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Avatar PM 2024 Update 77

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Product Requirements and Recommendations

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Recommended Update Level

Avatar PM 2024 Monthly Release 2024.01.01
Avatar PM 2024 Update 31
RADplus 2024 Monthly Release 2024.01.01

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.

Required Updates

None

Included Updates

8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 57, 60

Details
NEW1 CHANGED0 FIXED0
New (1)
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.
Value Added: Error messaging has been updated.
Topics
• Client Charge Input • Edit Service Information • File Import • Registry Settings • Service Codes
 
Acceptance Tests
AV-98553 Summary | Details
Registry Settings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Registry Settings (PM)
  • Service Codes
  • Client Ledger
  • File Import
Scenario 1: Registry Setting = Unit Calculation with Minimum Duration - Client Charge Input.
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to 'Y'.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code (Service Code 1) is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field.
Steps
  1. Open "Client Charge Input" form.
  2. Enter any value in 'Date Of Service'.
  3. Enter 'Client 1' created in setup in 'Client ID'.
  4. Enter 'Service Code 1' in 'Service Code'.
  5. Enter any value in 'Practitioner'.
  6. Enter any value in 'Duration' that is below the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  7. Click [Submit].
  8. Click [No].
  9. Open "Client Ledger" form.
  10. Enter 'Client 1' created in setup in 'Client ID'.
  11. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  12. Click [Simple] in 'Ledger Type'.
  13. Click [Yes] in 'Include Zero Charges'.
  14. Click [Process].
  15. Validate the Client Ledger.
  16. Click [X].
  17. Click [No].
  18. Repeat Steps 1-17 with value in Duration greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  19. Open the "Registry Settings" form.
  20. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  21. Set the 'Registry Setting Value' to 'YE'.
  22. Repeat Steps 1-6.
  23. Validate the error message displayed: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  24. Click [OK].
  25. Enter any value in 'Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  26. Click [Submit].
  27. Repeat Steps 9-17.
  28. Open the "Registry Settings" form.
  29. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  30. Set the 'Registry Setting Value' to 'YW'.
  31. Repeat Steps1-6.
  32. Validate the error message displayed: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation. A unit will only be calculated once the duration is at least X minutes.
  33. Click [OK].
  34. Enter any value in 'Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  35. Click [Submit].
  36. Repeat Steps 9-17 to validate Client Ledger.
Scenario 2: File Import - Client Charge Input
Specific Setup:
  • Registry Settings :
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to : 'Y'.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
  • File Import:
  • Create an import file with Duration in Client Charge Input less than the 'Minimum Duration for Unit Calculation' field in service codes form -"File A".
  • Create an import file with Duration in Client Charge Input more than the 'Minimum Duration for Unit Calculation' field in service codes form -"File B".
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
Steps
  1. Open the "File Import" form.
  2. Select "Client Charge Input" in the 'File Type'.
  3. Select "Upload New File" in the 'Action'.
  4. Click [Process Action].
  5. Select "File A".
  6. Select "Compile/Validate File" in the 'Action'.
  7. Select "File A" in the 'Files(s)'.
  8. Click [Process Action].
  9. Select "File A".
  10. Select "Compile/Validate File" in the 'Action'.
  11. Select "File A" in the 'Files(s)'.
  12. Click [Process Action].
  13. Validate the message = 'Compiled'.
  14. Click [OK].
  15. Select "Print File" in the 'Action'.
  16. Select "File A" in the 'Files(s)'.
  17. Click [Process Action].
  18. Validate the report data.
  19. Click [Close Report].
  20. Select "Post File" in the 'Action' field.
  21. Select "File A" in the 'Files(s)' field.
  22. Click [Process Action].
  23. Validate the message = 'Posted'.
  24. Click [OK].
  25. Click [Discard]
  26. Click [Yes].
  27. Open ''Client Ledger'' form.
  28. Enter the Client ID.
  29. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  30. Click [Simple] in 'Ledger Type'.
