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Avatar Cal-PM 2022 Update 4

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2021 Update 20

Product Update Form Description

An issue has been resolved where the putClinicianUpdate request of the Clinician Services web service may incorrectly return the error "Row 1:Category/Taxonomy is already defined".

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Web Services - Clinician Services
Resolves an issue to ensure that the Clinician Services 'putClinicianUpdate' web service request files successfully.
Topics
• NX • Web Services
 
Acceptance Tests
AV-73019 Summary | Details
Web Services - Clinician Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Dynamic Form - staff auto assign
  • Practitioner Enrollment
  • Registry Settings (PM)
  • SOAPUI - ClinicianServices
  • SOAPUI - ClinicianServices - putClinicianUpdate
  • SOAPUI - ClinicianServices - putClinicianUpdateResponse
  • Contracting Provider Registration
  • SOAPUI - ClinicianServices - putClinicianAssociation
  • SOAPUI - ClinicianServices - putClinicianAssociationResponse
  • SOAPUI - ClinicianServices - putClinicianCreation
  • SOAPUI - ClinicianServices - putClinicianCreationResponse
  • Performing Provider Association
  • Performing Provider Association - Filing Confirmation
  • Performing Provider Registration
Scenario 1: 'ClinicianServices' web service - Verification of updating/adding taxonomy category for an existing practitioner through 'putClinicianUpdate' method filing
Specific Setup:
  • Registry Setting:
  • The 'Avatar Web Services->Set System Defaults->->->->URL' registry setting is set to 'http://localhost:(port)/csp/(Namespace)'.
  • The 'Avatar PM->Practitioner->->->->Enable Practitioners link to Performing Providers' registry setting is set to 'Y'.
  • The 'Avatar MSO->Provider Management->->->->Overwrite All Contracting Provider Registration Associations on Update link' registry setting is set to 'Y'.
  • Dictionary Update:
  • Dictionary codes/values for the Practitioner Category, Practitioner categories for coverage and Discipline are identified from the:
  • File = Staff File
  • Data Elements= Practitioner Category, Practitioner Categories For Coverage, Discipline
  • Note all the values to be used at the time of creating the web service request.
  • Access to SoapUI for utilizing the Avatar PM 'ClinicianServices' web service.
  • Practitioner Enrollment:
  • A new Practitioner is created with the following required information. Note all the values from the fields.
  • Practitioner Enrollment section:
  • Date Of Birth
  • Registration Date
  • Office Address - Street
  • Office Address - Zip
  • Office Telephone (1)
  • NPI Number
  • Categories/Taxonomy section:
  • A new Category/taxonomy row is created. Make sure that the effective date for this first taxonomy is equal to the registration date provided for the practitioner. The required information entered in the 'Practitioner Category', 'Discipline', and 'Practitioner Categories for Coverage'. Note the values from these fields. Leave the 'End Date' field as blank.
Steps
  1. Open the SoapUI or any other web service tool to run the web service request.
  2. In SoapUI, Create a new web service request for 'putClinicianUpdate' method.
  3. Fill out the ClinicianDetails object field in the request with the specified practitioner's information.
  4. In the ClinicianTaxonomyData field, create two taxonomy objects. The first taxonomy object should have an effective date equal to the effective date of the first taxonomy object/taxonomy row that was created earlier. Fill out an expiration date for this first taxonomy object.
  5. For the second taxonomy object, set the effective date right after the expiration date for the first taxonomy object and leave the expiration date as blank. For both taxonomy objects fill out any taxonomy object information such as: 'ClinicianPractitionerCategory','ClinicianDiscipline', and 'ClinicianPractitionerCategoriesOfCoverage.
  6. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianUpdate' method.
  7. Example: " <Confirmation>Practitioner ID:000173||Performing Provider ID:173||First Name:QATESTING||Last Name:JOSH||Registration Date:03/01/2021||NPI:1063581684</Confirmation>".
  8. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianUpdate' method.
  9. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  10. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianUpdate' method.
  11. Example: " <Status>1</Status>"
  12. Open Avatar PM 'Practitioner Enrollment' form.
  13. Select Practitioner Enrollment record filed via web service for view/update.
  14. Confirm the Practitioner Enrollment record is updated in Avatar PM, with values/data submitted via web service.
Scenario 2: Cal-PM - 'ClinicianServices' Web Service - Verification Of 'putClinicianAssociation' Filing
Specific Setup:
  • Registry Setting:
  • The 'Avatar Web Services->Set System Defaults->->->->URL' registry setting is set to 'http://localhost:(port)/csp/(Namespace)'.
  • The 'Avatar PM->Practitioner->->->->Enable Practitioners link to Performing Providers' registry setting is set to 'Y'.
  • The 'Avatar MSO->Provider Management->->->->Overwrite All Contracting Provider Registration Associations on Update link' registry setting is set to 'Y'.
  • Dictionary Update:
  • Dictionary codes/values for the Practitioner Category, Practitioner categories for coverage and Discipline are identified from the:
  • File = Staff File
  • Data Elements= Practitioner Category, Practitioner Categories For Coverage, Discipline
