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Avatar CWS 2024 Update 58

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

The 'Progress Notes' forms are updated to support the registry setting 'Unit Calculation with Minimum Duration' when entering a 'Duration'.

Required Updates

None

Included Updates

19

Details
NEW1 CHANGED0 FIXED0
New (1)
Progress Notes - Registry Settings
The registry setting 'Unit Calculation with Minimum Duration' is added to optionally include the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Based on the Registry setting value N/Y/YE/YW proper error messages or warnings are given to user in various 'Progress Notes' forms based on the values given in 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Value Added: 'Progress Notes' will now use the 'Minimum Duration for Unit Calculation' defined in the service code.
Topics
• Progress Notes • Registry Settings
 
Acceptance Tests
AV-95384 Summary | Details
Progress Notes - Registry Settings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Ambulatory Progress Notes
  • Ambulatory Progress Notes (Diagnosis Entry)
  • Inpatient Progress Notes (Diagnosis Entry)
Scenario 1: Registry Settings = 'Unit Calculation with Minimum Duration' - Progress Notes (Group and Individual)
Specific Setup:
  • Registry Settings:
  • ‘Unit Calculation with Minimum Duration' = Y.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field. Note the value. (Service Code 1).
Steps
  1. Open "Progress Notes (Group and Individual)" form.
  2. Enter 'Client 1' in 'Select Client'.
  3. Click [New Service] in 'Progress Note For'.
  4. Select desired value in 'Note Type'.
  5. Enter any value in 'Notes Field'.
  6. Select any date in 'Date of Service'.
  7. Enter 'Service Code 1' in 'Service Charge Code'.
  8. Enter any value in 'Service Duration' that is less than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  9. Enter the desired 'Practitioner' in 'Practitioner'.
  10. Click [File Note].
  11. Validate the dialog contains 'Note Filed. Do you want to return to the Progress Notes form?'.
  12. Click [No].
  13. Open "Client Ledger" form.
  14. Enter 'Client 1' in 'Client ID'.
  15. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  16. Click [Simple] in 'Ledger Type'.
  17. Click [Yes] in 'Include Zero Charges'.
  18. Click [Process].
  19. Review the "Client Ledger" report to verify that the charge for the service is zero.
  20. Click [X].
  21. Click [No].
  22. Repeat Steps 2-12 with value in 'Service Duration' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  23. Review the "Client Ledger" report to verify that the charge and units are correct.
  24. Click [X].
  25. Click [No].
  26. Open the "Registry Settings" form.
  27. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  28. Set the 'Registry Setting Value' to 'YE'.
  29. Repeat Steps 2-8 to file a service through "Progress Notes (Group and Individual)" form.
  30. Validate the message displays: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  31. Click [OK].
  32. Enter any value in 'Service Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  33. Click [Submit].
  34. Open "Client Ledger" form.
  35. Enter 'Client 1' created in setup in 'Client ID'.
  36. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  37. Click [Simple] in 'Ledger Type'.
  38. Click [Yes] in 'Include Zero Charges'.
  39. Click [Process].
  40. Review the “Client Ledger” report to verify that the charge and units are correct.
  41. Click [X].
  42. Click [No].
  43. Open the "Registry Settings" form.
  44. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  45. Set the 'Registry Setting Value' to 'YW'.
  46. Repeat Steps 2-8 to file a service through "Progress Notes (Group and Individual)" form.
  47. Validate the message displayed: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation. A unit will only be calculated once the duration is at least X minutes.
  48. Click [OK].
  49. Enter any value in 'Service Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  50. Click [Submit].
  51. Repeat Steps 34-42 to review the 'Client Ledger' report data.
Scenario 2: Registry Settings = 'Unit Calculation with Minimum Duration' - Ambulatory Progress Notes
Specific Setup:
  • Registry Settings:
  • ‘Unit Calculation with Minimum Duration' = Y.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field. Note the value. (Service Code 1)
Steps
  1. Open "Ambulatory Progress Notes" form.
  2. Enter 'Client 1' in 'Select Client'.
  3. Click [New Service] in 'Progress Note For'.
  4. Select desired value in 'Note Type'.
  5. Enter any value in 'Notes Field'.
  6. Select any date in 'Date of Service'.
  7. Enter 'Service Code 1' in 'Service Charge Code'.
  8. Enter any value in 'Service Duration' that is less than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  9. Enter the desired 'Practitioner' in 'Practitioner'.
  10. Click [File Note].
  11. Validate the dialog displays 'Note Filed. Do you want to return to the Progress Notes form?'.
  12. Click [No].
  13. Open "Client Ledger" form.
  14. Enter 'Client 1' in 'Client ID'.
  15. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  16. Click [Simple] in 'Ledger Type'.
  17. Click [Yes] in 'Include Zero Charges'.
  18. Click [Process].
  19. Review the "Client Ledger" report to verify that the charge for the service is zero.
