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Avatar Cal-PM 2022 Monthly Release 2022.01.01 Acceptance Tests

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Update 11 Summary | Details
Financial Eligibility - Medi-Cal Eligibility fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic form- Social Security Number
  • Admission (Outpatient)
  • Financial Eligibility
  • Guarantors/Payors
Scenario 1: Financial Eligibility - Add/Edit/Delete financial eligibility record
Specific Setup:
  • Guarantor/Payors:
  • An existing guarantor is identified. Note the guarantor code/name.
  • Admission:
  • A new client is created or an existing client is identified who does not have 'Fast Financial Eligibility', 'Family Financial Eligibility', 'Financial Eligibility', or 'Cross Episode Financial Eligibility' records created. Note the client id/ name.
Steps
  1. Select "Client A" and open the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' tab.
  3. Validate the 'Guarantor Information' grid is required.
  4. Validate the 'Guarantor #' field is required.
  5. Select any value from the 'Guarantor #' field.
  6. Validate the 'Guarantor Plan' field is required.
  7. Select any value from the 'Guarantor Plan' field.
  8. Validate the 'Customize Guarantor Plan' field is required.
  9. Select any value from the 'Customize Guarantor Plan' field.
  10. Validate the 'Eligibility Verified' field is required.
  11. Select any value from the 'Eligibility Verified' field.
  12. Validate the 'Coverage Effective Date' field is required.
  13. Set the 'Coverage Effective Date' field to any value.
  14. Validate the 'Client's Relationship To Subscriber' field is required.
  15. Select any value from the 'Client's Relationship To Subscriber' field.
  16. Validate the 'Subscriber's Name' field is required.
  17. Enter any value in the 'Subscriber's Name' field.
  18. Validate the 'Subscriber's Address - Street Line 1' field is required.
  19. Enter any value in the 'Subscriber's Address - Street Line 1' field.
  20. Validate the 'Subscriber Address - Zip' field is required.
  21. Enter any value in the 'Subscriber Address - Zip' field.
  22. Validate the 'Subscriber Address - City' field is required.
  23. Enter any value in the 'Subscriber Address - City' field.
  24. Validate the 'Subscriber Address - State' field is required.
  25. Select any value in the 'Subscriber Address - State' field.
  26. Validate the 'Subscriber's Social Security #' field is required.
  27. Enter any value in the 'Subscriber's Social Security #' field.
  28. Validate the 'Subscriber Sex' field is required.
  29. Select any value in the 'Subscriber Sex' field.
  30. Validate the 'Subscriber Assignment Of Benefits' field is required.
  31. Select any value from 'Subscriber Assignment Of Benefits' field.
  32. Validate the 'Subscriber Release of Info' field is required.
  33. Select any value from the 'Subscriber Release of Info' field.
  34. Validate the 'Subscriber's Covered Days' field is required.
  35. Validate the 'Maximum Covered Dollars' field is required.
  36. Select the 'Financial Eligibility' tab.
  37. Select the Guarantor previously defined in the 'Guarantor #1' field.
  38. Click [Submit].
  39. Select "Client A" and open the 'Financial Eligibility' form.
  40. Edit the financial eligibility record that was entered.
  41. Validate the data entered is retrieved and displayed.
  42. Click [Add New Item].
  43. Validate that a new blank row is added.
  44. Click [Delete Selected Item].
  45. Validate the "Are you Sure?" dialogue.
  46. Click [Yes].
  47. Validate that the blank row is deleted successfully.
  48. Exit the form.


Scenario 2: Financial Eligibility - Validating medical eligibility fields upon adding/editing eligibility record for the client
Specific Setup:
  • Guarantor/Payors:
  • An existing guarantor is identified. Note the guarantor code/name.
  • Admission:
  • A new client is created or an existing client is identified who does not have financial eligibility record created. Note the client id/ name.
