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Avatar PM 2024 Quarterly Release 2024.02 Details

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Product Requirements and Recommendations

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  • Avatar PM 'Benefit Enrollment and Maintenance (834)'
    An issue is resolved in 'Benefit Enrollment and Maintenance (834)' to ensure that 'eligibility_exp_date' values in 'Avatar PM SQL table 'SYSTEM.eligibility_dependent_cov' are updated on 834 file posting.
Included Updates
None
Product Update Description
An issue is resolved in 'Benefit Enrollment and Maintenance (834)' where 'eligibility_exp_date' in 'SYSTEM.eligibility_dependent_cov' may not be updated when it should be.
Topics
• Benefit Enrollment and Maintenance (834)
2023 Update 19 Summary | User Acceptance Tests
  • Diagnosis - Chart View
    Avatar PM is enhanced to display credentials for the 'Diagnosing Clinician' for the 'Diagnosis' form in chart view.
Included Updates
None
Product Update Description
Avatar PM is enhanced to display credentials for the 'Diagnosing Clinician' for the 'Diagnosis' form in chart view.
Topics
• Chart View • Diagnosis
  • Payor based Authorization
    Resolves an issue to ensure that the 'SYSTEM.table_payor_auths' table displays correct value when 'Payor Based Authorizations' is submitted with a specified 'Effective Date' field and unspecified (blank) 'Expiration Date' field.
Included Updates
None
Product Update Description
Avatar PM is enhanced to display credentials for the 'Diagnosing Clinician' for the 'Diagnosis' form in chart view.
Topics
• Payor Based Authorizations • Database Tables
  • NCPDP
    An issue is resolved to ensure a Claim rejection information marked as 'Forward to Pharmacy' in the 'NCPDP Response Worklist' tab of the 'Electronic Re-Billing Service Assignment' form was being displayed in the wrong pharmacy. This could occur when there were multiple pharmacies each supported by a different Avatar (sub) system code.
    The following Medicare Part D re-billing related issues are resolved: 1) Items on the 'NCPDP Response Worklist' tab of the 'Electronic Re-Billing Service Assignment' form that were forwarded to the pharmacy system were being incorrectly marked as resolved when information was received back from the pharmacy system. 2) The system would not notify users via pop-up that pharmacy provided information was available for re-billing when a claim/service was selected on the 'NCPDP Re-Billing Service Assignment' tab of the 'Electronic Re-Billing Service Assignment' form unless the pharmacy provided both DUR override(s) as well as submission clarification code(s) (there are situations where the pharmacy only needs to provide one or the other type and not both). 3) Fields 'NCPDP TAB' and 'NCPDP RESPONSE TAB' in the 'Electronic Re-Billing Service Assignment' form were visible instead of hidden. This could occur when registry settings 'Enable NCPDP Billing' and 'Multiple Claim Original Reference Number/Claim Submission Reason Code' are both set to 'Y'.
Included Updates
None
Product Update Description
The following Medicare Part D re-billing related issues are resolved: 1) Items on the 'NCPDP Response Worklist' tab of the 'Electronic Re-Billing Service Assignment' form that were forwarded to the pharmacy system were being incorrectly marked as resolved when information was received back from the pharmacy system. 2) The system would not notify users via pop-up that pharmacy provided information was available for re-billing when a claim/service was selected on the 'NCPDP Re-Billing Service Assignment' tab of the 'Electronic Re-Billing Service Assignment' form unless the pharmacy provided both DUR override(s) as well as submission clarification code(s) (there are situations where the pharmacy only needs to provide one or the other type and not both). 3) Claim rejection information marked as 'Forward to Pharmacy' in the 'NCPDP Response Worklist' tab of the 'Electronic Re-Billing Service Assignment' form was being displayed in the wrong pharmacy. This could occur when there were multiple pharmacies each supported by a different Avatar (sub) system code. 4) Fields 'NCPDP TAB' and 'NCPDP RESPONSE TAB' in the 'Electronic Re-Billing Service Assignment' form were visible instead of hidden. This could occur when registry settings 'Enable NCPDP Billing' and 'Multiple Claim Original Reference Number/Claim Submission Reason Code' are both set to 'Y'.
Topics
• NX • NCPDP
  • SQL Validation
    An issue is resolved where an unexpected error produced on the table 'SYSTEM.billing_tx_filing_compliance' is resolved.
Included Updates
None
Product Update Description
An "Unexpected error executing SqlCompute code for field 'v_pat_det_age_date_of_svc': [UNDEFINED]age+13^HRADPRO1 *%CC]" produced on table SYSTEM.billing_tx_filing_compliance is resolved.
Topics
• Advanced Billing Rule Definition
  • AR Console Export
    An issue is resolved where users when downloading the CSV file from the AR Console Export form could view the information listed without any data wrapping.
Included Updates
None
Required Updates
Avatar PM 2023 Update 101
Product Update Description
An issue is resolved where the 'AR Console Export' form may generate .CSV files where individual rows of data may be broken into more than one line.
Topics
• Accounts Receivable Management • NX
  • Registry Setting
    Users can now use values 'YE' and 'YW' for 'Unit Calculation with Minimum Duration' in Registry Settings form.
  • Registry Setting
    Users can now use values 'YE' and 'YW' for 'Unit Calculation with Minimum Duration' in Registry Settings form.
    With appropriate Registry Setting value users are able to see errors based on the input given to the Unit Calculation with Minimum Duration field.
