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Avatar ProviderConnect NX 2022 Update 1

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Product Update Form Description

Avatar ProviderConnect NX is updated to support new forms.

Included Updates

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Details
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Avatar ProviderConnect NX Additional Forms
Avatar ProviderConnect NX is updated to support new forms.
Avatar ProviderConnect NX is updated to support/allow the following forms in 'User Role Definition' and 'User Definition' forms for sub-system code users where ProviderConnect NX is enabled:
- 'Cal-OMS Administrative Discharge' (Avatar Cal-PM)
- 'Change Current Password' (Avatar PM/Avatar Cal-PM)
- 'Child and Adolescent Needs and Strengths' (Avatar CWS)
- 'Client Other Healthcare Coverage' (Avatar Cal-PM)
- 'Fast Financial Eligibility' (Avatar PM/Avatar Cal-PM)
- 'Financial Investigation' (Avatar PM/Avatar Cal-PM)
- 'Key Event Tracking Form' (Avatar Cal-PM)
- 'Partnership Assessment Form' (Avatar Cal-PM)
- 'Practitioner Enrollment (Brief)' (Avatar PM)
- 'Provider File Attach' (Avatar MSO)
- 'Quarterly Assessment Form' (Avatar Cal-PM)
Value Added: Supports additional forms in Avatar ProviderConnect NX
Topics
• ProviderConnect NX • ProviderConnect NX Configuration • Widgets
 
Acceptance Tests
AV-79614 Summary | Details
Avatar ProviderConnect NX Additional Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
  • User Role Definition
Scenario 1: ProviderConnect NX - 'User Role Definition' restrictions
Specific Setup:
  • One or more sub-system codes must be enabled/defined in Avatar PM/Cal-PM
  • One or more sub-system codes where 'ProviderConnect NX Enabled' is set to 'Yes' (via 'ProviderConnect NX Defaults' form)
Steps
  1. Open 'User Role Definition' form.
  2. Enter value for 'User Role ID' field for new User Role entry, or click 'Select Existing User Role' button and select existing User Role for edit.
  3. Select one or more system codes/sub-system codes for User Role association/allowance in the 'System Code(s)' field.
  4. If 'System Code(s)' selection for User Role includes only sub-system codes where ProviderConnect NX is enabled, ensure that user is presented with alert dialog noting 'The System Code '((System Code Name))' is enabled for ProviderConnect NX. Several features including the following sections will be disabled: Document Management, Document Routing, User CaseLoad, and Appointment Scheduling.'
  5. If 'System Code(s)' selection for User Role includes only sub-system codes where ProviderConnect NX is enabled, ensure that the following fields in main section of 'User Role Definition' form are disabled: 'Allow Product SQL Access', 'Allow Product SQL Access to Additional Datasets' and 'Netsmart Mobile App Access'.
  6. Navigate to 'Document Routing' section of form.
  7. If 'System Code(s)' selection for User Role includes only sub-system codes where ProviderConnect NX is enabled, ensure that the following fields in the 'Document Routing' section of 'User Role Definition' form are disabled: 'User Can Be Final Approver', 'Transcriber', 'Default Author', 'Default Supervisor', 'Co-Signer for Other Practitioners' and 'Supervisor Approval Required For Documents'.
  8. Navigate to 'Appointment Scheduling' section of form.
  9. If 'System Code(s)' selection for User Role includes only sub-system codes where ProviderConnect NX is enabled, ensure that the following fields in the Appointment Scheduling' section of 'User Role Definition' form are disabled: 'Allow Check In Of Appointments', 'Allow Check Out Of Appointments', 'Allow Posting Payment From Check In', 'Allow Posting Payment From Check Out', 'Allow Remove Check In', 'Financial Eligibility Form To Launch', 'Allow Deleting Appointment If Progress Note Attached', 'Allow Adding Appointments After Date Is Posted' and all 'Site Scheduling...' fields.
