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Avatar Cal-PM 2024 Quarterly Release 2024.02 Details

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

  • 2024 Update installation
    Installation will upgrade to the 2024 version. This will not change any current functionality.
Included Updates
None
Product Update Description
Avatar Cal-PM 2023 is updated to Avatar Cal-PM 2024
Topics
• Upgrade
  • CPT Code Definition
    The 2024 Annual CPT Code Update is added to the system.
Included Updates
None
Product Update Description
Avatar Cal-PM is enhanced with the AMA provided list of CPT codes for 2024. Any CPT codes that already exist within Avatar Cal-PM will be updated only if no client customization has been done.
Topics
• CPT Codes • NX
  • Cal-OMS Submission - Cal-OMS Annual Update
    An issue with 'Cal-OMS Submission' is resolved where opening the 'Cal-OMS Annual Update' form displays an incorrect message.
Included Updates
None
Product Update Description
An issue with 'Cal-OMS Submission' is resolved where opening form 'Cal-OMS Annual Update' displays an incorrect message "A Cal-OMS Admission has not been submitted for this episode."
Topics
• Cal-Oms Admission • Cal-OMS • NX
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
    The section 'Select Roll-Up Services to Unpost' is added to the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form that allows the selection of individual roll-up service(s) to unpost.
  • Roll-Up Services Definition - Roll-Up Add-On Codes If Present
    A new field 'Roll-Up Add-On Codes If Present' is added to the 'Roll-Up Services Definition' form.
  • Roll-Up Services Definition
    The registry setting 'Prevent Roll-Up From Happening If There Is Only One Component Service' is added.
Included Updates
None
Product Update Description
The following enhancements are made to Roll-Up Billing functionality: 1) The registry setting 'Prevent Roll-Up From Happening If There Is Only One Component Service' is added. 2) The new field 'Roll-Up Add-On Codes If Present' is added to the 'Roll-Up Services Definition' form. 3) The section 'Select Roll-Up Services to Unpost' is added to the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form. This section allows the selection of individual roll-up service(s) for unposting.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • NX • Roll-Up Service Definition • Registry Settings
  • Close Charges - Interim Billing Batch
    An issue is resolved in the 'Close Charges' by 'Interim Billing Batch' process where the settings for the Through date in the Interim Billing Batch is respected when filed without specifying a 'Thru' date in the 'Close Charges' form.
Included Updates
None
Product Update Description
An issue is resolved where charges that are not included in the interim batch may be closed while closing charges for that interim batch.
Topics
• Close Charges • Interim Billing Batch
  • RADPlus - Family Entity Modeling
    Avatar Cal-PM is enhanced to support a new "Family Member(s)" type column available in the 'Table Definition' form called "Family Member(s)". This column will be available for Modeled forms created using the "Family" Entity Database. Family member "PATID's" are associated to a family in the 'Family Registration' form. The column will display for selection, all the PATID's associated to the "Family" in a multi-select field called "Family Member(s)". Please Note: "RADplus 2022 Update 96" is required for full functionality
Included Updates
None
Product Update Description
Avatar Cal-PM is enhanced to support the "Family Member(s)" 'Type of Column' in 'Table Definition' (Column Definition) which is introduced via RAD 2022 Update 96.
Topics
• Modeling • Change MR# • Family Registration
  • Avatar MSO to Parent System Service Filing
    An issue is resolved to ensure that 'Service Units' values for services originating in Avatar MSO and filed to Avatar Cal-PM are not reset to 1.
Included Updates
None
Product Update Description
An issue is resolved where closing services that originated in MSO would reset the units to 1.
Topics
• Close Charges • Electronic Billing
  • Eligibility Response (271) - Compile Eligibility Inquiry (270) Request
    Resolves an issue to ensure that the Eligibility Inquiry (270) Request compiles successfully using 'Eligibility Response (271)' form.
Included Updates
None
Product Update Description
An issue is resolved where an undefined error may occur when running the 'Eligibility Response(271)' report.
Topics
• Eligibility Response (271) • NX
  • Avatar Cal-PM 'Electronic Billing' 837 Professional
    Avatar Cal-PM 837 Professional optional suppression of 2310C/2310D and 2420C loops is updated.
    The Avatar Cal-PM 'Electronic Billing' 837 Professional is updated to support the Place of Service value of '10' ('Telehealth – Patient in Home') when optionally suppressing 2310C/2310D and 2420C as it would when Place of Service's value is '12' ('Home') in conjunction with Registry Setting 'Service Facility Location 2310D/2420C'.
Included Updates
None
Product Update Description
The Electronic Billing 837 Professional is updated to support the Place of Service value of '10' when suppressing 2310C/2310D and 2420C as it would when Place of Service's value is '12'.
Topics
• Registry Settings • Guarantor/Program Billing Defaults • Electronic Billing • 837 Professional
  • Client Lookup - Sub-System Codes
    The Registry Setting: 'Exclude Non-Episodic Clients From Sub-System Code Client Lookup' has been added to the system.
    A value of 'Y' in the registry setting prevents non-episodic client from being accessed in the sub-system code. A value of 'N' in the registry setting allows non-episodic clients to be accessed in the sub-system code.
