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Avatar PM 2023 Update 39

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Product Requirements / Recommendations

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Product Update Form Description

The following changes are made: 1) The 'Disclosure Management' form is enhanced to allow filtering of Requested Chart Items by Episode and by Request Information Date Range. 2) An issue in the 'Disclosure Management' form where chart items with no information would not appear in the warning dialog upon clicking 'Process' in the 'Disclosure' section is resolved.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED1
New (1)
Disclosure Management - Filter document images
The "Disclosure Management" form is enhanced to filter document image requests/authorizations by episode and date.
Value Added: Disclosure Management enhanced filtering of document images.
Topics
• Disclosure
 
Fixed (1)
Disclosure Management - Items for Disclosure with no data
An issue has been resolved where under certain circumstances items with no data are added to the 'Items For Disclosure' portion of disclosure management after hitting disclose in the Disclosure tab. 
Topics
• Disclosure
 
Acceptance Tests
AV-87023 Summary | Details
Disclosure Management - Filter document images
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Disclosure Management
  • Disclosure Management Configuration
  • Clinical Document Viewer
  • Create New Treatment Plan
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
  • Treatment Plan
  • Treatment Plan Number 8
  • User Definition
Scenario 1: Disclosure Management - Field Validations
Specific Setup:
  • Using the "Disclosure Management Configuration" form, set up the first page image, watermark, and forms to associate to set up Disclosure Management.
Steps
  1. Open the "Disclosure Management" form.
  2. Populate all required and desired fields in the request, authorization, and the disclosure sections.
  3. Select "Electronic" in the "Disclosure Method" field.
  4. Click the "Process" button.
  5. Validate the appropriate items are included in the disclosure packet.
  6. Click "Disclose".
  7. Click the PDF download icon.
  8. Browse to the location to store the file on the server.
  9. Provide the file name with a .pdf file extension.
  10. Click the "Save" button.
Scenario 2: Disclosure Management - Apply Filter to Document Images
Specific Setup:
  • Using the "Create New Treatment Plan" form, create a non episodic copy of the Treatment Plan form.
  • Using the "Document Routing Setup" form, enable the new Treatment Plan form for document routing, the Treatment Plan and Progress Notes (Group and Individual) forms.
  • Using "User Definition" ensure the user has access to the above forms.
  • Admit or select a test client into multiple episodes.
  • Generate a couple of Non Episode Treatment Plans for different dates.
  • Finalize and route to an approver.
  • Log in as the approver and approve the document by signing.
  • Generate a couple of episodic Treatment Plans for different dates and different episodes.
  • Finalize and route to an approver.
  • Log in as the approver and approve the document by signing.
  • Generate a couple of Progress Notes (Group and Individual) for different dates and different episodes.
  • Finalize and route to an approver.
  • Log in as the approver and approve the document by signing.
  • Using the "Document Management Configuration" form, set up disclosure management by setting up an image to include in each packet, a disclosure statement, a watermark and to identify valid types of forms to attach to a disclosure.
  • An Organization must be created in the 'Disclosure Management' form (Organization A).
Steps
  1. Open the 'Disclosure Management' form for the same client selected above.
  2. Click [Add] if this form has ever been filed for the client before.
  3. Set the 'Request Date' field to the current date.
  4. Select desired episode(s) from the 'Request Episode(s)' field.
  5. Select desired chart items from the 'Requested Chart Items' field.
  6. Validate non episodic forms are included regardless of the episode selected.
  7. Click [Apply Filter To Document Images].
  8. Validate the Document Images listed in the "Requested Document Images" are filtered by the episode(s) and Request Start/End dates.
  9. Set the 'Requesting Organization or Individual' field to "Organization A"
  10. Select the 'Authorization' section.
  11. Set the 'Authorization Start Date' field to desired date.
  12. Set the 'Authorization End Date' field to desired date.
  13. Select the episode(s).
  14. Click [Apply Filter To Document Images].
  15. Validate the Document Images listed in the "Requested Document Images" are filtered by the episode(s) and Authorization Start/End dates.
  16. Select "Yes" in "Default all Chart Items to Yes".
  17. Click [Update Chart Items Authorized for Disclosure].
  18. Validate the 'Authorized' cell for all rows is set to "Y".
  19. Click [Save].
  20. Click [Refresh Chart Items].
  21. Verify the Chart Items Authorized for Disclosure' field is updated.
  22. Click [Apply Filter to Document Images].
  23. Select "Yes" in "Default all Document Images to Yes".
  24. Click [Update Chart Items Authorized for Disclosure].
