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RADplus 2024 Update 36

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2024 Monthly Release 2024.01.00

Product Update Description

An issue is resolved where practitioner credentials will not appear when printing a document in Avatar NX.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Console Widget Viewer
An issue is resolved to ensure printing Charts in NX from 'Console Widget Viewer' includes the Practitioner Credentials.
Topics
• All Documents Widget • Progress Notes
 
Acceptance Tests
AV-89988 Summary | Details
Console Widget Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
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. Access the 'Practitioner Enrollment' form.
  13. Select the practitioner linked to the logged in user for view/update.
  14. Validate that all the required/ desired fields are populated correctly.
  15. Click [Categories/Taxonomy] tab.
  16. Select any existing row in 'Category/Taxonomy' field.
  17. Validate all required fields are populated.
  18. Click "Practitioner Credentials" button.
  19. Select "Credential A" from the list.
  20. Click [OK]
  21. Click [Add Practitioner Categories].
  22. Validate the 'Confirm' dialog contains "Saved. Please note: The changes will take effect when you submit the form." message.
  23. Click [OK].
  24. Click [Submit].
  25. Select "Client A" and navigate to the 'All Documents' view.
  26. In the 'All Documents' widget, select the 'Multi-Progress Notes Tab'.
  27. Validate the progress note filed in the previous steps is displayed with "Final" as the 'Workflow Status'.
  28. Select the progress note for viewing.
  29. Validate the 'Console Widget Viewer' displays the finalized progress note from the previous steps.
  30. Click [Print]
  31. Select "Print Current" dropdown value.
  32. Validate the practitioner's credential "Credential A" is displayed on the printable form.
  33. Validate an [Append] button is displayed and click it.
  34. Validate the 'Append Progress Notes' form is displayed.
  35. Enter the desired value in the 'New Comments to Be Appended to the Original Note' field.
  36. Click [Submit].
  37. Validate a 'Confirm Document' dialog containing the progress note details & appended notes.
  38. Click [Accept].
  39. Enter the password associated with the logged in user and click [Verify].
  40. Click [Close All] in the 'Console Widget Viewer'.
  41. Refresh the 'All Documents' widget.
  42. Select the progress note appended in the previous steps for viewing.
  43. Validate the 'Console Widget Viewer' displays the finalized progress note with the appended notes at the end.
  44. Click [Close All].
Scenario 2: Progress Notes (Group and Individual) - Add a progress note via the Client Chart
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Please note : this is for myAvatar only.
  • The 'Progress Notes (Group and Individual)' form must be accessible from the Chart View.
Steps
  1. Double click on "Client A" in the 'My Clients' widget.
  2. Verify the 'Chart View' for "Client A" is displayed.
  3. Select 'Progress Notes (Group & Individual)' on the left-hand side.
  4. Validate any previously filed notes are displayed for "Client A".
  5. Click [Add].
  6. Validate the 'Progress Notes (Group and Individual)' form is displayed.
  7. Populate all required and desired fields.
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a message is displayed stating: Note Filed.
  11. Click [OK].
  12. Validate the 'Chart View' is displayed.
  13. Refresh the chart.
  14. Validate the note filed in the previous steps is displayed.
  15. Close the chart.
Topics
• All Documents Widget • Progress Notes