Avatar Cal-PM 2023 Monthly Release 2023.04.00 Acceptance Tests

Last updated
Save as PDF

2022 Update 60 Summary \| Details Internal Referral functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Table Definition (PM) User Definition Admission (Outpatient) Internal Referral Type Maintenance Group Member Assignment Internal Client Referrals Process Internal Referrals Review To Do Item (PM) Internal Referral Waitlist Scenario 1: Internal Referral Type Maintenance - Validating all the 'Internal Referral Type Category' Specific Setup: Form Definition: Create or identify an existing a user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name. The form must contain a Non Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name. Table Definition: A Non Scrolling Free Text data element that has been configured as a Referral Group. Note the field name. Admission: Create a new client or identify an existing client. Note the client id, name. Steps Open the 'Internal Referral Type Maintenance' form. Select 'Add Internal Referral type' in the 'Add Or Edit Internal Referral Type' field. Verify the 'Internal Referral Type Code' field displays the identification code assigned to the referral type. Enter desired name in the 'Internal Referral Type Name' field. Note the name. Select 'Program' in the 'Internal Referral Type Category' field. Select desired program from the 'Program' field. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field. Select desired user from the 'Select User' search box. Click [Add User]. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral. Click [Submit]. Select 'Yes' to 'Form Return' Message. Enter desired name in the 'Internal Referral Type Name' field. Note the name. Select 'Group' in the 'Internal Referral Type Category' field. Select desired group from the 'Group' field. Note the group name/code. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field. Select desired user from the 'Select User' search box. Click [Add User]. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral. Click [Submit]. Select 'Yes' to 'Form Return' Message. Enter desired name in the 'Internal Referral Type Name' field. Note the name. Select 'Team' in the 'Internal Referral Type Category' field. Select desired team from the 'Team' field. Note the team name/code. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field. Select desired user from the 'Select User' search box. Click [Add User]. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral. Click [Submit]. Select 'Yes' to 'Form Return' Message. Enter desired name in the 'Internal Referral Type Name' field. Note the name. Select 'Other' in the 'Internal Referral Type Category' field. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field. Select desired user from the 'Select User' search box. Click [Add User]. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral. Click [Submit]. Select 'No' to 'Form Return' Message. Open the 'Internal Client Referral' form. Select desired client in the 'Client Being Referred' field. Select 'Program' in the 'Internal Referral Type Category' field. Validate the 'Internal Referral Type Being Requested' field displays only the 'Program' type referrals. Select desired referral type from the 'Internal Referral Type Being Requested' field. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field. The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form. Validate the 'Internal Referral Program' field is marked as a required field and it is auto populated with the program selected in the 'Internal Referral Type Maintenance' form. Select 'Group' in the 'Internal Referral Type Category' field. Validate the 'Internal Referral Type Being Requested' field displays only the 'Group' type referrals. Select desired referral type from the 'Internal Referral Type Being Requested' field. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field. The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form. Validate the 'Internal Referral Group' field is marked as a required field and it is auto populated with the group selected in the 'Internal Referral Type Maintenance' form. Select 'Team' in the 'Internal Referral Type Category' field. Validate the 'Internal Referral Type Being Requested' field displays only the 'Team' type referrals. Select desired referral type from the 'Internal Referral Type Being Requested' field. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field. The 'Internal Referral Type Description' field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form. Validate the 'Internal Referral Team' field is marked as a required field and it is auto populated with the team selected in the 'Internal Referral Type Maintenance' form. Close the form. Scenario 2: Process Internal Referrals Specific Setup: Form Definition: Create or identify an existing user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name. The form must contain a Non-Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name. Table Definition: A Non-Scrolling Free Text data element that has been configured as a Referral Group. Note the field name. Admission: Create a new client or identify an existing client. Note the client id, name, and admission program value/code. Internal Referral type maintenance: The desired internal referral type is created to be used for the client. Note the referral type. Internal Client Referral : Internal client referral created for the desired client using the referral type created. The 'My To Do's' widget must be assigned to the myDay view. The 'Internal Referrals' widget must be assigned to the myDay view. Steps Open the 'Process Internal Referrals' form. Verify that the form lists initiated the referrals ready to be processed in a grid. From the list to be processed the user will be able to assign a new status of 'Accepted', 'Rejected', 'Rejected – More Information Needed' or 'Waitlist'. Select desired internal referral in the grid. Verify the fields listed in the 'Internal Referral Information' section contains the code and value of the field. Select desired status. Click [Process Internal Referral]. Verify the referral processed successfully. Ensure it is removed from the grid. Ensure that a to do item is sent back to user that filed 'Internal Client Referrals' form. Scenario 3: Validate clients listed in the 'Internal Referrals' widget on home view based on the user assignments to the internal referral. Specific Setup: User Definition: Three users are created (i.e. User 1, User 2, and User 3). Internal Referral Type Maintenance: Add/Edit an internal referral type and add Users 1 and 2 to the list of 'Users To Receive Internal Referrals'. An internal referral is filed for a client using the referral type edited in the 'Internal Referral Type Maintenance'. Add the 'Internal Referrals' widget to the home view for both Users. Steps Log in to Avatar as User 1. Verify that the client is displayed in the 'Internal Referrals' widget as this user is added to the referral type as a user to receive internal referrals. Log in to Avatar as User 3. Verify that the client is not displayed on the 'Internal Referrals' widget. Log out. Log in to Avatar as User 1. Open the 'Internal Client Referrals' form. Select the desired client in the 'Client Being Referred' field. Select the Internal Referral Type category from Setup. Select the desired value from the 'Internal Referral Type Being Requested' dropdown. Click [Initiate Internal Referral Process] button. Verify that the associated form is opened. Select all the required field values and click [Submit]. Verify that the 'Client Being Referred' is cleared and empty. Click [Discard]. Click [Yes]. Find the 'Internal Referrals' widget and click the [Refresh] button. Verify that the created referral is shown in the internal referral widget for User 1. Open the 'Process Internal Referrals' form. Validate that the created referral is shown in the 'Internal Referral' grid. Stay active in the Process internal referral form with User 1. Open a new tab/window in the browser and login as User 2, who is associated with the referral type to route notification. Find the 'Internal Referrals' widget and click the [Refresh] button. Verify that the internal referral created by User 1 is shown in the internal referral widget of User 2. Open the 'Process Internal Referrals' form. Validate that the referral initiated by User 1 is shown in the 'Internal Referral' grid of User 2. Switch back and open the process internal referral form for User 1. Select the referral record from the grid. Validate that all the respective details are present in the 'Internal Referral Information' text area. Switch to the process internal referral form for User 2. Select