Included Updates
None
Product Update Description
The 'Exclude Non-Episodic Clients From Sub-System Code Client Lookup' registry setting is added to the system. This registry setting will affect all client lookups in the system with the exception of the following forms: 'Admission', 'Admission(Outpatient)', 'Pre-Admit', 'Call Intake', and 'Manual Member Enrollment'.
Topics
• Sub-System Code • NX
  • Diagnosis - Chart View
    Avatar Cal-PM is enhanced to display credentials for the 'Diagnosing Clinician' for the 'Diagnosis' form in chart view.
Included Updates
None
Product Update Description
Avatar Cal-PM is enhanced to display credentials for the 'Diagnosing Clinician' for the 'Diagnosis' form in chart view.
Topics
• Chart View • Diagnosis
  • Support for other products and modules
    Avatar Cal-PM is enhanced to support other products and modules.
    Please note: Avatar CareFabric 2023 Update 68 is required for full functionality.
Included Updates
None
Product Update Description
Avatar Cal-PM is enhanced to support other products and modules.
Topics
• Progress Notes
  • Support tool stateless update
    System prepared for future functionality. Internal testing only.
    The report 'Deleted_services_no_charge_reversal' and Class SYSTEM.supportutility are updated.
Included Updates
None
Product Update Description
Internal support utilities are added. This will not have any impact on the system.
Topics
• Support Utilities
  • 274 Provider Directory Submission
    Functionality for the 274 Provider Directory Submission has been updated. The field 'Healthcare Plan Code' can no longer be selected prior to selecting a value in the 'Plan Type' field. In addition, the value for fields 'Percentage of FTE Serving Children' (2100EA-N2-01) and 'Percentage of FTE Serving Adults' (2100EA-N2-01) is
    In addition, the value for fields 'Percentage of FTE Serving Children' (2100EA-N2-01) and 'Percentage of FTE Serving Adults' (2100EA-N2-01) is no longer padded the three zeros form for DMC submissions.
Included Updates
None
Product Update Description
The following provider directory (274) issues are resolved: 1) Field 'Healthcare Plan Code' shows duplicate entries in form '274 - Provider Directory Defaults'. This can occur when entering the form and prior to selecting a 'Plan Type'. 2) The value for fields 'Percentage of FTE Serving Children' (2100EA-N2-01) and 'Percentage of FTE Serving Adults' (2100EA-N2-01) is padded out to 3 zeros for DMC submissions instead of being left null. The zero padding should only be done for MHP submissions. Said fields are a part of the 'Provider Definition' tab of the '274 - Provider Directory Definition' form.
Topics
• NX • 274 - Provider Directory
  • Registry Settings - Utilize Local Workstation Time Zone
    Resolves an issue to ensure that the 'Current Unit Census' and 'Official Census Report' displays the time stamp based on the time change expected due to the 'Time Zone Offset' registry setting.
Included Updates
None
Product Update Description
An issue is resolved where the 'Current Unit Census' and 'Official Census Report' reports may not respect the 'Time Zone Offset' registry setting value.
Topics
• Verify Unit Census • Official Census Report
  • Web Service - Cal-OMS Admission
    Resolves an issue to ensure that the 'Cal-OMS Admission' web service defaults the value for the 'Medication Prescribed As Part Of Treatment' and 'Pregnant At Admission' fields when those fields are empty while submitting the web service request.
  • Web Service - Cal-OMS Discharge
    Resolves an issue to ensure that system defaults the value of the field PregnantDuringTreatment to 0 when the WEBSVC CalOMS Discharge is submitted with the blank value for the field if the patient is male and LA County Reporting is set to 'N'.
Included Updates
None
Product Update Description
The following issues are resolved: 1) Cal-OMS Admission web service will not default 'Medication Prescribed As Part Of Treatment' field to "None (0)" if no option is selected. 2) Cal-OMS Discharge and Admission web services will not default the 'Pregnant At Any Time During Treatment' and 'Pregnant At Admission' field respectively to "No (0)" if 'Enable LA County Reporting Requirements' registry setting is not enabled. 3) Cal-OMS Discharge and Admission web services will not default the 'Secondary Drug Frequency', 'Secondary Drug Route' and 'Secondary Drug Age First Use' fields to "99902" when 'Secondary Drug Code' field is set to "None (0)".
Topics
• Cal-Oms Admission • Web Services • Cal-OMS
  • Avatar Cal-PM 'Cal-OMS Annual Update' and 'Cal-OMS Discharge' Forms
    The 'Form Serial Number' field is added to the Avatar Cal-PM 'Cal-OMS Annual Update', 'Cal-OMS Discharge', 'Cal-OMS Administrative Discharge' and 'Cal-OMS Youth/Detox Discharge' forms.
    The 'Form Serial Number' field is added to the following forms, as a read-only field containing same Form Serial Number value as related Cal-OMS Admission record: * 'Cal-OMS Annual Update' * 'Cal-OMS Discharge' * 'Cal-OMS Administrative Discharge' * 'Cal-OMS Youth/Detox Discharge'
  • Avatar Cal-PM 'Cal-OMS Admission' and 'Cal-OMS Discharge' Forms
    The Avatar Cal-PM 'Cal-OMS Admission' and 'Cal-OMS Discharge' Forms field validation for 'Which of the following medication is prescribed as part of treatment?' is updated.
    The 'Cal-OMS Admission' and 'Cal-OMS Discharge' forms are updated to allow all providers to select Methadone as an option for the field 'Which of the following medication is prescribed as part of treatment?' without receiving an error message where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is set to 'Y' or 'N'.
