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Avatar CareFabric 2023 Update 64

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Product Requirements and Recommendations

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

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.03.02
Avatar CareFabric 2023 Monthly Release 2023.03.02
Avatar PM 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

The 'Delete ProviderConnect Enterprise Client Mapping' form is renamed 'Update ProviderConnect Enterprise Mapping' and allows for deleting and updating of ProviderConnect Enterprise client, episode and record mappings.

Required Updates

None

Included Updates

3, 4, 5, 6, 11, 13, 14, 17, 19, 20, 21, 22, 23, 24, 26, 27, 28, 29, 33, 34, 35, 36, 37, 38, 39, 41, 42, 43, 44, 46, 47, 48, 49, 50, 51, 52, 53, 55, 56, 58, 59, 60, 62

Details
NEW1 CHANGED0 FIXED0
New (1)
ProviderConnect Enterprise - 'Update ProviderConnect Enterprise Mapping' form
The 'Delete ProviderConnect Enterprise Client Mapping' form is renamed 'Update ProviderConnect Enterprise Mapping'. This form allows for the updating and deleting of ProviderConnect Enterprise client, episode, and record mappings.
Please note: this functionality is being added for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to valid mappings that do not require correction.
Value Added: Support for ProviderConnect Enterprise
Topics
• ProviderConnect Enterprise
 
