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RADplus 2022 Update 72

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

Support for entering approval comments on the Sign tab of the My To Do's widget. A RADplus middleware update is required to make use of this functionality.

Included Updates

2, 35, 48

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Document Routing - Approval Comments
An issue is resolved when using the My To-Do's Sign tab, where the system was not prompting the user for Approval Comments after Accepting a document.
Value Added: Document Routing - Approval Comments functionality
Topics
• Document Routing • Progress Notes
 
Acceptance Tests
AV-70962 Summary | Details
Document Routing - Approval Comments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Ambulatory Progress Notes
  • App Dashboard
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Form - Document Routing Setup - Select Form
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • Dynamic Form - Progress Notes
  • Staff Assessment
  • Dynamic Form - Treatment Plan
  • Dynamic Form Client Treatment Plan
  • Dynamic Form Plan Date
  • Registry Settings (PM)
  • Treatment Plan
Scenario 1: Approving Ambulatory Progress Notes with Approval Comments
Specific Setup:
  • Define at least one additional Avatar user(s) to be document approvers for Ambulatory Progress Notes for the purpose of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select a Progress Note form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the Progress Note form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added for each "Approval Comment" entered.
  20. Open the Progress Note form.
  21. Finalize the form by setting the "Draft/Final" field to "Final".
  22. Submit the form.
  23. Click "Accept and Route".
  24. Provide the password.
  25. Select the approver(s).
  26. To Do's are sent to the approver(s).
  27. Sign on to Avatar as the first approver.
  28. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  29. Click "Accept" to approve the form.
  30. Enter the "Approval Comments".
  31. If there are additional approvers, log onto Avatar as the additional approver.
  32. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  33. Click "Accept" to approve the form.
  34. Enter the "Approval Comments" for this approver.
  35. Open the "Clinical Document Viewer" form.
  36. Locate and view the document that was just filed.
  37. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  38. Open the "System Management Portal".
  39. Using SQL, execute the following query: SELECT * from DocR.comments
  40. Validate that a row has been added for each "Approval Comment" entered.
  41. Open the Progress Note form.
  42. Finalize the form by setting the "Draft/Final" field to "Final".
  43. Submit the form.
  44. Click "Accept and Route".
  45. Provide the password.
  46. Select the approver(s).
  47. To Do's are sent to the approver(s).
  48. Sign on to Avatar as the first approver.
  49. Select the To Do to Accept the document from the Sign Tab of the "My To Do" widget.
  50. Click "Accept" to approve the form.
  51. Enter the "Approval Comments".
  52. Click "Sign All" to sign the document.
  53. If there are additional approvers, log onto Avatar as the additional approver.
  54. Select the To Do to Accept the document from the SignTab of the "My To Do" widget.
  55. Click "Accept" to approve the form.
  56. Enter the "Approval Comments" for this approver.
  57. Click "Sign All" to sign the document.
  58. Open the "Clinical Document Viewer" form.
  59. Locate and view the document that was just filed.
  60. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  61. Open the "System Management Portal".
  62. Using SQL, execute the following query: SELECT * from DocR.comments
  63. Validate that a row has been added for each "Approval Comment" entered.
Scenario 2: Approving Progress Notes (Group and Individual) - Approval Comments
Specific Setup:
  • Define at least one additional Avatar user(s) to be document approvers for Progress Notes(Group and Individual) for the purpose of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select a Progress Note form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the Progress Note form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added for each "Approval Comment" entered.
  20. Open the Progress Note form. File the form in draft mode.
  21. Retrieve the drafted form.
  22. Finalize the form by setting the "Draft/Final" field to "Final".
  23. Submit the form.
  24. Click "Accept and Route".
  25. Provide the password.
  26. Select the approver(s).
  27. To Do's are sent to the approver(s).
  28. Sign on to Avatar as the first approver.
  29. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  30. Click "Accept" to approve the form.
  31. Enter the "Approval Comments".
  32. If there are additional approvers, log onto Avatar as the additional approver.
