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Avatar MSO 2024 Update 8

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Product Requirements and Recommendations

Avatar MSO required
RADplus required

Recommended Update Level

Avatar MSO 2024 Monthly Release 2024.01.01
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

The 'Provider File Attach' form is updated to support the Document Conversion process.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
'Provider File Attach' Form - Document Conversion
The 'Provider File Attach' form is updated to support the Document Management/Perceptive Document Conversion process. Note, RADPlus 2024 Update 34 is also required for support.
For more information on the Document Management/Perceptive Document Conversion process, please contact a Netsmart client representative.
Value Added: Adds support for the Document Management/Perceptive Document Conversion process in 'Provider File Attach' form
Topics
• Document Management • System Maintenance
 
Acceptance Tests
AV-92013 Summary | Details
'Provider File Attach' Form - Document Conversion
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ProviderConnect File Attach
Scenario 1: 'Provider File Attach' - Form Verification
Specific Setup:
  • Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form)
  • Dictionary Codes may optionally be defined for 'Other Tabled Files' Data Element '(70007) Document Type' (via Avatar MSO 'Dictionary Update' form)
  • 'Provider File Attach' Widget may optionally be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form)
  • Clinical Document Viewer/Document Management/All Documents Widgets may optionally be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form)
  • One or more .PDF (Adobe Portable Document Format) and/or .TIF (Tagged Image File Format) files for Provider File Attach upload/storage
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar MSO 'Provider File Attach' form (under 'Avatar MSO / Provider Management' menu).
  2. Enter/select 'Member ID' value.
  3. Enter/select 'Provider' value.
  4. In 'File Type' field, ensure the following selections are available:
  5. 'Authorization' (will link File Attachment to a specific Avatar MSO Service Authorization record for selected Provider)
  6. 'Provider' (will link File Attachment to selected Provider)
  7. 'Other' (will link File Attachment to selected Provider)
  8. Select 'File Type' value (and 'Authorization' field value if applicable).
  9. Select 'Document Type' value and/or enter 'Comments' value if desired.
  10. Click 'Upload File' button, and select file for Provider Attachment upload/storage.
  11. On completion of File Attachment upload, ensure 'File Name' field is populated with uploaded file name.
  12. Click 'Store File' field to store File Attachment in Avatar MSO; ensure user is presented with confirmation dialog noting 'File successfully created'.
  13. Click 'OK' button to return to 'Provider File Attach' form.
  14. Select 'File Type' value for previously uploaded/stored File Attachment.
  15. Ensure uploaded/stored File Attachment files are listed/available for selection in the 'Existing Files' field.
  16. Close 'Provider File Attach' form.
  17. Navigate to Home View, Chart View or Client Dashboard View where Avatar MSO 'Provider File Attach' Widget is assigned/present
  18. Ensure that the 'Provider File Attach' Widget displays all uploaded/stored File Attachment files for selected/currently active Member ID/Client (one row in Widget display per File Attachment).
  19. Navigate to Home View, Chart View or Client Dashboard View where one or more myAvatar Clinical Document Viewer/Document Management/All Documents Widgets is/are assigned/present
  20. Ensure that the Clinical Document Viewer/Document Management/All Documents Widget displays all uploaded/stored File Attachment files where expected for selected/currently active Member ID/Client, including 'Form Name' value of 'Provider Document'.
  21. Open Crystal Reports or other SQL reporting tool.
  22. In Avatar PM/Avatar MSO SQL table 'DOCM.document_image', ensure that all uploaded/stored Provider File Attachment files are present in SQL table data (one row per File Attachment); ensure that 'formID' value for Provider File Attachment records is 'PCON' ('Provider Document').
  23. Note - As 'formID' is used for 'Form Name' display in Clinical Document Viewer/Document Management/All Documents Widgets; on installation of RADPlus 2024 Update 34, all existing Provider File Attach related Document Management rows will be updated with 'formID' value 'PCON'
  24. In Avatar MSO SQL table 'SYSTEM.file_attach_object', ensure that all uploaded/stored Provider File Attachment files are present in SQL table data (one row per File Attachment).
  25. In Avatar MSO SQL table 'SYSTEM.file_attach_comments', ensure that all uploaded/stored Provider File Attachment 'Comments' field entries are present in SQL table data (one row per 'Comments' entry).
Scenario 2: 'Provider File Attach' - Verification of Document Conversion (From 'ProviderConnect File Attach' Source)
Steps
  • Internal Testing Only
Topics
• Document Management • System Maintenance