Avatar Cal-PM 2023 Update 56

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.02.02
RADplus 2023 Monthly Release 2023.02.02

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.

Required Updates

None

Included Updates

3, 5, 7, 8, 11, 13, 16, 17, 21, 26, 28, 32, 38, 39, 43, 45, 52, 54

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-89479 Details \| User Acceptance Tests 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	Topics • File Import

Acceptance Tests

AV-89479 Summary | Details

File Import - Service Guarantor Definition

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

File Import
Guarantors/Payors
Registry Settings (PM)
Service Fee/Cross Reference and Guarantor Definition Export
Service Fee/Cross Reference Maintenance

Scenario 1: File Import - Service Guarantor Definitions

Specific Setup:

Note: This functionality is for any service code type, including CCBHC service codes.
Please contact your Netsmart representative to enable CCBHC Billing functionality, if desired.
CCBHC setup has been completed.
The 'Avatar_PM_File_Import_Record_Layouts' spreadsheet is included in the update zip file to assist in creating the 'Service Guarantor Definitions' file to import.
Identify an existing service code.
Create a 'File Import' for the 'Service Guarantor Definition' file type that contains the service code. Note the value of each field included in the file.

Steps

Open 'File Import'.
Select Service Guarantor Definitions’ in 'File Type'.
Load, compile and post the file.
Open 'Service Fee/Cross Reference Maintenance', 'Guarantor Definitions', and review the imported record in edit mode.
Validate that all values equal the values in the imported file.
Click [Guarantor Definitions Report].
Validate that guarantor information is correct for the service code.
Close the report.
Close the form.

Topics

• File Import