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Avatar Cal-PM 2022 Update 32

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Product Update Form Description

An issue is resolved where the 'CANS/PSC35 Submission' and 'CANS/PCS File Import' process would default the 'Client Index Number' to '00000000' if no 'Client Index Number' was found in the Client's Financial Eligibility record.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
'CANS/PSC35 Submission' And 'CANS/PCS File Import' Forms
An issue is resolved to ensure that the Avatar Cal-PM 'CANS/PSC35 Submission' and 'CANS/PCS File Import' forms/processes do not default the 'Client Index Number' as '00000000' if no 'Client Index Number' is found in the Client's Financial Eligibility record.
Topics
• CANS/PSC35 File Import • CANS/PSC35 Submission • NX
 
Acceptance Tests
AV-76704 Summary | Details
'CANS/PSC35 Submission' And 'CANS/PCS File Import' Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CANS/PSC35 File Import
  • CANS/PSC35 Submission - CANS Report
  • CANS/PSC35 Submission - CANS/PSC-35 Error Report
  • CANS/PSC35 Submission - PSC-35 Report
  • Child and Adolescent Needs and Strengths
  • Financial Eligibility
  • CANS/PSC35 Submission
Scenario 1: 'CANS/PSC35 Submission' form - Verification of CANS File Compilation with 'Subscriber Client Index Number' Value Present in Financial Eligibility Record
Specific Setup:
  • Client with 'Child and Adolescent Needs and Strengths' record eligible for CANS/PSC file inclusion
  • 'Subscriber Client Index Number' value present in 'Financial Eligibility' record for client/episode/guarantor eligible for 'CANS/PSC35 Submission' reporting
Steps
  1. Open the Avatar Cal-PM 'CANS/PSC35 Submission' form (under 'Avatar PM / System Maintenance / Client Maintenance' menu).
  2. Select value in 'CANS/PSC Selection' field.
  3. Select 'Compile' in 'Option' field, and enter values for 'From Date' and 'Through Date' criteria fields.
  4. Click 'Submit' button to compile CANS (or PSC35) Submission file.
  5. Ensure user is presented with a confirmation dialog noting 'Submitting has completed. Do you with to return to form?'; click 'Yes' button to return to 'CANS/PSC35 Submission' form.
  6. Select 'Print' in 'Option' field, and select compiled file in 'Select File To Print/Submit' field.
  7. Click 'Print Selected File Information' button to display CANS/PSC35 Submission file compilation data/results.
  8. In CANS/PSC35 Submission file report/data, ensure that where 'Subscriber Client Index Number' value is present in 'Financial Eligibility' record for client/episode/guarantor included in CANS/PSC35 Submission file compilation, CANS/client record data is successfully included in submission data (with 'Client Index Number (CIN)' value as defined in relevant 'Financial Eligibility' record for client/episode/guarantor).
  9. Select 'Submit (Create File)' in 'Option' field, and select compiled file in 'Select File To Print/Submit' field.
  10. Select 'Final' or 'Review' in 'Create File' field.
  11. Click 'Submit' button to create CANS (or PSC35) Submission file on server.
  12. Ensure that CANS (or PSC35) Submission file is created on server (in output path/location defined via 'Facility Defaults' form).
Scenario 2: 'CANS/PSC35 Submission' form - Verification of CANS File Sorting with 'Subscriber Client Index Number' Value Not Present in Financial Eligibility Record
Specific Setup:
  • Client with 'Child and Adolescent Needs and Strengths' record eligible for CANS/PSC file inclusion
  • 'Subscriber Client Index Number' value not present in 'Financial Eligibility' record for client/episode/guarantor eligible for 'CANS/PSC35 Submission' reporting
Steps
  1. Open the Avatar Cal-PM 'CANS/PSC35 Submission' form (under 'Avatar PM / System Maintenance / Client Maintenance' menu).
  2. Select value in 'CANS/PSC Selection' field.
  3. Select 'Compile' in 'Option' field, and enter values for 'From Date' and 'Through Date' criteria fields.
  4. Click 'Submit' button to compile CANS (or PSC35) Submission file.
  5. Ensure user is presented with a confirmation dialog noting 'Submitting has completed. Do you with to return to form?'; click 'Yes' button to return to 'CANS/PSC35 Submission' form.
  6. Select 'Print' in 'Option' field, and select compiled file in 'Select File To Print/Submit' field.
  7. Click 'Print Selected File Error(s)' button to display CANS/PSC35 Submission file compilation Error Report data/results.
  8. In CANS/PSC35 Submission file Error Report/data, ensure that where 'Subscriber Client Index Number' value is not present in 'Financial Eligibility' record for client/episode/guarantor included in CANS/PSC35 Submission file compilation, CANS/client record data is not successfully included in submission data and is included in Error Report with Error Message 'Please set Client Index Number for associated Client in Financial Eligibility for PATID ...'
Scenario 3: 'CANS/PSC35 File Import' form - Verification of CANS/PSC35 File Import
Specific Setup:
  • 'Subscriber Client Index Number' value not present in 'Financial Eligibility' record for client/episode/guarantor eligible for CANS/PSC35 File Import
  • CANS/PSC35 import file with one or more import rows where physical field 5 ('Client Index Number (CIN)') value is included in import file
  • CANS/PSC35 import file with one or more import rows where physical field 5 ('Client Index Number (CIN)') value is not included in import file
Steps
  1. Open the Avatar Cal-PM 'CANS/PSC35 File Import' form (under 'Avatar PM / System Maintenance / Client Maintenance' menu).
  2. Select CANS or PSC35 Import file for processing in the 'Filename' field.
  3. Click 'Submit' button to process file.
  4. Ensure user is presented with dialog noting 'The file load process has started and may take a while based on the size of the file. Exiting the form at this time will not stop the load process'; click 'OK' button to close dialog/continue.
  5. Ensure user is presented with a confirmation dialog noting 'Submitting has completed. Do you with to return to form?'; click 'Yes' button to return to 'CANS/PSC35 File Import' form.
  6. Following CANS or PSC35 Import file processing, ensure 'Current File Load Status' field displays file processing result information, including 'File Name', 'Total Records Processed' and 'Number of Error(s) Encountered' values for processed import file data.
  7. In CANS/PSC35 Import file processing results - Ensure that where 'Subscriber Client Index Number' value is present in 'Financial Eligibility' record for client/episode/guarantor included in CANS/PSC35 Import file compilation, CANS/PSC35 Import record data/row(s) with or without 'Client Index Number (CIN)' value is/are successfully compiled/posted (with 'Client Index Number (CIN)' value as defined in relevant 'Financial Eligibility' record for client/episode/guarantor).
  8. In CANS/PSC35 Import file processing results - Ensure that where 'Subscriber Client Index Number' value is not present in 'Financial Eligibility' record for client/episode/guarantor included in CANS/PSC35 Import file compilation, CANS/PSC35 Import record data/row(s) without 'Client Index Number (CIN)' value is/are not successfully compiled/posted, and Import Error 'Invalid DATA for : Client Index Number (CIN) on Line ... Please set Client Index Number for associated Client in Financial Eligibility for PATID: ...' is displayed for relevant import file row(s).
Topics
• CANS/PSC35 File Import • CANS/PSC35 Submission • NX