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Avatar Cal-PM 2023 Update 87

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.03.02
Avatar CWS 2023 Update 90
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

The following changes are made: 1) When registry setting 'Enable Alternative Service Location Fields' is set to "Y" the facility location fields on the 'Edit Service Information' and 'Edit Service Information (Charge Fee Access)' forms will become required whenever any one of the fields is valued. Additionally, when none of the facility location fields are valued, none of the facility location fields will be required. 2) An issue has been resolved where addon services and co-practitioner services were not displaying the correct facility location information.

Required Updates

None

Included Updates

3, 4, 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, 71, 79, 82, 84

Details
NEW1 CHANGED0 FIXED0
New (1)
Alternative Service Location - Edit Service Information forms
The facility location fields on the 'Edit Service Information' and 'Edit Service Information (Charge Fee Access)' forms are enhanced to become required when data is entered in one of the fields. When no data is in one of the fields, the other fields are not required.
CWS 2023 Update 90 must be installed for full functionality.
Value Added: Facility Location field can be used to edit to location fields.
Topics
• 837 Professional • Edit Service Information
 
Acceptance Tests
AV-83312 Summary | Details
Alternative Service Location - Edit Service Information forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Warning
  • Electronic Billing
  • Edit Service Information (Charge Fee Access)
Scenario 1: Edit Service Information
Specific Setup:
  • Registry Settings:
  • Set the "Enable Alternative Service Location Fields" Registry setting to "Y".
  • Client Data:
  • An existing client is identified and guarantors are assigned to the client in the Financial Eligibility.
  • Service:
  • Services 1, 2, and 3 should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
  • Charges should be created for the Client with Services.
Steps
  1. Open the 'Edit Service Information' form.
  2. Select the Client.
  3. Select the 'Service Start Date' and 'Service End Date'.
  4. Click the [Select Service(s) To Edit] button.
  5. Check the service-1 to edit.
  6. Click the [OK] button.
  7. Verify that the facility location fields are not required when none of them are valued.
  8. Verify that the field ‘Facility Location Code Identifier’ is a text field.
  9. Enter a value in any one of the 'Facility Location' Fields.
  10. Verify that the facility location fields on the 'Edit Service Information' form are set as required whenever any one of the fields is valued.
  11. Fill in all the Facility Location field values.
  12. Select [Submit].
  13. Select [No] in the form return.
  14. Open the SQL Querying tool and validate that the filed Facility Location values for the service is stored with a unique 'JOIN_TO_TX_HISTORY' ID value in the below tables:
  15. "SYSTEM".billing_tx_address
  16. "SYSTEM".billing_claim_address
  17. "SYSTEM".billing_tx_history
  18. Close the SQL query window.
  19. Access the 'Edit Service Information' form.
  20. Select the Client.
  21. Select the 'Service Start Date' and 'Service End Date'.
  22. Click the [Select Service(s) To Edit] button.
  23. Check the service-2 to edit.
  24. Click the [OK] button.
  25. Fill in the Facility Location values exactly similar to the Service-1.
  26. Fill in all other required fields.
  27. Select [Submit].
  28. Select [Yes].
  29. Click the [Select Service(s) To Edit] button.
  30. Check the service-3 to edit.
  31. Click the [OK] button.
  32. Fill in the Facility Location values completely different from the Service-2.
  33. Fill in all other required fields.
  34. Select [Submit].
  35. Select [Yes].
  36. Click the [Select Service(s) To Edit] button.
  37. Check the service-1 and service-2 to edit.
  38. Click the [OK] button.
  39. Verify that the facility location information field values are populated and displayed in the form when the services selected for edit have the facility location information matching.
  40. Make any updates in the Facility location field(s).
  41. Select [Submit].
  42. Select [Yes].
  43. Click the [Select Service(s) To Edit] button.
  44. Check the service-1 to edit.
  45. Click the [OK] button.
  46. Verify that the newly updated location value is being shown.
  47. Open the SQL Querying tool and validate that the filed Facility Location values for the service are added with the new value(s) with a unique 'JOIN_TO_TX_HISTORY' ID values in the below tables:
  48. "SYSTEM".billing_tx_address
  49. "SYSTEM".billing_claim_address
  50. "SYSTEM".billing_tx_history
  51. Close the SQL query window.
  52. Return to the form.
  53. Select the [Select Service(s) To Edit] button.
  54. Select [Yes].
  55. Check the service-2 and service-3 to edit.
  56. Click the [OK] button.
  57. Verify that the facility location information field values are not pulled in and displayed in the form when the services selected for edit have the facility location information not matching each other.
  58. Fill in the Facility location field(s).
  59. Select [Submit].
  60. Select [Yes].
