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Avatar Cal-PM 2022 Monthly Release 2022.03.02 Acceptance Tests

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Update 27 Summary | Details
Outside Provider Cal-OMS Annual Update - Annual Update Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Admission
  • Outside Providers
  • Outside Provider Cal-OMS Admission
  • Outside Provider Cal-OMS Annual Update
  • Dictionary Update
  • Associate User ID With Outside Providers
Scenario 1: Outside Provider Cal-OMS Annual Update - Annual update date is more than one year from the admission date - 'Enforce Annual Update Date Rule' registry setting is enabled
Specific Setup:
  • Registry Setting:
  • The 'Enable LA County Reporting Requirements' registry setting is set to 'Y'.
  • Dictionary Update:
  • A Cal-OMS Outside Provider must be defined in the Dictionary Update form. This dictionary code has an extended dictionary data element Cal-OMS Type Of Service. Note the dictionary code/values, Extended dictionary codes/values.
  • File – CalOMS File
  • Dictionary – 70701 Outside Provider
  • Dictionary Code - 221001
  • Dictionary value - desired value
  • Extended Dictionary Data Element - Cal-OMS Type of Service
  • Extended Dictionary Value - desired value
  • Program Maintenance:
  • Create a new Cal-OMS program or identify an existing program to update.
  • The 'Provider ID (CalOMS)' field contains the Dictionary (70701) value defined for the program (221001).
  • The 'Cal-OMS Type of Service' field contains the same value as Dictionary 70701's Extended Dictionary Value for the Outside Provider created.
  • Note the program code/name.
  • Admission:
  • A new client is admitted in the program defined above.
  • Associate User ID With Outside Providers:
  • The user must be granted access to Cal-OMS outside provider.
  • Outside Provider Cal-OMS admission:
  • The 'Outside Provider Cal-OMS admission' is submitted for the client. Please note the admission date is same as the admission date of the client.
Steps
  1. Open the 'Outside Provider Cal-OMS Annual Update' form.
  2. Select desired Cal-OMS outside provider in the 'Provider' field.
  3. In the 'Program' field, select the Cal-OMS program. Programs must be associated with the same Cal-OMS Type of Service as the provider (Program Maintenance form, Cal-OMS Type of Service field).
  4. In the 'Cal-OMS Type of Service' field, select the Cal-OMS type of service associated with the program.
  5. In the Provider's Participant ID field, enter the provider’s participant ID.
  6. This number is used to identify the client. In order to access an outside provider Cal-OMS admission, this number must be re-entered exactly.
  7. Select 'New' in the 'Submission Type' field.
  8. Select the serial number in the 'Select Serial Number' field.
  9. Enter the form serial number in the 'Form Serial Number' field.
  10. In the Current First Name field, enter the client’s first name if different from the birth name.
  11. In the Current Last Name field, enter the client’s last name if different from the birth name.
  12. In the Sex field, select the client's sex.
  13. In the Social Security Number field, enter the client’s social security number.
  14. In the Date Of Birth field, enter the client’s date of birth.
  15. In the Admission Date field, enter date of admission. Note the admission date.
  16. In the Annual Update Date field, enter the date of the Cal-OMS annual update. Please note the 'Cal-OMS annual update' date is more than one year after admission date.
  17. In the Annual Update Number field, enter the annual update number.
  18. In the Birth First Name field, enter the client's first name at birth.
  19. In the Birth Last Name field, enter the client's last name at birth.
  20. In the ZIP Code At Current Residence field, enter the client's ZIP code.
  21. In the Place of Birth - County field, select the county from the list. Choose Other if the client was born outside California.
  22. In the Place of Birth - State field, select the client's place of birth.
  23. In the Driver's License Number field, enter the client’s driver’s license.
  24. In the Mother's First Name field, enter the client’s mother’s first name.
  25. In the Disability field, select the client disability.
  26. In the Consent field, select Yes if the client has given consent to be contacted in the future.
  27. Enter/select values for all other fields as desired/as required by form.
  28. When finished, click Submit.
  29. Verify the form submits successfully.
Scenario 2: Outside Provider Cal-OMS Annual Update - Annual update date is more than or equal to 60 days earlier than one year from the admission date
Specific Setup:
  • Registry Setting:
  • The 'Enable LA County Reporting Requirements' registry setting is set to 'Y'.
  • Dictionary Update:
  • A Cal-OMS Outside Provider must be defined in the Dictionary Update form. This dictionary code has an extended dictionary data element Cal-OMS Type Of Service. Note the dictionary code/values, Extended dictionary codes/values.
  • File – CalOMS File
  • Dictionary – 70701 Outside Provider
  • Dictionary Code - 221001
  • Dictionary value - desired value
  • Extended Dictionary Data Element - Cal-OMS Type of Service
  • Extended Dictionary Value - desired value
  • Program Maintenance:
  • Create a new Cal-OMS program or identify an existing program to update.
  • The 'Provider ID (CalOMS)' field contains the Dictionary (70701) value defined for the program (221001).
  • The 'Cal-OMS Type of Service' field contains the same value as Dictionary 70701's Extended Dictionary Value for the Outside Provider created.
  • Note the program code/name.
  • Admission:
  • A new client is admitted in the program defined above.
  • Associate User ID With Outside Providers:
  • The user must be granted access to Cal-OMS outside provider.
  • Outside Provider Cal-OMS admission:
  • The 'Outside Provider Cal-OMS admission' is submitted for the client. Please note the admission date is same as the admission date of the client.
Steps
  1. Open the 'Outside Provider Cal-OMS Annual Update' form.
  2. Select desired Cal-OMS outside provider in the 'Provider' field.
  3. In the 'Program' field, select the Cal-OMS program. Programs must be associated with the same Cal-OMS Type of Service as the provider (Program Maintenance form, Cal-OMS Type of Service field).
  4. In the 'Cal-OMS Type of Service' field, select the Cal-OMS type of service associated with the program.
  5. In the Provider's Participant ID field, enter the provider’s participant ID.
  6. This number is used to identify the client. In order to access an outside provider Cal-OMS admission, this number must be re-entered exactly.
