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Avatar Cal-PM 2022 Monthly Release 2022.02.02 Acceptance Tests

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Update 20 Summary | Details
'Add First Ever Diagnosis Check' Registry Setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Table Definition (CWS)
  • Form Definition (CWS)
Scenario 1: 'Diagnosis' Web Service - Verification of 'Diagnosis' Record Filing
Specific Setup:
  • A valid ICD-9 code, ICD-9 description, ICD-10 code, ICD-10 description, SNOMED code, SNOMED description and IMO code are identified for web service request
  • Client/episode eligible for 'Diagnosis' entry in Avatar Cal-PM
  • Application utilizing the Avatar Cal-PM 'Diagnosis' web service
Steps
  1. Using Avatar Cal-PM 'Diagnosis' web service, submit request to 'AddClientDiagnosis' or 'EditClientDiagnosis' method to create or update Avatar PM 'Diagnosis' record, including value for 'FirstEverDx' field/segment (within the 'DiagnosisEntryObject' portion of web service request).
  2. Confirm 'Diagnosis' web service responds with confirmation data/ID on successful filing of 'AddClientDiagnosis'/'EditClientDiagnosis' method.
  3. Example:"<Confirmation>Unique ID: 397</Confirmation>"
  4. Confirm 'Diagnosis' web service responds with confirmation message on successful filing of 'AddClientDiagnosis'/'EditClientDiagnosis' method.
  5. Example:" <Message>Client Diagnosis web service has been filed successfully.</Message>"
  6. Confirm 'Diagnosis' web service responds with successful status value on successful filing of 'AddClientDiagnosis'/'EditClientDiagnosis' method.
  7. Example:" <Status>1</Status>"
  8. Open Avatar Cal-PM 'Diagnosis' form and select client/episode and Diagnosis record filed via web service for view/update.
  9. Confirm 'Diagnosis' record is created/updated in Avatar PM, with values/data submitted via web service including 'Is this the first ever diagnosis?' field value for Diagnosis entry/row.
Scenario 2: 'Diagnosis' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Add First Ever Diagnosis Check' may be set to '0', '1' or '2'
  • Client/episode eligible for 'Diagnosis' entry in Avatar Cal-PM
Steps
  1. Open Avatar Cal-PM 'Diagnosis' form.
  2. Select client/episode for 'Diagnosis' record entry/edit.
  3. Click 'Add' button in 'Diagnosis' form pre-display to enter new record (or select existing row and click 'Edit' button).
  4. Enter/select values for 'Type Of Diagnosis', 'Date Of Diagnosis' and 'Time Of Diagnosis' fields.
  5. Click 'New Row' to input new Diagnosis entry row (or select existing Diagnosis entry row for view/edit).
  6. In 'Diagnosis Search' field, enter 'B20' (or any search term including 'AIDS'/'HIV' diagnosis text).
  7. Select Diagnosis Code value where 'ICD-10' code value is 'B20'
  8. Ensure that 'Is this the first ever diagnosis?' field is displayed/required according to the following logic where 'B20' ICD-10 Diagnosis Code is selected for Diagnosis entry row:
  9. Where Registry Setting 'Add First Ever Diagnosis Check' is set to '1' (default value), ensure that 'Is this the first ever diagnosis?' field is visible in form and required.
  10. Where Registry Setting 'Add First Ever Diagnosis Check' is set to '2', ensure that 'Is this the first ever diagnosis?' field is visible in form but not required.
  11. Where Registry Setting 'Add First Ever Diagnosis Check' is set to '0', ensure that 'Is this the first ever diagnosis?' field is not displayed/not visible in form (and not required).
  12. If any value other than 'B20' ICD-10 Diagnosis Code is selected for Diagnosis entry row, ensure that 'Is this the first ever diagnosis?' field is not displayed/not visible in form (and not required).
  13. Enter/select values for all other 'Diagnosis' form fields as required/desired.
  14. Click 'Submit' button to file 'Diagnosis' form/record.
Scenario 3: Avatar Modeled Forms - Verification of 'First Ever Diagnosis' Field Requirements
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Add First Ever Diagnosis Check' may be set to '0', '1' or '2'
  • Avatar Cal-PM/MSO/CWS Modeled form including a 'Diagnosis' section and with the following fields added via 'Table Definition'/'Form Definition' options:
  • Diagnosis fields mapped from the product Diagnosis form (with 'Table Alias' entry for 'Diagnosis History (ICD-10)' Alias Table)
  • Up to 5 'Is this the first ever diagnosis?' columns (with columns mapped to 'Is this the first ever diagnosis?' Alias Table Column)
  • Client/episode eligible for Modeled Form record/'Diagnosis' record entry in Avatar Cal-PM
Steps
  1. Open Avatar Cal-PM/MSO/CWS Modeled Form.
  2. Select client/episode for Modeled Form record entry/edit.
  3. In 'Diagnosis Search' field, enter 'B20' (or any search term including 'AIDS'/'HIV' diagnosis text).
  4. Select Diagnosis Code value where 'ICD-10' code value is 'B20'
  5. Ensure that 'Is this the first ever diagnosis?' Alias field is displayed/required according to the following logic where 'B20' ICD-10 Diagnosis Code is selected for Diagnosis Alias field(s):
  6. Where Registry Setting 'Add First Ever Diagnosis Check' is set to '1' (default value), ensure that 'Is this the first ever diagnosis?' Alias field is required to file form (or finalize record).
  7. Where Registry Setting 'Add First Ever Diagnosis Check' is set to '2', ensure that 'Is this the first ever diagnosis?' Alias field is not required to file form (or finalize record).
  8. Where Registry Setting 'Add First Ever Diagnosis Check' is set to '0', ensure that 'Is this the first ever diagnosis?' Alias field is not required to file form (or finalize record).
  9. If any value other than 'B20' ICD-10 Diagnosis Code is selected for Diagnosis Alias field(s), ensure that 'Is this the first ever diagnosis?' Alias field is not required to file form (or finalize record).