Steps
  1. Select desired client identified in the setup section.
  2. Open the 'Financial Eligibility' form.
  3. Select the 'Guarantor Selection' tab.
  4. Validate the 'Guarantor Information' grid is required.
  5. Validate the 'Guarantor #' field is required.
  6. Select any value from the 'Guarantor #' field.
  7. Validate the 'Guarantor Plan' field is required.
  8. Select any value from the 'Guarantor Plan' field.
  9. Validate the 'Customize Guarantor Plan' field is required.
  10. Select any value from the 'Customize Guarantor Plan' field.
  11. Validate the 'Eligibility Verified' field is required.
  12. Select any value from the 'Eligibility Verified' field.
  13. Validate the 'Coverage Effective Date' field is required.
  14. Set the 'Coverage Effective Date' field to any value.
  15. Validate the 'Client's Relationship To Subscriber' field is required.
  16. Select any value from the 'Client's Relationship To Subscriber' field.
  17. Validate the 'Subscriber's Name' field is required.
  18. Enter any value in the 'Subscriber's Name' field.
  19. Validate the 'Subscriber's Address - Street Line 1' field is required.
  20. Enter any value in the 'Subscriber's Address - Street Line 1' field.
  21. Validate the 'Subscriber Address - Zip' field is required.
  22. Enter any value in the 'Subscriber Address - Zip' field.
  23. Validate the 'Subscriber Address - City' field is required.
  24. Enter any value in the 'Subscriber Address - City' field.
  25. Validate the 'Subscriber Address - State' field is required.
  26. Select any value in the 'Subscriber Address - State' field.
  27. Validate the 'Subscriber's Social Security #' field is required.
  28. Enter any value in the 'Subscriber's Social Security #' field.
  29. Validate the 'Subscriber Sex' field is required.
  30. Select any value in the 'Subscriber Sex' field.
  31. Validate the 'Subscriber Assignment Of Benefits' field is required.
  32. Select any value from 'Subscriber Assignment Of Benefits' field.
  33. Validate the 'Subscriber Release of Info' field is required.
  34. Select any value from the 'Subscriber Release of Info' field.
  35. Validate the 'Subscriber's Covered Days' field is required.
  36. Validate the 'Maximum Covered Dollars' field is required.
  37. Enter desired date in the 'Effective Date of Medi-Cal Eligibility' field.
  38. Select desired code in the 'Eligibility Code' field.
  39. Select desired code in the 'Aid code' field.
  40. Enter desired value in the 'EVC Tracking Number' field.
  41. Select the 'Financial Eligibility' tab.
  42. Select the Guarantor previously defined in the 'Guarantor #1' field.
  43. Click [Submit].
  44. Select desired client from the setup section.
  45. Open the 'Financial Eligibility' form.
  46. Edit the financial eligibility record that was entered.
  47. Validate the data entered is retrieved and displayed correctly as entered.
  48. Submit the form.
Topics
• Financial Eligibility • NX
Update 14 Summary | Details
'Client Other Healthcare Coverage' Registry Setting and Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Other Healthcare Coverage
  • Electronic Billing
  • Update Client Data
Scenario 1: Avatar Cal-PM Registry Settings - Verification of 'Add Support For Client Other Healthcare Coverage' Registry Setting
Steps
  1. Open 'Registry Settings' form.
  2. Enter search value 'Add Support For Client Other Healthcare Coverage' and click 'View Registry Settings' button.
  3. Ensure Registry Setting 'Add Support For Client Other Healthcare Coverage' is returned (under 'Avatar PM-> Billing' path).
  4. Ensure 'Registry Setting Details' field contains the following explanation text:

"Selecting 'Y' adds the form 'Client Other Healthcare Coverage' to the system.

This allows an end user to capture subscriber and guarantor information for guarantors that process claims and need to be reported in an outbound 837 Institutional or Professional File in loops 2320 and 2330B.

Please note that any records input in this form will not impact liability distribution.

This form should only be used to collect a client's Other Healthcare Coverage information if Avatar MSO is installed and the registry setting, 'Add Support For The Input Of Third Party Payer Amounts' is set to either 1 or 2.

Selecting 'N' will not enable the 'Client Other Healthcare Coverage' form."

Scenario 2: 'Client Other Healthcare Coverage' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Add Support For Client Other Healthcare Coverage' must be enabled
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Client Other Healthcare Coverage' form (under 'Avatar PM / Client Management' menu path).
  2. Select client (and episode if multiple episodes exist) for 'Client Other Healthcare Coverage' record entry/view.
  3. Ensure the following fields are present in the 'Client Other Healthcare Coverage' form:
  4. 'Create or Edit Coverage Period'
  5. Allows selection of existing Other Healthcare Coverage row/entry for client, as well as 'Create New' selection for new Other Healthcare Coverage row entry
  6. 'Guarantor #'
  7. Allows selection of Avatar Cal-PM Guarantor/Payor for Other Healthcare Coverage row/entry
  8. 'Guarantor Name'
  9. Value defaulted from Avatar Cal-PM Guarantor/Payor definition, may be edited
  10. 'Effective Date'
  11. Including 'Today' and 'Yesterday' selection buttons
  12. 'Expiration Date'
  13. Including 'Today' and 'Yesterday' selection buttons
  14. 'Client's Relationship To Subscriber'
  15. 'Subscriber's Name'
  16. Value defaulted from Avatar Cal-PM Demographic data for selected client where 'Client's Relationship To Subscriber' = 'Self'
  17. 'Subscriber Address - Street Line 1'
  18. Value defaulted from Avatar Cal-PM Demographic data for selected client where 'Client's Relationship To Subscriber' = 'Self'
  19. 'Subscriber Address - Street Line 2'
  20. Value defaulted from Avatar Cal-PM Demographic data for selected client where 'Client's Relationship To Subscriber' = 'Self'
  21. 'Subscriber Address - City'
  22. Value defaulted from Avatar Cal-PM Demographic data for selected client where 'Client's Relationship To Subscriber' = 'Self'
  23. 'Subscriber Address - State'
  24. Value defaulted from Avatar Cal-PM Demographic data for selected client where 'Client's Relationship To Subscriber' = 'Self'
  25. 'Subscriber Address - Zip'
  26. Value defaulted from Avatar Cal-PM Demographic data for selected client where 'Client's Relationship To Subscriber' = 'Self'
  27. 'Subscriber Policy #'
  28. 'Subscriber Group Name'
  29. 'Subscriber Assignment Of Benefits'
  30. 'Subscriber Release Of Info'
  31. 'Guarantor Payer Identifier'
  32. To have third party adjudication data reported on an 837 Institutional or Professional file, the Guarantor Payer Identifier entered here must match the Payer Identifier entered for the service in the 'Enter Third Party Adjudication Data' section in the Avatar MSO Claim Processing and Fast Service Entry forms
  33. 'Insurance Type Code (2320-SBR-05)'
  34. Value defaulted from Avatar Cal-PM Guarantor/Payor definition, may be edited
  35. 'Claim Filing Indicator Code (2320-SBR-09)'
  36. Value defaulted from Avatar Cal-PM Guarantor/Payor definition, may be edited
  37. In 'Create or Edit Coverage Period' field, select 'Create New' for new Other Healthcare Coverage row entry.
  38. Enter/select values for all fields as required/desired.
  39. Click 'Submit' button to file Client Other Healthcare Coverage row/entry.
  40. Ensure user is presented with confirmation dialog noting 'Submitting has completed. Do you wish to return to form?' with 'Yes'/'No' buttons.
  41. Click 'Yes' button to return to 'Client Other Healthcare Coverage' form.
  42. In 'Create or Edit Coverage Period' field, select existing Other Healthcare Coverage row/entry.
  43. Ensure all field values are present in 'Client Other Healthcare Coverage' form/record as previously entered/filed.
  44. On entry or filing of Other Healthcare Coverage for same Guarantor and Coverage Period as an existing Other Healthcare Coverage entry ('Effective Date' through 'Expiration Date' if specified), ensure that user is presented with error dialog noting 'The Coverage date range for the current Coverage Period overlaps an existing entry. (Dates ##/##/#### - ##/##/####)' and the overlapping Other Healthcare Coverage entry is disallowed.
  45. Open Crystal Reports or other SQL reporting tool.
  46. In Avatar Cal-PM SQL table 'SYSTEM.other_healthcare_coverage', ensure that data row(s) are added/updated on filing of 'Client Other Healthcare Coverage' form and contain values/information filed via form for all applicable fields.