  7. Select 'New' in the 'Submission Type' field.
  8. Select the serial number in the 'Select Serial Number' field.
  9. Enter the form serial number in the 'Form Serial Number' field.
  10. In the Current First Name field, enter the client’s first name if different from the birth name.
  11. In the Current Last Name field, enter the client’s last name if different from the birth name.
  12. In the Sex field, select the client's sex.
  13. In the Social Security Number field, enter the client’s social security number.
  14. In the Date Of Birth field, enter the client’s date of birth.
  15. In the Admission Date field, enter date of admission. Note the admission date.
  16. In the Annual Update Date field, enter the date of the Cal-OMS annual update. Please note the 'Cal-OMS annual update' date is more than 60 days earlier than one year after admission date.
  17. In the Annual Update Number field, enter the annual update number.
  18. In the Birth First Name field, enter the client's first name at birth.
  19. In the Birth Last Name field, enter the client's last name at birth.
  20. In the ZIP Code At Current Residence field, enter the client's ZIP code.
  21. In the Place of Birth - County field, select the county from the list. Choose Other if the client was born outside California.
  22. In the Place of Birth - State field, select the client's place of birth.
  23. In the Driver's License Number field, enter the client’s driver’s license.
  24. In the Mother's First Name field, enter the client’s mother’s first name.
  25. In the Disability field, select the client disability.
  26. In the Consent field, select Yes if the client has given consent to be contacted in the future.
  27. Enter/select values for all other fields as desired/as required by form.
  28. When finished, click Submit.
  29. Verify a 'Annual Update Date: Annual Update Date must be at most 60 days earlier than one year after admission date.' error message.
  30. Click [Return to the form].
  31. In the 'Annual Update Date' field, enter the date of the Cal-OMS annual update. Please note the 'Cal-OMS annual update' date is exactly 60 days earlier than one year after admission date.
  32. Click [Submit].
  33. Verify the form submits successfully.
Topics
• Cal-OMS • NX • Outside Provider Cal-OMS Annual Update
Update 56 Summary | Details
837 Professional Rendering Provider (2310B/2420A) Information
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
  • Practitioner Numbers By Guarantor and Program
  • Practitioner Enrollment
  • Electronic Billing
Scenario 1: 'File Import' - Verification of 'Guarantor/Program Billing Defaults Template' Import (Avatar Cal-PM)
Specific Setup:
  • Avatar Cal-PM 'Guarantor/Program Billing Defaults' Import File containing one or more valid import rows for 837 Professional information
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'File Import' form.
  2. Select File Type 'Guarantor/Program Billing Defaults'.
  3. Select 'Upload New File' in 'Action' field and Click 'Process Action' button.
  4. Select Avatar Cal-PM 'Guarantor/Program Billing Defaults' import file including value for one or more of the following 837 Professional fields/segments and click 'Open' button:
  5. 'Rendering Provider Entity Type Qualifier (2310B/2420A-NM1-02)' field/segment 127
  6. 'Rendering Provider Last Or Organization Name (2310B/2420A-NM1-03)' field/segment 128
  7. 'Rendering Provider First Name (2310B/2420A-NM1-04)' field/segment 129
  8. 'Rendering Provider Middle Name (2310B/2420A-NM1-05)' field/segment 130
  9. 'Rendering Provider Name Suffix (2310B/2420A-NM1-07)' field/segment 131
  10. 'Rendering Provider Identification Code Qualifier (2310B/2420A-NM1-08)' field/segment 132
  11. 'Rendering Provider Identification Code (2310B/2420A-NM1-09)' field/segment 133
  12. 'Rendering Provider Taxonomy Code (2310B/2420A-PRV-03)' field/segment 134
  13. 'Rendering Provider Reference Identification Qualifier (2310B/2420A-REF-01)' field/segment 135
  14. 'Rendering Provider Reference Identification (2310B/2420A-REF-01)' field/segment 136
  15. 'Rendering Provider Reference Identification Qualifier-2 (2310B/2420A-REF-01)' field/segment 137
  16. 'Rendering Provider Identification Code-2 (2310B/2420A-REF-02)' field/segment 138
  17. 'Specify How Rendering Provider Information Should Be Populated' field/segment 139
  18. Select 'Compile/Validate File' in 'Action' field.
  19. Select loaded 'Guarantor/Program Billing Defaults' import file and click 'Process Action' button.
  20. 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.
  21. Click 'OK' button.
  22. Select 'Print File' in 'Action' field to view successfully compiled import data; Select compiled import file and click 'Process Action' button.
  23. In 'Guarantor/Program Billing Defaults' File Import Report, ensure that all valid import row(s) are included in report with segment/value details.
  24. Select 'Post File' in 'Action' field to post successfully compiled import data; Select compiled import file and click 'Process Action' button.
  25. Ensure that 'Compile/Validate File' 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.
  26. Open Avatar Cal-PM 'Guarantor/Program Billing Defaults' form.
  27. Select 'Edit Template' in 'Action' field and select imported Guarantor/Program Billing Defaults template for review/edit.
  28. Navigate to '837 Professional' section of form.
  29. Ensure that imported values for 837 Professional Rendering Provider (2310B/2420A) fields noted above are present for selected template.
  30. Open Crystal Reports or other SQL reporting tool.
  31. In Avatar Cal-PM SQL table 'SYSTEM.file_import_gpbd_p837', ensure that new row is filed in table for each successfully compiled/posted import row, including values for following fields:
  32. 'rendering_entity_code'/'rendering_entity_value'
  33. 'rendering_first_name'
  34. 'rendering_last_org_name'
  35. 'rendering_middle_name'
  36. 'rendering_suffix'
  37. 'rendering_id_qual_code'/'rendering_id_qual_value'
  38. 'rendering_id'
  39. 'rendering_taxonomy'
  40. 'rendering_ref_qual_code'/'rendering_ref_qual_value'
  41. 'rendering_ref_id'
  42. 'rendering_ref_qual2_code'/'rendering_ref_qual2_value'
  43. 'rendering_ref_id2'
  44. 'use_rnd_if_notfound_code'/'use_rnd_if_notfound_value'

For Avatar Cal-PM 'Guarantor/Program Billing Defaults - 837 Professional' format/layout, please refer to 'Avatar_Cal-PM_File_Import_Record_Layouts.xls' document included with update.