  • Avatar Cal-PM Cal-OMS Web Services
    Support for additional fields is added to the Avatar Cal-PM 'Cal-OMS Admission', 'Cal-OMS Annual Update' and 'Cal-OMS Discharge' Web Services.
    Support for additional fields is added to the 'Cal-OMS Admission', 'Cal-OMS Annual Update' and 'Cal-OMS Discharge' Web Services where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is set to 'Y'. Note - Avatar CareFabric 2024 Update 19 is required to make use of this functionality.
Included Updates
3, 7
Product Update Description
The following changes are made: 1) Added a new field 'Form Serial Number' to the forms: 'Cal-OMS Discharge', 'Cal-OMS Administrative Discharge', 'Cal-OMS Youth/Detox Discharge', and 'Cal-OMS Annual Update', as well as updating the corresponding web services. 2) The 'Cal-OMS Admission' and 'Cal-OMS Discharge' forms are updated to allow all providers to select Methadone as an option for the field 'Which of the following medication is prescribed as part of treatment?' without receiving an error message if the registry setting 'Enable LA County Reporting Requirements' is set to 'Y' or 'N'. 3) Added support for additional fields to the following web services: 'Cal-OMS Admission', 'Cal-OMS Annual Update' and 'Cal-OMS Discharge', when the registry setting 'Enable LA County Reporting Requirements' is set to "Y". Note: Avatar CareFabric 2024 Update 19 is required to make use of this functionality.
Topics
• Registry Settings • Cal-OMS • Web Services
  • 837 Professional bill - Re-Bill Claims - Discharge Date Segment
    Resolves an issue to ensure that the 837 professional bill correctly includes or excludes a DTP-096 segment based on the selection made in the ''Select Segments To Suppress' field of the 'Guarantor Program Billing Defaults' form.
Included Updates
None
Product Update Description
The issue is resolved where the Related Hospitalization Discharge Date (2300-DTP-096) segment is not produced on a re-bill 837 Professional submission.
Topics
• 837 Institutional • Re-Bill • Electronic Re-billing Service Assignment
  • Registry Settings
    The registry setting 'Unit Calculation with Minimum Duration' is updated to include the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
    Based on the Registry setting value N/Y/YE/YW proper error messages or warnings are given to user in various forms 'Client Charge Input', 'Edit Service Information', 'Service Code Upload Process' based on the values given in 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
  • Registry Settings
    The registry setting 'Unit Calculation with Minimum Duration' is added to optionally include the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
    Based on the Registry setting value N/Y/YE/YW proper error messages or warnings are given to user in various forms 'Client Charge Input', 'Edit Service Information', 'Service Code Upload Process' based on the values given in 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
  • Registry Settings
    The registry setting 'Unit Calculation with Minimum Duration' is added to optionally include the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
    Based on the Registry setting value N/Y/YE/YW proper error messages or warnings are given to user in various forms 'Client Charge Input', 'Edit Service Information', 'Service Code Upload Process' based on the values given in 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Included Updates
3, 7, 21
Product Update Description
The registry setting 'Unit Calculation with Minimum Duration' is added to optionally include the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Topics
• Registry Settings • Service Codes • Client Charge Input • File Import • Edit Service Information • Web Services
  • Enable Co-Practitioner Services From Progress Notes - Edit Service Information
    Resolves an issue to ensure that the add-on services can be added for the practitioner and co-practitioner correctly through 'Edit Service Information' form.
Included Updates
None
Product Update Description
The issue is resolved where adding multiple add-ons to a service in the 'Edit Service Information' form could result in the loss of Co-Practitioner services.
Topics
• Progress Notes • Delete Service • Edit Service Information • Service Codes
  • Edit Service Information
    An issue is resolved where editing a service is 'Spreadsheet Edit Service Information' may delete an associated add-on service.
Included Updates
None
Product Update Description
An issue is resolved where editing a service using 'Spreadsheet Edit Service Information' may delete an associated add-on service.
Topics
• Client Charge Input • Spreadsheet Edit Service Information • NX
  • Client Demographic forms - 'Address Type' field
    The 'Address Type' field is added to the 'Client Alternate Addresses' form and the demographic sections of the following forms: * 'Admission' * 'Admission (Outpatient)' * 'Update Client Data' * 'Discharge' * 'Call Intake' * 'Pre Admit' * 'Pre Admit Discharge' The web services associated with the forms are updated accordingly.
    In addition, an issue is resolved where the 'Do you have family members that are agricultural workers?' and 'Are you an aged and disabled former migratory agricultural worker?' fields are not saved in the 'SYSTEM.patient_demographic_history' SQL table when the 'Discharge' form is submitted.
Included Updates
None
Product Update Description
The following changes are made: 1) The new field 'Address Type' is added to the 'Admission', 'Discharge', 'Pre Admit', 'Pre Admit Discharge', 'Call Intake' and 'Update Client Data' forms. The SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.patient_demographic_history', Client Admission, Client Discharge, Client Demographics, and Pre Admit web services are updated accordingly. 2) The new field 'Address Type' is added to the 'Client Alternate Addresses' form. The SQL tables 'SYSTEM.client_alternate_address' and 'SYSTEM.client_alternate_address_audit' are updated accordingly. 3) An issue is resolved where the fields 'Do you have family members that are agricultural workers?' and 'Are you an aged and disabled former migratory agricultural worker?' are not saved in the 'SYSTEM.patient_demographic_history' table when the 'Discharge' form is submitted.
