Avatar Cal-PM 2023 Quarterly Release 2023.02 Acceptance Tests

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Update 1 Summary \| Details Avatar Cal-PM 2023 is Installed Scenario 1: Validate Upgrading Avatar Cal-PM 2022 to 2023 is successful when 2022.04.00 is loaded Specific Setup: Latest Monthly Release is installed. Steps Open the "Product Updates" form. Select the appropriate [Namespace] from the Application dropdown list Click [Select Update/Customization Pack]. Browse to the location for the updates and select the Update 1. Click [OK] on the "File Upload Complete" window. Click [Review Update/Customization Pack Contents]. Verify Update 1 is included. Click [Install Update/Customization Pack]. Click [OK] when the install completes. Click [Close Form].	Topics • Upgrade
Update 2 Summary \| Details Diagnosis - Show Active Only Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Problem List Treatment Plan Dictionary Update (CWS) Admission (Outpatient) Scenario 1: Diagnosis form: Validating 'Problem Classification' - Registry Setting "Problem Classification Required" set to "Y" Specific Setup: Registry Setting "Problem Classification Required" is set to "Y". Dictionary Codes are defined for "(16250) Problem Classification". Steps Open "Diagnosis" form for any client and episode. Select any value in the "Type Of Diagnosis" field. Set the "Date Of Diagnosis" to any date (this field will not accept future dates). Set the "Time Of Diagnosis" to any time. Click [New Row]. Select any diagnosis from the "Diagnosis Search" drop down search field. Select any value in the "Status" field. Select any staff member in the "Diagnosing Practitioner" search field. Select "Yes" in the "Add To Problem List" field. Verify the "Problem Classification" field is enabled and not required. Select any value from the "Problem Classification" drop down list field. Complete other fields as required. Click [Submit]. Click [No] n the "Pre-Display Confirmation" "Do you want to return to Pre-Display?" prompt. Open the "Problem List" form for the same client. Click [View/Enter Problems]. Verify the data entered in the "Diagnosis" form is displayed in the "Problem List" grid. Verify the "Problem Classification" field is populated as entered in the "Diagnosis" form. Click [Close/Cancel] to return to the diagnosis home page. Click [Close Form]. Open the "Treatment Plan" for the same client. Click [Add] to add a new treatment plan. Complete the required fields. Navigate to the "Problems" grid. Verify the "Problem Classification" displays for the diagnosis entered in the "Diagnosis" form record. Click "Include in this plan?" on the diagnosis. Click [Launch Plan]. Verify the "Problem Classification" displays successfully. Complete the plan and click [Back to Plan Page]. Finalize the treatment plan. Verify the plan files successfully. Scenario 2: Diagnosis form: "Problem Classification" enabled with Registry Setting "Problem Classification Required" set to "R" Specific Setup: Registry Setting "Problem Classification Required" is set to "R" to require the "Problem Classification". Dictionary Codes are defined for "(16250) Problem Classification". Steps Open "Diagnosis" form for any client and episode. Select any value in the "Type of Diagnosis" field. Set the "Date of Diagnosis" to any date (this field will not accept future dates). Set the "Time of Diagnosis" to any time. Click [New Row]. Select any diagnosis from the "Diagnosis Search" drop down search field. Select any value in the "Status" field. Select any staff member in the "Diagnosing Practitioner" search field. Select "Yes" in the "Add To Problem List" field. Verify the "Problem Classification" field is enabled and required. Select any value from the "Problem Classification" drop down list field. Complete other fields as required. Click [Submit]. Click [No] n the "Pre-Display Confirmation" dialog "Do you want to return to Pre-Display?". Open the "Problem List" form for the same client. Click [View/Enter Problems]. Verify the data entered in the "Diagnosis" form is displayed in the "Problem List" grid. Verify the "Problem Classification" field is required and populated as entered in the "Diagnosis" form. Click [Close/Cancel] to return to the diagnosis home page. Click [Close Form]. Open the "Treatment Plan" for the same client. Click [Add] to add a new treatment plan. Complete the required fields. Navigate to the "Problems" grid. Verify the "Problem Classification" displays for the diagnosis entered in the "Diagnosis" form record. Click "Include" on the diagnosis. Click [Launch Plan]. Verify the "Problem Classification" displays successfully. Complete the plan and click [Back to Plan Page]. Finalize the treatment plan. Click [Submit]. Verify the plan files successfully. Scenario 3: Diagnosis - Editing diagnosis record to change the status - Show Active Only Specific Setup: Set the registry setting 'Problem Classification Required' to 'Y'. Steps Open the form 'Diagnosis' for any patient. Click 'New Row' and fill out the required fields. Verify the Status field is set to 'Active'. Select 'Yes' to 'Add To Problem List'. This will enable the 'Problem Classification' dropdown menu. Select 'No Classification'. Click [Submit]. Re-open the form for the same client and episode. Select the diagnosis record that is added in above steps. Click [Edit]. Verify the diagnosis displays in the table as entered. Click on the row to edit it. Change the Status from 'Active' to 'Resolved'. Verify that the 'Add to Problem List' and 'Problem Classification' fields are disabled. Click [Submit]. Re-open the form for the same client and episode. Select the diagnosis record that is updated in previous step. Click [Edit]. Verify the diagnoses table is blank since the “Show Active Only” box is set to 'Yes'. Set the 'Show Active Only' field to 'No'. Verify the diagnoses table populates correctly with the non-active diagnosis record.	Topics • Diagnosis • NX
Update 3 Summary \| Details Avatar Cal-PM 'Cal-OMS Admission' Form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: System Code Definition Program Maintenance Cal-OMS Admission Scenario 1: 'Cal-OMS Admission' - Form Verification Specific Setup: One or more client(s) with episode eligible for Cal-OMS Admission entry/filing Steps Open 'Cal-OMS Admission' form. Select client/episode for record entry and click 'OK' button. Enter value for 'Admission Date' field. Click to expand the 'Location of Admission' drop-down selection field. 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). 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 Select value for 'Location of Admission' and 'Level of Care Admitted' fields. Complete other fields in form as required/desired. Click 'Submit' button in 'Cal-OMS Admission' form to file record/data. Avatar Cal-PM 'Program Maintenance' Form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: File Import File Import Report Program Maintenance Admission (Outpatient) Back Dated Admission/Discharge Scenario 1: 'File Import' - Verification of 'Program Maintenance' Import (Avatar Cal-PM) Specific Setup: 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 Steps Open Avatar Cal-PM 'File Import' form. Select File Type 'Program Maintenance'. Select 'Upload New File' in 'Action' field and Click 'Process Action' button. Select Avatar Cal-PM 'Program Maintenance' import file and click 'Open' button. Select 'Compile/Validate File' in 'Action' field. Select loaded import file and click 'Process Action' button. 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. Click 'OK' button. Select 'Print Errors' in 'Action' field if errors encountered in compile; Select compiled import file with errors and click 'Process Action' button. 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. Select 'Print File' in 'Action' field to view successfully compiled import data; Select compiled import file and click 'Process Action' button. 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: 'Selected Guarantors to Default' ('Guarantor Order') 'Default The Guarantor During' 'Default The Guarantor Only If' 'Require Source Of Admission' 'Require Attending Practitioner' Select 'Post File' in 'Action' field to post successfully compiled import data; Select compiled import file and click 'Process Action' button. 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. Open Crystal Reports or other SQL reporting tool. 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. Open Avatar Cal-PM 'Program Maintenance' form. Select 'Edit' in 'Add or Edit Program' field and select existing Program filed via import. Ensure values for 'Require Source Of Admission' and 'Require Attending Practitioner' fields are present as filed via import. Navigate to 'Default Guarantor Assignment' section of 'Program Maintenance' form (where enabled/present). 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). Scenario 2: 'Admission' - Form Verification (Avatar Cal-PM) Specific Setup: Program where 'Require Source Of Admission' and/or 'Require Attending Practitioner' is defined as 'Yes' (via Avatar Cal-PM 'Program Maintenance' form) Steps Open Avatar Cal-PM 'Admission' form. 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 In 'Select Client' dialog, enter values for search criteria and click 'Search' button. Select existing client record to enter Admission record, or click 'New Client' button to create new client record via Admission record entry. 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. 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). 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). Click 'Submit' button to file new Admission/episode for existing client/new client creation. Scenario 3: 'Program Maintenance' - Form Verification (Avatar Cal-PM) Specific Setup: Crystal Reports or other SQL reporting tool Steps Open the Avatar Cal-PM 'Program Maintenance' form. 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). Ensure that 'EVV Provider Organization ID' field is present in form; enter value for 'EVV Provider Organization ID' if desired. 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. 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 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. 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 Enter/select values for all other Program Maintenance fields as required/desired. Click 'File Program' button to save Program Maintenance information. Click 'Print All Programs' button to display Program Maintenance information. In Program Maintenance report, ensure 'Require Source Of Admission' and 'Require Attending Practitioner' fields are present and reflect values filed via 'Program Maintenance' form. Open Crystal Reports or other SQL reporting tool. 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 'Enable Default Guarantor Assignment' Registry Setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: File Import File Import Report Program Maintenance Financial Eligibility Admission (Outpatient) Back Dated Admission/Discharge Scenario 1: 'File Import' - Verification of 'Program Maintenance' Import (Avatar Cal-PM) Specific Setup: 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 Steps Open Avatar Cal-PM 'File Import' form. Select File Type 'Program Maintenance'. Select 'Upload New File' in 'Action' field and Click 'Process Action' button. Select Avatar Cal-PM 'Program Maintenance' import file and click 'Open' button. Select 'Compile/Validate File' in 'Action' field. Select loaded import file and click 'Process Action' button. 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. Click 'OK' button. Select 'Print Errors' in 'Action' field if errors encountered in compile; Select compiled import file with errors and click 'Process Action' button. 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. Select 'Print File' in 'Action' field to view successfully compiled import data; Select compiled import file and click 'Process Action' button. 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: 'Selected Guarantors to Default' ('Guarantor Order') 'Default The Guarantor During' 'Default The Guarantor Only If' 'Require Source Of Admission' 'Require Attending Practitioner' Select 'Post File' in 'Action' field to post successfully compiled import data; Select compiled import file and click 'Process Action' button. 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. Open Crystal Reports or other SQL reporting tool. 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. Open Avatar Cal-PM 'Program Maintenance' form. Select 'Edit' in 'Add or Edit Program' field and select existing Program filed via import. Ensure values for 'Require Source Of Admission' and 'Require Attending Practitioner' fields are present as filed via import. Navigate to 'Default Guarantor Assignment' section of 'Program Maintenance' form (where enabled/present). 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). Scenario 2: Avatar Cal-PM Registry Settings - Verification of 'Enable Default Guarantor Assignment' Registry Setting Steps Open 'Registry Settings' form. Enter search value 'Enable Default Guarantor Assignment' and click 'View Registry Settings' button. Ensure Registry Setting 'Enable Default Guarantor Assignment' is returned (under 'Avatar PM -> Billing -> Financial Eligibility' path). 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." Scenario 3: 'Program Maintenance' - Form Verification, 'Default Guarantor Assignment' Section (Avatar Cal-PM) Specific Setup: Avatar Cal-PM Registry Setting 'Enable Default Guarantor Assignment' must be enabled Crystal Reports or other SQL reporting tool Steps Open the Avatar Cal-PM 'Program Maintenance' form. 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). Enter/select values for all fields in main/first section of 'Program Maintenance' form as required/desired. Navigate to 'Default Guarantor Assignment' section of 'Program Maintenance' form. Ensure the following fields are present in 'Default Guarantor Assignment' section: 'Select Guarantor To Default' 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 A default Benefit Plan should be configured for the selected Guarantor(s) 'Guarantor Order' List of included/selected Guarantor(s) for Financial Eligibility record defaulting in order added/specified A default Benefit Plan should be configured for the selected Guarantor(s) 'Clear Guarantor Order' button Clears 'Guarantor Order' field for Guarantor re-selection/re-ordering 'Default the Guarantor During' 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' 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 'Default the Guarantor Only If' Only enabled/applicable where 'Entry To Financial Eligibility Options' is selected for 'Default The Guarantor During' field 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' 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. Select one or more Guarantor(s) in the 'Select Guarantor To Default' field, populating the 'Guarantor Order' field/list as desired. Select value for 'Default The Guarantor During' field. Where 'Entry To Financial Eligibility Options' is selected for 'Default The Guarantor During' field, select value for 'Default The Guarantor Only If' field. Navigate to main/first section of 'Program Maintenance' form. Click 'File Program' button to save Program Maintenance information. Click 'Print All Programs' button to display Program Maintenance information. 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. Open Crystal Reports or other SQL reporting tool. In Avatar Cal-PM SQL table 'SYSTEM.default_guarantors' - ensure all 'Default Guarantor Assignment' Program Maintenance information filed is present. Scenario 4: 'Admission' Form - Verification of Financial Eligibility Guarantor Defaulting (Avatar Cal-PM) Specific Setup: 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) Steps Open Avatar Cal-PM 'Admission' form. 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 In 'Select Client' dialog, enter values for search criteria and click 'Search' button. Select existing client record to enter new Admission record, or click 'New Client' button to create new client record via Admission record entry. 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). Enter/select values for 'Type of Admission', 'Admitting Practitioner' and any other required/desired fields in 'Admission' form. Click 'Submit' button to file new Admission/episode for existing client/new client creation. Open 'Financial Eligibility' form, selecting client/episode filed via 'Admission' form above. Note, Acceptance Testing Guarantor Default Assignment may also be confirmed via 'Fast Financial Eligibility' form Navigate to 'Guarantor Selection' section of 'Financial Eligibility' form. 