Skip to main content

Avatar PM 2022 Update 41

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar PM required
RADplus required

Additional Requirements

Avatar MSO 2022 Update 11 is required for updated 'Enable Practitioners Link to Performing Providers' Registry Setting support

Product Update Form Description

The 'Practitioner Enrollment' and 'Practitioner Enrollment (Brief)' forms are updated to include the 'Secondary Provider Identifier Number' and 'Fax Number' fields. In addition, the 'Practitioner Enrollment (Brief)' form is updated to support the 'Enable Practitioners link to Performing Providers' registry setting.

Included Updates

3, 9, 18

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar PM 'Practitioner Enrollment' and 'Practitioner Enrollment (Brief)' Forms
The Avatar PM 'Practitioner Enrollment' and 'Practitioner Enrollment (Brief)' forms are updated.
The 'Practitioner Enrollment' and 'Practitioner Enrollment (Brief)' forms are updated to include the 'Secondary Provider Identifier Number' and 'Fax Number' fields. In addition, the 'Practitioner Enrollment (Brief)' form is updated to support the 'Enable Practitioners Link to Performing Providers' Registry Setting. Note, Avatar MSO 2022 Update 11 is required for updated 'Enable Practitioners Link to Performing Providers' Registry Setting support.
Value Added: Adds new fields and functionality to 'Practitioner Enrollment' and 'Practitioner Enrollment (Brief)' Forms
Topics
• NX • Performing Provider • Practitioner
 