  10. Enter/select values for all other Modeled Form fields as required/desired.
  11. Click 'Submit' button to file Modeled Form/record.
Scenario 4: Avatar Cal-PM Registry Settings - Verification of 'Add First Ever Diagnosis Check' Registry Setting
Steps
  1. Open 'Registry Settings' form.
  2. Enter search value 'Add First Ever Diagnosis Check'.
  3. Select 'Yes' for 'Include Hidden Registry Settings' field.
  4. Click 'View Registry Settings' button.
  5. Ensure Registry Setting 'Add First Ever Diagnosis Check' is returned (under 'Avatar PM -> Client Information -> Diagnosis' path).
  6. Ensure Registry Setting 'Add First Ever Diagnosis Check' is set to '1' by default on update installation.
  7. Ensure 'Registry Setting Details' field contains the following explanation text:

"Selecting '1' will make field 'Is this the first ever diagnosis?' visible and required on an add/edit of an HIV related diagnosis in the 'Diagnosis' form.

Selecting '2' will make the field visible but not required on an add/edit.

If valued as '0' then the field will remain hidden.

This field was added to the system to support UDS reporting.


The available choices are as follows:

0 = Hide

1 = Make visible and required

2 = Make visible but not required


The default value is '1' if this setting is left blank"
Topics
• Diagnosis • Modeling • NX • Registry Settings • Web Services
Update 24 Summary | Details
Spreadsheet Edit Service Information - saving data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Spreadsheet Edit Service Information
Scenario 1: Validate 'Management Portal', 'License Usage' when submitting 'Spreadsheet Edit Service Information' form
Specific Setup:
  • Tester can access the cache Management Portal and has opened 'Usage by Process' in 'License Usage'. This will display the current processes.
  • Registry setting "RADplus->Database Management->Episode Predisplay->Sort Episodes by Admission Date".
  • Services:
  • Create new services or select existing services for distinct clients on the same date where there are 27 or more clients.
Steps
  1. Open the "Spreadsheet Edit Service Information" form.
  2. Select ‘All’ in ‘Individual Or All Programs’.
  3. Select ‘All’ in ‘All - Individual Or All Clients’.
  4. Select ‘No’ in ‘Only Show Services That Require A Diagnosis Or Are Primary Medical Program Services’.
  5. Select desired values in ‘Only Load Services With This Status’.
  6. Enter the service date in ‘Begin Date of Service’ and ‘End Date of Service’.
  7. Click [Edit Service Information].
  8. Edit at least one column for every row in the grid.
  9. Click [Save] and review the 'Usage by Process' in the Management Portal.
  10. Note that the 'Usage by Process' does not create a new process for each row in the spreadsheet.
  11. Click [Save].
  12. Click [Yes].
  13. Click [OK].
  14. Close the form.
Topics
• Edit Service Information
Update 25 Summary | Details
Site Specific Section Modeling - Practitioner Enrollment
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 - staff auto assign
  • Practitioner Enrollment
Scenario 1: Practitioner Enrollment - Validating required site specific field - Adding a new practitioner
Specific Setup:
  • Site Specific Section Modeling:
  • The Site Specific Enrollment section on the Practitioner Enrollment form is enabled via the 'Site Specific Section Modeling' form.
  • At least one required and one optional field are added on the Site Specific section screen. Note the names of the field.
Steps
  1. Open the 'Practitioner Enrollment' form.
  2. Set the 'Select Staff' field to desired value.
  3. Click [New Staff].
  4. Validate the Staff dialog contains "Auto Assign Next ID Number?".
  5. Click [Yes].
  6. Set the 'Name' field to desired name.
  7. Select desired value in the 'Sex' field.
  8. Set the 'Date Of Birth' field to desired date.
  9. Set the 'Registration Date' field to desired date.
  10. Set the 'Office Address - Street field to desired value.
  11. Set the 'Office Address - Zip Code' field to desired value.
  12. Validate the 'Office Address - City' field auto populated.
  13. Set the 'Office Telephone (1)' field to desired value.
  14. Click the 'Categories/Taxonomy' item.
  15. Select "Create New" from the Category/Taxonomy dropdown list.
  16. Set the Effective Date field to the same date as 'Registration Date'.
  17. Select desired value from the 'Practitioner Category' dropdown list.
  18. Select desired value from the 'Discipline' dropdown list.
  19. Select desired value from the 'Practitioner Category For Coverage' checklist.
  20. Click [Add Practitioner Categories].
  21. Validate the 'Confirm Saved' message contains 'Please note: The changes will take effect when you submit the form.'
  22. Click [OK].
  23. Click the 'Site Specific Enrollment' item.
  24. Leave the required field empty.
  25. Click [Submit].
  26. Validate the missing required field error.
  27. Enter desired value to the required field.
  28. Make sure the optional field is empty.
  29. Click [Submit].
  30. Validate the form files without any error.
Scenario 2: Practitioner Enrollment - Validating required and optional site specific fields - Editing an existing practitioner
Specific Setup:
  • Registry Setting:
  • The 'Avatar PM->Practitioner->->->->Enable Practitioners link to Performing Providers' registry setting is set to "N".
  • Site Specific Section Modeling:
  • The Site Specific Enrollment section on the Practitioner Enrollment form is enabled via the 'Site Specific Section Modeling' form.
  • At least one required and one optional field are added on the Site Specific section screen. Note the names of the field.
  • An existing active practitioner is identified. Note the practitioner id/name.
Steps
  1. Open the 'Practitioner Enrollment' form for the practitioner identified above.
  2. Set the 'Select Staff' field to the practitioner identified above.
  3. Select the practitioner from the results list.
  4. Validate that all the required/ desired fields are populated correctly.
  5. Click the 'Site Specific Enrollment' item.
  6. Leave the required and optional fields empty.
  7. Click [Submit].
  8. Validate the error about missing required fields.
  9. Enter desired value to the required fields.
  10. Leave the optional field is empty.
  11. Click [Submit].
  12. Validate the form files without any error.
837 Institutional - Resolved diagnosis for discharge claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Diagnosis
  • Discharge
  • Create Interim Billing Batch File
  • Electronic Billing
Scenario 1: 837 Institutional - Validating diagnosis segment (2300-HI) for the discharge claim - Running through last date of the service / Discharge date
Specific Setup:
  • Admission:
  • A new client is admitted into an inpatient program or an existing inpatient client is identified. Note the Client id/name. Admission date/program.
  • Financial Eligibility:
  • An existing guarantor is assigned to the client. Note the guarantor code/name.
