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Avatar PM 2023 Quarterly Release 2023.03 Details

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Product Requirements and Recommendations

Avatar PM required
RADplus required

  • Avatar PM 2023 is Installed
    Installation will upgrade to the 2023 version. This will not change any current functionality.
Included Updates
None
Product Update Description
Avatar PM 2022 is updated to Avatar PM 2023
Topics
• Upgrade
  • Roll-Up service definition - Component modifiers
    The 'Do Not Include Component Modifiers in Roll-Up Service' registry setting is added.
Included Updates
None
Product Update Description
The 'Do Not Include Component Modifiers in Roll-Up Service' registry setting is added.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • Roll-Up Services Definition • NX • Registry Settings
  • SYTEM.billing_guar_table - Require Subscriber Group Number
    Two new SQL fields 'req_sub_group_num_code' and 'req_sub_group_num_value' are added to the 'SYSTEM.billing_guar_table' to store the data from the 'Require Subscriber Group Number’ field of the 'Guarantors/Payors'.
  • Program Transfer - Inpatient and outpatient episode
    Verify the client transfers to different program from the admission program using 'Program Transfer' or 'Program Transfer (Outpatient)' form successfully.
Included Updates
None
Product Update Description
The 'Require Subscriber Group Number' field is added to the table SYSTEM.billing_guar_table.
Topics
• Database Tables • Guarantor/Payors • Program Transfer
  • The 'Disable Demographics Section On Discharge Form' registry setting
    Ensure the 'Disable Demographics Section On Discharge Form' registry setting does not disable the 'Demographics' section on the 'Admission' form when enabled.
Included Updates
None
Product Update Description
An issue is resolved where setting the 'Disable Demographics Section On Discharge Form' registry setting to "Y" also incorrectly disables the 'Demographics' section on the 'Admission' form.
Topics
• Registry Settings • Admission • Discharge
  • Web services - WEBSVC.AppointmentScheduling V2
    Resolves an issue to ensure that new appointments are successfully added through WEBSVC.AppointmentScheduling V2 web service.
Included Updates
None
Product Update Description
An issue is resolved where new appointments added through the WEBSVC.AppointmentSchedulingV2 web service will result in the error "[UNDEFINED]LoadCommonDisciplines+20_HRADDisciplineCheck *II".
Topics
• Web Services • Problem List
  • Avatar PM 'Summary Trial Balance Report'
    An issue is resolved to ensure that all Revenue Group (RRG) values are included in .CSV (comma-separated value) export format Avatar PM 'Summary Trial Balance Report' Revenue Group and Grand Total information/results.
Included Updates
None
Product Update Description
The issue with the 'Summary Trial Balance Report' where the grand totals are not correct when "Yes" is selected in the 'Export Detail Information to CSV' field is resolved.
Topics
• Summary Trial Balance Report
  • Quick Billing
    Quick Billing functionality has been improved to prevent the form from being submitted more than one time if a time out error is received.
Included Updates
None
Product Update Description
The 'Quick Billing' form is modified to not process the same quick billing again if middleware times out and tries to re-process.
Topics
• Quick Billing • NX
  • Avatar PM 'Enable Submitter Identification Definition' Registry Setting
    The 'Enable Submitter Identification Definition' Registry Setting is updated to allow for inclusion of additional fields in the 'Submitter Identification Definition' form and support in 'Electronic Billing' 837 file generation.
    The following fields will be added to the Avatar PM 'Submitter Identification Definition' form where Avatar PM 'Enable Submitter Identification Definition' Registry Setting includes value '3': * 'Authorization Number' * 'Program Taxonomy 2000A-PRV-03' * 'Billing Provider Primary Identification Code Qualifier (2010AA-NM1-08)' * 'Billing Provider Primary Identification # (2010AA-NM1-09)' * 'Billing Provider Secondary Identification Number (2010BB-REF-02)' * 'Facility Identification Code Qualifier (837P-2310C / 837P-2420C / 837I-2310E-NM1-08)' * 'Facility Identification Code (837P-2310C / 837P-2420C / 837I-2310E-NM1-09)' * 'Facility Reference Identification Qualifier (837P-2310C / 837P-2420C / 837I-2310E-REF-01)' * 'Facility Reference Identification (837P-2310C / 837P-2420C / 837I-2310E-REF-02)' Avatar PM 'Electronic Billing' 837 Professional and 837 Institutional file compilation/generation is updated to use these Submitter Identification Definition values where dictated by Guarantor/Program Billing Defaults setup. For more information, please refer to the updated details/description for Avatar PM 'Enable Submitter Identification Definition' Registry Setting.
Included Updates
None
Required Updates
Avatar PM 2022 Update 153
Product Update Description
The 'Enable Submitter Identification Definition' registry setting is updated to include new fields in the 'Submitter Identification Definition' form. The 'Electronic Billing' 837 Institutional and 837 Professional are updated to pull the values from those new fields where appropriate.
Topics
• Registry Settings • Electronic Billing • NX • 837 Professional • 837 Institutional
  • Spreadsheet Batch Remittance Posting
    Functionality for 'Spreadsheet Batch Remittance Posting' has been updated. Note: A future Middleware update (RADplus Client Update 2023.01.00) will be required for full functionality.
    • The registry setting 'Distribute Claim/Service Level Adjustments (2100/2110-CAS) Across All Services' is updated to function with the 'Spreadsheet Batch Remittance Posting' form. • The registry setting 'Allow User To Continue Filing With Mismatch In Amounts To Post' is updated to allow filing with mismatch based on 'User Security Level'. • The registry setting 'Allow Posting of Zero Dollar Payment' is added and allows zero dollar payments to be entered in the 'Spreadsheet Batch Remittance Posting' form. • The logic associated to the 'Allow Adjustment Reversals' field in the 'Guarantor/Payors' form is updated to function with the 'Spreadsheet Batch Remittance Posting' form. • The 'Spreadsheet Batch Remittance Posting' form is updated to allow entry of claim adjustment group and reason codes along with adjustment amounts. • The 'Batch Remittance Posting Report' form is added and will launch a report of claim information from both the 'Spreadsheet Batch Remittance Posting' form and the 835.
Included Updates
None
Additional Requirements
A future Middleware update (RADplus Client Update 2023.01.00) will be required for full functionality.
Product Update Description
The following is included: 1) The registry setting 'Distribute Claim/Service Level Adjustments (2100/2110-CAS) Across All Services' is updated to function with the 'Spreadsheet Batch Remittance Posting' form. 2) The registry setting 'Allow User To Continue Filing With Mismatch In Amounts To Post' is updated to allow filing with mismatch based on 'User Security Level'. 3) The registry setting 'Allow Posting of Zero Dollar Payment' is added and allows zero dollar payments to be entered in the 'Spreadsheet Batch Remittance Posting' form. 4) The logic associated to the 'Allow Adjustment Reversals' field in the 'Guarantor/Payors' form is updated to function with the 'Spreadsheet Batch Remittance Posting' form. 5) The 'Spreadsheet Batch Remittance Posting' form is updated to allow entry of claim adjustment group and reason codes along with adjustment amounts. 6) The 'Batch Remittance Posting Report' form is added and will launch a report of claim information from both the 'Spreadsheet Batch Remittance Posting' form and the 835. Note: A myAvatar update or upgrade is required for full functionality.
Topics
• Spreadsheet Batch Remittance Posting • Claim Follow-up
  • 'Client Admission' web service
    Ensure the ability to file admissions via the 'Client Admission' web service.
Included Updates
None
Required Updates
Avatar PM 2022 Update 118
Product Update Description
The error [UNDEFINED]displayMNSymbol+10^HRADWebServiceAdmit *symbols, which could occur with the Admission web service, is resolved.
Topics
• Admission • Web Services
  • SQL table - RADplus_IMO_Results table
    Resolves an issue to ensure that the records are restored where SNOMED codes may be missing from the SYSTEM.RadPlusIMOResults table.
Included Updates
None
Product Update Description
An issue is resolved where SNOMED codes may be missing from the SYSTEM.RadPlusIMOResults table.
Topics
• Problem List
  • Claim Follow-Up
    An issue has been resolved to ensure that the 'Data Entry By' field on the 'Claim Follow-Up' populates correctly.