Topics
• Admission • Web Services • Update Client Data • Discharge • Pre Admit • Call Intake • Admission (Outpatient) • Pre Admit Discharge
  • Cal-OMS Admission form - Employment Status
    An issue in the 'Cal-OMS Admission' form is resolved where the field 'If the participant is not in the labor force?' does not get enabled or disabled upon the selection made in the field 'Employment Status'.
Included Updates
None
Product Update Description
An issue in 'Cal-OMS Admission' form is resolved where field 'If the participant is not in the labor force?' does not get enabled upon selecting "Not in labor force" option on field 'Employment Status'.
Topics
• Cal-Oms Admission
  • 837 Billing - Primary / Add-On Services
    The 837 bills are modified to always include primary and associated add-on services in the same claim.
Included Updates
None
Product Update Description
The issue is resolved where the primary and add-on services might not be included in the same claim on an 837 Professional bill.
Topics
• 837 Professional • NX
  • Quick Billing - Workscreen
    Resolves an issue to ensure that the content of the 'Quick Billing' work screen can be updated and deleted successfully.
Included Updates
None
Product Update Description
The issue is resolved where the error "[SUBSCRIPT]ReadInNew+130^BIQuickBillingGripProc" is produced when a client is deselected from the 'Client' filter in the Quick Billing 'Launch Workscreen' display.
Topics
• Quick Billing • NX
  • File Import - Service Guarantor Definitions
    The following registry setting has been added: 'Disable Full Table Backups Prior To File Import'. The registry setting default value is null. It will allow users to optionally disable the backups on the following tables during file import.: 'SYSTEM.billing_tx_master_fee_table' 'SYSTEM.billing_tx_max_liab_by_guar'
Included Updates
None
Product Update Description
The 'Avatar PM \ System Maintenance \ File Import \ Service Fee/Guarantor Definitions \ Disable Full Table Backups Prior To File Import' registry setting is added to the system that will allow users to optionally disable the backups on 'SYSTEM.billing_tx_master_fee_table' and 'SYSTEM.billing_tx_max_liab_by_guar' tables during file import. Additionally, performance improvements have been made to the Service Fee and Guarantor Definition file import posting process.
Topics
• Service Fee/Cross Reference Maintenance • File Import • NX
  • Avatar Cal-PM Registry Settings
    The 'Enable Override MSO COB Service Charges and Line Adjustments' Registry Setting is added to Avatar Cal-PM.
    The Avatar Cal-PM 'Enable Override MSO COB Service Charges and Line Adjustments' Registry Setting allows for 'Electronic Billing' 837 Professional/837 Institutional files to override service charge and line adjustments for Avatar MSO-originating services that contain Other Healthcare Coverage/Coordination of Benefits information. Note - Avatar MSO 2024 Update 10 is required for support this functionality. Note - Avatar Cal-PM Registry Setting 'Enable Override MSO COB Service Charges and Line Adjustments' may only be enabled by Netsmart; please contact Netsmart representative/associate for more information.
  • Avatar Cal-PM 'Electronic Billing' for Avatar MSO Services
    Avatar Cal-PM 'Electronic Billing' file generation is updated to support the 'Enable Override MSO COB Service Charges and Line Adjustments' Registry Setting.
    Avatar Cal-PM 'Electronic Billing' 837 Professional/837 Institutional file generation is updated to support the 'Enable Override MSO COB Service Charges and Line Adjustments' Registry Setting. Where enabled, 'Electronic Billing' 837 Professional/837 Institutional files will override service charge and line adjustments for Avatar MSO-originating services that contain Other Healthcare Coverage/Coordination of Benefits information. Note - Avatar MSO 2024 Update 10 is required for support this functionality. Note - Avatar Cal-PM Registry Setting 'Enable Override MSO COB Service Charges and Line Adjustments' may only be enabled by Netsmart; please contact Netsmart representative/associate for more information.
Included Updates
5, 7, 10, 23, 28, 32
Product Update Description
The 'Enable Override MSO COB Service Charges and Line Adjustments' registry setting is added. Note: Avatar MSO 2024 update 10 must be installed for this functionality.
Topics
• Registry Settings • Guarantor/Program Billing Defaults • File Import • Electronic Billing • Client Ledger • Claims Processing • 837 Professional • 837 Institutional
  • Search Results - Diagnosis Filtering
    The registry setting called 'Default Limit Results by ICD Category' is added to support limiting the ICD-10 results listed for Diagnosis Search fields in myAvatar NX. Note that Avatar RADplus 2024 Update 31 must also be installed to support this functionality.
Included Updates
None
Product Update Description
A Registry Setting called 'Default Limit Results by ICD Category' is added to support limiting the ICD-10 results listed for Diagnosis Search fields in myAvatar NX. Note that Avatar RADplus 2024 Update 31 must also be installed to support this functionality.
Topics
• Diagnosis
  • 274 Provider Directory
    An issue is resolved where the (2100EA-N2-01) loop was missing the third instance of the data element tag: 'EMAIL'.
