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Avatar Cal-PM 2024 Update 37

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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

Added the registry setting 'Require Referral Source' that will require the "Referral Source" field in the 'CSI Assessment' and 'CSI Submission' form when enabled.

Required Updates

None

Included Updates

None

Details
NEW4 CHANGED0 FIXED0
New (4)
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
Topics
• CSI Assessment • CSI Assessment (Call Intake) • NX
 
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
Topics
• CSI Assessment • NX
 
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
Topics
• CSI Assessment • NX
 
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
• CSI Assessment • NX • Web Services
 
Acceptance Tests
AV-95628 Summary | Details
California Required EDI - CSI
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CSI Assessment (Call Intake)
  • CSI Submission
  • Registry Settings (PM)
  • CSI Assessment
Scenario 1: CSI Assessment (Call Intake) - Registry Setting: Require Referral Source
Specific Setup:
  • Registry Settings: 'Avatar PM->California Required EDI->CSI->->->Require Referral Source' = desired value. Note the value and expected result.
  • Client: 'Client A' is admitted to a program that contains 'Call-Intake' in 'Program Type' and 'Yes' in 'Mental Health Program (CSI) '.
Steps
  1. Open the 'CSI Assessment (Call Intake)' form for 'Client A'.
  2. Verify that the 'Referral Source' field is required or not required, based on the value in the 'Require Referral Source' registry setting.
  3. Enter data in all required fields and desired optional fields.
  4. Click [Submit].
  5. If desired, change the value of the 'Require Referral Source' registry setting to get a different result.
  6. Open the 'CSI Assessment (Call Intake)' form for 'Client A'.
  7. Verify that the 'Referral Source' field is required or not required, based on the value in the 'Require Referral Source' registry setting.
  8. Close the form.
  9. If desired, submit the data in the 'CSI Submission' form.
  10. Select 'Compile' in 'Options'.
  11. Enter the desired date range.
  12. Click [Submit].
  13. Click [OK].
  14. Select 'Print' in 'Options'.
  15. Select desired file in 'Select File To Print/Submit'.
  16. Click [Print Selected File Information].
  17. Validate the data for 'Client A', including the 'Referral Source'.
  18. If desired, submit the file.
Scenario 2: CSI Assessment - Registry Setting: Require Referral Source
Specific Setup:
  • Registry Settings: 'Avatar PM->California Required EDI->CSI->->->Require Referral Source' = desired value. Note the value and expected result.
  • Client: 'Client A' is admitted to a program that contains 'Admit' in 'Program Type' and 'Yes' in 'Mental Health Program (CSI)'.
Steps
  1. Open the 'CSI Assessment form for 'Client A'.
  2. Verify that the 'Referral Source' field is required or not required, based on the value in the 'Require Referral Source' registry setting.
  3. Enter data in all required fields and desired optional fields.
  4. Click [Submit].
  5. If desired, change the value of the 'Require Referral Source' registry setting to get a different result.
  6. Open the 'CSI Assessment' form for 'Client A'.
  7. Verify that the 'Referral Source' field is required or not required, based on the value in the 'Require Referral Source' registry setting.
  8. Close the form.
  9. If desired, submit the data in the 'CSI Submission' form.
  10. Select 'Compile' in 'Options'.
  11. Enter the desired date range.
  12. Click [Submit].
  13. Click [OK].
  14. Select 'Print' in 'Options'.
  15. Select desired file in 'Select File To Print/Submit'.
  16. Click [Print Selected File Information].
  17. Validate the data for 'Client A', including the 'Referral Source'.
  18. If desired, submit the file.
Topics
• CSI Assessment • CSI Assessment (Call Intake) • NX
AV-95629 Summary | Details
California Required EDI - CSI
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CSI Assessment
  • Registry Settings (PM)
Scenario 1: CSI Assessment - Registry Setting: Require Referral Source
Specific Setup:
  • Registry Settings: 'Avatar PM->California Required EDI->CSI->->->Require Referral Source' = desired value. Note the value and expected result.
  • Client: 'Client A' is admitted to a program that contains 'Admit' in 'Program Type' and 'Yes' in 'Mental Health Program (CSI)'.
Steps