Included Updates
None
Product Update Description
An issue has been resolved in the form 'Claim Follow-Up' where 'Data Entry By' field does not display.
Topics
• Claim Follow-up
  • HCFA 1500
    An error has been to ensure that the second line of the address does not show 'None' when it should show the value from the 'Guarantor/Program Billing Defaults' template.
Included Updates
None
Product Update Description
The issue with the "HCFA-1500" generated using the 'Print Bill' form where "NONE" could be included in form locator 32 when it should not be is resolved.
Topics
• Print Bill • NX
  • Progress Notes (Group and Individual)
    A modification has been made to Progress Notes (Group and Individual) to ensure that the following error is not received upon submission of notes: '[SUBSCRIPT]AuthResult+36^HRADAuthCheck^PAYAUTH'.
    Note: Avatar CWS 2023 Update 7 is required for full functionality.
Included Updates
None
Product Update Description
The hard error '[SUBSCRIPT]AuthResult+36^HRADAuthCheck^PAYAUTH' that may occur in the 'Progress Notes (Group and Individual)' form is resolved.
Topics
• Payor Based Authorizations • NX
  • The 'BedAssignment' web service
    The 'WEBSVC.BedAssignment' web service is added with the following methods: -AddBedAssignment -DeleteBedAssignment -EditBedAssigment -GetDictionaryItems
Included Updates
None
Product Update Description
The 'BedAssignment' web service is added.
Topics
• Bed Assignment • Web Services • Delete Bed Assignment
  • SQL Table - SYSTEM.billing_tx_master_table
    Resolves an issue to ensure that the 'SYSTEM.billing_tx_master_table' table is updated to increase the maximum character length on the 'discipline_code' field.
Included Updates
None
Product Update Description
An issue is resolved where the 'discipline_code' field within the 'billing_tx_master_table' may show incomplete data.
Topics
• Database Tables • NX
  • Site Specific Section Modeling - Add-On Service fields
    An issue has been resolved that may prevent 'Multiple Add-On Service' fields from being enabled on the "Site Specific Section Modeling" form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is set to 'Y'.
Included Updates
None
Product Update Description
An issue is resolved that may prevent 'Multiple Add-On Service' fields from being enabled when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is set to 'Y'.
Topics
• Site Specific Section Modeling • Progress Notes
  • Client Search - Search on subscriber policy # or Medicaid #
    An issue has been resolved where a client may be listed with an incorrect subscriber policy number or Medicaid number.
Included Updates
None
Product Update Description
An issue is resolved where a client may be listed with an incorrect subscriber policy number or Medicaid number.
Topics
• Admission • Financial Eligibility
  • 'Account Receivable Console' widget - 'Claim Follow-Up Entry' section
    Resolves an issue to ensure the 'Copy Note' button is not disabled upon selecting a checkbox in the 'Follow-Up Notes' grid on 'Claim Follow-Up Entry' tab of 'Account Receivable Console' widget.
Included Updates
None
Product Update Description
The issue is resolved where the 'Copy Note' button is disabled upon selecting a checkbox in the 'Follow-Up Notes' grid on 'Claim Follow-Up Entry' tab of 'Account Receivable Console' widget.
Topics
• Accounts Receivable Management
  • Dictionary Update - Print dictionary
    An issue is resolved in the "Dictionary Update" form when printing "All Data Elements" and the following hard error can occur: 10156: com.ntst.radplus.common.RADPlusException: [UNDEFINED]PFIELD2^GUIRCO1^RCO(1,XXXXX,"B32AEEF9-1AF0-44C7-8FA9-9528E3826008","HIE").
Included Updates
None
Product Update Description
An error '[UNDEFINED]PFIELD2^GUIRCO1' that may occur when filing 'Dictionary Update' 'Print Dictionary' has been resolved.
Topics
• Dictionary
  • Program Transfer & Program Transfer (Outpatient)
    An issue has been resolved to ensure that the transfer completes in the Program Transfer & Program Transfer (Outpatient) forms.
Included Updates
None
Product Update Description
An issue in form 'Program Transfer' is resolved where the default unit for program is not available for selection.
Topics
• Edit Service Information • Program Transfer
  • SQL Table - SYSTEM.inhibit_billing
    Resolves an issue to ensure that the SYSTEM.inhibit_billing sql table is updated with the updated client id when 'Change MR#' processed for the client.
  • File Import - Client Charge Input
    A non-billable service imported through 'File Import' client charge input file with the 'Billable (Inhibit Billing)' field set to "N" is inhibited from billing correctly and the 'CLIENT INHIBITED FROM BILLING (SERVICE DATE LESS THAN 1 YEAR)' widget and the 'Inhibited Services For Billing report' is updated to display the client and inhibited service.
Included Updates
None
Product Update Description
Client Charge Input file import is updated to file data into 'SYSTEM.inhibit_billing' table for services that are marked inhibited from billing. Additionally, an issue is resolved where the 'SYSTEM.inhibit_billing' table is not updated during Change MR process.
Topics
• Inhibit Billing • File Import • Database Tables
  • Scheduling Calendar - Group Appointment
    Scheduling Calendar has been updated to successfully complete the check in process for a group member.
Included Updates
None
Product Update Description
An error "Error:[UNDEFINED]CheckIn+402_HOAPFrontDeskCheckInAPI" produced in 'Scheduling Calendar' is resolved.
Topics
• Appointment Management
  • Default Guarantor Assignment - Cross Episode Financial Eligibility
    An issue is resolved to ensure that the Cross Episode Financial Eligibility record is not duplicated if the client has existing values and a new admission is filed.
  • Financial Eligibility - Web Services
    An issue is resolved to ensure that the Financial Eligibility and Cross Episode Financial Eligibility web services file successfully.
Included Updates
None
Product Update Description
The following issues are resolved: 1) Duplicate guarantors could be added to 'Cross Episode Financial Eligibility' when using the 'Default Guarantor Assignment' form to assign multiple guarantors during filing of admission. 2) The WEBSVC.FinancialEligibility and the WEBSVC.CrossEpisodeFinancialEligibility web services could result in the error "[UNDEFINED]checkDictionaryCodes+19_HRADWebServiceAPI2_B(0,100002)" when the registry setting 'Enable Default Guarantor Assignment' is enabled.
Topics
• Registry Settings • Financial Eligibility • NX • Default Guarantor Assignment • Web Services • Cross Episode Financial Eligibility
  • Admission - 'Activate Program/Service Code Filter' registry setting
    Ensure the 'Admission' form respects the 'Activate Program/Service Code Filter' registry setting in the 'Daily Charge Codes', 'Admission Charge Codes', and 'Room and Board Billing Codes' fields.
Included Updates
None
Product Update Description
The 'Daily Charge Code', 'Admission Charge Code', and 'Room And Board Billing Code' aren't being populated when assigning a bed during Admission based on the selected/assigned services in Program Maintenance.
Topics
• Admission • Registry Settings
  • Web Services - PostingAdjustmentCodes
    Resolves an issue to ensure that the Posting/Adjustment web service can update the code definition of the posting code successfully.
  • Registry Settings - Enable Alternative Service Location Fields - Electronic billing validation
    Resolves an issue to ensure that the electronic bill compiles successfully when one of the service has an incomplete information for alternate service facility location and it is outside of the service rage compiled.
  • Guarantors/Payors - Database Management
    The 'SYSTEM.billing_guar_table_835' table has been modified to retain data from the 'Allow Extended Matching Criteria in 835 Remittance Posting' field in the '835' section of the 'Guarantors/Payors' form.
  • Managed Care Authorizations - Monthly Limitation
    The functionality for 'Managed Care Authorizations' has been modified to enforce the monthly limit when scheduling appointments.
Included Updates
16
Product Update Description
The following issues are resolved: 1) Posting/Adjustment Codes web service will not allow editing of code description. 2) 837 compile report will include errors for services that are not inclusive of the billing date range when the 'Enable Alternative Service Location Fields' registry setting is enabled, and the client has a service with incomplete alternative location data. 3) Value selected in the 'Allow Extended Matching Criteria in 835 Remittance Posting' field on the 'Guarantors/Payors' form (835 section) is not filed in the 'SYSTEM.billing_guar_table_835' table. 4) Managed Care Authorizations with a defined monthly unit limit are not validated properly when scheduling an appointment.
