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Avatar Cal-PM 2022 Quarterly Release 2022.02 Details


Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required


  • Quick Billing
    Enhancements have been made to the Quick Billing process to allow a submission to process only one time.
Included Updates
None
Product Update Form Description
The 'Quick Billing' form is modified to not process the same quick billing again if middleware times out and tries to re-process.

Topics
• Quick Billing
  • Financial Eligibility - Medi-Cal Eligibility fields
    Resolves an issue to ensure that the Medi-Cal eligibility information are saved successfully after submission of the 'Financial Eligibility' form.
Included Updates
None
Product Update Form Description
An issue is resolved where Medi-Cal Eligibility fields were not saved after being filed and submitted in the 'Financial Eligibility' form.

Topics
• Financial Eligibility • NX
  • 'Client Other Healthcare Coverage' Registry Setting and Form
    The 'Add Support For Client Other Healthcare Coverage' Registry Setting is added to Avatar Cal-PM.
    When enabled, the Avatar Cal-PM 'Add Support For Client Other Healthcare Coverage' Registry Setting will add the 'Client Other Healthcare Coverage' form to system. The Avatar Cal-PM 'Client Other Healthcare Coverage' form can be used to enter Other Healthcare Coverage/Third Party Payer client information for use in 837 Professional/837 Institutional 'Electronic Billing' file generation where services originating in Avatar MSO are included.
Included Updates
None
Product Update Form Description
The 'Client Other Healthcare Coverage' form is added to Avatar Cal-PM.

Topics
• Registry Settings • NX • Electronic Billing • 837 Professional • 837 Institutional
  • Guarantors/Payors - Pregnancy Indicator
    The 'Pregnancy Indicator' section is added to the 'Guarantors/Payors' form to allow users to specify the postpartum period number of days by guarantor and optionally 'Aid Code' for services delivered to pregnant clients. This information is used in conjunction with the pregnancy start and end dates in the 'Women's Health History' form to populate the 2000B/2000C (Subscriber/Patient) loop in 837 Professional submissions. Additionally, separate 2000B/2000C (Subscriber/Patient) loops are now created for client services that occur within the pregnancy date range (including postpartum period, if any) and services that are outside of the pregnancy date range. Note this functionality is available only when the 'Enable Pregnancy Indicator / Date Of Last Menstrual Period' registry setting is enabled.
    The 837 process has been updated to allow for the creation of multiple 2000B loops within a single claim file / billing period – one 2000B and claim loop for dates of service that fall outside of the client’s pregnancy record and another for dates of services that fall within the client’s pregnancy record.
Included Updates
9
Product Update Form Description
The 'Pregnancy Indicator' section is added to the 'Guarantors/Payors' form to allow users to specify the postpartum period number of days by guarantor and optionally 'Aid Code' for services delivered to pregnant clients. This information is used in conjunction with the pregnancy start and end dates in the 'Women's Health History' form to populate the PAT-09 segment of the 2000B/2000C (Subscriber/Patient) loops in 837 Professional submissions. Additionally, separate 2000B/2000C (Subscriber/Patient) loops are now created for services occurring within the pregnancy date range (including postpartum period, if any) and services occurring outside of the pregnancy date range. Note this functionality is available only when the 'Enable Pregnancy Indicator / Date Of Last Menstrual Period' registry setting is enabled (has the value 'Y').

Topics
• 837 Professional
  • CSI Assessment - Closure Reason
    Resolves an issue to ensure that all the 'Closure Reason' values within the 'CSI Assessment' and 'CSI Assessment (Call Intake)' form are displaying the entire value when viewing them through a query or crystal report.
Included Updates
None
Product Update Form Description
The issue is resolved where some 'Closure Reason' values within the 'CSI Assessment' and 'CSI Assessment (Call Intake)' form are not displaying the entire value when viewing them through a query or crystal report.