Included Updates
8, 9, 28
Product Update Description
The registry setting 'Unit Calculation with Minimum Duration' is updated to optionally include new filing options for the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Topics
• Service Codes • File Import • Client Charge Input • Edit Service Information
  • Search Results - Diagnosis Filtering
    The registry setting called 'Default Limit Results by ICD Category' is added to support limiting the ICD-10 results listed for Diagnosis Search fields in myAvatar NX. Note that Avatar RADplus 2024 Update 31 must also be installed to support this functionality.
Included Updates
None
Product Update Description
A Registry Setting called 'Default Limit Results by ICD Category' is added to support limiting the ICD-10 results listed for Diagnosis Search fields in myAvatar NX. Note that Avatar RADplus 2024 Update 31 must also be installed to support this functionality.
Topics
• Diagnosis
  • FoRSE Configuration
    These parameters will be used to establish connection with FoRSE API using such parameters as Facility ID, Secret Key and new company registration, registration status, and survey URLs as provided by naatp.
  • FoRSE Configuration
    FoRSE Configuration form is where you define the "Force Facilities Configuration" and also check the status of data sent to ensure the transmission was successful in the "FoRSE Monitor" section.
  • FoRSE Mapping
    FoRSE Mapping provides a method to map Avatar data to the various surveys that the system is set up to provide.
    Current surveys are: BAM BAM-R BARC-10 FoRSE Admit Survey FoRSE Demographic Information Form FoRSE Discharge Survey FoRSE Outcomes Survey FoRSE Progress Monitoring Survey GAD-7 PHQ-9 Treatment Effectiveness Assessment (TEA) WHOQOL-BREF
  • FoRSE Functionality - Communication API
    The FoRSE communication post-filing hooks determine what data will be sent.
Included Updates
17
Product Update Description
Avatar PM is enhanced to support FoRSE.
Topics
• FoRSE
  • Discontinue or Hold Orders Upon Leave
    The dictionary 'Discontinue Orders Upon Leave' (Client File, data element 772) is modified in the following ways: 1) It is renamed to 'Discontinue or Hold Orders Upon Leave'. 2) The "Yes" entry is changed to "Discontinue". 3) The "No" entry is changed to "Take no Action". 3) The "Hold" entry is added. 'Discontinue or Hold Orders Upon Leave' is an extended attribute off of the 'Type Of Leave From' dictionary (Client File, data element 757). In systems with Avatar Order Entry, it is used to determine what action should be taken regarding a client's orders when they are put on leave via the 'Leaves' form. Please note: Avatar Order Entry 2024 Update 35 is required to support "Hold" functionality.
Included Updates
12
Additional Requirements
Please note: Avatar OE 2024 Update 35 is required to support "Hold" functionality.
Product Update Description
The dictionary 'Discontinue Orders Upon Leave' (Client File, data element 772) is modified in the following ways: 1) It is renamed to 'Discontinue or Hold Orders Upon Leave'. 2) The "Yes" entry is changed to "Discontinue". 3) The "No" entry is changed to "Take no Action". 3) The "Hold" entry is added. 'Discontinue or Hold Orders Upon Leave' is an extended attribute off of the 'Type Of Leave From' dictionary (Client File, data element 757). In systems with Avatar Order Entry, it is used to determine what action should be taken regarding a client's orders when they are put on leave via the 'Leaves' form. Please note: Avatar Order Entry 2024 Update 35 is required to support "Hold" functionality.
Topics
• eMAR NX
  • Registry Settings - Validate Program For Staff Guarantor Coverage
    The 'Validate Program For Staff Guarantor Coverage' registry setting is added to the system.
    A new field 'Program' is added to the 'Guarantor Coverage' section in the 'Practitioner Enrollment' form when the 'Validate Program For Staff Guarantor Coverage' registry setting is enabled.
Included Updates
None
Product Update Description
The 'Validate Program For Staff Guarantor Coverage' registry setting is added.
Topics
• Registry Settings • Practitioner • 837 Professional • 837 Institutional • Web Services
  • File Import
    The issue in the 'File Import' form for the "Service Codes" file import type is resolved.
Included Updates
8, 9, 28, 31, 34
Product Update Description
The issue in the 'File Import' form for the "Service Codes" file import type where the Discipline and National Drug Code fields are required when they should not be is resolved.
Topics
• Service Codes • File Import
  • Quick Billing Rule Definition
    Issue is resolved where the help message from the ‘File Definition’ field was not displaying properly due to special characters '<' and '>'.
    Users should now see the help message correctly with < and > characters properly escaped. This ensures clarity in instructions for the ‘Quick Billing Rule Definition’ form, particularly regarding the use of dynamic keywords in the file description.
Included Updates
None
Product Update Description
The issue in Avatar NX where information was missing from the help message for the 'File Description' field in 'Quick Billing Rule Definition' is resolved.
Topics
• Quick Billing
  • Remittance Processing - Future Functionality
    An issue has been corrected in the 'Remittance Processing' widget which will be available in a future release.
    All testing is internal testing only.
Included Updates
16, 17, 29, 35, 44
Product Update Description
The system is prepared for future functionality.
Topics
• Client Merge • Remittance Processing • Database Tables
  • File Import - DRG Code Table
    An issue is resolved where the DRG codes imported through the ‘File Import’ form to update an existing DRG code with leading zero were not updating the "SYSTEM.table_drg_codes” table entries.
  • Financial Determination - Field Verification
    AN issue is resolved where Financial Determination was issuing an error when attempting to enter the effective date of 2/29/24 (leap year day).
    A defect in the Financial Determination form has been addressed. Previously, an error was encountered when attempting to input the effective date as 2/29/24. This issue has now been resolved, and users can input this date without receiving the RADPlusException: [ILLEGAL VALUE]DATES+13^FinancialDetermination error. This fix enhances the overall user experience by ensuring date inputs are handled correctly by the system, even for special dates like leap year day.