Topics
• Web Services • 837 Professional • 837 Institutional • NX • 835 • Guarantor/Payors • Managed Care Authorizations
  • 99999 Services Report
    The functionality for the '99999 Services Report' has been updated to default the 'Run Report By' field to 'All Services' and enable the 'Export' button when entering the form. The 'Service From Date' and the 'Service To Date' prompts are enabled and required when the 'Run Report By' field is changed to 'Service Dates'. The 'Month/Year of Accounting Period Close' prompt is enabled and required when the 'Run Report By' field is changed to 'Accounting Period'.
Included Updates
None
Product Update Description
In the '99999 Services Report' form, an issue is resolved where the 'Service From Date' and the 'Service To Date' prompts and the 'Export' button are initially disabled, and do not become enabled until a selection is made in the 'Run Report By' prompt, even if the 'Run Report By' prompt defaults to "All services".
Topics
• Financial Eligibility • Database Management
  • Web Service - WEBSVC.AppointmentScheduling.CLS
    The 'FileClientChargeInputICD10' method of the client charge input web service and the 'AddAppointment' method of the 'Appointment Scheduling' web service files successfully.
  • Edit Service Information - Editing service for the client
    Resolves an issue to ensure that client's service can be updated successfully in the 'Edit Service Information' form.
  • Widget - Advanced Billing Rule Failed Compliance
    The 'Advanced Billing Rule Failed Compliance' widget displays the ICD-10 diagnosis code in the 'Dx Code' field.
  • File Import - Roll-Up Services Definition
    Resolves an issue to ensure that the 'Roll-Up Services Definition' file import process will successfully compile the file import file that contains any record where the 'Practitioner Category' field has multiple values.
Included Updates
7
Product Update Description
The following issues are resolved: 1) Filing Client Charge Input web service might result in "[SYNTAX]Action+178_HRADWebServiceAPI2" error. 2) Editing a service in the 'Edit Service Information' form might result in "[SUBSCRIPT]FindAdmissionProgram+2^HRADProgramLoad" error. 3) Advanced Billing Rule Failed Compliance widget will always show ICD-9 diagnosis codes in the 'Dx Code' column. 4) Roll-Up Services Definition file import process will reject any record where the 'Practitioner Category' field has multiple ampersand delimited values.
Topics
• Add New Appointment • Web Services • Edit Service Information • NX • Advanced Billing Rule Definition • File Import • Roll-Up Services Definition
  • File Import - Deposit Entry
    An issue is resolved in File Import - Deposit Entry to ensure printing a compiled report completes successfully.
Included Updates
None
Product Update Description
An issue is resolved when selecting the file type 'Deposit Entry' in the 'File Import' form, where printing a compiled import file would result in a "Database Connector Error".
Topics
• Deposit Entry • File Import • Roll-Up Services Definition • NX
  • Dictionary Update - Payor
    A new extended dictionary called 'CCBHC - Exclude from check for remittance from private insurance' will be added to the financial class dictionary in the Payor file.
Included Updates
None
Product Update Description
The extended dictionary 'CCBHC Billing - Exclude from check for remittance from private insurance' ('Payor' file data element 1700) off of 'Financial Class' ('Payor' file data element 1000) is introduced. If the value of the new extended dictionary is set to 'Y' for a financial class, and claims grouping is being used, the CCBHC billing process will skip the check for remittance received from private insurance for guarantors in the financial class. Note: The registry setting 'Enable CCBHC Functionality' must be set to 'E' in order to process CCBHC billing.
Topics
• 837 Professional • CCBHC • 837 Institutional
  • File Import - [Support Only] Guarantor Nature
    Please contact your Netsmart representative to change the guarantor nature.
Included Updates
7, 31, 32
Product Update Description
Internal utilities are updated.
Topics
• File Import • Guarantor/Payors • Guarantor • NX • Financial Eligibility
  • 837 Institutional
    The '837 Institutional' has been modified for the following: The ‘DTP434’ segment will include the admission date and the discharge date when the client is discharged one day after the last date of service. The 'CL1-03' field will contain the extended dictionary value for 'Patient Status Over-Ride (2300-CL1-03)' for the discharge type of the discharged client.
    In addition, the date_to_bill_rollup_service field is added to the SYSTEM.billing_tx_history table.
Included Updates
None
Product Update Description
The following issues are resolved: 1) An incorrect Patient Status Code (2300-CL1-03) and might be included when billing a discharged client on an 837 Institutional bill. 2) Through date on the Statement Date (2300-DTP) might not include the discharge date for a discharged client on an 837 Institutional bill. Additionally, the date_to_bill_rollup_service field is added to the SYSTEM.billing_tx_history table.
Topics
• 837 Institutional • NX
  • Diagnosis
    The 'Diagnosis' form has been updated to respect the "Default 'Add To Problem List' to "Yes" and "Enable Multiple Diagnosis Search" registry settings.
Included Updates
None
Product Update Description
An issue is resolved where the 'Add To Problem List' field does not default to 'Yes' when the 'Add Multiple' button is used on the 'Diagnoses' grid in the 'Diagnosis' form. Note: In order for the 'Add To Problem List' field to default to 'Yes', the registry setting "Default 'Add To Problem List' to 'Yes' on New Diagnosis" must have the value 'Y'
Topics
• Diagnosis
  • Women's Health History
    An issued has been resolved to ensure that data is being correctly saved to the 'SYSTEM.client_condition_preg' table and the 'SYSTEM.patient_demographic_history' table.
Included Updates
None
Product Update Description
The following issues on form 'Women's Health History' were resolved: 1) Episode Number, Select Para Entry, Para Filed Records, etc. on form not populating correctly. 2) Para Entries in sub-tab 'Para and Gravida' not filing correctly. 3) Textbox field, Para Filed Records in same sub-tab, not displaying correctly.
Topics
• Women's Heath History
  • Disclosure Management - Filter document images
    The "Disclosure Management" form is enhanced to filter document image requests/authorizations by episode and date.
  • Disclosure Management - Items for Disclosure with no data
    An issue has been resolved where under certain circumstances items with no data are added to the 'Items For Disclosure' portion of disclosure management after hitting disclose in the Disclosure tab. 
Included Updates
None
Product Update Description
The following changes are made: 1) The 'Disclosure Management' form is enhanced to allow filtering of Requested Chart Items by Episode and by Request Information Date Range. 2) An issue in the 'Disclosure Management' form where chart items with no information would not appear in the warning dialog upon clicking 'Process' in the 'Disclosure' section is resolved.
Topics
• Disclosure
  • SYSTEM.billing_271_bene_fino table - Data validation
    Resolves an issue to ensure that the data is removed from the SYSTEM.billing_271_bene_info table when purging a 271 batch via the 'Purge Billing Files' form.
  • Eligibility Response Report - Run report
    Resolves an issue to ensure that the eligibility response report runs successfully.
Included Updates
None
Product Update Description
The issue is resolved where the data is not removed from the SYSTEM.billing_271_bene_fino table when purging a 271 batch via the 'Purge Billing Files' form.
Topics
• Database Management • Purge Billing Files
  • Quick Actions - Update Client Data
    Resolves an issue to ensure that the 'Quick Actions' widget updated correctly with the data updated through the 'Update Client Data' form.
Included Updates
None
Product Update Description
An issue is resolved in NX where updates to a client's name via quick action will not be displayed in the client header.
Topics
• Update Client Data
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
    Functionality has been improved in Compile/Edit/Post/Unpost Roll-Up Services Worklist to ensure that the form opens and submits successfully.
Included Updates
None
Product Update Description
An issue is resolved where an error is produced when opening the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist
  • Avatar PM - support for Integrated eSignature functionality
    The 'Consent On File For Use of Integrated eSignature' field is added to the following forms: -Admission -Admission (Outpatient) -Update Client Data -Discharge -Pre Admit -Pre Admit Discharge -Call Intake
    The 'SYSTEM.patient_current_demographics' SQL table, 'SYSTEM.patient_demographic_history' SQL table, Client Admission web service, and Client Demographics web service are updated accordingly.