Topics
• NX • CSI Assessment (Call Intake) • Csi Admission • CSI Assessment
  • Avatar NX - 'Alerts' quick action
    Ensure the 'Alerts' quick action functions the same as the 'Client Alerts' form in Avatar NX. Please note: Avatar NX User Interface 2022.04.00 is required for full functionality.
  • Avatar NX - 'Emergency Contact' quick action
    Ensure a space is automatically removed when entered in the 'Emergency Contact Name' field in the 'Emergency Contact' quick action in Avatar NX. Please note: Avatar NX User Interface 2022.04.00 is required for full functionality.
Included Updates
None
Additional Requirements
Avatar NX User Interface 2022.04.00
Product Update Form Description
The following issues are resolved: 1) A space in the 'Emergency Contact Name' NX 'Emergency Contact' Quick Action would produce the following error: "First name contains invalid characters". 2) The NX 'Alerts' Quick Action would not properly validate inputted data. 3) The NX 'Alerts' Quick Action would not populate data defined in the 'Alert Types' form.

Topics
• Client Alerts • myAvatar/myAvatar NX • NX • Quick Actions • Alert Types • Emergency Contact Information
  • 'Electronic Billing' Support for Services Originating in Avatar MSO
    An issue is resolved to ensure that 837 5010 Professional and Institutional files produced via the 'Electronic Billing' form produce the 2320-AMT (EAF) Remaining Patient Liability segment for Avatar MSO OHC (Other Healthcare Coverage) services where included in original claim.
Included Updates
14, 15
Required Updates
Avatar Cal-PM 2022 Update 15
Avatar Cal-PM 2022 Update 14
Product Update Form Description
The issue is resolved where the 837 5010 Professional and Institutional files produced via the 'Electronic Billing' form is not producing the 2320-AMT(EAF) segment for MSO OHC services.

Topics
• Electronic Billing • 837 Professional • 837 Institutional
  • Avatar Cal-PM Financial Eligibility Web Service
    An issue is resolved to ensure that Financial Eligibility updates filed via Netsmart ProviderConnect/Avatar Cal-PM Financial Eligibility web service are correctly accepted.
Included Updates
9, 19
Required Updates
Avatar Cal-PM 2022 Update 19
Product Update Form Description
The issue is resolved where Financial Eligibility updates in ProviderConnect are rejected in Avatar with error "Error: The following fields are invalid : ROW:1: Guarantor # : You cannot customize a family guarantor.".

Topics
• Financial Eligibility • Web Services
  • Avatar CalPM enhanced to display messaging for 'staff only' appointments.
    Avatar CalPM is enhanced for future functionality. This update is required to be installed with Avatar Appointment Scheduling 2022 Update 9. This update will resolve an issue where a 'staff only' appointment could be opened and edited by multiple users at the same time.
Included Updates
None
Product Update Form Description
Avatar Cal-PM is updated for future functionality.

Topics
• Scheduling Calendar • NX
  • The 'Add To Problem List' field can be set to default to 'Yes'.
    A Registry Setting 'Default Add To Problem List', when set to "Yes" will default the 'Add to Problem' list field to 'Yes'. In addition, the 'Diagnosis' form is modified to populate the 'System Notes' column in the 'Problem List' form. Please note: Avatar CWS 2022 Update #69 is required to use the new functionality.
  • The 'Estimated Onset Date' in the 'Diagnosis' form will update in the diagnosis grid.
    An issue is resolved to ensure that the 'Estimated Onset Date' in the 'Diagnosis' form will update when changes are filed.
Included Updates
None
Additional Requirements
Avatar 2022 CWS Update 69 is required for full functionality.
Avatar 2022 CareFabric Update 54 is required for full functionality.
Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality.
Product Update Form Description
The following changes are made: 1) The new registry setting 'Default 'Add To Problem List' to "Yes" on New Diagnosis' is added. 2) The 'Diagnosis' form is modified to populate the 'System Notes' column in the 'Problem List' form. Please note: Avatar CWS 2022 Update #69 is required to use the new functionality. 3) The issue is resolved where the 'Estimated Onset Date' in the 'Diagnosis' form was not being updated in the grid.

