Avatar Cal-PM 2023 Quarterly Release 2023.01 Acceptance Tests

• One or more client(s) with episode eligible for Cal-OMS Admission entry/filing

1. Open 'Cal-OMS Admission' form.
2. Select client/episode for record entry and click 'OK' button.
3. Enter value for 'Admission Date' field.
4. Click to expand the 'Location of Admission' drop-down selection field.
5. Ensure that Programs available for selection in 'Location of Admission' field are limited to Cal-OMS enabled Programs allowed/available for the current system code (according to 'Associated Programs' field in 'System Code Definition' for current system code, where user is logged into sub-system code).
6. Note - In case where user is logged into Avatar Cal-PM root system code, all Cal-OMS enabled Programs will be available for selection in the 'Location of Admission' field
7. Select value for 'Location of Admission' and 'Level of Care Admitted' fields.
8. Complete other fields in form as required/desired.
9. Click 'Submit' button in 'Cal-OMS Admission' form to file record/data.

• Avatar Cal-PM Registry Setting 'Enable Default Guarantor Assignment' may optionally be enabled/disabled
• Avatar Cal-PM 'Program Maintenance' File Import file containing one or valid rows, including one or more of the following fields/segments:
• 'Default The Guarantor During' (field/segment 78)
• 'Default The Guarantor Only If' (field/segment 79)
• 'Guarantor Order' (field/segment 80)
• 'Require Source Of Admission' (field/segment 81)
• 'Require Attending Practitioner' (field/segment 82)
• Updated import file layout document 'Avatar_Cal-PM_File_Import_Record_Layouts.xls' included with update package
• Crystal Reports or other SQL reporting tool

1. Open Avatar Cal-PM 'File Import' form.
2. Select File Type 'Program Maintenance'.
3. Select 'Upload New File' in 'Action' field and Click 'Process Action' button.
4. Select Avatar Cal-PM 'Program Maintenance' import file and click 'Open' button.
5. Select 'Compile/Validate File' in 'Action' field.
6. Select loaded import file and click 'Process Action' button.
7. Ensure that 'Compile/Validate File' action completes, and message 'Compiled' or '(File Name) contains one or more errors. These errors can be reviewed using 'Print Errors' action' is displayed.
8. Click 'OK' button.
9. Select 'Print Errors' in 'Action' field if errors encountered in compile; Select compiled import file with errors and click 'Process Action' button.
10. In 'Program Maintenance' File Import Error Report, ensure that all invalid/errored import row(s) are included in report with segment/value reference and error message detail.
11. Select 'Print File' in 'Action' field to view successfully compiled import data; Select compiled import file and click 'Process Action' button.
12. In 'Program Maintenance' File Import Report, ensure that all valid import row(s) are included in report with segment/value details, including the following fields/segments where included:
13. 'Selected Guarantors to Default' ('Guarantor Order')
14. 'Default The Guarantor During'
15. 'Default The Guarantor Only If'
16. 'Require Source Of Admission'
17. 'Require Attending Practitioner'
18. Select 'Post File' in 'Action' field to post successfully compiled import data; Select compiled import file and click 'Process Action' button.
19. Ensure that 'Compile/Validate File' action completes, and message 'Posted' and/or 'The selected file contains one or more lines with compilation errors. Only those lines without compilation errors will be posted' is displayed.
20. Open Crystal Reports or other SQL reporting tool.
21. In new Avatar Cal-PM SQL table 'SYSTEM.file_import_prog_maint', ensure that all 'Program Maintenance' File Import rows are included in table with values from import data file.
22. Open Avatar Cal-PM 'Program Maintenance' form.
23. Select 'Edit' in 'Add or Edit Program' field and select existing Program filed via import.
24. Ensure values for 'Require Source Of Admission' and 'Require Attending Practitioner' fields are present as filed via import.
25. Navigate to 'Default Guarantor Assignment' section of 'Program Maintenance' form (where enabled/present).
26. Ensure values for 'Guarantor Order', 'Default the Guarantor During' and 'Default the Guarantor Only If' fields are present as filed via import (where enabled/present).

• Program where 'Require Source Of Admission' and/or 'Require Attending Practitioner' is defined as 'Yes' (via Avatar Cal-PM 'Program Maintenance' form)

1. Open Avatar Cal-PM 'Admission' form.
2. Note - Acceptance Testing Scenario 'Source of Admission'/'Attending Practitioner' field requirements also apply to 'Admission (Outpatient)' and 'Back Dated Admission/Discharge' forms, as well as the Avatar Cal-PM Client Admission web service
3. In 'Select Client' dialog, enter values for search criteria and click 'Search' button.
4. Select existing client record to enter Admission record, or click 'New Client' button to create new client record via Admission record entry.
5. In 'Admission' form, enter/select values for 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type of Admission', 'Admitting Practitioner' and any other required/desired fields.
6. Where selected Program value is defined with 'Require Source of Admission' set to 'Yes', ensure that 'Source Of Admission' field is required in 'Admission' form (field marked in red and disallows form filing if value not specified).
7. Where selected Program value is defined with 'Require Attending Practitioner' set to 'Yes', ensure that 'Attending Practitioner' field is required in 'Admission' form (field marked in red and disallows form filing if value not specified).
8. Click 'Submit' button to file new Admission/episode for existing client/new client creation.

• Crystal Reports or other SQL reporting tool

1. Open the Avatar Cal-PM 'Program Maintenance' form.
2. Select 'Add' in 'Add or Edit Program' field and enter Program Code (or select 'Edit' in 'Add or Edit Program' field and select existing Program).
3. Ensure that 'EVV Provider Organization ID' field is present in form; enter value for 'EVV Provider Organization ID' if desired.
4. Ensure that 'Require Source Of Admission' field is present in form (Yes/No radio button selection field); select value for 'Require Source Of Admission' if desired.
5. If 'Require Source Of Admission' is set to 'Yes', the 'Source Of Admission' field will be required in the Avatar Cal-PM 'Admission', 'Admission (Outpatient)' and 'Back Dated Admission/Discharge' forms (as well as the Avatar Cal-PM Client Admission Web Service) for the selected Program
6. Ensure that 'Require Attending Practitioner' field is present in form (Yes/No radio button selection field); select value for 'Require Source Of Admission' if desired.
7. If 'Require Attending Practitioner' is set to 'Yes', the 'Attending Practitioner' field will be required in the Avatar Cal-PM 'Admission', 'Admission (Outpatient)' and 'Back Dated Admission/Discharge' forms (as well as the Avatar Cal-PM Client Admission Web Service) for the selected Program
8. Enter/select values for all other Program Maintenance fields as required/desired.
9. Click 'File Program' button to save Program Maintenance information.
10. Click 'Print All Programs' button to display Program Maintenance information.
11. In Program Maintenance report, ensure 'Require Source Of Admission' and 'Require Attending Practitioner' fields are present and reflect values filed via 'Program Maintenance' form.
12. Open Crystal Reports or other SQL reporting tool.
13. In Avatar Cal-PM SQL table 'SYSTEM.table_program_definition' - ensure all Program Maintenance information filed is present, including values for 'req_src_adm_code'/'req_src_adm_value' and 'req_attn_pract_code'/'req_attn_pract_value'.

