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RADplus 2024 Update 22

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

Avatar CWS 2024 Update 14
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

Support for signature pad images and Treatment Plan grid data is added to Crystal Report Document Routing. Full functionality also requires Avatar CWS 2024 Update 14.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Crystal Report Document Routing
Support for signature pad images and Treatment Plan grid data is added to the Crystal Report. Document Routing. Please note: Avatar CWS 2024 Update 14 is required for full functionality.
Value Added: Additional support for crystal report document routing in progress note forms.
Topics
• Document Routing • Progress Notes • Query/Reporting
 
Acceptance Tests
AV-95144 Summary | Details
Crystal Report Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Site Specific Section Modeling (CWS)
  • Ambulatory Progress Note
  • Registry Settings (CWS)
  • Treatment Plan
Scenario 1: Progress Notes (Group and Individual) - Validate 'Treatment Plan' Grid and 'Signature' fields
Specific Setup:
  • Signature support must be enabled in the 'System Security Defaults' form.
  • The 'Progress Notes' widget is accessible on the HomeView.
  • The 'Enable Treatment Plan Grid' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • The 'Progress Notes (Group and Individual)' form must have a signature field added via 'Site Specific Section Modeling' (Signature A).
  • A client must have a Treatment Plan filed with a problem, goal, objective, and intervention associated (Client A).
  • Must have a crystal report configured for document routing configured for "Signature A" and the 'Treatment Plan' grid for progress notes (Crystal Report A).
  • Crystal Report Document Routing must be configured for the 'Progress Notes (Group and Individual)' form using "Crystal Report A".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' 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. Click [New Row] in the 'Treatment Plan Grid'.
  7. Select "Treatment Plan" in the 'Select T.P. Version' field.
  8. Click [View].
  9. Select the desired treatment plan item and click [Return].
  10. Enter the desired value in the 'T.P. Item Notes/Documentations' field.
  11. Click [Sign] for "Signature A" and enter the desired signature.
  12. Select "Final" in the 'Draft/Final' field.
  13. Click [File Note].
  14. Validate the 'Confirm Document' dialog is displayed with "Crystal Report A". Validate the signature and treatment plan grid data display as expected.
  15. Leave the form open.
  16. Access Crystal Reports or other SQL Reporting Tool.
  17. Create a report using the 'CWSTEMP.cw_patient_notes_tpnotes' SQL table.
  18. Validate a row is displayed for the treatment plan data entered for "Client A" in the previous steps.
  19. Please note: this is a temporary storage table. A process will run once daily that will clean up this data, which will become available in the SYSTEM.cw_patient_notes_tpnotes' SQL table after filing the note.
  20. Close the report.
  21. Create a report using the 'CWSTEMP.cw_tx_pn_sign_data' SQL table.
  22. Validate a row is displayed for the signature data entered for "Client A" in the previous steps.
  23. Please note: this is a temporary storage table. A process will run once daily that will clean up this data, which will become available in the SYSTEM.cw_tx_pn_sign_data' SQL table after filing the note.
  24. Close the report.
  25. Navigate back to the 'Progress Notes (Group and Individual)' form.
  26. Click [Accept].
  27. Enter the password associated to the logged in user.
  28. Close the form.
  29. Select "Client A" and access the 'Progress Notes' widget.
  30. Validate the progress note filed in the previous steps is displayed with the treatment plan and signature data.
  31. Access Crystal Reports or other SQL Reporting Tool.
  32. Create a report using the 'SYSTEM.cw_patient_notes_tpnotes' SQL table.
  33. Validate a row is displayed for the treatment plan data entered for "Client A" in the previous steps.
  34. Close the report.
  35. Create a report using the 'SYSTEM.cw_tx_pn_sign_data' SQL table.
  36. Validate a row is displayed for the signature data entered for "Client A" in the previous steps.
  37. Close the report.
Scenario 2: Ambulatory Progress Notes - Validate 'Treatment Plan' Grid and Signature fields
Specific Setup:
  • Signature support must be enabled in the 'System Security Defaults' form.
  • The 'Progress Notes' widget is accessible on the HomeView.
  • The 'Enable Treatment Plan Grid' registry setting is set to "Y" for the 'Ambulatory Progress Notes' form.
  • The 'Ambulatory Progress Notes' form must have a signature field added via 'Site Specific Section Modeling' (Signature A).
  • A client must be enrolled in an outpatient episode and have a Treatment Plan filed with a problem, goal, objective, and intervention associated (Client A).
  • Must have a crystal report configured for document routing configured for "Signature A" and the 'Treatment Plan' grid for 'Ambulatory Progress Notes' (Crystal Report A).
  • Crystal Report Document Routing must be configured for the 'Ambulatory Progress Notes' form using "Crystal Report A".
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field'.
  5. Click [New Row] in the 'Treatment Plan Grid'.
  6. Select "Treatment Plan" in the 'Select T.P. Version' field.
  7. Click [View].