  • Note all the values to be used at the time of creating the web service request.
  • Access to SoapUI for utilizing the Avatar PM 'ClinicianServices' web service.
  • Contracting Provider Registration:
  • A new contracting provider is added or an existing contracting provider is identified. Note the contracting provider id, Funding source assigned to the contracting provider and registration date.
Steps
  1. Using Avatar PM 'ClinicianServices' web service, submit request to 'putClinicianCreation' method to create new Avatar PM Practitioner Enrollment (and optionally Avatar MSO Performing Provider Registration record).
  2. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianCreation' method.
  3. Example: '<Confirmation>Practitioner ID:000189||Performing Provider ID:189||First Name:CLINICIANASSOCIATION||Last Name:WEBSVC||Registration Date:04/01/2022||NPI:1083157689</Confirmation>'. Note the practitioner id to be used in 'putClinicianAssociation' method.
  4. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianCreation' method.
  5. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  6. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianCreation' method.
  7. Example: " <Status>1</Status>"
  8. Open Avatar PM 'Practitioner Enrollment' form and select Practitioner Enrollment record filed via web service for view/update.
  9. Confirm new Practitioner Enrollment record is created in Avatar PM, with values/data submitted via web service.
  10. Open the SoapUI or any other web service tool to run the web service request.
  11. In SoapUI, Create a new web service request for 'putClinicianAssociation' method.
  12. Fill out the ClinicianAssociation object field in the request with the specified practitioner's information.
  13. Fill out the ClinicianTaxonomyData field in the request with the specified taxonomy objects.information such as: 'ClinicianPractitionerCategory','ClinicianDiscipline', and 'ClinicianPractitionerCategoriesOfCoverage'.
  14. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianAssociation' method.
  15. Example: " <Confirmation>Contacting Provider ID:9||Funding Source ID:A||Contracting Provider Registration Start Date:01/01/2012||Practitioner ID:000189||NPI:1083157689||Clinician Effective Start Date:04/01/2022||Association Effective Start Date:04/01/2022</Confirmation>".
  16. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianAssociation' method.
  17. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  18. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianAssociation' method.
  19. Example: " <Status>1</Status>"
  20. Open Avatar PM 'Contracting Provider Registration' form.
  21. Select Practitioner Association record filed via web service for view/update.
  22. Confirm the Contracting Provider record is updated in Avatar PM, with values/data submitted via web service.
Scenario 3: Cal-PM - 'ClinicianServicesV2' Web Service - Verification Of 'putClinicianUpdate' Filing
Specific Setup:
  • Registry Setting:
  • The 'Avatar Web Services->Set System Defaults->->->->URL' registry setting is set to 'http://localhost:(port)/csp/(Namespace)'.
  • The 'Avatar PM->Practitioner->->->->Enable Practitioners link to Performing Providers' registry setting is set to 'Y'.
  • The 'Avatar MSO->Provider Management->->->->Overwrite All Contracting Provider Registration Associations on Update link' registry setting is set to 'Y'.
  • Dictionary Update:
  • Dictionary codes/values for the Practitioner Category, Practitioner categories for coverage and Discipline are identified from the:
  • File = Staff File
  • Data Elements= Practitioner Category, Practitioner Categories For Coverage, Discipline
  • Note all the values to be used at the time of creating the web service request.
  • Access to SoapUI for utilizing the Avatar PM 'ClinicianServices' web service.
  • Practitioner Enrollment:
  • A new Practitioner is created with the following required information. Note the values entered to the following fields.
  • Practitioner Enrollment section:
  • Date Of Birth
  • Registration Date
  • Office Address - Street
  • Office Address - Zip
  • Office Telephone (1)
  • NPI Number
  • Categories/Taxonomy section:
  • A new Category/taxonomy row is created. Make sure that the effective date for this first taxonomy is equal to the registration date provided for the practitioner. The required information entered in the 'Practitioner Category', 'Discipline', and 'Practitioner Categories for Coverage'. Note the values entered to the fields. Leave the 'End Date' field as blank.
Steps
  1. Open the SoapUI or any other web service tool to run the web service request.
  2. In SoapUI, Create a new web service request for 'putClinicianUpdate' method.
  3. Fill out the ClinicianDetails object field in the request with the specified practitioner's information.
  4. In the ClinicianTaxonomyData field, create two taxonomy objects. The first taxonomy object should have an effective date equal to the effective date of the first taxonomy object/taxonomy row that was created earlier. Fill out an expiration date for this first taxonomy object.
  5. For the second taxonomy object, set the effective date right after the expiration date for the first taxonomy object and leave the expiration date as blank. For both taxonomy objects fill out any taxonomy object information such as: 'ClinicianPractitionerCategory','ClinicianDiscipline', and 'ClinicianPractitionerCategoriesOfCoverage.
  6. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianUpdate' method.
