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Avatar PM 2022 Update 138

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Product Requirements / Recommendations

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Recommended Update Level

Avatar CareFabric 2022 Update 89
Avatar Appointment Scheduling 2022 Update 27

Product Update Form Description

The new fields 'Clinic Hours' and 'Available Electronic Visit Verification Tasks' are added to the 'Service Codes' form. The 'Service Code Upload Process' form is updated accordingly. Please note: If no custom modifications were made, form designer changes will also be applied to the 'Service Codes' form.

Included Updates

3, 9, 13, 18, 19, 20, 21, 25, 26, 34, 41, 48, 51, 55, 58, 59, 61, 62, 67, 73, 75, 77, 78, 84, 87, 88, 90, 91, 94, 95, 97, 99, 100, 103, 107, 108, 109, 110, 114, 117, 118, 120, 125, 126, 130, 137

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
Service Codes - 'Clinic Hours' field
The 'Clinic Hours' field is added to the 'Service Codes' form. The 'Service Code Upload Process' form is updated accordingly.
Please note: If no custom modifications were made, form designer changes will also be applied to the 'Service Codes' form.
Value Added: Support for future functionality
Topics
• Service Codes
 
Service Codes - 'Available Electronic Visit Verification Tasks' field
The 'Available Electronic Visit Verification Tasks' field is added to the 'Service Codes' form. The 'Service Code Upload Process' form is updated accordingly.
Please note: If no custom modifications were made, form designer changes will also be applied to the 'Service Codes' form.
Value Added: Support for Mobile CareGiver+
Topics
• Service Code Upload Process • Service Codes
 
