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Avatar SF 2022 Quarterly Release 2022.02 Acceptance Tests

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Update 2 Summary | Details
NYS PAS Form Submission File Creation - PRU Selection By Program
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • State Form Dictionary Setup
  • Client Admission Report (PAS 44N)
  • Program Maintenance
  • Registry Settings (PM)
  • App Dashboard
  • Dynamic Form - Admission - Client
  • Dynamic form- Social Security Number
  • Admission (Outpatient)
  • Diagnosis
  • Client Admission Report (PAS 44N)
  • Admission
  • NYS PAS Form Submission File Creation
  • Discharge
  • Client Discharge Report (PAS 45N)
  • Program Transfer
  • Client Transfer Report (PAS 47)
  • Program Transfer (OutPatient)
  • Call Intake
  • Client Waiting List Report (PAS 51)
  • Element Transition Report (PAS 125)
  • Crisis Episode Client Admission/Discharge Report (PAS 46N)
Scenario 1: Client Discharge Report (PAS 45N) - NYS PAS Form Submission File Creation
Specific Setup:
  • Facility Defaults:
  • The 'Output Path On Server For Electronic Files' field is set to the location where the output files are stored. Note the path.
  • State Form Dictionary Setup:
  • Set up three programs - Two of them with the same PRU (State Form Text Value) and one of them with the different PRU. Note the programs/PRU selected in this field.
  • Select State Form = New York State Client Admission Report (PAS 44N)
  • Select State Form Data Element = Program No. (10001)
  • State Form Text Value - Desired value. Note the value.
  • Admission:
  • 3 new clients are admitted in the programs identified above. Two of them are admitted in the different programs but the PRU is same for the program and one of them admitted in the program which is different from the previous two and the PRU is also different. Note the client id/name, admission date, admission program.
  • Diagnosis:
  • The diagnosis record is created for the clients.
  • Client Admission Report (PAS 44N):
  • Client admission report is filed for the clients admitted above.
Steps
  1. Open the ‘Client Discharge Report (PAS 45N)’ form.
  2. Enter the client in the ‘Select Client’ field matching the client used in the ‘Client Admission Report (PAS 44N)’ form.
  3. Select the same episode from the ‘Episode’ drop down list field as used in the ‘Client Admission Report (PAS 44N)’ form.
  4. Verify that the value in the ‘HIV Status Code’ field is ‘Known to be Positive’, matching the value filed in the ‘Client Admission Report (PAS 44N)’ form.
  5. Populate all required fields.
  6. Submit the form.
  7. Open the 'NYS PAS Form Submission File Creation' form.
  8. Populate the 'Provider ID No' with up to 5 digits.
  9. Set the 'Filter By PRU Number'=No.
  10. Select the month of admission for the clients identified above in the 'Month to report' field.
  11. Set the 'Re-Send Records Previously Sent?'=Yes.
  12. Click [Create File].
  13. Verify the system displays all the records for the client for which the 'Client Admission Report (PAS 44N)' form is filed.
  14. Populate the 'Provider ID No' with up to 5 digits.
  15. Set the 'Filter By PRU Number'=Yes.
  16. PRU Selected By=PRU
  17. Select one of the PRU number created in the setup section where two programs are assigned to same PRU.
  18. Select the month of admission for the clients identified above in the 'Month to report' field.
  19. Set the 'Re-Send Records Previously Sent?'=Yes.
  20. Click [Create File].
  21. Verify the system displays all the records for the client for the selected PRU number and for that program the 'Client Admission Report (PAS 44N)' form is filed for the client.
  22. Populate the 'Provider ID No' with up to 5 digits.
  23. Set the 'Filter By PRU Number'=Yes.
  24. PRU Selected By=Program
  25. Select one of the programs identified in the setup section.
  26. Select the month of admission for the clients identified above in the 'Month to report' field.
  27. Set the 'Re-Send Records Previously Sent?'=Yes.
  28. Click [Create File].
  29. Verify the system displays all the records for the client for the selected Program.
  30. Close the form.
Scenario 2: Client Admission Report (PAS 44N) - NYS PAS Form Submission File Creation
Specific Setup:
  • Facility Defaults:
  • The 'Output Path On Server For Electronic Files' field is set to the location where the output files are stored. Note the path.
  • State Form Dictionary Setup:
  • Set up three programs - Two of them with the same PRU (State Form Text Value) and one of them with the different PRU. Note the programs/PRU selected in this field.
  • Select State Form = New York State Client Admission Report (PAS 44N)
  • Select State Form Data Element = Program No. (10001)
  • State Form Text Value - Desired value. Note the value.
