Avatar Cal-PM 2022 Update 33

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

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.".

Included Updates

9, 19

Required Updates

Avatar Cal-PM 2022 Update 19

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-80602 Details \| User Acceptance Tests 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.	Topics • Financial Eligibility • Web Services

Acceptance Tests

AV-80602 Summary | Details

Avatar Cal-PM Financial Eligibility Web Service

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

Financial Eligibility Web Service

Scenario 1: Financial Eligibility Web Service - Verification of web service filing

Specific Setup:

Netsmart ProviderConnect (or other application utilizing the Avatar Cal-PM 'Financial Eligibility' web service)
Client record with one or more episodes eligible for Financial Eligibility record entry/update

Steps

In ProviderConnect Main Menu, open 'Lookup Client' form.
Enter lookup criteria for desired client and click 'Search by Criteria' button.
In 'Client Lookup' results, open client record.
Navigate to 'Financial Eligibility' pre-display.
Click 'Add Financial Eligibility Record' button (or click date/time link for edit of existing Financial Eligibility record).
Select and add/edit/remove Guarantor(s) in ProviderConnect 'Financial Eligibility' form.
Complete all desired/required fields within Guarantor entry form (including Benefit Plan information entry if applicable) and save Guarantor entry/entries.
Click 'Submit' button to file 'Financial Eligibility' form/record in ProviderConnect and send to Avatar Cal-PM.
In myAvatar, open Avatar Cal-PM 'Financial Eligibility' form for same client and episode as filed in ProviderConnect.
In Avatar Cal-PM 'Financial Eligibility' form, ensure that all Guarantor information added/edited/removed via ProviderConnect is present/reflected.

Topics

• Financial Eligibility • Web Services