Skip to main content

Avatar PM 2023 Update 31

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2022 Update 18

Product Update Form 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.

Included Updates

7

Required Updates

None

Details
NEW1 CHANGED0 FIXED3
New (1)
Widget - Advanced Billing Rule Failed Compliance
The 'Advanced Billing Rule Failed Compliance' widget displays the ICD-10 diagnosis code in the 'Dx Code' field. KB0072440 v0.01
Value Added: The Advanced Billing Rule process has been updated to include ICD-10 code of the diagnosis record in the 'Advanced Billing Failed Compliance' widget and in the 'v_patient_svc_diagnosis_code' field of the table 'billing_tx_failed_compliance' SQL table.
Topics
• Advanced Billing Rule Definition
 
Fixed (3)
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. KB0069935 v0.01
Topics
• Add New Appointment • Web Services
 
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. KB0070531 v1.0
Topics
• Edit Service Information • NX
 
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. KB0072540 v0.01
Topics
• File Import • NX • Roll-Up Services Definition
 
Acceptance Tests
AV-80559 Summary | Details
Web Service - WEBSVC.AppointmentScheduling.CLS
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SOAPUI - FileClientChargeInputICD10
  • SOAPUI - AddAppointment
Scenario 1: Client Charge Input - Validate the 'FileClientChargeInputICD10' web service
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified to be used. Note the guarantor code/name.
  • Service codes:
  • An existing service code is identified to be used. Note the service code/description.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for the service code identified in the ' Service Codes' form.
  • Admission:
  • An existing client is identified or a new client is admitted. Note client id, admission program, admission date.
  • Financial Eligibility:
  • A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
Steps
  1. Open SoapUI or any other web service tool.
  2. Set up the 'FileClientChargeInputICD10' method of the 'ClientChargeInput' web service.
  3. Create a new Client Charge Input request for a desired client by specifying the Date of Service, ClientID, Episode Number, diagnosis information and service code within quotes.
  4. Verify the web service displays error message: The following fields are invalid : Service Code : Invalid Service code : "[SERVICE CODE]".
  5. Remove the quotes from the web service request.
  6. File the request again.
  7. Verify the web service files successfully and displays confirmation message: "Client Charge Input web service has been filed successfully."
  8. Login to Avatar.
  9. Open the 'Edit Service Information' form.
  10. Select desired client.
  11. Select desired service.
  12. Verify the service details are correct as filed via web service request.
  13. Click [Submit].
  14. Click [No].
Scenario 2: Appointment Scheduling Web Services - Validating 'AddAppointment' method
Specific Setup:
  • Practitioner Enrollment:
  • An existing practitioner is identified. Note practitioner code/name.
  • Staff Members Hours and Exceptions:
  • The practitioner identified above is defined with hours.
  • Service codes:
  • An existing service code is identified to be used. Note the service code/description.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for the service code identified in the ' Service Codes' form.
  • Admission:
  • An existing client is identified or a new client is admitted. Note client id, admission program, admission date.
Steps
  1. Access SOAPUI or any other web service tool.
  2. File the 'AddAppointment' method of the Appointment Scheduling web service.
  3. Login to Avatar.
  4. Open the 'Scheduling Calendar' form.
  5. Verify that the appointment is on the calendar and the appointment details are correct as filed in the web service.
Topics
• Add New Appointment • Web Services
AV-80608 Summary | Details
Edit Service Information - Editing service for the client
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Registry Settings (PM)
Scenario 1: Edit Service Information - Field Validation
Specific Setup:
  • Registry Setting:
  • The 'Enable Program Filter By Facility Identification Code' registry setting is enabled.
  • Guarantors/Payors:
  • An existing guarantor is identified to be used. Note the guarantor code/name.
  • Service codes:
  • An existing service code is identified to be used. Note the service code/description.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for the service code identified in the ' Service Codes' form.
  • Admission:
  • An existing client is identified or a new client is admitted. Note client id, admission program, admission date.
  • Financial Eligibility:
  • A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
  • Client Charge Input:
  • A service is rendered to the client. Note service date, service code.
  • Client Ledger:
  • A service distributed correctly to the assigned guarantor.
Steps
  1. Open the 'Edit Service Information' form.
  2. Select the desired client in the 'Client ID' field.
  3. Select desired episode from the 'Episode Number' field.
  4. Click [Select Service(s) To Edit].
  5. Verify the 'Select Service(s) To Edit' dialog is displayed.
  6. Select desired service from the 'Select Service(s) To Edit' dialog.
  7. Enter a different value in the 'Duration (Minutes)' field.
  8. Select a new service code in the 'Service Code' field.
  9. Click [OK].
  10. Submit the form.
  11. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  12. Click [No].
  13. Query the 'SYSTEM.billing_tx_history' SQL table.
  14. Validate the 'PATID' column is equal to the correct client id identified in the setup.
