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Avatar PM 2024 Monthly Release 2024.01.00 Acceptance Tests

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Update 5 Summary | Details
Internal Utilities
Scenario 1: 'Support Utilities' Form (Internal only) - Validate Export 'Envelope' and Export 'Report' Attributes functionality
Steps
  1. Internal Testing Only
Topics
• Modeling
Update 10 Summary | Details
Return From Leaves
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Leaves
Scenario 1: Return From Leaves-Submission
Specific Setup:
  • Registry Setting:
  • The registry setting ‘Default Last Bed On Return From Leave’ set it to 'y'.
  • Admission:
  • An existing In-Patient is identified, or a new Patient is admitted. Note the Patient's id/name, episode number, admission program.
Steps
  1. Open the "Leaves" form.
  2. Enter the "Leave Date"
  3. Select the desired value from the "Type of Leave From" drop down list.
  4. Select the desired value from the "Reason for Leave" drop down list.
  5. Click [Submit].
  6. Open the "Return From Leaves " form.
  7. Verify that the 'Unit' defaults in the "Unit" drop down list.
  8. Verify that the 'Room' defaults in the "Room" drop down list.
  9. Verify that the 'Bed' defaults in the "Bed" drop down list.
  10. Enter the "Return Date".
  11. Select the desired value from the "Reason for Closure of Leave" drop down list.
  12. Click [Submit].
  13. Validate the Error Message.
  14. Click OK.
  15. Select the unit assigned in Program Maintenance.
  16. Select a room from "Room" drop down list.
  17. Select a bed from "Bed" drop down list.
  18. Click [Submit].
  19. Verify the form files successfully.
Topics
• Leaves • NX
Update 18 Summary | Details
Pro-Rated Feed
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Dictionary Update (PM)
  • Post Residential/Inpatient Worklist
  • Client Ledger
  • Discharge
  • Financial Eligibility
  • Leaves
  • Guarantors/Payors
Scenario 1: Validate Pro-Rated Fees Calculation - Client without leave or discharge
Specific Setup:
  • Registry Settings:
  • The following registry setting has a value of '2', at a minimum: Avatar PM->System Maintenance->Service Code Maintenance->->->Additional Service Fee Configuration Fields.
  • The following registry setting has a value of '5': Avatar PM->Services->Inpatient/Residential->->->Number Of Daily Charge Codes.
  • Guarantors/Payors 1 is an active guarantor.
  • Service Codes:
  • Service Code 1: Is an active service code that will be used for pro-rated services room and board charges.
  • Service Code 2: Is an active service code that will be used for pro-rated services daily charge (1).
  • Service Code 3: Is an active service code that will be used for pro-rated services daily charge (2).
  • Service Code 4: Is an active service code that will be used for pro-rated services daily charge (3).
  • Service Code 5: Is an active service code that will be used for pro-rated services daily charge (4).
  • Service Code 6: Is an active service code that will be used for pro-rated services daily charge (5).
  • Service Fee/Cross Reference Maintenance:
  • Service Code 1 - Service Code 6:
  • From Date = desired date.
  • Fee = desired amount, which is distributed across the monthly services. Note each value.
  • UB-94 Revenue Code = desired value.
  • Fee type = Monthly.
  • Pro-Rate Fee For = desired values.
  • Pro-Rated Fee Calculation = Fee/Monthly Days.
  • Client:
  • Is admitted to an inpatient program on or after the earliest 'Service Fee/Cross Reference Maintenance', 'From Date'. Note the ‘Unit’ the client is assigned to. Client has not been placed on leave or discharged during the month.
  • Has a 'Financial Eligibility' record for Guarantors/Payors 1.
  • Equations are used for fee verification based on the value in 'Pro-Rated Fee Calculation'.
  • The value of 'Pro-Rated Fee Calculation' is 'Fee/Monthly Days'. The equation is: the 'Fee' divided by the number of days in the month, times the number of valid days, divided by the number of days in the month.
  • Example 1: Fee is 350.00. Days in month = 31. Valid days = 31. 350/31 = 11.29 for days 1-30, and 11.30 for day 31.
  • Example 2: Fee is 120.00. Days in month = 30. Valid days = 15. 120.00/30x15/30 = 2.00 for the valid days.
Steps
  1. Open ‘Compile Residential/Inpatient Charges’.
  2. Select ‘Individual’ in ‘Individual Or All Units’.
  3. Select desired Unit in ‘Select Unit(s)’.
  4. Set the ‘Compile Charges From Date’ to desired value.
  5. Set the ‘Compile Charges Through Date’ to desired value.
  6. Select ‘Yes’ in ‘Do You Wish To Recreate The Residential/Inpatient Worklist’
  7. Click [Process].
  8. Validate that the report fees are correct for each service code, ensuring that at a minimum the first and last page of the report are verified. Calculate the fees to verify that the fee in ‘Service Fee/Cross Reference Maintenance’ is correct for the valid number of days in the month.
  9. Open ‘Post Residential/Inpatient Worklist’.
  10. Select ‘Individual’ in ‘Individual Or All Units’.
  11. Select desired Unit in ‘Select Unit(s)’.
  12. Set the ‘Post Charges From Date’ to desired value.
  13. Set the ‘Post Charges Through Date’ to desired value.
  14. Click [Process].
  15. Validate that the report fees are the same as above.
  16. If desired, open ‘Client Ledger’ for the client and verify the fees for the date range and services.
Scenario 2: Validate Pro-Rated Fees Calculation - Client with leave only & Client with leave & discharge
Specific Setup:
  • Registry Settings:
  • The following registry setting has a value of '2', at a minimum: Avatar PM->System Maintenance->Service Code Maintenance->->->Additional Service Fee Configuration Fields.
  • The following registry setting has a value of '5': Avatar PM->Services->Inpatient/Residential->->->Number Of Daily Charge Codes.
  • Guarantors/Payors 1 is an active guarantor.
  • Service Codes:
  • Service Code 1: Is an active service code that will be used for pro-rated services room and board charges.
  • Service Code 2: Is an active service code that will be used for pro-rated services daily charge (1).
  • Service Code 3: Is an active service code that will be used for pro-rated services daily charge (2).
  • Service Code 4: Is an active service code that will be used for pro-rated services daily charge (3).
  • Service Code 5: Is an active service code that will be used for pro-rated services daily charge (4).
  • Service Code 6: Is an active service code that will be used for pro-rated services daily charge (5).
  • Service Fee/Cross Reference Maintenance:
  • Service Code 1 - Service Code 6:
  • From Date = desired date.
  • Fee = desired amount, which is distributed across the monthly services. Note each value.
  • UB-94 Revenue Code = desired value.
  • Fee type = Monthly.
  • Pro-Rate Fee For = desired values. If 'Missing Service Code' is not selected in the field, leave days will be counted as valid days.
  • Pro-Rated Fee Calculation = Fee/Monthly Days.
  • Dictionary Update:
  • Client - Type of Leave From (757):
  • Extended Dictionaries:
  • Chargeable Leave Y/N = Y.
  • Room And Board Billing Code Override = a Room & Board Code that is not Service Code 1.
  • Client:
  • Is admitted to an inpatient program on or after the earliest 'Service Fee/Cross Reference Maintenance', 'From Date'. Note the ‘Unit’ the client is assigned to. The service codes noted above are used in the 'Inpatient/Partial/Day Treatment' section of the form.
  • Client has a billable leave during the month. Note the number of leave days. The client has not been discharged during the month.
  • Has a 'Financial Eligibility' record for Guarantors/Payors 1.
  • Equations are used for fee verification based on the value in 'Pro-Rated Fee Calculation'.
  • The value of 'Pro-Rated Fee Calculation' is 'Fee/Monthly Days'. The equation is: the 'Fee' divided by the number of days in the month, times the number of valid days, divided by the number of days in the month.