Included Updates
17, 39
Additional Requirements
RADplus 2023 Update 33
Avatar CareFabric 2023 Update 19
Avatar CWS 2023 Update 23
Avatar NX Release 2023.06.00
Product Update Description
The new field 'Consent On File For Use of Integrated eSignature' is added to the 'Admission' and 'Update Client Data' forms. The SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.patient_demographic_history', Client Admission and Client Demographics web services are updated accordingly.
Topics
• Admission • Update Client Data • Admission (Outpatient) • Discharge • Pre Admit • Pre Admit Discharge • Call Intake • Web Services
  • Form Bundler - CWS
    An issue has been resolved to successfully process a CWS form bundle that contains the 'Diagnosis' form.
  • CCBHC PPS Compile Report
    An issue has been resolved to ensure that only data for the selected client is output to the report.
    CCBHC PPS Compile Report pulls all clients when running the PPS Compile report for a specific PATID
  • Client Charge Input - Incident-to-Practitioner
    Client Charge Input functionality has been enhanced to output a warning messaged when a terminated practitioner is selected in the 'Incident-to-Practitioner' field.
    Terminated practitioners are allowed to be selected for services performed after their termination date without error for the field Incident-to-Practitioner
  • Client Account Service Report
    An issue has been resolved to ensure no error is received when launching the 'Client Account Services Report'.
Included Updates
None
Product Update Description
The following issues are resolved: 1) Viewing a CWS form bundle in Chart view that has PM Diagnosis form might result in "[UNDEFINED]TabInfo+15^HRADDiagnosisChart" error. 2) Report launched via the 'Run Report' button on the 'CCBHC PPS Compile' form (PPS Compile Report section) will include all clients even when an individual client is selected in the 'Client ID' field. 3) Client Charge Input forms will allow selection of a terminated practitioner in the 'Incident-To Practitioner' field. 4) Report launched from 'Client Account Services Report' will error with "Field is ambiguous among the applicable tables" message.
Topics
• Diagnosis • Chart View • CCBHC • Client Charge Input • Practitioner • NX • Billing
  • Remittance Posting - future date error
    Functionality is modified to display an error message when a future date is entered in the Posting Date' or ‘Date of Receipt’ fields.
    This occurs on the 'Spreadsheet Batch Remittance Posting' and 'Remittance Posting forms'.
Included Updates
None
Product Update Description
In the form 'Spreadsheet Batch Remittance Posting', an error for future dates is added to the field 'Date Of Receipt'.
Topics
• Spreadsheet Remittance Posting • Spreadsheet Batch Remittance Posting
  • Quick Billing / Electronic Billing - File Names
    Functionality has been modified to ensure that file names are consistent when using the Electronic Billing form to select a file that was created from the Quick Billing form.
Included Updates
None
Product Update Description
In Quick Billing Form, an issue is resolved where the filename description wouldn't match with the file description in Electronic billing.
Topics
• Electronic Billing • Quick Billing • NX
  • 'Client Ledger' report
    Ensure fields do not overlap in the 'Client Ledger' report in an Avatar NX environment.
Included Updates
None
Product Update Description
An issue is resolved where fields may overlap on the "Client Ledger" report in the NX Report Viewer.
Topics
• NX • Client Ledger
  • Client Ledger - Ledger Type = Claim
    The Client Ledger Claim report has been modified to adjust the length of fields.
Included Updates
None
Product Update Description
An issue is resolved in 'Client Ledger Claim Report' where 'Line balance' and 'Payment Received' fields aren't displayed correctly.
Topics
• Client Ledger
  • Process Internal Referrals Form: Internal Referral Information
    Resolves an issue to ensure that the aliased and non-aliased fields display value description and code in the 'Internal Referral Information' field of the 'Process Internal Referrals' form.
Included Updates
None
Product Update Description
An issue is resolved where the 'Internal Referral Information' text area on the 'Process Internal Referral' form may only display the associated code for certain fields, rather than the associated code and description.
Topics
• Internal Client Referrals • Internal Referral Type Maintenance • NX • Process Internal Referrals
  • Daylight Savings - Timestamps
    Ensure timestamps are generated with the correct time zone offset when the date and time cross the daylight savings time boundary.
Included Updates
None
Product Update Description
An issue where timestamps may be generated with the incorrect offset if the date and time cross the daylight saving time boundary is resolved.
Topics
• Admission • Discharge • Diagnosis
  • Demographics - Client Declined To Provide Information On The Following
    The functionality for the field 'Client Declined To Provide Information On The Following' has been updated to disable the corresponding fields when an option is selected. Selecting 'Ethnic Origin' disables the 'Ethnic Origin' field. Selecting 'Race' disables the 'Client Race' field. Selecting 'Language' disables the 'Primary Language' field.
    The Pre Admit, Admission, Admission (Outpatient), and Update Client Data forms are affected.
Included Updates
None
Product Update Description
In 'Admission', 'Admission (OutPatient)', 'Pre Admit' and 'Update Client Data' Forms, an issue is resolved when the option 'Client Declined To Provide Information On the Following' has any of the options ('Ethnic Origin','Race','Language') selected and those respective fields aren't disabled when the forms are opened.
Topics
• Pre Admit • Admission • Update Client Data • NX • Admission (Outpatient)
  • 837 Professional - Payer Identifier segment (2010BB-NM1-09)
    Support is added for the Payer Identifier segment (2010BB-NM1-09) on the 837 Professional
Included Updates
10
Product Update Description
Support is added for the Payer Identifier segment (2010BB-NM1-09) on the 837 Professional bills to be overridden by other product modules.
Topics
• 837 Professional • NX
  • Avatar PM 'Benefit Enrollment and Maintenance (834)' Coverage Date Information
    The 'Benefit Enrollment and Maintenance (834)' Coverage Date handling is updated for additional Effective Date and Expiration Date conditions.
    Avatar PM 'Benefit Enrollment and Maintenance (834)' compile and post processes are modified to handle health coverage details including 2300-DTP Expiration Date without 2300-DTP Effective Date, and health coverage details where there is both an Effective Date and Expiration Date for same unique consumer/policy ID within separate 2000 loop sets.
  • Avatar PM 'Use 2300-DTP with 303 Qualifier as Effective Date' Registry Setting
    The 'Use 2300-DTP with 303 Qualifier as Effective Date' Registry Setting is added to Avatar PM.
    The Avatar PM 'Use 2300-DTP with 303 Qualifier as Effective Date' Registry Setting allows for Benefit Enrollment and Maintenance (834) compile/post to use 2300-DTP-303 (Maintenance Effective Date) value from health coverage information detail where 2300-DTP-348 (Benefit Begin Date) is not included.
  • 'Default Benefit Effective Date (2300-DTP-03)' Function For 834 Processing
    The 'Default Benefit Effective Date (2300-DTP-03)' field is added to the Avatar PM 'Guarantors/Payors' form ('270 / 271 / 834' section).
    The 'Default Benefit Effective Date (2300-DTP-03)' field in the Avatar PM 'Guarantors/Payors' form allows for Benefit Enrollment and Maintenance (834) compile/post to use beginning/first day of Coverage Expiration Date month value from health coverage information detail as Coverage Effective Date where 2300-DTP-348 (Benefit Begin Date) and/or 2300-DTP-303 (Maintenance Effective Date) is/are not included.
  • Avatar PM 'Plan Coverage Description (2300-HD-04)' Registry Setting
    The Avatar PM 'Plan Coverage Description (2300-HD-04)' Registry Setting is updated.
