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Avatar SF 2023 Quarterly Release 2023.04 Acceptance Tests

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Update 1 Summary | Details
Avatar PM 2023 is Installed
Scenario 1: Validate Upgrading Avatar SF 2022 to 2023 is successful when 2022.04.00 is loaded
Specific Setup:
  • Latest Monthly Release is installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• NX • Upgrade
Update 2 Summary | Details
PROS Compile
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• State Forms
Update 3 Summary | Details
VT SATIS Services Reporting Pre-Processor
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• State Forms
Update 4 Summary | Details
Florida - AHCA Defaults
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AHCA Defaults
  • Dictionary Update (PM)
  • Registry Settings (PM)
  • Program Maintenance
  • Admission
  • Diagnosis
  • Financial Eligibility
  • Discharge
  • Default Guarantor Assignment
  • Practitioner Enrollment
  • License Information
  • AHCA File Generation
Scenario 1: AHCA Defaults - workflow
Specific Setup:
  • Setup to process the ‘AHCA File Generation’ form is complete.
  • Client with the necessary data is identified for testing.
  • AHCA Defaults:
  • Note that the 'XML Declaration' field contains '<HC_DATA xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="http://www.fdhc.state.fl.us/xmlschemas/PD10-5.xsd">'. This field can be edited.
  • Note that the 'Header Segments to Suppress' has pre-selected items for 'CONTACT_PERSON' and 'TRANS_CODE'. This field can be edited.
  • Validate that the 'Record Segments to Suppress' field exists and has no pre-selected values. This field can be edited.
  • The values of the above fields will determine what is output to the 'Dump File' from the ‘AHCA File Generation’ form. Note the values if any of the fields are edited.
Steps
  1. Open ‘AHCA File Generation’.
  2. Select ‘Compile’ in ‘AHCA File Generation Option’.
  3. Enter desired value in ‘Reporting Year’.
  4. Select the ‘Reporting Quarter’.
  5. Select the ‘Submission Type’.
  6. Select the ‘Data Type’.
  7. Enter a ‘File Description’.
  8. Validate that ‘Report Contents’ contains ‘Include Successfully Created Records’.
  9. Click [Process].
  10. Validate that the report opens and contains the data for the client.
  11. Close the report.
  12. Select ‘Dump File’ in ‘AHCA File Generation Option’.
  13. Select the file that was created in ‘Select File’.
  14. Click [Process].
  15. Validate that the report opens and contains the expected XML values.
  16. Close the report.
  17. Close the form.
Topics
• State Forms • NX
Update 6 Summary | Details
APS Authorization Requests Outbound File
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• State Forms
Update 7 Summary | Details
'Alabama ASAIS File Creation' - Client Names with Spaces
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Admission (Outpatient)
  • Alabama MRSIS ASAIS Screening\Assessment
  • Alabama ASAIS File Creation
  • Alabama ASAIS Discharge Summary
Scenario 1: Alabama ASAIS File Creation - Compile data for 'Assessment' type
Specific Setup:
  • The Registry Setting 'Allow Spaces in Client Name' must be set to "Y".
  • A client (Client A) is enrolled in an existing episode and has the following:
  • 'Client First Name' = FIRST FIRST
  • 'Client Middle Name' = MIDDLE MIDDLE
  • 'Client Last Name' = LAST
Steps
  1. Select "Client A" and access the 'Alabama MRSIS ASAIS Screening\Assessment' form.
  2. Select "ASAIS" in the 'MRSIS or ASAIS' field.
  3. Select the desired episode.
  4. Select "Assessment" in the 'Review' field.
  5. Select desired value in 'Provider Id' field.
  6. Select desired value in 'Completed By' field.
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Access the 'Alabama ASAIS File Creation' form.