  20. Click [X].
  21. Click [No].
  22. Repeat Steps 2-12 with value in 'Service Duration' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  23. Review the “Client Ledger” report to verify that the charge and units are correct.
  24. Click [X].
  25. Click [No].
  26. Open the "Registry Settings" form.
  27. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  28. Set the 'Registry Setting Value' to 'YE'.
  29. Repeat Steps 2-8 to file a service through "Ambulatory Progress Notes" form.
  30. Validate the message displays: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  31. Click [OK].
  32. Enter any value in 'Service Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  33. Click [Submit].
  34. Open "Client Ledger" form.
  35. Enter 'Client 1' created in setup in 'Client ID'.
  36. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  37. Click [Simple] in 'Ledger Type'.
  38. Click [Yes] in 'Include Zero Charges'.
  39. Click [Process].
  40. Review the “Client Ledger” report to verify that the charge and units are correct.
  41. Click [X].
  42. Click [No].
  43. Open the "Registry Settings" form.
  44. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  45. Set the 'Registry Setting Value' to 'YW'.
  46. Repeat Steps 2-8 to file a service through "Ambulatory Progress Notes" form.
  47. Validate the message displays: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation. A unit will only be calculated once the duration is at least X minutes.
  48. Click [OK].
  49. Enter any value in 'Service Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  50. Click [Submit].
  51. Repeat Steps 34-42 to validate 'Client Ledger' report data.
Scenario 3: Registry Settings = 'Unit Calculation with Minimum Duration' - Inpatient Progress Notes
Specific Setup:
  • Registry Settings:
  • 'Unit Calculation with Minimum Duration' = Y.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field. Note the value. (Service Code 1).
Steps
  1. Open "Inpatient Progress Notes" form.
  2. Enter 'Client 1' in 'Select Client'.
  3. Click [New Service] in 'Progress Note For'.
  4. Select desired value in 'Note Type'.
  5. Enter any value in 'Notes Field'.
  6. Select any date in 'Date of Service'.
  7. Enter the 'Service Code 1' created in setup in 'Service Charge Code'.
  8. Enter any value in 'Service Duration' that is less than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  9. Enter the desired 'Practitioner' in 'Practitioner'.
  10. Click [File Note].
  11. Validate the dialog displays: 'Note Filed. Do you want to return to the Progress Notes form?'.
  12. Click [No].
  13. Open "Client Ledger" form.
  14. Enter 'Client 1' created in setup in 'Client ID'.
  15. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  16. Click [Simple] in 'Ledger Type'.
  17. Click [Yes] in 'Include Zero Charges'.
  18. Click [Process].
  19. Review the "Client Ledger" report to verify that the charge for the service is zero.
  20. Click [X].
  21. Click [No].
  22. Repeat Steps 2-12 with value in 'Service Duration' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  23. Review the “Client Ledger” report to verify that the charge and units are correct.
  24. Click [X].
  25. Click [No].
  26. Open the "Registry Settings" form.
  27. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  28. Set the 'Registry Setting Value' to 'YE'.
  29. Repeat Steps 2-8 to file a service through "Inpatient Progress Notes" form.
  30. Validate the message displays: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  31. Click [OK].
  32. Enter any value in 'Service Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  33. Click [Submit].
  34. Open "Client Ledger" form.
  35. Enter 'Client 1' created in setup in 'Client ID'.
  36. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  37. Click [Simple] in 'Ledger Type'.
  38. Click [Yes] in 'Include Zero Charges'.
  39. Click [Process].
  40. Review the “Client Ledger” report to verify that the charge and units are correct.
  41. Click [X].
  42. Click [No].
  43. Open the "Registry Settings" form.
  44. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  45. Set the 'Registry Setting Value' to 'YW'.
  46. Repeat Steps 2-8 to file a service through "Inpatient Progress Notes" form.
  47. Validate the message displays: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation. A unit will only be calculated once the duration is at least X minutes.
  48. Click [OK].
  49. Enter any value in 'Service Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  50. Click [Submit].
  51. Repeat Steps 34-42 to validate 'Client Ledger' report data.
Scenario 4: Registry Settings = 'Unit Calculation with Minimum Duration - Ambulatory Progress Notes (Diagnosis Entry)
Specific Setup:
  • Registry Settings:
  • ‘Unit Calculation with Minimum Duration' = Y.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field. Note the value. (Service Code 1).
Steps
  1. Open "Ambulatory Progress Notes (Diagnosis Entry)" form.
  2. Enter 'Client 1' in 'Select Client'.
  3. Click [New Service] in 'Progress Note For'.
  4. Select desired value in 'Note Type'.
  5. Enter any value in 'Notes Field'.
  6. Select any date in 'Date of Service'.
  7. Enter 'Service Code 1' in 'Service Charge Code'.
