Avatar Cal-PM 2022 Update 67

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Product Requirements / Recommendations

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Product Update Form Description

An issue is resolved where client merges could be prevented for clients with CSI interface data filed.

Included Updates

None

Required Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-72909 Details \| User Acceptance Tests CSI Submission - The merged client with CSI assessment record Resolves an issue to ensure that the 'CSI Error Report' does not include non CSI data for the merged client after merging a client with the CSI episode in to the client without CSI episode. KB0069874 v0.01	Topics • Client Merge • CSI Assessment

Acceptance Tests

AV-72909 Summary | Details

CSI Submission - The merged client with CSI assessment record

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

Admission (Outpatient)
Change MR#
Crystal Report Viewer
CSI Admission
CSI Assessment
CSI Submission
Program Maintenance

Scenario 1: CSI Submission - Validate CSI data for the clients with 'CSI Assessment' occurrences after 'Client Merge' and 'Change MR #' functionality

Specific Setup:

Program Maintenance:
Create a new program or identify an existing admit program set up as a ‘Mental Health Program (CSI)’. Note the program code/value.
Create a new program or identify an existing admit program that is not set up as a ‘Mental Health Program (CSI)’. Note the program code/value.
Admission:
Three clients are admitted:
First client with two episodes:
First episode - A client is admitted in the CSI program. A CSI Admission and CSI Assessment records are created for the client.
Second episode - A client is admitted in the non CSI program.
Note the client ID/ name.
Second client with one episode:
A client is admitted in the non CSI program. Note the client ID/ name.
Third client with one episode:
Client valid for 'CSI Submission' form reporting with a 'CSI Assessment' record to be renumbered using the "Change MR#" form.
Note the client ID/ name.

Steps

Open the ‘Client Merge’ form.
Set ‘Source Client’ to client ID of the first client.
Set ‘Target Client’ to client ID of the second client.
If present, set ‘Merge All Client Data Through Single Filing’ to ‘Yes’.
Set ‘Create New Episode On Merge’ to ‘Yes’.
Click ‘File’ button.
Click ‘Yes’ button.
Click ‘OK’.
Exit the form.
Enter merged client ID in ‘Search Clients’ field to verify client ID is no longer present in system.
Open the ‘CSI Assessment’ form.
Set ‘Selected Client’ to client ID into which data was merged.
Select the most recent episode and verify that the ‘CSI Assessment’ occurrence merged is present.
Exit the form.
Open the ‘Change MR# ‘ form.
Set ‘Client ID’ to client ID to be renumbered.
Click ‘Assign MR#’ button.
Click ‘Yes’ to assign the next available client ID.
Verify the client ID assigned.
Click ‘Submit’ button.
Enter the client ID that was renumbered in ‘Search Clients’ to verify client ID is no longer present in system.
Open the ‘CSI Assessment’ form.
Set ‘Selected Client’ to client ID to which the client was renumbered.
Select most recent episode and verify that the ‘CSI Assessment’ occurrence for the renumbered client is present.
Exit the form.
Open the ‘CSI Submission’ form.
Set ‘Option’ field to ‘Compile’.
Set ‘Through Date: to a month end value greater than or equal to ‘From Date’ and test ‘CSI Assessment’ occurrence assessment dates.
Click ‘Submit’ button.
Click ‘Yes’.
Set ‘Option’ field to ‘Print’.
Click ‘Select File To Print/Submit’ drop down.
Select the compilation file just created.
Click ‘Print Selected File Information - MHSA/DIG Data’ button.
Verify that data output to the ‘CSI Report (MHSA / DIG)’ report contains correct CSI data for the merged client and the client with changed MR#.
Exit the report.
Set ‘Option’ field to ‘Submit (Create File)’.
Click ‘Select File To Print/Submit’ drop down.
Select the compilation file just created.
Set ‘Create File’ to ‘Review’.
Click ‘Submit’ button.
Click ‘OK’.
Click ‘Yes’.
Verify that data output to the sequential file is correct.
Exit the form.

Scenario 2: CSI Assessment - Validating CSI data in the CSI submission report

Specific Setup:

Program Maintenance:
Create a new program or identify an existing admit program set up as a ‘Mental Health Program (CSI)’. Note the program code/value.
Admission:
A client is admitted in the CSI program. A CSI Admission and CSI Assessment records are created for the client. Note the client id/ name.

Steps

Open the 'CSI Assessment' form for the client identified in the setup.
Select the desired episode in the Pre-Display
Click [OK].
Set the 'Assessment Appointment First Offer Date' field to the desired date in the future.
Set the 'Assessment Appointment Accepted Date' field to the desired date.
Set the 'Assessment Start Date' to desired value.
Set the 'Treatment Appointment First Offer Date' field to the desired date in the future.
Set the 'Treatment Appointment Accepted Date' field to the desired date.
Select desired value from the 'Closure Reason' list field. Note the entire value.
Set the 'Closed Out Date' field to desired date.
Click [Submit].
Open the 'Crystal Report' or any other SQL data viewer.
Query the 'system.assessment_ca_csi_data' SQL table.
Locate the client from above step.
Verify the entire value selected in the 'Closure Reason' field is displays in the 'closure_reason_value' field.
Open the 'CSI Submission' form.
Select 'Compile' in the 'Option' field. This file includes all clients who have been admitted in the CSI Admission form.
Verify that the 'From Date' displays one of the following:
The through date of the last submitted CSI file.
The date the file was compiled.
The date (From Date field) of the file selected in the Select File to Print/Submit field.
In the 'Through Date' field, enter the last date to include in the compiled file. Note: The through date must be the last date of the month, and must be before today's date.
Submit the file.
Verify that the submitting has been completed successfully.
Select 'Submit' option to create the CSI file.
Select the CSI file in the 'Select File to Print/Submit' field.
Select 'Review' to create a CSI file in the 'Create File' field.
Select 'Submit' to create the CSI file.
The form will be filed and a dialog will display the file name and storage location.
Review the located CSI Submission file.
Verify the CSI Assessment record is 400 bytes.

Topics

• Client Merge • CSI Assessment