  8. Select the desired treatment plan item and click [Return].
  9. Enter the desired value in the 'T.P. Item Notes/Documentations' field.
  10. Click [Sign] for "Signature A" and enter the desired signature.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [Submit].
  13. Validate the 'Confirm Document' dialog is displayed with "Crystal Report A". Validate the signature and treatment plan grid data display as expected.
  14. Leave the form open.
  15. Access Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'CWSTEMP.cw_patient_notes_tpnotes' SQL table.
  17. Validate a row is displayed for the treatment plan data entered for "Client A" in the previous steps.
  18. Please note: this is a temporary storage table. A process will run once daily that will clean up this data, which will become available in the SYSTEM.cw_patient_notes_tpnotes' SQL table after filing the note.
  19. Close the report.
  20. Create a report using the 'CWSTEMP.cw_tx_pn_sign_data' SQL table.
  21. Validate a row is displayed for the signature data entered for "Client A" in the previous steps.
  22. Please note: this is a temporary storage table. A process will run once daily that will clean up this data, which will become available in the SYSTEM.cw_tx_pn_sign_data' SQL table after filing the note.
  23. Close the report.
  24. Navigate back to the 'Ambulatory Progress Notes' form.
  25. Click [Accept].
  26. Enter the password associated to the logged in user.
  27. Close the form.
  28. Select "Client A" and access the 'Progress Notes' widget.
  29. Validate the progress note filed in the previous steps is displayed with the treatment plan and signature data.
  30. Access Crystal Reports or other SQL Reporting Tool.
  31. Create a report using the 'SYSTEM.cw_patient_notes_tpnotes' SQL table.
  32. Validate a row is displayed for the treatment plan data entered for "Client A" in the previous steps.
  33. Close the report.
  34. Create a report using the 'SYSTEM.cw_tx_pn_sign_data' SQL table.
  35. Validate a row is displayed for the signature data entered for "Client A" in the previous steps.
  36. Close the report.
Scenario 3: Inpatient Progress Notes - Validate 'Treatment Plan' Grid and 'Signature' fields
Specific Setup:
  • Signature support must be enabled in the 'System Security Defaults' form.
  • The 'Progress Notes' widget is accessible on the HomeView.
  • The 'Enable Treatment Plan Grid' registry setting is set to "Y" for the 'Inpatient Progress Notes' form.
  • The 'Inpatient Progress Notes' form must have a signature field added via 'Site Specific Section Modeling' (Signature A).
  • A client must be enrolled in an inpatient episode and have a Treatment Plan filed with a problem, goal, objective, and intervention associated (Client A).
  • Must have a crystal report configured for document routing configured for "Signature A" and the 'Treatment Plan' grid for Inpatient progress notes (Crystal Report A).
  • Crystal Report Document Routing must be configured for the 'Inpatient Progress Notes' form using "Crystal Report A".
Steps
  1. Select "Client A" and access the 'Inpatient Progress Notes' form.
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field'.
  5. Click [New Row] in the 'Treatment Plan Grid'.
  6. Select "Treatment Plan" in the 'Select T.P. Version' field.
  7. Click [View].
  8. Select the desired treatment plan item and click [Return].
  9. Enter the desired value in the 'T.P. Item Notes/Documentations' field.
  10. Click [Sign] for "Signature A" and enter the desired signature.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [File Note].
  13. Validate the 'Confirm Document' dialog is displayed with "Crystal Report A". Validate the signature and treatment plan grid data display as expected.
  14. Leave the form open.
  15. Access Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'CWSTEMP.cw_patient_notes_tpnotes' SQL table.
  17. Validate a row is displayed for the treatment plan data entered for "Client A" in the previous steps.
  18. Please note: this is a temporary storage table. A process will run once daily that will clean up this data, which will become available in the SYSTEM.cw_patient_notes_tpnotes' SQL table after filing the note.
  19. Close the report.
  20. Create a report using the 'CWSTEMP.cw_tx_pn_sign_data' SQL table.
  21. Validate a row is displayed for the signature data entered for "Client A" in the previous steps.
  22. Please note: this is a temporary storage table. A process will run once daily that will clean up this data, which will become available in the SYSTEM.cw_tx_pn_sign_data' SQL table after filing the note.
  23. Close the report.
  24. Navigate back to the ' InpatientProgress Notes ' form.
  25. Click [Accept].
  26. Close the form.
  27. Select "Client A" and access the 'Progress Notes' widget.
  28. Validate the progress note filed in the previous steps is displayed with the treatment plan and signature data.
  29. Access Crystal Reports or other SQL Reporting Tool.
  30. Create a report using the 'SYSTEM.cw_patient_notes_tpnotes' SQL table.
  31. Validate a row is displayed for the treatment plan data entered for "Client A" in the previous steps.
  32. Close the report.
  33. Create a report using the 'SYSTEM.cw_tx_pn_sign_data' SQL table.
  34. Validate a row is displayed for the signature data entered for "Client A" in the previous steps.
  35. Close the report.
Topics
• Document Routing • Progress Notes • Query/Reporting