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Avatar Cal-PM 2023 Update 69

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.03.00
RADplus 2023 Monthly Release 2023.03.00

Product Update Description

The following modifications have been made: 1) The 'Site Definition' section in the '274 - Provider Directory Definition' form is updated to include the new fields 'Age Groups Served (2100DA-N2-01)', and 'Type of Service (2100DA-N2-02)', as well as the 'Provider Definition' section to include the field 'Sees Children Indicator (2100EA-N2-01)'. The '274 - Provider Directory Submission' form has been updated to account for these new fields. The generated submission file is updated to include 'MHP' in the naming convention. 2) The issue where file import for '274 Provider Definition' allows letters other than 'Y' or 'N' for 'Active' has been resolved.

Required Updates

None

Included Updates

3, 5, 7, 8, 11, 13, 16, 17, 21, 24, 26, 28, 32, 38, 39, 43, 45, 47, 48, 51, 52, 54, 56, 61, 65, 66, 67

Details
NEW2 CHANGED0 FIXED0
New (2)
274 Provider Directory - SQL Tables
The following tables have had fields added: ‘hcpd_274_site_details’, ‘hcpd_274_provider_details’ and ‘hcpd_274_file_provider’.
The added fields are:

hcpd_274_site_details - age_groups_served_code
hcpd_274_site_details - age_groups_served_value
hcpd_274_site_details - type_of_service_code
hcpd_274_site_details - type_of_service_value

hcpd_274_provider_details - sees_children_indicator_code
hcpd_274_provider_details - sees_children_indicator_value

hcpd_274_file_provider - sees_children_indicator_code
hcpd_274_file_provider - sees_children_indicator_value

Value Added: Additional reporting is available.
Topics
• 274 - Provider Directory
 
274 Provider Directory - Update Class Mapping/Submission File Logic/File Import
The mapping for the submission file and file import have been updated to include new functionality.
Value Added: New fields/functionally provides greater reporting.
Topics
• 274 - Provider Directory
 