Acceptance Tests
AV-74120 Summary | Details
Avatar PM 'Practitioner Enrollment' and 'Practitioner Enrollment (Brief)' Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Performing Provider Registration
  • Practitioner Enrollment
  • Practitioner Enrollment (Brief)
Scenario 1: 'Practitioner Enrollment' - Form Verification
Specific Setup:
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar PM 'Practitioner Enrollment' form.
  2. Enter/select existing Practitioner Enrollment record for view/update (or click 'New Staff' button for new Practitioner Enrollment entry).
  3. Enter/select values for 'Name' and 'Registration Date' fields (and any/all other form fields as required/desired).
  4. Ensure that 'Secondary Provider Identification Number' and 'Fax Number' fields are present in 'Practitioner Enrollment' form.
  5. Enter values for 'Secondary Provider Identification Number' and 'Fax Number' fields.
  6. Navigate to 'Categories/Taxonomy' section of form.
  7. Enter/update Practitioner Category information as required/desired.
  8. Click 'Submit' button to file 'Practitioner Enrollment' form/record.
  9. Re-open Avatar PM 'Practitioner Enrollment' form (selecting same Practitioner Enrollment record as entered/edited above).
  10. Ensure that values entered/filed for 'Secondary Provider Identification Number' and 'Fax Number' fields are present.
  11. Open Crystal Reports or other SQL reporting tool.
  12. In Avatar PM SQL table 'SYSTEM.staff_enrollment_history', ensure that fields 'secondary_prov_ident_num' and 'fax_number' are present, and contain values filed for 'Secondary Provider Identification Number' and 'Fax Number' fields (respectively).
Scenario 2: 'Practitioner Enrollment (Brief)' - Form Verification
Specific Setup:
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar PM 'Practitioner Enrollment (Brief)' form.
  2. Enter/select existing Practitioner Enrollment record for view/update (or click 'New Staff' button for new Practitioner Enrollment entry).
  3. Enter/select values for 'Name' and 'Registration Date' fields (and any/all other form fields as required/desired).
  4. Ensure that 'Secondary Provider Identification Number' and 'Fax Number' fields are present in 'Practitioner Enrollment (Brief)' form.
  5. Enter values for 'Secondary Provider Identification Number' and 'Fax Number' fields.
  6. Navigate to 'Categories/Taxonomy' section of form.
  7. Enter/update Practitioner Category information as required/desired.
  8. Click 'Submit' button to file 'Practitioner Enrollment (Brief)' form/record.
  9. Re-open Avatar PM 'Practitioner Enrollment (Brief)' form (selecting same Practitioner Enrollment record as entered/edited above).
  10. Ensure that values entered/filed for 'Secondary Provider Identification Number' and 'Fax Number' fields are present.
  11. Open Crystal Reports or other SQL reporting tool.
  12. In Avatar PM SQL table 'SYSTEM.staff_enrollment_history', ensure that fields 'secondary_prov_ident_num' and 'fax_number' are present, and contain values filed for 'Secondary Provider Identification Number' and 'Fax Number' fields (respectively).
Scenario 3: 'Practitioner Enrollment' - Creation of Avatar MSO Performing Provider Registration
Specific Setup:
  • Avatar PM Registry Setting 'Enable Practitioners link to Performing Providers' must be enabled
Steps
  1. Open Avatar PM 'Practitioner Enrollment' form.
  2. Click 'New Staff' button to create new Practitioner Enrollment (or search/select existing Practitioner Enrollment record for edit); ensure that Practitioner ID value used is not currently existing/assigned as Avatar MSO Performing Provider ID.
  3. Enter/select values for 'Name', 'Registration Date', 'Office Address...' and 'NPI Number' fields (using values not present for any existing/defined Avatar MSO Performing Provider Registration record).
  4. Enter/select values for 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields, and any other Practitioner data fields as required/desired.
  5. Ensure that 'Performing Provider' and 'Performing Provider Registration' fields are present in form (under 'Link Staff To Performing Provider' section); do not enter or select value for 'Performing Provider' field, leaving the field blank/empty.
  6. Navigate to 'Categories/Taxonomy' section of form.
  7. Select 'Create New' in 'Category/Taxonomy' entry field (or select existing Category/Taxonomy entry for edit).
  8. Enter/select values for 'Effective Date', 'Practitioner Category', 'Discipline' and 'Practitioner Categories For Coverage' fields, and any other fields as required/desired.
  9. Click 'Add Practitioner Categories' button to file/save Category/Taxonomy entry.
  10. Click 'Submit' button to file 'Practitioner Enrollment' form.
  11. Open Avatar MSO 'Performing Provider Registration' form.
  12. In Performing Provider search, enter value used for Practitioner Name in 'Practitioner Enrollment' form; ensure that Performing Provider Registration record is present/returned in search results.
  13. Select Performing Provider Registration record created via 'Practitioner Enrollment' filing, and click 'Select' button to proceed.
  14. In 'Performing Provider Registration' form, ensure that 'Name', 'Registration Start Date', 'Performing Provider's Address...' and 'Provider ID' (NPI Number) fields are populated with values filed in Avatar PM 'Practitioner Enrollment' form.
  15. In 'Performing Provider Registration' form, ensure that 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields are populated with values filed in Avatar PM 'Practitioner Enrollment' form.
