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Avatar CWS 2024 Update 50

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.01.01
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

An issue is resolved in 'Progress Notes' forms with the Treatment Plan grid enabled where single or double quotes may be saved as special characters in the 'SYSTEM.cw_patient_notes_tpnotes' SQL table.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Progress Notes - 'Treatment Plan' grid
An issue is resolved in 'Progress Notes' forms with the Treatment Plan grid enabled where single or double quotes may be saved as special characters in the 'SYSTEM.cw_patient_notes_tpnotes' SQL table.
Topics
• Progress Notes • Treatment Plan
 
Acceptance Tests
AV-97774 Summary | Details
Progress Notes - 'Treatment Plan' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Registry Settings (CWS)
  • Treatment Plan
  • Registry Settings (PM)
Scenario 1: Progress Notes (Group and Individual) - Validate the 'Enable Treatment Plan Grid' registry setting
Specific Setup:
  • The 'Enable Treatment Plan Grid' registry setting must be set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • A client must be enrolled in an existing episode and have a Treatment Plan filed with a problem, goal, objective, and intervention associated with the following special characters - <, >, ', " added to it (Client A).
  • The 'Progress Notes (Group and Individual)' form must be accessible from the Chart View.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select any value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Populate any other required and desired fields.
  8. Click [New Row] in the 'Treatment Plan' grid.
  9. Select the desired Treatment Plan in the 'Select T.P. Version' field.
  10. Click [View] in the 'Select T.P. Item Note Addresses' field.
  11. Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
  12. Validate the treatment plan items are displayed with correct characters.
  13. Select the desired treatment plan item in the 'Treatment Plan' window.
  14. Click [Return].
  15. Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
  16. Enter the desired value in the 'T.P. Item Notes/Documentations' field.
  17. Select "Final" in the 'Draft/Final' field.
  18. Submit the note.
  19. Access the 'Chart View' for "Client A".
  20. Select "Progress Notes (Group and Individual)" from the Forms list.
  21. Validate the progress note filed in the previous steps is displayed.
  22. Validate the treatment plan data filed displays as expected with the proper characters.
  23. Close the chart.
  24. Access Crystal Reports or other SQL Reporting tool
  25. Select the CWS namespace.
  26. Create a report using the 'SYSTEM.cw_patient_notes_tpnotes' SQL table.
  27. Validate a row is displayed for "Client A".
  28. Validate the 'note_add_which_tp_plan_prob' field contains the proper characters for the treatment plan items.
  29. Close the report.
Scenario 2: Ambulatory Progress Notes - Validate the 'Enable Treatment Plan Grid' registry setting
Specific Setup:
  • The 'Enable Treatment Plan Grid' registry setting must be set to "Y" for the 'Ambulatory Progress Notes' form.
  • A client must be enrolled in an outpatient episode and have a Treatment Plan filed with a problem, goal, objective, and intervention associated with the following special characters - <, >, ', " added to it (Client A).
  • The 'Ambulatory Progress Notes' form must be accessible from the Chart View.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select the desired episode in the 'Select Episode' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select any value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field'.
  6. Populate any other required and desired fields.
  7. Click [New Row] in the 'Treatment Plan' grid.
  8. Select the desired Treatment Plan in the 'Select T.P. Version' field.
  9. Click [View] in the 'Select T.P. Item Note Addresses' field.
  10. Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
  11. Validate the treatment plan items are displayed with correct characters.
  12. Select the desired treatment plan item in the 'Treatment Plan' window.
  13. Click [Return].
  14. Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
  15. Enter the desired value in the 'T.P. Item Notes/Documentations' field.
  16. Select "Final" in the 'Draft/Final' field.
  17. Submit the form.
  18. Access the 'Chart View' for "Client A".
  19. Select "Ambulatory Progress Notes" from the Forms list.
  20. Validate the progress note filed in the previous steps is displayed.
  21. Validate the treatment plan data filed displays as expected with the proper characters.
  22. Close the chart.
  23. Access Crystal Reports or other SQL Reporting tool
  24. Select the CWS namespace.
  25. Create a report using the 'SYSTEM.cw_patient_notes_tpnotes' SQL table.
  26. Validate a row is displayed for "Client A".
  27. Validate the 'note_add_which_tp_plan_prob' field contains the proper characters for the treatment plan items.
  28. Close the report.
Scenario 3: Inpatient Progress Notes - Validate the 'Enable Treatment Plan Grid' registry setting
Specific Setup:
  • The 'Enable Treatment Plan Grid' registry setting must be set to "Y" for the 'Inpatient Progress Notes' form.
  • A client must be enrolled in an inpatient episode and have a Treatment Plan filed with a problem, goal, objective, and intervention associated with the following special characters - <, >, ', " added to it (Client A).
  • The 'Inpatient Progress Notes' form must be accessible from the Chart View.
Steps
  1. Select "Client A" and access the 'Inpatient Progress Notes' form.
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select any value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field'.
  5. Populate any other required and desired fields.
  6. Click [New Row] in the 'Treatment Plan' grid.
  7. Select the desired Treatment Plan in the 'Select T.P. Version' field.
  8. Click [View] in the 'Select T.P. Item Note Addresses' field.
  9. Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
  10. Validate the treatment plan items are displayed with correct characters.
  11. Select the desired treatment plan item in the 'Treatment Plan' window.
  12. Click [Return].
  13. Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
  14. Enter the desired value in the 'T.P. Item Notes/Documentations' field.
  15. Select "Final" in the 'Draft/Final' field.
  16. Submit the form.
  17. Access the 'Chart View' for "Client A".
  18. Select "Inpatient Progress Notes" from the Forms list.
  19. Validate the progress note filed in the previous steps is displayed.
  20. Validate the treatment plan data filed displays as expected with the proper characters.
  21. Close the chart.
  22. Access Crystal Reports or other SQL Reporting tool
  23. Select the CWS namespace.
  24. Create a report using the 'SYSTEM.cw_patient_notes_tpnotes' SQL table.
  25. Validate a row is displayed for "Client A".
  26. Validate the 'note_add_which_tp_plan_prob' field contains the proper characters for the treatment plan items.
  27. Close the report.
Topics
• Progress Notes • Treatment Plan