Included Updates
8, 9, 28, 31, 34, 42
Product Update Description
The following issues are resolved: 1) The option to update 'DRG Code Table' in form 'File Import' does not edit "SYSTEM.tabledrgcodes" table entries. 2) The error '[ILLEGAL VALUES]Dates^FinancialDetermination' that can occur on the 'Financial Determination' form when leap days are entered.
Topics
• Diagnosis • 837 Institutional • File Import • Financial Determination
  • The 'Age Display Format' registry setting
    The 'Age Display Format' registry setting is enhanced to support a new registry setting value of "3" to format a client's age. Please note: RADplus 2024 Update 46 is required for full functionality.
    When the 'Age Display Format' registry setting is set to "3", clients under 3 years of age will have their age displayed in months. Clients under 2 years will have their age display in months and days. Clients aged 3 and above will have their age displayed in years only.
Included Updates
None
Product Update Description
The registry setting 'Age Display Format' is enhanced to support a new option to format a client's age. The changes made will be reflected in the following forms and widgets: the 'Admission', 'Admission (Outpatient)', 'Call Intake', 'Pre Admit' and 'Family Registration' forms, as well as the 'Client Header' and 'Client Information' widgets. Note: RAD2024 Update 46 is required to make use of this functionality.
Topics
• Registry Settings • Admission • NX • Admission (Outpatient) • Call Intake • Pre Admit • Family Registration • Widgets • Client Header
  • Cross Episode Financial Eligibility - Policy number
    Resolves an issue to ensure that the subscriber policy number defaults into 'Cross Episode Financial Eligibility' when using the additional policy numbers and default guarantor assignment options.
  • NCPDP Response screen - Spelling error
    Resolves an issue to ensure that the NCPDP responses to RxConnect does not contain spelling errors.
  • SYSTEM.billing_guar_table - field validation
    Resolves an issue to ensure that the 'value_to_display_in_2330B_code' and 'value_to_display_in_2330B_value' fields are added to the SYSTEM.billing_guar_table and display correct data for the guarantor based on the guarantor setup in the 'Guarantors/Payors' and 'Guarantor/Program Billing Defaults' forms.
Included Updates
None
Product Update Description
The following issues are resolved: 1) The subscriber policy number may not default into 'Cross Episode Financial Eligibility' when using the additional policy numbers and default guarantor assignment options. 2) The 'Value to Display in 2330B NM1-09/2430 SVD-01' field is added to the 'billing_guar_table' table. 3) 'Theaputic' is corrected to 'Therapeutic' in the 'Reason for Service Code' dictionary.
Topics
• Cross Episode Financial Eligibility • Dictionary • Guarantor/Payors • Database Tables
  • Dictionary Update - extended dictionary is added for the 'Certification Category' field.
    The extended dictionary 'Adult Or Child' is added for the 'Certification Category' field.
Included Updates
12
Product Update Description
The extended dictionary 'Adult Or Child' is added for the 'Certification Category' field.
Topics
• 837 Professional • Registry Settings
  • Program Maintenance - 'Day Program Services' section
    An issue is resolved in the 'Day Program Services' section of the 'Program Maintenance' form where service codes exceeding 10 characters in length were truncated upon filing.
Included Updates
None
Product Update Description
An issue is resolved in the 'Program Maintenance' form, within the 'Day Program Services' section where 'Service Codes' exceeding 10 characters in length were truncated upon filing. Note: This issue also occurred when posting a 'Day Program Services' file import using a 'Service Code' longer than 10 characters.
Topics
• Program Maintenance • Single Program Maintenance • File Import
  • Various SQL views changed to SQL tables
    'SYSTEM.billing_837_p_report', 'SYSTEM.billing_837_i_report' and 'SYSTEM.billing_837_d_report' are changed from SQL views to tables.
Included Updates
24
Product Update Description
The 'SYSTEM.billing_837_p_report', 'SYSTEM.billing_837_i_report' and 'SYSTEM.billing_837_d_report' are changed from SQL views to tables.
Topics
• 837 Dental • 837 Institutional • 837 Professional
  • Future Functionality
    The system is prepared for future functionality.
Included Updates
None
Product Update Description
The system is prepared for future functionality.
Topics
• HL7 • HL7 Connection Monitor
  • 'Detail of Visits By Client and Program' report
    Avatar PM is enhanced to run the 'Details of Visits By Client and Program' report as a report definition instead of a menu launched report.
Included Updates
None
Product Update Description
Avatar PM is enhanced to run the 'Detail of Visits By Client and Program' report as a report definition instead of a menu launched report.
Topics
• Detail of Visits By Client and Program
  • Service Fee/Cross Reference Maintenance
    A new feature has been added to the 'Service Fee/Cross Reference Maintenance' and 'Guarantor Definitions' sections of the 'Service Fee/Cross Reference Maintenance' form. This feature introduces a new field 'County Where Service is Rendered'.
    The 'Service Fee/Cross Reference Maintenance' form now includes a new field 'County Where Service is Rendered'. This field has been added to both the 'Service Fee/Cross Reference Maintenance' and 'Guarantor Definitions' sections. In addition, the 'Service Fee/Cross Reference and Guarantor Definition Export' form has been updated to account for these new fields. The 'File Import' process for Service Fee/Cross Reference Maintenance has also been updated to include this new field.
  • Electronic Billing - 837 Institutional
    A new feature has been added to the 837 Institutional bill. This feature modifies the bill to include the value in the new field in 2300-HI only if it exists. If the field is blank, no data will be added for this field.
    The 837 Institutional bill has been updated to include a new field in 2300-HI. This field will only contain data if a value exists; otherwise, it will remain blank. When the field is present, "85" will be used for the two-digit Identifier Code in .2 and the value of the field in .5.