  • Example 1: Fee is 350.00. Days in month = 31. Valid days = 31. 350/31 = 11.29 for days 1-30, and 11.30 for day 31.
  • Example 2: Fee is 120.00. Days in month = 30. Valid days = 15. 120.00/30x15/30 = 2.00 for the valid days.
Steps
  1. Open ‘Compile Residential/Inpatient Charges’.
  2. Select ‘Individual’ in ‘Individual Or All Units’.
  3. Select desired Unit in ‘Select Unit(s)’.
  4. Set the ‘Compile Charges From Date’ to desired value.
  5. Set the ‘Compile Charges Through Date’ to desired value.
  6. Select ‘Yes’ in ‘Do You Wish To Recreate The Residential/Inpatient Worklist’
  7. Click [Process].
  8. Validate that the report fees are correct for each service code, ensuring that at a minimum the first and last page of the report are verified. Calculate the fees to verify that the fee in ‘Service Fee/Cross Reference Maintenance’ is correct for the valid number of days in the month.
  9. Open ‘Post Residential/Inpatient Worklist’.
  10. Select ‘Individual’ in ‘Individual Or All Units’.
  11. Select desired Unit in ‘Select Unit(s)’.
  12. Set the ‘Post Charges From Date’ to desired value.
  13. Set the ‘Post Charges Through Date’ to desired value.
  14. Click [Process].
  15. Validate that the report fees are the same as above.
  16. If desired, open ‘Client Ledger’ for the client and verify the fees for the date range and services.
  17. In the next month, place the client on a billable leave on desired date. Return the client from leave on desired date. Discharge the client at least one day after returning from leave.
  18. Repeat steps 1-17 for the new month of services.
Topics
• Pro Rated Fee
Update 23 Summary | Details
Service Fee/Cross Reference
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Fee/Cross Reference Maintenance
  • Service Codes
  • File Import
  • Crystal Report Viewer
  • CPT Code Definition (PM)
Scenario 1: File Import - Service Fee/Cross Reference - Import Process Type = FU&GU
Specific Setup:
  • Registry Setting:
  • Set the registry setting 'Import Process Type' to 'FU&GU'.
  • Set the registry setting 'Disable Full Table Backups Prior To File' to 'F'.
  • Service Codes:
  • Add a new service code for testing purposes. Note the service code/name.
  • File Import:
  • Create an import file to add Service Fee/Cross Reference details (File A),
Steps
  1. Open the 'File Import' form.
  2. Select the 'Service Fee/Cross Reference' in the 'File Type' field.
  3. Select 'Upload New File' in the 'Action' field.
  4. Click [Process Action].
  5. Select the 'File A'.
  6. Select 'Compile/Validate File' in the 'Action' field.
  7. Select the 'File A' in the Files(s) field.
  8. Click [Process Action].
  9. Validate an Information message is displayed stating: Compiled
  10. Click [OK].
  11. Select 'Print File' in the 'Action' field.
  12. Select the 'File A' in the Files(s) field.
  13. Click [Process Action].
  14. Validate the Report Viewer displays the contents of the file.
  15. Click [Close Report].
  16. Select 'Post File' in the 'Action' field.
  17. Click [Process Action].
  18. Select the 'File A'.
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Open the 'Service Fee/Cross Reference Maintenance' form.
  22. Click [Edit].
  23. Enter the filed 'Service Code'.
  24. Enter the filed 'From Date'.
  25. Click [Select Fee/Cross Ref To Edit/Default From Existing Row].
  26. Select a valid Row.
  27. Click [OK].
  28. Validate the form is filed with the data based on the uploaded file.
  29. Click [Submit].
  30. Click [No].
Scenario 2: Add/Edit a new Service Code-Service Code
Steps
  1. Open "Service Codes" Form.
  2. Click [Add] in 'Add new or Edit Existing item'.
  3. Enter desired 'Service Code'.
  4. Select any value in 'Service Code Category'.
  5. Select any value in 'Service Code Type'.
  6. Click [No] in 'Inactive Service Code'.
  7. Enter any value in 'Service Code Definition'.
  8. Select any value in 'Service Required By'
  9. Select any value from 'Type Of Service dropdown'.
  10. Select any value in 'Type of Fee'.
  11. Enter any value in 'Minutes Per Unit.'
  12. Select any value in Unit Rounding Logic.
  13. Select any value in 'Degree of Rounding'.
  14. Select any value from 'Group Code' dropdown list.
  15. Select any value from 'Covered Charge Category' dropdown list.
  16. Select any value from 'Is This A Balance Forward Service Code'.
  17. Select any value from 'Is This Service a Procedure'.
  18. Select any value from 'Emergency Indicator'.
  19. Select any value from 'Does This Code Have A Professional Component'.
  20. Select any value from 'Is This Service A Visit'.
  21. Select any value from 'Is This Service An Intervention?'
  22. Click Submit.
  23. Click[Yes].
  24. Click [Edit] in 'Add new or Edit Existing item'.
  25. Enter desired Service Code'.
  26. Verify 'Service Code Category' value.
  27. Verify 'Service Code Type' value.
  28. Verify 'Inactive Service Code' value.
  29. Verify 'Service Code Definition' value.
  30. Verify 'Service Required By' value.
  31. Verify 'Type Of Service' dropdown list value.
  32. Verify 'Type of Fee' value.
  33. Verify 'Minutes Per Unit' value.
  34. Verify 'Unit Rounding Logic' value.
  35. Verify 'Degree of Rounding' value.
  36. Verify 'Group Code dropdown list' value.
  37. Verify 'Covered Charge Category' dropdown list value.
  38. Verify Is 'This A Balance Forward Service Code' value.
  39. Verify 'Is This Service a Procedure' value.
  40. Verify 'Emergency Indicator' value.
  41. Verify 'Does This Code Have A Professional Component' value.
  42. Verify 'Is This Service A Visit' value.
  43. Verify 'Is This Service An Intervention?' value.
  44. Click Submit.
  45. Click [No].
Post Staff Activity
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Appointment Management
  • Scheduling Calendar
  • Post Staff Activity Log
  • Client Ledger
Scenario 1: Appointment Management - Individual and Group scheduling
Specific Setup:
  • Sites must be defined.
  • Create or identify two practitioners using 'Practitioner Enrollment'. This is Practitioner A and Practitioner B.
  • Using the 'Staff Members Hours and Exceptions' form, enter in hours for the site/practitioners.
  • A group must exist that contains at least two or more clients (Group A).
  • Identify an active existing client (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select 'Practitioner A' on the left-hand side.
  3. Right click on any available time slot for 'Practitioner A'.
  4. Click [Add Appointment].
  5. Verify the 'Add New Appointment' window exists.
  6. Enter any individual service code in the 'Service Code' field.
  7. Enter 'Client A' in the 'Client' field.
  8. Select any value from the 'Episode Number' field.
  9. Select any value from the 'Program' field.
  10. Click [Submit].
  11. Right click on the appointment created in the previous step for 'Client A'.
  12. Click [Copy].
  13. Right click in any available time slot for 'Practitioner A.
  14. Click [Paste Appointment].
  15. Validate a "Warning- Same Day Existing Appointments" message is displayed for ;Client A'.
  16. Click [OK].
  17. Validate that 'Client A' now has two appointments listed.
  18. Right click on the appointment just pasted for 'Client A'.
  19. Click [Delete].
  20. Validate a "Delete Appointment" message is displayed: Are you sure?
  21. Click [Yes] and [Dismiss].
  22. Access the 'Appointment Management' form.
  23. Enter 'Practitioner A' in the 'Practitioner' field.
  24. Enter the current date in the 'Appointment Start Date' field.
  25. Enter the current date in the 'Appointment End Date' field.
  26. Click [Print].
  27. Validate an 'Appointment Management' report is displayed with the appointment for 'Client A'.
  28. Click [Add/Edit Appointments].
  29. Validate the appointment for 'Client A' is displayed.
  30. Select the 'End' field and change the end time to any other value.
  31. Click [Save].
  32. Close the form.
  33. Access the 'Scheduling Calendar' form.
  34. Validate the 'Scheduling Calendar' has been updated to reflect 'Client A's' appointment with the new 'End' time entered in previous step.
