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Avatar Cal-PM 2023 Quarterly Release 2023.02 Details

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

  • Avatar Cal-PM 2023 is Installed
    Installation will upgrade to the 2023 version. This will not change any current functionality.
Included Updates
None
Product Update Description
Avatar Cal-PM 2022 is updated to Avatar Cal-PM 2023
Topics
• Upgrade
  • Diagnosis - Show Active Only
    Resolves an issue to ensure that non-active diagnoses are display when the 'Problem Classification Required' registry setting is set to 'Y' or 'R' and the 'Show Active Only' field is set to 'No'.
Included Updates
None
Product Update Description
An issue is resolved where non-active diagnoses will not display when the 'Problem Classification Required' registry setting is set to 'Y' or 'R'.
Topics
• Diagnosis • NX
  • Avatar Cal-PM 'Cal-OMS Admission' Form
    The 'Location Of Admission' field in the Avatar Cal-PM 'Cal-OMS Admission' form is updated to filter/allow Program selections based on associated Programs as defined in the 'System Code Definition' form.
  • Avatar Cal-PM 'Program Maintenance' Form
    The 'Require Source Of Admission' and 'Require Attending Practitioner' fields are added to the 'Program Maintenance' form.
    The Program Maintenance 'Require Source Of Admission' and 'Require Attending Practitioner' fields allow for requirement of the 'Source Of Admission' and/or 'Attending Practitioner' fields within the Avatar Cal-PM 'Admission', 'Admission (Outpatient)' and 'Back Dated Admission/Discharge' forms for the selected Program.
  • Avatar Cal-PM 'Enable Default Guarantor Assignment' Registry Setting
    The 'Enable Default Guarantor Assignment' Registry Setting is added to Avatar Cal-PM.
    Where enabled, the 'Enable Default Guarantor Assignment' Registry Setting will add the 'Default Guarantor Assignment' section to the Avatar Cal-PM 'Program Maintenance' form. The Program Maintenance 'Default Guarantor Assignment' section/fields allow for Guarantor(s) to be automatically defaulted into client/episode Financial Eligibility record on 'Admission' filing or 'Financial Eligibility' form entry.
  • Avatar Cal-PM 'Program Maintenance' Form
    An issue is resolved to ensure that the 'EVV Provider Organization ID' field is displayed/available in the Avatar Cal-PM 'Program Maintenance' form.
Included Updates
None
Product Update Description
The following modifications are made: 1) The 'Default Guarantor Assignment' section is added to the 'Program Maintenance' form. In addition, the registry setting 'Enable Default Guarantor Assignment' is added to enable this functionality. 2) The 'Require Source Of Admission' and 'Require Attending Practitioner' fields are added to the 'Program Maintenance' form. 3) The 'Location Of Admission' field in the 'Cal-OMS Admission' form is updated to filter programs based on associated programs defined in the 'System Code Definition' form. 4) An issue is resolved where the 'EVV Provider Organization ID' field is removed from the 'Program Maintenance' form.
Topics
• Cal-Oms Admission • NX • Registry Settings • Program Maintenance • File Import • Admission • Admission (Outpatient) • Financial Eligibility
  • Select reports are modified to prevent overlapping data displays.
    An issue is resolved to ensure that data in the following Crystal reports does not overlap with other data fields when being displayed in an Avatar NX environment: * Client Ledger * Claim Follow-Up Productivity Report * Unbilled Services Report
Included Updates
None
Product Update Description
An issue is resolved where fields may overlap on the "Client Ledger", "Claim Follow-Up Productivity Report", and "Unbilled Services Report" reports in the NX Report Viewer.
Topics
• NX • Client Ledger
  • Avatar Cal-PM Location/Place Of Service and 'Enable Alternative Service Location Fields' Registry Setting
    The Avatar Cal-PM 'Enable Alternative Service Location Fields' Registry Setting is updated for conditional support of 'Place of Service' dictionary value '10' in Electronic Billing 837 files.
