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Avatar PM 2023 Update 46

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Avatar CWS 2023 Update 32

Product Update Form Description

The following issues are resolved: 1) Viewing a CWS form bundle in Chart view that has PM Diagnosis form might result in "[UNDEFINED]TabInfo+15^HRADDiagnosisChart" error. 2) Report launched via the 'Run Report' button on the 'CCBHC PPS Compile' form (PPS Compile Report section) will include all clients even when an individual client is selected in the 'Client ID' field. 3) Client Charge Input forms will allow selection of a terminated practitioner in the 'Incident-To Practitioner' field. 4) Report launched from 'Client Account Services Report' will error with "Field is ambiguous among the applicable tables" message.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED3
New (1)
Client Charge Input - Incident-to-Practitioner
Client Charge Input functionality has been enhanced to output a warning messaged when a terminated practitioner is selected in the 'Incident-to-Practitioner' field. KB0072679 v0.01
Terminated practitioners are allowed to be selected for services performed after their termination date without error for the field Incident-to-Practitioner
Value Added: Client Charge Input warns that the 'Incident-to-Practitioner' is not active if they are terminated on or before the date of service.
Topics
• Client Charge Input • NX • Practitioner
 
Fixed (3)
Form Bundler - CWS
An issue has been resolved to successfully process a CWS form bundle that contains the 'Diagnosis' form. KB0073546 v0.01
Topics
• Chart View • Diagnosis
 
CCBHC PPS Compile Report
An issue has been resolved to ensure that only data for the selected client is output to the report. KB0072678 v0.01
CCBHC PPS Compile Report pulls all clients when running the PPS Compile report for a specific PATID
Topics
• CCBHC
 
Client Account Service Report
An issue has been resolved to ensure no error is received when launching the 'Client Account Services Report'. KB0072709 v0.01
Topics
• Billing
 