  35. Click [Refresh].
  36. Right click on the appointment for 'Client A'
  37. Click [Check In].
  38. Validate an "Information" message is displayed stating: Invalid or no 'Pre Payment Service Code' defined in the registry. All payments must be filed at check out.
  39. Click [OK].
  40. Validate the 'Check In' window is displayed.
  41. Click [Submit].
  42. Right click on the appointment for 'Client A'.
  43. Click [Check Out].
  44. Validate a 'Check Out' window is displayed.
  45. Click [Submit].
  46. Right click on any available time slot for 'Practitioner A'.
  47. Click [Add Appointment].
  48. Verify the 'Add New Appointment' window exists.
  49. Enter any group service code in the 'Service Code' field.
  50. Enter 'Group A' in the 'Group #' field.
  51. Select any value from the 'Program' field.
  52. Select the 'Group Members' tab.
  53. Select "Add" from the 'Add / Edit / Remove Group Members' field.
  54. Enter any client that is not in 'Group A' in the 'Client' field.
  55. Click [Update Members].
  56. Validate the client selected in the previous step is displayed in the 'Current Group Appointment Members' field.
  57. Select "Remove" from the 'Add / Edit / Remove Group Members' field.
  58. Select the client added in the previous steps from the 'Edit / Remove Multiple Group Members' field.
  59. Click [Update Members].
  60. Validate the client added in the previous steps is no longer displayed in the 'Current Group Appointment Members' field.
  61. Click [Submit] and [Dismiss].
  62. Access the 'Appointment Management' form.
  63. Enter 'Practitioner A' in the 'Practitioner' field.
  64. Enter the current date in the 'Appointment Start Date' field.
  65. Enter the current date in the 'Appointment End Date' field.
  66. Click [Add/Edit Appointments].
  67. Validate the appointment for 'Group A' is displayed.
  68. Check the 'Post' checkbox.
  69. Click [Save].
  70. Close the form.
  71. If desired, repeat step for 'Practitioner B'.
Scenario 2: Post Appointment - Post Staff Activity Log
Specific Setup:
  • Group with 4-5 Clients must have an appointment for (Service A) scheduled with Practitioner A and Practitioner B.
Steps
  1. Access the 'Post Staff Activity Log' form.
  2. Enter the desired practitioner from the Pre-Conditions in the 'Select Staff' field.
  3. Click [Select].
  4. Enter the date of the appointment in the 'Appointment Date' field.
  5. Select the site of the appointment in the 'Appointment Site' field.
  6. Click [Submit].
  7. Validate that a "Pre-Display Confirmation" message is displayed stating: Do you want to return to Pre-Display?.
  8. Click [No].
  9. Access the 'Post Staff Activity Log' form.
  10. Enter 'Practitioner A' from the Pre-Conditions in the 'Select Staff' field.
  11. Click [Select].
  12. Enter the date of the appointment in the 'Appointment Date' field.
  13. Select the site of the appointment in the 'Appointment Site' field.
  14. Enter the 'Group #'.
  15. Click [Submit].
  16. Validate that a "Pre-Display Confirmation" message is displayed stating: Do you want to return to Pre-Display?.
  17. Click [No].
  18. Access the 'Client Ledger' form.
  19. Enter 'Client A' in the 'Client ID' field.
  20. Select 'Episode' from the 'Claim/Episode/All Episodes' field.
  21. Select the episode the appointment was created for from the 'Episode Number' field.
  22. Select 'Simple' in the 'Ledger Type' field.
  23. Click [Process].
  24. Verify that the ledger displays the service code from the posted appointment.
  25. Click [Dismiss].
  26. Validate that a "Form Return" message is displayed stating: Processing report has completed. Do you wish to return to form?
  27. Click [No].
  28. Access the 'Scheduling Calendar' form.
  29. Validate that "Client A's" appointment displays the posted disposition icon: green arrow.
  30. Click [Dismiss].
  31. Access Crystal Reports or other SQL Reporting tool.
  32. Select the PM namespace.
  33. Create a report using the 'SYSTEM.billing_tx_history' table.
  34. Validate a row is displayed for the service created for 'Client A'.
  35. Validate the 'PATID' field contains 'Client A's' ID.
  36. Validate the 'PROVIDER_ID' field contains the practitioner for the appointment.
  37. Validate the 'co_staff_member' field is null.
  38. Validate the 'co_staff_member_2' field contains the Second Co-Practitioner.
  39. Validate the 'co_staff_2_duration' field contains the duration filed for the Second Co-Practitioner.
  40. Validate the 'co_staff_duration' field is null.
  41. Close the report.
Topics
• Service Fee/Cross Reference Maintenance • Service Fee/Cross Reference and Guarantor Definition Export • Service Codes • Scheduling Calendar • Appointment Management • NX • Post Staff Activity Log
Update 24 Summary | Details
Quick Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • Client Charge Input
  • Client Ledger
  • Quick Billing Rule Definition
  • Quick Billing
Scenario 1: Creating and Editing a Quick Billing Batch
Specific Setup:
  • Quick Billing Rule Definition is created and the rule criteria is noted.
  • Admission:
  • Select an existing client, or admit a new client. The client must be in a program that meets the Quick Billing Rule Definition criteria.
  • Client Charge Input:
  • 1-2 days of professional charges are rendered to the clients. Please note the service codes used during rendering services.
Steps
  1. Open the 'Quick Billing' form.
  2. Select 'Add New' in 'Add New Or Edit Existing Quick Billing Batch'.
  3. Select the desired rule in 'Billing Rule To Execute'.
  4. Use a date range spanning services entered.
  5. Select the following in 'Quick Billing Tasks To Execute' :Create Batch.
  6. Click [T] on 'Date of Claim'.
  7. Click [Submit].
  8. Click [OK].
  9. Click [Yes].
  10. Select 'Edit' in 'Add New Or Edit Existing Quick Billing Batch'.
  11. Select the desired 'File'.
  12. Click [Launch Workscreen].
  13. Select a row and note the 'Service Date'
  14. Click [Delete Row].
  15. Click [Yes].
  16. Click [Save].
  17. Click [Yes].
  18. Click [Launch Workscreen].
  19. Verify that service row was deleted.
  20. Click [Close/Cancel].
  21. Click [Submit].
  22. Click [OK].
  23. Close the form.
Topics
• Quick Billing • NX
Update 29 Summary | Details
Remittance Processing Widget - Future Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Financial Eligibility
  • Client Ledger
  • Create Interim Billing Batch File
  • Electronic Billing
  • Remittance Processing Widget
  • Quick Billing Rule Definition
  • Quick Billing
Internal Test Only
Topics
• Remittance Processing • NX • Remittance Processing Widget
Update 30 Summary | Details
Delete Service/Delete Service (Open Services Only) - Auto Append Document Image in Delete Service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Delete Service
  • Service Delete
  • Client Ledger
  • Delete Service (Open Service Only)
  • Clinical Document Viewer
  • Client Charge Input
  • Create New Progress Notes Form
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual) 6
Scenario 1: Delete Service - Validation
Specific Setup:
  • Select a test client and enter charges by using the "Client Charge Input" form.