Included Updates
17
Product Update Description
The following provider directory (274) issues are resolved: 1) Data element tag 'EMAIL' is missing from the third instance of 2100EA-N2. This issue can occur when field 'Modality Type (2100EA-N2-02)' is valued but 'Provider Email Address (2100EA-N2-01)' is not valued.
Topics
• 274 - Provider Directory
  • California Required EDI - CSI
    A registry setting is added that allows users to make the 'Referral Source’ field required or not required on the 'CSI Assessment' and 'CSI Assessment (Call Intake)' forms. The setting is: ‘Avatar PM->California Required EDI->CSI->>>Require Referral Source’.
  • California Required EDI - CSI
    The 'Referral Source’ field on the 'CSI Assessment' and 'CSI Assessment (Call Intake)' forms can be required or not required based on the ‘Avatar PM->California Required EDI->CSI->>>Require Referral Source’ registry setting.
  • California Required EDI -CSI
    The 'CSI Submission' data submits successfully when the new registry setting is enabled: ‘Avatar PM->California Required EDI->CSI->>>Require Referral Source.
  • California Required EDI -CSI
    The ‘WEBSVC.CSIAssessment’ web service has been updated to respect the value of the ‘Avatar PM->California Required EDI->CSI->>>Require Referral Source’ registry setting.
Included Updates
None
Product Update Description
Added the registry setting 'Require Referral Source' that will require the "Referral Source" field in the 'CSI Assessment' and 'CSI Submission' form when enabled.
Topics
• NX • CSI Assessment (Call Intake) • CSI Assessment • Web Services
  • 'Client's Email Address' validations
    Forms with the 'Client's Email Address' are updated to validate the format of the email address that is entered. The associated web services are updated accordingly.
    The email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
Included Updates
5, 7, 10, 23, 28, 32, 33
Product Update Description
Forms with the field 'Client's Email Address' are updated to validate the format of the email address that is entered. The associated Web Services will also perform the validation on this field.
Topics
• Admission • Update Client Data • Discharge • Pre Admit • Call Intake • Admission (Outpatient) • Pre Admit Discharge
  • SQL Table validations
    An issue is resolved where the table column ‘index_counter’ was not displaying correctly with decimal data in the 'SYSTEM.edi_ca_csi_records' table.
Included Updates
None
Product Update Description
A "duplicate key error" that may occur on the SYSTEM.edi_ca_csi_records table during a Data Warehouse "Incremental Data Load" is resolved.
Topics
• Database Management
  • SQL Table Validation - Data Retrieval
    An issue is resolved where an error “An unexpected error occurred executing SqlComputeCode” was produced on the ‘SYSTEM.mhsa_compile_error’ and ‘SYSTEM.billing_medical_rev_assign’ tables.
Included Updates
None
Product Update Description
An error "An unexpected error occurred executing SqlComputeCode" produced on the 'SYSTEM.mhsa_compile_error' and 'SYSTEM.billing_medical_rev_assign' tables is resolved.
Topics
• Database Management
  • Web Service
    An issue is resolved where a web service call could fail due to a validation check
Included Updates
None
Product Update Description
An issue is resolved where a web service call could fail due to a validation check on field 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' even though the field was replaced by field 'Sexual Orientation' in Avatar Cal-PM 2022 update 80. This could occur using one of the following web services: 'AddAdmission', 'UpdateAdmission' or 'UpdateClientDemographics'. The error message received could be either: 1) 'Sex' cannot be 'Female' when 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' is 'Gay (male)'. or 2) 'Sex' cannot be 'Male' when 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' is 'Lesbian (female)'.
Topics
• Admission • Web Services
  • Title: 837 Billing - Co-Practitioner Services
    Issue is resolved where 837 billing may incorrectly display the error 'A parent service can only be billed if all the co-practitioner services are also on the bill.'
Included Updates
None
Product Update Description
An issue is resolved where 837 billing may incorrectly display the error 'A parent service can only be billed if all the co-practitioner services are also on the bill.'
Topics
• Client Charge Input • Progress Notes • 837 Professional • 837 Institutional
  • Enhanced Character Escaping for ‘File Definition’ Help Message
    Issue is resolved where the help message from the ‘File Definition’ field was not displaying properly due to special characters '<' and '>'.
    Users should now see the help message correctly with < and > characters properly escaped. This ensures clarity in instructions for the ‘Quick Billing Rule Definition’ form, particularly regarding the use of dynamic keywords in the file description.
Included Updates
3, 5, 7, 10, 21, 23, 28, 32, 33, 39
Product Update Description
The issue in Avatar NX where information was missing from the help message for the 'File Description' field in 'Quick Billing Rule Definition' is resolved.
Topics
• Quick Billing
  • Cal-PM - Service Codes - Prolonged Duration
    Prolonged duration functionality is added to the 'Service Codes' form.
    There must be a 'Duration Range' in the 'Service Fee/Cross Reference Maintenance' record when the 'Service Code Category' = 'Primary Add-On Code'. The 'SYSTEM.billing_tx_prolonged' table has been added to the system. Note: This functionality is for myAvatar Cal-PM systems only.
  • Cal-PM - File Import - Prolonged Duration Configuration
    Prolonged Duration Configuration has been added to 'File Import'.
    The 'SYSTEM.billing_tx_prolonged' table has been added to the system. Note: This functionality is for myAvatar Cal-PM systems only.