Scenario 3: 'Electronic Billing' - Verification of 'Add Support For Client Other Healthcare Coverage' Registry Setting (Services Originating in Avatar MSO)
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Include Service Level Adjudication Info' must be enabled (and 'Include Service Level Adjudication Information (2430)' field set to 'Yes' via 'Guarantor/Program Billing Defaults' form '837 Professional' and/or '837 Institutional' section for applicable Guarantor/Program)
  • Avatar Cal-PM Registry Setting 'Add Support For Client Other Healthcare Coverage' must be enabled
  • Avatar Cal-PM Registry Setting 'Support MSO Other Healthcare Coverage' must be enabled
  • Avatar MSO Registry Setting 'Add Support For The Input Of Third Party Payer Amounts' must be enabled
  • One or more service(s) eligible for Avatar Cal-PM 837 Professional/837 Institutional file inclusion (via 'Electronic Billing' form) originating in Avatar MSO and including Third Party Payment/Adjustment 'Other Healthcare Coverage' information
Steps
  1. Open Avatar PM 'Electronic Billing' form. (Note, acceptance testing may also be confirmed via Avatar Cal-PM 'Quick Billing' form/functionality.)
  2. Select 837 Professional or 837 Institutional in 'Billing Form' field.
  3. Enter/select 837 file sorting criteria, using values which will include service(s) originating in Avatar MSO.
  4. Click 'Process' button to sort/generate 837 Professional or 837 Institutional file.
  5. Select 'Dump File' in the 'Billing Options' field (or select 'Create File On Server' to review output file directly).
  6. Select 'Print' in the 'Print Or Delete Report' field.
  7. Select 837 Professional/837 Institutional file sorted which includes services originating in Avatar MSO, and click 'Process' button to display 837 outbound file data.
  8. In Avatar Cal-PM 837 Professional/837 Institutional format outbound electronic billing file data - for services originating via Avatar MSO manual entry and including Service-Level Third Party Payment/Adjustment 'Other Healthcare Coverage' information (but where Claim-Level Other Healthcare Coverage/Third Party Payer Information was not entered), ensure that the following 837 Loop/Segments are included with values defined in Avatar Cal-PM 'Client Other Healthcare Coverage' record(s) for client/episode:
  9. Other Subscriber Information (2320)
  10. From 'Client Other Healthcare Coverage' form 'Subscriber Group Name', 'Insurance Type Code' and 'Claim Filing Indicator Code' fields
  11. Other Insurance Coverage Information (2320)
  12. From 'Client Other Healthcare Coverage' form 'Subscriber Assignment Of Benefits' and 'Subscriber Release Of Info' fields
  13. Other Subscriber Name (2330A)
  14. From 'Client Other Healthcare Coverage' form 'Subscriber's Name' and 'Subscriber Policy #' fields
  15. Other Payer Name (2330B)
  16. From 'Client Other Healthcare Coverage' form 'Guarantor Name' and 'Guarantor Payer Identifier' fields
  17. Notes:
  18. The Avatar Cal-PM 'Client Other Healthcare Coverage' record applicable to claims/services originating via Avatar MSO manual entry will be determined by 'Payer Identifier' value entered for MSO Service-Level Third Party Payment/Adjustment 'Other Healthcare Coverage' service information - this value must match the 'Guarantor Payer Identifier' value entered in 'Client Other Healthcare Coverage' record for the above 837 segments/information to be included in 837 claims
  19. The Avatar Cal-PM 'Client Other Healthcare Coverage' record applicable to claim/services originating via Avatar MSO manual entry will be determined by service date(s) compared to 'Effective Date' / 'Expiration Date' values entered in 'Client Other Healthcare Coverage' record
  20. If no Avatar Cal-PM 'Client Other Healthcare Coverage' record is found applicable to claim/service originating via Avatar MSO manual entry (based on 'Guarantor Payer Identifier' and 'Effective Date'/'Expiration Date' values) the 2320/2330A/2330B loops/segments noted above will not be included in Avatar Cal-PM 837 Professional/Institutional claim
  21. Other Subscriber Address 2330A segments are suppressed when Avatar Cal-PM Registry Setting 'Support MSO Other Healthcare Coverage' is enabled and the claim/service being included in 837 file through 'Electronic Billing' is using Other Healthcare Coverage from MSO
Scenario 4: 'Client Other Healthcare Coverage' - Verification of Client Demographic Information Updates
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Add Support For Client Other Healthcare Coverage' must be enabled
  • Client record(s) where one or more 'Client Other Healthcare Coverage' entry/record exists
Steps
  1. Open Avatar Cal-PM 'Admission' or 'Update Client Data' form for existing client/episode.
  2. Navigate to 'Demographics' section of form.
  3. Enter or update values for any or all of the following Client Demographic record fields in form:
  4. 'Client First Name' / 'Client Last Name' ('Client Name')
  5. 'Client's Address -Street' (and 'Client's Address - Street 2' if applicable)
  6. 'Client's Address - Zipcode'
  7. 'Client's Address - City'
  8. 'Client's Address - State'
  9. Click 'Submit' Button to file 'Admission'/'Update Client Data' form and Client Demographic record updates.
  10. Open Avatar Cal-PM 'Client Other Healthcare Coverage' form for client where Demographic record/fields updated.
  11. In 'Create or Edit Coverage Period' field, select existing Other Healthcare Coverage row/entry.
  12. For all Client Other Healthcare Coverage rows/entries where 'Client's Relationship To Subscriber' value is set to 'Self', ensure that the following Client Demographic field values are updated according to 'Admission' and/or 'Update Client Data' information entries:
  13. 'Subscriber's Name'
  14. 'Subscriber Address - Street Line 1'
  15. 'Subscriber Address - Street Line 2'
  16. 'Subscriber Address - City'
  17. 'Subscriber Address - State'
  18. 'Subscriber Address - Zip'
  19. For all Client Other Healthcare Coverage rows/entries where 'Client's Relationship To Subscriber' value is not set to/defined as 'Self', ensure that Client Demographic field values are not updated following 'Admission' and/or 'Update Client Data' information entries.
Topics
• Registry Settings • NX • Electronic Billing • 837 Professional • 837 Institutional
Update 19 Summary | Details
Guarantors/Payors - Pregnancy Indicator
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Program Maintenance
  • Dictionary Update (PM)
  • Financial Eligibility
  • California MEDS File Load
  • Women's Health History
  • Guarantors/Payors
  • Practitioner Numbers By Guarantor and Program
  • Service Codes
  • Client Charge Input
  • Electronic Billing
Scenario 1: 837 Professional - Enable Pregnancy Indicator / Date Of Last Menstrual Period = Y
Specific Setup:
  • Registry Settings:
  • The 'Enable Pregnancy Indicator / Date Of Last Menstrual Period' has a value of 'Y'.
