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Avatar SF 2023 Monthly Release 2023.04.00 Acceptance Tests

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Update 16 Summary | Details
Kansas AIMS Setup - Exclude Service from AIMS Compile
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Kansas AIMS Setup
  • Kansas AIMS Flag Maintenance
  • Kansas AIMS Compile
Scenario 1: Kansas AIMS Setup - Form / Field / Workflow validation
Specific Setup:
  • Registry Settings:
  • Set the "Enable Kansas AIMS Compile" registry setting to "Y".
  • Client:
  • Client A should be admitted into any Outpatient program.
  • Client Charge Input:
  • Identify or Create two services (Service A and Service B)
  • Use the 'Client Charge Input' form to charge both two services for the client, by entering a different service code for each date. Fill in the duration field.
  • Service Fee/Cross Reference Maintenance:
  • Edit each service code, by putting any desired value in the 'State Reporting Code 1' field.
Steps
  1. Open the 'Kansas AIMS Setup' form.
  2. Validate that there is a new field added 'Exclude Services From AIMS Compile' and all the available services are shown for selection.
  3. Select "No" for 'Non-Episodic Flagging', 'Require Screening for Pre-Admits', and 'Require Chronicity for Discharges'.
  4. Select all programs in the 'Valid Programs for AIMS Compile' field.
  5. Enter any desired values for the remaining fields.
  6. Select 'Submit'.
  7. Open the 'Kansas AIMS Flag Maintenance' form.
  8. Enter a start and end date for the current month, select the current PATID in the 'Client' field, and select 'Services' in the 'Data Type' field.
  9. Click the 'Add Flags' button.
  10. Validate that both services are present in the 'Add Flag Results' field.
  11. Close the 'Kansas AIMS Flag Maintenance' form.
  12. Open the 'Kansas AIMS Compile' form and run the compile for the current month.
  13. Dump the file to view the data.
  14. Validate that there are two SV1 segments in the output, one for each service.
  15. Close the 'Kansas AIMS Compile' form.
  16. Open the 'Kansas AIMS Setup' form.
  17. Select one of the service codes used in the two services in the 'Exclude Services From AIMS Compile' field.
  18. Select 'Submit'.
  19. Open the 'Kansas AIMS Flag Maintenance' form.
  20. Enter a start and end date for the current month and select the current PATID in the 'Client' field.
  21. Click 'Populate Flag List'.
  22. Validate that there is an existing entry shown and check the existing entry.
  23. Select the 'Remove Selected Flags' button.
  24. Select 'Services' in the 'Data Type' field and click 'Add Flags'.
  25. Validate that there is only one service present in the 'Add Flags Results' field and the service marked as excluded in the Kansas Setup form is not showing here.
  26. Close the 'Kansas AIMS Flag Maintenance' form.
  27. Open the 'Kansas AIMS Compile' form and run the compile for the current month.
  28. Dump the file to view the data.
  29. Validate that there is only one SV1 segment in the output that is for the non-excluded service.
Kansas AIMS Flag Maintenance - Flag Maintenance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Kansas AIMS Compile
  • Kansas AIMS Flag Maintenance
Scenario 1: "Kansas AIMS Flag Maintenance" with "Kansas AIMS Compile" form logic validation
Specific Setup:
  • 'Registry Setting' form, 'Enable Kansas AIMS Compile' registry setting set to "Y".
  • 'Kansas AIMS Setup' form with a program selected in the 'Pre-Admit Screening Program(s)' field for use with test clients.
  • Test client with all data filed as required for a 'Pre-Admit Screening' occurrence ('Pre Admit', 'Diagnosis', 'Fast Financial Eligibility', 'Screening Entry From', 'Client Charge Input', 'Pre Admit Discharge') with 'Kansas AIMS Flag Maintenance' form filed once for the client post update installation.
  • Test client with all data filed as required for a 'Pre-Admit Screening' occurrence ('Pre Admit', 'Diagnosis', 'Fast Financial Eligibility', 'Screening Entry From', 'Client Charge Input', 'Pre Admit Discharge') with 'Kansas AIMS Flag Maintenance' form filed twice for the client post update installation.
Steps
  1. Open the 'Kansas AIMS Compile' form.
  2. Set 'Option' to "Compile", 'File Description' to a value to identify the file, 'End Date' to the month end date associated with test client data and click the [Process] command button.
  3. If the 'Compile complete. Errors were encountered during compile. Please check error report.' pop-up message is presented click [OK], set 'Option' to "Run Error Report", select the compilation file just created in the 'File' dropdown, click the [Process] command button, and review the 'Kansas AIMS Compile Error' report to verify that test clients are not included in the report, and close the report.