Steps
  1. Open the "Delete Service" form.
  2. Delete a service for the test client from Setup.
  3. Open the "Client Ledger" form.
  4. Validate the service has been removed from the system.
Scenario 2: Delete Service (Open Service Only) - Delete an open service
Specific Setup:
  • Select a test client and enter charges by using the "Client Charge Input" form.
Steps
  1. Open the "Delete Service (Open Service Only)" form.
  2. Delete a service for the test client from Setup.
  3. Open the "Client Ledger" form.
  4. Validate the service has been removed from the system.
Scenario 3: Registry Setting - Auto Append Document Image in Delete Service
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Auto Append Document Image in Delete Service".
  3. Set the "Value" to "N".
  4. Click "Submit" to file.
  5. Open the "Delete Service" form.
  6. Select a client and date range.
  7. Click "Display Client".
  8. Validate there is no column called "Document" on the form.
  9. Exit the form.
  10. Open the "Registry Settings" form.
  11. Search for the registry setting "Auto Append Document Image in Delete Service".
  12. Set the "Value" to "Y".
  13. Click "Submit" to file.
  14. Open the "Delete Service" form.
  15. Select a client and date range.
  16. Click "Display Client".
  17. Validate there is a column called "Document" on the form.
  18. Exit the form.
Scenario 4: Delete Service - Allow Auto Append of Document Image in Delete Service
Specific Setup:
  • Registry setting "Auto Append Document Image in Delete Service" must be enabled.
  • Using "Client Charge Input", enter 3 charges for a client.
  • Using "Create New Progress Note" form, create a new progress note for testing.
  • Give the Avatar user access to the newly created Progress note form.
  • Refresh menus to add the new form to the user's menu.
  • Using "Document Routing Setup", enable document routing for the newly created progress note form.
Steps
  1. Open the progress note copy that was created for this test.
  2. Generate a progress note for an existing service (select one of the services entered in Setup).
  3. Finalize the progress note.
  4. Sign/Accept the document.
  5. Return to the form.
  6. Generate a progress note for an existing service (select one of the services entered in Setup).
  7. Finalize the progress note.
  8. Sign and Route or Accept and Route the document to an approver.
  9. Exit the form.
  10. Open the "Delete Service" form.
  11. Select the client and date range and click "Display Client".
  12. Note the presence of a new column called "Document".
  13. The new column will indicate the state the document is in, It could be "Final" or "Pending" or blank depending on the status of the form. Final means it's been finalized and stored. Pending means it's waiting to be finalized by approver(s). Blank means there is no document attached to the service.
  14. Services that have the word "Final" next to them cannot be deleted with any other service. "Final" means the service has a finalized document attached to it. If you do try several services together, you will receive the following message: "There are one or more services selected that are associated with a document. These services must be deleted separately.".
  15. Services that have the word "Pending" in the "Document" column can't be deleted until they have been finalized by all approvers and this column value is changed to "Final". If you try to remove a service with a pending document, you will receive the following message: "The selected service is associated with a document that is not "Final". The service cannot be deleted until the document is finalized."
  16. Select a document that has the word "Final" in the "Document" column.
  17. The message "Delete Service No Yes The selected service is associated with a finalized document, continuing will append the document. Would you like to continue?" pops up.
  18. Respond by clicking "Yes" to continue".
  19. Click "Delete" button.
  20. Validate the document that displays includes an appended page that states the "Service has been deleted!!!".
  21. Click "Sign".
  22. Open "Client Ledger".
  23. Validate the service has been removed from the system.
  24. Open "Clinical Document Viewer".
  25. Locate and open the document that was attached to the now deleted service.
  26. Validate the stored document has the appended page attached.
  27. Navigate to the "myToDo" widget.
  28. Accept and Sign the document to approve it.
  29. Open the "Delete Service" form.
  30. Validate the service that was once "Pending" is now "Final".
  31. Delete the service with the finalized document attached.
  32. Validate the document that displays includes an appended page that states the "Service has been deleted!!!".
  33. Click "Sign".
  34. Open "Client Ledger".
  35. Validate the service has been removed from the system.
  36. Open "Clinical Document Viewer".
  37. Locate and open the document that was attached to the now deleted service.
  38. Validate the stored document has the appended page attached.
Scenario 5: Delete Service (Open Services Only) - Allow Auto Append of Document Image in Delete Service
Specific Setup:
  • Registry setting "Auto Append Document Image in Delete Service" must be enabled.
  • Using "Client Charge Input", enter 3 charges for a client.
  • Using "Create New Progress Note" form, create a new progress note for testing.
  • Give the Avatar user access to the newly created Progress note form.
  • Refresh menus to add the new form to the user's menu.
  • Using "Document Routing Setup", enable document routing for the newly created progress note form.
Steps
  1. Open the progress note copy that was created for this test.
  2. Generate a progress note for an existing service (select one of the services entered in Setup).
  3. Finalize the progress note.
  4. Sign/Accept the document.
  5. Return to the form.
  6. Generate a progress note for an existing service (select one of the services entered in Setup).
  7. Finalize the progress note.
  8. Sign and Route or Accept and Route the document to an approver.
  9. Exit the form.
  10. Open the "Delete Service (Open Service Only)" form.
  11. Select the client and date range and click "Display Client".
  12. Note the presence of a new column called "Document".
  13. The new column will indicate the state the document is in, It could be "Final" or "Pending" or blank depending on the status of the form. Final means it's been finalized and stored. Pending means it's waiting to be finalized by approver(s). Blank means there is no document attached to the service.
  14. Services that have the word "Final" next to them cannot be deleted with any other service. "Final" means the service has a finalized document attached to it. If you do try several services together, you will receive the following message: "There are one or more services selected that are associated with a document. These services must be deleted separately.".
  15. Services that have the word "Pending" in the "Document" column can't be deleted until they have been finalized by all approvers and this column value is changed to "Final". If you try to remove a service with a pending document, you will receive the following message: "The selected service is associated with a document that is not "Final". The service cannot be deleted until the document is finalized."
  16. Select a document that has the word "Final" in the "Document" column.
  17. The message "Delete Service No Yes The selected service is associated with a finalized document, continuing will append the document. Would you like to continue?" pops up.
  18. Respond by clicking "Yes" to continue".
  19. Click "Delete" button.
  20. Validate the document that displays includes an appended page that states the "Service has been deleted!!!".
  21. Click "Sign".
  22. Open "Client Ledger".
  23. Validate the service has been removed from the system.
  24. Open "Clinical Document Viewer".
  25. Locate and open the document that was attached to the now deleted service.
  26. Validate the stored document has the appended page attached.
  27. Navigate to the "myToDo" widget.
  28. Accept and Sign the document to approve it.
  29. Open the "Delete Service (Open Service Only)" form.
  30. Validate the service that was once "Pending" is now "Final".
  31. Delete the service with the finalized document attached.
  32. Validate the document that displays includes an appended page that states the "Service has been deleted!!!".
  33. Click "Sign".
  34. Open "Client Ledger".
  35. Validate the service has been removed from the system.
  36. Open "Clinical Document Viewer".
  37. Locate and open the document that was attached to the now deleted service.
  38. Validate the stored document has the appended page attached.
Topics
• NX • Delete Services
Update 33 Summary | Details
Benefit Enrollment and Maintenance (834)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guarantors/Payors
  • Pre-Fill Financial Eligibility Data (834) Setup
  • Admission (Outpatient)
  • Benefit Enrollment and Maintenance (834)
  • Cross Episode Financial Eligibility
Scenario 1: Benefit Enrollment and Maintenance (834) - Load/ Compile/ Post File
Specific Setup:
  • Registry Settings:
  • 'Enable 834 Transaction Set' = Y.
  • 'Pre-Fill Financial Data (834/271)' = Y.
  • 'Update Demographic Data When Posting Eligibility File' = Y.
