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Avatar Cal-PM 2023 Update 21

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Product Requirements / Recommendations

Avatar Cal-PM required
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Recommended Update Level

Avatar Appointment Scheduling 2022 Update 27
Avatar CareFabric 2022 Update 89

Product Update Form 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.

Included Updates

3, 11, 16, 17

Required Updates

None

Details
NEW4 CHANGED0 FIXED0
New (4)
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.
Value Added: Support for Clinic Hours and Waiting Room functionalities
Topics
• Service Codes
 
CSI Submission - Service Codes
A new field, ‘Report to CSI’, has been added to the ‘Service Codes’ form.
Value Added: Allows users to define Service Codes that they want reported with CSI data.
Topics
• CSI Assessment • CSI Submission • NX • Service Codes
 
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.
Value Added: Support for Mobile CareGiver+
Topics
• Service Codes
 
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.
Value Added: Support for Clinic Hours and Waiting Room functionalities
Topics
• Service Codes
 
Acceptance Tests
AV-78457 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
  • Crystal Report Viewer
  • Service Code Upload Process
Scenario 1: 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
  1. Access the 'Service Code Upload Process' form.
  2. Enter "File A" in the 'Filename' field.
  3. Select "Compile" in the 'Compile Or Post' field.
  4. Select "No" in the 'Override Existing Service Codes' field.
  5. Click [Submit].
  6. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  7. Click [OK] and leave the form opened.
  8. Select "Post" in the 'Compile Or Post' field.
  9. Click [Submit].
  10. Validate a message is displayed stating: Posting completed.
  11. Click [OK] and close the form.
  12. Access the 'Service Code Upload Accepted Codes' form.
  13. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  14. Click [Process].
  15. Validate "File A" contents are displayed in the report.
  16. Validate the 'Clinic Hours' field is populated with the value defined in the file.
  17. Validate the 'Always Allow Overbooking' field is populated with the value defined in the file.
  18. Close the report and the form.
  19. Access the 'Service Codes' form.
  20. Select "Edit" in the 'Add New Or Edit Existing' field.
  21. Select the service code uploaded in the previous steps in the 'Service Code' field.
  22. Validate 'Clinic Hours' field contains the uploaded value.
  23. Validate 'Always Allow Overbooking' field contains the uploaded value.
  24. Validate all other information displays as expected.
  25. Close the form
  26. Access Crystal Reports or other SQL reporting tool.
  27. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  28. Validate a row is displayed for the service code uploaded in the previous steps.
  29. Validate the 'clinic_hours_code' field contains the uploaded value.
  30. Validate the 'clinic_hours_value' field contains the uploaded value.
  31. Validate the 'alwoverbook_code' field contains the uploaded value.
  32. Validate the 'alwoverbook_value' field contains the uploaded value.
  33. Close the report.
Scenario 2: 'Service Codes' - Add a Provider Only Service Code
Specific Setup:
  • Must have access to Crystal Reports or other SQL Reporting Tool.
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" in the 'Add New Or Edit Existing' field.
  3. Validate the 'Clinic Hours' field is displayed and disabled.
  4. Validate the 'Always Allow Overbooking' field is displayed and disabled.
  5. Populate the required and desired fields.
  6. Select "Provider" in the 'Service Required By' field.
  7. 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.
  8. Select "Yes" in the 'Clinic Hours' field.
  9. Validate the 'Always Allow Overbooking' field is now enabled. Note: this field will only be enabled when "Yes" is selected for 'Clinic Hours'.
  10. Select "Yes" in the 'Always Allow Overbooking' field.
  11. Click [Submit].
  12. Access Crystal Reports or other SQL reporting tool.
  13. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table.
  14. Validate a row is displayed for the service code filed in the previous steps.
  15. Validate the 'clinic_hours_code' field contains "Y".
  16. Validate the 'clinic_hours_value' field contains "Yes".
  17. Validate the 'alwoverbook_code' field contains "Y".
  18. Validate the 'alwoverbook_value' field contains "Yes".
