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Avatar Cal-PM 2024 Quarterly Release 2024.02 Summary


NEW29 CHANGED1 FIXED30
New (29)
CPT Code Definition
The 2024 Annual CPT Code Update is added to the system.
Value Added: The 2024 CPT Codes are added.
Topics
• CPT Codes • 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.
Value Added: A new section is added to the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form.
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.
Value Added: Roll-Up Services Definition - new field 'Roll-Up Add-On Codes If Present' is added.
Roll-Up Services Definition
The registry setting 'Prevent Roll-Up From Happening If There Is Only One Component Service' is added.
Value Added: A new registry setting is added for Roll-Up Services Definitions.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • NX • Roll-Up Service Definition • Registry Settings
 
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
Value Added: Support for the "Family" entity database for modeling forms
Topics
• Modeling • Change MR# • Family Registration
 
Avatar Cal-PM 'Electronic Billing' 837 Professional
Avatar Cal-PM 837 Professional optional suppression of 2310C/2310D and 2420C loops is updated.
Value Added: Updates 837 Professional suppression of 2310C/2310D and 2420C loops
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.
Value Added: Agencies can control access to non-episodic clients in sub-system codes.
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.
Value Added: The ability to view 'Diagnosing Clinician' credentials in the Chart View.
Topics
• Chart View • Diagnosis
 
Support for other products and modules
Avatar Cal-PM is enhanced to support other products and modules.
Value Added: Support for other products and modules.
Topics
• Progress Notes
 
Support tool stateless update
System prepared for future functionality. Internal testing only.
Value Added: The new form 'Support Utility' is added to support modeled form and reports. For Internal Support only
Topics
• Support Utilities
 
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.
Value Added: 'Form Serial Number' field is now included in all 'Cal-OMS...' forms
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.
Value Added: Updates 'Cal-OMS Admission' and 'Cal-OMS Discharge' Forms field validation
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.
Value Added: Adds support for additional fields in Avatar Cal-PM Cal-OMS Web Services
Topics
• Registry Settings • Cal-OMS • Web Services
 
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.
Value Added: Users can now access field 'Minimum Duration for Unit Calculation' in the Service Code 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.
Value Added: Users can now access field 'Minimum Duration for Unit Calculation' in the Service Code 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.
Value Added: Users can now access field 'Minimum Duration for Unit Calculation' in the Service Code form
Topics
• Registry Settings • Service Codes • Client Charge Input • File Import • Edit Service Information • Web Services
 
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.
Value Added: Support for Mobile CareGiver+
Topics
• Admission • Web Services • Update Client Data • Discharge • Pre Admit • Call Intake • Admission (Outpatient) • Pre Admit Discharge
 
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'
Value Added: User can disable a full system backup of the 'SYSTEM.billing_tx_master_fee_table' and 'SYSTEM.billing_tx_max_liab_by_guar' tables during 'File Import' processing.
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.
Value Added: Adds 'Enable Override MSO COB Service Charges and Line Adjustments' Registry Setting to Avatar Cal-PM
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.
Value Added: Adds support for 'Enable Override MSO COB Service Charges and Line Adjustments' Registry Setting to Avatar Cal-PM 'Electronic Billing'
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.
Value Added: Enable searching on a subset of diagnosis codes
Topics
• Diagnosis
 
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’.
Value Added: New Feature
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.
Value Added: New Feature
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.
Value Added: New Feature
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.
Value Added: New Feature
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.
Value Added: Support is added for email address validation to ensure data accuracy.
Topics
• Admission • Update Client Data • Discharge • Pre Admit • Call Intake • Admission (Outpatient) • Pre Admit Discharge
 
Cal-PM - Service Codes - Prolonged Duration
Prolonged duration functionality is added to the 'Service Codes' form.
Value Added: Agencies can define service codes for prolonged duration functionality.
Cal-PM - File Import - Prolonged Duration Configuration
Prolonged Duration Configuration has been added to 'File Import'.
Value Added: File Import can be used to import Prolonged Duration Configuration.
Client Charge Input/Edit Service Information - Prolonged Duration
'Prolonged Duration' functionality has been added to the 'Client Charge Input' and 'Edit Service Information' form.
Value Added: Agencies can create and edit prolonged services.
SQL Tables
The 'SYSTEM.billing_tx_history' has been updated for prolonged duration functionality.
Value Added: The prolonged duration information can be reviewed in the 'SYSTEM.billing_tx_history' SQL table.
Topics
• Service Codes • File Import • Client Charge Input • Edit Service Information
 
Future Functionality
Future functionality is added to the system.
Value Added: 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
Value Added: New registry setting to support displaying a client's age in different formats.
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.
Value Added: This new feature enhances the demographic data available for clients, providing a more detailed and comprehensive profile. This can aid in better understanding and serving client needs.
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'.
Value Added: The ability to select a value in the 'Always Allow Overbooking' field for any "Provider Only" service code.
Topics
• Service Codes
 