the referral record from the grid. Verify that User 2 receives a popup warning stating: "Another user is currently processing the selected Internal Referral.". Click [OK]. Switch back to the Process internal referral form of User 1. Select [Accepted] in the Internal Referral Status radio group. Enter any desired value in the 'Internal Referral Comments' text area. Click the [Process Internal Referral] button. Verify the success message is shown as 'The Internal Referral has been processed successfully.' Click [OK]. Click [OK]. Verify the processed referral is removed from the 'Internal Referrals' grid of User 1. Switch back to the Process internal referral for User 2 (Which was kept open and active). Verify that User 2 sees the referral which got processed by User 1 in his 'Internal Referrals' grid. Try selecting the referral record from the grid. Verify that User 2 receives a popup stating: "Internal Referral has already been processed by another user. Please close and re-open the form.". Verify that User 2 cannot select the record that was processed by User 1 (the row information does not load upon selection). Find the 'Internal Referrals' widget and click the [Refresh] button. Verify that the internal referral processed by User 1 is removed from the internal referral widget of User 2. Scenario 4: 'Internal Client Referrals' - form validation Specific Setup: In the 'Internal Referral Type Maintenance' form, must have a referral type defined that is associated with a modeled form and a user associated with receiving the internal referrals. A client must be enrolled in an existing episode (Client A). The 'My To Do's' widget must be assigned to the myDay view. The 'Internal Referrals' widget must be assigned to the myDay view. Steps Access the 'Internal Client Referrals' form. Select "Client A" in the 'Client Being Referred' field. Select any value in the 'Internal Referral Type Category' field. Select any value in the 'Internal Referral Type Being Requested' field. Select the desired episode. Click [Initiate Internal Referral Process]. Validate the modeled form associated with the referral opens in a new window. Populate the modeled form. Click [Submit]. Validate the 'Internal Client Referrals' field remains open and the previous values have been cleared. Access the 'Process Internal Referrals' form. Select the row pertaining to "Client A" in the 'Internal Referral' grid. Select "Accepted" in the 'Internal Referral Status' field. Click [Process Internal Referral]. Validate a message is displayed stating "The Internal Referral has been processed successfully". Click [OK] Navigate to the 'My To Do's' widget. Validate the referral 'To Do' generated by the modeled form is present in the users to 'My To Do's' list Click [Review To Do Item]. Validate the 'To Do' information states "The Internal Referral for Client A has been Accepted". Click [Reviewed] and [Submit]. Validate the 'To Do' is reviewed successfully and removed from the 'To Do' List. Scenario 5: 'Internal Referral Waitlist' - Add/Edit Internal Referral Waitlist items (other referral type) Specific Setup: Have a modeled form that contains a "Non Scrolling Free Text" field designated as a "Referral Group Field" in form 'Table Definition'. Have a referral type defined in "Internal Referral Type Maintenance" that is associated to that modeled form and a user associated to receive the internal referrals (Referral A). This should be set up to not go directly to Waitlist. The waitlist for "Referral A" must have many clients. Have a user (User A) who is a staff member who has client on his caseload (Client A) who was admitted in the system with "User A" as his 'Attending Practitioner'. Have a client with a referral processed and in the 'Internal Referral Waitlist' form (Client B). "User A" must have the 'My To Do's' widget on the myDay view and be logged in. Steps Access the 'Internal Client Referrals' form. Enter "Client A" in the 'Client Being Referred' field. Populate field 'Internal Referral Type Category' with desired value. Select "Referral A" in the 'Internal Referral Type Being Requested' field. Select the desired value the 'Episode' field. Click [Initiate Internal Referral Process]. Validate the modeled form associated with the referral is displayed. Populate the modeled form with desired data. Click [Submit]. Validate the form files successfully. Access the 'Process Internal Referrals' form. Validate the 'Internal Referral' field contains the referral for "Client A". Select the desired column header and verify the entries sort as expected. Select the referral for "Client A". Validate the 'Internal Referral Information' field displays data for "Client A". Select "Waitlist" in the 'Internal Referral Status' field. Click [Process Internal Referral]. Validate a message stating: "The Internal Referral has been processed Successfully." Click [OK]. Validate the 'Internal Referral' field does not contain the referral for "Client A". Access the 'Internal Referral Waitlist' form. Validate the form loads in a timely manner. Validate the 'Internal Referral' field contains the referral for "Client A". Select the referral for "Client A" and validate the 'Internal Referral Information' field displays as expected. Select "Removed" in the 'Waitlist Status' field. Select any value in the 'Reason for Removal' field. Click [Process Waitlist Item]. Validate a message stating: "The Internal Referral has been processed Successfully." Click [OK]. Validate the 'Internal Referral' field does not contain the referral for "Client A". Select the referral for "Client B" and validate the 'Internal Referral Information' field displays as expected. Select "Closed (Send To Do Item)" in the 'Waitlist Status' field Select any value in the 'Reason for Closure' field. Click [Process Waitlist Item]. Validate a message stating: "The Internal Referral has been processed Successfully." Click [OK]. Validate the 'Internal Referral' field does not contain the referral for "Client B". Select "Add" in the 'Add of Edit' field. Select "Client A" in the 'Select Client' field. Select the desired value in the 'Episode' field. Select "Referral A" in the Waitlist Type' field. Click [Process Waitlist Item]. Validate the 'Internal Referral' field contains the new referral for "Client A". Close the form. Navigate to the 'My To Do's' widget. Validate the 'Additional ToDo's' field contains the referral for "Client B". Click [Review To Do Item]. Validate the 'To Do Information' field contains the corresponding values. Click [Reviewed - Set To Do Item to Reviewed] and [Submit]. Validate the 'ToDo' is reviewed successfully and removed from the 'Additional ToDo's' field. Close the 'ToDo's' and close the open forms. Scenario 6: Internal Client Referrals - Internal Referral Type Category = None Specific Setup: Form Definition: Create or identify an existing user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name. The form must contain a Non-Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name. Table Definition: A Non-Scrolling Free Text data element that has been configured as a Referral Group. Note the field name. Admission: Create a new client or identify an existing client. Note the client ID, and name. The 'My To Do's' widget must be assigned to the myDay view. The 'Internal Referrals' widget must be assigned to the myDay view. Steps Open the 'Internal Referral Type Maintenance' form. Select 'Add Internal Referral type' in the 'Add Or Edit Internal Referral Type' field. Verify the 'Internal Referral Type Code' field displays the identification code assigned to the referral type. Enter the desired name in the 'Internal Referral Type Name' field. Note the name. Do not select any category in the 'Internal Referral Type Category' field. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field. Enter the desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field. Select the desired user from the 'Select User' search box. Click [Add User]. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral. Click [Submit]. Open the 'Internal Client Referral' form. Select the desired client in the 'Client Being Referred' field. Click the 'Internal Referral Type Being Requested' field and verify that all the available types are shown for selection. Select the desired referral type from the 'Internal Referral Type Being Requested' field. Select the client episode for which the referral is being made in the 'Episode' field. The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form. Verify the 'Internal Referral Group' field is not marked as a required field. Verify the 'Internal Referral Program' field is not marked as a required field. Verify the 'Internal Referral Team' field is not marked as a required field. Click [Initiate Referral Process]. Verify the modeled form associated with this referral will open automatically. Enter the appropriate information in the form. Click [Submit]. Close the 'Internal Client Referral' form. Locate to the 'Internal Referrals' widget. Verify that the 'Internal Referral' made is shown in the respective user's 'Internal Referrals' widget. Open the 'Process Internal Referral' form. Verify the 'Internal Referral' grid displays all referrals with an open status that has been assigned to the user. Verify the 'Internal Referral Information' field displays additional details about the referral. Select the desired status from the 'Internal Referral Status' field. Enter desired comments in the 'Internal Referral Comments' field. Note the comment. Click [Process Internal Referral]. Locate to the To Do widget. Verify the To-do is generated for the client. Review the To-Do item. Verify the comments appear in the To-Do alert for the user who initiated the referral.	Topics • Referral • Internal Client Referrals • Process Internal Referrals • Internal Referral Waitlist