Scenario 2: 'Guarantor/Program Billing Defaults' - Verification of Rendering Provider (2310B/2420A) Fields
Specific Setup:
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Guarantor/Program Billing Defaults' form.
  2. Select 'Add Template' in 'Action field (or 'Edit Template' and select existing Guarantor/Program Billing Defaults template for review/edit).
  3. Navigate to '837 Professional' section of form.
  4. Ensure the following fields related to 837 Professional Rendering Provider (2310B/2420A) information are present in 'Guarantor/Program Billing Defaults' form:
  5. 'Rendering Provider Entity Type Qualifier (2310B/2420A-NM1-02)'
  6. 'Rendering Provider Last Or Organization Name (2310B/2420A-NM1-03)'
  7. 'Rendering Provider First Name (2310B/2420A-NM1-04)'
  8. 'Rendering Provider Middle Name (2310B/2420A-NM1-05)'
  9. 'Rendering Provider Name Suffix (2310B/2420A-NM1-07)'
  10. 'Rendering Provider Identification Code Qualifier (2310B/2420A-NM1-08)'
  11. 'Rendering Provider Identification Code (2310B/2420A-NM1-09)'
  12. 'Rendering Provider Taxonomy Code (2310B/2420A-PRV-03)'
  13. 'Rendering Provider Reference Identification Qualifier (2310B/2420A-REF-01)'
  14. 'Rendering Provider Reference Identification (2310B/2420A-REF-01)'
  15. 'Rendering Provider Reference Identification Qualifier-2 (2310B/2420A-REF-01)'
  16. 'Rendering Provider Identification Code-2 (2310B/2420A-REF-02)'
  17. 'Specify How Rendering Provider Information Should Be Populated'
  18. Enter/select values for fields noted above (and any other fields/sections as desired).
  19. Click 'Submit' button to file Guarantor/Program Billing Defaults template.
  20. Select 'Edit Template' in 'Action field and select previously filed Guarantor/Program Billing Defaults template for review/edit.
  21. Navigate to '837 Professional' section of form.
  22. Ensure that previously entered/filed values for 837 Professional Rendering Provider (2310B/2420A) fields noted above are present for selected template.
  23. Open Crystal Reports or other SQL reporting tool.
  24. In Avatar Cal-PM SQL table 'SYSTEM.table_837_p_facility_prov_num', ensure that Guarantor/Program Billing Defaults template entries/records are present, including values for the following fields:
  25. 'rendering_entity_code'/'rendering_entity_value'
  26. 'rendering_first_name'
  27. 'rendering_last_org_name'
  28. 'rendering_middle_name'
  29. 'rendering_suffix'
  30. 'rendering_id_qual_code'/'rendering_id_qual_value'
  31. 'rendering_id'
  32. 'rendering_taxonomy'
  33. 'rendering_ref_qual_code'/'rendering_ref_qual_value'
  34. 'rendering_ref_id'
  35. 'rendering_ref_qual2_code'/'rendering_ref_qual2_value'
  36. 'rendering_ref_id2'
  37. 'use_rnd_if_notfound_code'/'use_rnd_if_notfound_value'
Scenario 3: 'Electronic Billing' - Verification of Rendering Provider (2310B/2420A) Information
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Rendering Provider Name (Loop 2310B)' must be enabled
  • 'Rendering Provider' must be selected in 'Select Type Of Information To Include In Rendering Provider Name (2310B)' field for applicable 'Guarantor/Program Billing Defaults' template
  • One or more service(s) eligible for Avatar Cal-PM 837 Professional file inclusion (via 'Electronic Billing' form)
Steps
  1. Open Avatar Cal-PM 'Electronic Billing' form.
  2. Note - Acceptance testing may also be confirmed via Avatar Cal-PM 'Quick Billing' form/functionality.
  3. Select '837 Professional' in the 'Billing Form' field.
  4. Select 'Sort File' in the 'Billing Options' field.
  5. Enter/select 837 Professional file sorting criteria.
  6. Click 'Process' button to sort/generate 837 Professional file.
  7. Select 'Dump File' in the 'Billing Options' field (or select 'Create File On Server' to review output file directly).
  8. Select 'Print' in the 'Print Or Delete Report' field.
  9. Select 837 Professional file sorted which includes services and click 'Process' button to display 837 Professional outbound file data.