  • Tester has access to the 'Benefit Enrollment and Maintenance (834)', 'Pre-Fill Financial Eligibility Data (834/271) Setup', 'Guarantors/Payors', 'Update Client Data' and 'Cross Episode Financial Eligibility'' forms.
  • Guarantors/Payors:
  • Select a guarantor to use for 270 / 271 / 834 activity. Note the 'Financial Class' and 'Default Guarantor Plan'.
  • 270 / 271 / 834 section:
  • Insurer Identifier Code Qualifier (1000B-N1-03) = Code Assigned By Organization That Is Destination Of Transaction Set.
  • Insurer Identifier Code (1000B-N1-04) = desired value, noting the value.
  • Pre-Fill Financial Eligibility Data (834/271) Setup:
  • 'Guarantor = above guarantor.
  • Benefit Plan = above 'Default Guarantor Plan'.
  • Insert Guarantor Before or After Financial Classes = desired value.
  • Financial Class = above 'Financial Class'.
  • Client:
  • 'Client 1' is enrolled with no demographic data, no cross episode financial eligibility data, and no 'Benefit Enrollment and Maintenance (834)' submission.
  • 'Client 2' is enrolled with no demographic data, no cross episode financial eligibility data, and no 'Benefit Enrollment and Maintenance (834)' submission.
  • Benefit Enrollment and Maintenance (834)
  • A file exists for 'Client 1' only, that contains the above guarantor, the 'Insurer Identifier Code (1000B-N1-04)' value, and demographic data. 'File 1'.
  • A file exists for 'Client 1' and 'Client 2', that contains the above guarantor, the 'Insurer Identifier Code (1000B-N1-04)' value, and demographic data. 'File 2'. Update at least one field of demographic data for 'Client 1', noting the value.

Steps
  1. Open 'Benefit Enrollment and Maintenance (834)'.
  2. Load, compile, and post 'File 1'.
  3. Open 'Update Client Data' for 'Client 1'.
  4. Validate that the demographic data displays correctly.
  5. Close the form.
  6. Open 'Cross Episode Financial Eligibility' for 'Client 1'.
  7. Validate that the guarantor information displays correctly.
  8. Close the form.
  9. Open 'Benefit Enrollment and Maintenance (834)'.
  10. Load, compile, and post 'File 2'.
  11. Open 'Update Client Data' for 'Client 1'.
  12. Validate that the demographic data that was edited displays correctly.
  13. Close the form.
  14. Open 'Cross Episode Financial Eligibility' for 'Client 1'.
  15. Validate that the guarantor information did not change.
  16. Close the form.
  17. Open 'Update Client Data' for 'Client 2'.
  18. Validate that the demographic data displays correctly.
  19. Close the form.
  20. Open 'Cross Episode Financial Eligibility' for 'Client 2'.
  21. Validate that the guarantor information displays correctly.
  22. Close the form.
Topics
• Update Client Data • Cross Episode Financial Eligibility • Benefit Enrollment and Maintenance (834)
Update 34 Summary | Details
File Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • Crystal Report Viewer
  • Guarantors/Payors
Scenario 1: File Import - Guarantors/Payors -270/271/834 Section
Specific Setup:
  • File Import:
  • The ''Guarantors/Payors 270/271/834'' file type is added to 'File Import'.
  • Create an import file to add 270/271/834 details to a valid Guarantor. ''File A''.
Steps
  1. Open the "File Import" form.
  2. Select "Guarantors/Payors 270/271/834" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Select "File A".
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "File A" in the 'Files(s)' field.
  8. Click [Process Action].
  9. Validate an Information message is displayed stating: Compiled
  10. Click [OK].
  11. Select "Print File" in the 'Action' field.
  12. Select "File A" in the 'Files(s)' field.
  13. Click [Process Action].
  14. Validate the Report Viewer displays the contents of the file.
  15. Click [Close Report].
  16. Select "Post File" in the 'Action' field.
  17. Click [Process Action].
  18. Select "File A".
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK].
  21. Close the form.
  22. Open the "Guarantors/Payors" form.
  23. Select 'Edit' in 'Add New or Edit Existing Guarantor'.
  24. Select desired guarantor.
  25. Select the "270/271/834" section.
  26. Validate the data is populated as per imported file.
  27. Close form.
Topics
• File Import • NX
Update 37 Summary | Details
The 'Alternate Lookup By Room' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Appointment Management
Scenario 1: Validate the 'Alternate Lookup By Room' registry setting
Specific Setup:
  • A practitioner is defined (Practitioner A).
  • Two clients (Client A & Client B) must be admitted into inpatient episodes in the same room (Room A).
  • The registry setting "Include Active Room Number with Client" is set to "1".
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Alternate Lookup By Room" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: Avatar PM->Client Information->Client Lookup->->->Alternate Lookup By Room.
  5. Validate the 'Registry Setting Detail' field contains: Selecting 'Y' will add an alternate search for clients by room number in the My Clients widget and Client Search. This must be an exact match and will look at the 'Include Active Room Number With Client Name' registry setting to potentially parse the room number. Select 'N' to disable this functionality.
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Search for "Room A" in the 'Search Clients' field.
  9. Validate both "Client A" and "Client B" are displayed.
  10. Access the 'Progress Notes (Group and Individual)' form.
  11. Enter "Room A" in the 'Select Client' field.
  12. Validate "Client A" and "Client B" are displayed.
  13. Close the form.
  14. Access the 'Client Ledger' form.
  15. Enter "Room A" in the 'Client ID' field.
  16. Validate "Client A" and "Client B" are displayed.
  17. Close the form.
  18. Access the 'Account Registration' form.
  19. Enter "Room A" in the 'Select Client' dialog.
  20. Validate "Client A" and "Client B" are displayed.
  21. Click [Cancel].
  22. Access the 'Service Authorization' form.
  23. Enter "Room A" in the 'Select Client' dialog.
  24. Validate "Client A" and "Client B" are displayed.
  25. Click [Cancel].
  26. Access the 'Appointment Management' form.
  27. Enter "Room A" in the 'Practitioner' field.
  28. Validate no clients are displayed.
  29. Enter "Practitioner A" in the 'Practitioner' field.
  30. Validate "Practitioner A" is displayed.
  31. Close the form.
  32. Access the 'Registry Settings' form.
  33. Enter "Alternate Lookup By Room" in the 'Limit Registry Settings to the Following Search Criteria' field.
  34. Click [View Registry Settings].
  35. Validate the 'Registry Setting' field contains: Avatar PM->Client Information->Client Lookup->->->Alternate Lookup By Room.
  36. Enter "N" in the 'Registry Setting Value' field.
  37. Click [Submit] and close the form.
  38. Search for "Room A" in the 'Search Clients' field.
  39. Validate "Client A" and "Client B" are not displayed.
  40. Access the 'Progress Notes (Group and Individual)' form.
  41. Enter "Room A" in the 'Select Client' field.
  42. Validate "Client A" and "Client B" are not displayed.
  43. Close the form.
  44. Access the 'Client Ledger' form.
  45. Enter "Room A" in the 'Client ID' field.
  46. Validate "Client A" and "Client B" are not displayed.
  47. Close the form.
  48. Access the 'Account Registration' form.
  49. Enter "Room A" in the 'Select Client' dialog.
  50. Validate "Client A" and "Client B" are not displayed.
  51. Click [Cancel].
  52. Access the 'Service Authorization' form.
  53. Enter "Room A" in the 'Select Client' dialog.
  54. Validate "Client A" and "Client B" are not displayed.
  55. Click [Cancel].
Topics
• Registry Settings
Update 38 Summary | Details
Program Transfer - Pre Admit programs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Transfer
  • Admission (Outpatient)
  • Program Transfer (OutPatient)
  • Dictionary Update (PM)
Scenario 1: Program Transfer - Validate 'Pre Admit' program transfers
Specific Setup:
  • Two Pre Admit programs must be defined in 'Program Maintenance' (Program A & Program B).
