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Avatar PM 2023 Update 121

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.03.01
RADplus 2023 Monthly Release 2023.03.01

Product Update Description

Avatar PM 'Admission' and 'Admission (OutPatient)' are updated to support ProviderConnect Enterprise.

Required Updates

None

Included Updates

7, 10, 11, 16, 17, 18, 21, 25, 29, 31, 32, 33, 34, 35, 39, 44, 56, 57, 58, 59, 62, 63, 64, 65, 66, 67, 72, 73, 76, 77, 78, 79, 82, 85, 86, 88, 89, 93, 94, 96, 98, 100, 101, 102, 103, 104, 105, 109, 110, 115, 116, 119, 120

Details
NEW1 CHANGED0 FIXED0
New (1)
Admission - Support for ProviderConnect Enterprise
The 'Admission' and 'Admission (OutPatient)' forms are updated to support ProviderConnect Enterprise.
Value Added: Support for ProviderConnect Enterprise
Topics
• Admission • Admission (Outpatient) • Diagnosis • Discharge • Financial Eligibility • NX • ProviderConnect Enterprise • Update Client Data • Women's Heath History
 
Acceptance Tests
AV-59999 Summary | Details
Admission - Support for ProviderConnect Enterprise
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Admission (Outpatient)
Scenario 1: Admission - "ProviderConnect Enterprise" section
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select "Practitioner A" in the 'Admitting Practitioner' field.
  16. Select the "ProviderConnect Enterprise Identifiers" section.
  17. Click [Add New Item].
  18. Select the defined managing organization in the 'External Organization' field.
  19. Click [Search].
  20. Select the matching client record in the 'Select Matching Client Record' dialog.
  21. Click [OK].
  22. Validate the 'External ID' field is disabled contains the client ID for the client in the managing organization's system.
  23. Click [Update Demographics].
  24. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  25. Click [OK].
  26. Select the "Demographics" section.
  27. Validate demographic fields have been updated to match the managing organization's record.
  28. Click [Submit].
  29. Select the client admitted in the previous steps and access the 'Admission' form.
  30. Select the "ProviderConnect Enterprise Identifiers" section.
  31. Select the mapping filed in the previous steps and click [Edit Selected Item].
  32. Validate the 'External Organization' field is disabled.
  33. Validate the 'External ID' field is disabled.
  34. Validate the 'Search' button is disabled.
  35. Close the form.
  36. Access Crystal Reports or other SQL Reporting Tool.
  37. Select the PM namespace.
  38. Create a report using the 'SYSTEM.pce_client_mapping' table.
  39. Validate a row is displayed for the client mapping created in the previous steps.
  40. Validate the 'ID' field contains a unique identifier (ex. 1||3||1).
  41. Validate the 'FACILITY' field contains the facility (ex. 1).
  42. Validate the 'external_PATID' field contains the ID of the client in the managing organization (ex. 16).
  43. Validate the 'local_PATID' field contains the ID of the client (ex. 3).
  44. Validate the 'managing_organization_ID' field contains the ID of the managing organization the client is mapped to (ex. 1).
  45. Close the report.
Scenario 2: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with the following on file: 'Date of Birth' and 'Social Security Number' (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Practitioner A" in the 'Attending Practitioner' field.
  18. Select the "ProviderConnect Enterprise Identifiers" section.
  19. Click [Add New Item].
  20. Select the defined managing organization in the 'External Organization' field.
  21. Click [Search].
  22. Select the matching client record in the 'Select Matching Client Record' dialog.
  23. Click [OK].
  24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  25. Click [Update Demographics].
  26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  27. Click [OK].
  28. Select the "Admission" section.
  29. Validate the 'Date of Birth' field contains the value on file in the managing organization's system.
  30. Validate the 'Social Security Number' field contains the value on file in the managing organization's system.
  31. Click [Submit].
  32. Access the 'ProviderConnect Enterprise Action Log'.
  33. Enter the desired date in the 'From Date' and 'Through Date' fields.
  34. Enter the desired time in the 'From Time' and 'Through Time' fields.
  35. Select the desired organization in the 'Managing Organization' field.
  36. Select "PutProgramAdmission" in the 'Action Name' field.
  37. Click [View Action Log].
  38. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  39. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  40. Close the report and the form.
Scenario 3: Admission (Outpatient) - "ProviderConnect Enterprise" section
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission (OutPatient)' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select "Practitioner A" in the 'Admitting Practitioner' field.
  16. Select the "ProviderConnect Enterprise Identifiers" section.
  17. Click [Add New Item].
  18. Select the defined managing organization in the 'External Organization' field.
  19. Click [Search].
  20. Select the matching client record in the 'Select Matching Client Record' dialog.
  21. Click [OK].
  22. Validate the 'External ID' field is disabled contains the client ID for the client in the managing organization's system.
  23. Click [Update Demographics].
  24. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  25. Click [OK].
  26. Select the "Demographics" section.
  27. Validate demographic fields have been updated to match the managing organization's record.
  28. Click [Submit].
  29. Select the client admitted in the previous steps and access the 'Admission' form.
  30. Select the "ProviderConnect Enterprise Identifiers" section.
  31. Select the mapping filed in the previous steps and click [Edit Selected Item].
  32. Validate the 'External Organization' field is disabled.
  33. Validate the 'External ID' field is disabled.
  34. Validate the 'Search' button is disabled.
  35. Close the form.
  36. Access Crystal Reports or other SQL Reporting Tool.
  37. Select the PM namespace.
  38. Create a report using the 'SYSTEM.pce_client_mapping' table.
  39. Validate a row is displayed for the client mapping created in the previous steps.
  40. Validate the 'ID' field contains a unique identifier (ex. 1||3||1).
  41. Validate the 'FACILITY' field contains the facility (ex. 1).
  42. Validate the 'external_PATID' field contains the ID of the client in the managing organization (ex. 16).
  43. Validate the 'local_PATID' field contains the ID of the client (ex. 3).
  44. Validate the 'managing_organization_ID' field contains the ID of the managing organization the client is mapped to (ex. 1).
  45. Close the report.
Topics
• Admission • Admission (Outpatient) • Discharge • NX • ProviderConnect Enterprise