RADplus 2022 Update 93

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Product Requirements / Recommendations

RADplus required

Additional Requirements

Avatar NX User Interface 2022.07.00 is required for full functionality

Product Update Form Description

The My To Do's widget is enhanced to support transcriber to do's.

Included Updates

23, 46, 62, 81

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-73744 Details \| User Acceptance Tests Avatar NX - 'My To Do's' widget The 'My To Do's' widget in Avatar NX is enhanced to support the 'Transcriber' functionality. Please note: Avatar NX User Interface 2022.07.00 is required for full functionality. Value Added: Support for 'Transcriber' functionality	Topics • Document Routing • My To Do's • NX • Progress Notes (Group And Individual) • To-Do's • Treatment Plan

Acceptance Tests

AV-73744 Summary | Details

Avatar NX - 'My To Do's' widget

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Progress Notes (Group and Individual)
Document Routing Setup (PM)
Review To Do Item
Treatment Plan

Scenario 1: Progress Notes (Group and Individual) - Document Routing - "Allow Transcriber" functionality - Reject/Respond

Specific Setup:

A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A).
A user has an associated staff member and is not a transcriber in 'User Definition' (User B).
"User A" and "User B" have the 'My To Do's' widget on their HomeView.
Document routing is enabled for 'Progress Notes (Group and Individual)' and 'Allow Transcriber' is set to "Yes".
A client must be enrolled in an existing episode (Client A).
Must be logged in as "User A".
Please note: this scenario is for Avatar NX systems.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a "Select Author" dialog is displayed.
Select the staff member associated to "User B" in the 'Select Author' field.
Click [Submit] and verify successful filing.
Log out.
Log in as "User B".
Navigate to the 'My To Do's' widget.
Validate there is a To Do for "Client A".
Click [Transcription Review].
Validate the document is displayed with the progress note data and has electronic signatures for the Transcriber (User A) & Author (User B).
Click [Reject].
Enter the desired value in the 'Comments for Rejected' field and click [Sign].
Validate the To Do is no longer displayed.
Log in as "User A".
Navigate to the 'My To Do's' widget.
Validate there is a To Do for "Client A".
Click [Review To Do Item].
Validate the 'To Do Information' field contains the response from "User B".
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the To Do is no longer displayed.

Scenario 2: Treatment Plan - Document Routing - "Allow Transcriber" functionality - Reject/Respond

Specific Setup:

A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A).
A user has an associated staff member and is not a transcriber in 'User Definition' (User B).
"User A" and "User B" have the 'My To Do's' widget on their HomeView.
Document routing is enabled for 'Treatment Plan' and 'Allow Transcriber' is set to "Yes".
A client must be enrolled in an existing episode (Client A).
Must be logged in as "User A".
Please note: this scenario is for Avatar NX systems.

Steps

Access the 'Treatment Plan' form.
Select "Client A" in the 'Select Client' field.
Enter the desired date in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Click [Add New Problem].
Populate any required and desired fields.
Click [Return to Plan] and [OK].
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate a "Select Author" dialog is displayed.
Select the staff member associated to "User B" in the 'Select Author' field.
Click [Submit] and verify successful filing.
Log out.
Log in as "User B".
Navigate to the 'My To Do's' widget.
Validate there is a To Do for "Client A".
Click [Transcription Review].
Validate the treatment plan has electronic signatures for the Transcriber (User A) & Author (User B).
Click [Reject].
Enter the desired value in the 'Comments for Rejected' field and click [Sign].
Validate the To Do is no longer displayed.
Log out.
Log in as "User A".
Navigate to the 'My To Do's' widget.
Validate there is a To Do for "Client A".
Click [Review To Do Item].
Validate the 'To Do Information' field contains the response from "User B".
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the To Do is no longer displayed.

Scenario 3: Treatment Plan - Document Routing - "Allow Transcriber" functionality - Approve

Specific Setup:

A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A).
A user has an associated staff member and is not a transcriber in 'User Definition' (User B).
"User A" and "User B" have the 'My To Do's' widget on their HomeView.
"User B" must have at least three documents routed to their To-Do's.
Document routing is enabled for 'Treatment Plan' and 'Allow Transcriber' is set to "Yes".
A client must be enrolled in an existing episode (Client A).
Must be logged in as "User A".
Please note: this scenario is for Avatar NX systems.

Steps

Access the 'Treatment Plan' form.
Select "Client A" in the 'Select Client' field.
Enter the desired date in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Click [Add New Problem].
Populate any required and desired fields.
Click [Return to Plan] and [OK].
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate a "Select Author" dialog is displayed.
Select the staff member associated to "User B" in the 'Select Author' field.
Click [Submit] and verify successful filing.
Log out.
Log in as "User B".
Navigate to the 'My To Do's' widget.
Validate there is a To Do for "Client A".
Click [Review All].
Validate the treatment plan has electronic signatures for the Transcriber (User A) & Author (User B).
Validate all of the documents to sign display in the 'Queue' field.
Select "Client Name A-Z" in the 'Sort By' field.
Validate the to do's are sorted alphabetically.
Select "To Do Type A-Z" in the 'Sort By' field.
Validate the to do's are sorted by type alphabetically.
Click [Treatment Plan].
Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?"
Click [OK].
Validate the treatment plan for "Client A" opens as a Draft.
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate a 'Confirm Document' dialog displaying the treatment plan for "Client A" and click [Accept].
Enter the password associated with the logged in user and click [Verify].
Validate the to do for "Client A" is no longer present in the 'My To Do's' widget.
Close the To Do's.

Scenario 4: Progress Notes (Group and Individual) - Document Routing - "Allow Transcriber" functionality - Approve

Specific Setup:

A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A).
A user has an associated staff member and is not a transcriber in 'User Definition' (User B).
"User A" and "User B" have the 'My To Do's' widget on their HomeView.
Document routing is enabled for 'Progress Notes (Group and Individual)' and 'Allow Transcriber' is set to "Yes".
A client must be enrolled in an existing episode (Client A).
Must be logged in as "User A".
Please note: this scenario is for Avatar NX systems.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a "Select Author" dialog is displayed.
Select the staff member associated to "User B" in the 'Select Author' field.
Click [Submit] and verify successful filing.
Log out.
Log in as "User B".
Navigate to the 'My To Do's' widget.
Validate there is a To Do for "Client A".
Click [Transcription Review].
Validate the progress note has electronic signatures for the Transcriber (User A) & Author (User B).
Click [Progress Notes (Group and Individual)].
Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?"
Click [OK].
Validate the progress note for "Client A" opens as a Draft.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Confirm Document' dialog displaying the progress note for "Client A" and click [Accept].
Enter the password associated with the logged in user and click [Verify].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Validate the to do for "Client A" is no longer present in the 'My To Do's' widget.
Close the To Do's.

Topics

• Document Routing • My To Do's • NX • Progress Notes (Group And Individual) • To-Do's • Treatment Plan