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). For each assigned Guarantor row, ensure value for 'Guarantor Plan' is assigned (according to 'Guarantor Plan' field in 'Guarantors/Payors' form). 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 For each assigned Guarantor row, ensure value for 'Client's Relationship To Subscriber ' is set to 'Self'. For each assigned Guarantor row, ensure value for 'Coverage Effective Date ' is set to Admission date for episode. 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). Scenario 5: 'Financial Eligibility' Form - Verification of Financial Eligibility Guarantor Defaulting (Avatar Cal-PM) Specific Setup: 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) Steps Open Avatar Cal-PM 'Financial Eligibility' form. 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). Navigate to 'Guarantor Selection' section of 'Financial Eligibility' form. 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'). 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'). For each defaulted/assigned Guarantor row, ensure value for 'Guarantor Plan' is assigned (according to 'Guarantor Plan' field in 'Guarantors/Payors' form). For each defaulted/assigned Guarantor row, ensure value for 'Client's Relationship To Subscriber ' is set to 'Self'. For each defaulted/assigned Guarantor row, ensure value for 'Coverage Effective Date ' is set to Admission date for episode. Add/update/remove Guarantor row(s) from 'Guarantor Selection' following Assigned Guarantor Defaulting for Program if desired. 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). 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 Click 'Submit' button to file 'Financial Eligibility' form/record for client episode. Avatar Cal-PM 'Program Maintenance' Form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Program Maintenance Scenario 1: 'Program Maintenance' - Form Verification (Avatar Cal-PM) Specific Setup: Crystal Reports or other SQL reporting tool Steps Open the Avatar Cal-PM 'Program Maintenance' form. 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). Ensure that 'EVV Provider Organization ID' field is present in form; enter value for 'EVV Provider Organization ID' if desired. 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. 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 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. 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 Enter/select values for all other Program Maintenance fields as required/desired. Click 'File Program' button to save Program Maintenance information. Click 'Print All Programs' button to display Program Maintenance information. In Program Maintenance report, ensure 'Require Source Of Admission' and 'Require Attending Practitioner' fields are present and reflect values filed via 'Program Maintenance' form. Open Crystal Reports or other SQL reporting tool. 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'.	Topics • Cal-Oms Admission • NX • Registry Settings • Program Maintenance • File Import • Admission • Admission (Outpatient) • Financial Eligibility
Update 4 Summary \| Details Select reports are modified to prevent overlapping data displays. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Claim Follow-Up Productivity Report Unbilled Services Report Scenario 1: 'Claim Follow-Up Productivity' Report Steps Access the 'Claim Follow-Up Productivity Report' form. Select "Detail Report" in the 'Summary or Detail Report' field. Leave the "User" field blank. This will pick up all rows for the report. Enter the desired dates in the 'Start Date' and 'End Date' fields. Process the report. Validate the 'Guarantor' name field does not overlap with the 'Follow-Up Note Entry Date' field. Validate the 'Follow-Up Note' field displays text as entered in the 'AR Console'. Close the report and the form. Scenario 2: 'Client Ledger' report - validate fields have no overlaps Specific Setup: Client with a Guarantor and Services filed (Client A). Steps Access the 'Client Ledger' form. Select "Client A" in the 'Client ID' field. Select "All Episodes" in the 'Claim/Episode/All Episodes' field. Select "Crystal" in the 'Ledger Type' field. Click [Process]. Review the report and verify the following: 'Service Description' field does not overlap with 'Units' field. 'Guarantor' field does not overlap with 'Guarantor Liability' field. Close the report. Scenario 3: 'Unbilled Services Report' - validate fields have no overlaps Steps Access the 'Unbilled Services Report' form. Set 'Service Start Date' to any date where services were rendered. Set 'Service End Date' to any date to include services. Select "All" in the 'Financial Class(es)' field. Select "All" in the 'Program(s)' field. Select "All" in the 'Service Status' field. Select "No" in the 'Include 0 Liability' field. Click [Process]. Review the report and note the following: 'Guarantor' field data does not overlap with the 'FE Expired?' field. A long Guarantor name wraps to prevent overlapping other fields. Close the report. Close the form.	Topics • NX • Client Ledger
Update 5 Summary \| Details Avatar Cal-PM Location/Place Of Service and 'Enable Alternative Service Location Fields' Registry Setting Scenario 1: 'Electronic Billing' (Avatar Cal-PM) - Verification of 'Enable Alternative Service Location Fields' Registry Setting For 'Location' Values Specific Setup: Avatar Cal-PM Registry Setting 'Enable Alternative Service Location Fields' must be enabled Avatar Cal-PM Registry Setting 'Service Facility Location 2310D/2420C' must be enabled 'Client's Information (Name/Address) Only If Place Of Service Is '12-Home' or '10-Telehealth-Patient in Home' for 2310C/2310D' and/or 'Client's Information (Name/Address) Only If Place Of Service Is '12-Home' or '10-Telehealth-Patient in Home' for 2420C' must be selected for 'Select Type Of Information To Include In Service Facility Location (2310D/2420C)' field in applicable 837 Professional Guarantor/Program Billing Defaults Template (via Avatar Cal-PM 'Guarantor/Program Billing Defaults' form '837 Professional' section) 'Program Maintenance' and/or 'Guarantor/Program Billing Defaults' value may be selected for 'Facility Identification Code information to display in 2310C-NM1-09 and 2420-NM1-09' field in applicable 837 Professional Guarantor/Program Billing Defaults Template (via Avatar Cal-PM 'Guarantor/Program Billing Defaults' form '837 Professional' section) 'Program Maintenance' and/or 'Guarantor/Program Billing Defaults' value may be selected for 'Facility Identification Code information to display in 2310E-NM1-09' field in applicable 837 Institutional Guarantor/Program Billing Defaults Template (via Avatar Cal-PM 'Guarantor/Program Billing Defaults' form '837 Institutional' section) One or more unclaimed services available for 837 file inclusion, where 'Location' Dictionary Code/value for service has 'Place of Service (837 Professional)' Extended Dictionary Code/value 'Telehealth - Patient in Home (10)' or 'Home (12)' Steps Open Avatar Cal-PM 'Electronic Billing' form. Note, 'Quick Billing' form/functions may also be used for 837 generation/validation. Select 837 Professional or 837 Institutional in 'Billing Form' field. Select values for 837 bill generation in the 'Type of Bill', 'Individual or All Guarantors' and 'Billing Type' fields. Select 'Sort File' in the 'Billing Options' field. Select/enter values for service inclusion in 'All Clients or Interim Billing Batch' and 'Program(s)' fields. Select/enter values for 'Create Claims' (and 'Date of Claim' if 'Yes'), 'First Date of Service to Include' and 'Last Date of Service to Include' fields. Select/enter values for any other bill sorting criteria fields as required/desired. Click 'Process' button in form to sort bill. Following 837 bill generation, select 'Dump File' in the 'Billing Options' field. Select 837 file generated, and click 'Process' button in form to view 837 file output data. For 837 Professional format file(s) generated - ensure that for claims including service(s) where 'Location' value for service has 'Place of Service (837 Professional)' value 'Telehealth - Patient in Home (10)' or 'Home (12)', 'Patient's Home' and patient demographic address information values are included in Loop 2310C / 2420C Service Facility Location segments for claim. Example: NM1772PATIENT'S HOME~N31234 CLIENTADDRESS STREET~N4HERMOSA BEACHCA902540000~* For 837 Institutional format file(s) generated - ensure that for claims including service(s) where 'Location' value for service has 'Place of Service (837 Professional)' value 'Telehealth - Patient in Home (10)' or 'Home (12)', 'Patient's Home' and patient demographic address information values are included in Loop 2310E Service Facility Location segments for claim. Example: NM1772PATIENT'S HOME~N31234 CLIENTADDRESS STREET~N4HERMOSA BEACHCA902540000~* For 837 Professional and/or 837 Institutional format file(s) generated - ensure that for claims including service(s) where 'Location' value for service does not have 'Place of Service (837 Professional)' value 'Telehealth - Patient in Home (10)' or 'Home (12)', Loop 2310C / 2310E / 2420C Service Facility Location segments contain information from associated Program Maintenance and/or Guarantor/Program Billing Defaults Template and do not include 'Patient's Home' information/values as detailed above. Scenario 2: Avatar Cal-PM 'Dictionary Update' - Verification of 'Place of Service (837 Professional)' Dictionary Steps Open Avatar Cal-PM 'Dictionary Update' form. Navigate to 'Print Dictionary' section of form. Select 'Client' File. Select 'Individual Data Element' and select Data Element/Dictionary '(579) Place Of Service (837 Professional)'. Click 'Print Dictionary' button to display dictionary fields/values for Data Element. Confirm Avatar Cal-PM 'Client' File Data Element/Dictionary 'Place Of Service (837 Professional)' includes Code '10' with Dictionary Value 'Telehealth - Patient in Home'. Navigate to 'Input Dictionary Code(s)' section of form. Select 'Client' file. Select Data Element/Dictionary '(10006) Location'. Enter/select value for Dictionary Code/Value, and select Extended Dictionary Data Element '(579) Place Of Service (837 Professional)'. Ensure Dictionary Code/Value 'Telehealth - Patient in Home' is available for assignment/selection as Extended Dictionary Data Element for 'Place Of Service (837 Professional)' under 'Location' Dictionary Data Element. Scenario 3: Avatar Cal-PM 'Registry Settings' - Verification of 'Enable Alternative Service Location Fields' Registry Setting Steps Open 'Registry Settings' form. Enter search value 'Enable Alternative Service Location'. Select 'Yes' for 'Include Hidden Registry Settings' field. Click 'View Registry Settings' button. Ensure Registry Setting 'Enable Alternative Service Location Fields' is returned (under 'Avatar PM -> Billing -> Client Charge Input' path). Ensure 'Registry Setting Details' field contains the following explanation text: "If 'Y' is selected the following fields will be added to the 'Edit Service Information' and 'Edit Service Information (Charge Fee Access) forms: Facility Location Name Facility Location Code Qualifier Facility Location Code Identifier Facility Location Address - Street Facility Location Zip Code Facility Location City Facility Location State These fields will allow a user to define a facility location other than the address associated with the program of service. If the service being edited has come into the system via an 837 in Avatar MSO these fields will display the service facility location information from the 837 and will not be editable. When this registry setting is enabled and there is data in the fields, they will be used in place of the address associated with the program of service when defining the 'Service Facility Location' in the 837 Professional loops (2310C/2420C) and the 837 Institutional loop 2310E when creating an 837 in the 'Electronic Billing' form. Additionally, FL-32 field on the HCFA-1500 bill is impacted in the following ways: 1. If the 'Place Of Service (837 Professional)' extended attribute off of location of service is set to '11 - Office', then FL-32 will be populated based on the 'Facility Name To Print In Form Locator 32' field on the 'Guarantor/Program Billing Defaults' form (Paper CMS 1500 section). 2. If the 'Place Of Service (837 Professional)' extended attribute off of location of service is set to '12 - Home' or '10-Telehealth - Patient in Home', then FL-32 will be populated from the client's home address information stored in the 'patient_name', 'patient_add_street_1', 'patient_add_city', 'patient_add_state_code' and 'patient_add_zipcode' fields in the SYSTEM.patient_current_demographics table. 3. Otherwise, if the 'Place Of Service (837 Professional)' extended attribute off of location of service is set to any other value, then FL-32 will be populated from the address information filed in the SYSTEM.billing_tx_address table. If 'N' is selected, the fields will be removed from the forms."	Topics • Registry Settings • Electronic Billing • NX • Dictionary
Update 6 Summary \| Details Avatar Cal-PM 'Women's Health History' Web Service Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Women's Health History Scenario 1: ProviderConnect 'Women's Health History' - Form Verification Specific Setup: 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 Steps In ProviderConnect Main Menu, open 'Lookup Client' form. Enter lookup criteria for client and click 'Search by Criteria' button. In 'Client Lookup' results, select/open client record. Click 'Women's Health History' sidebar menu tab, and ensure that 'Women's Health History' pre-display is opened. 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. 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). 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. Click 'Add Health History Record' button to enter new record, or 'Edit' button to view/edit existing record. 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. Ensure that 'Episode Number' and 'Date of Assessment' fields are required (and that same fields cannot be edited when viewing/updating existing record). 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): Episode Number Date of Assessment Date of Last Menstrual Period (2300-DTP-03) Frequency LMP/LMP Unknown Premenstrual Symptoms Menarche Age Menopause/Onset Age Date of Last Mammogram/Results/Performing Provider/Site Date of Last PAP/Results/Performing Provider/Site Start Date of Pregnancy End Date of Pregnancy Initial Treatment Date (2300-DTP-03) Have you ever been pregnant? Pregnancy Status Expected Due Date Living Children Lactating Status Have you started prenatal care at another facility? Date of Prenatal Care (at other facility) Have you ever had an ectopic pregnancy? Have you ever had an abortion? Number of Abortion(s) Have you ever had a miscarriage? Number of Miscarriage(s) Contraception Have you ever been treated for a sexually transmitted disease? Received HPV Vaccine? Sexually Active Notes Enter/select values for all required/desired fields, and click 'Save Changes' to save/file 'Women's Health History' record. 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.	Topics • Client Management