  • Service Codes:
  • A new room and board service code is created or an existing room and board service code is identified. Note the service code.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for the service code identified.
  • Client Charge Input:
  • The Room & Board services are rendered to the client for 5 days starting from the admission date.
  • Discharge:
  • The client is discharged after last date of the service.
  • Client Ledger:
  • All the charges are distributed to the primary guarantor of the client.
  • Close Charges:
  • The charges are closed.
  • An interim billing batch is created to include client, services and guarantor to the bill.
Steps
  1. Open an 'Electronic Billing' form.
  2. Compile an institutional bill for the primary guarantor using the interim billing batch created in the setup section.
  3. Verify the bill compile successfully.
  4. Run the report.
  5. Verify the report launched successfully.
  6. Review the report.
  7. Verify that the report displays the service rendered to the client.
  8. Launch the Dump file.
  9. Verify the bill contains HI segment of the resolved diagnosis.
Edit Service Information - Validating To-Do's after editing 'Open' service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Edit Service Information -
  • Dynamic Form - Edit Service Fee Definition
  • Set System Defaults (CWS)
  • User Definition
  • Delete Service
Scenario 1: Edit Service Information - Editing an open service - the service code is not configured for the work-flow
Specific Setup:
  • Service Codes:
  • A new service code is created or an existing service code is identified. Note the service code.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for the service code identified in the ' Service Codes' form.
  • Admission:
  • A new client is created or an existing client is identified. Note the Client id/Name, Admission date / program.
  • Client Charge Input:
  • A service rendered to the client using the service code identified above.
  • Client Ledger:
  • The service is in 'Open' status.
Steps
  1. Open the 'Edit Service Information' form.
  2. Select the desired client in the 'Client ID' field.
  3. Select desired episode from the 'Episode Number' field.
  4. Click [Select Service(s) To Edit].
  5. Verify the 'Select Service(s) To Edit' dialog is displayed.
  6. Select desired service from the 'Select Service(s) To Edit' dialog.
  7. Enter a different value in the 'Duration (Minutes)' field.
  8. Select a new service code in the 'Service Code' field.
  9. Click [OK].
  10. Submit the form.
  11. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  12. Click [No].
  13. Query the 'SYSTEM.billing_tx_history' SQL table.
  14. Validate the 'PATID' column is equal to the correct client id identified in the setup.
  15. Validate the 'date_of_service' column is equal to correct date of service rendered to the client.
  16. Validate the 'duration' column is equal to the correct duration added in the 'Edit Service Information' form.
  17. Validate the 'Service Code' column contains correct service code submitted in the 'Edit Service Information' form.
  18. Validate the 'option_desc' column contains 'Edit Service Information'.
  19. Close the crystal report.
Scenario 2: Edit Service Information - Editing/Deleting an open service -the service code is configured for the work-flow
Specific Setup:
  • User Definition:
  • The logged in user (e.g. SYSADM) has a practitioner assigned.
  • Service Codes:
  • A new service code is created or an existing service code is identified. Note the service code.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for the service code identified in the ' Service Codes' form.
  • Set System Defaults (CWS):
  • The service code identified above is configured for work-flow in the 'Workflow Service Setup' section of the form.
  • The 'Service Provider' is selected in the 'Send To Do Item To Which Staff Member' field.
  • Admission:
  • A new client is created or an existing client is identified. Note the Client id/Name, Admission date / program.
  • Client Charge Input:
  • A service rendered to the client using the service code identified above.
  • Client Ledger:
  • The service is in 'Open' status.
Steps
  1. Open the 'Edit Service Information' form.
  2. Select the desired client in the 'Client ID' field.
  3. Select desired episode from the 'Episode Number' field.
  4. Click [Select Service(s) To Edit].
  5. Verify the 'Select Service(s) To Edit' dialog is displayed.
  6. Select desired service from the 'Select Service(s) To Edit' dialog.
  7. Enter a different value in the 'Duration (Minutes)' field.
  8. Click [OK].
  9. Submit the form.
  10. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  11. Click [No].
  12. Query the 'SYSTEM.RADplus_workflow_to_do' SQL table.
  13. Validate the 'ENTITY_ID' column is equal to the correct client id identified in the setup.
  14. Validate the 'sending_user_desc' column is equal to the correct user associated with the rendering practitioner.
  15. Validate the 'outgoing_comments ' column contains correct comments for the specific service stating that it has been edited.
  16. Open the 'Delete Service' form.
  17. Select desired client from the 'Client ID' field.
  18. Set the Start Date input box to desired date.
  19. Set the End Date input box to desired date.
  20. Click [Display Client].
  21. Select desired service from the 'Service Delete' checklist.
  22. Click [OK].
  23. Click [Delete].
  24. Review the message about the services going to be deleted.
  25. Click [OK].
  26. Validate the WARNING! dialog contains "Continue Filing?"
  27. Click [Yes].
  28. Validate the 'Confirm' dialog contains "Deleted".
  29. Click [OK].
  30. Close the form.
  31. Query the 'SYSTEM.RADplus_workflow_to_do' SQL table.
  32. Validate the row is removed from the table.
Topics
• NX • Practitioner • 837 Institutional • Diagnosis • Edit Service Information
Update 30 Summary | Details
274 - Site Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
  • 274 - Provider Directory Defaults
  • 274 - Provider Directory Definition
  • 274 - Provider Directory Submission
Scenario 1: 274 - worklflow (274 - Provider Directory Defaults, 274 - Provider Directory Definition, 274 - Provider Directory Submission)
Specific Setup:
  • Tester has been given access to the following forms in 'User Definition' under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’:
  • 274 - Provider Directory Defaults.
  • 274 - Provider Directory Definition.
  • 274 - Provider Directory Submission.
Steps
  1. Open '274 - Provider Directory Defaults'.
  2. Validate that there are no required fields.
  3. Enter desired data for each field.
  4. Submit the form.
  5. Open '274 - Provider Directory Defaults'.
  6. Validate that the submitted data was retained.
  7. Open ‘274 - Provider Directory Definition’.
  8. Validate that the form opened to the ‘Group Definition’ section.
  9. Validate that 'Add or Edit Group' is the only required field.
  10. Select 'Add' in 'Add or Edit Group'.
  11. Validate that 'Active' and 'Provider Group Name (2100CA-NM1-03)' became required.
  12. Enter desired data for each field.
  13. Click [File Group Details].
  14. Select 'Edit' in 'Add or Edit Group'.
  15. Validate that the submitted data was retained.
  16. Select the 'Site Definition' section.
  17. Validate that 'Add or Edit Site' is the only required field.
  18. Select 'Add' in 'Add or Edit Site'.
  19. Validate that 'Site or Location of Service Name (2100DA-NM1-03)', 'Provider Group', and 'Active' became required.
  20. Validate that the field label 'Site or Location Address (2100DA-N3-01)' has been replaced with 'Site or Location Address (2110DA-N3-01)'.
