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Avatar CWS 2024 Update 29

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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

The 'Progress Notes' and 'Treatment Plan' forms are updated to capture the date and time when a signature is entered. The date_capture and time_capture fields have been added to the 'SYSTEM.cw_tx_pn_sign_data', 'SYSTEM.cw_tx_pn_sign_data_audit' and 'CWSTEMP.cw_tx_pn_sign_data' table views. Please Note: A myAvatar MW update is required for full functionality.

Required Updates

Avatar CWS 2024 Update 14

Included Updates

14

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Treatment Plan - Participant Plan and Author Signatures
An issue has been resolved where the individual signature dates/times/users in the Plan Participants Grid are being overwritten with the most recent submission date/time/user. The change is to reflect the correct date/time the signature was captured by signature pad or mouse. Middle ware release RADplus Client 3542-003 or higher is needed for full functionality. KB0076394 v0.01
Topics
• Client Merge • Progress Notes • Treatment Plan
 
Acceptance Tests
AV-96492 Summary | Details
Treatment Plan - Participant Plan and Author Signatures
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Registry Settings (PM)
  • Site Specific Section Modeling (CWS)
Scenario 1: Client Merge (InPatient and Outpatient)
Specific Setup:
  • At least two clients must be admitted to active episodes. One client is admitted in the inpatient program and the other client is admitted in the outpatient program. (Client A, and Client B).
Steps
  1. Access the 'Client Merge' form.
  2. Set the 'Source Client' field to "Client A"
  3. Select "Episode # 1" from the 'Source Client Episode' field.
  4. Set the 'Target Client' field to "Client B"
  5. Validate the 'Create New Episode On Merge' field is equal to "Yes"
  6. Click [File]
  7. Validate a 'Do you wish to continue with the indicated action?' message is displayed.
  8. Click [Yes].
  9. Validate a message stating 'The following new episode has been created for the target client indicated. Episode 2' is displayed.
  10. Click [OK].
  11. Click [Close Form]
  12. Using SQL, view the SQL tables SYSTEM.cw_tx_pn_sign_data and SYSTEM.cw_tx_pn_sign_data_audit,validate the date_captured and time_captured columns are populated in the row(s) added. Note: This only affects rows created since the update was installed. Previously filed data will have the columns but they won't be populated.
Scenario 2: Treatment Plan - Obtain Signature
Specific Setup:
  • The 'Treatment Plan' form must have a signature field.
  • A client must be enrolled in an existing episode (Client A).
  • Must have a Topaz Signature pad for testing.
  • Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add the desired treatment plan items.
  7. Click [Return To Plan].
  8. In the "Plan Participants" section of the main page, click [New Row].
  9. Add a row to the Plan Participants table.
  10. Double-click on the "Signature" column of that row.
  11. Double-click [Sign] in the 'Signature' field.
  12. Validate the 'Please Sign Below' dialog is displayed.
  13. Use the mouse to sign in the dialog box.
  14. Validate the dialog contains the signature.
  15. Click [OK].
  16. Validate the 'Please Sign Below' dialog is no longer displayed.
  17. Validate no errors display and the 'Please Sign On Signature Pad' dialog is displayed. Please note: for users using the SigPlusExtLite, the following will display: "Opening signature dialog, please wait..." and an additional dialog will open.
  18. Sign on the signature pad.
  19. Validate the dialog contains the signature.
  20. Click [Cancel].
  21. Disconnect the signature pad.
  22. Double-click [Sign] in the 'Signature' field.
  23. Validate the 'Please Sign Below' dialog is displayed.
  24. Use the mouse to sign in the dialog box.
  25. Validate the dialog contains the signature.
  26. Click [OK].
  27. Validate the 'Please Sign Below' dialog is no longer displayed.
  28. Validate the 'Signature' field contains the signature.
  29. Select "Final" in the 'Treatment Plan Status' field.
  30. Submit the form.
  31. Validate the temporary SQL table CWSTEMP.cw_pn_tx_sign_data has a row added for the 2 treatment Plan grid signatures.
  32. Validate the document image contains all 3 signatures, the 2 from the participant grid and 1 from the form signature.
  33. Click [Sign]
  34. Key in the use's password.
  35. Click [Verify]
  36. Using SQL, view the SQL tables SYSTEM.cw_tx_pn_sign_data and SYSTEM.cw_tx_pn_sign_data_audit, validate the signaturecontent column is populated in the row(s) added. Note: This only affects rows created since the update was installed. Previously filed data will have the columns but they won't be populated.
  37. Using SQL, view the SQL tables SYSTEM.cw_tx_pn_sign_data and SYSTEM.cw_tx_pn_sign_data_audit,validate the date_captured and time_captured columns are populated in the row(s) added. Note: This only affects rows created since the update was installed. Previously filed data will have the columns but they won't be populated.
  38. Open the "Clinical Document Viewer"
  39. Select "Client" from the Select Type: drop down list
  40. Click the Individual radio button
  41. Set the 'Select Client'" to "601"
  42. Click the TAMMY SMITH (000000601) cell
  43. Click [Process]
  44. Click [View] button on row 1
  45. Validate the Signature(s) appear on the finalized form
  46. Click [Print]
  47. Validate the Signature appears on the printed document
  48. Click [Close All Documents]
  49. Click the [Search] tab
  50. Click [Close]
Scenario 3: Progress Notes (Group and Individual) Copy - Validate 'Treatment Plan' Grid and 'Signature' fields
Specific Setup:
  • Set the registry setting "Enable Treatment Plan Grid" to "Yes".
  • A signature field must be added to a copy of the Progress Note (Group and Individual) using "Site Specific Section Modeling".
  • Using "Document Routing Setup", enable document routing for the progress note copy form.
Steps
  1. Open the copy of the "Progress Notes (Group and Individual)" from setup that has a signature field.
  2. Add an independent progress note.
  3. In the Treatment plan Grid, attach a treatment plan problem.
  4. Click [Sign].
  5. Sign the document by using the signature pad.
  6. Set the "Draft/Final" field to "Final".
  7. Click [Submit].
  8. Enter the "Password".
  9. Validate the document image contains the signature.
  10. Using the preferred method to validate SQL data, validate a row was added to the CWSTEMP.cw_tx_pn_sign_data.
  11. Validate the above temporary table contains a column called date_captured and time_captured are correct based on when the document was signed.
  12. Click [Sign] or [Accept].
  13. Using the "Clinical Document Viewer" form, validate the document displays as it was saved with the signature included
  14. Using the preferred method to validate SQL data, validate a row was added to the SYSTEM.cw_tx_pn_sign_data and SYSTEM.cw_tx_pn_sign_data_audit.
  15. Validate the above SQL table contains a column called date_captured and time_captured are correct based on when the document was signed. Note: This only affects rows created since the update was installed. Previously filed data will have the columns but they won't be populated.
Topics
• Client Merge • Progress Notes • Treatment Plan
Table Changes
Table Column Change
CWSTEMP.cwtxpnsigndata date_captured Add
CWSTEMP.cwtxpnsigndata time_captured Add
SYSTEM.cwtxpnsigndata date_captured Add
SYSTEM.cwtxpnsigndata time_captured Add
SYSTEM.cwtxpnsigndataaudit date_captured Add
SYSTEM.cwtxpnsigndataaudit time_captured Add