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Avatar MSO 2023 Monthly Release 2023.00.01 Acceptance Tests

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2022 Update 22 Summary | Details
Registry Setting - Enable Contracting Provider Specific File Folder Structure
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (MSO)
  • Import/Export File Configuration
  • Contracting Provider Registration
  • Diagnosis
  • Guarantors/Payors
  • Registry Settings (PM)
  • Financial Eligibility
  • Member Specific Information
  • Program Maintenance
  • CPT Code Definition (PM)
  • 837 Health Care Claim Professional
  • Avatar NX Report Viewer
  • Plan Definition
  • Provider Fee Definition
  • MSO to Parent System Integration Mapping
  • Crystal Report Viewer
  • Create Voucher
  • Voucher Creation Summary
  • Create EOB
  • EOB Creation Summary
  • 835 Health Care Claim Payment/Advice (MSO)
  • Applying Contracting Provider
  • Contracting Provider Termination
  • User Definition
Scenario 1: Registry Setting - Enable Contracting Provider Specific File Folder Structure
Specific Setup:
  • A directory has been created on the server that will contain the specific file folders for contracting providers if the following registry setting is enabled.
  • Registry Setting: Enable Contracting Provider Specific File Folder Structure = Y.
  • Validate that a file folder has been created on the server for the facility and for each contracting provider within the facility folder.
  • Import/Export File Configuration:
  • 277 Claim Acknowledgement: Select Yes in ‘Automatically Generate a 277 Claim Acknowledgement File’.
  • 999 Functional Acknowledgement: Select Yes in ‘Automatically Generate a 999 Functional Acknowledgement File’.
  • Automated Claim Processing Output: The directory created above is placed in ‘Automated Claim Processing Output File Path’.
  • 837 Professional and 837 Institutional are defined as desired.
  • A file to use in '837 Health Care Claim Professional' or '837 Health Care Claim Institutional’ is available. Note the contracting provider.
Steps
  1. Open ‘Applying Contracting Provider’ and create a record.
  2. Open ‘Contracting Provider Registration’, selecting the ‘Applying Contracting Provider’ record.
  3. Complete the ‘Contracting Provider Registration’ as desired.
  4. Validate that a new folder was created for the ‘Contracting Provider’ within the facility folder.
  5. Open ‘Contracting Provider Termination’ and terminate the contracting provider.
  6. Validate that the folder now contains ‘Inactive’.
  7. Open '837 Health Care Claim Professional' or '837 Health Care Claim Institutional’ and load, compile and post the file. Note the batch number in the posted report.
  8. Open ‘Close Batch’ and close the batch.
  9. Open ‘Create Voucher’ and create the voucher for the contracting provider.
  10. Open ‘Create EOB’ and create the EOB for the contracting provider.
  11. Create and post the 835 file in '835 Health Care Claim Payment/Advice'.
  12. Validate that the folder for the contracting provider contains a new file in the ‘277’, ‘835’ and ‘999’ folders.
Topics
• Registry Settings • Contracting Provider Registration • NX
2022 Update 36 Summary | Details
Avatar MSO 'Enable Multiple Service Date Entry' Registry Setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Fast Service Entry
  • Fast Service Entry Submission
  • Claim Processing (CMS 1500)
  • Claim Processing with Override (CMS 1500)
  • Claim Processing (UB-04)
  • Claim Processing with Override (UB-04)
  • Foster Care Service Entry
Scenario 1: Avatar MSO Registry Settings - Verification of 'Enable Multiple Service Date Entry' Registry Setting
Steps
  1. Open 'Registry Settings' form.
  2. Enter search value 'Enable Multiple Service Date Entry' and click 'View Registry Settings' button.
  3. Ensure Registry Setting 'Enable Multiple Service Date Entry' is returned (under 'Avatar MSO -> Claims Processing' path).
  4. Ensure Registry Setting 'Enable Multiple Service Date Entry' is set to 'N' (disabled) by default on update installation.
  5. Ensure 'Registry Setting Details' field contains the following explanation text:

"Setting this registry setting to 'Y' will add support for multiple service date entry to MSO.

