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Avatar Cal-PM 2024 Monthly Release 2024.01.01 Acceptance Tests

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Update 13 Summary | Details
Diagnosis - Chart View
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
Scenario 1: Diagnosis - Validate display of Practitioner Credentials in the Chart View
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A practitioner is defined in 'Practitioner Enrollment' with the following (Practitioner A):
  • 'Category/Taxonomy' Row 1:
  • 'Effective Date' of "01/01/2022".
  • 'End Date' of "10/01/2023".
  • Practitioner Credential of "Administrator".
  • 'Category/Taxonomy' Row 2:
  • 'Effective Date' of "10/02/2023"
  • No 'End Date' on file.
  • Practitioner Credential of "Medical Doctor".
  • The 'Diagnosis' form must be accessible from the Chart View.
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select "Update" in the 'Type Of Diagnosis' field.
  3. Enter "05/01/2023" in the 'Date Of Diagnosis' field.
  4. Enter the desired value in the 'Time Of Diagnosis Field'.
  5. Click [New Row].
  6. Search for and select the desired value in the 'Diagnosis Search' field.
  7. Select "Active" in the 'Status' field.
  8. Select "Practitioner A" in the 'Diagnosing Practitioner' field.
  9. Populate all other required and desired fields.
  10. Submit the form.
  11. Double-click on "Client A" to access the Chart View.
  12. Select the 'Diagnosis' form from the left-hand side.
  13. Select the episode used in the previous steps.
  14. Validate that the previously diagnosis is displayed.
  15. Validate "Practitioner A" is displayed with the proper practitioner credentials based on the diagnosis date, which is "Administrator".
  16. Close the chart.
  17. Select "Client A" and access the 'Diagnosis' form.
  18. Click [Add].
  19. Select "Update" in the 'Type Of Diagnosis' field.
  20. Enter "11/01/2023" in the 'Date Of Diagnosis' field.
  21. Enter the desired value in the 'Time Of Diagnosis Field'.
  22. Click [New Row].
  23. Search for and select the desired value in the 'Diagnosis Search' field.
  24. Select "Active" in the 'Status' field.
  25. Select "Practitioner A" in the 'Diagnosing Practitioner' field.
  26. Populate all other required and desired fields.
  27. Submit the form.
  28. Double-click on "Client A" to access the Chart View.
  29. Select the 'Diagnosis' form from the left-hand side.
  30. Select the episode used in the previous steps.
  31. Validate that the previously filed diagnosis is displayed.
  32. Validate "Practitioner A" is displayed with the proper practitioner credentials based on the diagnosis date, which is "Medical Doctor".
  33. Close the chart.
Topics
• Diagnosis • Chart View
Update 21 Summary | Details
Avatar Cal-PM 'Cal-OMS Annual Update' and 'Cal-OMS Discharge' Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Administrative Discharge
  • Cal-OMS Discharge
  • Cal-OMS Annual Update
  • Cal-OMS Youth/Detox Discharge
Scenario 1: 'Cal-OMS Administrative Discharge' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Allow Multiple Cal-OMS Admissions Per Avatar Episode' may be optionally enabled/disabled
  • Avatar Cal-PM Registry Setting 'Enable Form Serial Number in Cal-OMS Admission' may optionally be enabled/disabled
  • Avatar Cal-PM Registry Setting 'Allow Edit of Form Serial Number in Cal-OMS Admission' may optionally be enabled/disabled
  • One or more client(s) with existing 'Cal-OMS Admission' record eligible for 'Cal-OMS Administrative Discharge' entry
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Cal-OMS Administrative Discharge' form.
  2. Select client record/Cal-OMS Admission episode for Cal-OMS Administrative Discharge record entry/edit.
  3. Enter/select value for 'Discharge Date'.
  4. Ensure 'Form Serial Number' is present in form; ensure 'Form Serial Number' field is disabled/read-only.
  5. Ensure 'Form Serial Number' field contains/displays Form Serial Number value from associated Cal-OMS Admission record/selected 'Associated Level of Care' record (where Registry Setting 'Enable Form Serial Number in Cal-OMS Admission' is enabled; otherwise, field will remain blank/contain no value).
  6. Enter/select values for all 'Cal-OMS Administrative Discharge' form fields as required/desired.
  7. Click 'Submit' button to file 'Cal-OMS Administrative Discharge' form/record.
  8. In Avatar Cal-PM SQL table 'SYSTEM.cal_oms_discharge', ensure that 'form_serial_number' field is present and reflects data filed via 'Cal-OMS Administrative Discharge' form 'Form Serial Number' field.
  9. In case where Form Serial Number value for associated Cal-OMS Admission record is edited/updated (where Registry Setting 'Allow Edit of Form Serial Number in Cal-OMS Admission' is enabled) - ensure that 'Form Serial Number' value for any associated Cal-OMS Discharge record is updated to same value (may be confirmed via 'Cal-OMS Administrative Discharge' form and/or SQL table 'SYSTEM.cal_oms_discharge').
Scenario 2: 'Cal-OMS Discharge' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' may optionally be enabled (set to 'Y' or 'YC')
  • Avatar Cal-PM Registry Setting 'Allow Multiple Cal-OMS Admissions Per Avatar Episode' may be optionally enabled/disabled
  • Avatar Cal-PM Registry Setting 'Enable Form Serial Number in Cal-OMS Admission' may optionally be enabled/disabled
  • Avatar Cal-PM Registry Setting 'Allow Edit of Form Serial Number in Cal-OMS Admission' may optionally be enabled/disabled
  • 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. Enter/select value for 'Discharge Date'.
  5. Ensure 'Form Serial Number' is present in form; ensure 'Form Serial Number' field is disabled/read-only.
  6. Ensure 'Form Serial Number' field contains/displays Form Serial Number value from associated Cal-OMS Admission record/selected 'Associated Level of Care' record (where Registry Setting 'Enable Form Serial Number in Cal-OMS Admission' is enabled; otherwise, field will remain blank/contain no value).
  7. Navigate to 'Medical/Physical Health Data' section of form.
  8. Select value for 'Which of the following medications did you take as part of treatment?' field (if enabled/present).
  9. In case where 'Methadone' is selected for 'Which of the following medications did you take as part of treatment?' field, ensure the following validation is present:
  10. Where Registry Setting 'Enable LA County Reporting Requirements' is disabled with value 'N' - ensure that user is not presented with error dialog noting 'You can only select Methadone if the 'Level of Care Admitted' is Opioid Treatment Program' and 'Methadone' value/selection is allowed
  11. Where Registry Setting 'Enable LA County Reporting Requirements' is enabled with value 'Y' - ensure that user is not presented with error dialog noting 'You can only select Methadone if the 'Level of Care Admitted' is Opioid Treatment Program' and 'Methadone' value/selection is allowed
  12. Where Registry Setting 'Enable LA County Reporting Requirements' is enabled with value 'YC' - ensure that if 'Level of Care Admitted' for selected episode/location of admission is not 'Opioid Treatment Program' user is presented with error dialog noting 'You can only select Methadone if the 'Level of Care Admitted' is Opioid Treatment Program' and 'Methadone' value/selection is not allowed
  13. Enter/select values for all other 'Cal-OMS Discharge' form fields as required/desired.
  14. Click 'Submit' button to file 'Cal-OMS Discharge' form/record.
  15. Open Crystal Reports or other SQL reporting tool.
  16. In Avatar Cal-PM SQL table 'SYSTEM.cal_oms_discharge', ensure that 'form_serial_number' field is present and reflects data filed via 'Cal-OMS Discharge' form 'Form Serial Number' field.
  17. In case where Form Serial Number value for associated Cal-OMS Admission record is edited/updated (where Registry Setting 'Allow Edit of Form Serial Number in Cal-OMS Admission' is enabled) - ensure that 'Form Serial Number' value for any associated Cal-OMS Discharge record is updated to same value (may be confirmed via 'Cal-OMS Discharge' form and/or SQL table 'SYSTEM.cal_oms_discharge').
