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Avatar CWS 2024 Update 55

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2022 Update 98
Avatar CWS 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

The following enhancements are added to the Task List Console: 1) A dynamic refresh will occur when a client is added or removed from either a user's caseload or unit they are currently viewing. Note: a myAvatar NX update is also required for this functionality to take effect. 2) The 'My Caseload' filter now shows clients across all caseload types, not just nursing caseload assignment types. In addition, the following issues in Task List are resolved: 1) Where tasks are initially created on a client discharge or upon discontinuing an order is corrected. Going forward, a standing task must be defined by the time a new admission occurs or an order entry-based task association must be defined by the time a new order is placed for a new task to generated. 2) The error 'Task List Server Error' that occurs while loading the Task List Console when certain types of PRN frequency definitions are in use.

Required Updates

None

Included Updates

6, 16, 42, 45

Details
NEW1 CHANGED0 FIXED1
New (1)
Task List - Support all caseload types and dynamic refresh My Caseload/Unit.

The following enhancements are added to the Task List Console:

  1. A dynamic refresh will occur when a client is added or removed from either a user's caseload or unit they are currently viewing. Note: a myAvatar NX update is also required for this functionality to take effect.
  2. The 'My Caseload' filter now shows clients across all caseload types, not just nursing caseload assignment types.
Value Added: Enhancements have been added to the 'Task List' console to ensure usability.
Topics
• Task List
 
Fixed (1)
Task List

The following issues in Task List are resolved:

  1. Where tasks are initially created on a client discharge or upon discontinuing an order is corrected. Going forward, a standing task must be defined by the time a new admission occurs or an order entry-based task association must be defined by the time a new order is placed for a new task to generated.
  2. The error 'Task List Server Error' that occurs while loading the Task List Console when certain types of PRN frequency definitions are in use.
    KB0076992 v0.01
Topics
• Task List
 