Included Updates
8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46
Product Update Description
The field 'County Where Service is Rendered' is added to the 'Service Fee/Cross Reference Maintenance' and 'Guarantor Definitions' sections of the 'Service Fee/Cross Reference Maintenance' form.
Topics
• Service Fee/Cross Reference Maintenance • File Import • Claim Follow-up • Service Fee/Cross Reference and Guarantor Definition Export • Electronic Billing • 837 Institutional
  • Guardiant - metric processing
    The system is prepared for future functionality
Included Updates
None
Product Update Description
The system is prepared for future functionality.
Topics
• Forms
  • Edit Service Information
    The error which can occur when changing the 'Service Code' in the 'Edit Service Information' form, is resolved.
Included Updates
None
Product Update Description
The error "[UNDEFINED]groupservice+8^HRADPRO3 *PT("10001")", which can occur when changing the 'Service Code' in the 'Edit Service Information' form, is resolved.
Topics
• Edit Service Information
  • 'Service Codes' form
    Ensure the 'Service Codes' form does not allow for service codes containing equal signs.
  • Client Merge - 'Target Client'
    Ensure the 'Target Client' field is not cleared out after selecting a client episode in the 'Client Merge' form.
Included Updates
16, 17, 29, 35, 44, 46
Product Update Description
The following issues are resolved: 1) The 'Target Client Id' may be cleared out after selecting a client episode within the 'Client Merge' form. 2) The service code may be truncated in the 'Service Code' field within the 'Service Codes' form.
Topics
• Service Codes • Client Merge
  • Practitioner Enrollment Form - Database Validation
    The SYSTEM.staff_enrollment_history table has been updated to add the fields ‘'PERFID' and 'PPIUniqueID'. This will allow mapping of the Performing Provider ID and Performing Provider Registration information submitted in the 'Practitioner Enrollment' form.
  • File Import - Posting/Adjustment Posting'
    An issue is resolved where 'File Import' allows inactive posting codes to be used and posted without error in 'Posting/Adjustment Posting'.
    The ‘File Import’, ‘'Posting/Adjustment Posting' file will produce an error when an inactive posting code is included in the file. This will prevent the inactive posting code from being filed.
Included Updates
8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 47, 57, 60
Required Updates
Avatar PM 2024 Update 31
Product Update Description
The 'PERFID' and 'PPIUniqueID' fields are added to the SYSTEM.staff_enrollment_history table to map the MSO performing provider ID and performing provider registration filed in the 'Practitioner Enrollment' form. Also the issue is resolved where the 'Payment/Adjustment Posting' file import is allowing inactive posting/adjustment codes to be used.
Topics
• Practitioner • File Import
  • 'Services by Program and Age Group' report
    Avatar PM is enhanced to run the 'Services by Program and Age Group' report as a report definition instead of a menu launched report.
Included Updates
None
Product Update Description
Avatar PM is enhanced to run the 'Services By Program and Age Group' report as a report definition instead of a menu launched report.
Topics
• Report Viewer
  • Retroactive Payor Change
    Issue is resolved where Retroactive Payor Change form doesn’t process unbilled services with guarantor 99999 for individual or all clients.
    Users can now input guarantor 99999 in a client’s financial eligibility without creating an interim billing batch. This update ensures that unbilled services are processed seamlessly within the Retroactive Payor Change form for both individual and multiple clients.
Included Updates
None
Product Update Description
An issue is resolved where the 'Retroactive Payor Change' form may not process unbilled services with guarantor 99999.
Topics
• Retroactive Payor Change
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
    An issue has been resolved in 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' where the 'Write off Posting Code' and 'Post Worklist' fields could be disabled.
Included Updates
None
Product Update Description
An issue is resolved where fields in the 'Post Roll-Up Services Worklist' section of the 'Compile/Edit/Post/Unpost Roll-Up Services Worklists' form would sometimes not be enabled without closing and reopening the form.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist
  • Edit Service Information
    1. An issue is resolved where the facility location display correctly for add-on services. 2. An issue is resolved where enabling the registry setting displays facility location either required or not in 'Edit Service Information' and 'Edit Service Information (Charge Fee Access)' forms based on the input.
Included Updates
12
Product Update Description
The following changes are made: 1) When registry setting 'Enable Alternative Service Location Fields' is set to "Y" the facility location fields on the 'Edit Service Information' and 'Edit Service Information (Charge Fee Access)' forms will become required whenever any one of the fields is valued. Additionally, when none of the facility location fields are valued, none of the facility location fields will be required. 2) An issue has been resolved where addon services were not displaying the correct facility location information.
Topics
• Edit Service Information • 837 Professional • 837 Institutional
  • 'All Documents' widget - Diagnosis entries from user modeled forms
    Ensure the 'All Documents' widget in Avatar NX includes Diagnosis entries that originated in user modeled forms that use the ICD-10 Diagnosis Table Alias.
Included Updates
None
Required Updates
RADplus 2023 Update 67
Product Update Description
An issue where the myAvatarNX All Documents Widget does not include Diagnosis entries which originated in User Modeling forms using the ICD-10 Diagnosis Table Alias is resolved.
Topics
• Modeling • Diagnosis • Widgets
  • Self Pay Payment Redistribution Process
    An issue is resolved where THE Self Pay Payment Redistribution process only worked for Self Pay financial class (6).
    A new registry setting titled ‘Include Guarantors/Payors with System Financial Class of Self Pay in the Self Pay Payment Redistribution Process’ has been introduced. When set to ‘Y’, this feature will allow guarantors/payors with an EDE System Financial Class marked as ‘Self Pay’ to be included in the Self Pay Payment Redistribution process.
