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Avatar CWS 2024 Update 5

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

A Registry Setting is added to support 'Limit Scratch Notes to Current Login User'. When the Registry Setting is set to 'Y', only Progress Notes where the current logged in user is the current practitioner or either of the co-practitioners will be included in the 'Select Note to Edit' drop-down on the 'Individual Progress Notes' tab of the 'Progress Notes (Group and Individual)' form (including all copies). To-Do Scratch Note items can still be edited when the logged in user is not one of the practitioners associated with the Note. The Registry Setting also applies to the Get Group Note Items Web Service.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
The 'Limit Scratch Notes to Current Login User' registry setting
The 'Limit Scratch Notes to Current Login User' registry setting is added. When enabled, the logged in user will only be able to select notes where they are a practitioner/co-practitioner in the 'Select Note To Edit' field in the 'Individual Progress Notes' section of 'Progress Notes (Group and Individual)'.
Value Added: The addition of the 'Limit Scratch Notes to Current Login User' to filter progress notes to only applicable practitioners.
Topics
• Group Progress Notes • Progress Notes • Registry Settings • Web Services
 
Acceptance Tests
AV-94127 Summary | Details
The 'Limit Scratch Notes to Current Login User' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Registry Settings (CWS)
  • SoapUI - ProgressNotes.Group.Request - GetGroupNoteItem
  • SoapUI - ProgressNotes.Group.Request - GetGroupNoteItemResponse - GetGroupNoteItemResult
Scenario 1: Validate the 'Limit Scratch Notes to Current Login User' registry setting, when set to "Y"
Specific Setup:
  • Four users are defined with associated practitioners:
  • User A - Practitioner A
  • User B - Practitioner B
  • User C - Practitioner C
  • User D - Practitioner D
  • The 'Co-Practitioner' and 'Co-Practitioner 2' fields must be available on the 'Progress Notes (Group and Individual)' form. This can be done via 'Site Specific Section Modeling'.
  • A group (Group A) must be defined with two clients (Client A & Client B).
Steps
  1. Log in as "User A".
  2. Access the 'Registry Settings' form.
  3. Enter "Limit Scratch Notes to Current Login User" in the 'Limit Registry Settings to the Following Search Criteria' field.
  4. Click [View Registry Settings].
  5. Select the registry setting for the 'Progress Notes (Group and Individual)' form and click [OK].
  6. Validate the 'Registry Setting Details' field contains: If 'Y' is selected the 'Select Note to Edit' list will be limited to Notes where the current logged in user is listed as a practitioner or co-practitioner. An exception is made when launching the 'Progress Notes (Group and Individual)' form from the To-Do list. If 'N' is selected, all of the Scratch Notes that match the 'Group Name or Number' and 'Note Date' will be listed.
  7. Enter "Y" in the 'Registry Setting Value' field.
  8. Click [Submit] and close the form.
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "New Service" in the 'Progress Notes For' field.
  14. Select "Group A" in the 'Group Name or Number' field.
  15. Select the desired value in the 'Note Type' field.
  16. Enter the desired value in the 'Note' field.
  17. Select any group service code in the 'Service Charge Code' field.
  18. Select the desired value in the 'Service Program' field.
  19. Select the desired value in the 'Location' field.
  20. Select "Practitioner B" in the 'Co-Practitioner' field.
  21. Select "Practitioner C" in the 'Co-Practitioner 2' field.
  22. Populate any other desired fields.
  23. Click [File Note].
  24. Validate a message is displayed stating: Progress Notes are filed.
  25. Select the "Individual Progress Notes" section.
  26. Select "Group A" in the 'Group Name or Number' field.
  27. Enter the current date in the 'Note Date' field.
  28. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  29. Close the form.
  30. Log out.
  31. Log in as "User B".
  32. Access the 'Progress Notes (Group and Individual)' form.
  33. Select "Group A" in the 'Group Name or Number' field.
  34. Enter the current date in the 'Note Date' field.
  35. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  36. Close the form.
  37. Log out.
  38. Log in as "User C".
  39. Access the 'Progress Notes (Group and Individual)' form.
  40. Select "Group A" in the 'Group Name or Number' field.
  41. Enter the current date in the 'Note Date' field.
  42. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  43. Close the form.
  44. Log out.
  45. Log in as "User D".
  46. Access the 'Progress Notes (Group and Individual)' form.
  47. Select "Group A" in the 'Group Name or Number' field.
  48. Enter the current date in the 'Note Date' field.
  49. Validate a message is displayed stating: Group notes do not exist for the selected group and date and logged in user.
  50. Click [OK] and close the form.
  51. Close the form.
  52. Log out.
  53. Log in as "User A".
  54. Access the 'Progress Notes (Group and Individual)' form.
  55. Select "Group A" in the 'Group Name or Number' field.
  56. Enter the current date in the 'Note Date' field.
  57. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  58. Select the note for "Client A".
  59. Validate all fields populate based off the values entered in the group note.
  60. Individualize the note as desired and file the note.
  61. Repeat for "Client B".
  62. Close the form.
Scenario 2: Validate the 'Limit Scratch Notes to Current Login User' registry setting, when set to "N"
Specific Setup:
  • Four users are defined with associated practitioners:
  • User A - Practitioner A
  • User B - Practitioner B
  • User C - Practitioner C
  • User D - Practitioner D
  • The 'Co-Practitioner' and 'Co-Practitioner 2' fields must be available on the 'Progress Notes (Group and Individual)' form. This can be done via 'Site Specific Section Modeling'.
