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Avatar CareFabric 2024 Update 21

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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 2024 Monthly Release 2024.00.01
Avatar CareFabric 2024 Monthly Release 2024.00.01
Avatar PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

Avatar CareFabric is enhanced to support ProviderConnect Enterprise.

Required Updates

Avatar CareFabric 2024 Update 8

Included Updates

2, 8, 16

Details
NEW3 CHANGED0 FIXED0
New (3)
ProviderConnect Enterprise - 'Admission' data
Avatar CareFabric is enhanced to support sending additional 'Admission' data via ProviderConnect Enterprise.
Value Added: Additional support for ProviderConnect Enterprise
Topics
• Admission • ProviderConnect Enterprise • Update Client Data
 
ProviderConnect Enterprise - 'Client Demographic' data
Avatar CareFabric is enhanced to support sending additional 'Client Demographic' data via ProviderConnect Enterprise.
Value Added: Additional support for ProviderConnect Enterprise
Topics
• ProviderConnect Enterprise • Update Client Data
 
ProviderConnect Enterprise - 'Financial Eligibility' data
Avatar CareFabric is enhanced to support sending additional 'Financial Eligibility' data via ProviderConnect Enterprise.
Value Added: Additional support for ProviderConnect Enterprise
Topics
• Financial Eligibility • ProviderConnect Enterprise • Update Client Data
 
Acceptance Tests
AV-95307 Summary | Details
ProviderConnect Enterprise - 'Admission' data
Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with the following on file: 'Date of Birth' and 'Social Security Number' (Client A).
  • 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 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Practitioner A" in the 'Attending Practitioner' field.
  18. Select the "Other Client Data" section.
  19. Select "Yes" in the 'Informed of Smoking Policy' field.
  20. Select the "ProviderConnect Enterprise Identifiers" section.
  21. Click [Add New Item].
  22. Select the defined managing organization in the 'External Organization' field.
  23. Click [Search].
  24. Select the matching client record in the 'Select Matching Client Record' dialog.
  25. Click [OK].
  26. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  27. Click [Update Demographics].
  28. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  29. Click [OK].
  30. Select the "Admission" section.
  31. Validate the 'Date of Birth' field contains the value on file in the managing organization's system.
  32. Validate the 'Social Security Number' field contains the value on file in the managing organization's system.
  33. Click [Submit].
  34. Access the 'ProviderConnect Enterprise Action Log'.
  35. Enter the desired date in the 'From Date' and 'Through Date' fields.
  36. Enter the desired time in the 'From Time' and 'Through Time' fields.
  37. Select the desired organization in the 'Managing Organization' field.
  38. Select "PutProgramAdmission" in the 'Action Name' field.
  39. Click [View Action Log].
  40. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  41. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  42. Close the report and the form.
Topics
• Admission • ProviderConnect Enterprise
AV-95308 Summary | Details
ProviderConnect Enterprise - 'Client Demographic' data
Scenario 1: ProviderConnect Enterprise- Validate the 'PutClient' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • 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).
  • The 'Client Demographics - Additional Fields' registry setting must be set to include "Multi-Select Race".
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Update any desired fields.
  3. Select the desired value in the 'Client Race' field.
  4. Select the desired value in the 'Occupation' field.
  5. Enter the desired name in the 'Preferred Name' field.
  6. Select the desired value in the 'Gender Identity' field.
  7. Select "Yes" in the 'Veteran' field.
  8. Select the desired value in the 'Sexual Orientation' field.
  9. Select the desired value in the 'Gender Identity' field.
  10. Select the desired value in the 'Other Race(s)'.
  11. Click [Submit].
  12. Access the 'ProviderConnect Enterprise Action Log'.
  13. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  14. Enter the desired times in the 'From Time' and 'Through Time' fields.
  15. Select the desired organization in the 'Managing Organization' field.
  16. Select "PutClient" in the 'Action Name' field.
  17. Click [View Action Log].
  18. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  19. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutClient' action that was triggered from the 'Update Client Data' form with a "Success" result.
  20. Close the report and the form.
Topics
• ProviderConnect Enterprise • Update Client Data
AV-95309 Summary | Details
ProviderConnect Enterprise - 'Financial Eligibility' data
Scenario 1: ProviderConnect Enterprise - Validate sending Financial Eligibility data via the 'PutFhirInsurancePolicy' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization. Guarantors/Payors must be selected in the 'Associated Guarantor/Payor' field, including a "Medi-Cal" guarantor (Guarantor A).
  • 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).
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Select the episode mapped to the managing organization in the Episode Pre-Display.
  3. Click [OK].
  4. Select the "Guarantor Selection" tab.
  5. Click [Add New Item].
  6. Select "Guarantor A" in the 'Guarantor #' field.
  7. Select "(Non-Contract) Medi-Cal" in the 'Guarantor Plan' field.
  8. Select the desired value in the 'Customize Guarantor Plan' field.
  9. Enter the desired date in the 'Effective Date Of Contract' field.
  10. Select "Self" in the 'Client's Relationship To Subscriber' field.
  11. Enter the desired value in the 'Subscriber's Address - Street Line 1' field.
  12. Enter the desired value in the 'Subscriber's Address - Zip' field.
  13. Enter the desired value in the 'Subscriber's Address - City' field.
  14. Enter the desired value in the 'Subscriber's Address - State' field.
  15. Enter the desired value in the 'Subscriber's Social Security #' field.
  16. Select the desired value in the 'Eligibility Verified' field.
  17. Enter the desired date in the 'Coverage Effective Date' field.
  18. Enter the desired date in the 'Coverage Expiration Date' field.
  19. Enter the desired value in the 'Subscriber's Birth Date' field.
  20. Enter the desired value in the 'Subscriber's Client Index Number' field.
  21. Select the desired value in the 'Subscriber's Assignment of Benefits' field.
  22. Select the desired value in the 'Subscriber's Release Of Info' field.
  23. Enter the desired date in the 'Effective Date Of Medi-Cal Eligibility' field.
  24. Select the desired value in the 'Eligibility Code' field.
  25. Select the desired value in the 'Aid Code' field.
  26. Select the "Financial Eligibility" tab.
  27. Select "Guarantor A" in the 'Guarantor #1' field.
  28. Click [Submit].
  29. Access the 'ProviderConnect Enterprise Action Log' form.
  30. Enter the desired date in the 'From Date' and 'Through Date' fields.
  31. Enter the desired time in the 'From Time' and 'Through Time' fields.
  32. Select the desired organization in the 'Managing Organization' field.
  33. Select "PutFhirInsurancePolicy" in the 'Action Name' field.
  34. Click [View Action Log].
  35. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  36. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutFhirInsurancePolicy' action that was triggered from the 'Financial Eligibility' form with a "Success" result.
  37. Close the report and the form.
Topics
• Financial Eligibility • ProviderConnect Enterprise