  • Client Charge Input/Edit Service Information - Prolonged Duration
    'Prolonged Duration' functionality has been added to the 'Client Charge Input' and 'Edit Service Information' form.
    Note: This for myAvatar Cal-PM systems only.
  • SQL Tables
    The 'SYSTEM.billing_tx_history' has been updated for prolonged duration functionality.
    Note: This for myAvatar Cal-PM systems only.
Included Updates
3, 5, 7, 10, 21, 23, 25, 28, 32, 33, 39
Product Update Description
The registry setting 'Enable Prolonged Duration Add-On Service Generation' is added and allows for the automation of prolonged duration add on services.
Topics
• Service Codes • File Import • Client Charge Input • Edit Service Information
  • Future Functionality
    Future functionality is added to the system.
Included Updates
3, 5, 7, 10, 21, 23, 25, 28, 32, 33, 39, 49
Product Update Description
The system is prepared for future functionality.
Topics
• Widgets • Remittance Processing
  • The 'Age Display Format' registry setting
    The 'Age Display Format' registry setting is added. This setting allows the user to display a client's age in several different formats in the following forms and widgets: * 'Admission' form * 'Admission (Outpatient)' form * 'Call Intake' form * 'Pre Admit' form * 'Family Registration' form * Client Header * 'Client Information' widget
    Please note: RADplus 2024 Update 46 is required for full functionality.
Included Updates
3, 5, 7, 10, 21, 23, 25, 28, 32, 33, 39, 44, 46, 49, 52
Product Update Description
The registry setting 'Age Display Format' is added. This setting allows the user to display a client's age in several different formats in the following forms and widgets: the 'Admission', 'Admission (Outpatient)', 'Call Intake', 'Pre Admit' and 'Family Registration' forms, as well as the 'Client Header' and 'Client Information' widgets. Note: RAD2024 Update 46 is required to make use of this functionality.
Topics
• Registry Settings • Admission • NX • Admission (Outpatient) • Call Intake • Pre Admit • Family Registration • Widgets • Client Header
  • Enhanced ‘GetClientDemographics’ Call in ‘WSAPI.PM.Client.ClientService’ and ‘WSAPI.PM.Client.ClientServiceV2’
    The ‘GetClientDemographics’ call of the ‘WSAPI.PM.Client.ClientService’ and ‘WSAPI.PM.Client.ClientServiceV2’ web services has been enhanced.
    The ‘GetClientDemographics’ call now includes additional properties: ‘GenderIdentity’, ‘GenderIdentityOther’, ‘SexualOrientation’, ‘SexualOrientationOther’, ‘Veteran’, ‘MilitaryRelatedDisability’, ‘MilitaryBranchOfService’, ‘MilitaryServiceFrom’, and ‘MilitaryServiceTo’. These enhancements provide a more comprehensive demographic profile for clients.
Included Updates
None
Product Update Description
The 'GetClientDemographics' call of the 'WSAPI.PM.Client.ClientService' and 'WSAPI.PM.Client.ClientServiceV2' web services has been enhanced to contain the following properties: GenderIdentity, GenderIdentityOther, SexualOrientation, SexualOrientationOther, Veteran, MilitaryRelatedDisability, MilitaryBranchOfService, MilitaryServiceFrom, and MilitaryServiceTo
Topics
• Web Services
  • Service Codes - 'Always Allow Overbooking' field
    The 'Service Codes' form and 'Service Code Upload Process' file import are updated so that the 'Always Allow Overbooking' field is enabled for "Provider Only" service codes, regardless of the value selected for 'Clinic Hours'.
Included Updates
3, 5, 7, 10, 21, 23, 25, 28, 32, 33, 39, 49, 52
Required Updates
Avatar Cal-PM 2024 Update 49
Product Update Description
The 'Service Codes' form and 'Service Code Upload Process' file import are modified so that the 'Always Allow Overbooking' field is enabled for "Provider Only" service codes rather than when "Yes" is selected in 'Clinic Hours'.
Topics
• Service Codes
  • 'Consent For Access' web services
    The 'Consent For Access' web services are introduced to Avatar Cal-PM.
    This includes the following web services/methods: - 'WEBSVC.ConsentForAccess.Update42CFR' &nbsp;&nbsp;&nbsp;&nbsp;-GetDictionaryItems &nbsp;&nbsp;&nbsp;&nbsp;-Update42CFR - 'WEBSVC.ConsentForAccess.UpdateHIE' &nbsp;&nbsp;&nbsp;&nbsp;-UpdateClientConsent - 'WEBSVC.ConsentForAccess.UpdateReferrals' &nbsp;&nbsp;&nbsp;&nbsp;-UpdateClientConsent
Included Updates
3, 5, 7, 10, 21, 23, 25, 28, 32, 33, 39, 49, 52
Product Update Description
'Consent For Access' web services are introduced to Avatar Cal-PM.
Topics
• Web Services • Consent for Access
  • Dictionary Update - 'Exception type' dictionary
    Ensure the 'Exception Type' dictionary is available for selection in the 'Dictionary Update' form.
Included Updates
None
Product Update Description
An issue is resolved where the 'Exception Type' dictionary may not be available for selection in the 'Dictionary Update' form.
Topics
• Dictionary
  • Support for CareFabric actions
    Avatar Cal-PM is enhanced to support the new 'GetClientServiceHistory' SDK action.
