Skip to main content

RADplus 2022 Update 83

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

RADplus required

Product Update Form Description

The 'All Documents' widget in myAvatar NX is updated to support group scratch notes.

Included Updates

33, 34, 45, 64, 66, 70

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar NX - 'All Documents' Widget
The 'All Documents' widget in Avatar NX is enhanced to support group scratch notes.
Value Added: The ability to view group scratch notes in the 'All Documents' widget in Avatar NX
Topics
• All Documents Widget • NX • Progress Notes (Group And Individual)
 
Acceptance Tests
AV-77332 Summary | Details
Avatar NX - 'All Documents' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Viewer
  • Primary All Documents Widget
Scenario 1: Progress Notes (Group and Individual) - Group Default Notes - file a new service group note
Specific Setup:
  • A group is defined with two or more clients (Group 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. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the desired date in the 'Date Of Group' field.
  4. Enter the desired practitioner in the 'Practitioner' field.
  5. Select "New Service" in the 'Progress Note For' field.
  6. Enter "Group A" in the 'Group Name or Number' field.
  7. Select the desired value in the 'Note Type' field.
  8. Enter the desired value in the 'Note' field.
  9. Select the desired group service code in the 'Service Charge Code' field.
  10. Select the desired program in the 'Service Program' field.
  11. Click [File Note].
  12. Validate a "Group Default Notes Message" is displayed stating: Progress notes are filed.
  13. Click [OK] and close the form.
  14. Select a client in "Group A" and navigate to the 'All Documents' view.
  15. Refresh the 'All Documents' widget.
  16. Select 'All Forms'.
  17. Validate the group note from the previous steps is present and select it.
  18. Validate the 'Console Widget Viewer' displays the note with the data entered in the previous steps.
  19. Repeat steps 2a-2d for remaining group members.
Scenario 2: 'All Documents' widget - Validate group scratch note is replaced with individual note
Specific Setup:
  • A group is defined with two or more clients (Group 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).
  • Document routing must be enabled for 'Progress Notes (Group and Individual)'.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the desired date in the 'Date Of Group' field.
  4. Enter the desired practitioner in the 'Practitioner' field.
  5. Select "New Service" in the 'Progress Note For' field.
  6. Enter "Group A" in the 'Group Name or Number' field.
  7. Select the desired value in the 'Note Type' field.
  8. Enter the desired value in the 'Note' field.
  9. Select the desired group service code in the 'Service Charge Code' field.
  10. Select the desired program in the 'Service Program' field.
  11. Click [File Note].
  12. Validate a 'Group Default Notes Message' is displayed stating: "Progress notes are filed."
  13. Click [OK] and close the form.
  14. Select a client in "Group A" and navigate to the 'All Documents' view.
  15. Refresh the 'All Documents' widget.
  16. Select 'All Forms'.
  17. Validate the group note from the previous steps is present and select it.
  18. Validate the 'Console Widget Viewer' displays the note with the data entered in the previous steps.
  19. Click [Open Record].
  20. Validate the 'Progress Notes (Group and Individual)' form opens with the data populated from the scratch note.
  21. Make any desired edits.
  22. Select "Final" in the 'Draft/Final' field.
  23. Click [Submit Note].
  24. Validate a 'Confirm Document' dialog containing the finalized note.
  25. Click [Sign].
  26. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
  27. Close the form.
  28. Navigate to the 'All Documents' view.
  29. Refresh the 'All Documents' widget.
  30. Select 'All Forms'.
  31. Validate the 'All Documents' widget does not contain the group scratch note.
  32. Validate the finalized note is present and select it.
  33. Validate the 'Console Widget Viewer' displays the finalized note.
  34. Click [Close All].
  35. Repeat steps 2a-3f for remaining group members.
Topics
• All Documents Widget • NX • Progress Notes (Group And Individual)