  19. Access the 'Service Codes' form.
  20. Select "Edit" in the 'Add New Or Edit Existing' field.
  21. Select the service code filed in the previous steps.
  22. Validate "Yes" is selected in the 'Clinic Hours' field.
  23. Select "No" in the 'Always Allow Overbooking' field.
  24. Click [Submit].
  25. Access Crystal Reports or other SQL reporting tool.
  26. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table.
  27. Validate the 'alwoverbook_code' field contains "N".
  28. Validate the 'alwoverbook_value' field contains "No".
  29. Close the report.
Topics
• Service Codes
AV-80719 Summary | Details
CSI Submission - Service Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Charge Input
  • Client Ledger
  • Crystal Report Viewer
  • CSI Admission
  • CSI Assessment
  • CSI Submission
  • Diagnosis
  • Dynamic Form - Individual Cash Posting - Information
  • Financial Eligibility
  • Program Maintenance
  • Service Fee/Cross Reference Maintenance
  • User Definition
  • Service Code Upload Accepted Codes (2)
  • 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
  1. Open the 'CSI Assessment' form for the client identified in the setup.
  2. Select the desired episode in the Pre-Display
  3. Click [OK].
  4. Set the 'Assessment Appointment First Offer Date' field to the desired date in the future.
  5. Set the 'Assessment Appointment Accepted Date' field to the desired date.
  6. Set the 'Assessment Start Date' to desired value.
  7. Set the 'Treatment Appointment First Offer Date' field to the desired date in the future.
  8. Set the 'Treatment Appointment Accepted Date' field to the desired date.
  9. Select desired value from the 'Closure Reason' list field. Note the entire value.
  10. Set the 'Closed Out Date' field to desired date.
  11. Click [Submit].
  12. Open the 'Crystal Report' or any other SQL data viewer.
  13. Query the 'system.assessment_ca_csi_data' SQL table.
  14. Locate the client from above step.
  15. Verify the entire value selected in the 'Closure Reason' field is displays in the 'closure_reason_value' field.
  16. Open the 'CSI Submission' form.
  17. Select 'Compile' in the 'Option' field. This file includes all clients who have been admitted in the CSI Admission form.
  18. Verify that the 'From Date' displays one of the following:
  19. The through date of the last submitted CSI file.
  20. The date the file was compiled.
  21. The date (From Date field) of the file selected in the Select File to Print/Submit field.
  22. 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.
  23. Submit the file.
  24. Verify that the submitting has been completed successfully.
  25. Select 'Submit' option to create the CSI file.
  26. Select the CSI file in the 'Select File to Print/Submit' field.
  27. Select 'Review' to create a CSI file in the 'Create File' field.
  28. Select 'Submit' to create the CSI file.
  29. The form will be filed, and a dialog will display the file name and storage location.
  30. Review the located CSI Submission file.
  31. Verify the CSI Assessment record is included.
  32. Verify that Service Code 1 is reported.
  33. Close the CSI Submission file.
Scenario 2: Cal-PM - Service Codes validation
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" from the 'Add New Or Edit Existing' field.
  3. Enter the desired value in the 'New Service Code' field.
  4. Fill out all required fields, selecting a value of "Yes" in 'Is this Service A Visit'.
  5. Validate a value of "No" defaults in the 'Should This Visit Be Included on the CCD?' field.
  6. Set "Is this an ODS Group Service?" to "No".
  7. Click [File Service Code].
  8. Select "Edit" in the 'Add - Add New Or Edit Existing' field.
  9. Enter the service code added in the previous steps in the 'Service Code' field.
  10. Validate all the fields selected in the previous steps are populated.
  11. Select "Yes" in the 'Should This Visit Be Included On The CCD?' field.
  12. Select "Yes" in the "Is this an ODS Group Service?".
  13. Click [File Service Code].
  14. Select the 'Service Code Report' section.
  15. Select "Individual" in the 'Individual or All Service Codes' field.
  16. Enter the service code added in the previous steps in the 'Service Code' field.
  17. Click [Display Service Codes].
  18. Verify the 'Service Code List' report is displayed.
  19. Validate the 'Service Code List' report displays all information filed for the service code in the previous steps.
  20. Validate the 'Service Code List' report contains "Should This Visit Be Included On The CCD?: Yes".
