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Avatar PM 2023 Monthly Release 2023.00.01 Acceptance Tests

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Update 2 Summary | Details
Roll-Up service definition - Component modifiers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Client Ledger
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
  • Crystal Report Viewer
  • Service Codes
  • Admission (Outpatient)
  • Diagnosis
  • Financial Eligibility
  • Roll-Up Services Definition
  • Posting/Adjustment Codes Definition
  • SQL Query/Reporting
Scenario 1: Compile/Edit/Post/Unpost Roll-Up Services Worklist - 'Do Not Include Component Modifiers in Roll-Up Service' registry setting = 'Y'
Specific Setup:
  • Registry Setting:
  • The 'Do Not Include Component Modifiers in Roll-Up Service' registry setting is set to 'Y'.
  • Posting/Adjustment Code Definition:
  • An existing Write off posting code is identified or a new posting code is created to use for Write-Off Posting code.
  • Service Codes:
  • At least one Roll-Up and two component service codes are created. Note the service codes.
  • Service Fee/Cross Reference Maintenance:
  • A fee definition is created for each service code.
  • Admission:
  • An existing client is identified or a new client is admitted. Note the client id, Admission date/program.
  • Diagnosis:
  • A diagnosis record is created for the client.
  • Financial Eligibility:
  • An existing guarantor is assigned to the client. Note the guarantor code/name.
  • Roll-Up Definition:
  • Edit an existing or create a new 'Roll-Up Services Definition' with the following criteria:
  • A 'Roll-Up Description'.
  • A 'Roll-Up Service'.
  • Component Services.
  • 'Is This Roll-Up Service Dependent On Units, Duration Or None' = None.
  • A value is entered in 'Minimum Duration Required'.
  • A value is entered in 'Maximum Duration' that is greater than the value in 'Minimum Duration Required'.
  • A value is selected in 'Calculate Unit Charge By'.
  • A value is entered in 'Component Service Date Rules'.
  • 'Date Of First Component Service' is selected in 'Date Of Service For Roll-Up Service'.
  • 'Date Of First Component Service' is selected in 'Date To Bill Roll-Up Service'.
  • Client Charge Input:
  • A minimum of two component services have been rendered with the same modifiers to the client that will meet the 'Component Service Date Rules'. Note the service date and service code.
  • Client Ledger:
  • The services distributed correctly to the guarantor assigned to the client.
Steps
  1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
  2. Verify that the fields ‘Roll-Up Definitions’ and ‘Roll-Up Group’ are enabled.
  3. Enter the desired ‘From Date’ and ‘To Date’.
  4. Select a Roll-Up definition created during setup in the ‘Roll-Up Definitions’.
  5. Validate that no value can be selected in ‘Roll-Up Group’.
  6. Click [Compile Worklist].
  7. Click [OK].
  8. Close the form.
  9. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
  10. Select the ‘Post Roll-Up Services Worklist’ section.
  11. Select the desired ‘Through Date’.
  12. Select the desired 'Write Off Posting Code’.
  13. Click [Post Worklist].
  14. Click [OK].
  15. Close the form.
  16. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
  17. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
  18. Close the report.
  19. Close the form.
  20. Open the 'Crystal Report' or any other SQL data viewer.
  21. Query the 'SYSTEM.billing_tx_history' table.
  22. Verify the modifiers included with the component service are not included with the Roll-Up service.
Scenario 2: Compile/Edit/Post/Unpost Roll-Up Services Worklist - 'Do Not Include Component Modifiers in Roll-Up Service' registry setting = N
Specific Setup:
  • Registry Setting:
  • The 'Do Not Include Component Modifiers in Roll-Up Service' registry setting is set to 'N'.
  • Service Codes:
  • At least one Roll-Up and two component service codes are created. Note the service codes.
  • Service Fee/Cross Reference Maintenance:
  • A fee definition is created for each service code.
  • Admission:
  • An existing client is identified or a new client is admitted. Note the client id, Admission date/program.
  • Diagnosis:
  • A diagnosis record is created for the client.
  • Financial Eligibility:
  • An existing guarantor is assigned to the client. Note the guarantor code/name.
  • Roll-Up Definition:
  • Edit an existing or create a new 'Roll-Up Services Definition' with the following criteria:
  • A 'Roll-Up Description'.
  • A 'Roll-Up Service'.
  • Component Services.
  • 'Is This Roll-Up Service Dependent On Units, Duration Or None' = None.
  • A value is entered in 'Minimum Duration Required'.
  • A value is entered in 'Maximum Duration' that is greater than the value in 'Minimum Duration Required'.
  • A value is selected in 'Calculate Unit Charge By'.
  • A value is entered in 'Component Service Date Rules'.
  • 'Date Of First Component Service' is selected in 'Date Of Service For Roll-Up Service'.
