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Avatar ProviderConnect MSO 2024 Update 3

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System Requirements

Windows 7 or Higher / Microsoft Internet Explorer v9 or higher / Mozilla Firefox v32 or higher / Google Chrome v37 or higher

Product Requirements and Recommendations

Avatar MSO required
Avatar PM required
Avatar ProviderConnect MSO required
RADplus required
Avatar Cal-PM

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.01.01
Avatar MSO 2024 Monthly Release 2024.01.01
Avatar PM 2024 Monthly Release 2024.01.01
Avatar ProviderConnect MSO 2024 Monthly Release 2024.00.00
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

ProviderConnect NX support is added for the 'ProviderConnect File Attach' form. Note: Avatar ProviderConnect NX 2024 Update 2 must be installed for this functionality.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
'ProviderConnect File Attach' Form
ProviderConnect NX support is added in the 'ProviderConnect File Attach' form.
Note - Avatar ProviderConnect NX 2024 Update 2 must be installed for support of this functionality.
Value Added: Adds support for 'ProviderConnect File Attach' form in Avatar ProviderConnect NX
Topics
• File Attach
 
Acceptance Tests
AV-97964 Summary | Details
'ProviderConnect File Attach' Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ProviderConnect File Attach
  • ProviderConnect NX Defaults
Scenario 1: 'ProviderConnect File Attach' - Verification of ProviderConnect NX Contracting Provider Form Restrictions
Specific Setup:
  • Netsmart ProviderConnect MSO must be installed
  • Netsmart ProviderConnect NX must be installed
  • 'ProviderConnect File Attach Defaults' form settings/values must be defined
  • One or more sub-system codes where 'ProviderConnect NX Enabled' is set to 'Yes' and with 'Associated Contracting Providers' assigned (via 'ProviderConnect NX Defaults' form)
  • One or more client record(s) eligible for ProviderConnect File Attach upload/filing
Steps
  1. Login to ProviderConnect NX enabled Avatar sub-system code.
  2. Open Avatar MSO 'ProviderConnect File Attach' form.
  3. Enter/select 'Member ID' for File Attach upload/viewing.
  4. In Avatar MSO 'ProviderConnect File Attach' form where ProviderConnect NX is enabled - ensure that 'Provider' lookup/selection field allows selection of only Contracting Provider(s) applicable to/allowed for current sub-system code (as defined in 'ProviderConnect NX Defaults' form 'Associated Contracting Providers' field).
  5. In Avatar MSO 'ProviderConnect File Attach' form where ProviderConnect NX is enabled - ensure that 'Provider' lookup/selection field is automatically populated with Contracting Provider applicable to/allowed for current sub-system code and disabled/read-only in case where only single 'Associated Contracting Provider' value is defined for sub-system code.
  6. Ensure that 'Existing Files' dropdown selection list includes/allows selection of only attachment files associated to Contracting Provider selected in 'Provider' field.
  7. Select 'Authorization', 'Provider' or 'Other' in 'File Type' field (and select 'Authorization' field value if applicable).
  8. Click 'Upload File' button to select local file for ProviderConnect File Attach upload.
  9. When file upload is completed, enter 'Comments' field value if desired and click 'Store File' button.
  10. Ensure user is presented with confirmation dialog noting 'File stored successfully'; ensure uploaded/stored files are available for selection in the 'Existing Files' field.
  11. Select file attachment to be opened for viewing in the 'Existing Files' field; click 'View File' button to open selected file attachment for view.
Topics
• File Attach