• Avatar Cal-PM Registry Setting 'Enable Default Guarantor Assignment' may optionally be enabled/disabled
• Avatar Cal-PM 'Program Maintenance' File Import file containing one or valid rows, including one or more of the following fields/segments:
• 'Default The Guarantor During' (field/segment 78)
• 'Default The Guarantor Only If' (field/segment 79)
• 'Guarantor Order' (field/segment 80)
• 'Require Source Of Admission' (field/segment 81)
• 'Require Attending Practitioner' (field/segment 82)
• Updated import file layout document 'Avatar_Cal-PM_File_Import_Record_Layouts.xls' included with update package
• Crystal Reports or other SQL reporting tool

1. Open Avatar Cal-PM 'File Import' form.
2. Select File Type 'Program Maintenance'.
3. Select 'Upload New File' in 'Action' field and Click 'Process Action' button.
4. Select Avatar Cal-PM 'Program Maintenance' import file and click 'Open' button.
5. Select 'Compile/Validate File' in 'Action' field.
6. Select loaded import file and click 'Process Action' button.
7. Ensure that 'Compile/Validate File' action completes, and message 'Compiled' or '(File Name) contains one or more errors. These errors can be reviewed using 'Print Errors' action' is displayed.
8. Click 'OK' button.
9. Select 'Print Errors' in 'Action' field if errors encountered in compile; Select compiled import file with errors and click 'Process Action' button.
10. In 'Program Maintenance' File Import Error Report, ensure that all invalid/errored import row(s) are included in report with segment/value reference and error message detail.
11. Select 'Print File' in 'Action' field to view successfully compiled import data; Select compiled import file and click 'Process Action' button.
12. In 'Program Maintenance' File Import Report, ensure that all valid import row(s) are included in report with segment/value details, including the following fields/segments where included:
13. 'Selected Guarantors to Default' ('Guarantor Order')
14. 'Default The Guarantor During'
15. 'Default The Guarantor Only If'
16. 'Require Source Of Admission'
17. 'Require Attending Practitioner'
18. Select 'Post File' in 'Action' field to post successfully compiled import data; Select compiled import file and click 'Process Action' button.
19. Ensure that 'Compile/Validate File' action completes, and message 'Posted' and/or 'The selected file contains one or more lines with compilation errors. Only those lines without compilation errors will be posted' is displayed.
20. Open Crystal Reports or other SQL reporting tool.
21. In new Avatar Cal-PM SQL table 'SYSTEM.file_import_prog_maint', ensure that all 'Program Maintenance' File Import rows are included in table with values from import data file.
22. Open Avatar Cal-PM 'Program Maintenance' form.
23. Select 'Edit' in 'Add or Edit Program' field and select existing Program filed via import.
24. Ensure values for 'Require Source Of Admission' and 'Require Attending Practitioner' fields are present as filed via import.
25. Navigate to 'Default Guarantor Assignment' section of 'Program Maintenance' form (where enabled/present).
26. Ensure values for 'Guarantor Order', 'Default the Guarantor During' and 'Default the Guarantor Only If' fields are present as filed via import (where enabled/present).

1. Open 'Registry Settings' form.
2. Enter search value 'Enable Default Guarantor Assignment' and click 'View Registry Settings' button.
3. Ensure Registry Setting 'Enable Default Guarantor Assignment' is returned (under 'Avatar PM -> Billing -> Financial Eligibility' path).
4. Ensure 'Registry Setting Details' field contains the following explanation text:

"Selecting 'Y' adds the 'Default Guarantor Assignment' section to the 'Program Maintenance' form. This will allow users to assign default guarantor in the 'Financial Eligibility' form either 1) upon filing a new admission through the 'Admission', 'Admission(Outpatient)', 'Pre-Admit' or 'Back Dated Admission\Discharge' forms or 2) automatically add a 'Guarantor Selection' row in the 'Financial Eligibility' upon form entry. The guarantor information will automatically be defaulted in the row with the selected guarantor but edits will be allowed.

Selecting 'N' will remove the form from the menu.

Please Note: The default guarantor must have a default guarantor plan setup in the 'Guarantors/Payors' form to automatically file a 'Financial Eligibility' record upon filing a new admission. If no default guarantor plan exists, only the admission will be filed."

• Avatar Cal-PM Registry Setting 'Enable Default Guarantor Assignment' must be enabled
• Crystal Reports or other SQL reporting tool