  • 'Date Of First Component Service' is selected in 'Date To Bill Roll-Up Service'.
  • Client Charge Input:
  • A minimum of two component services have been rendered to the client that will meet the 'Component Service Date Rules'.
  • Desired value entered to the 'Modifier' field of all the component services. Note the service date/code and modifier entered for each of the service.
  • Client Ledger:
  • The services distributed correctly to the guarantor assigned to the client.
Steps
  1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
  2. Verify that the fields ‘Roll-Up Definitions’ and ‘Roll-Up Group’ are enabled.
  3. Enter the desired ‘From Date’ and ‘To Date’.
  4. Select a Roll-Up definition created during setup in the ‘Roll-Up Definitions’.
  5. Validate that no value can be selected in ‘Roll-Up Group’.
  6. Click [Compile Worklist].
  7. Click [OK].
  8. Select the ‘Post Roll-Up Services Worklist’ section.
  9. Select the desired ‘Through Date’.
  10. Select the desired 'Write Off Posting Code’.
  11. Click [Post Worklist].
  12. Click [OK].
  13. Close the form.
  14. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
  15. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
  16. Close the report.
  17. Close the form.
  18. Open the 'Crystal Report' or any other SQL data viewer.
  19. Query the 'SYSTEM.billing_tx_history' table.
  20. Verify the modifiers included with the component service are included with the Roll-Up service when all the component services have same modifiers.
Scenario 3: Compile/Edit/Post/Unpost Roll-Up Services Worklist - 'Do Not Include Component Modifiers in Roll-Up Service' registry setting - Group Roll-Up definition
Specific Setup:
  • Registry Setting:
  • The 'Do Not Include Component Modifiers in Roll-Up Service' registry setting is set to 'Y'.
  • Allow Roll-Up Rule Selection During Compile has a value of ‘2’.
  • Service Codes:
  • At least two Roll-Up and two component service codes for each roll-up service code are created. Note the service codes.
  • Service Fee/Cross Reference Maintenance:
  • A fee definition is created for each service code.
  • Admission:
  • An existing client is identified or a new client is admitted. Note the client id, Admission date/program.
  • Diagnosis:
  • A diagnosis record is created for the client.
  • Financial Eligibility:
  • An existing guarantor is assigned to the client. Note the guarantor code/name.
  • Roll-Up Definition:
  • Edit an existing or create at least two new 'Roll-Up Services Definition' with the following criteria. Open the 'Roll-Up Services Definition' section, select edit and note the value of 'Existing Roll-Up Definition' for at least two definition.
  • A 'Roll-Up Description'.
  • A 'Roll-Up Service'.
  • Component Services.
  • 'Is This Roll-Up Service Dependent On Units, Duration Or None' = None.
  • A desired value is entered in 'Minimum Duration Required'.
  • A desired value is entered in 'Maximum Duration' that is greater than the value in 'Minimum Duration Required'.
  • A desired value is selected in 'Calculate Unit Charge By'.
  • A desired value is entered in 'Component Service Date Rules'.
  • A desired value is selected in 'Date Of Service For Roll-Up Service'.
  • A desired value is selected in 'Date To Bill Roll-Up Service'.
  • Open the 'Roll-Up Group Definition' section:
  • A 'Roll-Up Group Definitions' is created. Select desired value in the ‘Post Roll-Up Rule Individually’.
  • Client Charge Input:
  • At a minimum, services that meet group roll-up definition exist for a minimum of one client. Note the client ID. Note the dates of service.
  • Client Ledger:
  • The services distributed correctly to the guarantor assigned to the client.
Steps
  1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
  2. Verify that the only roll-up definitions that can be selected are group definitions.
  3. Enter the desired ‘From Date’ and ‘To Date’ for the group definition with a value of 'Yes' in ‘Post Roll-Up Rule Individually’.
  4. Select the group definitions with a value of 'Yes' in ‘Post Roll-Up Rule Individually’.
  5. Click [Compile Worklist].
  6. Click [OK].
  7. Based on the light bulb message when 'Yes' is in ‘Post Roll-Up Rule Individually’, each roll-up rule is compiled and posted in order of execution before the next roll-up rule is compiled. This means that the user does not use the 'Post Roll-Up Services Worklist' section of the form.
  8. Close the form.
  9. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
  10. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
  11. Close the report.
  12. Close the form.
  13. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
  14. Enter the desired ‘From Date’ and ‘To Date’ for the group definition with a value of 'No' in ‘Post Roll-Up Rule Individually’.
  15. Select the group definitions with a value of 'Yes' in ‘Post Roll-Up Rule Individually’.
  16. Click [Compile Worklist].
  17. Click [OK].
  18. Based on the light bulb message when 'No' is in ‘Post Roll-Up Rule Individually’, each roll-up rule is compiled in the specified order of execution, then the entire compile is posted.
