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Avatar Cal-PM 2023 Monthly Release 2023.03.02 Acceptance Tests

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Update 60 Summary | Details
Purge Billing Files - Billing List to Purge
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Purge Billing Files
  • Quick Billing
Scenario 1: Validate 'Purge Billing Files' when '271 Batch' is selected to purge.
Specific Setup:
  • At least two 271 batch(es) are identified. Note the batch numbers.
Steps
  1. Open 'Purge Billing Files'.
  2. Select '271 Batch' in 'Billing List to Purge'.
  3. Enter a date in 'Date Created Start Date'.
  4. Enter a date in 'Date Created End Date'.
  5. Select 'None' in 'File Selection Default'.
  6. Click [Select File(s) to Purge].
  7. Verify that the file list contains both the 'Posted' batches along with the 'Compiled' batches.
  8. Select the first row, noting the 'Date Created' and 'Batch Name'.
  9. Click [OK].
  10. Click [Submit].
  11. Click [OK].
  12. Repeat steps 1 - 7.
  13. Verify that the batch that was deleted is not present by confirming that the deleted 'Date Created' and 'Batch Name' are not included in the grid.
  14. Run the SQL query and verify that the purged files are only removed from the file lists and not from the system.
Scenario 2: Validate 'Purge Billing Files' when '835 Batch' is selected to purge.
Specific Setup:
  • At least two 835 batch(es) are identified for this test.
  • Note down the batch numbers.
Steps
  1. Open 'Purge Billing Files'.
  2. Select '835 Batch' in 'Billing List to Purge'.
  3. Enter a date in 'Date Created Start Date'.
  4. Enter a date in 'Date Created End Date'.
  5. Select 'None' in 'File Selection Default'.
  6. Click [Select File(s) to Purge].
  7. Verify that the file list contains both the 'Posted' batches along with the 'Compiled' batches.
  8. Select the first row, noting the 'Date Created' and 'Batch Name'.
  9. Click [OK].
  10. Click [Submit].
  11. Click [OK].
  12. Repeat steps 1 - 7.
  13. Verify that the batch that was deleted is not present by confirming that the deleted 'Date Created' and 'Batch Name' are not included in the grid.
  14. Run the SQL query and verify that the purged files are only removed from the file lists and not from the system.
Scenario 3: Validate 'Purge Billing Files' when 'Quick Billing Batch' is selected to purge.
Specific Setup:
  • At least two Quick Billing batches are identified. Note the batch numbers.
Steps
  1. Open 'Purge Billing Files'.
  2. Select 'Quick Billing Batch' in 'Billing List to Purge'.
  3. Enter a date in 'Date Created Start Date'.
  4. Enter a date in 'Date Created End Date'.
  5. Select 'None' in 'File Selection Default'.
  6. Click [Select File(s) to Purge].
  7. Select the first row, noting the 'Date Created' and 'Batch Number'.
  8. Click [OK].
  9. Click [Submit].
  10. Click [OK].
  11. Repeat steps 1 - 7.
  12. Verify that the batch that was deleted is not present by confirming that the deleted 'Date Created' and 'Batch Number' are not included in the list.
  13. If desired, SQL query the 'SYSTEM.billing_quick_batch' table specific to the purged batch, and verify that the associated 837 compiles do not display.
Topics
• Eligibility Response (271) • Purge Billing Files • 835 Health Care Claim Payment/Advice • Quick Billing
Update 63 Summary | Details
Avatar PM 'Cal-PM Admission' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Cal-OMS Admission
  • Cal-OMS File Import
Scenario 1: Avatar Cal-PM 'Dictionary Update' - Verification of 'Level Of Care Admitted' Dictionary
Steps
  1. Open Avatar Cal-PM 'Dictionary Update' form.
  2. Navigate to 'Input Dictionary Code(s)' section of form.
  3. Select 'Client' file.
  4. Select Data Element/Dictionary '(70710) Level of Care Admitted'.
  5. Enter/select value for Dictionary Code/Value, and select Extended Dictionary Data Element '(70913) Opioid Treatment Program - Override Concurrent Admissions Error Checking'.