  • The 'Allow Admission To File/Edit Pre-Admits' registry setting is set to "Y".
  • The 'Allow Transfers Among Pre-Admit Programs' registry setting is set to "Y".
Steps
  1. Access the 'Pre Admit' form.
  2. Add a pre-admission for a new client. This will be referred to as "Client A".
  3. Enter the desired date in the 'Preadmit/Admission Date' field.
  4. Enter the desired time in the 'Preadmit/Admission Time' field.
  5. Select "Program A" in the 'Program' field.
  6. Select the desired practitioner in the 'Admitting Practitioner' field.
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Select "Client A" and access the 'Program Transfer' form.
  10. Select "Program B" in the 'Program' field.
  11. Enter the desired date in the 'Date Of Transfer' field.
  12. Enter the desired time in the 'Time Of Transfer' field.
  13. Click [Submit].
  14. Select "Client A" and access the 'Pre Admit' form.
  15. Select the existing episode and click [Edit].
  16. Click [Submit].
  17. Validate successful submission.
  18. Select "Client A" and access the 'Admission' form.
  19. Select the existing episode and click [Edit].
  20. Click [Submit].
  21. Validate a message is displayed stating: "Pre-Admission Program has not been changed to an Admission Program, and there are pre-admission transfers associated with this episode. Please edit with the 'Pre-Admission' or 'Program Transfer' form."
  22. Click [OK].
  23. Select any outpatient admission program in the 'Program' field.
  24. Click [Submit].
  25. Validate successful submission.
  26. Select "Client A" and access the 'Admission' form.
  27. Select the existing episode and click [Edit].
  28. Validate the 'Program' field contains the outpatient admission program selected in the previous steps.
  29. Close the form.
Topics
• Pre Admit • Program Transfer
Update 39 Summary | Details
'Client's Email Address' validations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge
  • SoapUI - ClientDemographics
  • SoapUI - UpdateAdmission
  • SQL Query/Reporting
  • Admission (Outpatient)
  • Pre Admit Discharge
Scenario 1: The 'ClientAdmission' - 'AddAdmission' web service: Admission of a new client
Specific Setup:
  • The user has access to a Web services tool.
Steps
  1. Access the Web services tool and select the WSDL for the 'ClientAdmission' - 'AddAdmission' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'AdmissionDate' field.
  6. Enter the desired time in the 'AdmissionTime' field.
  7. Enter the desired practitioner in the 'AdmittingPractitioner' field.
  8. Enter the desired value in the 'ClientFirstName' field.
  9. Enter the desired value in the 'ClientLastName' field.
  10. Enter the desired value in the 'ClientMiddleName' field.
  11. Enter the corresponding name in the 'ClientName' field.
  12. Enter the desired value in the 'ESignatureConsentOnFile' field. Note: "Y" and "N" are accepted values.
  13. Enter the desired value in the 'Program' field.
  14. Enter the desired value in the 'Sex' field.
  15. Enter the desired value in the "Time Zone for Appointment Reminders" field.
  16. Set the "PreferredAppointmentSite" to the desired site.
  17. Populate any other required and desired fields.
  18. Enter the desired value in the 'Address Type' field.
  19. Enter "test@gmailcom" in the 'ClientEmailAddress' field.
  20. Click [Run].
  21. Validate a message is displayed stating: Please enter a valid email address.
  22. Enter "test@gmail.com" in the 'ClientEmailAddress' field.
  23. Click [Run].
  24. Validate the 'Confirmation' field contains a value such as: "Client Unique ID: # Unique ID: #".
  25. Validate the 'Message' field contains: "Client Admission web service has been filed successfully".
  26. Select the client filed in the previous steps and access the 'Admission' form.
  27. Select the record filed in the previous steps and click [Edit].
  28. Validate all populated fields are displayed.
  29. Select the "Demographics" section.
  30. Validate the 'Client Last Name' field contains the value filed in the previous steps.
  31. Validate the 'Client First Name' field contains the value filed in the previous steps.
  32. Validate the 'Client Middle Name' field contains the value filed in the previous steps.
  33. Validate the 'Consent On File For Use of Integrated eSignature' field contains the value filed in the previous steps.
  34. Validate 'Time Zone for Appointment Reminders' field contains the value filed in the previous steps.
  35. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  36. Validate the 'Address Type' field contains the value filed in the previous steps.
  37. Validate the 'Client's Email Address' field contains "test@gmail.com".
  38. Close the form.
Scenario 2: Validate the 'Admission' form for a new client
Steps
  1. Access the 'Admission' form.
  2. Admit a new client into any episode.
  3. Populate all required and desired fields.
  4. Select the "Demographics" section.
  5. Enter "testgmailcom" in the 'Client's Email Address' field.
  6. Validate a message is displayed stating: Please enter a valid email address.
  7. Click [OK].
  8. Enter "testgmail.com" in the 'Client's Email Address' field.
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Click [OK].
  11. Enter "testgmail@com" in the 'Client's Email Address' field.
  12. Validate a message is displayed stating: Please enter a valid email address.
  13. Click [OK].
  14. Enter "test@gmail.com" in the 'Client's Email Address' field.
  15. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  16. Click [Submit].
  17. Access the 'Admission' form for the client admitted in the previous steps.
  18. Click [Edit] for the episode added in the previous steps.
  19. Validate the previously filed data is displayed.
  20. Select the "Demographics" section.
  21. Validate the 'Client's Email Address' field contains "test@gmail.com".
  22. Close the form.
Scenario 3: 'Update Client Data' - Verification of form filing
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter "testgmailcom" in the 'Client's Email Address' field.
  3. Validate a message is displayed stating: Please enter a valid email address.
  4. Click [OK].
  5. Enter "testgmail.com" in the 'Client's Email Address' field.
  6. Validate a message is displayed stating: Please enter a valid email address.
  7. Click [OK].
  8. Enter "testgmail@com" in the 'Client's Email Address' field.
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Click [OK].
  11. Enter "test@gmail.com" in the 'Client's Email Address' field.
  12. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  13. Click [Submit].
  14. Select "Client A" and access the 'Update Client Data' form.
  15. Validate the previously filed data is displayed.
  16. Validate the 'Client's Email Address' field contains "test@gmail.com".
  17. Close the form.
Scenario 4: 'Discharge' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Select an existing episode and click [Edit].
  3. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Discharge Time' field.
  5. Select the desired value in the 'Type Of Discharge' field.
  6. Select the desired practitioner in the 'Discharge Practitioner' field.
  7. Select the "Demographics" section.
  8. Enter "testgmailcom" in the 'Client's Email Address' field.
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Click [OK].
  11. Enter "testgmail.com" in the 'Client's Email Address' field.
  12. Validate a message is displayed stating: Please enter a valid email address.
  13. Click [OK].
  14. Enter "testgmail@com" in the 'Client's Email Address' field.
  15. Validate a message is displayed stating: Please enter a valid email address.
  16. Click [OK].
  17. Enter "test@gmail.com" in the 'Client's Email Address' field.
  18. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  19. Click [Submit].
  20. Select "Client A" and access the 'Discharge' form.
  21. Select the discharged episode and click [Edit].
  22. Validate all previously filed data is displayed.
  23. Select the "Demographics" section.
  24. Validate the 'Client's Email Address' field contains "test@gmail.com".
  25. Close the form.
Scenario 5: 'Pre Admit' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit' form.