'Consent For Access' web services
The 'Consent For Access' web services are introduced to Avatar Cal-PM.
Value Added: The ability to file 'Consent For Access' data via web service.
Topics
• Web Services • Consent for Access
 
Support for CareFabric actions
Avatar Cal-PM is enhanced to support the new 'GetClientServiceHistory' SDK action.
Value Added: Support for other products and modules.
Topics
• CareFabric • Web Services
 
2023 Update 70 Details | User Acceptance Tests
Family Registration - cache storage table optimization.
Storage for the 'Family Registration' form is optimized to improve performance for reporting purposes.
Value Added: Performance of the cache storage tables for Family Registration form is optimized.
Topics
• Family Registration
 
2023 Update 75 Details | 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.
Value Added: Agencies can restrict 'Coverage Effective Date' as desired.
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.
Value Added: Allows users to override the Statement From and To Date (2300-DTP-03) in the 837 Institutional.
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'.
Value Added: New field is added into the GPBD File import and crystal report.
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.
Value Added: Allows users to override the Statement From and To Date (2300-DTP-03) in the 837 Institutional.
Topics
• Electronic Billing • Guarantor/Program Billing Defaults • File Import • Registry Settings • Financial Eligibility • Web Services
 
2023 Update 81 Details | 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
Value Added: Adds 'Do Not Allow User To Continue Filing With Errors' Registry Setting to Avatar Cal-PM for 'Cal-OMS...' forms
Topics
• Registry Settings • Cal-OMS
 
2023 Update 83 Details | User Acceptance Tests
File Import
The 'File Import' is modified to prevent the posting of files that have previously been posted.
Value Added: Issue resolved to prevent posting the same files that are already posted.
Topics
• File Import • Guarantor / Program Billing Defaults • Client Charge Input
 
2023 Update 89 Details | 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.
Value Added: The 'Service Code' form is updated to control the add-on generation for the selected serve code type.
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.
Value Added: The multiple add-on codes for the primary code logic is updated to support the 'Should Add-On Services Generate for Co-Practitioners for this Service Code?' field in the 'Service Codes' form.
Topics
• Service Codes • Progress Notes
 
2023 Update 94 Details | 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.
Value Added: The addition of 'Time Zone For Appointment Reminders' to demographic forms
Topics
• Admission • Update Client Data • Discharge • Pre Admit • Call Intake • Pre Admit Discharge • Web Services • Admission (Outpatient)
 
Changed (1)
2024 Update installation
Installation will upgrade to the 2024 version. This will not change any current functionality.
Value Added: Upgrade to current 2024 version
Topics
• Upgrade
 
Fixed (30)
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.
Topics
• Cal-Oms Admission • Cal-OMS • NX
 
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.
Topics
• Close Charges • Interim Billing Batch
 
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.
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.
Topics
• Eligibility Response (271) • NX
 
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
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.
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'.
Topics
• Cal-Oms Admission • Web Services • Cal-OMS
 
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.
Topics
• 837 Institutional • Re-Bill • Electronic Re-billing Service Assignment
 
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.
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.
Topics
• Client Charge Input • Spreadsheet Edit Service Information • NX
 
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'.
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.
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.
Topics
• Quick Billing • NX
 
274 Provider Directory
An issue is resolved where the (2100EA-N2-01) loop was missing the third instance of the data element tag: 'EMAIL'.
Topics
• 274 - Provider Directory
 
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.
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.
Topics
• Database Management
 
Web Service
An issue is resolved where a web service call could fail due to a validation check
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.'
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 '>'.
Topics
• Quick Billing
 
Dictionary Update - 'Exception type' dictionary
Ensure the 'Exception Type' dictionary is available for selection in the 'Dictionary Update' form.
Topics
• Dictionary
 
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.
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'.
Topics
• Service Fee/Cross Reference Maintenance
 
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".
Topics
• Client Charge Input
 
2023 Update 76 Details | 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.
Topics
• 835 Health Care Claim Payment/Advice
 
2023 Update 83 Details | 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.
Topics
• Admission • Web Services
 
2023 Update 88 Details | User Acceptance Tests
CSI Submission - Delete Last Movement
Resolves an issue to ensure that the CSI submission files successfully after deleting last movement for the client.
Topics
• CSI Submission
 
2023 Update 90 Details | 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.
Topics
• File Import
 
2023 Update 93 Details | 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.
Topics
• Cal-Oms Admission • NX
 
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'.
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.
Topics
• Electronic Billing • Claims Processing
 

Avatar_Cal-PM_2024_Quarterly_Release_2024.02_Details.csv