  6. Ensure Dictionary Codes/Values 'Yes' and 'No' are available for assignment/selection as Extended Dictionary Data Element for 'Opioid Treatment Program - Override Concurrent Admissions Error Checking' under 'Level of Care Admitted' Dictionary Data Element.
  7. This Extended Dictionary Data Element will determine whether the Avatar Cal-PM 'Cal-OMS Admission' form allows overlapping/concurrent Cal-OMS Admission episodes (Cal-OMS 'Admission Date' through 'Discharge Date' if discharged otherwise current date) for the same 'Level of Care Admitted'/'Cal-OMS Type of Service'.
  8. Selecting 'Yes' will override system validation/error checking and allow overlapping/concurrent entries under this 'Level of Care Admitted' for new and existing Cal-OMS Admission records/episodes where one or more overlapping Cal-OMS Admissions exist with same 'Cal-OMS Type of Service' based on 'Level of Care Admitted' values
  9. Selecting 'No' (or no value) will enforce validation/error checking to disallow overlapping/concurrent Cal-OMS Admission episode entries under same 'Cal-OMS Type of Service' based on 'Level of Care Admitted' values (system default behavior)
  10. Select value for Extended Dictionary Data Element for 'Opioid Treatment Program - Override Concurrent Admissions Error Checking' (and any other Extended Dictionary Data Elements as desired).
  11. Click 'Apply Changes' button to file Data Element/Dictionary.
  12. Enter/select previously entered value for Dictionary Code/Value, and select Extended Dictionary Data Element '(70913) Opioid Treatment Program - Override Concurrent Admissions Error Checking'.
  13. Ensure that previously selected/filed value is present in 'Extended Dictionary Value (Single Dictionary)' field.
Scenario 2: 'Cal-OMS Admission' - Verification of 'Level of Care Admitted' Concurrent Admission Validation
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Allow Multiple Cal-OMS Admissions Per Avatar Episode' must be enabled
  • 'Level of Care Admitted' Dictionary Data Element where 'Opioid Treatment Program - Override Concurrent Admissions Error Checking' Extended Dictionary Data Element is set to 'Yes' (via Avatar Cal-PM 'Dictionary Update' form)
  • One or more client(s) with episode eligible for Cal-OMS Admission entry/filing
Steps
  1. Open 'Cal-OMS Admission' form.
  2. Note - Acceptance testing may also be confirmed via 'Cal-OMS File Import' form and/or Avatar Cal-PM 'Cal-OMS Admission' web service
  3. Select client/episode for record entry and click 'OK' button.
  4. Enter value for 'Admission Date' field, using date which overlaps/is concurrent with a different/existing Cal-OMS Admission episode for same client (Cal-OMS 'Admission Date' through 'Discharge Date' if discharged otherwise current date).
  5. Select value for 'Location of Admission' and 'Level of Care Admitted' fields.
  6. Note - 'Cal-OMS Type of Service' value is determined by 'Level of Care Admitted' selection/linked value
  7. In case where 'Opioid Treatment Program - Override Concurrent Admissions Error Checking' Extended Dictionary Element is set to 'No' (or no value/not defined) for the selected 'Level of Care Admitted':
  8. If the 'Cal-OMS Type of Service' for selected 'Level of Care Admitted' value is same as that of existing overlapping/concurrent Cal-OMS Admission episode for the same client - ensure that 'Level of Care Admitted'/'Cal-OMS Type of Service' validation/error checking is failed, user is presented with error dialog noting 'There is an active Cal-OMS admission for this 'Cal-OMS Type of Service'' or 'There is a later Cal-OMS admission for this 'Cal-OMS Type of Service'' and the entry/selection is disallowed.
  9. If the 'Cal-OMS Type of Service' for selected 'Level of Care Admitted' value is not the same as that of any existing overlapping/concurrent Cal-OMS Admission episode for the same client - ensure that 'Level of Care Admitted'/'Cal-OMS Type of Service' validation/error checking is passed, error dialog is not displayed and entry/selection is allowed.
