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Avatar Cal-PM 2023 Monthly Release 2023.01.01 Acceptance Tests

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Update 2 Summary | Details
Diagnosis - Show Active Only
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Problem List
  • Treatment Plan
  • Dictionary Update (CWS)
  • Admission (Outpatient)
Scenario 1: Diagnosis form: Validating 'Problem Classification' - Registry Setting "Problem Classification Required" set to "Y"
Specific Setup:
  • Registry Setting "Problem Classification Required" is set to "Y".
  • Dictionary Codes are defined for "(16250) Problem Classification".
Steps
  1. Open "Diagnosis" form for any client and episode.
  2. Select any value in the "Type Of Diagnosis" field.
  3. Set the "Date Of Diagnosis" to any date (this field will not accept future dates).
  4. Set the "Time Of Diagnosis" to any time.
  5. Click [New Row].
  6. Select any diagnosis from the "Diagnosis Search" drop down search field.
  7. Select any value in the "Status" field.
  8. Select any staff member in the "Diagnosing Practitioner" search field.
  9. Select "Yes" in the "Add To Problem List" field.
  10. Verify the "Problem Classification" field is enabled and not required.
  11. Select any value from the "Problem Classification" drop down list field.
  12. Complete other fields as required.
  13. Click [Submit].
  14. Click [No] n the "Pre-Display Confirmation" "Do you want to return to Pre-Display?" prompt.
  15. Open the "Problem List" form for the same client.
  16. Click [View/Enter Problems].
  17. Verify the data entered in the "Diagnosis" form is displayed in the "Problem List" grid.
  18. Verify the "Problem Classification" field is populated as entered in the "Diagnosis" form.
  19. Click [Close/Cancel] to return to the diagnosis home page.
  20. Click [Close Form].
  21. Open the "Treatment Plan" for the same client.
  22. Click [Add] to add a new treatment plan.
  23. Complete the required fields.
  24. Navigate to the "Problems" grid.
  25. Verify the "Problem Classification" displays for the diagnosis entered in the "Diagnosis" form record.
  26. Click "Include in this plan?" on the diagnosis.
  27. Click [Launch Plan].
  28. Verify the "Problem Classification" displays successfully.
  29. Complete the plan and click [Back to Plan Page].
  30. Finalize the treatment plan.
  31. Verify the plan files successfully.
Scenario 2: Diagnosis form: "Problem Classification" enabled with Registry Setting "Problem Classification Required" set to "R"
Specific Setup:
  • Registry Setting "Problem Classification Required" is set to "R" to require the "Problem Classification".
  • Dictionary Codes are defined for "(16250) Problem Classification".
Steps
  1. Open "Diagnosis" form for any client and episode.
  2. Select any value in the "Type of Diagnosis" field.
  3. Set the "Date of Diagnosis" to any date (this field will not accept future dates).
  4. Set the "Time of Diagnosis" to any time.
  5. Click [New Row].
  6. Select any diagnosis from the "Diagnosis Search" drop down search field.
  7. Select any value in the "Status" field.
  8. Select any staff member in the "Diagnosing Practitioner" search field.
  9. Select "Yes" in the "Add To Problem List" field.
  10. Verify the "Problem Classification" field is enabled and required.
  11. Select any value from the "Problem Classification" drop down list field.
  12. Complete other fields as required.
  13. Click [Submit].
  14. Click [No] n the "Pre-Display Confirmation" dialog "Do you want to return to Pre-Display?".
  15. Open the "Problem List" form for the same client.
  16. Click [View/Enter Problems].
  17. Verify the data entered in the "Diagnosis" form is displayed in the "Problem List" grid.
  18. Verify the "Problem Classification" field is required and populated as entered in the "Diagnosis" form.
  19. Click [Close/Cancel] to return to the diagnosis home page.
  20. Click [Close Form].
  21. Open the "Treatment Plan" for the same client.
  22. Click [Add] to add a new treatment plan.
  23. Complete the required fields.
  24. Navigate to the "Problems" grid.
  25. Verify the "Problem Classification" displays for the diagnosis entered in the "Diagnosis" form record.
  26. Click "Include" on the diagnosis.
  27. Click [Launch Plan].
  28. Verify the "Problem Classification" displays successfully.
  29. Complete the plan and click [Back to Plan Page].
  30. Finalize the treatment plan.
  31. Click [Submit].
  32. Verify the plan files successfully.
Scenario 3: Diagnosis - Editing diagnosis record to change the status - Show Active Only
Specific Setup:
  • Set the registry setting 'Problem Classification Required' to 'Y'.
Steps
  1. Open the form 'Diagnosis' for any patient.
  2. Click 'New Row' and fill out the required fields.
  3. Verify the Status field is set to 'Active'.
  4. Select 'Yes' to 'Add To Problem List'.
  5. This will enable the 'Problem Classification' dropdown menu. Select 'No Classification'.
  6. Click [Submit].
  7. Re-open the form for the same client and episode.
  8. Select the diagnosis record that is added in above steps.
  9. Click [Edit].
  10. Verify the diagnosis displays in the table as entered.
  11. Click on the row to edit it.
  12. Change the Status from 'Active' to 'Resolved'.
  13. Verify that the 'Add to Problem List' and 'Problem Classification' fields are disabled.
  14. Click [Submit].
  15. Re-open the form for the same client and episode.
  16. Select the diagnosis record that is updated in previous step.
  17. Click [Edit].
  18. Verify the diagnoses table is blank since the “Show Active Only” box is set to 'Yes'.
  19. Set the 'Show Active Only' field to 'No'.
  20. Verify the diagnoses table populates correctly with the non-active diagnosis record.
Topics
• Diagnosis • NX
Update 4 Summary | Details
Select reports are modified to prevent overlapping data displays.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Follow-Up Productivity Report
  • Unbilled Services Report
Scenario 1: 'Claim Follow-Up Productivity' Report
Steps
  1. Access the 'Claim Follow-Up Productivity Report' form.
  2. Select "Detail Report" in the 'Summary or Detail Report' field.
  3. Leave the "User" field blank. This will pick up all rows for the report.
  4. Enter the desired dates in the 'Start Date' and 'End Date' fields.
  5. Process the report.
  6. Validate the 'Guarantor' name field does not overlap with the 'Follow-Up Note Entry Date' field.
  7. Validate the 'Follow-Up Note' field displays text as entered in the 'AR Console'.
  8. Close the report and the form.
Scenario 2: 'Client Ledger' report - validate fields have no overlaps
Specific Setup:
  • Client with a Guarantor and Services filed (Client A).
