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Avatar Cal-PM 2023 Monthly Release 2023.02.00 Acceptance Tests

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Update 12 Summary | Details
Payment/Adjustment Posting and Avatar MSO 'Retro Claim Adjudication'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Individual Cash Posting (PM)
  • Retro Claim Adjudication
  • 835 Health Care Claim Payment/Advice (PM)
Scenario 1: Avatar PM Service Payment/Adjustment Posting - Verification of Retro Claim Adjudication filing in Avatar MSO
Specific Setup:
  • One or more services which have been filed/pushed to Avatar PM parent system via Avatar MSO (and eligible for Retro Claim Adjudication entry in Avatar MSO)
  • 'Trigger Retro Claim Adjudication Entry in MSO' must be set to 'Yes' for one or more posting/adjustment codes (via Avatar PM 'Posting/Adjustment Codes Definition' form)
  • Extended Dictionary Data Element 'Payment/Adjustment And Transfer Codes (920)' may be defined with a PM posting/adjustment code in Avatar MSO 'Other Tabled Files' Indirect Dictionary Code 'Adjustment Code (351)' if default adjustment code not desired (via Avatar MSO 'Dictionary Update' form)
  • 'Default Retro Claim Adjudication Adjustment Code For Adjustments In PM' must be defined in Avatar MSO (via Avatar MSO 'Set System Defaults' form)
  • Avatar MSO 2021 Update 2 is required for 'Original Duration', 'Updated Duration' and 'Take Back Duration' fields to be present in Avatar MSO 'Retro Claim Adjudication' form/SQL table
Steps
  1. Open Avatar PM 'Individual Cash Posting' form.
  2. Note - functionality may also be confirmed via 'Spreadsheet Remittance Posting' and/or 'Batch Cash Posting' forms.
  3. Enter/select value for 'Client and 'Post By Claim Or Episode' fields (and 'Claim'/'Episode' fields if enabled).
  4. Click 'Select Item(s) To Post Against' button to open service selection grid.
  5. Select service for payment/adjustment posting and click 'OK' button to close service selection grid.
  6. Enter/select values for 'Posting Date', 'Date Of Receipt', and 'Guarantor' fields.
  7. Enter/select values for 'Dollar Amount To Be Posted' and 'Posting Code' fields.
  8. Enter/select value for 'Action For Remaining Balance If Applicable' (if required), and any other fields as required/desired.
  9. Click 'Update Temporary' file button to save payment/adjustment entry.
  10. Click 'Submit' button to file 'Individual Cash Posting' form and finalize temporary file posting/adjustment entries.
  11. Open Avatar MSO 'Retro Claim Adjudication' form.
  12. Note, Retro Claim Adjudication entries filed via Avatar PM payment/adjustment posting may also be confirmed directly in Avatar MSO SQL table 'SYSTEM.retro_claim_adjudications'
  13. Select 'Edit' in 'Add/Edit/Delete Claim Adjudication' field.
  14. In 'Claim' dropdown selection field, ensure that new Retro Claim Adjudication is present for original Avatar MSO claim where payment/adjustment has been filed for service in Avatar PM.
  15. In 'Claim' and 'Date of Service/Procedure' dropdown selection fields, select original Avatar MSO claim/service where payment/adjustment has been filed for service in Avatar PM.
  16. Confirm Avatar MSO 'Adjustment Code' value for Retro Claim Adjudication entry is value linked to Avatar PM posting/adjustment code by Extended Dictionary Data Element 'Payment/Adjustment And Transfer Codes'; if no MSO value for 'Payment/Adjustment And Transfer Codes' link is defined, confirm 'Adjustment Code' value for Retro Claim Adjudication entry is value defined as 'Default Retro Claim Adjudication Adjustment Code For Adjustments In PM'.
  17. Confirm 'Take Back Amount' value for Retro Claim Adjudication entry is value filed for 'Dollar Amount To Be Posted' in Avatar PM.
  18. Confirm 'Updated Disbursement Amount' value for Retro Claim Adjudication entry is calculated as 'Original Disbursement Amount minus Take Back Amount'.
  19. Confirm 'Take Back Duration' value for Retro Claim Adjudication entry is calculated with same ratio as 'Updated Disbursement' to 'Original Disbursement'.
  20. Example 1
  21. 'Original Duration' = 120, 'Original Disbursement Amount' = 300
  22. 'Dollar Amount To Be Posted'/'Take Back Amount' = 150
  23. 'Take Back Duration' will be calculated as 60 (being 1/2 value of 'Original Duration', 1/2 ratio of 'Updated Disbursement Amount' to 'Original Disbursement Amount')
  24. Example 2
  25. 'Original Duration' = 60, 'Original Disbursement Amount' = 300
  26. 'Dollar Amount To Be Posted'/'Take Back Amount' = 300 (full adjustment/payment)
  27. 'Take Back Duration' will be calculated as 60 (being full take back 'Original Duration')
  28. Confirm 'Updated Duration' value for Retro Claim Adjudication entry is calculated as 'Original Duration minus Take Back Duration'.
  29. Close Avatar MSO 'Retro Claim Adjudication' form.
Scenario 2: '835 Health Care Claim Payment/Advice' - Verification of Retro Claim Adjudication filing in Avatar MSO for payment/adjustment
Specific Setup:
  • One or more claimed services which have been filed/pushed to Avatar PM parent system via Avatar MSO (eligible for Avatar PM 835 inbound posting and Retro Claim Adjudication entry in Avatar MSO)
  • 'Trigger Retro Claim Adjudication Entry in MSO' must be set to 'Yes' for one or more posting/adjustment codes (via Avatar PM 'Posting/Adjustment Codes Definition' form)
  • Extended Dictionary Data Element 'Payment/Adjustment And Transfer Codes (920)' may be defined with a PM posting/adjustment code in Avatar MSO 'Other Tabled Files' Indirect Dictionary Code 'Adjustment Code (351)' if default adjustment code not desired (via Avatar MSO 'Dictionary Update' form)
  • 'Default Retro Claim Adjudication Adjustment Code For Adjustments In PM' must be defined in Avatar MSO (via Avatar MSO 'Set System Defaults' form)
  • Avatar MSO 2021 Update 2 is required for 'Original Duration', 'Updated Duration' and 'Take Back Duration' fields to be present in Avatar MSO Retro Claim Adjudication form/SQL table
  • Inbound 835 Health Care Claim Payment/Advice file containing one or more successfully compiled entries for Avatar PM claims containing services originating in Avatar MSO