  33. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  34. Click "Accept" to approve the form.
  35. Enter the "Approval Comments" for this approver.
  36. Open the "Clinical Document Viewer" form.
  37. Locate and view the document that was just filed.
  38. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  39. Open the "System Management Portal".
  40. Using SQL, execute the following query: SELECT * from DocR.comments
  41. Validate that a row has been added for each "Approval Comment" entered.
  42. Open the Progress Note form.
  43. Finalize the form by setting the "Draft/Final" field to "Final".
  44. Submit the form.
  45. Click "Accept and Route".
  46. Provide the password.
  47. Select the approver(s).
  48. To Do's are sent to the approver(s).
  49. Sign on to Avatar as the first approver.
  50. Select the To Do to Accept the document from the Sign Tab of the "My To Do" widget.
  51. Click "Accept" to approve the form.
  52. Enter the "Approval Comments".
  53. Click "Sign All" to sign the document.
  54. If there are additional approvers, log onto Avatar as the additional approver.
  55. Select the To Do to Accept the document from the SignTab of the "My To Do" widget.
  56. Click "Accept" to approve the form.
  57. Enter the "Approval Comments" for this approver.
  58. Click "Sign All" to sign the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate and view the document that was just filed.
  61. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  62. Open the "System Management Portal".
  63. Using SQL, execute the following query: SELECT * from DocR.comments
  64. Validate that a row has been added for each "Approval Comment" entered.
Scenario 3: Approving Inpatient Progress Notes - Approval Comments
Specific Setup:
  • Define at least one additional Avatar user(s) to be document approvers for Inpatient Progress Notes for the purpose of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select a Progress Note form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the Progress Note form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added for each "Approval Comment" entered.
  20. Open the Progress Note form. File the form in draft mode.
  21. Retrieve the drafted form.
  22. Finalize the form by setting the "Draft/Final" field to "Final".
  23. Submit the form.
  24. Click "Accept and Route".
  25. Provide the password.
  26. Select the approver(s).
  27. To Do's are sent to the approver(s).
  28. Sign on to Avatar as the first approver.
  29. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  30. Click "Accept" to approve the form.
  31. Enter the "Approval Comments".
  32. If there are additional approvers, log onto Avatar as the additional approver.
  33. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  34. Click "Accept" to approve the form.
  35. Enter the "Approval Comments" for this approver.
  36. Open the "Clinical Document Viewer" form.
  37. Locate and view the document that was just filed.
  38. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  39. Open the "System Management Portal".
  40. Using SQL, execute the following query: SELECT * from DocR.comments
  41. Validate that a row has been added for each "Approval Comment" entered.
  42. Open the Progress Note form.
  43. Finalize the form by setting the "Draft/Final" field to "Final".
  44. Submit the form.
  45. Click "Accept and Route".
  46. Provide the password.
  47. Select the approver(s).
  48. To Do's are sent to the approver(s).
  49. Sign on to Avatar as the first approver.
  50. Select the To Do to Accept the document from the Sign Tab of the "My To Do" widget.
  51. Click "Accept" to approve the form.
  52. Enter the "Approval Comments".
  53. Click "Sign All" to sign the document.
  54. If there are additional approvers, log onto Avatar as the additional approver.
  55. Select the To Do to Accept the document from the SignTab of the "My To Do" widget.
  56. Click "Accept" to approve the form.
  57. Enter the "Approval Comments" for this approver.
  58. Click "Sign All" to sign the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate and view the document that was just filed.
  61. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  62. Open the "System Management Portal".
  63. Using SQL, execute the following query: SELECT * from DocR.comments
  64. Validate that a row has been added for each "Approval Comment" entered.
Scenario 4: Approving CWS Modeled forms - Approval Comments
Specific Setup:
  • Define at least one additional Avatar user(s) to be document approvers for a modeled form for the purpose of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select a CWS modeled form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the CWS modeled form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added for each "Approval Comment" entered.
  20. Open the CWS modeled form.
  21. File the form in draft mode.
  22. Retrieve the drafted form.
  23. Finalize the form by setting the "Draft/Final" field to "Final".
