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Avatar PM 2023 Update 119

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.03.00
RADplus 2023 Monthly Release 2023.03.00

Product Update Description

The "Program Maintenance" option in the 'File Import' form is modified to include the 'Assign Services To Program' and 'Assign Units To Program' sections.

Required Updates

None

Included Updates

7, 31, 32, 34, 59, 64, 65, 86, 104, 105

Details
NEW2 CHANGED0 FIXED0
New (2)
Program maintenance
The system allows the users to add/edit 'Assign Services To Program' and 'Assign Units To Program' sections via 'File Import'.
Value Added: Agencies can modify 'Assign Services To Program' and 'Assign Units To Program' sections via 'File Import'.
Topics
• File Import • NX • Program Maintenance
 
Program maintenance
File Import: Program Maintenance - Assigned Services/Unit
Value Added: Users can modify 'Assign Services To Program' and 'Assign Units To Program' sections by using 'File Import'.
Topics
• File Import • Program Maintenance
 
Acceptance Tests
AV-91093 Summary | Details
Program maintenance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • File Import
  • Program Maintenance
  • Registry Settings (PM)
Scenario 1: The file import process is updated to support the new field 'Preferred Diagnosis Classification' while importing a program maintenance file to add/edit a program.
Specific Setup:
  • Set the 'Enable Diagnosis Filtering based on Classification' registry setting to "Y".
  • The file import text file 'Testing Preferred Diagnosis 1' is created to add the program (i.e. Testing Diagnosis Classification) with the new field 'Preferred Diagnosis Classification' in that program (i.e. The dictionary codes 5&6 will be added for the Environmental and Medical classification at the 'Preferred Diagnosis Classification' field position in the text file).
Steps
  1. Open the "File Import" form.
  2. Select the 'Program Maintenance' File Type.
  3. Compile the program maintenance file import file created in the setup section.
  4. Verify that the file compiles without any error.
  5. Select the 'Print File' option and review the report.
  6. Verify that the 'Preferred Diagnosis Classification' field is added to the compile report, and it displays the correct classifications entered in the file import file.
  7. Post the file which is compiled successfully in step #1c.
  8. Verify that the file posts without any error.
  9. Select the "Print File" option and review the report.
  10. Verify that the 'Preferred Diagnosis Classification' field is added to the compile report, and it displays the correct classifications entered in the file import file.
  11. Open the 'Program Maintenance' form.
  12. Click "Edit" in the 'Add/Edit' field to edit the program imported in step #1.
  13. Verify the ' 'Preferred Diagnosis Classification'' field is added to the form and populated correctly.
Scenario 2: File Import of Program Maintenance file type - Reject special characters except dashes in new program codes
Specific Setup:
  • Import file for the "Program Maintenance" file type which contains program codes with an apostrophe.
  • Import file for the "Program Maintenance" file type which contains program codes with another special character on the keyboard except the dash.
  • Import file for the "Program Maintenance" file type which contains program codes with a dash.
  • Import file for the "Program Maintenance" file type which contains program codes with no special characters.
Steps
  1. Open the 'File Import' form.
  2. Select "Program Maintenance" in the 'File Type' field.
  3. Upload the import file for the selected "Program Maintenance" file type.
  4. Compile the uploaded file.
  5. Verify the compile was not successful and the generated errors are visible via the error report.
  6. Select "Print Errors" to generate the Program Maintenance File Import Errors report.
  7. Verify the following message was generated "Cannot contain special characters except dashes (-)".
  8. Upload another import file containing a program code with another special character on the keyboard except the dash.
  9. Compile the uploaded file.
  10. Verify the compile was not successful and the generated errors are visible via the error report.
  11. Select "Print Errors" to generate the Program Maintenance File Import Errors report.
  12. Verify the following message was generated "Cannot contain special characters except dashes (-)".
  13. Upload another import file containing a program code with a dash.
  14. Compile the uploaded file.
  15. Verify the compile was successful.
  16. Upload another import file containing a program code with no special characters.
  17. Compile the uploaded file.
  18. Verify the compile was successful.
Scenario 3: File Import - 'Program Maintenance' file - Add program.
Specific Setup:
  • A 'Program Maintenance' file import file is created with the required field values.
Steps
  1. Open the "File Import" form.
  2. Select the "Program Maintenance" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Select the "File A".
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select the "File A" in the 'Files(s)' field.
  8. Click [Process Action].
  9. Validate an Information message is displayed stating: Compiled
  10. Click [OK].
  11. Select "Print File" in the 'Action' field.
  12. Select the "File A" in the 'Files(s)' field.
  13. Click [Process Action].
  14. Validate the Report Viewer displays the contents of the file.
  15. Click [Close Report].
  16. Select "Post File" in the 'Action' field.
  17. Click [Process Action].
  18. Select the "File A".
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Open the "Program Maintenance" form.
  22. Click [Edit].
  23. Validate the form is filed with the data based on the uploaded file.
  24. Close the form.
Scenario 4: File Import - 'Program Maintenance' file - Edit program.
Specific Setup:
  • A 'Program Maintenance' file import file is created that contains the information for the 'Billing Provider NPI' and ‘Type of Bill (First Two Digits)’ fields along with all other required fields.
Steps
  1. Open the "File Import" form.
  2. Select the 'Program Maintenance' File Type.
  3. Compile the program maintenance file import file created in the setup section.
  4. Verify that the file compiles successfully.
  5. Select the 'Print File' option and review the report.
  6. Verify that the ‘Billing Provider NPI’ and ‘Type of Bill (First Two Digits)’ fields are added to the report, and it displays the correct data entered in the file import file.
  7. Post the file which is compiled successfully in step #1c.
  8. Verify that the file posts successfully.
  9. Select the "Print File" option and review the report.
  10. Verify that the ‘Billing Provider NPI’ and ‘Type of Bill (First Two Digits)’ fields are added to the report, and it displays the correct data entered in the file import file.
  11. Open the 'Program Maintenance' form.
  12. Click "Edit" in the 'Add/Edit' field to select the program imported in step #1.
  13. Verify the ‘Billing Provider NPI’ and ‘Type of Bill (First Two Digits)’ fields are added to the program correctly.
Topics
• File Import • NX • Program Maintenance
AV-91094 Summary | Details
Program maintenance
Scenario 1: File Import - 'Program Maintenance' file - Add program.
Specific Setup:
  • A 'Program Maintenance' file import file is created with the required field values.
Steps
  1. Open the "File Import" form.
  2. Select the "Program Maintenance" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Select the "File A".
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select the "File A" in the 'Files(s)' field.
  8. Click [Process Action].
  9. Validate an Information message is displayed stating: Compiled
  10. Click [OK].
  11. Select "Print File" in the 'Action' field.
  12. Select the "File A" in the 'Files(s)' field.
  13. Click [Process Action].
  14. Validate the Report Viewer displays the contents of the file.
  15. Click [Close Report].
  16. Select "Post File" in the 'Action' field.
  17. Click [Process Action].
  18. Select the "File A".
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Open the "Program Maintenance" form.
  22. Click [Edit].
  23. Validate the form is filed with the data based on the uploaded file.
  24. Close the form.
Scenario 2: File Import - 'Program Maintenance' file - Edit program.
Specific Setup:
  • A 'Program Maintenance' file import file is created that contains the information for the 'Billing Provider NPI' and ‘Type of Bill (First Two Digits)’ fields along with all other required fields.
Steps
  1. Open the "File Import" form.
  2. Select the 'Program Maintenance' File Type.
  3. Compile the program maintenance file import file created in the setup section.
  4. Verify that the file compiles successfully.
  5. Select the 'Print File' option and review the report.
  6. Verify that the ‘Billing Provider NPI’ and ‘Type of Bill (First Two Digits)’ fields are added to the report, and it displays the correct data entered in the file import file.
  7. Post the file which is compiled successfully in step #1c.
  8. Verify that the file posts successfully.
  9. Select the "Print File" option and review the report.
  10. Verify that the ‘Billing Provider NPI’ and ‘Type of Bill (First Two Digits)’ fields are added to the report, and it displays the correct data entered in the file import file.
  11. Open the 'Program Maintenance' form.
  12. Click "Edit" in the 'Add/Edit' field to select the program imported in step #1.
  13. Verify the ‘Billing Provider NPI’ and ‘Type of Bill (First Two Digits)’ fields are added to the program correctly.
Topics
• File Import • Program Maintenance