Avatar Cal-PM 2022 Update 16

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar CareFabric 2022 Update 21

Additional Requirements

Avatar CareFabric 2022 Update 21

Product Update Form Description

The "ProviderConnect Enterprise" section of the 'Admission' form is updated to prevent deleting or editing mappings that have previously been filed.

Included Updates

None

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-79031 Details \| User Acceptance Tests Admission - "ProviderConnect Enterprise" section The "ProviderConnect Enterprise" section of the 'Admission' form is updated to prevent editing/deleting previously filed client mappings. Value Added: Support for ProviderConnect Enterprise	Topics • Admission • Admission (Outpatient) • ProviderConnect Enterprise

Acceptance Tests

AV-79031 Summary | Details

Admission - "ProviderConnect Enterprise" section

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission

Scenario 1: Admission - "ProviderConnect Enterprise" section

Specific Setup:

The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
The 'Managing Organization Definition' form must be configured for a valid managing organization.
A client must exist in the configured managing organization's system.
A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).

Steps

Access the 'Admission' form.
Verify the 'Select Client' dialog is displayed.
Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
Click [Search].
Validate a "Search Results" message is displayed stating: No matches found.
Click [OK] and [New Client].
Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
Click [Yes].
Enter the desired date in the 'Preadmit/Admission Date' field.
Enter the desired time in the 'Preadmit/Admission Time' field.
Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
Select the desired value in the 'Type Of Admission' field.
Select "Practitioner A" in the 'Admitting Practitioner' field.
Select the "ProviderConnect Enterprise Identifiers" section.
Click [Add New Item].
Select the defined managing organization in the 'External Organization' field.
Click [Search].
Select the matching client record in the 'Select Matching Client Record' dialog.
Click [OK].
Validate the 'External ID' field is disabled contains the client ID for the client in the managing organization's system.
Click [Update Demographics].
Validate an "Information" message is displayed stating: Client Demographics Information Updated.
Click [OK].
Select the "Demographics" section.
Validate demographic fields have been updated to match the managing organization's record.
Click [Submit].
Select the client admitted in the previous steps and access the 'Admission' form.
Select the "ProviderConnect Enterprise Identifiers" section.
Select the mapping filed in the previous steps and click [Edit Selected Item].
Validate the 'External Organization' field is disabled.
Validate the 'External ID' field is disabled.
Validate the 'Search' button is disabled.
Click [Delete Selected Item].
Validate an "Error" message is displayed stating: This mapping has already been created and cannot be deleted here. Please use the 'Delete ProviderConnect Enterprise Client Mapping' form to remove existing mappings.
Click [OK] and close the form.
Access Crystal Reports or other SQL Reporting Tool.
Select the PM namespace.
Create a report using the 'SYSTEM.pce_client_mapping' table.
Validate a row is displayed for the client mapping created in the previous steps.
Validate the 'ID' field contains a unique identifier (ex. 1||3||1).
Validate the 'FACILITY' field contains the facility (ex. 1).
Validate the 'external_PATID' field contains the ID of the client in the managing organization (ex. 16).
Validate the 'local_PATID' field contains the ID of the client (ex. 3).
Validate the 'managing_organization_ID' field contains the ID of the managing organization the client is mapped to (ex. 1).
Close the report.

Topics

• Admission • Admission (Outpatient) • ProviderConnect Enterprise