Steps
  1. Open Avatar PM '835 Health Care Claim Payment/Advice' form.
  2. Select 'Load File' in the 'Options' field.
  3. Enter 'File Path/Name' value for 835 inbound file to be loaded, and click 'Process File' button.
  4. Ensure 835 file is successfully loaded.
  5. Select 'Compile File' in the 'Options' field.
  6. Select loaded inbound 835 file in the 'Select File' field, and click 'Process File' button.
  7. In 835 Compile Report - ensure that payments/adjustments are successfully compiled for Avatar PM claims containing services originating in Avatar MSO.
  8. Select 'Post File' in the 'Options' field.
  9. Select compiled inbound 835 file in the 'Select File' field, enter values for 'Posting Date' and 'Date of Receipt' fields (as well as any other fields as required/desired), and click 'Process File' button.
  10. In 835 Posting Report - ensure that payments/adjustments are successfully posted for Avatar PM claims containing services originating in Avatar MSO.
  11. Open Avatar MSO 'Retro Claim Adjudication' form.
  12. Note, Retro Claim Adjudication entries filed via Avatar PM 835 payment/adjustment posting may also be confirmed directly in Avatar MSO SQL table 'SYSTEM.retro_claim_adjudications'
  13. Select 'Edit' in 'Add/Edit/Delete Claim Adjudication' field.
  14. In 'Claim' dropdown selection field, ensure that new Retro Claim Adjudication is present for original Avatar MSO claim where payment/adjustment has been filed for service in Avatar PM via inbound 835 Health Care Claim Payment/Advice file posting.
  15. In 'Claim' and 'Date of Service/Procedure' dropdown selection fields, select original Avatar MSO claim/service where payment/adjustment has been filed for service in Avatar PM via inbound 835 Health Care Claim Payment/Advice file posting.
  16. Confirm Avatar MSO 'Adjustment Code' value for Retro Claim Adjudication entry is value linked to Avatar PM posting/adjustment code by Extended Dictionary Data Element 'Payment/Adjustment And Transfer Codes'; if no MSO value for 'Payment/Adjustment And Transfer Codes' link is defined, confirm 'Adjustment Code' value for Retro Claim Adjudication entry is value defined as 'Default Retro Claim Adjudication Adjustment Code For Adjustments In PM'.
  17. Confirm 'Take Back Amount' value for Retro Claim Adjudication entry is value filed for payment/adjustment in Avatar PM via inbound 835 Health Care Claim Payment/Advice file posting.
  18. Confirm 'Updated Disbursement Amount' value for Retro Claim Adjudication entry is calculated as 'Original Disbursement Amount minus Take Back Amount'.
  19. Confirm 'Take Back Duration' value for Retro Claim Adjudication entry is calculated with same ratio as 'Updated Disbursement' to 'Original Disbursement'.
  20. Example 1
  21. 'Original Duration' = 120, 'Original Disbursement Amount' = 300
  22. Amount posted from 835 adjustment/payment/'Take Back Amount' = 150
  23. 'Take Back Duration' will be calculated as 60 (being 1/2 value of 'Original Duration', 1/2 ratio of 'Updated Disbursement Amount' to 'Original Disbursement Amount')
  24. Example 2
  25. 'Original Duration' = 60, 'Original Disbursement Amount' = 300
  26. Amount posted from 835 adjustment/payment/'Take Back Amount' = 300 (full adjustment/payment)
  27. 'Take Back Duration' will be calculated as 60 (being full take back 'Original Duration')
  28. Confirm 'Updated Duration' value for Retro Claim Adjudication entry is calculated as 'Original Duration minus Take Back Duration'.
  29. Close Avatar MSO 'Retro Claim Adjudication' form.
Topics
• Individual Cash Posting • Spreadsheet Remittance Posting • Spreadsheet Batch Remittance Posting • NX • 835 Health Care Claim Payment/Advice • Posting/Adjustment Codes
Update 21 Summary | Details
Service Codes - 'Clinic Hours' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Service Code Upload Process
Scenario 1: 'Service Codes' - Add a Provider Only Service Code
Specific Setup:
  • Must have access to Crystal Reports or other SQL Reporting Tool.
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" in the 'Add New Or Edit Existing' field.
  3. Validate the 'Clinic Hours' field is displayed and disabled.
  4. Validate the 'Always Allow Overbooking' field is displayed and disabled.
  5. Populate the required and desired fields.
  6. Select "Provider" in the 'Service Required By' field.
  7. Validate the 'Clinic Hours' field is now enabled. Note: this field will only be enabled when "Provider" is selected in the 'Service Required By' field.
  8. Select "Yes" in the 'Clinic Hours' field.
  9. Validate the 'Always Allow Overbooking' field is now enabled. Note: this field will only be enabled when "Yes" is selected for 'Clinic Hours'.
  10. Select "Yes" in the 'Always Allow Overbooking' field.
  11. Click [Submit].
  12. Access Crystal Reports or other SQL reporting tool.
  13. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table.
  14. Validate a row is displayed for the service code filed in the previous steps.
  15. Validate the 'clinic_hours_code' field contains "Y".
  16. Validate the 'clinic_hours_value' field contains "Yes".
  17. Validate the 'alwoverbook_code' field contains "Y".
  18. Validate the 'alwoverbook_value' field contains "Yes".
  19. Access the 'Service Codes' form.
  20. Select "Edit" in the 'Add New Or Edit Existing' field.
  21. Select the service code filed in the previous steps.
  22. Validate "Yes" is selected in the 'Clinic Hours' field.
  23. Select "No" in the 'Always Allow Overbooking' field.
  24. Click [Submit].
  25. Access Crystal Reports or other SQL reporting tool.
  26. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table.
