Skip to main content

Avatar Cal-PM 2022 Monthly Release 2022.02.00 Acceptance Tests

  1. Last updated
  2. Save as PDF
Update 7 Summary | Details
Quick Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Guarantors/Payors
  • Registry Settings (PM)
  • User Definition
  • Practitioner Numbers By Guarantor and Program
  • Quick Billing Rule Definition
  • Dynamic Form - Admission - Client
  • Admission (Outpatient)
  • Client Charge Input
  • Quick Billing
  • Client Charge Input With Diagnosis Entry
  • Client Ledger
Scenario 1: 'Quick Billing' - Verification of workscreen row deletion
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable New Quick Billing Format' must be enabled
  • One or more Quick Billing batch(es) must be present for edit via 'Quick Billing' form workscreen
Steps
  1. Open 'Quick Billing' form.
  2. In the 'Add New Or Edit Existing Quick Billing Batch' field, select 'Edit Existing'
  3. In the 'File' drop-down selection field, select existing Quick Billing batch for edit.
  4. Click the 'Launch Workscreen' button.
  5. In 'Quick Billing' form workscreen, select one or more rows for deletion, and click 'Delete Row' button.
  6. Ensure that 'Confirm Delete' dialog is presented; click 'Yes' button to confirm workscreen row deletion.
  7. Repeat row selection and 'Delete Row' action for any further rows as desired in the 'Quick Billing' form workscreen.
  8. When edits/deletions are complete, click the 'Save' button to save workscreen data for selected Quick Billing batch.
  9. Ensure that 'Exit Grid' dialog is presented, noting 'Save Successful'.
  10. In 'Quick Billing' form, select same batch for edit and click 'Launch Workscreen' button.
  11. Ensure that any row(s) previously deleted from Quick Billing batch are not present in workscreen grid on re-entry of workscreen for same batch (evidence of correct prior deletion).
  12. Ensure that any row(s) previously deleted from Quick Billing batch are not re-added to same batch on re-run/submission of 'Quick Billing' form for existing batch.
  13. Ensure that in case where all rows are deleted from Quick Billing batch, the Quick Billing/Interim Billing batch is deleted from system on saving of workscreen data/submission of 'Quick Billing' form.
Scenario 2: Cal-PM - Quick Billing Rule Definition - HCFA-1500/837-P Billing Options
Specific Setup:
  • Client:
  • Is admitted to an outpatient program. Note the program.
  • Has an active ‘Financial Eligibility’ record. Note the ‘Guarantor’ and ‘Financial Class’ for the guarantor.
  • Has an active ‘Diagnosis’ record. Note the diagnosis code.
  • Two charges, in the same month, have been entered in ‘Client Charge Input’. Note the last service date.
  • Two charges, in the same month as above, have been entered in ‘Client Charge Input With Diagnosis Entry. Enter a code in ‘Diagnosis 1’ that is not the same diagnosis code as in the ‘Diagnosis’ record. The last date of service is before the last date of service entered in ‘Client Charge Input’.
  • Use ‘Close Charges’ to close the charges.
  • The 'Guarantor/Program Billing Defaults' template for the guarantor and program combination has a value of '1' in '837 Professional', 'Maximum Service Information Per Claim Information (Maximum LX Per CLM)'.
  • Form Designer' has been used to revert the 'Quick Billing Rule Definition' section of the 'Quick Billing Rule Definition' form to 'Netsmart Produced Changes'.
  • A ‘Quick Billing Rule Definition’ for the guarantor and program combination has the following:
  • Billing Form = 837 Professional.
  • HCFA-1500/837-P Billing Options = 'Include Services With and Without Diagnosis Entry'.
  • Send Generated Bill To = File.
  • File Description = 837Ptest.
  • File Location = a local directory, noting the value. This is where the 837 Professional will be created.
Steps
  1. Open 'Quick Billing'.
  2. Create the bill for the services created above.
  3. Navigate to the local directory and open the file with '837Ptest' in the name with the current date.
  4. Validate that four services are output for the Client.
  5. Validate that for the two services created in 'Client Charge Input', that the 'HI*ABK' segment is present and includes the diagnosis code from the 'Diagnosis' record.