Acceptance Tests
AV-78941 Summary | Details
Form Bundler - CWS
Scenario 1: Form Bundler: Create and File a New Sequential Bundle
Specific Setup:
  • User must have access to the form 'Form Bundler' in 'User Definition'.
  • A client must be admitted to an active episode (Client A).
Steps
  1. Access the 'Form Bundler' form.
  2. Validate a "Form Bundler" dialog is displayed stating: Edit Existing Form Bundle or Create New Form Bundle.
  3. Click [Create New] and [Print Current Menu].
  4. Validate a "Form Bundler" menu is displayed.
  5. Click [Dismiss].
  6. Enter any value (Form Bundle A) in the 'Form Bundle Description' field.
  7. Select "Sequential" from the 'Type of Bundle' field.
  8. Select any value from the 'Menu to Place Form Bundle Under' field.
  9. Select the 'Included Forms' tab.
  10. Click [Add New Item].
  11. Select any value (ex. 'Call Intake') from the 'Form' field.
  12. Click [Add New Item].
  13. Select any value of the same entity database as the one selected in the previous step (ex. 'Assign Permanent MR#') from the 'Form' field.
  14. Click [Submit].
  15. Access the 'Display Form Bundle' form.
  16. Select "All" from the 'Individual or All Form Bundles' field.
  17. Click [Process].
  18. Validate a Display Form Bundle report is displayed
  19. Validate the report displays "Form Bundle A".
  20. Click [Dismiss].
  21. Validate a "Form Return" dialog is displayed stating: Processing report has completed. Do you wish to return to form?
  22. Click [No].
  23. Select "Client A" and access the form bundle.
  24. Select any value from the 'Select Episode' field.
  25. Click [Add].
  26. Validate that the first form in the bundle opens.
  27. Complete the required fields and click [Submit].
  28. Validate that the next form in the bundle opens for "Client A" with the episode that was selected upon entering the first form of the bundle.
  29. Click [Add]
  30. Complete the required fields and click [Submit].
  31. Validate that the next form in the bundle opens for "Client A" with the episode that was selected upon entering the first form of the bundle
  32. Click [Add]
  33. Complete the required fields and click [Submit].
  34. Compete each of the remaining forms in the bundle and click [Submit].
  35. Validate each form files successfully.
Topics
• Chart View • Diagnosis
AV-81290 Summary | Details
CCBHC PPS Compile Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • CCBHC PPS Compile
  • CCBHC PPS Service Definition
  • Client Charge Input
  • Client Ledger
  • Crystal Report Viewer
  • Diagnosis
  • Dictionary Update (PM)
  • Financial Eligibility
  • Guarantors/Payors
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
Scenario 1: CCBHC PPS Compile - field validation
Specific Setup:
  • The agency processes CCBHC billing and the CCBHC setup is complete.
  • Client 1 has the following:
  • Is enrolled in a program on or after the CCBHC PPS Service Definition effective date.
  • A financial eligibility record for a CCBHC guarantor.
  • Three closed PPS non-enumerated services after the CCBHC PPS Service Definition effective date. Note each date of service.
  • Client 2 has the following:
  • Is enrolled in a program on or after the CCBHC PPS Service Definition effective date.
  • A financial eligibility record for a CCBHC guarantor.
  • Three closed PPS non-enumerated services after the CCBHC PPS Service Definition effective date, and after the dates of service for Client 1. Note each date of service.
  • Client Ledger is viewed to ensure the service distributed to the correct guarantor.
Steps
  1. Open 'CCBHC PPS Compile'.
  2. Validate the 'Client ID' field exists.
  3. Enter the first date of service for Client 1 in 'Start Date'.
  4. Enter the last date of service for Client 1 in 'End Date'.
  5. Enter the 'Client ID' for Client 1.
  6. Click [Compile & Post Services].
  7. Validate that the 'CCBHC Compile Complete' message is received.
  8. Click [OK].
  9. Select the 'PPS Compile Report' section.
  10. Enter the first date of service for Client 1 in 'Start Date'.
  11. Enter the last date of service for Client 1 in 'End Date'.
  12. Enter the 'Client ID' for Client 1.
  13. Click [Run Report].
  14. Validate that the report contains only data for Client 1 and the services are within the 'Start Date' to 'End Date' range.
  15. Close the report.
  16. Select the 'PPS Compile' section.
  17. Enter the first date of service for Client 1 in 'Start Date'.
  18. Enter the last date of service for Client 2 in 'End Date'.
  19. Click [Compile & Post Services].
  20. Click [OK].
  21. Select the 'PPS Compile Report' section.
  22. Enter the first date of service for Client 1 in 'Start Date'.
  23. Enter the last date of service for Client 2 in 'End Date'.
  24. Click [Run Report].
  25. Validate that the report contains data for Client 1 and Client 2 and the services are within the 'Start Date' to 'End Date' range.
Topics
• CCBHC
AV-82321 Summary | Details
Client Charge Input - Incident-to-Practitioner
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Practitioner Enrollment
  • Practitioner Termination
  • Registry Settings (PM)
Scenario 1: Client Charge Input - Incident-to-Practitioner - Terminated Practitioner
Specific Setup:
  • Registry Setting: Enable Incident-To Practitioner = Y.
  • Practitioner: Identify a terminated practitioner.
Steps
  1. Open ‘Client Charge Input’.
  2. Create a charge for any client using desired data.
  3. Enter the terminated practitioner in ‘Practitioner’.
  4. Validate that an error message is received.
  5. Click [OK].
  6. Enter an active practitioner in ‘Practitioner’.
  7. Enter the terminated practitioner in ‘Incident-to-Practitioner’.
  8. Validate that an error message is received.
  9. Click [OK].
  10. Enter an active practitioner in ‘Incident-to-Practitioner’.
  11. Click [Submit].
  12. Close the form.
Topics
• Client Charge Input • NX • Practitioner
AV-87125 Summary | Details
Client Account Service Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Account Services Report
  • Client Charge Input
  • Client Ledger
  • Create Interim Billing Batch File
  • Crystal Report Viewer
  • Diagnosis
  • Electronic Billing
  • Financial Eligibility
  • Individual Cash Posting (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Front Desk Information
Scenario 1: Client Account Services Report - process and validate fields
Specific Setup:
  • User Definition has been used to give the tester access to the report: Avatar PM > Client Management > Account Management > Client Payment History Report. Note the ‘User Description’.
  • Client:
  • In 'Financial Eligibility' the client is assigned a 'Self-Pay' guarantor and at least one non 'Self-Pay' guarantor.
  • The client has services have been claimed by the non 'Self-Pay' guarantor and a portion has been distributed to the 'Self-Pay' guarantor.
  • Note the 'Service Code Definition'.
  • Note the service fees.
  • Note the claim number and the date of the claim.
  • Payments have been made on the services by the non 'Self-Pay' guarantor and the client.
  • Note system date the payments were applied.
  • Note the amounts applied and by which guarantor, And the amounts.
  • Note the 'Posting/Adjustment Code Definition'.
  • Use ‘Admission’ or ‘Admission (Outpatient)’ to note:
  • ‘Episode’
  • ‘Admit Date’
  • 'Discharge Date’
  • ‘Program’
  • ‘Type of Admission’
Steps
  1. Open 'Client Account Services Report'.
  2. Enter the 'Client'.
  3. Enter the desired 'Service Start Date'.
  4. Enter the desired 'Service End Date'.
  5. Click [Process].
  6. Validate the admission information, which includes the 'Episode', Admit Program', 'Admit Type', 'Admit Date', and 'Discharge Date'.
  7. Validate the report data for the 'Client 'Payments', which includes the 'Payment Date', 'Description', 'Amount' and 'Notes'.
  8. Validate the service information, which includes the 'Service Date', 'Service Code Definition', 'Staff', 'Episode', 'Transaction Date', 'Transaction Type', 'Transaction Amount', 'Client Responsibility', 'Insurance Responsibility', 'Guarantor', 'Claim #' and 'Claim Date'.
Scenario 2: Client Account Services Report - Validating payment amount
Specific Setup:
  • Guarantors/Payor:
  • A self pay guarantor is identified. Note the guarantor's code/value.
  • Client:
  • An existing client, with the above guarantor in Financial Eligibility, is selected, or a new client is admitted and assigned the above guarantor in Financial Eligibility. Note the client's id, admission date and admission program.
  • A diagnosis record is created for the client.
  • Service Code:
  • Select a service code that has a Service Fee/Cross Reference Maintenance record, noting the 'Fee’.
  • Recurring Client Charge Input:
  • Services are rendered to the client that will create charges that total more than $10,000.00. Note the service date range.
  • Client Ledger:
  • The service distributed to the self pay guarantor.
Steps
  1. Open desired form and post a payment greater than $10,000.00 to the client. Note the payment date.
  2. Validate that the generated receipt displays the full payment amount.
  3. Close the receipt.
  4. Close the form.
  5. Open the 'Client Ledger' for the client / payment date and validate that the full payment amount displays.
  6. Close the report.
  7. Close the form.
  8. Open 'Client Account Services Report'.
  9. Select the client and the payment date.
  10. Click [Process].
  11. Validate that the report displays the full payment amount.
  12. Close the report.
  13. Close the form.
  14. Repeat steps 1 -13 with a payment amount of less than $1,000.00.
Topics
• Billing