Skip to main content

Avatar Cal-PM 2023 Update 7

  1. Last updated
  2. Save as PDF

Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.02.01
RADplus 2023 Monthly Release 2023.02.01

Product Update Description

New fields are added to 'Cal-OMS Discharge' (Family/Social Data) and 'Cal-OMS Annual Update' (Family/Social Data) if the 'Enable LA County Reporting Requirements' registry setting is enabled.

Required Updates

None

Included Updates

3

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar Cal-PM 'Cal-OMS Discharge' and 'Cal-OMS Annual Update' Forms
New fields are added to 'Cal-OMS Discharge' and 'Cal-OMS Annual Update' forms if the 'Enable LA County Reporting Requirements' Registry Setting is enabled.
The following fields are added to 'Cal-OMS Discharge' and 'Cal-OMS Annual Update' ('Family/Social Data' section) forms if the Avatar Cal-PM 'Enable LA County Reporting Requirements' Registry Setting is enabled:
  • 'If yes, what is the permanent housing arrangement?'
  • 'Specify Other'
  • 'Zip Code'

These fields allow for capture of additional information related to the existing 'Has the client been linked to a stable housing during treatment?' field. In addition, the Cal-OMS File Import is updated to support these fields.

Value Added: Adds new fields to 'Cal-OMS Discharge' and 'Cal-OMS Annual Update' forms
Topics
• Cal-OMS • NX • Registry Settings • Web Services
 
