Skip to main content

Avatar PM 2023 Monthly Release 2023.01.01 Acceptance Tests

  1. Last updated
  2. Save as PDF
Update 25 Summary | Details
SQL Table - SYSTEM.inhibit_billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • Diagnosis
  • Client Charge Input
  • Client Ledger
  • Inhibit Billing By Service
  • Dynamic Form - Inhibit Services - Please review your selections to Inhibit services
  • Dynamic Form - File Service Inhibit Information
  • Change MR#
  • Electronic Billing
  • Dynamic Form - Un-Inhibit services - Please review your selections to Un-Inhibit service
  • Crystal Report Viewer
Scenario 1: Inhibit Billing By Service - Validate billing inhibited / uninhibited service
Specific Setup:
  • A practitioner must be associated to the user that is logged into the application (Practitioner A).
  • Admission:
  • An existing client is identified in the system or create a new client. Note the client id, admission program/date.
  • Guarantors/Payors:
  • An existing guarantor is identified to be used as a primary guarantor. Note the guarantor code.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client as a primary guarantor.
  • Diagnosis:
  • Client has an admission diagnosis record.
  • Service Codes:
  • An existing service code is identified. Note the service codes / value.
  • Service fee/Cross Maintenance:
  • The fee definition is created for the service code to be used.
  • Client Charge Input:
  • A service is rendered to the client using the service code identified above.
  • Client Ledger:
  • The liability distributed to the primary guarantor of the client.
Steps
  1. Open the 'Inhibit Billing By Service' form.
  2. Enter the practitioner associated to the logged in user in the 'Rendering Practitioner' field.
  3. Select any value from the 'Select Service(s) To Mark Billing-Inhibited' field.
  4. Click [Submit].
  5. Validate a "Please review your selections" dialog is displayed.
  6. Click [OK].
  7. Validate a "File Service Inhibit Information" dialog is displayed stating: Continue Filing?
  8. Click [Yes].
  9. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  10. Click [No].
  11. Open the 'Crystal report' or any other SQL data viewer.
  12. Run the 'Select * from SYSTEM.billing_tx_history where PATID=604'.
  13. Verify the 'billable_code' field displays 'X'.
  14. Run the 'Select * from SYSTEM.inhibit_billing where PATID=604'.
  15. Verify the data is filed in this table for the client.
  16. Open the 'Change MR #' form.
  17. Perform a Change MR # for this client to assign a new MR #.
  18. Run the 'Select * from SYSTEM.inhibit_billing where PATID=604'.
  19. Verify the table is updated with the new MR #.
  20. Close the report.
File Import - Client Charge Input
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • File Import
  • Crystal Report Viewer
  • Client Ledger
  • Diagnosis
  • Electronic Billing
  • Inhibited Services For Billing Report
  • Client Inhibited Services (Service Date Less Than 1 Year Old)
  • Service Codes
Scenario 1: File Import - 'Client Charge Input' file type - Render a service to the client that is marked as a billing inhibited
Specific Setup:
  • Registry Settings:
  • The registry setting 'Import File Delimiter' is set to desired value.
  • Home View:
  • The 'CLIENT INHIBITED FROM BILLING (SERVICE DATE LESS THAN 1 YEAR)' widget available on the home view.
  • Program Maintenance:
  • Identify an existing program code / name. Note the program code.
  • Admission:
  • An existing client is identified. Note the client id/name, admission date, admission program code/name.
  • A 'Client Charge Input' import file is created to render a service to the client and mark that service billing inhibited.
  • The predefined client, episode number, practitioner id, service code, admission program and cost of the service are entered in the file.
Steps
  1. Open the 'File Import' form.
  2. Select the 'Client Charge Input' from the 'File Type' field.
  3. Upload the file Import file created in the setup section to mark a service as a billing inhibited.
  4. Compile the file.
  5. Verify that the file compiles successfully.
  6. Select the 'Print File' option.
  7. Review the information on compile report.
  8. Verify that all the information entered through the 'File Import' file displayed correctly in the specific field.
  9. Post the compiled file.
  10. Verify that the file posted successfully.
  11. Open the 'Crystal Report' or any other SQL data viewer.
  12. Run the query against SYSTEM.billing_tx_history table.
  13. Verify the 'billable_code' displays 'X'.
  14. Run the query against SYSTEM.inhibit_billing SQL table.
  15. Verify the inhibited service record is added in this table.
  16. Close the Crystal Report or the SQL Data Viewer.
  17. Locate to the 'CLIENT INHIBITED SERVICES (SERVICE DATE LESS THAN 1 YEAR OLD)' WIDGET.
  18. Verify the 'Client Name' and 'Episode' column displays the client name and episode for the client for whom the inhibited service is rendered through file import.
  19. Open the 'Inhibited Services For Billing report' form.
  20. Enter desired date in the 'Start Date' field.
  21. Enter desired date in the 'End Date' field.
  22. Select desired client in the 'Client' field.
  23. Click [Process Report].
  24. Verify the inhibited service record displays in the report correctly.
  25. Close the report.
Scenario 2: File Import - 'Client Charge Input' file type - Render a service to the client that is marked as a billing non inhibited
Specific Setup:
  • Registry Settings:
  • The registry setting 'Import File Delimiter' is set to desired value.
  • Program Maintenance:
  • Identify an existing program code / name. Note the program code.
  • Admission:
  • An existing client is identified. Note the client id/name, admission date, admission program code/name.
  • A 'Client Charge Input' import file is created to render a service to the client and mark that service billing non inhibited. The predefined client, episode number, practitioner id, service code, admission program and cost of the service are entered in the file.
