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Avatar CWS 2024 Update 34

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.01.01
Avatar NX Update 2024.07.00
RADplus 2024 Monthly Release 2024.01.01
RADplus 2024 Update 56

Product Update Description

Avatar CWS is enhanced to support appending PCL date fields when routing Treatment Plan documents using 'Required User List Management'. Please note: This functionality is available only in Avatar NX. In addition, RADPlus 2024 Update 56 as well as Avatar NX release 2024.07.00 are required for full functionality.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Treatment Plan - PCL Date fields
Avatar CWS is enhanced to support appending PCL date fields when routing 'Treatment Plan' documents using 'Required User List Management'.
Please note: This functionality is only available in Avatar NX. RADplus 2024 Update 56 and Avatar NX Release 2024.07.00 are required for full functionality.
Value Added: Additional support for PCL date fields within 'Treatment Plan' forms.
Topics
• Document Routing • Treatment Plan
 
Acceptance Tests
AV-87633 Summary | Details
Treatment Plan - PCL Date fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Required User List Management
  • Site Specific Section Modeling (CWS)
Scenario 1: Treatment Plan - Validate 'Pending Approval' workflow with PCL date fields
Specific Setup:
  • Please note: this is for Avatar NX only.
  • A client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'Treatment Plan' form.
  • The 'Treatment Plan' form must have the following configured in 'Site Specific Section Modeling':
  • 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan End Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL End Date'.
  • 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan Finalized Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL Finalized Date'.
  • Two users must be defined with associated staff members (User A & User B).
  • "User A" and "User B" must be defined as workflow users in the 'Required User List Management' form for the 'Treatment Plan'.
Steps
  1. Log into Avatar NX as "User A".
  2. Select “Client A” and access the ‘Treatment Plan’ form.
  3. Enter the desired date in the 'Plan Date' field.
  4. Enter any value in the 'Plan Name' field.
  5. Select any value in the ‘Plan Type’ field.
  6. Enter the desired date in the 'Plan End Date' field.
  7. Validate the 'PCL End Date' and 'PCL Finalized Date' fields are displayed and leave them blank.
  8. Select "Draft" in the 'Treatment Plan Status' field.
  9. Click [Launch Plan].
  10. Add a problem, goal, objective, and intervention.
  11. Populate all required and desired fields.
  12. Click [Return to Plan] and [OK].
  13. Select "Pending Approval" in the 'Treatment Plan Status' field.
  14. Click [Submit].
  15. Validate that a "Confirm Document" message is displayed.
  16. Validate the 'PCL End Date' and 'PCL Finalized Date' fields are not displayed.
  17. Click [Accept and Route].
  18. Validate a "Verify Password" message is displayed.
  19. Enter the password associated with the logged-in user in the 'Password' field.
  20. Click [Verify].
  21. Select the practitioner associated to "User A" as an approver and the practitioner associated to "User B" as an approver/supervisor.
  22. Click [Submit].
  23. Log out.
  24. Log into Avatar NX as "User B".
  25. Navigate to the 'My To Do's' widget.
  26. Click [Documents to Sign].
  27. Validate the To Do for "Client A" is displayed.
  28. Click [Review].
  29. Validate the 'Document Preview' contains the treatment plan data, without the 'PCL End Date' and 'PCL Finalized Date' fields.
  30. Click [Accept] and [Sign].
  31. Validate a "Verify Password" message is displayed.
  32. Enter the password associated with the logged-in user in the 'Password' field.
  33. Click [Verify].
  34. Validate the To Do for "Client A" is no longer displayed.
  35. Log out.
  36. Log into Avatar NX as "User A".
  37. Navigate to the 'My To Do's' widget.
  38. Click [Documents to Sign].
  39. Validate the To Do for "Client A" is displayed.
  40. Click [Review].
  41. Validate the 'Document Preview' contains the treatment plan data.
  42. Validate the 'PCL End Date' and 'PCL Finalized Date' fields are appended to the end of the document. If there are multiple approvers, these fields will only become visible when the last approver goes to approve the document.
  43. Click [Accept] and [Sign].
  44. Validate a "Verify Password" message is displayed.
  45. Enter the password associated with the logged-in user in the 'Password' field.
  46. Click [Verify].
  47. Validate the To Do for "Client A" is no longer displayed.
Scenario 2: Treatment Plan - Validate 'Final' workflow with PCL Date fields
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'Treatment Plan' form.
  • The 'Treatment Plan' form must have the following configured in 'Site Specific Section Modeling':
  • 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan End Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL End Date'.
  • 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan Finalized Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL Finalized Date'.
  • The logged in user must have an associated practitioner.
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter any value in the 'Plan Name' field.
  4. Select any value in the ‘Plan Type’ field.
  5. Enter the desired date in the 'Plan End Date' field.
  6. Validate the 'PCL End Date' and 'PCL Finalized Date' fields are displayed and leave them blank.
  7. Select "Draft" in the 'Treatment Plan Status' field.
  8. Click [Launch Plan].
  9. Add a problem, goal, objective, and intervention.
  10. Populate all required and desired fields.
  11. Click [Return to Plan] and [OK].
  12. Select "Final" in the 'Treatment Plan Status' field.
  13. Click [Submit].
  14. Validate that a "Confirm Document" message is displayed.
  15. Validate the 'PCL End Date' and 'PCL Finalized Date' fields are displayed in the body of the document.
  16. Click [Accept and Route].
  17. Validate a "Verify Password" message is displayed.
  18. Enter the password associated with the logged-in user in the 'Password' field.
  19. Click [Verify].
  20. Select the practitioner associated to the logged in user as an approver.
  21. Click [Submit].
  22. Navigate to the 'My To Do's' widget.
  23. Click [Documents to Sign].
  24. Validate the To Do for "Client A" is displayed.
  25. Click [Review].
  26. Validate the 'Document Preview' contains the treatment plan data, with the 'PCL End Date' and 'PCL Finalized Date' fields in the body of the document.
  27. Click [Accept] and [Sign].
  28. Validate a "Verify Password" message is displayed.
  29. Enter the password associated with the logged-in user in the 'Password' field.
  30. Click [Verify].
  31. Validate the To Do for "Client A" is no longer displayed.
Topics
• Document Routing • Treatment Plan