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Avatar Cal-PM 2022 Update 62

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Product Update Form Description

File Import for 'Client Charge Input' is updated to support the following fields: 'SS Treatment Integer' (7 through 10) and 'SS Treatment ICD-10 Code' (1 through 5)

Included Updates

9, 10, 14, 15, 19, 21, 25, 28, 30, 37, 38, 40, 48, 56, 58, 59

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
File Import - Client Charge Input
The functionality for 'File Import - Client Charge Input' has been updated to allow the user to utilize additional 'Site Specific Section Modeling' fields in the imported file.
The additional fields are:
SS Treatment Integer 7
SS Treatment Integer 8
SS Treatment Integer 9
SS Treatment Integer 10
SS Treatment ICD-10 Code 1
SS Treatment ICD-10 Code 2
SS Treatment ICD-10 Code 3
SS Treatment ICD-10 Code 4
SS Treatment ICD-10 Code 5
Value Added: Enables using the above 'Site Specific Section Modeling' fields in File Import.
Topics
• Client Charge Input • Site Specific Section Modeling
 
Acceptance Tests
AV-80418 Summary | Details
File Import - Client Charge Input
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Client Ledger
  • File Import
  • Registry Settings (PM)
  • Site Specific Section Modeling (PM)
Scenario 1: File Import - Client Charge Input - 'SS Treatment ICD-10 Code' and 'SS Treatment Integer' fields.
Specific Setup:
  • Site Specific Section Modeling has been used to add the following fields, at a minimum, to the ‘Client Charge Input’ and ‘Edit Service Information’ forms. Use the ‘Product Custom Logic Definition’ field to assign the values for 'SS Treatment Integer 1’ - 'SS Treatment Integer 9’.
  • 'SS Treatment Integer 1’ - Use As First Field To Calculate Duration.
  • 'SS Treatment Integer 2’ - Use As Second Field To Calculate Duration.
  • 'SS Treatment Integer 3’ - Use As Third Field To Calculate Duration.
  • 'SS Treatment Integer 4’ - Use As First Field To Calculate Co-Practitioner Duration.
  • 'SS Treatment Integer 5’ - Use As Second Field To Calculate Co-Practitioner Duration.
  • 'SS Treatment Integer 6’ - Use As Second Field To Calculate Co-Practitioner Duration.
  • 'SS Treatment Integer 7’ - Use As First Field To Calculate Co-Practitioner 2 Duration.
  • 'SS Treatment Integer 8’ - Use As Second Field To Calculate Co-Practitioner 2 Duration.
  • 'SS Treatment Integer 9’ - Use As Third Field To Calculate Co-Practitioner 2.
  • 'SS Treatment Integer 10’.
  • 'SS Treatment ICD-10 Code 1’.
  • 'SS Treatment ICD-10 Code 2’.
  • 'SS Treatment ICD-10 Code 3’.
  • 'SS Treatment ICD-10 Code 4’.
  • 'SS Treatment ICD-10 Code 5’.
  • File Import – Client Charge Input:
  • A test file has been created which includes the fields above and all required fields. Note the information in the file.
  • The update zip file contains the ‘Avatar_Cal-PM_File_Import_Record_Layouts’ spreadsheet for guidance.
Steps
  1. Open ‘File Import’.
  2. Select ‘Client Charge Input’ in ‘File Type’.
  3. Validate that ‘Upload New File’ is selected in ‘Action’.
  4. Click [Process Action] and select the file from setup.
  5. Click [Open].
  6. Select ‘Compile/Validate File’ in ‘Action’.
  7. Select the file from setup.
  8. Click [Process Action].
  9. Click [OK] on the compile message.
  10. Select ‘Post’ in ‘Action’.
  11. Select the file from setup.
  12. Click [Process Action].
  13. Click [OK] on the posted message.
  14. Close the form.
  15. Open ‘Edit Service Information’.
  16. Enter the ‘Client ID’ and select the client.
  17. Click [Select Service(s) To Edit].
  18. Select the desired service in the ‘Select Services(s) To Edit’ checklist.
  19. Click [OK].
  20. Validate that the ‘Duration (Minutes)’, ‘Co-Practitioner Duration (Minutes)’, and ‘Second Co Staff Duration (Minutes)’ fields contain the sum of the three fields for each practitioner’s duration.
  21. Also, validate that the other service information matches the information in the imported file.
  22. Close the form.
  23. If desired, open ‘Client Ledger’.
  24. Select the ‘Client ID’ from the import file.
  25. Select ‘All Episodes’ in ‘Claim/Episode/All Episodes’.
  26. Select the desired ‘From Date’.
  27. Select the desired ‘To Date’.
  28. Select ‘Simple’ in ‘Ledger Type’.
  29. Click [Process].
  30. Validate that the report contains the service information in the import file.
  31. Close the report.
  32. Close the form.
Topics
• Client Charge Input • Site Specific Section Modeling