  • Admission:
  • 3 new clients are admitted in the programs identified above. Two of them are admitted in the different programs but the PRU is same for the program and one of them admitted in the program which is different from the previous two and the PRU is also different. Note the client id/name, admission date, admission program.
  • Diagnosis:
  • The diagnosis record is created for the clients.
Steps
  1. Open the 'Client Admission Report (PAS 44N)' form.
  2. Select a client in the ‘Select Client’ field.
  3. Select an episode from the ‘Episode’ drop down list field.
  4. Verify that ‘HIV State Code’ field is disabled and set to ‘Unknown’.
  5. Populate all required fields.
  6. Populate the ‘ID Consent Date’ field.
  7. Verify that ‘HIV Status Code’ is now enabled and required, with any existing value cleared.
  8. Set ‘HIV Status Code’ to ‘Known to be Negative’.
  9. Populate the ‘ID Consent Revoke Date’ field.
  10. Verify that ‘HIV Status Code’ is disabled and defaulted to ‘Unknown’.
  11. Clear the ‘ID Consent Revoke Date’ field.
  12. Verify that ‘HIV Status Code’ is enabled and required, with any existing value cleared.
  13. Clear the ‘ID Consent Date’ field.
  14. Verify that ‘HIV Status Code’ is disabled and defaulted to ‘Unknown’.
  15. Populate the ‘ID Consent Date’ field.
  16. Set ‘HIV Status Code’ to ‘Known to be Positive’.
  17. Submit the form.
  18. Open the ‘Client Discharge Report (PAS 45N)’ form.
  19. Enter the client in the ‘Select Client’ field matching the client used in the ‘Client Admission Report (PAS 44N)’ form.
  20. Select the same episode from the ‘Episode’ drop down list field as used in the ‘Client Admission Report (PAS 44N)’ form.
  21. Verify that the value in the ‘HIV Status Code’ field is ‘Known to be Positive’, matching the value filed in the ‘Client Admission Report (PAS 44N)’ form.
  22. Populate all required fields.
  23. Submit the form.
  24. Open the 'NYS PAS Form Submission File Creation' form.
  25. Populate the 'Provider ID No' with up to 5 digits.
  26. Set the 'Filter By PRU Number'=No.
  27. Select the month of admission for the clients identified above in the 'Month to report' field.
  28. Set the 'Re-Send Records Previously Sent?'=Yes.
  29. Click [Create File].
  30. Verify the system displays all the records for the client for which the 'Client Admission Report (PAS 44N)' form is filed.
  31. Populate the 'Provider ID No' with up to 5 digits.
  32. Set the 'Filter By PRU Number'=Yes.
  33. PRU Selected By=PRU
  34. Select one of the PRU number created in the setup section where two programs are assigned to same PRU.
  35. Select the month of admission for the clients identified above in the 'Month to report' field.
  36. Set the 'Re-Send Records Previously Sent?'=Yes.
  37. Click [Create File].
  38. Verify the system displays all the records for the client for the selected PRU number and for that program the 'Client Admission Report (PAS 44N)' form is filed for the client.
  39. Populate the 'Provider ID No' with up to 5 digits.
  40. Set the 'Filter By PRU Number'=Yes.
  41. PRU Selected By=Program
  42. Select one of the programs identified in the setup section.
  43. Select the month of admission for the clients identified above in the 'Month to report' field.
  44. Set the 'Re-Send Records Previously Sent?'=Yes.
  45. Click [Create File].
  46. Verify the system displays all the records for the client for the selected Program.
  47. Close the form.
Scenario 3: New York PAS - Client Transfer Report (PAS 47)
Specific Setup:
  • Facility Defaults:
  • The 'Output Path On Server For Electronic Files' field is set to the location where the output files are stored. Note the path.
  • State Form Dictionary Setup:
  • Set up three programs - Two of them with the same PRU (State Form Text Value) and one of them with the different PRU. Note the programs/PRU selected in this field.
  • Select State Form = New York State Client Admission Report (PAS 44N)
  • Select State Form Data Element = Program No. (10001)
  • State Form Text Value - Desired value. Note the value.
  • Admission:
  • 3 new clients are admitted in the programs identified above. Two of them are admitted in the different programs but the PRU is same for the program and one of them admitted in the program which is different from the previous two and the PRU is also different. Note the client id/name, admission date, admission program.
  • Diagnosis:
  • The diagnosis record is created for the clients.
  • Client Admission Report (PAS 44N):
  • Client admission report is filed for the clients admitted above.
  • Program Transfer:
  • Transfer one of the client to the different program that is not setup in the 'State Form Dictionary Setup' form. Note both the programs.