The fields 'Select Dates Option', 'From Date', 'Through Date', 'Exclude Weekends' and 'Select Dates' will be added to the Avatar MSO forms for Fast Service Entry, Fast Service Entry Submission, Claim Processing (CMS-1500), Claim Processing with Override (CMS-1500), Claim Processing (UB-04), Claim Processing with Override (UB-04) and Foster Care Service Entry.

Selecting 'N' removes these fields from the forms and disables the related functionality."

Scenario 2: 'Fast Service Entry' - Verification Of Multiple Service Date Entry
Specific Setup:
  • Avatar MSO Registry Setting 'Enable Multiple Service Date Entry' must be enabled
  • Note - Multiple service date entry fields will be added to end of Fast Service Entry forms 'Fast Service Detail' section by default; Fields may be relocated/repositioned within form as desired via Avatar MSO 'Form Designer'
  • Client record(s) eligible for claim/service entry
Steps
  1. Open Avatar MSO 'Fast Service Entry' or 'Fast Service Entry Submission' form.
  2. Enter/select value for 'Date Claims Received' (and 'Close Batches' if allowed/applicable).
  3. Navigate to 'Fast Service Detail' section of form.
  4. Click 'Add New Item' button to enter new service row(s).
  5. Ensure the following fields are present in the Avatar MSO 'Fast Service Entry' or 'Fast Service Entry Submission' form, 'Fast Service Detail' section:
  6. 'Select Dates Option'
  7. Radio button selection field with 'Single Date' and 'Multiple Dates' selections
  8. Set to 'Single Date' by default
  9. 'From Date'
  10. Begin date filtering/criteria field for 'Select Dates' multiple date service entry
  11. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  12. 'Through Date'
  13. End date filtering/criteria field for 'Select Dates' multiple date service entry
  14. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  15. 'Exclude Weekends'
  16. Radio button filtering/criteria field with 'Yes' and 'No' selections for 'Select Dates' multiple date service entry
  17. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  18. 'Select Dates'
  19. Date selection field for multiple date service entry
  20. Populated with service dates on or between 'From Date'/'Through Date' criteria fields
  21. Weekend dates (Saturday/Sunday) included or excluded in 'Select Dates' field via 'Exclude Weekends' criteria field
  22. A maximum of 31 services/service dates may be selected for entry
  23. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  24. 'Create Service(s) For Selected Dates' button
  25. Used to create/add multiple date service row(s) in form following service information entry and date selection
  26. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  27. Ensure 'Select Dates Option' field is set to 'Single Date' by default on new service entry (and 'Date of Service' date entry field is enabled for single service date entry where 'Single Date' is selected for 'Select Dates Option' field).
  28. Select 'Multiple Dates' in 'Select Dates Option' field.
  29. Ensure 'From Date', 'Through Date', 'Exclude Weekends' and 'Select Dates' fields are enabled where 'Multiple Dates' is selected in 'Select Dates Option' field.
  30. Enter/select values for 'From Date' and 'Through Date' filtering/criteria fields.
  31. If date range for 'From Date' and 'Through Date' fields is greater than 31 days, ensure user is presented with an error dialog noting 'The Date Range cannot exceed 31 days' and the entry is disallowed.
  32. Select value for 'Exclude Weekends' filtering/criteria field.
  33. Ensure 'Select Dates' field is populated with service dates on or between 'From Date'/'Through Date' criteria fields (with weekend dates included or excluded based on 'Exclude Weekends' selection).
  34. Select two or more dates for service entry/creation in the 'Select Dates' field.
  35. Ensure 'Date of Service' date entry field is disabled in form for service entry where 'Multiple Dates' is selected for 'Select Dates Option'; ensure 'Date of Service' field is populated with earliest selected date in 'Select Dates' field.
  36. Enter/select values for 'Member Name Or ID', 'Funding Source' and 'Provider' fields.
  37. Enter/select values for 'Procedure Code', 'Total Charge' and 'Service Units' fields.
  38. Click 'Display Valid Authorizations' button for Service Authorization selection.
  39. Ensure Authorization Listing display includes authorization record(s) applicable to service dates selected/service detail information (or 'No authorizations are on file which match the entered criteria' message is displayed if no applicable authorization record found).
