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RADplus 2022 Update 108

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Product Requirements / Recommendations

RADplus required

Additional Requirements

Avatar NX 2022.10.00 is required for full functionality.

Product Update Form Description

The following enhancements are added: 1) The 'Append' button is added to the NX 'All Documents' widget. 2) NX Documentation Views will filter the list of document types listed on the sidebar to only documents applicable to the current client.

Included Updates

33, 34, 45, 64, 66, 70, 83, 97

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
'All Documents' Widget
Avatar NX is enhanced to display the types of documents each client has on file in the 'All Documents' widget. Please note: Avatar NX Update 2022.10.00 is required for full functionality.
Value Added: Enhanced client experience
Topics
• All Documents Widget • NX • Progress Notes (Group And Individual) • Treatment Plan
 
'Console Widget Viewer' - Append Documents
Avatar is enhanced to support appending documents in the 'Console Widget Viewer' in Avatar NX. Please note: Avatar NX Update 2022.10.00 is required for full functionality.
Value Added: The ability to append documents in Avatar NX
Topics
• All Documents Widget • Console Widget • Document Routing • My To Do's • NX • Progress Notes (Group And Individual) • Registry Settings • Widgets
 
Acceptance Tests
AV-72408 Summary | Details
'All Documents' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Primary All Documents Widget
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Treatment Plan
Scenario 1: Validate the 'Filter NX Documentation View Sidebar Document List by Client' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode with no documents filed (Client A).
  • A client must be enrolled in an existing episode and have numerous routed documents on file (Client B).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms.
  • Each form must have a different document types associated within the 'Document Routing Setup' form.
  • There must be 2 users:
  • A user who is logged in and has access to all document types in 'User Definition' (User A).
  • A user who does not have access to the document types in 'User Definition' (User B).
  • The 'Filter NX Documentation View Sidebar Document List by Client' registry setting will be enabled. If you would like this disabled, please contact a Netsmart Representative.
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Validate no document types display under the 'Doc Widget:Progress Note Documents' field on the sidebar.
  3. Access the 'Progress Notes (Group and Individual)' form.
  4. Select any value in the 'Progress Note For' field.
  5. Select any value in the 'Note Type' field.
  6. Enter any value in the 'Notes' field.
  7. Populate any desired and required fields.
  8. Select "Final" in the 'Draft/Final' field.
  9. Click [Submit Note].
  10. Validate a ' Confirm Document' dialog is displayed with the progress note data.
  11. Click [Sign].
  12. Enter the password and click [Verify].
  13. Validate a 'Progress Notes' dialog stating: "Note Filed".
  14. Click [OK] and close the form.
  15. Navigate to the 'All Documents' view.
  16. Refresh the 'All Documents' widget.
  17. Validate a document type displays under the 'Doc Widget:Progress Note Documents' field on the sidebar.
  18. Access the 'Treatment Plan' form.
  19. Enter the current date in the 'Plan Date' field.
  20. Select any value in the 'Plan Type' field.
  21. Select "Draft" in the 'Treatment Plan Status' field.
  22. Click [Launch Plan].
  23. Click [Add New Problem].
  24. Populate all required fields.
  25. Click [Add New Goal].
  26. Populate all required fields.
  27. Click [Add New Objective].
  28. Populate all required fields.
  29. Click [Add New Intervention].
  30. Populate all required fields.
  31. Click [Return to Plan].
  32. Select "Final" in the 'Draft/Final' field.
  33. Click [Submit].
  34. Validate the treatment plan data displays as expected in the 'Confirm Document' dialog.
  35. Click [Sign].
  36. Enter the password and click [Verify].
  37. Navigate to the 'All Documents' view.
  38. Refresh the 'All Documents' widget.
  39. Validate an additional document type displays under the 'Doc Widget:Progress Note Documents' field on the sidebar.
  40. Select "Client B".
  41. Validate the sidebar updates.
  42. Log out.
  43. Log in as "User B".
  44. Select "Client A" and navigate to the 'All Documents' view.
  45. Validate no document types display under the 'Doc Widget:Progress Note Documents' field on the sidebar.
  46. Select "Client B".
