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Avatar CareFabric 2022 Update 67

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Product Requirements / Recommendations

Avatar CareFabric required
Avatar PM required
RADplus required
Avatar Cal-PM

Product Update Form Description

Avatar CareFabric is enhanced to filter service codes by insurance charge category.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Medical Note - Add-On Services
Ensure the ability to display add-on codes in Medical Note CarePOV when filtering service codes by insurance charge category via Avatar CareFabric.
Value Added: The ability to filter service codes by insurance charge category
Topics
• Add-On • CareFabric • CPT • Medical Note • Progress Notes • Service Codes
 
Acceptance Tests
AV-70861 Summary | Details
Medical Note - Add-On Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Finalize.Add-On Services
  • HomeView - My To Do's widget
  • Medical Note
  • Note Details
  • Program Maintenance
Scenario 1: Medical Note - Validate add-on codes when filtering service codes by 'Insurance Charge Category'
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • [User A] must be defined as a "Provider" and have the following:
  • The 'Medical Note' widget accessible on the HomeView
  • A client enrolled in an existing episode (Client A and Episode A)
  • Document routing must be enabled for the Medical Note Progress Note
  • User with access to the 'Client Ledger' form
  • [UserB] with existing practitioner enrolled in Medical Note
  • [User A] has access to the "Registry Settings-PM" form:
  • The 'Activate Program/Service Code Filter' registry setting is set to "Y"
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is set to "Y"
  • Two add-on service codes must be defined (Add-On 1 & Add-On 2)
  • A service code must be defined with an associated CPT Code (CPT Code A) and is assigned the "Add-On 1" and "Add-On 2" add-on service codes (Service Code A).
  • "Service Code A", "CPT Code A", and "Add-On 1" must be defined with the same 'Insurance Charge Category' which can be done in the 'Service Codes' form (Insurance Category A).
  • A Service Program (Service Program A) must be filtered by "Insurance Charge Category".
  • Insurance Charge Category (Insurance Charge Category A) is selected in the 'Insurance Charge Category' field. This must be done in the 'Program Maintenance' form.
Steps
  1. Log into Avatar with a Provider login credentials.
  2. Select "Client A" and select 'Medical Note' widget.
  3. Verify the existence of the 'Facesheet' tab.
  4. Click [Add Note].
  5. Verify the existence of the 'Note Details'.
  6. Select "Episode A" from the 'Episode' field.
  7. Select "Service Program A" from the 'Service Program' field.
  8. Set 'Service Code' field to "Service Code A".
  9. Complete the required fields in 'Note Details' and click [Save].
  10. Verify the existence of the 'Facesheet' tab.
  11. Click the 'Document' tab and complete all the required fields.
  12. Click the 'Finalize' tab and complete all the required fields.
  13. Be sure to fill out the 'CPT Selection' section by selecting a CPT code that is defined to include add-on codes (Add-On 1 & Add-On 2).
  14. Navigate to the 'Add-On Services' field.
  15. Click [Add] and click the 'Add-On Service' field.
  16. Validate only the add-on code associated with the "Insurance Charge Category A" is displayed in the 'Add-On Service' field.
  17. Select “Add-On 1” from the 'Add-On Service' field.
  18. Complete the required fields and click [Save].
  19. Validate “Add-On 1” is successfully saved in 'Add-On Service' field.
  20. Click [Generate Note].
  21. Select "Complete" in the 'Completion Status' field.
  22. Click [Signed Off].
  23. Verify Sign Off process completes.
  24. Verify the existence of the 'Document Routing' form.
  25. Verify that the "Add on Services" information is included toward the end of the progress note.
  26. At the 'Confirm Document' screen, click [Accept and Route].
  27. Enter the password for [UserA] in the 'Verify Password' field.
  28. Click [OK].
  29. At the 'Route Document To' screen, search for [UserB] in the 'Add Approver' field.
  30. Click [Add].
  31. Validate [UserB] is added as an "Approver" and the 'Approver' check box is selected.
  32. Click [Submit].
  33. Log in as [UserB].
  34. Navigate to the 'My To Do's' widget.
  35. Locate the To Do just routed and click [Approve Document].
  36. Verify that the "Add on Services" information is included toward the end of the progress note.
  37. Click [Accept].
  38. Validate the To Do is removed from the list.
  39. Log into Avatar as [UserA].
  40. Access the 'Client Ledger' form.
  41. Select "Client A" in the 'Client ID' field.
  42. Select "Episode" from the 'All Episodes - Claim/Episode/All Episodes' field.
  43. Select the episode the appointment was created for from the 'Episode Number' field.
  44. Select "Simple" in the 'Ledger Type' field.
  45. Click [Process].
  46. Verify that the ledger displays the service code from the posted appointment.
  47. Verify that the ledger displays the add-on charge codes from the posted appointment.
  48. Click [Dismiss] and close the form.
Topics
• Add-On • CareFabric • CPT • Medical Note • Progress Notes • Service Codes