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Avatar PM 2023 Update 140

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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

The file import process for 'Client Charge Input' is updated to support multiple add-on codes.

Required Updates

None

Included Updates

7, 10, 11, 16, 17, 18, 21, 25, 29, 31, 32, 33, 34, 35, 39, 44, 48, 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, 122, 125, 128, 129, 130, 134, 135, 136, 139

Details
NEW1 CHANGED0 FIXED0
New (1)
File Import - Client Charge Input
Functionality for File Import - Client Charge Input has been modified to allow multiple Add-On service codes.
Value Added: Users can add multiple add-on service codes the Client Charge Input - File Import.
Topics
• File Import
 
Acceptance Tests
AV-77640 Summary | Details
File Import - Client Charge Input
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Crystal Report Viewer
  • File Import
  • Registry Settings (PM)
Scenario 1: File Import - Client Charge Input - Multiple add-on codes - Enable Multiple Add-On Code Per Primary Code Functionality
Specific Setup:
  • Registry Setting:
  • The Avatar PM->System Maintenance->Service Code Maintenance->->->Enable Multiple Add-On Code Per Primary Code Functionality is set to 'N'.
  • Dictionary Update:
  • File= 'Other Tabled File,
  • Data Element -291, Service Code Type'
  • Dictionary Code = 1
  • Dictionary Value = Evaluation Therapy
  • Extended dictionary 'Allow Multiple Add-On Code' = Yes
  • Service Codes:
  • A primary service code is created to have desired number of add-on with a 'Service Code Category of 'Primary Code' and a desired 'Service Code Type’. Set 'Type of Fee' to desired value. Note the code and definition.
  • A desired service code is created with a 'Service Code Category of 'Primary Add-On Code' and a desired 'Service Code Type’. Set 'Type of Fee' to desired value. Note the code and definition.
  • Maximum 10 add-on codes created with a 'Service Code Category of 'Add-On Code' and a desired 'Service Code Type. Set 'Type of Fee' to desired value. Note the code and definition.
  • All the Add-On service codes created above are checked in the 'Select Multiple Addon Codes' check list for the Primary service code.
  • A 'Service Fee/Cross Reference Maintenance' record is created for all the service codes. Note the fee for each service code.
  • An active practitioner is identified. Note the practitioner ID.
  • An active client is identified. Note the client id, name.
  • The client has an active diagnosis record. Note the diagnosis codes. The client has an active financial eligibility record. Note the financial class of the guarantor. Note the client ID. Note the episode and program.
  • Use 'Client Charge Input to create a service for the client, on the current date, using 'Service Code 5' as the 'Service Code' and 'Service Codes 1 - 4' as the 'Add-On Services'. The service has been closed.
  • File Import text files created. Note the file name and path to access that file.
  • First file is created with the valid combination of primary and associated add-on codes.
  • Second file is created with the invalid combination of primary and the add-on codes that are not associated with primary codes.
Steps
  1. Open the 'File Import' form.
  2. Select the 'Client Charge Input' from the 'File Type' field.
  3. Upload the 'Multiple Add-Ons' file created in the setup section.
  4. Compile the file.
  5. Verify the file does not compile successfully and the error message regarding the registry setting is disabled.
  6. Open the 'Registry Setting' form.
  7. Set the 'Enable Multiple Add-On Code Per Primary Code Functionality' setting and set it to 'Y'.
  8. Upload the 'Multiple Add-Ons' file created with the valid primary and add-on codes in the setup section.
  9. Compile the file.
  10. Verify the information message : 'Compiled'.
  11. Click [OK].
  12. Post the file.
  13. Verify the file posted successfully.
  14. Close the form.
  15. Open the 'Client Ledger' form.
  16. Close the form.
  17. Open the 'File Import' form.
  18. Select the 'Client Charge Input' from the 'File Type' field.
  19. Upload the 'Multiple Add-Ons' file created in the setup section with invalid primary and Add-On combination.
  20. Compile the file.
  21. Verify the file does not compile successfully and the error message regarding the unassigned add-on codes to the primary codes in the file.
  22. Close the report.
  23. Upload the 'Multiple Add-Ons' file created in the setup section with valid primary and add-on code combination.
  24. Compile the file.
  25. Verify the information message : 'Compiled'.
  26. Click [OK].
  27. Post the file.
  28. Verify the file posted successfully.
  29. Close the form.
  30. Open the 'Client Ledger' form.
  31. Validate the Primary service code display with Multiple Add-on codes.
  32. Close the form.
Topics
• File Import
Table Changes
Table Column Change
file_import_tx add_on_service_code_1 ADD
file_import_tx add_on_service_code_2 ADD
file_import_tx add_on_service_code_3 ADD
file_import_tx add_on_service_code_4 ADD
file_import_tx add_on_service_code_5 ADD
file_import_tx add_on_service_code_6 ADD
file_import_tx add_on_service_code_7 ADD
file_import_tx add_on_service_code_8 ADD
file_import_tx add_on_service_code_9 ADD
file_import_tx add_on_service_code_10 ADD
file_import_tx add_on_duration_1 ADD
file_import_tx add_on_duration_2 ADD
file_import_tx add_on_duration_3 ADD
file_import_tx add_on_duration_4 ADD
file_import_tx add_on_duration_5 ADD
file_import_tx add_on_duration_6 ADD
file_import_tx add_on_duration_7 ADD
file_import_tx add_on_duration_8 ADD
file_import_tx add_on_duration_9 ADD
file_import_tx add_on_duration_10 ADD
file_import_tx add_on_notes_1 ADD
file_import_tx add_on_notes_2 ADD
file_import_tx add_on_notes_3 ADD
file_import_tx add_on_notes_4 ADD
file_import_tx add_on_notes_5 ADD
file_import_tx add_on_notes_6 ADD
file_import_tx add_on_notes_7 ADD
file_import_tx add_on_notes_8 ADD
file_import_tx add_on_notes_9 ADD
file_import_tx add_on_notes_10 ADD