Included Updates
None
Product Update Description
The registry setting 'Include Guarantors with Self Pay System Financial Class' is added for the 'Self Pay Payment Redistribution' process.
Topics
• Self Pay Payment Redistribution
  • Advanced Billing Rule Definition
    An issue is resolved where required services defined in 'Advanced Billing Rule Definition' may not be found when entering services.
Included Updates
None
Product Update Description
An issue is resolved where required services set in 'Advanced Billing Rule Definition' may not be found when entering services.
Topics
• Advanced Billing Rule Definition
  • AR Roll Forward Report
    A new form, 'AR Roll Forward Report', has been added to the system.
    The AR Roll Forward Report is a listing of all client accounts with a balance, including billed and unbilled A/R. The report is generated for an Accounting Period. The report will display an opening A/R balance for the selected Accounting Period, the client-based transactions recorded within the selected Accounting Period and the ending A/R balance.
Included Updates
8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 57, 60
Product Update Description
The 'AR Roll Forward Report' form is added.
Topics
• AR Roll Forward Report
  • Bed Management - 'Leave Status Change'
    An issue where the 'Leave Status Change' form may result in the 'Bed Management' form displaying more than one client in the same bed.
  • Bed Management - 'Client Merge' functionality
    Ensure the 'Client Merge' process does not result in the target client being incorrectly displayed as occupying the source client's bed in the 'Bed Management' form.
Included Updates
None
Product Update Description
The following issues are resolved: 1) An issue where the 'Leave Status Change' form may result in the 'Bed Management' form displaying more than one client in the same bed. 2) An issue where the 'Client Merge' form may result in the target client being incorrectly displayed as occupying the source client's bed on the 'Bed Management' form.
Topics
• Bed Management • Leaves • Client Merge
  • Remittance Processing Widget
    Remittance Processing Widget is added to the system.
Included Updates
None
Product Update Description
The 'Remittance Processing' widget is added to the system. Additionally, the 'Prevent Posting Payments Unless Payment has been Acknowledged' registry setting is modified to include the new 'Remittance Processing' widget.
Topics
• Widgets • Remittance Processing
  • Client Demographics - Personal pronouns
    Avatar PM is enhanced to support codified personal pronouns using LOINC codes. The existing 'Personal Pronouns' field on the 'Admission', 'Pre Admit', 'Discharge', and 'Update Client Data' forms is retained, but may now be populated by selecting a value from the 'Select Personal Pronouns' field.
Included Updates
12, 38, 51, 66
Product Update Description
Avatar PM is enhanced to support codified personal pronouns using LOINC codes. The existing 'Personal Pronouns' field on the 'Admission', 'Pre Admit', 'Discharge', and 'Update Client Data' forms is retained, but may now be populated by selecting a value from the new 'Select Personal Pronouns' field.
Topics
• Admission • Update Client Data • Discharge • Pre Admit
  • 'ClientAdmisison' web service
    An issue is resolved where the 'ClientAdmission' web service is unable to change the admission program for pre-admissions after successful submission of the web service.
Included Updates
None
Product Update Description
An issue is resolved where the 'ClientAdmission' webservice is unable to change the admission program for pre-admissions after successful submission of the web service.
Topics
• Pre Admit • Web Services • Admission
  • Registry Settings
    Updated the error messages produced when the registry setting 'Unit Calculation with Minimum Duration' is set to 'YW' or 'YE' when filing the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Included Updates
8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 57, 60
Product Update Description
Updated the error messages produced when the registry setting 'Unit Calculation with Minimum Duration' is set to 'YW' or 'YE' when filing the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Topics
• Registry Settings • Service Codes • Client Charge Input • File Import • Edit Service Information
  • 'Services by Program and Group Code' report
    Avatar PM is enhanced to run the 'Services by Program and Group Code' report as a report definition instead of a menu-launched report.
Included Updates
None
Product Update Description
Avatar PM is enhanced to run the 'Services by Program and Group Code' report as a report definition instead of a menu launched report.
Topics
• Report Viewer
  • 'Services by Provider and Group Code' report
    Avatar PM is enhanced to run the 'Services by Provider and Group Code' report as a report definition instead of a menu launched report.
Included Updates
None
Product Update Description
Avatar PM is enhanced to run the 'Services by Provider and Group Code' report as a report definition instead of a menu launched report.
Topics
• Report Viewer
  • Payment by Posting Date
    an Isue is resolved where after creating and posting a batch in the Remittance Processing widget, the user was unable to run a Payment by Posting Date report using either the check number or the receipt number used on the batch posted. The report returned no records found. This issue was specific to batches posted through the Remittance Processing widget.
    An issue in the Remittance Processing widget has been addressed. Users can now create and post a batch in the widget, and subsequently run a Payment by Posting Date report using either the check number or the receipt number used on the batch posted. The report will now return the correct records. This update applies specifically to batches posted through the Remittance Processing widget.
Included Updates
8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 57, 60, 77
Product Update Description
An issue with the 'Remittance Processing' widget where transactions may not file in the 'SYSTEM.billing_pay_adj_history' table is resolved.
Topics
• Remittance Processing
  • 'Client Charge Input' form
    An issue is resolved where multiple 'Guarantor Override' sections may appear on the 'Client Charge Input' form.
Included Updates
None
Product Update Description
An issue is resolved where multiple 'Guarantor Override' sections may appear on the 'Client Charge Input' form.
Topics
• Registry Settings • Client Charge Input
  • Avatar PM - Smart Search functionality
    Avatar PM's Smart Search is enhanced to support the 'Client's Home Phone', 'Client's Cell Phone' and 'Preferred Name' fields.