    The Avatar PM 'Plan Coverage Description (2300-HD-04)' Registry Setting is updated to allow for Benefit Enrollment and Maintenance (834) compile/post determination of guarantor using both 'Plan Coverage Description' (2300-HD-04) and 'Insurer Identifier Code' (1000B-N1-04) values from 834 file information. In addition, the following SQL changes are made for Benefit Enrollment and Maintenance (834) information: * Additional fields are added to the Avatar PM 'SYSTEM.eligibility_subscriber', 'SYSTEM.eligibility_demographics', and 'SYSTEM.eligibility_dependent_cov' SQL tables * The 'SYSTEM.eligibility_dep_cov_cob' SQL table is added to Avatar PM to capture data from the 2320 loop * The 'SYSTEM.eligibility_dep_cov_cobre' SQL table is added to Avatar PM to capture data from the 2330 loop
Included Updates
33
Product Update Description
The following modifications to the 'Benefit Enrollment and Maintenance (834)' are included: 1) The 'Use 2300-DTP with 303 Qualifier as Effective Date' registry setting is added. 2) The 'Plan Coverage Description (2300-HD-04)' registry setting is updated to allow selection to determine guarantor using both 'Plan Coverage Description (2300-HD-04)' and 'Insurer Identifier Code (1000B-N1-04)'. 3) The 'Default Benefit Effective Date (2300-DTP-03)' field is added to 'Guarantors/Payors' (270 / 271 / 834). 4) Additional fields are added to the 'SYSTEM.eligibility_subscriber', 'SYSTEM.eligibility_demographics', and 'SYSTEM.eligibility_dependent_cov' tables. 5) The 'SYSTEM.eligibility_dep_cov_cob' table is added to capture data from the 2320 loop and the 'SYSTEM.eligibility_dep_cov_cobre' table is added to capture data from the 2330 loop. 6) The compile and post are modified to handle Expiration Date without Effective Date and cases where there is both an Effective Date and Expiration Date but within separate 2000 loops.
Topics
• Benefit Enrollment and Maintenance (834) • Registry Settings • NX • Guarantor/Payors
  • File Import - 'Deposit Entry' file type
    Verify the deposit entry created by the file import process accepts the 'Date of Receipt or Adjustment Date' that is outside of the episode.
Included Updates
32
Product Update Description
The issue is resolved with the 'Deposit Entry' import file in the 'File Import' form where an episode is not allowed if the date specified in the 'Date Of Receipt Or Adjustment' field is not within the admission/discharge dates of the episode.
Topics
• Deposit Entry • File Import • NX
  • Update Client Data - Change client name
    Resolves an issue to ensure that the client search displays the updated name correctly when the name is updated through 'Update Client Data' form.
Included Updates
None
Product Update Description
An issue is resolved where an incorrect name is being displayed when searching for a client via 'Search Client'.
Topics
• Update Client Data
  • 'External Documents' widget - Search process
    The search process is modified to support searching networks granted in the 'Consent for Access' form when the 'Opt In' consent model is used and 'Carequality' is not enabled. The search process is also modified to support searching organizations granted in the 'Consent for Access' form when 'Carequality' is enabled.
    In addition, an issue is resolved that may occur when printing the 'Network (36020)' dictionary in 'Dictionary Update'.
  • 'External Documents' widget - 'Organization' column
    The 'Organization' column is modified to support long organization names in the 'External Documents' widget.
Included Updates
None
Product Update Description
The following changes are made to the 'External Documents' widget: 1) The 'Organization' column is modified to support long organization names. 2) The search process is modified to support searching networks granted in the 'Consent for Access' form when 'Opt In' consent model is used and 'Carequality' is not enabled. 3) The search process is modified to support searching organizations granted in the 'Consent for Access' form when 'Carequality' is enabled. 4) In addition, the error '[UNDEFINED]PFIELD2^GUIRCO1' that occurs when printing the 'Client #36020' dictionary is resolved.
Topics
• Consent for Access • External Document Widget • Dictionary • Query/Reporting • Form and Table Documentation
  • 837 Professional - SV1 segment
    An issue has been resolved to ensure that modifiers are not included in the SV1 segment for services that have been transferred from one guarantor to another guarantor.
  • 837 Professional - CLM segment
    An issue has been resolved to ensure that primary and add-on or interactive complexity services are included in the same claim.
Included Updates
10
Product Update Description
The following issues are resolved: 1) Duplicate service modifiers are incorrectly included on the 837 Professional bills when billing secondary guarantor. 2) Primary and Add-On services are included in separate claims on the 837 Professional bills when billing secondary guarantor.
Topics
• 837 Professional • NX
  • Document Routing - Replace ‘Date Created’ with ‘Date Signed’ on Document Routing Images.
    Document Routing is enhanced to adjust verbiage of Document Routing Images based on the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images".
Included Updates
39
Product Update Description
The following changes are made: 1) An issue is resolved in the 'Disclosure Management' form where some disclosure information may not be present upon disclosing. 2) The 'Disclosure Management' form is enhanced to use the verbiage 'Disclosure Run Date' based on system settings. NOTE: Avatar CWS 2023 Update 41 and RADplus 2023 Update 48 are needed to make use of this functionality.
Topics
• Disclosure • NX • Progress Notes (Group And Individual) • Treatment Plan • Modeling
  • CareConnect HIE Configuration - 'Progress Notes Available in Carequality' help message
    The help message for the 'Progress Notes Available in Carequality' field in the 'CareConnect HIE Configuration' form has been updated to display additional information.
Included Updates
None
Product Update Description
The help message on form 'CareConnect HIE Configuration' for field 'Progress Notes Available in Carequality' has been updated.
Topics
• CareConnect
  • File Import - [Support Only] Guarantor Nature
    Please contact your Netsmart representative to change the guarantor nature.
    With assistance from a Netsmart representative the guarantor nature can be changed.
  • File Import - Service Authorization - Member
    Resolves an issue to ensure that the file import process completes successfully for the MSO service authorization for a member.
Included Updates
7, 31, 32, 34, 59, 64
Product Update Description
The following issues are resolved: 1)Resolved error "Invalid Primary Key" on form 'File Import' when completing a Support Only File Import. 2)Added a feature for removing a patient from a group appointment on form 'File Import'.
Topics
• Guarantor/Payors • File Import • NX
  • Quick Billing - 837 Error Report
    Functionality for the Quick Billing - 837 Error Reports has been modified to report only one error for a missing diagnosis in the 837 Professional report, and to update the message in the 837 Institutional report.
Included Updates
10, 57, 62
Product Update Description
The following issues are resolved: 1)More than one error message may be generated for a 837 Professional Bill on form 'Quick Billing 837 Error Report'. 2)Form 'Quick Billing 837 Error Report' provides a less detailed ErrorMsg for 837 Institutional bill as compared to a 837 Professional bill.
Topics
• Quick Billing • NX
  • Remittance Functionality
    Avatar PM is updated for future functionality.
Included Updates
17, 21, 39, 44, 63
Product Update Description
The system is prepared for future functionality.
Topics
• NX • Remittance Processing
  • CPT Code Definition - Report
    The CPT Code Definition report has been updated to prevent the data in the report from overlapping into other fields.
Included Updates
None
Product Update Description
A formatting issue is resolved where the 'CPT Code Listing' report prints out overlapping data that is difficult to read.
Topics
• CPT Codes • NX
  • Diagnosis - 'Default 'Add To Problem List' to "Yes" on New Diagnosis' registry setting
    Ensure the 'Add To Problem List' field is only saved as "Yes" for active diagnosis records entered when the registry setting 'Default 'Add To Problem List' to "Yes" on New Diagnosis' is enabled.
Included Updates
None
Product Update Description
An issue is resolved where the 'Add To Problem List' field is saved as "Yes" when an inactive diagnosis record is entered when the registry setting 'Default 'Add To Problem List' to "Yes" on New Diagnosis' is enabled.
Topics
• Diagnosis • NX • Registry Settings • Problem List
  • Payment By Posting Date Report
    The 'Payment By Posting Date Report' has been updated to require the 'Start Date' and 'End Date' fields only when the 'Report Type' is equal to 'All Users' or 'User ID'.
Included Updates
None
Product Update Description
The following changes are made: 1) The 'Payment By Posting Date' report is updated to enforce the selected date range for all 'Report Type' values. 2) The 'Payment By Posting Date' report is updated to not require a 'Start Date' and/or 'End Date' when the 'Report Type' has a value of 'Check Number', 'Receipt Number', or 'Client ID'.
Topics
• Billing
  • Financial Eligibility options - customize plan.
    Functionality has been updated in ‘Financial Eligibility’, ‘Cross Episode Financial Eligibility’, and ‘Family Financial Eligibility’ to ensure all data defaults to a new plan when [Select Plan Level To Default] has been used to select a previous plan.
Included Updates
None
Product Update Description
The issue is resolved where the 'Program Association' field will not populate when defaulting a plan level via the 'Select Plan Level To Default' command button on the 'Customize Plan' section of the 'Financial Eligibility', 'Cross Episode Financial Eligibility' and 'Family Financial Eligibility' forms.