  • Dictionary Update:
  • Client Dictionary # 357- Pregnancy Status contains values, including the extended dictionary values.
  • California MEDS File:
  • A file is available to load.
  • The file contains a pregnant client. Note the episode, guarantor, share of cost, and aid code.
  • Guarantors/Payors:
  • A minimum of the above guarantor has values in the required 'Postpartum Period (Number of Days)' field and the optional 'Aid Code' field of the ' Pregnancy Indicator' section of the form. Note the values.
  • Client from the California MEDS File:
  • Note the episode program.
  • Is assigned the noted guarantor in Financial Eligibility.
  • Has a diagnosis record for the dates of service.
  • The share of cost has been met.
  • Has a 'Women's Health History' record with a date in 'Pregnancy Start Date' and optionally a date in 'Pregnancy End Date'.
  • If 'Pregnancy End Date' contains a value, services would qualify for billing through the date, plus the number of days in the 'Postpartum Period (Number of Days)' field, but only if the 'Aid Code' field matches the 'Aid Code' in the California MEDS File.
  • Services:
  • Services exist and can be before the date of pregnancy, during the date of pregnancy, after the date of pregnancy, and after the date of pregnancy plus the number of days in the 'Postpartum Period (Number of Days)'.
  • Guarantor/Program Billing Defaults:
  • 837 Professional section of desired template:
  • Maximum Service Information Per Claim Information (Maximum LX Per CLM) does not equal '1'.
  • Create Interim Billing Batch File:
  • Create a batch for the guarantor, program, dates of service and client.
  • Close Charge has been used to close the charges.
Steps
  1. Open 'Electronic Billing'.
  2. Create an 837 Professional bill for the interim batch and dates of service for the client from Setup.
  3. Review the 'Dump' file.
  4. Validate that the services within the date range that the client is not pregnant or has passed the number of days in the ' 'Postpartum Period (Number of Days)', contain the following in the 'PAT' segment: 'PAT*G8~'.
  5. Validate that the services within the date range that the client is pregnant or has not passed the number of days in the ' 'Postpartum Period (Number of Days)', contain the following in the 'PAT' segment: 'PAT*G8********Y~'.
  6. Close the dump file.
  7. Close the form.
Scenario 2: 837 Professional - Enable Pregnancy Indicator / Date Of Last Menstrual Period = N
Specific Setup:
  • Registry Settings:
  • The 'Enable Pregnancy Indicator / Date Of Last Menstrual Period' has a value of 'N'.
  • Dictionary Update:
  • Client Dictionary # 357- Pregnancy Status contains values, including the extended dictionary values.
  • California MEDS File:
  • A file is available to load.
  • The file contains a pregnant client. Note the episode, guarantor, share of cost, and aid code.
  • Guarantors/Payors:
  • A minimum of the above guarantor has values in the required 'Postpartum Period (Number of Days)' field and the optional 'Aid Code' field of the ' Pregnancy Indicator' section of the form. Note the values.
  • Client from the California MEDS File:
  • Note the episode program.
  • Is assigned the noted guarantor in Financial Eligibility.
  • Has a diagnosis record for the dates of service.
  • The share of cost has been met.
  • Has a 'Women's Health History' record with a date in 'Pregnancy Start Date' and optionally a date in 'Pregnancy End Date'.
  • If 'Pregnancy End Date' contains a value, services would qualify for billing through the date, plus the number of days in the 'Postpartum Period (Number of Days)' field, but only if the 'Aid Code' field matches the 'Aid Code' in the California MEDS File.
  • Services:
  • Services exist and can be before the date of pregnancy, during the date of pregnancy, after the date of pregnancy, and after the date of pregnancy plus the number of days in the 'Postpartum Period (Number of Days)'.
  • Guarantor/Program Billing Defaults:
  • 837 Professional section of desired template:
  • Maximum Service Information Per Claim Information (Maximum LX Per CLM) does not equal '1'.
  • Create Interim Billing Batch File:
  • Create a batch for the guarantor, program, dates of service and client.
  • Close Charge:
  • Close the charges for the Interim Batch or the client.
Steps
  1. Open 'Electronic Billing'.
  2. Create an 837 Professional bill for the interim batch and dates of service for the client from Setup.
  3. Review the 'Dump' file.
  4. Validate that all 'PAT' segment:s contain 'PAT*G8~'.
  5. Close the dump file.
  6. Close the form.
Topics
• 837 Professional
2021 Update 68 Summary | Details
Quick Billing - Close Charges
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Admission (Outpatient)
  • Financial Eligibility
  • Registry Settings (CWS)
  • Practitioner Enrollment
  • Ambulatory Progress Notes
  • Client Charge Input
  • Quick Billing Rule Definition
  • Quick Billing
  • Dynamic Form Compile Complete
Scenario 1: Close Charges - Services have a Practitioner & a Co-Practitioner
Specific Setup:
  • Registry Settings:
  • Avatar CWS->Progress Notes->Ambulatory->->->Include Co-Practitioner = Y.
  • Avatar PM->Billing->->->->Enable Co-Practitioner Services From Progress Notes = Y.
  • Avatar PM->Billing->Interim Batch Creation->->-Close Charges By Program And Guarantor Of Batch Only = B.
  • Avatar CWS->Progress Notes->Ambulatory->->->Post Appointment When the Note Is Submitted = Y.
  • Avatar CWS->Progress Notes->Ambulatory->->->Include Draft/Final Prompt contains a value of ‘1’ or ‘2’.
  • Program Maintenance:
  • Program 1: An outpatient program has a value of ‘Yes’ in ‘Create Co-Practitioner Services From Progress Notes’.
  • Program 2: An outpatient program has a value of ‘No’ in ‘Create Co-Practitioner Services From Progress Notes’.
  • Clients:
  • Client 1:
  • The client is enrolled in ‘Program 1’ and has active Diagnosis and Financial Eligibility records.
  • All services are created with a both a practitioner and a co-practitioner:
  • The client has a ‘New Service’ created through the ambulatory progress note.
  • The client has a service created from Client Charge Input.
  • Client 2:
  • The client is enrolled in ‘Program 2’ and has active Diagnosis and Financial Eligibility records.
  • No services are created with a co-practitioner:
  • The client has a ‘New Service’ created through the ambulatory progress note.