Included Updates
12, 38, 51, 66, 75
Required Updates
Avatar PM 2024 Update 75
Product Update Description
Avatar PM's Smart Search is enhanced to support the 'Client's Home Phone', 'Client's Cell Phone' and 'Preferred Name' fields.
Topics
• Client Search • Registry Settings
  • File Import
    An issue is resolved in "Guarantors/Payors" file type where an alert message displays for every record.
    In the 'Guarantors/Payors' file type, when a guarantor is imported through 'file import', each record would display a pop-up notification. This is now resolved.
  • File Import
    An issue is resolved to allow posting 'Guarantors/Payors 835' through 'File Import' to successfully complete.
Included Updates
8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 47, 57, 60, 61, 70, 77, 80
Product Update Description
Issues in the 'File Import' form are resolved: 1) The issue with the "Guarantors/Payors" file type where a pop-up message box may be presented to the user for every record in the file. 2) The "[UNDEFINED] ValidateTransfer+14^FileImport835 *postingData" error that can occur with the "Guarantors/Payors 835" file type.
Topics
• Guarantor/Payors • File Import
  • Dictionary Update - Race OMB Standards
    Changes to the dictionary allows agencies to map user defined client race dictionary codes to desired HL7 codes.
Included Updates
None
Product Update Description
The 'Race OMB Standards' dictionary is updated to include the following codes - "2131-1","ASKU" and "UNK" and remove "2108-9" code.
Topics
• Dictionary
  • CCBHC Billing - CCBHC 837 Professional Billing
    An issue is resolved where for a specific scenario, CCBHC 837P billing gives incorrect error about waiting on remittance from private insurance when the service has no liability remaining and the service is claimed.
    The issue was that if a service had been contractually adjusted off in full at the time of service entry, and it contained a claim number, an error message would appear in the 837P report. This was preventing the client from determining the actual remittance errors. Note, this scenario will not error. If the contractual adjustment is taken in full at the time of service entry, the posting code cannot be changed.
  • CCBHC Billing - Subsequent Bills
    An issue is resolved where the CCBHC service that was appearing on the error report had already been previously billed and claimed.
  • CCBHC Billing - Secondary CCBHC billing from a non-CCBHC primary guarantor
    An issue is resolved where a CCBHC enumerated service was incorrectly included on the 837 bill even when it had been claimed on a prior bill.
    With this update, users will find that a Certified Community Behavioral Health Clinic (CCBHC) enumerated service is now correctly handled on the 837 bill. This corrects the previously reported error where the service was incorrectly included even when it had been claimed on a prior bill.
  • CCBHC Billing - Enhanced Secondary Claims Handling
    An issue is resolved where secondary claims for a CCBHC 837P bill were missing the 2300-HI segment for diagnosis codes.
    With this update, users will find that secondary claims for a Certified Community Behavioral Health Clinic (CCBHC) 837 Professional bill now include the necessary 2300-HI segment, ensuring accurate submission of diagnosis codes. This corrects the previously reported error and aligns with compliance requirements.
Included Updates
None
Product Update Description
The following issues are resolved with CCBHC bills: 1) "Service [service description] is still awaiting remittance from private insurance." error message is incorrectly reported. 2) "Service [service description] is still awaiting remittance from private insurance." error message is incorrectly reported when billing CCBHC guarantor on secondary 837 bill for the services that have already been claimed by the billing guarantor. 3) A CCBHC enumerated service is incorrectly included on the 837 bill even when it has been claimed on a prior bill. 4) "Missing Field/Invalid Format: Industry Code - Diagnosis Code ..." is incorrectly reported when billing a CCBHC add-on service.
Topics
• 837 Professional • CCBHC
  • Dynamic fields/forms
    Forms with dynamic fields are enhanced for filing stability.
Included Updates
8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 47, 57, 60, 61, 70, 77, 80, 84
Product Update Description
The 'Disclosure Management', 'Edit Service Information' and 'Service Fee/Cross Reference Maintenance' forms are enhanced for filing stability.
Topics
• Disclosure
  • Remittance Processing Widget
    An issue is resolved where the 'Refresh' button is enabled on the 'Remittance Processing' widget. In addition, the help text for the registry setting 'Enable Sort By Guarantor Name' is updated to include the 'Remittance Processing' widget.
Included Updates
None
Product Update Description
An issue is resolved where the refresh button was not displayed in the 'Remittance Processing' widget. Additionally, the help text for the registry setting 'Enable Sort By Guarantor Name' is updated to include the 'Remittance Processing' widget.
Topics
• Registry Settings • Widgets
  • Client Merge
    'Client Merge' form is enhanced to add a warning message.
    When 'Client Merge' form is opened, users now get a warning message stating the performance impact.
Included Updates
71
Product Update Description
The 'Client Merge' form is enhanced to add a warning message about system performance impact.
Topics
• Client Merge
2023 Update 92 Summary | User Acceptance Tests
  • NCPDP - new tables and NCPDP Claim Submission Response Report
    The system is updated as follows: 1) SQL tables 'SYSTEM.ncpdp_system_defaults' and 'SYSTEM.ncpdp_system_defaults_sub' are added to support reporting on form 'NCPDP System Defaults'. 2) An issue is resolved where the 'NCPDP Claim Submission Response Report' could error with the following message: 'The page size was not large enough to format the contents of an object in the report?'. This could occur when the 'Response File Notes' section of the report contained a sizable amount of data.
Included Updates
None
Product Update Description
The system is updated as follows: 1) SQL tables 'SYSTEM.ncpdp_system_defaults' and 'SYSTEM.ncpdp_system_defaults_sub' are added to support reporting on form 'NCPDP System Defaults'. 2) An issue is resolved where the 'NCPDP Claim Submission Response Report' could throw the following error: 'The page size was not large enough to format the contents of an object in the report?'. This could occur when the 'Response File Notes' section of the report contained a sizeable amount of data.