Update 84 Summary \| Details Avatar Cal-PM '274 - Provider Directory Definition' Fhir Support Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (PM) Scenario 1: Avatar Cal-PM 'Dictionary Update' - Verification of '274 - Provider Directory Definition' Extended Dictionary Elements Steps Open Avatar Cal-PM 'Dictionary Update' form. Navigate to 'Input Dictionary Code(s)' section of form. Select 'Client' file/indirect. Select Data Element/Dictionary '(10029) Language Code (ISO 639-3)'. Enter/select existing value for Dictionary Code/Value; ensure Extended Dictionary Data Element '(274195) Fhir Language Code' is available for assignment/selection. Note - Default 'Fhir Language Code' Extended Dictionary values will be assigned to existing 'Language Code (ISO 639-3)' Dictionary Codes/Values where applicable to Fhir Provider Directory API support in conjunction with Avatar CareFabric. Select 'Other Tables Files' file/indirect. Select Data Element/Dictionary '(274113) Facility Type (2100DA-N2-01)'. Enter/select value for Dictionary Code/Value; ensure Extended Dictionary Data Element '(274193) Fhir Location Role Type' is available for assignment/selection. Note - Default 'Fhir Location Role Type' Extended Dictionary values will be assigned to existing 'Facility Type (2100DA-N2-01)' Dictionary Codes/Values where applicable to Fhir Provider Directory API support in conjunction with Avatar CareFabric. Select Data Element/Dictionary '(274190) Office Hours Code'. Enter/select value for Dictionary Code/Value; ensure Extended Dictionary Data Element '(274194) Fhir Office Hours Code' is available for assignment/selection. Note - Default 'Fhir Office Hours Code' Extended Dictionary values will be assigned to existing 'Office Hours Code' Dictionary Codes/Values where applicable to Fhir Provider Directory API support in conjunction with Avatar CareFabric. Select Data Element/Dictionary '(274248) Language Proficiency Indicator - 1 (2100EA-LUI-05)'. Enter/select value for Dictionary Code/Value; ensure Extended Dictionary Data Element '(274196) Fhir Language Proficiency Code' is available for assignment/selection. Note - Default 'Fhir Language Proficiency Code' Extended Dictionary values will be assigned to existing 'Language Proficiency Indicator - 1 (2100EA-LUI-05)' Dictionary Codes/Values where applicable to Fhir Provider Directory API support in conjunction with Avatar CareFabric. Select Data Element/Dictionary '(274246) English Proficiency Indicator (2100EA-LUI-05)'. Enter/select value for Dictionary Code/Value; ensure Extended Dictionary Data Element '(274196) Fhir Language Proficiency Code' is available for assignment/selection. Note - Default 'Fhir Language Proficiency Code' Extended Dictionary values will be assigned to existing 'English Proficiency Indicator (2100EA-LUI-05)' Dictionary Codes/Values where applicable to Fhir Provider Directory API support in conjunction with Avatar CareFabric. Select Data Element/Dictionary '(274224) Service Type (2100EA-N2-02)'. Enter/select value for Dictionary Code/Value; ensure the following Extended Dictionary Data Elements are available for assignment/selection: '(274290) Fhir Healthcare Service Category' '(274291) Fhir Healthcare Service Type' '(274292) Fhir Appointment Required' '(274293) Fhir Delivery Methods and Modalities' Note - Default values will not be defined for these Extended Dictionary Data Elements for existing 'Service Type' Dictionary Codes/Values. 274 Provider Functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: User Definition File Import 274 - Provider Directory Definition 274 - Provider Directory Defaults 274 - Provider Directory Submission Scenario 1: File Import – 274 Provider Definition Specific Setup: Note the value of the following registry setting for use in creating the file import item: Avatar PM->System Maintenance->File Import->->->Import File Delimiter. The ‘File Import’ spreadsheet has been included in the update zip file. Note: In addition to fields that are required in the spreadsheet, individual agencies may require fields through 'TABLE27400 (274 = Provider Directory Definition) Provider Definition’ in 'Site Specific Section Modeling’. Verify if the agency is requiring additional fields. A ‘274 Provider Definition’ file has been created, with the correct delimiter, according to the ‘File Import’ spreadsheet guidelines, and agency required fields. Note the location of the file. Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. Steps Open ‘File Import’. Select ‘274 Provider Definition’ in ‘File Type’. The ‘Action’ field is required and defaults to ‘Upload New File’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If there are errors, select ‘Print Errors’ in action. Select the file in ‘Files’. Click [Process Action]. Review the error report and update the file to correct the error. Select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If the file compiled, select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. The ‘Information’ message will contain: Posted. Click [OK]. Open ‘274 – Provider Directory Definition’. Select the 'Provider Definition’. Select the ‘Provider’ that was imported. Note the value in the parenthesis. This is the ‘Practitioner/Provider ID'. Validate the data. Close the form. If desired, edit the ‘274 Provider Definition’ file, giving it a new name. At a minimum add the 'Provider Group ID’ to position two and edit one item. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the edited file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Click [OK] on the ‘Compiled’ message. Select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. An ‘Information’ message is received stating: Posted. Click [OK]. If desired, select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [No]. Validate that the message closed. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Open ‘274 – Provider Directory Definition’. Select the 'Provider Definition’. Select the ‘Provider’ that was edited. Validate the edited data. Close the form. Scenario 2: File Import – 274 Site Definition Specific Setup: Note the value of the following registry setting for use in creating the file import item: Avatar PM->System Maintenance->File Import->->->Import File Delimiter. The ‘File Import’ spreadsheet has been included in the update zip file. Note: In addition to fields that are required in the spreadsheet, individual agencies may require fields through 'TABLE27400 (274 = Provider Directory Definition) Site Definition’ in 'Site Specific Section Modeling’. Verify if the agency is requiring additional fields. A ‘274 Site Definition’ file has been created, with the correct delimiter, according to the ‘File Import’ spreadsheet guidelines, and agency required fields. Note the location of the file. Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. Steps Open ‘File Import’. Select ‘274 Site Definition’ in ‘File Type’. The ‘Action’ field is required and defaults to ‘Upload New File’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If there are errors, select ‘Print Errors’ in action. Select the file in ‘Files’. Click [Process Action]. Review the error report and update the file to correct the error. Select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If the file compiled, select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. The ‘Information’ message will contain: Posted. Click [OK]. Click [X]. Open ‘274 – Provider Directory Definition’. Select the 'Site Definition' section. Select ‘Edit’ in ‘Add or Edit Site’. Select the ‘Site Definition’ that was imported. Note the ‘Site Definition’ value in the parenthesis. This is the ‘Site ID’. Validate the data. Close the form. If desired, edit the ‘274 Site Definition’ file, giving it a new name. At a minimum add the 'Site ID’ to position two and edit one item. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the edited file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Click [OK] on the ‘Compiled’ message. Select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. An ‘Information’ message is received stating: Posted. Click [OK]. If desired, select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [No]. Validate that the message closed. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Click [X]. Open ‘274 – Provider Directory Definition’. Select the 'Site Definition' section. Select ‘Edit’ in ‘Add or Edit Site’. Select the ‘Site Definition’ that was edited. Validate the edited data. Close the form. Scenario 3: 274 - Provider Directory Defaults Specific Setup: Tester has been given access to the ‘274 - Provider Directory Defaults’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. Steps Open '274 - Provider Directory Defaults'. Validate that 'Plan Type' is the only required field. Select 'Mental Health Plan' in 'Plan Type'. Validate that 'Healthcare Plan Code' is now required. Add data to the form. Click [Submit]. Open '274 - Provider Directory Defaults'. Validate that 'Plan Type' is the only required field. Select 'Mental Health Plan' in 'Plan Type'. Validate that the submitted data displays correctly. Edit at least on field, noting the edited value. Click [Submit]. Open '274 - Provider Directory Defaults'. Validate that 'Plan Type' is the only required field. Select 'Mental Health Plan' in 'Plan Type'. Validate that the edited data displays correctly. Close the form. Repeat steps 1 - 17 for the 'Plan Type' of 'Drug Medi-Cal Organized Delivery System. Scenario 4: 274 - Provider Directory Submission - form validation Specific Setup: An output directory has been defined in ‘Facility Defaults’ field ‘Output Path On Server For State Reporting Files’. The '274 Provider Directory Definition form has been used to create groups, sites, and providers for Plan Types of 'Mental Health Plan' and 'Drug Med-Cal Organized Delivery System'. Steps Open ‘274 - Provider Directory Submission’. Validate that the ‘Plan Type' field is required. Select 'Mental Health Plan' in 'Plan Type'. Select ‘Compile File’ in ‘Options’. Enter the desired value in ‘Reporting Period (MM/YY)’. Enter the desired value in ‘File Description’. Click [Process File]. The ‘Health Care Provider Directory’ report will open. The report can contain the following links: ‘274 Submission’, ‘Required Data Missing/Invalid - Directory Defaults’, ‘Required Data Missing/Invalid - Group’, ‘Required Data Missing/Invalid – Site’, ‘‘Required Data Missing/Invalid – Provider’, and ‘‘Required Data Missing/Invalid – Other’. Click on the link for any ‘Required Data Missing/Invalid’ links and review the data in the sub report. Correct the data as desired. Click on the link for ‘274 Submission’ and review the data in the report. Providers will not display for the sites in which they are inactive. Close the report. Select ‘Dump File’ in ‘Options’. Validate that ‘Select File’ in now required. Select the file compiled above in ‘Select File’. Click [Process File]. The ‘Health Care Provider Directory’ report will open and display the data that will be included in the dump file. Close the report. Select ‘Create File On Server For Submission’ in ‘Options’. Select the file compiled above in ‘Select File’. Click [Process File]. The ‘Create File’ item is received with the message ‘Process Completed’. Click [OK]. Select ‘Run Report’ Select ‘Create File On Server For Submission’ in ‘Options’. Select the file compiled above in ‘Select File’. Click [Process File]. The ‘Health Care Provider Directory’ report will open and contain the same links the previously opened. Close the report. ‘Options’ contains ‘Delete File’. If deleting a file is desired, select ‘Delete File’. Select the file compiled above in ‘Select File’. Click [Process File]. Close the form. Repeat steps 1 - 31 for the 'Plan Type' of 'Drug Med-Cal Organized Delivery System'. Scenario 5: 274 - Provider Directory Definition - Site Definition Specific Setup: Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. A 'Group Definition' exists in the '274 - Provider Directory Definition’ form. Steps Open ‘274 - Provider Directory Definition’. Select the 'Site Definition’ section. Validate that ‘Plan Type’ is the only required field on the form. Select 'Mental Health Plan' in ' ‘Plan Type’. Validate that ‘Add or Edit Site’ is now required. Select ‘Add’ in ‘Add or Edit Site’. Validate that ‘Site or Location of Service Name (2100A-NM1-03)', ‘Provider Group’ and ‘Active’ are now required fields. Add desired data to the form. Click [File Site Details]. Click [OK]. Select 'Mental Health Plan' in ' ‘Plan Type’. Select ‘Edit’ in ‘Add or Edit Site’. Select the filed Site and validate that the data displays correctly. Edit at least one field, noting the edited value. Click [File Site Details]. Click [OK]. Select 'Mental Health Plan' in ' ‘Plan Type’. Select ‘Edit’ in ‘Add or Edit Site’. Select the filed Site and validate that the edited data displays correctly. Repeat steps 1 - 19 for Plan Type' of 'Drug Medi-Cal Organized Delivery System'. Close the form. Scenario 6: 274 - Provider Directory Definition - Provider Definition Specific Setup: Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. 274 Provider Directory Definition: A minimum of one 'Group Definition' exists. A minimum of one 'Site Definition' exists. Steps Open ‘274 - Provider Directory Definition’. Validate that the form opened to the ‘Group Definition’ section. Select the ‘Provider Definition’ section. Validate that ‘Plan Type’ is the only required field on the form. Select 'Mental Health Plan' in 'Plan Type'. Validate that 'Provider' is now required. Select a ‘Provider’. Validate that ‘Associated Site’ and ‘Active’ are now required fields. Select the ‘Associated Site’. Select a value in ‘Active’. Add desired data to the form. Click [File Provider Details]. Click [OK]. Select 'Mental Health Plan' in 'Plan Type'. Select the same provider and site. Validate that the submitted date displays correctly. Edit at least one field, noting the value. Click [File Provider Details]. Click [OK]. Select 'Mental Health Plan' in 'Plan Type'. Select the same provider and site. Validate that the edited data displays. Select a new value in ‘Associated Site’. Validate that a ‘Provider-Site Records On File’ item displays the message ‘Record to default Information From’ and contains a drop down list of ‘Sites’. Select a site and click [OK]. Validate that the data defaulted into the fields. Click [File Provider Details]. Click [OK]. Select 'Drug Medi-Cal Organized Delivery System' in 'Plan Type'. Select the same provider and validate that the 'Currently Associated Sites' field is blank. Repeat steps 9 - 22 for the 'Plan Type' of 'Drug Medi-Cal Organized Delivery System'. Close the form. Scenario 7: File Import – 274 Group Definition Specific Setup: Note the value of the following registry setting for use in creating the file import item: Avatar PM->System Maintenance->File Import->->->Import File Delimiter. The ‘File Import’ spreadsheet has been included in the update zip file. Note: In addition to fields that are required in the spreadsheet, individual agencies may require fields through 'TABLE27400 (274 = Provider Directory Definition) Group Definition’ in 'Site Specific Section Modeling’. Verify if the agency is requiring additional fields. A ‘274 Group Definition’ file has been created, with the correct delimiter, according to the ‘File Import’ spreadsheet guidelines, and agency required fields. Note the location of the file. Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. Steps Open ‘File Import’. Select ‘274 Group Definition’ in ‘File Type’. The ‘Action’ field is required and defaults to ‘Upload New File’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If there are errors, select ‘Print Errors’ in action. Select the file in ‘Files’. Click [Process Action]. Review the error report and update the file to correct the error. Select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If the file compiled, select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. The ‘Information’ message will contain: Posted. Click [OK]. Open ‘274 – Provider Directory Definition’. Select ‘Edit’ in ‘Add or Edit Group’. Select the ‘Provider Group’ that was imported. Note the ‘Provider Group’ value in the parenthesis. This is the ‘Provider Group ID’. Validate the data. Close the form. If desired, edit the ‘274 Group Definition’ file, giving it a new name. At a minimum add the 'Provider Group ID’ to position two and edit one item. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the edited file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Click [OK] on the ‘Compiled’ message. Select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. An ‘Information’ message is received stating: Posted. Click [OK]. If desired, select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [No]. Validate that the message closed. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Open ‘274 – Provider Directory Definition’. Select ‘Edit’ in ‘Add or Edit Group’. Select the ‘Provider Group’ that was edited. Validate the edited data. Close the form. Scenario 8: 274 - Provider Directory Definition - Group Definition Specific Setup: Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. Steps Open ‘274 - Provider Directory Definition’. Validate that the form opened to the ‘Group Definition’ section. Validate that ‘Plan Type' is the only required field on the form. Select 'Mental Health Plan' in 'Plan Type'. Validate that ‘Add or Edit Group’ is now required. Select ‘Add’ in ‘Add or Edit Group’. Validate that ‘Active’ and ‘Provider Group Name (2100CA-NM1-03)’ are now required fields. Add desired data to the form, noting the value in 'Provider Group'. Click [File Group Details]. Click [OK]. Select 'Drug Medi-Cal Organized Delivery System' in 'Plan Type'. Select ‘Edit’ in ‘Add or Edit Group’. Set 'Provider Group' to the value noted above. Verify that no search results are returned. Select 'Mental Health Plan' in 'Plan Type'. Select ‘Edit’ in ‘Add or Edit Group’. Set 'Provider Group' to the value noted above. Select the search result for the 'Provider Group' added above. Review the data and edit at least one field, noting the edited value(s). Click [File Group Details]. Click [OK]. Select 'Mental Health Plan' in 'Plan Type'. Select ‘Edit’ in ‘Add or Edit Group’. Set 'Provider Group' to the value noted above. Select the search result for the 'Provider Group' added above. Review the edited field(s) and validate that the edited data was retained. Repeat steps 1 - 26 for 'Plan Type' of 'Drug Medi-Cal Organized Delivery System'. Close the form. 274 - Provider Directory Submission Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: User Definition File Import 274 - Provider Directory Definition 274 - Provider Directory Defaults 274 - Provider Directory Submission Scenario 1: File Import – 274 Provider Definition Specific Setup: Note the value of the following registry setting for use in creating the file import item: Avatar PM->System Maintenance->File Import->->->Import File Delimiter. The ‘File Import’ spreadsheet has been included in the update zip file. Note: In addition to fields that are required in the spreadsheet, individual agencies may require fields through 'TABLE27400 (274 = Provider Directory Definition) Provider Definition’ in 'Site Specific Section Modeling’. Verify if the agency is requiring additional fields. A ‘274 Provider Definition’ file has been created, with the correct delimiter, according to the ‘File Import’ spreadsheet guidelines, and agency required fields. Note the location of the file. Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. Steps Open ‘File Import’. Select ‘274 Provider Definition’ in ‘File Type’. The ‘Action’ field is required and defaults to ‘Upload New File’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If there are errors, select ‘Print Errors’ in action. Select the file in ‘Files’. Click [Process Action]. Review the error report and update the file to correct the error. Select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If the file compiled, select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. The ‘Information’ message will contain: Posted. Click [OK]. Open ‘274 – Provider Directory Definition’. Select the 'Provider Definition’. Select the ‘Provider’ that was imported. Note the value in the parenthesis. This is the ‘Practitioner/Provider ID'. Validate the data. Close the form. If desired, edit the ‘274 Provider Definition’ file, giving it a new name. At a minimum add the 'Provider Group ID’ to position two and edit one item. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the edited file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Click [OK] on the ‘Compiled’ message. Select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. An ‘Information’ message is received stating: Posted. Click [OK]. If desired, select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [No]. Validate that the message closed. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Open ‘274 – Provider Directory Definition’. Select the 'Provider Definition’. Select the ‘Provider’ that was edited. Validate the edited data. Close the form. Scenario 2: File Import – 274 Site Definition Specific Setup: Note the value of the following registry setting for use in creating the file import item: Avatar PM->System Maintenance->File Import->->->Import File Delimiter. The ‘File Import’ spreadsheet has been included in the update zip file. Note: In addition to fields that are required in the spreadsheet, individual agencies may require fields through 'TABLE27400 (274 = Provider Directory Definition) Site Definition’ in 'Site Specific Section Modeling’. Verify if the agency is requiring additional fields. A ‘274 Site Definition’ file has been created, with the correct delimiter, according to the ‘File Import’ spreadsheet guidelines, and agency required fields. Note the location of the file. Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. Steps Open ‘File Import’. Select ‘274 Site Definition’ in ‘File Type’. The ‘Action’ field is required and defaults to ‘Upload New File’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If there are errors, select ‘Print Errors’ in action. Select the file in ‘Files’. Click [Process Action]. Review the error report and update the file to correct the error. Select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If the file compiled, select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. The ‘Information’ message will contain: Posted. Click [OK]. Click [X]. Open ‘274 – Provider Directory Definition’. Select the 'Site Definition' section. Select ‘Edit’ in ‘Add or Edit Site’. Select the ‘Site Definition’ that was imported. Note the ‘Site Definition’ value in the parenthesis. This is the ‘Site ID’. Validate the data. Close the form. If desired, edit the ‘274 Site Definition’ file, giving it a new name. At a minimum add the 'Site ID’ to position two and edit one item. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the edited file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Click [OK] on the ‘Compiled’ message. Select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. An ‘Information’ message is received stating: Posted. Click [OK]. If desired, select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [No]. Validate that the message closed. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Click [X]. Open ‘274 – Provider Directory Definition’. Select the 'Site Definition' section. Select ‘Edit’ in ‘Add or Edit Site’. Select the ‘Site Definition’ that was edited. Validate the edited data. Close the form. Scenario 3: 274 - Provider Directory Defaults Specific Setup: Tester has been given access to the ‘274 - Provider Directory Defaults’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. Steps Open '274 - Provider Directory Defaults'. Validate that 'Plan Type' is the only required field. Select 'Mental Health Plan' in 'Plan Type'. Validate that 'Healthcare Plan Code' is now required. Add data to the form. Click [Submit]. Open '274 - Provider Directory Defaults'. Validate that 'Plan Type' is the only required field. Select 'Mental Health Plan' in 'Plan Type'. Validate that the submitted data displays correctly. Edit at least on field, noting the edited value. Click [Submit]. Open '274 - Provider Directory Defaults'. Validate that 'Plan Type' is the only required field. Select 'Mental Health Plan' in 'Plan Type'. Validate that the edited data displays correctly. Close the form. Repeat steps 1 - 17 for the 'Plan Type' of 'Drug Medi-Cal Organized Delivery System. Scenario 4: 274 - Provider Directory Submission - form validation Specific Setup: An output directory has been defined in ‘Facility Defaults’ field ‘Output Path On Server For State Reporting Files’. The '274 Provider Directory Definition form has been used to create groups, sites, and providers for Plan Types of 'Mental Health Plan' and 'Drug Med-Cal Organized Delivery System'. Steps Open ‘274 - Provider Directory