  21. Validate that the field label 'Site or Location Address 2 (2100DA-N3-02)' has been replaced with 'Site or Location Address 2 (2110DA-N3-02)'.
  22. Enter desired data for each field, which would include nine digit zip codes with a hyphen.
  23. Click [Site Work Schedule (2100DA-WS)].
  24. Enter desired data.
  25. Click [Save].
  26. Click [Yes].
  27. Click [Foreign Languages Spoken At This Site (2100DA-LUI)].
  28. Enter desired data.
  29. Click [Save].
  30. Click [Yes].
  31. Click [Affiliated Entities (2100DB)].
  32. Enter desired data.
  33. Click [Save].
  34. Click [Yes].
  35. Click [File Site Details].
  36. Click [OK].
  37. Select 'Edit' in 'Add or Edit Site'.
  38. Validate that the submitted data was retained.
  39. Select the 'Provider Definition' section.
  40. Validate that 'Provider' is the only required field.
  41. Select a 'Provider'.
  42. Validate that 'Associated Site' and 'Active' became required.
  43. Enter desired data for each field.
  44. Click [File Provider Details].
  45. Click [OK].
  46. Select the same 'Provider'.
  47. Select the 'Associated Site' selected above.
  48. Validate that the submitted data was retained.
  49. Close the form.
  50. Open '274 - Provider Directory Submission'.
  51. Select 'Compile File' in 'Options'.
  52. Enter the desired value in 'Reporting Period (MM/YY)'.
  53. Enter desired 'File Description'.
  54. Click [Process File].
  55. Validate that the report display and that the zip code fields do not contain a hyphen.
  56. Validate the report data.
  57. Close the report.
  58. Close the form.
Topics
• 274 - Provider Directory
Update 37 Summary | Details
Financial Eligibility - Subscriber Sex
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Update Client Data
Scenario 1: Cal-PM - 'Client's Relationship To Subscriber' - Update Client Data 'Sex' field / Financial Eligibility 'Subscriber Sex' field
Specific Setup:
  • Registry Setting: Avatar PM->Client Information->Client Demographics->->->Update Financial Eligibility Data = Y.
  • Dictionary Update:
  • Client Dictionary – (3) Sex – Every value has an extended dictionary value for ‘Gender (837 Professional/Institutional)’. Note the extended dictionary values.
  • Client Dictionary - (837 Professional/Institutional) contains values of Female, Male, and Unknown.
  • Client Dictionary - (247) Client's Relationship To Subscriber:
  • Dictionary Value = Self contains desired extended values. Note the extended dictionary values.
  • Dictionary Value = Any other dictionary value contains desired extended values. Note the extended dictionary values.
  • Client: ‘Sex’ contains either ‘Transgender (F to M)’ or ‘Transgender (M to F)’. Note the value.
  • Update ‘Financial Eligibility to 'Self' in 'Client's Relationship To Subscriber' and desired value in ‘Subscriber Sex’. Note the value.
Steps
  1. Open ‘Update Client Data’.
  2. Validate that ‘Sex’ contains the value noted in setup.
  3. Submit the form.
  4. Open ‘Financial Eligibility’.
  5. Select the ‘Guarantor Selection’ section.
  6. Validate that ‘Subscriber Sex’ contains the dictionary values of ‘Female’, ‘Male’, and ‘Unknown’.
  7. Validate that 'Client's Relationship To Subscriber' contains ‘Self’ and that the ‘Subscriber Sex’ contains the ‘Gender (837 Professional/Institutional)’ extended dictionary value from ‘Client Dictionary – (3) Sex’ for the ‘Sex’ field value in ‘Update Client Data’.
  8. Change the ‘Subscriber Sex’ to a different value.
  9. Submit the form.
  10. Open ‘Update Client Data’.
  11. Validate that ‘Sex’ contains the value noted in setup.
  12. Submit the form.
  13. Open ‘Financial Eligibility’.
  14. Select the ‘Guarantor Selection’ section.
  15. Validate that 'Client's Relationship To Subscriber' contains ‘Self’ and that the ‘Subscriber Sex’ contains the ‘Gender (837 Professional/Institutional)’ extended dictionary value from ‘Client Dictionary – (3) Sex’ for the ‘Sex’ field value in ‘Update Client Data’.
  16. Select the ‘Subscriber Sex’ value that has not been previously selected.
  17. Submit the form.
  18. Open ‘Update Client Data’.
  19. Validate that ‘Sex’ contains the value noted in setup.
  20. Submit the form.
  21. Open ‘Financial Eligibility’.
  22. Select the ‘Guarantor Selection’ section.
  23. Validate that 'Client's Relationship To Subscriber' contains ‘Self’ and that the ‘Subscriber Sex’ contains the ‘Gender (837 Professional/Institutional)’ extended dictionary value from ‘Client Dictionary – (3) Sex’ for the ‘Sex’ field value in ‘Update Client Data’.
  24. Close the form.
  25. Open ‘Update Client Data’.
  26. Change ‘Sex’ to a non-transgender value. Note the value.
  27. Submit the form.
  28. Open ‘Financial Eligibility’.
  29. Select the ‘Guarantor Selection’ section.
  30. Validate that 'Client's Relationship To Subscriber' contains ‘Self’ and that the ‘Subscriber Sex’ contains the ‘Gender (837 Professional/Institutional)’ extended dictionary value from ‘Client Dictionary – (3) Sex’ for the ‘Sex’ field value in ‘Update Client Data’.