  40. Select Authorization record/row for service entry (or directly enter value in 'Authorization Number' field).
  41. Enter/select values for any other service detail fields as required/desired.
  42. Click the 'Create Service(s) For Selected Dates' button to add services for each/all dates selected in the 'Select Dates' multiple service entry field.
  43. In case where any required field(s) is/are not completed - On clicking 'Create Service(s) For Selected Dates' button, ensure that user is presented with error dialog noting incomplete required fields (and multiple date service rows are not added in form).
  44. Following use of the 'Create Service(s) For Selected Dates' button, ensure user is presented with confirmation dialog noting services/service rows which will be added in form; click 'OK' button to close dialog/continue.
  45. Example: "Services will be added for Dates: 2023-02-02 - Thursday 2023-02-03 - Friday 2023-02-15 - Wednesday 2023-02-16 - Thursday"
  46. In case where 'Authorization Number' entered in Service Detail does not fully cover all specified service dates/rows for approval - Following use of the 'Create Service(s) For Selected Dates' button/date confirmation dialog, ensure user is presented with an alert dialog noting 'Some or all of the services entered are denied due to invalid authorization information'; click 'OK' button to close dialog/continue.
  47. Ensure one service row is added for each selected date in form (visible in the 'Fast Service Entry Summary' tabular data entry grid at top of 'Fast Service Detail' section of form), with all services using same service detail information/values as entered/selected in form.
  48. Select added service detail row in 'Fast Service Entry Summary' tabular data entry grid at top of 'Fast Service Detail' section and click 'Edit Selected Item' button to review service detail information.
  49. Ensure all service detail fields contain information/values as entered/selected in form for multiple date service entry.
  50. Repeat single date or multiple date service entry as desired for same or different client/provider.
  51. When all desired services have been entered in 'Fast Service Detail' section of form, navigate to 'Fast Service Entry Summary' section of form.
  52. Click 'Submit Fast Service Entry' button to file service(s) and create Avatar MSO claims processing batch(es).
  53. Re-open claim(s) created via 'Fast Service Entry'/'Fast Service Entry Submission' form for review (via Avatar MSO 'Claim Processing (CMS 1500)' form, selecting Fast Service Entry batch/claim).
  54. Navigate to 'Service Detail' section of form.
  55. Ensure all previously filed services/service detail rows are present in 'Claim Service Detail History' tabular data entry grid at top of 'Service Detail' section (with all services using service detail information/values as previously entered via 'Fast Service Entry'/'Fast Service Entry Submission' form).
Scenario 3: 'Claim Processing (CMS 1500)' - Verification of Multiple Service Date Entry
Specific Setup:
  • Avatar MSO Registry Setting 'Enable Multiple Service Date Entry' must be enabled
  • Note - Multiple service date entry fields will be added to end of Claim Processing forms 'Service Detail' section by default; Fields may be relocated/repositioned within form as desired via Avatar MSO 'Form Designer'
  • Client record(s) eligible for claim/service entry
Steps
  1. Open Avatar MSO 'Claim Processing (CMS 1500)' or 'Claim Processing With Override (CMS 1500)' form.
  2. Select claims processing batch for claim/service entry.
  3. Create new claim for service entry (or open existing claim for new service entry).
  4. Enter/select value for 'Member Name or ID' and 'Provider' fields in claim level section of form (as well as any other required/desired fields in claim level section).
  5. Navigate to 'Service Detail' section of form.
  6. Click 'Add New Item' button to enter new service row(s).
  7. Ensure the following fields are present in the Avatar MSO 'Claim Processing (CMS 1500)' or 'Claim Processing With Override (CMS 1500)' form, 'Service Detail' section:
  8. 'Select Dates Option'
  9. Radio button selection field with 'Single Date' and 'Multiple Dates' selections
  10. Set to 'Single Date' by default
  11. 'From Date'
  12. Begin date filtering/criteria field for 'Select Dates' multiple date service entry
  13. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  14. 'Through Date'
  15. End date filtering/criteria field for 'Select Dates' multiple date service entry
  16. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  17. 'Exclude Weekends'
  18. Radio button filtering/criteria field with 'Yes' and 'No' selections for 'Select Dates' multiple date service entry
  19. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  20. 'Select Dates'
  21. Date selection field for multiple date service entry
  22. Populated with service dates on or between 'From Date'/'Through Date' criteria fields
  23. Weekend dates (Saturday/Sunday) included or excluded in 'Select Dates' field via 'Exclude Weekends' criteria field
  24. A maximum of 31 services/service dates may be selected for entry
  25. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  26. 'Create Service(s) For Selected Dates' button
  27. Used to create/add multiple date service row(s) in form following service information entry and date selection
  28. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  29. Ensure 'Select Dates Option' field is set to 'Single Date' by default on new service entry (and 'Date of Service' date entry field is enabled for single service date entry where 'Single Date' is selected for 'Select Dates Option' field).