  10. In Avatar PM 837 Professional format outbound electronic billing file data - ensure that 2310B Rendering Provider Name loop/segment values (and 2420A Rendering Provider Name if included) reflect information from service practitioner or 'Guarantor/Program Billing Defaults' template values according to 'Specify How Rendering Provider Information Should Be Populated' field as follows:
  11. If 'Do Not Use Information From The Guarantor/Program Level' is selected (or if no value is selected):
  12. 2310B/2420A Rendering Provider Name loop/segments for all claims/services will be populated with information from service practitioner reporting values defined (via Avatar Cal-PM 'Practitioner Numbers By Guarantor and Program' or 'Practitioner Enrollment' forms)
  13. If practitioner is not defined for service or if service practitioner reporting values are not defined, 2310B/2420A Rendering Provider Name information will not be included
  14. If 'Always Use Information From The Guarantor/Program Level For Both Name And Identification' is selected:
  15. 2310B/2420A Rendering Provider Name loop/segments for all claims/services will be populated with information from 'Rendering Provider...' fields in applicable Avatar Cal-PM 'Guarantor/Program Billing Defaults' form/template
  16. If 'Rendering Provider...' field values in applicable Avatar Cal-PM 'Guarantor/Program Billing Defaults' form/template are not defined, 2310B/2420A Rendering Provider Name information will not be included
  17. If 'Use Information From The Guarantor/Program Level For Both Name And Identification If No Practitioner Found' is selected:
  18. 2310B/2420A Rendering Provider Name loop/segments will be populated with information from service practitioner reporting values defined where practitioner is defined for service; 2310B/2420A Rendering Provider Name loop/segments will be populated with information from 'Rendering Provider...' fields in applicable Avatar Cal-PM 'Guarantor/Program Billing Defaults' form/template where practitioner is not defined for service
  19. If practitioner is defined for service but service practitioner reporting values are not defined, 2310B/2420A Rendering Provider Name information will not be included
  20. If practitioner is not defined for service and 'Rendering Provider...' field values in applicable Avatar Cal-PM 'Guarantor/Program Billing Defaults' form/template are not defined, 2310B/2420A Rendering Provider Name information will not be included
  21. If 'Use Information From The Guarantor/Program Level For Identification Only But Just When A Practitioner Is Found Who Lacks Identification Information' is selected:
  22. 2310B/2420A Rendering Provider Name loop/segments will be populated with identification information (2310B/2420A NM1-08/09, 2310B/2420A PRV, 2310B/2420A REF) from service practitioner reporting values if defined; 2310B/2420A Rendering Provider Name loop/segments will be populated with identification information (2310B/2420A NM1-08/09, 2310B/2420A PRV, 2310B/2420A REF) from 'Rendering Provider...' fields in applicable Avatar Cal-PM 'Guarantor/Program Billing Defaults' form/template where practitioner is defined for service but service practitioner reporting values are not defined
  23. If practitioner is defined for service but service practitioner reporting values are not defined and 'Rendering Provider...' field values in applicable Avatar Cal-PM 'Guarantor/Program Billing Defaults' form/template are not defined, 2310B/2420A Rendering Provider Name information will not be included
  24. If practitioner is not defined for service, 2310B/2420A Rendering Provider Name information will not be included
  25. In Avatar PM 837 Professional format outbound electronic billing file data - ensure that 2310B Rendering Provider Individual or Organizational Name (NM) values (and 2420A Rendering Provider Name if included) reflect information from service practitioner reporting values defined (via Avatar Cal-PM 'Practitioner Numbers By Guarantor and Program' or 'Practitioner Enrollment' forms) or from the following 'Guarantor/Program Billing Defaults' template fields where applicable:
  26. 'Rendering Provider Entity Type Qualifier (2310B/2420A-NM1-02)'
  27. 'Rendering Provider Last Or Organization Name (2310B/2420A-NM1-03)'
  28. 'Rendering Provider First Name (2310B/2420A-NM1-04)'
  29. 'Rendering Provider Middle Name (2310B/2420A-NM1-05)'
  30. 'Rendering Provider Name Suffix (2310B/2420A-NM1-07)'
  31. 'Rendering Provider Identification Code Qualifier (2310B/2420A-NM1-08)'
  32. 'Rendering Provider Identification Code (2310B/2420A-NM1-09)'
  33. Examples:
  34. NM1*82*1*RENDERINGLASTNAME*RENDERINGFIRSTNAME****XX*1245319599~
  35. NM1*82*1*RENDERINGLASTNAME*RENDERINGFIRSTNAME*RENDERMIDDLE**SR~
  36. NM1*82*2*RENDERINGORGNAME*****XX*1245319599~
  37. NM1*82*2*RENDERINGORGNAME~
  38. In Avatar PM 837 Professional format outbound electronic billing file data - ensure that 2310B Rendering Provider Specialty Information/Taxonomy Code (PRV) value reflects information from service practitioner reporting values defined (via Avatar Cal-PM 'Practitioner Numbers By Guarantor and Program' or 'Practitioner Enrollment' forms) or from the following 'Guarantor/Program Billing Defaults' template field where applicable:
  39. 'Rendering Provider Taxonomy Code (2310B/2420A-PRV-03)'
  40. Example:
  41. PRV*PE*PXC*1223G0001X~
  42. In Avatar PM 837 Professional format outbound electronic billing file data - ensure that 2310B Rendering Provider Secondary Identification (REF) values reflect information from service practitioner reporting values defined (via Avatar Cal-PM 'Practitioner Numbers By Guarantor and Program' or 'Practitioner Enrollment' forms) or from the following 'Guarantor/Program Billing Defaults' template fields where applicable:
  43. 'Rendering Provider Reference Identification Qualifier (2310B/2420A-REF-01)'
  44. 'Rendering Provider Reference Identification (2310B/2420A-REF-01)'
  45. 'Rendering Provider Reference Identification Qualifier-2 (2310B/2420A-REF-01)'
  46. 'Rendering Provider Identification Code-2 (2310B/2420A-REF-02)'
  47. Example:
  48. REF*1G*X99999~
  49. Note - If 'Health Care Financing Administration National Provider Identifier' (NPI) is selected/included in Rendering Provider Identification Code Qualifier/Code (2310 NM1-08/NM1-09), 2310B-REF/2420A-REF loops/segments will not be included in 837 Professional claim
  50. In Avatar PM 837 Professional format outbound electronic billing file data - ensure that 2420A Rendering Provider Individual or Organizational Name (NM), 2420A Rendering Provider Specialty Information/Taxonomy Code (PRV) and 2420A Rendering Provider Secondary Identification (REF) loop/segments reflect information from service practitioner or 'Guarantor/Program Billing Defaults' template values as configured/detailed above where 2420A Rendering Provider Name Information is included in 837 Professional claims.
  51. Note - 2420A Rendering Provider Name loop/segments may be excluded from 837 Professional claims in case where 'If The Loop/Segment Information At The Service Level Is The Same As The Loop/Segment Information At The Claim Level (e.g. Service Facility Location Loop), Do You Want The Loop/Segment At The Service Level To Be Skipped?' is set to 'Yes' for applicable 'Guarantor/Program Billing Defaults' template
  52. Note - If 'Health Care Financing Administration National Provider Identifier' (NPI) is selected/included in Rendering Provider Identification Code Qualifier/Code (2420A NM1-08/NM1-09), 2420A-REF loops/segments will not be included in 837 Professional claim
Topics
• Electronic Billing • File Import • Guarantor/Program Billing Defaults • NX
Update 62 Summary | Details
File Import - Client Charge Input
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Specific Section Modeling (PM)
  • File Import
  • Client Ledger
Scenario 1: File Import - Client Charge Input - 'SS Treatment ICD-10 Code' and 'SS Treatment Integer' fields.
Specific Setup:
  • Site Specific Section Modeling has been used to add the following fields, at a minimum, to the ‘Client Charge Input’ and ‘Edit Service Information’ forms. Use the ‘Product Custom Logic Definition’ field to assign the values for 'SS Treatment Integer 1’ - 'SS Treatment Integer 9’.