Steps
  1. Access the 'Client Ledger' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  4. Select "Crystal" in the 'Ledger Type' field.
  5. Click [Process].
  6. Review the report and verify the following:
  7. 'Service Description' field does not overlap with 'Units' field.
  8. 'Guarantor' field does not overlap with 'Guarantor Liability' field.
  9. Close the report.
Scenario 3: 'Unbilled Services Report' - validate fields have no overlaps
Steps
  1. Access the 'Unbilled Services Report' form.
  2. Set 'Service Start Date' to any date where services were rendered.
  3. Set 'Service End Date' to any date to include services.
  4. Select "All" in the 'Financial Class(es)' field.
  5. Select "All" in the 'Program(s)' field.
  6. Select "All" in the 'Service Status' field.
  7. Select "No" in the 'Include 0 Liability' field.
  8. Click [Process].
  9. Review the report and note the following:
  10. 'Guarantor' field data does not overlap with the 'FE Expired?' field.
  11. A long Guarantor name wraps to prevent overlapping other fields.
  12. Close the report.
  13. Close the form.
Topics
• NX • Client Ledger
Update 13 Summary | Details
Demographics
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Update Client Data
Scenario 1: 'Update Client Data' - Verification of form filing
Specific Setup:
  • If custom Form Designer changes are present in 'Update Client Data' form, please use 'Form Designer' to revert to 'Netsmart Produced Changes'.
  • A client is enrolled in an existing episode (Client A).
  • The 'Enable Address Validation' registry setting must be enabled.
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter an invalid address in the 'Client's Address - Street' field and press the 'Tab' key.
  3. Validate an 'Address Validation' dialog stating: "The address was invalid for the following reason: Address Not Found. Discard changes?"
  4. Click [No].
  5. Enter an invalid address in the 'Client's Address - Street' field and press the 'Tab' key.
  6. Validate an 'Address Validation' dialog stating: "The address was invalid for the following reason: Address Not Found. Discard changes?"
  7. Click [Yes].
  8. Validate a dialog stating: "Cancelled." and click [OK].
  9. Validate the 'Client's Address - Street' field is cleared.
  10. Enter a valid address and populate any desired fields.
  11. Enter a 'Place of Birth' value that contains 40 characters.
  12. Click [Submit].
  13. Re-enter the form for the client and validate that the data submitted successfully.
Topics
• Admission • Update Client Data • NX
Update 14 Summary | Details
Client Charge Input - Duration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Site Specific Section Modeling (PM)
Scenario 1: Client Charge Input - SS Specific Field of SS Treatment Integers
Specific Setup:
  • Service Code:
  • Service Required By = Both.
  • Type Of Service = Group.
  • Type Of Fee = Fixed Fee (Per Event).
  • Fixed Fee Units = desired value.
  • Is this an ODS Group Service? = Yes.
  • Program Maintenance: Substance Abuse Program (Cal-OMS) = Yes (Reportable).
  • Site Specific Section Modeling: PATIENT903 (Client Charge Input) Client Charge Input has been used to add prompt definitions for:
  • ‘SS Treatment Integer 1’. If desired, give the prompt a label. Select "Use as first field to calculate duration" in ‘Product Custom Logic’.
  • ‘SS Treatment Integer 2’. If desired, give the prompt a label. Select "Use as second field to calculate duration" in ‘Product Custom Logic’.
  • ‘SS Treatment Integer 7. If desired, give the prompt a label. Select "Use as third field to calculate duration" in ‘Product Custom Logic’.
Steps
  1. Open ‘Client Charge Input’.
  2. Enter the ‘Date Of Service’.
  3. Select the ‘Client ID’.
  4. Select the ‘Episode Number’.
  5. Validate that the ‘Program’ field contains a value.
  6. Enter the ‘Service Code’ from setup.
  7. Select the practitioner.
  8. Validate that Duration (Minutes) is null.
  9. Enter a duration in the ‘SS Treatment Integer 1’ field.
  10. Validate that Duration (Minutes) contains the duration entered in ‘SS Treatment Integer 1’.
  11. Enter a duration in the ‘SS Treatment Integer 2’ field.
  12. Validate that Duration (Minutes) contains the total duration entered in ‘SS Treatment Integer 1’ and ‘SS Treatment Integer 2’ fields.
  13. Enter a duration in the ‘SS Treatment Integer 3’ field.
  14. Validate that Duration (Minutes) contains the total duration entered in ‘SS Treatment Integer 1’, ‘SS Treatment Integer 2’ and ‘SS Treatment Integer 3 fields.
  15. Click [Submit].
  16. Close the form.
  17. If desired, open Edit service information for the client and 'Date of Service' and validate the duration.
  18. Close the form.
Topics
• Client Charge Input • Site Specific Section Modeling • NX
Update 17 Summary | Details
Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • File Import - Error Report
  • File Import - Compile/Post Report
  • Service Fee/Cross Reference Maintenance Report
  • Client Charge Input (Charge Fee Access)
  • Client Charge Input With Diagnosis Entry
  • Client Charge Input (Charge Fee Access and Diagnosis Entry)
  • Recurring Client Charge Input (Charge Fee Access)
  • Recurring Client Charge Input (Diagnosis Entry)
  • Recurring Client Charge Input (Charge Fee Access and Diagnosis Entry)
  • Edit Service Information (Charge Fee Access)
  • Spreadsheet Edit Service Information
  • Verify Staff Member Appointments
  • Post Staff Member Schedule
  • Electronic Billing
Scenario 1: 'File Import' - Verification of 'Service Fee/Cross Reference' Import (Avatar Cal-PM)
Specific Setup:
  • Avatar Cal-PM 'Service Fee/Cross Reference' File Import file containing one or valid rows, including value for 'User Defined Fee Unit' (Field/Segment 35)
  • Updated import file layout document 'Avatar_Cal-PM_File_Import_Record_Layouts.xls' included with update package
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'File Import' form.