  30. Select 'Multiple Dates' in 'Select Dates Option' field.
  31. Ensure 'From Date', 'Through Date', 'Exclude Weekends' and 'Select Dates' fields are enabled where 'Multiple Dates' is selected in 'Select Dates Option' field.
  32. Enter/select values for 'From Date' and 'Through Date' filtering/criteria fields.
  33. If date range for 'From Date' and 'Through Date' fields is greater than 31 days, ensure user is presented with an error dialog noting 'The Date Range cannot exceed 31 days' and the entry is disallowed.
  34. Select value for 'Exclude Weekends' filtering/criteria field.
  35. Ensure 'Select Dates' field is populated with service dates on or between 'From Date'/'Through Date' criteria fields (with weekend dates included or excluded based on 'Exclude Weekends' selection).
  36. Select two or more dates for service entry/creation in the 'Select Dates' field.
  37. Ensure 'Date of Service' date entry field is disabled in form for service entry where 'Multiple Dates' is selected for 'Select Dates Option'; ensure 'Date of Service' field is populated with earliest selected date in 'Select Dates' field.
  38. Enter/select values for 'Procedure Code', 'Total Charge' and 'Service Units' fields.
  39. Click 'Display Valid Authorizations' button for Service Authorization selection.
  40. Ensure Authorization Listing display includes authorization record(s) applicable to service dates selected/service detail information (or 'No authorizations are on file which match the entered criteria' message is displayed if no applicable authorization record found).
  41. Select Authorization record/row for service entry (or directly enter value in 'Authorization Number' field).
  42. Enter/select values for any other service detail fields as required/desired.
  43. Click the 'Create Service(s) For Selected Dates' button to add services for each/all dates selected in the 'Select Dates' multiple service entry field.
  44. In case where any required field(s) is/are not completed - On clicking 'Create Service(s) For Selected Dates' button, ensure that user is presented with error dialog noting incomplete required fields (and multiple date service rows are not added in form).
  45. Following use of the 'Create Service(s) For Selected Dates' button, ensure user is presented with confirmation dialog noting services/service rows which will be added in form; click 'OK' button to close dialog/continue.
  46. Example: "Services will be added for Dates: 2023-02-02 - Thursday 2023-02-03 - Friday 2023-02-15 - Wednesday 2023-02-16 - Thursday"
  47. In case where 'Authorization Number' entered in Service Detail does not fully cover all specified service dates/rows for approval - Following use of the 'Create Service(s) For Selected Dates' button/date confirmation dialog, ensure user is presented with an alert dialog noting 'Some or all of the services entered are denied due to invalid authorization information'; click 'OK' button to close dialog/continue.
  48. Ensure one service row is added for each selected date in form (visible in the 'Claim Service Detail History' tabular data entry grid at top of 'Service Detail' section of form), with all services using same service detail information/values as entered/selected in form.
  49. Select added service detail row in 'Claim Service Detail History' tabular data entry grid at top of 'Service Detail' section and click 'Edit Selected Item' button to review service detail information.
  50. Ensure all service detail fields contain information/values as entered/selected in form for multiple date service entry.
  51. Repeat single date or multiple date service entry as desired for client/provider/claim.
  52. Click 'Submit' button to file form/save claim and service entries.
  53. Re-open same claim for review (via 'Return to Pre-Display' dialog for Claim Processing form or by re-opening Claim Processing form and selecting same batch/claim).
