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Avatar PM 2023 Update 189

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar CareFabric 2023 Update 73
Avatar PM 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

Avatar PM is enhanced for future functionality.

Required Updates

None

Included Updates

6, 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, 74, 76, 77, 78, 79, 82, 85, 86, 88, 89, 93, 94, 96, 98, 100, 101, 102, 103, 104, 105, 106, 109, 110, 115, 116, 119, 120, 121, 122, 125, 128, 129, 130, 133, 134, 135, 136, 139, 140, 143, 149, 153, 154, 157, 159, 163, 170, 172, 180, 182, 183

Details
NEW1 CHANGED0 FIXED0
New (1)
Future Functionality
Avatar PM is enhanced for future functionality.
Value Added: Future Functionality
Topics
• Real Time Inquiry (270) Request • RevConnect
 
Acceptance Tests
AV-92559 Summary | Details
Future Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Crystal Report Viewer
  • Eligibility Inquiry (270/271) Real-Time Setup
  • Eligibility Inquiry and Response (270/271) Report
  • Financial Eligibility
  • Guarantors/Payors
  • Real Time Inquiry (270) Request
  • Registry Settings (PM)
Scenario 1: Enable RevConnect = YA - Real Time Inquiry (270) Request
Specific Setup:
  • Netsmart Client Alignment Associate has been contacted to enable 'RevConnect'.
  • Netsmart Avatar support has completed the following:
  • Enabled the 'Enable RevConnect' registry setting has been updated to contain 'YA'.
  • Completed & submitted the 'RevConnect Configuration' form.
  • 'System Generated Email Settings' has been used to add the tester’s email to enable notification verification.
  • Registry Setting:
  • The 'Enable 270/271 Transaction Sets' registry setting is set to 'Y'.
  • Guarantors/Payors:
  • An existing guarantor is identified and has a value of 'Yes' in 'Support 270/271 Transaction Sets' of the '270 / 271 / 834' sections. Note all selections on the form.
  • Admission:
  • A client is admitted to a program, or an existing client is identified. Note client id/name, admission date/program.
  • Financial Eligibility: The above guarantor is assigned to client.
  • Based on the setup in the '270 / 271 / 834' section of 'Guarantors/Payors', the client either has one, or any combination of the following: services, appointments, or an eligibility request in financial eligibility.
  • Eligibility Inquiry (270/271) Real-Time Setup:
  • The 'Access Point Type' contains a 'RevConnect' option only when the 'Enable RevConnect' registry setting has a value of 'YA'.
  • The 'RevConnect Account Key' field is added to the form when the 'Enable RevConnect' registry setting has a value of 'YA'.
Steps
  1. Open 'Real Time Inquiry (270) Request'.
  2. Create a request for the client.
  3. Close the form.
  4. Open 'Eligibility Inquiry And Response (270/271) Report'.
  5. Enter the 'Client' ID' and other desired data.
  6. Click 'Display Report'.
  7. Validate the report data.
  8. Close the report.
  9. Close the form.
  10. Open 'Real Time Inquiry (270) Request'.
  11. Enter the 'Client ID', 'Guarantor' and other desired data.
  12. Click [Process Report].
  13. Click [OK].
  14. Review the report data.
  15. Validate that the 'Response' field contains the correct data.
  16. If desired, click [Post Inquiry].
  17. Close the form.
  18. Open 'CareFabric Monitor'.
  19. Enter the desired 'From Date', 'Through Date' and 'Client ID'.
  20. Click [View Activity Log].
  21. Review the data to ensure the events/actions were created.
  22. Close the report.
  23. Close the form.
Topics
• Real Time Inquiry (270) Request • RevConnect