  10. Select "Compile" in the 'Compile Dump Create' field.
  11. Select the value selected in the previous steps in the 'Provider Id' field.
  12. Selected the value selected in the previous steps in the 'Completed By' field.
  13. Select "Assessment" in the 'Type' field.
  14. Select "No" in the 'Mark As Sent' field.
  15. Enter the current date in the 'Through Date' field.
  16. Click [Process].
  17. Validate the "Compile Complete" message in the 'Processing Report' field and click [OK].
  18. Select "Dump" in the 'Compile Dump Create' field.
  19. Select the value selected in the previous steps in the 'Provider Id' field.
  20. Selected the value selected in the previous steps in the 'Completed By' field.
  21. Select "Assessment" in the 'Type' field.
  22. Select the compiled file in the previous steps in the 'Files' field.
  23. Select "Print" in the 'Print or Delete' field.
  24. Click [Process].
  25. Validate the file is displayed as expected.
  26. Validate the spaces in the 'Client First Name' and 'Client Middle Name' fields display properly for "Client A".
  27. Click [Close] and close the form.
Scenario 2: Alabama ASAIS File Creation - Compile data for 'Discharge' type
Specific Setup:
  • The Registry Setting 'Allow Spaces in Client Name' must be set to "Y".
  • A client (Client A) is enrolled in an existing episode and has the following:
  • 'Client First Name' = FIRST FIRST
  • 'Client Middle Name' = MIDDLE MIDDLE
  • 'Client Last Name' = LAST
  • "Client A" also has an existing assessment on file in the 'Alabama ASAIS Screening\Assessment Form'.
Steps
  1. Select "Client A" and access the 'Alabama ASAIS Discharge Summary' form.
  2. Select the desired assessment in the 'Discharge Which Assessment' field.
  3. Enter the current date in the 'Date of Discharge' field.
  4. Enter the current date in the 'Date of Last Contact' field.
  5. Select desired value in 'Provider Id' field.
  6. Select desired value in 'Completed By' field.
  7. Populate all other required and desired values.
  8. Click [Submit].
  9. Access the 'Alabama ASAIS File Creation' form.
  10. Select "Compile" in the 'Compile Dump Create' field.
  11. Select the value selected in the previous steps in the 'Provider Id' field.
  12. Selected the value selected in the previous steps in the 'Completed By' field.
  13. Select "Discharge" in the 'Type' field.
  14. Select "No" in the 'Mark As Sent' field.
  15. Enter the current date in the 'Through Date' field.
  16. Click [Process].
  17. Validate the "Compile Complete" message in the 'Processing Report' field and click [OK].
  18. Select "Dump" in the 'Compile Dump Create' field.
  19. Select the value selected in the previous steps in the 'Provider Id' field.
  20. Selected the value selected in the previous steps in the 'Completed By' field.
  21. Select "Discharge" in the 'Type' field.
  22. Select the compiled file in the previous steps in the 'Files' field.
  23. Select "Print" in the 'Print or Delete' field.
  24. Click [Process].
  25. Validate the file is displayed as expected.
  26. Validate the spaces in the 'Client First Name' and 'Client Middle Name' fields display properly for "Client A".
  27. Click [Close] and close the form.
Scenario 3: Alabama ASAIS File Creation - Compile data for 'Intake' type
Specific Setup:
  • The Registry Setting 'Allow Spaces in Client Name' must be set to "Y".
  • A client (Client A) is enrolled in an existing episode and has the following:
  • 'Client First Name' = FIRST FIRST
  • 'Client Middle Name' = MIDDLE MIDDLE
  • 'Client Last Name' = LAST
Steps
  1. Select "Client A" and access the 'Alabama MRSIS ASAIS Screening\Assessment' form.
  2. Select "ASAIS" in the 'MRSIS or ASAIS' field.
  3. Select the desired episode.
  4. Select "Intake" in the 'Review' field.
  5. Select desired value in 'Provider Id' field.
  6. Select desired value in 'Completed By' field.
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Access the 'Alabama ASAIS File Creation' form.