  10. In case where 'Opioid Treatment Program - Override Concurrent Admissions Error Checking' Extended Dictionary Element is set to 'Yes' for the selected 'Level of Care Admitted':
  11. If the 'Cal-OMS Type of Service' for selected 'Level of Care Admitted' value is same as that of existing overlapping/concurrent Cal-OMS Admission episode for the same client - ensure that failed 'Level of Care Admitted'/'Cal-OMS Type of Service' validation/error checking is overridden, error dialog is not displayed and entry/selection is allowed.
  12. If the 'Cal-OMS Type of Service' for selected 'Level of Care Admitted' value is not the same as that of any existing overlapping/concurrent Cal-OMS Admission episode for the same client - ensure that 'Level of Care Admitted'/'Cal-OMS Type of Service' validation/error checking is passed, error dialog is not displayed and entry/selection is allowed.
  13. Enter/select values for other fields in form as required/desired.
  14. Click 'Submit' button in 'Cal-OMS Admission' form to file record/data.
Topics
• Cal-Oms Admission • Dictionary
Update 71 Summary | Details
Client Demographic forms - 'Preferred Appointment Site' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Update Client Data
  • Discharge
  • Pre Admit Discharge
  • Assign MR#
  • SoapUI - UpdateAdmission
  • Admission (Outpatient)
Scenario 1: Validate the 'Admission' form for a new client
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
Steps
  1. Access the 'Admission' form.
  2. Admit a new client into any episode.
  3. Populate all required and desired fields.
  4. Select the "Demographics" section.
  5. Select the desired site in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  6. Click [Submit].
  7. Access the 'Admission' form for the client admitted in the previous steps.
  8. Click [Edit] for the episode added in the previous steps.
  9. Validate the previously filed data is displayed.
  10. Select the "Demographics" section.
  11. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  12. Close the form.
Scenario 2: 'Update Client Data' - Verification of form filing
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  3. Populate any other desired fields.
  4. Click [Submit].
  5. Select "Client A" and access the 'Update Client Data' form.
  6. Validate the previously filed data is displayed.
  7. Validate the 'Preferred Appointment Site' field contains the value selected in the previous steps.
  8. Close the form.
Scenario 3: 'Discharge' form - Field Validation
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Select an existing episode and click [Edit].
  3. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Discharge Time' field.
  5. Select the desired value in the 'Type Of Discharge' field.
  6. Select the desired practitioner in the 'Discharge Practitioner' field.
  7. Select the "Demographics" section.
  8. Select the desired value in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  9. Click [Submit].
  10. Select "Client A" and access the 'Discharge' form.
  11. Select the discharged episode and click [Edit].
  12. Validate all previously filed data is displayed.
  13. Select the "Demographics" section.
  14. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  15. Close the form.
Scenario 4: 'Pre Admit' form - Field Validation
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit' form.
  2. Select an existing episode and click [Edit].
  3. Select the "Demographics" section.
  4. Select the desired value in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  5. Click [Submit].
  6. Select "Client A" and access the 'Pre Admit' form.
  7. Select an existing episode and click [Edit].
  8. Select the "Demographics" section.
  9. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  10. Close the form.
Scenario 5: 'Call Intake' form - Field Validation
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • 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. Select the "Demographics" section.
  4. Select the desired value in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  5. Click [Submit].
  6. Select "Client A" and access the 'Call Intake' form.
  7. Select the existing call intake record and click [Edit].
  8. Select the "Demographics" section.
  9. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  10. Close the form.
Scenario 6: Pre Admit Discharge web service validation
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Access SoapUI for the 'ClientPreAdmitDischarge' - 'PreAdmitDischargeClient' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'DateOfDischarge' field.
  6. Enter the desired practitioner in the 'DischargePractitioner' field.
  7. Enter the desired time in the 'DischargeTime' field.
  8. Enter the desired value in the 'PreferredAppointmentSite' field.
  9. Enter the desired value in the 'TypeOfDischarge' field.
  10. Enter "Client A" in the 'ClientID' field.
  11. Enter the episode number to be discharged in the 'EpisodeNumber' field.
  12. Click [Run].
  13. Validate the 'Message' field contains: Client Pre-Admit Discharge web service has been filed successfully.
  14. Select "Client A" and access the 'Pre Admit Discharge' form.
  15. Validate all populated fields are displayed as entered in the web service.
  16. Select the "Demographics" section.
  17. Validate the 'Preferred Appointment Site' field contains the value entered via web service.
  18. Close the form.
Scenario 7: Discharge a client via the 'ClientDischarge' web service
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientDischarge' - 'DischargeClient' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'DateOfDischarge' field.