Submission’. Validate that the ‘Plan Type' field is required. Select 'Mental Health Plan' in 'Plan Type'. Select ‘Compile File’ in ‘Options’. Enter the desired value in ‘Reporting Period (MM/YY)’. Enter the desired value in ‘File Description’. Click [Process File]. The ‘Health Care Provider Directory’ report will open. The report can contain the following links: ‘274 Submission’, ‘Required Data Missing/Invalid - Directory Defaults’, ‘Required Data Missing/Invalid - Group’, ‘Required Data Missing/Invalid – Site’, ‘‘Required Data Missing/Invalid – Provider’, and ‘‘Required Data Missing/Invalid – Other’. Click on the link for any ‘Required Data Missing/Invalid’ links and review the data in the sub report. Correct the data as desired. Click on the link for ‘274 Submission’ and review the data in the report. Providers will not display for the sites in which they are inactive. Close the report. Select ‘Dump File’ in ‘Options’. Validate that ‘Select File’ in now required. Select the file compiled above in ‘Select File’. Click [Process File]. The ‘Health Care Provider Directory’ report will open and display the data that will be included in the dump file. Close the report. Select ‘Create File On Server For Submission’ in ‘Options’. Select the file compiled above in ‘Select File’. Click [Process File]. The ‘Create File’ item is received with the message ‘Process Completed’. Click [OK]. Select ‘Run Report’ Select ‘Create File On Server For Submission’ in ‘Options’. Select the file compiled above in ‘Select File’. Click [Process File]. The ‘Health Care Provider Directory’ report will open and contain the same links the previously opened. Close the report. ‘Options’ contains ‘Delete File’. If deleting a file is desired, select ‘Delete File’. Select the file compiled above in ‘Select File’. Click [Process File]. Close the form. Repeat steps 1 - 31 for the 'Plan Type' of 'Drug Med-Cal Organized Delivery System'. Scenario 5: 274 - Provider Directory Definition - Site Definition Specific Setup: Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. A 'Group Definition' exists in the '274 - Provider Directory Definition’ form. Steps Open ‘274 - Provider Directory Definition’. Select the 'Site Definition’ section. Validate that ‘Plan Type’ is the only required field on the form. Select 'Mental Health Plan' in ' ‘Plan Type’. Validate that ‘Add or Edit Site’ is now required. Select ‘Add’ in ‘Add or Edit Site’. Validate that ‘Site or Location of Service Name (2100A-NM1-03)', ‘Provider Group’ and ‘Active’ are now required fields. Add desired data to the form. Click [File Site Details]. Click [OK]. Select 'Mental Health Plan' in ' ‘Plan Type’. Select ‘Edit’ in ‘Add or Edit Site’. Select the filed Site and validate that the data displays correctly. Edit at least one field, noting the edited value. Click [File Site Details]. Click [OK]. Select 'Mental Health Plan' in ' ‘Plan Type’. Select ‘Edit’ in ‘Add or Edit Site’. Select the filed Site and validate that the edited data displays correctly. Repeat steps 1 - 19 for Plan Type' of 'Drug Medi-Cal Organized Delivery System'. Close the form. Scenario 6: 274 - Provider Directory Definition - Provider Definition Specific Setup: Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. 274 Provider Directory Definition: A minimum of one 'Group Definition' exists. A minimum of one 'Site Definition' exists. Steps Open ‘274 - Provider Directory Definition’. Validate that the form opened to the ‘Group Definition’ section. Select the ‘Provider Definition’ section. Validate that ‘Plan Type’ is the only required field on the form. Select 'Mental Health Plan' in 'Plan Type'. Validate that 'Provider' is now required. Select a ‘Provider’. Validate that ‘Associated Site’ and ‘Active’ are now required fields. Select the ‘Associated Site’. Select a value in ‘Active’. Add desired data to the form. Click [File Provider Details]. Click [OK]. Select 'Mental Health Plan' in 'Plan Type'. Select the same provider and site. Validate that the submitted date displays correctly. Edit at least one field, noting the value. Click [File Provider Details]. Click [OK]. Select 'Mental Health Plan' in 'Plan Type'. Select the same provider and site. Validate that the edited data displays. Select a new value in ‘Associated Site’. Validate that a ‘Provider-Site Records On File’ item displays the message ‘Record to default Information From’ and contains a drop down list of ‘Sites’. Select a site and click [OK]. Validate that the data defaulted into the fields. Click [File Provider Details]. Click [OK]. Select 'Drug Medi-Cal Organized Delivery System' in 'Plan Type'. Select the same provider and validate that the 'Currently Associated Sites' field is blank. Repeat steps 9 - 22 for the 'Plan Type' of 'Drug Medi-Cal Organized Delivery System'. Close the form. Scenario 7: File Import – 274 Group Definition Specific Setup: Note the value of the following registry setting for use in creating the file import item: Avatar PM->System Maintenance->File Import->->->Import File Delimiter. The ‘File Import’ spreadsheet has been included in the update zip file. Note: In addition to fields that are required in the spreadsheet, individual agencies may require fields through 'TABLE27400 (274 = Provider Directory Definition) Group Definition’ in 'Site Specific Section Modeling’. Verify if the agency is requiring additional fields. A ‘274 Group Definition’ file has been created, with the correct delimiter, according to the ‘File Import’ spreadsheet guidelines, and agency required fields. Note the location of the file. Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. Steps Open ‘File Import’. Select ‘274 Group Definition’ in ‘File Type’. The ‘Action’ field is required and defaults to ‘Upload New File’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If there are errors, select ‘Print Errors’ in action. Select the file in ‘Files’. Click [Process Action]. Review the error report and update the file to correct the error. Select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A message will be received stating that the file compiled or that there were errors. Click [OK]. If the file compiled, select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. The ‘Information’ message will contain: Posted. Click [OK]. Open ‘274 – Provider Directory Definition’. Select ‘Edit’ in ‘Add or Edit Group’. Select the ‘Provider Group’ that was imported. Note the ‘Provider Group’ value in the parenthesis. This is the ‘Provider Group ID’. Validate the data. Close the form. If desired, edit the ‘274 Group Definition’ file, giving it a new name. At a minimum add the 'Provider Group ID’ to position two and edit one item. Select ‘Upload New File’ in ‘Action’. Click [Process Action]. Navigate to the location of the edited file in the file explorer and select the file. Click [Open]. Select ‘Compile/Validate File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Click [OK] on the ‘Compiled’ message. Select ‘Print File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. Validate the data in the report. Close the report. Select ‘Post File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. An ‘Information’ message is received stating: Posted. Click [OK]. If desired, select ‘Delete File’ in ‘Action’. Select the file in ‘Files’. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [No]. Validate that the message closed. Click [Process Action]. A ‘Delete File’ message is received stating: Are you sure? Click [Yes]. An ‘Information’ message is received stating: Deleted. Click [OK]. Open ‘274 – Provider Directory Definition’. Select ‘Edit’ in ‘Add or Edit Group’. Select the ‘Provider Group’ that was edited. Validate the edited data. Close the form. Scenario 8: 274 - Provider Directory Definition - Group Definition Specific Setup: Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’. Steps Open ‘274 - Provider Directory Definition’. Validate that the form opened to the ‘Group Definition’ section. Validate that ‘Plan Type' is the only required field on the form. Select 'Mental Health Plan' in 'Plan Type'. Validate that ‘Add or Edit Group’ is now required. Select ‘Add’ in ‘Add or Edit Group’. Validate that ‘Active’ and ‘Provider Group Name (2100CA-NM1-03)’ are now required fields. Add desired data to the form, noting the value in 'Provider Group'. Click [File Group Details]. Click [OK]. Select 'Drug Medi-Cal Organized Delivery System' in 'Plan Type'. Select ‘Edit’ in ‘Add or Edit Group’. Set 'Provider Group' to the value noted above. Verify that no search results are returned. Select 'Mental Health Plan' in 'Plan Type'. Select ‘Edit’ in ‘Add or Edit Group’. Set 'Provider Group' to the value noted above. Select the search result for the 'Provider Group' added above. Review the data and edit at least one field, noting the edited value(s). Click [File Group Details]. Click [OK]. Select 'Mental Health Plan' in 'Plan Type'. Select ‘Edit’ in ‘Add or Edit Group’. Set 'Provider Group' to the value noted above. Select the search result for the 'Provider Group' added above. Review the edited field(s) and validate that the edited data was retained. Repeat steps 1 - 26 for 'Plan Type' of 'Drug Medi-Cal Organized Delivery System'. Close the form.	Topics • Dictionary • 274 - Provider Directory • File Import