  10. Select "Compile" in the 'Compile Dump Create' field.
  11. Select the value selected in the previous steps in the 'Provider Id' field.
  12. Selected the value selected in the previous steps in the 'Completed By' field.
  13. Select "Intake" in the 'Type' field.
  14. Select "No" in the 'Mark As Sent' field.
  15. Enter the current date in the 'Through Date' field.
  16. Click [Process].
  17. Validate the "Compile Complete" message in the 'Processing Report' field and click [OK].
  18. Select "Dump" in the 'Compile Dump Create' field.
  19. Select the value selected in the previous steps in the 'Provider Id' field.
  20. Selected the value selected in the previous steps in the 'Completed By' field.
  21. Select "Intake" in the 'Type' field.
  22. Select the compiled file in the previous steps in the 'Files' field.
  23. Select "Print" in the 'Print or Delete' field.
  24. Click [Process].
  25. Validate the file is displayed as expected.
  26. Validate the spaces in the 'Client First Name' and 'Client Middle Name' fields display properly for "Client A".
  27. Click [Close] and close the form.
Scenario 4: Alabama ASAIS File Creation - Compile data for 'Inquiry' type
Specific Setup:
  • The Registry Setting 'Allow Spaces in Client Name' must be set to "Y".
  • A client (Client A) is enrolled in an existing episode and has the following:
  • 'Client First Name' = FIRST FIRST
  • 'Client Middle Name' = MIDDLE MIDDLE
  • 'Client Last Name' = LAST
Steps
  1. Select "Client A" and access the 'Alabama MRSIS ASAIS Screening\Assessment' form.
  2. Select "ASAIS" in the 'MRSIS or ASAIS' field.
  3. Select the desired episode.
  4. Select "Screening" in the 'Review' field.
  5. Select desired value in 'Provider Id' field.
  6. Select desired value in 'Completed By' field.
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Access the 'Alabama ASAIS File Creation' form.
  10. Select "Compile" in the 'Compile Dump Create' field.
  11. Select the value selected in the previous steps in the 'Provider Id' field.
  12. Selected the value selected in the previous steps in the 'Completed By' field.
  13. Select "Inquiry" in the 'Type' field.
  14. Select "No" in the 'Mark As Sent' field.
  15. Enter the current date in the 'Through Date' field.
  16. Click [Process].
  17. Validate the "Compile Complete" message in the 'Processing Report' field and click [OK].
  18. Select "Dump" in the 'Compile Dump Create' field.
  19. Select the value selected in the previous steps in the 'Provider Id' field.
  20. Selected the value selected in the previous steps in the 'Completed By' field.
  21. Select "Inquiry" in the 'Type' field.
  22. Select the compiled file in the previous steps in the 'Files' field.
  23. Select "Print" in the 'Print or Delete' field.
  24. Click [Process].
  25. Validate the file is displayed as expected.
  26. Validate the spaces in the 'Client First Name' and 'Client Middle Name' fields display properly for "Client A".
  27. Click [Close] and close the form.
Topics
• State Forms
Update 8 Summary | Details
FASAMS - Client Pseudo SSN
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• Database Management
Update 9 Summary | Details
ASO Service Groups
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • User Definition
  • ASO Service Groups
Scenario 1: ASO Service Groups
Specific Setup:
  • Registry Setting: ‘Avatar State Forms->Georgia State Forms->->->->Enable Georgia ASO Processing’ contains a value of ‘Y’.
  • User Definition has been used to give the user access to the ‘ASO Service Groups’ form.