  2. Select File Type 'Service Fee/Cross Reference'.
  3. Select 'Upload New File' in 'Action' field and Click 'Process Action' button.
  4. Select Avatar Cal-PM 'Service Fee/Cross Reference' import file and click 'Open' button.
  5. Select 'Compile/Validate File' in 'Action' field.
  6. Select loaded import file and click 'Process Action' button.
  7. Ensure that 'Compile/Validate File' action completes, and message 'Compiled' or '(File Name) contains one or more errors. These errors can be reviewed using 'Print Errors' action' is displayed.
  8. Click 'OK' button.
  9. Select 'Print Errors' in 'Action' field if errors encountered in compile; Select compiled import file with errors and click 'Process Action' button.
  10. In 'Service Fee/Cross Reference' File Import Error Report, ensure that all invalid/errored import row(s) are included in report with segment/value reference and error message detail.
  11. Ensure that if 'User Defined Fee Unit' value is included in file but no value for 'Duration Range' is included, import row(s) produce error 'Missing required field (Duration Range)' on compile
  12. Select 'Print File' in 'Action' field to view successfully compiled import data; Select compiled import file and click 'Process Action' button.
  13. In 'Service Fee/Cross Reference' File Import Report, ensure that all valid import row(s) are included in report with segment/value details, including 'User Defined Fee Unit' field/segment where included.
  14. Select 'Post File' in 'Action' field to post successfully compiled import data; Select compiled import file and click 'Process Action' button.
  15. Ensure that 'Compile/Validate File' action completes, and message 'Posted' and/or 'The selected file contains one or more lines with compilation errors. Only those lines without compilation errors will be posted' is displayed.
  16. Open Crystal Reports or other SQL reporting tool.
  17. In new Avatar Cal-PM SQL table 'SYSTEM.file_import_svc_fee', ensure that all 'Service Fee/Cross Reference' File Import rows are included in table with values from import data file, including 'user_defined_fee_units' field/segment where included.
  18. Open Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form.
  19. Select 'Edit Existing' in the 'Enter New Or Edit Existing Fee/Cross Reference' field.
  20. Enter/select 'Service Code' and 'From Date' field values for Service Fee/Cross Reference entry posted via File Import, and select imported Service Fee/Cross Reference entry for view/edit.
  21. Ensure values for all fields are present as filed via import, including values for 'Fixed Fee Unit' and 'User Defined Fee Unit' fields where applicable.
Scenario 2: 'Service Fee/Cross Reference Maintenance' - Form Validation (Avatar Cal-PM)
Specific Setup:
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form.
  2. Select 'Enter New' or 'Edit Existing' in the 'Enter New Or Edit Existing Fee/Cross Reference' field.
  3. Enter/select values for 'Service Code' and 'From Date' fields (and select Service Fee/Cross Reference entry for edit if applicable).
  4. Enter/select values for 'Practitioner Category', 'Location', 'Practitioner' and/or 'Program' Service Fee/Cross Reference entry criteria if desired.
  5. Ensure that 'Fixed Fee Unit' and 'User Defined Fee Unit' fields are present in form.
  6. In case where selected Service Code is defined as 'User Defined' (via Avatar Cal-PM 'Service Codes' form 'Type Of Fee' field) - ensure that the 'Fixed Fee Unit' field is disabled (as field only applies to Fixed Fee Service Codes).
  7. In case where selected Service Code is defined as 'Fixed Fee' (via Avatar Cal-PM 'Service Codes' form 'Type Of Fee' field) - ensure that the 'User Defined Fee Unit' field is disabled (as field only applies to User Defined Fee Service Codes).
  8. Ensure user help message is present in form for 'User Defined Fee Unit' field (lightbulb icon), containing the following information:
  9. "A value entered in this field will make the 'Duration Range' field required. The Unit Quantity amount and gross charge amount generated for the service will be based on the integer entered in this field."
  10. Ensure that if value is entered for 'User Defined Fee Unit' field, the 'Duration Range' fee criteria field is required.
  11. Enter/select values for 'Duration Range', 'Fee', 'Fixed Fee Unit' and/or 'User Defined Fee Unit' fields (and any other Service Fee/Cross Reference definition fields as desired/required).
  12. Click 'Submit' button to file 'Service Fee/Cross Reference Maintenance' form/entry; ensure user is presented with filing confirmation dialog noting 'Service Fee/Cross Reference Maintenance has completed. Do you wish to return to form?'; Click 'Yes' button to return to form.
  13. Select 'Edit Existing' in the 'Enter New Or Edit Existing Fee/Cross Reference' field.
  14. Enter/select values for 'Service Code' and 'From Date' fields, using same code/date as previously filed Service Fee/Cross Reference entry, and select previously entered/filed Service Fee/Cross Reference entry for view/edit.
  15. Ensure previously entered/filed values are present in all form fields for selected Service Fee/Cross Reference entry (including values for 'Fixed Fee Unit' and 'User Defined Fee Unit' fields where applicable).
  16. Click 'Service Fee/Cross Reference Definition Report' button to launch report displaying all defined Service Fee/Cross Reference entries.
  17. In Service Fee/Cross Reference Definition Report, ensure that existing Service Fee/Cross Reference entries are present, including values for 'Units' field where value defined.
  18. Note, 'Units' field in Service Fee/Cross Reference Definition Report will display value of 'Fixed Fee Unit' if present for Fixed Fee Service Codes, and will display value of 'User Defined Fee Unit' if present for User Defined Fee Service Codes
  19. Open Crystal Reports or other SQL reporting tool.
  20. In Avatar Cal-PM SQL table 'SYSTEM.billing_tx_master_fee_table' (and 'SYSTEM.billing_tx_master_fee_audit' for deleted entries), ensure that data rows are present for all Service Fee/Cross Reference entries filed/updated in system, including values for 'fixed_fee_units' and 'user_defined_fee_units' fields.