Acceptance Tests
AV-92666 Summary | Details
274 Provider Directory - SQL Tables
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 274 - Provider Directory Definition
  • User Definition
Scenario 1: 274 - Provider Directory Definition - Site Definition
Specific Setup:
  • Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’.
Steps
  1. Open ‘274 - Provider Directory Definition’.
  2. Select the 'Site Definition’ section.
  3. Validate that ‘Add or Edit Site’ is the only required field on the form.
  4. Select ‘Add’ in ‘Add or Edit Site’.
  5. Validate that ‘Site or Location of Service Name (2100A-NM1-03)', ‘Provider Group’ and ‘Active’ are now required fields.
  6. Click [X].
  7. Open 'Site Specific Section Modeling' for Avatar PM.
  8. Select 'TABLE27400 (274 - Provider Directory Definition) Site Definition’ in 'Site Specific Selection'.
  9. Click [OK].
  10. Select the ‘Site Specific Section’ option.
  11. Click on row ‘60’ in ‘Prompt Order’.
  12. Click [Edit Selected Item].
  13. Validate that ‘Label’ is disabled and contains ‘Facility ID (2140DA-REF-02)’.
  14. Validate that ‘Initially Enabled’ = ‘Yes’.
  15. Validate that ‘Initially Required’ = 'No'.
  16. Select ‘Yes’ in ‘Initially Required’.
  17. As desired, set other ‘Prompt Order’ rows to a value of ‘Yes’ in ‘Initially Required’. Note the values of the other fields, specifically the ‘Label’.
  18. Click [Submit].
  19. Click ‘Refresh Forms’ icon.
  20. Open ‘274 - Provider Directory Definition’.
  21. Select the ‘Site Definition’ section.
  22. Validate that ‘Facility ID (2140DA-REF-02)’ is required.
  23. Validate that all other rows that were updated to be required display as required. The 'Label' that was noted is the field name.
  24. Add desired data to the form.
  25. Click [File Site Details].
  26. Select the filed Site and validate that the data displays correctly.
  27. If desired, create additional desired ‘Site Definitions’ and file them.
  28. Click [X].
  29. Open ‘274 - Provider Directory Definition’.
  30. Select the 'Site Definition’ section.
  31. Select any site and validate that the filed data displays correctly.
  32. Click [X].
Scenario 2: 274 - Provider Directory Definition - Provider Definition
Specific Setup:
  • Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’.
  • 274 Provider Directory Definition:
  • A minimum of one 'Group Definition' exists.
  • A minimum of one 'Site Definition' exists.
Steps
  1. Open ‘274 - Provider Directory Definition’.
  2. Validate that the form opened to the ‘Group Definition’ section.
  3. Select the ‘Provider Definition’ section.
  4. Validate that ‘Provider’ is the only required field on the form.
  5. Select a ‘Provider’.
  6. Validate that ‘Associated Site’ and ‘Active’ are now required fields.
  7. Click [X].
  8. Open 'Site Specific Section Modeling' for Avatar PM.
  9. Select 'TABLE27400 (274 = Provider Directory Definition) Provider Definition’ in 'Site Specific Selection'.
  10. Click [OK].
  11. Select ‘Site Specific Section’ option.
  12. Click on row ‘84’ in ‘Prompt Order’.
  13. Click [Edit Selected Item].
  14. Validate that ‘Label’ is disabled and contains ‘Provider Identifier - Secondary (2140EA-REF-02)’.
  15. Validate that ‘Initially Enabled’ = ‘Yes’.
  16. Validate that ‘Initially Required’ = 'No'.
  17. Select ‘Yes’ in ‘Initially Required’.
  18. As desired, set other ‘Prompt Order’ rows to a value of ‘Yes’ in ‘Initially Required’. Note the values of the other fields, specifically the ‘Label’.
  19. Click [Submit].
  20. Click ‘Refresh Forms’ icon.
  21. Open ‘274 - Provider Directory Definition’.
  22. Select the ‘Provider Definition’ section.
  23. Validate that ‘Provider Identifier - Secondary (2140EA-REF-02)’ is now required.
  24. Validate that all other rows that were updated to be required display as required. The 'Label' that was noted is the field name.
  25. Add desired data to the form.
  26. Click [File Provider Details].
  27. Select the same provider and site.
  28. Validate that the submitted date displays correctly.
  29. Select the ‘Provider’ that was submitted in ‘Provider’.
  30. Select a new value in ‘Associated Site’.
  31. Validate that a ‘Provider-Site Records On File’ item displays the message ‘Record to default Information From’ and contains a drop down list of ‘Sites’.
  32. Select a site and click [OK].
  33. Validate that the data defaulted into the fields.
  34. Click [File Provider Details].
  35. Create additional desired ‘Provider Definitions’ for the same provider for another site and then inactivate the provider in one of the three sites. The provider will not display in the submission for the inactive site.
  36. Create additional desired ‘Provider Definitions’.
  37. Click [X].
  38. Open ‘274 - Provider Directory Definition’.
  39. Select the ‘Provider Definition’ section.
  40. Select the desired provider and site.
  41. Validate that the submitted date displays correctly.
  42. Click [X].
Topics
• 274 - Provider Directory
AV-92667 Summary | Details