  31. Submit the form.
  32. Open ‘Update Client Data’.
  33. Validate that ‘Sex’ contains the changed value.
  34. Submit the form.
  35. Open ‘Financial Eligibility’.
  36. Select the ‘Guarantor Selection’ section.
  37. Validate that 'Client's Relationship To Subscriber' contains ‘Self’ and that the ‘Subscriber Sex’ contains the ‘Gender (837 Professional/Institutional)’ extended dictionary value from ‘Client Dictionary – (3) Sex’ for the ‘Sex’ field value in ‘Update Client Data’.
  38. Change the 'Client's Relationship To Subscriber' to the other dictionary value from setup.
  39. Set ‘Subscriber Sex’ to a value that contradicts the ‘Sex’ field value in ‘Update Client Data’.
  40. Submit the form.
  41. Open ‘Update Client Data’.
  42. Validate that ‘Sex’ contains the changed value.
  43. Submit the form.
  44. Open ‘Financial Eligibility’.
  45. Select the ‘Guarantor Selection’ section.
  46. Validate that 'Client's Relationship To Subscriber' contains the changed value and that the ‘Subscriber Sex’ contains the value that contradicts the ‘Sex’ field value in ‘Update Client Data’.
  47. Select the ‘Subscriber Sex’ value that has not been previously selected.
  48. Submit the form.
  49. Open ‘Update Client Data’.
  50. Validate that ‘Sex’ contains the value noted in setup.
  51. Submit the form.
  52. Open ‘Financial Eligibility’.
  53. Select the ‘Guarantor Selection’ section.
  54. Validate that 'Client's Relationship To Subscriber' contains the changed value and that the ‘Subscriber Sex’ contains the value the changed value.
  55. Close the form.
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:
  • Program Maintenance
  • Diagnosis
  • Guarantors/Payors
  • Create Interim Billing Batch File
  • Electronic Billing
Scenario 1: 837 Professional - 'Exclude Services If No Treatment Plan'
Specific Setup:
  • Registry Setting: ‘Exclude Services If No Treatment Plan’.
  • Note: For our testing purposes, we will start with a value of ‘Y’.
  • 'Y' adds the 'Exclude Service From Bill If No Final Treatment Plan In Effect For Service Date In Question' field to the 'Guarantors/Payors' form. It also adds the fields 'Treatment Plan Required' and 'Number Of Days After Admission That Treatment Plan Is Required' to the 'Program Maintenance' form.
  • 'P' adds or retains the 'Exclude Service From Bill If No Final Treatment Plan In Effect For Service Date In Question' field on the 'Guarantors/Payors' form and adds and a new section, 'Treatment Plan Requirements' to the form.
  • N’ removes all fields/sections from the 'Program Maintenance' and the 'Guarantors/Payors' forms.
  • Program Maintenance: Select a program and add a value of ‘Y’ to 'Treatment Plan Required' and if desired, a value to and 'Number Of Days After Admission That Treatment Plan Is Required'.
  • 'Guarantors/Payors':
  • Select a guarantor and add a value of ‘Yes’ in 'Exclude Service From Bill If No Final Treatment Plan In Effect For Service Date In Question'. Note the ‘Financial Class’.
  • Client A:
  • Is enrolled in the program selected above.
  • Is assigned the above 'Guarantors/Payors' in ‘Financial Eligibility’.
  • Does not have a Treatment Plan.
  • Has unclaimed closed services, noting the service dates and service codes.
  • Create Interim Billing Batch File has been used to create a batch for the guarantor, program, and client.
Steps
  1. Open ‘Electronic Billing’.
  2. Select ‘837-Professional in ‘Billing Form’.
  3. Select desired ‘Financial Class’ in ‘Type of Bill’.
  4. Select ‘Individual in ‘Individual Or All Guarantors’.
  5. Select the desired ‘Guarantor’.
  6. Select ‘Outpatient’ in ‘Billing Type’
  7. Select ‘Sort File’ in ‘Sort File’.
  8. Enter desired ‘File Description/Name’.
  9. Select ‘Interim Batch’ in ‘All Clients Or Interim Billing Batch’.
  10. Select desired value in ’Create Claims’.
  11. Enter ‘Date Of Claim’ if ‘Yes’ selected in ’Create Claims’.
  12. Enter ‘First Date Of Service To Include’ and ‘Last Date Of Service To Include’. Suggest one date for both fields.
  13. Select desired value in ‘Include Primary and/or Secondary Billing’.
  14. Click [Process].
  15. Validate that the ‘No Valid Information Found. Please Check The Error Report’ message displays.
  16. Click [OK].
  17. Select ‘Run Report’ in ‘Sort File’.
  18. Select ‘Print’ in ‘Print Or Delete Report’.
  19. Select the desired ‘File’.
  20. Click [Print 837 Report].
  21. Click the ‘Required Data Missing: Patient Service Data’ link.
  22. Validate the message indicates ‘No Final Treatment Plan In Effect For Service’.
  23. Close the report.
  24. Close the form.
  25. Open 'Guarantors/Payors'.
  26. Edit the guarantor from setup.
  27. Select 'No' in 'Exclude Service From Bill If No Final Treatment Plan In Effect For Service Date In Question'.
  28. Click [File].
  29. Close the form.
  30. Open ‘Program Maintenance’.
  31. Edit the program from setup.
  32. Set 'Treatment Plan Required' to ‘N’.
  33. Click [File].
  34. Close the form.
  35. Open ‘Electronic Billing’.
  36. Repeat ‘Electronic Billing’ steps for one service date.
  37. Validate ‘Compile Complete’ message is received after [Process] is clicked.
  38. If desired, review the dump file.
  39. Close the report.
  40. Close the form.
  41. If desired, continue additional testing with ‘Exclude Services If No Treatment Plan’ registry setting value set to 'Y'.
  42. Open 'Registry Settings'.
  43. Change the value of ‘Exclude Services If No Treatment Plan’ to 'P'.
  44. Submit the form.
  45. Close the form.
  46. Open ‘Program Maintenance’.
  47. Edit the program from setup.
  48. Validate that the 'Treatment Plan Required' and 'Number Of Days After Admission That Treatment Plan Is Required' fields are no longer on the form.
  49. Close the form.
  50. Open 'Guarantors/Payors'.
  51. Edit the guarantor from setup.
  52. Validate that the 'Exclude Service From Bill If No Final Treatment Plan In Effect For Service Date In Question' field retained the previously filed value. Set the value to ‘Yes’.
