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Avatar MSO 2023 Update 26

Product Requirements and Recommendations

Avatar MSO required
RADplus required

Recommended Update Level

Avatar MSO 2023 Monthly Release 2023.02.01
RADplus 2023 Monthly Release 2023.02.01

Product Update Description

The following modifications are made: 1) A new registry setting 'Require Current Authorization Status Reason' is added to Avatar MSO. This registry setting will allow users to make the field 'Current Authorization Status Reason' required or optional in the 'Service Authorization Request' form. 2) The registry setting 'Set Service Authorization Pre-Display' is updated to account for the option to include the "Benefit Plan" field in the pre-display for Service Authorization forms.

Required Updates

None

Included Updates

25

Details

NEW2 CHANGED0 FIXED0
New (2)
Service Authorization
A registry setting it added, 'Require Current Authorization Status Reason'. the setting allows users to make the 'Current Authorization Status Reason' required or optional .
Value Added: Increased flexibility in the Service Authorization form.
Topics
• NX • Service Authorizations
 
Service Authorization
The ability to display the 'Benefit Plan' has been added to the Service Authorization pre-display.
Value Added: More information available in the pre-display.
Topics
• Service Authorizations
 
Acceptance Tests

AV-88127 Summary | Details
Service Authorization
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (MSO)
  • Service Authorization Request
Scenario 1: 'Service Authorization Request' - Form Verification
Specific Setup:
  • Avatar MSO Registry Setting: 'Display Requested Units Fields' must be enabled
  • Avatar MSO Registry Setting: 'Require Current Authorization Status Reason' has desired value to make the 'Current Authorization Status Reason' to be optional or required. Note the value selected.
Steps
  1. Open Avatar MSO 'Service Authorization Request' form.
  2. Enter/select client for Service Authorization Request entry.
  3. Enter/select value for 'Funding Source Authorization Is For' field (if value not defaulted in form).
  4. In case where user is logged into sub-system code, including use of Avatar ProviderConnect NX - Ensure that the 'Provider To Be Authorized' lookup/selection/entry field allows selection of only Contracting Provider(s) applicable to/allowed for current sub-system code (as defined in 'ProviderConnect NX Defaults' form 'Associated Contracting Providers' field); ensure that the 'Provider To Be Authorized' lookup/selection/entry field is automatically populated with Contracting Provider applicable to/allowed for current sub-system code and disabled/read-only in case where only single 'Associated Contracting Provider' value is defined for sub-system code.
  5. Ensure that the 'Contracting Provider Program' field is populated with Contracting Provider Program(s) defined for/applicable to Contracting Provider selected in the 'Provider To Be Authorized' field, including case where 'Provider To Be Authorized' value is defaulted in form; select value in 'Contracting Provider Program' field.
  6. Enter/select values for 'Benefit Plan', 'Begin Date Of Authorization' and 'End Date Of Authorization' fields (and any other 'Service Authorization Request' form fields as required/desired).
  7. Validate that the 'Current Authorization Status Reason' works as selected in the 'Require Current Authorization Status Reason' registry setting.
  8. Select value in 'Authorization Grouping Or Individual Authorizations' field (and enter/select one or more CPT/Revenue Codes for authorization if applicable).
  9. Click 'Submit' button to file 'Service Authorization Request' form/record.

Topics
• NX • Service Authorizations
AV-88129 Summary | Details
Service Authorization
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (MSO)
  • Service Authorization
Scenario 1: 'Service Authorization' - Form Pre-Display 'Delete' Verification
Specific Setup:
  • MSO Registry Setting: Set Service Authorization Pre-Display' contains desired values. Note the values.
  • Avatar ProviderConnect NX module must be installed/present
  • One or more Service Authorization record(s) for deletion via form pre-display
Steps
  1. Open Avatar MSO 'Service Authorization' form (or 'Service Authorization Request' form).
  2. Select Client ID/record for 'Service Authorization' entry/display.
  3. In 'Service Authorization' form pre-display, ensure that existing Service Authorization records for selected client are present/displayed, and that each column selected in the 'Set Service Authorization Pre-Display' registry is included in the display.
  4. Select existing Service Authorization record/row in pre-display and click 'Delete' button.
  5. Ensure user is presented with deletion confirmation dialog, noting 'Are you sure you want to delete this item?'; click 'Yes' button to proceed.
  6. Ensure selected Service Authorization record/row is deleted from system and is no longer present in 'Service Authorization' pre-display (re-opening 'Service Authorization' form/pre-display if necessary).
  7. In case where selected Service Authorization record/row has existing service(s) associated to authorization, ensure error dialog is displayed, noting 'This Authorization has already been claimed. Deletion is not permitted' and selected Service Authorization record/row is not deleted.
Topics
• Service Authorizations

 

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