Scenario 3: 'Cal-OMS Annual Update' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Allow Multiple Cal-OMS Admissions Per Avatar Episode' may be optionally enabled/disabled
  • Avatar Cal-PM Registry Setting 'Enable Form Serial Number in Cal-OMS Admission' may optionally be enabled/disabled
  • Avatar Cal-PM Registry Setting 'Allow Edit of Form Serial Number in Cal-OMS Admission' may optionally be enabled/disabled
  • 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. Enter/select value for 'Annual Update Date' and 'Associated Level of Care' field (if enabled/present).
  5. Ensure 'Form Serial Number' is present in form; ensure 'Form Serial Number' field is disabled/read-only.
  6. Ensure 'Form Serial Number' field contains/displays Form Serial Number value from associated Cal-OMS Admission record/selected 'Associated Level of Care' record (where Registry Setting 'Enable Form Serial Number in Cal-OMS Admission' is enabled; otherwise, field will remain blank/contain no value).
  7. Enter/select values for all other 'Cal-OMS Annual Update' form fields as required/desired.
  8. Click 'Submit' button to file 'Cal-OMS Annual Update' form/record.
  9. Open Crystal Reports or other SQL reporting tool.
  10. In Avatar Cal-PM SQL table 'SYSTEM.cal_oms_annual_update', ensure that 'form_serial_number' field is present and reflects data filed via 'Cal-OMS Annual Update' form 'Form Serial Number' field.
  11. In case where Form Serial Number value for associated Cal-OMS Admission record is edited/updated (where Registry Setting 'Allow Edit of Form Serial Number in Cal-OMS Admission' is enabled) - ensure that 'Form Serial Number' value for all associated Cal-OMS Annual Update record(s) is updated to same value (may be confirmed via 'Cal-OMS Annual Update' form and/or SQL table 'SYSTEM.cal_oms_annual_update').
Scenario 4: 'Cal-OMS Youth/Detox Discharge' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Allow Multiple Cal-OMS Admissions Per Avatar Episode' may be optionally enabled/disabled
  • Avatar Cal-PM Registry Setting 'Enable Form Serial Number in Cal-OMS Admission' may optionally be enabled/disabled
  • Avatar Cal-PM Registry Setting 'Allow Edit of Form Serial Number in Cal-OMS Admission' may optionally be enabled/disabled
  • One or more client(s) with existing 'Cal-OMS Admission' record eligible for 'Cal-OMS Youth/Detox Discharge' entry
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Cal-OMS Youth/Detox Discharge' form.
  2. Select client record/Cal-OMS Admission episode for Cal-OMS Youth/Detox Discharge record entry/edit.
  3. Enter/select value for 'Discharge Date'.
  4. Ensure 'Form Serial Number' is present in form; ensure 'Form Serial Number' field is disabled/read-only.
  5. Ensure 'Form Serial Number' field contains/displays Form Serial Number value from associated Cal-OMS Admission record/selected 'Associated Level of Care' record (where Registry Setting 'Enable Form Serial Number in Cal-OMS Admission' is enabled; otherwise, field will remain blank/contain no value).
  6. Enter/select values for all 'Cal-OMS Youth/Detox Discharge' form fields as required/desired.
  7. Click 'Submit' button to file 'Cal-OMS Youth/Detox Discharge' form/record.
  8. In Avatar Cal-PM SQL table 'SYSTEM.cal_oms_discharge', ensure that 'form_serial_number' field is present and reflects data filed via 'Cal-OMS Youth/Detox Discharge' form 'Form Serial Number' field.
  9. In case where Form Serial Number value for associated Cal-OMS Admission record is edited/updated (where Registry Setting 'Allow Edit of Form Serial Number in Cal-OMS Admission' is enabled) - ensure that 'Form Serial Number' value for any associated Cal-OMS Discharge record is updated to same value (may be confirmed via 'Cal-OMS Youth/Detox Discharge' form and/or SQL table 'SYSTEM.cal_oms_discharge').
Avatar Cal-PM 'Cal-OMS Admission' and 'Cal-OMS Discharge' Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Discharge
Scenario 1: 'Cal-OMS Discharge' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' may optionally be enabled (set to 'Y' or 'YC')
  • Avatar Cal-PM Registry Setting 'Allow Multiple Cal-OMS Admissions Per Avatar Episode' may be optionally enabled/disabled
  • Avatar Cal-PM Registry Setting 'Enable Form Serial Number in Cal-OMS Admission' may optionally be enabled/disabled
  • Avatar Cal-PM Registry Setting 'Allow Edit of Form Serial Number in Cal-OMS Admission' may optionally be enabled/disabled
  • 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. Enter/select value for 'Discharge Date'.
  5. Ensure 'Form Serial Number' is present in form; ensure 'Form Serial Number' field is disabled/read-only.
  6. Ensure 'Form Serial Number' field contains/displays Form Serial Number value from associated Cal-OMS Admission record/selected 'Associated Level of Care' record (where Registry Setting 'Enable Form Serial Number in Cal-OMS Admission' is enabled; otherwise, field will remain blank/contain no value).
  7. Navigate to 'Medical/Physical Health Data' section of form.
  8. Select value for 'Which of the following medications did you take as part of treatment?' field (if enabled/present).
  9. In case where 'Methadone' is selected for 'Which of the following medications did you take as part of treatment?' field, ensure the following validation is present:
  10. Where Registry Setting 'Enable LA County Reporting Requirements' is disabled with value 'N' - ensure that user is not presented with error dialog noting 'You can only select Methadone if the 'Level of Care Admitted' is Opioid Treatment Program' and 'Methadone' value/selection is allowed
  11. Where Registry Setting 'Enable LA County Reporting Requirements' is enabled with value 'Y' - ensure that user is not presented with error dialog noting 'You can only select Methadone if the 'Level of Care Admitted' is Opioid Treatment Program' and 'Methadone' value/selection is allowed
  12. Where Registry Setting 'Enable LA County Reporting Requirements' is enabled with value 'YC' - ensure that if 'Level of Care Admitted' for selected episode/location of admission is not 'Opioid Treatment Program' user is presented with error dialog noting 'You can only select Methadone if the 'Level of Care Admitted' is Opioid Treatment Program' and 'Methadone' value/selection is not allowed
  13. Enter/select values for all other 'Cal-OMS Discharge' form fields as required/desired.
  14. Click 'Submit' button to file 'Cal-OMS Discharge' form/record.
  15. Open Crystal Reports or other SQL reporting tool.
  16. In Avatar Cal-PM SQL table 'SYSTEM.cal_oms_discharge', ensure that 'form_serial_number' field is present and reflects data filed via 'Cal-OMS Discharge' form 'Form Serial Number' field.
  17. In case where Form Serial Number value for associated Cal-OMS Admission record is edited/updated (where Registry Setting 'Allow Edit of Form Serial Number in Cal-OMS Admission' is enabled) - ensure that 'Form Serial Number' value for any associated Cal-OMS Discharge record is updated to same value (may be confirmed via 'Cal-OMS Discharge' form and/or SQL table 'SYSTEM.cal_oms_discharge').
Scenario 2: 'Cal-OMS Admission' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' may optionally be enabled (set to 'Y' or 'YC')
  • Client record eligible for Cal-OMS Admission record entry/edit
Steps
  1. Open Avatar Cal-PM 'Cal-OMS Admission' form.
  2. Select client/episode for Cal-OMS Admission entry (or select existing Cal-OMS Admission record for view/edit).
  3. Enter/select values for required form fields in first/main section of form.
  4. Navigate to 'Medical/Physical Health Data' section of form.
  5. Select value for 'Which of the following medication is prescribed as part of treatment?' field (or 'Medication is prescribed as part of treatment' field).