  19. Select the ‘Post Roll-Up Services Worklist’ section.
  20. Select the desired ‘Through Date’.
  21. Click [Post Worklist].
  22. Close the form.
  23. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
  24. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
  25. Close the report.
  26. Close the form.
  27. Open the 'Crystal Report' or any other SQL data viewer.
  28. Query the 'SYSTEM.billing_tx_history' table.
  29. Verify the modifiers included with the component service are not included with the Roll-Up service.
Scenario 4: Registry setting validation - Do Not Include Component Modifiers in Roll-Up Service
Steps
  1. Open the 'Registry Setting' form.
  2. Set the 'Limit Registry Settings to the Following Search Criteria' input box to "Do Not Include Component Modifiers in R"
  3. Click [View Registry Settings].
  4. Validate the Registry Setting input box contains "Avatar PM->Billing->Roll-Up Billing->->->Do Not Include Component Modifiers in Roll-Up Service"
  5. Validate the Registry Setting Details text area contains "[FACILITY SPECIFIC] -------------------------------------------------------------------------------When set to 'Y' Roll-Up Services will not include the component
  6. Modifiers. Select 'N' for the default functionality."
  7. Set the Registry Setting Value input box to "0".
  8. Verify the error dialog contains "The selected value is not valid in the current system code for the following reason: Invalid Response - Example: 'Y' or 'N'.
  9. Click the [OK].
  10. Set the Registry Setting Value input box to "1".
  11. Validate the error dialog contains "The selected value is not valid in the current system code for the following reason: Invalid Response - Example: 'Y' or 'N'.
  12. Set the Registry Setting Value input box to "NO"
  13. Click [Submit].
  14. Validate the error dialog contains 'The selected value is not valid in the current system code for the following reason: More than 1 characters'.
  15. Click [OK].
  16. Set the Registry Setting Value input box to "Yes"
  17. Validate the error dialog contains 'The selected value is not valid in the current system code for the following reason: More than 1 characters'.
  18. Click [OK].
  19. Set the Registry Setting Value input box to "X".
  20. Validate the error dialog contains "The selected value is not valid in the current system code for the following reason: Invalid Response - Example: 'Y' or 'N'.
  21. Click [OK].
  22. Set the Registry Setting Value input box to "".
  23. Click [Submit].
  24. Validate the Filing Error dialog contains "The following fields are missing: Registry Setting Value"
  25. Click [OK].
  26. Set the Registry Setting Value input box to "N".
  27. Click [Submit].
  28. Validate the Filing Results text area contains "Results filing value N to Avatar PM->Billing->Roll-Up Billing->->->Do Not Include Component Modifiers in Roll-Up Service Successful filing in System Code SBOX."
  29. Click [OK].
  30. Set the Registry Setting Value input box to "Y".
  31. Click [Submit].
  32. Validate the Filing Results text area contains "Results filing value N to Avatar PM->Billing->Roll-Up Billing->->->Do Not Include Component Modifiers in Roll-Up Service Successful filing in System Code SBOX."
  33. Click [OK].
  34. Validate the Form Return dialog contains 'Registry Settings has completed. Do you wish to return to form?'.
  35. Click the [No].
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • Roll-Up Services Definition • NX • Registry Settings
Update 5 Summary | Details
SYTEM.billing_guar_table - Require Subscriber Group Number
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guarantors/Payors
  • Form and Table Documentation (PM)
  • SQL Query/Reporting
  • Admission (Outpatient)
  • Financial Eligibility
  • Diagnosis
  • Service Codes
  • Client Charge Input
  • Client Ledger
  • Create Interim Billing Batch File
  • Electronic Billing
  • Crystal Report Viewer
Scenario 1: 837 Professional - Validating ‘Require Group #’ workflow of the 'Guarantors/Payor' - Guarantor assignment through 'Financial Eligibility' form.
Specific Setup:
  • Guarantors/Payors:
  • A new guarantor is created or an existing guarantor is identified.
  • The 'Require Group #' field is set to "No".
  • Note the guarantor code/name to be used during creating financial eligibility record for the client.
  • Admission:
  • The client is admitted to the outpatient program or an existing outpatient client is identified. Note client id/name and admission date/program.
  • Diagnosis:
  • An admission diagnosis record is created for the client.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • The 'Subscriber Group #' field is not marked as a required field in the form for the guarantor.
  • Leave the 'Subscriber Group #' field blank.
  • Service Codes:
  • An existing professional service code is identified. Note the service code.
  • Service Fee/Cross reference maintenance:
  • Make sure the fee definition is created for the service code and CPT code is assigned to the service code.
  • Client Charge Input:
  • A service is rendered to the client in the first episode. Be sure to use service codes that are covered by the benefit plan (insurance charge category). Note the date of the service.
  • Close Charges:
  • Charges are closed.