  2. Select an existing episode and click [Edit].
  3. Select the "Demographics" section.
  4. Enter "testgmailcom" in the 'Client's Email Address' field.
  5. Validate a message is displayed stating: Please enter a valid email address.
  6. Click [OK].
  7. Enter "testgmail.com" in the 'Client's Email Address' field.
  8. Validate a message is displayed stating: Please enter a valid email address.
  9. Click [OK].
  10. Enter "testgmail@com" in the 'Client's Email Address' field.
  11. Validate a message is displayed stating: Please enter a valid email address.
  12. Click [OK].
  13. Enter "test@gmail.com" in the 'Client's Email Address' field.
  14. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  15. Click [Submit].
  16. Select "Client A" and access the 'Pre Admit' form.
  17. Select an existing episode and click [Edit].
  18. Select the "Demographics" section.
  19. Validate the 'Client's Email Address' field contains "test@gmail.com".
  20. Close the form.
Scenario 6: 'Call Intake' form - Field Validation
Specific Setup:
  • The 'Add Demographics To Call Intake' registry setting must be set to "Y".
  • A client is enrolled in an existing Call Intake program (Client A).
Steps
  1. Select "Client A" and access the 'Call Intake' form.
  2. Select the existing call intake record and click [Edit].
  3. Select the "Demographics" section.
  4. Enter "testgmailcom" in the 'Client's Email Address' field.
  5. Validate a message is displayed stating: Please enter a valid email address.
  6. Click [OK].
  7. Enter "testgmail.com" in the 'Client's Email Address' field.
  8. Validate a message is displayed stating: Please enter a valid email address.
  9. Click [OK].
  10. Enter "testgmail@com" in the 'Client's Email Address' field.
  11. Validate a message is displayed stating: Please enter a valid email address.
  12. Click [OK].
  13. Enter "test@gmail.com" in the 'Client's Email Address' field.
  14. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  15. Click [Submit].
  16. Select "Client A" and access the 'Call Intake' form.
  17. Select the existing call intake record and click [Edit].
  18. Validate the 'Client's Email Address' field contains "test@gmail.com".
  19. Close the form.
Scenario 7: Discharge a client via the 'ClientDischarge' web service
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientDischarge' - 'DischargeClient' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'DateOfDischarge' field.
  6. Enter the desired practitioner in the 'DischargePractitioner' field.
  7. Enter the desired time in the 'DischargeTime' field.
  8. Enter the desired value in the 'TypeOfDischarge' field.
  9. Enter the desired value in the 'AddresType' field.
  10. Enter "Client A" in the 'ClientID' field.
  11. Enter the episode number to be discharged in the 'EpisodeNumber' field.
  12. Enter "test.gmailcom" in the 'ClientEmailAddress' field.
  13. Click [Run].
  14. Validate a message is displayed stating: Please enter a valid email address.
  15. Enter "test@gmail.com" in the 'ClientEmailAddress' field.
  16. Click [Run].
  17. Validate the 'Message' field contains: Client Discharge web service has been filed successfully.
  18. Select "Client A" and access the 'Discharge' form.
  19. Validate all populated fields are displayed as entered in the web service.
  20. Select the "Demographics" section.
  21. Validate the 'Client's Email Address' field contains "test@gmail.com".
  22. Close the form.
Scenario 8: Client Demographic Web Service validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientDemographics' - 'UpdateClientDemographics' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Populate any other desired fields.
  6. Enter "Client A" in the 'ClientID' field.
  7. Enter "test@gmailcom" in the 'ClientEmailAddress' field.
  8. Click [Run].
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Enter "test@gmail.com" in the 'ClientEmailAddress' field.
  11. Click [Run].
  12. Validate the 'Message' field contains: Client Demographics web service has been filed successfully.
  13. Select "Client A" and access the 'Update Client Data' form.
  14. Validate all populated fields are displayed.
  15. Validate the 'Address Type' field contains the value entered via web service.
  16. Validate the 'Client's Email Address' field contains "test@gmail.com".
  17. Close the form.
Scenario 9: The 'ClientAdmission' - 'UpdateAdmission' web service: Update Admission for an existing client
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientAdmission' - 'UpdateAdmission' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Populate all required and desired fields.
  6. Enter "Client A" in the 'ClientID' field.
  7. Enter "Client A's" episode in the 'Episode' field.
  8. Enter "test@gmailcom" in the 'ClientEmailAddress' field.
  9. Click [Run].
  10. Validate a message is displayed stating: Please enter a valid email address.
  11. Enter "test@gmail.com" in the 'ClientEmailAddress' field.
  12. Click [Run].
  13. Validate the 'Confirmation' field contains a value such as: "Client Unique ID: # Unique ID: #".
  14. Validate the 'Message' field contains: "Client Admission web service has been filed successfully".
  15. Select "Client A" and access the 'Admission' form.
  16. Select the admission updated in the previous steps and click [Edit].
  17. Validate all populated fields are displayed.
  18. Validate the 'Client's Email Address' field contains "test@gmail.com".
  19. Close the form.
Scenario 10: Call Intake Web Service validation - ClientCallIntake
Steps
  1. Using Avatar PM 'ClientCallIntake' web service, submit an Intake record for a 'Call Intake' client:
  2. Populate all required fields.
  3. Enter "test@gmailcom" in the 'ClientEmailAddress' field.
  4. Click [Run].
  5. Validate a message is displayed stating: Please enter a valid email address.
  6. Enter "test@gmail.com" in the 'ClientEmailAddress' field.
  7. Click [Run].
  8. Click [Run].
  9. Ensure that Call Intake record returns 'Client Call Intake web service has been filed successfully' message.
  10. Ensure that 'Call Intake' record/episode filed via web service is present with values filed via the web service, including the 'Client's Email Address' field.
Scenario 11: 'Admission (Outpatient)' - Verification of form filing
Steps
  1. Access the 'Admission (Outpatient)' form.
  2. Admit a new client.
  3. Populate all required and desired fields.
  4. Select the "Demographics" section.
  5. Enter "testgmailcom" in the 'Client's Email Address' field.
  6. Validate a message is displayed stating: Please enter a valid email address.
  7. Click [OK].
  8. Enter "testgmail.com" in the 'Client's Email Address' field.
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Click [OK].
  11. Enter "testgmail@com" in the 'Client's Email Address' field.
  12. Validate a message is displayed stating: Please enter a valid email address.
  13. Click [OK].
  14. Enter "test@gmail.com" in the 'Client's Email Address' field.
  15. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  16. Click [Submit].
  17. Access the 'Admission (Outpatient)' form for the client admitted in the previous steps.
  18. Click [Edit] for the episode added in the previous steps.
  19. Validate the previously filed data is displayed.
  20. Select the "Demographics" section.
  21. Validate the 'Client's Email Address' field contains "test@gmail.com".
  22. Close the form.
Scenario 12: 'Pre Admit Discharge' - Verification of form filing
Specific Setup:
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit Discharge' form.
  2. Select an existing episode and click [OK].
  3. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Time Of Discharge' field.
  5. Select the desired value in the 'Type Of Discharge' field.
  6. Select the desired practitioner in the 'Discharge Practitioner' field.
  7. Select the "Demographics" section.
  8. Enter "testgmailcom" in the 'Client's Email Address' field.
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Click [OK].
  11. Enter "testgmail.com" in the 'Client's Email Address' field.
  12. Validate a message is displayed stating: Please enter a valid email address.
  13. Click [OK].
  14. Enter "testgmail@com" in the 'Client's Email Address' field.
  15. Validate a message is displayed stating: Please enter a valid email address.
  16. Click [OK].
  17. Enter "test@gmail.com" in the 'Client's Email Address' field.
  18. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  19. Click [Submit].