Steps
  1. Open the 'Client Transfer Report (PAS 47)' form.
  2. Select a client admitted into the program set up in the setup section.
  3. Complete all the fields.
  4. Set the 'Default PRU No. Transferred From' to the 'Program' option to assign the PRU No. of the program.
  5. Set the 'Default PRU No. Transferred To' to the 'Program' option to assign the PRU No. of the target program.
  6. Note the value of the 'PRU No. Transferred To' field.
  7. Click [Submit].
  8. Verify the form files successfully.
  9. Open the 'NYS PAS Form Submission File Creation' form.
  10. Populate the 'Provider ID No' with up to 5 digits.
  11. Set the 'Filter By PRU Number'=No.
  12. Select the month of admission for the clients identified above in the 'Month to report' field.
  13. Set the 'Re-Send Records Previously Sent?'=Yes.
  14. Click [Create File].
  15. Verify the system displays all the records for the client for which the 'Client Admission Report (PAS 44N)' form is filed.
  16. Populate the 'Provider ID No' with up to 5 digits.
  17. Set the 'Filter By PRU Number'=Yes.
  18. PRU Selected By=PRU.
  19. Select one of the PRU number created in the setup section where two programs are assigned to same PRU.
  20. Select the month of admission for the clients identified above in the 'Month to report' field.
  21. Set the 'Re-Send Records Previously Sent?'=Yes.
  22. Click [Create File].
  23. Verify the system displays all the records for the client for the selected PRU number and for that program the 'Client Admission Report (PAS 44N)' form is filed for the client.
  24. Populate the 'Provider ID No' with up to 5 digits.
  25. Set the 'Filter By PRU Number'=Yes.
  26. PRU Selected By=Program.
  27. Select one of the programs identified in the setup section.
  28. Select the month of admission for the clients identified above in the 'Month to report' field.
  29. Set the 'Re-Send Records Previously Sent?'=Yes.
  30. Click [Create File].
  31. Verify the system displays all the records for the client for the selected Program.
  32. Close the form.
Scenario 4: New York PAS - Client Waiting List Report (PAS 51)
Specific Setup:
  • Facility Defaults:
  • The 'Output Path On Server For Electronic Files' field is set to the location where the output files are stored. Note the path.
  • State Form Dictionary Setup:
  • Set up the desired call intake program with the PRU (State Form Text Value). Note the programs/PRU selected in this field.
  • Select State Form = New York State Client Admission Report (PAS 44N)
  • Select State Form Data Element = Program No. (10001)
  • State Form Text Value -Same value as program code. Note the value.
  • Call Intake:
  • The client is admitted to the call intake program. Note the program code/name.
Steps

Open the 'Client Waiting List Report (PAS 51)' form.

  1. Select a client admitted into the program set up in the setup section.
  2. Complete all the fields.
  3. Set the 'Default PRU No. From' to the 'Program' option to assign the PRU No. to client/program.
  4. Click [Submit].
  5. Verify the form files successfully.
  6. Open the 'NYS PAS Form Submission File Creation' form.
  7. Populate the 'Provider ID No' with up to 5 digits.
  8. Set the 'Filter By PRU Number'=No.
  9. Select the month of admission for the clients identified above in the 'Month to report' field.
  10. Set the 'Re-Send Records Previously Sent?'=Yes.
  11. Click [Create File].
  12. Verify the system displays all the records for the client for which the 'Client Admission Report (PAS 44N)' form is filed.
  13. Populate the 'Provider ID No' with up to 5 digits.
  14. Set the 'Filter By PRU Number'=Yes.
  15. PRU Selected By=PRU
  16. Select one of the PRU number created in the setup section where two programs are assigned to same PRU.
  17. Select the month of admission for the clients identified above in the 'Month to report' field.
  18. Set the 'Re-Send Records Previously Sent?'=Yes.
  19. Click [Create File].
  20. Verify the system displays all the records for the client for the selected PRU number and for that program the 'Client Admission Report (PAS 44N)' form is filed for the client.
  21. Populate the 'Provider ID No' with up to 5 digits.
  22. Set the 'Filter By PRU Number'=Yes.
  23. PRU Selected By=Program
  24. Select one of the programs identified in the setup section.
  25. Select the month of admission for the clients identified above in the 'Month to report' field.
  26. Set the 'Re-Send Records Previously Sent?'=Yes.
  27. Click [Create File].
  28. Verify the system displays all the records for the client for the selected Program.
  29. Close the form.
Scenario 5: New York PAS - Element Transition Report (PAS 125)
Specific Setup:
  • Facility Defaults:
  • The 'Output Path On Server For Electronic Files' field is set to the location where the output files are stored. Note the path.
  • State Form Dictionary Setup:
  • Set up the desired call intake program with the PRU (State Form Text Value). Note the programs/PRU selected in this field.