  27. Validate the 'alwoverbook_code' field contains "N".
  28. Validate the 'alwoverbook_value' field contains "No".
  29. Close the report.
Scenario 2: Cal-PM - 'Service Code Upload Process' - Upload Provider Only Service Code
Specific Setup:
  • Must have a Cal-PM Service Code Upload file containing a valid row with "Provider" as the value for 'Service Provided By' field and a valid value populated for 'Clinic Hours' and 'Always Allow Overbooking' fields (File A).
Steps
  1. Access the 'Service Code Upload Process' form.
  2. Enter "File A" in the 'Filename' field.
  3. Select "Compile" in the 'Compile Or Post' field.
  4. Select "No" in the 'Override Existing Service Codes' field.
  5. Click [Submit].
  6. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  7. Click [OK] and leave the form opened.
  8. Select "Post" in the 'Compile Or Post' field.
  9. Click [Submit].
  10. Validate a message is displayed stating: Posting completed.
  11. Click [OK] and close the form.
  12. Access the 'Service Code Upload Accepted Codes' form.
  13. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  14. Click [Process].
  15. Validate "File A" contents are displayed in the report.
  16. Validate the 'Clinic Hours' field is populated with the value defined in the file.
  17. Validate the 'Always Allow Overbooking' field is populated with the value defined in the file.
  18. Close the report and the form.
  19. Access the 'Service Codes' form.
  20. Select "Edit" in the 'Add New Or Edit Existing' field.
  21. Select the service code uploaded in the previous steps in the 'Service Code' field.
  22. Validate 'Clinic Hours' field contains the uploaded value.
  23. Validate 'Always Allow Overbooking' field contains the uploaded value.
  24. Validate all other information displays as expected.
  25. Close the form
  26. Access Crystal Reports or other SQL reporting tool.
  27. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  28. Validate a row is displayed for the service code uploaded in the previous steps.
  29. Validate the 'clinic_hours_code' field contains the uploaded value.
  30. Validate the 'clinic_hours_value' field contains the uploaded value.
  31. Validate the 'alwoverbook_code' field contains the uploaded value.
  32. Validate the 'alwoverbook_value' field contains the uploaded value.
  33. Close the report.
CSI Submission - Service Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Fee/Cross Reference Maintenance
  • Program Maintenance
  • Admission (Outpatient)
  • Financial Eligibility
  • CSI Admission
  • CSI Assessment
  • Client Charge Input
  • CSI Submission
  • User Definition
  • Service Code Upload Process
Scenario 1: 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.
  • Service Codes:
  • Service Code 1 has a value of 'Yes' in 'Report to CSI'.
  • Service Code 1 has a value of 'No' in 'Report to CSI'.
  • 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.
  • Client Charge Input has been used to provide both services to the client.
  • Close Charges has been used to close the charges.
Steps
  1. Open the 'CSI Assessment' form for the client identified in the setup.
  2. Select the desired episode in the Pre-Display
  3. Click [OK].
  4. Set the 'Assessment Appointment First Offer Date' field to the desired date in the future.
  5. Set the 'Assessment Appointment Accepted Date' field to the desired date.
  6. Set the 'Assessment Start Date' to desired value.
  7. Set the 'Treatment Appointment First Offer Date' field to the desired date in the future.
  8. Set the 'Treatment Appointment Accepted Date' field to the desired date.
  9. Select desired value from the 'Closure Reason' list field. Note the entire value.
  10. Set the 'Closed Out Date' field to desired date.
  11. Click [Submit].
  12. Open the 'Crystal Report' or any other SQL data viewer.
  13. Query the 'system.assessment_ca_csi_data' SQL table.
  14. Locate the client from above step.
  15. Verify the entire value selected in the 'Closure Reason' field is displays in the 'closure_reason_value' field.
  16. Open the 'CSI Submission' form.
  17. Select 'Compile' in the 'Option' field. This file includes all clients who have been admitted in the CSI Admission form.
  18. Verify that the 'From Date' displays one of the following:
  19. The through date of the last submitted CSI file.
  20. The date the file was compiled.
  21. The date (From Date field) of the file selected in the Select File to Print/Submit field.
  22. 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.
  23. Submit the file.
  24. Verify that the submitting has been completed successfully.
  25. Select 'Submit' option to create the CSI file.
  26. Select the CSI file in the 'Select File to Print/Submit' field.
  27. Select 'Review' to create a CSI file in the 'Create File' field.
  28. Select 'Submit' to create the CSI file.
  29. The form will be filed, and a dialog will display the file name and storage location.
  30. Review the located CSI Submission file.
  31. Verify the CSI Assessment record is included.
  32. Verify that Service Code 1 is reported.
  33. Close the CSI Submission file.
Scenario 2: Cal-PM - Service Codes validation
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" from the 'Add New Or Edit Existing' field.