Steps
  1. Open the 'File Import' form.
  2. Select the 'Client Charge Input' from the 'File Type' field.
  3. Upload the file Import file created in the setup section to mark a service as a billing inhibited.
  4. Compile the file.
  5. Verify that the file compiles successfully.
  6. Select the 'Print File' option.
  7. Review the information on compile report.
  8. Verify that all the information entered through the 'File Import' file displayed correctly in the specific field.
  9. Post the compiled file.
  10. Verify that the file posted successfully.
  11. Open the 'Crystal Report' or any other SQL data viewer.
  12. Run the query against SYSTEM.billing_tx_history SQL table.
  13. Verify the 'billable_code' code column is blank for the service.
  14. Run the query against SYSTEM.inhibit_billing SQL table.
  15. Verify the table does not contain the non inhibited service record of the client.
  16. Close the Crystal Report or the SQL Data Viewer.
  17. Locate to the 'CLIENT INHIBITED SERVICES (SERVICE DATE LESS THAN 1 YEAR OLD)' WIDGET.
  18. Verify the 'Client Name' and 'Episode' column does not display the client name and episode for the client for whom the non inhibited service is rendered through file import.
  19. Open the 'Inhibited Services For Billing Report' form.
  20. Enter desired date in the 'Start Date' field.
  21. Enter desired date in the 'End Date' field.
  22. Select desired client in the 'Client' field.
  23. Click [Process Report].
  24. Verify the non inhibited service record does not display in the report.
  25. Close the report.
Topics
• Inhibit Billing • File Import • Database Tables
Update 26 Summary | Details
Scheduling Calendar - Group Appointment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Dynamic Form - Group Member Selection
  • User Definition
  • Dynamic Form Group
  • Group Registration
Scenario 1: 'Scheduling Calendar': Add New, Check- In, and Check Out Individual and Group Appointments
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A group must exist with at least two group members (Group A).
  • The 'Receipt Definition' form is configured.
  • The posting codes being used must have "Yes" selected in the 'Generate Receipt' field in the 'Post/Adjustment Codes Definition' form.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot and click [Add Appointment].
  3. Enter the desired value in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired episode in the 'Episode Number' field.
  6. Select the desired value in the 'Program' field.
  7. Click [Submit].
  8. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  9. Right click on the appointment and click [Check In].
  10. Validate the 'Scheduling Calendar - Check In' window is displayed.
  11. Enter the desired value in the 'Amount Received At Check In' field.
  12. Select the desired value in the 'Payment Code' field.
  13. Click [Submit].
  14. Validate a receipt is displayed for the payment collected.
  15. Validate the 'Appointment Grid' contains the checked in appointment.
  16. Right click on the appointment and click [Check Out].
  17. Validate the 'Scheduling Calendar - Check Out' window is displayed.
  18. Enter the desired value in the 'Amount Received At Check Out' field.
  19. Select the desired value in the 'Payment Code' field.
  20. Click [Submit].
  21. Validate a receipt is displayed for the payment collected.
  22. Validate the 'Appointment Grid' contains the checked out appointment.
  23. Right click in any available time slot and click [Add Appointment].
  24. Enter any group service code in the 'Service Code' field.
  25. Enter "Group A" in the 'Group #' field.
  26. Select the desired program in the 'Program' field.
  27. Select the 'Group Members' item.
  28. Validate the 'Current Group Appointment Members' field contains all group members.
  29. Click [Submit].
  30. Validate the 'Appointment Grid' contains the group appointment created in the previous steps.
  31. Right click on the group appointment and click [Check In].
  32. Select all group members.
  33. Validate the 'Scheduling Calendar - Check In' window is displayed.
  34. Enter the desired value in the 'Amount Received At Check In' field.
  35. Select the desired value in the 'Payment Code' field.
  36. Click [Submit]. Note: this will need to be submitted for all group members.
  37. Validate a receipt is displayed for the payment collected.
  38. Right click on the group appointment and click [Check Out].
  39. Select all group members.
  40. Validate the 'Scheduling Calendar - Check Out' window is displayed.
  41. Enter the desired value in the 'Amount Received At Check Out' field.
  42. Select the desired value in the 'Payment Code' field.
  43. Click [Submit]. Note: this will need to be submitted for all group members.
  44. Validate a receipt is displayed for the payment collected.
  45. Validate the 'Appointment Grid' contains the checked out group appointment.
  46. Click [Dismiss].
Topics
• Appointment Management
Update 30 Summary | Details
99999 Services Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guarantors/Payors
  • User Definition
  • Financial Eligibility
  • Client Charge Input
  • 99999 Services Report
Scenario 1: 99999 Services Report - Validating liability distribution failure message when the full liability distributes to the default guarantor
Specific Setup:
  • Guarantors/Payors:
  • Identify an existing guarantor with the financial class of Non-recoverable to be used as a default guarantor. Note the guarantor’s id/name.
  • Registry Setting:
  • The 'Track Services That Failed Liability Distribution' registry setting is set to "Y".
  • Admission:
  • An existing client is identified, or a new client is admitted. Note the client id, name, and admission date.
  • Financial Eligibility:
