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Avatar Cal-PM 2023 Quarterly Release 2023.03 Details


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
  • Avatar Cal-PM 'Cal-OMS Discharge' and 'Cal-OMS Annual Update' Forms
    New fields are added to 'Cal-OMS Discharge' and 'Cal-OMS Annual Update' forms if the 'Enable LA County Reporting Requirements' Registry Setting is enabled.
    The following fields are added to 'Cal-OMS Discharge' and 'Cal-OMS Annual Update' ('Family/Social Data' section) forms if the Avatar Cal-PM 'Enable LA County Reporting Requirements' Registry Setting is enabled: * 'If yes, what is the permanent housing arrangement?' * 'Specify Other' * 'Zip Code' These fields allow for capture of additional information related to the existing 'Has the client been linked to a stable housing during treatment?' field. In addition, the Cal-OMS File Import is updated to support these fields.
Included Updates
3
Product Update Description
New fields are added to 'Cal-OMS Discharge' (Family/Social Data) and 'Cal-OMS Annual Update' (Family/Social Data) if the 'Enable LA County Reporting Requirements' registry setting is enabled.

Topics
• Cal-OMS • NX • Registry Settings • Web Services
  • 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
  • Console Widget Viewer
    The 'Diagnosis' and 'Return From Leaves' forms can be accessed from the Console Widget Viewer.
Included Updates
None
Product Update Description
The 'Console Widget Viewer' is enhanced for the 'Diagnosis' and 'Return From Leaves' forms.

Topics
• Console Widget • NX
  • Service Fee/Cross Reference Maintenance - Practitioner Category
    An issue is resolved to ensure that Practitioner Category codes that contain more than five characters can be selected and processed correctly, and previously filed Practitioner Category codes are retained.
  • Financial Eligibility - Guarantor Selection
    An issue is resolved to ensure that the subsequent Guarantor Plan is not removed in the 'Financial Eligibility' form (Guarantor Selection section) after selecting a guarantor.
Included Updates
3, 11, 16, 17, 21, 26, 28
Required Updates
Avatar Cal-PM 2023 Update 17
Product Update Description
The following issues are resolved: 1) Avatar is cutting off the Practitioner Category code in 'Service Fee/Cross Reference Maintenance' form at 5 digits. Any existing fee entries filed with an invalid practitioner category code is deleted. 2) Subsequent Guarantor Plan is removed in the 'Financial Eligibility' form (Guarantor Selection section) after selecting a guarantor.

Topics
• Service Fee/Cross Reference Maintenance • NX • Financial Eligibility
  • Inhibit Billing
    An issue is resolved to ensure that the 'Inhibit Billing By Reason' and 'File Import - Client Charge Input' forms file successfully upon submission.
Included Updates
None
Product Update Description
An issue is resolved where filing the 'Inhibit Billing By Service' form when selecting an 'Inhibit Reason', or filing 'File Import: Client Charge Input' when using the 'Billable (Inhibit Billing)' field to inhibit, may fail to file successfully or encounter an error during processing.

Topics
• Inhibit Billing • File Import
  • AR Console - Claim Follow-Up Entry
    Resolves an issue to ensure that the 'Services' and 'Claim Follow-Up Notes' fields are auto defaulted in the 'Claim Follow-Up Entry' tab based on the client/claim selected in the 'AR List' tab.
Included Updates
None
Product Update Description
An issue is resolved where the 'Claim Follow-Up Entry' section of the 'AR Console' may not default data correctly.

Topics
• Accounts Receivable Management • NX
  • 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
  • 'Electronic Billing' Support for Services Originating in Avatar MSO
    The Avatar Cal-PM Electronic Billing 837 compile process is updated to include the MSO service code in the 2430-SVD-03 segment for services originating in Avatar MSO with Other Healthcare Coverage information.
  • 'Client Ledger' Support for Services Originating in Avatar MSO
    The Avatar Cal-PM 'Client Ledger' form and report are updated to display the Avatar MSO 'Allowed Amount' as cost of service for services originating in Avatar MSO with Other Healthcare Coverage information.
Included Updates
None
Product Update Description
The following modifications are made: 1) The Client Ledger report is updated to show the MSO Allowed Amount for services originating from MSO with Other Healthcare Coverage. 2) The Electronic Billing 837 compile process is updated to include the MSO service code in the 2430-SVD-03 segment.