    A new code, '10 - Telehealth - Patient in Home', is added to the Avatar Cal-PM 'Place Of Service (837 Professional)' dictionary ('Client' File Data Element 579). This dictionary value will overwrite any existing value for code 10, and will allow Electronic Billing 837 Professional/837 Institutional conditional Service Facility Location information for 'Telehealth' services/clients under the Avatar Cal-PM Location/Place Of Service and 'Enable Alternative Service Location Fields' / 'Service Facility Location 2310D/2420C' Registry Settings.
Included Updates
None
Product Update Description
A new code, '10 - Telehealth - Patient in Home', is added to the dictionary 'Place Of Service' . This dictionary value will overwrite any existing value for code 10, and will allow electronic billing of services for 'Telehealth Services' clients.
Topics
• Registry Settings • Electronic Billing • NX • Dictionary
  • Avatar Cal-PM 'Women's Health History' Web Service
    An issue is resolved to ensure that 'Women's Health History' records are correctly included/displayed in Netsmart ProviderConnect for valid episodes.
Included Updates
None
Product Update Description
An issue is resolved in the 'Women's Health History' form where after filing through Provider Connect the record would not show in the pre display.
Topics
• Client Management
  • Discharge - OSHPD Reporting
    The 'Discharge - OSHPD' functionality has been updated to add additional fields to the form. If desired, please use 'Form Designer' to arrange the new fields in the 'OSHPD' section of the 'Discharge' form.
    The new fields are: 1. OSHPD Address 2. OSHPD City 3. OSHPD State 4. OSHPD Country Code 5. OSHPD Homeless Indicator
  • OSHPD Reporting - Submission
    The 'OSHPD Submission’ functionality has been updated to support updated requirements.
Included Updates
None
Product Update Description
The 'OSHPD' tab in the 'Discharge' form is updated to add new OSHPD fields alongside 'OSHPD Submission' compile, in order to support the new OSHPD Reporting standards for 2023.
Topics
• State Forms • OSHPD • NX
  • Site Specific Section Modeling - Add-On Service fields
    An issue has been resolved that may prevent 'Multiple Add-On Service' fields from being enabled on the "Site Specific Section Modeling" form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is set to 'Y'.
Included Updates
None
Product Update Description
An issue is resolved that may prevent 'Multiple Add-On Service' fields from being enabled when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is set to 'Y'.
Topics
• Site Specific Section Modeling • Progress Notes
  • The 'BedAssignment' web service
    The 'WEBSVC.BedAssignment' web service is added with the following methods: -AddBedAssignment -DeleteBedAssignment -EditBedAssigment -GetDictionaryItems
Included Updates
3
Product Update Description
The 'BedAssignment' web service is added.
Topics
• Bed Assignment
  • Payment/Adjustment Posting and Avatar MSO 'Retro Claim Adjudication'
    The filing of Payments/Adjustments is updated to support Duration fields in the Avatar MSO 'Retro Claim Adjudication' form.
    Avatar MSO 'Retro Claim Adjudication' entries filed via Avatar Cal-PM payment/adjustment posting are updated to include 'Updated Duration' and 'Take Back Duration' Duration values. Note, 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.
Included Updates
None
Product Update Description
The filing of Payments/Adjustments is updated to support Duration fields in the Avatar MSO 'Retro Claim Adjudication' form. The Duration fields are added in Avatar MSO 2021 Update 2.
Topics
• Individual Cash Posting • Spreadsheet Remittance Posting • Spreadsheet Batch Remittance Posting • NX • 835 Health Care Claim Payment/Advice • Posting/Adjustment Codes
  • Demographics
    The Place of Birth field on the Update Client Data/Admission Demographics form is set to 40 characters.
Included Updates
None
Product Update Description
The 'patient_place_of_birth' field in the SYSTEM.patientcurrentdemographics' table has been updated from 20 characters to 40 characters.
