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Avatar CareFabric 2022 Update 57

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Product Requirements / Recommendations

Avatar CareFabric required
Avatar PM required
RADplus required
Avatar Cal-PM
EVV MobileCaregiver+
myHealthPointe

Product Update Form Description

Support for Deposit Entry is added for myHealthPointe payments.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
CareFabric - CareFabric Events - Payment
CareFabric Events Payment support is added for new fields added for credit card payments from the myHealthPointe client portal.
Avatar CareFabric 2022 Update 70 must be installed.
Avatar PM 2022 Update 78 must be installed.
Value Added: CareFabric payments events are updated to support new fields added to myHealthPointe credit card payments.
Topics
• CareFabric • CareFabric Monitor • Credit Card Processing
 
Acceptance Tests
AV-80300 Summary | Details
CareFabric - CareFabric Events - Payment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Credit Card Configuration
  • Registry Settings (CFMS)
  • Registry Settings (PM)
  • User Definition
  • CareFabric Monitor
  • Client Ledger
  • Deposit Entry
  • Front Desk
  • Posting/Adjustment Codes Definition
  • System Task Scheduler
  • Avatar NX Report Viewer
  • Dictionary Update (PM)
  • Dynamic Form - CardConnect Payment
  • NX Credit Card Dialog
  • Payment Acknowledgement
Scenario 1: CareFabric - Send 'Self Pay Balance' to myHealthPointe
Specific Setup:
  • Please review the 'Credit Card Processing' configuration guide which will be located on the Netsmart Wiki, in myAvatar, Avatar Training Guides.
  • Credit Card Processing Configuration has been used to create ‘Device 1’ with a value of ‘No’ in ‘Is this a Back Office MID?’.
  • Credit Card Processing Configuration has been used to create ‘Device 2’ with a value of ‘Yes’ in ‘Is this a Back Office MID?’.
  • 'Service Code 1': configure a service code that will be used as the 'Pre Payment Service Code'. The 'Group Code' and 'Covered Charge Category should both be non-billable. There will be no 'Service Fee/Cross Reference Maintenance' record.
  • 'Posting/Adjustment Codes Definition 1': configure a payment posting code with a value of 'Credit Card Posting Code in 'Is this a Credit Card or ACH Posting Code'.
  • The following registry setting has a value of 'Y': Avatar PM--->Billing->Remittance Processing->->-> Enable Credit Card Processing Functionality.
  • The following registry setting has a value of ‘Service Code 1’: Avatar PM->Scheduling->Front Desk->->->Pre Payment Service Code.
  • The following registry setting has a value of 'Y': Avatar PM->Scheduling->Front Desk->->->Allow Using Front Desk With Scheduling Calendar.
  • Guarantors/Payors 1: Has a 'Financial Class' of 'Self Pay'.
  • Client 1:
  • Note the client ID.
  • Client has one episode/program.
  • Is assigned Guarantors/Payors 1 in 'Financial Eligibility, with a daily deductible of $10.00.
  • Use 'Client Ledger' to verify that client has a positive amount for 'Guarantors/Payors 1 in 'TOTAL BALANCE BY GUARANTOR (last page of the report). Note the amount.
  • Client has an appointment on the current date that is paid, using a credit card, in the amount of $10.00, during 'Scheduling Calendar Check In'.
  • Client 2:
  • Note the client ID.
  • Client has one episode/program.
  • Is assigned Guarantors/Payors 1 in 'Financial Eligibility, with a daily deductible of $10.00.
  • Use 'Client Ledger' to verify that client has a negative amount for Guarantors/Payors 1 in 'TOTAL BALANCE BY GUARANTOR (last page of the report) Note the amount.
  • Client has an appointment on the current date that is paid, using a credit card, in the amount of $10.00, during 'Front Desk Check In'.
  • Client 3:
  • Note the client ID.
  • Client has one episode/program.
  • Is assigned Guarantors/Payors 1 in 'Financial Eligibility, with a daily deductible of $10.00.
  • Use 'Client Ledger' to verify that client has a positive amount for Guarantors/Payors 1 in 'TOTAL BALANCE BY GUARANTOR (last page of the report). Note the amount.
  • A credit card payment is processed in ‘Deposit Entry’ in the amount of $10.00.
Steps
  1. Open CareFabric Monitor'.
  2. Set 'From Date' to current date.
  3. Set ''Through Date' to current date.
  4. Select 'Client 1' in 'Client ID'.
  5. Click 'Click To View Record'.
  6. Select the 'CardConnectBalanceUpdated' event.
  7. Validate that the 'accountID' is equal to 'Client 1'.
  8. Validate that 'cardConnectPayment' is equal to 'null'.
  9. Validate that 'currentBalance' is equal to $10.00 less than the 'Client Ledger' amount notes for 'Client 1'.
  10. Click [X] on the report.
  11. Select 'Client 2' in 'Client ID'.
  12. Click 'Click To View Record'.
  13. Select the 'CardConnectBalanceUpdated' event.
  14. Validate that the 'accountID' is equal to 'Client 2'.