  47. Validate no document types display under the 'Doc Widget:Progress Note Documents' field on the sidebar.
Topics
• All Documents Widget • NX • Progress Notes (Group And Individual) • Treatment Plan
AV-78743 Summary | Details
'Console Widget Viewer' - Append Documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Append Progress Notes
  • HomeView - Console Widget Viewer
  • HomeView - Progress Notes Widget
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Console Widget Viewer
Scenario 1: Validate appending to a Progress Note via the "Console Widget Viewer" (Append Security Level Override -Enabled)
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Have console widget created for the progress note form using the 'Console Widget Configuration' form ('Progress Notes' Console Widget).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • The 'Append Progress Notes: Limit Append to Original Author' registry setting must be enabled.
  • The 'Append Security Level Override' registry setting must be set to "3". (Note: This setting will override the 'Limit Append To Original Author' registry setting)
  • There must be 4 users:
  • A user with an associated practitioner (Practitioner A) that's logged in (User A).
  • "User A" has the 'My To Do's' widget configured to a view and has a 'User Security Level' of "3" in the 'User Definition' form.
  • A user that has a 'User Security Level' of "3" in the 'User Definition' form (User B).
  • A user that has a 'User Security Level' higher than "3" in the 'User Definition' form (User C).
  • A user that has a 'User Security Level' lower than "3" in the 'User Definition' form (User D).
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit Note].
  5. Validate the note displays as expected in the 'Confirm Document' dialog and click [Sign and Route].
  6. Enter the password and click [Verify].
  7. In the 'Route Document to' dialog select "Practitioner A" and click [Submit].
  8. Close the form.
  9. Navigate to the 'My To Do's' widget.
  10. Validate the document for "Client A" is present and click [Review].
  11. Validate the document displays as expected.
  12. Click [Accept] and [Sign].
  13. Enter the password and click [Verify].
  14. Select "Client A" and navigate to the 'Progress Notes' console widget.
  15. Validate an entry displays for "Client A" and click [View].
  16. Validate the note displays as expected in the 'Console Widget Viewer'.
  17. Click [Append].
  18. Validate the 'Append Progress Notes' form launches.
  19. Validate all the fields are populated in the form, as expected.
  20. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  21. Click [Submit].
  22. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  23. Click [Accept].
  24. Enter the password and click [Verify].
  25. Validate the form is filed successfully.
  26. Navigate to the 'Progress Notes' console widget.
  27. Refresh the widget.
  28. Click [View].
  29. Validate the note and appended comment display as expected in the 'Console Widget Viewer'.
  30. Log out.
  31. Login as "User B".
  32. Select "Client A" and navigate to the 'Progress Notes' console widget.
  33. Validate an entry displays for "Client A" and click [View].
  34. Validate the note and appended comment display as expected in the 'Console Widget Viewer'.
  35. Validate 'Append' is present since "User B" has the same security level as "User A".
  36. Click [Append].
  37. Validate the 'Append Progress Notes' form launches.
  38. Validate all the fields are populated in the form, as expected.
  39. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  40. Click [Submit].
  41. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  42. Click [Accept].
  43. Enter the password and click [Verify].
  44. Validate the form is filed successfully.
  45. Log out.
  46. Login as "User C".
  47. Select "Client A" and navigate to the 'Progress Notes' console widget.
  48. Validate an entry displays for "Client A" and click [View].
  49. Validate the note and appended comments display as expected in the 'Console Widget Viewer'.
  50. Validate 'Append' is present since "User C" has a higher security level than "User A".
  51. Click [Append].
  52. Validate the 'Append Progress Notes' form launches.
  53. Validate all the fields are populated in the form, as expected.
  54. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  55. Click [Submit].
  56. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  57. Click [Accept].
  58. Enter the password and click [Verify].
  59. Validate the form is filed successfully.
  60. Log out.
  61. Log in as "User D".
  62. Select "Client A" and navigate to the 'Progress Notes' console widget.