Scenario 3: 'Client Charge Input' - Verification of 'User Defined Fee Units' Service Fee Override Calculation
Specific Setup:
  • Service Code where 'Type of Fee' is set to 'User Defined' and (via Avatar Cal-PM 'Service Codes' form)
  • Service Fee/Cross Reference entry applicable to Service Code/Date of Service where 'User Defined Fee Unit' value is specified (via Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form)
  • Client record eligible for 'Client Charge Input' form service entry
Steps
  1. Open Avatar Cal-PM 'Client Charge Input' form.
  2. Note, Acceptance Testing may also be confirmed via one or more of the following Avatar Cal-PM forms:
  3. 'Client Charge Input (Charge Fee Access)'
  4. 'Client Charge Input With Diagnosis Entry'
  5. 'Client Charge Input (Charge Fee Access and Diagnosis Entry)'
  6. 'Recurring Client Charge Input'
  7. 'Recurring Client Charge Input (Charge Fee Access)'
  8. 'Recurring Client Charge Input (Diagnosis Entry)'
  9. 'Recurring Client Charge Input (Charge Fee Access and Diagnosis Entry)'
  10. 'Edit Service Information'
  11. 'Edit Service Information (Charge Fee Access)'
  12. 'Spreadsheet Edit Service Information'
  13. Enter value for 'Date of Service'.
  14. Enter/select values for 'Client ID', 'Episode Number', 'Program', 'Service Code' and 'Practitioner' fields (and any other fields as desired/required).
  15. Enter value for 'Duration (Minutes)' field.
  16. Where 'User Defined Fee Unit' value is specified for Service Fee/Cross Reference entry - ensure that 'Cost of Service' value in 'Client Charge Input' form is calculated based on 'User Defined Fee Unit' and 'Fee' from Service Fee/Cross Reference entry applicable to Service Code/Date of Service and 'Duration (Minutes)' entry for User Defined Fee Service Code (Service Fee/Cross Reference 'User Defined Fee Unit' value overrides Service Code 'Minutes Per Unit'/service entry 'Duration (Minutes)' values for calculation of 'Cost of Service').
  17. Example, 'User Defined Fee Units' value specified for Service Fee/Cross Reference entry:
  18. Service Code 'Minutes Per Unit' = 1
  19. Service Fee/Cross Reference entries as follows:
  20. 'Duration Range' 0-59, 'User Defined Fee Unit' = 30 and 'Fee' = 10
  21. 'Duration Range' 60-119, 'User Defined Fee Unit' = 90 and 'Fee' = 10
  22. 'Duration Range' 120-999, 'User Defined Fee Unit' = 180 and 'Fee' = 10
  23. If 'Duration (Minutes)' entry = 10, 'Cost of Service' = 300
  24. If 'Duration (Minutes)' entry = 30, 'Cost of Service' = 300
  25. If 'Duration (Minutes)' entry = 50, 'Cost of Service' = 300
  26. If 'Duration (Minutes)' entry = 60, 'Cost of Service' = 900
  27. If 'Duration (Minutes)' entry = 90, 'Cost of Service' = 900
  28. If 'Duration (Minutes)' entry = 100, 'Cost of Service' = 900
  29. If 'Duration (Minutes)' entry = 120, 'Cost of Service' = 1800
  30. If 'Duration (Minutes)' entry = 180, 'Cost of Service' = 1800
  31. If 'Duration (Minutes)' entry = 360, 'Cost of Service' = 1800
  32. Where 'User Defined Fee Unit' value is not specified for Service Fee/Cross Reference entry - ensure that 'Cost of Service' value in 'Client Charge Input' form is calculated based on Service Code 'Minutes Per Units' value and 'Fee' from Service Fee/Cross Reference entry applicable to Service Code/Date of Service and 'Duration (Minutes)' entry for User Defined Fee Service Code (Service Code 'Minutes Per Unit' and service entry 'Duration (Minutes)' values used for calculation of 'Cost of Service').
  33. Example, 'User Defined Fee Units' value not specified for Service Fee/Cross Reference entry:
  34. Service Code 'Minutes Per Unit' = 1
  35. Service Fee/Cross Reference entries as follows:
  36. 'Duration Range' 0-59, 'Fee' = 10
  37. 'Duration Range' 60-119, 'Fee' = 10
  38. 'Duration Range' 120-999, 'Fee' = 10
  39. If 'Duration (Minutes)' entry = 10, 'Cost of Service' = 100
  40. If 'Duration (Minutes)' entry = 50, 'Cost of Service' = 500
  41. If 'Duration (Minutes)' entry = 60, 'Cost of Service' = 600
  42. If 'Duration (Minutes)' entry = 100, 'Cost of Service' = 1000
  43. If 'Duration (Minutes)' entry = 120, 'Cost of Service' = 1200
  44. If 'Duration (Minutes)' entry = 360, 'Cost of Service' = 3600
  45. Enter/select/edit values for any other client charge/service entry information fields as required/desired.
  46. Click 'Submit' button to file 'Client Charge Input' form/service.
  47. Where 'User Defined Fee Unit' value is specified for Service Fee/Cross Reference entry - ensure that service(s) is/are added to system with 'Units' and 'Charge'/'Cost of Service' values from 'User Defined Fee Unit' and 'Fee' for applicable Service Fee/Cross Reference entry.
  48. 'Units' and 'Charge'/'Cost of Service' values for service(s) may be confirmed via 'Client Ledger' form
Scenario 4: Appointment Scheduling Services - Verification of 'User Defined Fee Units' Service Fee Override Calculation
Specific Setup:
  • Service Code where 'Type of Fee' is set to 'User Defined' and (via Avatar Cal-PM 'Service Codes' form)
  • Service Fee/Cross Reference entry applicable to Service Code/Date of Service where 'User Defined Fee Unit' value is specified (via Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form)
  • Client record eligible for Appointment Scheduling appointment/service entry
Steps
  1. Open Avatar Cal-PM 'Scheduling Calendar' form.
  2. Select calendar date and practitioner; right click and select 'Add Appointment' for new Appointment/Service entry.
  3. Enter/select values for 'Appointment Start Time'/'Appointment End Time' and/or 'Duration' fields.
  4. Enter/select/update values for 'Service Code', 'Appointment Status', 'Recurrence Schedule', 'Client', 'Episode Number', 'Practitioner' and 'Program' fields.
  5. Enter/select values for any other Appointment/Service entry fields as required/desired, and click 'Submit' button to save Appointment/Service entry.
  6. Repeat Appointment/Service entry process as desired in 'Scheduling Calendar' form for additional services; click 'Dismiss' button to close 'Scheduling Calendar' form when complete.