  • 'SS Treatment Integer 1’ - Use As First Field To Calculate Duration.
  • 'SS Treatment Integer 2’ - Use As Second Field To Calculate Duration.
  • 'SS Treatment Integer 3’ - Use As Third Field To Calculate Duration.
  • 'SS Treatment Integer 4’ - Use As First Field To Calculate Co-Practitioner Duration.
  • 'SS Treatment Integer 5’ - Use As Second Field To Calculate Co-Practitioner Duration.
  • 'SS Treatment Integer 6’ - Use As Second Field To Calculate Co-Practitioner Duration.
  • 'SS Treatment Integer 7’ - Use As First Field To Calculate Co-Practitioner 2 Duration.
  • 'SS Treatment Integer 8’ - Use As Second Field To Calculate Co-Practitioner 2 Duration.
  • 'SS Treatment Integer 9’ - Use As Third Field To Calculate Co-Practitioner 2.
  • 'SS Treatment Integer 10’.
  • 'SS Treatment ICD-10 Code 1’.
  • 'SS Treatment ICD-10 Code 2’.
  • 'SS Treatment ICD-10 Code 3’.
  • 'SS Treatment ICD-10 Code 4’.
  • 'SS Treatment ICD-10 Code 5’.
  • File Import – Client Charge Input:
  • A test file has been created which includes the fields above and all required fields. Note the information in the file.
  • The update zip file contains the ‘Avatar_Cal-PM_File_Import_Record_Layouts’ spreadsheet for guidance.
Steps
  1. Open ‘File Import’.
  2. Select ‘Client Charge Input’ in ‘File Type’.
  3. Validate that ‘Upload New File’ is selected in ‘Action’.
  4. Click [Process Action] and select the file from setup.
  5. Click [Open].
  6. Select ‘Compile/Validate File’ in ‘Action’.
  7. Select the file from setup.
  8. Click [Process Action].
  9. Click [OK] on the compile message.
  10. Select ‘Post’ in ‘Action’.
  11. Select the file from setup.
  12. Click [Process Action].
  13. Click [OK] on the posted message.
  14. Close the form.
  15. Open ‘Edit Service Information’.
  16. Enter the ‘Client ID’ and select the client.
  17. Click [Select Service(s) To Edit].
  18. Select the desired service in the ‘Select Services(s) To Edit’ checklist.
  19. Click [OK].
  20. Validate that the ‘Duration (Minutes)’, ‘Co-Practitioner Duration (Minutes)’, and ‘Second Co Staff Duration (Minutes)’ fields contain the sum of the three fields for each practitioner’s duration.
  21. Also, validate that the other service information matches the information in the imported file.
  22. Close the form.
  23. If desired, open ‘Client Ledger’.
  24. Select the ‘Client ID’ from the import file.
  25. Select ‘All Episodes’ in ‘Claim/Episode/All Episodes’.
  26. Select the desired ‘From Date’.
  27. Select the desired ‘To Date’.
  28. Select ‘Simple’ in ‘Ledger Type’.
  29. Click [Process].
  30. Validate that the report contains the service information in the import file.
  31. Close the report.
  32. Close the form.
Topics
• Client Charge Input • Site Specific Section Modeling
Update 63 Summary | Details
Reports - 'Bed Availability Report' and 'Official Census Report'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Bed Availability Report
  • Official Census Report
Scenario 1: Bed Availability Report - Validating bed availability after 'Bed Assignment'
Specific Setup:
  • Inpatient client assigned to a room and bed (Client A).
Steps
  1. Select "Client A" and access the 'Bed Assignment' form.
  2. Assign a 'Unit', 'Room' and 'Date/Time of Bed Assignment'.
  3. Click [Submit].
  4. Access the 'Bed Availability Report' form.
  5. Select "Individual" in the 'For Individual Unit Or All' field.
  6. Select "Room/Bed" in the 'Sort By Room/Bed Or Alpha' field.
  7. Select the unit for "Client A" in the 'For Unit' field.
  8. Click [Process].
  9. Validate the 'Bed Availability Report' is displayed as expected.
  10. Validate the 'Client Name' field contains "Client A" for the unit/room selected in the previous steps.
  11. Click [Dismiss] and close the form.
Scenario 2: Validate the 'Official Census Report'
Steps
  1. Access the 'Official Census Report' form.
  2. Enter the desired date in the 'Date' field.
  3. Select the desired value in the 'Treatment Setting' field.
  4. Click [Process].
  5. Validate the 'Official Census Report' is displayed as expected.
  6. Click [Dismiss] and close the form.
Topics
• Bed Assignment • Bed Availability Report • Official Census Report
Update 68 Summary | Details
CPT Place of Service Override
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
  • Financial Eligibility
  • Print Bill
  • Electronic Billing
  • CPT Place Of Service Override
  • Guarantors/Payors
  • File Import
Scenario 1: Cal-PM - CPT Place of Service Override - Billing
Specific Setup:
  • Registry Settings: Avatar PM->System Maintenance->Service Code Maintenance->->->Allow CPT Place Of Service Override = 'Y'.
  • User Definition is used to give the tester access to the form 'CPT Place Of Service Override' and the tables 'table_cpt_place_override' and 'table_cpt_pos_template_def'.
  • CPT Code Definition: Identify two codes that are associated to two different service codes in ‘Service Fee/Cross Reference Maintenance’.
  • Service Codes:
  • Service Code 1: Is associated to CPT Code 1.
  • Service Code 2: Is associated to CPT Code 2.
  • Client: Select an outpatient client.
  • Note the program.
  • Ensure that the client has an active Diagnosis record.
  • Ensure the client has an active Financial Eligibility record. Note the guarantor.
  • Program Maintenance is used to note the ‘Location’.
  • Client Charge Input: Create a service for each of the service codes. Note the date(s) of service.
  • Client Ledger: Verify that the services distributed to the guarantor noted above.
  • Close Charges is used to close the charges.
  • Create Interim Billing Batch File is used to create a batch specific to the guarantor, program, and client.
  • Print Bill is used to create an unclaimed bill for the interim batch.