  6. Validate that for the two services created in 'Client Charge Input With Diagnosis Entry', that the 'HI*ABK' segment is present and includes the diagnosis code entered in 'Client Charge Input With Diagnosis Entry'.
  7. Close the report.
  8. Close the form.
Topics
• Quick Billing
Update 23 Summary | Details
Avatar NX - 'Alerts' quick action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Alerts (PM)
  • Quick Actions Page
Scenario 1: 'Alert Types' - validate data populates in 'Client Alerts' and the 'Alerts' quick action
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Alerts' quick action must be set up on a user's view.
  • User must select a form to access (Form A).
Steps
  1. Access the 'Alert Types' form.
  2. Enter any value in the 'Alert Type ID' field.
  3. Enter any value in the 'Description' field.
  4. Enter any value in the 'Message' field.
  5. Select "Error" in the 'Type of Alert' field.
  6. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  7. Select "No" in the 'Community Alert' field.
  8. Select "Form A" in the 'Applicable Forms' field.
  9. Click [Submit].
  10. Access the 'Client Alerts' form.
  11. Select "Client A".
  12. Select the value entered in the previous steps in the 'Type of Alert' field.
  13. Validate the form populates.
  14. Validate the 'Start Date' and 'End Date' fields contain the current date.
  15. Click [End Date Y].
  16. Validate the 'Error' dialog stating: "Please choose an end date on or after the start date."
  17. Click [OK].
  18. Validate the 'End Date' field contains the current date.
  19. Click [Discard] and [Yes].
  20. Select "Client A" and navigate to the 'Alerts' quick action.
  21. Click [Add].
  22. Select the value entered in the previous steps in the 'Type of Alert' field.
  23. Validate the form populates.
  24. Select "All Episodes" in the 'Episode(s)' field.
  25. Validate the 'Start Date' and 'End Date' fields contain the current date.
  26. Click [Save] and [Close].
  27. Access "Form A".
  28. Validate the 'Client Alert' dialog containing the message entered in the previous steps.
  29. Click [OK]
  30. Validate the 'Error' dialog stating: "Canceled!"
  31. Click [OK]
  32. Validate the form closes and the user is returned to the myDay view.
Scenario 2: Validate the 'Quick Vitals' quick action
Specific Setup:
  • A client must be enrolled in an existing episode (Client A)
  • 'Quick Vitals' Quick Action must be assigned to the user in the 'NX View Definition' form.
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Navigate to the 'Quick Vitals' quick action.
  3. Click [Quick Vitals - Add].
  4. Populate the desired fields and click [Save].
  5. Click [Quick Vitals - Add].
  6. Populate the desired fields and click [Save].
  7. Click [Quick Vitals - Add].
  8. Populate the desired fields and click [Save].
  9. Click [Close].
  10. Access the 'Vitals Entry' form.
  11. Select the 'Vitals Report' field.
  12. Click [Start Date Y].
  13. Click [Start Date T].
  14. Enter any value in the 'Start Time' field.
  15. Enter any value in the 'End Time' field.
  16. Select "All" in the 'Vital Sign(s) for Report' field.
  17. Click [View Report].
  18. Validate the report contains the entries filed in the previous steps.
  19. Click [Close Report].
  20. Close the form.
Scenario 3: Cal-PM - Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • The 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Navigate to the 'Quick Actions' widget.
  3. Click [Emergency Contact - Add].
  4. Click outside of the 'Emergency Contact' dialog.
  5. Validate the dialog is fixed and centered in the screen.
  6. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  7. Validate the space is automatically removed after the comma.
  8. Fill out any required any desired fields.
  9. Click [Save].
  10. Click [Smoking Assessment - Add].
  11. Click outside of the 'Smoking Assessment' dialog.
  12. Validate the dialog is fixed and centered in the screen.
  13. Populate the required fields.
  14. Click [Save].
  15. Click [Problems List - Add].
  16. Click outside of the 'Problems List' dialog.
  17. Validate the dialog is fixed and centered in the screen.
  18. Enter "Anxiety" in the 'Problem' field.
  19. Enter any value in the 'Status' field.
  20. Click [Save].
  21. Click [Alerts - Add].
  22. Select "Warning (Custom)" in the 'Type of Alert' field.
  23. Select "All Episodes" in the 'Episode(s)' field.
  24. Enter any value with a special character in the 'Custom Message' field.
  25. Validate an error message and click [OK].
  26. Enter any value in the 'Custom Message' field.
  27. Select "No" in the 'Disabled' field.
  28. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  29. Validate the 'Start Date' and 'End Date' field populate with the current date.