  54. Navigate to 'Service Detail' section of form.
  55. Ensure all previously filed services/service detail rows are present in 'Claim Service Detail History' tabular data entry grid at top of 'Service Detail' section (with all services using service detail information/values as previously entered).
Scenario 4: 'Claim Processing (UB-04)' - Verification of Multiple Service Date Entry
Specific Setup:
  • Avatar MSO Registry Setting 'Enable Multiple Service Date Entry' must be enabled
  • Note - Multiple service date entry fields will be added to end of Claim Processing forms 'Service Detail' section by default; Fields may be relocated/repositioned within form as desired via Avatar MSO 'Form Designer'
  • Client record(s) eligible for claim/service entry
Steps
  1. Open Avatar MSO 'Claim Processing (UB-04)' or 'Claim Processing With Override (UB-04)' form.
  2. Select claims processing batch for claim/service entry.
  3. Create new claim for service entry (or open existing claim for new service entry).
  4. Enter/select value for 'Member Name or ID' and 'Provider' fields in claim level section of form (as well as any other required/desired fields in claim level section).
  5. Navigate to 'Service Detail' section of form.
  6. Click 'Add New Item' button to enter new service row(s).
  7. Ensure the following fields are present in the Avatar MSO 'Claim Processing (UB-04)' or 'Claim Processing With Override (UB-04)' form, 'Service Detail' section:
  8. 'Select Dates Option'
  9. Radio button selection field with 'Single Date' and 'Multiple Dates' selections
  10. Set to 'Single Date' by default
  11. 'From Date'
  12. Begin date filtering/criteria field for 'Select Dates' multiple date service entry
  13. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  14. 'Through Date'
  15. End date filtering/criteria field for 'Select Dates' multiple date service entry
  16. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  17. 'Exclude Weekends'
  18. Radio button filtering/criteria field with 'Yes' and 'No' selections for 'Select Dates' multiple date service entry
  19. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  20. 'Select Dates'
  21. Date selection field for multiple date service entry
  22. Populated with service dates on or between 'From Date'/'Through Date' criteria fields
  23. Weekend dates (Saturday/Sunday) included or excluded in 'Select Dates' field via 'Exclude Weekends' criteria field
  24. A maximum of 31 services/service dates may be selected for entry
  25. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  26. 'Create Service(s) For Selected Dates' button
  27. Used to create/add multiple date service row(s) in form following service information entry and date selection
  28. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  29. Ensure 'Select Dates Option' field is set to 'Single Date' by default on new service entry (and 'Date of Service' date entry field is enabled for single service date entry where 'Single Date' is selected for 'Select Dates Option' field).
  30. Select 'Multiple Dates' in 'Select Dates Option' field.
  31. Ensure 'From Date', 'Through Date', 'Exclude Weekends' and 'Select Dates' fields are enabled where 'Multiple Dates' is selected in 'Select Dates Option' field.
  32. Enter/select values for 'From Date' and 'Through Date' filtering/criteria fields.
  33. If date range for 'From Date' and 'Through Date' fields is greater than 31 days, ensure user is presented with an error dialog noting 'The Date Range cannot exceed 31 days' and the entry is disallowed.
  34. Select value for 'Exclude Weekends' filtering/criteria field.
  35. Ensure 'Select Dates' field is populated with service dates on or between 'From Date'/'Through Date' criteria fields (with weekend dates included or excluded based on 'Exclude Weekends' selection).
  36. Select two or more dates for service entry/creation in the 'Select Dates' field.
  37. Ensure 'Date of Service' date entry field is disabled in form for service entry where 'Multiple Dates' is selected for 'Select Dates Option'; ensure 'Date of Service' field is populated with earliest selected date in 'Select Dates' field.
  38. Enter/select values for 'Revenue Code', 'Total Charge' and 'Service Units' fields.
  39. Click 'Display Valid Authorizations' button for Service Authorization selection.
  40. Ensure Authorization Listing display includes authorization record(s) applicable to service dates selected/service detail information (or 'No authorizations are on file which match the entered criteria' message is displayed if no applicable authorization record found).
  41. Select Authorization record/row for service entry (or directly enter value in 'Authorization Number' field).
  42. Enter/select values for any other service detail fields as required/desired.
  43. Click the 'Create Service(s) For Selected Dates' button to add services for each/all dates selected in the 'Select Dates' multiple service entry field.