Acceptance Tests
AV-98951 Summary | Details
Task List - Support all caseload types and dynamic refresh My Caseload/Unit.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Delete Bed Assignment
  • Delete Last Movement
  • Discharge
  • Leaves
  • Manage Nursing Caseload
  • Manage Observer Caseload
  • Team Definition
Scenario 1: Task List - View by Unit filter - Dynamic refresh
Specific Setup:
  • Avatar CWS 2024 Update 55 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality.
  • At least two units must exist. (Unit A) (Unit B)
  • Multiple clients must be admitted into both "Unit A" and "Unit B".
  • Three sessions of myAvatar NX will be opened. (Session A, Session B and Session C)
Steps
  1. Log into myAvatar NX. (Session A)
  2. Access 'Task list'.
  3. Select "By Unit" from the 'View' field.
  4. Select "Unit A" from the 'Unit' field.
  5. Keep 'Session A' opened and log into another session of myAvatar NX. (Session B)
  6. Access 'Task list'.
  7. Select "By Unit" from the 'View' field.
  8. Select "Unit B" from the 'Unit' field.
  9. Keep 'Session B' opened and login to another session of myAvatar NX. (Session C)
  10. Access 'Admission' form.
  11. Create a new client and admit them into any inpatient program and associate them with "Unit A".
  12. Switch back to 'Session A'.
  13. Validate the 'Task List' console automatically gets refreshed and the newly admitted client is displayed.
  14. Switch back to 'Session C'.
  15. Access the 'Delete Last Movement' form and delete the admission movement created for the client above.
  16. Switch back to 'Session A'.
  17. Validate the 'Task List' console automatically gets refreshed and the newly admitted client is removed from the selected unit.
  18. Make note of another client in the unit. (Client B)
  19. Switch back to 'Session C'.
  20. Search for and select "Client B", who was noted in "Unit A".
  21. Access the 'Discharge' form and discharge the client.
  22. Switch back to 'Session A'.
  23. Validate the 'Task List' console automatically gets refreshed and that "Client B". who was discharged is removed from the selected unit.
  24. Make note of another client in the unit. (Client C)
  25. Switch back to 'Session C'.
  26. Search for and select "Client C", who was noted in "Unit A".
  27. Access 'Leaves' form.
  28. Populate all the required fields and click [Submit].
  29. Switch back to 'Session A'.
  30. Validate the 'Task List' console automatically gets refreshed and that "Client C", who is on leave is removed from the selected unit.
  31. Switch back to 'Session C''.
  32. Search for and select "Client C".
  33. Access the 'Return From leaves' form and return them from leave.
  34. Switch back to 'Session A'.
  35. Validate the 'Task List' console automatically gets refreshed and that "Client C", who is returned from leave is added to the selected unit.
  36. Switch back to 'Session C'.
  37. Access 'Bed Assignment' form.
  38. Search for and select "Client C", who was returned from leave.
  39. Assign the client to "Unit B".
  40. Switch back to 'Session A'.
  41. Validate the 'Task List' console automatically gets refreshed and that "Client C" is removed from "Unit A".
  42. Switch to 'Session B'.
  43. Validate the 'Task List' console automatically gets refreshed and that "Client C" appears for "Unit B".
  44. Switch back to 'Session C'.
  45. Access the 'Delete Bed Assignment' form and delete the last bed assignment to "Unit B".
  46. Switch to 'Session B'.
  47. Validate the 'Task List' console automatically gets refreshed and that "Client C" is no longer displayed for "Unit B".
  48. Switch to 'Session A'.
  49. Validate the 'Task List' console automatically gets refreshed and that "Client C" is displayed for "Unit A".
Scenario 2: Task List - View by 'My Caseload' filter - Dynamic refresh
Specific Setup:
  • Avatar CWS 2024 Update 55 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality.
  • Two sessions of myAvatar NX will be opened. (Session A, Session B)
  • Two users must exist that have associated practitioners. (User A and User B)
  • At least three clients must be active. (Client A, Client B and Client C)
  • "Client A", "Client B", and "Client C" are not associated with "User B's" caseload.
  • At least one unit must have an empty bed.
  • Must be logged in as "User B".
Steps
  1. Log into myAvatar NX as "User B". (Session A)
  2. Access 'Task List' console.
  3. Validate the 'View' field contains "My Caseload" and that the list of clients matches with the clients in 'My Clients' widget.
  4. Keep 'Session A' opened and log into another session of 'myAvatar NX' application as "User A". (Session B)
  5. Access 'Manage Nursing Caseload' form.
  6. Search for and select "User B" in the 'Select User' field.
  7. Select "Add" in the 'Add or Remove Client From Caseload' field.
  8. Search for and select "Client A" in the 'Client' field.
  9. Click [Update Caseload] and validate the 'Current Caseload' field contains "Client A".
  10. Close the form.
  11. Switch back to 'Session A'.
  12. Validate the 'Task List' console automatically gets refreshed and that "Client A" is added to 'My Caseload' list and the 'My Clients' widget.
  13. Switch back to 'Session B'
  14. Access 'Manage Observer Caseload' form.
  15. Search for and select "User B" in the 'Select User' field.
  16. Select "Add" in the 'Add or Remove Client From Caseload' field.
  17. Search for and select "Client B" in the 'Client' field.
  18. Validate "Caseload" is selected in the 'Use Observer Caseload or Unit Selection' field.
  19. Click [Update Caseload] and validate the 'Current Caseload' field contains "Client B".
  20. Close the form.
  21. Switch back to 'Session A'.
  22. Validate the 'Task List' console automatically gets refreshed and that "Client B" is added to 'My Caseload' and the 'My Clients' widget.
  23. Switch back to 'Session B'.
  24. Access 'Team Definition' form.
  25. Set the 'Team ID' field to any value and the 'Team Description' field to any value.
  26. Select "Yes" in the 'Active' field and click [File].
  27. Validate the 'Confirm' dialog is displayed and contains the message "Filed" and click [OK].
  28. Click [Select Team] and select the new team created in the 'Select Team' dialog and click [OK].
  29. Click [Select Users].
  30. Check the checkbox for "User B" and click [OK].
