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Avatar Cal-PM 2024 Update 25

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

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.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
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
• Delete Service • Edit Service Information • Progress Notes • Service Codes
 
Acceptance Tests
AV-92572 Summary | Details
Enable Co-Practitioner Services From Progress Notes - Edit Service Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Delete Service
  • Progress Notes (Group and Individual)
  • Admission (Outpatient)
  • Create Interim Billing Batch File
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Program Maintenance
  • ProgressNote Approval
  • Registry Settings (PM)
  • Service Fee/Cross Reference Maintenance
  • Site Specific Section Modeling (CWS)
Scenario 1: Enable Co-Practitioner Services From Progress Notes - Delete Service functionality
Specific Setup:
  • Registry Setting:
  • The 'Enable Co-Practitioner Services From Progress Notes' registry setting is set to 'Y'.
  • Program Maintenance:
  • Identify an existing program to be used for client's admission. Note the program code/value and associated 'Service Programs'.
  • The 'Create Co-Practitioner Services From Progress Notes' field is set to 'Yes' for the above program.
  • Site Specific Section modeling:
  • Add-On service, Save Add-On, Add-On Duration, Co-Practitioner, Co-Practitioner Duration fields are added to the Progress Note form if they are not available on the form.
  • Dictionary Update:
  • File= 'Other Tabled File,
  • Data Element -291, Service Code Type'
  • Dictionary Code = desired code
  • Dictionary Value = Desired value
  • Extended Dictionary = 'Allow Multiple Add-On Code Definition'
  • Extended Dictionary Value (Single Dictionary) = Yes
  • Service Codes:
  • A primary service code is created to have desired number of add-on with the following:
  • Service Code Category = Primary Code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • A primary add-on service code is created with the following:
  • Service Code Category = Primary Add-On Code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • Should Add-On Services Generate for Co-Practitioners for this Service Code? = No
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • Another add-on service code is created with the following:
  • Service Code Category = Add-On Code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • Should Add-On Services Generate for Co-Practitioners for this Service Code? = Yes
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • An interactive complexity add-on service code is created with the following:
  • Service Code Category =Interactive Complexity code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • Should Add-On Services Generate for Co-Practitioners for this Service Code? = NULL
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • Service Fee/Cross Reference Maintenance:
  • A fee definition is created for all the service codes. Note the fee for each service code.
  • An active practitioner is identified. Note the practitioner ID.
  • Admission:
  • An active client is identified, or a new client is created. Note the client id, name.
  • Diagnosis:
  • The client has an active diagnosis record. Note the diagnosis codes.
  • Financial Eligibility:
  • The client has an active financial eligibility record. Note the financial class of the guarantor. Note the client ID. Note the episode and program.
Steps
  1. Select desired client from the 'My Clients' widget.
  2. Open the 'Progress Notes (Group and Individual)' form.
  3. Validate the 'Select Client' field contains the client selected from the 'My Clients' widget.’.
  4. Select desired episode from the 'Select Episode' field.
  5. Select ‘New Service’ from the 'Progress Notes For' field.
  6. Select desired value from the 'Note Type' field.
  7. Enter desired value in the 'Notes Field' field.
  8. Enter desired date in the 'Date Of Service' field.
  9. Enter primary service code in the 'Service Charge Code' field.
  10. Validate the 'Service Program' field contains the program associated to the selected episode.
  11. Select desired practitioner from the 'Practitioner' field.
  12. Enter desired duration in the 'Service Duration' field.
  13. Select desired co-practitioner from the 'Co-Practitioner' field.
  14. Enter desired duration in the 'Co-Practitioner Duration (Minutes)'.
  15. Select desired codes from the 'Add-On Services'.
  16. Enter desired value in the 'Add-On Duration'.
  17. Click [Save Add-On Service].
  18. Verify the add-on service displays in the 'Selected Add-On Services' text area.
  19. Repeat steps from 15 through 18 if more than one add-on code needs to be added to the primary code.
  20. Select ‘Final’ from the 'Draft/Final' field.
  21. Click [File Note].
  22. Validate a message is displayed stating: 'Note Filed'.
  23. Click [OK].
  24. Close the form.
  25. Open the 'Client Ledger' for the client.
  26. Verify the client ledger contains primary and add-on services created for all the co-practitioner listed in the progress note if the field 'Should Add-On Services Generate for Co-Practitioners for this Service Code?' is set to 'Yes' or Null for the add-on service code in the 'Service Code' form.
  27. Close the form.
  28. Open the ‘Delete Service’ form.
  29. Select the client in the 'Client Id' field.
  30. Enter 'Start Date' and 'End Date' such that it covers the services rendered to the selected client.
  31. Click [Display Client].
  32. Verify the message box displays only the service of the main practitioner within the date range previously specified.
  33. Select desired service to be deleted.
  34. Click [OK].
  35. Click [Delete].
  36. Verify 'The following services will be deleted' dialog displays the service selected to be deleted.
  37. Click [OK].
  38. Click [Yes].
  39. Verify the 'Information' message contains 'Deleted'.
  40. Close the form.
  41. Open the ‘Client Ledger’ for the client.
  42. Verify the previously selected service and all of its associated co-practitioner services are deleted.
  43. Close the form.
Scenario 2: Enable Co-Practitioner Services From Progress Notes – Edit service Information functionality
Specific Setup:
  • Registry Setting:
  • The 'Enable Co-Practitioner Services From Progress Notes' registry setting is set to 'Y'.