274 Provider Directory - Update Class Mapping/Submission File Logic/File Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 274 - Provider Directory Submission
  • Crystal Report Viewer
  • User Definition
  • 274 - Provider Directory Definition
Scenario 1: 274 - Provider Directory Definition - Site Definition
Specific Setup:
  • Tester has been given access to the ‘274 - Provider Directory Definition’ form in ‘User Definition’ under ‘Avatar PM / System Maintenance / System Definition / Health Care Provider Directory (274)’.
Steps
  1. Open ‘274 - Provider Directory Definition’.
  2. Select the 'Site Definition’ section.
  3. Validate that ‘Add or Edit Site’ is the only required field on the form.
  4. Select ‘Add’ in ‘Add or Edit Site’.
  5. Validate that ‘Site or Location of Service Name (2100A-NM1-03)', ‘Provider Group’ and ‘Active’ are now required fields.
  6. Click [X].
  7. Open 'Site Specific Section Modeling' for Avatar PM.
  8. Select 'TABLE27400 (274 - Provider Directory Definition) Site Definition’ in 'Site Specific Selection'.
  9. Click [OK].
  10. Select the ‘Site Specific Section’ option.
  11. Click on row ‘60’ in ‘Prompt Order’.
  12. Click [Edit Selected Item].
  13. Validate that ‘Label’ is disabled and contains ‘Facility ID (2140DA-REF-02)’.
  14. Validate that ‘Initially Enabled’ = ‘Yes’.
  15. Validate that ‘Initially Required’ = 'No'.
  16. Select ‘Yes’ in ‘Initially Required’.
  17. As desired, set other ‘Prompt Order’ rows to a value of ‘Yes’ in ‘Initially Required’. Note the values of the other fields, specifically the ‘Label’.
  18. Click [Submit].
  19. Click ‘Refresh Forms’ icon.
  20. Open ‘274 - Provider Directory Definition’.
  21. Select the ‘Site Definition’ section.
  22. Validate that ‘Facility ID (2140DA-REF-02)’ is required.
  23. Validate that all other rows that were updated to be required display as required. The 'Label' that was noted is the field name.
  24. Add desired data to the form.
  25. Click [File Site Details].
  26. Select the filed Site and validate that the data displays correctly.
  27. If desired, create additional desired ‘Site Definitions’ and file them.
  28. Click [X].
  29. Open ‘274 - Provider Directory Definition’.
  30. Select the 'Site Definition’ section.
  31. Select any site and validate that the filed data displays correctly.
  32. Click [X].
Scenario 2: 274 - Provider Directory Submission - form validation
Specific Setup:
  • An output directory has been defined in ‘Facility Defaults’ field ‘Output Path On Server For State Reporting Files’.
Steps
  1. Open ‘274 - Provider Directory Submission’.
  2. Validate that the ‘Options’, ‘Reporting Period (MM/YY)’, and ‘File Description’ fields are required.
  3. Select ‘Compile File’ in ‘Options’.
  4. Enter the desired value in ‘Reporting Period (MM/YY)’.
  5. Enter the desired value in ‘File Description’.
  6. Click [Process File].
  7. The ‘Health Care Provider Directory’ report will open. The report can contain the following links: ‘274 Submission’, ‘Required Data Missing/Invalid - Directory Defaults’, ‘Required Data Missing/Invalid - Group’, ‘Required Data Missing/Invalid – Site’, ‘‘Required Data Missing/Invalid – Provider’, and ‘‘Required Data Missing/Invalid – Other’.
  8. Click on the link for any ‘Required Data Missing/Invalid’ links and review the data in the sub report. Correct the data as desired.
  9. Click on the link for ‘274 Submission’ and review the data in the report. Providers will not display for the sites in which they are inactive.
  10. Close the report.
  11. Select ‘Dump File’ in ‘Options’.
  12. Validate that ‘Select File’ in now required.
  13. Select the file compiled above in ‘Select File’.
  14. Click [Process File].
  15. The ‘Health Care Provider Directory’ report will open and display the data that will be included in the dump file.
  16. Close the report.
  17. Select ‘Create File On Server For Submission’ in ‘Options’.
  18. Select the file compiled above in ‘Select File’.
  19. Click [Process File].
  20. The ‘Create File’ item is received with the message ‘Process Completed’.
  21. Click [OK].
  22. Select ‘Run Report’ Select ‘Create File On Server For Submission’ in ‘Options’.
  23. Select the file compiled above in ‘Select File’.
  24. Click [Process File].
  25. The ‘Health Care Provider Directory’ report will open and contain the same links the previously opened.
  26. Close the report.
  27. ‘Options’ contains ‘Delete File’. If deleting a file is desired, select ‘Delete File’.
  28. Select the file compiled above in ‘Select File’.
  29. Click [Process File].
  30. Close the form.
Topics
• 274 - Provider Directory
Table Changes
Table Column Change
hcpd_274_site_details age_groups_served_code ADD
hcpd_274_site_details age_groups_served_value ADD
hcpd_274_site_details type_of_service_code ADD
hcpd_274_site_details type_of_service_value ADD
hcpd_274_provider_details sees_children_indicator_code ADD
hcpd_274_provider_details sees_children_indicator_value ADD
hcpd_274_file_provider sees_children_indicator_code ADD
hcpd_274_file_provider sees_children_indicator_value ADD