Topics
• Registry Settings • Diagnosis • Problem List
2021 Update 68 Summary | User Acceptance Tests
  • Quick Billing - Close Charges
    The 'Close Charges' option of 'Quick Billing' has been updated to close all services in the batch that is created by the 'Quick Billing' 'Create Interim Batch' option.
  • Re-Print Bill - Co-Practitioner
    An issue is resolved in the 'Re-Print Bill' form yo ensure that the co-practitioner services will print when the primary service is in another claim.
Included Updates
3, 4, 5, 10, 11, 15, 22, 23, 25, 26, 28, 35, 42, 44, 46, 47, 51, 52, 53, 55, 61, 63, 67
Required Updates
Avatar Cal-PM 2021 Update 23
Product Update Form Description
The following issues are resolved: 1) The 'Close Charges' form is not closing all charges for an interim batch. 2) The 'Re-Print Bill' form is not producing co-practitioner services on the HCFA-1500-NPI bill if the primary service is in another claim.

Topics
• Close Charges • NX • Quick Billing • Print Bill
2021 Update 78 Summary | User Acceptance Tests
  • Cal-Oms Annual Update Submission
    Resolves an issue to ensure that the 'Cal-OMS Annual Update' is submitted successfully for the client(s) with existing Cal-OMS Admission record(s) and eligible for Cal-OMS Annual Update filing.
Included Updates
None
Product Update Form Description
An issue is resolved where the error "[SUBSCRIPT]EmploymentStatus+8^CALOMSDisProcs" can occur when selecting 'Employment Status' in the 'Cal-OMS Annual Update' form

Topics
• Cal-Oms Admission • NX
2021 Update 81 Summary | User Acceptance Tests
  • Partnership Assessment - the 'Enable MHSA Assessment Fields' registry setting is set to "Y"
    The 'Partnership Assessment Form' (Education section) is updated to allow user to select specific value in the 'Highest Level of Education Completed:' field.
  • Registry Setting - Exclude Services If No Treatment Plan
    System excludes the service from the electronic bill which is rendered on the admission date and there is no treatment plan for the service.
  • Site Specific Section Modeling - Validating 'Prompt Definition' Section
    Resolves an issue to ensure that the "Assigned To" field in the 'Prompt Definition' section of the Site Specific Section Modeling 'PATIENT40000 (Disclosure Management) Request' can be accessed to edit/view.
  • Client Merge - Merging outpatient episodes
    Resolves an issue to ensure that the SYSTEM.site_specific_tx_history.EPISODE_NUMBER SQL table field is updated to reflect the new episode number when performing a client merge and the source client has one or more site specific fields populated as part of the service.
Included Updates
12, 18
Product Update Form Description
The following issues are resolved: 1) The system will allow services rendered on the admission date to bill on an 837 electronic bill without a finalized treatment plan if the 'Treatment Plan Required?' field is set to "Yes" and 'Number Of Days After Admission That Treatment Plan Is Required' field is set to "0" on the 'Program Maintenance' form. 2) The "[SUBSCRIPT]GetAlternateLookups+4^GUISSTabModeling1" error can occur when editing the 'Assigned To' and 'Requesting Organization or Individual' fields of the 'Disclosure Management' form in the 'Site Specific Section Modeling' form (Prompt Definition section). 3) When performing a client merge, the SYSTEM.site_specific_tx_history.EPISODE_NUMBER SQL table field is not updated to reflect the new episode number. Additionally, the 'Highest Level of Education Completed:' field on the 'Partnership Assessment Form' (Education section) form and the 'Level of education completed' field on the 'Key Event Tracking Form' (Education section) form are updated to allow any selection.
Topics
• Partnership Assessment Form • Key Event Tracking • NX • Registry Settings • 837 Professional • Site Specific Section Modeling