Assessment v3 Upgrade Guide
Contents
1. Seguence ja r Credentials gt b gt gt gt gt for Signature Ed Save se SKctear xjcancel se SKctear xjcancel Assessment Level signatures appear in the Signatures Pane in the Assessment Maintenance Panel as opposed to displaying in a Pane tab within the body of the Assessment ano Signatures F A Sig Entit Signature Line Hea Name Status Professional Description Signature on Behalf Relationship Date Time Client Client Pending 2 Staff Psychiatrist Pending 3 Other Other Entity Pending 4 Staff Staff Pending Signatures The Validations Pane contains notifications about all signatures attached to an Assessment both Assessment and Page Level Assessment Level signature notifications display as a hyperlink Clicking this link opens the Signature Dialog to initiate completion of that signature line In the case of signatures configured as Credential required for Signature clicking the link displays a Critical notification containing the Credential s required to complete that signature line Confidential and Proprietary to Cerner Corporation Page 13 February 1 2013 2 ANASAZI Assessment v3 Phase 1 Upgrade Guide SOFTWARE alidations 40 Severity Validation Description Critical Pending Signature Line Sequence 1 Client Critical Pending Signature Line Sequence 3 Other Entity Critical Pending Signature Line Sequence 2 Psychia2. Confidential and Proprietary to Cerner Corporation Page 16 February 1 2013 x ANASAZI Assessment v3 Phase 1 Upgrade Guide Z Z Z Z orari Medications are assigned an internal Medication Event number For example in Doctor s HomePage entering a single Medication type e g Prescription and Pre Approving it assigns a Medication Event number If another Medication type e g Pre existing Medication is entered and Pre Approved it gets the same Medication Event number as the first Medication entered Since Medication entry in Clinician s HomePage is limited to Pre existing Medications access to the Medications Maintenance Panel is not allowed in Clinician s HomePage for any Client that has a Pre Approved Medication Event in Doctor s HomePage that contains one or more Medication types other than Pre existing Medication s When this scenario is encountered in Clinicians HomePage a Medication Entry Locked message presents disallowing access to the Medications Maintenance Panel If a Client has a Pre Approved Medication Event in Doctor s HomePage that contains only Pre existing Medication s then access to the Medications Maintenance Panel is allowed The ability to move a Pane off the Panel by dragging the Pane title bar or tab such that it is ina floating position is contingent on the type of Pane Panes that do not require action in order to move focus to another Pane can be dragged to undocked positions
3. JA a 5 HM HOH ZI SOF T Wk KR E Assessment v3 Phase 1 Upgrade Guide x ANASAZI _Assessment v3 Phase 1 Upgrade Guide _ _ Z Z Z Sorvari Copyright 2013 Cerner Corporation All rights reserved This document as well as the software it pertains to are furnished under license and may be used or copied only in accordance with the terms of such license All information contained herein is Confidential and Proprietary to Cerner Corporation The content of this document is furnished for informational use only and is subject to change without notice Companies names and other data used as examples throughout this document are fictitious unless otherwise noted Confidential and Proprietary to Cerner Corporation Page 2 February 1 2013 x ANASAZI _Assessment v3 Phase 1 Upgrade Guide _ _ I Sorvari Table of Contents ConversiomMNoteSsumaivamiksiteasst tata ova E E N E E EEEE ENR 4 MANDATORY REVIEW OF WYSIWYG PAGES 0 ccccccceeeeeeeeeeeeeaeeeeeeeseeeeeceaeeeseaeeeeaeeseaeeesaeessaeeseeeeenaes 6 Potential WYSIWYG Page Changes ossooossseessse enaa aa a naa a aa Kanaa kaa ana a ana Kanan n naa nananana 9 Potential MEW Updates in Client Table Types Maintenance osuuouusussssse nenne aa a aa annan anaeeen 10 Potential Signature Changes manvrnnnrrnnnnvrnnnnvnnrnvvnnnr aan na ana n aan kaa ana naa Kaa anna naa a naa Kanaan anna nananana 12 Other tems 0f NOL6m uvaiseuasaatamaaaad ma vaakaan