  6. Enter the desired practitioner in the 'DischargePractitioner' field.
  7. Enter the desired time in the 'DischargeTime' field.
  8. Enter the desired value in the 'PreferredAppointmentSite' field.
  9. Enter the desired value in the 'TypeOfDischarge' field.
  10. Enter "Client A" in the 'ClientID' field.
  11. Enter the episode number to be discharged in the 'EpisodeNumber' field.
  12. Click [Run].
  13. Validate the 'Message' field contains: Client Discharge web service has been filed successfully.
  14. Select "Client A" and access the 'Discharge' form.
  15. Validate all populated fields are displayed as entered in the web service.
  16. Select the "Demographics" section.
  17. Validate the 'Preferred Appointment Site' field contains the value entered via web service.
  18. Close the form.
Scenario 8: The 'ClientAdmission' - 'UpdateAdmission' web service: Update Admission for an existing client
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientAdmission' - 'UpdateAdmission' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Populate all required and desired fields.
  6. Enter the desired value in the 'PreferredAppointmentSite' field.
  7. Enter "Client A" in the 'ClientID' field.
  8. Enter "Client A's" episode in the 'Episode' field.
  9. Click [Run].
  10. Validate the 'Confirmation' field contains a value such as: "Client Unique ID: # Unique ID: #".
  11. Validate the 'Message' field contains: "Client Admission web service has been filed successfully".
  12. Select "Client A" and access the 'Admission' form.
  13. Select the admission updated in the previous steps and click [Edit].
  14. Validate all populated fields are displayed.
  15. Validate the 'Preferred Appointment Site' field contains the value entered via web service.
  16. Close the form.
Scenario 9: Validate the 'ClientDemographics' - 'UpdateClientDemographics' web service
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientDemographics' - 'UpdateClientDemographics' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired value in the 'PreferredAppointmentSite' field
  6. Populate any other desired fields.
  7. Enter "Client A" in the 'ClientID' field.
  8. Click [Run].
  9. Validate the 'Message' field contains: Client Demographics web service has been filed successfully.
  10. Select "Client A" and access the 'Update Client Data' form.
  11. Validate all populated fields are displayed.
  12. Validate the 'Preferred Appointment Site' field contains the value entered via web service.
  13. Close the form.
Scenario 10: 'Admission (Outpatient)' - Verification of form filing
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
Steps
  1. Access the 'Admission (Outpatient)' form.
  2. Admit a new client into any episode.
  3. Populate all required and desired fields.
  4. Select the "Demographics" section.
  5. Select the desired site in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  6. Click [Submit].
  7. Access the 'Admission (Outpatient)' form for the client admitted in the previous steps.
  8. Click [Edit] for the episode added in the previous steps.
  9. Validate the previously filed data is displayed.
  10. Select the "Demographics" section.
  11. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  12. Close the form.
Scenario 11: 'Pre Admit Discharge' - Verification of form filing
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client is enrolled in an existing Pre Admit episode(Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit Discharge' form.
  2. Select an existing episode and click [OK].
  3. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Time Of Discharge' field.
  5. Select the desired value in the 'Type Of Discharge' field.
  6. Select the desired practitioner in the 'Discharge Practitioner' field.
  7. Select the "Demographics" section.
  8. Select the desired value in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  9. Click [Submit].
  10. Select "Client A" and access the 'Pre Admit Discharge' form.
  11. Select the discharged episode and click [OK].
  12. Validate the previously filed data is displayed.
  13. Select the "Demographics" section.
  14. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  15. Close the form.