  16. Ensure that 'Performing Provider's License Type' field is populated with values selected in Practitioner Enrollment Category/Taxonomy entry/entries 'Discipline' field.
  17. Ensure that entry/entries are filed in 'Primary License Type Effective Dates' field/section for Practitioner Enrollment Category/Taxonomy entry/entries, with 'Primary License Type For Claims' value as selected in 'Discipline' field (in case where only single 'Discipline' value is selected; population is based on Dictionary Code matching values).
  18. Close 'Performing Provider Registration' form.
  19. Re-open Avatar PM 'Practitioner Enrollment' form for previously filed entry/record.
  20. Ensure that 'Performing Provider' and 'Performing Provider Registration' assignment fields are populated with Avatar MSO Performing Provider Registration record linked to Practitioner Enrollment, and that fields are disabled/read-only and do not allow edit of linked values.
Scenario 4: 'Practitioner Enrollment' - Update of Avatar MSO Performing Provider Registration
Specific Setup:
  • Avatar PM Registry Setting 'Enable Practitioners link to Performing Providers' must be enabled
  • Avatar PM Practitioner Enrollment record linked to Avatar MSO Performing Provider Registration must exist
Steps
  1. Open Avatar PM 'Practitioner Enrollment' form.
  2. Search/select existing Practitioner Enrollment record for edit, using Practitioner linked to Avatar MSO Performing Provider.
  3. Enter/edit values for 'Name', 'Registration Date', 'Office Address...' and 'NPI Number' fields, and any other Practitioner data fields as required/desired.
  4. Enter/edit values for 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields, and any other Practitioner data fields as required/desired.
  5. Navigate to 'Categories/Taxonomy' section of form.
  6. Select existing Category/Taxonomy entry for edit, or select 'Create New' in 'Category/Taxonomy' entry field.
  7. Enter/edit values for 'Effective Date', 'Practitioner Category', 'Discipline' and 'Practitioner Categories For Coverage' fields, and any other fields as required/desired.
  8. Click 'Add Practitioner Categories' button to file/save Category/Taxonomy entry.
  9. Click 'Submit' button to file 'Practitioner Enrollment' form.
  10. Open Avatar MSO 'Performing Provider Registration' form.
  11. Select Performing Provider Registration linked to Practitioner Enrollment, and click 'Select' button to proceed.
  12. In 'Performing Provider Registration' form, ensure that 'Name', 'Performing Provider's Address...' and 'Provider ID' (NPI Number) fields are updated with values edited/filed in Avatar PM 'Practitioner Enrollment' form.
  13. In 'Performing Provider Registration' form, ensure that 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields are updated with values edited/filed in Avatar PM 'Practitioner Enrollment' form.
  14. Ensure that 'Performing Provider's License Type' field is updated with values edited/filed in Practitioner Enrollment Category/Taxonomy entry/entries 'Discipline' field.
  15. Ensure that entry/entries are updated in 'Primary License Type Effective Dates' field/section for Practitioner Enrollment Category/Taxonomy entry/entries, with 'Primary License Type For Claims' value as selected in 'Discipline' field (in case where only single 'Discipline' value is selected; population is based on Dictionary Code matching values).
  16. Close 'Performing Provider Registration' form.
Scenario 5: 'Practitioner Enrollment' - Link To Existing of Avatar MSO Performing Provider Registration
Specific Setup:
  • Avatar PM Registry Setting 'Enable Practitioners link to Performing Providers' must be enabled
  • Avatar MSO Performing Provider Registration must exist, not currently linked to Avatar PM Practitioner Enrollment record
Steps
  1. Open Avatar PM 'Practitioner Enrollment' form.
  2. Click 'New Staff' button to create new Practitioner Enrollment (or search/select existing Practitioner Enrollment record for edit); Practitioner ID value used may exist or not exist as Avatar MSO Performing Provider ID already in system.
  3. Enter/select values for 'Name', 'Registration Date', 'Office Address...' and 'NPI Number' fields (using same values as existing/defined for Avatar MSO Performing Provider Registration record), and any other Practitioner data fields as required/desired.
  4. Enter/select values for 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields, and any other Practitioner data fields as required/desired.
  5. Ensure that 'Performing Provider' and 'Performing Provider Registration' fields are present in form (under 'Link Staff To Performing Provider' section); enter/select existing Contracting Provider Registration record for Practitioner link in 'Performing Provider'/'Performing Provider Registration' fields if manual linking of records is desired.
  6. Navigate to 'Categories/Taxonomy' section of form.
  7. Select 'Create New' in 'Category/Taxonomy' entry field (or select existing Category/Taxonomy entry for edit).
  8. Enter/select values for 'Effective Date', 'Practitioner Category', 'Discipline' and 'Practitioner Categories For Coverage' fields, and any other fields as required/desired.
  9. Click 'Add Practitioner Categories' button to file/save Category/Taxonomy entry.
  10. Click 'Submit' button to file 'Practitioner Enrollment' form.
  11. Re-open Avatar PM 'Practitioner Enrollment' form for previously filed entry/record.