4. on Active Assessments all Ouestions in use on Active Pages all problematic Ouestions in the system In LIVE create Revisions of current Active Pages update Ouestions and Promote Revisions Copy LIVE to TEST Add each Assessment in TEST to ensure Assessment loads properly without errors and allows Save Final Approve Have users Final Approve all Pending Assessments in LIVE Promote LIVE to current level apply Assessment v3 Note This process updates current Active Page Revisions Please note specific content in the Troubleshooting Incorrect Setup of Ouestions information in the WYSIWYG User Manual Updates document related to updates for former Inactive Page Revisions Confidential and Proprietary to Cerner Corporation Page 8 February 1 2013 ANASAZI Assessment v3 Phase 1 Upgrade Guide sti tistn Potential WYSIWYG Page Changes The most modest modifications possible have been made to limit the need for WYSIWYG changes to Assessment Pages so that the layout of all the various Objects display as they do in WYSIWYG It is recommended that each Assessment is reviewed in Clinician s HomePage CH Doctor s HomePage DR in a non production environment to determine necessary modifications Examples of where modifications may need to be made are shown below Any Text Object or Question Object Type setup with Help Text may need to have the spacing expanded after it and before the next Object Type as the graphic th
5. For example the user can float the Progress Notes Pane and then click on the Lab Results Pane The Progress Note Pane will continue to display in its floating position Alternately Panes within Panels that require action in order to move focus elsewhere cannot be undocked Examples The user must click Close Panel to leave the Client Lookup Panel The Client List Client List Filters and Alias List Panes within this Panel can be moved to other docked positions using the drag and drop features but they cannot be dragged off the Panel to floating positions In the same way Assessment Pages that display as tabbed Panes can be moved to other docked positions but not undocked Diary of Access is not included in the Document Management for Assessment v3 Assessments may be configured to Allow ad hoc Pages in the Pages branch of the Assessment Types Table AS006EA view Users may add any Active Page to an Assessment with an active setting Assessments with an inactive setting do not allow for addition of Pages beyond those configured in the Assessment Types Table Medication Module functionality is no longer supported The Medication Orders and Medication Orders OTC MEWs display on the Page and contain pre existing records that may not be modified or viewed beyond these basic views Attempting to launch a record presents the message Medication Module functionality no longer supported Active Active and Inactive and Active a
6. Signatures may co exist with existing Page Level signatures Assessment Level Signatures are designed to be the last Assessment components addressed prior to Final Approval Each Assessment Level Signature is saved at the time it is completed and shadowed For Assessment Level Signatures configured as Clear Signature on any change a subseguent change to any field in the Assessment other than completion of a Page Level Signature triggers the message Changes exist that will clear the following signatures on this Assessment followed by a list of relevant signatures This is different from Page Level Signatures that are saved at the time the Staff clicks Save Save and Close or Final Approve If a Staff completes Page Level Signature Line s updates additional Question Object responses and then saves signatures are not cleared because all of these changes are being saved simultaneously If a Staff completes Assessment Level Signature Line s updates any Ouestion Object response and then saves the Continue and Clear Signatures prompt presents The only way to retain that completed signature is to Refresh or Close Panel which presents the standard Continue message Changes must be discarded for the Assessment Level Signature Line to be retained ensuring that the information contained in the Assessment reflects what was present at the time it was signed Continue and Clear Signatures p Changes exist that will clear th
7. any Assessment that has a related Diary of Changes Page DIARY set up on the Pages branch of the Assessment Types Table AS006EA Question Object controls are checked and validated upon exiting fields It is possible to save an invalid entry if Staff enter responses out of sequence and do not Tab or Enter through associated controlled Questions Assessment Preview functionality has been removed given that e An Assessment may be added to review current responses and then deleted if the Staff decides not to complete it and or e A Pending Assessment may be opened in Show mode regardless of whether it is currently open in Edit mode by another Staff The Maximum Tab Pages and Perform Required Validation on Save fields in Assessment and Treatment Plan Setup AZ011EA have been removed as they are no longer used Question Age Client ID 3147 File 82 Field 114 must be placed on Assessment Pages with DOB Client ID 922 File 82 Field 9 for Entry Action DOB Calc age using Assessment date calculations to perform correctly Age is shadowed such that only system calculated values are saved to the record New Page does not display on an Assessment Page in the Assessment Maintenance Panel to designate where a Page Break P Object Type has been set up for the Page in the Enter Edit Object on Page Dialog in WYSIWYG However this setup continues to be honored and a Page Break occurs in the printed Assessment