  10. Navigate to main section of form.
  11. Click 'Select Forms For User Access' button to assign allowed forms to User Role.
  12. In 'User Role Definition' form assignment list, ensure that only the following myAvatar PM/Cal-PM, MSO and CWS forms are available for assignment if 'System Code(s)' selection for User Role includes only sub-system codes where ProviderConnect NX is enabled:
  13. Avatar PM/Cal-PM Forms:
  14. 'Admission'
  15. 'Admission (Outpatient)'
  16. 'Cal-OMS Admission'
  17. 'Cal-OMS Annual Update'
  18. 'Cal-OMS Discharge'
  19. 'Cal-OMS Youth/Detox Discharge'
  20. 'Cal-OMS Administrative Discharge'
  21. 'Change Current Password'
  22. 'Client Other Healthcare Coverage'
  23. 'Cross Episode Financial Eligibility'
  24. 'CSI Admission'
  25. 'CSI Assessment'
  26. 'Diagnosis'
  27. 'Discharge'
  28. 'Fast Financial Eligibility'
  29. 'Final to Draft Override'
  30. 'Financial Eligibility'
  31. 'Financial Investigation'
  32. 'Internal Client Consents'
  33. 'Key Event Tracking Form'
  34. 'Partnership Assessment Form'
  35. 'Practitioner Enrollment (Brief)'
  36. 'Quarterly Assessment Form'
  37. 'Real Time Inquiry (270) Request'
  38. 'Update Client Data'
  39. 'Women's Health History'
  40. Avatar MSO Forms:
  41. '837 Health Care Claim Professional'
  42. '837 Health Care Claim Institutional'
  43. 'Batch Creation'
  44. 'Claim Processing (CMS 1500)'
  45. 'Claim Processing (UB-04)'
  46. 'Close Batch'
  47. 'Contracting Provider Service Authorization Request'
  48. 'Contracting Provider Program Availability'
  49. 'Contracting Provider Program Availability Search'
  50. 'Fast Service Entry Submission'
  51. 'Final to Draft Override'
  52. 'Member Specific Information'
  53. 'Provider Activity Authorization Request'
  54. 'Provider Activity Invoice'
  55. 'Provider File Attach'
  56. 'Retro Claim Adjudication'
  57. 'Service Authorization Request'
  58. Avatar CWS Forms:
  59. 'Child and Adolescent Needs and Strengths'
  60. Additional Avatar Module Forms (if installed):
  61. 'ASAM Assessment'
  62. 'Finalize ASAM Assessment'
  63. 'CareConnect Inbox'
  64. In 'User Role Definition' form assignment list, ensure that additional allowed User-Defined RADplus Modeled Forms and Report Forms are available for assignment if 'System Code(s)' selection for User Role includes only sub-system codes where ProviderConnect NX is enabled. Allowed Modeled Forms are those defined under 'PATIENT', 'STAFF', 'PROGRAM' and 'PROVIDER' indirects; allowed User Defined Reports are those defined with only 'PATIENT', 'PROGRAM', 'PROVIDER', 'STAFF' and/or 'MSOBAT' indirect lookup/search criteria fields.
  65. Select form(s) for User Role assignment and click 'OK' button to save selections.
  66. Enter/select values for all required/desired User Role definition fields in form.
  67. Click 'Submit' button to file 'User Role Definition' form/User Role entry or edit.
  68. If 'System Code(s)' selection for User Role includes one or more system codes and/or sub-system codes where ProviderConnect NX is disabled/not enabled, ensure that the form and field restrictions noted above are not enforced (all User Role Definition fields are enabled and all myAvatar solution/user-defined forms/reports are available for role assignment).