  31. Select the 'Individual Client Assignment' item and click [Add New Item].
  32. Search for and select "Client C" in the 'Client ID' field.
  33. Check the "Episode 1" checkbox in the 'Episode(s)' field.
  34. Select the 'Team Definition' item and click [File].
  35. Close the form.
  36. Switch back to 'Session A'.
  37. Validate the 'Task List' console automatically gets refreshed and that "Client C" is added to 'My Caseload' and the 'My Clients' widget.
  38. Switch back to 'Session B'.
  39. Access 'Team Definition' form
  40. Click [Select Team] and select the team created above in the 'Select Team' dialog and click [OK].
  41. Select the 'Individual Client Assignment' item, select the first row, and click [Delete Selected Item].
  42. Validate the message contains "Are you sure?" and click [Yes].
  43. Select the 'Team Definition' item and click [File].
  44. Validate a "Filed" message is displayed and click [OK].
  45. Close the form.
  46. Switch back to 'Session A'.
  47. Validate the 'Task List' console automatically gets refreshed and that "Client C" is removed from 'My Caseload' and the 'My Clients' widget.
  48. Switch back to 'Session B'.
  49. Access 'Admission' form.
  50. Create a client and associate them with the staff member associated with "User B".
  51. Switch back to 'Session A'.
  52. Validate the 'Task List' console automatically get refreshed and the newly admitted client is added to 'My Caseload' and the 'My Clients' widget.
  53. Switch back to 'Session B'.
  54. Access 'Discharge' form and discharge the episode for the client created above.
  55. Switch back to 'Session A'.
  56. Validate the 'Task List' console automatically gets refreshed and that the discharged client is removed from 'My Caseload' and the 'My Clients' widget.
Topics
• Task List
AV-99137 Summary | Details
Task List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Discharge
  • Standing Task Configuration
  • Task Definitions
  • eMAR
  • Orders This Episode
  • Task Associations
Scenario 1: Task List - ensure new tasks are not created on Discharge
Specific Setup:
  • An inpatient program must exist. (Program A)
Steps
  1. Access the 'Admission' form.
  2. Create a new client who is associated with "Program A".
  3. Access the 'Task Definitions' form.
  4. Select "Add" in the 'Add/Edit Task Definition' field.
  5. Set the 'New Task Code' field to "New" and press the Tab key.
  6. Set the 'Task Title' field to "New Task" and click [Submit].
  7. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  8. Access the 'Standing Task Configuration' form.
  9. Select "Program A" from the 'Program' field.
  10. Select "Add" from the 'Add/Edit/Remove Task' field.
  11. Select "Task Definition" from the 'Task Type' field.
  12. Search for and select "New Task (New)" from the 'Task Group/Definition' field.
  13. Set the 'Duration' field to "2" and select "Days" from the 'Duration Units' field.
  14. Search for and select "Every 4 Hours (Q4H)" from the 'Frequency' field.
  15. Click [Update Program] and [Submit].
  16. Validate a message is displayed that states: "Standing Task Configuration has completed. Do you wish to return to form?" and click [No].
  17. Click the 'User Menu' and select the 'Refresh Forms'.
  18. Access 'Discharge' form.
  19. Set the 'Discharge Date' field to the current date.
  20. Set the 'Discharge Time' field to the current time.
  21. Populate all the required fields and click [Submit].
  22. Access 'Task List'.
  23. Search for and select "Client A" in the 'Search Patients' field.
  24. Validate there are no tasks created.
Scenario 2: Task List - ensure new tasks are not created when discontinuing an order
Specific Setup:
  • A pharmacy-type order code must exist. (Pharmacy Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select any pharmacy-type order in the 'New Order' field.
  3. Select "Every 4 Hours" from the 'Freq' field.
  4. Set the 'First Dose Date' field to yesterday's date.
  5. Set the 'First Dose Time' field to "10:00 AM".
  6. Set the 'Duration' field to "2" and click [Days].
  7. Populate all remaining required fields.
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the 'Order grid' contains the new order.
  10. Access 'Task List'.
  11. Search for and select "Client A" in the 'Search Patients' field.
  12. Validate the 'Unscheduled' column contains "Med Order Acknowledgement" and "Med Order Education".
  13. Validate the "Med Admin" task is created for every 4 hours till the duration ends.
  14. Validate the 'Overdue' column contains "Med Admin" tasks and click on the "Med Admin" link.
  15. Click on the "Navigate to eMAR to Complete" link.
  16. Validate 'eMAR NX' launches and contains the order created.
  17. Click on the 'Back To Task List' link and validate that 'Task List' launches.
  18. Access the 'Task Definitions' form.
  19. Select "Add" in the 'Add/Edit Task Definition' field.
  20. Set the 'New Task Code' field to "NewTask" and press the Tab key.
  21. Set the 'Task Title' field to "NewTask Example" and click [Submit].
  22. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  23. Access the 'Task Associations' form.
  24. Select "Task Definition" in the 'Task Type' field.
  25. Search for and select "NewTask Example (NewTask)" in the 'Task Group/Definition' field.
  26. Select "Add" in the 'Add/Edit/Delete Association' field.
  27. Select "Order Entry" in the 'Order Event' field.
  28. Search for and select the order code used to create the order above from the 'Order Code' field.
  29. Click [Update Associations] and [Submit].
  30. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  31. Click the 'User Menu' and select the 'Refresh Forms'.
  32. Access the Order Entry Console.
  33. Select the order in the 'Order grid' and click [D/C], [Add to Scratchpad], and [Sign].
  34. Access 'Task List'.
  35. Search for and select "Client A" in the 'Search Patients' field.
  36. Validate the 'Unscheduled' column contains the "Med Order Acknowledgement" and "Med Order Education".
  37. Validate the "Med Admin" tasks are created under the "Overdue" column.
  38. Validate there are no new tasks created when the order is discontinued.
Topics
• Task List

 

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  2. Tags
    1. Avatar CWS 2024 Update 55
    2. content:release
    3. llm-no-index
    4. role:sysadmin
    5. Task List