Steps
  1. Open the ‘ASO Service Groups’ form.
  2. Select ‘Create New’ in ‘Action’.
  3. Select desired ‘Service Group Code’.
  4. Select desired ‘Type of Care’.
  5. Enter ‘Service Group Description’.
  6. Select desired ‘Service Code(s)’.
  7. Select desired ‘Guarantor(s)
  8. Click [Submit].
  9. Click [Yes] to remain in the form.
  10. Click [Print Service Groups].
  11. Validate that the data for the new service group is correct.
  12. Close the report.
  13. Select ‘Edit Existing’ in ‘Action’.
  14. Select the new service group in ‘Select Service Group’.
  15. Edit at least one item in the new service group, noting the changes.
  16. Click [Submit].
  17. Click [No] to exit the form.
  18. Renter the ‘ASO Service Groups’ form.
  19. Select ‘Edit Existing’ in ‘Action’.
  20. Select the new service group in ‘Select Service Group’.
  21. Validate that the edited item(s) were successfully saved.
  22. Click ‘Delete Existing’ in ‘Action.
  23. Select the new service group in ‘Select Service Group’.
  24. Click [Yes].
  25. Click [Print Service Groups].
  26. Validate that the new service group does not exist in the report.
  27. Close the report.
  28. Close the form.
Topics
• State Forms • NX
Update 10 Summary | Details
Vermont SATIS Service Summarizer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• State Forms
Update 11 Summary | Details
Colorado State Reporting Override
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• Database Management
Update 12 Summary | Details
Client Admission Report (PAS 44N)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • State Form Dictionary Setup
  • Admission (Outpatient)
  • Diagnosis
  • NYS PAS Form Submission File Creation
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 three programs. 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:
  • Three 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 2: State Form 'Client Admission Report (PAS 44N)' - Field Validations
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.
  • State Form Dictionary Setup:
  • Set up two programs. First program is a substance abuse program and the second is not a substance abuse 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:
  • Two new clients are admitted in the programs identified above. Note client id / admission date.
  • Diagnosis:
  • The diagnosis record is created for the clients.
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. Verify the 'County Of Residence Is A MATS County' field is enabled and not required.
  5. Verify the 'Intellectual Disability/Developmental Disability' field is available on the form.
  6. Click [Discard].
  7. Click [Yes].
  8. Locate to the 'Chart View' of the client.
  9. Click 'Client Admission Report (PAS 44N)' link.
  10. Verify the field 'Intellectual Disability/Developmental Disability' is available on the chart.
  11. Open the form 'Client Admission Report (PAS 44N)'.
  12. Select a client that is not enrolled in a substance abuse program.
  13. Select the desired episode.
  14. Verify the 'County Of Residence Is A MATS County' field is enabled and not required.
  15. Click [Discard].
  16. Click [Yes].
  17. Locate to the 'Chart View' of the client.
  18. Click 'Client Admission Report (PAS 44N)' link.
  19. Verify the field 'Intellectual Disability/Developmental Disability' is available on the chart.
Topics
• State Forms • NX
Update 13 Summary | Details
State Reporting - West Virginia
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• State Forms
Update 14 Summary | Details
Georgia ASO response files - AC files
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• Database Management
Update 15 Summary | Details
VA WaMS - ISP file
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• State Forms • NX
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 17 Summary | Details
MA Opiates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
MA Opiates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• State Forms • NX
Update 18 Summary | Details
Colorado State Reporting Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• State Forms
Update 19 Summary | Details
State Forms - West Virginia
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • APS Authorization Requests Outbound File
Scenario 1: APS Authorization Requests Outbound File
Specific Setup:
  • The 'Netsmart MPI' (Master Patient Index) module is installed.
  • Registry Setting: Avatar PM->Client Information->Client Demographics->->->Allow Spaces in Client Name = Y.
  • Registry Setting: Avatar State Forms->West Virginia State Forms->Managed Care Authorizations->->->Enable APS Authorization Functionality = “Y”
  • Registry Setting: Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields = 3.
  • Service Code that will be used for services has a Service/Fee Cross Reference Maintenance record that contains a value in 'CPT-4 / HCPCS Code'.
  • PM Site Specific Section Modeling has been used to add the 'SS Guarantors/Payors Free Text (20) 1' to the 'Guarantor/Payors' form.
  • Program Maintenance: Select an outpatient program that has data in all required fields, data in the address fields, and is assigned the above service code, at a minimum.
  • Site Specific Section Modeling has been used to add 'SS Guarantors/Payors Free Text (20) 1' to the Guarantors/Payors form.
  • Guarantors/Payors exists that has 'Yes' in 'Is This A Managed Care Contract' and all required fields populated in 'Authorization Information' section, using units, and desired value in 'SS Guarantors/Payors Free Text (20) 1'.
  • Client A is admitted to the above program.
  • Client has a space in the first name and the middle name, such as first name is: JO ANN, and middle name is: MARIE ELIZABETH.
  • The client also has the following records: Financial Eligibility, Diagnosis, Managed Care Authorizations containing all required fields and desired fields for APS Authorization Requests, and a Care Connection record.
  • Guarantor/Program Billing Defaults contains a value in 'Billing Provider Primary Identification # (2010AA-NM1-09)'. The template is assigned to the guarantor and program assigned to the client.