  • The financial eligibility record is created for the client so that the coverage effective date is after date of services to be rendered to the client. Note the 'Coverage Effective Date'.
  • Client Charge Input:
  • A service is rendered to the client such that it is prior to the 'Coverage Effective Date' set up in the client's 'Financial eligibility'. Note the date of service. Make sure the service is in open state.
  • Client Ledger:
  • The service rendered to the client are distributed to the default guarantor (99999).
Steps
  1. Open the '99999 Services Report' form.
  2. Verify the 'Run Report By' field exists on the form and is required. This is a single-select field and defaults to ''All Services", and contains "Service Dates", and "Accounting Period".
  3. Verify that the ‘Export’ button fields is enabled.
  4. Verify that the following fields are disabled: ‘Service From Date’, ‘Service To Date’, Month/Year of Accounting Period Close'.
  5. Verify that the 'Include Closed Services' exists and defaults to "No".
  6. Select "Yes" in 'Include Closed Services'.
  7. Click [Export].
  8. Verify that the exported file was saved to the desktop.
  9. Open the file.
  10. Verify the file displays all the open/closed services that distributed to the Default Guarantor and lists the reason the services failed liability distribution for all guarantors from the client’s applicable Financial Eligibility list.
  11. Return to the '99999 Services Report' form.
  12. Select "Service Dates" in 'Run Report By' field.
  13. Verify that 'Service From Date' and 'Service To Date' are required.
  14. Enter first date of service rendered to client in 'Service From Date' field.
  15. Enter last date of service rendered to client in 'Service To Date' field.
  16. Select "No" in the 'Include Closed Services' field.
  17. Click [Export].
  18. Verify that the exported file was saved to the desktop.
  19. Open the file.
  20. Verify the file displays all the open/closed services that distributed to the Default Guarantor and lists the reason the services failed liability distribution for all guarantors from the client’s applicable Financial Eligibility list.
  21. Return to the '99999 Services Report' form.
  22. Select "Accounting Period" in 'Run Report By' field.
  23. Verify that 'Month/Year of Accounting Period Close' is required.
  24. Enter the desired month/year as MM/YY.
  25. Click [Export].
  26. Verify that the exported file was saved to the desktop.
  27. Open the file.
  28. Verify the file displays all the open/closed services that distributed to the Default Guarantor and lists the reason the services failed liability distribution for all guarantors from the client’s applicable Financial Eligibility list.
  29. Return to the '99999 Services Report' form.
  30. Close the form.
  31. Open 'Crystal Report' or any other SQL data viewer.
  32. Query the 'SYSTEM.billing_tx_dist_fail_reason' SQL table.
  33. Validate the 'PATID' column is equal to the client id identified in the pre-conditions.
  34. Validate the 'date_of_service' column is equal to the service dates for the services rendered to the client.
  35. Validate the 'reason' column contains the reason the service failed liability distribution.
  36. Validate the 'GUARANTOR_ID' column is equal to the guarantor assigned to the client in the financial eligibility.
  37. Open the 'Financial Eligibility' form.
  38. Update client's eligibility record and set up the coverage effective date so that it covers all the services rendered to the client.
  39. Open the 'Close Charges' form.
  40. Run the liability update for the client.
  41. Open the 'Client Ledger' for the client.
  42. Verify that the services are distributed to the correct guarantor assigned to the client in financial eligibility.
  43. Open 'Crystal Report' or any other SQL data viewer.
  44. Query the 'SYSTEM.billing_tx_dist_fail_reason' SQL table for the desired client setup.
  45. Verify there are no services found in the table for the desired client.
  46. Return to the '99999 Services Report' form.
  47. Select "Service Dates' in 'Run Report By' field.
  48. Enter first date of service rendered to client in 'Service From Date' field.
  49. Enter last date of service rendered to client in 'Service To Date' field.
  50. Select "Yes" in 'Include Closed Services'.
  51. Click [Export].
  52. Validate that a message is received stating: No data found to export.
  53. Close the form.
Topics
• Financial Eligibility • Database Management
Update 32 Summary | Details
File Import - Deposit Entry
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Service Codes
  • Client Ledger
  • Posting/Adjustment Codes Definition
  • File Import
  • Roll-Up Services Definition
Scenario 1: File Import - Deposit Entry' - file with all the required/optional fields
Specific Setup:
  • Registry Setting:
  • Set the 'Avatar PM->System Maintenance->File Import->->->Import File Delimiter' registry setting to the desired value.
  • Guarantors/Payor:
  • An existing guarantor is identified to be assigned to the client. Note the guarantor code/value.
  • Program Maintenance:
  • Identify an existing program code / value to be used for client's admission.
  • Identify the location of the program to be used for Client's admission.
  • Admission:
  • An inpatient or outpatient client is created using the program identified above or an existing client is identified. Note the Client id/name, admission date/program.
  • Financial Eligibility: The existing guarantor is assigned to the client.
  • Service code:
  • An existing service code to be used with inpatient/ outpatient program is identified. Note the service code for further validation.
  • Posting/Adjustment Code Definition:
  • An existing payment, adjustment or transfer code is identified to be used. Note the code and type of the code.
  • File Import:
  • An import file is created to process the deposit entry. Ensure that the file contains all required fields and desired optional fields. Note the file name / location of the file.
Steps

