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RADplus 2022 Update 70

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Product Requirements / Recommendations

RADplus required

Recommended Update Level

Avatar CWS 2022 Update 67

Additional Requirements

Avatar CWS 2022 Update 67
Avatar NX User Interface 2022.06.00

Product Update Form Description

The following enhancements are added: 1) A 'Time' column is added to the NX All Documents widget. 2) 'Report' button functionality is brought to the Console Widget Viewer/NX All Documents widget.

Included Updates

33, 34, 45, 64, 66

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
NX Console Widget Viewer - "Launch Report" button
The "Launch Report" button is added to the Console Widget Viewer in Avatar NX. Please note: CWS 2022 Update 67 and Avatar NX User Interface 2022.06.00 are required for full functionality.
Value Added: The ability to launch reports for forms via the Console Widget Viewer in Avatar NX
Topics
• Console Widget • Diagnosis • NX • Treatment Plan • Widgets
 
'All Documents' widget - 'Time' column
The 'Time' column is added to the 'All Documents' widget in Avatar NX.
Value Added: The addition of the 'Time' column to the 'All Documents' widget
Topics
• Client Health Maintenance • Console Widget • Diagnosis • NX • Registry Settings • Widgets
 
Acceptance Tests
AV-63898 Summary | Details
NX Console Widget Viewer - "Launch Report" button
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Viewer
  • Diagnosis
  • Treatment Plan
  • All Documents Widget
  • Registry Settings (PM)
Scenario 1: 'All Documents' widget - Validate 'Family Health History' records
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' ('All Documents' view).
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Family Health History' form.
  2. Validate "Add New" is selected in the 'Select Family Member' field.
  3. Select any value in the 'Relationship' field.
  4. Populate any desired fields.
  5. Select "Yes" in the 'Health Problems To Record' field.
  6. Click [Enter Health History].
  7. Click [New Row].
  8. Enter any value in the 'Problem' field.
  9. Populate any desired field.
  10. Click [Save], [Submit], and [No].
  11. Navigate to the 'All Documents' view.
  12. Select 'All Forms'.
  13. Select "Family Health History" in the 'Form Description' field.
  14. Validate the entry from the previous steps is present.
  15. Validate the 'Time' field displays.
  16. Select the entry and validate it displays in the 'Console Widget Viewer'.
  17. Validate the 'Launch Report' button exists.
  18. Click [Launch Report].
  19. Validate a report displays with the information filed in the previous steps.
  20. Close the report.
Scenario 2: 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 time and staff credentials display.
  13. Validate the progress note from the previous steps is present and select it.
  14. Validate the note displays in the 'Console Widget Viewer'.
  15. Validate the 'Open' and 'Open Record' buttons are enabled.
  16. Access the 'Treatment Plan' form.
  17. Enter the desired date in the 'Plan Date' field.
  18. Populate all required and desired fields.
  19. Select "Draft" in the 'Treatment Plan Status' field.
  20. Click [Launch Plan].
  21. Populate all required and desired fields.
  22. Click [Return to Plan] and [OK].
  23. Select "Final" in the 'Treatment Plan Status' field.
  24. Click [Submit].
  25. Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign].
  26. Enter the password associated with the logged in user and click [Verify].
  27. Navigate to the 'All Documents' view.
  28. Select 'All Forms'.
  29. Select "Treatment Plan" in the 'Form Description' field.
  30. Validate the treatment plan from the previous steps is present and select it.
  31. Validate the plan displays in the 'Console Widget Viewer'.
  32. Validate the 'Open' and 'Open Record' buttons are enabled.
  33. Validate the 'Launch Report' button exists.
  34. Click [Launch Report].
  35. Validate a report displays with the information filed in the previous steps.
  36. Close the report.
  37. Log out.
  38. Login as "User B".
  39. Select "Client A" and navigate to the 'All Documents' view.
  40. Select 'All Forms'.
  41. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  42. Validate the progress note from the previous steps is present and select it.
  43. Validate the note displays in the 'Console Widget Viewer'.
  44. Validate the 'Open' and 'Open Record' buttons are disabled.
  45. Select "Treatment Plan" in the 'Form Description' field.
  46. Validate the treatment plan from the previous steps is present and select it.
  47. Validate the plan displays in the 'Console Widget Viewer'.
  48. Validate the 'Open' and 'Open Record' buttons are disabled.
  49. Validate the 'Launch Report' button exists.
  50. Click [Launch Report].
  51. Validate a report displays with the information filed in the previous steps.
  52. Close the report.
  53. Log out.
  54. Login as "User C".
  55. Select "Client A" and navigate to the 'All Documents' view.
  56. Validate "Progress Notes (Group and Individual)" and "Treatment Plan" and not present in the 'Form Description' field.
Scenario 3: 'All Documents' widget - Validate 'Diagnosis' records
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' ('All Documents' view).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select "Admission" in the 'Type Of Diagnosis' field.
  3. Enter the desired time in the 'Time Of Diagnosis' field.
  4. Click [New Row].
  5. Select the desired value in the 'Diagnosis Search' field.
  6. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  7. Click [Submit].
  8. Select "Client A" and navigate to the 'All Documents' view.
  9. Validate "Client A" is in blue text.
  10. Validate 'Primary All Documents Widget' text is blue.
  11. Select 'All Forms'.
  12. Select "Diagnosis" in the 'Form Description' field.
  13. Validate the entry from the previous steps is present.
  14. Validate the 'Time' field displays.
  15. Select the entry and validate it displays in the 'Console Widget Viewer'.
  16. Validate the 'Launch Report' button exists.
  17. Click [Launch Report].
  18. Validate a report displays with the information filed in the previous steps.
  19. Close the report.