  21. Validate the "Service Code List" report contains "Is this an ODS Group Service?".
  22. Click [Dismiss] and close the form.
  23. Access Crystal Reports or other SQL Reporting tool.
  24. Select the PM namespace.
  25. Create a report using the 'billing_tx_master_table' table.
  26. Validate a row is displayed for the service code added in the previous steps.
  27. Validate the 'SERVICE_CODE' field contains the service code added in the previous steps.
  28. Validate the 'incl_visit_in_CCD_code' field contains "Y".
  29. Validate the 'incl_visit_in_CCD_value' field contains "Yes".
  30. Validate the 'ods_grp_svc_code' field contains "Y".
  31. Validate the'ods_grp_svc_value' field contains "Yes".
  32. 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
  1. Access the 'Service Code Upload Process' form.
  2. Enter "File A" in the 'Filename' field.
  3. Select "Compile" in the 'Compile Or Post' field.
  4. Select "No" in the 'Override Existing Service Codes' field.
  5. Click [Submit].
  6. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  7. Click [OK].
  8. Select "Post" in the 'Compile Or Post' field.
  9. Click [Submit].
  10. Validate a message is displayed stating: Posting completed.
  11. Click [OK] and close the form.
  12. Access the 'Service Codes' form.
  13. Select "Edit" in the 'Add New Or Edit Existing' field.
  14. Select the service code uploaded in the previous steps in the 'Service Code' field.
  15. Validate the 'Report to CSI' field contains "Yes".
  16. Validate all other information displays as expected.
  17. Close the form
  18. Access the 'Service Code Upload Accepted Codes' form.
  19. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  20. Click [Process].
  21. Validate "File A" contents are displayed in the report.
  22. Validate the 'Report to CSI' field contains "Yes".
  23. Close the report and the form.
  24. Access Crystal Reports or other SQL reporting tool.
  25. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  26. Validate a row is displayed for the service code uploaded in the previous steps.
  27. Validate the 'report_to_csi_code' field contains "Y"
  28. Validate the 'report_to_csi_value' field contains "Yes".
  29. Close the report.
  30. Access the 'Service Code Upload Process' form.
  31. Enter "File B" in the 'Filename' field.
  32. Select "Compile" in the 'Compile Or Post' field.
  33. Select "No" in the 'Override Existing Service Codes' field.
  34. Click [Submit].
  35. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  36. Click [OK].
  37. Select "Post" in the 'Compile Or Post' field.
  38. Click [Submit].
  39. Validate a message is displayed stating: Posting completed.
  40. Click [OK] and close the form.
  41. Access the 'Service Codes' form.
  42. Select "Edit" in the 'Add New Or Edit Existing' field.
  43. Select the service code uploaded in the previous steps in the 'Service Code' field.
  44. Validate the 'Report to CSI' field contains "No".
  45. Validate all other information displays as expected.
  46. Close the form
  47. Access the 'Service Code Upload Accepted Codes' form.
  48. Select "File B" in the 'Select Desired Service Code Import File Name' field.
  49. Click [Process].
  50. Validate "File B" contents are displayed in the report.
  51. Validate the 'Report to CSI' field contains "No".
  52. Close the report and the form.
  53. Access Crystal Reports or other SQL reporting tool.
  54. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  55. Validate a row is displayed for the service code uploaded in the previous steps.
  56. Validate the 'report_to_csi_code' field contains "N"
  57. Validate the 'report_to_csi_value' field contains "No".
  58. Close the report.
  59. Access the 'Service Code Upload Process' form.
  60. Enter "File C" in the 'Filename' field.
  61. Select "Compile" in the 'Compile Or Post' field.
  62. Select "No" in the 'Override Existing Service Codes' field.
  63. Click [Submit].
  64. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  65. Click [OK].
  66. Select "Post" in the 'Compile Or Post' field.
  67. Click [Submit].
  68. Validate a message is displayed stating: Posting completed.
  69. Click [OK] and close the form.
  70. Access the 'Service Codes' form.
  71. Select "Edit" in the 'Add New Or Edit Existing' field.
  72. Select the service code uploaded in the previous steps in the 'Service Code' field.
  73. Validate the 'Report to CSI' field does not contain a value.
  74. Validate all other information displays as expected.