  25. Validate the 'Authorized' cell for all rows is set to "Y".
  26. Click [Save].
  27. Select the 'Disclosure' section.
  28. Set the 'Disclosure Date' field to the current date.
  29. Select all chart items and all document images.
  30. Select the method to report.
  31. Click [Process].
  32. Click [View].
  33. Verify the chart items and document images to be included are the items that were chosen.
  34. Verify the disclosure file includes the image, disclosure statement, watermark and the chosen chart items and document images.
Topics
• Disclosure
AV-87770 Summary | Details
Disclosure Management - Items for Disclosure with no data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Disclosure Management
  • Disclosure Management Configuration
  • Clinical Document Viewer
  • Create New Treatment Plan
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
  • Treatment Plan
  • Treatment Plan Number 8
  • User Definition
Scenario 1: Disclosure Management - Field Validations
Specific Setup:
  • Using the "Disclosure Management Configuration" form, set up the first page image, watermark, and forms to associate to set up Disclosure Management.
Steps
  1. Open the "Disclosure Management" form.
  2. Populate all required and desired fields in the request, authorization, and the disclosure sections.
  3. Select "Electronic" in the "Disclosure Method" field.
  4. Click the "Process" button.
  5. Validate the appropriate items are included in the disclosure packet.
  6. Click "Disclose".
  7. Click the PDF download icon.
  8. Browse to the location to store the file on the server.
  9. Provide the file name with a .pdf file extension.
  10. Click the "Save" button.
Scenario 2: Disclosure Management - Apply Filter to Document Images
Specific Setup:
  • Using the "Create New Treatment Plan" form, create a non episodic copy of the Treatment Plan form.
  • Using the "Document Routing Setup" form, enable the new Treatment Plan form for document routing, the Treatment Plan and Progress Notes (Group and Individual) forms.
  • Using "User Definition" ensure the user has access to the above forms.
  • Admit or select a test client into multiple episodes.
  • Generate a couple of Non Episode Treatment Plans for different dates.
  • Finalize and route to an approver.
  • Log in as the approver and approve the document by signing.
  • Generate a couple of episodic Treatment Plans for different dates and different episodes.
  • Finalize and route to an approver.
  • Log in as the approver and approve the document by signing.
  • Generate a couple of Progress Notes (Group and Individual) for different dates and different episodes.
  • Finalize and route to an approver.
  • Log in as the approver and approve the document by signing.
  • Using the "Document Management Configuration" form, set up disclosure management by setting up an image to include in each packet, a disclosure statement, a watermark and to identify valid types of forms to attach to a disclosure.
  • An Organization must be created in the 'Disclosure Management' form (Organization A).
Steps
  1. Open the 'Disclosure Management' form for the same client selected above.
  2. Click [Add] if this form has ever been filed for the client before.
  3. Set the 'Request Date' field to the current date.
  4. Select desired episode(s) from the 'Request Episode(s)' field.
  5. Select desired chart items from the 'Requested Chart Items' field.
  6. Validate non episodic forms are included regardless of the episode selected.
  7. Click [Apply Filter To Document Images].
  8. Validate the Document Images listed in the "Requested Document Images" are filtered by the episode(s) and Request Start/End dates.
  9. Set the 'Requesting Organization or Individual' field to "Organization A"
  10. Select the 'Authorization' section.
  11. Set the 'Authorization Start Date' field to desired date.
  12. Set the 'Authorization End Date' field to desired date.
  13. Select the episode(s).
  14. Click [Apply Filter To Document Images].
  15. Validate the Document Images listed in the "Requested Document Images" are filtered by the episode(s) and Authorization Start/End dates.
  16. Select "Yes" in "Default all Chart Items to Yes".
  17. Click [Update Chart Items Authorized for Disclosure].
  18. Validate the 'Authorized' cell for all rows is set to "Y".
  19. Click [Save].
  20. Click [Refresh Chart Items].
  21. Verify the Chart Items Authorized for Disclosure' field is updated.
  22. Click [Apply Filter to Document Images].
  23. Select "Yes" in "Default all Document Images to Yes".
  24. Click [Update Chart Items Authorized for Disclosure].
  25. Validate the 'Authorized' cell for all rows is set to "Y".
  26. Click [Save].
  27. Select the 'Disclosure' section.
  28. Set the 'Disclosure Date' field to the current date.
  29. Select all chart items and all document images.
  30. Select the method to report.
  31. Click [Process].
  32. Click [View].
  33. Verify the chart items and document images to be included are the items that were chosen.
  34. Verify the disclosure file includes the image, disclosure statement, watermark and the chosen chart items and document images.
Topics
• Disclosure

 

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