Progress Notes (Group and Individual) - Open to Group Default Notes Section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission
- Clinical Document Viewer
- Document Routing Setup (PM)
- Group Registration
- Progress Notes (Group and Individual)
- Registry Settings (PM)
- Create New Progress Notes Form
- Progress Notes (Group and Individual) 11
- User Definition
Scenario 1: Progress Notes (Group and Individual) - Open To Group Default Notes
Specific Setup:
- Enable the registry setting "Open To 'Group Default Notes' Section" by setting it to "Y".
- Using "Document Routing Setup", enable document routing for the "Progress Notes (Group and Individual)" form.
- Create a group with 2 or more group members using the "Group Registration" form.
Steps
- Open the "Progress Notes (Group and Individual)" form.
- Validate the form opens to the "Group Default Notes" section.
- Fill out all required fields and create a group note.
- Edit the group note.
- Navigate to the "Individual Note" section.
- Individualize the progress notes for each group member.
- Using the "Clinical Document Viewer" form, validate the documents were filed.
- Open the "Registry Settings" form.
- Disable the "Open To 'Group Default Notes' Section" registry setting by setting it to "N".
- Open the "Progress Notes (Group and Individual)" form.
- Validate the form opens to the "Individual Notes" section.
- Navigate to the "Group Default Notes" section.
- Fill out all required fields and create a group note.
- Edit the group note.
- Navigate to the "Individual Note" section.
- Individualize the progress notes for each group member.
- Using the "Clinical Document Viewer" form, validate the documents were filed.
Scenario 2: Registry Setting - Open to 'Group Default Notes' Section
Specific Setup:
- Disable the registry setting "Open To 'Group Default Notes' section" registry setting by setting it to "N".
Steps
- Open the "Progress Notes (Group and Individual)" form.
- Validate the form opens to the "Individual Progress Notes" section.
- Open the "Registry Settings" form.
- Enable the registry setting "Open To 'Group Default Notes' Section" by setting it to "Y".
- Open the "Progress Notes (Group and Individual)" form.
- Validate the form opens to the "Group Default Notes" section.
Scenario 3: Copy of Progress Notes (Group and Individual) - Open To Group Default Notes section
Specific Setup:
- Using the "Create New Progress Notes" form, create a new copy of the Progress Notes (Group and Individual).
- Note the copy number.
- Using the "User Definition" or "User Role Definition" form:
- Give the user access to this new progress notes form on the "Forms and Tables" section under the "Select forms for User Access" button.
- Using the "Registry Settings" form, enable "Open To 'Group Default Notes' Section" registry setting by setting it to "Y" for the form created in previous steps.
- Using the "Document Routing Setup" form, enable document routing for the form created in previous steps.
- Create a group of 2 or more clients using the "Group Registration" form.
Steps
- Using the new group progress note form:
- Validate the form opens to the "Group Default Note" section.
- Generate a group default note and click [Submit Note].
- Edit the "Group Default Note".
- Navigate to the "Individual Note" section and individualize, finalize and route the document to an approver.
- Repeat above until all group members are processed.
- Navigate to the "ToDo" widget:
- Approve the "ToDo" for each group member.
- Using the "Clinical Document Viewer" form:
- Validate the documents were filed by viewing/print each one.
- Using the "Registry Settings" form:
- Enable "Open To 'Group Default Notes' Section" registry setting by setting it to "Y" for the form created in setup.
- Using the new group progress note form:
- Validate the form opens to the "Individual Note" section.
- Navigate to the "Group Default Note" section.
- Generate a group default note and click [Submit Note].
- Edit the "Group Default Note".
- Navigate to the "Individual Note" section and individualize, finalize and route the document to an approver.
- Repeat above until all group members are processed.
- Navigate to the "ToDo" widget:
- Approve the "ToDo" for each group member.
- Using the "Clinical Document Viewer" form.
- Validate the documents were filed by viewing/print each one.
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Topics
• NX
• Progress Notes
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