  44. In case where any required field(s) is/are not completed - On clicking 'Create Service(s) For Selected Dates' button, ensure that user is presented with error dialog noting incomplete required fields (and multiple date service rows are not added in form).
  45. Following use of the 'Create Service(s) For Selected Dates' button, ensure user is presented with confirmation dialog noting services/service rows which will be added in form; click 'OK' button to close dialog/continue.
  46. Example: "Services will be added for Dates: 2023-02-02 - Thursday 2023-02-03 - Friday 2023-02-15 - Wednesday 2023-02-16 - Thursday"
  47. In case where 'Authorization Number' entered in Service Detail does not fully cover all specified service dates/rows for approval - Following use of the 'Create Service(s) For Selected Dates' button/date confirmation dialog, ensure user is presented with an alert dialog noting 'Some or all of the services entered are denied due to invalid authorization information'; click 'OK' button to close dialog/continue.
  48. Ensure one service row is added for each selected date in form (visible in the 'Claim Service Detail History' tabular data entry grid at top of 'Service Detail' section of form), with all services using same service detail information/values as entered/selected in form.
  49. Select added service detail row in 'Claim Service Detail History' tabular data entry grid at top of 'Service Detail' section and click 'Edit Selected Item' button to review service detail information.
  50. Ensure all service detail fields contain information/values as entered/selected in form for multiple date service entry.
  51. Repeat single date or multiple date service entry as desired for client/provider/claim.
  52. Click 'Submit' button to file form/save claim and service entries.
  53. Re-open same claim for review (via 'Return to Pre-Display' dialog for Claim Processing form or by re-opening Claim Processing form and selecting same batch/claim).
  54. Navigate to 'Service Detail' section of form.
  55. Ensure all previously filed services/service detail rows are present in 'Claim Service Detail History' tabular data entry grid at top of 'Service Detail' section (with all services using service detail information/values as previously entered).
Scenario 5: 'Foster Care Service Entry' - Verification of Multiple Service Date Entry
Specific Setup:
  • Avatar Foster Care solution must be installed
  • Avatar MSO Registry Setting 'Enable Multiple Service Date Entry' must be enabled
  • Note - Multiple service date entry fields will be added to end of Foster Care Service Entry form 'Foster Care Service Detail' section by default; Fields may be relocated/repositioned within form as desired via Avatar MSO 'Form Designer'
  • Client record(s) eligible for Foster Care claim/service entry
Steps
  1. Open Avatar MSO 'Foster Care Service Entry' form.
  2. Enter/select value for 'Date Claims Received' (and 'Close Batches' if allowed/applicable).
  3. Navigate to 'Foster Care Service Detail' section of form.
  4. Click 'Add New Item' button to enter new service row(s).
  5. Ensure the following fields are present in the Avatar MSO 'Foster Care Service Entry' form, 'Foster Care Service Detail' section:
  6. 'Select Dates Option'
  7. Radio button selection field with 'Single Date' and 'Multiple Dates' selections
  8. Set to 'Single Date' by default
  9. 'From Date'
  10. Begin date filtering/criteria field for 'Select Dates' multiple date service entry
  11. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  12. 'Through Date'
  13. End date filtering/criteria field for 'Select Dates' multiple date service entry
  14. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  15. 'Exclude Weekends'
  16. Radio button filtering/criteria field with 'Yes' and 'No' selections for 'Select Dates' multiple date service entry
  17. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  18. 'Select Dates'
  19. Date selection field for multiple date service entry
  20. Populated with service dates on or between 'From Date'/'Through Date' criteria fields
  21. Weekend dates (Saturday/Sunday) included or excluded in 'Select Dates' field via 'Exclude Weekends' criteria field
  22. A maximum of 31 services/service dates may be selected for entry
  23. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  24. 'Create Service(s) For Selected Dates' button
  25. Used to create/add multiple date service row(s) in form following service information entry and date selection
  26. Only enabled where 'Multiple Dates' is selected in 'Select Dates Option' field
  27. Ensure 'Select Dates Option' field is set to 'Single Date' by default on new service entry (and 'Date of Service' date entry field is enabled for single service date entry where 'Single Date' is selected for 'Select Dates Option' field).