Acceptance Tests
AV-84212 Summary | Details
Avatar Cal-PM 'Cal-OMS Discharge' and 'Cal-OMS Annual Update' Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Discharge Web Service
  • Cal-OMS Annual Update
  • Cal-OMS Discharge
  • Cal-OMS File Import
  • Registry Settings (PM)
Scenario 1: 'Cal-OMS Discharge' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' must be enabled (set to 'YC' or 'Y')
  • One or more client(s) with episodes eligible for 'Cal-OMS Discharge' record filing
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Cal-OMS Discharge' form.
  2. Select client record/Cal-OMS Admission episode for Cal-OMS Discharge entry/edit.
  3. Click 'Add' button to enter new Cal-OMS Discharge record, or select existing Cal-OMS Discharge record for view/edit in pre-display and click 'Edit' button.
  4. Navigate to the 'Family/Social Data' section of form.
  5. Ensure the following fields are present in form (related to the 'Has the client been linked to a stable housing during treatment?' field/question):
  6. 'If yes, what is the permanent housing arrangement?'
  7. Selections/values available:
  8. 'Rental by client, no ongoing housing subsidy'
  9. 'Rental by client, with ongoing housing subsidy'
  10. 'Staying or living with family, permanent tenure'
  11. 'Staying or living with friends, permanent tenure'
  12. 'Other: specify'
  13. 'Specify Other'
  14. 'Zip Code'
  15. Ensure that if 'No' is selected in the 'Has the client been linked to a stable housing during treatment?' field, stable/permanent housing information fields noted above are disabled (and 'If no, explain' field is enabled for entry).
  16. Ensure that if 'Yes' is selected in the 'Has the client been linked to a stable housing during treatment?' field, stable/permanent housing information fields noted above are enabled for entry.
  17. Ensure that if 'Other: specify' is selected in the 'If yes, what is the permanent housing arrangement?' field, 'Specify Other' field is enabled for entry.
  18. Enter/select values for stable/permanent housing information fields noted above.
  19. Enter/select values for all other 'Cal-OMS Discharge' form fields as required/desired.
  20. Click 'Submit' button to file 'Cal-OMS Discharge' form/record.
  21. Open Crystal Reports or other SQL reporting tool.
  22. In Avatar Cal-PM SQL table 'SYSTEM.cal_oms_discharge', ensure that the following fields are present and reflect data filed via 'Cal-OMS Discharge' form:
  23. 'permanent_housing_code'
  24. 'permanent_housing_value'
  25. 'permanent_housing_zip'
  26. 'permanent_housing_other'
Scenario 2: 'Cal-OMS Annual Update' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' must be enabled (set to 'YC' or 'Y')
  • One or more client(s) with episodes eligible for 'Cal-OMS Annual Update' record filing
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Cal-OMS Annual Update' form.
  2. Select client record/Cal-OMS Admission episode for Cal-OMS Annual Update entry/edit.
  3. Click 'Add' button to enter new Cal-OMS Annual Update record, or select existing Cal-OMS Annual Update record for view/edit in pre-display and click 'Edit' button.
  4. Navigate to the 'Family/Social Data' section of form.
  5. Ensure the following fields are present in form (related to the 'Has the client been linked to a stable housing during treatment?' field/question):
  6. 'If yes, what is the permanent housing arrangement?'
  7. Selections/values available:
  8. 'Rental by client, no ongoing housing subsidy'
  9. 'Rental by client, with ongoing housing subsidy'
  10. 'Staying or living with family, permanent tenure'
  11. 'Staying or living with friends, permanent tenure'
  12. 'Other: specify'
  13. 'Specify Other'
  14. 'Zip Code'
  15. Ensure that if 'No' is selected in the 'Has the client been linked to a stable housing during treatment?' field, stable/permanent housing information fields noted above are disabled (and 'If no, explain' field is enabled for entry).
  16. Ensure that if 'Yes' is selected in the 'Has the client been linked to a stable housing during treatment?' field, stable/permanent housing information fields noted above are enabled for entry.
  17. Ensure that if 'Other: specify' is selected in the 'If yes, what is the permanent housing arrangement?' field, 'Specify Other' field is enabled for entry.
  18. Enter/select values for stable/permanent housing information fields noted above.
  19. Enter/select values for all other 'Cal-OMS Annual Update' form fields as required/desired.
  20. Click 'Submit' button to file 'Cal-OMS Annual Update' form/record.
  21. Open Crystal Reports or other SQL reporting tool.
  22. In Avatar Cal-PM SQL table 'SYSTEM.cal_oms_annual_update', ensure that the following fields are present and reflect data filed via 'Cal-OMS Annual Update' form:
  23. 'permanent_housing_code'
  24. 'permanent_housing_value'
  25. 'permanent_housing_zip'
  26. 'permanent_housing_other'
Scenario 3: 'Cal-OMS File Import' - Verification of Import File Processing
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' must be enabled (set to 'YC' or 'Y')
  • One or more client(s) with episodes eligible for 'Cal-OMS Annual Update'/'Cal-OMS Discharge' record filing via import
  • 'Cal-OMS File Import' file containing one or more valid Cal-OMS Annual Update and/or Cal-OMS Discharge import data rows including information/values for the following fields/segments:
  • 'Has the client been linked to a stable housing during treatment?'
  • 'If no, explain'
  • 'If yes, what is the permanent housing arrangement?'
  • 'Specify Other'
  • 'Zip Code'
Steps
  1. Open Avatar Cal-PM 'Cal-OMS File Import' form.
  2. Select 'Upload New File' action and click 'Process Action' button.
  3. Load import file containing one or more valid Cal-OMS Annual Update and/or Cal-OMS Discharge import data row(s).
  4. Select 'Compile File' action and click 'Process Action' button.
  5. Click 'OK' button in file compilation confirmation dialog.
  6. Select 'Print Compilation Error(s)' action and click 'Process Action' button.
  7. Ensure that valid Cal-OMS Annual Update/Cal-OMS Discharge import data row(s) are successfully compiled.
  8. Click 'OK' button in file compilation confirmation dialog.
  9. Select 'Post File' action and click 'Process Action' button.
  10. Click 'OK' button in file compilation confirmation dialog.
  11. Open 'Cal-OMS Annual Update' or 'Cal-OMS Discharge' form for client with posted import row.
  12. In 'Cal-OMS Annual Update' or 'Cal-OMS Discharge' pre-display, select record posted via 'Cal-OMS File Import'.
  13. Click 'Edit' button.
  14. In 'Cal-OMS Annual Update' or 'Cal-OMS Discharge' form, ensure values are correct/expected value from import file data for the following stable/permanent housing information fields:
  • 'Has the client been linked to a stable housing during treatment?'
  • 'If no, explain'
  • 'If yes, what is the permanent housing arrangement?'
  • 'Specify Other'
  • 'Zip Code'
Scenario 4: Cal-OMS Discharge Web Service - Verification of Web Service Filing
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' must be enabled (set to 'YC' or 'Y')
  • Application utilizing the Avatar Cal-PM 'Cal-OMS Discharge' web service
  • One or more client(s) with episodes eligible for 'Cal-OMS Discharge' record filing
Steps
  1. Using the 'Cal-OMS Discharge' web service (and/or 'Cal-OMS Discharge V2' web service), submit request to 'FileCalOMSDischarge' method to create or update Cal-OMS Discharge record.
  2. Confirm 'Cal-OMS Discharge' web service responds with confirmation data/ID on successful filing of 'FileCalOMSDischarge' method.
  3. Example:"<Confirmation>ClientID:111||EP:1||UniqueID:OMD.001</Confirmation>"
  4. Confirm 'Cal-OMS Discharge' web service responds with confirmation message on successful filing of 'FileCalOMSDischarge' method.
  5. Example:"<Message>Cal-OMS Discharge web service has been filed successfully.</Message>"
  6. Confirm 'Cal-OMS Discharge' web service responds with successful status value on successful filing of 'FileCalOMSDischarge' method.
  7. Example:"<Status>1</Status>"
  8. Open Avatar Cal-PM 'Cal-OMS Discharge' form and select client/episode/Cal-OMS Discharge record filed via web service for view/update.
  9. Confirm Cal-OMS Discharge record is created/updated in Avatar Cal-PM, with values/data submitted via web service, including the following fields:
  10. 'Has the client been linked to a stable housing during treatment?' ('LinkedToStableHousing')
  11. 'If yes, what is the permanent housing arrangement?' ('PermanentHousingArrange')
  12. 'Specify Other' ('PermanentHousingOther')
  13. 'Zip Code' ('PermanentHousingArrZip')
Topics
• Cal-OMS • NX • Registry Settings • Web Services
Table Changes
Table Column Change
SYSTEM.cal_oms_discharge permanent_housing_code added
SYSTEM.cal_oms_discharge permanent_housing_value added
SYSTEM.cal_oms_discharge permanent_housing_zip added
SYSTEM.cal_oms_discharge permanent_housing_other added
SYSTEM.cal_oms_annual_update permanent_housing_code added
SYSTEM.cal_oms_annual_update permanent_housing_value added
SYSTEM.cal_oms_annual_update permanent_housing_zip added
SYSTEM.cal_oms_annual_update permanent_housing_other added
WEBSVC.CalOMSDischargeObject PermanentHousingArrange added
WEBSVC.CalOMSDischargeObject PermanentHousingArrZip added
WEBSVC.CalOMSDischargeObject PermanentHousingOther added