  63. Validate an entry displays for "Client A" and click [View].
  64. Validate the note and appended comments display as expected in the 'Console Widget Viewer'.
  65. Validate 'Append' is not present since "User D" has a lower security level than "User A".
Scenario 2: Validate the 'Limit Append to Original Author' registry setting - Progress Note via the "Console Widget Viewer"
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Have console widget created for the progress note form using the 'Console Widget Configuration' form ('Progress Notes' Console Widget).
  • There must have two users:
  • A user that's logged in and has a practitioner associated (Practitioner A) (User A).
  • Another user (User B)
  • Have the "Progress Notes" Console Widget, the "Console Widget Viewer" and the "My To Do's" widget added to both of the user's home view.
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • The 'Append Progress Notes: Limit Append to Original Author' registry setting must be enabled.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit Note].
  5. Validate the note displays as expected in the 'Confirm Document' dialog and click [Sign and Route].
  6. Enter the password and click [Verify].
  7. In the 'Route Document to' dialog select "Practitioner A" and click [Submit].
  8. Close the form.
  9. Navigate to the 'My To Do's' widget.
  10. Validate the document for "Client A" is present and click [Review].
  11. Validate the document displays as expected.
  12. Click [Accept] and [Sign].
  13. Enter the password and click [Verify].
  14. Select "Client A" and navigate to the 'Progress Notes' console widget.
  15. Validate an entry displays for "Client A" and click [View].
  16. Validate the note displays as expected in the 'Console Widget Viewer'.
  17. Click [Append].
  18. Validate the 'Append Progress Notes' form launches.
  19. Validate all the fields are populated in the form, as expected.
  20. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  21. Click [Submit].
  22. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  23. Click [Accept].
  24. Enter the password and click [Verify].
  25. Validate the form is filed successfully.
  26. Navigate to the 'Progress Notes' console widget.
  27. Refresh the widget.
  28. Click [View].
  29. Validate the note and appended comment display as expected in the 'Console Widget Viewer'.
  30. Log out.
  31. Login as "User B".
  32. Select "Client A" and navigate to the 'Progress Notes' console widget.
  33. Validate an entry displays for "Client A" and click [View].
  34. Validate the note and appended comment display as expected in the 'Console Widget Viewer'.
  35. Validate 'Append' does not display in the 'Console Widget Viewer'.
  36. Access the 'Registry Settings' form.
  37. Enter "Limit Append To Original Author" in the 'Limit Registry Settings to the Following Search Criteria' field.
  38. Click [View Registry Settings].
  39. Select "Append Progress Notes: Limit Append to Original Author" and click [OK].
  40. Enter "N" in the 'Registry Setting Value' field.
  41. Click [Submit], [OK], and [No].
  42. Navigate to the 'Progress Notes' console widget.
  43. Refresh the widget.
  44. Validate an entry displays for "Client A" and click [View].
  45. Validate the note and appended comment display as expected in the 'Console Widget Viewer'.
  46. Click [Append].
  47. Validate the 'Append Progress Notes' form launches.
  48. Validate all the fields are populated in the form, as expected.
  49. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  50. Click [Submit].
  51. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  52. Click [Accept].
  53. Enter the password and click [Verify].
  54. Validate the form is filed successfully.
  55. Navigate to the 'Progress Notes' console widget.
  56. Refresh the widget.
  57. Click [View].
  58. Validate the note and appended comments display as expected in the 'Console Widget Viewer'.
Scenario 3: Validate appending to a Document via the "Console Widget Viewer"
Specific Setup:
  • Have a Modeled form with document routing enabled (Form A).
  • Have console widget created for the modeled form using the 'Console Widget Configuration' form.
  • Have the modeled form console widget (Widget A), the 'Console Widget Viewer' and the 'My To Do's' widget, added to all of the user's home view.
  • The Append Documents 'Limit Append to Original Author' registry setting must be enabled.
  • There must be three users:
  • A user that's logged in and has a practitioner associated (Practitioner A) and has access to "Form A" and the 'Append Documents' form (User A).
  • A user has to access "Form A" and the 'Append Documents' form (User B).
