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Avatar CWS 2024 Update 46

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Known Limitations

The initial release will support displaying the label text on the document routing image as it is defined in FormDefinition. The ability to display text as defined in Form Designer will be released in the following monthly update.

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02
RADplus 2024 Update 58

Product Update Description

The 'Include Label Fields In Data Display' registry setting is modified to include Document Routing snapshots as well. In addition, Form Designer changes to label fields will be accounted for on Document Routing snapshots when this registry setting is enabled. Please note: RADPlus 2024 Update 58 is required for full functionality.

Required Updates

Avatar CWS 2024 Update 2

Included Updates

2

Details
NEW1 CHANGED0 FIXED0
New (1)
Progress Notes and Treatment Plan - Label fields
The 'Include Label Fields In Data Display' registry setting is modified to include Document Routing snapshots as well. In addition, Form Designer changes to label fields will be accounted for on Document Routing snapshots when this registry setting is enabled. Please note: RADPlus 2024 Update 58 is required for full functionality.
Value Added: Improve functionality
Topics
• Progress Notes • Treatment Plan
 
Acceptance Tests
AV-96216 Summary | Details
Progress Notes and Treatment Plan - Label fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Create New Progress Notes Form
  • Document Routing Setup (PM)
  • Form Designer (CWS)
  • Form Designer (PM)
  • HomeView - My To Do's widget
  • Progress Notes (Group and Individual)
  • Progress Notes (Group and Individual) 6
  • Site Specific Section Modeling (CWS)
  • User Definition
  • Create New Treatment Plan
  • Treatment Plan Number 6
Scenario 1: Copy of Progress Notes (Group and Individual) - Validate document routing
Specific Setup:
  • A new copy of the progress note form is created using "Create New Progress Note" form.
  • Document routing is enabled for the copy of the "Progress Notes (Group and Individual)" form.
  • Using "Site Specific Section Modeling", add a label field to the form.
  • Using "Form Designer", change the contents of the label fields on the form added om the previous step.
  • Enable the Registry Setting "Include Label Fields In Data Display" by setting it to "Y".
Steps
  1. Open the copy of the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the copy of the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the copy of the "Progress Notes (Group and Individual)" form.
  13. Sign on as the first approver.
  14. Locate the document in the approver's "My To Do's" widget.
  15. Click on "Approve Document".
  16. Click "Accept".
  17. Enter the approver's password.
  18. Log on as another approver.
  19. Locate the document in the approver's "My To Do's" widget.
  20. Click on "Approve Document".
  21. Click "Accept".
  22. Enter the approver's password.
  23. Open the "Clinical Document Viewer" form.
  24. Select the document that was just routed/finalized.
  25. Validate that the document displays and prints.
  26. Open the copy of the "Progress Notes (Group and Individual)" form.
  27. Create a progress note and route to several approvers.
  28. Log on as another approver.
  29. Locate the document in the approver's "My To Do's" widget.
  30. Click on "Approve Document".
  31. Click "Accept".
  32. Enter the approver's password.
  33. Repeat steps 12-13 for each additional approver.
  34. Open "Clinical Document Viewer".
  35. Validate the document that was just filed display and prints.
  36. Open the Progress note copy that has had the forms designer Label field change.
  37. Validate you can see the changed label on the form.
  38. Fill out all required fields.
  39. Finalize the form by setting the "Draft/Final" field to "Final".
  40. Click "Submit".
  41. Select "Accept and Route" or "Accept and Sign" on the "Confirm Document" screen.
  42. Validate all fields are included in the image (even if not filled in) and that you can see the changes to the label made in "Form Designer".
  43. Assign to an approver.
  44. Log in as the approver.
  45. Navigate to the "ToDo" widget.
  46. Click to "Review" the document.
  47. Validate the image shows all fields and that you can see the change made to the label in "Form Designer".
  48. "Click Accept".
  49. Click "Sign".
  50. Open the "Clinical Document Viewer" form.
  51. Retrieve and view the document that was just saved.
  52. Select "Accept and Route" or "Accept and Sign" on the "Confirm Document" screen.
Scenario 2: Copy of Treatment Plan - Validate document routing
Specific Setup:
  • A copy of the "Treatment Plan" form exists or is created.
  • Document routing is enabled for the copy of the "Treatment Plan" form.
  • Using "Site Specific Section Modeling" add a label field to the Client form of the copy of the "Treatment Plan".
  • Using "Form Designer", edit the label field that you added in previous step.
  • Add HTML code to the label and make some text bold or italicized.
  • Enable registry setting "Include Label Fields In Data Display".
Steps
  1. Open the copy of the "Treatment Plan" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the copy of the "Treatment Plan" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the copy of the "Treatment Plan" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the copy of the "Treatment Plan" form.
  28. Create a Treatment Plan and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 12 for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
  37. Open the copy of the Treatment Plan that has the label field changes.
  38. Validate the changes made to the label field in "Form Designer" can be seen.
  39. Populate all required fields.
  40. Finalize and submit the form.
  41. Validate the image generated includes the label changes, any bold or italicized text and that it includes all labels from the form.
  42. Validate that all fields are included in the image.
Topics
• Progress Notes • Treatment Plan