  • Select State Form = New York State Client Admission Report (PAS 44N)
  • Select State Form Data Element = Program No. (10001)
  • State Form Text Value -Same value as program code. Note the value.
  • Program Maintenance:
  • An existing outpatient program is identified. Note the program code/value.
  • Site Specific Extended Dictionaries:
  • OASAS Part 820 Program = Yes
  • Admission:
  • A new client is added or an existing client is identified who is admitted in the program identified above. Note the client id/name, Admission date/program.
Steps
  1. Open 'Element Transition Report (PAS 125)' form.
  2. Select a client admitted into the program set up in the setup section.
  3. Complete all the fields.
  4. Set the 'Default PRU No. From' to the 'Program' option to assign the PRU No. to client/program.
  5. Click [Submit].
  6. Verify the form files successfully.
  7. Open the 'NYS PAS Form Submission File Creation' form.
  8. Populate the 'Provider ID No' with up to 5 digits.
  9. Set the 'Filter By PRU Number'=No.
  10. Select the month of admission for the clients identified above in the 'Month to report' field.
  11. Set the 'Re-Send Records Previously Sent?'=Yes.
  12. Click [Create File].
  13. Verify the system displays all the records for the client for which the 'Element Transition Report (PAS 125)' form is filed.
  14. Populate the 'Provider ID No' with up to 5 digits.
  15. Set the 'Filter By PRU Number'=Yes.
  16. PRU Selected By=PRU
  17. Select one of the PRU number created in the setup section where two programs are assigned to the same PRU.
  18. Select the month of admission for the clients identified above in the 'Month to report' field.
  19. Set the 'Re-Send Records Previously Sent?'=Yes.
  20. Click [Create File].
  21. Verify the system displays all the records for the client for the selected PRU number and for that program the 'Element Transition Report (PAS 125)' form is filed for the client.
  22. Populate the 'Provider ID No' with up to 5 digits.
  23. Set the 'Filter By PRU Number'=Yes.
  24. PRU Selected By=Program
  25. Select one of the programs identified in the setup section.
  26. Select the month of admission for the clients identified above in the 'Month to report' field.
  27. Set the 'Re-Send Records Previously Sent?'=Yes.
  28. Click [Create File].
  29. Verify the system displays all the records for the client for the selected Program.
  30. Close the form.
Scenario 6: Crisis Episode Client Admission/Discharge Report (PAS 46N) - NYS PAS Form Submission File Creation
Specific Setup:
  • Facility Defaults:
  • The 'Output Path On Server For Electronic Files' field is set to the location where the output files are stored. Note the path.
  • State Form Dictionary Setup:
  • Set up three programs - Two of them with the same PRU (State Form Text Value) and one of them with the different PRU. Note the programs/PRU selected in this field.
  • Select State Form = New York State Client Admission Report (PAS 44N)
  • Select State Form Data Element = Program No. (10001)
  • State Form Text Value - Desired value. Note the value.
  • Admission:
  • 3 new clients are admitted in the programs identified above. Two of them are admitted in the different programs but the PRU is same for the program and one of them admitted in the program which is different from the previous two and the PRU is also different. Note the client id/name, admission date, admission program.
  • Diagnosis:
  • The diagnosis record is created for the clients.
  • Client Admission Report (PAS 44N):
  • Client admission report is filed for the clients admitted above.
  • Client Discharge Report (PAS 45N):
  • Client discharge report is filed for at least one client. Note the client id.
Steps
  1. Open the ‘Crisis Episode Client Admission/Discharge Report (PAS 46N)’ form.
  2. Enter the client in the ‘Select Client’ field matching the client used in the ‘Client Admission Report (PAS 44N)’ and 'Client Discharge Report (PAS 45N)' form.
  3. Select the same episode from the ‘Episode’ drop down list field as used in the ‘Client Admission Report (PAS 44N)’ form and 'Client Discharge Report (PAS 45N)' form.
  4. Verify that the value in the ‘HIV Status Code’ field is ‘Known to be Positive’, matching the value filed in the ‘Client Admission Report (PAS 44N)’ form.
  5. Populate all the required fields.
  6. Submit the form.
  7. Open the 'NYS PAS Form Submission File Creation' form.
  8. Populate the 'Provider ID No' with up to 5 digits.
  9. Set the 'Filter By PRU Number'=No.
  10. Select the month of admission for the clients identified above in the 'Month to report' field.
  11. Set the 'Re-Send Records Previously Sent?'=Yes.
  12. Click [Create File].
  13. Verify the system displays all the records for the client for which the 'Client Admission Report (PAS 44N)', 'Client Discharge Report (PAS 45N)' and Crisis Episode Client Admission/Discharge Report (PAS 46N) form is filed.