Scenario 4: 'All Documents' widget - validate report for user defined assessment
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' ('All Documents' view).
  • A user defined assessment with a report configured must exist (Form A).
Steps
  1. Select "Client A" and access 'Form A'.
  2. Populate all required and desired fields
  3. Click [Submit].
  4. Navigate to the 'All Documents' view.
  5. Select 'All Forms'.
  6. Select "Form A" in the 'Form Description' field.
  7. Validate the entry from the previous steps is present.
  8. Validate the 'Time' field displays.
  9. Select the entry and validate it displays in the 'Console Widget Viewer'.
  10. Validate the 'Launch Report' button exists.
  11. Click [Launch Report].
  12. Validate a report displays with the information filed in the previous steps.
  13. Close the report.
Topics
• Console Widget • Diagnosis • NX • Treatment Plan • Widgets
AV-77069 Summary | Details
'All Documents' widget - 'Time' column
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Viewer
  • Registry Settings (PM)
  • Client Health Maintenance
  • Primary All Documents Widget
  • Diagnosis
Scenario 1: 'All Documents' widget - Validate 'Family Health History' records
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' ('All Documents' view).
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Family Health History' form.
  2. Validate "Add New" is selected in the 'Select Family Member' field.
  3. Select any value in the 'Relationship' field.
  4. Populate any desired fields.
  5. Select "Yes" in the 'Health Problems To Record' field.
  6. Click [Enter Health History].
  7. Click [New Row].
  8. Enter any value in the 'Problem' field.
  9. Populate any desired field.
  10. Click [Save], [Submit], and [No].
  11. Navigate to the 'All Documents' view.
  12. Select 'All Forms'.
  13. Select "Family Health History" in the 'Form Description' field.
  14. Validate the entry from the previous steps is present.
  15. Validate the 'Time' field displays.
  16. Select the entry and validate it displays in the 'Console Widget Viewer'.
  17. Validate the 'Launch Report' button exists.
  18. Click [Launch Report].
  19. Validate a report displays with the information filed in the previous steps.
  20. Close the report.
Scenario 2: 'All Documents' widget - Validate 'Client Health Maintenance' records
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have a view configured with the 'All Documents' widget and 'Console Widget Viewer'.
  • This is for Avatar NX systems only.
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A".
  3. Click Immunization [Update] and [New Row]
  4. Double click the 'Refused' field.
  5. Select "Yes" in the 'Refused' field.
  6. Validate the 'Reason' field is required.
  7. Double click the 'Refused' field.
  8. Select "No" in the 'Refused' field.
  9. Validate the 'Reason' field is not required.
  10. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  11. Complete all required fields.
  12. Click [Save] and [Submit].
  13. Access the 'All Documents' widget.
  14. Select "Client A".
  15. Select the 'All Forms' tab.
  16. Validate the 'Time' field displays.
  17. Select the 'Client Health Maintenance' entry.
  18. Validate the 'Console Widget Viewer' displays the immunization data filed in the previous steps.
  19. Validate the 'Source of Immunization' displays as expected.
  20. Validate the 'Launch Report' button exists.
  21. Click [Launch Report].
  22. Validate a report displays with the information filed in the previous steps.
  23. Close the report.
Scenario 3: 'All Documents' widget - Validate 'Enable Military Time' registry setting
Specific Setup:
  • 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).
  • A client must be enrolled in an existing episode (Client A).
  • The 'Enable Military Time' registry setting must be enabled. Please note: This must be done by a Netsmart Representative.
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select 'All Forms'.
  3. Validate the 'Time' field displays in military time.
  4. Select the "Admission" entry.
  5. Validate the 'Console Widget Viewer' displays the "Preadmit/Admission Time" in military time.
Scenario 4: 'All Documents' widget - Validate 'Diagnosis' records
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' ('All Documents' view).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select "Admission" in the 'Type Of Diagnosis' field.
  3. Enter the desired time in the 'Time Of Diagnosis' field.
  4. Click [New Row].
  5. Select the desired value in the 'Diagnosis Search' field.
  6. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  7. Click [Submit].
  8. Select "Client A" and navigate to the 'All Documents' view.
  9. Validate "Client A" is in blue text.
  10. Validate 'Primary All Documents Widget' text is blue.
  11. Select 'All Forms'.
  12. Select "Diagnosis" in the 'Form Description' field.
  13. Validate the entry from the previous steps is present.
  14. Validate the 'Time' field displays.
  15. Select the entry and validate it displays in the 'Console Widget Viewer'.
  16. Validate the 'Launch Report' button exists.
  17. Click [Launch Report].
  18. Validate a report displays with the information filed in the previous steps.
  19. Close the report.
Scenario 5: 'All Documents' widget - validate report for user defined assessment
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' ('All Documents' view).
  • A user defined assessment with a report configured must exist (Form A).
Steps
  1. Select "Client A" and access 'Form A'.
  2. Populate all required and desired fields
  3. Click [Submit].
  4. Navigate to the 'All Documents' view.
  5. Select 'All Forms'.
  6. Select "Form A" in the 'Form Description' field.
  7. Validate the entry from the previous steps is present.
  8. Validate the 'Time' field displays.
  9. Select the entry and validate it displays in the 'Console Widget Viewer'.
  10. Validate the 'Launch Report' button exists.
  11. Click [Launch Report].
  12. Validate a report displays with the information filed in the previous steps.
  13. Close the report.
Topics
• Client Health Maintenance • Console Widget • Diagnosis • NX • Registry Settings • Widgets

 

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