  6. In case where 'Methadone' is selected for 'Which of the following medication is prescribed as part of treatment?' field, ensure the following validation is present:
  7. Where Registry Setting 'Enable LA County Reporting Requirements' is disabled with value 'N' - ensure that user is not presented with error dialog noting 'You can only select Methadone if the 'Level of Care Admitted' is Opioid Treatment Program' and 'Methadone' value/selection is allowed
  8. Where Registry Setting 'Enable LA County Reporting Requirements' is enabled with value 'Y' - ensure that user is not presented with error dialog noting 'You can only select Methadone if the 'Level of Care Admitted' is Opioid Treatment Program' and 'Methadone' value/selection is allowed
  9. Where Registry Setting 'Enable LA County Reporting Requirements' is enabled with value 'YC' - ensure that if 'Level of Care Admitted' for selected episode/location of admission is not 'Opioid Treatment Program' user is presented with error dialog noting 'You can only select Methadone if the 'Level of Care Admitted' is Opioid Treatment Program' and 'Methadone' value/selection is not allowed
Avatar Cal-PM Cal-OMS Web Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Admission Web Service
  • Cal-OMS Annual Update Web Service
Scenario 1: Cal-OMS Admission Web Service - Verification of Web Service Filing
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' must be enabled (set to 'Y' or 'YC')
  • Application utilizing the Avatar Cal-PM 'Cal-OMS Admission' web service (including Avatar CareFabric)
  • One or more client(s) with episodes eligible for 'Cal-OMS Admission' record filing
Steps
  1. Using the 'Cal-OMS Admission' web service, submit request to 'FileCalOMSAdmission' method to create or update Cal-OMS Admission record.
  2. Confirm 'Cal-OMS Admission' web service responds with confirmation data/ID on successful filing of 'FileCalOMSAdmission' method.
  3. Example:"<Confirmation>ClientID:305||EP:1||UniqueID:OMA.001</Confirmation>"
  4. Confirm 'Cal-OMS Admission' web service responds with confirmation message on successful filing of 'FileCalOMSAdmission' method.
  5. Example:"<Message>Cal-OMS Admission web service has been filed successfully.</Message>"
  6. Confirm 'Cal-OMS Admission' web service responds with successful status value on successful filing of 'FileCalOMSAdmission' method.
  7. Example:"<Status>1</Status>"
  8. Open Avatar Cal-PM 'Cal-OMS Admission' form and select client/episode/Cal-OMS Admission record filed via web service for view/update.
  9. Confirm Cal-OMS Admission record is created/updated in Avatar Cal-PM with values/data submitted via web service, including optional form fields enabled via the Avatar Cal-PM 'Enable LA County Reporting Requirements' Registry Setting.
Scenario 2: Cal-OMS Annual Update Web Service - Verification of Web Service Filing
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' must be enabled (set to 'Y' or 'YC')
  • Application utilizing the Avatar Cal-PM 'Cal-OMS Annual Update' web service (including Avatar CareFabric)
  • One or more client(s) with episodes eligible for 'Cal-OMS Annual Update' record filing
Steps
  1. Using the 'Cal-OMS Annual Update' web service, submit request to 'FileCalOMSAnnualUpdate' method to create or update Cal-OMS Annual Update record.
  2. Confirm 'Cal-OMS Annual Update' web service responds with confirmation data/ID on successful filing of 'FileCalOMSAnnualUpdate' method.
  3. Example:"<Confirmation>ClientID:111||EP:1||UniqueID:OMU.001</Confirmation>"
  4. Confirm 'Cal-OMS Annual Update' web service responds with confirmation message on successful filing of 'FileCalOMSAnnualUpdate' method.
  5. Example:"<Message>Cal-OMS Annual Update web service has been filed successfully.</Message>"
  6. Confirm 'Cal-OMS Annual Update' web service responds with successful status value on successful filing of 'FileCalOMSAnnualUpdate' method.
  7. Example:"<Status>1</Status>"
  8. Open Avatar Cal-PM 'Cal-OMS Annual Update' form and select client/episode/Cal-OMS Annual Update record filed via web service for view/update.
  9. Confirm Cal-OMS Annual Update record is created/updated in Avatar Cal-PM with values/data submitted via web service, including optional form fields enabled via the Avatar Cal-PM 'Enable LA County Reporting Requirements' Registry Setting.
Scenario 3: 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 'Y' or 'YC')
  • Application utilizing the Avatar Cal-PM 'Cal-OMS Discharge' web service (including Avatar CareFabric)
  • One or more client(s) with episodes eligible for 'Cal-OMS Discharge' record filing
Steps
  1. Using the 'Cal-OMS Discharge' 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:305||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 optional form fields enabled via the Avatar Cal-PM 'Enable LA County Reporting Requirements' Registry Setting.
Topics
• Registry Settings • Cal-OMS • Web Services
Update 27 Summary | Details
Edit Service Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Recurring Client Charge Input (Diagnosis Entry)
  • Service Codes
  • Fast Financial Eligibility
Scenario 1: Recurring Client Charge Input (Diagnosis Entry) - Field Validations - When 'Enable Multiple Add-On Code Per Primary Code Functionality' = Y.
Specific Setup:
  • Registry Setting:
  • Avatar PM->System Maintenance->Service Code Maintenance->->->Enable Multiple Add-On Code Per Primary Code Functionality setting is set to 'Y'.
  • Admission:
  • An existing client is identified or a new client is admitted. Note client id, admission program, admission date.
  • Diagnosis:
  • Diagnosis is created for the Client.
  • Financial Eligibility:
  • A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
  • Client Charge Input:
  • A service rendered to a client with an add-on service.
  • Client Ledger:
  • Make sure both service are on the ledger.