  53. Validate that the 'Treatment Plan Requirements' section has been added to the form.
  54. Select the section.
  55. Select program from setup in ‘Select Programs’.
  56. Select services codes from setup in ‘Select Services’.
  57. Select ‘No’ in ‘Treatment Plan Required’.
  58. If desired, add values to ‘Remaining Services To Generate To Do’, ‘Default Treatment Plan Coverage (Days)’ and ‘Day/Service Count Rule For Final Treatment Plan’.
  59. Click [Update].
  60. Select the ‘Guarantors/Payors’ section.
  61. Click [File].
  62. Close the form.
  63. Open ‘Electronic Billing’.
  64. Repeat ‘Electronic Billing’ steps for one service date.
  65. Validate ‘Compile Complete’ message is received after [Process] is clicked.
  66. If desired, review the dump file.
  67. Close the report.
  68. Close the form.
  69. Edit the guarantor from setup.
  70. Validate that the 'Exclude Service From Bill If No Final Treatment Plan In Effect For Service Date In Question' field is set to ‘Yes’.
  71. Select the ‘'Treatment Plan Requirements' section’.
  72. Select the previously submitted plan in ‘Select Treatment Plan Requirements’.
  73. Change ‘Treatment Plan Required’ to ‘Yes’.
  74. Click [Update].
  75. Select the ‘Guarantors/Payors’ section.
  76. Click [File].
  77. Close the form.
  78. Open ‘Electronic Billing’.
  79. Repeat ‘Electronic Billing’ steps for one service date.
  80. Click [Process].
  81. Validate that the ‘No Valid Information Found. Please Check The Error Report’ message displays.
  82. Click [OK].
  83. Select ‘Run Report’ in ‘Sort File’.
  84. Select ‘Print’ in ‘Print Or Delete Report’.
  85. Select the desired ‘File’.
  86. Click [Print 837 Report].
  87. Click the ‘Required Data Missing: Patient Service Data’ link.
  88. Validate the message indicates ‘No Final Treatment Plan In Effect For Service’.
  89. Close the report.
  90. Close the form.
  91. If desired, continue additional testing with ‘Exclude Services If No Treatment Plan’ registry setting value set to 'P'.
  92. Open 'Registry Settings'.
  93. Change the value of ‘Exclude Services If No Treatment Plan’ to ‘N’.
  94. Submit the form.
  95. Close the form.
  96. Validate that the 'Exclude Service From Bill If No Final Treatment Plan In Effect For Service Date In Question' field does not exist.
  97. Validate that the 'Treatment Plan Requirements' section does not exist.
  98. Open ‘Electronic Billing’.
  99. Repeat ‘Electronic Billing’ steps for one service date.
  100. Validate ‘Compile Complete’ message is received after [Process] is clicked.
  101. If desired, review the dump file.
  102. Close the report.
  103. Close the form.
Topics
• Financial Eligibility • NX • Update Client Data • Treatment Plan
Update 38 Summary | Details
'File Import' - Program Maintenance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • File Import
Scenario 1: Program Maintenance - Add/Edit program
Steps
  1. Access the 'Program Maintenance' form.
  2. Select "Add" in the 'Add Or Edit Program' field.
  3. Enter the desired value in the 'Program Code' field.
  4. Enter the desired value in the 'Description' field.
  5. Populate all other required and desired fields.
  6. Validate the 'EVV Provider Organization ID' field is displayed.
  7. Enter the desired value in the 'EVV Provider Organization ID' field.
  8. Click [File Program].
  9. Select "Edit" in the 'Add Or Edit Program' field.
  10. Select the program added in the previous steps in the 'Program' field.
  11. Validate all previously filed data is displayed.
  12. Validate the 'EVV Provider Organization ID' field contains the value entered in the previous steps.
  13. Update any desired fields.
  14. Click [File Program] and close the form.
Scenario 2: Cal-PM - File Import - Validate 'Program Maintenance' Import
Specific Setup:
  • Have a valid 'Program Maintenance' import file (File A) created that contains a data row for a program with the following:
  • A value populated in the 'EVV Provider Organization ID' field
  • Value(s) in the 'Associated Service Programs' field
Steps
  1. Access the 'File Import' form.
  2. Select "Program Maintenance" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Navigate to the location of "File A" and click [Open].
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "File A" in the 'File(s)' field.
  8. Click [Process Action].
  9. Validate a message is displayed stating "Compiled" and click [OK].
  10. Select "Print File" in the 'Action' field.
  11. Select "File A" in the 'File(s)' field.
  12. Click [Process Action].
  13. Validate a report is displayed for the program data in "File A".
  14. Close the report.
  15. Select "Post File" in the 'Action' field.
  16. Select "File A" in the 'File(s)' field.
  17. Click [Process Action].
  18. Validate a message is displayed stating "Posted" and click [OK].
  19. Close the form.
  20. Access the 'Program Maintenance' form.
  21. Select "Edit" in the 'Add Or Edit Program' field.
  22. Select the program imported via 'File Import' in the 'Program' field.
  23. Validate all imported data is populated as expected.
  24. Validate the 'Associated Service Programs' field contains the programs imported in the previous steps.
  25. Validate the 'EVV Provider Organization ID' field contains the value imported in the previous steps.
  26. Close the form.
Program Maintenance - 'EVV Provider Organization ID' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SoapUI - ProgramMaintenance
  • SoapUI - ProgramMaintenance - AddProgramMaintenance
  • Program Maintenance
  • File Import
Scenario 1: 'WEBSVC.ProgramMaintenance' - add a program
Steps
  1. Access SoapUI for the 'ProgramMaintenance' - 'AddProgramMaintenance' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter "Y" in the 'Active' field.
