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Avatar CWS 2024 Update 9

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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

The following issues are resolved: 1) The issue that may occur in 'Progress Notes' forms with the 'Limit Edits/Deletions To Original Author' setting is enabled where users are able to edit draft notes created by another user. 2) An issue in the 'Columbia Suicide Risk Assessment' and 'Columbia SRA Since Last Visit' forms where the 'Assessment Date' is able to be modified after the form has been submitted.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Progress Notes - The 'Limit Edits/Deletions To Original Author' registry setting
Ensure users are not able to edit draft notes created by another user when the 'Limit Edits/Deletions To Original Author' is enabled. KB0075670 v0.01
Topics
• Progress Notes • Registry Settings • User Definition
 
'Columbia Suicide Risk Assessment' and 'Columbia SRA Since Last Visit' forms
Ensure the 'Assessment Date' field cannot be modified after the 'Columbia Suicide Risk Assessment' and 'Columbia SRA Since Last Visits' forms are submitted.
Topics
• Clinical Pathway
 
Acceptance Tests
AV-93675 Summary | Details
Progress Notes - The 'Limit Edits/Deletions To Original Author' 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 (PM)
  • User Definition
  • Ambulatory Progress Notes
Scenario 1: Progress Notes (Group and Individual) - Validate the 'Limit Edits/Deletions To Original Author' registry setting
Specific Setup:
  • Two users are defined with "Level 2" selected for 'User Security Level' (User A & User B).
  • "User A" must have had their user ID changed in the 'Change User ID' form.
  • The 'Limit Edits/Deletion to Original Author' registry setting must be set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • The 'Edit/Delete Security Level Override' registry setting must be set to "3" for the 'Progress Notes (Group and Individual)' form.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Login as "User A".
  2. Access the 'Progress Notes (Group and Individual)' form.
  3. Select "Client A" in the 'Select Client' field.
  4. Select the desired value in the 'Select Episode' field.
  5. Populate all required and desired fields.
  6. Select "Draft" in the 'Draft/Final' field.
  7. File the note.
  8. Log out.
  9. Log in as "User B".
  10. Access the 'Progress Notes (Group and Individual)' form.
  11. Select "Client A" in the 'Select Client' field.
  12. Validate the 'Select Draft Note To Edit' field does not contain the draft note filed by "User A".
  13. Close the form.
Scenario 2: Ambulatory Progress Notes - Validate the 'Limit Edits/Deletions To Original Author' registry setting
Specific Setup:
  • Two users are defined with "Level 2" selected for 'User Security Level' (User A & User B).
  • "User A" must have had their user ID changed in the 'Change User ID' form.
  • The 'Limit Edits/Deletion to Original Author' registry setting must be set to "Y" for the 'Ambulatory Progress Notes' form.
  • The 'Edit/Delete Security Level Override' registry setting must be set to "3" for the 'Ambulatory Progress Notes' form.
  • A client must be enrolled in an existing outpatient episode (Client A).
Steps
  1. Login as "User A".
  2. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  3. Populate all required and desired fields.
  4. Select "Draft" in the 'Draft/Final' field.
  5. Submit the note.
  6. Log out.
  7. Log in as "User B".
  8. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  9. Validate the Pre-Display does not contain the draft note filed by "User A".
  10. Close the form.
Scenario 3: Inpatient Progress Notes - Validate the 'Limit Edits/Deletions To Original Author' registry setting
Specific Setup:
  • Two users are defined with "Level 2" selected for 'User Security Level' (User A & User B).
  • "User A" must have had their user ID changed in the 'Change User ID' form.
  • The 'Limit Edits/Deletion to Original Author' registry setting must be set to "Y" for the 'Ambulatory Progress Notes' form.
  • The 'Edit/Delete Security Level Override' registry setting must be set to "3" for the 'Ambulatory Progress Notes' form.
  • A client must be enrolled in an existing inpatient episode (Client A).
Steps
  1. Login as "User A".
  2. Select "Client A" and access the 'Inpatient Progress Notes' form.
  3. Populate all required and desired fields.
  4. Select "Draft" in the 'Draft/Final' field.
  5. Submit the note.
  6. Log out.
  7. Log in as "User B".
  8. Select "Client A" and access the 'Inpatient Progress Notes' form.
  9. Validate the Pre-Display does not contain the draft note filed by "User A".
  10. Close the form.
Topics
• Progress Notes • Registry Settings • User Definition
AV-94208 Summary | Details
'Columbia Suicide Risk Assessment' and 'Columbia SRA Since Last Visit' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Pathway Enrollment
  • Columbia SRA Since Last Visit
Scenario 1: Columbia Suicide Risk Assessment - Field Validations
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • One or more clinical pathways defined in the 'Clinical Pathway Definition' form.
Steps
  1. Select "Client A" and access the 'Columbia Suicide Risk Assessment' form.
  2. Enter the current date in the 'Assessment Date' field.
  3. Populate all required and desired fields.
  4. Select "Draft" in the 'Status' field.
  5. Submit the form.
  6. Select "Client A" and access the 'Columbia Suicide Risk Assessment' form.
  7. Select the record filed in the previous steps and click [Edit].
  8. Validate the 'Assessment Date' field is disabled and contains the current date.
  9. Validate all previously filed data is displayed.
  10. Select "Final" in the 'Status' field.
  11. Click [OK] on the 'Once set to 'Final', the data cannot be edited in the future' prompt.
  12. Validate the 'Assessment Date' field remains disabled.
  13. Select "Yes" in the 'Enroll in Clinical Pathway' field.
  14. Select desired pathway from the 'Pathway Name' field.
  15. Submit the form.
Scenario 2: Columbia SRA Since Last Visit
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • One or more clinical pathways defined in the 'Clinical Pathway Definition' form.
Steps
  1. Select "Client A" and access the 'Columbia SRA Since Last Visit' form.
  2. Enter the current date in the 'Assessment Date' field.
  3. Populate all required and desired fields.
  4. Select "Draft" in the 'Status' field.
  5. Submit the form.
  6. Select "Client A" and access the 'Columbia SRA Since Last Visit' form.
  7. Select the record filed in the previous steps and click [Edit].
  8. Validate the 'Assessment Date' field is disabled and contains the current date.
  9. Validate all previously filed data is displayed.
  10. Select "Final" in the 'Status' field.
  11. Click [OK] on the 'Once set to 'Final', the data cannot be edited in the future' prompt.
  12. Validate the 'Assessment Date' field remains disabled.
  13. Select "Yes" in the 'Enroll in Clinical Pathway' field.
  14. Select desired pathway from the 'Pathway Name' field.
  15. Submit the form.
Topics
• Clinical Pathway