  • Client Ledger:
  • Verify the charges are correctly distributed to the desired guarantor, and they are in 'Unbill' status.
  • Create Interim Billing Batch:
  • An interim billing batch is created to cover the client, guarantor and services rendered to the client. Note the interim billing batch number and name.
Steps
  1. Open an 'Electronic Billing' form.
  2. Compile an '837 Professional' bill for the interim batch created in the setup section.
  3. Verify the bill compiles successfully.
  4. Review the dump file.
  5. Verify the dump file includes the service(s) rendered to the client correctly.
  6. Open the 'Guarantors/Payor' form.
  7. Set the 'Require Group #' field to "Yes".
  8. Open an 'Electronic Billing' form.
  9. Compile an '837 Professional' bill for the interim batch created in the setup section.
  10. Verify the bill does not compile successfully.
  11. Review the error report.
  12. Verify the report displays the 'Missing Subscriber Group #' error on the report for the guarantor/client/service.
  13. Open the 'Financial Eligibility' form for the client.
  14. Verify the 'Subscriber Group #' field is marked as required field.
  15. Make sure the 'Subscriber Group #' field is empty.
  16. Submit the form.
  17. Verify the missing field error message for the 'Subscriber Group #' field.
  18. Enter desired group number in the 'Subscriber Group #' field.
  19. Submit the form.
  20. Open an 'Electronic Billing' form.
  21. Compile an '837 Professional' bill for the interim batch created in the setup section.
  22. Verify the bill compiles successfully.
  23. Claim the service.
  24. Review the dump file.
  25. Verify the dump file includes the service rendered to the client correctly.
  26. Verify the SBR segment contains the 'Subscriber Group #' assigned to the client from the 'Financial Eligibility' form.
  27. Close the form.
  28. Open the 'Crystal Report' or any other SQL data viewer.
  29. Query the 'SYSTEM.billing_guar_table' sql table.
  30. Verify the req_sub_group_num_code and req_sub_group_num_value columns are added to the table and displays correct data from the 'Guarantors/Payors' form for the identified guarantor.
  31. Query the 'SYSTEM.billing_guar_subs_data' table.
  32. Verify the 'subs_group' field populated with the 'Subscriber Group #' field from the 'Financial Eligibility' form.
Program Transfer - Inpatient and outpatient episode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Program Transfer
  • Admission (Outpatient)
  • Program Transfer (OutPatient)
Scenario 1: Program Transfer - Validating program transfer for an inpatient and outpatient episode
Specific Setup:
  • Admission:
  • A new inpatient client is admitted or an existing inpatient client is identified. Note the client id/name, admission date/admission program.
  • A new outpatient client is admitted or an existing outpatient client is identified. Note the client id/name, admission date/admission program.
Steps
  1. Select the 'Program Transfer' form.
  2. Select the inpatient client identified in the setup section.
  3. Validate the 'Program Transferred From' field contains the admission program of the client.
  4. Select desired program different from the admission program in the 'Program' field.
  5. Enter desired date in the 'Date Of Transfer' field.
  6. Enter desired time in the 'Time Of Transfer' field.
  7. Select desired 'Unit'.
  8. Select desired 'Room'.
  9. Select desired 'Bed'
  10. Click [Submit].
  11. Verify the form submits successfully.
  12. Verify the client transferred to the correct program.
  13. Select the 'Program Transfer (Outpatient)' form.
  14. Select the outpatient client identified in the setup section.
  15. Validate the 'Program Transferred From' field contains the admission program of the client.
  16. Select desired program different from the admission program in the 'Program' field.
  17. Enter desired date in the 'Date Of Transfer' field.
  18. Enter desired time in the 'Time Of Transfer' field.
  19. Click [Submit].
  20. Verify the form submits successfully.
  21. Verify the client transferred to the correct program.
Topics
• Guarantor/Payors • Database Tables • Program Transfer
Update 6 Summary | Details
The 'Disable Demographics Section On Discharge Form' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge
  • Admission
Scenario 1: Registry Setting - Disable Demographics Section On Discharge Form
Specific Setup:
  • A client must have an active episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Disable Demographics Section on Discharge Form" in the 'Limit Registry Settings to the Following Search Criteria ' field.
  3. Click [View Registry Settings].
  4. Validate that the 'Registry Setting' field is equal to "Avatar PM->Client Information->Client Demographics->->->Disable Demographics Section On Discharge Form".
  5. Enter "N" in the 'Registry Setting Value' field.
  6. Click [Submit] and close the form.
  7. Select "Client A" and access the 'Discharge' form.
  8. Enter the required details in the 'Discharge' section.
  9. Select the 'Demographics' section.
  10. Validate fields in the 'Demographics' section are not disabled.
  11. Close the form.
  12. Select "Client A" and access the 'Admission' form.
  13. Select the 'Demographics' section.
  14. Validate fields in the 'Demographics' section are not disabled.
  15. Close the form.
  16. Access the 'Registry Settings' form.
  17. Enter "Disable Demographics Section on Discharge Form" in the 'Limit Registry Settings to the Following Search Criteria' field.