  • Print the report for further comparison. The service line will contain the service date, location code, CPT Code, and other details.
  • Electronic Billing is used to create an unclaimed bill for the interim batch.
  • Print the dump file for further comparison. The ‘CLM’ segment will contain the location in field 5 (CLM05). The ‘SV1’ will contain the location in field 5 (SV105).
Steps
  1. Open ‘CPT Place Of Service Override’.
  2. Select ‘Add’ in ‘Action’.
  3. Enter desired value in ‘Template Name’.
  4. Select the client’s guarantor in ‘Guarantor’.
  5. Select the client’s program in ‘Program’.
  6. Select ‘Individual’ in ‘All or Individual Service Code’.
  7. Enter ‘Service Code 1’ in ‘Select Service’.
  8. Validate that the service is saved in ‘Selected Service(s)’.
  9. Select ‘Individual’ in ‘All or Individual CPT Code’.
  10. Enter ‘CPT Code 1’ in ‘Select CPT’.
  11. Validate that the code is saved in ‘Selected CPT(s)’.
  12. Select desired value in ‘All or Individual Location’.
  13. Enter ‘Modifiers’, if desired.
  14. Select a location value that differs from the ‘Print Bill’ location in ‘Place Of Service (HCFA 24-B)’.
  15. Select a location value that differs from the ‘Electronic Billing’ location in ‘Place Of Service (837 Professional)’.
  16. Click [Submit].
  17. Close the form.
  18. Open ‘Print Bill’ and print an unclaimed bill for the interim batch.
  19. Validate that the location for Service Code 1 now contains the value selected in ‘Place Of Service (HCFA 24-B)’.
  20. Validate that the location for Service Code 2 contains the value that was in bill printed during Setup.
  21. Close the report.
  22. Close the form.
  23. Open ‘Electronic Billing’ and create an unclaimed bill for the interim batch.
  24. Validate that the ‘CLM’ LOCATION now contains the value selected in ‘Place Of Service (837 Professional)’.
  25. Validate that the ‘SV1’ location for Service Code 1 now contains the value selected in ‘Place Of Service (837 Professional)’.
  26. Validate that the ‘SV1’ location for Service Code 2 contains the value that was in the dump file printed during Setup.
  27. Close the report.
  28. Close the form.
Scenario 2: File Import - CPT Place of Service Override
Specific Setup:
  • The 'Avatar_Cal-PM_File_Import_Record_Layouts' is included in the update zip file to aid in creating the test files for File Import.
  • Registry Settings:
  • Note the value of the 'Avatar PM->System Maintenance->File Import->->->Import File Delimiter' setting to determine how to build the test files for File Import.
  • Avatar PM->System Maintenance->Service Code Maintenance->->->Allow CPT Place Of Service Override = 'Y'.
  • User Definition is used to give the tester access to the form 'CPT Place Of Service Override' and the tables 'table_cpt_place_override' and 'table_cpt_pos_template_def'.
  • Service Codes: Select one or more for the File Import test files.
  • Guarantors/Payors: Select one or more for the File Import test files.
  • Program Maintenance: Select one or more for the File Import test files.
  • CPT Code Definition: Select one or more for the File Import test files.
  • Dictionary Update:
  • Client:
  • Print dictionary '(578) Place Of Service (HCFA 24-B)' to select a value for the File Import test files.
  • Print dictionary '(579) Place Of Service (837 Professional)' to select a value for the File Import test files.
  • Print dictionary '(10006) Location' to select values for the File Import test files.
  • Other Tabled Files:
  • Print dictionary '(556) Action' to select values for the File Import test files.
  • Create a file import item with an 'Action' of '1' which will 'add' the 'CPT Place Of Service Override Template' when posted. There will be no value in the 'Template ID' field.
  • Copy the 'add' file and edit the 'Action' to be '2' to make it an 'edit' file. Edit at least one thing in the file, such as the 'Modifier' field.
  • After the 'Add' file is posted, the 'Template ID' will need to be added to this file.
  • Copy the 'edit' file and edit the 'Action' to be '3' to make it a 'delete' file.
  • After the 'Add' file is posted, the 'Template ID' will need to be added to this file.
Steps
  1. Open ‘File Import’.
  2. Select ‘CPT Place Of Service Override’ in ‘File Type’.
  3. Upload, compile, print, and post the file that will add the template.
  4. Close the form.
  5. Open ‘CPT Place Of Service Override’.
  6. Click [Display CPT Place Of Service Overrides].
  7. Validate that the ‘CPT Place Of Service Override Report’ opens.
  8. Validate that the report contains the data that was submitted in the posted file.
  9. Close the report.
  10. Select ‘Edit’ in ‘Action’.
  11. Select the imported template in ‘Select Template’.
  12. Validate the template data.
  13. Close the form.
  14. Open ‘File Import’.
  15. Select ‘CPT Place Of Service Override’ in ‘File Type’.
  16. Upload, compile, print, and post the file that will edit the template.
  17. Close the form.
  18. Open ‘CPT Place Of Service Override’.
  19. Click [Display CPT Place Of Service Overrides].
  20. Validate that the ‘CPT Place Of Service Override Report’ opens.
  21. Validate that the report contains the edited data that was submitted in the posted file.
  22. Close the report.
  23. Select ‘Edit’ in ‘Action’.
  24. Select the imported template in ‘Select Template’.
  25. Validate the edited template data.
  26. Close the form.
  27. Open ‘File Import’.
  28. Select ‘CPT Place Of Service Override’ in ‘File Type’.
  29. Upload, compile, print, and post the file that will delete the template.
  30. Close the form.
  31. Open ‘CPT Place Of Service Override’.
  32. Click [Display CPT Place Of Service Overrides].
  33. Validate that the ‘CPT Place Of Service Override Report’ opens.
  34. Validate that the report does not contain the template.
  35. Close the report.
  36. Select ‘Edit’ in ‘Action’.
  37. Validate that the template is not available in ‘Select Template’.
  38. Close the form.
Topics
• 837 Professional • Database Management • File Import • NX • Print Bill
Update 73 Summary | Details
Diagnosis - 'Add To Problem List' functionality
Scenario 1: Diagnosis - Add new / Add to Problem List
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add] if present.