  3. Enter the desired value in the 'New Service Code' field.
  4. Fill out all required fields, selecting a value of "Yes" in 'Is this Service A Visit'.
  5. Validate a value of "No" defaults in the 'Should This Visit Be Included on the CCD?' field.
  6. Set "Is this an ODS Group Service?" to "No".
  7. Click [File Service Code].
  8. Select "Edit" in the 'Add - Add New Or Edit Existing' field.
  9. Enter the service code added in the previous steps in the 'Service Code' field.
  10. Validate all the fields selected in the previous steps are populated.
  11. Select "Yes" in the 'Should This Visit Be Included On The CCD?' field.
  12. Select "Yes" in the "Is this an ODS Group Service?".
  13. Click [File Service Code].
  14. Select the 'Service Code Report' section.
  15. Select "Individual" in the 'Individual or All Service Codes' field.
  16. Enter the service code added in the previous steps in the 'Service Code' field.
  17. Click [Display Service Codes].
  18. Verify the 'Service Code List' report is displayed.
  19. Validate the 'Service Code List' report displays all information filed for the service code in the previous steps.
  20. Validate the 'Service Code List' report contains "Should This Visit Be Included On The CCD?: Yes".
  21. Validate the "Service Code List" report contains "Is this an ODS Group Service?".
  22. Click [Dismiss] and close the form.
  23. Access Crystal Reports or other SQL Reporting tool.
  24. Select the PM namespace.
  25. Create a report using the 'billing_tx_master_table' table.
  26. Validate a row is displayed for the service code added in the previous steps.
  27. Validate the 'SERVICE_CODE' field contains the service code added in the previous steps.
  28. Validate the 'incl_visit_in_CCD_code' field contains "Y".
  29. Validate the 'incl_visit_in_CCD_value' field contains "Yes".
  30. Validate the 'ods_grp_svc_code' field contains "Y".
  31. Validate the'ods_grp_svc_value' field contains "Yes".
  32. Close the report.
Scenario 3: Cal-PM - Service Code Upload - Validate 'Report to CSI' field.
Specific Setup:
  • Must have a Cal-PM Service Code Upload file for upload with a value of "Yes" in the ‘Report to CSI’ field. (File A)
  • Must have a Cal-PM Service Code Upload file for upload with a value of "No" in the ‘Report to CSI’ field. (File B)
  • Must have a Cal-PM Service Code Upload file for upload with no value in the ‘Report to CSI’ field. (File C)
Steps
  1. Access the 'Service Code Upload Process' form.
  2. Enter "File A" in the 'Filename' field.
  3. Select "Compile" in the 'Compile Or Post' field.
  4. Select "No" in the 'Override Existing Service Codes' field.
  5. Click [Submit].
  6. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  7. Click [OK].
  8. Select "Post" in the 'Compile Or Post' field.
  9. Click [Submit].
  10. Validate a message is displayed stating: Posting completed.
  11. Click [OK] and close the form.
  12. Access the 'Service Codes' form.
  13. Select "Edit" in the 'Add New Or Edit Existing' field.
  14. Select the service code uploaded in the previous steps in the 'Service Code' field.
  15. Validate the 'Report to CSI' field contains "Yes".
  16. Validate all other information displays as expected.
  17. Close the form
  18. Access the 'Service Code Upload Accepted Codes' form.
  19. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  20. Click [Process].
  21. Validate "File A" contents are displayed in the report.
  22. Validate the 'Report to CSI' field contains "Yes".
  23. Close the report and the form.
  24. Access Crystal Reports or other SQL reporting tool.
  25. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  26. Validate a row is displayed for the service code uploaded in the previous steps.
  27. Validate the 'report_to_csi_code' field contains "Y"
  28. Validate the 'report_to_csi_value' field contains "Yes".
  29. Close the report.
  30. Access the 'Service Code Upload Process' form.
  31. Enter "File B" in the 'Filename' field.
  32. Select "Compile" in the 'Compile Or Post' field.
  33. Select "No" in the 'Override Existing Service Codes' field.
  34. Click [Submit].
  35. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  36. Click [OK].
  37. Select "Post" in the 'Compile Or Post' field.
  38. Click [Submit].
  39. Validate a message is displayed stating: Posting completed.
  40. Click [OK] and close the form.
  41. Access the 'Service Codes' form.
  42. Select "Edit" in the 'Add New Or Edit Existing' field.
  43. Select the service code uploaded in the previous steps in the 'Service Code' field.
  44. Validate the 'Report to CSI' field contains "No".
  45. Validate all other information displays as expected.
  46. Close the form
  47. Access the 'Service Code Upload Accepted Codes' form.
  48. Select "File B" in the 'Select Desired Service Code Import File Name' field.
  49. Click [Process].
  50. Validate "File B" contents are displayed in the report.
  51. Validate the 'Report to CSI' field contains "No".
  52. Close the report and the form.
  53. Access Crystal Reports or other SQL reporting tool.
  54. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  55. Validate a row is displayed for the service code uploaded in the previous steps.
  56. Validate the 'report_to_csi_code' field contains "N"
  57. Validate the 'report_to_csi_value' field contains "No".
  58. Close the report.
  59. Access the 'Service Code Upload Process' form.
  60. Enter "File C" in the 'Filename' field.
  61. Select "Compile" in the 'Compile Or Post' field.
  62. Select "No" in the 'Override Existing Service Codes' field.
  63. Click [Submit].
  64. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  65. Click [OK].
  66. Select "Post" in the 'Compile Or Post' field.
  67. Click [Submit].
  68. Validate a message is displayed stating: Posting completed.
  69. Click [OK] and close the form.
  70. Access the 'Service Codes' form.
  71. Select "Edit" in the 'Add New Or Edit Existing' field.
  72. Select the service code uploaded in the previous steps in the 'Service Code' field.
  73. Validate the 'Report to CSI' field does not contain a value.
  74. Validate all other information displays as expected.
  75. Close the form
  76. Access the 'Service Code Upload Accepted Codes' form.
  77. Select "File C" in the 'Select Desired Service Code Import File Name' field.
  78. Click [Process].
  79. Validate "File C" contents are displayed in the report.
  80. Validate the 'Report to CSI' field does not contain a value.
  81. Close the report and the form.
  82. Access Crystal Reports or other SQL reporting tool.
  83. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  84. Validate a row is displayed for the service code uploaded in the previous steps.
  85. Validate the 'report_to_csi_code' field contains "NULL"
  86. Validate the 'report_to_csi_value' field contains "No Entry".
Service Codes - 'Available Electronic Visit Verification Tasks' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Dictionary Update (PM)
  • Service Code Upload Process
Scenario 1: 'Service Codes' - Add an EVV Service Code
Specific Setup:
  • Must have access Crystal Reports or other SQL Reporting Tool.
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" in the 'Add New Or Edit Existing' field.