  • Program Maintenance:
  • Identify an existing program to be used for client's admission. Note the program code/value, and the associated service programs.
  • The 'Create Co-Practitioner Services From Progress Notes' field is set to 'Yes' for the above program.
  • Site Specific Section modeling:
  • Add-On service, Save Add-On, Add-On Duration, Co-Practitioner, Co-Practitioner Duration fields are added to the Progress Note form if they are not available on the form.
  • Dictionary Update:
  • File= 'Other Tabled File,
  • Data Element -291, Service Code Type'
  • Dictionary Code = desired code
  • Dictionary Value = desired value
  • Extended Dictionary = 'Allow Multiple Add-On Code Definition'
  • Extended Dictionary Value (Single Dictionary) = Yes
  • Service Codes:
  • A primary service code is created to have desired number of add-on with the following:
  • Service Code Category = Primary Code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • A primary add-on service code is created with the following:
  • Service Code Category = Primary Add-On Code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • Should Add-On Services Generate for Co-Practitioners for this Service Code? = No
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • Another add-on service code is created with the following:
  • Service Code Category = Add-On Code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • Should Add-On Services Generate for Co-Practitioners for this Service Code? = Yes
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • An interactive complexity add-on service code is created with the following:
  • Service Code Category =Interactive Complexity code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • Should Add-On Services Generate for Co-Practitioners for this Service Code? = NULL
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • Service Fee/Cross Reference Maintenance:
  • A fee definition is created for all the service codes. Note the fee for each service code.
  • An active practitioner is identified. Note the practitioner ID.
  • Admission:
  • An active client is identified, or a new client is created. Note the client's id, name.
  • Diagnosis:
  • The client has an active diagnosis record. Note the diagnosis codes.
  • Financial Eligibility:
  • The client has an active financial eligibility record. Note the financial class of the guarantor. Note the client ID. Note the episode and program.
Steps
  1. Select desired client from the 'My Clients' widget.
  2. Open the 'Progress Notes (Group and Individual)' form.
  3. Validate the 'Select Client' field contains the client selected from the 'My Clients' widget.’.
  4. Select desired episode from the 'Select Episode' field.
  5. Select ‘New Service’ from the 'Progress Notes For' field.
  6. Select desired value from the 'Note Type' field.
  7. Enter desired value in the 'Notes Field' field.
  8. Enter desired date in the 'Date Of Service' field.
  9. Enter primary service code in the 'Service Charge Code' field.
  10. Validate the 'Service Program' field contains the program associated to the selected episode.
  11. Select desired practitioner from the 'Practitioner' field.
  12. Enter desired duration in the 'Service Duration' field.
  13. Select desired co-practitioner from the 'Co-Practitioner' field.
  14. Select desired duration in the 'Co-Practitioner Duration (Minutes)'.
  15. Select ‘Final’ from the 'Draft/Final' field.
  16. Click [File Note].
  17. Validate a message is displayed stating: 'Note Filed'.
  18. Click [OK].
  19. Close the form.
  20. Open the 'Client Ledger' for the client.
  21. Verify the client ledger contains primary and add-on services created for all the co-practitioner listed in the progress note if the field 'Should Add-On Services Generate for Co-Practitioners for this Service Code?' is set to 'Yes' or Null for the add-on service code in the 'Service Code' form.
  22. Close the form.
  23. Open the ‘Edit service Information’ form.
  24. Select the same client from the above step 'Client ID' field.
  25. Click [Select Service(s) to Edit].
  26. Select a service for the practitioner to edit.
  27. Verify the Service Code, Program, Office, all Practitioner fields, and their duration are editable.
  28. Enter a new value in the Duration, Co-Practitioner Duration (Minutes) and Second Co Staff (Minutes).
  29. Click [Submit].
  30. Open the ‘Client Ledger’ form.
  31. Verify the practitioner and co-practitioner services reflect the duration change and new charges are calculated based on the new value specified for the duration.
  32. Close the form.
  33. Open the ‘Edit service Information’ form.
  34. Select the same client from the above step 'Client ID' field.
  35. Click [Select Service(s) to Edit].
  36. Select a service for the practitioner to edit.
  37. Verify the Service Code, Program, Office, all Practitioner fields, and their duration are editable.
  38. Select desired add-on service from the 'Add-On Service' codes to attach to the primary service code.
  39. Click [Submit].
  40. Open the ‘Client Ledger’ form.
  41. Verify that the primary and add-on services are created for the practitioner and co-practitioners.
  42. Close the form.
  43. Open the ‘Edit service Information’ form.
  44. Select the same client from the above step 'Client ID' field.
  45. Click [Select Service(s) to Edit].
  46. Select a service for the practitioner to edit.
  47. Remove one of the add-on service codes added to the primary service code of the practitioner service.
  48. Click [Submit].
  49. Open the ‘Client Ledger’ form.
  50. Verify that the desired add-on service code is deleted for the practitioner and co-practitioners.
  51. Close the form.
Scenario 3: Validating co-practitioner services - 'Should Add-On Services Generate for Co-Practitioners for this Service Code?' = Y, N or Null and 'Create Co-Practitioner Services From Progress Notes' = Y
Specific Setup:
  • Registry Setting:
  • The 'Enable Co-Practitioner Services From Progress Notes' registry setting is set to 'Y'.