Update 86 Summary \| Details Compile/Edit/Post/Unpost Roll-Up Services Worklist Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Compile/Edit/Post/Unpost Roll-Up Services Worklist Client Ledger Scenario 1: The Compile process in the “Compile/Edit/Post/Unpost Roll up Services Worklist” completes successfully. Specific Setup: Service Codes: Identify an existing service code or add a new service code that will be used as the roll-up service. Identify two existing service codes or add two service codes that will be used as the component services. Roll-Up Service Definition: Specify the roll-up service code and the component service code(s) you added/edited in the previous step. Select 'All Services Not Yet Rolled Up' for the 'Component Services Date Rules' field. Identify an existing client or admit a new client in an outpatient episode. A guarantor is assigned to the client. Client Charge Input: At least 2 component services are rendered to a client. Be sure the component service dates span at least two or three months. Make sure the two-component services are with different locations. Client Ledger: The component services are distributed correctly to the client. Steps Open the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form. Select the through date which includes the service date. Select the [Compile Worklist] button. Verify that the work list compiles without any error. Verify that we get a success message saying, 'Compile Compile'. Select [Ok]. Click the [Run Report]. Verify the Roll-Up Services Worklist includes the correct services rendered within the chosen 'Through Date'. Verify that the report has details of both the RollUp service and the Component service(s) along with other related service data. Open the SQL Querying tool and validate that the "SYSTEM.rollup_services_worklist" data table can be accessed without any error(s). Validate that the rollup entries are stored and shown in the table. Observe that the entries are with that 'rollup_location_code' column value as blank. Close the SQL window. Scenario 2: Compile/Edit/Post/Unpost Roll-Up Services Worklist - Submitting without 'From Date' Specific Setup: Service Codes: Identify an existing service definition or add a new service definition that will be used as the roll-up service. Identify an existing service definition or add a new service definition that will be used as the component services. Roll-Up Service Definition: Specify the roll-up service code and the component service code(s) you added/edited in the previous step. Select 'All Services Not Yet Rolled Up' for the 'Component Services Date Rules' field. Identify an existing client or admit a new client in outpatient episode. A guarantor is assigned to the client. Client Charge Input: At least 2 component services are rendered to a client. Be sure the component service dates span at least two or three months. Client Ledger: The component services are distributed correctly to the client. Steps Access the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form. Enter the current date in the 'Through Date' field. Click [Compile Worklist]. Validate that an 'Information' message is displayed that states: "Compile complete." Click [OK]. Click [Run Report]. Validate the 'Roll-Up Services Worklist' report is displayed. Validate that the correct client's name is displayed. Validate the contents of the Roll-Up are displayed. Close the report. Select "Post Roll-Up Services Worklist" Select the desired date 'Through Date' field. Select a desired value in the 'Write Off Posting Code' field. Click [Post Worklist]. Validate that a Post complete message is displayed. Click [OK] and close the form. Access the 'Client Ledger' form. Select "Client A" in the 'Client ID' field. Select "Episode" in the 'Claim/Episode/All Episodes' field. Select "Episode 1" in the 'Episode Number' field. Validate the 'From Date' field contains the admission date of the episode. Validate the 'To Date' field contains the last date of service that is included in the Client ledger. Select "Simple" in the 'Ledger Type' field. Click [Process]. Validate that the 'Client Ledger Report' is displayed. Validate that the 'Client Ledger Report' contains the desired client. Validate that the 'Client Ledger Report' contains the correct Roll-Up services. Validate that a 'Processing Report has Completed. Do You wish to Return to form?' message is displayed. Click [No].	Topics • Compile/Edit/Post/Unpost Roll-up Services Worklist
Update 87 Summary \| Details Alternative Service Location - Edit Service Information forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dynamic Form - Warning Electronic Billing Edit Service Information (Charge Fee Access) Scenario 1: Edit Service Information Specific Setup: Registry Settings: Set the "Enable Alternative Service Location Fields" Registry setting to "Y". Client Data: An existing client is identified and guarantors are assigned to the client in the Financial Eligibility. Service: Services 1, 2, and 3 should be picked from existing or newly created and the Fee definitions should be defined for the service(s). Charges should be created for the Client with Services. Steps Open the 'Edit Service Information' form. Select the Client. Select the 'Service Start Date' and 'Service End Date'. Click the [Select Service(s) To Edit] button. Check the service-1 to edit. Click the [OK] button. Verify that the facility location fields are not required when none of them are valued. Verify that the field ‘Facility Location Code Identifier’ is a text field. Enter a value in any one of the 'Facility Location' Fields. Verify that the facility location fields on the 'Edit Service Information' form are set as required whenever any one of the fields is valued. Fill in all the Facility Location field values. Select [Submit]. Select [No] in the form return. Open the SQL Querying tool and validate that the filed Facility Location values for the service is stored with a unique 'JOIN_TO_TX_HISTORY' ID value in the below tables: "SYSTEM".billing_tx_address "SYSTEM".billing_claim_address "SYSTEM".billing_tx_history Close the SQL query window. Access the 'Edit Service Information' form. Select the Client. Select the 'Service Start Date' and 'Service End Date'. Click the [Select Service(s) To Edit] button. Check the service-2 to edit. Click the [OK] button. Fill in the Facility Location values exactly similar to the Service-1. Fill in all other required fields. Select [Submit]. Select [Yes]. Click the [Select Service(s) To Edit] button. Check the service-3 to edit. Click the [OK] button. Fill in the Facility Location values completely different from the Service-2. Fill in all other required fields. Select [Submit]. Select [Yes]. Click the [Select Service(s) To Edit] button. Check the service-1 and service-2 to edit. Click the [OK] button. Verify that the facility location information field values are populated and displayed in the form when the services selected for edit have the facility location information matching. Make any updates in the Facility location field(s). Select [Submit]. Select [Yes]. Click the [Select Service(s) To Edit] button. Check the service-1 to edit. Click the [OK] button. Verify that the newly updated location value is being shown. Open the SQL Querying tool and validate that the filed Facility Location values for the service are added with the new value(s) with a unique 'JOIN_TO_TX_HISTORY' ID values in the below tables: "SYSTEM".billing_tx_address "SYSTEM".billing_claim_address "SYSTEM".billing_tx_history Close the SQL query window. Return to the form. Select the [Select Service(s) To Edit] button. Select [Yes]. Check the service-2 and service-3 to edit. Click the [OK] button. Verify that the facility location information field values are not pulled in and displayed in the form when the services selected for edit have the facility location information not matching each other. Fill in the Facility location field(s). Select [Submit]. Select [Yes]. Check the service-2 and service-3 to edit. Click the [OK] button. Verify that the facility location information field values are populated and displayed in the form when the services selected for edit have the facility location information matching. Select [Discard]. Select [Yes]. Scenario 2: The 837 professional bill compiles successfully. Specific Setup: _{Client Data:} _{An existing outpatient client is identified and guarantors are assigned to the client in the Financial Eligibility.