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RADplus 2022 Update 66

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

The following issues regarding the All Documents Widget are resolved: 1) Users are able to view forms they do not have access to. 2) The 'Limit Console Widget Viewer To Text Only' registry setting does not work.

Included Updates

33, 34, 45, 64

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
'All Documents' widget - User Access Levels
Ensure only users with access can view/open documents in the 'All Documents' widget in Avatar NX. KB0069863 v0.01
Topics
• Clinical Document Viewer • NX • Progress Notes • Treatment Plan • Widgets
 
'All Documents' widget - The 'Limit Console Widget Viewer To Text Only' registry setting
Ensure the 'Limit Console Widget Viewer To Text Only' registry setting functions as expected in the 'All Documents' widget in Avatar NX.
Topics
• Console Widget • myAvatar NX Only • NX • Progress Notes (Group And Individual)
 
Acceptance Tests
AV-75873 Summary | Details
'All Documents' widget - User Access Levels
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Viewer
  • Treatment Plan
  • Clinical Document Viewer
Scenario 1: All Documents Widget - Validate user access levels
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • There must be three users:
  • A user who has full access to forms and is logged in (User A)
  • A user who has read-only access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User B).
  • A user who doesn't have access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User C).
  • 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.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value in the 'Progress Note For' field.
  3. Populate all required and desired fields.
  4. Select "Final" in the 'Draft/Final' field.
  5. Click [Submit Note].
  6. Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign].
  7. Enter the password associated with the logged in user and click [Verify].
  8. Close the form.
  9. Navigate to the 'All Documents' view.
  10. Select 'All Forms'.
  11. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  12. Validate the progress note from the previous steps is present and select it.
  13. Validate the note displays in the 'Console Widget Viewer'.
  14. Validate the 'Open' and 'Open Record' buttons are enabled.
  15. Access the 'Treatment Plan' form.
  16. Enter the desired date in the 'Plan Date' field.
  17. Populate all required and desired fields.
  18. Select "Draft" in the 'Treatment Plan Status' field.
  19. Click [Launch Plan].
  20. Populate all required and desired fields.
  21. Click [Return to Plan] and [OK].
  22. Select "Final" in the 'Treatment Plan Status' field.
  23. Click [Submit].
  24. Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign].
  25. Enter the password associated with the logged in user and click [Verify].
  26. Navigate to the 'All Documents' view.
  27. Select 'All Forms'.
  28. Select "Treatment Plan" in the 'Form Description' field.
  29. Validate the treatment plan from the previous steps is present and select it.
  30. Validate the plan displays in the 'Console Widget Viewer'.
  31. Validate the 'Open' and 'Open Record' buttons are enabled.
  32. Log out.
  33. Login as "User B".
  34. Select "Client A" and navigate to the 'All Documents' view.
  35. Select 'All Forms'.
  36. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  37. Validate the progress note from the previous steps is present and select it.
  38. Validate the note displays in the 'Console Widget Viewer'.
  39. Validate the 'Open' and 'Open Record' buttons are disabled.
  40. Select "Treatment Plan" in the 'Form Description' field.
  41. Validate the treatment plan from the previous steps is present and select it.
  42. Validate the plan displays in the 'Console Widget Viewer'.
  43. Validate the 'Open' and 'Open Record' buttons are disabled.
  44. Log out.
  45. Login as "User C".
  46. Select "Client A" and navigate to the 'All Documents' view.
  47. Validate "Progress Notes (Group and Individual)" and "Treatment Plan" and not present in the 'Form Description' field.
Scenario 2: Clinical Document Viewer - Validate user access levels
Specific Setup:
  • A client has finalized documents for 'Progress Notes (Group and Individual)' (Client A).
  • There must be two users:
  • A user who has full access to forms and is logged in (User A).
  • A user who doesn't have access to the 'Progress Notes (Group and Individual)' form (User B).
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Enter "Client A" in the 'Select Client' field.
  4. Select "All" in the 'Episode' field.
  5. Click [Process].
  6. Select the desired document in the 'Search Results' field.
  7. Click to view the document.
  8. Validate document data is displayed.
  9. Click [Close All Documents].
  10. Navigate back to the "Search" section.
  11. Click [Close].
  12. Log out.
  13. Log in as "User B".
  14. Access the 'Clinical Document Viewer' form.