Topics
• Admission • Update Client Data • NX
  • Client Charge Input - Duration
    Client Charge Input functionality has been updated to ensure that the Duration is calculated correctly when using Site Specific Treatment Integer fields.
Included Updates
None
Product Update Description
An issue where the duration field in the form 'Client Charge Input' is being improperly calculated is resolved.
Topics
• Client Charge Input • Site Specific Section Modeling • NX
  • File Import - Service Fee/Cross Reference
    An issue has been resolved to ensure that records are not rejected if the Duration Range field contains a range with the same from/through value.
Included Updates
3
Product Update Description
The issue where the uploading a Service Fee/Cross Reference file in the 'File Import' form will result in the record being rejected if the Duration Range field contains a range with the same from/through value is corrected in Avatar Cal-PM.
Topics
• Service Fee/Cross Reference Maintenance • File Import • NX
  • Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' Form
    The Avatar Cal-PM 'Service Fee/Cross Reference Maintenance' form is updated to support unit calculation overrides for service codes with user-defined fees.
    The 'User Defined Fee Unit' field is added to the 'Service Fee/Cross Reference Maintenance' form ('Service Fee Maintenance' section). The 'User Defined Fee Unit' field will allow users the ability to override default unit calculation logic for user defined fee service codes. Additionally, the existing field 'Unit' is renamed to 'Fixed Fee Unit' on the 'Service Fee/Cross Reference Maintenance' form ('Service Fee Maintenance' section). The Avatar Cal-PM File Import format for 'Service Fee/Cross Reference' file type has also been updated to include the 'User Defined Fee Unit' field.
Included Updates
3, 16
Product Update Description
The 'User Defined Fee Unit' field is added to the 'Service Fee/Cross Reference Maintenance' form (Service Fee Maintenance section) to allow override default unit calculation logic for user defined fee service codes. Additionally, the existing field 'Unit' is renamed to 'Fixed Fee Unit' on the 'Service Fee/Cross Reference Maintenance' form (Service Fee Maintenance section).
Topics
• Service Fee/Cross Reference Maintenance • File Import • NX • Client Charge Input • Edit Service Information • Scheduling Calendar • Electronic Billing • 837 Professional • 837 Institutional
  • CSI Submission - Compile CSI Data
    Resolves an issue to ensure that the CSI Submission completes successfully while compiling CSI data.
Included Updates
None
Product Update Description
An issue is resolved where the error 'CALCSICUSTS *DIAGX () SUBSCRIPT 1 IS **' may occur during CSI Submission Compile.
Topics
• Database Management
  • Service Codes - 'Clinic Hours' field
    The 'Clinic Hours' field is added to the 'Service Codes' form. The 'Service Code Upload Process' form is updated accordingly.
  • CSI Submission - Service Codes
    A new field, ‘Report to CSI’, has been added to the ‘Service Codes’ form.
  • Service Codes - 'Available Electronic Visit Verification Tasks' field
    The 'Available Electronic Visit Verification Tasks' field is added to the 'Service Codes' form. The 'Service Code Upload Process' form is updated accordingly.
  • Service Codes - 'Always Allow Overbooking' field
    The 'Always Allow Overbooking' field is added to the 'Service Codes' form. The 'Service Code Upload Process' form is updated accordingly.
Included Updates
3, 11, 16, 17
Product Update Description
The following changes are made: 1) The new fields 'Clinic Hours', 'Always Allow Overbooking' and 'Available Electronic Visit Verification Tasks' are added to the 'Service Codes' form. 2) The new field 'Report to CSI' is added to the form 'Service Codes' to designate whether an individual service code should report as part of the CSI Submission. 3) The 'Service Code Upload Process' form is updated to support the new fields. Please note: If no custom modifications were made, form designer changes will also be applied to the 'Service Codes' form.
Topics
• Service Codes • CSI Assessment • NX • CSI Submission
  • 837 Billing - Primary / Add-On Services
    The 837 bills are modified to always include primary and associated add-on services in the same claim.
