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Avatar PM 2022 Update 75

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Product Requirements / Recommendations

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Product Update Form Description

The following issues are resolved: 1) Prolonged add-on service can be filed without the meeting the primary service's duration threshold. 2) Contents from the 'Discharge Remarks/Comments' field on the 'Discharge' form are not included on disclosure document generated from the 'Disclosure Management' form. 3) Contents from the 'Request Information - Specify Other' field on the 'Disclosure Management' form (Request section) might be copied over to other disclosures. Additionally, the Client Charge Input file import process is enhanced to no longer enforce the presence of a group number for group services.

Included Updates

21, 26

Required Updates

None

Details
NEW1 CHANGED0 FIXED3
New (1)
File Import - Client Charge Input group services
Importing a Client Charge Input file via the 'File Import' form will no longer enforce the presence of a group number for group services.
Value Added: Client Charge Input - consistency between Client Charge Input and File Import
Topics
• Client Charge Input • File Import
 
Fixed (3)
Client Charge Input - Prolonged services
An issue has been resolved where the prolonged add-on service can be filed without meeting the primary service's duration threshold.
Topics
• Client Charge Input
 
Disclosure Management - Discharge data
An issue has been resolved where contents from the 'Discharge Remarks/Comments' field on the 'Discharge' form are not included on disclosure document generated from the 'Disclosure Management' form. KB0070341 v0.01
Topics
• Discharge • Disclosure
 
Disclosure Management - Request Information Specify Other
An issue has been resolved where contents from the 'Request Information - Specify Other' field on the 'Disclosure Management' form (Request section) might be copied over to other disclosures.
Topics
• Disclosure
 
