Avatar CWS 2022 Update 113

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Product Requirements / Recommendations

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Product Update Form Description

Chart View for 'Progress Notes' is modified to display service duration, split service duration and total duration when the split service functionality is applied to the note. Please note: The split service functionality is only available in Avatar PM.

Included Updates

3, 4, 6, 10, 13, 13.1, 17, 24, 27, 28, 31, 32, 35, 37, 40, 45, 46, 49, 50, 55, 57, 59, 61, 68, 69, 76, 82, 90, 98, 105, 108, 109

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-83276 Details \| User Acceptance Tests Progress Notes - Chart View The Chart View for 'Progress Notes' is updated to display service duration, split service duration, and total duration when split service functionality is applied to the note. Value Added: Support is added for split service functionality in the Chart View for 'Progress Notes'	Topics • Progress Notes

Acceptance Tests

AV-83276 Summary | Details

Progress Notes - Chart View

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Ledger
Financial Eligibility
Guarantors/Payors
Managed Care Authorizations
Program Maintenance
Progress Notes (Group and Individual)
Client Charge Input
Registry Settings (CWS)

Scenario 1: 'Progress Notes (Group and Individual)' - New Service - Validate Chart View for Split Service Functionality

Specific Setup:

The logged in user is associated with a practitioner.
The 'Suppress To-Do Items Prior To Date' registry setting does not contain a value.
The 'Require Authorizations At Guarantors/Payors Level' registry setting is disabled.
The 'Exclude Services If No Progress Notes' registry setting is enabled.
The 'Enable Progress Notes By Program Requirement' registry setting is enabled.
A guarantor is defined in 'Guarantors/Payors' that has the following (Guarantor A):
"Check for Available Units" selected in the 'Verify Services and Appointments Against Available Authorizations' field.
"Yes" selected in the 'Split Service If The Authorization Does Not Cover Units' field
A service code is defined with the following (Service Code A):
"User Defined" selected in the 'Type Of Fee' field
"10" entered in the 'Minutes per Unit' field
A fee is entered in 'Service Fee/Cross Reference Maintenance' for this service code
A program is defined in 'Program Maintenance' that has "Service Code A" associated to it (Program A).
The "Workflow Service Setup" section of the 'Set System Defaults' form must be configured for "Service Code A", "Program A", "Program A" and has "Service Provider" selected in the 'Send To Do Item To Which Staff Member' field.
A client is enrolled in "Program A" and has the following on file:
"Guarantor A" selected as the primary guarantor in 'Financial Eligibility'.
A record on file in 'Managed Care Authorizations' with the following:
"4" entered for 'Maximum Units'
The 'Authorization Number' must be populated

Steps

Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Select any value in the 'Select Episode' field.
Select "New Service" in the 'Progress Notes For' field.
Select any value in the 'Note Type' field.
Enter any value in the 'Notes Field' field.
Select the logged in practitioner in the 'Practitioner' field.
Enter the current date in the 'Date Of Service' field.
Select "Service Code A" in the 'Service Charge Code' field.
Validate the 'Service Program' field contains "Program A".
Enter "60" in the 'Service Duration' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Progress Notes message' is displayed stating: "Note Filed".
Click [OK] and close the form.
Double click on "Client A" in the 'My Clients' widget.
Validate the 'Chart View' is displayed.
Select "Progress Note" from the left-hand side.
Validate the Progress Note Report page contains the service created in the previous steps.
Validate the 'Service Duration', 'Split service duration' and 'Total Duration' fields are displayed.
Validate the 'Service Duration' field contains "40".
Validate the 'Split service duration' field contains "20".
Validate the 'Total Duration' field contains "60".
Close the Chart.

Scenario 2: 'Progress Notes (Group and Individual)' - Existing Service - Validate Chart View for Split Service Functionality

Specific Setup:

The logged in user is associated with a practitioner.
The 'Suppress To-Do Items Prior To Date' registry setting does not contain a value.
The 'Require Authorizations At Guarantors/Payors Level' registry setting is disabled.
The 'Exclude Services If No Progress Notes' registry setting is enabled.
The 'Enable Progress Notes By Program Requirement' registry setting is enabled.
A guarantor is defined in 'Guarantors/Payors' that has the following (Guarantor A):
"Check for Available Units" selected in the 'Verify Services and Appointments Against Available Authorizations' field.
"Yes" selected in the 'Split Service If The Authorization Does Not Cover Units' field
A service code is defined with the following (Service Code A):
"User Defined" selected in the 'Type Of Fee' field
"10" entered in the 'Minutes per Unit' field
A fee is entered in 'Service Fee/Cross Reference Maintenance' for this service code
A program is defined in 'Program Maintenance' that has "Service Code A" associated to it (Program A).
The "Workflow Service Setup" section of the 'Set System Defaults' form must be configured for "Service Code A", "Program A", "Program A" and has "Service Provider" selected in the 'Send To Do Item To Which Staff Member' field.
A client is enrolled in "Program A" and has the following on file:
"Guarantor A" selected as the primary guarantor in 'Financial Eligibility'.
A record on file in 'Managed Care Authorizations' with the following:
"4" entered for 'Maximum Units'
The 'Authorization Number' must be populated

Steps

Access the 'Client Charge Input' form.
Enter the desired date in the 'Date Of Service' field.
Select "Service Code A" in the 'Service Code' field.
Select "Client A" in the 'Client ID' field.
Validate "Program A" is selected in the 'Program' field.
Enter "60" in the 'Duration (Minutes)' field.
Click [Submit] and close the form.
Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Select any value in the 'Select Episode' field.
Select "Existing Service" in the 'Progress Notes For' field.
Select the service created in the previous steps in the 'Note Addresses Which Existing Service/Appointment' field.
Select any value in the 'Note Type' field.
Enter any value in the 'Notes Field' field.
Validate the 'Service Charge Code' field contains "Service Code A".
Validate the 'Service Program' field contains "Program A".
Validate the 'Service Duration' field contains "60".
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Progress Notes message' is displayed stating: "Note Filed".
Click [OK] and close the form.
Double click on "Client A" in the 'My Clients' widget.
Validate the 'Chart View' is displayed.
Select "Progress Note" from the left-hand side.
Validate the Progress Note Report page contains the service created in the previous steps.
Validate the 'Service Duration', 'Split service duration' and 'Total Duration' fields are displayed.
Validate the 'Service Duration' field contains "40".
Validate the 'Split service duration' field contains "20".
Validate the 'Total Duration' field contains "60".
Close the Chart.

Topics

• Progress Notes