Skip to main content

Avatar Cal-PM 2022 Update 24

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Product Update Form Description

An issue is resolved where more than one license may be used while using the 'Spreadsheet Edit Service Information' form.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED1 FIXED0
Changed (1)
Spreadsheet Edit Service Information - saving data
The functionality for 'Spreadsheet Edit Service Information' is updated to create one job when data is saved.
Value Added: The creation of one job prevents additional license usage in the Management Portal.
Topics
• Edit Service Information
 
Acceptance Tests
AV-65038 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:
  • Client Charge Input
  • Client Ledger
  • Registry Settings (PM)
  • 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