Scenario 2: ProviderConnect NX - 'User Definition' restrictions
Specific Setup:
  • One or more sub-system codes must be enabled/defined in Avatar PM/Cal-PM
  • One or more sub-system codes where 'ProviderConnect NX Enabled' is set to 'Yes' (via 'ProviderConnect NX Defaults' form)
Steps
  1. Open 'User Role' form.
  2. Enter value for 'User ID' field for new User ID entry, or enter/select User ID for edit in 'Select User' field.
  3. Select value in 'Associate User with a User Role' field (and one or more User Role(s) for association if 'Yes').
  4. If 'Yes' is selected in 'Associate User with a User Role' field, select 'Yes' in 'Allow User Role Customization' field.
  5. If 'User Role(s)' selection for User ID includes only User Roles associated to sub-system codes where ProviderConnect NX is enabled (and 'Yes' is selected for 'Allow User Role Customization'), ensure that user is presented with alert dialog noting 'The System Code '((System Code Name))' is enabled for ProviderConnect NX. Several features including the following sections will be disabled: Document Management, Document Routing, User CaseLoad, and Appointment Scheduling.'
  6. Navigate 'Forms and Tables' section of form.
  7. Select one or more system codes/sub-system codes for User ID association/allowance in the 'System Code(s)' field.
  8. If 'System Code(s)' selection for User ID includes only sub-system codes where ProviderConnect NX is enabled, ensure that user is presented with alert dialog noting 'The System Code '((System Code Name))' is enabled for ProviderConnect NX. Several features including the following sections will be disabled: Document Management, Document Routing, User CaseLoad, and Appointment Scheduling.'
  9. If 'System Code(s)' selection for User ID includes only sub-system codes where ProviderConnect NX is enabled, ensure that the following fields in 'Forms and Tables' section of 'User Definition' form are disabled: 'Allow Product SQL Access', 'Allow Product SQL Access to Additional Datasets' and 'Netsmart Mobile App Access'.
  10. Navigate to 'Document Management' section of form.
  11. If 'System Code(s)' selection for User ID includes only sub-system codes where ProviderConnect NX is enabled, ensure that the following fields in 'Document Management' section of 'User Definition' form are disabled: 'Is this user a Document Management Administrator?', 'Forms Allowed To View', 'Forms Allowed To Scan', 'Forms Allowed To Void' and 'View Voided Documents',
  12. Navigate to 'Document Routing' section of form.
  13. If 'System Code(s)' selection for User ID includes only sub-system codes where ProviderConnect NX is enabled, ensure that the following fields in the 'Document Routing' section of 'User Definition' form are disabled: 'User Can Be Final Approver', 'Transcriber', 'Default Author', 'Default Supervisor', 'Co-Signer for Other Practitioners' and 'Supervisor Approval Required For Documents'.
  14. Navigate to 'Appointment Scheduling' section of form.
  15. If 'System Code(s)' selection for User ID includes only sub-system codes where ProviderConnect NX is enabled, ensure that the following fields in the Appointment Scheduling' section of 'User Definition' form are disabled: 'Allow Check In Of Appointments', 'Allow Check Out Of Appointments', 'Allow Posting Payment From Check In', 'Allow Posting Payment From Check Out', 'Allow Remove Check In', 'Financial Eligibility Form To Launch', 'Allow Deleting Appointment If Progress Note Attached', 'Allow Adding Appointments After Date Is Posted' and all 'Site Scheduling...' fields.