Topics
• NCPDP System Defaults • NCPDP
  • Real Time Inquiry (270) Request
    New fields have been added to the following tables. The changes are displayed in the release note. 1. SYSTEM.billing270rptheader 2. SYSTEM.billing271beneinfo 3. SYSTEM.billing271dependent 4. SYSTEM.billing271reject 5. SYSTEM.billing271subscriber 6. SYSTEM.billing271updatedinfo 7. SYSTEM.billing271validateinfo
    In addition, changes have been made to the 'Real Time Inquiry (270) Request' form 1. The ‘Request Type’ defaults to 'Generic' value. 2. The following fields have been removed from the form: 'CPT-4 Code, 'Modifier' and 'Diagnosis Code'. 3. The data that was displayed in the 'Response’ text field will now be displayed in a report launched by clicking the 'View Raw Response File' button. 4. New text fields have been added to display the 271 response information: Eligibility Information, Request Validation, and Subscriber/Dependent Details. 5. The ‘View Eligibility Report’ button launches the same report as was auto-launched prior to this update. It is the same report as the one in the ‘Eligibility Inquiry (270) Submission’ form.
Included Updates
8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 47, 57, 60, 61, 70, 77, 80, 84, 88
Product Update Description
Real-time eligibility (270) enhancements are introduced. See documentation for details.
Topics
• Real Time Inquiry (270) Request • RevConnect
  • Scheduling Calendar
    An issue is resolved If a pre pay service was created as a result of posting an unacknowledged payment received during the Scheduling Calendar Check-In process, the pre pay amount was not being applied to the current self pay balance when the appointment was posted.
    Registry settings were modified to selection '4' (Check In) within the 'Prevent Posting Payments Unless Payment has been Acknowledged' and selection '1' in the 'Add Previous Balance to Expected Self Pay Amount'.
Included Updates
22, 49
Product Update Description
The functionality related to selection '4' (Check In) within the 'Prevent Posting Payments Unless Payment has been Acknowledged' registry setting and selection '1' in the 'Add Previous Balance to Expected Self Pay Amount' registry setting is modified to resolve the following issue: If a pre pay service was created as a result of posting an unacknowledged payment received during the Scheduling Calendar Check-In process, the pre pay amount was not being applied to the current self pay balance when the appointment was posted. Note: Avatar Appointment Scheduling 2024 Update 15 is needed for this functionality.
Topics
• Scheduling Calendar
  • The 'Day Program Attendance' widget
    The 'Day Program Attendance' widget is enhanced to include 'Practitioner' in the grid to allow different Practitioners to be assigned to each row.
Included Updates
8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 47, 57, 60, 61, 70, 77, 80, 84, 88, 93
Product Update Description
The 'Day Program Attendance' widget is modified to include 'Practitioner' in the grid to allow different Practitioners to be assigned to each row.
Topics
• Program Maintenance • Widgets • Day Program Attendance • Scheduling Calendar • Client Ledger
  • Console Widget Viewer - Admission Data
    Ensure the Console Widget Viewer displays Admission data for the proper episode.
Included Updates
None
Product Update Description
An issue is resolved where admission data may display from the wrong episode in the Console Widget Viewer.
Topics
• Admission
  • SQL table
    A new table 'SYSTEM.mods_by_category' has been added to the system. Please review the release note to see the table details.
  • Modifiers by Practitioner Category
    The 'Modifiers by Practitioner Category' form and the report launched from the form are updated to support multiple modifier definitions for a given 'Guarantor', 'Program', 'Practitioner Category' and 'CPT Code' combination.
    1. The billing functionality for the 'Modifiers by Practitioner Category' has been updated to support multiple modifier definitions for a given 'Guarantor', 'Program', 'Practitioner Category' and 'CPT Code' combination. 2. A new table 'SYSTEM.mods_by_category' has been added to the system. Please review the release note for details.
  • File Import - Modifiers by Practitioner Category
    Multiple rows can now exist with the same Guarantor, Program, Category and CPT combination, if the rows have no overlapping date ranges.
Included Updates
8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 47, 57, 60, 61, 70, 77, 80, 84, 88, 93, 101
Product Update Description
The 'Modifiers by Practitioner Category' form is updated to support multiple modifier definitions for a given 'Guarantor', 'Program', 'Practitioner Category' and 'CPT Code' combination.
Topics
• Database Tables • Modifiers by Practitioner • File Import
2023 Update 108 Summary | User Acceptance Tests
  • Financial Transaction Posting Summary
    A new feature has been added - the ‘Financial Transaction Posting Summary Report’ form. This form consists of two sections: ‘Financial Transaction Posting Summary Compile’ and ‘Financial Transaction Posting Summary Report’.
  • Financial Transaction Posting Summary - Run Compile
    A new feature has been added - the ‘Run Compile’ job. This job initiates a process to gather all services, payments, adjustments, and transfers in the selected date range based on specific criteria.
  • Financial Transaction Posting Summary - Run Report
    A new feature has been introduced - the ‘Run Report’ job. This job initiates a process to rewrite the report using the newly created compile table.
    On selection of ‘Run Report’, the following changes are implemented: The ‘Primary’ fields are replaced with ‘Current’. The ‘Current Guarantor/FC’ is based on the guarantor distributed to/posted to. The ‘Data Export Format’ field will change what segments of the report are shown. This should be accurate in the included reports so it can just be carried over.
