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Avatar CWS 2024 Update 57

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

An issue is resolved in treatment plan forms that may prevent assigned services with colons in their description from displaying correctly.

Required Updates

None

Included Updates

2

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Treatment Plan - 'Assigned Services'
An issue is resolved in treatment plan forms that may prevent assigned services with colons in their description from displaying correctly. KB0076910 v0.01
Topics
• Treatment Plan
 
Acceptance Tests
AV-93371 Summary | Details
Treatment Plan - 'Assigned Services'
Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • The client must be admitted to an active episode. (Client A).
  • Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
  • Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled.
  • Document routing must be enabled for the 'Treatment Plan' form through 'Document Routing Setup
  • A service code with a colon must be defined in the 'Service codes' form (Service Code A).
  • The logged in user has the "All Documents" widget and the "Console Widget Viewer" widget on their home view or an additional view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Populate any other required and desired fields.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Click [Add New Problem].
  9. Select the desired value in the 'Problem Code' field.
  10. Enter the desired value in the 'Problem' field.
  11. Select the desired value in the 'Status (Problem List)' field.
  12. Select the desired value in the 'Status' field.
  13. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
  14. Click [Add New Intervention].
  15. Enter any value in the 'Intervention' field.
  16. Select any value from the 'Status' field.
  17. Click [Add Service] in the 'Assigned Services' field.
  18. Validate the 'Assigned Services' grid fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  19. Select the desired value in the 'Service Program' field.
  20. Select "Service Code A" in the 'Service Code' field.
  21. Select any value in the 'Frequency' field.
  22. Select any value in the 'Duration' field.
  23. Enter any value in the 'Amount' field.
  24. Select any value in the 'Service Mode' field.
  25. Select any value in the 'Place of Service field.
  26. Enter any value in the 'Agency and Staff Responsible' field.
  27. Click [Back To Plan Page] and [Submit].
  28. Select "Client A" and access the 'Treatment Plan' form.
  29. Click to edit the row just submitted.
  30. Click [Launch Plan].
  31. Click the 'Interventions' item on the plan tree.
  32. Validate all previously filed values are displayed.
  33. Click [Back to Plan Page].
  34. Select "Final" in the 'Treatment Plan Status' field.
  35. Click [Submit].
  36. Validate the document routing preview displays the 'Assigned Services' data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  37. Click [Accept].
  38. Enter the password associated with the logged in user and click [Verify].
  39. Select "Client A" and access the 'Chart View'.
  40. Select "Treatment Plan" from the 'Forms List'.
  41. Validate the Treatment Plan is displayed as expected with "Service Code A" as the assigned service.
  42. Close the chart.
  43. Select "Client A" and access the 'All Documents' widget.
  44. Select "Treatment Plan" in the 'Forms' field.
  45. Select the treatment plan filed in the previous steps and validate it displays in the 'Console Widget Viewer'.
  46. Validate "Service Code A" is displayed as the assigned service.
  47. Click [Close All].

Scenario 2: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • The client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Enable Automatic Backup' registry setting is set to "N".
  • Must have a Word document with text containing smart quotes (Text A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date displayed in the 'Plan Date' field.
  4. Select the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Enter any value in the 'Strength' field.
  8. Click on the [Text Editor] icon for the 'Strength Field'.
  9. Copy "Text A" from the Word document and paste it into the 'Text Editor'.
  10. Click [Save].
  11. Validate that the 'Strength Field' contains the value from "Text A".
  12. Validate "Draft" is now selected in the 'Current Status' field.
  13. Click [Launch Plan].
  14. Add a problem, goal, objective, and intervention.
  15. Click [Return to Plan] and [OK].
  16. Validate the 'Plan Date' field is disabled.
  17. Select "Final" in the 'Draft/Final' field.
  18. Select "Active" in the 'Current Status' field.
  19. Click [Submit].
  20. Validate a 'Confirm Document' dialog is displayed.
  21. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  22. Click [Accept].
  23. Enter the password and click [Verify].
  24. Select "Client A" and access the 'Treatment Plan' form.
  25. Select the record from the previous steps and click [Edit].
  26. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  27. Click [Yes].
  28. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  29. Select "Completed" in the 'Current Status' field.
  30. Click [Submit].
  31. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  32. Click [OK].
  33. Select "Client A" and access the 'Treatment Plan' form.
  34. Select the record from the previous steps and click [Edit].
  35. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  36. Click [Yes].
  37. Validate "Completed" is selected in the 'Current Status' field.
  38. Close the form.
Topics
• Treatment Plan

 

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  2. Tags
    1. Avatar CWS 2024 Update 57
    2. content:release
    3. llm-no-index
    4. role:sysadmin
    5. Treatment Plan