Update 8 Summary \| Details Discharge - OSHPD Reporting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Program Maintenance OSHPD Other Information Flag Client for OSHPD Submission (report) OSHPD Submission Scenario 1: Validate OSHPD workflow: Admission, Discharge, OSHPD Other Information, Flag Client For OSHPD Submission, Submission Specific Setup: OSHPD enabled. Program Maintenance: A program is identified that has a value of 'Yes' in 'OSHPD Program'. Facility Defaults: Note the value of 'Output Path On Server for State Reporting Files' because this is where created files will be placed. If needed, review the state specifications for OSHPD reporting. Steps Open ‘Admission’. Admit a client into the ‘OSHPD’ program. Note the date of admission. Submit the form. Open ‘Discharge’ for the client and add data to a minimum of the required fields. Select the ‘OSHPD’ section. Validate that the new fields display: ‘OSHPD Address Number and Street Name’ – data will default from the address record. ‘OSHPD City’ – data will default from the address record. ‘OSHPD State’ – data will default from the address record. ‘OSHPD Country Code’- this input box is ready for data entry ‘OSHPD Homeless Indicator’ - this is a radio group is ready for selection. Enter/select all other desired data. Submit the form. Open ‘OSHPD Other Information’ for the client. Select the ‘OSHPD Diagnosis Code(s)’ section. Click ‘Add New Item’. Select desired value in ‘Diagnosis Code Present At Admission’. Enter/select the desired ‘Diagnosis Code’. Select the ‘OSHPD Procedure Code(s)’ section. Click ‘Add New Item’. Enter/select the desired ‘Procedure Code’. Select the ‘OSHPD Other Information’ section. Select the ‘ Principal Diagnosis Code’. Submit the form. Open ‘Flag Client For OSHPD Submission’ for the client. Select the desired episode. Submit the form. Open ‘OSHPD Submission’. Select ‘Compile’ in ‘Option’. Validate that ‘From Date’ is disabled and auto filled. Enter desired value in ‘Through Date’. Enter other desired data. Click [Submit]. Click [Yes]. Select ‘Submit (Create File)’ in ‘ Options’. Select desired value in ‘’Create File’. Click [Submit]. Click [OK]. Select the compiled file in ‘Select File To Print/Submit’. Click [Submit]. Click [OK]. Select desired value in form return prompt. Navigate to the directory where the file was created and review the file. If desired, and if it was a review file, return to the form and select ‘Final’ in ‘Create File’ and submit. Click [OK]. Select the compiled file in ‘Select File To Print/Submit’. Click [Submit]. Click [OK]. Select desired value in form return prompt. OSHPD Reporting - Submission Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Program Maintenance OSHPD Other Information Flag Client for OSHPD Submission (report) OSHPD Submission Scenario 1: Validate OSHPD workflow: Admission, Discharge, OSHPD Other Information, Flag Client For OSHPD Submission, Submission Specific Setup: OSHPD enabled. Program Maintenance: A program is identified that has a value of 'Yes' in 'OSHPD Program'. Facility Defaults: Note the value of 'Output Path On Server for State Reporting Files' because this is where created files will be placed. If needed, review the state specifications for OSHPD reporting. Steps Open ‘Admission’. Admit a client into the ‘OSHPD’ program. Note the date of admission. Submit the form. Open ‘Discharge’ for the client and add data to a minimum of the required fields. Select the ‘OSHPD’ section. Validate that the new fields display: ‘OSHPD Address Number and Street Name’ – data will default from the address record. ‘OSHPD City’ – data will default from the address record. ‘OSHPD State’ – data will default from the address record. ‘OSHPD Country Code’- this input box is ready for data entry ‘OSHPD Homeless Indicator’ - this is a radio group is ready for selection. Enter/select all other desired data. Submit the form. Open ‘OSHPD Other Information’ for the client. Select the ‘OSHPD Diagnosis Code(s)’ section. Click ‘Add New Item’. Select desired value in ‘Diagnosis Code Present At Admission’. Enter/select the desired ‘Diagnosis Code’. Select the ‘OSHPD Procedure Code(s)’ section. Click ‘Add New Item’. Enter/select the desired ‘Procedure Code’. Select the ‘OSHPD Other Information’ section. Select the ‘ Principal Diagnosis Code’. Submit the form. Open ‘Flag Client For OSHPD Submission’ for the client. Select the desired episode. Submit the form. Open ‘OSHPD Submission’. Select ‘Compile’ in ‘Option’. Validate that ‘From Date’ is disabled and auto filled. Enter desired value in ‘Through Date’. Enter other desired data. Click [Submit]. Click [Yes]. Select ‘Submit (Create File)’ in ‘ Options’. Select desired value in ‘’Create File’. Click [Submit]. Click [OK]. Select the compiled file in ‘Select File To Print/Submit’. Click [Submit]. Click [OK]. Select desired value in form return prompt. Navigate to the directory where the file was created and review the file. If desired, and if it was a review file, return to the form and select ‘Final’ in ‘Create File’ and submit. Click [OK]. Select the compiled file in ‘Select File To Print/Submit’. Click [Submit]. Click [OK]. Select desired value in form return prompt.	Topics • State Forms • OSHPD • NX
Update 10 Summary \| Details Site Specific Section Modeling - Add-On Service fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Site Specific Section Modeling (CWS) Service Codes Progress Notes (Group and Individual) Clinical Document Viewer Scenario 1: Progress Note (Group and Individual) - Validating Add-On fields in the 'Site Specific Section Modeling' form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting="Y". Specific Setup: The 'Enable Multiple Add-On Code Per Primary' registry setting is set to "Y". Using the "Service Codes" form, create 3 group service codes. Two of them must be primary add on codes and one of them must be a primary code. Admit a client into an outpatient episode. Steps Open the 'Site Specific Section Modeling (CWS)' form. Select 'CWSPN22000 (Progress Notes (Group and Individual)) Individual Progress Notes' in 'Site Specific Section'. Select the 'Prompt Definition' section. Select the 'Add-On Service' field. Click [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "Yes". Select the 'Add-On Duration' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "Yes". Select the 'Save Add-On Service' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "Yes". Select the 'Selected Add-On Services' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "Yes". Select the 'Select Add-On Service Entry to Edit/Remove' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "Yes". Select the 'Remove Add-On Service' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "Yes". Submit the form. Open the 'Progress Notes (Group and Individual)' form. Validate the 'Add-On Service' field doesn't exist. Validate the 'Add-On Duration' field doesn't exist. Validate the 'Remove Add-On Service Entry to Edit/Remove' field doesn't exist. Validate the 'Remove Add-On Service' field doesn't exist. Validate the 'Selected Add-On Services' field doesn't exist. Validate the 'Save Add-On Service' field doesn't exist. Open the 'Site Specific Section Modeling (CWS)' form. Select the 'Prompt Definition' section. Select the 'Add-On Service' field. Click [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "No". Select the 'Add-On Duration' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "No". Select the 'Save Add-On Service' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "No". Select the 'Selected Add-On Services' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "No". Select the 'Select Add-On Service Entry to Edit/Remove' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "No". Select the 'Remove Add-On Service' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is enabled. Set the 'Exclude from Data Collection Instrument' field to "No". Submit the form. Open the 'Progress Notes (Group and Individual)' form. Generate a "Group Default Note". Add the test client to the group using the Add Client fields on the form. File the Group Default Note. Select the test client from the "Select Group Note to Edit" field. Verify the 'Add-On Service' field exists. Verify the 'Add-On Duration' field exists. Verify the 'Select Add-On Service Entry to Edit/Remove' exists. Verify the 'Remove Add-On Service' button exists. Verify the 'Selected Add-On Services' field exists. Verify the 'Save Add-On Service' button exists. Individualize the progress note for the test client and populate the Add on service fields. Finalize and sign the document. Open the 'Progress Notes (Group and Individual)' form. Select the test client from the "Select Group Note to Edit" field. Verify the 'Add-On Service' field exists. Verify the 'Add-On Duration' field exists. Verify the 'Select Add-On Service Entry to Edit/Remove' exists. Verify the 'Remove Add-On Service' button exists. Verify the 'Selected Add-On Services' field exists. Verify the 'Save Add-On Service' button exists. Create the progress note for the test client and populate the Add on service fields. Finalize and sign the document. Using the "Client Ledger" form, validate the primary and add on services are on the client's ledger. Using the "Clinical Document Viewer" form, validate the documents display. Scenario 2: Progress Note (Group and Individual) - Validating Add-On fields in the 'Site Specific Section Modeling' form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting="N" Specific Setup: The 'Enable Multiple Add-On Code Per Primary' registry setting is set to "N". Steps Open the 'Site Specific Section Modeling (CWS)' form. Select 'CWSPN22000 (Progress Notes (Group and Individual)) Individual Progress Notes' in 'Site Specific Section'. Select the 'Prompt Definition' section. Select the 'Add-On Service' field. Click [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled. Select the 'Add-On Duration' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled. Select the 'Save Add-On Service' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled. Select the 'Selected Add-On Services' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled. Select the 'Select Add-On Service Entry to Edit/Remove' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled. Select the 'Remove Add-On Service' field. Click the [Edit Selected Item]. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled. Submit the form. Open the 'Progress Notes (Group and Individual)' form. Verify the 'Add-On Service' field does not exist. Verify the 'Add-On Duration' field does not exist. Verify the 'Select Add-On Service Entry to Edit/Remove' does not exist. Verify the 'Remove Add-On Service' button does not exist. Verify the 'Selected Add-On Services' field does not exist. Verify the 'Save Add-On Service' button does not exist. Create and finalize the progress note. Using the "Clinical Document Viewer" to validate the document was stored and can be retrieved.	Topics • Site Specific Section Modeling • Progress Notes
Update 11 Summary \| Details The 'BedAssignment' web service Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Bed Availability Report SOAPUI - BedAssignment SOAPUI - BedAssignment - AddBedAssignment SOAPUI - BedAssignment - DeleteBedAssignment SOAPUI - BedAssignment - EditBedAssignment SOAPUI - BedAssignment - GetDictionaryItems Delete Bed Assignment Scenario 1: Validate the 'BedAssignment' - 'AddBedAssignment' web service Specific Setup: A client is enrolled in an existing inpatient episode (Client A). Steps Access SoapUI for the 'BedAssignment' - 'AddBedAssignment' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter the desired date in the 'DateOfAssignment' field. Enter the desired time in the 'TimeOfAssignment' field. Enter the desired unit in the 'Unit' field. Enter the desired room in the 'Room' field. Enter the desired bed in the 'Bed' field. Enter the desired value in the 'RoomAndBoardBillingCode' field. Enter the desired value in the 'AdmissionChargeCode' field. Enter the desired value in the 'DailyChargeCode' field. Enter "Client A" in the 'ClientID' field. Enter the existing episode in the 'EpisodeNumber' field. Click [Run]. Validate the 'AddBedAssignmentResult' field contains the following: 'Confirmation' field containing a unique ID for the record. 'Message' field containing: Bed Assignment web service has been filed successfully. Select "Client A" and access the 'Bed Assignment' form. Validate the 'Date Of Bed Assignment' field contains the date filed in the previous steps. Validate the 'Time Of Bed Assignment' field contains the time filed in the previous steps. Validate the 'Unit' field contains the unit filed in the previous steps. Validate the 'Room' field contains the room filed in the previous steps. Validate the 'Bed' field contains the bed filed in the previous steps. Validate the 'Room And Board Billing Code' field contains the value filed in the previous steps. Validate the 'Admission Charge Code' field contains the value filed in the previous steps. Validate the 'Daily Charge Code' field contains the value filed in the previous steps. Close the form. Scenario 2: Validate the 'BedAssignment' - 'DeleteBedAssignment' web service Specific Setup: A client has an existing inpatient episode with a current & previous bed assignment record. The previous bed assignment must be available (Client A). Steps Select "Client A" and access the 'Bed Assignment' form. Validate the 'Unit' field contains the unit for the current bed assignment. Validate the 'Room' field contains the room for the current bed assignment. Validate the 'Bed' field contains the bed for the current bed assignment. Validate all other fields contain the values for the current bed assignment. Close the form. Access SoapUI for the 'BedAssignment' - 'DeleteBedAssignment' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter "Client A" in the 'ClientID' field. Enter the existing episode number in the 'EpisodeNumber' field. Enter the unique ID for the current bed assignment record in the 'UniqueID' field. Click [Run]. Validate the 'DeleteBedAssignmentResult' field contains the following: 'Confirmation' field containing the unique ID for the deleted record. 'Message' field containing: Bed Assignment web service has been filed successfully. Select "Client A" and access the 'Bed Assignment' form. Validate the 'Unit' field contains the unit from the previous bed assignment. Validate the 'Room' field contains the room from the previous bed assignment. Validate the 'Bed' field contains the bed from the previous bed assignment. Validate all other fields contain the values from the previous bed assignment. Close the form. Scenario 3: Validate the 'BedAssignment' - 'EditBedAssignment' web service Specific Setup: A client is enrolled in an existing inpatient episode (Client A). Steps Access SoapUI for the 'BedAssignment' - 'EditBedAssignment' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter the desired time in the 'TimeOfAssignment' field. Enter the desired value in the 'RoomAndBoardBillingCode' field. Enter the desired value in the 'AdmissionChargeCode' field. Enter the desired value in the 'DailyChargeCode' field. Enter "Client A" in the 'ClientID' field. Enter the existing episode in the 'EpisodeNumber' field. Enter the unique ID for the existing record in the 'UniqueID' field. Click [Run]. Validate the 'EditBedAssignmentResult' field contains the following: 'Confirmation' field containing the unique ID for the record. 'Message' field containing: Bed Assignment web service has been filed successfully. Select "Client A" and access the 'Bed Assignment' form. Validate the 'Time Of Bed Assignment' field contains the time filed in the previous steps. Validate the 'Room And Board Billing Code' field contains the value filed in the previous steps. Validate the 'Admission Charge Code' field contains the value filed in the previous steps. Validate the 'Daily Charge Code' field contains the value filed in the previous steps. Close the form. Scenario 4: Validate the 'BedAssignment' - 'GetDictionaryItems' web service Steps Access SoapUI for the 'BedAssignment' - 'GetDictionaryItems' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Click [Run]. Validate the 'GetDictionaryItemsResponse' field is populated with the defined dictionary values for the 'Bed Assignment' form.	Topics • Bed Assignment