1. Open the Avatar Cal-PM 'Program Maintenance' form.
2. Select 'Add' in 'Add or Edit Program' field and enter Program Code (or select 'Edit' in 'Add or Edit Program' field and select existing Program).
3. Enter/select values for all fields in main/first section of 'Program Maintenance' form as required/desired.
4. Navigate to 'Default Guarantor Assignment' section of 'Program Maintenance' form.
5. Ensure the following fields are present in 'Default Guarantor Assignment' section:
6. 'Select Guarantor To Default'
7. Dropdown selection field; populated with all Guarantors defined in Avatar Cal-PM system. Selection of Guarantor will add it to 'Guarantor Order' list and include the selected Guarantor(s) in Financial Eligibility record defaulting in order added/specified in 'Guarantor Order' field
8. A default Benefit Plan should be configured for the selected Guarantor(s)
9. 'Guarantor Order'
10. List of included/selected Guarantor(s) for Financial Eligibility record defaulting in order added/specified
11. A default Benefit Plan should be configured for the selected Guarantor(s)
12. 'Clear Guarantor Order' button
13. Clears 'Guarantor Order' field for Guarantor re-selection/re-ordering
14. 'Default the Guarantor During'
15. If 'Filing Of Admission' is selected, a 'Financial Eligibility' record will be automatically filed upon filing a new admission through the 'Admission', 'Admission(Outpatient)', 'Pre-Admit' or 'Back Dated Admission\Discharge' forms (where selected Program is used) only if there is no existing 'Financial Eligibility' record for that episode. The 'Coverage Effective Date' field is set to the episode's admission date and the 'Client's Relationship To Subscriber' field is set to 'Self'
16. If 'Entry To Financial Eligibility Options' is selected, 'Guarantor Selection' row(s) will be automatically defaulted/added upon entry of the 'Financial Eligibility' form (where selected Program is used for episode) with behavior according to 'Default The Guarantor Only If' field setting
17. 'Default the Guarantor Only If'
18. Only enabled/applicable where 'Entry To Financial Eligibility Options' is selected for 'Default The Guarantor During' field
19. If 'None Exists' is selected, a 'Guarantor Selection' row(s) for the selected Guarantor(s) will be added upon entry to the 'Financial Eligibility' form only if there is no existing 'Financial Eligibility' record for that episode. The 'Coverage Effective Date' field will be set to the episode's admission date and the 'Client's Relationship To Subscriber' field will be set to 'Self'
20. If 'Not A Part Of Financial Eligibility' is selected, a 'Guarantor Selection' row for the selected Guarantor(s) will be added upon entry to the 'Financial Eligibility' form if there is no existing 'Financial Eligibility' record for that episode or the existing record does not contain the selected Guarantor(s). The 'Coverage Effective Date' field will be set to the episode's admission date and the 'Client's Relationship To Subscriber' field will be set to 'Self'. The selected Guarantor(s) will be added to the end of the previous Guarantor order.
21. Select one or more Guarantor(s) in the 'Select Guarantor To Default' field, populating the 'Guarantor Order' field/list as desired.
22. Select value for 'Default The Guarantor During' field.
23. Where 'Entry To Financial Eligibility Options' is selected for 'Default The Guarantor During' field, select value for 'Default The Guarantor Only If' field.
24. Navigate to main/first section of 'Program Maintenance' form.
25. Click 'File Program' button to save Program Maintenance information.
26. Click 'Print All Programs' button to display Program Maintenance information.
27. In Program Maintenance report, ensure 'Selected Guarantors to Default', 'Default the Guarantor During' and 'Default the Guarantor Only If' fields are present and reflect Default Guarantor Assignment values filed via 'Program Maintenance' form.
28. Open Crystal Reports or other SQL reporting tool.
29. In Avatar Cal-PM SQL table 'SYSTEM.default_guarantors' - ensure all 'Default Guarantor Assignment' Program Maintenance information filed is present.

• Avatar Cal-PM Registry Setting 'Enable Default Guarantor Assignment' must be enabled
• Program where 'Guarantor Order' is defined with one or more Guarantor(s) for default assignment, and where 'Filing Of Admission' is selected for 'Default The Guarantor During' field (via Avatar Cal-PM 'Program Maintenance' form, 'Default Guarantor Assignment' section)

1. Open Avatar Cal-PM 'Admission' form.
2. Note - Acceptance Testing Scenario Guarantor Defaulting also applies to 'Admission (Outpatient)', 'Pre Admit' and 'Back Dated Admission/Discharge' forms, as well as 'Admission' records/episodes filed via the Avatar Cal-PM Client Admission web service
3. In 'Select Client' dialog, enter values for search criteria and click 'Search' button.
4. Select existing client record to enter new Admission record, or click 'New Client' button to create new client record via Admission record entry.
5. In 'Admission' form, enter/select values for 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program' - using 'Program' where 'Default The Guarantor During' is set to 'Filing Of Admission' (via Avatar Cal-PM 'Program Maintenance' form 'Default Guarantor Assignment' section).
6. Enter/select values for 'Type of Admission', 'Admitting Practitioner' and any other required/desired fields in 'Admission' form.
7. Click 'Submit' button to file new Admission/episode for existing client/new client creation.
8. Open 'Financial Eligibility' form, selecting client/episode filed via 'Admission' form above.
9. Note, Acceptance Testing Guarantor Default Assignment may also be confirmed via 'Fast Financial Eligibility' form
10. Navigate to 'Guarantor Selection' section of 'Financial Eligibility' form.
11. Ensure Guarantor row is present in Financial Eligibility record for each/all Guarantors assigned for defaulting (via the 'Select Guarantor To Default'/'Guarantor Order' fields in 'Program Maintenance' form 'Default Guarantor Assignment' section).
12. For each assigned Guarantor row, ensure value for 'Guarantor Plan' is assigned (according to 'Guarantor Plan' field in 'Guarantors/Payors' form).
13. Any Guarantor(s) selected/included in Default Guarantor Assignment 'Guarantor Order' where default 'Guarantor Plan' is not defied will not be included in Financial Eligibility record Guarantor filing
14. For each assigned Guarantor row, ensure value for 'Client's Relationship To Subscriber ' is set to 'Self'.
15. For each assigned Guarantor row, ensure value for 'Coverage Effective Date ' is set to Admission date for episode.
16. In main/first section of 'Financial Eligibility' form, ensure Guarantor order is set as defined for Program where more than one Guarantor is assigned (according to the 'Guarantor Order' field in 'Program Maintenance' form 'Default Guarantor Assignment' section).

• Avatar Cal-PM Registry Setting 'Enable Default Guarantor Assignment' must be enabled
• Client with Admission/Episode(s) under Program where 'Guarantor Order' is defined with one or more Guarantor(s) for default assignment, and where 'Entry To Financial Eligibility Options' is selected for 'Default The Guarantor During' field (via Avatar Cal-PM 'Program Maintenance' form, 'Default Guarantor Assignment' section)

