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Avatar PM 2023 Update 63

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Product Requirements / Recommendations

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RADplus required

Product Update Form Description

The following changes are made: 1) An issue is resolved in the 'Disclosure Management' form where some disclosure information may not be present upon disclosing. 2) The 'Disclosure Management' form is enhanced to use the verbiage 'Disclosure Run Date' based on system settings. NOTE: Avatar CWS 2023 Update 41 and RADplus 2023 Update 48 are needed to make use of this functionality.

Included Updates

39

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Document Routing - Replace ‘Date Created’ with ‘Date Signed’ on Document Routing Images.
Document Routing is enhanced to adjust verbiage of Document Routing Images based on the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images".
Value Added: Add ability to change the 'Date Created' label on Document Routing Images.
Topics
• Disclosure • Modeling • NX • Progress Notes (Group And Individual) • Treatment Plan
 
Acceptance Tests
AV-88224 Summary | Details
Document Routing - Replace ‘Date Created’ with ‘Date Signed’ on Document Routing Images.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
  • Admission
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Treatment Plan
  • Client
  • Disclosure Management Configuration
Scenario 1: Disclosure Management - Form Validations
Specific Setup:
  • In the 'View Attachment Types field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure.
  • In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A).
  • The 'Sort Episodes by Admission Date' registry setting must be enabled.
Steps
  1. Select "Client A" and access the 'Disclosure Management' form.
  2. Enter a date in the 'Request Date' field.
  3. Enter a date in the 'Request Information Start Date' field.
  4. Enter a date in the 'Request Information End Date' field.
  5. In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format.
  6. Select the desired episodes to include.
  7. Click [Apply Filter to Document Images].
  8. Select the desired items in the 'Requested Chart Items' field.
  9. Select the desired documents in the 'Requested Document Images' field.
  10. Enter an organization name in the 'Organization' field.
  11. Go to the 'Authorization' section.
  12. Select "Yes" in the 'Signed Authorization On File' field.
  13. Enter a date in the 'Authorization Start Date' field.
  14. Enter a date in the 'Authorization End Date' field.
  15. Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field.
  16. Select desired episodes to include in the 'Authorization Episode(s)' field.
  17. Click [Update Chart Items Authorized For Disclosure].
  18. Validate all items are set to "Yes" in the 'Authorized' field.
  19. Click [Save].
  20. Click [Refresh Chart Items].
  21. Click [Apply Filter to Document Images].
  22. Click [Update Document Images Authorized for Disclosure].
  23. Validate all items are set "Yes" in the 'Authorized' field.
  24. Click [Save].
  25. Click [Refresh Document Images].
  26. Go to the 'Disclosure' section.
  27. Enter a date in the 'Disclosure Date' field
  28. Enter a time in the 'Disclosure Time' field.
  29. Select "Electronic" in the 'Disclosure Method' field.
  30. Click [Process].
  31. Validate the items list in the 'Disclosure Management' panel are as expected.
  32. Select the item and click [View].
  33. Validate the documents displays as expected.
  34. Click [Disclose].
  35. Validate the disclosure displays as expected and 'Save' displays.
  36. Click [Save].
  37. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [OK].
  38. Validate the file downloads.
  39. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [Cancel].
  40. Validate a dialog stating: "Filing cancelled." and click [OK].
  41. Click [Save].
  42. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [Cancel].
  43. Validate nothing downloads.
  44. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [OK].
  45. Validate the form closes.
Scenario 2: Registry Setting - Replace 'Date Created' with 'Date Signed'
Steps
  1. Open the "Registry Setting" form.
  2. Set the "RADplus->Document Routing->Document Routing Setup->->->Replace 'Date Created' with 'Date Signed' on Document Routing Images' to any value other than "Y" or "N".
  3. Validate the error message "The selected value is not valid in the current system code for the following reason: Please enter "Y" or "N".
  4. Set registry setting to "N".
  5. Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form,
  6. Open the "Progress Notes (Group and Individual)" form.
  7. File an individual progress note.
  8. Finalize and route the note.
  9. Navigate to the "ToDo" widget for the approver.
  10. Validate the first line of every page of the document begins with "Date Created" followed by the date and time the document was finalized.
  11. Click "Accept".
  12. Click "Sign".
  13. Using the "Clinical Document Viewer", validate the document displays as it was filed with "Date Crated" on the first line of every page.
  14. Open the "Registry Setting" form.
  15. Set registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" to "Y".