  28. Select 'Multiple Dates' in 'Select Dates Option' field.
  29. Ensure 'From Date', 'Through Date', 'Exclude Weekends' and 'Select Dates' fields are enabled where 'Multiple Dates' is selected in 'Select Dates Option' field.
  30. Enter/select values for 'From Date' and 'Through Date' filtering/criteria fields.
  31. If date range for 'From Date' and 'Through Date' fields is greater than 31 days, ensure user is presented with an error dialog noting 'The Date Range cannot exceed 31 days' and the entry is disallowed.
  32. Select value for 'Exclude Weekends' filtering/criteria field.
  33. Ensure 'Select Dates' field is populated with service dates on or between 'From Date'/'Through Date' criteria fields (with weekend dates included or excluded based on 'Exclude Weekends' selection).
  34. Select two or more dates for service entry/creation in the 'Select Dates' field.
  35. Ensure 'Date of Service' date entry field is disabled in form for service entry where 'Multiple Dates' is selected for 'Select Dates Option'; ensure 'Date of Service' field is populated with earliest selected date in 'Select Dates' field.
  36. Enter/select values for 'Foster Child Name Or ID', 'Funding Source' and 'Provider' fields.
  37. Enter/select values for 'Procedure Code (Service Provided)', 'Total Charge' and 'Service Units' fields.
  38. Click 'Display Valid Authorizations' button for Service Authorization selection.
  39. Ensure Authorization Listing display includes authorization record(s) applicable to service dates selected/service detail information (or 'No authorizations are on file which match the entered criteria' message is displayed if no applicable authorization record found).
  40. Select Authorization record/row for service entry (or directly enter value in 'Authorization Number' field).
  41. Enter/select values for any other service detail fields as required/desired.
  42. Click the 'Create Service(s) For Selected Dates' button to add services for each/all dates selected in the 'Select Dates' multiple service entry field.
  43. In case where any required field(s) is/are not completed - On clicking 'Create Service(s) For Selected Dates' button, ensure that user is presented with error dialog noting incomplete required fields (and multiple date service rows are not added in form).
  44. Following use of the 'Create Service(s) For Selected Dates' button, ensure user is presented with confirmation dialog noting services/service rows which will be added in form; click 'OK' button to close dialog/continue.
  45. Example: "Services will be added for Dates: 2023-02-02 - Thursday 2023-02-03 - Friday 2023-02-15 - Wednesday 2023-02-16 - Thursday"
  46. In case where 'Authorization Number' entered in Service Detail does not fully cover all specified service dates/rows for approval - Following use of the 'Create Service(s) For Selected Dates' button/date confirmation dialog, ensure user is presented with an alert dialog noting 'Some or all of the services entered are denied due to invalid authorization information'; click 'OK' button to close dialog/continue.
  47. Ensure one service row is added for each selected date in form (visible in the 'Fast Service Entry Summary' tabular data entry grid at top of 'Foster Care Service Detail' section of form), with all services using same service detail information/values as entered/selected in form.
  48. Select added service detail row in 'Fast Service Entry Summary' tabular data entry grid at top of 'Foster Care Service Detail' section and click 'Edit Selected Item' button to review service detail information.
  49. Ensure all service detail fields contain information/values as entered/selected in form for multiple date service entry.
  50. Repeat single date or multiple date service entry as desired for same or different client/provider.
  51. When all desired services have been entered in 'Foster Care Service Detail' section of form, navigate to 'Foster Care Service Entry Summary' section of form.
  52. Click 'Submit Fast Service Entry' button to file service(s) and create Avatar MSO claims processing batch(es).
  53. Re-open claim(s) created via 'Foster Care Service Entry' form for review (via Avatar MSO 'Claim Processing (CMS 1500)' form, selecting Foster Care Service Entry batch/claim).
  54. Navigate to 'Service Detail' section of form.
  55. Ensure all previously filed services/service detail rows are present in 'Claim Service Detail History' tabular data entry grid at top of 'Service Detail' section (with all services using service detail information/values as previously entered via 'Foster Care Service Entry' form).
Topics
• Registry Settings • Claims Processing • NX • Foster Care