8. edit mode i e data has already been generated and saved to applicable Data Files Data Fields This means that Numeric fields cannot be treated in the same manner they were in ASv2 In addition allowing a 0 is not in line with industry standards where null values do not exist which is true for Native DataFlex and the Mertech driver Finally 0 is not allowed as a response to a Numeric field set as Required in any other Anasazi Product Numeric fields set as Required where 0 is NOT a valid response can be left as Required since a value greater than 0 must be entered Numeric fields set as Required where 0 is a valid response will require changes to be made to the Page s in WYSIWYG The Questions In Need of Review Listing AS001RC can be added to a Menu and run to identify all Numeric N Questions set as Required Confidential and Proprietary to Cerner Corporation Page 6 February 1 2013 x ANASAZI Assessment v3 Phase 1 Upgrade Guide ser TNare Checklist C and Radio Button R Question Object Types may not display correctly on the Page if Responses have been modified since the Page was originally created In ASv2 the Page display for Checklist and Radio Buttons pulled from values stored in the Valid Responses Table File TR_RESP for each Question ASv3 pulls from values in the Page Format Table File TR_PGFMT This ensures that each item contains Responses relevant to that particular Page Revi
9. not in this view If an invalid Data Field number is entered in either both of the Data Field 1 and Data Field 2 fields for the Extra Columns for a Table record in Client Table Types Maintenance the MEW within an Assessment displays Invalid field selected in the field as an indicator to the Staff that setup needs to be corrected in Client Table Types Maintenance The Assessments Maintenance Panel is subject to limited Staff Layout Preferences Template functionality Due to the fact that each Assessment is unique different Pages number of Pages number and placement of Objects on each Page etc the Pages within the Assessment Pane are dynamically built each time it is launched therefore the size order and positioning of Pages and Objects within Pages e g MEWs may not be saved within templates The following components may be modified and saved within templates Assessment Maintenance Panel size Proportional position of Assessment Pane Validations Pane and Signatures Pane if present relative to each other Confidential and Proprietary to Cerner Corporation Page 4 February 1 2013 gt ANASAZI SOFTWARE Assessment v3 Phase 1 Upgrade Guide The Document Mgmt branch has been removed from the Options Dialog accessed via the Tools Menu in Anasazi Central Options for scanner preferences settings are now located in the Scanner Preferences Pane within the Client Attachments Maintenance Panel in the HomePage P
10. aan E NNE RN E uy H nad eukon kaa aamua au ana amd aluka Kana ka n ma UKA an 15 Functionality Not Accommodated in Phase 1 ooooouussssses aan aa aa a a aa a ana aa a aan aa aan nana nanten 18 Confidential and Proprietary to Cerner Corporation Page 3 February 1 2013 x ANASAZI Assessment v3 Phase 1 Upgrade Guide ser TNARE Conversion Notes The Client Chart ASOO1EA View has been removed Assessment and Treatment Planning Access setup which was accessed under the Client Chart View in Menu Security Maintenance AZMENU is now accessed by right clicking on Clinician s HomePage v3 0 CLHOME or Doctor s HomePage DOCTOR in the security tree and selecting Setup Security For Centers that use Categories of Treatment COT to control access to Assessments if an Assessment Type does not have any COT records entered on the Categories of Treatment branch in the Assessment Types Table AS006EA all Staff will have Add COT Access to the Assessment Review all Assessment Types and be sure that applicable COT entries exist The Assessment Date field that is required when adding a new Assessment had controls set in WYSIWYG as Any Date Past or Today Only Today Only and Future or Today only in the Enter Edit Question Dialog for Question 1221 Client Assessment Date These WYSIWYG options are no longer used they are now legacy settings and these controls are instead maintained in Assessment and Treatment Plan Se
