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Avatar Cal-PM 2023 Update 83

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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

Resolves issue where error "Invalid Entry: Client Name field and Client First Name are not the same." is incorrectly produced when multiple Add Admission web service calls are initiated in the same instance. Also, 'File Import' is modified to prevent posting of files previously posted.

Required Updates

Avatar Cal-PM 2023 Update 16
Avatar Cal-PM 2023 Update 66

Included Updates

3, 5, 7, 8, 11, 13, 16, 17, 21, 24, 26, 28, 32, 38, 39, 43, 45, 46, 47, 48, 51, 52, 54, 56, 61, 63, 65, 66, 67, 69, 70, 71, 79, 81, 82

Details
NEW1 CHANGED0 FIXED1
New (1)
File Import
The 'File Import' is modified to prevent the posting of files that have previously been posted. KB0075424 v0.01
Value Added: Issue resolved to prevent posting the same files that are already posted.
Topics
• Client Charge Input • File Import • Guarantor / Program Billing Defaults
 
Fixed (1)
Web Service - Add Admission
An issue is resolved in the Add Admission web service to prevent and error when multiple Add Admission web service calls were initiated in the same instance.
Topics
• Admission • Web Services
 
Acceptance Tests
AV-93551 Summary | Details
Web Service - Add Admission
Scenario 1: The 'ClientAdmission' - 'AddAdmission' web service: Admission of a new client
Specific Setup:
  • The user has access to a Web services tool.
Steps
  1. Access the Web services tool and select the WSDL for the 'ClientAdmission' - 'AddAdmission' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'AdmissionDate' field.
  6. Enter the desired time in the 'AdmissionTime' field.
  7. Enter the desired practitioner in the 'AdmittingPractitioner' field.
  8. Enter the desired value in the 'ClientFirstName' field.
  9. Enter the desired value in the 'ClientLastName' field.
  10. Enter the desired value in the 'ClientMiddleName' field.
  11. Enter the corresponding name in the 'ClientName' field.
  12. Enter the desired value in the 'ESignatureConsentOnFile' field. Note: "Y" and "N" are accepted values.
  13. Enter the desired value in the 'Program' field.
  14. Enter the desired value in the 'Sex' field.
  15. Enter the desired value in the "Time Zone for Appointment Reminders" field.
  16. Set the "PreferredAppointmentSite" to the desired site.
  17. Populate any other required and desired fields.
  18. Enter the desired value in the 'Address Type' field.
  19. Click [Run].
  20. Validate the 'Confirmation' field contains a value such as: "Client Unique ID: # Unique ID: #".
  21. Validate the 'Message' field contains: "Client Admission web service has been filed successfully".
  22. Select the client filed in the previous steps and access the 'Admission' form.
  23. Select the record filed in the previous steps and click [Edit].
  24. Validate all populated fields are displayed.
  25. Select the "Demographics" section.
  26. Validate the 'Client Last Name' field contains the value filed in the previous steps.
  27. Validate the 'Client First Name' field contains the value filed in the previous steps.
  28. Validate the 'Client Middle Name' field contains the value filed in the previous steps.
  29. Validate the 'Consent On File For Use of Integrated eSignature' field contains the value filed in the previous steps.
  30. Validate 'Time Zone for Appointment Reminders' field contains the value filed in the previous steps.
  31. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  32. Validate the 'Address Type' field contains the value filed in the previous steps.
  33. Close the form.
Topics
• Admission • Web Services
AV-93564 Summary | Details
File Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • File Import
Scenario 1: File Import - Validate Client Charge Input File Import
Specific Setup:
  • A Client Charge Input File Import file must be created to test with. In the file, record units of service (field 11) as 1:00.
Steps
  1. Open the "File Import" form.
  2. Import the file set up in pre-conditions.
  3. The following error message is received. "File XXX.txt contains one or more errors. These errors can be reviewed using the "Print Errors" action.".
  4. Manually modify the sample import file. Change the units of service field (field 11) to "1.00".
  5. Import the file.
  6. Validate import completes without error.
  7. Manually modify the sample import file. Change the units of service field (field 11) to "1".
  8. Compile the file.
  9. Select the File to Post, but don't post.
  10. Open another "File Import" form.
  11. Select the "Client Charge Input" in the File type.
  12. Select "Post File".
  13. Select the same File from Step 9 to Post.
  14. Select "Process Action".