  4. Set 'Option' to "Dump File", select the compilation file just created in the 'File' dropdown, and click the [Process] command button.
  5. In the 'Kansas AIMS Compile Data' report presented verify the clients with data filed post update installation have an 'ADM' segment in the format "ADM*2*CCYYMMDD**CCYYMMDD*n~" where the second date value ('Discharge Date') and subsequent numeric value ('Discharge Reason') are present and close the report.
  6. Set 'Option' to "Create File", select the compilation file just created in the 'File' dropdown, and click the [Process] command button.
  7. Use the 'Save' window presented to save the sequential file and then exit the 'Kansas AIMS Compile' form.
  8. Open the sequential file created and verify the clients with data filed post update installation have an 'ADM' segment in the format "ADM*2*CCYYMMDD**CCYYMMDD*n~" where the second date value ('Discharge Date') and subsequent numeric value ('Discharge Reason') are present.
Scenario 2: 'Kansas AIMS Flag Maintenance' form and 'Kansas AIMS Compile' form logic validation - Pre Admit Discharges
Specific Setup:
  • 'Registry Setting' form, 'Enable Kansas AIMS Compile' registry setting set to "Y".
  • 'Kansas AIMS Setup' form filed with the following values: 'Pre-Admit Screening Program(s)' having a program selected valid for test client, 'Require Screening for Pre-Admits' set to "No", and 'Require Chronicity for Discharges' set to "No".
  • Test client with data filed in the 'Pre Admit', 'Diagnosis', 'Fast Financial Eligibility', and 'Pre Admit Discharge' forms as required by 'Kansas AIMS Setup' form values.
  • 'Kansas AIMS Flag Maintenance' form filed to remove existing data flags; 'Client' set to test client, 'Start Date' and 'End Date' encompassing test client's 'Pre Admit' and 'Pre Admit Discharge' dates, [Populate Flag List] clicked, presented 'Existing Flags' window row selected, [Remove Selected Flags] clicked, and 'Are you sure you want to delete the selected flags? This action cannot be undone.' pop-up message acknowledged by clicking "Yes".
Steps
  1. Open the 'Kansas AIMS Flag Maintenance' form.
  2. Set 'Start Date' equal to test client 'Pre Admit' form, 'PreAdmit/Admission Date' value.
  3. Set 'End Date' equal to test client 'Pre Admit Discharge' form, 'Date Of Discharge' value.
  4. Set 'Client' to test client.
  5. Set 'Data Type' by checking the 'Discharge' value.
  6. Click [Add Flags].
  7. Validate that there are no data populated in the 'Add Flags Results' field.
  8. Uncheck the 'Discharge' in the 'Data Type'.
  9. Validate that there is a new selection item 'Pre Admit Discharge' is added and present in the 'Data Type' List box.
  10. Set 'Data Type' by checking the 'Pre Admit Discharge' value.
  11. Click [Add Flags].
  12. Verify 'Add Flags Results' display window presents rows starting with ("Discharge") and exits the form.
  13. Close the 'Kansas AIMS Flag Maintenance' form.
  14. Open the 'Kansas AIMS Compile' form.
  15. Set 'Option' to "Compile", 'File Description' to a value to identify the file, 'End Date' to the month-end date associated with test client data and click [Process].
  16. For the pop-up message 'Compile complete.' click [OK].
  17. Set 'Option' to "Dump File", select the compilation file just created in the 'File' dropdown, and click [Process].
  18. In the 'Kansas AIMS Compile Data' report presented verify the client has an 'ADM' segment in the format "ADM*2*CCYYMMDD**n*CCYYMMDD*n~" where the second date value ('Discharge Date') and a subsequent numeric value ('Discharge Reason') are present and close the report.
  19. Set 'Option' to "Create File", select the compilation file just created in the 'File' dropdown, and click [Process].
  20. Use the 'Save' window presented to save the sequential file and then exit the 'Kansas AIMS Compile' form.
  21. Open the sequential file created and verify the client has an 'ADM' segment in the format "ADM*2*CCYYMMDD**n*CCYYMMDD*n~" where the second date value ('Discharge Date') and a subsequent numeric value ('Discharge Reason') are present.
Topics
• State Forms • NX • Kansas AIMS Flag Maintenance • Kansas AIMS Compile
Update 28 Summary | Details
State Forms - NY PAS (44N)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Diagnosis
  • Client Admission Report (PAS 44N)
  • NYS PAS Form Submission File Creation
  • State Form Dictionary Setup
Scenario 1: 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 a program. 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:
  • Client is admitted to above program.