11. an only be found within the Treatment Plans they do not display within the Assessments Pane on the Client Panel at this time Page Level Signatures have changed in the following ways e Page Level Staff Signatures Object Type X no longer use the radio button labels Yes and No The new radio button options are Electronic Hard Copy and Pending The radio option N A is still available e Page Level Client Signatures Object Type C no longer use the radio button labels Yes and No The new radio button options are Signature Pad Hard Copy and Pending The radio option N A is still available Entering a future date is now prohibited for all Signature Types The printing of Signatures has changed in the following ways e Page Level Signatures no longer print with each of the radio button labels Instead they print the label of the related Signature Type i e Signature Pad Electronic Pending Hard Copy or N A e Assessment Level Signatures if they exist print as the last page of the Assessment and are formatted the same as Treatment Plan signatures e Treatment Plan Client Signatures responded to as Refused to Sign now print as Non Signature If a Question Object Type is set as Reguired and Display Only in the Enter Edit Object on Page Dialog in WYSIWYG Reguired is ignored and it always presents as display only The following WYSIWYG Object Types are no longe
12. at presents to access Help Text may otherwise appear hidden or partially hidden by the next Object Type The response field for the following Question Object Types may need to be resized larger The following Question Object Types without a label Date D Integer Selection List 1 Selection List L Any Question Object Type set as Required The spacing after the following Question Object Types and before the next Object Type may need to be expanded Checkbox K Checklist C Short Text T Selection List L Integer Selection List 1 e o Boxes that group Object Types present differently in that there are no left right sides i e it is no longer a box The example below shows a Page setup in WYSIWYG as follows Box Top Bottom B Object Type that is set as Box Top t Short Text Question Object Types Box Top Bottom B Object Type that is set as a Box Bottom b School Grade Parent s Work Phone Occupation Table Multiple Entry Window MEW Object Types L display in an Array List with Column Headings format in the Assessment Maintenance Panel which allows Grouping by columns If Grouping by columns is used the Rows setting in the Enter Edit Object on Page Dialog in WYSIWYG may need to be increased for the Table Object in order to see the groupings at a glance vs using the scroll bar Multiple Selection List M Question Object Types no longer expand the Page if more records are ent
13. ds to be listed as a Client Progress Indicator it will need to be changed to a Selection List L Question Type The same Question Object Type may appear on multiple Pages within an Assessment but only once on any given Page The Question will be active for entry and or subject to a Control Question s Control Effects on the first Page on which it is encountered in the Assessment after which each subsequent presentation is shadowed Data entered into the active field is displayed in the shadowed fields following a Save Save and Close or Final Approve Potential MEW Updates in Client Table Types Maintenance Upon conversion to ASv3 MEW presentation in the Assessment Maintenance Panel respects existing column settings defined in Client Table Types Maintenance AS026EB as described below It is recommended that each MEW is reviewed in CH DR in a non production environment to determine necessary modifications for proper column display MEW column widths are designated in two different ways depending on the type of column Default columns contain Char values that indicate how many characters each field displays To define actual space requirements the values are multiplied by 4 which is the required number of pixels for characters to display properly in the MEW Extra columns contain actual Field Width values rather than number of characters to display in that field No calculations to modify presentation are nece
