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Avatar Cal-PM 2023 Update 52

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

The 'Service Code' validation in the 'Service Code Upload Process' form is modified to allow only alphanumeric characters.

Required Updates

None

Included Updates

3, 5, 8, 11, 16, 17, 21, 26, 28, 32, 39, 45

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Service Code Upload Process
Functionality for the 'Service Code Upload Process' has been modified to allow only alphanumeric characters in the 'Service Code'.
Topics
• Service Codes
 
Acceptance Tests
AV-91042 Summary | Details
Service Code Upload Process
Scenario 1: Service Code Upload Process - Form Validation
Specific Setup:
  • 'Testing File 1'
  • All columns will contain valid values.
  • Note the values for the following columns for verification purposes:
  • Service Code
  • Service Code Definition
  • Should This Visit Be Included On The CCD
  • Save the file locally with a '.txt' extension.
  • 'Testing File 2'
  • All columns will contain valid values, except column 131, ‘Should This Visit Be Included On The CCD?’.
  • In 'Should This Visit Be Included On The CCD?' put "Y" and in 'Is This Service a Visit' put "N" which disables the 'Should This Visit Be Included On The CCD?' field.
  • Save the file locally with a '.txt' extension.
  • 'Testing File 3'
  • The file contains 1 valid row for the Accepted Report and 2 for the Rejected report.
  • Save the file locally with a '.txt' extension.
  • Testing File 4'
  • The file contains 1 valid row for the Accepted Report.
  • This file contains values in the client_color_code, client_color_value, staff_color_code, staff_color_value,group_color_code, group_color_value.
  • Save the file locally with a '.txt' extension.
  • Testing File 5'
  • The file contains 1 valid row for the Accepted Report.
  • This file contains a '3' in the "Procedure Type" for "Medication Management".
  • Save the file locally with a '.txt' extension.
Steps
  1. Open the 'Service Code Upload Process' form.
  2. Enter the file path for "Testing File 1" in the 'Filename' field.
  3. Select "Compile" in the 'Compile Or Post' field.
  4. Select desired value in the 'Override Existing Service Code' field.
  5. Click [Submit].
  6. Verify that a "Submitting" message is displayed which states: Compile completed. To review results, review accepted report.
  7. Leave the form open.
  8. Access the 'Service Code Upload Accepted Codes' form.
  9. Select "Testing File 1" in the 'Select Desired Service Code Import File Name' field.
  10. Click [Process].
  11. Verify that the 'Service Code Upload Accepted Report' displays.
  12. Verify the data matches the data in "Testing File 1" for: 'Service Code', 'Service Code Definition' and 'Should This Visit Be Included On The CCD'.
  13. Close the report and the form.
  14. Return to the open 'Service Code Upload Process' form.
  15. Select 'Post' in the 'Compile Or Post' field.
  16. Select desired value in the 'Override Existing Service Code' field.
  17. Click [Submit] and close the form.
  18. Access the 'Service Codes' form.
  19. Select "Edit" in the 'Add New or Edit Existing' field.
  20. Enter the service code from "Testing File 1" in the 'Service Code' field.
  21. Verify the data matches the data in "Testing File 1" for: 'Service Code Definition' and 'Should This Visit Be Included On The CCD?'.
  22. Close the form.
  23. Access the 'Service Code Upload Process' form.
  24. Enter the file path for "Testing File 2" in the 'Filename' field.
  25. Select "Compile" in the 'Compile Or Post' field.
  26. Select desired value in the 'Override Existing Service Code' field.
  27. Click [Submit].
  28. Verify that a "Submitting" message is displayed which states: Compile completed. To review results review rejected report.
  29. Leave the form open.
  30. Access the 'Service Code Upload Rejected Codes' form.
  31. Select "Testing File 2" in the 'Select Desired Service Code Import File Name' field.
  32. Click [Process].
  33. Verify that the 'Service Code Upload Rejected Report' displays.
  34. Validate that the 'Should This Visit Be Included On The CCD?' error message states: Due To 'Is This Service A Visit' Invalid Entry: 'Should This Visit Be Included On The CCD?' cannot be set when this field is not set to "Y".
  35. Close the report and the form.