  • A group (Group A) must be defined with two clients (Client A & Client B).
Steps
  1. Log in as "User A".
  2. Access the 'Registry Settings' form.
  3. Enter "Limit Scratch Notes to Current Login User" in the 'Limit Registry Settings to the Following Search Criteria' field.
  4. Click [View Registry Settings].
  5. Select the registry setting for the 'Progress Notes (Group and Individual)' form and click [OK].
  6. Validate the 'Registry Setting Details' field contains: If 'Y' is selected the 'Select Note to Edit' list will be limited to Notes where the current logged in user is listed as a practitioner or co-practitioner. An exception is made when launching the 'Progress Notes (Group and Individual)' form from the To-Do list. If 'N' is selected, all of the Scratch Notes that match the 'Group Name or Number' and 'Note Date' will be listed.
  7. Enter "N" in the 'Registry Setting Value' field.
  8. Click [Submit] and close the form.
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "New Service" in the 'Progress Notes For' field.
  14. Select "Group A" in the 'Group Name or Number' field.
  15. Select the desired value in the 'Note Type' field.
  16. Enter the desired value in the 'Note' field.
  17. Select any group service code in the 'Service Charge Code' field.
  18. Select the desired value in the 'Service Program' field.
  19. Select the desired value in the 'Location' field.
  20. Select "Practitioner B" in the 'Co-Practitioner' field.
  21. Select "Practitioner C" in the 'Co-Practitioner 2' field.
  22. Populate any other desired fields.
  23. Click [File Note].
  24. Validate a message is displayed stating: Progress Notes are filed.
  25. Select the "Individual Progress Notes" section.
  26. Select "Group A" in the 'Group Name or Number' field.
  27. Enter the current date in the 'Note Date' field.
  28. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  29. Close the form.
  30. Log out.
  31. Log in as "User B".
  32. Access the 'Progress Notes (Group and Individual)' form.
  33. Select "Group A" in the 'Group Name or Number' field.
  34. Enter the current date in the 'Note Date' field.
  35. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  36. Close the form.
  37. Log out.
  38. Log in as "User C".
  39. Access the 'Progress Notes (Group and Individual)' form.
  40. Select "Group A" in the 'Group Name or Number' field.
  41. Enter the current date in the 'Note Date' field.
  42. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  43. Close the form.
  44. Log out.
  45. Log in as "User D".
  46. Access the 'Progress Notes (Group and Individual)' form.
  47. Select "Group A" in the 'Group Name or Number' field.
  48. Enter the current date in the 'Note Date' field.
  49. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B" since the registry setting is disabled.
  50. Click [OK] and close the form.
  51. Close the form.
  52. Log out.
  53. Log in as "User A".
  54. Access the 'Progress Notes (Group and Individual)' form.
  55. Select "Group A" in the 'Group Name or Number' field.
  56. Enter the current date in the 'Note Date' field.
  57. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  58. Select the note for "Client A".
  59. Validate all fields populate based off the values entered in the group note.
  60. Individualize the note as desired and file the note.
  61. Repeat for "Client B".
  62. Close the form.
Scenario 3: 'WEBSVC.ProgressNotes.Group.Request' - 'GetGroupNoteItems' web service - Validate the 'Limit Scratch Notes to Current Login User' registry setting when set to "Y"
Specific Setup:
  • The 'Limit Scratch Notes to Current Login User' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • The 'Co-Practitioner' and 'Co-Practitioner 2' fields must be available on the 'Progress Notes (Group and Individual)' form. This can be done via 'Site Specific Section Modeling'.
  • A group (Group A) must be defined with two clients (Client A & Client B).
  • A user (User A) is defined with an associated practitioner (Practitioner A).
  • "Group A" must have multiple group default notes on file for the current date. Some with "Practitioner A" as either 'Practitioner' or 'Co-Practitioner' and some without "Practitioner A".
Steps
  1. Access SOAPUI for the 'ProgressNotes.Group.Request' - 'GetGroupNoteItems' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter "User A" in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter "Group A" in the 'GroupID' field.
  6. Enter the current date in the 'NoteDate' field.
  7. Click [Run].
  8. Validate the 'Response' field contains notes where "Practitioner A" is either the 'Practitioner' or 'Co-Practitioner'.
Scenario 4: 'WEBSVC.ProgressNotes.Group.Request' - 'GetGroupNoteItems' web service - Validate the 'Limit Scratch Notes to Current Login User' registry setting when set to "N"
Specific Setup:
  • The 'Limit Scratch Notes to Current Login User' registry setting is set to "N" for the 'Progress Notes (Group and Individual)' form.
  • The 'Co-Practitioner' and 'Co-Practitioner 2' fields must be available on the 'Progress Notes (Group and Individual)' form. This can be done via 'Site Specific Section Modeling'.
  • A group (Group A) must be defined with two clients (Client A & Client B).
  • A user (User A) is defined with an associated practitioner (Practitioner A).
  • "Group A" must have multiple group default notes on file for the current date. Some with "Practitioner A" as either 'Practitioner' or 'Co-Practitioner' and some without "Practitioner A".
Steps
  1. Access SOAPUI for the 'ProgressNotes.Group.Request' - 'GetGroupNoteItems' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter "User A" in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter "Group A" in the 'GroupID' field.
  6. Enter the current date in the 'NoteDate' field.
  7. Click [Run].
  8. Validate the 'Response' field contains all group notes for "Group A" on the current date, regardless of practitioner.
Topics
• Group Progress Notes • Progress Notes • Registry Settings • Web Services