  7. Verify Appointments for Practitioner/Staff Member for Appointment/Service entry dates (via Avatar Cal-PM 'Verify Staff Member Appointments' form).
  8. Post Appointment/Service schedule entries for Practitioner/Staff Member to create service(s) in system for entered Appointments (via Avatar Cal-PM 'Post Staff Member Schedule' form).
  9. For services created via Appointment Scheduling entries, where 'User Defined Fee Unit' value is specified for applicable Service Fee/Cross Reference entry - ensure that 'Cost of Service'/'Total Charge'/Units' values for service are calculated based on 'User Defined Fee Unit' and 'Fee' from Service Fee/Cross Reference entry applicable to Service Code/Date of Service and Appointment 'Duration' value for User Defined Fee Service Code (Service Fee/Cross Reference 'User Defined Fee Unit' value overrides Service Code 'Minutes Per Unit'/Appointment entry 'Duration' values for calculation of 'Cost of Service').
  10. Example, 'User Defined Fee Units' value specified for Service Fee/Cross Reference entry:
  11. Service Code 'Minutes Per Unit' = 1
  12. Service Fee/Cross Reference entries as follows:
  13. 'Duration Range' 0-59, 'User Defined Fee Unit' = 30 and 'Fee' = 10
  14. 'Duration Range' 60-119, 'User Defined Fee Unit' = 90 and 'Fee' = 10
  15. 'Duration Range' 120-999, 'User Defined Fee Unit' = 180 and 'Fee' = 10
  16. If 'Duration' entry for Appointment = 10, 'Cost of Service' = 300
  17. If 'Duration' entry for Appointment = 30, 'Cost of Service' = 300
  18. If 'Duration' entry for Appointment = 50, 'Cost of Service' = 300
  19. If 'Duration' entry for Appointment = 60, 'Cost of Service' = 900
  20. If 'Duration' entry for Appointment = 90, 'Cost of Service' = 900
  21. If 'Duration' entry for Appointment = 100, 'Cost of Service' = 900
  22. If 'Duration' entry for Appointment = 120, 'Cost of Service' = 1800
  23. If 'Duration' entry for Appointment = 180, 'Cost of Service' = 1800
  24. If 'Duration' entry for Appointment = 360, 'Cost of Service' = 1800
  25. 'Units' and 'Charge'/'Cost of Service' values for service(s) may be confirmed via 'Client Ledger' form
Scenario 5: 'Electronic Billing' - Verification of 'User Defined Fee Units' Service Fee/Units Override Calculation
Specific Setup:
  • Service Code where 'Type of Fee' is set to 'User Defined' and (via Avatar Cal-PM 'Service Codes' form)
  • Service Fee/Cross Reference entry applicable to Service Code/Date of Service where 'User Defined Fee Unit' value is specified (via Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form)
  • One or more service(s) eligible for Avatar Cal-PM 837 Professional or 837 Institutional file inclusion
Steps
  1. Open Avatar Cal-PM 'Electronic Billing' form.
  2. Note, acceptance testing may also be confirmed via Avatar Cal-PM 'Quick Billing' form/functionality.
  3. Select '837 Professional' or '837 Institutional' in the 'Billing Form' field.
  4. Select 'Sort File' in the 'Billing Options' field.
  5. Enter/select 837 Professional/837 Institutional file sorting criteria.
  6. Click 'Process' button to sort/generate 837 Professional/837 Institutional file.
  7. Select 'Dump File' in the 'Billing Options' field (or select 'Create File On Server' to review output file directly).
  8. Select 'Print' in the 'Print Or Delete Report' field.
  9. Select 837 Professional/837 Institutional file sorted which includes services where 'User Defined Fee Unit' value is specified for applicable Service Fee/Cross Reference entry and click 'Process' button to display 837 outbound file data.
  10. In Avatar PM 837 Professional/837 Institutional format outbound electronic billing file data including services where 'User Defined Fee Unit' value is specified for applicable Service Fee/Cross Reference entry - ensure 'Cost of Service'/'Total Charge'/Units' values for service in 2400 SV1/SV2 Service Line Number information are reported from/same as calculated values based on 'User Defined Fee Unit' and 'Fee' from Service Fee/Cross Reference entry applicable to Service Code/Date of Service and 'Duration' value for User Defined Fee Service Code (Service Fee/Cross Reference 'User Defined Fee Unit' value overrides Service Code 'Minutes Per Unit'/service entry 'Duration' values for calculation/reporting of 'Cost of Service').
  11. Example, 'User Defined Fee Units' value specified for Service Fee/Cross Reference entry:
  12. Service Code 'Minutes Per Unit' = 1
  13. Service Fee/Cross Reference entries as follows:
  14. 'Duration Range' 0-59, 'User Defined Fee Unit' = 30 and 'Fee' = 10
  15. 'Duration Range' 60-119, 'User Defined Fee Unit' = 90 and 'Fee' = 10
  16. 'Duration Range' 120-999, 'User Defined Fee Unit' = 180 and 'Fee' = 10
  17. If 'Duration' entry for service = 0-59, 'Cost of Service' = 300
  18. 837 2400 SV1/SV2 example:
  19. SV1*HC:90806*300*UN*30*11**1~
  20. SV2*914**300*UN*30~
  21. If 'Duration' entry for service = 60-119, 'Cost of Service' = 900
  22. 837 2400 SV1/SV2 example:
  23. SV1*HC:90806*900*UN*90*11**1~
  24. SV2*914**900*UN*90~
  25. If 'Duration' entry for service = 120-999, 'Cost of Service' =1800
  26. 837 2400 SV1/SV2 example:
  27. SV1*HC:90806*1800*UN*180*11**1~
  28. SV2*914**1800*UN*180~
  29. Note - 837 Professional/837 Institutional 2400 SV1/SV2 values are subject to 'Service Unit of Measurement Code' value if defined in Service Fee/Cross Reference entry; if 'Minutes' is selected, 'Duration' entry/value for services will be reported in 2400 SV1/SV2 (including where 'User Defined Fee Unit' override was used in service cost calculation)
  30. Examples:
  31. SV1*HC:90806*300*MJ*45*11**1~
  32. SV1*HC:90806*900*MJ*100*11**1~
  33. SV1*HC:90806*1800*MJ*360*11**1~
  34. Note - 837 Professional/837 Institutional 2400 SV1/SV2 values are subject to 'Quantity' override value if defined in Service Fee/Cross Reference entry and will be reported in 2400 SV1/SV2
  35. Examples:
  36. SV1*HC:90806*300*UN*2*11**1~
  37. SV1*HC:90806*900*UN*2*11**1~
  38. SV1*HC:90806*1800*UN*2*11**1~
Topics
• Service Fee/Cross Reference Maintenance • File Import • NX • Client Charge Input • Edit Service Information • Scheduling Calendar • Electronic Billing • 837 Professional • 837 Institutional
Update 18 Summary | Details
CSI Submission - Compile CSI Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Scenario 1: Load & Go - Install update and verify successful installation
Specific Setup:

N/A

Steps

N/A
Topics
• Database Management
Update 24 Summary | Details
837 Billing - Primary / Add-On Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guarantors/Payors
  • Dictionary Update (PM)
  • Admission (Outpatient)
  • Financial Eligibility
  • Program Maintenance
  • Electronic Billing
  • Individual Cash Posting (PM)
Scenario 1: Cal-PM - Electronic Billing - 837 Professional - Include primary and associated add-on services in the same claim
Specific Setup:
  • System is set up to allow ‘Add-On’ services to the primary services.