  3. Select any value for the 'Type of Diagnosis' field.
  4. Enter the desired values for the 'Date of Diagnosis' and 'Time of Diagnosis' fields.
  5. Click [New Row].
  6. Enter any value in the 'Diagnosis Search' field and press the 'Enter' key.
  7. Validate "Powered By IMO Terminology" displays under the search results.
  8. Select a diagnosis that has an associated SNOMED code.
  9. Populate any desired and required fields.
  10. Select "Yes" in the 'Add to Problem List' field.
  11. Submit the form.
  12. Access the 'Problem List' form.
  13. Click [Enter Problems].
  14. Validate the new diagnosis is included.
  15. Click [View - DSM/IDC Code].
  16. Validate a dialog opens with the DSM/IDC code data for the problem.
  17. Close out of the dialog.
  18. Click [View - System Notes].
  19. Validate the dialog displays the user information for the problem.
  20. Close out of the dialog.
  21. Click [Close/Cancel].
  22. Close the form.
Scenario 2: Diagnosis / Add to Problem List
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Add a diagnosis.
  3. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  4. Do not select a value in the 'Add To Problem List' field.
  5. Click [Submit] and close the form.
  6. Select "Client A" and access the 'Problem List' form.
  7. Click [View/Enter Problems].
  8. Validate the 'Problem List' grid does not contain the problem added via the 'Diagnosis' form.
  9. Close the form.
  10. Select "Client A" and access the 'Diagnosis' form.
  11. Edit the previously filed diagnosis.
  12. Select "Yes" in the 'Add To Problem List' field.
  13. Click [Submit] and close the form.
  14. Select "Client A" and access the 'Problem List' form.
  15. Click [View/Enter Problems].
  16. Validate the 'Problem List' grid contains the problem added via the 'Diagnosis' form.
  17. Close the form.
Scenario 3: Diagnosis - Add new / Add to Problem List
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add] if present.
  3. Select any value for the 'Type of Diagnosis' field.
  4. Enter the desired values for the 'Date of Diagnosis' and 'Time of Diagnosis' fields.
  5. Click [New Row].
  6. Enter any value in the 'Diagnosis Search' field and press the 'Enter' key.
  7. Validate "Powered By IMO Terminology" displays under the search results.
  8. Select a diagnosis that has an associated SNOMED code.
  9. Populate any desired and required fields.
  10. Select "Yes" in the 'Add to Problem List' field.
  11. Submit the form.
  12. Access the 'Problem List' form.
  13. Click [Enter Problems].
  14. Validate the new diagnosis is included.
  15. Click [View - DSM/IDC Code].
  16. Validate a dialog opens with the DSM/IDC code data for the problem.
  17. Close out of the dialog.
  18. Click [View - System Notes].
  19. Validate the dialog displays the user information for the problem.
  20. Close out of the dialog.
  21. Click [Close/Cancel].
  22. Close the form.
Topics
• Diagnosis • Problem List
Update 84 Summary | Details
Diagnosis - 'Problem Classification' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
Scenario 1: Diagnosis - Add new / Add to Problem List
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add] if present.
  3. Select any value for the 'Type of Diagnosis' field.
  4. Enter the desired values for the 'Date of Diagnosis' and 'Time of Diagnosis' fields.
  5. Click [New Row].
  6. Enter any value in the 'Diagnosis Search' field and press the 'Enter' key.
  7. Validate "Powered By IMO Terminology" displays under the search results.
  8. Select a diagnosis that has an associated SNOMED code.
  9. Populate any desired and required fields.
  10. Select "Yes" in the 'Add to Problem List' field.
  11. Submit the form.
  12. Access the 'Problem List' form.
  13. Click [Enter Problems].
  14. Validate the new diagnosis is included.
  15. Click [View - DSM/IDC Code].
  16. Validate a dialog opens with the DSM/IDC code data for the problem.
  17. Close out of the dialog.
  18. Click [View - System Notes].
  19. Validate the dialog displays the user information for the problem.
  20. Close out of the dialog.
  21. Click [Close/Cancel].
  22. Close the form.
Scenario 2: Diagnosis - Add new / Add to Problem List
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add] if present.
  3. Select any value for the 'Type of Diagnosis' field.
  4. Enter the desired values for the 'Date of Diagnosis' and 'Time of Diagnosis' fields.
  5. Click [New Row].
  6. Enter any value in the 'Diagnosis Search' field and press the 'Enter' key.
  7. Validate "Powered By IMO Terminology" displays under the search results.
  8. Select a diagnosis that has an associated SNOMED code.
  9. Populate any desired and required fields.
  10. Select "Yes" in the 'Add to Problem List' field.
  11. Submit the form.
  12. Access the 'Problem List' form.
  13. Click [Enter Problems].
  14. Validate the new diagnosis is included.
  15. Click [View - DSM/IDC Code].
  16. Validate a dialog opens with the DSM/IDC code data for the problem.
  17. Close out of the dialog.
  18. Click [View - System Notes].
  19. Validate the dialog displays the user information for the problem.
  20. Close out of the dialog.
  21. Click [Close/Cancel].
  22. Close the form.
Scenario 3: 'Diagnosis' form 'Problem Classification' field validation when defaulting diagnosis from a previous episode
Specific Setup:
  • The 'Avatar CWS->Problem List->->->->Problem Classification Required' registry setting is set to "Y".
  • A new code has been added to the Avatar CWS 'Dictionary Update' file 'Problem Classification'. This is in field 16250.
Steps
  1. Access the 'Diagnosis' form for any client.
  2. Add a new diagnosis for the client. Note the episode selected as it will be used in later steps.
  3. Complete required fields as needed.
  4. Select 'Y' in the 'Add to Problem List' field.
  5. Do not populate the 'Problem Classification' field at this time.
  6. Click [Submit].
  7. Access the 'Diagnosis' form again for the same client.
  8. Select 'Add' on the pre-display. Do not select the existing diagnosis.
  9. Select the episode used in the above steps in the 'Select Episode To Default Diagnosis Information From' field.
  10. Select the diagnosis entered in the above steps in the 'Select Diagnosis To Default Information From' field.
  11. Click on the existing diagnosis row to populate the detail fields.
  12. Click on the 'Problem Classification' field. Verify that all codes for selection display in the drop down list, including the newly added code (see Setup section).