  15. Validate that 'cardConnectPayment' is equal to 'null'.
  16. Validate that 'currentBalance' is a negative amount that is $10.00 more than the 'Client Ledger' amount notes for 'Client 2'.
  17. Click [X] on the report.
  18. Select 'Client 3' in 'Client ID'.
  19. Click 'Click To View Record'.
  20. Select the 'CardConnectBalanceUpdated' event.
  21. Validate that the 'accountID' is equal to 'Client 3'.
  22. Validate that 'cardConnectPayment' is equal to 'null'.
  23. Validate that 'currentBalance' is equal to $10.00 less than the 'Client Ledger' amount notes for 'Client 1'.
  24. Click [X] on the report.
  25. Click [X] on the form.
Scenario 2: CareFabric – Receive ‘Payment Information’ from myHealthPointe - Validate 'SYSTEM.unacknowledged_payments' table.
Specific Setup:
  • Registry Settings:
  • Avatar PM->Billing->Remittance Processing->->->Enable Payment Acknowledgement = Y.
  • Avatar PM->Billing->Remittance Processing->->->Prevent Posting Payments Unless Payment has been Acknowledged = ‘0'.
  • Dictionary Update:
  • Other Table Files: (5521) Program - contains dictionary codes and dictionary values.
  • Other Table Files: (5522) Account - contains dictionary codes, dictionary values and extended dictionary values.
  • Other Table Files: (9712) Payment Acknowledgement Type – extended dictionary values have been added to the locked dictionary.
  • Posting/Adjustment Codes Definitions:
  • 'Payment' definitions exist. The 'Payment' definition may be a 'Credit' (payment) or a 'Debit' (reversal). The definitions may have a value in the ‘Payment Acknowledgement Type’ field. Only 'Payment' definitions will be available in the 'Payment Acknowledgement' section of the 'Payment Acknowledgement' form.
  • 'Adjustment' definitions exist. The definitions may have a value in the ‘Payment Acknowledgement Type’ field. All ‘Adjustment’ and 'Payment' definitions will be available in the ‘Payment Acknowledgement’ form in the ‘Post Payment Accounting Entry' section of the 'Payment Acknowledgement' form.
  • User Definition has been used to give the tester access to the 'Payment Acknowledgement' form and the ‘SYSTEM.unacknowledged_payments’ table.
  • Agency uses the myHealthPointe payment portal to accept patient electronic payments.
  • Clients:
  • Client 1:
  • Is enrolled in myAvatar and has an outstanding Self-Pay balance.
  • Payment is made in the myHealthPointe payment portal. Note all information regarding the payment.
  • Client 2: Is enrolled in myAvatar and has an outstanding Self-Pay balance.
  • Tester can create a query of SQL tables.
Steps
  1. Create a query of the 'SYSTEM.billing_pay_adj_history' table, specific to 'Client 1' using the 'PATID'.
  2. Validate the data for the following fields and any other desired fields: 'GUARANTOR_ID', 'date_of_payment', 'payment_amount', and 'option_id' which will contain 'PatientPortal' indicating that the payment was made in the myHealthPointe payment portal.
  3. Open 'CareFabric Monitor'.
  4. Validate the PatientPortalPaymentProcessed dialog contains "1. Payment Amount 2. Payment method: ACH or CC 3. Account ID 4. Transactional ID".
  5. Open 'Client Ledger' and process the report.
  6. Validate that the payment displays in the report.
  7. Close the report.
  8. Close the form.
  9. Open 'Registry Settings'.
  10. Change the value of the 'Prevent Posting Payments Unless Payment has been Acknowledged' registry setting to include minimum values of '5&6',
  11. Click [Submit].
  12. Click [OK].
  13. Click [No].
  14. A payment is made in the myHealthPointe payment portal. Note all information regarding the payment.
  15. Create a query of the 'SYSTEM.unacknowledged_payments' table, specific to Client 2, using the 'PATID'.
  16. Validate that payment data is correct. Save the query.
  17. Open 'Client Ledger' and process the report.
  18. Validate that the payment does not display in the report.
  19. Close the report.
  20. Close the form.
  21. Open the 'Payment Acknowledgement' form.
  22. Select the 'Post Front Office and myHP Payments' section.
  23. Click 'T' in 'Payment Collection Date'.
  24. Select desired value in 'Treatment Service'.
  25. Select 'myHP' in 'Type'.
  26. Click [Review].
  27. Select the row specific to 'Client 2'.
  28. Click [OK].
  29. Enter desired 'Batch Number'.
  30. Enter desired 'Deposit Date'.
  31. Select desired 'Category'.
  32. Enter desired 'Bank Ref#'.
  33. Enter desired 'Comments'.
  34. Click [Post].
  35. Refresh the query of the 'SYSTEM.unacknowledged_payments' table, specific to Client 2.
  36. Validate that the table no longer contains data for 'Client 2'.
  37. Create a query of the 'SYSTEM.billing_pay_adj_history' table, specific to 'Client 2' using the 'PATID'.
  38. Validate the data for the following fields and any other desired fields: 'GUARANTOR_ID', 'date_of_payment', 'payment_amount', and 'option_id' which will contain 'PatientPortal' indicating that the payment was made in the myHealthPointe payment portal.