1. Open the 'File Import' form.

2. Select the 'Deposit Entry' from the File Type field.

3. Upload the file Import file created in the setup section.

4. Compile the file.

5. Verify the file compiles successfully.

6. Post the compiled file.

7. Verify the file posted successfully.

8. Open the 'Client Ledger' for the client.

9. Process the report.

10. Verify the client ledger displays the deposit entry correctly.

11. Close the Report.

12. Close the form.

Scenario 2: Roll-Up Services Definition - File Import
Specific Setup:
  • File Import: Import files have been created to add, edit, and delete a Roll-Up Services Definition.
Steps
  1. Open ‘File Import’.
  2. Select 'Roll-Up Services Definition' in ‘File Type’.
  3. Click [Upload New File] in ‘Action’.
  4. Click [Process Action].
  5. Upload the file that will add the 'Roll-Up Services Definition'.
  6. Click [Compile/Validate File] in ‘Action’.
  7. Select the uploaded file.
  8. Click [Process Action].
  9. If there are errors, click [Print Errors] in ‘Action’.
  10. Select the compiled file.
  11. Click [Process Action].
  12. Review the report and upload and compile again to resolve the errors.
  13. Click [Print File] in ‘Action’.
  14. Click [Process Action].
  15. Review the report to validate the data.
  16. Click [Post File] in ‘Action’.
  17. Select the compiled file.
  18. Click [Process Action].
  19. If desired, Click [Delete File] in ‘Action’.
  20. Select the posted file.
  21. Click [Process Action].
  22. The ‘Delete File’ message will display.
  23. Click desired value. If [Yes], the ‘Confirm message will display. Click [OK]. If [No], the ‘Delete File’ message is removed.
  24. Close the form.
  25. Open 'Roll-Up Services Definition'.
  26. Validate that the definition imported with the correct values.
  27. Close the form.
  28. Repeat steps 1-24 for the file that will edit the 'Roll-Up Services Definition'.
  29. Open 'Roll-Up Services Definition'.
  30. Validate that the edited definition contains the correct values in the edited fields.
  31. Close the form.
  32. Repeat steps 1-24 for the file that will delete the 'Roll-Up Services Definition'.
  33. Open 'Roll-Up Services Definition'.
  34. Validate that the deleted definition does not exist.
  35. Close the form.
Topics
• Deposit Entry • File Import • Roll-Up Services Definition • NX
Update 33 Summary | Details
Dictionary Update - Payor
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Guarantors/Payors
  • Service Codes
  • Practitioner Numbers By Guarantor And Program
  • CCBHC PPS Service Definition
  • Program Maintenance
  • Diagnosis
  • Financial Eligibility
  • Client Charge Input
  • Client Ledger
  • CCBHC PPS Compile
  • Electronic Billing
  • Bed Availability Report
Scenario 1: CCBHC Billing - 837P - Exclude from check for remittance from private insurance.
Specific Setup:
  • CCBHC functionality is enabled and setup.
  • Dictionary Update: Payor
  • Print Dictionary - 1000 – Financial Class
  • Validate that the extended dictionary 'CCBHC Billing - Exclude from check for remittance from private insurance' has a value of ‘Y’ for the following financial classes: 3 (Medicaid), 6 (Self Pay), 7 (Medicare A), 8 (Medicare B).
  • Any financial class that has the ‘System Financial Class set to a value of 3 (Medicaid), 6 (Self Pay), 7 (Medicare A), 8 (Medicare B), will also have a value of ‘Yes’ in the extended dictionary 'CCBHC Billing - Exclude from check for remittance from private insurance'.
  • Input Dictionary - 1000 – Financial Class
  • Select a financial class for a non CCBHC guarantor that does not have a value for the extended dictionary 'CCBHC Billing - Exclude from check for remittance from private insurance' and set the value to 'No'. This will be the client's primary guarantor.
  • Service Codes
  • Identify a code that is a CCBHC service and a CCBHC Enumerated Service.
  • Identify a code that is a CCBHC service and is not a CCBHC Enumerated Service.
  • Client: Identify an outpatient client with the following:
  • Financial Eligibility:
  • Client is assigned the guarantor with the 'CCBHC Billing - Exclude from check for remittance from private insurance' dictionary value of 'No' as the primary guarantor. Setup will cover the enumerated service and force the non enumerated service to the secondary guarantor.
  • Client is assigned a CCBHC guarantor as the secondary guarantor.
  • Services: Client has one or more services for the code that is a CCBHC service and a CCBHC Enumerated Service. The services must be closed.
  • Client Ledger was used to verify that the services distributed to the primary guarantor.
Steps
  1. Open 'CCBHC PPS Compile' and process the compile for the client.
  2. Print the report and validate that the non-enumerated service was created and distributed to the secondary guarantor.
  3. If desired, open ‘Client Ledger’ and verify that the non-enumerated service distributed to the secondary guarantor.
  4. Open ‘Close Charges’ and close the charges for the client.
  5. Open ‘Electronic Billing’.
  6. Select '837-Professional' in 'Billing Type'.
  7. Process the bill for the primary funding source. The services can be claimed or unclaimed. If necessary, include CCBHC services.
  8. Validate that the ‘Compile Complete’ message is received.
  9. If desired, review the dump file or print the report.
  10. Process the bill for the secondary guarantor. Do not create claims. Include CCBHC services.
  11. Validate that the ‘No Valid Information Found. Please Check The Error Report’ message is received.
  12. Print the report to review the error message.
  13. Click the ‘Required Data Missing: Header and/or Billing/Pay-to Provider Data’ link and verify that the message is: Service ‘xxx’ Service Code (xxx) [date] is still awaiting remittance from private insurance.
  14. Click the Required Data Missing: Patient Claim Data link and verify that the message is: PPS service ‘xxx (1250) [date] cannot be billed until all associated enumerated services are ready to bill.
  15. Close the report.
  16. Close the form.
  17. Open ‘Dictionary Update’
  18. Select the ‘Payor’ file.
  19. Select dictionary ‘Financial Class’, # 1000.
  20. Access the financial class for the primary guarantor.
  21. Change the 'CCBHC Billing - Exclude from check for remittance from private insurance' value to ‘Yes’.
  22. Apply the changes.
  23. Exit the form.
  24. Open ‘Electronic Billing’.
  25. Process the bill for the secondary guarantor. The services can be claimed or unclaimed.
  26. Validate that the ‘Compile Complete’ message is received.
  27. If desired, review the dump file or print the report.
Scenario 2: CCBHC Billing - 837I - Exclude from check for remittance from private insurance.
Specific Setup:
  • CCBHC functionality is enabled and setup.
  • Dictionary Update: Payor
  • Print Dictionary - 1000 – Financial Class
  • Validate that the extended dictionary 'CCBHC Billing - Exclude from check for remittance from private insurance' has a value of ‘Y’ for the following financial classes: 3 (Medicaid), 6 (Self Pay), 7 (Medicare A), 8 (Medicare B).
  • Any financial class that has the ‘System Financial Class set to a value of 3 (Medicaid), 6 (Self Pay), 7 (Medicare A), 8 (Medicare B), will also have a value of ‘Yes’ in the extended dictionary 'CCBHC Billing - Exclude from check for remittance from private insurance'.
  • Input Dictionary - 1000 – Financial Class
  • Select a financial class for a non CCBHC guarantor that does not have a value for the extended dictionary 'CCBHC Billing - Exclude from check for remittance from private insurance' and set the value to 'No'. This will be the client's primary guarantor.
  • Service Codes
  • Identify a code that is a CCBHC service and a CCBHC Enumerated Service.
  • Identify a code that is a CCBHC service and is not a CCBHC Enumerated Service.