  12. In case where 'Performing Provider'/'Performing Provider Registration' field values were manually entered in previous 'Practitioner Enrollment' filing - ensure that fields are populated with Avatar MSO Performing Provider Registration record linked to Practitioner Enrollment, and that fields are disabled/read-only and do not allow edit of linked values.
  13. In case where 'Performing Provider'/'Performing Provider Registration' field values were not manually entered (field blank/no value) in previous 'Practitioner Enrollment' filing- ensure that fields are automatically populated/linked with Avatar MSO Performing Provider Registration record having same ID number/Registration Start Date value (and NPI Number if entered).
  14. Open Avatar MSO 'Performing Provider Registration' form.
  15. In Performing Provider search, enter value used for Performing Provider association in 'Practitioner Enrollment' form.
  16. Select Performing Provider Registration record associated to Practitioner via 'Practitioner Enrollment' filing, and click 'Select' button to proceed.
  17. In 'Performing Provider Registration' form, ensure that 'Name', 'Registration Start Date', 'Performing Provider's Address...' and 'Provider ID' (NPI Number) fields are populated with values filed in Avatar PM 'Practitioner Enrollment' form.
  18. In 'Performing Provider Registration' form, ensure that 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields are populated with values filed in Avatar PM 'Practitioner Enrollment' form.
Scenario 6: 'Practitioner Enrollment (Brief)' - Creation of Avatar MSO Performing Provider Registration
Specific Setup:
  • Avatar PM Registry Setting 'Enable Practitioners link to Performing Providers' must be enabled
Steps
  1. Open Avatar PM 'Practitioner Enrollment (Brief)' form.
  2. Click 'New Staff' button to create new Practitioner Enrollment (or search/select existing Practitioner Enrollment record for edit); ensure that Practitioner ID value used is not currently existing/assigned as Avatar MSO Performing Provider ID.
  3. Enter/select values for 'Name', 'Registration Date', 'Office Address...' and 'NPI Number' fields (using values not present for any existing/defined Avatar MSO Performing Provider Registration record).
  4. Enter/select values for 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields, and any other Practitioner data fields as required/desired.
  5. Ensure that 'Performing Provider' and 'Performing Provider Registration' fields are present in form (under 'Link Staff To Performing Provider' section); do not enter or select value for 'Performing Provider' field, leaving the field blank/empty.
  6. Navigate to 'Categories/Taxonomy' section of form.
  7. Select 'Create New' in 'Category/Taxonomy' entry field (or select existing Category/Taxonomy entry for edit).
  8. Enter/select values for 'Effective Date', 'Practitioner Category', 'Discipline' and 'Practitioner Categories For Coverage' fields, and any other fields as required/desired.
  9. Click 'Add Practitioner Categories' button to file/save Category/Taxonomy entry.
  10. Click 'Submit' button to file 'Practitioner Enrollment (Brief)' form.
  11. Open Avatar MSO 'Performing Provider Registration' form.
  12. In Performing Provider search, enter value used for Practitioner Name in 'Practitioner Enrollment (Brief)' form; ensure that Performing Provider Registration record is present/returned in search results.
  13. Select Performing Provider Registration record created via 'Practitioner Enrollment (Brief)' filing, and click 'Select' button to proceed.
  14. In 'Performing Provider Registration' form, ensure that 'Name', 'Registration Start Date', 'Performing Provider's Address...' and 'Provider ID' (NPI Number) fields are populated with values filed in Avatar PM 'Practitioner Enrollment (Brief)' form.
  15. In 'Performing Provider Registration' form, ensure that 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields are populated with values filed in Avatar PM 'Practitioner Enrollment (Brief)' form.
  16. Ensure that 'Performing Provider's License Type' field is populated with values selected in Practitioner Enrollment Category/Taxonomy entry/entries 'Discipline' field.
  17. Ensure that entry/entries are filed in 'Primary License Type Effective Dates' field/section for Practitioner Enrollment Category/Taxonomy entry/entries, with 'Primary License Type For Claims' value as selected in 'Discipline' field (in case where only single 'Discipline' value is selected; population is based on Dictionary Code matching values).
  18. Close 'Performing Provider Registration' form.
  19. Re-open Avatar PM 'Practitioner Enrollment (Brief)' form for previously filed entry/record.
  20. Ensure that 'Performing Provider' and 'Performing Provider Registration' assignment fields are populated with Avatar MSO Performing Provider Registration record linked to Practitioner Enrollment, and that fields are disabled/read-only and do not allow edit of linked values.
Scenario 7: 'Practitioner Enrollment (Brief)' - Update of Avatar MSO Performing Provider Registration
Specific Setup:
  • Avatar PM Registry Setting 'Enable Practitioners link to Performing Providers' must be enabled
  • Avatar PM Practitioner Enrollment record linked to Avatar MSO Performing Provider Registration must exist
Steps
  1. Open Avatar PM 'Practitioner Enrollment (Brief)' form.
  2. Search/select existing Practitioner Enrollment record for edit, using Practitioner linked to Avatar MSO Performing Provider.
  3. Enter/edit values for 'Name', 'Registration Date', 'Office Address...' and 'NPI Number' fields, and any other Practitioner data fields as required/desired.