Topics
• Electronic Billing • Claims Processing • NX • Client Ledger
  • CPT Code Definition
    The CPT Code Definitions are updates to included the latest AMA codes.
Included Updates
None
Product Update Description
Avatar Cal-PM is enhanced with the AMA provided list of CPT codes for 2023. Any CPT codes that already exist within Avatar Cal-PM will be updated only if no client customization has been done.

Topics
• CPT Codes
  • 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
  • Avatar Cal-PM 'Enable CalAIM BH Payment Reforms' Registry Setting
    Registry Setting 'Enable CalAIM BH Payment Reforms' is added to Avatar Cal-PM.
    The Avatar Cal-PM 'Enable CalAIM BH Payment Reforms' Registry Setting allows for the logic enabled through the 'Use the Medi-Cal Fee as The Usual & Customary Fee' and 'Enable SD/MC Minute to Unit Override' Registry Settings to no longer be evaluated for dates of service on or after the date specified.
Included Updates
3, 5, 11, 16, 17, 21, 26, 28
Product Update Description
Registry Setting 'Enable CalAIM BH Payment Reforms' is added to Avatar Cal-PM. This allows for the logic enabled through the 'Use the Medi-Cal Fee as The Usual & Customary Fee' and 'Enable SD/MC Minute to Unit Override' Registry Settings to no longer be evaluated for dates of service on or after the date specified.

Topics
• Registry Settings • Electronic Billing • NX • CalAIM Billing • Client Charge Input • Progress Notes • Scheduling Calendar
  • Cal-OMS Discharge
    Functionality for the Cal-OMS Discharge form has been updated to not allow the selection of 'Client unable to answer' in the 'Mental Health Medication In The Last 30 Days' unless the Cal-OMS Type of Service is "Nonresidential/Outpatient Detoxification" (3), "Residential Detoxification (hospital)" (4), or "Residential Detoxification (non-hospital)" (5), or 'Disability' on the corresponding Cal-OMS Admission form is "Developmentally Disabled".
Included Updates
None
Product Update Description
For LASAPC systems with multiple Cal-OMS admissions enabled, the 'Cal-OMS Discharge' form (Mental Illness section), field 'Mental Health Medication In The Last 30 Days' (Mental Illness section) is modified to not allow "Client unable to answer" to be selected unless the Cal-OMS Type of Service is "Nonresidential/Outpatient Detoxification" (3), "Residential Detoxification (hospital)" (4), or "Residential Detoxification (non-hospital)" (5), or 'Disability' on the corresponding Cal-OMS Admission form is "Developmentally Disabled".

Topics
• Cal-OMS
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
    The 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' has been modified to ensure that the correct fee is calculated when the 'Service Fee/Cross Reference Maintenance' form fee definition is based on duration range.
Included Updates
None
Product Update Description
The issue is resolved where the roll-up service posted via the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form might have incorrect fee if the fee definition in the 'Service Fee/Cross Reference Maintenance' form is based on duration range.

Topics
• Roll-Up Service Definition • Compile/Edit/Post/Unpost Roll-up Services Worklist • NX
  • Facility Defaults - CarePathways Configuration
    Resolves an issue to ensure that the 'CarePathways Configuration' gets hidden or shown properly based on the value selected in the 'Enable CarePathways Benchmarking and Analytics' registry setting.
Included Updates
None
Product Update Description
An issue in the 'Facility Defaults' form is resolved where the 'CarePathways Configuration' section still displays on the form when disabling the 'Enable CarePathways Benchmarking and Analytics' registry setting.

Topics
• Facility Defaults
  • Service Codes - Use Site or Service Based Appointment Color Coding
    The 'Service Codes' form will be enhanced in future functionality to support capturing color-coding data to use as shading on the appointment card for client-based, group, and staff-only appointments. Each type of appointment will be designated via a separate text field.
    The following fields will be added to the 'Service Code' form: 'Client/Staff Appointment Color', 'Group Appointment Color', 'Staff-Only Appointment Color'.
Included Updates
3, 5, 7, 8, 11, 16, 17, 21, 26, 28, 32, 39
Product Update Description
Avatar Cal-PM is prepared for future functionality.