  • Service Codes:
  • Use ‘Service Code Category’ to note the ‘Primary Code’. Note the associated add-on codes.
  • Guarantors/Payors:
  • Guarantor 1: Note the ‘Financial Class’. This will be the client’s primary guarantor.
  • Guarantor 2: Note the ‘Financial Class’. This will be the client’s secondary guarantor.
  • Guarantor/Program Billing Defaults:
  • The ‘Maximum Service Information Per Claim Information (Maximum LX Per CLM)’ = 1.
  • Clients:
  • Client 1:
  • Is enrolled in an outpatient program. Note the program.
  • Client has an active diagnosis record.
  • Client has an active financial eligibility record with the above guarantors.
  • Services have been provided for the above ‘Primary Code’ that include add-on codes.
  • Close Charges was used to close the charges.
  • Client Ledger has been used to verify that the liability distributed to the primary guarantor, and note the dates of service for closed, unclaimed services for the above service codes.
  • Client 2:
  • Is enrolled in an inpatient program. Note the program.
  • Client has an active diagnosis record.
  • Client has an active financial eligibility record with a primary and secondary guarantor.
  • Services have been provided for the above ‘Primary Code’ that include add-on codes.
  • Close Charges was used to close the charges.
  • Client Ledger has been used to verify that the liability distributed to the primary guarantor, and note the dates of service for closed, unclaimed services for the above service codes.
Steps
  1. Open ‘Electronic Billing’.
  2. Select ‘837-Professional’ in ‘Billing Form’.
  3. Select the primary guarantor ‘Financial Class in ‘Type Of Bill’.
  4. Select ‘Individual’ in ‘Individual Or All Guarantors’.
  5. Select the primary guarantor in ‘Guarantor’.
  6. Select ‘Outpatient’ in ‘Billing Type’.
  7. Select ‘Sort File’ in ‘Billing Options’.
  8. Enter the desired value in ‘File Description/Name’.
  9. Select ‘All Clients’ in ‘All Clients Or Interim Billing Batch’.
  10. Select desired value in ‘Program(s)’.
  11. Select ‘No’ in ‘Create Claims’.
  12. Enter the desired value in ‘First Date Of Service To Include’.
  13. Enter the desired value in ‘Last Date Of Service To Include’.
  14. Select ‘All in ‘Include Primary and/or Secondary Billing.
  15. Click [Process].
  16. Validate the ‘Processing Report’ message contains ‘Compile Complete’.
  17. Click [OK].
  18. Select ‘Dump File’ in ‘Billing Options’.
  19. Select ‘Print’ in ‘Print Or Delete Report’.
  20. Select the desired report in ‘File’.
  21. Click [Process].
  22. Validate that there is one ‘CLM’ segment per service,
  23. Close the report.
  24. Close the form.
  25. If desired, use 'Individual Cash Posting' to transfer the services to the secondary guarantor, transferring an add-on code before the transferring the primary code.
  26. If the transfer was performed, process the ‘837-Professional’ again to validate that only one claim is created for the service.
Scenario 2: Cal-PM - Electronic Billing - 837 Institutional - Include primary and associated add-on services in the same claim
Specific Setup:
  • System is set up to allow ‘Add-On’ services to the primary services.
  • Service Codes:
  • Use ‘Service Code Category’ to note the ‘Primary Code’. Note the associated add-on codes.
  • Guarantors/Payors:
  • Guarantor 1: Note the ‘Financial Class’. This will be the client’s primary guarantor.
  • Guarantor 2: Note the ‘Financial Class’. This will be the client’s secondary guarantor.
  • Guarantor/Program Billing Defaults:
  • The ‘Maximum Service Information Per Claim Information (Maximum LX Per CLM)’ = 1.
  • Clients:
  • Client 1:
  • Is enrolled in an outpatient program. Note the program.
  • Client has an active diagnosis record.
  • Client has an active financial eligibility record with the above guarantors.
  • Services have been provided for the above ‘Primary Code’ that include add-on codes.
  • Close Charges was used to close the charges.
  • Client Ledger has been used to verify that the liability distributed to the primary guarantor, and note the dates of service for closed, unclaimed services for the above service codes.
  • Client 2:
  • Is enrolled in an inpatient program. Note the program.
  • Client has an active diagnosis record.
  • Client has an active financial eligibility record with a primary and secondary guarantor.
  • Services have been provided for the above ‘Primary Code’ that include add-on codes.
  • Close Charges was used to close the charges.
  • Client Ledger has been used to verify that the liability distributed to the primary guarantor, and note the dates of service for closed, unclaimed services for the above service codes.