Topics
• Financial Eligibility • Cross Episode Financial Eligibility • NX
  • Database Management - Tables
    SYSTEM.billing_tx_master_table Fields for Multiple Add-on Codes
Included Updates
18
Product Update Description
An issue in table 'SYSTEM.billing_tx_master_table' is resolved where multiple add-on codes were absent.
Topics
• Database Management
  • Registry Settings - Enable BBH Service Modifiers
    The 'Enable BBH Service Modifiers' registry setting is added. This registry setting can enable the 'Adult/Child Eligibility Category' and 'BBH Setup' forms to update modifiers included on 837 Professional and HCFA bills.
  • BBH Setup - Update BBH modifiers included on 837 Professional and HCFA bills.
    The form 'BBH Setup' form is used to update BBH modifiers included on 837 Professional and HCFA bills.
  • Adult/Child Eligibility Category form - BBH functionality for 837 Professional and HCFA-1500 bills.
    The 'Adult/Child Eligibility Category' form is added to update client Eligibility Categories for modifiers included on 837 Professional and HCFA bills.
  • 837 Professional/HCFA-1500 Bills - BBH Service Modifiers functionality.
    BBH Service Modifiers' functionality added to update modifiers included on 837 Professional and HCFA bills.
Included Updates
None
Product Update Description
The 'Enable BBH Service Modifiers' registry setting is added. This registry setting can enable the 'Adult/Child Eligibility Category' and 'BBH Setup' forms to update modifiers included on 837 Professional and HCFA bills.
Topics
• 837 Professional • NX • HCFA-1500 • Progress Notes
  • Client Name display
    Ensure the Client Name displays properly in Avatar when the 'Client Demographics - Additional Fields' registry setting does not include "Detailed Client Name".
Included Updates
6
Product Update Description
An issue where the Client Name may not display correctly in Avatar is resolved.
Topics
• Registry Settings • Admission
  • Chart View - Consent For Access
    The 'Consent For Access' form is modified to support the chart view.
Included Updates
46
Product Update Description
Functionality is added to support the 'Consent For Access' chart view.
Topics
• Consent for Access • NX
  • Client Search - 'Alternate Lookup By Room' registry setting
    The 'Alternate Lookup By Room' registry setting is added. When enabled, the user can search for clients by room number in the 'My Clients' widget and Client Search.
    Please note: RADplus 2023 Update 60 is required for full functionality.
Included Updates
17, 21, 39, 44, 63, 67, 73
Additional Requirements
RADplus 2023 Update 60
Product Update Description
The registry setting 'Alternate Lookup By Room' is added and allows the My Clients widget and Client Search to search by room. NOTE: Avatar RADplus 2023 Update 60 is required for this functionality.
Topics
• Client Search • Registry Settings
  • ‘Inhibit Billing By Service’ and ‘File Import'
    Functionality for ‘Inhibit Billing By Service’ and ‘File Import – Client Charge Input’ has been updated to ensure that an error does not occur when processing the forms.
Included Updates
25
Product Update Description
An issue is resolved where filing the 'Inhibit Billing By Service' form when selecting an 'Inhibit Reason', or filing 'File Import: Client Charge Input' when using the 'Billable (Inhibit Billing)' field to inhibit, may fail to file successfully or encounter an error during processing.
Topics
• Inhibit Billing • File Import
  • Avatar PM - Support for Mobile CareGiver+
    The 'Enable Client Alternate Addresses' registry setting is added. When enabled, a new form 'Client Alternate Addresses' will be added to the user menu. In addition, the 'Place Of Service (Mobile CareGiver+)' extended dictionary element is added to the 'Location' dictionary.
    Please note: Avatar Appointment Scheduling 2023 Update 15 and Avatar CareFabric 2023 Update 26 are required for full functionality.
Included Updates
17, 21, 39, 44, 63, 67, 73, 76
Additional Requirements
Avatar Appointment Scheduling 2023 Update 15
Avatar CareFabric 2023 Update 26
Product Update Description
The following changes are made: 1) The new registry setting 'Enable Client Alternate Addresses' is added. 2) The new extended dictionary 'Place Of Service (Mobile CareGiver+)' is added under the 'Location' dictionary.
Topics
• Registry Settings • Client Alternate Addresses • Dictionary
  • 837 Billing
    An issue has been resolved to ensure the claims balances that are transferred from a non-PPS guarantor to a PPS guarantor can be billed successfully.
Included Updates
10, 57, 62, 66
Product Update Description
An issue is resolved where the following error: 'One Room and Board Service Has Already been Reported for the date in Question' is occurring due to a PPS guarantor being billed as a NoPay and a Pay guarantor.
Topics
• 837 Institutional • NX
  • File Import - Electronic Re-Billing Service Assignment
    Functionality for 'File Import - Electronic Re-Billing Service Assignment' is updated to ensure that no error is received regarding a missing 'Original Claim Reference Number' when it is not allowed in the file. It is not allowed when the file is a 'Delete' file.
Included Updates
None
Product Update Description
An issue is resolved where the File Import for 'Electronic Re-Billing Service Assignment' is giving an incorrect error message about a missing 'Original Claim Reference number' when it is not allowed for deletes in the form.
Topics
• File Import • Re-Bill
  • PM - CPT Codes
    CPT Codes have been updated with the current AMA codes.
Included Updates
None
Product Update Description
Avatar PM is enhanced with the AMA provided list of CPT codes for 2023. Any CPT codes that already exist within Avatar PM will be updated only if no client customization has been done.
Topics
• CPT Codes
  • Roll-up Services Definition
    Functionality for the 'Roll-up Services Definition' has been updated to ensure that the 'Display Roll-Up Definition Report' report button does not become disabled.
Included Updates
None
Product Update Description
An issue is resolved in the 'Roll-up Services Definition' form where the 'Display Roll-Up Definition Report' button may become disabled after form submission.
Topics
• Roll-Up Services Definition
  • Client Ledger - Post Contractual Adjustments
    Resolves an issue to ensure that the batch contractual adjustments are applied correctly after the claim is created while running quick billing task through system task scheduler.
  • Functional Or Implementation Acknowledgement (997/999) - Compiling the 999 file created from the 270 file
    Resolves an issue to ensure that the 999 files created from 270 files compile successfully when the registry setting 'Maintain Unique Functional Group Control Numbers by Root System Code' is set to Y.
  • Eligibility Inquiry 270 Request - Delete inquiry
    Resolves an issue to ensure that the eligibility inquiry deleted successfully.
  • Service/Fee Cross Reference - CPT-4 / HCPCS Modifier If Not First Instance For Service Date
    Resolves an issue to ensure that the 837 professional bill does not include the modifier from the 'CPT-4 / HCPCS Modifier If Not First Instance For Service Date' field for the first instance of the service If the service is transferred to the secondary guarantor and then transferred back to the original guarantor.
Included Updates
10, 17, 21, 25, 39, 44, 57, 62, 63, 66, 67, 73, 76, 77, 78, 79
Product Update Description
The following issues are resolved: 1) The "[UNDEFINED]rp2+1^BICA" error might occur when posting contractual adjustments in the 'Contractual Allowance (Inpatient)' form. 2) 'Reference to functional group and transaction set number not created by Avatar' error message is incorrectly reported when processing a 999 Implementation Acknowledgement File in the 'Functional Or Implementation Acknowledgement (997/999)' form. 3) Deleting a generic eligibility inquiry via the 'Delete Inquiry' button in the 'Eligibility Inquiry (270) Request' form will not delete the selected inquiry. 4) Service modifier from the 'CPT-4 / HCPCS Modifier If Not First Instance For Service Date' field on the 'Service Fee/Cross Reference Maintenance' form is incorrectly included on the 837 bill.
Topics
• Quick Billing • System Task Scheduler • NX • Contractual Allowance (Outpatient) • Contractual Allowance (Inpatient) • Functional or Implementation Acknowledgement (997/999) • Eligibility Inquiry (270) Request • 837 Professional
  • Guarantor/Program Billing Defaults - CCBHC Claim Grouping
    The CCBHC Claim Grouping help message has been updated.
Included Updates
64
Product Update Description
The help messages on form 'Guarantor/Program Billing Defaults' for field 'CCBHC Claim Grouping' on tabs '837 Institutional' and '837 Professional' has been updated.