  6. Enter the desired value in the 'Description' field.
  7. Enter the desired value in the 'Location' field.
  8. Enter the desired value in the 'Program' field.
  9. Enter the desired value in the 'ProgramCode' field.
  10. Enter the desired value in the 'ProgramType' field.
  11. Enter the desired value in the 'RRG' field.
  12. Enter the desired value in the 'ReqAdmitPract' field.
  13. Enter the desired value in the 'TreatmentService' field.
  14. Enter the desired value in the 'TreatmentSetting' field.
  15. Enter the desired value in the 'UsageType' field.
  16. Enter the desired value in the 'EVVProviderOrgID' field.
  17. Populate any other desired fields.
  18. Click [Run].
  19. Validate the response contains: Program Maintenance web service has been filed successfully.
  20. Access the 'Program Maintenance' form.
  21. Select "Edit" in the 'Add Or Edit Program' field.
  22. Select the program added in the previous steps in the 'Program' field.
  23. Validate all previously filed data is displayed.
  24. Validate the 'EVV Provider Organization ID' field contains the value filed in the previous steps.
  25. Close the form.
Scenario 2: Program Maintenance - Add/Edit program
Steps
  1. Access the 'Program Maintenance' form.
  2. Select "Add" in the 'Add Or Edit Program' field.
  3. Enter the desired value in the 'Program Code' field.
  4. Enter the desired value in the 'Description' field.
  5. Populate all other required and desired fields.
  6. Validate the 'EVV Provider Organization ID' field is displayed.
  7. Enter the desired value in the 'EVV Provider Organization ID' field.
  8. Click [File Program].
  9. Select "Edit" in the 'Add Or Edit Program' field.
  10. Select the program added in the previous steps in the 'Program' field.
  11. Validate all previously filed data is displayed.
  12. Validate the 'EVV Provider Organization ID' field contains the value entered in the previous steps.
  13. Update any desired fields.
  14. Click [File Program] and close the form.
Scenario 3: Cal-PM - File Import - Validate 'Program Maintenance' Import
Specific Setup:
  • Have a valid 'Program Maintenance' import file (File A) created that contains a data row for a program with the following:
  • A value populated in the 'EVV Provider Organization ID' field
  • Value(s) in the 'Associated Service Programs' field
Steps
  1. Access the 'File Import' form.
  2. Select "Program Maintenance" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Navigate to the location of "File A" and click [Open].
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "File A" in the 'File(s)' field.
  8. Click [Process Action].
  9. Validate a message is displayed stating "Compiled" and click [OK].
  10. Select "Print File" in the 'Action' field.
  11. Select "File A" in the 'File(s)' field.
  12. Click [Process Action].
  13. Validate a report is displayed for the program data in "File A".
  14. Close the report.
  15. Select "Post File" in the 'Action' field.
  16. Select "File A" in the 'File(s)' field.
  17. Click [Process Action].
  18. Validate a message is displayed stating "Posted" and click [OK].
  19. Close the form.
  20. Access the 'Program Maintenance' form.
  21. Select "Edit" in the 'Add Or Edit Program' field.
  22. Select the program imported via 'File Import' in the 'Program' field.
  23. Validate all imported data is populated as expected.
  24. Validate the 'Associated Service Programs' field contains the programs imported in the previous steps.
  25. Validate the 'EVV Provider Organization ID' field contains the value imported in the previous steps.
  26. Close the form.
Topics
• File Import • Program Maintenance • Web Services
Update 45 Summary | Details
'Team Assignment' is enhanced to no longer display inactive teams.
Scenario 1: 'Team Assignment' - validate Inactive and Deleted Teams are not in the 'Admission' form 'Team Assignment' selection drop down field.
Specific Setup:
  • RADplus 2022 Update 58 is required for full functionality.
  • One or more teams are defined in the 'Team Definition' form.
  • Client A is assigned to a team which will be flagged as 'Inactive'.
  • Using 'Team Definition', flag the team Client A is assigned to as 'Inactive'.
  • Client B is assigned to a team which will be deleted.
  • Using 'Team Definition', flag the team Client B assigned to as 'Deleted'
Steps
  1. Create a report against SQL Table 'admission_data_other'.
  2. Include in the report, at a minimum, the following fields:
  3. PATID
  4. team_assignment_value
  5. team_assignment_code
  6. data_entry_date
  7. Run the report. Note the values entered for Client A and Client B. The team_assignment_value and team_assignment_code fields will be blank for both clients.
  8. Open the 'Admission (Outpatient)' form. Note that this functionality is the same in the 'Admission' form as well.
  9. Select Client A.
  10. Verify that there is no selection in the 'Team Assignment' field.
  11. Navigate to the 'Team Assignment' field.
  12. Click on the drop down list.
  13. Verify that no Teams defined as 'Inactive' are displayed for selection.
  14. Select any active Team from the list.
  15. Click [Submit].
  16. Open the 'Admission (Outpatient)' form. Note that this functionality is the same in the 'Admission' form as well.
  17. Select Client B.
  18. Verify that there is no selection in the 'Team Assignment' field. This team has been deleted from the 'Team Definition' form.
  19. Navigate to the 'Team Assignment' field.
  20. Click on the drop down list.
  21. Verify that no Teams which were deleted are included in the drop down list.
  22. Select any active Team from the list.
  23. Click [Submit].
  24. Run the report again.
  25. Verify the team_assignment_value and team_assignment_code fields are populated for both Client A and Client B.
Topics
• Team Assignment • Team Definition
Update 47 Summary | Details
Interim Billing Batch Creation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Create Interim Billing Batch File
Scenario 1: 'Create Interim Billing Batch' - Verification of Interim Billing Batch Creation
Specific Setup:
  • One or more service(s) eligible for Interim Billing Batch inclusion
Steps
  1. Open Avatar Cal-PM 'Create Interim Billing Batch' form.
  2. Select 'Create Batch' in 'Create, View Or Delete Batch' field.
  3. Enter/select value for 'Batch Description', 'Through Date', 'Individual Or All Guarantors Or Financial Class' and 'All Or Individual Or Treatment Settings' criteria fields.
  4. Enter/select value for any other fields as required/desired in form.
  5. Click 'Process' button to file 'Create Interim Billing Batch' file form and create Interim Billing Batch for specified criteria.