Acceptance Tests
AV-90013 Summary | Details
ProviderConnect Enterprise - 'Update ProviderConnect Enterprise Mapping' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Update ProviderConnect Enterprise Mapping
Scenario 1: Update ProviderConnect Enterprise Mapping - Delete a client mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to client mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). This client mapping must require corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select "Client A" in the 'Local Client' field.
  3. Select the corresponding organization in the 'Managing Organization' field.
  4. Validate the 'External Client ID' field populates with the current external ID on file for "Client A".
  5. Click [Delete Mapping].
  6. Validate a message is displayed stating: Are you sure you wish to continue? Deleting this mapping cannot be undone. Re-mapping this client at a later time will send new data records to the appropriate managing organization, which may result in duplicate episodes and records if that organization has not cleared its records.
  7. Click [OK].
  8. Select "Client A" in the 'Local Client' field.
  9. Select the corresponding organization in the 'Managing Organization' field.
  10. Validate a message is displayed stating: No external mapping exists.
  11. Click [OK] and close the form.
  12. Access Crystal Reports or other SQL Reporting Tool.
  13. Create a report using the 'SYSTEM.pce_client_mapping' SQL table.
  14. Validate a row for the deleted mapping for "Client A" is not displayed.
  15. Close the report.
Scenario 2: Update ProviderConnect Enterprise Mapping - Update a client mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to client mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). This client mapping must require corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select "Client A" in the 'Local Client' field.
  3. Select the corresponding organization in the 'Managing Organization' field.
  4. Validate the 'External Client ID' field populates with the current external ID on file for "Client A".
  5. Enter the corrected value in the 'External Client ID' field.
  6. Click [Update Mapping].
  7. Validate a message is displayed stating: Are you sure you wish to continue? Updating this client without changes in the appropriate managing organization may result in incorrect episodes and records.
  8. Click [OK].
  9. Select "Client A" in the 'Local Client' field.
  10. Select the corresponding organization in the 'Managing Organization' field.
  11. Validate the 'External Client ID' field populates with the corrected external ID filed for "Client A".
  12. Close the form.
  13. Access Crystal Reports or other SQL Reporting Tool.
  14. Create a report using the 'SYSTEM.pce_client_mapping' SQL table.
  15. Navigate to the row for "Client A".
  16. Validate the 'external_PATID' field contains the corrected value for "Client A".
  17. Close the report.
Scenario 3: Update ProviderConnect Enterprise Mapping - Update an episode mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to episode mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). This client's episode mapping must require corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select the "Episode Mapping" section.
  3. Select "Client A" in the 'Local Client' field.
  4. Select the episode needing correction in the 'Local Episode' field.
  5. Select the corresponding organization in the 'Managing Organization' field.
  6. Validate the 'External Client ID' field populates with the external ID on file for "Client A".
  7. Validate the 'External Episode ID' field contains the current external episode ID for "Client A".
  8. Validate the 'External Movement ID' field contains the current movement ID for "Client A".
  9. Enter the corrected value in the 'External Episode ID' field.
  10. Enter the corrected value in the 'External Movement ID' field.
  11. Click [Update Mapping].
  12. Validate a message is displayed stating: Are you sure you wish to continue? Updating this episode without changes in the appropriate managing organization may result in incorrect episodes and records.
  13. Click [OK].
  14. Select "Client A" in the 'Local Client' field.
  15. Select the corresponding organization in the 'Managing Organization' field.
  16. Validate the 'External Episode ID' field populates with the corrected episode ID filed for "Client A".
  17. Validate the 'External Movement ID' field populates with the corrected movement ID for "Client A".
  18. Close the form.
  19. Access Crystal Reports or other SQL Reporting Tool.
  20. Create a report using the 'SYSTEM.pce_episode_mapping' SQL table.
  21. Navigate to the row for "Client A".
  22. Validate the 'external_EPISODE_NUMBER' field contains the corrected value for "Client A".
  23. Validate the 'external_movement_ID' field contains the corrected value for "Client A".
  24. Close the report.
Scenario 4: Update ProviderConnect Enterprise Mapping - Delete an episode mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to episode mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). This client's episode mapping must require corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select the "Episode Mapping" section.
  3. Select "Client A" in the 'Local Client' field.
  4. Select the episode needing correction in the 'Local Episode' field.
  5. Select the corresponding organization in the 'Managing Organization' field.
  6. Validate the 'External Client ID' field populates with the external ID on file for "Client A".
  7. Validate the 'External Episode ID' field contains the current external episode ID for "Client A".
  8. Validate the 'External Movement ID' field contains the current movement ID for "Client A".
  9. Click [Delete Mapping].
  10. Validate a message is displayed stating: Are you sure you wish to continue? Deleting this mapping cannot be undone. Re-mapping this episode at a later time will send new data records to the appropriate managing organization, which may result in duplicate episodes and records if that organization has not cleared its records.
  11. Click [OK].
  12. Select "Client A" in the 'Local Client' field.
  13. Select the corresponding organization in the 'Managing Organization' field.
  14. Validate a message is displayed stating: No external mapping exists.
  15. Click [OK] and close the form.
  16. Access Crystal Reports or other SQL Reporting Tool.
  17. Create a report using the 'SYSTEM.pce_episode_mapping' SQL table.
  18. Validate a row for the deleted mapping for "Client A" is not displayed.
  19. Close the report.
Scenario 5: Update ProviderConnect Enterprise Mapping - Update a record mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to record mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). This client must have a record mapping that requires corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select the "Record Mapping" section.
  3. Select the desired organization in the 'Managing Organization' field.
  4. Select "Client A" in the 'Local Client' field.
  5. Select the form requiring corrective action for "Client A" in the 'Form' field.
  6. Select the corresponding episode in the 'Local Episode' field (if applicable).
  7. Select the record requiring corrective action in the 'Local Record' field.
  8. Validate the 'External Client ID' field contains the external ID for "Client A".
  9. Validate the 'External Episode ID' field contains the external episode ID for "Client A" (if applicable).
  10. Validate the 'External Record ID' field contains the current record ID for "Client A".
  11. Enter the corrected value in the 'External Record ID' field.
  12. Click [Update Mapping].
  13. Validate a message is displayed stating: Are you sure you wish to continue? Updating this record without changes in the appropriate managing organization may result in incorrect episodes and records.
  14. Click [OK].
  15. Select the desired organization in the 'Managing Organization' field.
  16. Select "Client A" in the 'Local Client' field.
  17. Select the form requiring corrective action for "Client A" in the 'Form' field.
  18. Select the corresponding episode in the 'Local Episode' field (if applicable).
  19. Select the record corrected in the previous steps in the 'Local Record' field.
  20. Validate the 'External Record ID' field populates with the corrected record ID for "Client A".
  21. Close the form.
  22. Access Crystal Reports or other SQL Reporting Tool.
  23. Create a report using the 'SYSTEM.pce_record_mapping' SQL table.
  24. Navigate to the row for "Client A".
  25. Validate the 'external_RECORD_ID' field contains the corrected value for "Client A".
  26. Close the report.
Scenario 6: Update ProviderConnect Enterprise Mapping - Delete a record mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to record mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). This client must have a record mapping that requires corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select the "Record Mapping" section.
  3. Select the desired organization in the 'Managing Organization' field.
  4. Select "Client A" in the 'Local Client' field.
  5. Select the form requiring corrective action for "Client A" in the 'Form' field.
  6. Select the corresponding episode in the 'Local Episode' field (if applicable).
  7. Select the record requiring corrective action in the 'Local Record' field.
  8. Validate the 'External Client ID' field contains the external ID for "Client A".
  9. Validate the 'External Episode ID' field contains the external episode ID for "Client A" (if applicable).
  10. Validate the 'External Record ID' field contains the record ID for "Client A".
  11. Click [Delete Mapping].
  12. Validate a message is displayed stating: Are you wish to continue? Deleting this mapping cannot be undone. Re-mapping this episode at a later time will send new data records to the appropriate managing organization, which may result in duplicate episodes and records if that organization has not cleared its records.
  13. Click [OK] and close the form.
  14. Access Crystal Reports or other SQL Reporting tool.
  15. Create a report using the 'SYSTEM.pce_record_mapping' SQL table.
  16. Validate a row for the deleted mapping for "Client A" is not displayed.
  17. Close the report.
Scenario 7: Update ProviderConnect Enterprise Mapping - Import/Export Mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to record mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • Must have an invalid 'Managing Organization Data File' for import that does not contain valid client/episode/record mappings (File A).
  • Must have a valid 'Managing Organization Data File' for import that contains valid client/episode/record mappings (File B).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select the "Import/Export Mapping" section.
  3. Click [Upload Managing Organization Data File].
  4. Search for and select "File A" for import.
  5. Validate a message is displayed stating: Errors existed in the uploaded file.
  6. Click [OK] and [Export Managing Organization Error File].
  7. Navigate to the exported error file and validate the expected errors are displayed.
  8. Close the file.
  9. Click [Upload Managing Organization Data File].
  10. Search for and select "File B" for import.
  11. Click [Export Certified Contracting Provider Mapping File].
  12. Navigate to the exported 'Certified Contracting Provider Mapping File' and validate the imported data is displayed.
  13. Save the 'Certified Contracting Provider Mapping File'.
  14. Click [Upload Certified Contracting Provider Mapping File].
  15. Navigate to the 'Certified Contracting Provider Mapping File' saved in the previous steps and select it for import.
  16. Validate a message is displayed stating: Mapping loaded successfully.
  17. Click [OK] and close the form.
  18. Access Crystal Reports or other SQL Reporting Tool.
  19. Create reports using the 'SYSTEM.pce_client_mapping', 'SYSTEM.pce_episode_mapping', and 'SYSTEM.pce_record_mapping' SQL tables.
  20. Validate each client, episode, and record mapping uploaded in the previous steps is displayed as expected.
  21. Close the reports.
Topics
• ProviderConnect Enterprise