  • The client has a service created from Client Charge Input.
  • Client Leger has been used to verify that the services were created and are open.
  • Create Interim Billing Batch File has been used to create a batch that contains only the two clients. Note the batch number.
Steps
  1. Open ‘Close Charges’.
  2. Close the charges by ‘Individual’ for Client 1.
  3. Open ‘Close Charges’.
  4. Close the charges by ‘Interim Batch Cycle’ for the batch noted above.
  5. Open 'Client Ledger' for Client 1.
  6. Verify that the services contain a value of 'Unbill' in 'CLAIM NUMBER'.
  7. Close the report.
  8. Open 'Client Ledger' for Client 2.
  9. Verify that the services contain a value of 'Unbill' in 'CLAIM NUMBER'.
  10. Close the report.
  11. Close the form.
Scenario 2: Quick Billing - Close Charges - Services have a Practitioner & a Co-Practitioner
Specific Setup:
  • Registry Settings:
  • Avatar CWS->Progress Notes->Ambulatory->->->Include Co-Practitioner = Y.
  • Avatar PM->Billing->->->->Enable Co-Practitioner Services From Progress Notes = Y.
  • Avatar PM->Billing->Interim Batch Creation->->-Close Charges By Program And Guarantor Of Batch Only = B.
  • Avatar CWS->Progress Notes->Ambulatory->->->Post Appointment When the Note Is Submitted = Y.
  • Avatar CWS->Progress Notes->Ambulatory->->->Include Draft/Final Prompt contains a value of ‘1’ or ‘2’.
  • Program Maintenance:
  • Program 1: An outpatient program has a value of ‘Yes’ in ‘Create Co-Practitioner Services From Progress Notes’.
  • Program 2: An outpatient program has a value of ‘No’ in ‘Create Co-Practitioner Services From Progress Notes’.
  • Clients:
  • Client 1:
  • The client is enrolled in ‘Program 1’ and has active Diagnosis and Financial Eligibility records.
  • All services are created with a both a practitioner and a co-practitioner:
  • The client has a ‘New Service’ created through the ambulatory progress note.
  • The client has a service created from Client Charge Input.
  • Client 2:
  • The client is enrolled in ‘Program 2’ and has active Diagnosis and Financial Eligibility records.
  • No services are created with a co-practitioner:
  • The client has a ‘New Service’ created through the ambulatory progress note.
  • The client has a service created from Client Charge Input.
  • Client Leger has been used to verify that the services were created and are open.
  • Create Interim Billing Batch File has been used to create a batch that contains only the two clients. Note the batch number.
  • Quick Billing Rule Definition has been used to create a rule that would include the services for both clients.
Steps
  1. Open 'Quick Billing'.
  2. Select 'Add New' in 'Add New Or Edit Existing Quick Billing Batch'.
  3. Enter the 'First Date Of Service To Include'.
  4. Enter the 'Last Date Of Service To Include'.
  5. Select the desired rule in 'Billing Rule To Execute'.
  6. Select desired values that include 'Close Charges' in 'Quick Billing Tasks to Execute'.
  7. Enter the 'Date Of Claim'.
  8. Click [Submit].
  9. Validate that the 'Compile Complete' message is received.
  10. Click [OK].
  11. Validate that the 'Form Return' message is received.
  12. Click desired value.
  13. Skip to step 15 if 'No' was selected.
  14. If 'Yes' was selected, validate the 837 report.
  15. Click 'Edit Existing'.
  16. Set the 'File Filter' to 'All'.
  17. Select the 'File' that was just created.
  18. Click [Print 837 Report].
  19. Review the report for accuracy.
  20. Close the report.
  21. Close the form.
  22. Open 'Client Ledger' for Client 1.
  23. Select desired value in 'Claim/Episode/All Episodes'.
  24. Enter the 'From Date'.
  25. Enter the 'To Date'.
  26. Select 'Simple' in 'Ledger Type'
  27. Click [Process].
  28. Verify that the services contain a value of 'Unbill' in 'CLAIM NUMBER'.
  29. Close the report.
  30. Repeat 'Client Ledger' steps for Client Two.
  31. Close the form.
Re-Print Bill - Co-Practitioner
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CWS)
  • Program Maintenance
  • Practitioner Enrollment
  • Admission (Outpatient)
  • Financial Eligibility
  • Ambulatory Progress Notes
  • Client Charge Input
  • Electronic Billing
  • Guarantors/Payors
  • Practitioner Numbers By Guarantor and Program
  • Re-Print Bill
Scenario 1: Re-Print Bill - Practitoner & Co-Practitoner
Specific Setup:
  • Registry Settings:
  • Avatar CWS->Progress Notes->Ambulatory->->->Include Co-Practitioner = Y.
  • Avatar PM->Billing->->->->Enable Co-Practitioner Services From Progress Notes = Y.
  • Avatar PM->Billing->Interim Batch Creation->->-Close Charges By Program And Guarantor Of Batch Only = B.
  • Avatar CWS->Progress Notes->Ambulatory->->->Post Appointment When the Note Is Submitted = Y.
  • Avatar CWS->Progress Notes->Ambulatory->->->Include Draft/Final Prompt contains a value of ‘1’ or ‘2’.
  • Program Maintenance:
  • Program 1: An outpatient program has a value of ‘Yes’ in ‘Create Co-Practitioner Services From Progress Notes’.
  • Program 2: An outpatient program has a value of ‘No’ in ‘Create Co-Practitioner Services From Progress Notes’.
  • Clients:
  • Client 1: The client is enrolled in ‘Program 1’ and has active Diagnosis and Financial Eligibility records.
  • All services are created with a both a practitioner and a co-practitioner:
  • The client has a ‘New Service’ created through the ambulatory progress note.
  • The client has a service created from Client Charge Input.
  • Client 2: The client is enrolled in ‘Program 2’ and has active Diagnosis and Financial Eligibility records.
  • No services have a co-practitioner:
  • The client has a ‘New Service’ created through the ambulatory progress note.
  • The client has a service created from Client Charge Input.
  • Client Leger has been used to verify that the services were created and are open.
  • Create Interim Billing Batch File has been used to create a batch that contains only the two clients. Note the batch number.
  • Electronic Billing has been used to create claims for the services. Note the date of the claim.
  • Client Ledger is used to note the claim number.