Topics
• 837 Professional • 837 Institutional • Guarantor / Program Billing Defaults • NX
  • Client Charge Input forms
    Avatar PM input charge forms are enhanced by using the newly added CWS registry setting 'Ensure Service Program Matches Assigned Services on Charge Input'. When enabling this registry setting, it will allow for the service selection logic to check if the service program matches the program specified on the 'Assigned Services' grid in the 'Intervention' section of the 'Treatment Plan' form.
    Note: CWS 2023 Update 57 must be installed for full functionality. Note: The CWS registry setting 'Enable Service Entry Restriction by Client Treatment Plan' needs to be set to "E". This service selection logic will be omitted when the newly added registry setting is disabled.
Included Updates
None
Product Update Description
Avatar PM input charge forms are enhanced by using the newly added CWS registry setting 'Ensure Service Program Matches Assigned Services on Charge Input'. When enabling this registry setting, it will allow for the service selection logic to check if the service program matches the program specified on the 'Assigned Services' grid in the 'Intervention' section of the 'Treatment Plan' form. Note: The CWS registry setting 'Enable Service Entry Restriction by Client Treatment Plan' needs to be set to "E". This service selection logic will be omitted when the newly added registry setting is disabled.
Topics
• Treatment Plan • Recurring Client Charge Input • NX • Client Charge Input • Client Ledger
  • Registry Setting - Avatar PM - Billing - End Date California Billing
    The registry setting allows entry of a date after the current date. Services with a 'Date of Service' after the date will not be subject to California billing functionality, if enabled.
Included Updates
10, 35, 57, 62, 66, 79
Required Updates
Avatar PM 2023 Update 35
Product Update Description
The registry setting 'Avatar PM - Billing - End Date California Billing' is added to Avatar PM. Any services with a 'Date of Service' after the date entered in this registry setting will not be subject to California billing functionality, if enabled.
Topics
• 837 Professional • 837 Institutional • NX • Print Bill
  • 837 Billing - K3 segment
    The functionality of the K3 segments of 837 bills has been updated to output date in the following order: 'Ethnicity' code, 'Race' code, Social Security number (when the relationship to insured is not self).
Included Updates
35
Product Update Description
An issue is resolved where 'Ethnicity' and 'Race' may appear in reverse order within the K3 segment of the 837I and 837P bills when "Yes" is selected in the 'Include Race/Ethnicity/SSN in 2300-K3' field within 'Guarantor Program Billing Defaults'.
Topics
• 837 Institutional • 837 Professional
  • Payment Acknowledgement - Check/EFT
    Functionality has been updated to prevent future dates in the 'Check/EFT Date' field.
  • Payment Acknowledgement - Post Payment Accounting Entry
    Functionality has been updated to prevent the 'Posting Date' from being before the 'Check Date', Receipt Date' and/or 'Deposit Date'. In addition, the 'Reversal Posting Date' is required when reversing an entry.
  • Payment Acknowledgement - Reverse Payment Accounting Entry
    Functionality has been updated to prevent a row being reversed more than one time.
    Note: The following SQL table has had two fields added: 'comments' and 'is_reversed'.
Included Updates
None
Product Update Description
The following modifications to the 'Payment Acknowledgement' form are included: 1) The 'Check/EFT Date' field is modified to not allow future dates. 2) The 'Posting Date' field is modified to not allow a date prior to the other date fields on the form. 3) The 'Comments' field is added to the 'Post Payment Accounting Entry' section. When reversing rows the comments entered into the 'Reversal Reason' field will default into the 'Comments' field for the newly added reversals. 4) The 'Reversal Posting Date' field is now required when selecting a row to reverse in the 'Post Payment Accounting Entry' section. 5) Rows that have been reversed will not be allowed to be reversed a second time.
Topics
• NX • Payment Acknowledgement
  • Accounts Receivable Console - AR Console Configuration
    A new field, 'Maximum Number of Claims to Return in Search' is added to the form. The field will accept values between 50 and 999,999,999.
  • Accounts Receivable Console - AR Console User Defaults Setup
    A new field, 'Allow 'Copy Note' from one client to another' field is added to the form. When this new field is set to "Yes" for a given user, they will be able to copy a 'Claim Follow-Up Note' to claims for other clients.
  • Accounts Receivable Console - AR Console Configuration
    The 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated 'AR Console Follow-Up Created' notes in search results' and 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated '835 Remittance' notes in search results' fields are added to the 'AR Console Configuration' form. Setting either to "No" causes system-generated follow-up notes of the respective type to not be recognized as an existing follow-up for the purposes of the 'Claim Follow-Up Record Exists' filter.
Included Updates
10, 17, 21, 25, 35, 39, 44, 57, 62, 63, 66, 67, 73, 76, 77, 78, 79, 85, 88, 89, 93
Product Update Description
The following enhancements are made to the AR Console: 1) The 'Allow 'Copy Note' from one client to another' field is added to the 'AR Console User Defaults Setup' form. Under current functionality, a user can only copy a 'Claim Follow-Up Note' to claims for the same client. When this new field is set to "Yes" for a given user, they will be able to copy a 'Claim Follow-Up Note' to claims for other clients as well. 2) The 'Maximum Number of Claims to Return in Search' field is added to the 'AR Console Configuration' form. This enables the number of claims returned for a search in the AR Console to be configurable. 3) The 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated 'AR Console Follow-Up Created' notes in search results' and 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated '835 Remittance' notes in search results' fields are added to the 'AR Console Configuration' form. Setting either to "No" causes system-generated follow-up notes of the respective type to not be recognized as an existing follow-up for the purposes of the 'Claim Follow-Up Record Exists' filter.
Topics
• Accounts Receivable Management • NX
  • Change Program/Admission Date
    An issue has been resolved to correct the messaging in the dialog. The form can successfully be processed and closed.
Included Updates
None
Product Update Description
An issue in 'Change Program/Admission Date' form is resolved where the dialogue box lists duplicate partial hospitalization episodes, preventing the user from closing out the message.
Topics
• Change Program/Admission Date
  • Client Demographic forms - Preferred Appointment Site
    myAvatar NX is enhanced to include a field labeled 'Preferred Appointment Site' on the demographic sections of the following forms - 'Update Client Data', 'Admission', 'Admission (Outpatient)', 'Call Intake', 'Pre Admit', 'Pre Admit Discharge', and 'Discharge'. Additionally, the Web Services associated with the forms are updated. The value of the 'Preferred Appointment Site' field is used to specify a default Site value when scheduling appointments for a client.
    Avatar Appointment Scheduling 2023 Update 21 is required for full functionality.
Included Updates
17, 21, 39, 44, 56, 63, 67, 73, 76, 78
Product Update Description
myAvatar NX is enhanced to include a field labeled 'Preferred Appointment Site' on the client demographic forms - 'Update Client Data', 'Admission', 'Admission (Outpatient)', 'Call Intake', 'Pre Admit', 'Pre Admit Discharge', and 'Discharge'. The Web Services associated with the forms are updated. The value of the 'Preferred Appointment Site' field is used to specify a default Site value when Scheduling Appointments for a client. Avatar Appointment Scheduling 2023 Update 21 is required for full functionality.
Topics
• Admission • Update Client Data • Web Services • Pre Admit • Call Intake • Pre Admit Discharge • Discharge • Demographics • Admission (Outpatient) • NX
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
    A new registry setting, 'Use Compile Date as Posting Date for Roll-Up Component Services', is added which allows the user to determine the 'Posting Date' value.
Included Updates
None
Product Update Description
The registry setting 'Use Compile Date as Posting Date for Roll-Up Component Services' is added.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • Roll-Up Services Definition • NX
  • 'Service Codes' Form - 'Always Allow Overbooking' field
    The 'Always Allow Overbooking' field is added to the 'Service Codes' form. The 'Service Code Upload Process' form is updated accordingly.
Included Updates
10, 17, 18, 21, 25, 35, 39, 44, 56, 57, 62, 63, 66, 67, 72, 73, 76, 77, 78, 79, 85, 88, 89, 93, 94, 96
Product Update Description
The new field 'Always Allow Overbooking' is added to the 'Service Codes' form. The 'Service Code Upload Process' form is updated accordingly. Please note: If no custom modifications were made, form designer changes will also be applied to the 'Service Codes' form.