  • Client: Identify an outpatient client with the following:
  • Financial Eligibility:
  • Client is assigned the guarantor with the 'CCBHC Billing - Exclude from check for remittance from private insurance' dictionary value of 'No' as the primary guarantor. Setup will cover the enumerated service and force the non enumerated service to the secondary guarantor.
  • Client is assigned a CCBHC guarantor as the secondary guarantor.
  • Services: Client has one or more services for the code that is a CCBHC service and a CCBHC Enumerated Service. The services must be closed.
  • Client Ledger was used to verify that the services distributed to the primary guarantor.
Steps
  1. Open 'CCBHC PPS Compile' and process the compile for the client.
  2. Print the report and validate that the non-enumerated service was created and distributed to the secondary guarantor.
  3. If desired, open ‘Client Ledger’ and verify that the non-enumerated service distributed to the secondary guarantor.
  4. Open ‘Close Charges’ and close the charges for the client.
  5. Open ‘Electronic Billing’.
  6. Select '837-Institutional' in 'Billing Type'.
  7. Process the bill for the primary funding source. The services can be claimed or unclaimed. If necessary, include CCBHC services.
  8. Validate that the ‘Compile Complete’ message is received.
  9. If desired, review the dump file or print the report.
  10. Process the bill for the secondary guarantor. Do not create claims. Include CCBHC services.
  11. Validate that the ‘No Valid Information Found. Please Check The Error Report’ message is received.
  12. Print the report to review the error message.
  13. Click the ‘Required Data Missing: Header and/or Billing/Pay-to Provider Data’ link and verify that the message is: Service ‘xxx’ Service Code (xxx) [date] is still awaiting remittance from private insurance.
  14. Click the Required Data Missing: Patient Claim Data link and verify that the message is: PPS service ‘xxx (1250) [date] cannot be billed until all associated enumerated services are ready to bill.
  15. Close the report.
  16. Close the form.
  17. Open ‘Dictionary Update’
  18. Select the ‘Payor’ file.
  19. Select dictionary ‘Financial Class’, # 1000.
  20. Access the financial class for the primary guarantor.
  21. Change the 'CCBHC Billing - Exclude from check for remittance from private insurance' value to ‘Yes’.
  22. Apply the changes.
  23. Exit the form.
  24. Open ‘Electronic Billing’.
  25. Process the bill for the secondary guarantor. The services can be claimed or unclaimed.
  26. Validate that the ‘Compile Complete’ message is received.
  27. If desired, review the dump file or print the report.
Topics
• 837 Professional • CCBHC • 837 Institutional
Update 35 Summary | Details
837 Institutional
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Fast Financial Eligibility
  • Client Charge Input
  • Discharge
  • Client Ledger
  • Diagnosis
  • Guarantors/Payors
  • Dictionary Update (PM)
  • Electronic Billing
Scenario 1: 837 Institutional - Test Patient Status Code (2300-CL1-03) and Statement Date (2300-DTP)
Specific Setup:
  • Client A:
  • Client was admitted to an inpatient program. Note the admission date.
  • Client has a diagnosis record.
  • Client has a financial eligibility record.
  • Client has closed, unclaimed services that include Roll-Up services.
  • Client Ledger is used to note the dates of service, and the guarantor the liability distributed to.
  • Guarantor/Payors is used to note the financial class of the guarantor the liability distributed to.
  • Client was discharged from the episode on the day after the last day of service. Note the discharge date and type.
  • Dictionary Update:
  • Client file: Dictionary:970: Type Of Discharge
  • Print the dictionary and note the extended dictionary value for 'Patient Status Over-Ride (2300-CL1-03)' for the discharge type noted above.
Steps
  1. Open ‘Electronic Billing’.
  2. Select ‘837-Institutional’ in ‘Billing Form’.
  3. Select the desired ‘Financial Class in ‘Type Of Bill’.
  4. Select ‘Individual’ in ‘Individual Or All Guarantors’.
  5. Select the desired guarantor in ‘Guarantor’.
  6. Select ‘Inpatient’ in ‘Billing Type’.
  7. Select ‘Sort File’ in ‘Billing Options’.
  8. Enter the desired value in ‘File Description/Name’.
  9. Select ‘All Clients’ in ‘All Clients Or Interim Billing Batch’.
  10. Select desired value in ‘Program(s)’.
  11. Select ‘No’ in ‘Create Claims’.
  12. Enter the desired value in ‘First Date Of Service To Include’.
  13. Enter the desired value in ‘Last Date Of Service To Include’.
  14. Select ‘All in ‘Include Primary and/or Secondary Billing.
  15. Click [Process].
  16. Validate the ‘Processing Report’ message contains ‘Compile Complete’.
  17. Click [OK].
  18. Select ‘Dump File’ in ‘Billing Options’.
  19. Select ‘Print’ in ‘Print Or Delete Report’.
  20. Select the desired report in ‘File’.
  21. Click [Process].
  22. Validate that the ‘DTP*434*’ segment includes the admission date and the discharge date.
  23. Validate that the ‘CL1’ segment contains the correct value in the third position.
  24. Close the report.
  25. Close the form.
  26. Create an SQL query, specific to the client, for the 'SYSTEM.billing_tx_history table' and validate the date in the 'the date_to_bill_rollup_service' field.
  27. Close the query.
Topics
• 837 Institutional • NX
Update 36 Summary | Details
Diagnosis
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis Pre-display
  • Diagnosis
  • IMO Diagnosis Search
Scenario 1: Diagnosis form - Adding multiple diagnoses at one time - Registry settings "Default 'Add To Problem List' to "Yes" on New Diagnosis" and "Enable Multiple Diagnosis Search" are enabled.
Specific Setup:
  • Registry Settings:
  • "Default 'Add To Problem List' to "Yes" on New Diagnosis" is set to "Y".
  • "Enable Multiple Diagnosis Search" is set to "Y".
  • Client: Client is identified with no existing Diagnosis record.
Steps
  1. Open "Diagnosis" form.
  2. Select desired client in the "Select Client" field and click "Select".
  3. When records are on file, the Diagnosis Pre-display will display. Click "Add".
  4. Select a "Type of Diagnosis".
  5. Enter a "Date of Diagnosis".
  6. Enter a "Time of Diagnosis".
  7. To add more than one diagnosis at a time, click [Add Multiple].
  8. The "Powered by IMO Problem(IT) Terminology" search will display.
  9. Enter a practitioner to assign to all selected diagnosis in the "Default Diagnosing Practitioner" field (optional)
  10. Select a "Status" to default for all entries (optional)
  11. In the "Powered by IMO Problem(IT) Terminology" search box, enter a diagnosis code or description. Either press [Enter] or click the search icon to the right of the field to initiate the search.
  12. A list of diagnoses matching the search criteria will display.
  13. To view a description of the diagnosis, click anywhere on the line item.
  14. Click on the "+" plus sign to select the diagnosis. It will be added to the "Conditions" column.
  15. Continue to search and select diagnosis. Up to 12 diagnoses can be added to the list at one time.
  16. Click 'OK' to accept the list and return to the "Diagnosis" display.
  17. Verify the selected diagnoses populate the "Diagnosis" grid.
  18. Edit each diagnosis as desired to validate that the ‘Diagnosis’, ‘Add to Problem List’; and ‘Diagnosis Practitioner’ are correct and to select the ‘Ranking.
  19. Click [Submit].
  20. Return to the form to validate that the selected diagnoses exist.
  21. Close the form.
Topics
• Diagnosis
Update 41 Summary | Details
SYSTEM.billing_271_bene_fino table - Data validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
  • Purge Billing Files
Scenario 1: Load & Go - Install update and verify successful installation
Specific Setup:

N/A

Steps

N/A

Scenario 2: Validate 'Purge Billing Files' when '271 Batch' is selected to purge.
Specific Setup:
  • At least two 271 batch(es) are identified. Note the batch numbers.
Steps
  1. Open 'Purge Billing Files'.
  2. Select '271 Batch' in 'Billing List to Purge'.
  3. Enter a date in 'Date Created Start Date'.
  4. Enter a date in 'Date Created End Date'.
  5. Select 'None' in 'File Selection Default'.
  6. Click [Select File(s) to Purge].
  7. Select the first row, noting the 'Date Created' and 'Batch Name'.
  8. Click [OK].
  9. Click [Submit].
  10. Click [OK].
  11. Repeat steps 1 - 7.
  12. Verify that the batch that was deleted is not present by confirming that the deleted 'Date Created' and 'Batch Name' are not included in the grid.
Eligibility Response Report - Run report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Scenario 1: Load & Go - Install update and verify successful installation
Specific Setup:

N/A

Steps

N/A
Topics
• Database Management • Purge Billing Files
Update 52 Summary | Details
'Client Ledger' report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Client Ledger
Scenario 1: 'Client Ledger' report - validate fields have no overlaps
Specific Setup:
  • Client with a Guarantor and Services filed (Client A).
Steps
  1. Access the 'Client Ledger' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  4. Select "Crystal" in the 'Ledger Type' field.
  5. Click [Process].
  6. Review the report and verify the following:
  7. 'Service Description' field does not overlap with 'Units' field.
  8. 'Guarantor' field does not overlap with 'Guarantor Liability' field.
  9. Validate the 'Line Balance' field is not cut off.
  10. Close the report.
Topics
• Client Ledger • NX
Update 56 Summary | Details
Demographics - Client Declined To Provide Information On The Following
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Pre Admit
  • Update Client Data
  • Crystal Reports or other SQL Reporting tool (PM Namespace)
  • Dictionary Update (PM)
Scenario 1: Pre Admit Client - Add Client
Specific Setup:
  • There must be a practitioner defined (Practitioner A).
Steps
  1. Access the 'Pre Admit' form.
  2. Enter any value in the 'Last Name' and 'First Name' fields.
  3. Select any value in the 'Sex' field.
  4. Click [New Client] and [Yes].
  5. Validate the form displays the values populated in the previous steps.
  6. Enter the desired value in the 'Date of Birth' field.
  7. Enter the desired value in the 'Preadmit/Admission Date' field.
  8. Enter the desired value in the 'Preadmit/Admission Time' field.
  9. Select any value in the 'Program' field.
  10. Select any value in the 'Type of Admission' field.
  11. Enter and select "Practitioner A" in the 'Admitting Practitioner' field.
  12. Click [Expected Date of Admission T].
  13. Enter and select "Practitioner A" in the 'Scheduled Admitting Practitioner' field.
  14. Enter any value in the 'Social Security Number' field.
  15. Enter any value in the 'Pre-Admission Diagnosis' field and press the "Enter" key.
  16. Validate "Powered By IMO Terminology" displays below the search results.
  17. Select the desired value.
  18. Populate any desired fields.
  19. Select 'Demographics'.
  20. Select 'Ethnic Origin', 'Race', and 'Language' in 'Client Declined To Provide Information On the Following'.
  21. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are disabled.
  22. Click [Submit].
  23. Access the 'Pre Admit' form for the same client in 'Edit' mode.
  24. Select 'Demographics'.
  25. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are disabled.
  26. Deselect 'Ethnic Origin', 'Race', and 'Language' in 'Client Declined To Provide Information On the Following'.
  27. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are enabled.
  28. Select desired values for 'Primary Language', 'Client Race', and 'Ethnic Origin'.
  29. Click [Submit].
  30. Access the 'Pre Admit' form for the same client in 'Edit' mode.
  31. Select 'Demographics'.
  32. Validate that the submitted data was retained in 'Primary Language', 'Client Race', and 'Ethnic Origin'.
  33. Close the form.
Scenario 2: Admission - Inpatient - Admit New Client
Steps
  1. Access the 'Admission' form.
  2. Enter the desired value in the 'Last Name' field.
  3. Enter the desired value in the 'First Name' field.
  4. Select any value in the 'Sex' field.
  5. Click [Search], [New Client], and [Yes].
  6. Enter any value in the 'Date of Birth' field.
  7. Enter any value in the 'Preadmit/Admission Date' field.
  8. Enter any value in the 'Preadmit/Admission Time' field.
  9. Select any value in the 'Type of Admission' field.
  10. Select any value in the 'Source Of Admission' field.
  11. Enter / Select data for required fields.
  12. Select the 'Demographics' section.
  13. Select 'Ethnic Origin', 'Race', and 'Language' in 'Client Declined To Provide Information On the Following'.
  14. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are disabled.
  15. Enter other desired data.
  16. Click [Submit].
  17. Access the 'Admission' form for the same client.
  18. Select the 'Demographics' section.
  19. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are disabled.
  20. Deselect 'Ethnic Origin', 'Race', and 'Language' in 'Client Declined To Provide Information On the Following'.
  21. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are enabled.
  22. Select desired values for 'Primary Language', 'Client Race', and 'Ethnic Origin'.
  23. Click [Submit].
  24. Access the 'Admission' form for the same client.
  25. Select the 'Demographics' section.
  26. Validate that the submitted data was retained in 'Primary Language', 'Client Race', and 'Ethnic Origin'.
  27. Close the form.
Scenario 3: Update Client Data form - field validations
Specific Setup:
  • Select a client to use in 'Update Client Data' that has no values in 'Primary Language', 'Client Race', or 'Ethnic Origin'.
Steps
  1. Access the 'Update Client Data' form.
  2. Validate the following fields:
  3. 'Last Name'.
  4. 'First Name'.
  5. 'Sex'.
  6. Select 'Ethnic Origin', 'Race', and 'Language' in 'Client Declined To Provide Information On the Following'.