1. Open Avatar Cal-PM 'Financial Eligibility' form.
2. Select client/episode under 'Program' where 'Default The Guarantor During' is set to 'Entry To Financial Eligibility Options' (via Avatar Cal-PM 'Program Maintenance' form 'Default Guarantor Assignment' section).
3. Navigate to 'Guarantor Selection' section of 'Financial Eligibility' form.
4. In case where no Financial Eligibility record exists prior to form entry for selected episode/Program - Ensure Guarantor row is defaulted/present on entry of Financial Eligibility form for each/all Guarantors assigned for defaulting (via the 'Select Guarantor To Default'/'Guarantor Order' fields in 'Program Maintenance' form 'Default Guarantor Assignment' section, where 'Default The Guarantor Only If' is set to 'None Exists').
5. In case where Financial Eligibility record exists prior to form entry for selected episode/Program but where not all Guarantor(s) set for Default Assignment are assigned - Ensure Guarantor row is defaulted/present on entry of Financial Eligibility form for each/all Guarantors assigned for defaulting and not already present (via the 'Select Guarantor To Default'/'Guarantor Order' fields in 'Program Maintenance' form 'Default Guarantor Assignment' section, where 'Default The Guarantor Only If' is set to 'Not A Part Of Financial Eligibility').
6. For each defaulted/assigned Guarantor row, ensure value for 'Guarantor Plan' is assigned (according to 'Guarantor Plan' field in 'Guarantors/Payors' form).
7. For each defaulted/assigned Guarantor row, ensure value for 'Client's Relationship To Subscriber ' is set to 'Self'.
8. For each defaulted/assigned Guarantor row, ensure value for 'Coverage Effective Date ' is set to Admission date for episode.
9. Add/update/remove Guarantor row(s) from 'Guarantor Selection' following Assigned Guarantor Defaulting for Program if desired.
10. In main/first section of 'Financial Eligibility' form, ensure Guarantor order is set as defined for Program where more than one Guarantor is assigned (according to the 'Guarantor Order' field in 'Program Maintenance' form 'Default Guarantor Assignment' section).
11. Note - In case where Financial Eligibility record exists prior to form entry for selected episode/Program but where not all Guarantor(s) set for Default Assignment are assigned, newly defaulted Guarantor row(s) will be added to the end of the previous Guarantor order
12. Click 'Submit' button to file 'Financial Eligibility' form/record for client episode.

• Crystal Reports or other SQL reporting tool

1. Open the Avatar Cal-PM 'Program Maintenance' form.
2. Select 'Add' in 'Add or Edit Program' field and enter Program Code (or select 'Edit' in 'Add or Edit Program' field and select existing Program).
3. Ensure that 'EVV Provider Organization ID' field is present in form; enter value for 'EVV Provider Organization ID' if desired.
4. Ensure that 'Require Source Of Admission' field is present in form (Yes/No radio button selection field); select value for 'Require Source Of Admission' if desired.
5. If 'Require Source Of Admission' is set to 'Yes', the 'Source Of Admission' field will be required in the Avatar Cal-PM 'Admission', 'Admission (Outpatient)' and 'Back Dated Admission/Discharge' forms (as well as the Avatar Cal-PM Client Admission Web Service) for the selected Program
6. Ensure that 'Require Attending Practitioner' field is present in form (Yes/No radio button selection field); select value for 'Require Source Of Admission' if desired.
7. If 'Require Attending Practitioner' is set to 'Yes', the 'Attending Practitioner' field will be required in the Avatar Cal-PM 'Admission', 'Admission (Outpatient)' and 'Back Dated Admission/Discharge' forms (as well as the Avatar Cal-PM Client Admission Web Service) for the selected Program
8. Enter/select values for all other Program Maintenance fields as required/desired.
9. Click 'File Program' button to save Program Maintenance information.
10. Click 'Print All Programs' button to display Program Maintenance information.
11. In Program Maintenance report, ensure 'Require Source Of Admission' and 'Require Attending Practitioner' fields are present and reflect values filed via 'Program Maintenance' form.
12. Open Crystal Reports or other SQL reporting tool.
13. In Avatar Cal-PM SQL table 'SYSTEM.table_program_definition' - ensure all Program Maintenance information filed is present, including values for 'req_src_adm_code'/'req_src_adm_value' and 'req_attn_pract_code'/'req_attn_pract_value'.

• Avatar Cal-PM Registry Setting 'Require Client's Episode Number' must be enabled (set to '1')
• Netsmart ProviderConnect or other application utilizing the Avatar Cal-PM 'Women's Health History'/'WSAPI.PM.Client.ClientCalls' web service
• 'Add Women's Health History', 'Edit Women's Health History' and 'View Women's Health History' permissions must be assigned to ProviderConnect user/access group

1. In ProviderConnect Main Menu, open 'Lookup Client' form.
2. Enter lookup criteria for client and click 'Search by Criteria' button.
3. In 'Client Lookup' results, select/open client record.
4. Click 'Women's Health History' sidebar menu tab, and ensure that 'Women's Health History' pre-display is opened.
5. In 'Women's Health History pre-display, ensure that display of existing records for view/edit selection includes only those where Program of associated episode is allowed/valid for user's Contracting Provider agency; ensure that any existing records where Program of related episode is disallowed/invalid for user's Contracting Provider agency are not included/available for selection.
6. In 'Women's Health History' pre-display, ensure that 'Add Health History Record' button is present (where 'Add Women's Health History' permission is assigned to user/access group).
7. In 'Women's Health History pre-display, ensure that 'Edit' button is present for view/edit of existing records for valid episodes (where 'Edit Women's Health History' and/or 'View Women's Health History' permissions are assigned to user/access group). Ensure that episodes/records available for edit selection include only those where Program of episode is allowed/valid for user's Contracting Provider agency.
8. Click 'Add Health History Record' button to enter new record, or 'Edit' button to view/edit existing record.
9. In 'Episode Number' field for new 'Women's Health History' record entry, ensure that episodes available for selection include only those where Program of episode is allowed/valid for user's Contracting Provider agency; ensure that episodes where Program of episode is disallowed/invalid for user's Contracting Provider agency are not included/available for selection in the 'Episode Number' field.
10. Ensure that 'Episode Number' and 'Date of Assessment' fields are required (and that same fields cannot be edited when viewing/updating existing record).
11. In ProviderConnect 'Women's Health History' form/record detail, ensure that the following fields are displayed and available for entry (including existing field values where present when viewing/editing):
12. Episode Number
13. Date of Assessment
14. Date of Last Menstrual Period (2300-DTP-03)
15. Frequency
16. LMP/LMP Unknown
17. Premenstrual Symptoms
18. Menarche Age
19. Menopause/Onset Age
20. Date of Last Mammogram/Results/Performing Provider/Site
21. Date of Last PAP/Results/Performing Provider/Site
22. Start Date of Pregnancy
23. End Date of Pregnancy
24. Initial Treatment Date (2300-DTP-03)
25. Have you ever been pregnant?
26. Pregnancy Status
27. Expected Due Date
28. Living Children
29. Lactating Status
30. Have you started prenatal care at another facility?
31. Date of Prenatal Care (at other facility)
32. Have you ever had an ectopic pregnancy?
33. Have you ever had an abortion?
34. Number of Abortion(s)
35. Have you ever had a miscarriage?
36. Number of Miscarriage(s)
37. Contraception
38. Have you ever been treated for a sexually transmitted disease?
39. Received HPV Vaccine?
40. Sexually Active
41. Notes
42. Enter/select values for all required/desired fields, and click 'Save Changes' to save/file 'Women's Health History' record.
43. Ensure user is automatically redirected to 'Women's Health History' pre-display on saving/filing form, and that new or edited record is present in pre-display.