  30. Click [End Date Y].
  31. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
  32. Validate the 'End Date' field contains the current date.
  33. Enter any future value in the 'End Date' field.
  34. Select any form in the 'Applicable Forms' field (Form A).
  35. Validate the 'Applicable Forms' are listed alphabetically.
  36. Click [Save].
  37. Close the 'Client Dashboard'.
  38. Access 'Form A'.
  39. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  40. Click [OK].
  41. Close the form.
Avatar NX - 'Emergency Contact' quick action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick Actions Page
Scenario 1: Validate the 'Quick Vitals' quick action
Specific Setup:
  • A client must be enrolled in an existing episode (Client A)
  • 'Quick Vitals' Quick Action must be assigned to the user in the 'NX View Definition' form.
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Navigate to the 'Quick Vitals' quick action.
  3. Click [Quick Vitals - Add].
  4. Populate the desired fields and click [Save].
  5. Click [Quick Vitals - Add].
  6. Populate the desired fields and click [Save].
  7. Click [Quick Vitals - Add].
  8. Populate the desired fields and click [Save].
  9. Click [Close].
  10. Access the 'Vitals Entry' form.
  11. Select the 'Vitals Report' field.
  12. Click [Start Date Y].
  13. Click [Start Date T].
  14. Enter any value in the 'Start Time' field.
  15. Enter any value in the 'End Time' field.
  16. Select "All" in the 'Vital Sign(s) for Report' field.
  17. Click [View Report].
  18. Validate the report contains the entries filed in the previous steps.
  19. Click [Close Report].
  20. Close the form.
Scenario 2: Cal-PM - Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • The 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Navigate to the 'Quick Actions' widget.
  3. Click [Emergency Contact - Add].
  4. Click outside of the 'Emergency Contact' dialog.
  5. Validate the dialog is fixed and centered in the screen.
  6. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  7. Validate the space is automatically removed after the comma.
  8. Fill out any required any desired fields.
  9. Click [Save].
  10. Click [Smoking Assessment - Add].
  11. Click outside of the 'Smoking Assessment' dialog.
  12. Validate the dialog is fixed and centered in the screen.
  13. Populate the required fields.
  14. Click [Save].
  15. Click [Problems List - Add].
  16. Click outside of the 'Problems List' dialog.
  17. Validate the dialog is fixed and centered in the screen.
  18. Enter "Anxiety" in the 'Problem' field.
  19. Enter any value in the 'Status' field.
  20. Click [Save].
  21. Click [Alerts - Add].
  22. Select "Warning (Custom)" in the 'Type of Alert' field.
  23. Select "All Episodes" in the 'Episode(s)' field.
  24. Enter any value with a special character in the 'Custom Message' field.
  25. Validate an error message and click [OK].
  26. Enter any value in the 'Custom Message' field.
  27. Select "No" in the 'Disabled' field.
  28. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  29. Validate the 'Start Date' and 'End Date' field populate with the current date.
  30. Click [End Date Y].
  31. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
  32. Validate the 'End Date' field contains the current date.
  33. Enter any future value in the 'End Date' field.
  34. Select any form in the 'Applicable Forms' field (Form A).
  35. Validate the 'Applicable Forms' are listed alphabetically.
  36. Click [Save].
  37. Close the 'Client Dashboard'.
  38. Access 'Form A'.
  39. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  40. Click [OK].
  41. Close the form.
Topics
• Client Alerts • myAvatar/myAvatar NX • NX • Quick Actions • Alert Types • Emergency Contact Information
Update 35 Summary | Details
Avatar CalPM enhanced to display messaging for 'staff only' appointments.
Scenario 1: Scheduling Calendar - Staff Only appointments: validate 'Details/Edit' can only be edited by one user at a time.
Specific Setup:
  • For Avatar PM facilities: Avatar PM 2022 Update 66 is required to resolve this issue.