  36. Access the "Service Codes" form.
  37. Select "Edit" in the 'Add New or Edit Existing' field.
  38. Enter the service code from "Testing File 2" in the 'Service Code' field.
  39. Verify that the service code does not exist.
  40. Close the form.
  41. Access the "Service Code Upload Process" form.
  42. Enter the file path for "Testing File 3" in the 'Filename' field.
  43. Select "Compile" in the "Compile or Post" field.
  44. Click [Submit].
  45. Leave this form open.
  46. Access the "Service Code Upload Accepted Codes" form.
  47. Set the "Select Desired Service Code Import File Name" to Testing File 3.
  48. Click [Process].
  49. Validate "Service Code" from the report matches the first column in Testing File 3.
  50. Validate "Service Code Description" from the report matches the third column in Testing File 3
  51. Validate "Group Code" from the report matches the 11th column in Testing File 3.
  52. Validate "Insurance Charge Category" from the report matches the 12th column in Testing File 3.
  53. Validate "Is This Service A Visit" matches the 16th column in Testing File 3.
  54. Validate "Is this an ODS Group Service" matches the 132nd column of Testing File 3.
  55. Close the report and the form.
  56. Access the "Service Code Upload Rejected Code" form.
  57. Set the "Select Desired Service Code Import File Name" to Testing File 3.
  58. Click [Process].
  59. Validate 2 rows in the same file are listed as rejected.
  60. Close the report.
  61. Return to the open "Service Code Upload Process" form.
  62. Select "Post" in "Compile or Post" field.
  63. Click [Submit].
  64. Access the "Service Codes" form.
  65. Edit the "Service Code" from the "Service Code" from column 1 in Testing File 3.
  66. Validate the "Service Code Definition" matches column 3 in Testing File 3.
  67. Validate the "Group Code" matches column 11 in Testing File 3.
  68. Validate the "Insurance Coverage Category" matches column 12 in Testing File 3.
  69. Validate "Is This Service A Visit" matches column 16 in Testing File 3.
  70. Validate "Is This an ODS Group Service" matches column 132 in Testing File 3.
  71. Close report.
  72. Close all forms.
  73. Access the "Service Code Upload Process" form.
  74. Enter the file path for "Testing File 4" in the 'Filename' field.
  75. Select "Compile" in the "Compile or Post" field.
  76. Click [Submit].
  77. Leave this form open.
  78. Access the "Service Code Upload Accepted Codes" form.
  79. Set the "Select Desired Service Code Import File Name" to Testing File 4.
  80. Click [Process].
  81. Validate "Client/Staff Color Code" from the report matches the 139th column in Testing File 4.
  82. Validate "Staff-Only Color Code" from the report matches the 140th column in Testing File 4
  83. Validate "Group Color Code" from the report matches the 141st column in Testing File 4.
  84. Close the report and the form.
  85. Access the "Service Code Upload Accepted Code" form.
  86. Set the "Select Desired Service Code Import File Name" to Testing File 4.
  87. Click [Process].
  88. Validate 1 rows in the same file are listed as accepted.
  89. Close the report.
  90. Return to the open "Service Code Upload Process" form.
  91. Select "Post" in "Compile or Post" field.
  92. Click [Submit].
  93. Access the "Service Codes" form.
  94. Edit the "Service Code" from the "Service Code" from column 1 in Testing File 4.
  95. Validate the "Service Code Definition" matches column 3 in Testing File 4.
  96. Validate the "Client/Staff Color Code" matches column 139 in Testing File 4.
  97. Validate the "Staff-Only Color Code" matches column 140 in Testing File 4.
  98. Validate "Group Color Code" matches column 141 in Testing File 4.
  99. Close report.
  100. Access the "Service Code Upload Process" form.
  101. Enter the file path for "Testing File 5" in the 'Filename' field.
  102. Select "Compile" in the "Compile or Post" field.
  103. Click [Submit].
  104. Leave this form open.
  105. Access the "Service Code Upload Accepted Codes" form.
  106. Set the "Select Desired Service Code Import File Name" to Testing File 5.
  107. Click [Process].
  108. Close the report and the form.
  109. Access the "Service Code Upload Process" form.
  110. Enter the file path for "Testing File 5" in the 'Filename' field.
  111. Select "Compile" in the "Compile or Post" field.
  112. Click [Submit].
Topics
• Service Codes