• One or more client(s) with episode eligible for Cal-OMS Admission entry/filing

1. Open 'Cal-OMS Admission' form.
2. Select client/episode for record entry and click 'OK' button.
3. Enter value for 'Admission Date' field.
4. Click to expand the 'Location of Admission' drop-down selection field.
5. Ensure that Programs available for selection in 'Location of Admission' field are limited to Cal-OMS enabled Programs allowed/available for the current system code (according to 'Associated Programs' field in 'System Code Definition' for current system code, where user is logged into sub-system code).
6. Note - In case where user is logged into Avatar Cal-PM root system code (or where multiple/sub-system codes are not enabled), all Cal-OMS enabled Programs will be available for selection in the 'Location of Admission' field
7. Select value for 'Location of Admission' and 'Level of Care Admitted' fields.
8. Complete other fields in form as required/desired.
9. Click 'Submit' button in 'Cal-OMS Admission' form to file record/data.

• Avatar Cal-PM Registry Setting 'Enable Payor Based Authorizations' must be enabled
• Avatar Cal-PM Registry Setting 'Require Authorizations At Guarantors/Payors Level' may optionally be enabled/disabled
• Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' may optionally be enabled/disabled
• Avatar Cal-PM Registry Setting 'Enable Program/Service Code Filter' may optionally be enabled/disabled
• Crystal Reports or other SQL reporting tool

1. Open Avatar Cal-PM 'Payor Based Authorizations' form (under 'Avatar PM / System Maintenance / System Definition' menu).
2. Select 'Add' action in 'Add/Edit/Delete' field (or select 'Edit' action and click 'Select Authorizations To Edit/Delete' button to view/update existing Payor Based Authorization record/entry).
3. Ensure the following fields are present in the 'Payor Based Authorizations' form:
4. 'Guarantor'
5. 'Program'
6. Available only where Avatar Cal-PM Registry Setting 'Require Authorizations At Guarantors/Payors Level' is enabled
7. 'Practitioner Category'
8. Available only where Avatar Cal-PM Registry Setting 'Require Authorizations At Guarantors/Payors Level' is enabled
9. 'Effective Date'
10. 'Expiration Date'
11. Not a required field where Avatar Cal-PM Registry Setting 'Require Authorizations At Guarantors/Payors Level' is enabled
12. 'Authorization Number'
13. 'Service Code' / 'Service Code(s)'
14. All service codes will be available for search/selection regardless of whether Avatar Cal-PM Registry Setting 'Enable Program/Service Code Filter' is enabled
15. Not available where Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is enabled
16. 'Service Code' is a single code search/select field where Avatar Cal-PM Registry Setting 'Require Authorizations At Guarantors/Payors Level' is disabled
17. 'Service Code(s)' is a multiple selection field (including 'All Service Codes' selection) where Avatar Cal-PM Registry Setting 'Require Authorizations At Guarantors/Payors Level' is enabled
18. 'Authorization Group'
19. Available only where Avatar Cal-PM Registry Setting 'Require Authorizations At Guarantors/Payors Level' is enabled
20. 'Select CPT ® Codes' button
21. Available only where Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is enabled
22. 'All CPT Codes'
23. Available only where Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is enabled
24. 'Display Authorizations' button
25. 'Select Authorizations To Edit/Delete' button
26. Enter/select values in 'Effective Date' and 'Expiration Date' fields.
27. Where Avatar Cal-PM Registry Setting 'Require Authorizations At Guarantors/Payors Level' is enabled - select one or more values in 'Program' and/or 'Practitioner Category' multiple selection fields if desired.
28. Where Avatar Cal-PM Registry Setting 'Require Authorizations At Guarantors/Payors Level' is enabled - select one or more codes or 'All Service Codes' in 'Service Code(s)' multiple selection field, or select grouping in 'Authorization Group' field and ensure that codes in group are selected in 'Service Codes' field (and limited to only codes specified for group).
29. Where Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is enabled - Click 'Select CPT Codes' button and enter one or more code selections in the multi-iteration grid displayed (or set 'All CPT Codes' field to 'Yes').
30. Enter 'Authorization Number' field value.
31. Click 'Submit' button to file 'Payor Based Authorizations' form/record.
32. Select 'Edit' action in 'Add/Edit/Delete' field and click 'Select Authorizations To Edit/Delete' button to view/update previously entered Payor Based Authorization record/entry.
33. Ensure all field values are present in 'Payor Based Authorizations' form/record as previously entered/filed.
34. Click 'Display Authorizations' button to display the Payor Based Authorizations report/information.
35. In Payor Based Authorizations report display/results, ensure that all Payor Based Authorization entries/records for selected 'Guarantor' value are displayed, including the following fields:
36. 'Guarantor'
37. 'Service Code' or 'CPT Code'
38. Dependent on Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations'
39. 'Program'
40. 'Practitioner Category'
41. 'Effective Date'
42. Expiration Date'
43. 'Authorization Number'
44. Open Crystal Reports or other SQL reporting tool.
45. Where Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is disabled - In Avatar Cal-PM SQL table 'SYSTEM.table_payor_auths', ensure that data row(s) are added/updated on filing of 'Payor Based Authorizations' form and contain values/information filed via form for all applicable fields (including 'Program' and 'Practitioner Category' values where entered).
46. Where Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is enabled - In Avatar Cal-PM SQL table 'SYSTEM.table_payor_auths_cpt', ensure that data row(s) are added/updated on filing of 'Payor Based Authorizations' form and contain values/information filed via form for all applicable fields (including 'Program' and 'Practitioner Category' values where entered).

• Client record/episode eligible for Cost Reporting Data 'Client Condition - Pregnancy' form/record entry, where 'Sex' value is specified in Client Demographic information

1. Open Avatar Cal-PM 'Cost Reporting Data Maintenance' form.
2. Navigate to 'Client Condition - Pregnancy' section of form.
3. Select 'Add' or 'Edit' in 'Add, Edit Or Delete A Record' field.
4. Enter search value/select existing client in 'Client ID' field.
5. If selected client record has 'Sex' value of 'Female' in Client Demographic information, ensure that client selection/further entry in form is allowed.
6. If selected client record has 'Sex' value of 'Male', 'Unknown' or 'Other' in Client Demographic information, ensure that user is presented with an error dialog noting 'Only female clients may be selected' and client selection/further entry in form is disallowed.