Topics
• Service Codes • Service Code Upload Process
  • 'Allow Spaces in Client Name' registry setting
    Ensure client names are updated properly when the 'Allow Spaces in Client Name' registry setting is enabled.
Included Updates
60
Product Update Description
An issue is resolved where the client name may not be correctly updated when the 'Allow Spaces in Client Name' registry setting is enabled.
Topics
• Registry Settings • Update Client Data • Admission
  • Accounts Receivable Console
    The 'AR Console Export' form is added to the system.
Included Updates
10, 17, 21, 25, 35, 39, 44, 56, 57, 62, 63, 66, 67, 73, 76, 77, 78, 79, 85, 88, 89, 93, 94, 96
Product Update Description
The 'AR Console Export' form is added.
Topics
• Accounts Receivable Management • NX
  • Remittance Functionality
    Avatar PM is updated for future Remittance functionality
Included Updates
17, 21, 39, 44, 63, 67, 73, 76, 78
Required Updates
Avatar PM 2023 Update 67
Product Update Description
The system is prepared for future functionality.
Topics
• NX • Remittance Processing Widget
  • File Import - Posting/Adjustment Code Definition
    The option Posting/Adjustment Code Definition' is added to the 'File Import' form.
Included Updates
7, 31, 32, 34, 59, 64, 65, 86
Product Update Description
The option "Posting/Adjustment Code Definition" is added to the 'File Import' form.
Topics
• File Import • Posting/Adjustment Codes Definition • NX
  • File Import - Benefit Plan
    The option ‘Benefit Plan’ has been added to the 'File Import' form.
Included Updates
7, 31, 32, 34, 59, 64, 65, 86
Product Update Description
The option 'Benefit Plan' is added to the 'File Import' Form.
Topics
• File Import • NX
  • Consent for Access - External Network
    An issue has been resolved in 'Consent for Access' form, were the 'Network' field no longer shows the HIE name.
Included Updates
23, 61
Required Updates
Avatar PM 2023 Update 61
Product Update Description
An issue is resolved in 'Consent For Access' Form, where field 'Network' no longer shows the HIE name.
Topics
• Consent for Access • Dictionary
  • Remittance Functionality
    Avatar PM is updated for future Remittance functionality
Included Updates
17, 21, 39, 44, 56, 63, 67, 73, 76, 78, 96, 102
Product Update Description
The system is prepared for future functionality.
Topics
• Remittance Processing • NX
  • Lab orders - Placing multiple orders
    Resolves an issue to ensure that the orders are created successfully when the 'Financially Responsible Party for Lab Orders' option is selected in the 'Program Maintenance' form for the admission program associated with the order and there are multiple orders present on the scratchpad.
Included Updates
None
Product Update Description
Avatar PM is updated for increased stability when filing data.
Topics
• Order Entry Console • NX • 837 Professional • 837 Institutional
  • 'Task Scheduler Status' widget
    The 'Task Scheduler Status' widget is updated to display a tasks last run start/end date and time.
Included Updates
None
Product Update Description
Updated the 'Task Scheduler Status' widget to display a task's last run start/end date and time.
Topics
• System Task Scheduler • Widgets
  • Medicare Part D Eligibility for RxConnect
    A web service is added to retrieve Medicare Part D Eligibility for RxConnect.
Included Updates
None
Product Update Description
A web service is added to retrieve Medicare Part D Eligibility for RxConnect.
Topics
• Reports/Labels
  • Payment Acknowledgement - Pending Posting Summary
    The 'Payment Acknowledgement' form is modified to include transactions related to Client Services in the 'Posting Summary' field.
    The 'Payment Acknowledgement' form is modified to expand the 'Posting Summary' display box to include the remaining/outstanding balance and details for payments related to client services.
Included Updates
10, 17, 18, 21, 25, 35, 39, 44, 56, 57, 62, 63, 66, 67, 72, 73, 76, 77, 78, 79, 85, 88, 89, 93, 94, 96, 98, 101, 102, 109
Product Update Description
The 'Payment Acknowledgement' form is modified to include transactions related to Client Services in the 'Posting Summary' field. Support is added to the 'Enable Payment Acknowledgement' registry setting for the 'Print General Ledger Payment Acknowledgement Interface Detail' form which is introduced in Avatar GL 2023 update 3.
Topics
• GL • NX • Payment Acknowledgement
  • Avatar NX - Guardiant
    Avatar NX is enhanced to support future Guardiant functionality. Please Note: Avatar NX 2023.09.00 is required for full functionality.
Included Updates
None
Additional Requirements
Please note that this functionality is only for Avatar NX systems.
Product Update Description
Avatar PM is enhanced to support future functionality.
Topics
• Diagnosis • Treatment Plan • Progress Notes • NX • myAvatar NX Only • Progress Notes (Group And Individual)
  • Avatar NX - 'Update Client Data' Quick Action
    Ensure the 'Update Client Data' Quick Action in Avatar NX correctly validates the format of phone numbers.
Included Updates
None
Product Update Description
An issue is resolved where 'Update Client Data' within the 'Quick Actions' widget may not correctly validate the format of a phone number.
Topics
• Update Client Data • NX
  • Remittance Processing widget
    Avatar PM is updated for future Remittance functionality.
Included Updates
10, 17, 18, 21, 25, 35, 39, 44, 56, 57, 62, 63, 66, 67, 72, 73, 76, 77, 78, 79, 85, 88, 89, 93, 94, 96, 98, 101, 102, 109
Required Updates
Avatar PM 2023 Update 109
Product Update Description
The system is prepared for future functionality.
Topics
• Remittance Processing • NX • Widgets • Spreadsheet Batch Remittance Posting
  • SQL Table Validation - SYSTEM.view_episode_summary_admit table
    Resolves an issue to ensure that the 'c_date_of_birth' column of the SYSTEM.view_episode_summary_admit table displays NULL value when the date of Birth field is blank for the client's admission.
Included Updates
None
Product Update Description
The error 'Error in assignment', which may occur where querying the 'SYSTEM.view_episode_summary_admit' table, is resolved.
Topics
• Admission • Admission (Outpatient) • Database Tables • NX • Pre Admit
  • 'ClientDischarge' and 'ClientPreAdmitDischarge' web services
    The 'ClientDischarge' and 'ClientPreAdmitDischarge' web services are updated for future functionality.
Included Updates
None
Product Update Description
"ClientDischarge" and "ClientPreAdmitDischarge" web services are updated to support future functionality.
Topics
• Discharge • Web Services • Pre Admit Discharge • CareFabric
  • Remittance Processing widget - future functionality
    Provides future functionality for Remittance Processing Widget
Included Updates
10, 17, 18, 21, 25, 35, 39, 44, 56, 57, 62, 63, 66, 67, 72, 73, 76, 77, 78, 79, 85, 88, 89, 93, 94, 96, 98, 101, 102, 109, 125
Required Updates
Avatar PM 2023 Update 125
Product Update Description
The system is prepared for future functionality.
Topics
• Remittance Processing • NX • Registry Settings • Widgets • Payment Acknowledgement
  • Service Codes - Use Site or Service Based Appointment Color Coding
    The 'Service Codes' form will be enhanced in future functionality to support capturing color-coding data to use as shading on the appointment card for client-based, group, and staff-only appointments. Each type of appointment will be designated via a separate text field.
    The following fields will be added to the 'Service Code' form: 'Client/Staff Appointment Color', 'Group Appointment Color', 'Staff-Only Appointment Color'.
Included Updates
10, 17, 18, 21, 25, 35, 39, 44, 56, 57, 62, 63, 66, 67, 72, 73, 76, 77, 78, 79, 85, 88, 89, 93, 94, 96, 98, 101, 102, 109, 115, 125, 129
Required Updates
Avatar PM 2023 Update 98
Product Update Description
Avatar PM is prepared for future functionality.
Topics
• Service Codes • Site Registration • Service Code Upload Process
  • System Task Scheduler - Tasks
    Ensure the 'System Task Scheduler' runs tasks as expected in child applications.
Included Updates
112
Product Update Description
An issue is resolved where the 'System Task Scheduler' may fail to run tasks in child applications.
Topics
• System Task Scheduler • Widgets
 

Avatar_PM_2023_Quarterly_Release_2023.03_Details.csv