Update 12 Summary \| Details Payment/Adjustment Posting and Avatar MSO 'Retro Claim Adjudication' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Individual Cash Posting (PM) Retro Claim Adjudication 835 Health Care Claim Payment/Advice (PM) Scenario 1: Avatar PM Service Payment/Adjustment Posting - Verification of Retro Claim Adjudication filing in Avatar MSO Specific Setup: One or more services which have been filed/pushed to Avatar PM parent system via Avatar MSO (and eligible for Retro Claim Adjudication entry in Avatar MSO) 'Trigger Retro Claim Adjudication Entry in MSO' must be set to 'Yes' for one or more posting/adjustment codes (via Avatar PM 'Posting/Adjustment Codes Definition' form) Extended Dictionary Data Element 'Payment/Adjustment And Transfer Codes (920)' may be defined with a PM posting/adjustment code in Avatar MSO 'Other Tabled Files' Indirect Dictionary Code 'Adjustment Code (351)' if default adjustment code not desired (via Avatar MSO 'Dictionary Update' form) 'Default Retro Claim Adjudication Adjustment Code For Adjustments In PM' must be defined in Avatar MSO (via Avatar MSO 'Set System Defaults' form) Avatar MSO 2021 Update 2 is required for 'Original Duration', 'Updated Duration' and 'Take Back Duration' fields to be present in Avatar MSO 'Retro Claim Adjudication' form/SQL table Steps Open Avatar PM 'Individual Cash Posting' form. Note - functionality may also be confirmed via 'Spreadsheet Remittance Posting' and/or 'Batch Cash Posting' forms. Enter/select value for 'Client and 'Post By Claim Or Episode' fields (and 'Claim'/'Episode' fields if enabled). Click 'Select Item(s) To Post Against' button to open service selection grid. Select service for payment/adjustment posting and click 'OK' button to close service selection grid. Enter/select values for 'Posting Date', 'Date Of Receipt', and 'Guarantor' fields. Enter/select values for 'Dollar Amount To Be Posted' and 'Posting Code' fields. Enter/select value for 'Action For Remaining Balance If Applicable' (if required), and any other fields as required/desired. Click 'Update Temporary' file button to save payment/adjustment entry. Click 'Submit' button to file 'Individual Cash Posting' form and finalize temporary file posting/adjustment entries. Open Avatar MSO 'Retro Claim Adjudication' form. Note, Retro Claim Adjudication entries filed via Avatar PM payment/adjustment posting may also be confirmed directly in Avatar MSO SQL table 'SYSTEM.retro_claim_adjudications' Select 'Edit' in 'Add/Edit/Delete Claim Adjudication' field. In 'Claim' dropdown selection field, ensure that new Retro Claim Adjudication is present for original Avatar MSO claim where payment/adjustment has been filed for service in Avatar PM. In 'Claim' and 'Date of Service/Procedure' dropdown selection fields, select original Avatar MSO claim/service where payment/adjustment has been filed for service in Avatar PM. Confirm Avatar MSO 'Adjustment Code' value for Retro Claim Adjudication entry is value linked to Avatar PM posting/adjustment code by Extended Dictionary Data Element 'Payment/Adjustment And Transfer Codes'; if no MSO value for 'Payment/Adjustment And Transfer Codes' link is defined, confirm 'Adjustment Code' value for Retro Claim Adjudication entry is value defined as 'Default Retro Claim Adjudication Adjustment Code For Adjustments In PM'. Confirm 'Take Back Amount' value for Retro Claim Adjudication entry is value filed for 'Dollar Amount To Be Posted' in Avatar PM. Confirm 'Updated Disbursement Amount' value for Retro Claim Adjudication entry is calculated as 'Original Disbursement Amount minus Take Back Amount'. Confirm 'Take Back Duration' value for Retro Claim Adjudication entry is calculated with same ratio as 'Updated Disbursement' to 'Original Disbursement'. Example 1 'Original Duration' = 120, 'Original Disbursement Amount' = 300 'Dollar Amount To Be Posted'/'Take Back Amount' = 150 'Take Back Duration' will be calculated as 60 (being 1/2 value of 'Original Duration', 1/2 ratio of 'Updated Disbursement Amount' to 'Original Disbursement Amount') Example 2 'Original Duration' = 60, 'Original Disbursement Amount' = 300 'Dollar Amount To Be Posted'/'Take Back Amount' = 300 (full adjustment/payment) 'Take Back Duration' will be calculated as 60 (being full take back 'Original Duration') Confirm 'Updated Duration' value for Retro Claim Adjudication entry is calculated as 'Original Duration minus Take Back Duration'. Close Avatar MSO 'Retro Claim Adjudication' form. Scenario 2: '835 Health Care Claim Payment/Advice' - Verification of Retro Claim Adjudication filing in Avatar MSO for payment/adjustment Specific Setup: One or more claimed services which have been filed/pushed to Avatar PM parent system via Avatar MSO (eligible for Avatar PM 835 inbound posting and Retro Claim Adjudication entry in Avatar MSO) 'Trigger Retro Claim Adjudication Entry in MSO' must be set to 'Yes' for one or more posting/adjustment codes (via Avatar PM 'Posting/Adjustment Codes Definition' form) Extended Dictionary Data Element 'Payment/Adjustment And Transfer Codes (920)' may be defined with a PM posting/adjustment code in Avatar MSO 'Other Tabled Files' Indirect Dictionary Code 'Adjustment Code (351)' if default adjustment code not desired (via Avatar MSO 'Dictionary Update' form) 'Default Retro Claim Adjudication Adjustment Code For Adjustments In PM' must be defined in Avatar MSO (via Avatar MSO 'Set System Defaults' form) Avatar MSO 2021 Update 2 is required for 'Original Duration', 'Updated Duration' and 'Take Back Duration' fields to be present in Avatar MSO Retro Claim Adjudication form/SQL table Inbound 835 Health Care Claim Payment/Advice file containing one or more successfully compiled entries for Avatar PM claims containing services originating in Avatar MSO Steps Open Avatar PM '835 Health Care Claim Payment/Advice' form. Select 'Load File' in the 'Options' field. Enter 'File Path/Name' value for 835 inbound file to be loaded, and click 'Process File' button. Ensure 835 file is successfully loaded. Select 'Compile File' in the 'Options' field. Select loaded inbound 835 file in the 'Select File' field, and click 'Process File' button. In 835 Compile Report - ensure that payments/adjustments are successfully compiled for Avatar PM claims containing services originating in Avatar MSO. Select 'Post File' in the 'Options' field. Select compiled inbound 835 file in the 'Select File' field, enter values for 'Posting Date' and 'Date of Receipt' fields (as well as any other fields as required/desired), and click 'Process File' button. In 835 Posting Report - ensure that payments/adjustments are successfully posted for Avatar PM claims containing services originating in Avatar MSO. Open Avatar MSO 'Retro Claim Adjudication' form. Note, Retro Claim Adjudication entries filed via Avatar PM 835 payment/adjustment posting may also be confirmed directly in Avatar MSO SQL table 'SYSTEM.retro_claim_adjudications' Select 'Edit' in 'Add/Edit/Delete Claim Adjudication' field. In 'Claim' dropdown selection field, ensure that new Retro Claim Adjudication is present for original Avatar MSO claim where payment/adjustment has been filed for service in Avatar PM via inbound 835 Health Care Claim Payment/Advice file posting. In 'Claim' and 'Date of Service/Procedure' dropdown selection fields, select original Avatar MSO claim/service where payment/adjustment has been filed for service in Avatar PM via inbound 835 Health Care Claim Payment/Advice file posting. Confirm Avatar MSO 'Adjustment Code' value for Retro Claim Adjudication entry is value linked to Avatar PM posting/adjustment code by Extended Dictionary Data Element 'Payment/Adjustment And Transfer Codes'; if no MSO value for 'Payment/Adjustment And Transfer Codes' link is defined, confirm 'Adjustment Code' value for Retro Claim Adjudication entry is value defined as 'Default Retro Claim Adjudication Adjustment Code For Adjustments In PM'. Confirm 'Take Back Amount' value for Retro Claim Adjudication entry is value filed for payment/adjustment in Avatar PM via inbound 835 Health Care Claim Payment/Advice file posting. Confirm 'Updated Disbursement Amount' value for Retro Claim Adjudication entry is calculated as 'Original Disbursement Amount minus Take Back Amount'. Confirm 'Take Back Duration' value for Retro Claim Adjudication entry is calculated with same ratio as 'Updated Disbursement' to 'Original Disbursement'. Example 1 'Original Duration' = 120, 'Original Disbursement Amount' = 300 Amount posted from 835 adjustment/payment/'Take Back Amount' = 150 'Take Back Duration' will be calculated as 60 (being 1/2 value of 'Original Duration', 1/2 ratio of 'Updated Disbursement Amount' to 'Original Disbursement Amount') Example 2 'Original Duration' = 60, 'Original Disbursement Amount' = 300 Amount posted from 835 adjustment/payment/'Take Back Amount' = 300 (full adjustment/payment) 'Take Back Duration' will be calculated as 60 (being full take back 'Original Duration') Confirm 'Updated Duration' value for Retro Claim Adjudication entry is calculated as 'Original Duration minus Take Back Duration'. Close Avatar MSO 'Retro Claim Adjudication' form.	Topics • Individual Cash Posting • Spreadsheet Remittance Posting • Spreadsheet Batch Remittance Posting • NX • 835 Health Care Claim Payment/Advice • Posting/Adjustment Codes
Update 13 Summary \| Details Demographics Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Update Client Data Scenario 1: 'Update Client Data' - Verification of form filing Specific Setup: If custom Form Designer changes are present in 'Update Client Data' form, please use 'Form Designer' to revert to 'Netsmart Produced Changes'. A client is enrolled in an existing episode (Client A). The 'Enable Address Validation' registry setting must be enabled. Steps Select "Client A" and access the 'Update Client Data' form. Enter an invalid address in the 'Client's Address - Street' field and press the 'Tab' key. Validate an 'Address Validation' dialog stating: "The address was invalid for the following reason: Address Not Found. Discard changes?" Click [No]. Enter an invalid address in the 'Client's Address - Street' field and press the 'Tab' key. Validate an 'Address Validation' dialog stating: "The address was invalid for the following reason: Address Not Found. Discard changes?" Click [Yes]. Validate a dialog stating: "Cancelled." and click [OK]. Validate the 'Client's Address - Street' field is cleared. Enter a valid address and populate any desired fields. Enter a 'Place of Birth' value that contains 40 characters. Click [Submit]. Re-enter the form for the client and validate that the data submitted successfully.	Topics • Admission • Update Client Data • NX
Update 14 Summary \| Details Client Charge Input - Duration Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Program Maintenance Site Specific Section Modeling (PM) Scenario 1: Client Charge Input - SS Specific Field of SS Treatment Integers Specific Setup: Service Code: Service Required By = Both. Type Of Service = Group. Type Of Fee = Fixed Fee (Per Event). Fixed Fee Units = desired value. Is this an ODS Group Service? = Yes. Program Maintenance: Substance Abuse Program (Cal-OMS) = Yes (Reportable). Site Specific Section Modeling: PATIENT903 (Client Charge Input) Client Charge Input has been used to add prompt definitions for: ‘SS Treatment Integer 1’. If desired, give the prompt a label. Select "Use as first field to calculate duration" in ‘Product Custom Logic’. ‘SS Treatment Integer 2’. If desired, give the prompt a label. Select "Use as second field to calculate duration" in ‘Product Custom Logic’. ‘SS Treatment Integer 7. If desired, give the prompt a label. Select "Use as third field to calculate duration" in ‘Product Custom Logic’. Steps Open ‘Client Charge Input’. Enter the ‘Date Of Service’. Select the ‘Client ID’. Select the ‘Episode Number’. Validate that the ‘Program’ field contains a value. Enter the ‘Service Code’ from setup. Select the practitioner. Validate that Duration (Minutes) is null. Enter a duration in the ‘SS Treatment Integer 1’ field. Validate that Duration (Minutes) contains the duration entered in ‘SS Treatment Integer 1’. Enter a duration in the ‘SS Treatment Integer 2’ field. Validate that Duration (Minutes) contains the total duration entered in ‘SS Treatment Integer 1’ and ‘SS Treatment Integer 2’ fields. Enter a duration in the ‘SS Treatment Integer 3’ field. Validate that Duration (Minutes) contains the total duration entered in ‘SS Treatment Integer 1’, ‘SS Treatment Integer 2’ and ‘SS Treatment Integer 3 fields. Click [Submit]. Close the form. If desired, open Edit service information for the client and 'Date of Service' and validate the duration. Close the form.	Topics • Client Charge Input • Site Specific Section Modeling • NX
Update 16 Summary \| Details File Import - Service Fee/Cross Reference Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: File Import Scenario 1: Cal-PM: File Import - Service Fee/Cross Reference Specific Setup: Service Codes: Create two new service codes (Service Code 1 & Service Code 2). Registry Setting: Note the value of 'Avatar PM->System Maintenance->File Import->->->Import File Delimiter' to determine the delimiter in the import file. Create a 'File Import' file for 'Service Fee/Cross Reference' for both service codes. Note the information that will be imported. The 'File Import' spreadsheet will be included in the update zip file. Steps Open' File Import'. Select 'Service Fee/Cross Reference' in 'File Type'. Validate that 'Action' contains 'Upload New File'. Load the file created in setup. Compile the file. If necessary correct errors, delete the existing file, load, and compile again. Post the compiled file. Open 'Service Fee/Cross Reference Maintenance'. Select 'Edit Existing' in 'Enter New Or Edit Existing Fee/Cross Reference'. Enter 'Service Code 1'. Enter the 'From Date'. Click [Select Fee/Cross Ref To Edit/Default From Existing]. Select the desired row in the 'Edit Service Fee Definition' grid. Click [OK]. Validate the data that was submitted in 'File Import' displays correctly. Select 'Edit Existing' in 'Enter New Or Edit Existing Fee/Cross Reference'. Enter 'Service Code 2'. Enter the 'From Date'. Click [Select Fee/Cross Ref To Edit/Default From Existing]. Select the desired row in the 'Edit Service Fee Definition' grid, Click [OK]. Validate the data that was submitted in 'File Import' displays correctly.	Topics • Service Fee/Cross Reference Maintenance • File Import • NX
Update 17 Summary \| Details Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' Form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: File Import File Import - Error Report File Import - Compile/Post Report Service Fee/Cross Reference Maintenance Report Client Charge Input (Charge Fee Access) Client Charge Input With Diagnosis Entry Client Charge Input (Charge Fee Access and Diagnosis Entry) Recurring Client Charge Input (Charge Fee Access) Recurring Client Charge Input (Diagnosis Entry) Recurring Client Charge Input (Charge Fee Access and Diagnosis Entry) Edit Service Information (Charge Fee Access) Spreadsheet Edit Service Information Verify Staff Member Appointments Post Staff Member Schedule Scenario 1: 'File Import' - Verification of 'Service Fee/Cross Reference' Import (Avatar Cal-PM) Specific Setup: Avatar Cal-PM 'Service Fee/Cross Reference' File Import file containing one or valid rows, including value for 'User Defined Fee Unit' (Field/Segment 35) Updated import file layout document 'Avatar_Cal-PM_File_Import_Record_Layouts.xls' included with update package Crystal Reports or other SQL reporting tool Steps Open Avatar Cal-PM 'File Import' form. Select File Type 'Service Fee/Cross Reference'. Select 'Upload New File' in 'Action' field and Click 'Process Action' button. Select Avatar Cal-PM 'Service Fee/Cross Reference' import file and click 'Open' button. Select 'Compile/Validate File' in 'Action' field. Select loaded import file and click 'Process Action' button. 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. Click 'OK' button. Select 'Print Errors' in 'Action' field if errors encountered in compile; Select compiled import file with errors and click 'Process Action' button. In 'Service Fee/Cross Reference' File Import Error Report, ensure that all invalid/errored import row(s) are included in report with segment/value reference and error message detail. Ensure that if 'User Defined Fee Unit' value is included in file but no value for 'Duration Range' is included, import row(s) produce error 'Missing required field (Duration Range)' on compile Select 'Print File' in 'Action' field to view successfully compiled import data; Select compiled import file and click 'Process Action' button. In 'Service Fee/Cross Reference' File Import Report, ensure that all valid import row(s) are included in report with segment/value details, including 'User Defined Fee Unit' field/segment where included. Select 'Post File' in 'Action' field to post successfully compiled import data; Select compiled import file and click 'Process Action' button. 