Included Updates
10, 16, 17, 18, 21, 25, 29, 35, 39, 44, 56, 57, 62, 63, 66, 67, 72, 73, 76, 77, 78, 79, 82, 85, 88, 89, 93, 94, 96, 98, 101, 102, 103, 106
Product Update Description
The 'Financial Transaction Posting Summary' form is added.
Topics
• Financial Transaction Posting Summary
  • 'Client Merge' process
    The 'Client Merge' process has been updated to file into a new audit table 'SYSTEM.client_merge_log'.
Included Updates
71, 90
Product Update Description
The Client Merge process has been updated to file into a new audit table 'SYSTEM.client_merge_log'.
Topics
• Update Client Data • CareFabric Monitor
2023 Update 160 Summary | User Acceptance Tests
  • Roll-Up Services Definition - Bill component and roll-up services on one claim
    A new feature is implemented allowing users to bill the component service(s) and the roll-up service on the same claim.
    Previously, agencies could only bill the roll-up service or the component service, but not on the same claim. This posed a challenge for some agencies. With the new feature, agencies can now easily bill both the component service(s) and the roll-up service on a claim, enhancing the efficiency of their billing process.
  • Compile Roll-Up Services Worklist
    A new feature ensures that run-time roll-up compile/post choices are stored properly and that the data is accurately projected in the respective SQL table.
    With this new feature, users can be confident that their run-time roll-up compile/post choices are being stored correctly. This is achieved through an efficient SQL projection of the data, which ensures accuracy and reliability. Users can now manage their roll-up services worklist more effectively.
  • Roll-Up Services Definition - Write-off or Transfer Roll-up Component Services
    A new feature introduces several enhancements to the ‘Roll-Up Services Definition’ form, including new fields for ‘Write Off Component Service(s)’, ‘Transfer Code for Component Service(s)’, and ‘Write Off Code’. It also includes a new registry setting for specifying the ‘Write Off Posting Code for Roll-Up Services Definition’.
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist - Compile Roll-Up Group
    An issue is resolved where compiling the group definition and then attempting to run the report produced ‘no information found’.
    Compiling the group definition and then attempting to run the report resulted in ‘no information found’. This issue has now been addressed, ensuring that the report runs as expected after compiling the group definition.
  • Guarantor/Program Billing Defaults - 837 Professional
    A new field has been added to group claims for the same Date of Service in the 'Guarantor/Program Billing Defaults (837 Professional)' form.
    A new field, 'Sort Claims by Date of Service', has been added to 'Guarantor/Program Billing Defaults (837 Professional)'. This field allows claims to be grouped by the same Date of Service, providing a more granular and specific grouping option compared to the previous method of grouping claims in the same month. This change will require users to select the appropriate option in the 'Guarantor/Program Billing Defaults (837 Professional)' section when setting up their billing templates.
Included Updates
2, 7, 10, 11, 16, 17, 18, 21, 25, 29, 31, 32, 33, 34, 35, 39, 43, 44, 48, 56, 57, 58, 59, 62, 63, 64, 65, 66, 67, 72, 73, 76, 77, 78, 79, 82, 84, 85, 86, 88, 89, 93, 94, 96, 97, 98, 100, 101, 102, 103, 104, 105, 106, 108, 109, 110, 115, 116, 119, 120, 121, 122, 125, 128, 129, 130, 133, 134, 135, 136, 139, 140, 143, 149, 152, 153, 154, 156, 157, 159
Product Update Description
The following modifications are made: 1) The registry setting 'Specify Write Off Posting Code In Roll-Up Services Definition' is added. This setting supports new Roll-Up Billing functionality that allows the default write-off posting code specified during the roll-up posting process to be overridden by the write-off posting code defined in the individual roll-up definitions. 2) Roll-Up Billing is enhanced to support transferring roll-up component service liability to the next guarantor or leave the liability with the current guarantor during the roll-up posting process. 3) Roll-Up Billing is enhanced to allow grouping roll-up services and component services on the same claim when preparing 837 Institutional and 837 Professional files. 4) Roll-Up Billing is enhanced to optionally include roll-up components and/or roll-up services in an 837 Institutional or 837 Professional file. 5) The 837 Professional billing process is enhanced to support sorting claims by date of service. 6) An issue is resolved where the Roll-Up Services Compile Report would not display after compiling roll-up group definitions. 7) An issue is resolved where the supervising_practitioner, in_other_rollups, and exclude_from_totals fields in the SYSTEM.rollup_services_worklist table were not populated.
Topics
• Roll-Up Services Definition • Electronic Billing • Compile/Edit/Post/Unpost Roll-up Services Worklist • Guarantor / Program Billing Defaults • 837 Professional • File Import • Registry Settings • Quick Billing
2023 Update 169 Summary | User Acceptance Tests
  • File Import
    File Import: Quick Billing Rule Definition has been added to the system.
  • File Import
    File Import: Quick Billing Group Definition has been added to the system.
Included Updates
7, 10, 11, 16, 17, 18, 21, 25, 29, 31, 32, 33, 34, 35, 39, 41, 44, 48, 56, 57, 58, 59, 62, 63, 64, 65, 66, 67, 72, 73, 76, 77, 78, 79, 82, 85, 86, 88, 89, 93, 94, 96, 98, 100, 101, 102, 103, 104, 105, 106, 109, 110, 115, 116, 119, 120, 121, 122, 125, 128, 129, 130, 133, 134, 135, 136, 139, 140, 143, 149, 152, 153, 154, 156, 157, 159, 161, 163, 164, 166, 168
Product Update Description
The options 'Quick Billing Rule Definition' and 'Quick Billing Group Definition' are added to 'File Import' form.
Topics
• Quick Billing • File Import • NX
 

Avatar_PM_2024_Quarterly_Release_2024.02_Details.csv