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Avatar PM 2024 Update 23

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Product Requirements and Recommendations

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Recommended Update Level

Avatar PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

The following issues are resolved: 1) Posting a Service Fee/Cross Reference import file via the 'File Import' may take a very long time. 2) Filing the 'Post Staff Activity Log' form might result in excessive locks if some clients in a group have a guarantor assigned to them that is configured for service split based on covered units.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Service Fee/Cross Reference
An issue is resolved to ensure 'File Import of 'Service Fee/Cross Reference' files successfully. KB0076060 v0.01
Topics
• Service Codes • Service Fee/Cross Reference and Guarantor Definition Export • Service Fee/Cross Reference Maintenance
 
Post Staff Activity
An issue is resolved to ensure that the 'Post Staff Activity Log' form files successfully. KB0076074 v0.01
Topics
• Appointment Management • NX • Post Staff Activity Log • Scheduling Calendar
 
Acceptance Tests
AV-95538 Summary | Details
Service Fee/Cross Reference
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CPT Code Definition (PM)
  • Crystal Report Viewer
  • File Import
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
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].
Topics
• Service Codes • Service Fee/Cross Reference and Guarantor Definition Export • Service Fee/Cross Reference Maintenance
AV-95769 Summary | Details
Post Staff Activity
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
• Appointment Management • NX • Post Staff Activity Log • Scheduling Calendar