  • A user who has access to "Form A" but does not have access to the 'Append Documents' form (User C).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all the desired fields on the form.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit].
  5. Validate the 'Confirm Document' dialog contains the expected data.
  6. Click [Sign and Route].
  7. Enter the password and click [Verify].
  8. In the 'Route Document to' dialog select "Practitioner A" and click [Submit].
  9. Navigate to the 'My To Do's' widget.
  10. Validate the document for "Client A" is present and click [Review].
  11. Validate the document displays as expected.
  12. Click [Accept] and [Sign].
  13. Enter the password and click [Verify].
  14. Navigate to "Widget A".
  15. Validate an entry displays for "Client A" and click [View].
  16. Validate the document displays as expected in the 'Console Widget Viewer'.
  17. Click [Append].
  18. Validate the 'Append Documents' form launches.
  19. Validate all the fields are populated in the form, as expected.
  20. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  21. Click [Submit].
  22. Validate the 'Confirm Document' dialog contains all the document's data including the comments added.
  23. Click [Accept].
  24. Enter the password and click [Verify].
  25. Validate the form is filed successfully.
  26. Refresh "Widget A".
  27. Click [View] in the row again in "Widget A".
  28. Validate the document and appended comment display as expected in the 'Console Widget Viewer'.
  29. Log out.
  30. Log in as "User B".
  31. Select "Client A" and navigate to "Widget A".
  32. Validate an entry displays for "Client A" and click [View].
  33. Validate the document and appended comment display as expected in the 'Console Widget Viewer'.
  34. Validate 'Append' does not display in the 'Console Widget Viewer'.
  35. Log out.
  36. Login as "User C".
  37. Select "Client A" and navigate to "Widget A".
  38. Validate an entry displays for "Client A" and click [View].
  39. Validate the document and appended comment display as expected in the 'Console Widget Viewer'.
  40. Validate 'Append' does not display in the 'Console Widget Viewer'.
  41. Access the 'Registry Settings' form.
  42. Enter "Limit Append To Original Author" in the 'Limit Registry Settings to the Following Search Criteria' field.
  43. Click [View Registry Settings].
  44. Select "Limit Append To Original Author" and click [OK].
  45. Enter "N" in the 'Registry Setting Value' field.
  46. Click [Submit], [OK], and [No].
  47. Navigate to "Widget A."
  48. Refresh the widget.
  49. Validate an entry displays for "Client A" and click [View].
  50. Validate the document and appended comment display as expected in the 'Console Widget Viewer'.
  51. Validate 'Append' does not display in the 'Console Widget Viewer'.
  52. Log out.
  53. Login as "User B".
  54. Select "Client A" and navigate to "Widget A".
  55. Validate an entry displays for "Client A" and click [View].
  56. Validate the document and appended comment display as expected in the 'Console Widget Viewer'.
  57. Click [Append].
  58. Validate the 'Append Documents' form launches.
  59. Validate all the fields are populated in the form, as expected.
  60. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  61. Click [Submit].
  62. Validate the 'Confirm Document' dialog contains all the document's data including the comments added.
  63. Click [Accept].
  64. Enter the password and click [Verify].
  65. Validate the form is filed successfully.
  66. Navigate to "Widget A".
  67. Refresh the widget.
  68. Click [View] in the row again in "Widget A".
  69. Validate the document and appended comments display as expected in the 'Console Widget Viewer'.
Scenario 4: 'All Documents' widget - Validate the 'Limit Append to Original Author' registry setting for a Progress Note
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' for both users. ('All Documents' view).
  • The 'My To-Do's' widget must be configured to a view for both users.
  • A Category (Category A) must be created in 'Document Management Definition' with the desired document types "Category A" must be selected in 'All Documents Widget Definition - Multi-Document Tab'.
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • Both of the 'Limit Append To Original Author' registry settings must be enabled.
  • There must be two users:
  • A user must have an associated Practitioner (Practitioner A) and be logged in (User A).
  • Another defined user.
  • Please note: This is for Avatar NX systems.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Fill out all required fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit Note].
