Skip to main content

Avatar CWS 2024 Update 61

  1. Last updated
  2. Save as PDF

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

The following issues are resolved: 1) An issue in 'Treatment Plan' forms that may prevent scrolling free text fields from being updated when the registry setting 'Enable Automatic Backup' is enabled. 2) An issue in 'Progress Notes' forms that may cause the 'Draft/Final' field to be incorrectly populated when it is excluded from the DCI while the 'Default To Draft' registry setting is enabled. 3) An issue in 'Progress Notes (Group And Individual)' forms that may prevent the 'Group Name or Number' and 'Group Documentation Date' fields from saving correctly when a draft note is submitted.

Required Updates

None

Included Updates

5, 14, 29, 47, 54

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
Progress Notes - 'Default to Draft' registry setting
Ensure 'Draft/Final' fields are populated as expected when the 'Draft/Final' field is excluded from the DCI and the 'Default to Draft' registry setting is enabled.
Topics
• Progress Notes • Scheduling Calendar
 
Progress Notes (Group and Individual) - Group Notes
Ensure the 'Group Name or Number' and 'Group Documentation Date' fields are saved properly when a draft note is submitted in the 'Progress Notes (Group and Individual)' form. KB0076977 v0.01
Topics
• Draft/Final • Group Progress Notes • Progress Notes
 
Treatment Plan - 'Enable Automatic Backup' registry setting
Ensure scrolling free text fields are updated as expected in the 'Treatment Plan' form when the 'Enable Automatic Backup' registry setting is enabled.
Topics
• Treatment Plan
 