  75. Close the form
  76. Access the 'Service Code Upload Accepted Codes' form.
  77. Select "File C" in the 'Select Desired Service Code Import File Name' field.
  78. Click [Process].
  79. Validate "File C" contents are displayed in the report.
  80. Validate the 'Report to CSI' field does not contain a value.
  81. Close the report and the form.
  82. Access Crystal Reports or other SQL reporting tool.
  83. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  84. Validate a row is displayed for the service code uploaded in the previous steps.
  85. Validate the 'report_to_csi_code' field contains "NULL"
  86. Validate the 'report_to_csi_value' field contains "No Entry".
Topics
• CSI Assessment • CSI Submission • NX • Service Codes
AV-82232 Summary | Details
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:
  • Dictionary Update (PM)
  • Service Codes
  • Crystal Report Viewer
  • 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
  1. Access the 'Service Codes' form.
  2. Select "Add" in the 'Add New Or Edit Existing' field.
  3. Validate the 'Available Electronic Visit Verification Tasks' field is displayed and disabled.
  4. Populate the required and desired fields.
  5. Select "Yes" in the 'Does Service Code Require Electronic Visit Verification' field.
  6. Validate the 'Available Electronic Visit Verification Tasks' field is now enabled.
  7. Select the desired value(s) in the 'Available Electronic Visit Verification Tasks' field.
  8. Click [Submit].
  9. Access Crystal Reports or other SQL reporting tool.
  10. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table.
  11. Validate a row is displayed for the service code filed in the previous steps.
  12. Validate the 'evv_tasks_code' field contains the code(s) associated to the task(s) selected in the previous steps.
  13. Validate the 'evv_tasks_value' field contains the value(s) selected in the previous steps.
  14. Access the 'Service Codes' form.
  15. Select "Edit" in the 'Add New Or Edit Existing' field.
  16. Select the service code filed in the previous steps.
  17. Select any new value(s) in the 'Available Electronic Visit Verification Tasks' field.
  18. Click [Submit].
  19. Access Crystal Reports or other SQL reporting tool.
  20. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table.
  21. Validate the 'evv_tasks_code' field contains the updated code(s) associated to the task(s) selected in the previous steps.
  22. Validate the 'evv_tasks_value' field contains the updated value(s) selected in the previous steps.
  23. 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
  1. Access the 'Service Code Upload Process' form.
  2. Enter "File A" in the 'Filename' field.
  3. Select "Compile" in the 'Compile Or Post' field.
  4. Select "No" in the 'Override Existing Service Codes' field.
  5. Click [Submit].
  6. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  7. Click [OK].
  8. Select "Post" in the 'Compile Or Post' field.
  9. Click [Submit].
  10. Validate a message is displayed stating: Posting completed.
  11. Click [OK] and close the form.
  12. Access the 'Service Code Upload Accepted Codes' form.
  13. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  14. Click [Process].
  15. Validate "File A" contents are displayed in the report.
  16. Validate the 'Available Electronic Visit Verification Tasks' field is populated with the value(s) defined in the file.
  17. Close the report and the form.
  18. Access the 'Service Codes' form.
  19. Select "Edit" in the 'Add New Or Edit Existing' field.
  20. Select the service code uploaded in the previous steps in the 'Service Code' field.
  21. Validate the 'Available Electronic Visit Verification Tasks' field contains the uploaded value(s).
  22. Validate all other information displays as expected.
  23. Close the form
  24. Access Crystal Reports or other SQL reporting tool.
  25. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  26. Validate a row is displayed for the service code uploaded in the previous steps.
  27. Validate the 'evv_tasks_code' field contains the uploaded value(s).
  28. Validate the 'evv_tasks_value' field contains the uploaded value(s).
  29. Close the report.
Topics
• Service Codes
AV-86524 Summary | Details
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
  • Crystal Report Viewer
  • Service Code Upload Process
Scenario 1: 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
  1. Access the 'Service Code Upload Process' form.
  2. Enter "File A" in the 'Filename' field.