  6. Ensure that clients/services included in created Interim Billing Batch are displayed following form processing.
  7. Click 'Close' button to close Interim Billing Batch contents display.
Scenario 2: 'Liability Update' - Verification of Form Filing
Specific Setup:
  • One or more client(s)/service(s) eligible for Liability Update
Steps
  1. Open Avatar Cal-PM 'Liability Update' form.
  2. Enter/select value for 'Thru Date' and 'Individual, All, Or Interim Batch Cycle' fields.
  3. Enter/select value for any other fields as required/desired in form.
  4. Click 'Submit' to file 'Liability Update' form and process Liability Update for selected criteria.
  5. Ensure that 'Liability Update' form is closed on filing/completion.
Topics
• Interim Billing Batch • Liability Update • NX
Update 48 Summary | Details
File Import - 'Claim Follow-Up Notes' Support
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • File Import - Compile/Post Report
  • File Import - Error Report
Scenario 1: 'File Import' - Verification of 'Claim Follow-Up Notes' Import
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Claim Follow-Up' must be enabled
  • Client with claim(s)/services(s) eligible for Claim Follow-Up/Claim Follow-Up Notes entry/import in Avatar Cal-PM
  • Avatar Cal-PM 'Claim Follow-Up Notes' Import File containing one or more valid import rows
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'File Import' form.
  2. Select File Type 'Claim Follow-Up Notes'.
  3. Select 'Upload New File' in 'Action' field and Click 'Process Action' button.
  4. Select Avatar Cal-PM 'Claim Follow-Up Notes' import file and click 'Open' button.
  5. Select 'Compile/Validate File' in 'Action' field.
  6. Select loaded Claim Follow-Up Notes import file and click 'Process Action' button.
  7. Ensure that 'Compile/Validate File' action completes, and message 'Compiled' or '(File Name) contains one or more errors. These errors can be reviewed using 'Print Errors' action' is displayed.
  8. Click 'OK' button.
  9. Select 'Print File' in 'Action' field.
  10. Select compiled Claim Follow-Up Notes import file and click 'Process Action' button to view report.
  11. In File Import 'Claim Follow-Up Import' report, ensure that valid Claim Follow-Up Notes entries are successfully compiled/included in report (including Import File Line Number, 'Client ID', 'Client Name', 'Client Number', Follow-Up Date', etc.)
  12. Select 'Post File' in 'Action' field.
  13. Select compiled Claim Follow-Up Notes import file and click 'Process Action' button.
  14. Ensure that 'Post' action completes, and message 'Posted' and/or 'The selected file contains one or more lines with compilation errors. Only those lines without compilation errors will be posted' is displayed.
  15. Open Avatar Cal-PM 'Claim Follow-Up' form.
  16. Note, Claim Follow-Up Notes information posted via 'File Import' form may also be confirmed via the 'Claim Follow-Up Notes Report' form/report
  17. Select client where Claim Follow-Up/Claim Follow-Up Notes have been filed via 'File Import' form.
  18. Select 'Edit' in 'Add, Edit Or Delete Claim Follow-Up' field.
  19. Select Claim/Claim Follow-Up entry filed via 'File Import' form in 'Select Claim Follow-Up to Edit Or Delete' field.
  20. Ensure that Claim Follow-Up field values ('Insurance Based Denial Reason', etc.) reflect information filed via 'File Import' form.
  21. In Claim Follow-Up Notes section of form, select 'Edit' in 'Add, Edit Or Delete Row' field.
  22. Select Claim Follow-Up Note entry filed via 'File Import' form in 'Select Row to Edit Or Delete' field.
  23. Ensure that Claim Follow-Up Note field values ('Follow-Up Date', 'Completion Date', 'Follow-Up Status', etc.) reflect information filed via 'File Import' form.
  24. Open Crystal Reports or other SQL reporting tool.
  25. In Avatar Cal-PM SQL table 'SYSTEM.file_import_clm_follow_up', ensure that all compiled and/or posted File Import rows are present in SQL data and reflect values imported/compiled/posted via 'File Import' form 'Claim Follow-Up Notes' file type selection.
Scenario 2: 'File Import' - Verification of 'Claim Follow-Up Notes' Import Error Reporting
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Claim Follow-Up' must be enabled
  • Client with claim(s)/services(s) eligible for Claim Follow-Up/Claim Follow-Up Notes entry/import in Avatar Cal-PM
  • Avatar Cal-PM 'Claim Follow-Up Notes' Import File containing one or more invalid import rows
Steps
  1. Open Avatar Cal-PM 'File Import' form.
  2. Select File Type 'Claim Follow-Up Notes'.
  3. Select 'Upload New File' in 'Action' field and Click 'Process Action' button.
  4. Select Avatar Cal-PM 'Claim Follow-Up Notes' import file and click 'Open' button.
  5. Select 'Compile/Validate File' in 'Action' field.
  6. Select loaded Claim Follow-Up Notes import file and click 'Process Action' button.
  7. Ensure that 'Compile/Validate File' action completes, and message '(File Name) contains one or more errors. These errors can be reviewed using 'Print Errors' action' is displayed.
  8. Click 'OK' button.
  9. Select 'Print Errors' in 'Action' field.
  10. Select compiled Claim Follow-Up Notes import file and click 'Process Action' button to view report.
  11. In 'Claim Follow-Up Notes File Import Errors' report, ensure that invalid Claim Follow-Up Notes File Import rows/entries are displayed with error message/detail, including Import File Line Number, Column/Field Name, Import File Data Value and Error Message/Condition information.
  12. Claim Follow-Up Notes File Import error message examples:
  13. 'Missing required field'
  14. 'Invalid Client ID'
  15. 'Invalid Claim Number'
  16. 'Next Follow-Up Date cannot be a past date'
  17. 'Invalid dictionary code'
Topics
• Claim Follow-up • File Import
Update 51 Summary | Details
Avatar Cal-PM is prepared for future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Delete Bed Assignment
  • CareFabric Monitor
Scenario 1: Validate 'Bed Assignment' and 'Delete Bed Assignment' on 'CareFabric Monitor' for Cal-PM
Specific Setup:
  • Inpatient client assigned to a room and bed (Client A).
Steps
  1. Open 'Bed Assignment'.
  2. Select 'Client A'.
  3. Assign a different 'Unit', 'Room' and 'Bed' and click [Submit].
  4. Open 'Delete Bed Assignment'.
  5. Select 'Client A' and the corresponding episode.
  6. Select the last 'Bed assignment' from the 'Bed Assignment to Delete' field.
  7. Click [Submit].
  8. Open 'CareFabric Monitor'.
  9. Enter the current date in the 'From Date' field.
  10. Enter the current date in the 'Through Date' field.
  11. Select 'Client A'.
  12. Click [View Activity Log].
  13. Verify the data is correct.
  14. Click [Click to View Record].
  15. Verify the data is correct.
Topics
• Bed Assignment • CareFabric Monitor