14. e A link to Client Assignments Maintenance CD152EA appears on the Staff Panel Caseload Pane right click menu and as a button on the Pre Intake Maintenance Panel Ribbon Bar Both launch Client Assignments Maintenance in Client Data for the user to view or maintain Client Assignments contingent on the logged on user s Menu Group access As Treatment Sessions may be maintained from the Client Assignments Maintenance view the Assessment version 2 link to Client Treatment Sessions Maintenance was removed All references to Index Card have been replaced with Core Client Information in the Audit Events Listing AZ2218RA Display Audit Events AZ2218EA and the Security Parameters Setup AZ001EA Functionality Not Accommodated in Phase 1 Biometric Security Treatment Plan Consistency updates with the exception of Signatures which have been updated to function similarly to Assessment Level Signatures Accessing Pending Assessments that are related to a Treatment Plan via the Staff or Client Notifications Panes or the Assessments Pane Confidential and Proprietary to Cerner Corporation Page 18 February 1 2013
15. e following signatures on this Assessment lt ANASAZI EMPLOYEE MD on Page Page Level Signatures THIRTEEN SERVER on Page Page Level Signatures Assessment Level signatures Other Signature For Parent Three Staff Signature For SERVER THIRTEEN Would you like to continue and clear the signatures Vika No Confidential and Proprietary to Cerner Corporation Page 14 February 1 2013 x ANASAZI Assessment v3 Phase 1 Upgrade Guide Other Items of Note Any field in Clinician s HomePage or Doctor s HomePage set as required continues to display with a red graphic at the end of the field however it is slightly smaller than it was previously Any field in Clinician s HomePage or Doctor s HomePage that was previously black and underlined is now blue and underlined to further designate that it is a link that accesses another related Panel e g clicking a blue underlined numeric field displays a Number Panel e Assessments launch for edit in the Assessment Maintenance Panel from any place that they can be launched including Add New Assessment Notifications hyperlinks Diagnosis GAF and Substance Abuse Panes and those added to or attached to Treatment Plans The only Assessments that do not launch in the Assessment Maintenance Panel are Final Approved Assessments attached to a Treatment Plan these continue to display only as Print Preview Pages from within the Treatment Plan Assessments attached to Treatment Plans c
16. ered than the number of rows set up for the Object All records can instead be seen via a new List Maintenance Panel accessed by clicking the field label or via a right click menu If more records are desired to be seen on the Page the Rows setting in the Enter Edit Object on Page Dialog in WYSIWYG will need to be expanded Confidential and Proprietary to Cerner Corporation Page 9 February 1 2013 x ANASAZI Assessment v3 Phase 1 Upgrade Guide The following Selection List records may be selected for Integer Selection List 1 Question Object Types in the Enter Edit Question Dialog in WYSIWYG Employee Server emp Ik or Unit unit Ik All other Selection List records listed for Integer Selection List 1 Question Object Types are either solely used in WYSIWYG e g Questions ques Ik or are no longer used in the system e g Client Services service Ik Any Integer Selection List I Question Object Types associated with a Selection List other than Employee Server or Unit do not need to be changed to a Selection List L Question Object Type as they will continue to function as they did previously as long as they are associated with a valid Selection List e g County Counties Table AZ243EBC or Offense Offense Types Table AZ243EAQ However Integer Selection List I Question Object Types cannot be added as Client Progress Indicators Thus if a Question set up as an Integer Selection List I Question Object Type nee
17. in Assessment v3 Additionally users should Final Approve all Pending Assessments prior to promoting the Live system to Assessment v3 Following conversion to Assessment v3 Pending Assessments containing problematic Questions must be deleted and re entered after the Pages have been corrected The following is a brief overview of the issues and steps to take to correct any Pages with problematic Questions See Troubleshooting Incorrect Setup of Questions in the WYSIWYG User Manual Updates document for more information about how to identify and update problematic Questions Numeric N Questions set as Required can no longer have a response of 0 zero In Assessment v2 Numeric fields were created as a blank field that was not tied to any Data File Data Field and then masked as a Numeric field on the Page of the Assessment Upon initial add of the Assessment the masked Numeric field defaulted as blank If it was left blank and the Assessment was saved the blank response was saved to the applicable Data File Data Field as a 0 When the Assessment was re launched 0 displayed to the field This process assured that entry into a Numeric field set as Required only occurred if the user entered a value into the field the first time the Assessment was added since the 0 appeared in the field on re launch i e in edit mode In Assessment v3 after adding the Assessment Type and Date and saving the Assessment and its Pages are in