Steps
  1. Open ‘Electronic Billing’.
  2. Select ‘837-Institutional’ in ‘Billing Form’.
  3. Select the primary guarantor ‘Financial Class in ‘Type Of Bill’.
  4. Select ‘Individual’ in ‘Individual Or All Guarantors’.
  5. Select the primary guarantor in ‘Guarantor’.
  6. Select ‘Inpatient’ in ‘Billing Type’.
  7. Select ‘Sort File’ in ‘Billing Options’.
  8. Enter the desired value in ‘File Description/Name’.
  9. Select ‘All Clients’ in ‘All Clients Or Interim Billing Batch’.
  10. Select desired value in ‘Program(s)’.
  11. Select ‘No’ in ‘Create Claims’.
  12. Enter the desired value in ‘First Date Of Service To Include’.
  13. Enter the desired value in ‘Last Date Of Service To Include’.
  14. Select ‘All in ‘Include Primary and/or Secondary Billing.
  15. Click [Process].
  16. Validate the ‘Processing Report’ message contains ‘Compile Complete’.
  17. Click [OK].
  18. Select ‘Dump File’ in ‘Billing Options’.
  19. Select ‘Print’ in ‘Print Or Delete Report’.
  20. Select the desired report in ‘File’.
  21. Click [Process].
  22. Validate that there is one ‘CLM’ segment per service,
  23. Close the report.
  24. Close the form.
  25. If desired, use 'Individual Cash Posting' to transfer the services to the secondary guarantor, transferring an add-on code before the transferring the primary code.
  26. If the transfer was performed, process the ‘837-Institutional’ again to validate that only one claim is created for the service.
Topics
• 837 Professional • NX • 837 Institutional
Update 27 Summary | Details
Client display in 'Recent Clients' list, 'Search Clients' list, and 'Client Header'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Update Client Data
Scenario 1: Validate the 'Recent Clients' list, 'Search Clients' list, and 'Client Header' for clients imported via HL7 interface
Specific Setup:
  • A client exists that was imported via HL7 interface (Client A).
Steps
  1. Search for "Client A" in the 'Search Clients' field.
  2. Validate the name for "Client A" is correctly displayed.
  3. Select "Client A" in the 'Search Clients' field.
  4. Validate the 'Recent Clients' field contains "Client A" and the name is correctly displayed.
  5. Access the 'Update Client Data' form.
  6. Validate the name for "Client A" is correctly displayed in the 'Client Header'.
  7. Enter new values in the 'Client Last Name' and 'Client First Name' fields.
  8. Click [Submit].
  9. Search for "Client A" in the 'Search Clients' field.
  10. Validate the updated name for "Client A" is correctly displayed.
  11. Select "Client A" in the 'Search Clients' field.
  12. Validate the 'Recent Clients' field contains "Client A" and the updated name is correctly displayed.
  13. Access the 'Update Client Data' form.
  14. Validate the updated name for "Client A" is correctly displayed in the 'Client Header'.
  15. Close the form.
Topics
• Update Client Data • Client Header
2022 Update 87 Summary | Details
Personal Pronouns - Single Server Environment support
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Update Client Data
  • Admission (Outpatient)
  • Pre Admit
  • Assign Permanent MR#
  • Call Intake
  • Pre Admit Discharge
Scenario 1: 'Admission' form - Field Validation
Specific Setup:
  • Registry Setting "Avatar PM ->Client Information->Client Demographics->Client Demographics - Additional Fields is set to blank value.
  • Select a client that is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Admission' form.
  2. Select an existing episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Admission' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Enter/select values for all other required/desired fields in form.
  6. Validate the "Personal Pronouns" field isn't on the form.
  7. Click [Submit].
  8. Open the "Registry Settings" form.
  9. Set "Client Demographics - Additional Fields" to the value of "1&2".
  10. Click [Submit].
  11. Select "Client A" and access the 'Admission' form.
  12. Select an existing episode and click [Edit].
  13. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  14. Set the "Personal Pronouns" field to the desired value.
  15. Submit the form.
  16. Select "Client A" and access the 'Admission' form.
  17. Select the episode that was just edited.
  18. Validate the "Personal Pronouns" field display the value entered previously.
  19. Click [Discard].
  20. Access Crystal Reports or other SQL reporting tool.
  21. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  22. Validate the 'address_start_date' field is present and contains the previously filed value.
  23. Close the report.
  24. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  25. Validate the 'address_start_date' field is present and contains the previously filed value.
  26. Validate the 'personal_pronouns' field is present and contains the previously filed value
  27. Close the report.
Scenario 2: 'Update Client Data' form - Verification of 'Client Demographics' form fields
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Registry setting "Client Demographics - Additional Fields" is set to a blank value.
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Ensure that 'Address Start Date' field is present.
  3. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  4. Validate the "Personal Pronouns" field doesn't exist.
  5. Populate any other desired fields.
  6. Click [Submit].
  7. Access the "Registry Settings" form.
  8. Set the registry setting "Client Demographics - Additional Fields" to "1&2".
  9. Click [Submit].
  10. Select "Client A" and access the 'Update Client Data' form.
  11. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  12. Set the "Personal Pronouns" field to desired value.
  13. Click [Submit].
  14. Submit the form.
  15. Select "Client A" and access the 'Update Client Data' form.
  16. Validate the "Personal Pronouns" field displays the file previously filed.
  17. Access Crystal Reports or other SQL reporting tool.
  18. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  19. Validate the 'address_start_date' field is present and contains the previously filed value.
  20. Close the report.
  21. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  22. Validate the 'address_start_date' field is present and contains the previously filed value.
  23. Validate the 'personal_pronounsA' field is present and contains the previously filed value.
  24. Close the report.
Scenario 3: 'Admission (Outpatient)' - field validation
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
  • Registry setting "Client Demographics - Additional Fields" is set to a blank value.
Steps
  1. Select "Client A" and access the 'Admission (Outpatient)' form.
  2. Select an existing episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Admission (Outpatient)' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Validate the field "Personal Pronouns" isn't on the form.
  6. Enter/select values for all other required/desired fields in form.
  7. Click [Submit].
  8. Open the "Registry Settings" form.
  9. Registry setting "Client Demographics - Additional Fields" is set to include a "2".
  10. Select "Client A" and access the 'Admission (Outpatient)' form.
  11. Select an existing episode and click [Edit].
  12. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  13. Set the "Personal Pronouns" field to the desired value.
  14. Submit the form.
  15. Select "Client A" and access the 'Admission (Outpatient)' form.
  16. Validate the "Personal Pronouns" field displays the value previously filed.
  17. Access Crystal Reports or other SQL reporting tool.
  18. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  19. Validate the 'address_start_date' field is present and contains the previously filed value.