} _{Registry Settings:} _{Set the "Enable Alternative Service Location Fields" Registry setting to "Y".} _Service: _{Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).} _{Services are charged and the liability is distributed to the primary guarantor of the client.} _{Charges are Closed.} _{Charges should be created for the Client with Service.} _{The Facility Location field values are filed for the services using the 'Edit Service Information' for}m. Steps Open the 'Electronic Billing' form. Compile the 837 professional bill for the guarantor. Verify that the 837 professional bill will be compiled successfully. Verify that when billing services out via 837, the appropriate facility location information(s) are included in the 837 file. Scenario 3: Edit Service Information (Charge Fee Access) - Validation Specific Setup: Registry Settings: Set the "Enable Alternative Service Location Fields" Registry setting to "Y". Client Data: An existing client is identified, and guarantors are assigned to the client in the Financial Eligibility. Service: Services 1, 2, and 3 should be picked from existing or newly created and the Fee definitions should be defined for the service(s). Charges should be created for the Client with Services. Steps Open the 'Edit Service Information (Charge Fee Access)' form. Select the Client. Select the 'Service Start Date' and 'Service End Date'. Click the [Select Service(s) To Edit] button. Check the service-1 to edit. Click the [OK] button. Verify that the facility location fields are not required when none of them are valued. Verify that the field ‘Facility Location Code Identifier’ is a text field. Enter a value in any one of the 'Facility Location' Fields. Verify that the facility location fields on the 'Edit Service Information (Charge Fee Access)' form are set as required whenever any one of the fields is valued. Fill in all the Facility Location field values. Select [Submit]. Select [No] in the form return. Open the SQL Querying tool and validate that the filed Facility Location values for the service are stored with a unique 'JOIN_TO_TX_HISTORY' ID value in the below tables, "SYSTEM".billing_tx_address "SYSTEM".billing_claim_address "SYSTEM".billing_tx_history Close the SQL query window. Access the 'Edit Service Information' form. Select the Client. Select the 'Service Start Date' and 'Service End Date'. Click the [Select Service(s) To Edit] button. Check the service-2 to edit. Click the [OK] button. Fill in the Facility Location values exactly similar to the Service-1. Fill in all other required fields. Select [Submit]. Select [Yes]. Click the [Select Service(s) To Edit] button. Check the service-3 to edit. Click the [OK] button. Fill in the Facility Location values completely different from the Service-2. Fill in all other required fields. Select [Submit]. Select [Yes]. Click the [Select Service(s) To Edit] button. Check the service-1 and service-2 to edit. Click the [OK] button. Verify that the facility location information field values are populated and displayed in the form when the services selected for edit have the facility location information matching. Make any updates in the Facility location field(s). Select [Submit]. Select [Yes]. Click the [Select Service(s) To Edit] button. Check the service-1 to edit. Click the [OK] button. Verify that the newly updated location value is being shown. Open the SQL Querying tool and validate that the filed Facility Location values for the service are added with the new value(s) with unique 'JOIN_TO_TX_HISTORY' ID values in the below tables, "SYSTEM".billing_tx_address "SYSTEM".billing_claim_address "SYSTEM".billing_tx_history Close the SQL query window. Return to the form. Select the [Select Service(s) To Edit] button. Select [Yes]. Check the service-2 and service-3 to edit. Click the [OK] button. Verify that the facility location information field values are not pulled in and displayed in the form when the services selected for edit have the facility location information not matching each other. Fill in the Facility location field(s). Select [Submit]. Select [Yes]. Check the service-2 and service-3 to edit. Click the [OK] button. Verify that the facility location information field values are populated and displayed in the form when the services selected for edit have the facility location information matching. Select [Discard]. Select [Yes].	Topics • Edit Service Information • 837 Professional
Update 92 Summary \| Details Avatar MSO to Parent System Service Filing, Void/Replacement Claims Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: 837 Health Care Claim Professional Client Ledger Delete Service Scenario 1: 'Delete Service' - Verification of Charge Reversal Posting for Replacement/Void Claims Including Add-On Services Specific Setup: Avatar PM/Cal-PM Registry Setting 'Enable Multiple Add-On Code Per Primary Code Functionality' may optionally be enabled/disabled. 'File Services On Closing Of Batch Or Creation of EOB?' must be set to 'Yes' (via Avatar MSO 'MSO to Parent System Integration Mapping' form 'Service Filing' section) One or more 'Approved' status 'Void' and/or 'Replacement' claims for Avatar PM/Cal-PM services (with closed charges) originating in Avatar MSO where Primary and Add-On Service are present in original claim. Steps Open Avatar MSO 'Close Batch' form. Select Avatar MSO Claims Processing batch containing one or more 'Approved' status 'Replacement' claim for Primary and Add-On services eligible for filing to parent Avatar PM/Cal-PM system (where original service charges are closed in Avatar PM/Cal-PM): Note - Retro Claim Adjudication entries from Avatar MSO 'Void' 837 Professional/837 Institutional claims are pushed/filed to Avatar PM/Cal-PM parent system on posting in MSO, as no Avatar MSO Claims Processing Batch is created; Retro Claim Adjudication entries from Avatar MSO 'Replacement' 837 Professional/837 Institutional claims are pushed/filed to Avatar PM/Cal-PM parent system on closing of Claims Processing Batch for Replacement Claims/Services in MSO Note - Acceptance Testing may also be confirmed via Avatar PM/Cal-PM 'Delete Service' form for Primary services with one or more associated Add-On services associated Set 'Close Batch' field to 'Yes' (and click 'OK' button to close warning message dialog). Click 'Submit' button to close batch/file services to parent Avatar PM/Cal-PM system. Open 'Client Ledger' form in parent Avatar PM/Cal-PM system. Select 'Client ID' value for client where services are present in Avatar MSO closed status Claims Processing batch. Select 'Claim/Episode/All Episodes' value. Select 'Ledger Type' value. In Client Ledger data - ensure that 'Approved' status original claim services originating in Avatar MSO are present in Avatar PM/Cal-PM system following 'Close Batch' filing (where services are valid for filing to parent system). In Client Ledger data - ensure that services originating in Avatar MSO where 'Replacement' or 'Void' claim has subsequently been processed in Avatar MSO (resulting in Retro Claim Adjudication service takeback entries) are updated in Avatar PM/Cal-PM parent system as follows: Original Primary and Add-On services in 'Open' charge status will be deleted in Avatar PM/Cal-PM parent system, and new/replacement services will be filed/present in Avatar PM/Cal-PM system following 'Close Batch' filing (if 'Approved' status and where replacement services are valid for filing to parent system) Original Primary and Add-On services in 'Closed' and 'Unbilled' charge status (not claimed) will have service deletion reversal code ('DELETE') filed in Avatar PM/Cal-PM parent system, and new/replacement services will be filed/present in Avatar PM/Cal-PM system following 'Close Batch' filing (if 'Approved' status and where replacement services are valid for filing to parent system) Original Primary and associated Add-On services in 'Closed' and 'Unbilled' charge status (not claimed) will have Charge Payment/Reversal adjustment filed in Avatar PM/Cal-PM parent system for the amount of the original service: Posting/Adjustment Code as defined via Avatar MSO 'Set System Defaults' form for MSO-originating services; Posting/Adjustment Code as selected if using Avatar PM/Cal-PM 'Delete Service' form	Topics • Delete Service • 837 Professional

Avatar_Cal-PM_2023_Monthly_Release_2023.04.00_Details.csv