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Avatar Cal-PM 2022 Update 27

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Known Limitations

NX functionality will be addressed in a future NX release

Product Update Form Description

An issue is resolved where the error message 'Annual Update Date: Annual Update Date must be at most 60 days earlier than one year after admission date.' may incorrectly display after submitting an 'Outside Provider Cal-OMS Annual Update' form.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Outside Provider Cal-OMS Annual Update - Annual Update Date
Resolves an issue to ensure that the 'Outside Provider Cal-OMS Annual Update' submits successfully when the 'Annual Update Date' is more than one year after admission date. KB0061105
Topics
• Cal-OMS • NX • Outside Provider Cal-OMS Annual Update
 
Acceptance Tests
AV-68464 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:
  • Admission (Outpatient)
  • Associate User ID With Outside Providers
  • Cal-OMS Admission
  • Dictionary Update
  • Outside Provider Cal-OMS Admission
  • Outside Provider Cal-OMS Annual Update
  • Outside Providers
  • Program Maintenance
  • Registry Settings (PM)
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