  18. Click [View Registry Settings].
  19. Validate that the 'Registry Setting' field is equal to "Avatar PM->Client Information->Client Demographics->->->Disable Demographics Section On Discharge Form".
  20. Enter "Y" in the 'Registry Setting Value' field.
  21. Click [Submit] and close the form.
  22. Log out of the application and log back in.
  23. Select "Client A" and access the 'Discharge' form.
  24. Select the 'Demographics' section.
  25. Validate all fields are disabled.
  26. Close the form.
  27. Select "Client A" and access the 'Admission' form.
  28. Select the 'Demographics' section.
  29. Validate fields in the 'Demographics' section are not disabled.
  30. Close the form.
Topics
• Registry Settings • Admission • Discharge
Update 7 Summary | Details
Web services - WEBSVC.AppointmentScheduling V2
Scenario 1: Load & Go update - Verify successful installation
Steps

Internal Testing Only
Topics
• Web Services • Problem List
Update 12 Summary | Details
'Client Admission' web service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
Scenario 1: The 'ClientAdmission' - 'AddAdmission' web service: Admission of a new client
Specific Setup:
  • The 'Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields' registry setting must be set to "3" to include 'Detailed Client Name'.
Steps
  1. Access SoapUI for the 'ClientAdmission' - 'AddAdmission' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Populate all required and desired fields.
  6. Enter the desired value in the 'ClientFirstName' field.
  7. Enter the desired value in the 'ClientLastName' field.
  8. Enter a value containing an invalid character in the 'ClientMiddleName' field. (Ex. T#ST!)
  9. Enter the corresponding name in the 'ClientName' field.
  10. Click [Run].
  11. Validate the 'Message' field contains: "Middle name contains invalid characters. Valid symbols are '-_.".
  12. Enter the desired value in the 'ClientMiddleName' field, removing the invalid characters.
  13. Enter the corresponding name in the 'ClientName' field.
  14. Click [Run].
  15. Validate the 'Confirmation' field contains a value such as: "Client Unique ID: # Unique ID: #".
  16. Validate the 'Message' field contains: "Client Admission web service has been filed successfully".
  17. Select the client filed in the previous steps and access the 'Admission' form.
  18. Select the record filed in the previous steps and click [Edit].
  19. Validate all populated fields are displayed.
  20. Select the "Demographics" section.
  21. Validate the 'Client Last Name' field contains the value filed in the previous steps.
  22. Validate the 'Client First Name' field contains the value filed in the previous steps.
  23. Validate the 'Client Middle Name' field contains the value filed in the previous steps.
  24. Close the form.
Topics
• Admission
Update 13 Summary | Details
SQL table - RADplus_IMO_Results table
Scenario 1: Load & Go update - Verify successful installation
Steps

Internal Testing Only
Topics
• Problem List
Update 17 Summary | Details
The 'BedAssignment' web service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Bed Availability Report
  • SOAPUI - BedAssignment
  • SOAPUI - BedAssignment - AddBedAssignment
  • SOAPUI - BedAssignment - DeleteBedAssignment
  • SOAPUI - BedAssignment - EditBedAssignment
  • SOAPUI - BedAssignment - GetDictionaryItems
  • Delete Bed Assignment
Scenario 1: Validate the 'BedAssignment' - 'AddBedAssignment' web service
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
Steps
  1. Access SoapUI for the 'BedAssignment' - 'AddBedAssignment' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'DateOfAssignment' field.
  6. Enter the desired time in the 'TimeOfAssignment' field.
  7. Enter the desired unit in the 'Unit' field.
  8. Enter the desired room in the 'Room' field.
  9. Enter the desired bed in the 'Bed' field.
  10. Enter the desired value in the 'RoomAndBoardBillingCode' field.
  11. Enter the desired value in the 'AdmissionChargeCode' field.
  12. Enter the desired value in the 'DailyChargeCode' field.
  13. Enter the desired value in the 'DailyChargeCode2' field.
  14. Enter the desired value in the 'DailyChargeCode3' field.
  15. Enter the desired value in the 'DailyChargeCode4' field.
  16. Enter the desired value in the 'DailyChargeCode5' field.
  17. Enter "Client A" in the 'ClientID' field.
  18. Enter the existing episode in the 'EpisodeNumber' field.
  19. Click [Run].
  20. Validate the 'AddBedAssignmentResult' field contains the following:
  21. 'Confirmation' field containing a unique ID for the record.
  22. 'Message' field containing: Bed Assignment web service has been filed successfully.