  20. Close the report.
  21. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  22. Validate the 'address_start_date' field is present and contains the previously filed value.
  23. Validate the 'personal_pronouns' field is present and contains the previously filed value.
  24. Close the report.
Scenario 4: 'Pre Admit' form - field validation
Specific Setup:
  • Registry setting "Client Demographics - Additional Fields" is set to a blank value.
  • An intake is processed for a new client using the "Call Intake" form.
  • Give the client from previous steps a Client ID by using the "Assign Permanent MR #" form.
Steps
  1. Select "Client A" and access the "Pre Admit" form.
  2. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Pre Admit' form.
  3. Validate the "Personal Pronouns" field doesn't exist on the form.
  4. Click [Discard].
  5. Registry setting "Client Demographics - Additional Fields" is set to include a "2".
  6. Select "Client A" and access the 'Pre Admit' form.
  7. Enter pre admit data.
  8. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  9. Enter data into the 'Personal Pronouns' field.
  10. Enter/select values for all other required/desired fields in form.
  11. Click [Submit].
  12. Select "Client A" and access the 'Pre Admit' form.
  13. Select an existing pre admit episode and click [Edit].
  14. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  15. Validate the "Personal Pronouns" field displays the data previously filed.
  16. Submit the form.
  17. Access Crystal Reports or other SQL reporting tool.
  18. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  19. Validate the 'address_start_date' field is present and contains the previously filed value.
  20. Close the report.
  21. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  22. Validate the 'address_start_date' field is present and contains the previously filed value.
  23. Validate the 'personal_pronouns' is present and contains the previously filed value.
  24. Close the report.
Scenario 5: 'Pre Admit Discharge' - field validation
Specific Setup:
  • Registry setting "Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields" must be set to a blank.
Steps
  1. Using the "Call Intake" form, enter in intake data.
  2. Using the "Assign Permanent MR #" to give the client from the previous step a permanent Client ID.
  3. Using the "Pre Admit" form, pre admiit the client.
  4. Select "Client A" and access the 'Pre Admit Discharge' form.
  5. Select an existing pre admit episode and click [Edit].
  6. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Pre Admit Discharge' form.
  7. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  8. Validate the "Persona Pronouns" field exists and is enabled.
  9. Enter data into the field.
  10. Enter/select values for all other required/desired fields in form.
  11. Click [Submit].
  12. Select "Client A" and access the 'Pre Admit Discharge' form.
  13. Select the discharged pre admit episode and click [Edit].
  14. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  15. Validate the 'Personal Pronouns' field displays the value from previously filed record.
  16. Close the form.
  17. Access Crystal Reports or other SQL reporting tool.
  18. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  19. Validate the 'address_start_date' field is present and contains the previously filed value.
  20. Close the report.
  21. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  22. Validate the 'address_start_date' field is present and contains the previously filed value.
  23. Validate the 'personal_pronouns' is present and contains the previously filed value
  24. Close the report.
Scenario 6: 'Call Intake' - field validation
Specific Setup:
  • Registry setting "Client Demographics - Additional Fields" is set to a blank value.
  • A client is enrolled in an existing Call Intake program (Client A).
Steps
  1. Select "Client A" and access the 'Call Intake' form.
  2. Select the existing call intake record and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Call Intake' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Validate the "Personal Pronouns" field isn't on the form.
  6. Enter/select values for all other required/desired fields in form.
  7. Click [Submit].
  8. Registry setting "Client Demographics - Additional Fields" is set to include a "2" value.
  9. Select "Client A" and access the 'Call Intake' form.
  10. Select the existing call intake record and click [Edit].
  11. Populate the "Personal Pronouns" field.
  12. Submit the form.
  13. Select "Client A" and access the 'Call Intake' form.
  14. Select the existing call intake record and click [Edit].
  15. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  16. Validate the 'Personal Pronouns' field displays the value previously filed.
  17. Close the form.
  18. Access Crystal Reports or other SQL reporting tool.
  19. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  20. Validate the 'address_start_date' field is present and contains the previously filed value.
  21. Close the report.
  22. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  23. Validate the 'address_start_date' field is present and contains the previously filed value.
  24. Validate the 'personal_pronouns' field is present and contains the previously filed value.
  25. Close the report.
Topics
• Admission • Update Client Data • NX • Admission (Outpatient) • Pre Admit • Pre Admit Discharge • Call Intake
Update 15 Summary | Details
Delete MHSA XML Submitted File(s)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • Program Maintenance
  • Admission (Outpatient)
  • MHSA XML Submission
  • Delete MHSA XML Submitted File(s)
Scenario 1: MHSA XML Submission / Deletion
Specific Setup:
  • System is defined to support ‘MHSA XML Submission’.
  • Facility Defaults: Output Path On Server for State Reporting Files field contains the directory where files will be placed on creation.
  • Client is identified that will be output to the ‘MHSA XML Submission’. Note the admission date.
Steps
  1. Open ‘MHSA XML Submission’.
  2. Select ‘Compile’ in ‘Options’.
  3. Enter desired value in ‘Through Date’.
  4. Click [Submit].
  5. Click [Yes].
  6. Select ‘Print’ in ‘Options’.
  7. Select the compiled file in ‘Select File To Print/Submit’.
  8. Click [Print Selected File Information].
  9. Validate the report data.
  10. Close the report.
  11. Select ‘Submit (Create File)’ in ‘Options’.
  12. Select the compiled file in ‘Select File To Print/Submit’.
  13. Select ‘Review’ in ‘Create File’.
  14. Click [OK].
  15. Click [Yes].
  16. Review the directory to validate that the ‘Review’ file was created. Validate the data.
  17. Select ‘Final’ in ‘Create File’.
  18. Click [OK].
  19. Click [Yes].
  20. Review the directory to validate that the ‘Final’ file was created. Validate the data.
  21. Close the form.
  22. Open ‘Delete MHSA XML Submitted File(s)’.
  23. Validate that the ‘Last Submitted File; field contains the file that was submitted.
  24. Click [Submit].
  25. Click [OK].
  26. Close the form.
  27. Open ‘Delete MHSA XML Submitted File(s)’.
  28. Validate that the deleted file does not exist.
  29. Close the form.
Topics
• NX • MHSA Assessment