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Avatar ProviderConnect NX 2024 Update 2

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Product Update Description

ProviderConnect NX support is added for the 'ProviderConnect File Attach' form. Note: Avatar ProviderConnect MSO 2024 Update 3 must be installed for this functionality.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar ProviderConnect NX Supported Forms
Avatar ProviderConnect NX is updated to support/allow the Avatar MSO 'ProviderConnect File Attach' form in 'User Role Definition' and 'User Definition' forms for sub-system code users where ProviderConnect NX is enabled.
Note - Avatar ProviderConnect MSO 2024 Update 3 must be installed for support of this functionality.
Value Added: Adds support for 'ProviderConnect File Attach' form in Avatar ProviderConnect NX
Topics
• File Attach • ProviderConnect NX • ProviderConnect NX Configuration
 
Acceptance Tests
AV-95401 Summary | Details
Avatar ProviderConnect NX Supported Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
  • User Role Definition
  • ProviderConnect File Attach
  • ProviderConnect NX Defaults
Scenario 1: 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: 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: 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 all fields in the 'Document Management' section of 'User Definition' form are enabled.
  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 all fields in the 'Document Routing' section of 'User Definition' form are enabled.
  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. 'Authorization Hard Copy'
  65. 'Provider EOB Report'
  66. 'Void Claim Assignment'
  67. 'Performing Provider Association'
  68. 'ProviderConnect File Attach'
  69. Avatar CWS Forms:
  70. 'Child and Adolescent Needs and Strengths'
  71. Additional Avatar Module Forms (if installed):
  72. 'ASAM Assessment'
  73. 'Finalize ASAM Assessment'
  74. 'CareConnect Inbox'
  75. 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.
  76. Select form(s) for User ID assignment and click 'OK' button to save selections.
  77. Enter/select values for all required/desired User ID definition fields in form.
  78. Click 'Submit' button to file 'User Definition' form/User ID entry or edit.
  79. 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 2: 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: 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 Management' section of form.
  7. If 'System Code(s)' selection for User Role includes only sub-system codes where ProviderConnect NX is enabled, ensure that all fields in the 'Document Management' section of 'User Role Definition' form are enabled.
  8. Navigate to 'Document Routing' section of form.
  9. If 'System Code(s)' selection for User Role includes only sub-system codes where ProviderConnect NX is enabled, ensure that all fields in the 'Document Routing' section of 'User Role Definition' form are enabled.
  10. Navigate to 'Appointment Scheduling' section of form.
  11. 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.
  12. Navigate to main section of form.
  13. Click 'Select Forms For User Access' button to assign allowed forms to User Role.
  14. 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:
  15. Avatar PM/Cal-PM Forms:
  16. 'Admission'
  17. 'Admission (Outpatient)'
  18. 'Cal-OMS Admission'
  19. 'Cal-OMS Annual Update'
  20. 'Cal-OMS Discharge'
  21. 'Cal-OMS Youth/Detox Discharge'
  22. 'Cal-OMS Administrative Discharge'
  23. 'Change Current Password'
  24. 'Client Other Healthcare Coverage'
  25. 'Cross Episode Financial Eligibility'
  26. 'CSI Admission'
  27. 'CSI Assessment'
  28. 'Diagnosis'
  29. 'Discharge'
  30. 'Fast Financial Eligibility'
  31. 'Final to Draft Override'
  32. 'Financial Eligibility'
  33. 'Financial Investigation'
  34. 'Internal Client Consents'
  35. 'Key Event Tracking Form'
  36. 'Partnership Assessment Form'
  37. 'Practitioner Enrollment (Brief)'
  38. 'Quarterly Assessment Form'
  39. 'Real Time Inquiry (270) Request'
  40. 'Update Client Data'
  41. 'Women's Health History'
  42. Avatar MSO Forms:
  43. '837 Health Care Claim Professional'
  44. '837 Health Care Claim Institutional'
  45. 'Batch Creation'
  46. 'Claim Processing (CMS 1500)'
  47. 'Claim Processing (UB-04)'
  48. 'Close Batch'
  49. 'Contracting Provider Service Authorization Request'
  50. 'Contracting Provider Program Availability'
  51. 'Contracting Provider Program Availability Search'
  52. 'Fast Service Entry Submission'
  53. 'Final to Draft Override'
  54. 'Member Specific Information'
  55. 'Provider Activity Authorization Request'
  56. 'Provider Activity Invoice'
  57. 'Provider File Attach'
  58. 'Retro Claim Adjudication'
  59. 'Service Authorization Request'
  60. 'Authorization Hard Copy'
  61. 'Provider EOB Report'
  62. 'Void Claim Assignment'
  63. 'Performing Provider Association'
  64. 'ProviderConnect File Attach'
  65. Avatar CWS Forms:
  66. 'Child and Adolescent Needs and Strengths'
  67. Additional Avatar Module Forms (if installed):
  68. 'ASAM Assessment'
  69. 'Finalize ASAM Assessment'
  70. 'CareConnect Inbox'
  71. 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.
  72. Select form(s) for User Role assignment and click 'OK' button to save selections.
  73. Enter/select values for all required/desired User Role definition fields in form.
  74. Click 'Submit' button to file 'User Role Definition' form/User Role entry or edit.
  75. 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 3: '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 • ProviderConnect NX • ProviderConnect NX Configuration