18. nclusion or exclusion of MEW columns after conversion can result in column re sizing that does not display field content optimally Modification of Char and Field Width values may be necessary to create the desired presentation Confidential and Proprietary to Cerner Corporation Page 11 February 1 2013 p ANASAZI _Assessment v3 Phase 1 Upgrade Guide _ _ Z Sorvari Potential Signature Changes Assessment Level Signatures setup has been added to the Assessment Types Table AS006EA as an optional configuration to replace or accompany Assessment Page signatures configured in WYSIWYG Itis recommended that existing Assessments be evaluated to determine whether to continue replace or supplement current signature lines To replicate and also enhance functionality introduced in Treatment Plan Version 3 a Signature Lines branch has been added to the Options section of the Assessment Types Table This setup allows specific Signature Types to be added to Assessments with all current variations e g Required for Final Approval Credentials required for Signature Professional Description available Additionally if active a new checkbox setting Allow entry of Ad Hoc Signatures allows Staff the flexibility to add additional Signature Lines beyond the Default Required Default Optional and Common types designated in the Signature Lines Table M Assessment Types Table Adminis
19. nd Current Inactivations filters continue to function via the right click menu The Reset Assessments View ASO10EB has been removed as it is not used in Assessment v3 The Allow for Save Without Authorization Section field on the RDM 3 tab in Texas Specific Setup AZ113EB is not used in Assessment v3 as a save is allowed at any time All applicable validations that provide warnings or disallow Final Approval of RDM Assessments now appear in the Validations Pane in the Assessment Maintenance Panel Confidential and Proprietary to Cerner Corporation Page 17 February 1 2013 gt ANASAZI Assessment v3 Phase 1 Upgrade Guide Treatment Plan Signatures have been updated for consistency with the new Assessment Signatures functionality Options to launch configured Common Signatures that have been established in the Signature Lines branch of the Treatment Plan Types Table if any and all types of ad hoc signatures Client Staff and Other Entity display under a single Add Signature button on the Treatment Plan v3 tab of the Treatment Plan Maintenance Ribbon Bar Additionally the signature Wizard Panels have been removed and replaced by single screen dialogs with content specific to the type of Signature selected Note Current updates are related to the process of assigning and completing signatures Setup options for the Final Approve Signature and Allow ad hoc Signatures are not available for Treatment Plans at this tim
20. r used e Collateral Servers Button E e Final Approval Button A e Review Button V as information displayed in the Select Client Review Dialog can be viewed in more detail in the various Panes of the Client Panel e g Diagnosis Pane and GAF Pane and individual Questions can be included on demand in Client Progress Indicators e System Button S e Validate Button U Confidential and Proprietary to Cerner Corporation Page 15 February 1 2013 ANASAZI Assessment v3 Phase 1 Upgrade Guide Z Z Sorar The following WYSIWYG Question Types are no longer used e Numeric 2 e Numeric 4 The following WYSIWYG settings in the Enter Edit Object on Page Dialog are no longer used e Cutoff for Scroll it is no longer necessary to control the size of a MEW as they are now resizable by default e Display Radio As Radio or Text The following WYSIWYG settings in the Enter Edit Ouestion Dialog are no longer used Active Only Entry Actions AGE INTRES MED NUM SETMAX SIG Lock Field if Coded Condition is Met Memo Type OM Positive Direction Print for Signing The Diagnosis Codes Lookup accessed via the Axis Axis II or Axis III MEWs within a Diagnostic Assessment no longer has a filter for Axis I Axis II Axis III or DSM IV A Diary of Changes Page DIARY is not added or displayed to the Assessments Maintenance Panel for