  23. Select "Client A" and access the 'Bed Assignment' form.
  24. Validate the 'Date Of Bed Assignment' field contains the date filed in the previous steps.
  25. Validate the 'Time Of Bed Assignment' field contains the time filed in the previous steps.
  26. Validate the 'Unit' field contains the unit filed in the previous steps.
  27. Validate the 'Room' field contains the room filed in the previous steps.
  28. Validate the 'Bed' field contains the bed filed in the previous steps.
  29. Validate the 'Room And Board Billing Code' field contains the value filed in the previous steps.
  30. Validate the 'Admission Charge Code' field contains the value filed in the previous steps.
  31. Validate the 'Daily Charge Code' field contains the value filed in the previous steps.
  32. Validate the 'Daily Charge Code 2' field contains the value filed in the previous steps.
  33. Validate the 'Daily Charge Code 3' field contains the value filed in the previous steps.
  34. Validate the 'Daily Charge Code 4' field contains the value filed in the previous steps.
  35. Validate the 'Daily Charge Code 5' field contains the value filed in the previous steps.
  36. Close the form.
Scenario 2: Validate the 'BedAssignment' - 'DeleteBedAssignment' web service
Specific Setup:
  • A client has an existing inpatient episode with a current & previous bed assignment record. The previous bed assignment must be available (Client A).
Steps
  1. Select "Client A" and access the 'Bed Assignment' form.
  2. Validate the 'Unit' field contains the unit for the current bed assignment.
  3. Validate the 'Room' field contains the room for the current bed assignment.
  4. Validate the 'Bed' field contains the bed for the current bed assignment.
  5. Validate all other fields contain the values for the current bed assignment.
  6. Close the form.
  7. Access SoapUI for the 'BedAssignment' - 'DeleteBedAssignment' web service.
  8. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  9. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  10. Enter the password that will be used to log into Avatar in the 'Password' field.
  11. Enter "Client A" in the 'ClientID' field.
  12. Enter the existing episode number in the 'EpisodeNumber' field.
  13. Enter the unique ID for the current bed assignment record in the 'UniqueID' field.
  14. Click [Run].
  15. Validate the 'DeleteBedAssignmentResult' field contains the following:
  16. 'Confirmation' field containing the unique ID for the deleted record.
  17. 'Message' field containing: Bed Assignment web service has been filed successfully.
  18. Select "Client A" and access the 'Bed Assignment' form.
  19. Validate the 'Unit' field contains the unit from the previous bed assignment.
  20. Validate the 'Room' field contains the room from the previous bed assignment.
  21. Validate the 'Bed' field contains the bed from the previous bed assignment.
  22. Validate all other fields contain the values from the previous bed assignment.
  23. Close the form.
Scenario 3: Validate the 'BedAssignment' - 'EditBedAssignment' web service
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
Steps
  1. Access SoapUI for the 'BedAssignment' - 'EditBedAssignment' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired time in the 'TimeOfAssignment' field.
  6. Enter the desired value in the 'RoomAndBoardBillingCode' field.
  7. Enter the desired value in the 'AdmissionChargeCode' field.
  8. Enter the desired value in the 'DailyChargeCode' field.
  9. Enter the desired value in the 'DailyChargeCode2' field.
  10. Enter the desired value in the 'DailyChargeCode3' field.
  11. Enter the desired value in the 'DailyChargeCode4' field.
  12. Enter the desired value in the 'DailyChargeCode5' field.
  13. Enter "Client A" in the 'ClientID' field.
  14. Enter the existing episode in the 'EpisodeNumber' field.
  15. Enter the unique ID for the existing record in the 'UniqueID' field.
  16. Click [Run].
  17. Validate the 'EditBedAssignmentResult' field contains the following:
  18. 'Confirmation' field containing the unique ID for the record.
  19. 'Message' field containing: Bed Assignment web service has been filed successfully.
  20. Select "Client A" and access the 'Bed Assignment' form.
  21. Validate the 'Time Of Bed Assignment' field contains the time filed in the previous steps.
  22. Validate the 'Room And Board Billing Code' field contains the value filed in the previous steps.
  23. Validate the 'Admission Charge Code' field contains the value filed in the previous steps.
  24. Validate the 'Daily Charge Code' field contains the value filed in the previous steps.
  25. Validate the 'Daily Charge Code 2' field contains the value filed in the previous steps.
  26. Validate the 'Daily Charge Code 3' field contains the value filed in the previous steps.
  27. Validate the 'Daily Charge Code 4' field contains the value filed in the previous steps.
  28. Validate the 'Daily Charge Code 5' field contains the value filed in the previous steps.
  29. Close the form.
Scenario 4: Validate the 'BedAssignment' - 'GetDictionaryItems' web service
Steps
  1. Access SoapUI for the 'BedAssignment' - 'GetDictionaryItems' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Click [Run].
