Avatar SF 2022 Update 2

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.