Included Updates
None
Product Update Description
The 837 bills are modified to always include primary and associated add-on services in the same claim.
Topics
• 837 Professional • NX • 837 Institutional
  • Daylight Savings - Timestamps
    Ensure timestamps are generated with the correct time zone offset when the date and time cross the daylight savings time boundary.
Included Updates
None
Product Update Description
An issue where timestamps may be generated with the incorrect offset if the date and time cross the daylight saving time boundary is resolved.
Topics
• Admission • CareFabric Monitor • Discharge • Diagnosis
  • Avatar Cal-PM 'Cal-OMS Admission' Form
    An issue is resolved to ensure that the Avatar Cal-PM 'Cal-OMS Admission' form is successfully opened from pre-display.
Included Updates
3, 16
Product Update Description
An issue is resolved where the error '[CLASS DOES NOT EXIST] Predisplay + 6^CALOMSAdmProcs1 *SYSTEM.RadPlusSystemCodes' could occur when opening the Cal-OMS Admission form.
Topics
• Cal-Oms Admission • NX
  • Client display in 'Recent Clients' list, 'Search Clients' list, and 'Client Header'
    Ensure client names are displayed correctly in the 'Recent Clients' list, 'Search Clients' list, and 'Client Header'.
Included Updates
None
Product Update Description
An issue is resolved where the 'Recent Clients', 'Search Clients' and 'Client Header' features were displaying client's previous name for the records that were imported via HL7 interface.
Topics
• Update Client Data • Client Header
  • Program Maintenance - Assignment of Subscriber MEDS ID#
    Program Maintenance functionality has been modified to add a new field to form' new field 'Assign Subscriber Meds ID#'.
    The new field works in conjunction with the 'Enable 'Subscriber MEDS ID#' Assignment' registry setting.
Included Updates
3, 11, 16, 17, 21, 26
Product Update Description
Added a new field 'Assign Subscriber Meds ID#' to the form 'Program Maintenance' to control if a specific program should default MEDS ID# into the Financial Eligibility information of their Medi-Cal subscribers when using the 'California MEDS File Load' form.
Topics
• Registry Settings • Program Maintenance • NX • File Import • Financial Eligibility • Web Services
  • File Import - Payment Adjustment Posting
    Improvements have been made to the File Import - Payment Adjustment Posting functionality
Included Updates
None
Product Update Description
An issue is resolved where users are not being alerted when a posting will not occur for the 'File Import -Payment Adjustment Posting'.
Topics
• File Import • NX
  • Database Management - Tables
    A new property 'FAMID' has been added to the 'SYSTEM.patient_current_demographics' table, which contains the most recently modified family ID associated with 'PATID'.
  • Database Management - tables
    1. The property 'gender_identity_code' has had its maximum length increased to 20 in the 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history' tables. 2) The property 'gender_identity_value' has had its maximum length increased to 60 in 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'TID'.
Included Updates
13
Product Update Description
The following changes are made: 1) The property 'gender_identity_code' has had its maximum length increased to 20 in the 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history' tables. 2) The property 'gender_identity_value' has had its maximum length increased to 60 in 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'. 3) A new property 'FAMID' has been added to the 'SYSTEM.patient_current_demographics' table, which contains the most recently modified family ID associated with 'PATID'.
Topics
• Family Registration • NX • Pre Admit • Admission • Admission (Outpatient) • Client Management • Update Client Data • Discharge • Pre Admit Discharge • Database Management
  • Delete MHSA XML Submitted File(s)
    Functionality has been updated to successfully process files that are submitted for deletion.
Included Updates
None
Product Update Description
The issue is resolved where an error "Error code 10156: [UNDEFINED]Submit+13^MHSAXMLCompile03" occurs when attempting to delete a submitted MHSA XML file after deleting the Partnership Assessment file.
Topics
• NX • MHSA Assessment
 

Avatar_Cal-PM_2023_Quarterly_Release_2023.02_Details.csv