  14. Populate the 'Provider ID No' with up to 5 digits.
  15. Set the 'Filter By PRU Number'=Yes.
  16. PRU Selected By=PRU
  17. Select one of the PRU number created in the setup section where two programs are assigned to same PRU.
  18. Select the month of admission for the clients identified above in the 'Month to report' field.
  19. Set the 'Re-Send Records Previously Sent?'=Yes.
  20. Click [Create File].
  21. Verify the system displays all the records for the client for the selected PRU number.
  22. Populate the 'Provider ID No' with up to 5 digits.
  23. Set the 'Filter By PRU Number'=Yes.
  24. PRU Selected By=Program
  25. Select one of the programs identified in the setup section.
  26. Select the month of admission for the clients identified above in the 'Month to report' field.
  27. Set the 'Re-Send Records Previously Sent?'=Yes.
  28. Click [Create File].
  29. Verify the system displays all the records for the client for the selected Program.
  30. Close the form.
Topics
• Client Discharge Report (Pas 45N) • NX • Client Admission Report (PAS 44N) • Client Waiting List Report (PAS 51) • Crisis Episode Client Admission/Discharge Report (PAS 46N)
Update 6 Summary | Details
'FASAMS Admission/Discharge' form - Age Override
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FASAMS Admission/Discharge
Scenario 1: 'FASAMS Admission/Discharge form - 'Program Area' age override
Specific Setup:
  • 'FASAMS Setup' form occurrence filed with at least one valid value in each of the following fields; 'Managing Entity(s)', 'FASAMS Program', 'FASAMS Guarantors', 'Financial Eligibility', 'Populate Client Demographics on Form Load', 'FASAMS Provider Sites'.
  • 'Admission' form filed for test child client for a program valid by 'FASAMS Setup' form values and aged under 18 as of the 'PreAdmit/Admission' date of the admission having no 'FASAMS Admission/Discharge' occurrences.
  • 'Admission' form filed for test adult client for a program valid by 'FASAMS Setup' form values and aged 18 or over as of the 'PreAdmit/Admission' date of the admission having no 'FASAMS Admission/Discharge' occurrences.
Steps
  1. Open the 'FASAMS Admission/Discharge' form for test client aged under 18.
  2. Set 'Effective Date' to "04/01/2022", click 'Program Area', verify "Child Mental Health" and "Child Substance Abuse" are the only values presented and select "Child Mental Health".
  3. Set 'Assessment Type' to "Admission", select values for 'FASAMS Programs' and 'Provider Site ID', set 'Admission Date' to "04/01/2022", complete all additional required fields and file the form.
  4. Open the 'FASAMS Admission/Discharge' form for test client aged under 18.
  5. Set 'Effective Date' to "04/01/2022", click 'Program Area', verify "Child Substance Abuse" is the only value presented and select it.
  6. Set 'Assessment Type' to "Admission", select values for 'FASAMS Programs' and 'Provider Site ID', set 'Admission Date' to "04/01/2022", complete all additional required fields and file the form.
  7. Open the 'FASAMS Admission/Discharge' form for test client aged under 18.
  8. Set 'Effective Date' to "04/01/2022", click 'Program Area', verify no values are presented and click [Program Area Override].
  9. Click 'Program Area', verify "Adult Mental Health" and "Adult Substance Abuse" are the only values presented and select "Adult Mental Health".
  10. Set 'Assessment Type' to "Admission", select values for 'FASAMS Programs' and 'Provider Site ID', set 'Admission Date' to "04/01/2022", complete all additional required fields and file the form.
  11. Open the 'FASAMS Admission/Discharge' form for test client aged under 18.
  12. Set 'Effective Date' to "04/01/2022", click 'Program Area', verify no values are presented and click [Program Area Override].
  13. Click 'Program Area', verify "Adult Substance Abuse" is the only values presented and select it.
  14. Set 'Assessment Type' to "Admission", select values for 'FASAMS Programs' and 'Provider Site ID', set 'Admission Date' to "04/01/2022", complete all additional required fields and file the form.
  15. Open the 'FASAMS Admission/Discharge' form for test client aged 18 or over.
  16. Set 'Effective Date' to "04/01/2022", click 'Program Area', verify "Adult Mental Health" and "Adult Substance Abuse" are the only values presented and select "Adult Mental Health".
  17. Set 'Assessment Type' to "Admission", select values for 'FASAMS Programs' and 'Provider Site ID', set 'Admission Date' to "04/01/2022", complete all additional required fields and file the form.
  18. Open the 'FASAMS Admission/Discharge' form for test client aged 18 or over.
  19. Set 'Effective Date' to "04/01/2022", click 'Program Area', verify "Adult Substance Abuse" is the only value presented and select it.