Steps
  1. Open "Service Codes" form.
  2. Click [Add] in 'Add New Or Edit Existing'. - Service Code 1
  3. Enter any value in 'New Service Code'.
  4. Enter any value in 'Service Code Definition'.
  5. Click any value in 'Service Required By'.
  6. Select any value from 'Type of Service' dropdown list.
  7. Select any value in 'Type of Fee'.
  8. Click [No] in' Is This Service An Intervention?'.
  9. Click any value in 'Designated Degree of Rounding'.
  10. Select any value from 'Group Code' dropdown list.
  11. Select any value from 'Covered Charge Category' dropdown list.
  12. Click [No] in 'Is This A Balance Forward Service Code'.
  13. Click [No] in 'Does This Code Have A Professional Component'.
  14. Click [No] in 'Is This Service A Visit'.
  15. Click any value in 'Service Code Category'.
  16. Click any value in 'Service Code Type'.
  17. Click [File Service Code].
  18. Follow Steps 1-18 and Add Service Codes - Service Code 2,Service Code 3,Service Code 4,Service Code 5.
  19. Open "Service Codes" form.
  20. Click [Edit] in 'in 'Add New Or Edit Existing'.
  21. In 'Multiple Add-On Codes' select Service Codes.
  22. Click [File Service Code].
  23. Click [Discard].
  24. Click [Yes].
  25. Open "Service Fee/Cross Reference Maintenance".
  26. Click [Enter New] in 'Enter New Or Edit Existing Fee/Cross Reference'.
  27. Enter Service Code created in above steps in 'Service Code'.
  28. Enter any value in 'From Date'.
  29. Enter any value in 'Duration Range'.
  30. Enter any value in 'Fee'.
  31. Click [Submit].
  32. Validate [Yes].
  33. Repeat steps 25- 32 for all the service codes created above.
  34. Open "Recurring Client Charge Input (Diagnosis Entry)" form.
  35. Click [Recurring Client Charge Input With Diagnosis Entry].
  36. Click [Y] in From Date.
  37. Click [T] in Through Date.
  38. Click [No] in 'Exclude Weekends'.
  39. Click [all] in 'Select Dates'.
  40. Click [Client Charge Input With Diagnosis Entry].
  41. Enter the Client ID in 'Client ID'.
  42. Select any value in 'Episode'.
  43. Enter service code created above in 'Service Code'.
  44. Enter any value in 'Practitioner'.
  45. Enter any value in 'Duration'.
  46. Enter any value in 'Diagnosis'.
  47. Click [Add-On Service].
  48. Select service code created above from 'Service Code' dropdown list.
  49. Enter any value in 'Add-on Duration'.
  50. Click [Add-on Service].
  51. Click [Submit]
  52. Click [No].
  53. Open "Client Ledger" form.
  54. Enter the Client ID in 'Client ID'.
  55. Click [All Episode] in 'Claim/Episode/All Episodes'.
  56. Click [Y] in 'From Date'.
  57. Click [T] in 'To Date'.
  58. Click [Simple] in 'Ledger Type'.
  59. Click [Process].
  60. Validate the report has both main service and add on service.
  61. Click [X].
  62. Click [No].
  63. Open "Spreadsheet Edit Service Information" form.
  64. Click [Individual] in 'Individual Or All Programs'.
  65. Select the appropriate Program of the Client defined in the setup.
  66. Enter the Client ID in 'Client ID'.
  67. Click [Y] in 'Begin Date of Service'.
  68. Click[T] in 'End Date of Service'.
  69. Click [Edit Service Information].
  70. Verify the grid does not show Add on service created in above steps.
  71. Click [Close/Cancel].
  72. Click [Discard].
Topics
• Client Charge Input • Spreadsheet Edit Service Information • NX
Update 29 Summary | Details
Cal-OMS Admission form - Employment Status
Scenario 1: CalOMS Admission - Validation
Specific Setup:
  • The registry setting "Enable LA County Reporting Requirements" is set to "Y".
  • A new client (OP) is created or an existing one is identified to perform Cal-OMS admission.
  • 'Client A'.
Steps
  1. Open the 'Cal-OMS Admission' form.
  2. Search for 'Client A' and select from the results.
  3. Select the episode from the grid.
  4. Navigate to the 'Employment Data' section.
  5. Verify that the section 'If the participant is not in the labor force, which of the following describes this participant? *' is dependent on the selection made in the field 'Employment Status', By performing the below actions:
  6. Select 'Employed Full Time (35 hrs or more)', in 'Employment Status'.
  7. Select 'Employed Part Time (less than 35 hrs)', in 'Employment Status'.
  8. Select 'Unemployed Looking For Work', in 'Employment Status'.
  9. Select 'Unemployed - (Not seeking)', in 'Employment Status'.
  10. Select 'Not in the labor force (Not seeking)', in 'Employment Status'.
  11. Validate that the section 'If the participant is not in the labor force, which of the following describes this participant? *' is enabled and required only when the selection e of step 5 is made.
  12. For all other selection(s) - a to d of step 5, the section remains not required and is disabled.
  13. Fill out all the needed fields of the 'Cal-OMS Admission' form and select [Submit].
  14. Select [Continue Filing].
  15. Open 'Registry Settings'.
  16. Search and set the 'Enable LA County Reporting Requirements' Registry Setting value to "N".
  17. Click [Submit].
  18. Click [OK].
  19. Click [No].
  20. Open the 'Cal-OMS Admission' form.
  21. Select the episode from the grid.
  22. Select the Cal-OMS Admission record from the grid.
  23. Select the 'Transaction Data' section.
  24. Validate that the 'Admission Transaction Type' text is now enabled.
  25. Click 'Initial Admission - Admission Transaction Type'.
  26. Select the 'Employment Data' section.
  27. Validate that the 'Employment Status' text exists.
  28. Verify that the selection made in Step 5 is retained.
  29. Validate that the section 'If the participant is not in the labor force, which of the following describes this participant? *' does not exist.
  30. Click [Submit].
  31. Open 'Registry Settings'.
  32. Search and set the 'Enable LA County Reporting Requirements' Registry Setting value back to "Y".
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
  36. Open the 'Cal-OMS Admission' form.
  37. Select the episode from the grid.
  38. Select the Cal-OMS Admission record from the grid.
  39. Select the 'Transaction Data' section.
  40. Validate that the 'Admission Transaction Type' text is now disabled.
  41. Verify that the selection filed in Step 20 is retained.
  42. Select the 'Employment Data' section.
  43. Validate that the field "Employment Status" is populated with the selected/ filed value.
  44. Validate that the field "If the participant is not in the labor force, which of the following describes this participant? *" is populated with the selected/ filed value.
  45. Verify that the section 'If the participant is not in the labor force, which of the following describes this participant? *' is dependent on the selection made in the field 'Employment Status', By performing the below actions:
  46. Select 'Employed Full Time (35 hrs or more)', in 'Employment Status'.
  47. Select 'Employed Part Time (less than 35 hrs)', in 'Employment Status'.
  48. Select 'Unemployed Looking For Work', in 'Employment Status'.
  49. Select 'Unemployed - (Not seeking)', in 'Employment Status'.
  50. Select 'Not in the labor force (Not seeking)', in 'Employment Status'.
  51. Validate that the section 'If the participant is not in the labor force, which of the following describes this participant? *' is enabled and required only when the selection e of step 5 is made.
  52. For all other selection(s) - a to d of step 5, the section remains not required and is disabled.
  53. Select the 'Admission Data' section.
  54. Validate that the field "What is your Principal Source of Referral?" is populated with the filed value.
  55. Clear the field by clicking the 'x' button on it.
  56. Validate that the field is cleared successfully.
  57. Fill out or modify all the needed fields and select [Submit].
  58. Select [Continue Filing].
  59. Open the 'Cal-OMS Admission' form.
  60. Select the episode from the grid.
  61. Select the Cal-OMS Admission record from the grid.
  62. Select the 'Admission Data' section.
  63. Validate that the field "What is your Principal Source of Referral?" is populated with the recently filed value.
  64. Fill out or modify all the needed fields.
  65. Select [Submit].
  66. Verify that we landed on the home screen that shows 'What can I help you find?'.
Topics
• Cal-Oms Admission
Update 34 Summary | Details
Search Results - Diagnosis Filtering
Scenario 1: Diagnosis - Editing a diagnosis
Specific Setup:
  • Admission:
  • An existing client is identified or a new client is admitted. Note the client id/Name.
  • Diagnosis:
  • A client must have a diagnosis entered.
Steps
  1. Open the 'Diagnosis' form.
  2. Search for desired client in the 'Select Client' field.
  3. Validate results display.
  4. Select desired client from the results.
  5. Validate a Pre-Display is displayed showing existing diagnoses for the client.
  6. Select an existing diagnosis record.
  7. Click [Edit].
  8. Enter an invalid time in the 'Time of Diagnosis' field.
  9. Validate an Error message stating: "Invalid time format. HH:MM AM, HH:MM PM or HHMM military time (Midnight is 0000 hours.)"
  10. Validate the 'Time of Diagnosis' field defaults to the time that was saved prior.
  11. Change the 'Time of Diagnosis' field to the current time.
  12. Enter a different practitioner in the 'Diagnosing Practitioner' field.
  13. Select "Void" in the 'Status' field.
  14. Validate the voided diagnosis is crossed off.
  15. Navigate to the myDay view.
  16. Navigate back to the open 'Diagnosis' form.
  17. Validate the voided diagnosis is crossed off.
  18. Validate the 'Diagnosing Practitioner' contains the value entered in the previous steps.
  19. Click [Submit].
  20. Validate a Pre-Display Confirmation dialog is displayed stating: Do you want to return to Pre-Display?
  21. Click [Yes].
  22. Select desired diagnosis record.
  23. Click [Edit].
  24. Select "No" in the 'Show Active Only' field.
  25. Validate the voided diagnosis displays and is crossed off.
  26. Close the form.
  27. Open the "Registry Settings" form.
  28. Search for the registry setting "Default Limit Results by ICD Category".
  29. Set the value to any valid value. You can combine values by inserting an '&' such as "F&Z", which will return results whose ICD10 value begins with the letters "F" and "Z".
  30. Click [Submit] to file the form.
  31. Open the "Diagnosis" form.
  32. Edit a previously added row of the "Diagnosis" table.
  33. Search for any a number or letter and only the values with an ICD10 code that begins with the value specified in the registry setting will show up in the search results.
