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Avatar Cal-PM 2022 Update 81

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2022 Update 21
Avatar CareFabric 2022 Update 80

Product Update Form Description

Avatar Cal-PM is enhanced to support other products and modules.

Included Updates

9, 10, 14, 15, 19, 21, 25, 28, 30, 37, 38, 40, 43, 48, 50, 58, 59, 65, 72, 76

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Support is added for other products and modules
Avatar Cal-PM is enhanced to support other products and modules.
Value Added: Support for other products and modules
Topics
• Client Charge Input • Client Ledger • Managed Care Authorizations
 
Acceptance Tests
AV-80343 Summary | Details
Support is added for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Financial Eligibility
  • Guarantors/Payors
  • Managed Care Authorizations
  • Authorization Warning
Scenario 1: Client Charge Input - Validate error message when authorizations are required
Specific Setup:
  • A guarantor is defined that requires authorizations and will disallow service if missing (Guarantor A).
  • A client has "Guarantor A" selected as their guarantor in 'Financial Eligibility' (Client A).
  • "Client A" does not have any valid authorizations on file in 'Managed Care Authorization'.
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter the current date in the 'Date Of Service' field.
  3. Select "Client A" in the 'Client ID' field.
  4. Select the desired value in the 'Service Code' field.
  5. Select the desired practitioner in the 'Practitioner' field.
  6. Validate an error message is displayed stating: No valid authorizations found on file.
  7. Click [OK] and close the form.
Scenario 2: Client Charge Input - Validate warning message when authorizations are required
Specific Setup:
  • A guarantor is defined that requires authorizations and will warn if missing (Guarantor A).
  • A client has "Guarantor A" selected as their guarantor in 'Financial Eligibility' (Client A).
  • "Client A" does not have any valid authorizations on file in 'Managed Care Authorization'.
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter the current date in the 'Date Of Service' field.
  3. Select "Client A" in the 'Client ID' field.
  4. Select the desired value in the 'Service Code' field.
  5. Select the desired practitioner in the 'Practitioner' field.
  6. Validate a warning message is displayed stating: No valid authorizations found on file.
  7. Click [OK] and [Submit]. Please note: since this is just a warning, the user can proceed without authorization, if desired.
  8. Access the 'Client Ledger' form.
  9. Select "Client A" in the 'Client ID' field.
  10. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  11. Select "Simple" in the 'Ledger Type' field.
  12. Select "Yes" in the 'Include Zero Charges' field.
  13. Click [Process].
  14. Validate the report contains the service filed in the previous steps.
  15. Close the report and the form.
Topics
• Client Charge Input • Client Ledger • Managed Care Authorizations