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Avatar Cal-PM 2023 Update 56

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

 

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