• Client record/episode eligible for 'Women's Health History' form/record entry, where 'Sex' value is specified in Client Demographic information

1. Open Avatar Cal-PM 'Women's Health History' form.
2. Select 'Add' or 'Edit' in 'Add, Edit Or Delete A Record' field.
3. Enter search value/select existing client in 'Client ID' field.
4. If selected client record has 'Sex' value of 'Female' in Client Demographic information, ensure that client selection/further entry in form is allowed.
5. If selected client record has 'Sex' value of 'Male', 'Unknown' or 'Other' in Client Demographic information, ensure that user is presented with an error dialog noting 'Only female clients may be selected' and client selection/further entry in form is disallowed.

1. Open Avatar Cal-PM 'Dictionary Update' form.
2. Navigate to 'Print Dictionary' section of form.
3. Select 'Client' File.
4. Select 'All Data Elements' or select 'Individual Data Element' and select one of the updated Data Elements/dictionaries noted below.
5. Click 'Print Dictionary' button to display dictionary fields/values for selected Data Element.
6. Confirm Avatar Cal-PM 'Client' File Data Elements/Dictionary Codes are updated/present as follows:
7. 'Sex' (3)
8. Dictionary Code 'FTM' 'Transgender (F to M)' set to 'INACTIVE' status
9. Dictionary Code 'MTF' 'Transgender (M to F)' set to 'INACTIVE' status
10. Extended Dictionary Data Element 'Gender Identity' removed from 'Sex' Data Element
11. 'Gender Identity' (730)
12. Dictionary Code '407376001' value updated to 'Male-to-Female (MTF)/Transgender Female/Trans Woman'
13. Dictionary Code '407377005' value updated to 'Female-to-Male (FTM)/Transgender Male/Trans Man'
14. Dictionary Code '446131000124102' added, value 'Genderqueer, neither exclusively male nor female'
15. 'Sexual Orientation (731)
16. Dictionary Code 'OTH' value updated to 'Something else, please describe'
17. Extended Dictionary Data Element 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' added to 'Sexual Orientation' Data Element (and Extended Dictionary default values set)
18. 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' (15)
19. Extended Dictionary Data Element 'Sexual Orientation' removed from 'Are you heterosexual...' Data Element

• Crystal Reports or other SQL reporting tool

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

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

• Existing Avatar Cal-PM client record(s) for Demographic information view/update
• Crystal Reports or other SQL reporting tool

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

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

• Existing Avatar Cal-PM client/episode record(s) for 'Discharge', 'Discharge (Outpatient)' and/or 'Pre Admit Discharge' entry
• Crystal Reports or other SQL reporting tool

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

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

• Crystal Reports or other SQL reporting tool

1. Open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
2. In Client Search form, enter values for client search criteria and click 'Search' button.
3. Click 'New Client' button for Admission form entry/new client creation (or select Client Search result row for existing client Admission entry/update).
4. Enter/select values for 'Client Name', 'Sex', 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type Of Admission', 'Admitting Practitioner' and any other required/desired fields in main form section.
5. Navigate to 'Demographics' section of form.
6. Ensure that the following fields are present in 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form:
7. 'Veteran'
8. 'Military Related Disability'
9. 'Military Branch Of Service'
10. 'Military Service From'
11. 'Military Service To'
12. Ensure that the Veteran Information fields noted above are relocated to/only present in in 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form (and no longer present in 'Other Client Data' section of form).
13. Select value in 'Veteran' field (Yes/No).
14. Select value in 'Military Related Disability' field (Yes/No).
15. Select value in 'Military Branch Of Service' field.
16. Ensure that the 'Military Service From' and 'Military Service To' fields are enabled if value is selected for 'Military Branch Of Service' field; enter value(s) in 'Military Service From' and 'Military Service To' fields if enabled/desired.
17. Enter/select values for any other fields in form as required/desired.
18. Click 'Submit' button to file 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
19. Re-open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for same client/episode as filed above.
20. Navigate to 'Demographics' section of form.
21. Ensure that previously filed values are present in 'Veteran', 'Military Related Disability', 'Military Branch Of Service', 'Military Service From' and 'Military Service To' fields.
22. Note - Client Demographic field values filed in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' forms may also be confirmed via the Avatar Cal-PM 'Update Client Data' form.
23. Open Crystal Reports or other SQL reporting tool.
24. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form including the following fields:
25. 'veteran_code' / 'veteran_value'
26. 'military_related_dis_code' /'military_related_dis_value'
27. 'military_branch_code' / 'military_branch_value'
28. 'military_service_from_date'
29. 'military_service_through_date'
30. In Avatar Cal-PM SQL table 'SYSTEM.admission_data', ensure that values are present for all information filed via Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form including the following fields:
31. 'veteran_code' / 'veteran_value'
32. 'military_related_dis_code' /'military_related_dis_value'
33. 'military_branch_code' / 'military_branch_value'
34. 'military_service_from_date'
35. 'military_service_through_date'

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

• Existing Avatar Cal-PM client record(s) for Demographic information view/update
• Crystal Reports or other SQL reporting tool

1. Open Avatar Cal-PM 'Update Client Data' form.
2. Select existing client for Demographic information update.
3. Ensure that the following fields are present in 'Demographics' section of 'Update Client Data' form (main form section):
4. 'Veteran'
5. 'Military Related Disability'
6. 'Military Branch Of Service'
7. 'Military Service From'
8. 'Military Service To'
9. Ensure that fields noted above are populated with existing Client Demographic values/information in form display.
10. Select value in 'Veteran' field (Yes/No).
11. Select value in 'Military Related Disability' field (Yes/No).
12. Select value in 'Military Branch Of Service' field.
13. Ensure that the 'Military Service From' and 'Military Service To' fields are enabled if value is selected for 'Military Branch Of Service' field; enter value(s) in 'Military Service From' and 'Military Service To' fields if enabled/desired.
14. Enter/select values for any other fields in form as required/desired.
15. Click 'Submit' button to file 'Update Client Data form.
16. Re-open Avatar Cal-PM 'Update Client Data' form for same client as filed above.
17. Ensure that previously filed values are present in 'Veteran', 'Military Related Disability', 'Military Branch Of Service', 'Military Service From' and 'Military Service To' fields.
18. Open Crystal Reports or other SQL reporting tool.
19. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Update Client Data' form including the following fields:
20. 'veteran_code' / 'veteran_value'
21. 'military_related_dis_code' /'military_related_dis_value'
22. 'military_branch_code' / 'military_branch_value'
23. 'military_service_from_date'
24. 'military_service_through_date'
25. In Avatar Cal-PM SQL table 'SYSTEM.admission_data, ensure that values are present for all information filed via Avatar Cal-PM 'Update Client Data' form including the following fields:
26. 'veteran_code' / 'veteran_value'
27. 'military_related_dis_code' /'military_related_dis_value'
28. 'military_branch_code' / 'military_branch_value'
29. 'military_service_from_date'
30. 'military_service_through_date'