  3. Validate the 'Available Electronic Visit Verification Tasks' field is displayed and disabled.
  4. Populate the required and desired fields.
  5. Select "Yes" in the 'Does Service Code Require Electronic Visit Verification' field.
  6. Validate the 'Available Electronic Visit Verification Tasks' field is now enabled.
  7. Select the desired value(s) in the 'Available Electronic Visit Verification Tasks' field.
  8. Click [Submit].
  9. Access Crystal Reports or other SQL reporting tool.
  10. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table.
  11. Validate a row is displayed for the service code filed in the previous steps.
  12. Validate the 'evv_tasks_code' field contains the code(s) associated to the task(s) selected in the previous steps.
  13. Validate the 'evv_tasks_value' field contains the value(s) selected in the previous steps.
  14. Access the 'Service Codes' form.
  15. Select "Edit" in the 'Add New Or Edit Existing' field.
  16. Select the service code filed in the previous steps.
  17. Select any new value(s) in the 'Available Electronic Visit Verification Tasks' field.
  18. Click [Submit].
  19. Access Crystal Reports or other SQL reporting tool.
  20. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table.
  21. Validate the 'evv_tasks_code' field contains the updated code(s) associated to the task(s) selected in the previous steps.
  22. Validate the 'evv_tasks_value' field contains the updated value(s) selected in the previous steps.
  23. Close the report.
Scenario 2: Cal-PM - 'Service Code Upload Process' - Upload EVV Service Code
Specific Setup:
  • Must have a Cal-PM Service Code Upload file for upload containing a valid row that includes "Yes" as the value for 'Does This Visit Require Electronic Visit Verification' and value(s) for 'Available Electronic Visit Verification Tasks' field (File A).
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
Steps
  1. Access the 'Service Code Upload Process' form.
  2. Enter "File A" in the 'Filename' field.
  3. Select "Compile" in the 'Compile Or Post' field.
  4. Select "No" in the 'Override Existing Service Codes' field.
  5. Click [Submit].
  6. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  7. Click [OK].
  8. Select "Post" in the 'Compile Or Post' field.
  9. Click [Submit].
  10. Validate a message is displayed stating: Posting completed.
  11. Click [OK] and close the form.
  12. Access the 'Service Code Upload Accepted Codes' form.
  13. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  14. Click [Process].
  15. Validate "File A" contents are displayed in the report.
  16. Validate the 'Available Electronic Visit Verification Tasks' field is populated with the value(s) defined in the file.
  17. Close the report and the form.
  18. Access the 'Service Codes' form.
  19. Select "Edit" in the 'Add New Or Edit Existing' field.
  20. Select the service code uploaded in the previous steps in the 'Service Code' field.
  21. Validate the 'Available Electronic Visit Verification Tasks' field contains the uploaded value(s).
  22. Validate all other information displays as expected.
  23. Close the form
  24. Access Crystal Reports or other SQL reporting tool.
  25. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  26. Validate a row is displayed for the service code uploaded in the previous steps.
  27. Validate the 'evv_tasks_code' field contains the uploaded value(s).
  28. Validate the 'evv_tasks_value' field contains the uploaded value(s).
  29. Close the report.
Service Codes - 'Always Allow Overbooking' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Service Code Upload Process
Scenario 1: 'Service Codes' - Add a Provider Only Service Code
Specific Setup:
  • Must have access to Crystal Reports or other SQL Reporting Tool.
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" in the 'Add New Or Edit Existing' field.
  3. Validate the 'Clinic Hours' field is displayed and disabled.
  4. Validate the 'Always Allow Overbooking' field is displayed and disabled.
  5. Populate the required and desired fields.
  6. Select "Provider" in the 'Service Required By' field.
  7. Validate the 'Clinic Hours' field is now enabled. Note: this field will only be enabled when "Provider" is selected in the 'Service Required By' field.
  8. Select "Yes" in the 'Clinic Hours' field.
  9. Validate the 'Always Allow Overbooking' field is now enabled. Note: this field will only be enabled when "Yes" is selected for 'Clinic Hours'.
  10. Select "Yes" in the 'Always Allow Overbooking' field.
  11. Click [Submit].
  12. Access Crystal Reports or other SQL reporting tool.
  13. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table.
  14. Validate a row is displayed for the service code filed in the previous steps.
  15. Validate the 'clinic_hours_code' field contains "Y".
  16. Validate the 'clinic_hours_value' field contains "Yes".
  17. Validate the 'alwoverbook_code' field contains "Y".
  18. Validate the 'alwoverbook_value' field contains "Yes".
  19. Access the 'Service Codes' form.
  20. Select "Edit" in the 'Add New Or Edit Existing' field.
  21. Select the service code filed in the previous steps.
  22. Validate "Yes" is selected in the 'Clinic Hours' field.
  23. Select "No" in the 'Always Allow Overbooking' field.
  24. Click [Submit].
  25. Access Crystal Reports or other SQL reporting tool.
  26. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table.
  27. Validate the 'alwoverbook_code' field contains "N".
  28. Validate the 'alwoverbook_value' field contains "No".
  29. Close the report.
Scenario 2: Cal-PM - 'Service Code Upload Process' - Upload Provider Only Service Code
Specific Setup:
  • Must have a Cal-PM Service Code Upload file containing a valid row with "Provider" as the value for 'Service Provided By' field and a valid value populated for 'Clinic Hours' and 'Always Allow Overbooking' fields (File A).
Steps
  1. Access the 'Service Code Upload Process' form.
  2. Enter "File A" in the 'Filename' field.
  3. Select "Compile" in the 'Compile Or Post' field.
  4. Select "No" in the 'Override Existing Service Codes' field.
  5. Click [Submit].
  6. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  7. Click [OK] and leave the form opened.
  8. Select "Post" in the 'Compile Or Post' field.
  9. Click [Submit].
  10. Validate a message is displayed stating: Posting completed.
  11. Click [OK] and close the form.
  12. Access the 'Service Code Upload Accepted Codes' form.
  13. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  14. Click [Process].