  16. Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form, form.
  17. Open the "Progress Notes (Group and Individual)" form.
  18. File and individual progress note.
  19. Finalize and route the note.
  20. Navigate to the "ToDo" widget for the approver.
  21. Validate the first line of every page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  22. Click "Accept".
  23. Click "Sign".
  24. Using the "Clinical Document Viewer", validate the document displays as it was filed with "Date Signed" on the first line of every page.
Scenario 3: Progress Notes (Group and Individual) - Date Created vs. Date Signed
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled.
  • Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form.
  • Using "Disclosure Management Configuration", the "Progress Notes (Group and Individual)" form among the forms available to the "Disclosure Management" form.
Steps
  1. Open the "Progress Notes (Group and Individual) form.
  2. Create a form.
  3. Finalize and route the document.
  4. Navigate to the "ToDo" widget.
  5. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized.
  6. Click "Accept".
  7. Click "Sign".
  8. Close the "ToDo" widget.
  9. Open the "Registry Setting" form.
  10. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images".
  11. Open the "Progress Notes (Group and Individual)" form.
  12. Create a form.
  13. Finalize and route the document.
  14. Navigate to the "ToDo" widget.
  15. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized.
  16. Click "Accept".
  17. Click "Sign".
  18. Close the "ToDo" widget.
  19. Open the "Clinical Document Viewer" form.
  20. View both documents that were just saved with the different labels.
  21. Validate the first one finalized includes the "Date Created" label.
  22. Validate the second one finalized includes the "Date Signed" label.
Scenario 4: Treatment Plan - Date Created vs. Date Signed
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled.
  • Using the "Document Routing Setup" form, enable document routing for the "Treatment Plan" form.
  • Using "Disclosure Management Configuration", the "Progress Notes (Group and Individual)" form among the forms available to the "Disclosure Management" form.
Steps
  1. Open the "Treatment Plan" form.
  2. Create a form.
  3. Finalize and route the document.
  4. Navigate to the "ToDo" widget.
  5. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized.
  6. Click "Accept".
  7. Click "Sign".
  8. Close the "ToDo" widget.
  9. Open the "Registry Setting" form.
  10. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images".
  11. Open the "Treatment Plan" form.
  12. Create a form.
  13. Finalize and route the document.
  14. Navigate to the "ToDo" widget.
  15. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized.
  16. Click "Accept".
  17. Click "Sign".
  18. Close the "ToDo" widget.
  19. Open the "Clinical Document Viewer" form.
  20. View both documents that were just saved with the different labels.
  21. Validate the first one finalized includes the "Date Created" label.
  22. Validate the second one finalized includes the "Date Signed" label.
Scenario 5: User Modeled Form - Date Created vs. Date Signed
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled.
  • Using the "Document Routing Setup" form, enable document routing for a user modeled form.
  • Using "Disclosure Management Configuration", the user modeled form among the forms available to the "Disclosure Management" form.
Steps
  1. Open the user modeled form.
  2. Create a form.
  3. Finalize and route the document.
  4. Navigate to the "ToDo" widget.
  5. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized.
  6. Click "Accept".
  7. Click "Sign".
  8. Close the "ToDo" widget.
  9. Open the "Registry Setting" form.
  10. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images".
  11. Open the user modeled form.
  12. Create a form.
  13. Finalize and route the document.
  14. Navigate to the "ToDo" widget.
  15. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized.
  16. Click "Accept".
  17. Click "Sign".
  18. Close the "ToDo" widget.
  19. Open the "Clinical Document Viewer" form.
  20. View both documents that were just saved with the different labels.
  21. Validate the first one finalized includes the "Date Created" label.
  22. Validate the second one finalized includes the "Date Signed" label.
Scenario 6: Disclosure Management - Date Created vs. Date Signed - Document Routing disabled
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be enabled.
  • Using the "Document Routing Setup" form, disable document routing for Progress Notes (Group and Individual), Treatment Plan and a user modeled form.
  • Using "Disclosure Management Configuration", include "Progress Notes (Group and Individual), Treatment Plan and a user modeled form among the forms available to the "Disclosure Management" form.
Steps
  1. Using the "Progress Notes (Group and Individual)" form:
  2. Generate a progress note.
  3. Finalize the note.
  4. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  5. Using the "Treatment Plan" form:
  6. Generate a new treatment plan.
  7. Finalize the note.
  8. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  9. Using a user modeled form:
  10. Generate a new form.
  11. Finalize the form.
  12. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  13. Open the "Disclosure Management" form:
  14. Generate a disclosure packet.
  15. On the Request section, select the client, episode and Request Information Start and End Dates that will encompass the forms previously generated for this test.
  16. Click "Apply Filters to Document Images" button.
  17. In the "Requested Chart Items" box, select "Progress Notes (Group and Individual)", Treatment Plan, user modeled forms you want to include in the disclosure packet.
  18. In the "Requested Document Images" box, select the forms for Progress Notes (Group and Individual), Treatment Plan and user modeled form you want to include in the disclosure packet.
  19. Navigate to the "Authorization" section.
  20. Select the same Episode and the Authorization Start and End Dates.
  21. Click "Yes - Default All Chat Items to Yes" radio button.
  22. Click "Update Chart Items Authorized for Disclosure" button.
  23. Click "Save" button.
  24. Click "Refresh Chart Items" button.
  25. Click "Yes - Default All Document Items To Yes" radio button.
  26. Click the "Update Document Images Authorized for Disclosure" button.
  27. Click "Save" button.
  28. Click "Refresh Document Images" button.
  29. Navigate to the "Disclosure" section.
  30. Populate the "Disclosure Date" and "Disclosure Time".
  31. Select all items in the "Chart Disclosure Information" box.
  32. Select all items in the "Disclosure Images" box.
  33. Select "Electronic" in the "Disclosure Method" field.
  34. Click "Process" button.
  35. Select various forms and then press "View".
  36. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  37. Click "Disclose" button.
  38. The final disclosure packet is presented.
  39. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  40. Click "Save" to generate the disclosure packet into a PDF document to be provided for the request, authorization and disclosure.
  41. Open the "Disclosure Management" form:
  42. Select to edit the disclosure that was just filed.
  43. Validate it displays as it was previously saved.
Scenario 7: Disclosure Management - Date Created vs. Date Signed - Document Routing Enabled
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be enabled.
  • Using the "Document Routing Setup" form, enable document routing for Progress Notes (Group and Individual), Treatment Plan and a user modeled form.
  • Using "Disclosure Management Configuration", include "Progress Notes (Group and Individual), Treatment Plan and a user modeled form among the forms available to the "Disclosure Management" form.
Steps
  1. Using the "Progress Notes (Group and Individual)" form:
  2. Generate a progress note.
  3. Finalize and route the note.
  4. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  5. Using the "Treatment Plan" form:
  6. Generate a new treatment plan.
  7. Finalize and route the note.
  8. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  9. Using a user modeled form:
  10. Generate a new form.
  11. Finalize and route the form.
  12. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  13. Open the "Disclosure Management" form:
  14. Generate a disclosure packet.
  15. On the Request section, select the client, episode and Request Information Start and End Dates that will encompass the forms previously generated for this test..
  16. Click "Apply Filters to Document Images" button.
  17. In the "Requested Chart Items" box, select "Progress Notes (Group and Individual), Treatment Plan, user modeled forms you want to include in the disclosure packet.
  18. In the "Requested Document Images" box, select the forms for Progress Notes (Group and Individual), Treatment Plan and user modeled form you want to include in the disclosure packet.
  19. Navigate to the "Authorization" section.
  20. Select the same Episode and the Authorization Start and End Dates.
  21. Click "Yes - Default All Chat Items to Yes" radio button.
  22. Click "Update Chart Items Authorized for Disclosure" button.
  23. Click "Save" button.
  24. Click "Refresh Chart Items" button.
  25. Click "Yes - Default All Document Items To Yes" radio button.
  26. Click the "Update Document Images Authorized for Disclosure" button.
  27. Click "Save" button.
  28. Click "Refresh Document Images" button.
  29. Navigate to the "Disclosure" section.
  30. Populate the "Disclosure Date" and "Disclosure Time".
  31. Select all items in the "Chart Disclosure Information" box.
  32. Select all items in the "Disclosure Images" box.
  33. Select "Electronic" in the "Disclosure Method" field.
  34. Click "Process" button.
  35. Select various forms and then press "View".
  36. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  37. Click "Disclose" button.
  38. The final disclosure packet is presented.
  39. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  40. Click "Save" to generate the disclosure packet into a PDF document to be provided for the request, authorization and disclosure.
  41. Open the "Disclosure Management" form ;
  42. Select to edit the disclosure that was just filed.
  43. Validate it displays as it was previously saved.
Topics
• Disclosure • Modeling • NX • Progress Notes (Group And Individual) • Treatment Plan