Topics
• Admission • Update Client Data • Pre Admit • Call Intake • Pre Admit Discharge • Web Services • Discharge • Admission (Outpatient)
Update 80 Summary | Details
Payor Based Authorization
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payor Based Authorizations
Scenario 1: Payor Based Authorizations - Add/Edit
Specific Setup:
  1. Registry setting:
  2. Payor Based Authorizations >> Enable Payor Based Authorizations = Y.
  3. Payor Based Authorizations >> Enable CPT Based Payor Authorizations Registry Setting Value = N.
  4. Authorization Group >> Require Authorizations at Guarantors/Payors Level Registry Setting Value = Y.
  5. Authorization Group Definition:
  6. Create new Authorization groups.
Steps
  1. Open 'Payor Based Authorizations’ form.
  2. Select 'Add'.
  3. Select 'Guarantor'.
  4. Select 'Program'.
  5. Enter 'Effective Date'.
  6. Enter 'Expiration Date'.
  7. Select 'Authorization Group'.
  8. Validate 'Service Codes' selected based on the selected 'Authorization Group'.
  9. Enter 'Authorization Number'.
  10. Click on Submit.
  11. Open 'Payor Based Authorizations’ form.
  12. Select 'Edit'.
  13. Select 'Guarantor'.
  14. Click on 'Select Authorizations To Edit/Delete' button.
  15. Select above record.
  16. Click OK.
  17. Edit desired fields.
  18. Click Submit.
  19. Open 'Payor Based Authorizations’ form.
  20. Select 'Edit'.
  21. Select 'Guarantor'.
  22. Click on 'Select Authorizations To Edit/Delete' button.
  23. Select above record.
  24. Click OK.
  25. Validate that the edited field contains the correct data,
  26. Close the form.
Scenario 2: 'Payor Based Authorizations' - Verification of Authorization Deletion
Specific Setup:
  1. Registry setting:
  2. Payor Based Authorizations >> Enable Payor Based Authorizations = Y.
  3. Payor Based Authorizations >> Enable CPT Based Payor Authorizations Registry Setting Value = N.
  4. Authorization Group >> Require Authorizations at Guarantors/Payors Level Registry Setting Value = Y.
  5. Authorization Group Definition:
  6. Create new Authorization groups.
  7. Payor Based Authorization:
  8. Create multiple payor based authorizations.
Steps
  1. Open ‘Payor Based Authorizations’ ' form.
  2. Select 'Delete'.
  3. Select 'Guarantor'.
  4. Click on 'Select Authorizations To Edit/Delete' button.
  5. Select any record.
  6. Click OK.
  7. Click Submit.
  8. Open ‘Payor Based Authorizations’ ' form.
  9. Select 'Edit'.
  10. Validate that the deleted authorization does not display in the list.
  11. Close the form.
Topics
• Payor Based Authorization
Update 82 Summary | Details
Registry Setting - Use Site or Service Based Appointment Color Coding
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Service Codes
Scenario 1: Registry Settings - Use Site or Service Based Appointment Color Coding
Specific Setup:
  • Using the "Dictionary Update" form from the PM menu:
  • Navigate to the "Print Dictionary" section:
  • Select the "Other Tabled Files" from the "File" dropdown.
  • Print the dictionary for the data element number "60050".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60051".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60052".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Use Site or Service Based Appointment Coding".
  3. Validate it is initially set to "0".
  4. Attempt to set the registry setting to "3".
  5. Validate it informs that "0,1,2" are the only valid options.
  6. Set the registry setting to "0".
  7. Submit the form to file.
  8. Close the form.
  9. Note that in myAvatar systems, this functionality isn't available, and the registry setting can't be set.
  10. Open the "Site Registration" form.
  11. Note that there are no color coding related fields.
  12. Close the form.
  13. Open the "Service Codes" form.
  14. Note that there are no color coding related fields.
  15. Close the form.
  16. Open the "Registry Settings" form.
  17. Search for the registry setting "Use Site or Service Based Appointment Coding".
  18. Set the registry setting to "1".
  19. Submit the form to file.
  20. Close the form.
  21. Open the "Site Registration" form.
  22. Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another.
  23. Submit the form to file.
  24. Open the "Site Registration" form.
  25. Validate the values of the 3 new color coding fields match what was recorded in previous step.
  26. Open the "Service Codes" form.
  27. Validate there are no color coding related fields.
  28. Close the form.
  29. Open the "Registry Settings" form.
  30. Search for the registry setting "Use Site or Service Based Appointment Coding".
  31. Set the registry setting to "2".
  32. Submit the form to file.
  33. Close the form.
  34. Open the "Site Registration" form.
  35. Validate there are no color coding related fields.
  36. Close the form.
  37. Open the "Service Codes" form.
  38. Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another.