21. roducts Any options set prior to promoting to Assessment v3 are used and loaded in the Scanner Preferences Pane Confidential and Proprietary to Cerner Corporation Page 5 February 1 2013 x ANASAZI Assessment v3 Phase 1 Upgrade Guide sr TNARE MANDATORY REVIEW OF WYSIWYG PAGES IT IS CRITICAL THAT ALL SYSTEM ADMINISTRATORS REVIEW ASSESSMENT PAGES PRIOR TO PROMOTING ASSESSMENT VERSION 3 ASv3 INTO A LIVE ENVIRONMENT Code has been updated to ensure alignment with current industry standards and for consistency throughout all Products As a result there are pre existing issues where Questions are not configured according to the current standards current standards listed below These issues were not apparent in Assessment v2 but will cause errors to display in Assessment v3 None of these issues results in a loss of data and data integrity has been maintained The display of Pages is impacted and Saves or Final Approvals are now prevented for Assessments with Questions that are not configured according to the current standards Failure to review Assessment Pages and repair problematic Questions prior to implementation will result in error messages and users being unable to Save or Final Approve these Assessments Problematic Questions can be repaired in the LIVE environment by creating and promoting Page Revisions in WYSIWYG while that environment is still at Assessment v2 This will prevent issues when new Assessments are Added
22. s HomePage The Incorrect setup of question s message presents when a Page containing issues is loaded in WYSIWYG or Clinician s HomePage This message details all the problematic Questions on the Page including Page Sequence information for easy identification Incorrect setup of question s XI X PagelD Rev CMH ASM U 1 0 2923 Seg 2 gt Assessment Type Question missing For the following responses PagelD Rev CMH ASM U 1 Q 2864 Seg 3 gt Intake PageID Rev CMH ASM U 1 Q 2864 Seg 4 gt Update PagelD Rev CMH ASM U 1 Q 2864 Seg 5 gt Termination PageID Rev CMH ASM U 1 Q 2711 Seq 10 gt Level of Need PageID Rev CMH ASM U 1 Q 2865 Seg 16 gt CBCL Obtained See WYSIWYG Updates for Phase 1 on page 70 of WYSIWYG User Manual Updates for more information about this message and how to update Pages to correct the problems Confidential and Proprietary to Cerner Corporation Page 7 February 1 2013 x ANASAZI Assessment v3 Phase 1 Upgrade Guide Z Z Z Sorar Repair Process 1 2 3 4 5 6 7 8 9 Copy LIVE environment to TEST so that all Ouestions in use are contained in TEST Promote TEST environment to current level apply Assessment v3 Run the Questions in Need of Review Listing AS001RC to identify problematic Numeric N Checklist C and Radio Button R Ouestions Review report contents to determine which Ouestions will be updated e g only Ouestions in use
23. sion rather than those that are current for the Question Users who encounter this issue should create a Revision for the affected Page remove and replace each Question that is not displaying correctly and promote the Revision This will update the TR_PGFMT file so that the items display as configured The Questions In Need of Review Listing AS001RC can be added to a Menu and run to identify mismatched Checklist C and or Radio Button R responses Efforts have been made to ensure Pages containing these Questions are repaired when possible and or highly visible so they may be repaired manually prior to implementation in the Live system A utility is included in the Release that reviews Pages for problems and performs the following repairs e Orphaned Checklist and Radio Button Responses are removed from the Page and the Page contents are re sequenced e Page Format and Valid Response records for Checklist and Radio Button Questions with incorrect setup are cross referenced When a Question containing no valid Responses is followed by a set of Responses for another Question the utility reviews the number of Responses Question Type Response Labels Response Codes Alarm Flags and Values for Add for each If records are identical the Question is updated to include current valid Responses on that Page If any component does not match the Question is not updated and a message below presents when that Page is loaded in WYSIWYG or Clinician
24. ssary and these display as entered For MEWs with cumulative column width values less than or equal to the total MEW width columns display as entered subject to the calculations described above If cumulative values for all included Char and Field Width fields exceed the amount of space available to display data within the MEW each included field becomes a percentage of the whole and resizes proportionately such that all columns are included within the viewable space Confidential and Proprietary to Cerner Corporation Page 10 February 1 2013 ANASAZI D Assessment v3 Phase 1 Upgrade Guide Swan A Client Table Types Maintenance Administrative Access Basis Table History Table Table Id Legal Form Id LegaMistE niryl Table Description Legs History Tablet FeemDescrigtion Legal Hitoy table Dinli Daa CA G Rested Daia Reaicin TT S Extra Column Label 1 County DataField1 9 FeidWitht 10 Ema Coml 0 DataField2 0 Fiedwidh2 0 Column Default Label Label Used R Char Exclude pr Date x r ienes Ditense r Convicted Cm OCS fom gt mi r position Osp Dsp s K Months Served sved vs ts 9 r Probin Per Stat DEPP Stat Perse 0 a r Probin Par Duration P P Du Frou 0 13 x si js ae Gass se Koso Qed xox Legal MEW Date Offense Cnv Srved PIP Start PIP Dur 06 09 2010 Drug Offense Y 3 11 06 2010 15months 6 Subsequent i