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. Open Crystal Reports or other SQL reporting tool. In new Avatar Cal-PM SQL table 'SYSTEM.file_import_svc_fee', ensure that all 'Service Fee/Cross Reference' File Import rows are included in table with values from import data file, including 'user_defined_fee_units' field/segment where included. Open Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form. Select 'Edit Existing' in the 'Enter New Or Edit Existing Fee/Cross Reference' field. Enter/select 'Service Code' and 'From Date' field values for Service Fee/Cross Reference entry posted via File Import, and select imported Service Fee/Cross Reference entry for view/edit. Ensure values for all fields are present as filed via import, including values for 'Fixed Fee Unit' and 'User Defined Fee Unit' fields where applicable. Scenario 2: 'Service Fee/Cross Reference Maintenance' - Form Validation (Avatar Cal-PM) Specific Setup: Crystal Reports or other SQL reporting tool Steps Open Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form. Select 'Enter New' or 'Edit Existing' in the 'Enter New Or Edit Existing Fee/Cross Reference' field. Enter/select values for 'Service Code' and 'From Date' fields (and select Service Fee/Cross Reference entry for edit if applicable). Enter/select values for 'Practitioner Category', 'Location', 'Practitioner' and/or 'Program' Service Fee/Cross Reference entry criteria if desired. Ensure that 'Fixed Fee Unit' and 'User Defined Fee Unit' fields are present in form. In case where selected Service Code is defined as 'User Defined' (via Avatar Cal-PM 'Service Codes' form 'Type Of Fee' field) - ensure that the 'Fixed Fee Unit' field is disabled (as field only applies to Fixed Fee Service Codes). In case where selected Service Code is defined as 'Fixed Fee' (via Avatar Cal-PM 'Service Codes' form 'Type Of Fee' field) - ensure that the 'User Defined Fee Unit' field is disabled (as field only applies to User Defined Fee Service Codes). Ensure user help message is present in form for 'User Defined Fee Unit' field (lightbulb icon), containing the following information: "A value entered in this field will make the 'Duration Range' field required. The Unit Quantity amount and gross charge amount generated for the service will be based on the integer entered in this field." Ensure that if value is entered for 'User Defined Fee Unit' field, the 'Duration Range' fee criteria field is required. Enter/select values for 'Duration Range', 'Fee', 'Fixed Fee Unit' and/or 'User Defined Fee Unit' fields (and any other Service Fee/Cross Reference definition fields as desired/required). Click 'Submit' button to file 'Service Fee/Cross Reference Maintenance' form/entry; ensure user is presented with filing confirmation dialog noting 'Service Fee/Cross Reference Maintenance has completed. Do you wish to return to form?'; Click 'Yes' button to return to form. Select 'Edit Existing' in the 'Enter New Or Edit Existing Fee/Cross Reference' field. Enter/select values for 'Service Code' and 'From Date' fields, using same code/date as previously filed Service Fee/Cross Reference entry, and select previously entered/filed Service Fee/Cross Reference entry for view/edit. Ensure previously entered/filed values are present in all form fields for selected Service Fee/Cross Reference entry (including values for 'Fixed Fee Unit' and 'User Defined Fee Unit' fields where applicable). Click 'Service Fee/Cross Reference Definition Report' button to launch report displaying all defined Service Fee/Cross Reference entries. In Service Fee/Cross Reference Definition Report, ensure that existing Service Fee/Cross Reference entries are present, including values for 'Units' field where value defined. Note, 'Units' field in Service Fee/Cross Reference Definition Report will display value of 'Fixed Fee Unit' if present for Fixed Fee Service Codes, and will display value of 'User Defined Fee Unit' if present for User Defined Fee Service Codes Open Crystal Reports or other SQL reporting tool. In Avatar Cal-PM SQL table 'SYSTEM.billing_tx_master_fee_table' (and 'SYSTEM.billing_tx_master_fee_audit' for deleted entries), ensure that data rows are present for all Service Fee/Cross Reference entries filed/updated in system, including values for 'fixed_fee_units' and 'user_defined_fee_units' fields. Scenario 3: 'Client Charge Input' - Verification of 'User Defined Fee Units' Service Fee Override Calculation Specific Setup: Service Code where 'Type of Fee' is set to 'User Defined' and (via Avatar Cal-PM 'Service Codes' form) Service Fee/Cross Reference entry applicable to Service Code/Date of Service where 'User Defined Fee Unit' value is specified (via Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form) Client record eligible for 'Client Charge Input' form service entry Steps Open Avatar Cal-PM 'Client Charge Input' form. Note, Acceptance Testing may also be confirmed via one or more of the following Avatar Cal-PM forms: 'Client Charge Input (Charge Fee Access)' 'Client Charge Input With Diagnosis Entry' 'Client Charge Input (Charge Fee Access and Diagnosis Entry)' 'Recurring Client Charge Input' 'Recurring Client Charge Input (Charge Fee Access)' 'Recurring Client Charge Input (Diagnosis Entry)' 'Recurring Client Charge Input (Charge Fee Access and Diagnosis Entry)' 'Edit Service Information' 'Edit Service Information (Charge Fee Access)' 'Spreadsheet Edit Service Information' Enter value for 'Date of Service'. Enter/select values for 'Client ID', 'Episode Number', 'Program', 'Service Code' and 'Practitioner' fields (and any other fields as desired/required). Enter value for 'Duration (Minutes)' field. Where 'User Defined Fee Unit' value is specified for Service Fee/Cross Reference entry - ensure that 'Cost of Service' value in 'Client Charge Input' form is calculated based on 'User Defined Fee Unit' and 'Fee' from Service Fee/Cross Reference entry applicable to Service Code/Date of Service and 'Duration (Minutes)' entry for User Defined Fee Service Code (Service Fee/Cross Reference 'User Defined Fee Unit' value overrides Service Code 'Minutes Per Unit'/service entry 'Duration (Minutes)' values for calculation of 'Cost of Service'). Example, 'User Defined Fee Units' value specified for Service Fee/Cross Reference entry: Service Code 'Minutes Per Unit' = 1 Service Fee/Cross Reference entries as follows: 'Duration Range' 0-59, 'User Defined Fee Unit' = 30 and 'Fee' = 10 'Duration Range' 60-119, 'User Defined Fee Unit' = 90 and 'Fee' = 10 'Duration Range' 120-999, 'User Defined Fee Unit' = 180 and 'Fee' = 10 If 'Duration (Minutes)' entry = 10, 'Cost of Service' = 300 If 'Duration (Minutes)' entry = 30, 'Cost of Service' = 300 If 'Duration (Minutes)' entry = 50, 'Cost of Service' = 300 If 'Duration (Minutes)' entry = 60, 'Cost of Service' = 900 If 'Duration (Minutes)' entry = 90, 'Cost of Service' = 900 If 'Duration (Minutes)' entry = 100, 'Cost of Service' = 900 If 'Duration (Minutes)' entry = 120, 'Cost of Service' = 1800 If 'Duration (Minutes)' entry = 180, 'Cost of Service' = 1800 If 'Duration (Minutes)' entry = 360, 'Cost of Service' = 1800 Where 'User Defined Fee Unit' value is not specified for Service Fee/Cross Reference entry - ensure that 'Cost of Service' value in 'Client Charge Input' form is calculated based on Service Code 'Minutes Per Units' value and 'Fee' from Service Fee/Cross Reference entry applicable to Service Code/Date of Service and 'Duration (Minutes)' entry for User Defined Fee Service Code (Service Code 'Minutes Per Unit' and service entry 'Duration (Minutes)' values used for calculation of 'Cost of Service'). Example, 'User Defined Fee Units' value not specified for Service Fee/Cross Reference entry: Service Code 'Minutes Per Unit' = 1 Service Fee/Cross Reference entries as follows: 'Duration Range' 0-59, 'Fee' = 10 'Duration Range' 60-119, 'Fee' = 10 'Duration Range' 120-999, 'Fee' = 10 If 'Duration (Minutes)' entry = 10, 'Cost of Service' = 100 If 'Duration (Minutes)' entry = 50, 'Cost of Service' = 500 If 'Duration (Minutes)' entry = 60, 'Cost of Service' = 600 If 'Duration (Minutes)' entry = 100, 'Cost of Service' = 1000 If 'Duration (Minutes)' entry = 120, 'Cost of Service' = 1200 If 'Duration (Minutes)' entry = 360, 'Cost of Service' = 3600 Enter/select/edit values for any other client charge/service entry information fields as required/desired. Click 'Submit' button to file 'Client Charge Input' form/service. Where 'User Defined Fee Unit' value is specified for Service Fee/Cross Reference entry - ensure that service(s) is/are added to system with 'Units' and 'Charge'/'Cost of Service' values from 'User Defined Fee Unit' and 'Fee' for applicable Service Fee/Cross Reference entry. 'Units' and 'Charge'/'Cost of Service' values for service(s) may be confirmed via 'Client Ledger' form Scenario 4: Appointment Scheduling Services - Verification of 'User Defined Fee Units' Service Fee Override Calculation Specific Setup: Service Code where 'Type of Fee' is set to 'User Defined' and (via Avatar Cal-PM 'Service Codes' form) Service Fee/Cross Reference entry applicable to Service Code/Date of Service where 'User Defined Fee Unit' value is specified (via Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form) Client record eligible for Appointment Scheduling appointment/service entry Steps Open Avatar Cal-PM 'Scheduling Calendar' form. Select calendar date and practitioner; right click and select 'Add Appointment' for new Appointment/Service entry. Enter/select values for 'Appointment Start Time'/'Appointment End Time' and/or 'Duration' fields. Enter/select/update values for 'Service Code', 'Appointment Status', 'Recurrence Schedule', 'Client', 'Episode Number', 'Practitioner' and 'Program' fields. Enter/select values for any other Appointment/Service entry fields as required/desired, and click 'Submit' button to save Appointment/Service entry. Repeat Appointment/Service entry process as desired in 'Scheduling Calendar' form for additional services; click 'Dismiss' button to close 'Scheduling Calendar' form when complete. Verify Appointments for Practitioner/Staff Member for Appointment/Service entry dates (via Avatar Cal-PM 'Verify Staff Member Appointments' form). Post Appointment/Service schedule entries for Practitioner/Staff Member to create service(s) in system for entered Appointments (via Avatar Cal-PM 'Post Staff Member Schedule' form). For services created via Appointment Scheduling entries, where 'User Defined Fee Unit' value is specified for applicable Service Fee/Cross Reference entry - ensure that 'Cost of Service'/'Total Charge'/Units' values for service are calculated based on 'User Defined Fee Unit' and 'Fee' from Service Fee/Cross Reference entry applicable to Service Code/Date of Service and Appointment 'Duration' value for User Defined Fee Service Code (Service Fee/Cross Reference 'User Defined Fee Unit' value overrides Service Code 'Minutes Per Unit'/Appointment entry 'Duration' values for calculation of 'Cost of Service'). Example, 'User Defined Fee Units' value specified for Service Fee/Cross Reference entry: Service Code 'Minutes Per Unit' = 1 Service Fee/Cross Reference entries as follows: 'Duration Range' 0-59, 'User Defined Fee Unit' = 30 and 'Fee' = 10 'Duration Range' 60-119, 'User Defined Fee Unit' = 90 and 'Fee' = 10 'Duration Range' 120-999, 'User Defined Fee Unit' = 180 and 'Fee' = 10 If 'Duration' entry for Appointment = 10, 'Cost of Service' = 300 If 'Duration' entry for Appointment = 30, 'Cost of Service' = 300 If 'Duration' entry for Appointment = 50, 'Cost of Service' = 300 If 'Duration' entry for Appointment = 60, 'Cost of Service' = 900 If 'Duration' entry for Appointment = 90, 'Cost of Service' = 900 If 'Duration' entry for Appointment = 100, 'Cost of Service' = 900 If 'Duration' entry for Appointment = 120, 'Cost of Service' = 1800 If 'Duration' entry for Appointment = 180, 'Cost of Service' = 1800 If 'Duration' entry for Appointment = 360, 'Cost of Service' = 1800 'Units' and 'Charge'/'Cost of Service' values for service(s) may be confirmed via 'Client Ledger' form Scenario 5: 'Electronic Billing' - Verification of 'User Defined Fee Units' Service Fee/Units Override Calculation Specific Setup: Service Code where 'Type of Fee' is set to 'User Defined' and (via Avatar Cal-PM 'Service Codes' form) Service Fee/Cross Reference entry applicable to Service Code/Date of Service where 'User Defined Fee Unit' value is specified (via Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form) One or more service(s) eligible for Avatar Cal-PM 837 Professional or 837 Institutional file inclusion Steps Open Avatar Cal-PM 'Electronic Billing' form. Note, acceptance testing may also be confirmed via Avatar Cal-PM 'Quick Billing' form/functionality. Select '837 Professional' or '837 Institutional' in the 'Billing Form' field. Select 'Sort File' in the 'Billing Options' field. Enter/select 837 Professional/837 Institutional file sorting criteria. Click 'Process' button to sort/generate 837 Professional/837 Institutional file. Select 'Dump File' in the 'Billing Options' field (or select 'Create File On Server' to review output file directly). Select 'Print' in the 'Print Or Delete Report' field. Select 837 Professional/837 Institutional file sorted which includes services where 'User Defined Fee Unit' value is specified for applicable Service Fee/Cross Reference entry and click 'Process' button to display 837 outbound file data. In Avatar PM 837 Professional/837 Institutional format outbound electronic billing file data including services where 'User Defined Fee Unit' value is specified for applicable Service Fee/Cross Reference entry - ensure 'Cost of Service'/'Total Charge'/Units' values for service in 2400 SV1/SV2 Service Line Number information are reported from/same as calculated values based on 'User Defined Fee Unit' and 'Fee' from Service Fee/Cross Reference entry applicable to Service Code/Date of Service and 'Duration' value for User Defined Fee Service Code (Service Fee/Cross Reference 'User Defined Fee Unit' value overrides Service Code 'Minutes Per Unit'/service entry 'Duration' values for calculation/reporting of 'Cost of Service'). Example, 'User Defined Fee Units' value specified for Service Fee/Cross Reference entry: Service Code 'Minutes Per Unit' = 1 Service Fee/Cross Reference entries as follows: 'Duration Range' 0-59, 'User Defined Fee Unit' = 30 and 'Fee' = 10 'Duration Range' 60-119, 'User Defined Fee Unit' = 90 and 'Fee' = 10 'Duration Range' 120-999, 'User Defined Fee Unit' = 180 and 'Fee' = 10 If 'Duration' entry for service = 0-59, 'Cost of Service' = 300 837 2400 SV1/SV2 example: SV1HC:90806300UN30111~ SV2914*300UN30~ If 'Duration' entry for service = 60-119, 'Cost of Service' = 900 837 2400 SV1/SV2 example: SV1HC:90806900UN9011*1~ SV2914*900UN90~ If 'Duration' entry for service = 120-999, 'Cost of Service' =1800 837 2400 SV1/SV2 example: SV1HC:908061800UN18011*1~ SV2914*1800UN180~ Note - 837 Professional/837 Institutional 2400 SV1/SV2 values are subject to 'Service Unit of Measurement Code' value if defined in Service Fee/Cross Reference entry; if 'Minutes' is selected, 'Duration' entry/value for services will be reported in 2400 SV1/SV2 (including where 'User Defined Fee Unit' override was used in service cost calculation)* Examples: SV1HC:90806300MJ45111~ SV1HC:90806900MJ10011*1~ SV1HC:908061800MJ36011*1~ Note - 837 Professional/837 Institutional 2400 SV1/SV2 values are subject to 'Quantity' override value if defined in Service Fee/Cross Reference entry and will be reported in 2400 SV1/SV2 Examples: SV1HC:90806300UN211*1~ SV1HC:90806900UN211*1~ SV1HC:908061800UN211**1~	Topics • Service Fee/Cross Reference Maintenance • File Import • NX • Client Charge Input • Edit Service Information • Scheduling Calendar • Electronic Billing • 837 Professional • 837 Institutional
Update 18 Summary \| Details CSI Submission - Compile CSI Data Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Product Updates (PM) Scenario 1: Load & Go - Install update and verify successful installation Specific Setup: N/A Steps N/A	Topics • Database Management
