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Avatar PM 2023 Update 65

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.02.00
RADplus 2023 Monthly Release 2023.02.00

Product Update Description

The following issues are resolved: 1)Resolved error "Invalid Primary Key" on form 'File Import' when completing a Support Only File Import. 2)Added a feature for removing a patient from a group appointment on form 'File Import'.

Required Updates

None

Included Updates

7, 31, 32, 34, 59, 64

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
File Import - [Support Only] Guarantor Nature
Please contact your Netsmart representative to change the guarantor nature.
With assistance from a Netsmart representative the guarantor nature can be changed.
Topics
• File Import • Guarantor/Payors • NX
 
File Import - Service Authorization - Member
Resolves an issue to ensure that the file import process completes successfully for the MSO service authorization for a member.
Topics
• File Import • Guarantor/Payors • NX
 
Acceptance Tests
AV-89059 Summary | Details
File Import - [Support Only] Guarantor Nature
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Cross Episode Financial Eligibility
  • Family Financial Eligibility
  • File Import
  • Financial Eligibility
  • Guarantor Nature File Import
  • Guarantors/Payors
Scenario 1: File Import - [Support Only] Guarantor Nature – Non-contract guarantor to Contract - 'If Customized Retain Customization' = 'Y' in File Import and client has two guarantors
Steps

**Internal testing only
Topics
• File Import • Guarantor/Payors • NX
AV-90890 Summary | Details
File Import - Service Authorization - Member
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • Service Authorization
  • Client Ledger
  • Cross Episode Financial Eligibility
  • Family Financial Eligibility
  • Financial Eligibility
  • Guarantor Nature File Import
  • Guarantors/Payors
Scenario 1: File Import - Service Authorization - Verification of Member Service Authorization
Specific Setup:
  • Registry Setting:
  • The 'Avatar MSO->Membership Management->Member Enrollment->->->Require Member Enrollment' registry setting is set to 'Y'.
  • The 'Avatar PM->System Maintenance->File Import->->->Import File Delimiter' is set to '2'.
  • Member Enrollment:
  • An existing member is identified, or a new member is created who has a 'Funding Source' record in 'Member Specific Information' and has no 'Service Authorization' record for the 'Funding Source'. Note the member id and funding source.
  • The 'File Import' file is created to add an 'MSO - Service Authorization - Member' for Member and the 'Funding Source.
  • Access to 'Crystal Reports' or other SQL reporting tool.
  • User Definition:
  • Access permission to Avatar MSO SQL table 'SYSTEM.file_import_mem_svc_auth'.
Steps
  1. Open the 'File Import' form in Avatar PM.
  2. Select File Type '[Avatar MSO] Service Authorization - Member'.
  3. Validate ‘Upload File’ is selected in the ‘Action’.
  4. Select ‘[Avatar MSO] Service Authorization – Member’ in ‘File Type’.
  5. Click [Process Action].
  6. Select the file that will add the authorization for the member.
  7. Verify the file uploads successfully.
  8. Select ‘Compile/Validate File’ in ‘Action’.
  9. Select the file that is recently uploaded successfully.
  10. Click [Process Action].
  11. Verify the file compiles successfully.
  12. Select ‘Post File’ in ‘Action’.
  13. Select the file that is recently compiled successfully.
  14. Click [Process Action].
  15. Verify the file posted successfully.
  16. Open the 'Service Authorization' form.
  17. Select a client that is used in the file import file.
  18. Verify the new authorization record is created.
  19. Validate all the information entered during file import are displayed correctly in the form.
Scenario 2: File Import - [Support Only] Guarantor Nature – Non-contract guarantor to Contract - 'If Customized Retain Customization' = 'Y' in File Import and client has two guarantors
Steps

**Internal testing only
Topics
• File Import • Guarantor/Payors • NX