  • Program Maintenance:
  • Identify an existing program to be used for client's admission. Note the program code/value, and associated service programs.
  • The 'Create Co-Practitioner Services From Progress Notes' field is set to 'Yes' for the above program.
  • Site Specific Section modeling:
  • Add-On service, Save Add-On, Add-On Duration, Co-Practitioner, Co-Practitioner Duration fields are added to the Progress Note form if they are not available on the form.
  • Dictionary Update:
  • File= 'Other Tabled File,
  • Data Element -291, Service Code Type'
  • Dictionary Code = Desired code
  • Dictionary Value = Desired value
  • Extended Dictionary = 'Allow Multiple Add-On Code Definition'
  • Extended Dictionary Value (Single Dictionary) = Yes
  • Service Codes:
  • A primary service code is created to have desired number of add-on with the following:
  • Service Code Category = Primary Code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • A primary add-on service code is created with the following:
  • Service Code Category = Primary Add-On Code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • Should Add-On Services Generate for Co-Practitioners for this Service Code? = No
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • Another add-on service code is created with the following:
  • Service Code Category = Add-On Code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • Should Add-On Services Generate for Co-Practitioners for this Service Code? = Yes
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • An interactive complexity add-on service code is created with the following:
  • Service Code Category =Interactive Complexity code
  • Service Code Type = desired value
  • Type of Fee = desired value.
  • Should Add-On Services Generate for Co-Practitioners for this Service Code? = NULL
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • Service Fee/Cross Reference Maintenance:
  • A fee definition is created for all the service codes. Note the fee for each service code.
  • An active practitioner is identified. Note the practitioner's ID.
  • Admission:
  • An active client is identified, or a new client is created. Note the client's id, name.
  • Diagnosis:
  • The client has an active diagnosis record. Note the diagnosis codes.
  • Financial Eligibility:
  • The client has an active financial eligibility record. Note the financial class of the guarantor. Note the client ID. Note the episode and program.
Steps
  1. Select desired client from the 'My Clients' widget.
  2. Open the 'Progress Notes (Group and Individual)' form.
  3. Validate the 'Select Client' field contains the client selected from the 'My Clients' widget.’.
  4. Select desired episode from the 'Select Episode' field.
  5. Select ‘New Service’ from the 'Progress Notes For' field.
  6. Select any value from the 'Note Type' field.
  7. Enter any value in the 'Notes Field' field.
  8. Enter the desired date in the 'Date Of Service' field.
  9. Enter primary service code in the 'Service Charge Code' field.
  10. Validate the 'Service Program' field contains the Service Program associated to selected episode.
  11. Select desired practitioner from the 'Practitioner' field.
  12. Enter desired duration in the 'Service Duration' field.
  13. Select desired co-practitioner from the 'Co-Practitioner' field.
  14. Enter desired duration in the 'Co-Practitioner Duration (Minutes)'.
  15. Select desired codes from the 'Add-On Services'.
  16. Select desired value in the 'Add-On Duration'.
  17. Click [Save Add-On Service].
  18. Verify the add-on service displayed in the 'Selected Add-On Services' text area.
  19. Repeat steps from 15 through 18 if more than one add-on code needs to be added to the primary code.
  20. Select ‘Final’ from the 'Draft/Final' field.
  21. Click [File Note].
  22. Validate a message is displayed stating: 'Note Filed'.
  23. Click [OK].
  24. Close the form.
  25. Open the 'Client Ledger' for the client.
  26. Verify the client ledger contains primary and add-on services created for all the co-practitioner listed in the progress note if the field 'Should Add-On Services Generate for Co-Practitioners for this Service Code?' is set to 'Yes' or Null for the add-on service code in the 'Service Code' form.
  27. Close the form.
  28. Open the 'Close Charges' form.
  29. Close all the charges distributed to the guarantor.
  30. Close the form.
  31. Open the 'Create Interim Billing Batch File' form.
  32. Create an interim billing batch that covers the client, guarantor and services rendered to the client. Note the batch number.
  33. Close the form.
  34. Open the 'Electronic Billing' form.
  35. Compile an 837 bill for the client.
  36. Verify the bill compiles successfully.
  37. Select 'Dump File' option from the billing options.
  38. Select the recently compiled 837 file.
  39. Review the file.
  40. Verify the primary and add-on services are created for all the co-practitioner listed in the progress note if the field 'Should Add-On Services Generate for Co-Practitioners for this Service Code?' is set to 'Yes' or Null for the add-on service code in the 'Service Code' form.
  41. Close the report.
  42. Close the form.
Topics
• Delete Service • Edit Service Information • Progress Notes • Service Codes