  20. Select "Client A" and access the 'Pre Admit Discharge' form.
  21. Select the discharged episode and click [OK].
  22. Validate the previously filed data is displayed.
  23. Select the "Demographics" section.
  24. Validate the 'Client's Email Address' field contains "test@gmail.com".
  25. Close the form.
Topics
• Admission • Update Client Data • Discharge • Pre Admit • Call Intake • Admission (Outpatient) • Pre Admit Discharge
2023 Update 166 Summary | Details
File Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • Crystal Report Viewer
  • Sliding Fee Scale
Scenario 1: File Import - Benefit Plans
Specific Setup:
  • Registry Settings: 'Import File Delimiter' is enabled with desired value.
  • File Import:
  • The 'Avatar_PM_File_Import_Record_Layouts' will be included in the update.
  • The 'Benefit Plan' file type is added to the File Import.
  • Create an import "File A" to add a new 'Benefit Plan'.
  • Create an import "File B" to edit above 'Benefit Plan'.
Steps
  1. Open the "File Import" form.
  2. Select the "Benefit Plan" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Select "File A".
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "File A" in the 'Files(s)' field.
  8. Click [Process Action].
  9. Validate an Information message is displayed stating: Compiled
  10. Click [OK].
  11. Select "Print File" in the 'Action' field.
  12. Select "File A" in the 'Files(s)' field.
  13. Click [Process Action].
  14. Validate the Report Viewer displays the contents of the file.
  15. Click [Close Report].
  16. Select "Post File" in the 'Action' field.
  17. Click [Process Action].
  18. Select "File A".
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Open the "Benefit Plans" form.
  22. Enter the desired plan name.
  23. Verify 'Benefit Plan'.
  24. Verify 'Plan Type'.
  25. Click 'Insurance Plan Level' item.
  26. Verify all the fields are populated as per the import file.
  27. Close the form
  28. Follow steps 1-25, change the import file to "File B" for Edit Benefit Plans File Import.
Scenario 2: File Import: Sliding Fee Scale
Specific Setup:
  • File Import:
  • The 'Avatar_PM_File_Import_Record_Layouts' will be included in the update.
  • The 'Sliding Fee Scale' file type is added to the File Import.
  • Create an import "File A" to add a new 'Sliding Fee Scale'.- "File A".
  • Create an import "File B" to edit above 'Sliding Fee Scale'.-"File B".
  • File Import:
  • The 'Avatar_PM_File_Import_Record_Layouts' will be included in the update.
  • The 'Sliding Fee Scale Calculation Table' is added to the File Import.
  • Create an import "File A" to add a new 'Calculation Table'.-"File C".
  • Create an import "File B" to edit above 'Calculation Table'.-File D".
Steps
  1. Open the "File Import" form.
  2. Select the "Sliding Fee Scale" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Select "File A".
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "File A" in the 'Files(s)' field.
  8. Click [Process Action].
  9. Validate an Information message is displayed stating: Compiled
  10. Click [OK].
  11. Select "Print File" in the 'Action' field.
  12. Select "File A" in the 'Files(s)' field.
  13. Click [Process Action].
  14. Validate the Report Viewer displays the contents of the file.
  15. Click [Close Report].
  16. Select "Post File" in the 'Action' field.
  17. Click [Process Action].
  18. Select "File A".
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Open the "Sliding Fee Scale" form.
  22. Enter the Sliding Fee Scale.
  23. Validate the fields.
  24. Close the form.
  25. Follow steps 1-25, change the import file to "File B" for 'Edit Sliding Fee Scale' File Import.
  26. Open the "File Import" form.
  27. Select the "Sliding Fee Scale Calculation Table" in the 'File Type' field.
  28. Select "Upload New File" in the 'Action' field.
  29. Click [Process Action].
  30. Select "File C".
  31. Select "Compile/Validate File" in the 'Action' field.
  32. Select "File C" in the 'Files(s)' field.
  33. Click [Process Action].
  34. Validate an Information message is displayed stating: Compiled
  35. Click [OK].
  36. Select "Print File" in the 'Action' field.
  37. Select "File C" in the 'Files(s)' field.
  38. Click [Process Action].
  39. Validate the Report Viewer displays the contents of the file.
  40. Click [Close Report].
  41. Select "Post File" in the 'Action' field.
  42. Click [Process Action].
  43. Select "File C".
  44. Validate an Information message is displayed stating: Posted.
  45. Click [OK] and close the form.
  46. Open the "Sliding Fee Scale" form.
  47. Select the desired Slid Fee Scale.
  48. Select 'Calculation Table' item.
  49. Validate the fields.
  50. Close the form.
  51. Follow steps 1-25, change the import file to "File D" for 'Edit Sliding Fee Scale Calculation Table' File Import.
Topics
• File Import • NX • Sliding Fee Scale
2023 Update 185 Summary | Details
WebService Filing.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Reports or other SQL Reporting tool (PM Namespace)
  • Site Specific Section Modeling (PM)
  • Admission (Outpatient)
Scenario 1: Client Admission via WEBSVC Client Admission
Steps
  1. Using desired web service tool, create a request for 'WEBSVC Client Admission'.
  2. Enter the System Code in 'System Code' Field.
  3. Enter the user name in the 'UserName' field.
  4. Enter the password in the 'Password' field.
  5. Enter any value in 'Last Name'.
  6. Enter any value in 'First Name'.
  7. Enter any value in 'Sex'.
  8. Enter any value in 'Type Of Admission'.
  9. Enter any value in 'Preadmit/Admission Date'.
  10. Enter any value in 'SS Pre Adm Dictionary 15'.
  11. Enter any value in 'SS Pre Adm Multiple Select Dictionary 8'.
  12. Enter any Value in 'SS Pre Adm Multiple Select Dictionary 9'.
  13. Click[Run].
  14. Verify Response.
  15. Open 'Pre -Admit' Form.
  16. Enter Value in 'Last Name'.
  17. Enter Value in 'First Name'.
  18. Enter 'Sex'.
  19. Click[Search].
  20. Select the Client.
  21. Click[Edit].
  22. Validate the fields are populated from WebService.
  23. Click [Submit].
Scenario 2: Pre-Admit Form : Add new fields to the form
Specific Setup:
  • Site Specific Section Modeling: 'Patient 554 (Pre Admit) Site Specific Pre Admission:
  • The site specific section has been modified to include the desired prompt definitions for 'SS Pre Adm Dictionary 15 - 34'. Make at least one prompt required,
  • The site specific section has been modified to include the desired prompt definitions for 'SS Pre Adm Multiple Select Dictionary 8 - 27'. Make at least one prompt required,
  • Dictionary Update:
  • Client dictionary is used to add values for the prompts selected above - 'SS Pre Adm Dictionary 15 - 34'.
  • Client dictionary is used to add values for the prompts selected above - 'SS Pre Adm Multiple Select Dictionary 8 - 27'.
Steps
  1. Open 'Pre Admit'.
  2. Enter desire data for all sections, including the 'Site Specific Pre Admission' section. Do not add a value to at least one required field in the 'Site Specific Pre Admission' section.
  3. Click [Submit].
  4. Validate that an error dialog is received regarding the missing required data.
  5. Click [OK].
  6. Add data to the field(s) that are required and are missing data.
  7. Click [Submit].
  8. Open 'Pre Admit' for the same client and select 'Edit'.
  9. Review the submitted data for accuracy.
  10. Change the data in at least one field in the 'Site Specific Pre Admission' section.
  11. Submit the form.
  12. Open 'Pre Admit' for the same client and select 'Edit'.
  13. Review the submitted data to verify that the edited field(s) contain the new data.
  14. Close the form.
  15. If desired, query the 'SYSTEM.site_specific_pre_admission' table to verify the data filed successfully.
Topics
• Pre Admit • Admission • Web Services • Site Specific Section Modeling • NX
 

Avatar_PM_2024_Monthly_Release_2024.01.00_Details.csv