  4. Enter/edit values for 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields, and any other Practitioner data fields as required/desired.
  5. Navigate to 'Categories/Taxonomy' section of form.
  6. Select existing Category/Taxonomy entry for edit, or select 'Create New' in 'Category/Taxonomy' entry field.
  7. Enter/edit values for 'Effective Date', 'Practitioner Category', 'Discipline' and 'Practitioner Categories For Coverage' fields, and any other fields as required/desired.
  8. Click 'Add Practitioner Categories' button to file/save Category/Taxonomy entry.
  9. Click 'Submit' button to file 'Practitioner Enrollment (Brief)' form.
  10. Open Avatar MSO 'Performing Provider Registration' form.
  11. Select Performing Provider Registration linked to Practitioner Enrollment, and click 'Select' button to proceed.
  12. In 'Performing Provider Registration' form, ensure that 'Name', 'Performing Provider's Address...' and 'Provider ID' (NPI Number) fields are updated with values edited/filed in Avatar PM 'Practitioner Enrollment (Brief)' form.
  13. In 'Performing Provider Registration' form, ensure that 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields are updated with values edited/filed in Avatar PM 'Practitioner Enrollment (Brief)' form.
  14. Ensure that 'Performing Provider's License Type' field is updated with values edited/filed in Practitioner Enrollment Category/Taxonomy entry/entries 'Discipline' field.
  15. Ensure that entry/entries are updated in 'Primary License Type Effective Dates' field/section for Practitioner Enrollment Category/Taxonomy entry/entries, with 'Primary License Type For Claims' value as selected in 'Discipline' field (in case where only single 'Discipline' value is selected; population is based on Dictionary Code matching values).
  16. Close 'Performing Provider Registration' form.
Scenario 8: 'Practitioner Enrollment (Brief)' - Link To Existing of Avatar MSO Performing Provider Registration
Specific Setup:
  • Avatar PM Registry Setting 'Enable Practitioners link to Performing Providers' must be enabled
  • Avatar MSO Performing Provider Registration must exist, not currently linked to Avatar PM Practitioner Enrollment record
Steps
  1. Open Avatar PM 'Practitioner Enrollment (Brief)' form.
  2. Click 'New Staff' button to create new Practitioner Enrollment (or search/select existing Practitioner Enrollment record for edit); Practitioner ID value used may exist or not exist as Avatar MSO Performing Provider ID already in system.
  3. Enter/select values for 'Name', 'Registration Date', 'Office Address...' and 'NPI Number' fields (using same values as existing/defined for Avatar MSO Performing Provider Registration record), and any other Practitioner data fields as required/desired.
  4. Enter/select values for 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields, and any other Practitioner data fields as required/desired.
  5. Ensure that 'Performing Provider' and 'Performing Provider Registration' fields are present in form (under 'Link Staff To Performing Provider' section); enter/select existing Contracting Provider Registration record for Practitioner link in 'Performing Provider'/'Performing Provider Registration' fields if manual linking of records is desired.
  6. Navigate to 'Categories/Taxonomy' section of form.
  7. Select 'Create New' in 'Category/Taxonomy' entry field (or select existing Category/Taxonomy entry for edit).
  8. Enter/select values for 'Effective Date', 'Practitioner Category', 'Discipline' and 'Practitioner Categories For Coverage' fields, and any other fields as required/desired.
  9. Click 'Add Practitioner Categories' button to file/save Category/Taxonomy entry.
  10. Click 'Submit' button to file 'Practitioner Enrollment (Brief)' form.
  11. Re-open Avatar PM 'Practitioner Enrollment (Brief)' form for previously filed entry/record.
  12. In case where 'Performing Provider'/'Performing Provider Registration' field values were manually entered in previous Practitioner Enrollment filing - ensure that fields are populated with Avatar MSO Performing Provider Registration record linked to Practitioner Enrollment, and that fields are disabled/read-only and do not allow edit of linked values.
  13. In case where 'Performing Provider'/'Performing Provider Registration' field values were not manually entered (field blank/no value) in previous Practitioner Enrollment filing- ensure that fields are automatically populated/linked with Avatar MSO Performing Provider Registration record having same ID number/Registration Start Date value (and NPI Number if entered).
  14. Open Avatar MSO 'Performing Provider Registration' form.
  15. In Performing Provider search, enter value used for Performing Provider association in 'Practitioner Enrollment (Brief)' form.
  16. Select Performing Provider Registration record associated to Practitioner via 'Practitioner Enrollment (Brief)' filing, and click 'Select' button to proceed.
  17. In 'Performing Provider Registration' form, ensure that 'Name', 'Registration Start Date', 'Performing Provider's Address...' and 'Provider ID' (NPI Number) fields are populated with values filed in Avatar PM 'Practitioner Enrollment (Brief)' form.
  18. In 'Performing Provider Registration' form, ensure that 'Office Telephone (1)', 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone', 'Fax Number' and/or 'Secondary Provider Identification Number' fields are populated with values filed in Avatar PM 'Practitioner Enrollment (Brief)' form.
Topics
• NX • Performing Provider • Practitioner