  8. Enter any value in 'Service Duration' that is less than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  9. Enter the desired 'Practitioner' in 'Practitioner'.
  10. Click [File Note].
  11. Validate the dialog contains: 'Note Filed. Do you want to return to the Progress Notes form?'.
  12. Click [No].
  13. Open "Client Ledger" form.
  14. Enter 'Client 1' created in setup in 'Client ID'.
  15. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  16. Click [Simple] in 'Ledger Type'.
  17. Click [Yes] in 'Include Zero Charges'.
  18. Click [Process].
  19. Review the "Client Ledger" report to verify that the charge for the service is zero.
  20. Click [X].
  21. Click [No].
  22. Repeat Steps 2-12 with value in 'Service Duration' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  23. Review the “Client Ledger” report to verify that the charge and units are correct.
  24. Click [X].
  25. Click [No].
  26. Open the "Registry Settings" form.
  27. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  28. Set the 'Registry Setting Value' to 'YE'.
  29. Repeat Steps 2-8 to file a service through "Ambulatory Progress Notes (Diagnosis Entry)" form.
  30. Validate the message displays: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  31. Click [OK].
  32. Enter any value in 'Service Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  33. Click [Submit].
  34. Open "Client Ledger" form.
  35. Enter 'Client 1' created in setup in 'Client ID'.
  36. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  37. Click [Simple] in 'Ledger Type'.
  38. Click [Yes] in 'Include Zero Charges'.
  39. Click [Process].
  40. Review the “Client Ledger” report to verify that the charge and units are correct.
  41. Click [X].
  42. Click [No].
  43. Open the "Registry Settings" form.
  44. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  45. Set the 'Registry Setting Value' to 'YW'.
  46. Repeat Steps 2-8 to file a service through "Ambulatory Progress Notes (Diagnosis Entry)".
  47. Validate the message displays: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation. A unit will only be calculated once the duration is at least X minutes.
  48. Click [OK].
  49. Enter any value in ' Service Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  50. Click [Submit].
  51. Repeat Steps 34-42 to validate 'Client Ledger' report data.
Scenario 5: Registry Settings = 'Unit Calculation with Minimum Duration' - Inpatient Progress Notes (Diagnosis Entry)
Specific Setup:
  • Registry Settings:
  • ‘Unit Calculation with Minimum Duration' = Y.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field. Note the value. (Service Code 1)
Steps
  1. Open "Inpatient Progress Notes (Diagnosis Entry)" form.
  2. Enter 'Client 1' in 'Select Client'.
  3. Click [New Service] in 'Progress Note For'.
  4. Select desired value in 'Note Type'.
  5. Enter any value in 'Notes Field'.
  6. Select any date in 'Date of Service'.
  7. Enter 'Service Code 1' in 'Service Charge Code'.
  8. Enter any value in 'Service Duration' that is less than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  9. Enter the desired 'Practitioner' in 'Practitioner'.
  10. Click [File Note].
  11. Validate the dialog displays: 'Note Filed. Do you want to return to the Progress Notes form?'.
  12. Click [No].
  13. Open "Client Ledger" form.
  14. Enter 'Client 1' in 'Client ID'.
  15. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  16. Click [Simple] in 'Ledger Type'.
  17. Click [Yes] in 'Include Zero Charges'.
  18. Click [Process].
  19. Review the "Client Ledger" report to verify that the charge for the service is zero.
  20. Click [X].
  21. Click [No].
  22. Repeat Steps 2-12 with value in 'Service Duration' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  23. Review the “Client Ledger” report to verify that the charge and units are correct.
  24. Click [X].
  25. Click [No].
  26. Open the "Registry Settings" form.
  27. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  28. Set the 'Registry Setting Value' to 'YE'.
  29. Repeat Steps 2-8 to file a service through "Inpatient Progress Notes (Diagnosis Entry)" form.
  30. Validate the message displays: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  31. Click [OK].
  32. Enter any value in 'Service Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  33. Click [Submit].
  34. Open "Client Ledger" form.
  35. Enter 'Client 1' in 'Client ID'.
  36. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  37. Click [Simple] in 'Ledger Type'.
  38. Click [Yes] in 'Include Zero Charges'.
  39. Click [Process].
  40. Review the “Client Ledger” report to verify that the charge and units are correct.
  41. Click [X].
  42. Click [No].
  43. Open the "Registry Settings" form.
  44. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  45. Set the 'Registry Setting Value' to 'YW'.
  46. Repeat Steps 2-8 to file a service through "Inpatient Progress Notes (Diagnosis Entry)" form.
  47. Validate the message displays: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation. A unit will only be calculated once the duration is at least X minutes.
  48. Click [OK].
  49. Enter any value in 'Duration(Minutes)' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  50. Click [Submit].
  51. Repeat Steps 34-42 to validate Client Ledger Report data.
Topics
• Progress Notes • Registry Settings