  7. Example: '<Confirmation>Practitioner ID:000186||Performing Provider ID:186||First Name:CLINICIANSERVICESTWO||Last Name:WEBSVC||Registration Date:03/01/2022||NPI:1013172394</Confirmation>'.
  8. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianUpdate' method.
  9. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  10. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianUpdate' method.
  11. Example: '<Status>1</Status>'.
  12. Confirm 'ClinicianServices' web service responds with correct practitioner id on successful filing of 'putClinicianUpdate' method.
  13. Example: 'ClinicianID>000186</ClinicianID>'.
  14. Confirm 'ClinicianServices' web service responds with correct first name of the practitioner on successful filing of 'putClinicianUpdate' method.
  15. Example:<ClinicianFirstName>CLINICIANSERVICESTWO</ClinicianFirstName>.
  16. Confirm 'ClinicianServices' web service responds with correct last name of the practitioner on successful filing of 'putClinicianUpdate' method.
  17. Example: '<ClinicianLastName>WEBSVC</ClinicianLastName>'.
  18. Confirm 'ClinicianServices' web service responds with correct last name of the practitioner on successful filing of 'putClinicianUpdate' method.
  19. Example: '<ClinicianRegistrationDate>2022-03-01</ClinicianRegistrationDate>'.
  20. Confirm 'ClinicianServices' web service responds with correct NPI number of the practitioner on successful filing of 'putClinicianUpdate' method.
  21. Example: '<ClinicianNPI>1013172394</ClinicianNPI>'.
  22. Open Avatar PM 'Practitioner Enrollment' form.
  23. Select Practitioner Enrollment record filed via web service for view/update.
  24. Confirm the Practitioner Enrollment record is updated in Avatar PM, with values/data submitted via web service.
Scenario 4: Cal-PM - 'ClinicianServices' Web Service - Verification Of 'putClinicianCreation' and 'putClinicianUpdate' Filing
Specific Setup:
  • Registry Setting:
  • The 'Avatar Web Services->Set System Defaults->->->->URL' registry setting is set to 'http://localhost:(port)/csp/(Namespace)'.
  • The 'Avatar PM->Practitioner->->->->Enable Practitioners link to Performing Providers' registry setting is set to 'Y'.
  • The 'Avatar MSO->Provider Management->->->->Overwrite All Contracting Provider Registration Associations on Update link' registry setting is set to 'Y'.
  • Dictionary Update:
  • Dictionary codes/values for the Practitioner Category, Practitioner categories for coverage and Discipline are identified from the:
  • File = Staff File
  • Data Elements= Practitioner Category, Practitioner Categories For Coverage, Discipline
  • Note all the values to be used at the time of creating the web service request.
  • Access to SoapUI for utilizing the Avatar Cal-PM 'ClinicianServices' web service.
Steps
  1. Using Avatar PM 'ClinicianServices' web service, submit request to 'putClinicianCreation' method to create new Avatar PM Practitioner Enrollment (and optionally Avatar MSO Performing Provider Registration record).
  2. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianCreation' method.
  3. Example: '<Confirmation>Practitioner ID:000175||Performing Provider ID:175||First Name:TESTPRACTITIONERTWO||Last Name:QA||Registration Date:03/01/2021||NPI:1013172394</Confirmation>'. Note the practitioner id to be used in 'putClinicianUpdate' method.
  4. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianCreation' method.
  5. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  6. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianCreation' method.
  7. Example: " <Status>1</Status>"
  8. Open Avatar PM 'Practitioner Enrollment' form and select Practitioner Enrollment record filed via web service for view/update.
  9. Confirm new Practitioner Enrollment record is created in Avatar PM, with values/data submitted via web service.
  10. Open the SoapUI or any other web service tool to run the web service request.
  11. In SoapUI, Create a new web service request for 'putClinicianUpdate' method.
  12. Fill out the ClinicianDetails object field in the request with the specified practitioner's information.
  13. In the ClinicianTaxonomyData field, create two taxonomy objects. The first taxonomy object should have an effective date equal to the effective date of the first taxonomy object/taxonomy row that was created earlier. Fill out an expiration date for this first taxonomy object.
  14. For the second taxonomy object, set the effective date right after the expiration date for the first taxonomy object and leave the expiration date as blank. For both taxonomy objects fill out any taxonomy object information such as: 'ClinicianPractitionerCategory','ClinicianDiscipline', and 'ClinicianPractitionerCategoriesOfCoverage.
  15. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianUpdate' method.
  16. Example: '<Confirmation>Practitioner ID:000175||Performing Provider ID:175||First Name:TESTPRACTITIONERTWO||Last Name:QA||Registration Date:03/01/2021||NPI:1013172394</Confirmation>'.
  17. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianUpdate' method.
  18. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  19. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianUpdate' method.
  20. Example: " <Status>1</Status>"
  21. Open Avatar PM 'Practitioner Enrollment' form.
  22. Select Practitioner Enrollment record filed via web service for view/update.
  23. Confirm the Practitioner Enrollment record is updated in Avatar PM, with values/data submitted via web service.
Topics
• NX • Web Services

 

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