  15. Validate the 'date_of_service' column is equal to correct date of service rendered to the client.
  16. Validate the 'duration' column is equal to the correct duration added in the 'Edit Service Information' form.
  17. Validate the 'Service Code' column contains correct service code submitted in the 'Edit Service Information' form.
  18. Validate the 'option_desc' column contains 'Edit Service Information'.
  19. Close the crystal report.
Topics
• Edit Service Information • NX
AV-86291 Summary | Details
Widget - Advanced Billing Rule Failed Compliance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Advanced Billing Failed Compliance Report
  • Advanced Billing Rule Definition
  • Client Charge Input
  • Crystal Report Viewer
  • Guarantors/Payors
  • Service Codes
  • Advanced Billing Rule Failed Compliance
  • Advanced Billing Rule Failed Compliance widget
  • Client Ledger
  • Diagnosis
  • Financial Eligibility
  • Service Fee/Cross Reference Maintenance
Scenario 1: Advanced Billing Rule - Advanced Billing Failed Compliance Report
Specific Setup:
  • A service code with a code length of 20 characters exists.
  • An Advanced Billing Rule Definition exists for the above service code.
  • Note the conditions that will allow the service code to fail compliance.
  • Note the 'Reason For Failed Compliance'.
  • Create a service for a client that will cause the service code to fail compliance. Note the service date.
Steps
  1. Open 'Advance Billing Failed Compliance Report'.
  2. Enter the 'Client'.
  3. Enter the service date in 'Service From Date' and Service Through Date'.
  4. Click [Launch Failed Compliance Report].
  5. Validate the 'Client'.
  6. Validate the 'Service Code'.
  7. Validate the 'Rule Description'.
  8. Validate the 'Reason for Failed Compliance'.
  9. Close the report.
  10. Close the form.
Scenario 2: Advanced Billing Rule - Verify the Advanced Billing Rule Failed Compliance widget
Specific Setup:
  • Home View:
  • The 'Advanced Billing Rule Failed Compliance' widget is available on the home view.
  • Admission:
  • An existing client is identified in the system or create a new client with an outpatient episode. Note the client id, admission program/date.
  • Guarantors/Payors:
  • An existing guarantor is identified to be used as a primary guarantor. Note Guarantor code/Id.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client as a primary guarantor.
  • Diagnosis:
  • Client has an admission diagnosis record. Note the ICD 10 code of the diagnosis.
  • Service Codes:
  • Two existing service code are identified. Note service codes.
  • Service fee/Cross Maintenance:
  • The fee definitions are created for the service codes.
  • Advanced Billing Rule Definition:
  • Advanced Billing Rule Description - Desired value
  • Active - Yes
  • Service Code = desired service code
  • Select Service(s) That Must Also Be Rendered For Distribution = desired service code
  • Guarantor = Primary guarantor assigned to the client
  • Effective date = desired date
  • Gender = All Genders
  • Associated To Age = No
  • Rule Defines Condition For = Compliance
  • Rule Result In = Message Only
  • Client Charge Input:
  • A service is rendered to the client using the service code identified above.
  • Client Ledger:
  • The liability distributed to the primary guarantor of the client.
Steps
  1. Locate To the 'Advanced Billing Rule Failed Compliance' widget.
  2. Verify the client is added in the widget and the diagnosis listed under 'Dx Code' column is ICD10 code of the diagnosis.
Topics
• Advanced Billing Rule Definition
AV-86907 Summary | Details
File Import - Roll-Up Services Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • Roll-Up Services Definition
Scenario 1: Roll-Up Services Definition - File Import
Specific Setup:
  • File Import: Import files have been created to add, edit, and delete a Roll-Up Services Definition that contains multiple practitioner categories.
Steps
  1. Open ‘File Import’.
  2. Select 'Roll-Up Services Definition' in ‘File Type’.
  3. Click [Upload New File] in ‘Action’.
  4. Click [Process Action].
  5. Upload the file that will add the 'Roll-Up Services Definition'.
  6. Click [Compile/Validate File] in ‘Action’.
  7. Select the uploaded file.
  8. Click [Process Action].
  9. If there are errors, click [Print Errors] in ‘Action’.
  10. Select the compiled file.
  11. Click [Process Action].
  12. Review the report and upload and compile again to resolve the errors.
  13. Click [Print File] in ‘Action’.
  14. Click [Process Action].
  15. Review the report to validate the data.
  16. Click [Post File] in ‘Action’.
  17. Select the compiled file.
  18. Click [Process Action].
  19. If desired, Click [Delete File] in ‘Action’.
  20. Select the posted file.
  21. Click [Process Action].
  22. The ‘Delete File’ message will display.
  23. Click desired value. If [Yes], the ‘Confirm message will display. Click [OK]. If [No], the ‘Delete File’ message is removed.
  24. Close the form.
  25. Open 'Roll-Up Services Definition'.
  26. Validate that the definition imported with the correct values.
  27. Close the form.
  28. Repeat steps 1-24 for the file that will edit the 'Roll-Up Services Definition'.
  29. Open 'Roll-Up Services Definition'.
  30. Validate that the edited definition contains the correct values in the edited fields.
  31. Close the form.
  32. Repeat steps 1-24 for the file that will delete the 'Roll-Up Services Definition'.
  33. Open 'Roll-Up Services Definition'.
  34. Validate that the deleted definition does not exist.
  35. Close the form.
Topics
• File Import • NX • Roll-Up Services Definition