  6. Validate the 'GetDictionaryItemsResponse' field is populated with the defined dictionary values for the 'Bed Assignment' form.
Topics
• Bed Assignment • Web Services • Delete Bed Assignment
Update 20 Summary | Details
Site Specific Section Modeling - Add-On Service fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Site Specific Section Modeling (CWS)
  • Service Codes
  • Progress Notes (Group and Individual)
  • Client Ledger
  • Clinical Document Viewer
Scenario 1: Progress Note (Group and Individual) - Validating Add-On fields in the 'Site Specific Section Modeling' form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting="Y".
Specific Setup:
  • The 'Enable Multiple Add-On Code Per Primary' registry setting is set to "Y".
  • Using the "Service Codes" form, create 3 group service codes. Two of them must be primary add on codes and one of them must be a primary code.
  • Admit a client into an outpatient episode.
Steps
  1. Open the 'Site Specific Section Modeling (CWS)' form.
  2. Select 'CWSPN22000 (Progress Notes (Group and Individual)) Individual Progress Notes' in 'Site Specific Section'.
  3. Select the 'Prompt Definition' section.
  4. Select the 'Add-On Service' field.
  5. Click [Edit Selected Item].
  6. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  7. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  8. Select the 'Add-On Duration' field.
  9. Click the [Edit Selected Item].
  10. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  11. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  12. Select the 'Save Add-On Service' field.
  13. Click the [Edit Selected Item].
  14. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  15. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  16. Select the 'Selected Add-On Services' field.
  17. Click the [Edit Selected Item].
  18. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  19. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  20. Select the 'Select Add-On Service Entry to Edit/Remove' field.
  21. Click the [Edit Selected Item].
  22. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  23. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  24. Select the 'Remove Add-On Service' field.
  25. Click the [Edit Selected Item].
  26. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  27. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  28. Submit the form.
  29. Open the 'Progress Notes (Group and Individual)' form.
  30. Validate the 'Add-On Service' field doesn't exist.
  31. Validate the 'Add-On Duration' field doesn't exist.
  32. Validate the 'Remove Add-On Service Entry to Edit/Remove' field doesn't exist.
  33. Validate the 'Remove Add-On Service' field doesn't exist.
  34. Validate the 'Selected Add-On Services' field doesn't exist.
  35. Validate the 'Save Add-On Service' field doesn't exist.
  36. Open the 'Site Specific Section Modeling (CWS)' form.
  37. Select the 'Prompt Definition' section.
  38. Select the 'Add-On Service' field.
  39. Click [Edit Selected Item].
  40. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  41. Set the 'Exclude from Data Collection Instrument' field to "No".
  42. Select the 'Add-On Duration' field.
  43. Click the [Edit Selected Item].
  44. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  45. Set the 'Exclude from Data Collection Instrument' field to "No".
  46. Select the 'Save Add-On Service' field.
  47. Click the [Edit Selected Item].
  48. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  49. Set the 'Exclude from Data Collection Instrument' field to "No".
  50. Select the 'Selected Add-On Services' field.
  51. Click the [Edit Selected Item].
  52. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  53. Set the 'Exclude from Data Collection Instrument' field to "No".
  54. Select the 'Select Add-On Service Entry to Edit/Remove' field.
  55. Click the [Edit Selected Item].
  56. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  57. Set the 'Exclude from Data Collection Instrument' field to "No".
  58. Select the 'Remove Add-On Service' field.
  59. Click the [Edit Selected Item].
  60. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  61. Set the 'Exclude from Data Collection Instrument' field to "No".
  62. Submit the form.
  63. Open the 'Progress Notes (Group and Individual)' form.
  64. Generate a "Group Default Note".
  65. Add the test client to the group using the Add Client fields on the form.
  66. File the Group Default Note.
  67. Select the test client from the "Select Group Note to Edit" field.
  68. Verify the 'Add-On Service' field exists.
  69. Verify the 'Add-On Duration' field exists.
  70. Verify the 'Select Add-On Service Entry to Edit/Remove' exists.
  71. Verify the 'Remove Add-On Service' button exists.
  72. Verify the 'Selected Add-On Services' field exists.
  73. Verify the 'Save Add-On Service' button exists.
  74. Individualize the progress note for the test client and populate the Add on service fields.
  75. Finalize and sign the document.
  76. Open the 'Progress Notes (Group and Individual)' form.
  77. Select the test client from the "Select Group Note to Edit" field.
  78. Verify the 'Add-On Service' field exists.
  79. Verify the 'Add-On Duration' field exists.
  80. Verify the 'Select Add-On Service Entry to Edit/Remove' exists.
  81. Verify the 'Remove Add-On Service' button exists.
  82. Verify the 'Selected Add-On Services' field exists.
  83. Verify the 'Save Add-On Service' button exists.
  84. Create the progress note for the test client and populate the Add on service fields.
  85. Finalize and sign the document.
  86. Using the "Client Ledger" form, validate the primary and add on services are on the client's ledger.
  87. Using the "Clinical Document Viewer" form, validate the documents display.
Scenario 2: Progress Note (Group and Individual) - Validating Add-On fields in the 'Site Specific Section Modeling' form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting="N"
Specific Setup:
  • The 'Enable Multiple Add-On Code Per Primary' registry setting is set to "N".