Update 21 Summary \| Details Service Codes - 'Clinic Hours' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Service Codes Service Code Upload Process Scenario 1: 'Service Codes' - Add a Provider Only Service Code Specific Setup: Must have access to Crystal Reports or other SQL Reporting Tool. Steps Access the 'Service Codes' form. Select "Add" in the 'Add New Or Edit Existing' field. Validate the 'Clinic Hours' field is displayed and disabled. Validate the 'Always Allow Overbooking' field is displayed and disabled. Populate the required and desired fields. Select "Provider" in the 'Service Required By' field. Validate the 'Clinic Hours' field is now enabled. Note: this field will only be enabled when "Provider" is selected in the 'Service Required By' field. Select "Yes" in the 'Clinic Hours' field. Validate the 'Always Allow Overbooking' field is now enabled. Note: this field will only be enabled when "Yes" is selected for 'Clinic Hours'. Select "Yes" in the 'Always Allow Overbooking' field. Click [Submit]. Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table. Validate a row is displayed for the service code filed in the previous steps. Validate the 'clinic_hours_code' field contains "Y". Validate the 'clinic_hours_value' field contains "Yes". Validate the 'alwoverbook_code' field contains "Y". Validate the 'alwoverbook_value' field contains "Yes". Access the 'Service Codes' form. Select "Edit" in the 'Add New Or Edit Existing' field. Select the service code filed in the previous steps. Validate "Yes" is selected in the 'Clinic Hours' field. Select "No" in the 'Always Allow Overbooking' field. Click [Submit]. Access Crystal Reports or other SQL reporting tool. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table. Validate the 'alwoverbook_code' field contains "N". Validate the 'alwoverbook_value' field contains "No". Close the report. Scenario 2: Cal-PM - 'Service Code Upload Process' - Upload Provider Only Service Code Specific Setup: Must have a Cal-PM Service Code Upload file containing a valid row with "Provider" as the value for 'Service Provided By' field and a valid value populated for 'Clinic Hours' and 'Always Allow Overbooking' fields (File A). Steps Access the 'Service Code Upload Process' form. Enter "File A" in the 'Filename' field. Select "Compile" in the 'Compile Or Post' field. Select "No" in the 'Override Existing Service Codes' field. Click [Submit]. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports. Click [OK] and leave the form opened. Select "Post" in the 'Compile Or Post' field. Click [Submit]. Validate a message is displayed stating: Posting completed. Click [OK] and close the form. Access the 'Service Code Upload Accepted Codes' form. Select "File A" in the 'Select Desired Service Code Import File Name' field. Click [Process]. Validate "File A" contents are displayed in the report. Validate the 'Clinic Hours' field is populated with the value defined in the file. Validate the 'Always Allow Overbooking' field is populated with the value defined in the file. Close the report and the form. Access the 'Service Codes' form. Select "Edit" in the 'Add New Or Edit Existing' field. Select the service code uploaded in the previous steps in the 'Service Code' field. Validate 'Clinic Hours' field contains the uploaded value. Validate 'Always Allow Overbooking' field contains the uploaded value. Validate all other information displays as expected. Close the form Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table. Validate a row is displayed for the service code uploaded in the previous steps. Validate the 'clinic_hours_code' field contains the uploaded value. Validate the 'clinic_hours_value' field contains the uploaded value. Validate the 'alwoverbook_code' field contains the uploaded value. Validate the 'alwoverbook_value' field contains the uploaded value. Close the report. CSI Submission - Service Codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Program Maintenance Admission (Outpatient) Financial Eligibility CSI Admission CSI Assessment CSI Submission User Definition Service Code Upload Process Scenario 1: CSI Assessment - Validating CSI data in the CSI submission report Specific Setup: Program Maintenance: Create a new program or identify an existing admit program set up as a ‘Mental Health Program (CSI)’. Note the program code/value. Service Codes: Service Code 1 has a value of 'Yes' in 'Report to CSI'. Service Code 1 has a value of 'No' in 'Report to CSI'. Admission: A client is admitted in the CSI program. A CSI Admission and CSI Assessment records are created for the client. Note the client id/ name. Client Charge Input has been used to provide both services to the client. Close Charges has been used to close the charges. Steps Open the 'CSI Assessment' form for the client identified in the setup. Select the desired episode in the Pre-Display Click [OK]. Set the 'Assessment Appointment First Offer Date' field to the desired date in the future. Set the 'Assessment Appointment Accepted Date' field to the desired date. Set the 'Assessment Start Date' to desired value. Set the 'Treatment Appointment First Offer Date' field to the desired date in the future. Set the 'Treatment Appointment Accepted Date' field to the desired date. Select desired value from the 'Closure Reason' list field. Note the entire value. Set the 'Closed Out Date' field to desired date. Click [Submit]. Open the 'Crystal Report' or any other SQL data viewer. Query the 'system.assessment_ca_csi_data' SQL table. Locate the client from above step. Verify the entire value selected in the 'Closure Reason' field is displays in the 'closure_reason_value' field. Open the 'CSI Submission' form. Select 'Compile' in the 'Option' field. This file includes all clients who have been admitted in the CSI Admission form. Verify that the 'From Date' displays one of the following: The through date of the last submitted CSI file. The date the file was compiled. The date (From Date field) of the file selected in the Select File to Print/Submit field. In the 'Through Date' field, enter the last date to include in the compiled file. Note: The through date must be the last date of the month and must be before today's date. Submit the file. Verify that the submitting has been completed successfully. Select 'Submit' option to create the CSI file. Select the CSI file in the 'Select File to Print/Submit' field. Select 'Review' to create a CSI file in the 'Create File' field. Select 'Submit' to create the CSI file. The form will be filed, and a dialog will display the file name and storage location. Review the located CSI Submission file. Verify the CSI Assessment record is included. Verify that Service Code 1 is reported. Close the CSI Submission file. Scenario 2: Cal-PM - Service Codes validation Steps Access the 'Service Codes' form. Select "Add" from the 'Add New Or Edit Existing' field. Enter the desired value in the 'New Service Code' field. Fill out all required fields, selecting a value of "Yes" in 'Is this Service A Visit'. Validate a value of "No" defaults in the 'Should This Visit Be Included on the CCD?' field. Set "Is this an ODS Group Service?" to "No". Click [File Service Code]. Select "Edit" in the 'Add - Add New Or Edit Existing' field. Enter the service code added in the previous steps in the 'Service Code' field. Validate all the fields selected in the previous steps are populated. Select "Yes" in the 'Should This Visit Be Included On The CCD?' field. Select "Yes" in the "Is this an ODS Group Service?". Click [File Service Code]. Select the 'Service Code Report' section. Select "Individual" in the 'Individual or All Service Codes' field. Enter the service code added in the previous steps in the 'Service Code' field. Click [Display Service Codes]. Verify the 'Service Code List' report is displayed. Validate the 'Service Code List' report displays all information filed for the service code in the previous steps. Validate the 'Service Code List' report contains "Should This Visit Be Included On The CCD?: Yes". Validate the "Service Code List" report contains "Is this an ODS Group Service?". Click [Dismiss] and close the form. Access Crystal Reports or other SQL Reporting tool. Select the PM namespace. Create a report using the 'billing_tx_master_table' table. Validate a row is displayed for the service code added in the previous steps. Validate the 'SERVICE_CODE' field contains the service code added in the previous steps. Validate the 'incl_visit_in_CCD_code' field contains "Y". Validate the 'incl_visit_in_CCD_value' field contains "Yes". Validate the 'ods_grp_svc_code' field contains "Y". Validate the'ods_grp_svc_value' field contains "Yes". Close the report. Scenario 3: Cal-PM - Service Code Upload - Validate 'Report to CSI' field. Specific Setup: Must have a Cal-PM Service Code Upload file for upload with a value of "Yes" in the ‘Report to CSI’ field. (File A) Must have a Cal-PM Service Code Upload file for upload with a value of "No" in the ‘Report to CSI’ field. (File B) Must have a Cal-PM Service Code Upload file for upload with no value in the ‘Report to CSI’ field. (File C) Steps Access the 'Service Code Upload Process' form. Enter "File A" in the 'Filename' field. Select "Compile" in the 'Compile Or Post' field. Select "No" in the 'Override Existing Service Codes' field. Click [Submit]. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports. Click [OK]. Select "Post" in the 'Compile Or Post' field. Click [Submit]. Validate a message is displayed stating: Posting completed. Click [OK] and close the form. Access the 'Service Codes' form. Select "Edit" in the 'Add New Or Edit Existing' field. Select the service code uploaded in the previous steps in the 'Service Code' field. Validate the 'Report to CSI' field contains "Yes". Validate all other information displays as expected. Close the form Access the 'Service Code Upload Accepted Codes' form. Select "File A" in the 'Select Desired Service Code Import File Name' field. Click [Process]. Validate "File A" contents are displayed in the report. Validate the 'Report to CSI' field contains "Yes". Close the report and the form. Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table. Validate a row is displayed for the service code uploaded in the previous steps. Validate the 'report_to_csi_code' field contains "Y" Validate the 'report_to_csi_value' field contains "Yes". Close the report. Access the 'Service Code Upload Process' form. Enter "File B" in the 'Filename' field. Select "Compile" in the 'Compile Or Post' field. Select "No" in the 'Override Existing Service Codes' field. Click [Submit]. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports. Click [OK]. Select "Post" in the 'Compile Or Post' field. Click [Submit]. Validate a message is displayed stating: Posting completed. Click [OK] and close the form. Access the 'Service Codes' form. Select "Edit" in the 'Add New Or Edit Existing' field. Select the service code uploaded in the previous steps in the 'Service Code' field. Validate the 'Report to CSI' field contains "No". Validate all other information displays as expected. Close the form Access the 'Service Code Upload Accepted Codes' form. Select "File B" in the 'Select Desired Service Code Import File Name' field. Click [Process]. Validate "File B" contents are displayed in the report. Validate the 'Report to CSI' field contains "No". Close the report and the form. Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table. Validate a row is displayed for the service code uploaded in the previous steps. Validate the 'report_to_csi_code' field contains "N" Validate the 'report_to_csi_value' field contains "No". Close the report. Access the 'Service Code Upload Process' form. Enter "File C" in the 'Filename' field. Select "Compile" in the 'Compile Or Post' field. Select "No" in the 'Override Existing Service Codes' field. Click [Submit]. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports. Click [OK]. Select "Post" in the 'Compile Or Post' field. Click [Submit]. Validate a message is displayed stating: Posting completed. Click [OK] and close the form. Access the 'Service Codes' form. Select "Edit" in the 'Add New Or Edit Existing' field. Select the service code uploaded in the previous steps in the 'Service Code' field. Validate the 'Report to CSI' field does not contain a value. Validate all other information displays as expected. Close the form Access the 'Service Code Upload Accepted Codes' form. Select "File C" in the 'Select Desired Service Code Import File Name' field. Click [Process]. Validate "File C" contents are displayed in the report. Validate the 'Report to CSI' field does not contain a value. Close the report and the form. Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table. Validate a row is displayed for the service code uploaded in the previous steps. Validate the 'report_to_csi_code' field contains "NULL" Validate the 'report_to_csi_value' field contains "No Entry". Service Codes - 'Available Electronic Visit Verification Tasks' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Service Codes Service Code Upload Process Scenario 1: 'Service Codes' - Add an EVV Service Code Specific Setup: Must have access Crystal Reports or other SQL Reporting Tool. Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'. Steps Access the 'Service Codes' form. Select "Add" in the 'Add New Or Edit Existing' field. Validate the 'Available Electronic Visit Verification Tasks' field is displayed and disabled. Populate the required and desired fields. Select "Yes" in the 'Does Service Code Require Electronic Visit Verification' field. Validate the 'Available Electronic Visit Verification Tasks' field is now enabled. Select the desired value(s) in the 'Available Electronic Visit Verification Tasks' field. Click [Submit]. Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table. Validate a row is displayed for the service code filed in the previous steps. Validate the 'evv_tasks_code' field contains the code(s) associated to the task(s) selected in the previous steps. Validate the 'evv_tasks_value' field contains the value(s) selected in the previous steps. Access the 'Service Codes' form. Select "Edit" in the 'Add New Or Edit Existing' field. Select the service code filed in the previous steps. Select any new value(s) in the 'Available Electronic Visit Verification Tasks' field. Click [Submit]. Access Crystal Reports or other SQL reporting tool. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table. Validate the 'evv_tasks_code' field contains the updated code(s) associated to the task(s) selected in the previous steps. Validate the 'evv_tasks_value' field contains the updated value(s) selected in the previous steps. Close the report. Scenario 2: Cal-PM - 'Service Code Upload Process' - Upload EVV Service Code Specific Setup: Must have a Cal-PM Service Code Upload file for upload containing a valid row that includes "Yes" as the value for 'Does This Visit Require Electronic Visit Verification' and value(s) for 'Available Electronic Visit Verification Tasks' field (File A). Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'. Steps Access the 'Service Code Upload Process' form. Enter "File A" in the 'Filename' field. Select "Compile" in the 'Compile Or Post' field. Select "No" in the 'Override Existing Service Codes' field. Click [Submit]. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports. Click [OK]. Select "Post" in the 'Compile Or Post' field. Click [Submit]. Validate a message is displayed stating: Posting completed. Click [OK] and close the form. Access the 'Service Code Upload Accepted Codes' form. Select "File A" in the 'Select Desired Service Code Import File Name' field. Click [Process]. Validate "File A" contents are displayed in the report. Validate the 'Available Electronic Visit Verification Tasks' field is populated with the value(s) defined in the file. Close the report and the form. Access the 'Service Codes' form. Select "Edit" in the 'Add New Or Edit Existing' field. Select the service code uploaded in the previous steps in the 'Service Code' field. Validate the 'Available Electronic Visit Verification Tasks' field contains the uploaded value(s). Validate all other information displays as expected. Close the form Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table. Validate a row is displayed for the service code uploaded in the previous steps. Validate the 'evv_tasks_code' field contains the uploaded value(s). Validate the 'evv_tasks_value' field contains the uploaded value(s). Close the report. Service Codes - 'Always Allow Overbooking' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Service Codes Service Code Upload Process Scenario 1: 'Service Codes' - Add a Provider Only Service Code Specific Setup: Must have access to Crystal Reports or other SQL Reporting Tool. Steps Access the 'Service Codes' form. Select "Add" in the 'Add New Or Edit Existing' field. Validate the 'Clinic Hours' field is displayed and disabled. Validate the 'Always Allow Overbooking' field is displayed and disabled. Populate the required and desired fields. Select "Provider" in the 'Service Required By' field. Validate the 'Clinic Hours' field is now enabled. Note: this field will only be enabled when "Provider" is selected in the 'Service Required By' field. Select "Yes" in the 'Clinic Hours' field. Validate the 'Always Allow Overbooking' field is now enabled. Note: this field will only be enabled when "Yes" is selected for 'Clinic Hours'. Select "Yes" in the 'Always Allow Overbooking' field. Click [Submit]. Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table. Validate a row is displayed for the service code filed in the previous steps. Validate the 'clinic_hours_code' field contains "Y". Validate the 'clinic_hours_value' field contains "Yes". Validate the 'alwoverbook_code' field contains "Y". Validate the 'alwoverbook_value' field contains "Yes". Access the 'Service Codes' form. Select "Edit" in the 'Add New Or Edit Existing' field. Select the service code filed in the previous steps. Validate "Yes" is selected in the 'Clinic Hours' field. Select "No" in the 'Always Allow Overbooking' field. Click [Submit]. Access Crystal Reports or other SQL reporting tool. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table. Validate the 'alwoverbook_code' field contains "N". Validate the 'alwoverbook_value' field contains "No". Close the report. Scenario 2: Cal-PM - 'Service Code Upload Process' - Upload Provider Only Service Code Specific Setup: Must have a Cal-PM Service Code Upload file containing a valid row with "Provider" as the value for 'Service Provided By' field and a valid value populated for 'Clinic Hours' and 'Always Allow Overbooking' fields (File A). Steps Access the 'Service Code Upload Process' form. Enter "File A" in the 'Filename' field. Select "Compile" in the 'Compile Or Post' field. Select "No" in the 'Override Existing Service Codes' field. Click [Submit]. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports. Click [OK] and leave the form opened. Select "Post" in the 'Compile Or Post' field. Click [Submit]. Validate a message is displayed stating: Posting completed. Click [OK] and close the form. Access the 'Service Code Upload Accepted Codes' form. Select "File A" in the 'Select Desired Service Code Import File Name' field. Click [Process]. Validate "File A" contents are displayed in the report. Validate the 'Clinic Hours' field is populated with the value defined in the file. Validate the 'Always Allow Overbooking' field is populated with the value defined in the file. Close the report and the form. Access the 'Service Codes' form. Select "Edit" in the 'Add New Or Edit Existing' field. Select the service code uploaded in the previous steps in the 'Service Code' field. Validate 'Clinic Hours' field contains the uploaded value. Validate 'Always Allow Overbooking' field contains the uploaded value. Validate all other information displays as expected. Close the form Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table. Validate a row is displayed for the service code uploaded in the previous steps. Validate the 'clinic_hours_code' field contains the uploaded value. Validate the 'clinic_hours_value' field contains the uploaded value. Validate the 'alwoverbook_code' field contains the uploaded value. Validate the 'alwoverbook_value' field contains the uploaded value. Close the report.	Topics • Service Codes • CSI Assessment • NX • CSI Submission
Update 24 Summary \| Details 837 Billing - Primary / Add-On Services Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Guarantors/Payors Admission (Outpatient) Financial Eligibility Program Maintenance Individual Cash Posting (PM) Scenario 1: Cal-PM - Electronic Billing - 837 Professional - Include primary and associated add-on services in the same claim Specific Setup: System is set up to allow ‘Add-On’ services to the primary services. Service Codes: Use ‘Service Code Category’ to note the ‘Primary Code’. Note the associated add-on codes. Guarantors/Payors: Guarantor 1: Note the ‘Financial Class’. This will be the client’s primary guarantor. Guarantor 2: Note the ‘Financial Class’. This will be the client’s secondary guarantor. Guarantor/Program Billing Defaults: The ‘Maximum Service Information Per Claim Information (Maximum LX Per CLM)’ = 1. Clients: Client 1: Is enrolled in an outpatient program. Note the program. Client has an active diagnosis record. Client has an active financial eligibility record with the above guarantors. Services have been provided for the above ‘Primary Code’ that include add-on codes. Close Charges was used to close the charges. Client Ledger has been used to verify that the liability distributed to the primary guarantor, and note the dates of service for closed, unclaimed services for the above service codes. Client 2: Is enrolled in an inpatient program. Note the program. Client has an active diagnosis record. Client has an active financial eligibility record with a primary and secondary guarantor. Services have been provided for the above ‘Primary Code’ that include add-on codes. Close Charges was used to close the charges. Client Ledger has been used to verify that the liability distributed to the primary guarantor, and note the dates of service for closed, unclaimed services for the above service codes. Steps Open ‘Electronic Billing’. Select ‘837-Professional’ in ‘Billing Form’. Select the primary guarantor ‘Financial Class in ‘Type Of Bill’. Select ‘Individual’ in ‘Individual Or All Guarantors’. Select the primary guarantor in ‘Guarantor’. Select ‘Outpatient’ in ‘Billing Type’. Select ‘Sort File’ in ‘Billing Options’. Enter the desired value in ‘File Description/Name’. Select ‘All Clients’ in ‘All Clients Or Interim Billing Batch’. Select desired value in ‘Program(s)’. Select ‘No’ in ‘Create Claims’. Enter the desired value in ‘First Date Of Service To Include’. Enter the desired value in ‘Last Date Of Service To Include’. Select ‘All in ‘Include Primary and/or Secondary Billing. Click [Process]. Validate the ‘Processing Report’ message contains ‘Compile Complete’. Click [OK]. Select ‘Dump File’ in ‘Billing Options’. Select ‘Print’ in ‘Print Or Delete Report’. Select the desired report in ‘File’. Click [Process]. Validate that there is one ‘CLM’ segment per service, Close the report. Close the form. If desired, use 'Individual Cash Posting' to transfer the services to the secondary guarantor, transferring an add-on code before the transferring the primary code. If the transfer was performed, process the ‘837-Professional’ again to validate that only one claim is created for the service. Scenario 2: Cal-PM - Electronic Billing - 837 Institutional - Include primary and associated add-on services in the same claim Specific Setup: System is set up to allow ‘Add-On’ services to the primary services. Service Codes: Use ‘Service Code Category’ to note the ‘Primary Code’. Note the associated add-on codes. Guarantors/Payors: Guarantor 1: Note the ‘Financial Class’. This will be the client’s primary guarantor. Guarantor 2: Note the ‘Financial Class’. This will be the client’s secondary guarantor. Guarantor/Program Billing Defaults: The ‘Maximum Service Information Per Claim Information (Maximum LX Per CLM)’ = 1. Clients: Client 1: Is enrolled in an outpatient program. Note the program. Client has an active diagnosis record. Client has an active financial eligibility record with the above guarantors. Services have been provided for the above ‘Primary Code’ that include add-on codes. Close Charges was used to close the charges. Client Ledger has been used to verify that the liability distributed to the primary guarantor, and note the dates of service for closed, unclaimed services for the above service codes. Client 2: Is enrolled in an inpatient program. Note the program. Client has an active diagnosis record. Client has an active financial eligibility record with a primary and secondary guarantor. Services have been provided for the above ‘Primary Code’ that include add-on codes. Close Charges was used to close the charges. Client Ledger has been used to verify that the liability distributed to the primary guarantor, and note the dates of service for closed, unclaimed services for the above service codes. Steps Open ‘Electronic Billing’. Select ‘837-Institutional’ in ‘Billing Form’. Select the primary guarantor ‘Financial Class in ‘Type Of Bill’. Select ‘Individual’ in ‘Individual Or All Guarantors’. Select the primary guarantor in ‘Guarantor’. Select ‘Inpatient’ in ‘Billing Type’. Select ‘Sort File’ in ‘Billing Options’. Enter the desired value in ‘File Description/Name’. Select ‘All Clients’ in ‘All Clients Or Interim Billing Batch’. Select desired value in ‘Program(s)’. Select ‘No’ in ‘Create Claims’. Enter the desired value in ‘First Date Of Service To Include’. Enter the desired value in ‘Last Date Of Service To Include’. Select ‘All in ‘Include Primary and/or Secondary Billing. Click [Process]. Validate the ‘Processing Report’ message contains ‘Compile Complete’. Click [OK]. Select ‘Dump File’ in ‘Billing Options’. Select ‘Print’ in ‘Print Or Delete Report’. Select the desired report in ‘File’. Click [Process]. Validate that there is one ‘CLM’ segment per service, Close the report. Close the form. If desired, use 'Individual Cash Posting' to transfer the services to the secondary guarantor, transferring an add-on code before the transferring the primary code. If the transfer was performed, process the ‘837-Institutional’ again to validate that only one claim is created for the service.	Topics • 837 Professional • NX • 837 Institutional
Update 25 Summary \| Details Daylight Savings - Timestamps Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CareFabric Monitor Scenario 1: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload Steps Access the 'Admission' form. Verify the 'Select Client' dialog is displayed. Enter any new value in the 'Last Name' and 'First Name' fields. Select any value in the 'Sex' field. Click [Search]. Validate a "Search Results" message is displayed stating: No matches found. Click [New Client]. Validate a "Client" message displays indicating "Auto Assign Next ID Number?" Click [Yes]. Enter a date prior to daylight savings time in the 'Preadmit/Admission Date' field (Ex. 03/10/2023). Enter "10:00 AM" in the 'Preadmit/Admission Time' field. Select the desired program in the 'Program' field. Enter any value in the 'Type Of Admission' field. Enter the desired practitioner in the 'Admitting Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' field. Enter the current date in the 'Through Date' field. Enter the client admitted in the previous steps in the 'Client ID' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' is displayed. Select the 'ProgramAdmissionCreated' activity type. Click [Click to View Record]. Validate all filed information is populated. Validate the 'admissionDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' populated in the previous steps with the correct time zone offset prior to daylight savings time (Ex: 2023-03-01T10:00:00.000-05:00). Close the report and the form. Scenario 2: 'Discharge' form - Validate the 'ProgramDischargeCreated' payload Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Discharge' form. Enter a date prior to daylight savings time in the 'Date Of Discharge' field (Ex. 03/10/2023). Enter "10:00 AM" in the 'Discharge Time' field. Select any value in the 'Type Of Discharge' field. Enter the desired practitioner in the 'Discharge Practitioner' field. Select the desired value in the 'Discharge Client Living Arrangement' field. Enter the desired value in the 'Hospital Discharge Instructions' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' field. Enter the current date in the 'Through Date' field. Enter "Client A" in the 'Client ID' field. Click [View Activity Log]. Select "ProgramDischargeCreated" in the 'Activity Type' field. Click [Click to View Record]. Validate all filed information is populated. Validate the 'dischargeDate' field contains the 'Date Of Discharge' and 'Discharge Time' populated in the previous steps with the correct time zone offset prior to daylight savings time (Ex: 2023-03-01T10:00:00.000-05:00). Close the report and the form. Scenario 3: Diagnosis - Validate the 'DiagnosisCreated' and 'DiagnosisUpdated' SDK events Specific Setup: A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Diagnosis' form. Select the desired value in the 'Type Of Diagnosis' field. Enter a date prior to daylight savings time in the 'Date Of Diagnosis' field (Ex. 03/10/2023). Enter "10:00 AM" in the 'Time Of Diagnosis' field. Click [New Row]. Select the desired value in the 'Diagnosis Search' field. Select "Active" in the 'Status' field. Select the desired practitioner in the 'Diagnosing Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "DiagnosisCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'startDate' field contains the 'Date Of Diagnosis' and 'Time Of Diagnosis' populated in the previous steps with the correct time zone offset prior to daylight savings time (Ex: 2023-03-10T10:00:00.000-05:00). Close the report and the form. Select "Client A" and access the 'Diagnosis' form. Select the diagnosis record filed in the previous steps and click [Edit]. Select "Resolved" in the 'Status' field. Enter the desired date in the 'Resolved Date' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "DiagnosisUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'endDate' field contains the 'Resolved Date' populated in the previous steps. Validate the 'statusCode' - 'code' field contains "04". Validate the 'statusCode' - 'displayName' field contains "Resolved". Close the report and the form.	Topics • Admission • CareFabric Monitor • Discharge • Diagnosis
Update 26 Summary \| Details Avatar Cal-PM 'Cal-OMS Admission' Form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: System Code Definition Program Maintenance Cal-OMS Admission Scenario 1: 'Cal-OMS Admission' - Form Verification Specific Setup: One or more client(s) with episode eligible for Cal-OMS Admission entry/filing Steps Open 'Cal-OMS Admission' form. Select client/episode for record entry and click 'OK' button. Enter value for 'Admission Date' field. Click to expand the 'Location of Admission' drop-down selection field. 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). 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 Select value for 'Location of Admission' and 'Level of Care Admitted' fields. Complete other fields in form as required/desired. Click 'Submit' button in 'Cal-OMS Admission' form to file record/data.	Topics • Cal-Oms Admission • NX
Update 27 Summary \| Details Client display in 'Recent Clients' list, 'Search Clients' list, and 'Client Header' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Update Client Data Scenario 1: Validate the 'Recent Clients' list, 'Search Clients' list, and 'Client Header' for clients imported via HL7 interface Specific Setup: A client exists that was imported via HL7 interface (Client A). Steps Search for "Client A" in the 'Search Clients' field. Validate the name for "Client A" is correctly displayed. Select "Client A" in the 'Search Clients' field. Validate the 'Recent Clients' field contains "Client A" and the name is correctly displayed. Access the 'Update Client Data' form. Validate the name for "Client A" is correctly displayed in the 'Client Header'. Enter new values in the 'Client Last Name' and 'Client First Name' fields. Click [Submit]. Search for "Client A" in the 'Search Clients' field. Validate the updated name for "Client A" is correctly displayed. Select "Client A" in the 'Search Clients' field. Validate the 'Recent Clients' field contains "Client A" and the updated name is correctly displayed. Access the 'Update Client Data' form. Validate the updated name for "Client A" is correctly displayed in the 'Client Header'. Close the form.	Topics • Update Client Data • Client Header