Steps
  1. Open ‘Re-Print Bill’.
  2. Enter the 'Date of Claim'.
  3. Select ‘Individual Client’ in ‘Reprint Claims By’.
  4. Select desired ‘Guarantor’.
  5. Select Client 1 in ‘Client ID’.
  6. Select desired ‘Episode’.
  7. Select desired value in ‘Unpaid Claims Only?’.
  8. Select desired value in ‘Print On What Form’.
  9. Click [Select Claims to Reprint].
  10. Select desired claim in ‘Re-Print Claim(s)’.
  11. Click [OK].
  12. Click [Process].
  13. Validate that the services for the practitioner and the service for the co-practitioner display in the report.
  14. Close the report.
  15. Repeat the above steps for Client 2.
  16. Validate that the services for the practitioner display in the report.
Topics
• Close Charges • NX • Quick Billing • Print Bill
2021 Update 78 Summary | Details
Cal-Oms Annual Update Submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Annual Update
  • SQL Query/Reporting Tool
  • Program Maintenance
  • Admission (Outpatient)
  • Cal-OMS Admission
  • Dynamic Form - Cal-OMS Annual Update
Scenario 1: 'Cal-OMS Annual Update' submission - Validating 'SYSTEM.cal_oms_annual_update' SQL table - Enable LA County Reporting Requirements
Specific Setup:
  • Registry Setting:
  • The 'Enable LA County Reporting Requirements' is set to desired value.
  • The 'Allow Multiple Cal-OMS Admissions Per Avatar Episode' is set to desired value.
  • Program Maintenance:
  • An existing Cal-OMS program is identified to be used for testing or create a new Cal-OMS program. Note the program code/value. Note the program code/value.
  • Admission:
  • A new client is admitted using the program identified above. Note the client id/name.
  • Cal-OMS Admission:
  • The client identified above is admitted to the 'Cal-OMS' admission. Note The client is eligible for Cal-OMS Annual Update filing.
  • Access to the Crystal Reports' or other SQL reporting tool.
Steps
  1. Open 'Cal-OMS Annual Update' form.
  2. Select client for record entry.
  3. Navigate to the 'Employment Data' tab.
  4. Select the "Unemployed Looking For Work" option in the 'Employment Status' field. Note the value.
  5. Verify the value selected successfully.
  6. Navigate to the 'Cal-OMS annual Update' section.
  7. Select value for 'Associated Level of Care' field. Note the value.
  8. Populate all the required fields to process. Note the value.
  9. Navigate to the 'Alcohol and Drug Use Data' section of form.
  10. Populate all the required and optional fields to process.
  11. Navigate to 'Medical/Physical Health Data' section of form.
  12. Select desired value(s) for 'Which of the following medications did you take as part of treatment?' field. Note the value.
  13. Select desired value 'Other medications for SUD treatment(Specify)'. Note the value.
  14. Enter value for 'Other medications for SUD Treatment (Specify)' field. Note the value.
  15. Select value for 'Have you received education about Naloxone use for drug overdose during treatment?' field. Note the value.
  16. Select value for 'Have you used Naloxone for drug overdose reversal for yourself during treatment?' field. Note the value.
  17. Enter value for 'How good is your physical health? (e.g. are you eating and sleeping properly, exercising, taking care of health of dental problems) (from 1 --> Not good at all to 10 --> Very good)' (physical_health_scale)' field. Note the value.
  18. Navigate to 'Mental Illness' section of form.
  19. Enter value for ''How good is your mental health? (e.g., are you feeling better about yourself?) (from 1 --> Not good at all to 10 -->Very good)' (mental_health_scale)' field. Note the value.
  20. Navigate to 'Family/Social Data' section of form.
  21. Select value for 'Were any of your family members/significant others actively involved during your treatment/recovery?' field. Note the value.
  22. Select value for 'Is this participant homeless?' field. Note the value.
  23. Select value 'Homeless' for 'Current Living Arrangements' field. Note the value.
  24. Select value 'Other (Specify)' for 'Current homeless living arrangement?' field. Note the value.
  25. Enter value for 'Specify Other Homeless Living Arrangement' field. Note the value.
  26. Select value for 'Has the client been linked to stable housing during treatment?' field. Note the value.
  27. Enter value for 'If Yes, specify'/'If No, explain' (Stable Housing) field. Note the value.
  28. Enter value for 'How good of a community member are you? (e.g., obeying laws, meeting your responsibilities to society, positive impact on others) (from 1 --> Not good at all to 10 --> Very good)' (community_member_scale)' field.
  29. Complete other required/desired fields in form.
  30. Click [Submit].
  31. Open 'Crystal Reports' or other SQL reporting tool.
  32. Query the SQL table 'SYSTEM.cal_oms_annual update.
  33. Verify the fields listed below are correctly reflect values filed for fields noted above in the 'Cal-OMS Annual Update' form (respectively):
  34. 'drug_alcohol_scale'
  35. 'med_rec_part_treat_code'/'med_rec_part_treat_value'
  36. 'med_rec_part_treat_o'
  37. 'naloxone_edu_code'/'naloxone_edu_value'
  38. 'naloxone_used_code'/'naloxone_used_value'
  39. 'physical_health_scale'
  40. 'mental_health_scale'
  41. 'was_fam_present_code'/'was_fam_present_value'
  42. 'curr_homless_liv_ar_code'/'curr_homless_liv_ar_value'
  43. 'curr_homless_liv_ar_o'
  44. 'linked_stable_housing_code'/'linked_stable_housing_value'
  45. 'linked_stable_housing_y'/'linked_stable_housing_n'
  46. 'community_member_scale'
  47. Close the crystal report.
Scenario 2: Cal-OMS Annual Update Submission - Registry Settings 'Allow Multiple Cal-OMS Admissions Per Avatar Episode' is enabled
Specific Setup:
  • Registry Setting:
  • The 'Allow Multiple Cal-OMS Admissions Per Avatar Episode' is set to "Y".
  • Program Maintenance:
  • An existing Cal-OMS program is identified to be used for testing or create a new Cal-OMS program. Note the program code/value.
  • Admission:
  • One or more client(s) with existing Cal-OMS Admission record(s) and eligible for Cal-OMS Annual Update filing. Note the client id/name.
