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Avatar CWS 2024 Update 30

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

Support for Document Routing is added to the 'LOCUS Data Entry and Calculation' and 'CALOCUS Data Entry and Calculation' Assessment forms. The 'Document Routing Setup', 'Move Selected Data' and 'Product Final to Draft Override' forms are enhanced to support the LOCUS and CALOCUS Assessment forms.

Required Updates

None

Included Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
'LOCUS Data Entry and Calculation' - Document Routing
Support for document routing is added for the 'LOCUS Data Entry and Calculation' assessment form.
In addition, the 'Document Routing Setup', 'Move Selected Data', and 'Product Final to Draft Override' forms are enhanced to support the 'LOCUS Data Entry and Calculation' form.
Value Added: Document routing support for the 'LOCUS Data Entry and Calculation' form.
Topics
• LOCUS Data Entry and Calculation • Product Final to Draft Override
 
'CALOCUS Data Entry and Calculation' - Document Routing
Support for document routing is added for the 'CALOCUS Data Entry and Calculation' assessment form.
In addition, the 'Document Routing Setup', 'Move Selected Data', and 'Product Final to Draft Override' forms are enhanced to support the 'CALOCUS Data Entry and Calculation' form.
Value Added: Document routing support for the 'CALOCUS Data Entry and Calculation' form.
Topics
• CALOCUS Data Entry and Calculation • Product Final to Draft Override
 