  20. Set 'Assessment Type' to "Admission", select values for 'FASAMS Programs' and 'Provider Site ID', set 'Admission Date' to "04/01/2022", complete all additional required fields and file the form.
  21. Open the 'FASAMS Admission/Discharge' form for test client aged 18 or over.
  22. Set 'Effective Date' to "04/01/2022", click 'Program Area', verify no values are presented and click [Program Area Override].
  23. Click 'Program Area', verify "Child Mental Health" and "Child Substance Abuse" are the only values presented and select "Child Mental Health".
  24. Set 'Assessment Type' to "Admission", select values for 'FASAMS Programs' and 'Provider Site ID', set 'Admission Date' to "04/01/2022", complete all additional required fields and file the form.
  25. Open the 'FASAMS Admission/Discharge' form for test client aged 18 or over.
  26. Set 'Effective Date' to "04/01/2022", click 'Program Area', verify no values are presented and click [Program Area Override].
  27. Click 'Program Area', verify "Child Substance Abuse" is the only values presented and select it.
  28. Set 'Assessment Type' to "Admission", select values for 'FASAMS Programs' and 'Provider Site ID', set 'Admission Date' to "04/01/2022", complete all additional required fields and file the form.
'FASAMS Placement' form - Prevent Conflicting Multiple Placements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FASAMS Placement
Scenario 1: 'FASAMS Placement' form - Prevent Multiple Placements
Specific Setup:
  • 'FASAMS Admission/Discharge' form filed for test adult client with 'Program Area' set to "Adult Mental Health" and 'Admission Date' set to "04/01/2022".
Steps
  1. Open the 'FASAMS Placement' form for test client aged 18 or over.
  2. Click 'Active Program Area(s) and select "Adult Mental Health", set 'Assessment Type' to "Open Placement", set 'Effective Date' to "04/01/2022", click 'Placement Type' and select "CSU/Inpatient", set 'Start Date' to "04/01/2022" and file the form
  3. Open the 'FASAMS Placement' form for test client aged 18 or over and click [Add].
  4. Click 'Active Program Area(s) and select "Adult Mental Health", set 'Assessment Type' to "Open Placement", set 'Effective Date' to "04/01/2022", click 'Placement Type' and select "Inpatient Detoxification", set 'Start Date' to "04/01/2022" and file the form
  5. Open the 'FASAMS Placement' form for test client aged 18 or over and click [Add].
  6. Click 'Active Program Area(s) and select "Adult Mental Health", set 'Assessment Type' to "Open Placement", set 'Effective Date' to "04/01/2022", click 'Placement Type' and select "Outpatient", set 'Start Date' to "04/01/2022" and file the form
  7. Open the 'FASAMS Placement' form for test client aged 18 or over and click [Add].
  8. Click 'Active Program Area(s) and select "Adult Mental Health", set 'Assessment Type' to "Open Placement", set 'Effective Date' to "04/01/2022", click 'Placement Type' and select "Residential", set 'Start Date' to "04/01/2022" and file the form
  9. Open the 'FASAMS Placement' form for test client aged 18 or over and click [Add].
  10. Click 'Active Program Area(s) and select "Adult Mental Health", set 'Assessment Type' to "Open Placement", set 'Effective Date' to "04/01/2022", click 'Placement Type' and select "State Mental Health", set 'Start Date' to "04/01/2022" and file the form
  11. Open the 'FASAMS Placement' form for test client aged 18 or over and click [Add].
  12. Click 'Active Program Area(s) and select "Adult Mental Health", set 'Assessment Type' to "Open Placement", set 'Effective Date' to "04/02/2022".
  13. Click 'Placement Type', select "CSU/Inpatient", and click [OK] to acknowledge the pop-up informational message identifying the most recent occurrence for the 'Placement Type' selected when one exists.
  14. Set 'Start Date' to "04/02/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  15. Click 'Placement Type', select "Inpatient Detoxification", and click [OK] to acknowledge the pop-up informational message identifying the most recent occurrence for the 'Placement Type' selected when one exists.
  16. Set 'Start Date' to "04/02/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  17. Click 'Placement Type', select "Outpatient", and click [OK] to acknowledge the pop-up informational message identifying the most recent occurrence for the 'Placement Type' selected when one exists.
  18. Set 'Start Date' to "04/02/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  19. Click 'Placement Type', select "Residential", and click [OK] to acknowledge the pop-up informational message identifying the most recent occurrence for the 'Placement Type' selected when one exists.
  20. Set 'Start Date' to "04/02/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  21. Click 'Placement Type', select "State Mental Health", and click [OK] to acknowledge the pop-up informational message identifying the most recent occurrence for the 'Placement Type' selected when one exists.