  3. Select "Compile" in the 'Compile Or Post' field.
  4. Select "No" in the 'Override Existing Service Codes' field.
  5. Click [Submit].
  6. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  7. Click [OK] and leave the form opened.
  8. Select "Post" in the 'Compile Or Post' field.
  9. Click [Submit].
  10. Validate a message is displayed stating: Posting completed.
  11. Click [OK] and close the form.
  12. Access the 'Service Code Upload Accepted Codes' form.
  13. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  14. Click [Process].
  15. Validate "File A" contents are displayed in the report.
  16. Validate the 'Clinic Hours' field is populated with the value defined in the file.
  17. Validate the 'Always Allow Overbooking' field is populated with the value defined in the file.
  18. Close the report and the form.
  19. Access the 'Service Codes' form.
  20. Select "Edit" in the 'Add New Or Edit Existing' field.
  21. Select the service code uploaded in the previous steps in the 'Service Code' field.
  22. Validate 'Clinic Hours' field contains the uploaded value.
  23. Validate 'Always Allow Overbooking' field contains the uploaded value.
  24. Validate all other information displays as expected.
  25. Close the form
  26. Access Crystal Reports or other SQL reporting tool.
  27. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  28. Validate a row is displayed for the service code uploaded in the previous steps.
  29. Validate the 'clinic_hours_code' field contains the uploaded value.
  30. Validate the 'clinic_hours_value' field contains the uploaded value.
  31. Validate the 'alwoverbook_code' field contains the uploaded value.
  32. Validate the 'alwoverbook_value' field contains the uploaded value.
  33. Close the report.
Scenario 2: 'Service Codes' - Add a Provider Only Service Code
Specific Setup:
  • Must have access to Crystal Reports or other SQL Reporting Tool.
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" in the 'Add New Or Edit Existing' field.
  3. Validate the 'Clinic Hours' field is displayed and disabled.
  4. Validate the 'Always Allow Overbooking' field is displayed and disabled.
  5. Populate the required and desired fields.
  6. Select "Provider" in the 'Service Required By' field.
  7. 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.
  8. Select "Yes" in the 'Clinic Hours' field.
  9. Validate the 'Always Allow Overbooking' field is now enabled. Note: this field will only be enabled when "Yes" is selected for 'Clinic Hours'.
  10. Select "Yes" in the 'Always Allow Overbooking' field.
  11. Click [Submit].
  12. Access Crystal Reports or other SQL reporting tool.
  13. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table.
  14. Validate a row is displayed for the service code filed in the previous steps.
  15. Validate the 'clinic_hours_code' field contains "Y".
  16. Validate the 'clinic_hours_value' field contains "Yes".
  17. Validate the 'alwoverbook_code' field contains "Y".
  18. Validate the 'alwoverbook_value' field contains "Yes".
  19. Access the 'Service Codes' form.
  20. Select "Edit" in the 'Add New Or Edit Existing' field.
  21. Select the service code filed in the previous steps.
  22. Validate "Yes" is selected in the 'Clinic Hours' field.
  23. Select "No" in the 'Always Allow Overbooking' field.
  24. Click [Submit].
  25. Access Crystal Reports or other SQL reporting tool.
  26. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table.
  27. Validate the 'alwoverbook_code' field contains "N".
  28. Validate the 'alwoverbook_value' field contains "No".
  29. Close the report.
Topics
• Service Codes
Table Changes
Table Column Change
SYSTEM.billing_tx_master_table clinic_hours_code added
SYSTEM.billing_tx_master_table clinic_hours_value added
SYSTEM.billing_tx_master_table alwoverbook_code added
SYSTEM.billing_tx_master_table alwoverbook_value added
SYSTEM.billing_tx_master_table evv_tasks_code added
SYSTEM.billing_tx_master_table evv_tasks_value added
SYSTEM.billing_tx_master_table report_to_csi_code added
SYSTEM.billing_tx_master_table report_to_csi_value added
SYSTEM.batchload_tx_accepted clinic_hours_code added
SYSTEM.batchload_tx_accepted clinic_hours_value added
SYSTEM.batchload_tx_accepted alwoverbook_code added
SYSTEM.batchload_tx_accepted alwoverbook_value added
SYSTEM.batchload_tx_accepted evv_tasks_code added
SYSTEM.batchload_tx_accepted evv_tasks_value added
SYSTEM.batchload_tx_accepted report_to_csi_code added
SYSTEM.batchload_tx_accepted report_to_csi_value added