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RADplus 2024 Update 15

Product Requirements and Recommendations

RADplus required

Product Update Description

The 'Console Widget Viewer' is enhanced to display the 'Append' button for progress notes selected via an 'All Documents' widget.

Required Updates

None

Included Updates

None

Details

NEW1 CHANGED0 FIXED0
New (1)
'All Documents' widget - Progress Notes
The 'Console Widget Viewer' is enhanced to display the 'Append' button for progress notes selected via an 'All Documents' widget. KB0075907 v0.01
Value Added: The ability to append progress notes when selected via the 'All Documents' widget
Topics
• All Documents Widget • Console Widget • NX • Progress Notes (Group And Individual)
 
Acceptance Tests

AV-94632 Summary | Details
'All Documents' widget - Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget Definition
  • Append Progress Notes
  • CONSOLE WIDGET VIEWER widget
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
  • View Definition
Scenario 1: 'All Documents' widget - Validate 'Progress Notes' records
Specific Setup:
  • Please note: this is for Avatar NX only.
  • 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).
  • The 'All Documents' widget must contain a 'Multi-Progress Notes Tab' with all note types assigned for the 'Progress Notes (Group and Individual)' form.
  • Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select the desired episode in the 'Select Episode' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field'.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [File Note].
  8. Validate a 'Confirm Document' dialog containing the progress note details.
  9. Click [Accept].
  10. Enter the password associated with the logged in user and click [Verify].
  11. Close the form.
  12. Select "Client A" and navigate to the 'All Documents' view.
  13. In the 'All Documents' widget, select the 'Multi-Progress Notes Tab'.
  14. Validate the progress note filed in the previous steps is displayed with "Final" as the 'Workflow Status'.
  15. Select the progress note for viewing.
  16. Validate the 'Console Widget Viewer' displays the finalized progress note from the previous steps.
  17. Validate an [Append] button is displayed and click it.
  18. Validate the 'Append Progress Notes' form is displayed.
  19. Enter the desired value in the 'New Comments to Be Appended to the Original Note' field.
  20. Click [Submit].
  21. Validate a 'Confirm Document' dialog containing the progress note details & appended notes.
  22. Click [Accept].
  23. Enter the password associated with the logged in user and click [Verify].
  24. Click [Close All] in the 'Console Widget Viewer'.
  25. Refresh the 'All Documents' widget.
  26. Select the progress note appended in the previous steps for viewing.
  27. Validate the 'Console Widget Viewer' displays the finalized progress note with the appended notes at the end.
  28. Click [Close All].
Topics
• All Documents Widget