Scenario 2: Diagnosis - Diagnosis Entry
Specific Setup:
  • A client must be enrolled in an active episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add].
  3. Select "Admission" in the 'Type of Diagnosis' field.
  4. Press the 'Tab' key on the 'Type of Diagnosis' field.
  5. Validate the focus shifts to the 'Date of Diagnosis' field and the admission date is displayed as expected.
  6. Press the 'Tab' key on the 'Date of Diagnosis' field.
  7. Validate the focus shifts to the 'Time of Diagnosis' field.
  8. Enter any value in the 'Time of Diagnosis' field.
  9. Click [New Row].
  10. Search for and select the desired value in the 'Diagnosis Search' field.
  11. Verify the 'Add To Problem List' field is defaulted to 'Yes'.
  12. Populate all required and desired fields.
  13. Click [Submit] and [No].
  14. Select "Client A" and access the ‘Diagnosis’ form.
  15. Select the previously created diagnosis row to edit.
  16. Click [Edit].
  17. Click [New Row].
  18. Search for and select the desired value in the 'Diagnosis Search' field.
  19. Validate that the 'Diagnosis Search' returns the expected diagnoses.
  20. Populate all required and desired fields.
  21. Click [Submit] and [No].
  22. Select "Client A" and access the 'Diagnosis' form.
  23. Select the diagnosis row edited in the previous steps.
  24. Click [Edit].
  25. Validate that the newly added diagnosis row is displayed.
  26. Close the form.
  27. Open the "Registry Settings" form.
  28. Search for the registry setting "Default Limit Results by ICD Category".
  29. Set the value to any valid value. You can combine values by inserting an '&' such as "F&Z", which will return results whose ICD10 value begins with the letters "F" and "Z".
  30. Click [Submit] to file the form.
  31. Select 'Client A' and open the "Diagnosis" form.
  32. Edit a previously added row of the "Diagnosis" table.
  33. Search for any number or letter and only the values with an ICD10 code that begins with the value specified in the registry setting will show up in the search results.
Scenario 3: Registry Setting - Default Limit Results by ICD Category"
Specific Setup:
  • Note: When setting up the new Registry Setting, 'Default Limit Results by ICD Category', also check the following registry setting: 'Avatar PM->Client Information->Diagnosis->->->Remove References to ICD-9/DSM-IV Codesets'. If it's set to '2' do the following:
  • Open the "Client Charge Input With Diagnosis Entry" form.
  • Attempt to do a search on Diagnosis.
  • Validate the search results are limited to the ICD codes that begin with the letters from the registry setting value.
  • If 'No Records Found' is in the search results, then update 'Remove References to ICD-9/DSM-IV Codesets' as follows:
  1. Change the value from 2 to 0 and submit the change.
  2. Change the value from 0 back to 2 and submit the change.
  3. Repeat steps the above steps to verify that the results are displayed as expected.
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Default Limit Results by ICD Category".
  3. Note: This registry setting is only available in NX.
  4. Note the registry setting is defaulted to blank. This will generate all results.
  5. Open any of the following forms that include a diagnosis search such as "Client Chart Input with Diagnosis", "Diagnosis", "Edit Service Information", "Service Panel Chart Input", "Set Associated Codes", Ambulatory or Inpatient Progress Notes with Diagnosis, etc.
  6. Attempt to do a search on Diagnosis.
  7. Validate the search result returns all values and does not filter any results.
  8. Open the "Registry Settings" form.
  9. Search for the registry setting "Default Limit Results by ICD Category".
  10. Set the registry setting to a valid value other than blank.
  11. Open any of the forms mentioned in step 2.
  12. Attempt to do a search on Diagnosis.
  13. Validate the search results are limited to the ICD codes that begin with the letters from the registry setting value.
Topics
• Diagnosis
Update 44 Summary | Details
Web Service
Scenario 1: Create an Admission via the WEBSVC.ClientAdmissionV2 web service
Steps
  1. Using desired web service tool, create a request for 'WEBSVC Client AdmissionV2'.
  2. Enter the System Code in 'System Code' Field.
  3. Enter the user name in the 'User Name' field.
  4. Enter the password in the 'Password' field.
  5. Enter any value in 'Last Name'.
  6. Enter any value in 'First Name'.
  7. Enter any value in 'Sex'.
  8. Enter any value in 'Type Of Admission'.
  9. Enter any value in 'Preadmit/Admission Date'.
  10. Click [Run].
  11. Verify Response.
  12. Open 'Admission' Form.
  13. Enter Value in 'Last Name'.
  14. Enter Value in 'First Name'.
  15. Enter 'Sex'.
  16. Click [Search].
  17. Select the Client.
  18. Click [Edit].
  19. Validate the fields are populated from Web Service.
  20. Click [Submit].
Scenario 2: Update Client Demographics via WEBSVC.ClientDemographicsV2
Steps
  1. Using desired web service tool, create a request for 'WEBSVC ClientDemographicsV2'.
  2. Enter the System Code in 'System Code' Field.
  3. Enter the user name in the 'User Name' field.
  4. Enter the password in the 'Password' field.
  5. Enter any value in 'Last Name'.
  6. Enter any value in 'First Name'.
  7. Enter any value in 'Sex'.
  8. Enter any value in 'Type Of Admission'.
  9. Enter any value in 'Preadmit/Admission Date'.
  10. Click [Run].
  11. Verify Response.
  12. Open 'Admission' Form.
  13. Enter Value in 'Last Name'.
  14. Enter Value in 'First Name'.
  15. Enter 'Sex'.
  16. Click [Search].
  17. Select the Client.
  18. Click [Edit].
  19. Validate the fields are populated from Web Service.
  20. Click [Submit].
Topics
• Admission • Web Services
Update 45 Summary | Details
Title: 837 Billing - Co-Practitioner Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Electronic Billing
  • Client Charge Input
Scenario 1: Cal-PM - 837 Professional - Validate processing when progress note has a practitioner and a co-practitioner
Specific Setup:
  • Registry Setting: ‘Enable Co-Practitioner Services From Progress Notes’ has a value of ‘Y’.
  • Service Code A:
  • Service can be billed on the 837 Professional and has a fee defined in ‘Service Fee/Cross Reference Maintenance. Note the fee.
  • Client A:
  • Note the client’s admission date and program.
  • Financial Eligibility is assigned to a Med-Cal guarantor that allows customization of the plan. The plan is customized to set the ‘Insurance Dollar Limit Per Day’ to the amount of the fee noted above. The client has no other guarantors assigned.
  • A progress note has been created for Client A, Service Code A, has a duration, a practitioner, a co-practitioner, and a co-practitioner duration. Note the date of service.
  • Client Ledger has been used to verify that the practitioner service distributed to the Med-Cal guarantor and that the co- practitioner service distributed to the default guarantor (99999).
  • Close Charges has been used to close the charge.
  • Create Interim Billing Batch File has been used to create a batch for the service. Note the batch number.
  • Client B & Client C will be merged through 'Client Merge'.
  • Client B:
  • Note the client’s admission date and program.
  • Add diagnosis and financial eligibility records using the desired guarantor.
  • A progress note has been created for Client B, Service Code A, has a duration, a practitioner, a co-practitioner, and a co-practitioner duration. Note the date of service.
  • Client Ledger has been used to verify that the practitioner service distributed to the guarantor.
  • Client C:
  • Note the client’s admission date and program. Ensure that the program will allow the program for Client B to merge into the program for Client C.
  • Add diagnosis and financial eligibility records using the same guarantor.
  • Client Charge Input is used to create a service for Service Code A, on the same least one more service, using desired service code, on the same date of service, with a co-practitioner, and a co-practitioner duration.
  • Client Ledger has been used to verify that the practitioner service distributed to the guarantor.
  • Client Merge: Merge Client B (source client), into Client C (target client).
  • Edit Service Information:
  • Edit the co-practitioner duration for Service A, originally for Client B, on the primary service, not the co-practitioner service. Validate that the duration change was retained.