Acceptance Tests
AV-78456 Summary | Details
Service Codes - 'Clinic Hours' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • Service Code Upload Accepted Codes
  • Service Code Upload Process
  • Service Code Upload Rejected Codes
  • Service Codes
Scenario 1: 'Service Code' - Add a Provider Only Service Code
Specific Setup:
  • Must have 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. Populate the required and desired fields.
  5. Select "Provider" in the 'Service Required By' field.
  6. Validate the 'Clinic Hours' field is now enabled.
  7. Select the desired value in the 'Clinic Hours' field.
  8. Click [Submit].
  9. Access Crystal Reports or other SQL reporting tool.
  10. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table.
  11. Validate a row is displayed for the service code filed in the previous steps.
  12. Validate the 'clinic_hours_code' field contains the code associated to the value selected in the previous steps.
  13. Validate the 'clinic_hours_value' field contains the value selected in the previous steps.
  14. Access the 'Service Codes' form.
  15. Select "Edit" in the 'Add New Or Edit Existing' field.
  16. Select the service code filed in the previous steps.
  17. Select any new value in the 'Clinic Hours' field.
  18. Click [Submit].
  19. Access Crystal Reports or other SQL reporting tool.
  20. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table.
  21. Validate the 'clinic_hours_code' field contains the updated code associated to the value selected in the previous steps.
  22. Validate the 'clinic_hours_value' field contains the updated value selected in the previous steps.
  23. Close the report.
Scenario 2: 'Service Code Upload Process' - Upload Provider Only Service Code
Specific Setup:
  • Avatar PM Service Code Upload file for upload containing a valid row that includes "Provider" as the value for 'Service Provided By' and a value for 'Clinic Hours' (File A).
Steps
  1. Access the 'Service Code Upload Process' form.
  2. Click [Select File].
  3. Select "File A" click [Open].
  4. Select "Compile" in the 'Compile Or Post' field.
  5. Select "No" in the 'Override Existing Service Codes' field.
  6. Click [Submit].
  7. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  8. Click [OK] and leave the form opened.
  9. Access the 'Service Code Upload Accepted Codes' form.
  10. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  11. Click [Process].
  12. Validate "File A" contents are displayed in the report.
  13. Validate the 'Clinic Hours' field is populated with the value defined in the file.
  14. Close the report and the form.
  15. Navigate back to the 'Service Code Upload Process' form.
  16. Select "Post" in the 'Compile Or Post' field.
  17. Click [Submit].
  18. Validate a message is displayed stating: Posting completed.
  19. Click [OK] and close the form.
  20. Access the 'Service Codes' form.
  21. Select "Edit" in the 'Add New Or Edit Existing' field.
  22. Select the service code uploaded in the previous steps in the 'Service Code' field.
  23. Validate 'Clinic Hours' field contains the uploaded value.
  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 the uploaded value.
  30. Validate the 'clinic_hours_value' field contains the uploaded value.
  31. Close the report.
Topics
• Service Codes
AV-82231 Summary | Details
Service Codes - 'Available Electronic Visit Verification Tasks' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Service Codes
  • Crystal Report Viewer
  • Service Code Upload Accepted Codes
  • Service Code Upload Process
  • Service Code Upload Rejected Codes
Scenario 1: 'Service Code' - Add an EVV Service Code
Specific Setup:
  • Must have Crystal Reports or other SQL reporting tool.
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" in the 'Add New Or Edit Existing' field.
  3. Validate the 'Available Electronic Visit Verification Tasks' field is displayed and disabled.
  4. Populate the required and desired fields.
  5. Select "Yes" in the 'Does Service Code Require Electronic Visit Verification' field.
  6. Validate the 'Available Electronic Visit Verification Tasks' field is now enabled.
  7. Select the desired value(s) in the 'Available Electronic Visit Verification Tasks' field.
  8. Click [Submit].
  9. Access Crystal Reports or other SQL reporting tool.
  10. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table.
  11. Validate a row is displayed for the service code filed in the previous steps.
  12. Validate the 'evv_tasks_code' field contains the code(s) associated to the task(s) selected in the previous steps.
  13. Validate the 'evv_tasks_value' field contains the value(s) selected in the previous steps.
  14. Access the 'Service Codes' form.
  15. Select "Edit" in the 'Add New Or Edit Existing' field.
  16. Select the service code filed in the previous steps.
  17. Select any new value(s) in the 'Available Electronic Visit Verification Tasks' field.
  18. Click [Submit].
  19. Access Crystal Reports or other SQL reporting tool.
  20. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table.
  21. Validate the 'evv_tasks_code' field contains the updated code(s) associated to the task(s) selected in the previous steps.
  22. Validate the 'evv_tasks_value' field contains the updated value(s) selected in the previous steps.
  23. Close the report.
Scenario 2: 'Service Code Upload Process' - Upload EVV Service Code
Specific Setup:
  • Avatar PM Service Code Upload file for upload containing a valid row that includes "Yes" as the value for 'Does This Visit Require Electronic Visit Verification' and value(s) for 'Available Electronic Visit Verification Tasks' field (File A).
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
Steps
  1. Access the 'Service Code Upload Process' form.
  2. Click [Select File].
  3. Select "File A" click [Open].
  4. Select "Compile" in the 'Compile Or Post' field.
  5. Select "No" in the 'Override Existing Service Codes' field.
  6. Click [Submit].
  7. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  8. Click [OK] and leave the form opened.
  9. Access the 'Service Code Upload Accepted Codes' form.
  10. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  11. Click [Process].
  12. Validate "File A" contents are displayed in the report.
  13. Validate the 'Available Electronic Visit Verification Tasks' field is populated with the value(s) defined in the file.
  14. Close the report and the form.
  15. Navigate back to the 'Service Code Upload Process' form.
  16. Select "Post" in the 'Compile Or Post' field.
  17. Click [Submit].
  18. Validate a message is displayed stating: Posting completed.
  19. Click [OK] and close the form.
  20. Access the 'Service Codes' form.
  21. Select "Edit" in the 'Add New Or Edit Existing' field.
  22. Select the service code uploaded in the previous steps in the 'Service Code' field.
  23. Validate the 'Available Electronic Visit Verification Tasks' field contains the uploaded value(s).
  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 'evv_tasks_code' field contains the uploaded value(s).
  30. Validate the 'evv_tasks_value' field contains the uploaded value(s).
  31. Close the report.
Topics
• Service Code Upload Process • Service Codes
Table Changes
Table Column Change
SYSTEM.billing_tx_master_table clinic_hours_code added
SYSTEM.billing_tx_master_table clinic_hours_value added
SYSTEM.billing_tx_master_table evv_tasks_code added
SYSTEM.billing_tx_master_table evv_tasks_value added
SYSTEM.batchload_tx_accepted clinic_hours_code added
SYSTEM.batchload_tx_accepted clinic_hours_value added
SYSTEM.batchload_tx_accepted evv_tasks_code added
SYSTEM.batchload_tx_accepted evv_tasks_value added