Update 28 Summary \| Details Program Maintenance - Assignment of Subscriber MEDS ID# Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Program Maintenance File Import Admission (Outpatient) California MEDS File Load (report) Financial Eligibility Program Maintenance Web Service Scenario 1: 'Program Maintenance' - Form Verification (Avatar Cal-PM) Specific Setup: Crystal Reports or other SQL reporting tool Steps Open the Avatar Cal-PM 'Program Maintenance' form. 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). Ensure that 'EVV Provider Organization ID' field is present in form; enter value for 'EVV Provider Organization ID' if desired. 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. 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 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. 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 Enter/select values for all other Program Maintenance fields as required/desired. Click 'File Program' button to save Program Maintenance information. Click 'Print All Programs' button to display Program Maintenance information. In Program Maintenance report, ensure 'Require Source Of Admission' and 'Require Attending Practitioner' fields are present and reflect values filed via 'Program Maintenance' form. Open Crystal Reports or other SQL reporting tool. In Avatar Cal-PM SQL table 'SYSTEM.table_program_definition' - ensure all Program Maintenance information filed is present, including values for 'req_src_adm_code'/'req_src_adm_value' and 'req_attn_pract_code'/'req_attn_pract_value'. Scenario 2: Cal-PM - File Import - Validate 'Program Maintenance' Import Specific Setup: Have a valid 'Program Maintenance' import file (File A) created that contains a data row for a program with the following: A value populated in the 'EVV Provider Organization ID' field Value(s) in the 'Associated Service Programs' field Steps Access the 'File Import' form. Select "Program Maintenance" in the 'File Type' field. Select "Upload New File" in the 'Action' field. Click [Process Action]. Navigate to the location of "File A" and click [Open]. Select "Compile/Validate File" in the 'Action' field. Select "File A" in the 'File(s)' field. Click [Process Action]. Validate a message is displayed stating "Compiled" and click [OK]. Select "Print File" in the 'Action' field. Select "File A" in the 'File(s)' field. Click [Process Action]. Validate a report is displayed for the program data in "File A". Close the report. Select "Post File" in the 'Action' field. Select "File A" in the 'File(s)' field. Click [Process Action]. Validate a message is displayed stating "Posted" and click [OK]. Close the form. Access the 'Program Maintenance' form. Select "Edit" in the 'Add Or Edit Program' field. Select the program imported via 'File Import' in the 'Program' field. Validate all imported data is populated as expected. Validate the 'Associated Service Programs' field contains the programs imported in the previous steps. Validate the 'EVV Provider Organization ID' field contains the value imported in the previous steps. Close the form. Scenario 3: Cal-PM - Financial Eligibility - Program Maintenance - Assign Subscriber Meds ID# Specific Setup: Registry setting: 'Subscriber MEDS ID#' Assignment' has a value of 'Y'. 'Subscriber Client Index Number' has a value of 'N'. Program Maintenance: 'Assign Subscriber MEDS ID#'' has a value of 'Yes'. Note the Guarantors assigned to the program. California MEDS File Load: Client A will be assigned a guarantor from the above program in Financial Eligibility'. Note the value of the Subscriber MEDS ID#. The Meds file had been loaded and submitted. Steps Open ‘Financial Eligibility’ for the client. Select the ‘Guarantor’ section. Select the ‘Guarantor’ from ‘Program Maintenance’. Validate that there is no value in ‘Subscriber MEDS ID#’. Close the form. Open ‘Registry Settings’ Change the values of 'Subscriber Client Index Number' to ‘Y’ and submit the form. Open ‘California MEDS File Load’. Load and submit the file. Close the form. Open ‘Financial Eligibility’ for the client. Select the ‘Guarantor’ section. Select the ‘Guarantor’ from ‘Program Maintenance’. Validate that the ‘Subscriber MEDS ID#’ contains the correct value. Close the form. Scenario 4: Cal - PM Program Maintenance Web Service Specific Setup: Registry setting 'Avatar PM->System Maintenance->System Definition->California MEDS File Load->->Enable 'Subscriber MEDS ID#' Assignment' has a value of 'P'. Application utilizing the Avatar Cal-PM 'Program Maintenance' web service: Program Maintenance: Select a program to edit or add a new program. Steps Using the Avatar Cal-PM 'Program Maintenance' web service, add a value of 'Y' or 'N' to '<tem:AssignSubscriberMEDSID></tem:AssignSubscriberMEDSID>. Using the Avatar Cal-PM 'Program Maintenance' web service, ensure that if value submitted for one or more fields exceeds the maximum allowed length of entry for this field, the web service request is rejected and error message noting the field length validation failure is returned. Examples: 'The following fields are invalid: Program Code : Length exceeded 10 characters limit'. 'The following fields are invalid: Description : Length exceeded 40 characters limit'. After correcting the field length issues, please resubmit and verify a successful filing. Open 'Program Maintenance' to review the program that was added or edit to validate that the data filed correctly. Close the form.	Topics • Registry Settings • Program Maintenance • NX • File Import • Financial Eligibility • Web Services
Update 35 Summary \| Details File Import - Payment Adjustment Posting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: File Import Scenario 1: Cal-PM - File Import - Payment Adjustment Posting Specific Setup: Posting/Adjustment Codes Definition has been used to create payment, adjustment, and transfer definitions. Client Ledger is used to identify a client that has services with an outstanding balance. A file is created to import payments, adjustments, and/or transfers. Steps Open ‘File Import’. Select ‘Payment Adjustment Posting’ in ‘File Type’. Upload the file. Compile the file and print the report if no errors. If there are errors, print the error report, correct the file, upload, and compile the corrected file. Post the file. Close the form. Open ‘Client Ledger’. Validate that the payments, adjustments, and/or transfers posted to the service correctly. Close the report. Close the form.	Topics • File Import • NX
Update 38 Summary \| Details Database Management - Tables Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Crystal Reports or other SQL Reporting tool (PM Namespace) Admission (Outpatient) Family Registration (CAL) Scenario 1: Family ID - 'SYSTEM.patient_current_demographics' table Specific Setup: Family Registration: Select an active family. Identify an active member. Query the 'SYSTEM.patient_current_demographics' table specific to the client. Note the value of the 'FAMIID' field, which is the current family ID. Steps Open 'Family Registration'. Select the family that was selected in 'Setup'. Select the member that was identified in 'Setup'. Enter a value in 'End Date Of Family Membership' that is prior to the current date. Click [Submit]. Open 'Family Registration'. Select a different family. Add the member that was identified in 'Setup'. Enter a 'Start Date Of Family Membership' that is after the 'End Date Of Family Membership' in the previous family. Click [Submit]. Query the 'SYSTEM.patient_current_demographics' table specific to the client. Note the value of the 'FAMIID' field, which is the new family ID. Database Management - tables Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission (Outpatient) Crystal Reports or other SQL Reporting tool (PM Namespace) Update Client Data Discharge (Outpatient) Form and Table Documentation (PM) Scenario 1: Avatar Cal-PM 'Admission' - Verification of Demographic Gender Identity/Sexual Orientation Fields Specific Setup: Crystal Reports or other SQL reporting tool Steps Open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form. In Client Search form, enter values for client search criteria and click 'Search' button. Click 'New Client' button for Admission form entry/new client creation (or select Client Search result row for existing client Admission entry/update). 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. Navigate to 'Demographics' section of form. Ensure that the following fields are present in 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form: 'Gender Identity' 'Gender Identity (Please Describe)' 'Sexual Orientation' 'Sexual Orientation (Please Describe)' Select value in 'Gender Identity' field. 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. 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). Select value in 'Sexual Orientation' field. 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. '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. Enter value in 'Preferred Name' field. 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.' Enter/select values for any other fields in form as required/desired. Click 'Submit' button to file 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form. Re-open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for same client/episode as filed above. Navigate to 'Demographics' section of form. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields. 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. Open Crystal Reports or other SQL reporting tool. 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: 'gender_identity_code' / 'gender_identity_value' 'gender_identity_other' 'sexual_orientation_code' / 'sexual_orientation_value' 'sexual_orientation_other' 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: 'gender_identity_code' / 'gender_identity_value' 'gender_identity_other' 'sexual_orientation_code' / 'sexual_orientation_value' 'sexual_orientation_other' Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identify/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Demographics' and/or 'Other Client Data' sections of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation. Scenario 2: Avatar Cal-PM 'Update Client Data' - Verification of Demographic Gender Identity/Sexual Orientation Fields Specific Setup: Existing Avatar Cal-PM client record(s) for Demographic information view/update Crystal Reports or other SQL reporting tool Steps Open Avatar Cal-PM 'Update Client Data' form. Select existing client for Demographic information update. Ensure that the following fields are present in 'Demographics' section of 'Update Client Data' form (main form section): 'Gender Identity' 'Gender Identity (Please Describe)' 'Sexual Orientation' 'Sexual Orientation (Please Describe)' Ensure that fields noted above are populated with existing Client Demographic values/information in form display. Select value in 'Gender Identity' field. 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. Select value in 'Sexual Orientation' field. 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. '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. Enter value in 'Preferred Name' field. 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.' Enter/select values for any other fields in form as required/desired. Click 'Submit' button to file 'Update Client Data form. Re-open Avatar Cal-PM 'Update Client Data' form for same client as filed above. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields. 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: 'gender_identity_code' / 'gender_identity_value' 'gender_identity_other' 'sexual_orientation_code' / 'sexual_orientation_value' 'sexual_orientation_other' 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: 'gender_identity_code' / 'gender_identity_value' 'gender_identity_other' 'sexual_orientation_code' / 'sexual_orientation_value' 'sexual_orientation_other' Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identity/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Update Client Data' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation. Scenario 3: Avatar Cal-PM 'Discharge' - Verification of Demographic Gender Identity/Sexual Orientation Fields Specific Setup: Existing Avatar Cal-PM client/episode record(s) for 'Discharge', 'Discharge (Outpatient)' and/or 'Pre Admit Discharge' entry Crystal Reports or other SQL reporting tool Steps Open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form. Select existing client/episode for Discharge entry. Enter/select values for 'Date Of Discharge', 'Discharge Time', 'Type Of Discharge', 'Discharge Practitioner' and any other required/desired fields in main form section. Navigate to 'Demographics' section of form. Ensure that the following fields are present in 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form: 'Gender Identity' 'Gender Identity (Please Describe)' 'Sexual Orientation' 'Sexual Orientation (Please Describe)' Ensure that fields noted above are populated with existing Client Demographic values/information in form display. Select value in 'Gender Identity' field. 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. Select value in 'Sexual Orientation' field. 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. '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. Enter value in 'Preferred Name' field. 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.' Enter/select values for any other fields in form as required/desired. Click 'Submit' button to file 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form. Re-open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for same client/episode as filed above. Navigate to 'Demographics' section of form. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields. 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. Open Crystal Reports or other SQL reporting tool. 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: 'gender_identity_code' / 'gender_identity_value' 'gender_identity_other' 'sexual_orientation_code' / 'sexual_orientation_value' 'sexual_orientation_other' 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: 'gender_identity_code' / 'gender_identity_value' 'gender_identity_other' 'sexual_orientation_code' / 'sexual_orientation_value' 'sexual_orientation_other' Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identify/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Demographics' and/or 'Other Client Data' sections of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation. Scenario 4: Form and Table Documentation - 'gender_identity_code' and 'gender_identity_value' Steps Open 'Form and Table Documentation. Select 'Table' in 'Type of Documentation'. Select the 'SYSTEM.patient_current_demographics'. Click [Process]. Click 'Search' and enter 'gender'. Click the search icon. Validate the the form contains: gender_identity_code String 20 Patient's Gender Identity code gender_identity_value String 60 Y Patient's Gender Identity value Repeat for the 'SYSTEM.patient_demographic_history'. Validate that the 'gender_identity_value' field contains a value of '60' for the following tables: 'SYSTEM.patient_current_demographics' 'SYSTEM.patient_demographic_history' 'SYSTEM.view_episode_summary_admit' 'SYSTEM.view_episode_summary_current' 'SYSTEM.view_episode_summary_discharge'. Close the form.	Topics • Family Registration • NX • Pre Admit • Admission • Admission (Outpatient) • Client Management • Update Client Data • Discharge • Pre Admit Discharge • Database Management
Update 15 Summary \| Details Delete MHSA XML Submitted File(s) Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Practitioner Enrollment Program Maintenance Admission (Outpatient) MHSA XML Submission Delete MHSA XML Submitted File(s) Scenario 1: MHSA XML Submission / Deletion Specific Setup: System is defined to support ‘MHSA XML Submission’. Facility Defaults: Output Path On Server for State Reporting Files field contains the directory where files will be placed on creation. Client is identified that will be output to the ‘MHSA XML Submission’. Note the admission date. Steps Open ‘MHSA XML Submission’. Select ‘Compile’ in ‘Options’. Enter desired value in ‘Through Date’. Click [Submit]. Click [Yes]. Select ‘Print’ in ‘Options’. Select the compiled file in ‘Select File To Print/Submit’. Click [Print Selected File Information]. Validate the report data. Close the report. Select ‘Submit (Create File)’ in ‘Options’. Select the compiled file in ‘Select File To Print/Submit’. Select ‘Review’ in ‘Create File’. Click [OK]. Click [Yes]. Review the directory to validate that the ‘Review’ file was created. Validate the data. Select ‘Final’ in ‘Create File’. Click [OK]. Click [Yes]. Review the directory to validate that the ‘Final’ file was created. Validate the data. Close the form. Open ‘Delete MHSA XML Submitted File(s)’. Validate that the ‘Last Submitted File; field contains the file that was submitted. Click [Submit]. Click [OK]. Close the form. Open ‘Delete MHSA XML Submitted File(s)’. Validate that the deleted file does not exist. Close the form.	Topics • NX • MHSA Assessment

Avatar_Cal-PM_2023_Quarterly_Release_2023.02_Details.csv