Topics
• Service Codes • NX • Registry Settings
  • ProviderConnect Enterprise - 'Sexual Orientation' data
    Ensure the ability to send 'Sexual Orientation' data via ProviderConnect Enterprise.
Included Updates
None
Product Update Description
An issue is resolved where the 'Sexual Orientation' field failed to update properly when sending data via ProviderConnect Enterprise.

Topics
• Update Client Data • Admission
  • Avatar Cal-PM - Support for Mobile CareGiver+
    The 'Enable Client Alternate Addresses' registry setting is added. When enabled, a new form 'Client Alternate Addresses' will be added to the user menu. In addition, the 'Place Of Service (Mobile CareGiver+)' extended dictionary element is added to the 'Location' dictionary.
    Please note: Avatar Appointment Scheduling 2023 Update 15 and Avatar CareFabric 2023 Update 26 are required for full functionality.
Included Updates
3, 8, 11, 16, 17, 21, 26, 28
Additional Requirements
Avatar Appointment Scheduling 2023 Update 15
Avatar CareFabric 2023 Update 26
Product Update Description
The following changes are made: 1) The new registry setting 'Enable Client Alternate Addresses' is added. 2) The new extended dictionary 'Place Of Service (Mobile CareGiver+)' is added under the 'Location' dictionary.

Topics
• Registry Settings • Client Alternate Addresses • Dictionary
  • 'External Documents' widget
    The 'External Documents' widget is modified for the following: * The search process is modified to support searching networks granted in the 'Consent for Access' form when the 'Opt In' consent model is used and 'Carequality' is not enabled. * The search process is also modified to support searching organizations granted in the 'Consent for Access' form when 'Carequality' is enabled. * The 'Organization' column is modified to support long organization names.
    In addition, an issue is resolved that may occur when printing the 'Network (36020)' dictionary in 'Dictionary Update'.
  • Diagnosis - 'Default 'Add To Problem List' to "Yes" on New Diagnosis' registry setting
    Ensure the 'Add To Problem List' field is only saved as "Yes" for active diagnosis records entered when the registry setting 'Default 'Add To Problem List' to "Yes" on New Diagnosis' is enabled.
Included Updates
2
Product Update Description
The following changes are made to the 'External Documents' widget: 1) The 'Organization' column is modified to support long organization names. 2) The search process is modified to support searching networks granted in the 'Consent for Access' form when 'Opt In' consent model is used and 'Carequality' is not enabled. 3) The search process is modified to support searching organizations granted in the 'Consent for Access' form when 'Carequality' is enabled. In addition, the following issues are resolved: 1) The error '[UNDEFINED]PFIELD2^GUIRCO1' that occurs when printing the 'Client #36020' dictionary. 2) The issue where the 'Add To Problem List' field is saved as "Yes" when an inactive diagnosis record is entered when the registry setting 'Default 'Add To Problem List' to "Yes" on New Diagnosis' is enabled.

Topics
• Carequality • External Document Widget • Query/Reporting • Diagnosis • Registry Settings • Problem List
  • Service Code Upload Process
    Functionality for the 'Service Code Upload Process' has been modified to allow only alphanumeric characters in the ;Service Code'.
Included Updates
3, 5, 8, 11, 16, 17, 21, 26, 28, 32, 39, 45
Product Update Description
The 'Service Code' validation in the 'Service Code Upload Process' form is modified to allow only alphanumeric characters.

Topics
• Spreadsheet Remittance Posting • Service Codes
  • 'CareConnect Inbox' - Referrals
    Ensure the ability to generate referrals via 'CareConnect Inbox'.
Included Updates
None
Product Update Description
An error "[SUBSCRIPT]setXMLFromData+31^HRADReferralsAPI2 ^RADplusA(1,"")" in form 'CareConnect Inbox' that prevents users from creating referrals is resolved.

Topics
• CareConnect Inbox
  • Avatar Cal-PM - support for Integrated eSignature functionality
    The 'Consent On File For Use of Integrated eSignature' field is added to the following forms: -Admission -Admission (Outpatient) -Update Client Data -Discharge -Pre Admit -Pre Admit Discharge -Call Intake
    The 'SYSTEM.patient_current_demographics' SQL table, 'SYSTEM.patient_demographic_history' SQL table, Client Admission web service, and Client Demographics web service are updated accordingly.
  • 'Outbound Referral History' form
    Ensure the 'Referrals' grid loads data as expected in the 'Outbound Referral History' form.
Included Updates
3, 5, 7, 8, 11, 13, 16, 17, 21, 26, 28, 32, 38, 39, 45, 52
Product Update Description
The new field 'Consent On File For Use of Integrated eSignature' is added to the 'Admission' and 'Update Client Data' forms. The SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.patient_demographic_history', Client Admission and Client Demographics web services are updated accordingly.