  31. Click [Yes] in 'Include Zero Charges'.
  32. Click [Process].
  33. Validate the report data.
  34. Click [X].
  35. Click [No].
  36. Repeat Steps 7- 41 using "File B".
  37. Open the "Registry Settings" form.
  38. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  39. Set the 'Registry Setting Value' to : 'YW'.
  40. Repeat Steps 1-42.
  41. Open the "Registry Settings" form.
  42. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  43. Set the 'Registry Setting Value' to : 'YE'.
  44. Repeat Steps 1-18.
  45. Validate the error message: File A contains one or more errors. These errors can be reviewed using 'Print Errors' action.
  46. Click [OK].
  47. Select "Print Errors" in the 'Action'.
  48. Select "File A" in the 'Files(s)'.
  49. Click [Process Action].
  50. Validate the report shows 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.'.
  51. Click [Close Report].
  52. Select "Delete File" in the 'Action'.
  53. Select "File A" in the 'Files(s)' field.
  54. Click [Process Action].
  55. Click [Yes].
  56. Click [OK].
  57. Repeat Steps 3- 26 using "File B".
Scenario 3: Registry Setting = Unit Calculation with Minimum Duration - Edit Service Information
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to 'Y'.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Open "Edit Service Information" Form.
  2. Enter 'Client 1' in 'Client ID'.
  3. Click [Select Service(s) To Edit].
  4. Select desired service.
  5. Click [OK].
  6. Enter any value in 'Duration' that is below the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  7. Click [Submit].
  8. Click [No].
  9. Open "Client Ledger" form.
  10. Enter 'Client 1' in 'Client ID'.
  11. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  12. Click [Simple] in 'Ledger Type'.
  13. Click [Yes] in 'Include Zero Charges'.
  14. Click [Process].
  15. Validate the Client Ledger.
  16. Click [X].
  17. Click [Yes].
  18. Click [Discard].
  19. Repeat Steps 1-18, with value in Duration greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  20. Open the "Registry Settings" form.
  21. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  22. Set the 'Registry Setting Value' to 'YW'.
  23. Repeat Steps 1-18.
  24. Open the "Registry Settings" form.
  25. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  26. Set the 'Registry Setting Value' to 'YE'.
  27. Repeat Steps1-6.
  28. Validate the error message: The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  29. Enter any value in Duration greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  30. Click [Submit].
  31. Click [No].
  32. Repeat Steps 9-18 to validate Client Ledger.
Scenario 4: Client Charge Input via WEBSVC ClientChargeInput
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to : 'YE'.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Using desired web service tool, create a request for 'WEBSVC ClientChargeInput'.
  2. Enter the System Code in 'System Code' Field.
  3. Enter the user name in the 'User Name' field.
  4. Enter the password in the 'Password' field.
  5. Enter any value in 'ClientID'.
  6. Enter any value in 'Date of Service'.
  7. Enter value in 'Duration' less than Minimum Duration for Unit Calculation in Service Codes form.
  8. Enter any value in 'Episode Number'.
  9. Enter any value in 'Location'.
  10. Enter any value in 'Practitioner'.
  11. Enter any value in 'Program'.
  12. Enter any Value in 'Service Code'.
  13. Click[Run].
  14. Verify Response :'Duration (Minutes) : The service [test code (1121)] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least 20 minutes'.
  15. Enter value in 'Duration' greater than Minimum Duration for Unit Calculation in Service Codes form.
  16. Click[Run].
  17. Verify Response :Client Charge Input web service has been filed successfully.
  18. Open "Client Ledger" form.
  19. Enter the 'Client ID'.
  20. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  21. Click [Simple] in 'Ledger Type'.
  22. Click [Yes] in 'Include Zero Charges'.
  23. Click [Process].
  24. Validate the Client Ledger.
  25. Click [X].
  26. Click [Yes].
  27. Click [Discard].
  28. Open the "Registry Settings" form.
  29. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  30. Set the 'Registry Setting Value' to : 'Y'.
  31. Repeat Steps 7- 33.
  32. Open the "Registry Settings" form.
  33. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  34. Set the 'Registry Setting Value' to : 'YW'.
  35. Repeat Steps 7- 33.
Topics
• Client Charge Input • Edit Service Information • File Import • Registry Settings • Service Codes