Acceptance Tests
AV-64869 Summary | Details
File Import - Client Charge Input group services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • File Import
Scenario 1: File Import Client Charge Input - Remove group # requirement on group services
Specific Setup:
  • Create a Client Input Charge import file that has a group service code with the group number omitted from field 7.
  • Create a Client Input Charge import file that has a group service code with the group number populated in field 7.
Steps
  1. Open the "File Import" form.
  2. Import a "Client Charge Input" type of file.
  3. Use the file that has a row for a group service and the group number is omitted form field 7 of the row.
  4. Select "Upload New File" and process that action.
  5. Browse to the location the file resides on the server and select the desired file to upload.
  6. Select the "Compile/Validation" action and process that action.
  7. Validate that a message indicating the file "Compiled" is received.
  8. Select the "Print File" action and validate the contents of the data in the file.
  9. Select the "Post" action to create new services based on data in the import file.
  10. Open the "Client Ledger" and validate the service created.
  11. Open the "File Import" form.
  12. Import a "Client Charge Input" type of file.
  13. Use the file that has a row for a group service and the group number is populated in field 7 of the row.
  14. Select "Upload New File" and process that action.
  15. Browse to the location the file resides on the server and select the desired file to upload.
  16. Select the "Compile/Validation" action and process that action.
  17. Validate that a message indicating the file "Compiled" is received.
  18. Select the "Print File" action and validate the contents of the data in the file.
  19. Select the "Post" action to create new services based on data in the import file.
  20. Open the "Client Ledger" and validate the service created.
Topics
• Client Charge Input • File Import
AV-76080 Summary | Details
Client Charge Input - Prolonged services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Client Charge Input
  • Client Ledger
  • Dictionary Update (PM)
  • Registry Settings (PM)
Scenario 1: Client Charge Input - Service Duration < Duration Range in the Fee record.
Specific Setup:
  • Registry setting "Enable Multiple Add-On Code Per Primary" must be enabled.
  • Using "Dictionary Update", add an extended data dictionary element (295) Allow Multiple Add-On Code Definition" set to "Yes" to the Dictionary Code "5" in the "Other Tabled Files" file.
  • Using "Service Codes", add an add-on code. Set it up as "User Defined" code. Assign "Other" to the "Service Code Type".
  • Using "Service Codes", add a primary service code, set up as "User Defined". Assign "Other" to the "Service Type Code".
  • Using "Service Fee/Cross Reference", set up fees for the new service codes created for this test.
  • Admit a new client or select an existing one with one outpatient episode.
Steps
  1. Open the "Client Charge Input" form.
  2. Add a primary service for the test client.
  3. Set "Duration (Minutes)" to a value of "54" or less.
  4. Validate the primary code is populated with an add-on code in the "Selected Add-On Services" text field.
  5. Submit the service.
  6. Open the "Client Ledger" form.
  7. Validate one service was created.
Scenario 2: Client Charge Input - Service Duration > Duration Range in the Fee record.
Specific Setup:
  • Registry setting "Enable Multiple Add-On Code Per Primary" must be enabled.
  • Using "Dictionary Update", add an extended data dictionary element (295) Allow Multiple Add-On Code Definition" set to "Yes" to the Dictionary Code "5" in the "Other Tabled Files" file,
  • Using "Service Codes", add an add-on code. Set it up as "User Defined" code. Assign "Other" to the "Service Code Type".
  • Using "Service Codes", add a primary service code, set up as "User Defined". Assign "Other" to the "Service Type Code".
  • Using "Service Fee/Cross Reference", set up fees for the new service codes created for this test.
  • Admit a new client or select an existing one with one outpatient episode.
Steps
  1. Open the "Client Charge Input" form.
  2. Add a primary service for the test client.
  3. Set "Duration (Minutes)" to a value greater than or equal to "55".
  4. Validate the primary code has an add-on code in the "Selected Add-On Services" text field.
  5. Submit the service.
  6. Open the "Client Ledger" form.
  7. Validate two services were created. One for 54 units and the other for the number of units over 54.
Topics
• Client Charge Input
AV-78644 Summary | Details
Disclosure Management - Discharge data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Disclosure Management
  • Disclosure Management Configuration
  • Client Ledger
  • Diagnosis
  • Discharge
Scenario 1: Disclosure Management - Field Validations
Specific Setup:
  • Using the "Disclosure Management Configuration" form, set up the first page image, watermark, and forms to associate to set up Disclosure Management.
Steps
  1. Open the "Disclosure Management" form.
  2. Populate all required and desired fields in the request, authorization, and the disclosure sections.
  3. Select "Electronic" in the "Disclosure Method" field.
  4. Click the "Process" button.
  5. Validate the appropriate items are included in the disclosure packet.
  6. Click "Disclose".
  7. Click the PDF download icon.
  8. Browse to the location to store the file on the server.
  9. Provide the file name with a .pdf file extension.
  10. Click the "Cancel" button.
  11. Click "Submit".
Scenario 2: Disclosure Management - Discharged Client
Specific Setup:
  • Using the "Configuration Management Configuration" form, configure the disclosure management form.
  • Admit or select a test client.
Steps
  1. Using the "Diagnosis" form, give the client or validate the client has a diagnosis.
  2. Open the "Discharge" form and discharge the client.
  3. Ensure the "Discharge Remarks/Comments" is populated.
  4. Ensure the "Hospital Discharge Instructions" is populated.
  5. Submit the data.
  6. Open the "Disclosure Management" form.
  7. Populate the Request section, Authorization section and Disclosure sections.
  8. Populate the "Disclosure Date" and "Disclosure Time" fields.
  9. On the preview of the disclosure packet, view the Discharge form and validate the "Discharge Remarks/Comments" and "Hospital Discharge Instructions" is included in the output.
Topics
• Discharge • Disclosure
AV-79335 Summary | Details
Disclosure Management - Request Information Specify Other
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Disclosure Management
  • Disclosure Management Configuration
Scenario 1: Disclosure Management - Field Validations
Specific Setup:
  • Using the "Disclosure Management Configuration" form, set up the first page image, watermark, and forms to associate to set up Disclosure Management.
Steps
  1. Open the "Disclosure Management" form.
  2. Populate all required and desired fields in the request, authorization, and the disclosure sections.
  3. Select "Electronic" in the "Disclosure Method" field.
  4. Click the "Process" button.
  5. Validate the appropriate items are included in the disclosure packet.
  6. Click "Disclose".
  7. Click the PDF download icon.
  8. Browse to the location to store the file on the server.
  9. Provide the file name with a .pdf file extension.
  10. Click the "Cancel" button.
  11. Click "Submit".
Scenario 2: Disclosure Management - Request Information - Specify Other
Specific Setup:
  • Using the "Disclosure Management Configuration" form, configure the "Disclosure Management" form.
  • Admit or select a test client.
Steps
  1. Open the "Disclosure Management" form.
  2. Populate the fields on the "Request" section of the form.
  3. Ensure to populate the "Request Information - Specify Other" has multiple lines of data in the text box.
  4. Click "Submit" to save the data.
  5. Return to the Pre-Display.
  6. Add an additional disclosure row for the same client.
  7. Populate the fields on the "Request" section of the form.
  8. Ensure to populate the "Request Information - Specify Other" has 1 line of data in the text box.
  9. Return to the Pre-Display.
  10. Edit the 2nd row added during this session.
  11. Validate the "Request Information - Specify Other" only has one row of data.
  12. Submit the form.
  13. Return to the Pre-Display.
  14. Edit the 1st row added during this session.
  15. Validate the "Request Information - Specify Other" only has multiple rows of data.
  16. Submit the form.
Topics
• Disclosure