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

• Existing Avatar Cal-PM client/episode record(s) for 'Discharge', 'Discharge (Outpatient)' and/or 'Pre Admit Discharge' entry
• Crystal Reports or other SQL reporting tool

1. Open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
2. Select existing client/episode for Discharge entry.
3. Enter/select values for 'Date Of Discharge', 'Discharge Time', 'Type Of Discharge', 'Discharge Practitioner' and any other required/desired fields in main form section.
4. Navigate to 'Demographics' section of form.
5. Ensure that the following fields are present in 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form:
6. 'Veteran'
7. 'Military Related Disability'
8. 'Military Branch Of Service'
9. 'Military Service From'
10. 'Military Service To'
11. Ensure that the Veteran Information fields noted above are relocated to/only present in 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form (and no longer present in 'Other Client Data' section of form).
12. Select value in 'Veteran' field (Yes/No).
13. Select value in 'Military Related Disability' field (Yes/No).
14. Select value in 'Military Branch Of Service' field.
15. Ensure that the 'Military Service From' and 'Military Service To' fields are enabled if value is selected for 'Military Branch Of Service' field; enter value(s) in 'Military Service From' and 'Military Service To' fields if enabled/desired.
16. Enter/select values for any other fields in form as required/desired.
17. Click 'Submit' button to file 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
18. Re-open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for same client/episode as filed above.
19. Navigate to 'Demographics' section of form.
20. Ensure that previously filed values are present in 'Veteran', 'Military Related Disability', 'Military Branch Of Service', 'Military Service From' and 'Military Service To' fields.
21. Note - Client Demographic field values filed in 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' forms may also be confirmed via the Avatar Cal-PM 'Update Client Data' form.
22. Open Crystal Reports or other SQL reporting tool.
23. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form including the following fields:
24. 'veteran_code' / 'veteran_value'
25. 'military_related_dis_code' /'military_related_dis_value'
26. 'military_branch_code' / 'military_branch_value'
27. 'military_service_from_date'
28. 'military_service_through_date'

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

• Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' may optionally be enabled/disabled (set to 'YC', 'Y' or 'N')
• One or more Cal-OMS Admission records eligible for submission/inclusion in 'Cal-OMS Submission' file compilation

1. Open Avatar Cal-PM 'Cal-OMS Submission' form.
2. Set 'Option' field to 'Compile', and enter 'Through Date' value which will include Cal-OMS Admission record(s).
3. Click 'Submit' button for Cal-OMS Submission file compilation.
4. Ensure that file compilation is completed successfully.
5. Set 'Option' field to 'Print', and select compiled Cal-OMS Submission file.
6. In Cal-OMS Submission compiled data/records (opened using the 'Print Selected File...Information' buttons), ensure that Cal-OMS submission data includes 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Admission records as follows:
7. Where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is set to 'YC' or 'N', 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records is determined by Client Demographic/Admission 'Sexual Orientation' value (and 'Sex' value where noted) as follows:
8. The value defined for 'Sexual Orientation' extended dictionary 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' is used to determine/populate 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records (CID-20), excepting the following cases:
9. Where 'Sexual Orientation' in Client Demographic/Admission is equal to 'Lesbian, gay or homosexual' (38628009) and 'Sex' is equal to 'Male', the 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records (CID-20) is populated as 'Gay (male)'
10. Where 'Sexual Orientation' in Client Demographic/Admission is equal to 'Lesbian, gay or homosexual' (38628009)' and 'Sex' is equal to 'Female', the 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records (CID-20) is populated as 'Lesbian (female)'
11. For all 'Sexual Orientation' data cases (including cases where Client Demographic 'Sex' is defined as 'Unknown' or 'Other' and 'Sexual Orientation' is defined as 'Lesbian, gay or homosexual', and cases where Client Demographic 'Sexual Orientation' is not defined), the 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records (CID-20) is populated as 'Declined To State'
12. Where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is set to 'Y', 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records (CID-20) is determined directly from 'Cal-OMS Admission' field 'For Classification Purpose, What Is Your Sexual Orientation?'
13. For Outside Provider Cal-OMS Admission records/submissions included in 'Cal-OMS Submission' compilation, 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records is determined directly from 'Outside Provider Cal-OMS Admission' field 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' (regardless of Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' value)
14. Set 'Option' field to 'Submit (Create File)'.
15. Click 'Submit' button for Cal-OMS Submission file creation.
16. Ensure that Cal-OMS Submission files are created on server in the designated output directory.
17. Ensure that 'Lesbian, Gay, Bisexual, Transgender (LGBT)' (field/position CID-20) in Cal-OMS Submission/Admission files created contains value defined for Client Demographic 'Sexual Orientation' field as detailed above.