  22. Set 'Start Date' to "04/02/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type' and exit the form.
  23. Open the 'FASAMS Placement' form for test client aged 18 or over, select the first row presented in the list window and click [Edit].
  24. Set 'Assessment Type' to "Close Placement", set 'End Date' to "04/02/2022", complete all additional required fields and file the form.
  25. Open the 'FASAMS Placement' form for test client aged 18 or over, select the second row presented in the list window and click [Edit].
  26. Set 'Assessment Type' to "Close Placement", set 'End Date' to "04/02/2022", complete all additional required fields and file the form.
  27. Open the 'FASAMS Placement' form for test client aged 18 or over, select the third row presented in the list window and click [Edit].
  28. Set 'Assessment Type' to "Close Placement", set 'End Date' to "04/02/2022", complete all additional required fields and file the form.
  29. Open the 'FASAMS Placement' form for test client aged 18 or over, select the fourth row presented in the list window and click [Edit].
  30. Set 'Assessment Type' to "Close Placement", set 'End Date' to "04/02/2022", complete all additional required fields and file the form.
  31. Open the 'FASAMS Placement' form for test client aged 18 or over, select the fifth row presented in the list window and click [Edit].
  32. Set 'Assessment Type' to "Close Placement", set 'End Date' to "04/02/2022", complete all additional required fields and file the form.
  33. Open the 'FASAMS Placement' form for test client aged 18 or over and click [Add].
  34. Click 'Active Program Area(s) and select "Adult Mental Health", set 'Assessment Type' to "Open Placement" and set 'Effective Date' to "04/02/2022".
  35. Click 'Placement Type', select "CSU/Inpatient", and click [OK] to acknowledge the pop-up informational message identifying the most recent occurrence for the 'Placement Type' selected when one exists.
  36. Set 'Start Date' to "03/31/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  37. Set 'Start Date' to "04/01/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  38. Set 'Start Date' to "04/01/2022".
  39. Click 'Placement Type', select "Inpatient Detoxification", and click [OK] to acknowledge the pop-up informational message identifying the most recent occurrence for the 'Placement Type' selected when one exists.
  40. Set 'Start Date' to "04/01/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  41. Set 'Start Date' to "03/31/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  42. Click 'Placement Type', select "Outpatient", and click [OK] to acknowledge the pop-up informational message identifying the most recent occurrence for the 'Placement Type' selected when one exists.
  43. Set 'Start Date' to "04/01/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  44. Set 'Start Date' to "03/31/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  45. Click 'Placement Type', select "Residential", and click [OK] to acknowledge the pop-up informational message identifying the most recent occurrence for the 'Placement Type' selected when one exists.
  46. Set 'Start Date' to "04/01/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  47. Set 'Start Date' to "03/31/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  48. Click 'Placement Type', select "State Mental Health", and click [OK] to acknowledge the pop-up informational message identifying the most recent occurrence for the 'Placement Type' selected when one exists.
  49. Set 'Start Date' to "04/01/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  50. Set 'Start Date' to "03/31/2022" and click [OK] to acknowledge the pop-up error message identifying that the date entered is in conflict with an existing occurrence having the same 'Program Area' and 'Placement Type'.
  51. Click 'Active Program Area(s) and select "Adult Substance Abuse", set 'Effective Date' to "04/01/2022", set 'Start Date' to "04/01/2022" and file the form.
'Florida FASAMS Service Grid' - Additional Columns
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • State Form Configuration Grid
Scenario 1: 'State Form Configuration Grid' form - Validate the 'Florida FASAMS Service Grid'
Specific Setup:
  • 'FASAMS Setup' form occurrence filed with at least one valid value in each of the following fields; 'Managing Entity(s)', 'FASAMS Program', 'FASAMS Guarantors', 'Financial Eligibility', 'Populate Client Demographics on Form Load', 'FASAMS Provider Sites'.
  • 'Dictionary Update' form filed with 'File' set to "State Form Table", 'Data Element' set to "(59001) Solution", and 'Dictionary Code' values "5 = Florida FASAMS Contract Grid" and "6 = Florida FASAMS Service Grid" active.
Steps
  1. Open 'State Form Configuration Grid' form.
  2. Select "Florida FASAMS Service Grid" from 'Solution' field and click [Export].
  3. Use the 'Save' window presented to save the file and exit the form.
  4. Make a copy of the file to another name for testing purposes and keep the original as a backup in the new file format that includes the three additional columns for use in making future changes.
  5. Open the file copy using software capable of reading/editing the file and verify the columns 'Sub Contract', 'Placement Code', and 'Site Identifier' exist.