Steps
  1. Open the 'Site Specific Section Modeling (CWS)' form.
  2. Select 'CWSPN22000 (Progress Notes (Group and Individual)) Individual Progress Notes' in 'Site Specific Section'.
  3. Select the 'Prompt Definition' section.
  4. Select the 'Add-On Service' field.
  5. Click [Edit Selected Item].
  6. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  7. Select the 'Add-On Duration' field.
  8. Click the [Edit Selected Item].
  9. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  10. Select the 'Save Add-On Service' field.
  11. Click the [Edit Selected Item].
  12. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  13. Select the 'Selected Add-On Services' field.
  14. Click the [Edit Selected Item].
  15. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  16. Select the 'Select Add-On Service Entry to Edit/Remove' field.
  17. Click the [Edit Selected Item].
  18. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  19. Select the 'Remove Add-On Service' field.
  20. Click the [Edit Selected Item].
  21. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  22. Submit the form.
  23. Open the 'Progress Notes (Group and Individual)' form.
  24. Verify the 'Add-On Service' field does not exist.
  25. Verify the 'Add-On Duration' field does not exist.
  26. Verify the 'Select Add-On Service Entry to Edit/Remove' does not exist.
  27. Verify the 'Remove Add-On Service' button does not exist.
  28. Verify the 'Selected Add-On Services' field does not exist.
  29. Verify the 'Save Add-On Service' button does not exist.
  30. Click [Close Form].
Topics
• Site Specific Section Modeling • Progress Notes
Update 22 Summary | Details
'Account Receivable Console' widget - 'Claim Follow-Up Entry' section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guarantors/Payors
  • Admission (Outpatient)
  • Diagnosis
  • Financial Eligibility
  • Practitioner Numbers By Guarantor And Program
  • Client Charge Input
  • Client Ledger
  • Create Interim Billing Batch File
  • Electronic Billing
  • System Task Scheduler
  • Service Codes
  • Program Maintenance
  • AR Console User Defaults Setup
  • AR Console Configuration
Scenario 1: Account Receivable Console - Copy Claim Follow-Up/Notes
Specific Setup:
  • Guarantors/Payors:
  • Guarantor 1: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields contain an '&'.
  • Guarantor 2: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields do not contain an '&’.
  • Clients:
  • Client A: Has a minimum of two outstanding claims for Guarantor 1. Note the client’s last name and the program.
  • Client B: Has a minimum of two outstanding claims for Guarantor 2. Note the client’s last name and the program.
  • Tester has access to the AR Console.
  • AR Console User Defaults Setup:
  • Tester has been given access to both Guarantors/Payors, the client’s last name initials, and the client programs.
  • System Task Scheduler:
  • The 'Auto AR Batch Update' was processed after the claims were created.
Steps
  1. Open the ‘Account Receivable Console’ widget.
  2. Validate that the ‘Guarantor’ field contains the selected guarantors, including the guarantor with the ‘&’ in the 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup'
  3. Enter the ‘Client ID for Client A.
  4. Click [Search].
  5. Select a minimum of two claims in the ‘Claims with Outstanding Receivables’ gird.
  6. Click [Add Claim Follow-Up/Note].
  7. Validate the claim number in ‘Claim Follow-Up’.
  8. Go to the Follow-Up Notes’ section.
  9. Validate the note created by the AR Console exists.
  10. Click [New Row].
  11. Enter desired ‘Follow-Up Date’, ‘Comments’ and any other desired data.
  12. Click [File Updates].
  13. Click [OK].
  14. Select the row that was added above.
  15. Click [Copy Note].
  16. Select the claim to copy the note to in ‘Copy Follow-Up Note’.
  17. Click [Save].
  18. Select the claim number in ‘Claim Follow-Up’ that was selected in ‘Copy Follow-Up Note’.
  19. Validate that the copy note, and the note created by the AR Console exist in ‘Claim Follow-Up’.
  20. Select the ‘AR List’ section.
  21. Repeat steps 3 - 20 for Client B.
  22. Close the widget.
Topics
• Accounts Receivable Management
2022 Update 129 Summary | Details
Rule Based Routing - 837 Professional claim for supplemental services
Internal Test Only
Topics
• Database Management
 

Avatar_PM_2023_Monthly_Release_2023.00.01_Details.csv