  • Edit the co-practitioner duration for Service A, for Client C, on the primary service, not the co-practitioner service. Validate that the duration change was retained.
  • Create Interim Billing Batch File: Create a batch for the services for Client C.
  • Close Charges: Close the charges in the interim batch.
Steps
  1. Open ‘Electronic Billing’.
  2. Select ‘837-Professional’ in ‘Billing Form’.
  3. Select ‘Medi-Cal’ in ‘Type Of Bill’.
  4. Select ‘All’ in ‘Individual Or All Guarantors’.
  5. Select ‘Outpatient’ in ‘Billing Type’.
  6. Select ‘Sort File’ in ‘Billing Options’.
  7. Set ‘File Description/Name’ to desired value’.
  8. Select ‘Interim Batch’ in ‘All Clients Or Interim Billing Batch’.
  9. Select the desired ‘Interim Batch Number’ that contains the services for Client A.
  10. Select desired value in ‘Create Claims’.
  11. Enter the desired values in required date fields.
  12. Select desired value in ‘Include Primary and/or Secondary Billing’.
  13. Click Process.
  14. Validate that an error message is received stating: ‘No Valid Information Found. Please Check The Error Report’.
  15. Select ‘Run Report’ in ‘Billing Options’.
  16. Select ‘Print’ in ‘Print Or Delete Report’.
  17. Select the ‘File Description/Name’ from above in ‘File’.
  18. Click [Print 837 Report].
  19. Click the ‘Required Data Missing: Patient Service Data’ link.
  20. Validate that the error message states: ‘ A parent service can only be billed if all the co-practitioner services are also on the bill’ and provides the service date and service code.
  21. Close the report.
  22. Close the form.
  23. Open ‘Electronic Billing’.
  24. Select ‘837-Professional’ in ‘Billing Form’.
  25. Select desired value in ‘Type Of Bill’.
  26. Select ‘All’ in ‘Individual Or All Guarantors’.
  27. Select ‘Outpatient’ in ‘Billing Type’.
  28. Select ‘Sort File’ in ‘Billing Options’.
  29. Set ‘File Description/Name’ to desired value’.
  30. Select ‘Interim Batch’ in ‘All Clients Or Interim Billing Batch’.
  31. Select the desired ‘Interim Batch Number’ that contains the services for Client A.
  32. Select desired value in ‘Create Claims’.
  33. Enter the desired values in required date fields.
  34. Select desired value in ‘Include Primary and/or Secondary Billing’.
  35. Click Process.
  36. Validate that no error is received.
  37. Select 'Dump File' in 'Billing Options'.
  38. Select 'Print' in 'Print or Delete Report'.
  39. Select the desired 'File'.
  40. Click [Process].
  41. Review the file to validate that the CLM and SV1 segments are correct.
  42. Close the form.
Scenario 2: Cal-PM - 837 Institutional - Validate processing when progress note has a practitioner and a co-practitioner
Specific Setup:
  • Registry Setting: ‘Enable Co-Practitioner Services From Progress Notes’ has a value of ‘Y’.
  • Service Code A:
  • Service can be billed on the 837 Institutional and has a fee defined in ‘Service Fee/Cross Reference Maintenance. Note the fee.
  • Client A:
  • Note the client’s admission date and program.
  • Financial Eligibility is assigned to a Med-Cal guarantor that allows customization of the plan. The plan is customized to set the ‘Insurance Dollar Limit Per Day’ to the amount of the fee noted above. The client has no other guarantors assigned.,
  • A progress note has been created for Client A, Service Code A, has a duration, a practitioner, a co-practitioner, and a co-practitioner duration. Note the date of service.
  • Client Ledger has been used to verify that the practitioner service distributed to the Med-Cal guarantor and that the co- practitioner service distributed to the default guarantor (99999).
  • Close Charges has been used to close the charge.
  • Create Interim Billing Batch File has been used to create a batch for the service. Note the batch number.
  • Client B & Client C will be merged through 'Client Merge'.
  • Client B:
  • Note the client’s admission date and program.
  • Add diagnosis and financial eligibility records using the desired guarantor.
  • A progress note has been created for Client B, Service Code A, has a duration, a practitioner, a co-practitioner, and a co-practitioner duration. Note the date of service.
  • Client Ledger has been used to verify that the practitioner service distributed to the guarantor.
  • Client C:
  • Note the client’s admission date and program. Ensure that the program will allow the program for Client B to merge into the program for Client C.
  • Add diagnosis and financial eligibility records using the same guarantor.
  • Client Charge Input is used to create a service for Service Code A, on the same least one more service, using desired service code, on the same date of service, with a co-practitioner, and a co-practitioner duration.
  • Client Ledger has been used to verify that the practitioner service distributed to the guarantor.
  • Client Merge: Merge Client B (source client), into Client C (target client).
  • Edit Service Information:
  • Edit the co-practitioner duration for Service A, originally for Client B, on the primary service, not the co-practitioner service. Validate that the duration change was retained.
  • Edit the co-practitioner duration for Service A, for Client C, on the primary service, not the co-practitioner service. Validate that the duration change was retained.
  • Create Interim Billing Batch File: Create a batch for the services for Client C.
  • Close Charges: Close the charges in the interim batch.
Steps
  1. Open ‘Electronic Billing’.
  2. Select ‘837-Institutional’ in ‘Billing Form’.
  3. Select ‘Medi-Cal’ in ‘Type Of Bill’.
  4. Select ‘All’ in ‘Individual Or All Guarantors’.
  5. Select ‘Outpatient’ in ‘Billing Type’.
  6. Select ‘Sort File’ in ‘Billing Options’.
  7. Set ‘File Description/Name’ to desired value’.
  8. Select ‘Interim Batch’ in ‘All Clients Or Interim Billing Batch’.
  9. Select the desired ‘Interim Batch Number’.
  10. Select desired value in ‘Create Claims’.
  11. Enter the desired values in required date fields.
  12. Select desired value in ‘Include Primary and/or Secondary Billing’.
  13. Click Process.
  14. Validate that an error message is received stating: ‘No Valid Information Found. Please Check The Error Report’.
  15. Select ‘Run Report’ in ‘Billing Options’.
  16. Select ‘Print’ in ‘Print Or Delete Report’.
  17. Select the ‘File Description/Name’ from above in ‘File’.
  18. Click [Print 837 Report].
  19. Click the ‘Required Data Missing: Patient Service Data’ link.
  20. Validate that the error message states: ‘ A parent service can only be billed if all the co-practitioner services are also on the bill’ and provides the service date and service code.
  21. Close the report.
  22. Close the form.
  23. Open ‘Electronic Billing’.
  24. Select ‘837-Institutional’ in ‘Billing Form’.
  25. Select desired value in ‘Type Of Bill’.
  26. Select ‘All’ in ‘Individual Or All Guarantors’.
  27. Select ‘Inpatient’ in ‘Billing Type’.
  28. Select ‘Sort File’ in ‘Billing Options’.
  29. Set ‘File Description/Name’ to desired value’.
  30. Select ‘Interim Batch’ in ‘All Clients Or Interim Billing Batch’.
  31. Select the desired ‘Interim Batch Number’ that contains the services for Client A.
  32. Select desired value in ‘Create Claims’.
  33. Enter the desired values in required date fields.
  34. Select desired value in ‘Include Primary and/or Secondary Billing’.
  35. Click Process.
  36. Validate that no error is received.
  37. Select 'Dump File' in 'Billing Options'.
  38. Select 'Print' in 'Print or Delete Report'.
  39. Select the desired 'File'.
  40. Click [Process].
  41. Review the file to validate that the CLM and SV1 segments are correct.
  42. Close the form.
Topics
• Client Charge Input • Progress Notes • 837 Professional • 837 Institutional
Update 49 Summary | Details
Cal-PM - Service Codes - Prolonged Duration
Scenario 1: Cal-PM - Service Codes - Prolonged Duration
Specific Setup:
  • Registry Settings:
  • Enable Multiple Add-On Code Per Primary Code Functionality = 'Y'.