  15. Validate "File A" contents are displayed in the report.
  16. Validate the 'Clinic Hours' field is populated with the value defined in the file.
  17. Validate the 'Always Allow Overbooking' field is populated with the value defined in the file.
  18. Close the report and the form.
  19. Access the 'Service Codes' form.
  20. Select "Edit" in the 'Add New Or Edit Existing' field.
  21. Select the service code uploaded in the previous steps in the 'Service Code' field.
  22. Validate 'Clinic Hours' field contains the uploaded value.
  23. Validate 'Always Allow Overbooking' field contains the uploaded value.
  24. Validate all other information displays as expected.
  25. Close the form
  26. Access Crystal Reports or other SQL reporting tool.
  27. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  28. Validate a row is displayed for the service code uploaded in the previous steps.
  29. Validate the 'clinic_hours_code' field contains the uploaded value.
  30. Validate the 'clinic_hours_value' field contains the uploaded value.
  31. Validate the 'alwoverbook_code' field contains the uploaded value.
  32. Validate the 'alwoverbook_value' field contains the uploaded value.
  33. Close the report.
Topics
• Service Codes • CSI Assessment • NX • CSI Submission
Update 28 Summary | Details
Program Maintenance - Assignment of Subscriber MEDS ID#
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • File Import
  • Admission (Outpatient)
  • California MEDS File Load (report)
  • Financial Eligibility
  • Program Maintenance Web Service
Scenario 1: 'Program Maintenance' - Form Verification (Avatar Cal-PM)
Specific Setup:
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open the Avatar Cal-PM 'Program Maintenance' form.
  2. Select 'Add' in 'Add or Edit Program' field and enter Program Code (or select 'Edit' in 'Add or Edit Program' field and select existing Program).
  3. Ensure that 'EVV Provider Organization ID' field is present in form; enter value for 'EVV Provider Organization ID' if desired.
  4. Ensure that 'Require Source Of Admission' field is present in form (Yes/No radio button selection field); select value for 'Require Source Of Admission' if desired.
  5. If 'Require Source Of Admission' is set to 'Yes', the 'Source Of Admission' field will be required in the Avatar Cal-PM 'Admission', 'Admission (Outpatient)' and 'Back Dated Admission/Discharge' forms (as well as the Avatar Cal-PM Client Admission Web Service) for the selected Program
  6. Ensure that 'Require Attending Practitioner' field is present in form (Yes/No radio button selection field); select value for 'Require Source Of Admission' if desired.
  7. If 'Require Attending Practitioner' is set to 'Yes', the 'Attending Practitioner' field will be required in the Avatar Cal-PM 'Admission', 'Admission (Outpatient)' and 'Back Dated Admission/Discharge' forms (as well as the Avatar Cal-PM Client Admission Web Service) for the selected Program
  8. Enter/select values for all other Program Maintenance fields as required/desired.
  9. Click 'File Program' button to save Program Maintenance information.
  10. Click 'Print All Programs' button to display Program Maintenance information.
  11. In Program Maintenance report, ensure 'Require Source Of Admission' and 'Require Attending Practitioner' fields are present and reflect values filed via 'Program Maintenance' form.
  12. Open Crystal Reports or other SQL reporting tool.
  13. In Avatar Cal-PM SQL table 'SYSTEM.table_program_definition' - ensure all Program Maintenance information filed is present, including values for 'req_src_adm_code'/'req_src_adm_value' and 'req_attn_pract_code'/'req_attn_pract_value'.
Scenario 2: Cal-PM - File Import - Validate 'Program Maintenance' Import
Specific Setup:
  • Have a valid 'Program Maintenance' import file (File A) created that contains a data row for a program with the following:
  • A value populated in the 'EVV Provider Organization ID' field
  • Value(s) in the 'Associated Service Programs' field
Steps
  1. Access the 'File Import' form.
  2. Select "Program Maintenance" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Navigate to the location of "File A" and click [Open].
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "File A" in the 'File(s)' field.
  8. Click [Process Action].
  9. Validate a message is displayed stating "Compiled" and click [OK].
  10. Select "Print File" in the 'Action' field.
  11. Select "File A" in the 'File(s)' field.
  12. Click [Process Action].
  13. Validate a report is displayed for the program data in "File A".
  14. Close the report.
  15. Select "Post File" in the 'Action' field.
  16. Select "File A" in the 'File(s)' field.
  17. Click [Process Action].
  18. Validate a message is displayed stating "Posted" and click [OK].
  19. Close the form.
  20. Access the 'Program Maintenance' form.
  21. Select "Edit" in the 'Add Or Edit Program' field.
  22. Select the program imported via 'File Import' in the 'Program' field.
  23. Validate all imported data is populated as expected.
  24. Validate the 'Associated Service Programs' field contains the programs imported in the previous steps.
  25. Validate the 'EVV Provider Organization ID' field contains the value imported in the previous steps.
  26. Close the form.
Scenario 3: Cal-PM - Financial Eligibility - Program Maintenance - Assign Subscriber Meds ID#
Specific Setup:
  • Registry setting:
  • 'Subscriber MEDS ID#' Assignment' has a value of 'Y'.
  • 'Subscriber Client Index Number' has a value of 'N'.
  • Program Maintenance:
  • 'Assign Subscriber MEDS ID#'' has a value of 'Yes'.
  • Note the Guarantors assigned to the program.
  • California MEDS File Load:
  • Client A will be assigned a guarantor from the above program in Financial Eligibility'. Note the value of the Subscriber MEDS ID#.
  • The Meds file had been loaded and submitted.
