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Avatar Cal-PM 2024 Update 60

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.01.01
RADplus 2024 Monthly Release 2024.01.01

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'.

Required Updates

Avatar Cal-PM 2024 Update 49

Included Updates

3, 5, 7, 10, 21, 23, 25, 28, 32, 33, 39, 49, 52

Details
NEW1 CHANGED0 FIXED0
New (1)
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
 
Acceptance Tests
AV-91870 Summary | Details
Service Codes - 'Always Allow Overbooking' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Crystal Report Viewer
  • Service Code Upload Process
Scenario 1: 'Service Codes' - Add a Provider Only Service Code
Specific Setup:
  • Must have access to Crystal Reports or other SQL Reporting Tool.
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" in the 'Add New Or Edit Existing' field.
  3. Validate the 'Clinic Hours' field is displayed and disabled.
  4. Validate the 'Always Allow Overbooking' field is displayed and disabled.
  5. Populate the required and desired fields.
  6. Select "Provider" in the 'Service Required By' field.
  7. Validate the 'Clinic Hours' and 'Always Allow Overbooking' fields are now enabled. Note: These fields will only be enabled when "Provider" is selected in the 'Service Required By' field.
  8. Select "No" in the 'Clinic Hours' field.
  9. Select "Yes" in the 'Always Allow Overbooking' field.
  10. Click [Submit].
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table.
  13. Validate a row is displayed for the service code filed in the previous steps.
  14. Validate the 'clinic_hours_code' field contains "N".
  15. Validate the 'clinic_hours_value' field contains "No".
  16. Validate the 'alwoverbook_code' field contains "Y".
  17. Validate the 'alwoverbook_value' field contains "Yes".
  18. Access the 'Service Codes' form.
  19. Select "Edit" in the 'Add New Or Edit Existing' field.
  20. Select the service code filed in the previous steps.
  21. Validate "No" is selected in the 'Clinic Hours' field.
  22. Select "No" in the 'Always Allow Overbooking' field.
  23. Click [Submit].
  24. Access Crystal Reports or other SQL reporting tool.
  25. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table.
  26. Validate the 'alwoverbook_code' field contains "N".
  27. Validate the 'alwoverbook_value' field contains "No".
  28. Close the report.
Scenario 2: Cal-PM - 'Service Code Upload Process' - Upload Provider Only Service Code
Specific Setup:
  • Must have a Cal-PM Service Code Upload file containing a valid row with "Provider" as the value for the 'Service Provided By' field, "No" as the value for the 'Clinic Hours' field and "Yes" as the value for 'Always Allow Overbooking' field (File A).
Steps
  1. Access the 'Service Code Upload Process' form.
  2. Enter "File A" in the 'Filename' field.
  3. Select "Compile" in the 'Compile Or Post' field.
  4. Select "No" in the 'Override Existing Service Codes' field.
  5. Click [Submit].
  6. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  7. Click [OK] and leave the form opened.
  8. Select "Post" in the 'Compile Or Post' field.
  9. Click [Submit].
  10. Validate a message is displayed stating: Posting completed.
  11. Click [OK] and close the form.
  12. Access the 'Service Code Upload Accepted Codes' form.
  13. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  14. Click [Process].
  15. Validate "File A" contents are displayed in the report.
  16. Validate the 'Clinic Hours' field contains "No".
  17. Validate the 'Always Allow Overbooking' field contains "Yes".
  18. Close the report and the form.
  19. Access the 'Service Codes' form.
  20. Select "Edit" in the 'Add New Or Edit Existing' field.
  21. Select the service code uploaded in the previous steps in the 'Service Code' field.
  22. Validate the 'Clinic Hours' field contains "No".
  23. Validate the 'Always Allow Overbooking' field contains "Yes".
  24. Validate all other information displays as expected.
  25. Close the form
  26. Access Crystal Reports or other SQL reporting tool.
  27. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  28. Validate a row is displayed for the service code uploaded in the previous steps.
  29. Validate the 'clinic_hours_code' field contains "N".
  30. Validate the 'clinic_hours_value' field contains "No".
  31. Validate the 'alwoverbook_code' field contains "Y".
  32. Validate the 'alwoverbook_value' field contains "Yes".
  33. Close the report.
Topics
• Service Codes