  7. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are disabled.
  8. Click [Submit].
  9. Access the 'Update Client Data' form.
  10. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are disabled.
  11. Deselect 'Ethnic Origin', 'Race', and 'Language' in 'Client Declined To Provide Information On the Following'.
  12. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are enabled.
  13. Select desired values for 'Primary Language', 'Client Race', and 'Ethnic Origin'.
  14. Click [Submit].
  15. Access the 'Update Client Data' form.
  16. Select 'Demographics'.
  17. Validate that the submitted data was retained in 'Primary Language', 'Client Race', and 'Ethnic Origin'.
  18. Close the form.
Scenario 4: Admission (Outpatient) - Admit New Client
Steps
  1. Access the 'Admission (Outpatient)' form.
  2. Enter the desired value in the 'Last Name' field.
  3. Enter the desired value in the 'First Name' field.
  4. Select any value in the 'Sex' field.
  5. Click [Search], [New Client], and [Yes].
  6. Enter any value in the 'Date of Birth' field.
  7. Enter any value in the 'Preadmit/Admission Date' field.
  8. Enter any value in the 'Preadmit/Admission Time' field.
  9. Select any value in the 'Type of Admission' field.
  10. Select any value in the 'Source Of Admission' field.
  11. Enter / Select data for required fields.
  12. Select the 'Demographics' section.
  13. Select 'Ethnic Origin', 'Race', and 'Language' in 'Client Declined To Provide Information On the Following'.
  14. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are disabled.
  15. Enter other desired data.
  16. Click [Submit].
  17. Access the 'Admission (Outpatient)' form for the same client.
  18. Select the 'Demographics' section.
  19. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are disabled.
  20. Deselect 'Ethnic Origin', 'Race', and 'Language' in 'Client Declined To Provide Information On the Following'.
  21. Validate that 'Primary Language', 'Client Race', and 'Ethnic Origin' are enabled.
  22. Select desired values for 'Primary Language', 'Client Race', and 'Ethnic Origin'.
  23. Click [Submit].
  24. Access the 'Admission (Outpatient)' form for the same client.
  25. Select the 'Demographics' section.
  26. Validate that the submitted data was retained in 'Primary Language', 'Client Race', and 'Ethnic Origin'.
  27. Close the form.
Topics
• Pre Admit • Admission • Update Client Data • NX • Admission (Outpatient)
Update 59 Summary | Details
File Import - 'Deposit Entry' file type
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guarantors/Payors
  • Financial Eligibility
  • Recurring Client Charge Input (Charge Fee Access)
  • Client Ledger
  • Discharge
  • File Import
  • Crystal Report Viewer
  • Program Maintenance
  • Service Codes
  • Posting/Adjustment Codes Definition
  • Deposit Entry
Scenario 1: File Import - Deposit Entry - Posting a deposit for a discharged client /episode
Specific Setup:
  • Registry Setting:
  • Set the 'Avatar PM->System Maintenance->File Import->->->Import File Delimiter' registry setting to the desired value.
  • Guarantors/Payor:
  • An existing guarantor is identified to be assigned to the client. Note the guarantor code/value.
  • Program Maintenance:
  • Identify an existing program code / value to be used for client's admission.
  • Identify the location of the program to be used for Client's admission.
  • Admission:
  • An inpatient or outpatient client is created using the program identified above or an existing client is identified. Note the Client id/name, admission date/program.
  • Financial Eligibility:
  • The existing guarantor is assigned to the client.
  • Service code:
  • An existing service code to be used with inpatient/ outpatient program is identified. Note the service code for further validation.
  • Posting/Adjustment Code Definition:
  • An existing payment, adjustment or transfer code is identified to be used. Note the code and type of the code.
  • Discharge:
  • Client is discharged after 5 days from admission date. Note the discharge date.
  • File Import:
  • An import file is created to process the deposit entry. Ensure that the 'Date of Receipt or adjustment' is greater than discharge date. The file contains all required fields and desired optional fields. Ensure Note the file name / location of the file.
Steps
  1. Open the 'File Import' form.
  2. Select the 'Deposit Entry' from the File Type field.
  3. Upload the file Import file created in the setup section.
  4. Compile the file.
  5. Verify the file compiles successfully.
  6. Post the compiled file.
  7. Verify the file posted successfully.
  8. Open the 'Client Ledger' for the client.
  9. Process the report.
  10. Verify the client ledger displays the deposit entry correctly.
  11. Close the Report.
  12. Close the form.
Scenario 2: File Import - Deposit Entry' - Posting a file for the active client/episode
Specific Setup:
  • Registry Setting:
  • Set the 'Avatar PM->System Maintenance->File Import->->->Import File Delimiter' registry setting to the desired value.
  • Guarantors/Payor:
  • An existing guarantor is identified to be assigned to the client. Note the guarantor code/value.
  • Program Maintenance:
  • Identify an existing program code / value to be used for client's admission.
  • Identify the location of the program to be used for Client's admission.
  • Admission:
  • An inpatient or outpatient client is created using the program identified above or an existing client is identified. Note the Client id/name, admission date/program.
  • Financial Eligibility: The existing guarantor is assigned to the client.
  • Service code:
  • An existing service code to be used with inpatient/ outpatient program is identified. Note the service code for further validation.
  • Posting/Adjustment Code Definition:
  • An existing payment, adjustment or transfer code is identified to be used. Note the code and type of the code.
  • File Import:
  • An import file is created to process the deposit entry. Ensure that the file contains all required fields and desired optional fields. Note the file name / location of the file.
Steps

