Avatar PM 2022 Update 90

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Product Requirements / Recommendations

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Product Update Form Description

The following issues are resolved: 1) The 'Client Call Intake' web service does not successfully auto assign the next Client ID when it should. 2) The 'Client Call Intake' web service does not support properties for the fields 'Divide Sliding Fee Scale Amount by Number of Family Members Receiving Services' and 'Sliding Fee Scale - Number of Family Members Receiving Services'.

Included Updates

3, 9, 18, 41, 55, 59, 62, 67, 77, 87

Required Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-80772 Details | User Acceptance Tests

Avatar PM 'Client Call Intake' Web Service

An issue is resolved to ensure that the Avatar PM 'Client Call Intake' web service successfully/auto-assigns the next available Client ID on successful filing of Call Intake record (where Avatar PM Registry Setting 'Auto Assign Next ID' is enabled). In addition, properties for the fields 'Divide Sliding Fee Scale Amount by Number of Family Members Receiving Services' and 'Sliding Fee Scale - Number of Family Members Receiving Services' are added to the 'Client Call Intake' web service.

Topics

• Call Intake • Web Services

Acceptance Tests

AV-80772 Summary | Details

Avatar PM 'Client Call Intake' Web Service

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Call Intake
Registry Settings (PM)

Scenario 1: 'ClientCallIntake' Web Service - Verification of 'AddCallIntake' Filing

Specific Setup:

One or more 'Call Intake' programs must be defined (via Avatar PM 'Program Maintenance' form)
Avatar PM Registry Setting 'Auto Assign Next ID' may be enabled or disabled
Application utilizing the Avatar PM 'ClientCallIntake' web service

Steps

Using Avatar PM 'ClientCallIntake' web service, submit request to 'AddCallIntake' method to create new Avatar PM Call Intake record, including value for 'SlidingFeeDivideNumFamMembers' ('Divide Sliding Fee Scale Amount by Number of Family Members Receiving Services') and 'SlidingFeeDivideNumFamMembersNum' ('Sliding Fee Scale - Number of Family Members Receiving Services') fields/segments.
Optionally, include or exclude value for 'ClientID' field/segment.
Confirm 'ClientCallIntake' web service responds with confirmation data/Client Unique ID on successful filing of 'AddCallIntake' method.
Example:"<Confirmation>Client Unique ID : P26 Unique ID: CAL66110.001</Confirmation>"
Confirm 'ClientCallIntake' web service responds with confirmation message on successful filing of 'AddCallIntake' method.
Example:"<Message>Client Call Intake web service has been filed successfully.</Message>"
Confirm 'ClientCallIntake' web service responds with successful status value on successful filing of 'AddCallIntake' method.
Example:"<Status>1</Status>"
In case where Avatar PM Registry Setting 'Auto Assign Next ID' is enabled and 'ClientID' field/segment value is included in web service submission for new client creation, confirm that 'ClientCallIntake' web service responds with error status/message and 'Call Intake' form/client record is not created.
Example: "<Message>Avatar ClientID does not exist and registry Setting 'Auto Assign Next ID' is enabled.</Message>"; "<Status>0</Status>"
Open Avatar PM 'Call Intake' form and select client/Call Intake record filed via web service for view/update.
Confirm new Call Intake record is created in Avatar PM, with values/data submitted via web service including 'Divide Sliding Fee Scale Amount by Number of Family Members Receiving Services' and 'Sliding Fee Scale - Number of Family Members Receiving Services' field values.

Scenario 2: 'ClientCallIntake' Web Service - Verification of 'UpdateCallIntake' Filing

Specific Setup:

One or more 'Call Intake' programs must be defined (via Avatar PM 'Program Maintenance' form)
Avatar PM Registry Setting 'Auto Assign Next ID' may be enabled or disabled
Existing Avatar PM client/Call Intake record for edit via web service
Application utilizing the Avatar PM 'ClientCallIntake' web service

Steps

Using Avatar PM 'ClientCallIntake' web service, submit request to 'UpdateCallIntake' method to edit existing Avatar PM Call Intake record, including value for 'SlidingFeeDivideNumFamMembers' ('Divide Sliding Fee Scale Amount by Number of Family Members Receiving Services') and 'SlidingFeeDivideNumFamMembersNum' ('Sliding Fee Scale - Number of Family Members Receiving Services') fields/segments.
Confirm 'ClientCallIntake' web service responds with confirmation data/Client Unique ID on successful filing of 'UpdateCallIntake' method.
Example:"<Confirmation>Client Unique ID : P26 Unique ID: CAL66110.001</Confirmation>"
Confirm 'ClientCallIntake' web service responds with confirmation message on successful filing of 'UpdateCallIntake' method.
Example:"<Message>Client Call Intake web service has been filed successfully.</Message>"
Confirm 'ClientCallIntake' web service responds with successful status value on successful filing of 'UpdateCallIntake' method.
Example:"<Status>1</Status>"
Open Avatar PM 'Call Intake' form and select client/Call Intake record updated via web service for view/update.
Confirm Call Intake record is updated in Avatar PM with values/data submitted via web service including 'Divide Sliding Fee Scale Amount by Number of Family Members Receiving Services' and 'Sliding Fee Scale - Number of Family Members Receiving Services' field values.

Topics

• Call Intake • Web Services