  61. Check the service-2 and service-3 to edit.
  62. Click the [OK] button.
  63. Verify that the facility location information field values are populated and displayed in the form when the services selected for edit have the facility location information matching.
  64. Select [Discard].
  65. Select [Yes].
Scenario 2: The 837 professional bill compiles successfully.
Specific Setup:
  • Client Data:
  • An existing outpatient client is identified and guarantors are assigned to the client in the Financial Eligibility.
  • Registry Settings:
  • Set the "Enable Alternative Service Location Fields" Registry setting to "Y".
  • Service:
  • Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
  • Services are charged and the liability is distributed to the primary guarantor of the client.
  • Charges are Closed.
  • Charges should be created for the Client with Service.
  • The Facility Location field values are filed for the services using the 'Edit Service Information' form.
Steps
  1. Open the 'Electronic Billing' form.
  2. Compile the 837 professional bill for the guarantor.
  3. Verify that the 837 professional bill will be compiled successfully.
  4. Verify that when billing services out via 837, the appropriate facility location information(s) are included in the 837 file.
Scenario 3: Edit Service Information (Charge Fee Access) - Validation
Specific Setup:
  • Registry Settings:
  • Set the "Enable Alternative Service Location Fields" Registry setting to "Y".
  • Client Data:
  • An existing client is identified, and guarantors are assigned to the client in the Financial Eligibility.
  • Service:
  • Services 1, 2, and 3 should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
  • Charges should be created for the Client with Services.
Steps
  1. Open the 'Edit Service Information (Charge Fee Access)' form.
  2. Select the Client.
  3. Select the 'Service Start Date' and 'Service End Date'.
  4. Click the [Select Service(s) To Edit] button.
  5. Check the service-1 to edit.
  6. Click the [OK] button.
  7. Verify that the facility location fields are not required when none of them are valued.
  8. Verify that the field ‘Facility Location Code Identifier’ is a text field.
  9. Enter a value in any one of the 'Facility Location' Fields.
  10. Verify that the facility location fields on the 'Edit Service Information (Charge Fee Access)' form are set as required whenever any one of the fields is valued.
  11. Fill in all the Facility Location field values.
  12. Select [Submit].
  13. Select [No] in the form return.
  14. Open the SQL Querying tool and validate that the filed Facility Location values for the service are stored with a unique 'JOIN_TO_TX_HISTORY' ID value in the below tables,
  15. "SYSTEM".billing_tx_address
  16. "SYSTEM".billing_claim_address
  17. "SYSTEM".billing_tx_history
  18. Close the SQL query window.
  19. Access the 'Edit Service Information' form.
  20. Select the Client.
  21. Select the 'Service Start Date' and 'Service End Date'.
  22. Click the [Select Service(s) To Edit] button.
  23. Check the service-2 to edit.
  24. Click the [OK] button.
  25. Fill in the Facility Location values exactly similar to the Service-1.
  26. Fill in all other required fields.
  27. Select [Submit].
  28. Select [Yes].
  29. Click the [Select Service(s) To Edit] button.
  30. Check the service-3 to edit.
  31. Click the [OK] button.
  32. Fill in the Facility Location values completely different from the Service-2.
  33. Fill in all other required fields.
  34. Select [Submit].
  35. Select [Yes].
  36. Click the [Select Service(s) To Edit] button.
  37. Check the service-1 and service-2 to edit.
  38. Click the [OK] button.
  39. Verify that the facility location information field values are populated and displayed in the form when the services selected for edit have the facility location information matching.
  40. Make any updates in the Facility location field(s).
  41. Select [Submit].
  42. Select [Yes].
  43. Click the [Select Service(s) To Edit] button.
  44. Check the service-1 to edit.
  45. Click the [OK] button.
  46. Verify that the newly updated location value is being shown.
  47. Open the SQL Querying tool and validate that the filed Facility Location values for the service are added with the new value(s) with unique 'JOIN_TO_TX_HISTORY' ID values in the below tables,
  48. "SYSTEM".billing_tx_address
  49. "SYSTEM".billing_claim_address
  50. "SYSTEM".billing_tx_history
  51. Close the SQL query window.
  52. Return to the form.
  53. Select the [Select Service(s) To Edit] button.
  54. Select [Yes].
  55. Check the service-2 and service-3 to edit.
  56. Click the [OK] button.
  57. Verify that the facility location information field values are not pulled in and displayed in the form when the services selected for edit have the facility location information not matching each other.
  58. Fill in the Facility location field(s).
  59. Select [Submit].
  60. Select [Yes].
  61. Check the service-2 and service-3 to edit.
  62. Click the [OK] button.
  63. Verify that the facility location information field values are populated and displayed in the form when the services selected for edit have the facility location information matching.
  64. Select [Discard].
  65. Select [Yes].
Topics
• 837 Professional • Edit Service Information