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Avatar Cal-PM 2023 Update 10

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Avatar Cal-PM 2022 Update 75

Product Update Form Description

An issue is resolved that may prevent 'Multiple Add-On Service' fields from being enabled when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is set to 'Y'.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Site Specific Section Modeling - Add-On Service fields
An issue has been resolved that may prevent 'Multiple Add-On Service' fields from being enabled on the "Site Specific Section Modeling" form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is set to 'Y'. KB0071953 v0.01
Topics
• Progress Notes • Site Specific Section Modeling
 
Acceptance Tests
AV-86482 Summary | Details
Site Specific Section Modeling - Add-On Service fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Client Ledger
  • Clinical Document Viewer
  • Dictionary Update (PM)
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Service Codes
  • Site Specific Section Modeling (CWS)
Scenario 1: Progress Note (Group and Individual) - Validating Add-On fields in the 'Site Specific Section Modeling' form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting="Y".
Specific Setup:
  • The 'Enable Multiple Add-On Code Per Primary' registry setting is set to "Y".
  • Using the "Service Codes" form, create 3 group service codes. Two of them must be primary add on codes and one of them must be a primary code.
  • Admit a client into an outpatient episode.
Steps
  1. Open the 'Site Specific Section Modeling (CWS)' form.
  2. Select 'CWSPN22000 (Progress Notes (Group and Individual)) Individual Progress Notes' in 'Site Specific Section'.
  3. Select the 'Prompt Definition' section.
  4. Select the 'Add-On Service' field.
  5. Click [Edit Selected Item].
  6. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  7. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  8. Select the 'Add-On Duration' field.
  9. Click the [Edit Selected Item].
  10. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  11. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  12. Select the 'Save Add-On Service' field.
  13. Click the [Edit Selected Item].
  14. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  15. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  16. Select the 'Selected Add-On Services' field.
  17. Click the [Edit Selected Item].
  18. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  19. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  20. Select the 'Select Add-On Service Entry to Edit/Remove' field.
  21. Click the [Edit Selected Item].
  22. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  23. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  24. Select the 'Remove Add-On Service' field.
  25. Click the [Edit Selected Item].
  26. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  27. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  28. Submit the form.
  29. Open the 'Progress Notes (Group and Individual)' form.
  30. Validate the 'Add-On Service' field doesn't exist.
  31. Validate the 'Add-On Duration' field doesn't exist.
  32. Validate the 'Remove Add-On Service Entry to Edit/Remove' field doesn't exist.
  33. Validate the 'Remove Add-On Service' field doesn't exist.
  34. Validate the 'Selected Add-On Services' field doesn't exist.
  35. Validate the 'Save Add-On Service' field doesn't exist.
  36. Open the 'Site Specific Section Modeling (CWS)' form.
  37. Select the 'Prompt Definition' section.
  38. Select the 'Add-On Service' field.
  39. Click [Edit Selected Item].
  40. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  41. Set the 'Exclude from Data Collection Instrument' field to "No".
  42. Select the 'Add-On Duration' field.
  43. Click the [Edit Selected Item].
  44. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  45. Set the 'Exclude from Data Collection Instrument' field to "No".
  46. Select the 'Save Add-On Service' field.
  47. Click the [Edit Selected Item].
  48. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  49. Set the 'Exclude from Data Collection Instrument' field to "No".
  50. Select the 'Selected Add-On Services' field.
  51. Click the [Edit Selected Item].
  52. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  53. Set the 'Exclude from Data Collection Instrument' field to "No".
  54. Select the 'Select Add-On Service Entry to Edit/Remove' field.
  55. Click the [Edit Selected Item].
  56. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  57. Set the 'Exclude from Data Collection Instrument' field to "No".
  58. Select the 'Remove Add-On Service' field.
  59. Click the [Edit Selected Item].
  60. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  61. Set the 'Exclude from Data Collection Instrument' field to "No".
  62. Submit the form.
  63. Open the 'Progress Notes (Group and Individual)' form.
  64. Generate a "Group Default Note".
  65. Add the test client to the group using the Add Client fields on the form.
  66. File the Group Default Note.
  67. Select the test client from the "Select Group Note to Edit" field.
  68. Verify the 'Add-On Service' field exists.
  69. Verify the 'Add-On Duration' field exists.
  70. Verify the 'Select Add-On Service Entry to Edit/Remove' exists.
  71. Verify the 'Remove Add-On Service' button exists.
  72. Verify the 'Selected Add-On Services' field exists.
  73. Verify the 'Save Add-On Service' button exists.
  74. Individualize the progress note for the test client and populate the Add on service fields.
  75. Finalize and sign the document.
  76. Open the 'Progress Notes (Group and Individual)' form.
  77. Select the test client from the "Select Group Note to Edit" field.
  78. Verify the 'Add-On Service' field exists.
  79. Verify the 'Add-On Duration' field exists.
  80. Verify the 'Select Add-On Service Entry to Edit/Remove' exists.
  81. Verify the 'Remove Add-On Service' button exists.
  82. Verify the 'Selected Add-On Services' field exists.
  83. Verify the 'Save Add-On Service' button exists.
  84. Create the progress note for the test client and populate the Add on service fields.
  85. Finalize and sign the document.
  86. Using the "Client Ledger" form, validate the primary and add on services are on the client's ledger.
  87. Using the "Clinical Document Viewer" form, validate the documents display.
Scenario 2: Progress Note (Group and Individual) - Validating Add-On fields in the 'Site Specific Section Modeling' form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting="N"
Specific Setup:
  • The 'Enable Multiple Add-On Code Per Primary' registry setting is set to "N".
Steps
  1. Open the 'Site Specific Section Modeling (CWS)' form.
  2. Select 'CWSPN22000 (Progress Notes (Group and Individual)) Individual Progress Notes' in 'Site Specific Section'.
  3. Select the 'Prompt Definition' section.
  4. Select the 'Add-On Service' field.
  5. Click [Edit Selected Item].
  6. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  7. Select the 'Add-On Duration' field.
  8. Click the [Edit Selected Item].
  9. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  10. Select the 'Save Add-On Service' field.
  11. Click the [Edit Selected Item].
  12. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  13. Select the 'Selected Add-On Services' field.
  14. Click the [Edit Selected Item].
  15. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  16. Select the 'Select Add-On Service Entry to Edit/Remove' field.
  17. Click the [Edit Selected Item].
  18. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  19. Select the 'Remove Add-On Service' field.
  20. Click the [Edit Selected Item].
  21. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  22. Submit the form.
  23. Open the 'Progress Notes (Group and Individual)' form.
  24. Verify the 'Add-On Service' field does not exist.
  25. Verify the 'Add-On Duration' field does not exist.
  26. Verify the 'Select Add-On Service Entry to Edit/Remove' does not exist.
  27. Verify the 'Remove Add-On Service' button does not exist.
  28. Verify the 'Selected Add-On Services' field does not exist.
  29. Verify the 'Save Add-On Service' button does not exist.
  30. Create and finalize the progress note.
  31. Using the "Clinical Document Viewer" to validate the document was stored and can be retrieved.
Topics
• Progress Notes • Site Specific Section Modeling