Steps
  1. Open 'Cal-OMS Annual Update' form.
  2. Select client for record entry.
  3. Navigate to the 'Employment Data' tab.
  4. Select the "Unemployed Looking For Work" option in the 'Employment Status' field.
  5. Verify the value selected successfully.
  6. Navigate to the 'Cal-OMS annual Update' section.
  7. Select value for 'Associated Level of Care' field.
  8. Populate all the required fields to process.
  9. Navigate to the 'Alcohol and Drug Use Data' section of form.
  10. Populate all the required and optional fields to process.
  11. Navigate to 'Medical/Physical Health Data' section of form.
  12. Select desired value(s) for 'Which of the following medications did you take as part of treatment?' field.
  13. Select desired value 'Other medications for SUD treatment(Specify)'.
  14. Enter value for 'Other medications for SUD Treatment (Specify)' field.
  15. Select value for 'Have you received education about Naloxone use for drug overdose during treatment?' field.
  16. Select value for 'Have you used Naloxone for drug overdose reversal for yourself during treatment?' field.
  17. Enter value for 'How good is your physical health? (e.g. are you eating and sleeping properly, exercising, taking care of health of dental problems) (from 1 --> Not good at all to 10 --> Very good)' (physical_health_scale)' field.
  18. Navigate to 'Mental Illness' section of form.
  19. Enter value for ''How good is your mental health? (e.g., are you feeling better about yourself?) (from 1 --> Not good at all to 10 -->Very good)' (mental_health_scale)' field.
  20. Navigate to 'Family/Social Data' section of form.
  21. Select value for 'Were any of your family members/significant others actively involved during your treatment/recovery?' field.
  22. Select value for 'Is this participant homeless?' field.
  23. Select value 'Homeless' for 'Current Living Arrangements' field.
  24. Select value 'Other (Specify)' for 'Current homeless living arrangement?' field.
  25. Enter value for 'Specify Other Homeless Living Arrangement' field.
  26. Select value for 'Has the client been linked to stable housing during treatment?' field.
  27. Enter value for 'If Yes, specify'/'If No, explain' (Stable Housing) field.
  28. Enter value for ''How good of a community member are you? (e.g., obeying laws, meeting your responsibilities to society, positive impact on others) (from 1 --> Not good at all to 10 --> Very good)' (community_member_scale)' field.
  29. Complete other required/desired fields in form.
  30. Click [Submit].
Topics
• Cal-Oms Admission • NX
2021 Update 81 Summary | Details
Partnership Assessment - the 'Enable MHSA Assessment Fields' registry setting is set to "Y"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic form- Social Security Number
  • Admission (Outpatient)
  • Partnership Assessment Form
  • Key Event Tracking Form
  • MHSA XML Submission
  • Practitioner Enrollment
  • Program Maintenance
  • Crystal Report Viewer
Scenario 1: Partnership Assessment Form - Validating form submission for the client with the 'Highest Level of Education Completed' > 10th Grade
Specific Setup:
  • Registry Setting:
  • Set the 'Enable MHSA Assessment Fields' is set to "Y".
  • Practitioner Enrollment:
  • An existing staff member is identified. Note the practitioner id/ Name.
  • The "Partnership Service Coordinator ID (MHSA)" field needs to be populated.
  • Program Maintenance:
  • An existing program is identified or a new program is created for testing and the following field is populated. Note the program code/name.
  • Full Service Partnership Program ID (MHSA)
  • Admission:
  • New client is admitted in the program identified above. Note the client id / Name.
Steps
  1. Open the 'Partnership Assessment Form' form.
  2. Select the client identified in the setup section.
  3. Verify the 'Highest Level of Education Completed' field in the 'Education' section allows selection of "12th Grade".
  4. Complete all the fields as needed in all the section.
  5. Set the "Assessment Status" on the "Partnership Information" section to "Final"
  6. Click [Submit].
  7. Verify the form submitted successfully.
  8. Open the 'Key Event Tracking' form.
  9. Verify the 'Level of education completed' field on the 'Education' section allows selection of "12th Grade".
  10. Complete all the fields as needed in all the section.
  11. Set the "Assessment Status" on the "Partnership Information" section to "Final"
  12. Click [Submit].
  13. Open the 'MHSA XML Submissions' form.
  14. Compile the file.
  15. Verify the file compiles successfully.
Scenario 2: Partnership Assessment Form - Highest Level of Education Completed = 10th Grade
Specific Setup:
  • Registry Setting:
  • Set the 'Enable MHSA Assessment Fields' is set to "Y".
  • Practitioner Enrollment:
  • An existing staff member is identified. Note the practitioner id/ Name.
  • The "Partnership Service Coordinator ID (MHSA)" field needs to be populated.
  • Program Maintenance:
  • An existing program is identified or a new program is created for testing and the following field is populated. Note the program code/name.
  • Full Service Partnership Program ID (MHSA)
  • Admission:
  • New client is admitted in the program identified above. Note the client id / Name.
Steps
  1. Open the 'Partnership Assessment Form' form.
  2. Select the client identified in the setup section.
  3. Verify the 'Highest Level of Education Completed' field in the 'Education' section allows selection of "10th Grade".
  4. Complete all the fields as needed in all the section.
  5. Set the "Assessment Status" on the "Partnership Information" section to "Final"
  6. Click [Submit].
  7. Verify the form submitted successfully.
  8. Open the 'Key Event Tracking' form.
  9. Verify the 'Level of education completed' field on the 'Education' section allows selection of "10th Grade".
  10. Complete all the fields as needed in all the section.
  11. Set the "Assessment Status" on the "Partnership Information" section to "Final"
  12. Click [Submit].
  13. Open the 'MHSA XML Submissions' form.
  14. Compile the file.
  15. Verify the file compiles successfully.
Registry Setting - Exclude Services If No Treatment Plan
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Electronic Billing
  • Crystal Report Viewer
  • Guarantors/Payors
  • Program Maintenance
  • Admission (Outpatient)
  • Financial Eligibility
  • Client Charge Input
  • Treatment Plan
Scenario 1: Registry Setting - Exclude Services If No Treatment Plan = Y
Specific Setup:
  • Registry Setting:
  • The 'Exclude Services If No Treatment Plan' registry setting is set to 'Y'.
  • Guarantors/Payors:
  • An existing guarantor is identified to be assigned to the client in financial eligibility. Note the guarantor name / id.
  • The 'Exclude Service From Bill If No Final Treatment Plan In Effect For Service Date In Question' field is set to 'Yes' for the guarantor assigned to the client.