Steps
  1. Open ‘Financial Eligibility’ for the client.
  2. Select the ‘Guarantor’ section.
  3. Select the ‘Guarantor’ from ‘Program Maintenance’.
  4. Validate that there is no value in ‘Subscriber MEDS ID#’.
  5. Close the form.
  6. Open ‘Registry Settings’
  7. Change the values of 'Subscriber Client Index Number' to ‘Y’ and submit the form.
  8. Open ‘California MEDS File Load’.
  9. Load and submit the file.
  10. Close the form.
  11. Open ‘Financial Eligibility’ for the client.
  12. Select the ‘Guarantor’ section.
  13. Select the ‘Guarantor’ from ‘Program Maintenance’.
  14. Validate that the ‘Subscriber MEDS ID#’ contains the correct value.
  15. Close the form.
Scenario 4: Cal - PM Program Maintenance Web Service
Specific Setup:
  • Registry setting 'Avatar PM->System Maintenance->System Definition->California MEDS File Load->->Enable 'Subscriber MEDS ID#' Assignment' has a value of 'P'.
  • Application utilizing the Avatar Cal-PM 'Program Maintenance' web service:
  • Program Maintenance: Select a program to edit or add a new program.
Steps
  1. Using the Avatar Cal-PM 'Program Maintenance' web service, add a value of 'Y' or 'N' to '<tem:AssignSubscriberMEDSID></tem:AssignSubscriberMEDSID>.
  2. Using the Avatar Cal-PM 'Program Maintenance' web service, ensure that if value submitted for one or more fields exceeds the maximum allowed length of entry for this field, the web service request is rejected and error message noting the field length validation failure is returned.
  3. Examples:
  4. 'The following fields are invalid: Program Code : Length exceeded 10 characters limit'.
  5. 'The following fields are invalid: Description : Length exceeded 40 characters limit'.
  6. After correcting the field length issues, please resubmit and verify a successful filing.
  7. Open 'Program Maintenance' to review the program that was added or edit to validate that the data filed correctly.
  8. Close the form.
Topics
• Registry Settings • Program Maintenance • NX • File Import • Financial Eligibility • Web Services
Update 35 Summary | Details
File Import - Payment Adjustment Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
Scenario 1: Cal-PM - File Import - Payment Adjustment Posting
Specific Setup:
  • Posting/Adjustment Codes Definition has been used to create payment, adjustment, and transfer definitions.
  • Client Ledger is used to identify a client that has services with an outstanding balance.
  • A file is created to import payments, adjustments, and/or transfers.
Steps
  1. Open ‘File Import’.
  2. Select ‘Payment Adjustment Posting’ in ‘File Type’.
  3. Upload the file.
  4. Compile the file and print the report if no errors.
  5. If there are errors, print the error report, correct the file, upload, and compile the corrected file.
  6. Post the file.
  7. Close the form.
  8. Open ‘Client Ledger’.
  9. Validate that the payments, adjustments, and/or transfers posted to the service correctly.
  10. Close the report.
  11. Close the form.
Topics
• File Import • NX
Update 38 Summary | Details
Database Management - Tables
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Reports or other SQL Reporting tool (PM Namespace)
  • Admission (Outpatient)
  • Family Registration (CAL)
Scenario 1: Family ID - 'SYSTEM.patient_current_demographics' table
Specific Setup:
  • Family Registration: Select an active family. Identify an active member.
  • Query the 'SYSTEM.patient_current_demographics' table specific to the client. Note the value of the 'FAMIID' field, which is the current family ID.
Steps
  1. Open 'Family Registration'.
  2. Select the family that was selected in 'Setup'.
  3. Select the member that was identified in 'Setup'.
  4. Enter a value in 'End Date Of Family Membership' that is prior to the current date.
  5. Click [Submit].
  6. Open 'Family Registration'.
  7. Select a different family.
  8. Add the member that was identified in 'Setup'. Enter a 'Start Date Of Family Membership' that is after the 'End Date Of Family Membership' in the previous family.
  9. Click [Submit].
  10. Query the 'SYSTEM.patient_current_demographics' table specific to the client. Note the value of the 'FAMIID' field, which is the new family ID.
Database Management - tables
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Crystal Reports or other SQL Reporting tool (PM Namespace)
  • Update Client Data
  • Discharge (Outpatient)
  • Form and Table Documentation (PM)
Scenario 1: Avatar Cal-PM 'Admission' - Verification of Demographic Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  2. In Client Search form, enter values for client search criteria and click 'Search' button.
  3. Click 'New Client' button for Admission form entry/new client creation (or select Client Search result row for existing client Admission entry/update).
  4. Enter/select values for 'Client Name', 'Sex', 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type Of Admission', 'Admitting Practitioner' and any other required/desired fields in main form section.
  5. Navigate to 'Demographics' section of form.
  6. Ensure that the following fields are present in 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form:
  7. 'Gender Identity'
  8. 'Gender Identity (Please Describe)'
  9. 'Sexual Orientation'
  10. 'Sexual Orientation (Please Describe)'
  11. Select value in 'Gender Identity' field.
  12. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  13. Ensure that the ‘Sexual Orientation’ field is conditionally required/not required based on selected Program value (according to ‘Require Sexual Orientation Response During Admission?’ field Avatar Cal-PM ‘Program Maintenance’ form).
  14. Select value in 'Sexual Orientation' field.
  15. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  16. 'Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  17. Enter value in 'Preferred Name' field.
  18. Ensure that if invalid spacing/characters are included in 'Preferred Name' value, the entry is disallowed and user is presented with an error dialog noting 'Invalid Format: Limited to alphabetic characters with an optional intervening space, hyphen or apostrophe.'
  19. Enter/select values for any other fields in form as required/desired.
  20. Click 'Submit' button to file 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  21. Re-open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for same client/episode as filed above.
  22. Navigate to 'Demographics' section of form.
  23. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields.
  24. Note - Client Demographic field values filed in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' forms may also be confirmed via the Avatar Cal-PM 'Update Client Data' form.
  25. Open Crystal Reports or other SQL reporting tool.
  26. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form including the following fields:
  27. 'gender_identity_code' / 'gender_identity_value'
  28. 'gender_identity_other'
  29. 'sexual_orientation_code' / 'sexual_orientation_value'
  30. 'sexual_orientation_other'
  31. In Avatar Cal-PM SQL tables 'SYSTEM.view_episode_summary_admit' and 'SYSTEM.view_episode_summary_current', ensure that values are present for all information filed via Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form including the following fields:
  32. 'gender_identity_code' / 'gender_identity_value'
  33. 'gender_identity_other'
  34. 'sexual_orientation_code' / 'sexual_orientation_value'
  35. 'sexual_orientation_other'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identify/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Demographics' and/or 'Other Client Data' sections of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 2: Avatar Cal-PM 'Update Client Data' - Verification of Demographic Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Existing Avatar Cal-PM client record(s) for Demographic information view/update
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Update Client Data' form.