Acceptance Tests
AV-96445 Summary | Details
'LOCUS Data Entry and Calculation' - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Viewer
  • LOCUS Data Entry and Calculation
  • Move Selected Data (CWS)
  • Product Final to Draft Override
Scenario 1: LOCUS Data Entry and Calculation - Validate Document Routing (Accept)
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'LOCUS Data Entry and Calculation' form.
Steps
  1. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  2. Populate all required and desired fields.
  3. Click [Calculate Level of Care Recommendation].
  4. Validate the 'LOCUS Recommended Disposition' and 'Actual Disposition' fields are populated accordingly.
  5. Select "Final" in the 'Status' field.
  6. Validate a message is displayed stating: Once set to 'Final', the data cannot be edited in the future.
  7. Click [OK] and [Submit].
  8. Validate a 'Confirm Document' dialog is displayed.
  9. Click [Accept].
  10. Enter the password associated to the logged in user and click [Verify].
  11. Validate an 'Assessment Filed' dialog is displayed stating: The assessment has been filed. Do you want to run the assessment report?
  12. Click [No] and close the form.
  13. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  14. Select the finalized record filed in the previous steps and click [Edit].
  15. Validate a message is displayed stating: The current selection is filed as 'Final'. Data can be viewed only.
  16. Click [OK].
  17. Validate the fields are disabled and contain the values filed in the previous steps.
  18. Close the form.
  19. Access the 'Clinical Document Viewer' form.
  20. Select "Client" in the 'Select Type' field.
  21. Select "Individual" in the 'Select All or Individual Client' field.
  22. Select "Client A" in the 'Select Client' field.
  23. Click [Process].
  24. Validate the 'LOCUS Data Entry and Calculation' document filed in the previous steps is displayed.
  25. Click to [View] the document.
  26. Validate the document displays as filed.
  27. Close the form.
Scenario 2: LOCUS Data Entry and Calculation - Validate Document Routing (Accept & Route)
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'LOCUS Data Entry and Calculation' form.
Steps
  1. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  2. Populate all required and desired fields.
  3. Click [Calculate Level of Care Recommendation].
  4. Validate the 'LOCUS Recommended Disposition' and 'Actual Disposition' fields are populated accordingly.
  5. Select "Final" in the 'Status' field.
  6. Validate a message is displayed stating: Once set to 'Final', the data cannot be edited in the future.
  7. Click [OK] and [Submit].
  8. Validate a 'Confirm Document' dialog is displayed.
  9. Click [Accept and Route].
  10. Enter the password associated to the logged in user and click [Verify].
  11. Select the practitioner associated to the logged in user in the 'Route Document To' dialog.
  12. Click [Submit].
  13. Validate an 'Assessment Filed' dialog is displayed stating: The assessment has been filed. Do you want to run the assessment report?
  14. Click [No] and close the form.
  15. Navigate to the 'My To Do's' widget.
  16. Validate a To Do is present for "Client A".
  17. Validate all document details are displayed as expected.
  18. Approve the To Do for "Client A".
  19. Validate the To Do is no longer present for "Client A".
  20. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  21. Select the finalized record filed in the previous steps and click [Edit].
  22. Validate a message is displayed stating: The current selection is filed as 'Final'. Data can be viewed only.
  23. Click [OK].
  24. Validate the fields are disabled and contain the values filed in the previous steps.
  25. Close the form.
  26. Access the 'Clinical Document Viewer' form.
  27. Select "Client" in the 'Select Type' field.
  28. Select "Individual" in the 'Select All or Individual Client' field.
  29. Select "Client A" in the 'Select Client' field.
  30. Click [Process].
  31. Validate the 'LOCUS Data Entry and Calculation' document filed in the previous steps is displayed.
  32. Click to [View] the document.
  33. Validate the document displays as filed.
  34. Close the form.
Scenario 3: LOCUS Data Entry and Calculation - Validate 'Move Selected Data' functionality
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • Two clients are enrolled in an existing episode (Client A & Client B).
  • "Client A" has a draft on file in the 'LOCUS Data Entry and Calculation' form.
Steps
  1. Access the 'Move Selected Data' CWS form.
  2. Select "Client" in the 'Entity Database' field.
  3. Select "LOCUS Data Entry and Calculation" in the 'Form' field.
  4. Select "Client A" in the 'Old Entity' field.
  5. Click [Select Row to be Moved].
  6. Select the draft on file for "Client A" and click [OK].
  7. Validate the 'Row Details' contain the proper details for the draft.
  8. Select "Client B" in the 'New Entity' field.
  9. Enter the desired value in the 'Reason for Moving Data' field.
  10. Submit the form.
  11. Select "Client B" and access the 'LOCUS Data Entry and Calculation' form.
  12. Validate the draft record moved from "Client A" is displayed.
  13. Click [Edit].
  14. Validate all previously filed values are displayed.
  15. Close the form.
Scenario 4: LOCUS Data Entry and Calculation - Validate 'Product Final to Draft Override' functionality
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'LOCUS Data Entry and Calculation' form.
Steps
  1. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  2. Populate all required and desired fields.
  3. Click [Calculate Level of Care Recommendation].
  4. Validate the 'LOCUS Recommended Disposition' and 'Actual Disposition' fields are populated accordingly.
  5. Select "Final" in the 'Status' field.
  6. Validate a message is displayed stating: Once set to 'Final', the data cannot be edited in the future.
  7. Click [OK] and [Submit].
  8. Validate a 'Confirm Document' dialog is displayed.
  9. Click [Accept].
  10. Enter the password associated to the logged in user and click [Verify].
  11. Validate an 'Assessment Filed' dialog is displayed stating: The assessment has been filed. Do you want to run the assessment report?
  12. Click [No] and close the form.
  13. Access the 'Product Final to Draft Override' CWS form.
  14. Select "LOCUS Data Entry and Calculation" in the 'Option' field.
  15. Select "Client A" in the 'Entity Lookup' field.
  16. Click [Select Row].
  17. Select the finalized record filed in the previous steps and click [OK].
  18. Enter the desired value in the 'Override Reason' field.
  19. Submit the form.
  20. Select "Client A" and access 'LOCUS Data Entry and Calculation' form.
  21. Select the record filed in the previous steps and click [Edit].
  22. Validate "Draft" is now selected in the 'Status' field.
  23. Close the form.
Topics
• LOCUS Data Entry and Calculation • Product Final to Draft Override
AV-96467 Summary | Details
'CALOCUS Data Entry and Calculation' - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CALOCUS Data Entry and Calculation
  • Document Viewer
  • Move Selected Data (CWS)