25. trative Access M j JO xj r Filters List has filters applied against it and is not showing all data E Filters Status xi E N eo S Y Active v 1066CCI Illinois Assessment v Assessment Related to AAA ASA For TMACK v Assessment IN Only records not related to Treatment Plan v3 Type v ADDICT Assessment for Addiction v Assessment ANA ADL ADL Personal Space v Assessment Applied Fikeis AGEDOB Clinical Test Age DOB v Assessment Status Y Active BPRSADLT BPRS Adult Y Assessment pead OTETA YS Type ee Only records not related to Treatment Plan v3 Type BPRSCHLD BPRS Child v Assessment BRIEF Brief Psych Eval v Assessment gt CAIRS CAIRS Registration Assessment v Assessment CAIRSCU CAIRS Component Update v Assessment E apply clear CAMHSVC Child Adolescent MH Services v Assessment CAPREG CAPREG Question v Assessment CAREFTST CalOMS Referral Test v Assessment CCMCRIS CCM Crisis Plan v Assessment vi Options Currently Viewing Information for Signature Lines I Allow entry of Ad Hoc Signatures Confidential and Proprietary to Cerner Corporation Page 12 February 1 2013 ANASAZI D Assessment v3 Phase 1 Upgrade Guide Swan Edit Clinical Assessment Level Sigs Signature Line m Signature Line Entity Type E Staff z I Final Approve Signature I Primary Signature Heating OA Clear Signatues lt Undefined gt a Signature Setting lt Undefned gt
26. trist MONROE CHRIS does not have a required Credential in effect on 08 07 2012 Critical Staff Signature Required Sequence 4 Staff Assessments may now be Final Approved with only one click of the Final Approve button and entry of the Logged In Staff s Signature Password An active Final Approve Signature setting allows the Logged In Staff to lock an Assessment by clicking the Final Approve button and entering the signature password Provided no other signature lines are configured either at the Assessment or Page Level this functionality allows for rapid and simple completion of the Final Approve process A Final Approve Signature may have additional requirements e g Credential reguired for Signature restricting who may Final Approve the Assessment using this method As an enhanced security measure a Signature Password Panel is included for all Assessments at the time the Final Approve button is clicked This password entry verifies and saves the Name and Date Time of the Staff who Final Approves the Assessment File Client Record Related Signatures AZCLSIGN Fields Signature Type SIG TYPE TRCLPLAN Employee ID EMP ID Date DATE Time TIME Final Approval Flag FA FLAG set to Y versus those who have completed Assessment Level and or Page Level signature lines A signature line configured as Final Approve Signature serves this function and does not reguire an additional signature Assessment Level
27. tup AZ011EA via the New Assessment Restriction Date field in the Assessments branch A utility is included with this Release Candidate to set the new field in Assessment and Treatment Plan Setup with the value from the corresponding field in WYSIWYG If the WYSIWYG field is blank at the time of applying the Release Candidate the field in Assessment and Treatment Plan Setup is set to lt Undefined gt which allows entry of any date in the Assessment Date field Additional functionality has been added to several of the Assessment Object Types and Question Object Types that may appear on an Assessment When Voiding an Assessment the Standard Text is no longer retrieved from the Text Responses Select Standard Text for Question in the WYSIWYG Enter Edit Question Dialog for the F Question 6278 Client Assessment Comment File 1 Field 20 which appears in the Client Assessment Entry Form It is now obtained from the Standard Text Table AZ2232EA for Type set to A Assessments A utility is included with this Release Candidate to copy any existing Standard Text records for the F Question 6278 to the Standard Text Table as Assessment Type records Setup within Client Table Types Maintenance ASO26EB is respected for each Table L MEW within an Assessment This includes the following newly added All Unrestricted Tables Axis 1 Axis 2 Axis 3 Axis 4 Axis 4 Missouri and Immunizations which were previously hard coded and
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