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Avatar MSO 2024 Update 15

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Product Requirements and Recommendations

Avatar MSO required
RADplus required

Recommended Update Level

Avatar MSO 2024 Monthly Release 2024.01.00
Avatar MSO 2024 Update 2
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

Resolved the issue where the 'Set Treatment Date' button does not respond causing providers to not be able to enter services via PCONN, as well as the 'Service Authorization' web service erroring when submitting.

Required Updates

None

Included Updates

2, 7, 9, 10

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Web service - WEBSVC.ServiceAuthorization.GetRemainingUnits
Resolves an issue to ensure that the 'GetRemainingUnits' method of the web service displays the correct remaining units after each service entry. KB0076651 v0.01
Topics
• Service Entry • Web Services
 
Acceptance Tests
AV-97914 Summary | Details
Web service - WEBSVC.ServiceAuthorization.GetRemainingUnits
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Detail Display
  • Treatment Entry
  • Treatment pre-display
  • Admission (Outpatient)
  • Approve/Pend/Deny Rules Definition
  • Authorization Listing
  • CPT Code Definition (MSO)
  • Diagnosis
  • Fast Service Entry
  • Fast Service Entry Filing Confirmation
  • Financial Eligibility
  • Funding Source Registration
  • Plan Definition
  • Provider Fee Definition
  • Service Authorization
  • SOAPUI - WEBSVC.ServiceAuthorization.GetRemainingUnits
Scenario 1: ProviderConnect 'Treatment Entry' - Form Verification
Specific Setup:
  • Netsmart ProviderConnect is required for User Acceptance Testing
  • One or more clients with valid Service Authorization(s) eligible for ProviderConnect Treatment/Service entry
  • 'View Treatment', 'Add Treatment' and/or 'Edit Treatment' permissions must be assigned to ProviderConnect user/access group
Steps
  1. In ProviderConnect Main Menu, open to 'Lookup Client' form.
  2. Enter lookup criteria for client and click 'Search by Criteria' button.
  3. In 'Client Lookup' results, open client record for service entry.
  4. Navigate to 'Treatment' pre-display tab.
  5. Click 'Add Professional Treatment' or 'Add Institutional Treatment' button.
  6. Enter value(s) for 'Service Date' selection fields.
  7. In 'Authorization' selection drop-down list, ensure that all Service Authorization records valid for entered/selected service date(s) are included in list.
  8. Select valid 'Authorization' record from listed entries.
  9. Select value for 'Procedure Code', 'Clinician' and 'Performing Provider License Type' (if applicable).
  10. Click 'Set Treatment Date' button.
  11. In 'Treatment Details' form, enter/select values for all required/desired fields.
  12. Click 'Add Treatment(s)' button to complete service entry.
Scenario 2: WEBSVC.ServiceAuthorization - Validating 'GetRemainingUnits' method for the remaining service units
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified to be used. Note the guarantor code/name.
  • Admission:
  • An existing outpatient client is identified or a new client is admitted. Note client id, admission program, admission date.
  • Financial Eligibility:
  • A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
  • Diagnosis:
  • An active diagnosis record is created for the client. Note the diagnosis date and diagnosis code.
  • CPT Code Definition:
  • Identify an existing CPT code or create a new CPT code. Note the CPT code/description.
  • Funding Source Registration:
  • Identify an existing funding source or create a new funding source. Note the funding source / registration date.
  • Plan Definition:
  • Identify an existing plan definition for the funding source identified or create a new plan definition. Note the plan id, name and effective date.
  • Provider Fee Definition :
  • New fee definition is created for the member and provider for the identified CPT code. Note the effective date.
  • Member Specific Information:
  • Member and funding source specific information are added in this form.
  • Approve/Pend/Deny Rules Definition:
  • A definition is created for an existing funding source and the 'Duplicate Service Found' is set to 'Deny'.
  • Service Authorization:
  • An approved authorization is created for the client identified above. Note the authorization number and authorized units for later use.
  • Fast Service Entry:
  • Create a service for desired units for the client using the authorization number created in the 'Service Authorization' form. Note the units used for the service for later use.
Steps
  1. Access SOAPUI or any other web service tool.
  2. Create a request for the 'GetRemainingUnits' method of the WEBSVC.ServiceAuthorization web service.
  3. Enter desired member id in the 'MemberId' item.
  4. Enter authorization number in the 'ServiceAuthId' item for the service authorization record identified in the setup section.
  5. Enter procedure code type used in the service authorization in the 'procCodeType' item.
  6. Enter procedure code used in the service authorization from the 'procCode' item.
  7. Submit the web service request.
  8. Verify the web service files successfully.
  9. Review the web service results.
  10. Verify the 'UnitsRemaining' displays correct remaining units (Authorized units in the 'Service Authorization' - Units used in the service created through 'Fast Service Entry' form).
  11. Logout from the SoapUI.
Topics
• Service Entry • Web Services