Included Updates
54
Required Updates
Avatar Cal-PM 2024 Update 54
Product Update Description
Avatar Cal-PM is enhanced to support new CareFabric actions.
Topics
• CareFabric • Web Services
2023 Update 70 Summary | User Acceptance Tests
  • Family Registration - cache storage table optimization.
    Storage for the 'Family Registration' form is optimized to improve performance for reporting purposes.
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
Product Update Description
Storage for the 'Family Registration' form is optimized to improve performance for reporting purposes. This includes the tables "SYSTEM.family_current_demographics", "SYSTEM.family_umdap_info" and "SYSTEM.family_membership_information".
Topics
• Family Registration
  • Avatar MSO to Cal-PM Parent System Service Filing
    An issue is resolved to ensure successful posting of inbound Avatar MSO 837 Health Care Claim files including one or more 'replacement' and/or 'void' claims.
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
Product Update Description
Storage for the 'Family Registration' form is optimized to improve performance for reporting purposes. This includes the tables "SYSTEM.family_current_demographics", "SYSTEM.family_umdap_info" and "SYSTEM.family_membership_information".
Topics
• Electronic Billing • Claims Processing
  • Service/Fee Cross Reference Maintenance - Guarantor Definition
    Issue is resolved where there was a missing HCPCS Code error received for the service on the 837 bill when the HCPCS/CPT-4 code is present in the 'Guarantor Definition' but not in the 'Service Fee Definition'.
Included Updates
3, 5, 7, 10, 21, 23, 25, 28, 32, 33, 39, 49, 52, 60, 62
Product Update Description
The issue is resolved where the "Missing HCPCS Code For Service..." is incorrectly displayed on an 837 bill.
Topics
• Service Fee/Cross Reference Maintenance
2023 Update 75 Summary | User Acceptance Tests
  • Registry Setting
    The registry setting 'Restrict Coverage Effective Date Edits Too Prior Dates Only' is added. This setting allows users to prevent a date from being entered in the 'Coverage Effective Date' field that is later than the date currently on file.
  • Registry Setting
    The registry setting '837I-Dates To Populate 2300 DTP' is added. This setting allows users to override the Statement From and To Date (2300-DTP-03) in the 837 Institutional file with the first and last date of service on the bill or with the 'Coverage Effective Date' and 'Coverage End Date' fields on the 'Financial Eligibility' form.
  • Registry Setting
    The crystal report and the file import for the 837 Institutional are updated to show the new field value 'Include Discharge Date In Statement To Date (2300-DTP)' added by the new registry setting '837I-Dates To Populate 2300 DTP' valued as '1'.
  • Registry Setting
    The registry setting '837I-Dates To Populate 2300 DTP' is added. This setting allows users to override the Statement From and To Date (2300-DTP-03) in the 837 Institutional file with the first and last date of service on the bill or with the 'Coverage Effective Date' and 'Coverage End Date' fields on the 'Financial Eligibility' form.
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
Product Update Description
The following modifications have been made: 1) The registry setting '837I-Dates To Populate 2300 DTP' is added. This setting allows users to override the Statement From and To Date (2300-DTP-03) in the 837 Institutional file with the first and last date of service on the bill or with the 'Coverage Effective Date' and 'Coverage End Date' fields on the 'Financial Eligibility' form. 2) The registry setting 'Restrict Coverage Effective Date Edits Too Prior Dates Only' is added. This setting allows users to prevent a date from being entered in the 'Coverage Effective Date' field that is later than the date currently on file.
Topics
• Electronic Billing • Guarantor/Program Billing Defaults • File Import • Registry Settings • Financial Eligibility • Web Services
  • Client Charge Input - Rendering a service to the client
    An issue is resolved where user was receiving server error when rendering a service to the client using a service code where the fee type = "M".
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
Product Update Description
The following modifications have been made: 1) The registry setting '837I-Dates To Populate 2300 DTP' is added. This setting allows users to override the Statement From and To Date (2300-DTP-03) in the 837 Institutional file with the first and last date of service on the bill or with the 'Coverage Effective Date' and 'Coverage End Date' fields on the 'Financial Eligibility' form. 2) The registry setting 'Restrict Coverage Effective Date Edits Too Prior Dates Only' is added. This setting allows users to prevent a date from being entered in the 'Coverage Effective Date' field that is later than the date currently on file.
Topics
• Client Charge Input
2023 Update 76 Summary | User Acceptance Tests
  • 835 Health Care Claim Payment/Advice
    Resolves an issue where loading an 835 file may error if each segment is on a separate line.
Included Updates
None
Product Update Description
An issue is resolved where loading an 835 file may error if each segment is on a separate line.
Topics
• 835 Health Care Claim Payment/Advice
2023 Update 81 Summary | User Acceptance Tests
  • Avatar Cal-PM 'Cal-OMS...' Forms
    Registry Setting 'Do Not Allow User To Continue Filing With Errors' is added to Avatar Cal-PM
    Where enabled, Avatar Cal-PM Registry Setting 'Do Not Allow User To Continue Filing With Errors' disables the 'Continue Filing' option on the submission/filing of the 'Cal-OMS Admission', 'Cal-OMS Annual Update' and 'Cal-OMS Discharge'/'Cal-OMS Administrative Discharge'/'Cal-OMS Youth/Detox Discharge' forms where one or more fields are incomplete.
