Avatar Cal-PM 2023 Update 88

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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

An issue is resolved where deleting a client enrolled in CSI Assessment could result in an error: "A transaction record was found not = 400 bytes record number '**? **' had '60' bytes." upon CSI Submission.

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, 70, 71, 79, 81, 82, 84, 87

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-90967 Details \| User Acceptance Tests CSI Submission - Delete Last Movement Resolves an issue to ensure that the CSI submission files successfully after deleting last movement for the client.	Topics • CSI Submission

Acceptance Tests

AV-90967 Summary | Details

CSI Submission - Delete Last Movement

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission (Outpatient)
Call Intake
Crystal Report Viewer
CSI Assessment
CSI Assessment (Call Intake)
CSI Submission
Delete Last Movement
Program Maintenance

Scenario 1: CSI Submission - Delete Last Movement - CSI Assessment on client with episode and without episode

Specific Setup:

Program Maintenance:
Create a new program or identify an existing admit program setup as a ‘Mental Health Program (CSI)’. Note the program code/value.
Create a new program or identify an existing call intake program setup as a ‘Mental Health Program (CSI)’. Note the program code/value.
Admission:
An existing client is identified that have no prior CSI Assessment record on file or the new client is admitted to a CSI program created/identified above. Note the client's id/ name.
Call Intake:
A client is admitted to a temporary episode in the 'Call Intake' form. Note the client's id/ name.
CSI Assessment:
The CSI Assessment records are created for the client admitted through admission form and call intake form.
The 'Include CSI Submission' field is set to 'Yes'.
The location to store CSI submission files is defined in the Facility Defaults form (Output Path On Server For Electronic Billing field).

Steps

Open the 'CSI Submission' form.
Select 'Compile' in the 'Option' field. This file includes all clients who have been admitted in the CSI Admission form.
Verify that the 'From Date' auto populates based on the through date of the last submitted CSI file.
In the 'Through Date' field, enter the last date to include in the compiled file. Note: The through date must be the last date of the month and must be before today's date.
Submit the file.
Verify that the submission completed successfully.
Select 'Submit' option to create the CSI file.
Select the CSI file in the 'Select File to Print/Submit' field.
Select 'Review' in the 'Create File' field.
Select 'Submit' to create the CSI file.
Verify the form submitted successfully and a dialog displays that contains the file name and storage location.
Locate the CSI Submission file and review the contents for desired client/row.
Verify that both the records contain 400 characters.
Open the 'Delete Last Movement' form.
Select desired client admitted through admission form and an existing episode for the client.
Delete the admission movement for the client.
Submit the form.
Open the 'Delete Client' form.
Select desired client admitted through 'Call Intake' form.
Delete the call intake movement for the client.
Submit the form.
Open the 'CSI Submission' form.
Select 'Compile' in the 'Option' field.
Verify that the 'From Date' auto populates.
In the 'Through Date' field, enter the last date to include in the compiled file. Note: The through date must be the last date of the month and must be before today's date.
Submit the file.
Verify that the submission completed successfully.

Topics

• CSI Submission