  5. Validate the note displays in the 'Confirm Document' dialog and click [Sign and Route].
  6. Enter the password and click [Verify].
  7. Select "Practitioner A" and click [Add].
  8. Click [Submit].
  9. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  10. Close the form.
  11. Navigate to the 'My To-Do's' widget.
  12. Validate the note for "Client A" and click [Review].
  13. Validate the note displays as expected.
  14. Click [Accept] and [Sign].
  15. Enter the password and click [Verify].
  16. Validate the To Do no longer displays.
  17. Click [Close].
  18. Select "Client A" and navigate to the 'All Documents' view.
  19. Validate the 'Multi-Document Tab' is selected.
  20. Validate the note is present and select it.
  21. Validate the note displays as expected in the 'Console Widget Viewer'.
  22. Click [Append].
  23. Validate the 'Append Documents' form launches.
  24. Validate all the fields are populated in the form, as expected.
  25. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  26. Click [Submit].
  27. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  28. Click [Accept].
  29. Enter the password and click [Verify].
  30. Validate the form is filed successfully.
  31. Navigate to the 'All Documents' view.
  32. Click [Close All].
  33. Refresh the 'All Documents' widget.
  34. Select 'All Forms'.
  35. Validate the note displays and click [View].
  36. Validate the note displays as expected in the 'Console Widget Viewer'.
  37. Click [Append].
  38. Validate the 'Append Progress Notes' form launches.
  39. Validate all the fields are populated in the form, as expected.
  40. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  41. Click [Submit].
  42. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  43. Click [Accept].
  44. Enter the password and click [Verify].
  45. Validate the form is filed successfully.
  46. Log out.
  47. Log in as "User B".
  48. Select "Client A" and navigate to the 'All Documents' view.
  49. Validate the 'Multi-Document Tab' is selected.
  50. Validate the note is present and select it.
  51. Validate the note displays as expected in the 'Console Widget Viewer'.
  52. Validate 'Append' is not present in the 'Console Widget Viewer'.
  53. Click [Close All].
  54. Select 'All Forms'.
  55. Validate the note displays and click [View].
  56. Validate the note displays as expected in the 'Console Widget Viewer'.
  57. Validate 'Append' is not present in the 'Console Widget Viewer'.
  58. Click [Close All].
  59. Access the 'Registry Settings' form.
  60. Enter "Limit Append To Original Author" in the 'Limit Registry Settings to the Following Search Criteria' field.
  61. Click [View Registry Settings].
  62. Select "Append Progress Notes: Limit Append to Original Author" and click [OK].
  63. Enter "N" in the 'Registry Setting Value' field.
  64. Click [Submit], [OK], and [No].
  65. Select "Client A" and navigate to the 'All Documents' view.
  66. Repeat steps 5a-5h
  67. Click [Append].
  68. Validate the 'Append Progress Notes' form launches.
  69. Validate all the fields are populated in the form, as expected.
  70. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  71. Click [Submit].
  72. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  73. Click [Accept].
  74. Enter the password and click [Verify].
  75. Validate the form is filed successfully.
  76. Click [Close All].
  77. Access the 'Registry Settings' form.
  78. Enter "Limit Append To Original Author" in the 'Limit Registry Settings to the Following Search Criteria' field.
  79. Click [View Registry Settings].
  80. Select "Append Documents: Limit Append to Original Author" and click [OK].
  81. Enter "N" in the 'Registry Setting Value' field.
  82. Click [Submit], [OK], and [No].
  83. Select "Client A" and navigate to the 'All Documents' view.
  84. Repeat steps 5a-5c.
  85. Click [Append].
  86. Validate the 'Append Documents' form launches.
  87. Validate all the fields are populated in the form, as expected.
  88. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  89. Click [Submit].
  90. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  91. Click [Accept].
  92. Enter the password and click [Verify].
  93. Validate the form is filed successfully.
  94. Navigate to the 'All Documents' view.
  95. Click [Close All].
  96. Refresh the 'All Documents' widget.
  97. Validate the note displays and click [View].
  98. Validate the note and all the comments display as expected in the 'Console Widget Viewer'.
Topics
• All Documents Widget • Console Widget • Document Routing • My To Do's • NX • Progress Notes (Group And Individual) • Registry Settings • Widgets