  2. Select existing client for Demographic information update.
  3. Ensure that the following fields are present in 'Demographics' section of 'Update Client Data' form (main form section):
  4. 'Gender Identity'
  5. 'Gender Identity (Please Describe)'
  6. 'Sexual Orientation'
  7. 'Sexual Orientation (Please Describe)'
  8. Ensure that fields noted above are populated with existing Client Demographic values/information in form display.
  9. Select value in 'Gender Identity' field.
  10. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  11. Select value in 'Sexual Orientation' field.
  12. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  13. 'Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from 'Update Client Data' form.
  14. Enter value in 'Preferred Name' field.
  15. Ensure that if invalid spacing/characters are included in 'Preferred Name' value, the entry is disallowed and user is presented with an error dialog noting 'Invalid Format: Limited to alphabetic characters with an optional intervening space, hyphen or apostrophe.'
  16. Enter/select values for any other fields in form as required/desired.
  17. Click 'Submit' button to file 'Update Client Data form.
  18. Re-open Avatar Cal-PM 'Update Client Data' form for same client as filed above.
  19. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields.
  20. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Update Client Data' form including the following fields:
  21. 'gender_identity_code' / 'gender_identity_value'
  22. 'gender_identity_other'
  23. 'sexual_orientation_code' / 'sexual_orientation_value'
  24. 'sexual_orientation_other'
  25. In Avatar Cal-PM SQL tables 'SYSTEM.view_episode_summary_admit' and 'SYSTEM.view_episode_summary_current', ensure that values are present for all information filed via Avatar Cal-PM 'Update Client Data' form including the following fields:
  26. 'gender_identity_code' / 'gender_identity_value'
  27. 'gender_identity_other'
  28. 'sexual_orientation_code' / 'sexual_orientation_value'
  29. 'sexual_orientation_other'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identity/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Update Client Data' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 3: Avatar Cal-PM 'Discharge' - Verification of Demographic Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Existing Avatar Cal-PM client/episode record(s) for 'Discharge', 'Discharge (Outpatient)' and/or 'Pre Admit Discharge' entry
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  2. Select existing client/episode for Discharge entry.
  3. Enter/select values for 'Date Of Discharge', 'Discharge Time', 'Type Of Discharge', 'Discharge Practitioner' and any other required/desired fields in main form section.
  4. Navigate to 'Demographics' section of form.
  5. Ensure that the following fields are present in 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form:
  6. 'Gender Identity'
  7. 'Gender Identity (Please Describe)'
  8. 'Sexual Orientation'
  9. 'Sexual Orientation (Please Describe)'
  10. Ensure that fields noted above are populated with existing Client Demographic values/information in form display.
  11. Select value in 'Gender Identity' field.
  12. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  13. Select value in 'Sexual Orientation' field.
  14. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  15. 'Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  16. Enter value in 'Preferred Name' field.
  17. Ensure that if invalid spacing/characters are included in 'Preferred Name' value, the entry is disallowed and user is presented with an error dialog noting 'Invalid Format: Limited to alphabetic characters with an optional intervening space, hyphen or apostrophe.'
  18. Enter/select values for any other fields in form as required/desired.
  19. Click 'Submit' button to file 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  20. Re-open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for same client/episode as filed above.
  21. Navigate to 'Demographics' section of form.
  22. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields.
  23. Note - Client Demographic field values filed in 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' forms may also be confirmed via the Avatar Cal-PM 'Update Client Data' form.
  24. Open Crystal Reports or other SQL reporting tool.
  25. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form including the following fields:
  26. 'gender_identity_code' / 'gender_identity_value'
  27. 'gender_identity_other'
  28. 'sexual_orientation_code' / 'sexual_orientation_value'
  29. 'sexual_orientation_other'
  30. In Avatar Cal-PM SQL tables 'SYSTEM.view_episode_summary_admit', 'SYSTEM.view_episode_summary_current' and 'SYSTEM.view_episode_summary_discharge', ensure that values are present for all information filed via Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form including the following fields:
  31. 'gender_identity_code' / 'gender_identity_value'
  32. 'gender_identity_other'
  33. 'sexual_orientation_code' / 'sexual_orientation_value'
  34. 'sexual_orientation_other'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identify/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Demographics' and/or 'Other Client Data' sections of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 4: Form and Table Documentation - 'gender_identity_code' and 'gender_identity_value'
Steps
  1. Open 'Form and Table Documentation.
  2. Select 'Table' in 'Type of Documentation'.
  3. Select the 'SYSTEM.patient_current_demographics'.
  4. Click [Process].
  5. Click 'Search' and enter 'gender'.
  6. Click the search icon.
  7. Validate the the form contains:
  8. gender_identity_code String 20 Patient's Gender Identity code
  9. gender_identity_value String 60 Y Patient's Gender Identity value
  10. Repeat for the 'SYSTEM.patient_demographic_history'.
  11. Validate that the 'gender_identity_value' field contains a value of '60' for the following tables:
  12. 'SYSTEM.patient_current_demographics'
  13. 'SYSTEM.patient_demographic_history'
  14. 'SYSTEM.view_episode_summary_admit'
  15. 'SYSTEM.view_episode_summary_current'
  16. 'SYSTEM.view_episode_summary_discharge'.
  17. Close the form.
Topics
• Family Registration • NX • Pre Admit • Admission • Admission (Outpatient) • Client Management • Update Client Data • Discharge • Pre Admit Discharge • Database Management
 

Avatar_Cal-PM_2023_Monthly_Release_2023.02.00_Details.csv