  16. Navigate to 'Forms and Tables' section of form.
  17. Click 'Select Forms For User Access' button to assign allowed forms to User ID.
  18. In 'User Definition' form assignment list, ensure that only the following myAvatar PM/Cal-PM, MSO and CWS forms are available for assignment if 'System Code(s)' selection for User ID includes only sub-system codes where ProviderConnect NX is enabled:
  19. Avatar PM/Cal-PM Forms:
  20. 'Admission'
  21. 'Admission (Outpatient)'
  22. 'Cal-OMS Admission'
  23. 'Cal-OMS Annual Update'
  24. 'Cal-OMS Discharge'
  25. 'Cal-OMS Youth/Detox Discharge'
  26. 'Cal-OMS Administrative Discharge'
  27. 'Change Current Password'
  28. 'Client Other Healthcare Coverage'
  29. 'Cross Episode Financial Eligibility'
  30. 'CSI Admission'
  31. 'CSI Assessment'
  32. 'Diagnosis'
  33. 'Discharge'
  34. 'Fast Financial Eligibility'
  35. 'Final to Draft Override'
  36. 'Financial Eligibility'
  37. 'Financial Investigation'
  38. 'Internal Client Consents'
  39. 'Key Event Tracking Form'
  40. 'Partnership Assessment Form'
  41. 'Practitioner Enrollment (Brief)'
  42. 'Quarterly Assessment Form'
  43. 'Real Time Inquiry (270) Request'
  44. 'Update Client Data'
  45. 'Women's Health History'
  46. Avatar MSO Forms:
  47. '837 Health Care Claim Professional'
  48. '837 Health Care Claim Institutional'
  49. 'Batch Creation'
  50. 'Claim Processing (CMS 1500)'
  51. 'Claim Processing (UB-04)'
  52. 'Close Batch'
  53. 'Contracting Provider Service Authorization Request'
  54. 'Contracting Provider Program Availability'
  55. 'Contracting Provider Program Availability Search'
  56. 'Fast Service Entry Submission'
  57. 'Final to Draft Override'
  58. 'Member Specific Information'
  59. 'Provider Activity Authorization Request'
  60. 'Provider Activity Invoice'
  61. 'Provider File Attach'
  62. 'Retro Claim Adjudication'
  63. 'Service Authorization Request'
  64. Avatar CWS Forms:
  65. 'Child and Adolescent Needs and Strengths'
  66. Additional Avatar Module Forms (if installed):
  67. 'ASAM Assessment'
  68. 'Finalize ASAM Assessment'
  69. 'CareConnect Inbox'
  70. In 'User Definition' form assignment list, ensure that additional allowed User-Defined RADplus Modeled Forms and Report Forms are available for assignment if 'System Code(s)' selection for User ID includes only sub-system codes where ProviderConnect NX is enabled. Allowed Modeled Forms are those defined under 'PATIENT', 'STAFF', 'PROGRAM' and 'PROVIDER' indirects; allowed User Defined Reports are those defined with only 'PATIENT', 'PROGRAM', 'PROVIDER', 'STAFF' and/or 'MSOBAT' indirect lookup/search criteria fields.
  71. Select form(s) for User ID assignment and click 'OK' button to save selections.
  72. Enter/select values for all required/desired User ID definition fields in form.
  73. Click 'Submit' button to file 'User Definition' form/User ID entry or edit.
  74. If 'System Code(s)' selection for User ID includes one or more system codes and/or sub-system codes where ProviderConnect NX is disabled/not enabled, ensure that the form and field restrictions noted above are not enforced (all User Definition fields are enabled and all myAvatar solution/user-defined forms/reports are available for role assignment).
Scenario 3: ProviderConnect NX - Verification of Avatar PM Program/Practitioner form and lookup restrictions
Specific Setup:
  • One or more sub-system codes must be enabled/defined in Avatar PM/Cal-PM, with 'Associated Programs' assigned (via 'System Code Definition' form)
  • One or more sub-system codes where 'ProviderConnect NX Enabled' is set to 'Yes' and with 'Associated Practitioners' assigned (via 'ProviderConnect NX Defaults' form)