  • Enable Prolonged Duration Add-On Service Generation = desired value other than 'N'.
  • 'N' disables the functionality.
  • 'Y' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It also allows users to manually select/submit add-on services in 'Client Charge Input' and 'Edit Service Information' forms.
  • 'YR' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It prevents users from manually selecting/submitting add-on services in 'Client Charge Input' and 'Edit Service Information' forms. The add-on service(s) are created automatically based on the values in the 'Prolonged Duration Configuration' grid.
  • Dictionary Update:
  • Other Tabled Files: (291) Service Code Type has an extended dictionary value of 'Allow Multiple Add-On Code Definition: Yes' for 'Evaluation Management' at a minimum.
  • Staff File: (79) Practitioner Category. Print the file for later use.
  • Client: (10006) Location. Print the file for later use.
Steps
  1. Open 'Service Codes'.
  2. Select 'Add ' in 'Add New Or Edit Existing'.
  3. Enter the desired service code value.
  4. Create a service code that is identified as a 'Primary Add-On Code'' with a 'Service Code Type' of 'Evaluation Management'.
  5. The 'Service Fee/Cross Reference Maintenance Record' Must contain a value in 'Duration Range'.
  6. Create a service code that is identified as an 'Add-On Code' with a 'Service Code Type' of 'Evaluation Management'.
  7. Create other 'Evaluation Management' add-on codes as desired.
  8. Create a service code that is identified as the 'Primary Code'.
  9. Select the 'Primary Add-On Code' and 'Add-On Code' services created above in 'Select Multiple Add-On Codes'.
  10. Click [Yes] in 'Enable Prolonged Duration Add-On Service Generation'.
  11. Click [Prolonged Duration Configuration].
  12. Click [New Row].
  13. Note all fields except 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' are required.
  14. Select the desired value in 'Practitioner Category'.
  15. Select the desired value in 'Location'.
  16. Select the desired value in 'Service Code to use for Prolonged Duration'.
  17. Enter the desired value in 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate'.
  18. Enter the desired value in 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate'. This field may be left blank.
  19. Enter desired value in 'Effective Date'.
  20. Enter desired value in 'Expiration Date', which must be after the 'Effective Date'.
  21. Add additional rows as desired, noting that there can be no rows that overlap the 'Practitioner Category', 'Location' and the date range. An error will be received when attempting to save the grid.
  22. Click [Save].
  23. Click [File Service Code].
  24. Select 'Edit ' in 'Add New Or Edit Existing'.
  25. Enter the 'Primary Code' that had the data submitted in the 'Prolonged Duration Configuration' grid.
  26. Click [Prolonged Duration Configuration].
  27. Validate that data that was saved displays correctly.
  28. If desired, query the 'SYSTEM.billing_tx_prolonged' table and validate the data.
Cal-PM - File Import - Prolonged Duration Configuration
Scenario 1: Cal-PM - File Import - Prolonged Duration
Specific Setup:
  • Registry Settings:
  • Enable Multiple Add-On Code Per Primary Code Functionality = 'Y'.
  • Enable Prolonged Duration Add-On Service Generation = desired value other than 'N'.
  • 'N' disables the functionality.
  • 'Y' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It also allows users to manually select/submit add-on services in 'Client Charge Input' and 'Edit Service Information' forms.
  • 'YR' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It prevents users from manually selecting/submitting add-on services in 'Client Charge Input' and 'Edit Service Information' forms. The add-on service(s) are created automatically based on the values in the 'Prolonged Duration Configuration' grid.
  • Dictionary Update:
  • Other Tabled Files: (291) Service Code Type has an extended dictionary value of 'Allow Multiple Add-On Code Definition: Yes' for 'Evaluation Management' at a minimum.
  • Staff File: (79) Practitioner Category. Print the file for later use.
  • Client: (10006) Location. Print the file for later use.
  • Service Codes:
  • Review service codes to identify an existing 'Evaluation Management' primary service code that allows multiple add-on service codes. This will be the service code used in the file import process.
  • Note: There must be a 'Duration Range' in the 'Service Fee/Cross Reference Maintenance' record when the 'Service Code Category' = 'Primary Add-On Code'.
  • File Import
  • The 'Avatar_Cal-PM_File_Import_Record_Layouts' spreadsheet will be included in the update.
  • If desired, create a file that has a missing required field, such as the 'Expiration Date', 'File 1'. This will cause an error to be reported and will be used for testing purposes.
  • Create a file that has a no missing required fields, and contains correct values for all fields, 'File 2'.
Steps
  1. Open 'File Import'.
  2. Select 'Prolonged Duration Configuration' in 'File Type'.
  3. Upload the file, selecting the desired file import item. For our test, we are using 'File 1' to show the error message.
  4. Compile the file and validate that an error message is received. For our test, we are validating that the Expiration Date, which is a required field, is missing.
  5. Delete the file.
  6. Select 'Prolonged Duration Configuration' in 'File Type',
  7. Upload the file with no missing data and contains correct values for all fields, 'File 2'.
  8. Compile and post the file.
  9. Close the form.
  10. Open 'Service Codes' and edit the 'Evaluation Management' primary service code from setup.
  11. Click [Prolonged Duration Configuration].
  12. Validate that the grid opens and contains the values that were submitted in ''File 2'.
  13. Close the form.
  14. If desired, open 'Registry Settings' and change the value of 'Enable Prolonged Duration Add-On Service Generation'.
  15. Submit and close the form.
  16. Retest file import, using a different service code for the primary service code and a new file.
  17. Review the service code [Prolonged Duration Configuration] grid for accuracy.
  18. Close the form.
  19. If desired, query the 'SYSTEM.billing_tx_prolonged' table and validate the data.
Client Charge Input/Edit Service Information - Prolonged Duration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
Scenario 1: Cal-PM - Client Charge Input / Edit Service Information - Prolonged Duration
Specific Setup:
  • Registry Settings:
  • Enable Multiple Add-On Code Per Primary Code Functionality = 'Y'.
  • Enable Prolonged Duration Add-On Service Generation = desired value other than 'N'.
  • 'N' disables the functionality.
  • 'Y' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It also allows users to manually select/submit add-on services in 'Client Charge Input' and 'Edit Service Information' forms.
  • 'YR' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It prevents users from manually selecting/submitting add-on services in 'Client Charge Input' and 'Edit Service Information' forms. The add-on service(s) are created automatically based on the values in the 'Prolonged Duration Configuration' grid.
  • Dictionary Update:
  • Other Tabled Files: (291) Service Code Type has an extended dictionary value of 'Allow Multiple Add-On Code Definition: Yes' for 'Evaluation Management' at a minimum.
  • Staff File: (79) Practitioner Category. Print the file for later use.
  • Client: (10006) Location. Print the file for later use.
  • Service Codes:
  • Review service codes to identify an existing 'Evaluation Management' primary service code that allows multiple add-on service codes or create a new service code. This will be the service code used for testing.
  • The service code will contain values in 'Select Multiple Add-On Codes' that contain 'Evaluation Management' in ''Service Code Type'.
  • Note: There must be a 'Duration Range' in the 'Service Fee/Cross Reference Maintenance' record when the 'Service Code Category' = 'Primary Add-On Code'.
  • 'Enable Prolonged Duration Add-On Service Generation' = 'Yes'.
  • The 'Prolonged Duration Configuration' grid contains desired data.
Steps
  1. Open 'Client Charge Input'.
  2. Create a service for desired client and the 'Evaluation Management', 'Primary Code' from SETUP.
  3. Set the duration to create the add-on services based on the information in the 'Prolonged Duration Configuration'.
  4. Validate that if the 'Enable Prolonged Duration Add-On Service Generation' is set to 'Y' that the tester is able to manually select the desired 'Add-On Service' and that an 'Add-On Service' was automatically created for each row that met the criteria in the 'Prolonged Duration Configuration'.