  24. Submit the form.
  25. Click "Accept and Route".
  26. Provide the password.
  27. Select the approver(s).
  28. To Do's are sent to the approver(s).
  29. Sign on to Avatar as the first approver.
  30. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  31. Click "Accept" to approve the form.
  32. Enter the "Approval Comments".
  33. If there are additional approvers, log onto Avatar as the additional approver.
  34. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  35. Click "Accept" to approve the form.
  36. Enter the "Approval Comments" for this approver.
  37. Open the "Clinical Document Viewer" form.
  38. Locate and view the document that was just filed.
  39. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  40. Open the "System Management Portal".
  41. Using SQL, execute the following query: SELECT * from DocR.comments
  42. Validate that a row has been added for each "Approval Comment" entered.
  43. Open the Progress Note form.
  44. Finalize the form by setting the "Draft/Final" field to "Final".
  45. Submit the form.
  46. Click "Accept and Route".
  47. Provide the password.
  48. Select the approver(s).
  49. To Do's are sent to the approver(s).
  50. Sign on to Avatar as the first approver.
  51. Select the To Do to Accept the document from the Sign Tab of the "My To Do" widget.
  52. Click "Accept" to approve the form.
  53. Enter the "Approval Comments".
  54. Click "Sign All" to sign the document.
  55. If there are additional approvers, log onto Avatar as the additional approver.
  56. Select the To Do to Accept the document from the SignTab of the "My To Do" widget.
  57. Click "Accept" to approve the form.
  58. Enter the "Approval Comments" for this approver.
  59. Click "Sign All" to sign the document.
  60. Open the "Clinical Document Viewer" form.
  61. Locate and view the document that was just filed.
  62. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  63. Open the "System Management Portal".
  64. Using SQL, execute the following query: SELECT * from DocR.comments
  65. Validate that a row has been added for each "Approval Comment" entered.
Scenario 5: Approving Treatment Plan - Approval Comments
Specific Setup:
  • Define at least one additional Avatar user(s) to be document approvers for Treatment Plans for the purpose of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select the "Treatment Plan" form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the "Treatment Plan" form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added for each "Approval Comment" entered.
  20. Open the Progress Note form. File the form in draft mode.
  21. Retrieve the drafted form.
  22. Finalize the form by setting the "Draft/Final" field to "Final".
  23. Submit the form.
  24. Click "Accept and Route".
  25. Provide the password.
  26. Select the approver(s).
  27. To Do's are sent to the approver(s).
  28. Sign on to Avatar as the first approver.
  29. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  30. Click "Accept" to approve the form.
  31. Enter the "Approval Comments".
  32. If there are additional approvers, log onto Avatar as the additional approver.
  33. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  34. Click "Accept" to approve the form.
  35. Enter the "Approval Comments" for this approver.
  36. Open the "Clinical Document Viewer" form.
  37. Locate and view the document that was just filed.
  38. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  39. Open the "System Management Portal".
  40. Using SQL, execute the following query: SELECT * from DocR.comments
  41. Validate that a row has been added for each "Approval Comment" entered.
  42. Open the Progress Note form.
  43. Finalize the form by setting the "Draft/Final" field to "Final".
  44. Submit the form.
  45. Click "Accept and Route".
  46. Provide the password.
  47. Select the approver(s).
  48. To Do's are sent to the approver(s).
  49. Sign on to Avatar as the first approver.
  50. Select the To Do to Accept the document from the Sign Tab of the "My To Do" widget.
  51. Click "Accept" to approve the form.
  52. Enter the "Approval Comments".
  53. Click "Sign All" to sign the document.
  54. If there are additional approvers, log onto Avatar as the additional approver.
  55. Select the To Do to Accept the document from the SignTab of the "My To Do" widget.
  56. Click "Accept" to approve the form.
  57. Enter the "Approval Comments" for this approver.
  58. Click "Sign All" to sign the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate and view the document that was just filed.
  61. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  62. Open the "System Management Portal".
  63. Using SQL, execute the following query: SELECT * from DocR.comments
  64. Validate that a row has been added for each "Approval Comment" entered.
Topics
• Document Routing • Progress Notes

 

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