Topics
• Admission • Update Client Data • Admission (Outpatient) • Discharge • Pre Admit • Pre Admit Discharge • Call Intake • Web Services • Outbound Referral History
  • File Import - Service Guarantor Definition
    The File Import - Service Guarantor Definition functionality has been modified to ensure that duplicate records are not created.
    Service Guarantor Definitions File Import
Included Updates
3, 5, 7, 8, 11, 13, 16, 17, 21, 26, 28, 32, 38, 39, 43, 45, 52, 54
Product Update Description
The issue is resolved where importing a Service Guarantor Definitions file via the 'File Import' form might create duplicate records in the SYSTEM.billing_tx_max_liab_by_guar table.

Topics
• File Import
  • 'Task Scheduler Status' widget
    The 'Task Scheduler Status' widget is updated to display a tasks last run start/end date and time.
Included Updates
None
Product Update Description
Updated the 'Task Scheduler Status' widget to display a task's last run start/end date and time.

Topics
• System Task Scheduler • Widgets
  • Electronic Billing - Error Report
    The 'Electronic Billing' error report functionality has been modified to ensure that programs a client is not enrolled in do not display.
Included Updates
None
Product Update Description
The issue where the 'Electronic Billing' error report was showing a program that the client is not admitted to is resolved.

Topics
• Electronic Billing • NX
  • Avatar Cal-PM Sub-System Code Program Restrictions
    An issue is resolved to ensure that Admissions/Episodes for invalid programs are not available for selection in the Pre-Display of the Avatar Cal-PM 'Admission' forms in sub-system codes with no valid programs defined/associated.
Included Updates
3, 5, 7, 8, 11, 13, 16, 17, 21, 26, 28, 32, 38, 39, 43, 45, 52, 54
Product Update Description
An issue is resolved where the admission episodes for invalid programs were available for selection in the Pre-Display of the 'Admission' forms in sub system codes with no valid programs.

Topics
• Admission • Sub-System Code • NX
  • The 'ClientPreAdmitDischarge' web service
    The 'ClientPreAdmitDischarge' web service is updated for future functionality.
Included Updates
None
Product Update Description
"ClientPreAdmitDischarge" web services is updated to support future functionality.

Topics
• Discharge • Web Services • Pre Admit Discharge • CareFabric
  • 'Electronic Billing' Support for Services Originating in Avatar MSO
    An issue is resolved in the Avatar Cal-PM Electronic Billing 837 compile process to ensure that the 2430-SVD-03 segment includes the correct service code for services originating in Avatar MSO with Other Healthcare Coverage information.
Included Updates
36
Product Update Description
An issue is resolved in the Electronic Billing 837 compile process where the 2430-SVD-03 segment would not display the correct MSO service code.

Topics
• Electronic Billing • Claims Processing • NX
  • File Import - Client Charge Input
    Functionality for File Import - Client Charge Input has been modified to allow multiple Add-On service codes.
Included Updates
3, 5, 7, 8, 11, 13, 16, 17, 21, 26, 28, 32, 38, 39, 43, 45, 52, 54, 56, 61
Product Update Description
The file import process for 'Client Charge Input' is updated to support multiple add-on codes.

Topics
• Client Charge Input • File Import • NX • 837 Professional
  • SQL Table Validation - SYSTEM.view_episode_summary_admit table
    Resolves an issue to ensure that the 'c_date_of_birth' column of the SYSTEM.view_episode_summary_admit table displays NULL value when the date of Birth field is blank for the client's admission.
Included Updates
3, 5, 7, 8, 11, 13, 16, 17, 21, 26, 28, 32, 38, 39, 43, 45, 52, 54, 56, 61, 65
Product Update Description
The error 'Error in assignment', which may occur where querying the 'SYSTEM.view_episode_summary_admit' table, is resolved.

Topics
• Admission • Admission (Outpatient) • Database Tables • NX • Pre Admit
  • 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_2023.03_Details.csv