  15. Validate import completes without error.
  16. Select "Discard".
  17. Open the File Import form which we first kept opened in Step 9.
  18. Select "Process Action".
  19. Validate import is not happening with the same file that is already imported.
  20. Validate that we get the error message saying, "File is already posted." with the "OK" button.
  21. Select "OK".
  22. Open "Client Ledger".
  23. Run the report.
  24. Validate that the service(s) were added to the client's ledger and there are no duplicates added for the same date(s).
Scenario 2: 'File Import' - Verification of 'Guarantor/Program Billing Defaults Template' Import
Specific Setup:
  • Avatar PM Registry Setting 'Enable Pricing/Re-Pricing Information' must be enabled/set to value '2' or '3'
  • Avatar PM 'Guarantor/Program Billing Defaults Template' import file containing one or more valid '837 Professional' and/or '837 Institutional' import data rows (Updated import file layout document 'Avatar_PM_File_Import_Record_Layouts.xls' included with update package)
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar PM 'File Import' form.
  2. Select File Type 'Guarantor/Program Billing Defaults Template'.
  3. Select 'Upload New File' in the 'Action' field and Click 'Process Action' button.
  4. Select Avatar PM 'Guarantor/Program Billing Defaults Template' import file and click 'Open' button.
  5. Select 'Compile/Validate File' in 'Action' field.
  6. Select loaded import file and click 'Process Action' button.
  7. Ensure that 'Compile/Validate File' action completes, and message 'Compiled' or '(File Name) contains one or more errors. These errors can be reviewed using 'Print Errors' action' is displayed.
  8. Click 'OK' button.
  9. Select 'Post File' in 'Action' field to post successfully compiled import data; Select compiled import file, but don't post.
  10. Open another "File Import" form.
  11. Select File Type 'Guarantor/Program Billing Defaults Template'.
  12. Select 'Post File'.
  13. Select the same File from Step 9 to Post.
  14. Select 'Process Action'.
  15. Validate import completes without error.
  16. Select 'Discard'.
  17. Open the File Import form which we first kept opened in Step 9.
  18. Ensure that message 'Posted' and/or 'The selected file contains one or more lines with compilation errors. Only those lines without compilation errors will be posted' is displayed.
  19. Open Avatar PM 'Guarantor/Program Billing Defaults' form.
  20. Select 'Edit Template' and select existing Defaults Template added/updated via 'File Import'.
  21. Navigate to '837 Professional' section of form.
  22. Ensure values for the following fields from 837 Professional 'Guarantor/Program Billing Defaults Template' import file data row are present in 837 Professional defaults section of 'Guarantor/Program Billing Defaults' form:
  23. 'Provider Taxonomy Code to Display (2000A-PRV-03)'
  24. 'Billing Provider Tax ID to Display (2010AA-REF-02)'
  25. 'Include Repricer Received Date (2300-DTP)'
  26. 'Default Total Claim Charge Amount (2300-HCP-02)'
  27. 'Default Cost of Service/Units (2400-HCP-02/11/12)'
  28. Navigate to '837 Institutional' section of form.
  29. Ensure values for the following fields from 837 Institutional 'Guarantor/Program Billing Defaults Template' import file data row are present in 837 Institutional defaults section of 'Guarantor/Program Billing Defaults' form:
  30. 'Provider Taxonomy Code to Display (2000A-PRV-03)'
  31. 'Billing Provider Tax ID to Display (2010AA-REF-02)'
  32. 'Include Repricer Received Date (2300-DTP)'
  33. 'Default Total Claim Charge Amount (2300-HCP-02)'
  34. 'Default Cost of Service/Units (2400-HCP-02/11/12)'
  35. Open Crystal Reports or other SQL reporting tool.
  36. In Avatar PM SQL table 'SYSTEM.file_import_gpbdt_p837', ensure that the following fields are present and contain values filed via 837 Professional 'Guarantor/Program Billing Defaults Template' File Import:
  37. prov_taxon_to_disp_code / prov_taxon_to_disp_value
  38. prov_taxid_to_disp_code / prov_taxid_to_disp_value
  39. inc_repric_rec_date_code / inc_repric_rec_date_value
  40. def_tot_clm_chg_amt_code / def_tot_clm_chg_amt_value
  41. def_cost_svc_units_code / def_cost_svc_units_value
  42. In Avatar PM SQL table 'SYSTEM.file_import_gpbdt_i837', ensure that the following fields are present and contain values filed via 837 Institutional 'Guarantor/Program Billing Defaults Template' File Import:
  43. prov_taxon_to_disp_code / prov_taxon_to_disp_value
  44. prov_taxid_to_disp_code / prov_taxid_to_disp_value
  45. inc_repric_rec_date_code / inc_repric_rec_date_value
  46. def_tot_clm_chg_amt_code / def_tot_clm_chg_amt_value
  47. def_cost_svc_units_code / def_cost_svc_units_value
Topics
• Client Charge Input • File Import • Guarantor / Program Billing Defaults