  • For Avatar Cal-PM facilities: Avatar Cal-PM Update 35 is required to resolve this issue.
  • Two users (User 1 and User 2) have permissions to view other practitioner's schedules in the "Scheduling Calendar".
  • A 'Staff Only' appointment has been added to one of the practitioner's schedule.
  • Both users are logged in.
Steps
  1. Both users should have the 'Scheduling Calendar' opened.
  2. User 1: right click on the 'Staff Only' appointment.
  3. Select 'Details/Edit'. Do not change anything, and leave the form open.
  4. User 2: right click on the same 'Staff Only' appointment.
  5. Select 'Details/Edit'.
  6. User 2 will see a message: 'The appointment is currently locked by: User 1. Editing is unavailable at this time.'
  7. Click [OK] to exit the message.
  8. User 1: exit the form.
  9. User 2: right click on the same 'Staff Only' appointment.
  10. Select 'Details/Edit'. The form will open for User 2.
Topics
• Scheduling Calendar • NX
Update 39 Summary | Details
The 'Add To Problem List' field can be set to default to 'Yes'.
Scenario 1: Diagnosis - Validate Registry Setting "Default 'Add To Problem List'"
Specific Setup:
  • Avatar 2022 CWS Update 69 is required for full functionality.
  • Avatar 2022 CareFabric Update 54 is required for full functionality.
Steps
  1. Open 'Registry Settings' form.
  2. Set 'Limit Registry Settings to the Following Search Criteria' to 'add to problem list'.
  3. Click [View Registry Settings].
  4. Verify 'Registry Setting' contains 'Avatar PM->Client Information->Diagnosis->->->Default 'Add To Problem List' to "Yes" on New Diagnosis'
  5. Confirm the 'Registry Setting Value' is defaulted to 'Y'. Selecting 'Y' defaults the value for the field 'Add To Problem List' to "Yes" when adding new diagnosis record.
  6. Click [Submit].
  7. Open the 'Diagnosis' form for a test client (Client A).
  8. Set the 'Type Of Diagnosis' to any value.
  9. Set the 'Date Of Diagnosis' to the current date.
  10. Set the 'Time Of Diagnosis' to the current time.
  11. Click [New Row].
  12. Verify the 'Add To Problem List' field is defaulted to 'Yes'.
  13. Click the 'Problem Classification' field.
  14. Verify the values for 'Problem Classification' are displayed. Note that this field can be made required by setting 'Registry Setting' 'Avatar CWS->Problem List->->->->Problem Classification Required' to 'R'. Please see the description in the Registry Setting for more information.
  15. Complete the fields as needed and file the diagnosis.
  16. Return to the 'Registry Settings' form and select "Default 'Add To Problem List'".
  17. Change the setting to 'N'.
  18. Return to the 'Diagnosis' form.
  19. Set the 'Type Of Diagnosis' to any value.
  20. Set the 'Date Of Diagnosis' to the current date.
  21. Set the 'Time Of Diagnosis' to the current time.
  22. Click [New Row].
  23. Verify the 'Add To Problem List' field is not defaulted.
  24. Verify the Click the 'Problem Classification' field is disabled.
  25. Exit the form.
The 'Estimated Onset Date' in the 'Diagnosis' form will update in the diagnosis grid.
Scenario 1: Diagnosis - Validate modifications to 'Estimated Onset Date'.
Specific Setup:
  • One or more diagnoses have been entered in the 'Diagnosis' form for test Client A. The entry includes the 'Estimated Onset Date'.
  • Avatar 2022 CWS Update 69 is required for full functionality.
  • Avatar 2022 CareFabric Update 54 is required for full functionality.
  • Avatar Cal-PM Update 39 is required for full functionality.
Steps
  1. Open 'Diagnosis' form for a test client (Client A).
  2. Select an existing diagnosis record.
  3. Modify the 'Estimated Onset Date' field to any other date.
  4. Click [Submit].
  5. Click 'Yes' on the message 'Do you want to return to Pre-Display?'
  6. Select the modified record from the pre-display.
  7. Verify the modified 'Estimated Onset Date' is populated with the modified date.
  8. Click [Close Form].
Topics
• Registry Settings • Diagnosis • Problem List