  6. If there are no data values present in the file enter valid values for 'Avatar Program Code (Required)', 'Program Area (Required)', and 'Priority (Required) columns in the first row. Enter "12345" in the 'Sub Contract' column, "1" in the 'Placement Code' column, and "01" in the 'Site Identifier' column of the same row and save the file. If data already exists in the file enter "12345" in the 'Sub Contract' column, "1" in the 'Placement Code' column, and "01" in the 'Site Identifier' column of an existing data row and save the file.
  7. Open 'State Form Configuration Grid/ form.
  8. Select "Florida FASAMS Service Grid" from 'Solution' field and click [Import].
  9. Use the 'Open' window presented to select the file just exported and modified.
  10. Select "Yes" from the 'Proceed? This will overwrite any prior configuration and cannot be undone.' pop-up message presented.
  11. Select "OK" from the 'Information' pop-up message presented.
  12. Select "Florida FASAMS Service Grid" from 'Solution' field and click [Export].
  13. Use the 'Save' window presented to save the file and exit the form.
  14. Open the file using software capable of reading/editing the file and verify that the 'Sub Contract', 'Placement Code', and 'Site Identifier' columns are populated in the row previously updated.
  15. Using SQL query software verify the SQL table 'STATEFORM.fl_fasams_service' contains the columns 'sub_contract', 'placement_code' and 'site_identifier' that are populated for the row previously updated.
Topics
• FASAMS Admission/Discharge • FASAMS Setup • FASAMS Placement • State Form Configuration Grid
Update 7 Summary | Details
State Reporting - Oklahoma
Internal Test Only
Topics
• State Forms
Update 10 Summary | Details
State Forms - Virginia State Reporting
Internal Test Only
Topics
• State Forms
Update 11 Summary | Details
Colorado State Reporting CCAR
Internal Test Only
Topics
• State Forms
2021 Update 35 Summary | Details
PROS Encounter form - Client Account Ledger
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • PROS Program Participation Definition
  • PROS Encounter Form
  • Registry Settings (PM)
  • User Definition
  • Program Maintenance
  • Admission (Outpatient)
  • Guarantors/Payors
  • Dictionary Update (PM)
  • Service Codes
  • Financial Eligibility
Scenario 1: Validate tabular data editor screen in the 'PROS Program Participation Definition' form.
Specific Setup:
  • Registry Settings = “Enable Pros Processing” registry setting set to “Y".
  • "Program Maintenance" = "Site Specific Extended Dictionaries” section, "PROS Component Definition for Program" defined for program used in testing.
Steps
  1. Open the 'PROS Program Participation Definition' form.
  2. Click the 'Launch Program Participation Definition' button.
  3. Enter data in the 'Program' field.
  4. Enter data in the 'Selection' field.
  5. Enter data in the 'Start Time' field.
  6. Enter units in the 'End Time' field.
  7. Enter data in the 'Days' field.
  8. Enter data in the 'Effective Date' field.
  9. Enter duration in the 'End Date' field.
  10. Click 'Save' button.
  11. Validate the message 'All row(s) are valid'.
  12. Click "Yes" button.
  13. Submit the form.
  14. Verify the form submits successfully.
  15. Reopen the 'PROS Program Participation Definition' form.
  16. Click the 'Launch Program Participation Definition' button.
  17. Verify the 'Program' field populates the previously filed data.
  18. Verify the 'Selection' field populates the previously filed data.
  19. Verify the 'Start Time' field populates the previously filed data.
  20. Verify the 'End Time' field populates the previously filed data.
  21. Verify the 'Days' populates the previously filed data.
  22. Verify the 'Effective Date' populates the previously filed data.
  23. Verify the 'End Date' populates the previously filed data.
  24. Submit the form.
  25. Verify the form submits successfully.
Scenario 2: PROS Encounter - Client Account Ledger
Specific Setup:
  • Registry Settings = “Enable Pros Processing” registry setting set to “Y".
  • "Program Maintenance" = "Site Specific Extended Dictionaries” section, "PROS Component Definition for Program" defined for program used in testing.
  • “PROS Program Participation Definition” exists for the program.
  • Client is enrolled in the above program.
  • PROS Service Codes exist.
Steps
  1. Open the 'PROS Encounter'.
  2. Enter the 'Date'.
  3. Select the 'Client'.
  4. Click [Choose Program Participation].
  5. Select the desired participation.
  6. Enter services by selecting the program, service code, practitioner, duration, and other desired fields.
  7. Click [Submit].
  8. Return to the form.
  9. Validate that the 'Date' is equal to the value entered above.
  10. Select the 'Client'.
  11. Click [Check Services].
  12. Validate that the 'Client Account Ledger' report opens and displays the services for the client.
Topics
• State Forms