  • Client:
  • A new client is admitted in desired program. Note the client id / name.
  • The guarantor identified above is assigned to the client as the primary guarantor.
  • Note: There is no finalized treatment for the client.
  • A diagnosis record is created for the client.
  • Service Codes:
  • Desired service code is identified that can be billed . Note the service code.
  • Service Fee/Cross reference maintenance:
  • Make sure the fee definition is created for the service code and CPT/revenue Code is assigned to the service fee definition.
  • Client Charge Input:
  • Two services are rendered to the client that can be billed in 'Electronic Billing' using an existing service code identified above. Make sure there is at least one service that's on the admission date and another that's after the admission date. Note the first and last date of the service.
  • Close the charges.
  • An interim billing batch is created to cover the client, service and the guarantor identified above. Note the batch number. Note the interim billing batch number.
Steps
  1. Open 'Electronic Billing'.
  2. Create bill for the services, without claiming them.
  3. Verify the bill does not compile successfully.
  4. Run the report.
  5. Verify the error message for the service: 'No Final Treatment Plan In Effect For Service: [Service Code Description - Service date : [Date Of Service]]'.
  6. Close the report.
  7. Close the form.
  8. Open the 'Treatment Plan' form.
  9. Create a final treatment plan for the client before the first service date.
  10. Submit the form.
  11. Open an 'Electronic Billing' form.
  12. Create bill for the services, without claiming them.
  13. Verify the bill compiles successfully.
  14. Review the dump file.
  15. Verify the dump file displays data correctly for the client, guarantor and service included in the interim batch created in the setup section.
  16. Close the report.
  17. Close the form.
Scenario 2: Registry Setting - Exclude Services If No Treatment Plan = N
Specific Setup:
  • Registry Setting:
  • The 'Exclude Services If No Treatment Plan' registry setting is set to 'N'.
  • Guarantors/Payors:
  • An existing guarantor is identified to be assigned to the client in financial eligibility. Note the guarantor name / id.
  • The 'Exclude Service From Bill If No Final Treatment Plan In Effect For Service Date In Question' field is set to 'Yes' for the guarantor assigned to the client.
  • Client:
  • A new client is admitted in desired program. Note the client id / name.
  • The guarantor identified above is assigned to the client as the primary guarantor.
  • Note: There is no finalized treatment for the client.
  • A diagnosis record is created for the client.
  • Service Codes:
  • Desired service code is identified that can be billed . Note the service code.
  • Service Fee/Cross reference maintenance:
  • Make sure the fee definition is created for the service code and CPT/revenue Code is assigned to the service fee definition.
  • Client Charge Input:
  • Two services are rendered to the client that can be billed in 'Electronic Billing' using an existing service code identified above. Make sure there is at least one service that's on the admission date and another that's after the admission date. Note the first and last date of the service.
  • Close the charges.
  • An interim billing batch is created to cover the client, service and the guarantor identified above. Note the batch number. Note the interim billing batch number.
Steps
  1. Open 'Electronic Billing'.
  2. Create bill for the services, without claiming them.
  3. Verify the bill compiles successfully.
  4. Review the dump file.
  5. Verify the dump file displays data correctly for the client, guarantor and service included in the interim batch created in the setup section.
  6. Close the form.
Site Specific Section Modeling - Validating 'Prompt Definition' Section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Specific Section Modeling (PM)
  • Dynamic Form - Site Specific Section Modeling (CWS)
Scenario 1: Site Specific Section Modeling - "PATIENT40000 (Disclosure Management) Request" Accessing the 'Assigned to' field
Steps
  1. Open the 'Site Specific Section Modeling' form and select the "PATIENT40000 (Disclosure Management) Request" from the list.
  2. Select the 'Prompt Definition' section.
  3. Double click on the field labeled as 'Assigned To'.
  4. Verify that all the information of the field is populated correctly.
  5. Submit the form.
  6. Verify the form will submit successfully.
Client Merge - Merging outpatient episodes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Site Specific Section Modeling (CWS)
  • Site Specific Section Modeling (PM)
  • Dynamic Form - Mobile Connect Impact Warning
  • Dynamic form- Social Security Number
  • Admission (Outpatient)
  • Financial Eligibility
  • Client Charge Input
  • app-dynamicform-client-merge
  • SQL Query/Reporting
Scenario 1: Client Merge - Merging two outpatient episodes - site specific fields populated as part of the service.
Specific Setup:
  • Admission (Outpatient):
  • Two clients are admitted into different outpatient programs.
  • Client Charge Input:
  • A service is rendered to source client that has one or more site specific fields populated as part of the service.
  • Crystal Report or any other SQL data viewer:
  • The SYSTEM.site_specific_tx_history table contains an entry for that service.
Steps
  1. Open the "Client Merge" form.
  2. Enter the source client id in the 'Source Client ID' field
  3. Select the episode from the 'Source Client Episode' dropdown field.
  4. Enter the target client id in the 'Target Client ID' field.
  5. Click [File].
  6. Verify the message 'The Following New Episode Has Been Created For The Target Client Indicated' is displayed along with the new episode number.
  7. Open the 'Crystal' report or any other SQL Data Viewer.
  8. Query the SYSTEM.site_specific_tx_history table and make sure there is an entry for that service.
  9. Verify the 'Episode Number' field is updated with the new episode number.
Scenario 2: Cal-PM -Client Merge (InPatient and Outpatient)
Specific Setup:
  • At least two clients must be admitted to active episodes. One client is admitted in the inpatient program and the other client is admitted in the outpatient program. Note the client id/names.
Steps
  1. Access the 'Client Merge' form.
  2. Set the 'Source Client' field to the inpatient client admitted in the setup section.
  3. Select "Episode # 1" from the 'Source Client Episode' field.
  4. Set the 'Target Client' field to the outpatient client admitted in the setup section.
  5. Validate the 'Create New Episode On Merge' field is equal to "Yes".
  6. Click [File].
  7. Validate a 'Do you wish to continue with the indicated action?' message is displayed.
  8. Click [Yes].
  9. Validate a message stating 'The following new episode has been created for the target client indicated. Episode 2' is displayed.
  10. Click [OK].
  11. Click [Close Form].
Topics
• Partnership Assessment Form • Key Event Tracking • NX • Registry Settings • 837 Professional • Site Specific Section Modeling