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
Product Update Description
Adding a new registry setting 'Do Not Allow User To Continue Filing With Errors' that disables the 'Continue Filing' option on the submittal of Cal-OMS forms when marked 'Y'.
Topics
• Registry Settings • Cal-OMS
2023 Update 83 Summary | User Acceptance Tests
  • 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.
  • File Import
    The 'File Import' is modified to prevent the posting of files that have previously been posted.
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
Required Updates
Avatar Cal-PM 2023 Update 16
Avatar Cal-PM 2023 Update 66
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.
Topics
• Admission • Web Services • File Import • Guarantor / Program Billing Defaults • Client Charge Input
2023 Update 88 Summary | 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.
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
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.
Topics
• CSI Submission
2023 Update 89 Summary | User Acceptance Tests
  • Service Codes
    The new field 'Should Add-On Services Generate for Co-Practitioners for this Service Code?' is added to the 'Service Code' form.
    The 'Should Add-On Services Generate for Co-Practitioners for this Service Code?' field is initially disabled and will only be enabled if the 'Service Code Category' field is set to anything other than 'Primary Code'.
  • Service Codes
    The new field 'Should Add-On Services Generate for Co-Practitioners for this Service Code?' supports multiple add-on codes for the primary code.
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, 83, 84, 87, 88
Product Update Description
The following changes are made: 1) The new field 'Should Add-On Services Generate for Co-Practitioners for this Service Code?' is added to the form 'Service Codes' to designate whether a distinct add-on service for this service code should generate for each co-practitioner listed in the note. 2) The 'Service Code Upload Process' form is updated to support the new fields.
Topics
• Service Codes • Progress Notes
2023 Update 90 Summary | User Acceptance Tests
  • File Import - Service Fee/Cross Reference
    Resolves an issue to ensure that the file import successfully imports files that contains multiple fee definitions for the service code, and at least one of the records contains the practitioner category.
Included Updates
None
Product Update Description
An issue is resolved where records may get incorrectly flagged as duplicates during a file import.
Topics
• File Import
2023 Update 93 Summary | User Acceptance Tests
  • Cal-OMS Admission
    An issue is resolved in the "Cal-OMS Admission" form process where clearing the field "What is your Principal Source of Referral?" creates an "Unexpected Error" message that kicks the providers out of the CalOMS Admission form.
Included Updates
None
Product Update Description
An issue on form 'Cal-OMS Admission' is resolved where selecting and clearing an option for field 'What is your Principal Source of Referral?' results in "An Unexpected Error".
Topics
• Cal-Oms Admission • NX
2023 Update 94 Summary | User Acceptance Tests
  • Client Demographic forms - 'Time Zone for Appointment Reminders' field
    The 'Time Zone for Appointment Reminders' field is added to the demographic section of the following forms: * 'Admission' * 'Admission (Outpatient)' * 'Update Client Data' * 'Discharge' * 'Call Intake' * 'Pre Admit' * 'Pre Admit Discharge' The web services associated with the forms are updated accordingly.
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, 75, 79, 81, 82, 83, 84, 87, 88, 89
Product Update Description
The field 'Time Zone for Appointment Reminders' is added to the 'Update Client Data' form and the 'Client Demographics' section of the 'Admission', 'Discharge', 'Pre-Admit', 'Pre-Admit Discharge', and 'Call Intake' forms. The Web Services associated with these forms are updated.
Topics
• Admission • Update Client Data • Discharge • Pre Admit • Call Intake • Pre Admit Discharge • Web Services • Admission (Outpatient)
  • Registry Settings
    An issue is resolved where when filing services with value in 'Minimum Duration' is less than the value of 'Minimum Duration for Unit Calculation' in 'Service Codes' form are not filing zero units of service when the registry setting "Unit Calculation with Minimum Duration" is set to an option of 'Y' or 'YW'.
    Filing through 'Client Charge Input' , with value in 'Minimum Duration' less than value of 'Minimum Duration for Unit Calculation' in 'Service Codes' form will file zero units and zero charges in 'Client Ledger' when the registry setting "Unit Calculation with Minimum Duration" is set to an option of 'Y' or 'YW'.
Included Updates
3, 5, 6, 7, 10, 21, 23, 24, 25, 28, 32, 33, 39, 44, 46, 47, 49, 52, 53, 56, 60, 62, 72, 75, 77, 79, 82, 95
Product Update Description
The issue is resolved where services under the 'Minimum Duration' specified in the 'Service Codes' form are not filing zero units of service when the registry setting "Unit Calculation with Minimum Duration" is set to an option of 'Y' or 'YW'.
Topics
• Registry Settings • Client Charge Input
  • 'Electronic Billing' Support for Services Originating in Avatar MSO
    An issue is resolved in the Avatar Cal-PM Electronic Billing 837 compile process to ensure that 2320/2330 SBR information is included in claims where present for services originating in Avatar MSO with Other Healthcare Coverage information where Avatar Cal-PM Registry Setting 'Add Policy Number Override' is enabled.
Included Updates
None
Product Update Description
An issue is resolved where SBR segments would not generate for MSO originated services if the 'Add Policy Number Override' registry setting is enabled.
Topics
• Electronic Billing • Claims Processing
 

Avatar_Cal-PM_2024_Quarterly_Release_2024.02_Details.csv