  • Diagnosis:
  • The diagnosis record is created for the client.
Steps
  1. Open the form 'Client Admission Report (PAS 44N)'.
  2. Select desired client.
  3. Select the desired episode.
  4. Validate that the following fields have been added to the form: Transgender, Asian Origin, Pacific Origin, No. of Criminal Arrest in Prior 30 Days, No. of Criminal Arrest in Prior 6 Months, and No. of Days incarcerated in Prior 6 Months.
  5. Validate that the following fields have been removed from the form: NYSID, CJ Consent Date, and CJ Consent Revoke Date.
  6. Add data to all required fields and to desired optional fields.
  7. Submit the form.
  8. Close the form.
  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 client 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. If desired, review the file created in the Facility Defaults output path and return to the form.
  17. Populate the 'Provider ID No' with up to 5 digits.
  18. Set the 'Filter By PRU Number'=Yes.
  19. PRU Selected By=PRU
  20. Select the desired PRU value.
  21. Select the month of admission for the client identified above in the 'Month to report' field.
  22. Set the 'Re-Send Records Previously Sent?'=Yes.
  23. Click [Create File].
  24. 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.
  25. If desired, review the file created in the Facility Defaults output path and return to the form.
  26. Close the form.
State Forms - NY PAS (445)
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)
  • Admission (Outpatient)
  • Diagnosis
  • Discharge
  • Client Discharge Report (PAS 45N)
  • NYS PAS Form Submission File Creation
Scenario 1: Client Discharge Report (PAS 45N) - NYS PAS Form Submission File Creation
Specific Setup:
  • User Definition:
  • Include 'Client Discharge Report (PAS 45)' in 'Chart View'.
  • 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.
  • Program Maintenance: Identify a substance abuse program.
  • State Form Dictionary Setup:
  • 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.
  • Client:
  • A new admission in the program identified above. Note client id / admission date.
  • The diagnosis record is created for the client.
  • The 'Client Admission Report (PAS 44) has been filed.
  • The client has been discharged.
Steps
  1. Open the form 'Client Discharge Report (PAS 45N)'.
  2. Select desired client.
  3. Select the desired episode.
  4. Validate that the following fields have been added to the form: 'Was MAT Offered by this Program During this Treatment Episode?' and 'Was MAT Prescribed by this Program During this Treatment Episode?'.
  5. Add data to all required fields and to desired optional fields.
  6. Submit the form.
  7. Close the form.
  8. Open the 'NYS PAS Form Submission File Creation' form.
  9. Populate the 'Provider ID No' with up to 5 digits.
  10. Set the 'Filter By PRU Number'=No.
  11. Select the month of discharge for the client identified above in the 'Month to report' field.
  12. Set the 'Re-Send Records Previously Sent?'=Yes.
  13. Click [Create File].
  14. Verify the system displays all the records for the client for which the 'Client Discharge Report (PAS 45N)' form is filed.
  15. If desired, review the file created in the Facility Defaults output path and return to the form.
  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 the desired PRU value.
  20. Select the month of discharge for the client 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 Discharge Report (PAS 45N)' form is filed for the client.
  24. If desired, review the file created in the Facility Defaults output path and return to the form.
  25. Close the form.
Scenario 2: State Form 'Client Admission Report (PAS 44N)' - Chart View
Specific Setup:
  • User Definition:
  • Include 'Client Admission Report (PAS 44N)' in 'Chart View'.
  • 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.
  • Program Maintenance: Identify a substance abuse program.
  • State Form Dictionary Setup:
  • 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.
  • Client:
  • A new admission in the program identified above. Note client id / admission date.
  • Diagnosis:
  • The diagnosis record is created for the client.
Steps
  1. Open the form 'Client Admission Report (PAS 44N)'.
  2. Select a client that is enrolled in a substance abuse program.
  3. Select the desired episode.
  4. Validate that the following fields have been added to the form: Transgender, Asian Origin, Pacific Origin, No. of Criminal Arrest in Prior 30 Days, No. of Criminal Arrest in Prior 6 Months, and No. of Days incarcerated in Prior 6 Months.
  5. Validate that the following fields have been removed from the form: NYSID, CJ Consent Date, and CJ Consent Revoke Date.
  6. Add data to all required fields and to desired optional fields.
  7. Submit the form.
  8. Close the form.
  9. Open 'Chart View', 'Display Chart', and review the 'Client Admission Report (PAS 44N)' to validate that it contains the submitted data.
  10. Close the chart.
Topics
• State Forms • NX • Client Discharge Report (Pas 45N)
 

Avatar_SF_2023_Monthly_Release_2023.04.00_Details.csv