Acceptance Tests
AV-88012 Summary | Details
Progress Notes - 'Default to Draft' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Appointment Scheduling System Defaults
  • Registry Settings (CWS)
  • Scheduling Calendar - Status Update
  • Site Specific Section Modeling (CWS)
Scenario 1: Validate the 'Post Missed Visit Appointments Within Scheduling Calendar' and 'Default to Draft' registry settings
Specific Setup:
  • The 'Default To Draft' registry setting must be enabled for Progress Notes.
  • The 'Post Missed visit Appointments' registry setting must be set to "YP".
  • The 'Draft/Final' field must be removed from the 'Data Collection Instrument' in 'Site Specific Section Modeling' for the 'Progress Notes (Group and Individual)' form.
  • The following fields must be configured in the 'Appointment Scheduling System Defaults' form:
  • Inpatient Progress Note
  • The 'Progress Notes (Group and Individual)' form will be used for testing.
  • Outpatient Progress Note
  • The 'Progress Notes (Group and Individual)' form will be used for testing.
  • Note Type
  • Reason For Correction (Progress Note)
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click and click [Add Appointment].
  3. Populate all required and desired fields.
  4. Select "Client A" in the 'Client' field.
  5. Click [Submit].
  6. Validate the newly created appointment is displayed.
  7. Right click on the appointment and click [Status Update].
  8. Select "Yes" in the 'Missed Visit' field.
  9. Select the desired missed visit code in the 'Missed Visit Service Code' field.
  10. Enter the desired value in the 'Missed Visit Notes' field.
  11. Click [Submit] and [Dismiss].
  12. Access Crystal Reports or other SQL Reporting Tool.
  13. Create a report using the 'SYSTEM.cw_patient_notes' SQL table.
  14. Navigate to the missed visit note for "Client A".
  15. Validate the 'draft_final_code' field does not contain any value.
  16. Validate the 'draft_final_value' field does not contain any value.
  17. Close the report.
Topics
• Progress Notes • Scheduling Calendar
AV-97795 Summary | Details
Progress Notes (Group and Individual) - Group Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - Group Default Notes - Validate draft/final functionality when individualizing progress notes for a group member
Specific Setup:
  • Document routing must be enabled on the 'Progress Notes (Group and Individual) form.
  • A group (Group A) is defined with two clients (Client A & Client B) in the 'Group Registration' form.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date of Group' field.
  4. Select "Group A" in the 'Group Name or Number' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select the desired value in the 'Note Type' field.
  7. Enter the desired value in the 'Note' field.
  8. Click [File Note].
  9. Validate a message is displayed stating: Progress notes are filed.
  10. Click [OK].
  11. Select the "Individual Progress Notes" section.
  12. Select "Group A" in the 'Group Name or Number' field.
  13. Enter the current date in the 'Note Date' field.
  14. Select the note for "Client A" in the 'Select Note to Edit' field.
  15. Select "Final" in 'Draft/Final' field.
  16. Click [File Note].
  17. Validate the 'Confirm Document' dialog is displayed.
  18. Validate the document contains the 'Group Name or Number' and 'Note Date' fields.
  19. Click [Reject].
  20. Select "Draft" in 'Draft/Final' field.
  21. Click [File Note] and close the form.
  22. Access the 'Progress Notes (Group and Individual)' form.
  23. Select "Client A" in the 'Select Client' field.
  24. Select the episode used in the prior steps in the 'Select Episode' field.
  25. Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field.
  26. Validate the progress note details are displayed as expected.
  27. Select "Final" in 'Draft/Final' field.
  28. Click [File Note].
  29. Validate the 'Confirm Document' dialog is displayed.
  30. Validate the document contains the 'Group Name or Number' and 'Note Date' fields
  31. Click [Accept].
  32. Enter the password for the logged in user and click [Verify].
  33. Enter valid password in 'Password' field.
  34. Close the form.
  35. Access Crystal Reports or other SQL Reporting Tool.
  36. Create a report using the 'SYSTEM.cw_patient_notes' SQL table.
  37. Navigate to the row for the note filed for "Client A".
  38. Validate the 'GROUP_ID' and 'date_of_group_service' fields are populated as expected.
  39. Close the report.
Topics
• Draft/Final • Group Progress Notes • Progress Notes
AV-98946 Summary | Details
Treatment Plan - 'Enable Automatic Backup' registry setting
Scenario 1: Treatment Plan - Add a Problem, Goal, Objective, and Intervention with the 'Enable Automatic Backup' registry setting set to "Y"
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Set the 'Strengths' field to any value.
  6. Set the 'Weaknesses' field to any value.
  7. Set the 'Discharge Planning' field to any value.
  8. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  9. Click [Add New Problem], [Add New Goal], [Add New Objective] and [Add New Intervention].
  10. Without populating the required fields, click [Return to Plan].
  11. Select "Final" in the 'Treatment Plan Status' field.
  12. Validate a 'Missing Required Fields' dialog is displayed.
  13. Click [OK].
  14. Validate "Draft" remains selected in the 'Treatment Plan Status' field.
  15. Click [Launch Plan].
  16. Select the problem added in the previous steps.
  17. Set the ‘Problem Code’ field to any value.
  18. Select “Active” in the ‘Status (Problem List)’ field.
  19. Set the ‘Problem’ field to any value.
  20. Select any value in the ‘Status’ field.
  21. Select any value in the 'Staff Assigning' field.
  22. Select any value in the 'Staff Responsible' field.
  23. Select the goal added in the previous steps.
  24. Enter a value containing 3 lines of text in the 'Goal' field.
  25. Select any value in the ‘Status’ field.
  26. Select any value in the 'Staff Assigning' field.
  27. Select any value in the 'Staff Responsible' field.
  28. Select the objective added in the previous steps.
  29. Set the ‘Objective’ field to any value.
  30. Select any value in the ‘Status’ field.
  31. Select any value in the 'Staff Assigning' field.
  32. Select any value in the 'Staff Responsible' field.
  33. Select the intervention added in the previous steps.
  34. Set the ‘Intervention’ field to any value.
  35. Select any value in the ‘Status’ field.
  36. Select any value in the 'Staff Assigning' field.
  37. Select any value in the 'Staff Responsible' field.
  38. Click [Return to Plan] and [OK].
  39. Click [Launch Plan].
  40. Select the goal added in the previous steps.
  41. Remove a line of text from the 'Goal' field.
  42. Click [Return to Plan] and [OK].
  43. Click [Launch Plan].
  44. Select the goal.
  45. Validate the 'Goal' field no longer contains the line of text removed in the previous steps.
  46. Click [Return to Plan], [OK], and close the form.
  47. Select “Client A” and access the ‘Treatment Plan’ form.
  48. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  49. Validate the 'Strengths' field contains the value previously filed.
  50. Validate the 'Weaknesses' field contains the value previously filed.
  51. Validate the 'Discharge Planning' field contains the value previously filed.
  52. Click [Launch Plan].
  53. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added with all updated data.
  54. Click [Return to Home View].
Topics
n/a