  39. Open 'CareFabric Monitor'.
  40. Validate the PatientPortalPaymentProcessed dialog contains "1. Payment Amount 2. Payment method: ACH or CC 3. Account ID 4. Transactional ID".
  41. Open 'Client Ledger' and process the report.
  42. Validate that the payment displays in the report.
  43. Close the report.
  44. Close the form.
Scenario 3: CareFabric – Receive ‘Payment Information’ from myHealthPointe
Specific Setup:
  • Agency uses the myHealthPointe payment portal to accept patient electronic payments.
  • Client is enrolled in myAvatar and has an outstanding Self-Pay balance.
  • Payment is made in the myHealthPointe payment portal. Note all information regarding the payment.
  • Tester can create a query of SQL tables
Steps
  1. Create a query of the 'SYSTEM.billing_pay_adj_history' table, specific to the client using the 'PATID'.
  2. Validate the data for the following fields and any other desired fields: 'GUARANTOR_ID', 'date_of_payment', 'payment_amount', and 'option_id' which will contain 'PatientPortal' indicating that the payment was made in the myHealthPointe payment portal.
  3. Open 'CareFabric Monitor'.
  4. Validate the PatientPortalPaymentProcessed dialog contains "1. Payment Amount 2. Payment method: ACH or CC 3. Account ID 4. Transactional ID"
Scenario 4: Credit Card Configuration
Specific Setup:
  • Please contact your Netsmart representative for assistance to enable credit card functionality.
  • The following registry setting has a value of 'Y': Avatar PM--->Billing->Remittance Processing->->->Enable Credit Card Processing.
  • General Information regarding credit card payments: At the current time, payments can be accepted from 'Deposit Entry', 'Front Desk - Check in' section only, and 'Scheduling Calendar - Check in' section only.
  • In the 'Credit Care Device Setup' section:
  • Note: Only one device can have a value of 'Yes' in 'Is this a Back Office MID?' and a value of 'Yes' in 'Active Device'.
  • Note: Each device must have a unique 'Device Name'.
  • Note: No grid rows may be deleted. Use the 'Active Device' field to set the value to 'Yes' or 'No'. Devices with either value will continue to display in the grid.
  • Note: The grid displays inactive devices first, followed by active devices sorted by 'Device Name'.
  • Note: The grid may be sorted by double clicking any column header in the grid.
  • Note: The value of any submitted field, except device name, may be changed by clicking on the row in the grid and changing the value in the data entry fields.
  • No changes can be made to a submitted device name. If needed, make the device inactive and create a new device.
  • Note: The following special characters may not be used in the 'Device Name', 'Merchant ID (MID)', or 'Device Serial Number' fields:
  • & - ampersand
  • < - less than
  • > - greater than
  • ' - single quote
  • " - double quote
Steps
  1. Open 'Credit Card Configuration’.
  2. Enter the desired value in 'Populate Receipt Number with Credit Card Payment Reference Number'.
  3. Enter the desired value in 'Default User ID for myHealthPointe Credit Card and ACH Payments'.
  4. Enter the desired value in 'Default Posting Code for myHealthPointe Credit Card Payments'.
  5. Enter the desired value in 'Default Posting Code for myHealthPointe ACH Payments'.
  6. Select the desired value in 'Payments Received From myHealthPointe'.
  7. Set the section to 'Credit Card Device Setup'.
  8. Click [New Row].
  9. Enter the desired value in 'Device Name'.
  10. Enter the desired value in 'Device Description'.
  11. Enter the desired value in 'Merchant ID (MID)'.
  12. Select 'Yes' in 'Is this a Back Office MID?'.
  13. If desired, enter the desired value in 'Device Serial Number'.
  14. If desired, select the desired value in 'Site'.
  15. Select 'Yes' in 'Active Device'.
  16. Click [New Row].
  17. Enter the desired value in 'Device Name'.
  18. Enter the desired value in 'Device Description'.
  19. Enter the desired value in 'Merchant ID (MID)'.
  20. Select 'No' in 'Is this a Back Office MID?'.
  21. Enter the desired value in 'Device Serial Number'.
  22. Select the desired value in 'Site'.
  23. Select 'Yes' in 'Active Device'.
  24. Click [Submit].
  25. Repeat steps 16 - 23 for each additional device.
  26. If desired, select the row for the device with 'Yes' in 'Is this a Back Office MID?' and select 'No' in 'Active Device'.
  27. Click [New Row].
  28. Enter the desired value in 'Device Name'.
  29. Enter the desired value in 'Device Description'.
  30. Enter the desired value in 'Merchant ID (MID)'.
  31. Select 'Yes' in 'Is this a Back Office MID?'.
  32. Do not enter a value in 'Device Serial Number'.
  33. Do not enter a value in 'Site'.
  34. Select 'Yes' in 'Active Device'.
  35. Click [Submit].
Topics
• CareFabric • CareFabric Monitor • Credit Card Processing