  • Product Final to Draft Override
Scenario 1: CALOCUS Data Entry and Calculation - Validate Document Routing (Accept)
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • An adolescent client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'CALOCUS Data Entry and Calculation' form.
Steps
  1. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  2. Populate all required and desired fields.
  3. Click [Calculate Level of Care Recommendation].
  4. Validate the 'CALOCUS Recommended Disposition' and 'Actual Disposition' fields are populated accordingly.
  5. Select "Final" in the 'Status' field.
  6. Validate a message is displayed stating: Once set to 'Final', the data cannot be edited in the future.
  7. Click [OK] and [Submit].
  8. Validate a 'Confirm Document' dialog is displayed.
  9. Click [Accept].
  10. Enter the password associated to the logged in user and click [Verify].
  11. Validate an 'Assessment Filed' dialog is displayed stating: The assessment has been filed. Do you want to run the assessment report?
  12. Click [No] and close the form.
  13. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  14. Select the finalized record filed in the previous steps and click [Edit].
  15. Validate a message is displayed stating: The current selection is filed as 'Final'. Data can be viewed only.
  16. Click [OK].
  17. Validate the fields are disabled and contain the values filed in the previous steps.
  18. Close the form.
  19. Access the 'Clinical Document Viewer' form.
  20. Select "Client" in the 'Select Type' field.
  21. Select "Individual" in the 'Select All or Individual Client' field.
  22. Select "Client A" in the 'Select Client' field.
  23. Click [Process].
  24. Validate the 'CALOCUS Data Entry and Calculation' document filed in the previous steps is displayed.
  25. Click to [View] the document.
  26. Validate the document displays as filed.
  27. Close the form.
Scenario 2: CALOCUS Data Entry and Calculation - Validate Document Routing (Accept & Route)
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • An adolescent client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'CALOCUS Data Entry and Calculation' form.
Steps
  1. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  2. Populate all required and desired fields.
  3. Click [Calculate Level of Care Recommendation].
  4. Validate the 'CALOCUS Recommended Disposition' and 'Actual Disposition' fields are populated accordingly.
  5. Select "Final" in the 'Status' field.
  6. Validate a message is displayed stating: Once set to 'Final', the data cannot be edited in the future.
  7. Click [OK] and [Submit].
  8. Validate a 'Confirm Document' dialog is displayed.
  9. Click [Accept and Route].
  10. Enter the password associated to the logged in user and click [Verify].
  11. Select the practitioner associated to the logged in user in the 'Route Document To' dialog.
  12. Click [Submit].
  13. Validate an 'Assessment Filed' dialog is displayed stating: The assessment has been filed. Do you want to run the assessment report?
  14. Click [No] and close the form.
  15. Navigate to the 'My To Do's' widget.
  16. Validate a To Do is present for "Client A".
  17. Validate all document details are displayed as expected.
  18. Approve the To Do for "Client A".
  19. Validate the To Do is no longer present for "Client A".
  20. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  21. Select the finalized record filed in the previous steps and click [Edit].
  22. Validate a message is displayed stating: The current selection is filed as 'Final'. Data can be viewed only.
  23. Click [OK].
  24. Validate the fields are disabled and contain the values filed in the previous steps.
  25. Close the form.
  26. Access the 'Clinical Document Viewer' form.
  27. Select "Client" in the 'Select Type' field.
  28. Select "Individual" in the 'Select All or Individual Client' field.
  29. Select "Client A" in the 'Select Client' field.
  30. Click [Process].
  31. Validate the 'CALOCUS Data Entry and Calculation' document filed in the previous steps is displayed.
  32. Click to [View] the document.
  33. Validate the document displays as filed.
  34. Close the form.
Scenario 3: CALOCUS Data Entry and Calculation - Validate 'Move Selected Data' functionality
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • Two adolescent clients are enrolled in an existing episode (Client A & Client B).
  • "Client A" has a draft on file in the 'CALOCUS Data Entry and Calculation' form.
Steps
  1. Access the 'Move Selected Data' CWS form.
  2. Select "Client" in the 'Entity Database' field.
  3. Select "CALOCUS Data Entry and Calculation" in the 'Form' field.
  4. Select "Client A" in the 'Old Entity' field.
  5. Click [Select Row to be Moved].
  6. Select the draft on file for "Client A" and click [OK].
  7. Validate the 'Row Details' contain the proper details for the draft.
  8. Select "Client B" in the 'New Entity' field.
  9. Enter the desired value in the 'Reason for Moving Data' field.
  10. Submit the form.
  11. Select "Client B" and access the 'CALOCUS Data Entry and Calculation' form.
  12. Validate the draft record moved from "Client A" is displayed.
  13. Click [Edit].
  14. Validate all previously filed values are displayed.
  15. Close the form.
Scenario 4: CALOCUS Data Entry and Calculation - Validate 'Product Final to Draft Override' functionality
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • An adolescent client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'CALOCUS Data Entry and Calculation' form.
Steps
  1. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  2. Populate all required and desired fields.
  3. Click [Calculate Level of Care Recommendation].
  4. Validate the 'CALOCUS Recommended Disposition' and 'Actual Disposition' fields are populated accordingly.
  5. Select "Final" in the 'Status' field.
  6. Validate a message is displayed stating: Once set to 'Final', the data cannot be edited in the future.
  7. Click [OK] and [Submit].
  8. Validate a 'Confirm Document' dialog is displayed.
  9. Click [Accept].
  10. Enter the password associated to the logged in user and click [Verify].
  11. Validate an 'Assessment Filed' dialog is displayed stating: The assessment has been filed. Do you want to run the assessment report?
  12. Click [No] and close the form.
  13. Access the 'Product Final to Draft Override' CWS form.
  14. Select "CALOCUS Data Entry and Calculation" in the 'Option' field.
  15. Select "Client A" in the 'Entity Lookup' field.
  16. Click [Select Row].
  17. Select the finalized record filed in the previous steps and click [OK].
  18. Enter the desired value in the 'Override Reason' field.
  19. Submit the form.
  20. Select "Client A" and access 'CALOCUS Data Entry and Calculation' form.
  21. Select the record filed in the previous steps and click [Edit].
  22. Validate "Draft" is now selected in the 'Status' field.
  23. Close the form.
Topics
• CALOCUS Data Entry and Calculation • Product Final to Draft Override
Table Changes
Table Column Change
SYSTEM.cw_calocus_assessment reason_for_variance changed
SYSTEM.cw_locus_assessment reason_for_variance changed