Steps
  1. Login to ProviderConnect NX enabled Avatar sub-system code.
  2. Open Avatar PM/Cal-PM ProviderConnect NX-supported form with one or more Program and/or Practitioner lookup fields included (and/or episode-based form):
  3. 'Admission'
  4. 'Admission (Outpatient)'
  5. 'Cal-OMS Admission'
  6. 'Cal-OMS Annual Update'
  7. 'Cal-OMS Discharge'
  8. 'Cal-OMS Youth/Detox Discharge'
  9. 'Cal-OMS Administrative Discharge'
  10. 'Client Other Healthcare Coverage'
  11. 'CSI Admission'
  12. 'CSI Assessment'
  13. 'Diagnosis'
  14. 'Discharge'
  15. 'Fast Financial Eligibility'
  16. 'Financial Eligibility'
  17. 'Key Event Tracking Form'
  18. 'Partnership Assessment Form'
  19. 'Quarterly Assessment Form'
  20. 'Real Time Inquiry (270) Request'
  21. 'Women's Health History'
  22. 'ASAM Assessment' / 'Finalize ASAM Assessment' (if installed)
  23. In Avatar PM/Cal-PM ProviderConnect NX-supported form pre-display for existing records/episodes, ensure that pre-display includes only records under Programs/episodes applicable to/allowed for current sub-system code (as defined in 'System Code Definition' form 'Associated Programs' field).
  24. Examples:
  25. 'Admission' form pre-display
  26. 'Financial Eligibility' and 'Fast Financial Eligibility' form pre-display
  27. 'Key Event Tracking Form', 'Partnership Assessment Form' and 'Quarterly Assessment Form' pre-displays
  28. In Avatar PM/Cal-PM ProviderConnect NX-supported form, ensure that 'Program' lookup/selection/entry fields allow selection of only Programs applicable to/allowed for current sub-system code (as defined in 'System Code Definition' form 'Associated Programs' field).
  29. Example:
  30. 'Admission' form 'Program' field
  31. In Avatar PM/Cal-PM ProviderConnect NX-supported form, ensure that episode selection fields allow selection of only Programs/episodes applicable to/allowed for current sub-system code (as defined in 'System Code Definition' form 'Associated Programs' field).
  32. Examples:
  33. 'Real Time Inquiry (270) Request' form 'Episode Number' field
  34. 'Women's Health History' form 'Episode Number' field
  35. In Avatar PM/Cal-PM ProviderConnect NX-supported form, ensure that practitioner selection fields allow selection of only Practitioners applicable to/allowed for current sub-system code (as defined in 'ProviderConnect NX Defaults' form 'Associated Practitioners' field).
  36. Examples:
  37. 'Admission' form 'Admitting Practitioner' field
  38. 'Diagnosis' form 'Diagnosing Practitioner' field
  39. 'Practitioner Enrollment (Brief)' form
Scenario 4: ProviderConnect NX - Verification of Avatar MSO Contracting Provider form and lookup restrictions
Specific Setup:
  • 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)
Steps
  1. Login to ProviderConnect NX enabled Avatar sub-system code.
  2. Open Avatar MSO ProviderConnect NX-supported form with one or more Contracting Provider lookup fields included (and/or Contracting Provider-based form):
  3. '837 Health Care Claim Professional'
  4. '837 Health Care Claim Institutional'
  5. 'Claim Processing (CMS 1500)'
  6. 'Claim Processing (UB-04)'
  7. 'Close Batch'
  8. 'Contracting Provider Service Authorization Request'
  9. 'Contracting Provider Program Availability'
  10. 'Contracting Provider Program Availability Search'
  11. 'Fast Service Entry Submission'
  12. 'Final to Draft Override'
  13. 'Provider Activity Authorization Request'
  14. 'Provider Activity Invoice'
  15. 'Provider File Attach'
  16. 'Retro Claim Adjudication'
  17. 'Service Authorization Request'
  18. In Avatar MSO ProviderConnect NX-supported form pre-display for new or existing records under Contracting Provider-based form, ensure that pre-display Contracting Provider selection includes only Contracting Provider(s) applicable to/allowed for current sub-system code (as defined in 'System Code Definition' form 'Associated Contracting Providers' field).
  19. Examples:
  20. 'Contracting Provider Service Authorization Request' form pre-display Contracting Provider selection
  21. 'Provider Activity Authorization Request' form pre-display Contracting Provider selection
  22. In Avatar MSO ProviderConnect NX-supported form pre-display for existing claims processing batches, ensure that pre-display includes only claims processing batches for Contracting Provider(s) applicable to/allowed for current sub-system code (as defined in 'System Code Definition' form 'Associated Contracting Providers' field, and where association data exists for Provider ID/Batch ID in Avatar MSO SQL table 'SYSTEM.batch_current_providers').