  1. Open the 'CSI Assessment form for 'Client A'.
  2. Verify that the 'Referral Source' field is required or not required, based on the value in the 'Require Referral Source' registry setting.
  3. Enter data in all required fields and desired optional fields.
  4. Click [Submit].
  5. If desired, change the value of the 'Require Referral Source' registry setting to get a different result.
  6. Open the 'CSI Assessment' form for 'Client A'.
  7. Verify that the 'Referral Source' field is required or not required, based on the value in the 'Require Referral Source' registry setting.
  8. Close the form.
  9. If desired, submit the data in the 'CSI Submission' form.
  10. Select 'Compile' in 'Options'.
  11. Enter the desired date range.
  12. Click [Submit].
  13. Click [OK].
  14. Select 'Print' in 'Options'.
  15. Select desired file in 'Select File To Print/Submit'.
  16. Click [Print Selected File Information].
  17. Validate the data for 'Client A', including the 'Referral Source'.
  18. If desired, submit the file.
Topics
• CSI Assessment • NX
AV-95630 Summary | Details
California Required EDI -CSI
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CSI Assessment
  • Registry Settings (PM)
Scenario 1: CSI Assessment - Registry Setting: Require Referral Source
Specific Setup:
  • Registry Settings: 'Avatar PM->California Required EDI->CSI->->->Require Referral Source' = desired value. Note the value and expected result.
  • Client: 'Client A' is admitted to a program that contains 'Admit' in 'Program Type' and 'Yes' in 'Mental Health Program (CSI)'.
Steps
  1. Open the 'CSI Assessment form for 'Client A'.
  2. Verify that the 'Referral Source' field is required or not required, based on the value in the 'Require Referral Source' registry setting.
  3. Enter data in all required fields and desired optional fields.
  4. Click [Submit].
  5. If desired, change the value of the 'Require Referral Source' registry setting to get a different result.
  6. Open the 'CSI Assessment' form for 'Client A'.
  7. Verify that the 'Referral Source' field is required or not required, based on the value in the 'Require Referral Source' registry setting.
  8. Close the form.
  9. If desired, submit the data in the 'CSI Submission' form.
  10. Select 'Compile' in 'Options'.
  11. Enter the desired date range.
  12. Click [Submit].
  13. Click [OK].
  14. Select 'Print' in 'Options'.
  15. Select desired file in 'Select File To Print/Submit'.
  16. Click [Print Selected File Information].
  17. Validate the data for 'Client A', including the 'Referral Source'.
  18. If desired, submit the file.
Topics
• CSI Assessment • NX
AV-95631 Summary | Details
California Required EDI -CSI
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CSI Assessment
  • Registry Settings (PM)
  • SoapUI - CSIAssessment
Scenario 1: 'CSIAssessment' web service - Add & Update CSI Assessment
Specific Setup:
  • Registry Settings: 'Avatar PM->California Required EDI->CSI->->->Require Referral Source' = desired value. Note the value and expected result.
  • Client: 'Client A' is admitted to a program that contains 'Yes' in 'Mental Health Program (CSI)'.
Steps
  1. Access SoapUI for the 'CSIAssessment' - 'AddCSIAssessment' web service.
  2. Fill out all required and desired fields.
  3. Click [Run].
  4. Validate the 'AddCSIAssessmentResponse' field is populated with data.
  5. Validate the 'Confirmation' field contains a value such as:ClientID:273||EP:1||UniqueID:CSS65274.001.
  6. Validate the 'Message' field contains: CSI Assessment web service has been filed successfully.
  7. Select 'Client A' and access the 'CSI Assessment' form.
  8. Select the desired episode from the Pre-Display and click [OK].
  9. Click [Edit].
  10. Validate the submitted data displays.
  11. Discard the form.
  12. Access SoapUI for the 'CSIAssessment' - 'UpdateCSIAssessment' web service.
  13. Edit at least one field. Note the edits.
  14. Click [Run].
  15. Validate the 'UpdateCSIAssessmentResponse' field is populated with data.
  16. Validate the 'Confirmation' field contains a value such as: ClientID:273||EP:1||UniqueID:CSS65274.001.
  17. Validate the 'Message' field contains: CSI Assessment web service has been filed successfully.
  18. Select 'Client A' and access the 'CSI Assessment' form.
  19. Select the desired episode from the Pre-Display and click [OK].
  20. Click [Edit].
  21. Validate the edited data displays.
  22. Discard the form.
Topics
• CSI Assessment • NX • Web Services