• External application utilizing the Avatar Cal-PM 'ClientAdmission' web service

1. In use of the Avatar Cal-PM Client Admission web service (WEBSVC.ClientAdmission.cls), ensure that the following items/elements are present in web service definition for AddAdmission and UpdateAdmission methods:
2. GenderIdentity ('Gender Identity')
3. GenderIdentityOther ('Gender Identity (Please Describe)')
4. SexualOrientation ('Sexual Orientation')
5. SexualOrientationOther ('Sexual Orientation (Please Describe)')
6. Veteran ('Veteran')
7. MilitaryRelatedDisability ('Military Related Disability')
8. MilitaryBranchOfService ('Military Branch Of Service')
9. MilitaryServiceFrom ('Military Service From')
10. MilitaryServiceTo ('Military Service To')
11. Submit Client Admission 'AddAdmission' and/or 'UpdateAdmission' web service request.
12. In Client Admission web service response, ensure that successful filing confirmation message is returned (including client/episode information).
13. Examples:
14. <AddAdmissionResult><Confirmation>Client Unique ID : 1234 Episode Number : 1</Confirmation><Message>Client Admission web service has been filed successfully.</Message><Status>1</Status></AddAdmissionResult>
15. <UpdateAdmissionResult><Confirmation>Client Unique ID : 1234 Episode Number : 1</Confirmation><Message>Client Admission web service has been filed successfully.</Message><Status>1</Status></UpdateAdmissionResult>
16. Open Avatar Cal-PM 'Admission' form.
17. Select client/episode filed via web service.
18. Ensure that values filed via web service for items/elements noted above are present in respective fields in 'Admission' form.
19. Note - 'Admission' data filed via 'ClientAdmission' web service may also be directly confirmed via Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.view_episode_summary_admit' and/or 'SYSTEM.admission_data'

• External application utilizing the Avatar Cal-PM 'ClientDemographics' web service

1. In use of the Avatar Cal-PM Client Demographics web service (WEBSVC.ClientDemographics.cls), ensure that the following items/elements are present in web service definition for UpdateClientDemographics method:
2. GenderIdentity ('Gender Identity')
3. GenderIdentityOther ('Gender Identity (Please Describe)')
4. SexualOrientation ('Sexual Orientation')
5. SexualOrientationOther ('Sexual Orientation (Please Describe)')
6. Veteran ('Veteran')
7. MilitaryRelatedDisability ('Military Related Disability')
8. MilitaryBranchOfService ('Military Branch Of Service')
9. MilitaryServiceFrom ('Military Service From')
10. MilitaryServiceTo ('Military Service To')
11. Submit Client Demographics 'UpdateClientDemographics' web service request.
12. In Client Demographics web service response, ensure that successful filing confirmation message is returned (including client/episode information).
13. Example:
14. <UpdateClientDemographicsResult><Confirmation><![CDATA[<Confirmation><Guid>DC13D9A3-4606-4465-8888-31FF4E7A6917</Guid><UTCTimeStamp>2022-12-12 19:34:05</UTCTimeStamp></Confirmation>]]></Confirmation><Message>Client Demographics web service has been filed successfully.</Message><Status>1</Status></UpdateClientDemographicsResult>
15. Open Avatar Cal-PM 'Update Client Data' form.
16. Select client filed via web service.
17. Ensure that values filed via web service for items/elements noted above are present in respective fields in 'Admission' form.
18. Note - 'Update Client Data' information filed via 'ClientDemographics' web service may also be directly confirmed via Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.view_episode_summary_admit' and/or 'SYSTEM.admission_data'

• Existing Avatar Cal-PM Client Demographic/Admission episode record(s) including values for the following updated fields:
• 'Sex'
• 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?'
• 'Veteran'
• 'Military Branch Of Service'
• 'Military Service From'
• 'Military Service To'
• 'Military Related Disability'

1. Open Avatar Cal-PM 'Update Client Data' form.
2. Select client record existing prior to installation of Avatar Cal-PM 2022 Update 80, where values exist for one or more of the following fields:
3. 'Sex'
4. 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?'
5. 'Veteran'
6. 'Military Branch Of Service'
7. 'Military Service From'
8. 'Military Service To'
9. 'Military Related Disability'
10. Ensure that the following fields/values are populated/updated as specified for existing client records following installation of Avatar Cal-PM 2022 Update 80:
11. 'Sex' field values
12. If 'Sex' = 'MTF' (Transgender (M To F)) prior to update, 'Sex' value = 'M' (Male) following update installation
13. If 'Sex' = 'FTM' (Transgender (F to M)) prior to update, 'Sex' value = 'F' (Female) following update installation
14. 'Sexual Orientation' field values
15. If 'Are you heterosexual...' = '1' (Heterosexual/Straight) prior to update, 'Sexual Orientation' value = '20430005' (Straight or heterosexual) following update installation
16. If 'Are you heterosexual...' = '2' (Lesbian (female)) prior to update, 'Sexual Orientation' value = '38628009' (Lesbian, gay or homosexual) following update installation
17. If 'Are you heterosexual...' = '3' (Gay (male)) prior to update, 'Sexual Orientation' value = '38628009' (Lesbian, gay or homosexual) following update installation
18. If 'Are you heterosexual...' = '4' (Bisexual) prior to update, 'Sexual Orientation' value = '42035005' (Bisexual) following update installation
19. If 'Are you heterosexual...' = '5' (Unsure / Questioning) prior to update, 'Sexual Orientation' value = 'UNK' (Do Not Know) following update installation
20. If 'Are you heterosexual...' = '6' (Declined To State) prior to update, 'Sexual Orientation' value = 'ASKU' (Chose Not To Disclose) following update installation
21. If 'Are you heterosexual...' = '7' (Transgender) prior to update, 'Sexual Orientation' value = 'OTH' (Something else, please describe) following update installation and 'Sexual Orientation (Please Describe)' field populated with value "Transgender"
22. 'Gender Identity' field values
23. If 'Sex' = 'M' (Male) prior to update, 'Gender Identity' value = '446151000124109' (Male) following update installation
24. If 'Sex' = 'F' (Female) prior to update, 'Gender Identity' value = '446141000124107' (Female) following update installation
25. If 'Sex' = 'MTF' (Transgender (M to F)) prior to update, 'Gender Identity' value = '407376001' (Male-to-Female (MTF)/Transgender Female/Trans Woman) following update installation
26. If 'Sex' = 'FTM' (Transgender (F to M)) prior to update, 'Gender Identity' value = '407377005' (Female-to-Male (FTM)/Transgender Male/Trans Man) following update installation
27. If 'Sex' = 'O' (Other) prior to update, 'Gender Identity' value = 'ASKU' (Chose not to disclose) following update installation
28. If 'Sex' = 'U' (Unknown) prior to update, 'Gender Identity' value = 'ASKU' (Chose not to disclose) following update installation
29. Veteran Information field values (Veteran', 'Military Branch Of Service', 'Military Service From', 'Military Service To' and 'Military Related Disability')
30. Ensure Client Demographic Veteran Information fields noted above are populated with values from most recent episode/Admission record (based on 'Preadmit/Admission Date' value) where 'Veteran' (Yes/No) field has value defined.

Note - Acceptance testing may also be confirmed directly via Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.view_episode_summary_admit' and/or 'SYSTEM.admission_data'