1. Open the 'File Import' form.

2. Select the 'Deposit Entry' from the File Type field.

3. Upload the file Import file created in the setup section.

4. Compile the file.

5. Verify the file compiles successfully.

6. Post the compiled file.

7. Verify the file posted successfully.

8. Open the 'Client Ledger' for the client.

9. Process the report.

10. Verify the client ledger displays the deposit entry correctly.

11. Close the Report.

12. Close the form.

Scenario 3: Deposit Entry - Submitting deposit entry using 'Deposit Entry' form for discharged client
Specific Setup:
  • Guarantors/Payor:
  • An existing guarantor is identified to be assigned to the client. Note the guarantor code/value.
  • Program Maintenance:
  • Identify an existing program code / value to be used for client's admission.
  • Identify the location of the program to be used for Client's admission.
  • Admission:
  • An inpatient or outpatient client is created using the program identified above or an existing client is identified. Note the Client id/name, admission date/program.
  • Financial Eligibility:
  • The existing guarantor is assigned to the client.
  • Service code:
  • An existing service code to be used with inpatient/ outpatient program is identified. Note the service code for further validation.
  • Posting/Adjustment Code Definition:
  • An existing payment, adjustment or transfer code is identified to be used. Note the code and type of the code.
  • Discharge:
  • Client is discharged after 5-6 days from admission date. Note the discharge date.
Steps
  1. Open the 'Deposit Entry' form.
  2. Enter desired date that is greater than discharge date in the 'Date Of Receipt Or Adjustment' field.
  3. Validate the system accepts the date outside of the episode.
  4. Enter desired client in the 'Client ID' field.
  5. Select the desired episode in the 'Episode Number' field.
  6. Validate the 'Program Of Service' field contains the correct value.
  7. Validate the 'Location' field contains the associated locations defined in the 'Program Maintenance' from for the admission program.
  8. Enter the desired value in the 'Service Code' field.
  9. Select the desired value in the 'Guarantor' field.
  10. Enter the desired value in the 'Amount To Post' field.
  11. Select the desired value in the 'Posting Code' field.
  12. Click [Submit].
  13. Open the 'Client Ledger' form.
  14. Verify the deposit entry displays in the form correctly.
  15. Close the report.
  16. Close the form.
Topics
• Deposit Entry • File Import • NX
Update 60 Summary | Details
Update Client Data - Change client name
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick Actions Page
  • Update Client Data
Scenario 1: Quick Action - Update Client Data - Validate name change
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admission:
  • A new client is admitted. Note the client id/name.
Steps
  1. Select the test client.
  2. Navigate to the 'Quick Actions' widget.
  3. Locate the 'Update Client Data' Quick Action.
  4. Click 'Add' button.
  5. Change the client's first and last name.
  6. Fill in all other fields.
  7. Click 'Save'.
  8. Open the 'Update Client Data' form.
  9. Validate the first and last name are changed.
  10. Using SQL, validate the name change is reflected in the columns, patient_name, patient_name_first, patient_name_last in SYSTEM.patient_current_demographics SQL.
Topics
• Update Client Data
Update 61 Summary | Details
'External Documents' widget - Search process
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareConnect HIE Configuration
  • Consent For Access
  • External Documents
  • Dictionary Update (PM)
Scenario 1: 'External Documents' widget - Validation when 'Carequality' is enabled and 'Consent Model' is "Opt Out"
Specific Setup:
  • Carequality is enabled in the 'CareConnect HIE Configuration' form.
  • One or more organizations are defined as favorites in the 'Organization: Exceptions and Favorites' field.
  • "Query" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network and an organization in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains CCDs from:
  4. Any organization(s) defined as "Favorite" in the 'Carequality Configuration' section of the 'CareConnect HIE Configuration' form
  5. Any organization with consent granted in 'Consent for Access'
  6. All networks in the Network List
  7. Click [View] for any CCD.
  8. Validate the CCD displays in the 'Console Widget Viewer',
  9. Click [Close All].
Scenario 2: 'External Documents' widget - Validation when 'Carequality' is enabled and 'Consent Model' is "Query"
Specific Setup:
  • Carequality is enabled in the 'CareConnect HIE Configuration' form.
  • One or more organizations are defined as favorites in the 'Organization: Exceptions and Favorites' field.
  • "Query" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network and an organization in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains CCDs from:
  4. Any organization(s) defined as "Favorite" in the 'Carequality Configuration' section of the 'CareConnect HIE Configuration' form
  5. Any organization with consent granted in 'Consent for Access'
  6. All networks in the Network List
  7. Click [View] for any CCD.
  8. Validate the CCD displays in the 'Console Widget Viewer',
  9. Click [Close All].
Scenario 3: 'External Documents' widget - Validation when 'Carequality' is disabled and 'Consent Model' is "Opt In"
Specific Setup:
  • Carequality is disabled in the 'CareConnect HIE Configuration' form.
  • "Opt In" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network (Network A) in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains a CCD from "Network A".
  4. Click [View].
  5. Validate the CCD displays in the 'Console Widget Viewer',
  6. Click [Close All].
Scenario 4: 'External Documents' widget - Validation when 'Carequality' is enabled and 'Consent Model' is "Opt In"
Specific Setup:
  • Carequality is enabled in the 'CareConnect HIE Configuration' form.
  • One or more organizations are defined as favorites in the 'Organization: Exceptions and Favorites' field.
  • "Opt In" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network and an organization in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains CCDs from:
  4. Any organization(s) defined as "Favorite" in the 'Carequality Configuration' section of the 'CareConnect HIE Configuration' form
  5. Any organization with consent granted in 'Consent for Access'
  6. Any network with consent granted in 'Consent for Access'
  7. Click [View] for any CCD.
  8. Validate the CCD displays in the 'Console Widget Viewer',
  9. Click [Close All].
Scenario 5: Dictionary Update - Validate the 'Network' dictionary
Specific Setup:
  • The 'CareConnect HIE Configuration' form must be configured to upload CCDs to a Health Information Exchange.
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select the "Print Dictionary" section.
  3. Select "Client" in the 'File' field.
  4. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  5. Select "(36020) Network" in the 'Data Element' field.
  6. Click [Print Dictionary].
  7. Validate the report displays all configured networks.
  8. Close the report and the form.
'External Documents' widget - 'Organization' column
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form and Table Documentation (PM)
Scenario 1: Form and Table Documentation - Validate the 'SYSTEM.external_documents' table
Specific Setup:
  • Crystal Reports or other SQL reporting tool is required.
Steps
  1. Access the 'Form and Table Documentation' PM form.
  2. Select "Table" in the 'Type of Documentation' field.
  3. Select "SYSTEM.external_documents" in the 'Table(s) to be Documented' field.
  4. Click [Process].
  5. Validate the 'SQL Table Documentation' window is displayed for the 'SYSTEM.external_documents' SQL table.
  6. Validate the 'organization' column has a max length of "4096".
  7. Click [Dismiss] and close the form.
Topics
• Consent for Access • External Document Widget • Dictionary • Query/Reporting • Form and Table Documentation