  39. Submit the form to file.
Scenario 2: Service Codes - Color Coding
Specific Setup:
  • Using the "Dictionary Update" form from the PM menu:
  • Navigate to the "Print Dictionary" section:
  • Select the "Other Tabled Files" from the "File" dropdown.
  • Print the dictionary for the data element number "60050".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60051".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60052".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Use Site or Service Based Appointment Color Coding".
  3. Set the registry setting value to "2".
  4. Submit the form.
  5. Open the "Service Codes" form.
  6. Add a new service code for the "Client/Staff Appointment Color".
  7. Fill out all required fields.
  8. Set the "Client/Staff Appointment Color" to the desired background/text color combination.
  9. Click "File Service Code".
  10. Add a new service code for the "Staff-Only Appointment Color".
  11. Fill out all required fields.
  12. Set the "Staff-Only Appointment Color" to the desired background/text color combination.
  13. Click "File Service Code".
  14. Add a new service code for the "Group Appointment Color".
  15. Fill out all required fields.
  16. Set the "Group Appointment Color" to the desired background/text color combination.
  17. Click "File Service Code".
  18. Open the "Service Codes" form.
  19. Validate all 3 new service codes just entered display as previously stored.
  20. Open the "Scheduling Calendar".
  21. Create a staff/client appointment using the service code added for Client/Staff Appointment.
  22. Validate the colors of the appointment's background and text match what was selected for this appointment type.
  23. Validate the appointment type edge indicator is appropriate for this type of appointment.
  24. Create a staff only appointment using the service code added for Staff Only Appointment.
  25. Validate the colors of the appointment's background and text match what was selected for this appointment type.
  26. Validate the appointment type edge indicator is appropriate for this type of appointment.
  27. Create a group appointment using the service code added for group appointment.
  28. Validate the colors of the appointment's background and text match what was selected for this appointment type.
  29. Validate the appointment type edge indicator is appropriate for this type of appointment.
Scenario 3: Site Registration - Color Coding
Specific Setup:
  • Using the "Dictionary Update" form from the PM menu:
  • Navigate to the "Print Dictionary" section:
  • Select the "Other Tabled Files" from the "File" dropdown.
  • Print the dictionary for the data element number "60050".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60051".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60052".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
Steps
  1. Open the "Site Registration" form:
  2. Add a new site.
  3. Populate all required fields.
  4. Click "Add Site Hours of Operation".
  5. Enter hours of operation for each day.
  6. Click "Site Holidays".
  7. Enter days the site isn't open for appointments.
  8. Validate the "Client/Staff Appointment Color" dropdown exists on the form.
  9. Validate the "Staff-Only Appointment Color" dropdown exists on the form.
  10. Validate the "Group Appointment Color" dropdown exists on the form.
  11. Select a background/text color combination in the "Client/Staff Appointment Color" dropdown.
  12. Select a background/text color combination in the "Staff-Only Appointment Color" dropdown.
  13. Select a background/text color combination in the "Group Appointment Color" dropdown.
  14. Submit the form.
  15. Open the "Site Registration" form:
  16. Edit the site that was just added.
  17. Validate the background/text color combination in the "Client/Staff Appointment Color" dropdown reflects what was entered.
  18. Validate background/text color combination in the "Staff-Only Appointment Color" dropdown reflects what was entered.
  19. Open the "Scheduling Calendar".
  20. Schedule a client/staff appointment.
  21. Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
  22. Validate the appointment type edge indicator is appropriate for this type of appointment.
  23. Schedule a staff only appointment.
  24. Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
  25. Validate the appointment type edge indicator is appropriate for this type of appointment.
  26. Schedule a group appointment.
  27. Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
  28. Validate the appointment type edge indicator is appropriate for this type of appointment.
Topics
• Registry Settings • Service Codes • Site Registration • NX
 

Avatar_Cal-PM_2023_Monthly_Release_2023.03.02_Details.csv