  15. Select "Individual" in the 'Select All or Individual Client' field.
  16. Enter "Client A" in the 'Select Client' field.
  17. Select "All" in the 'Episode' field.
  18. Click [Process].
  19. Validate the desired document has a lock next to it in the 'Search Results' field.
  20. Validate the user is unable to select and view the document.
  21. Navigate back to the "Search" section.
  22. Click [Close].
Topics
• Clinical Document Viewer • NX • Progress Notes • Treatment Plan • Widgets
AV-78325 Summary | Details
'All Documents' widget - The 'Limit Console Widget Viewer To Text Only' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Viewer
  • Registry Settings (PM)
Scenario 1: Console Widget Viewer - Progress Notes
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A user must have a console widget configured for Progress Notes in the 'Console Widget Configuration' form.
  • A user must have a view configured containing the Console Widget and Console Widget Viewer (View A).
  • The 'Limit Console Widget Viewer To Text Only' registry setting must be enabled.
Steps
  1. Access 'Progress Notes (Group and Individual)' for "Client A".
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Submit the note.
  7. Select "Client A" and navigate to "View A".
  8. Validate the 'Progress Notes' console widget contains the draft note filed in the previous steps and select it.
  9. Click [View].
  10. Validate the 'Console Widget Viewer' displays the draft progress note details filed in the previous steps as text.
  11. Click [Open Record].
  12. Validate the draft note is opened.
  13. Select "Final" in the 'Draft/Final' field.
  14. Submit the note.
  15. Select "Client A" and navigate back to "View A".
  16. Validate the 'Progress Notes' console widget contains the finalized note filed in the previous steps and select it.
  17. Click [View].
  18. Validate the 'Console Widget Viewer' displays the finalized progress note details filed in the previous steps as text.
  19. Click [Open Record].
  20. Validate a message is displayed stating "This note is already set to 'Final'."
  21. Click [OK] and validate the finalized note is not displayed.
Scenario 2: 'All Documents' widget - Validate the 'Limit Console Widget Viewer To Text Only' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • 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).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Limit Console Widget Viewer to Text" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Enter "N" in the Registry Setting Value' field.
  5. Click [Submit].
  6. Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
  7. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  8. Select any value in the 'Progress Note For' field.
  9. Populate all required and desired fields.
  10. Select "Draft" in the 'Draft/Final' field.
  11. Click [Submit Note].
  12. Navigate to the 'All Documents' view.
  13. Select 'All Forms'.
  14. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  15. Select the draft from the previous steps.
  16. Validate the draft note displays as text in the 'Console Widget Viewer'.
  17. Navigate back to the 'Progress Notes (Group and Individual)' form.
  18. Enter "Client A" in the 'Select Client' field.
  19. Select any value in the 'Progress Note For' field.
  20. Populate all required and desired fields.
  21. Select "Final" in the 'Draft/Final' field.
  22. Click [Submit Note].
  23. Validate a 'Confirm Document' dialog containing the data and click [Sign].
  24. Enter the password associated with the logged in user and click [Verify].
  25. Validate a 'Progress Notes' dialog stating: "Note Filed".
  26. Click [OK] and close the form.
  27. Navigate to the 'All Documents' view.
  28. Refresh the 'All Documents' widget.
  29. Select 'All Forms'.
  30. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  31. Select the finalized note from the previous steps.
  32. Validate the 'Console Widget Viewer' displays the TIFF image for the finalized note.
  33. Click [Close All].
  34. Access the 'Registry Settings' form.
  35. Enter "Limit Console Widget Viewer to Text" in the 'Limit Registry Settings to the Following Search Criteria' field.
  36. Click [View Registry Settings].
  37. Enter "Y" in the Registry Setting Value' field.
  38. Click [Submit].
  39. Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
  40. Navigate to the 'All Documents' view.
  41. Refresh the 'All Documents' widget.
  42. Select 'All Forms'.
  43. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  44. Select the draft from the previous steps.
  45. Validate the draft note displays as text in the 'Console Widget Viewer'.
  46. Select the finalized note from the previous steps.
  47. Validate the finalized note displays as text in the 'Console Widget Viewer'.
  48. Click [Close All].
Topics
• Console Widget • myAvatar NX Only • NX • Progress Notes (Group And Individual)

 

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