  13. Select a code from the drop down list.
  14. Click [Submit] and close the form.
Topics
• Diagnosis • Problem List
Update 85 Summary | Details
Avatar Cal-PM is updated to capture additional information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
Scenario 1: 'Facility Defaults' form - field validations
Steps
  1. Access the 'Facility Defaults' form.
  2. Populate any desired fields.
  3. Click [Submit].
  4. Access Crystal Reports or other SQL Reporting tool.
  5. Create a report using the 'SYSTEM.table_facility_defaults' SQL table.
  6. Validate a row is displayed for the data on file.
  7. Validate the following audit fields are displayed and are populated accordingly:
  8. data_entry_by
  9. data_entry_by_option
  10. data_entry_date
  11. data_entry_time
  12. data_entry_user_id
  13. data_entry_user_name
  14. option_id
  15. option_desc
  16. The following audit fields will only be populated in a UTC enabled system:
  17. data_entry_utc
  18. data_entry_timezone_info_all
  19. data_entry_time_j
  20. data_entry_offset
  21. data_entry_timezone_short
  22. Close the report.
Scenario 2: 'ClinicianServicesV2' Web Service - Verification Of 'putClinicianCreation' Filing
Steps
  1. Using the 'ClinicianServicesV2' web service, submit a request using the 'putClinicianCreation' method to create new 'Practitioner Enrollment' record (and optionally Avatar MSO Performing Provider Registration record), including a value for the 'ClinicianOfficeAddressDate' field/segment.
  2. Confirm the 'ClinicianServicesV2' web service responds with confirmation data on successful filing of 'putClinicianCreation' method.
  3. Example: "<Confirmation>Practitioner ID:000017||||First Name:FIRSTNAME||Last Name:LASTNAME||Registration Date:01/01/2022||NPI:123456789</Confirmation>"
  4. Confirm the 'ClinicianServicesV2' web service responds with confirmation message on successful filing of 'putClinicianCreation' method.
  5. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  6. Confirm the 'ClinicianServicesV2' web service responds with successful status value on successful filing of 'putClinicianCreation' method.
  7. Example: " <Status>1</Status>"
  8. Access the 'Practitioner Enrollment' form and select the 'Practitioner Enrollment' record filed via web service for view/update.
  9. Confirm new 'Practitioner Enrollment' record is created with values/data submitted via web service including the 'Office Address - Start Date' field value (as well as values assigned for Avatar MSO 'Performing Provider' and 'Performing Provider Registration' practitioner association/link fields if enabled).
Scenario 3: 'ClinicianServicesV2' Web Service - Verification Of 'putClinicianUpdate' Filing
Steps
  1. Using the 'ClinicianServicesV2' web service, submit a request using the 'putClinicianUpdate' method to edit/update a 'Practitioner Enrollment' record (and optionally Avatar MSO Performing Provider Registration record if linked), including a value for the 'ClinicianOfficeAddressDate' field/segment.
  2. Confirm the 'ClinicianServicesV2' web service responds with confirmation data on successful filing of 'putClinicianUpdate' method.
  3. Example: "<Confirmation>Practitioner ID:000017||||First Name:FIRSTNAME||Last Name:LASTNAME||Registration Date:01/01/2022||NPI:123456789</Confirmation>"
  4. Confirm the 'ClinicianServicesV2' web service responds with confirmation message on successful filing of 'putClinicianUpdate' method.
  5. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  6. Confirm the 'ClinicianServicesV2' web service responds with successful status value on successful filing of 'putClinicianUpdate' method.
  7. Example: " <Status>1</Status>"
  8. Access the 'Practitioner Enrollment' form and select the 'Practitioner Enrollment' record filed via web service for view/update.
  9. Confirm the 'Practitioner Enrollment' record is updated with values/data submitted via web service including the 'Office Address - Start Date' field value.
Scenario 4: 'Practitioner Enrollment' - Form Verification
Specific Setup:
  • Crystal Reports or other SQL Reporting Tool.
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Select any existing practitioner for view/update.
  3. Validate the 'Office Address - Start Date' field is displayed.
  4. Enter any value in the 'Office Address - Start Date' field.
  5. Populate any other required and desired fields.
  6. Click [Submit].
  7. Access the 'Practitioner Enrollment' form.
  8. Select the same practitioner from the previous steps.
  9. Validate the 'Office Address - Start Date' field contains the value filed in the previous steps.
  10. Validate any other previously field data is displayed.
  11. Close the form.
  12. Access Crystal Reports or other SQL Reporting Tool.
  13. Create a report using the 'SYSTEM.staff_enrollment_history' SQL table.
  14. Navigate to the row for the practitioner used in the previous steps.
  15. Validate the 'office_add_date' field contains the value field in the previous steps.
  16. Close the report.
  17. Create a report using the 'SYSTEM.staff_current_demographics' SQL table.
  18. Navigate to the row for the practitioner used in the previous steps.
  19. Validate the 'office_add_date' field contains the value field in the previous steps.
  20. Close the report.
Scenario 5: Dictionary Update - Validate the 'Treatment Service' dictionary
Steps
  1. Access the 'Dictionary Update' form.
  2. Select "Client" in the 'File' field.
  3. Select "(101) Treatment Service" in the 'Data Element' field.
  4. Enter an existing code in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Validate the 'Extended Dictionary Data Element' field contains "(742) Encounter Code (FHIR)".
  7. Select "(742) Encounter Code (FHIR)" in the 'Extended Dictionary Data Element' field.
  8. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  9. Click [Apply Changes].
  10. Validate a message is displayed stating: Filed!
  11. Click [OK].
  12. Select the "Print Dictionary" section.
  13. Select "Client" in the 'File' field.
  14. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  15. Select "(101) Treatment Service" in the 'Data Element' field.
  16. Click [Print Dictionary].
  17. Validate the report displays the updated dictionary with the "Encounter Code (FHIR)" extended dictionary value populated.
  18. Close the report and the form.
Topics
• Dictionary • Facility Defaults • Practitioner • Query/Reporting • Web Services