  23. Examples:
  24. 'Claim Processing (CMS 1500)' form pre-display
  25. 'Close Batch' form pre-display
  26. In Avatar MSO ProviderConnect NX-supported form, ensure that 'Contracting Provider' lookup/selection/entry fields allow selection of only Contracting Provider(s) applicable to/allowed for current sub-system code (as defined in 'System Code Definition' form 'Associated Contracting Providers' field).
  27. Examples:
  28. 'Fast Service Entry Submission' form 'Provider' field
  29. 'Service Authorization Request' form 'Provider To Be Authorized' field
  30. 'Provider File Attach' form 'Provider' field
  31. In Avatar MSO ProviderConnect NX-supported form, ensure that 'Contracting Provider' lookup/selection/entry fields are 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.
  32. Examples:
  33. 'Fast Service Entry Submission' form 'Provider' field
  34. 'Service Authorization Request' form 'Provider To Be Authorized' field
  35. In Avatar MSO ProviderConnect NX-supported form, ensure that lookup/selection fields for existing claims processing batches include only claims processing batches under Contracting Provider(s) applicable to/allowed for current sub-system code (as defined in 'System Code Definition' form 'Associated Contracting Providers' field, and where data exists for Provider ID/Batch ID in Avatar MSO SQL table 'SYSTEM.batch_current_providers').
  36. Example:
  37. '837 Health Care Claim Professional' form 'Select File' field
Scenario 5: ProviderConnect NX - Verification of myAvatar PM/MSO Widget restrictions
Specific Setup:
  • One or more sub-system codes must be enabled/defined in Avatar PM/Cal-PM, with 'Associated Programs' assigned (via 'System Code Definition' form)
  • One or more sub-system codes where 'ProviderConnect NX Enabled' is set to 'Yes' and with 'Associated Practitioners' and 'Associated Contracting Providers' assigned (via 'ProviderConnect NX Defaults' form)
  • myAvatar Widgets utilizing Avatar PM/Cal-PM Program, Avatar PM/Cal-PM Practitioner/Staff and/or Avatar MSO Contracting Provider records/data must be assigned to user/view (via 'View Definition' and/or 'NX View Definition' forms)
  • Records/data applicable to myAvatar PM/Cal-PM and MSO Widget population must be present
Steps
  1. Login to ProviderConnect NX enabled Avatar sub-system code.
  2. In myAvatar Widgets utilizing Avatar PM/Cal-PM Program/episode-specific information, ensure that Widget display includes only records under Programs/episodes applicable to/allowed for current sub-system code (as defined in 'System Code Definition' form 'Associated Programs' field).
  3. Examples:
  4. 'Client Episodes' Widget
  5. 'Diagnosis' Widget
  6. In myAvatar Widgets utilizing Avatar PM/Cal-PM Practitioner/Staff-specific information, ensure that Widget display includes only records under Practitioners applicable to/allowed for current sub-system code (as defined in 'ProviderConnect NX Defaults' form 'Associated Practitioners' field).
  7. Example:
  8. 'Care Manager Service Authorizations' Widget
  9. In myAvatar Widgets utilizing Avatar MSO Contracting Provider-specific information, ensure that Widget display includes only records under Contracting Provider(s) applicable to/allowed for current sub-system code (as defined in 'System Code Definition' form 'Associated Contracting Providers' field).
  10. Examples:
  11. 'Provider File Attach' Widget
  12. 'Open Batches' Widget
  13. 'Pending Service Authorizations' Widget
  14. 'Provider Activity Authorizations' Widget
  15. 'Service Authorization Information' Widget
Topics
• ProviderConnect NX • ProviderConnect NX Configuration • Widgets

 

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