  5. Add desired additional add-on services.
  6. Validate that if the 'Enable Prolonged Duration Add-On Service Generation' is set to 'YR' that the tester is not able to manually select the desired 'Add-On Service' and that an 'Add-On Service' was automatically created for each row that met the criteria in the 'Prolonged Duration Configuration'.
  7. Submit the service and close the form.
  8. Open 'Edit Service Information' for the client and select the service create above.
  9. Validate that if the 'Enable Prolonged Duration Add-On Service Generation' is set to 'Y' that the tester is able to manually select the desired 'Add-On Service' and can add, edit or delete entries. Edit if desired.
  10. Validate that if the 'Enable Prolonged Duration Add-On Service Generation' is set to 'YR' that the tester is not able to manually select the desired 'Add-On Service' and cannot edit or delete the entry.
  11. Submit the service and close the form.
  12. Open 'Client Ledger' validate that the service date for the 'Primary Code' and all add-on services contain the correct units and dollar amounts.
  13. Close the form.
  14. If desired, query the 'SYSTEM.billing_tx_history' table, specific to the client and service and verify the 'prolonged_duration' field.
SQL Tables
Scenario 1: Cal-PM - Service Codes - Prolonged Duration
Specific Setup:
  • Registry Settings:
  • Enable Multiple Add-On Code Per Primary Code Functionality = 'Y'.
  • Enable Prolonged Duration Add-On Service Generation = desired value other than 'N'.
  • 'N' disables the functionality.
  • 'Y' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It also allows users to manually select/submit add-on services in 'Client Charge Input' and 'Edit Service Information' forms.
  • 'YR' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It prevents users from manually selecting/submitting add-on services in 'Client Charge Input' and 'Edit Service Information' forms. The add-on service(s) are created automatically based on the values in the 'Prolonged Duration Configuration' grid.
  • Dictionary Update:
  • Other Tabled Files: (291) Service Code Type has an extended dictionary value of 'Allow Multiple Add-On Code Definition: Yes' for 'Evaluation Management' at a minimum.
  • Staff File: (79) Practitioner Category. Print the file for later use.
  • Client: (10006) Location. Print the file for later use.
Steps
  1. Open 'Service Codes'.
  2. Select 'Add ' in 'Add New Or Edit Existing'.
  3. Enter the desired service code value.
  4. Create a service code that is identified as a 'Primary Add-On Code'' with a 'Service Code Type' of 'Evaluation Management'.
  5. The 'Service Fee/Cross Reference Maintenance Record' Must contain a value in 'Duration Range'.
  6. Create a service code that is identified as an 'Add-On Code' with a 'Service Code Type' of 'Evaluation Management'.
  7. Create other 'Evaluation Management' add-on codes as desired.
  8. Create a service code that is identified as the 'Primary Code'.
  9. Select the 'Primary Add-On Code' and 'Add-On Code' services created above in 'Select Multiple Add-On Codes'.
  10. Click [Yes] in 'Enable Prolonged Duration Add-On Service Generation'.
  11. Click [Prolonged Duration Configuration].
  12. Click [New Row].
  13. Note all fields except 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' are required.
  14. Select the desired value in 'Practitioner Category'.
  15. Select the desired value in 'Location'.
  16. Select the desired value in 'Service Code to use for Prolonged Duration'.
  17. Enter the desired value in 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate'.
  18. Enter the desired value in 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate'. This field may be left blank.
  19. Enter desired value in 'Effective Date'.
  20. Enter desired value in 'Expiration Date', which must be after the 'Effective Date'.
  21. Add additional rows as desired, noting that there can be no rows that overlap the 'Practitioner Category', 'Location' and the date range. An error will be received when attempting to save the grid.
  22. Click [Save].
  23. Click [File Service Code].
  24. Select 'Edit ' in 'Add New Or Edit Existing'.
  25. Enter the 'Primary Code' that had the data submitted in the 'Prolonged Duration Configuration' grid.
  26. Click [Prolonged Duration Configuration].
  27. Validate that data that was saved displays correctly.
  28. If desired, query the 'SYSTEM.billing_tx_prolonged' table and validate the data.
Topics
• Service Codes • File Import • Client Charge Input • Edit Service Information
Update 52 Summary | Details
Future Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Remittance Processing Widget
  • Quick Billing Rule Definition
  • Quick Billing
Scenario 1: Remittance Processing widget - Create/Edit/Delete Batch
Steps

Internal Testing Only.
Topics
• Widgets • Remittance Processing
Update 54 Summary | Details
Enhanced ‘GetClientDemographics’ Call in ‘WSAPI.PM.Client.ClientService’ and ‘WSAPI.PM.Client.ClientServiceV2’
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • WSAPI.PM.Client.ClientService.GetClientDemographics
  • Update Client Data
  • WSAPI.PM.Client.ClientServiceV2.GetClientDemographics
Scenario 1: WSAPI.PM.Client.ClientService - Verification of 'GetClientDemographics' web service method
Specific Setup:
  • Admission:
  • An existing client is identified, or a new client is admitted with the 'Veteran', 'Military Related Disability', 'Military Branch Of Service', 'Military Service From', 'Military Service To', 'Gender Identity' and 'Sexual Orientation' fields populated with a desired values. Note the client id and values entered in the fields.
  • Access to SoapUI or any other web service testing tool.
Steps
  1. Open the 'SoapUI' or any other web service testing tool.
  2. Verify the 'GetClientDemographics' method is added to the Avatar Cal-PM Client Service web service (WSAPI.PM.Client.ClientService.cls).
  3. Populate all the required fields in the 'GetClientDemographics' web service request for the desired Client ID.
  4. Submit Client Service 'GetClientDemographics' web service request for desired Client ID.
  5. Verify the web service request submits successfully.
  6. Verify the Client Service 'GetClientDemographics' web service response contains the demographics fields: 'GenderIdentity', 'GenderIdentityOther', 'SexualOrientation', 'SexualOrientationOther', 'Veteran', 'MilitaryRelatedDisability', 'MilitaryBranchOfService', 'MilitaryServiceFrom' and 'MilitaryServiceTo' and populated correctly when the data present in the 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Set Sexual Orientation (Please Describe)', 'Veteran', 'Military Related Disability', 'Military Branch Of Service', 'Military Service From' and 'Military Service To' fields in the 'Admission' or 'Update Client Data' form for the client.
  7. Get out from the SoapUI.
Scenario 2: WSAPI.PM.Client.ClientServiceV2 - Verification of 'GetClientDemographics' web service method
Specific Setup:
  • Admission:
  • An existing client is identified, or a new client is admitted with the 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Set Sexual Orientation (Please Describe)', 'Veteran', 'Military Related Disability', 'Military Branch Of Service', 'Military Service From' and 'Military Service To' fields populated with a desired values. Note the client id and values entered in the fields.
  • Access to SoapUI or any other web service testing tool.
Steps
  1. Open the 'SoapUI' or any other web service testing tool.
  2. Verify the 'GetClientDemographics' method is added to the Avatar Cal-PM Client Service web service (WSAPI.PM.Client.ClientServiceV2.cls).
  3. Populate all the required fields in the 'GetClientDemographics' web service request for the desired Client ID.
  4. Submit Client Service 'GetClientDemographics' web service request for desired Client ID.
  5. Verify the web service request submits successfully.
  6. Verify the Client Service 'GetClientDemographics' web service response contains the demographics fields: 'GenderIdentity', 'GenderIdentityOther', 'SexualOrientation', 'SexualOrientationOther', 'Veteran', 'MilitaryRelatedDisability', 'MilitaryBranchOfService', 'MilitaryServiceFrom' and 'MilitaryServiceTo' and populated correctly when the data present in the 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Set Sexual Orientation (Please Describe)', 'Veteran', 'Military Related Disability', 'Military Branch Of Service', 'Military Service From' and 'Military Service To' fields in the 'Admission' or 'Update Client Data' form for the client.
  7. Get out from the SoapUI.
Topics
• Web Services
 

Avatar_Cal-PM_2024_Monthly_Release_2024.01.01_Details.csv