  • Facility Defaults has a file path in 'Output Path On Server For Electronic Billing'.
  • User Definition has been used to give the user access to: Avatar PM > State Forms > APS Authorization Requests Outbound File.
Steps
  1. Open 'APS Authorization Requests Outbound File'.
  2. Select 'Compile' in 'File Generation Option'.
  3. Select desired value in 'Type of File'.
  4. Enter desired 'File Description'.
  5. Enter desired 'Start Date'
  6. Enter desired 'End Date'.
  7. Click [Process].
  8. Review each report link, validating the data, including the space in the first and middle names.
  9. Close all reports.
  10. Close all forms.
Topics
• State Forms
Update 20 Summary | Details
PROS Encounter Form - Program Participation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • User Definition
  • Dictionary Update (PM)
  • Guarantors/Payors
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Program Maintenance
  • Admission
  • Financial Eligibility
  • Diagnosis
  • PROS Program Participation Definition
  • PROS Encounter Form
Scenario 1: 'PROS Program Participation Definition' maintained in 'PROS Encounter Form'
Specific Setup:
  • Registry Settings:
  • Enable Pros Processing registry setting = 'Y'.
  • Dictionary Update:
  • Client: dictionary '10021 Covered Charge Category' contains desired categories for PROS services.
  • Service Codes:
  • Identify service codes that include the above categories in 'Insurance Charge Category'.
  • Service Fee/Cross Reference Maintenance records exist for the service codes.
  • Program Maintenance:
  • An existing program is identified, or a new program is created for testing. Set field 'Extended Dictionary Value (Single Dictionary)' of '(20090) PROS Component Definition for Program' to "CRS, ORS, CT, IR". Note the program code/value.
  • Client:
  • Two existing clients are identified. Note client ids.
  • Pros Program Participation Definition:
  • Add/create some rows with 'Program' value equal to program chosen in step 1 and "All programs (All)"
Steps
  1. Open the 'PROS Encounter' form.
  2. Enter the desired ‘Date’.
  3. Select the desired ‘Client ID’ for Client 1.
  4. Verify that the ‘Episode Number’ defaulted if the client has one episode. Select the desired episode if the client has more than one episode.
  5. Enter the desired ‘Signed In’ time.
  6. Enter the desired ‘Signed Out’ time.
  7. Click [Choose Program Participation].
  8. Validate that the resulting table displays rows with matching 'Program' and program "All programs (All)" defined in the 'PROS Program Participation Definition'.
  9. Click [Save].
  10. Click [Yes].
  11. Validate that 'Program Participation (hours)' are displayed as 'hh:mm:ss' format, such as '05:00:00'.
  12. Enter the desired 'Service Participation' values.
  13. Click [Enter Service].
  14. Complete desired fields.
  15. Click [Submit].
  16. Click [Yes].
  17. Click [OK].
  18. Click [Check Services].
  19. Validate that the service is included in the report with the correct fee information.
  20. Close the report.
  21. Click [Submit].
Topics
• State Forms • PROS Program Participation Definition
Update 21 Summary | Details
State Forms - NY PROS
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• State Forms • NX
Update 22 Summary | Details
Texas Service Configuration Grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Internal Test Only
Topics
• State Forms
Update 24 Summary | Details
Crisis Episode Client Admission/Discharge Report (PAS 46N) - First Two Letters Of Current Last Name
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Diagnosis
  • State Form Dictionary Setup
  • Program Maintenance
  • Discharge
Scenario 1: Client Admission Report (PAS 44N) - Field validation
Specific Setup:
  • State Form Dictionary Setup:
  • Set up a program - Any existing program.
  • 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.
  • Program Maintenance:
  • An existing program is identified, or a new program is created. Note the program code/name.
  • Admission:
  • A client is admitted to the above program on the desired date. Note the date of birth of the client, admission date, admission program and client id.
  • Diagnosis:
  • A diagnosis record is created for the client.
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 the 'First Two Letters Of Last Name At Birth' contains only letters and does not contain any special characters.
  5. Verify the 'First Two Letters Of Current Last Name' contains only letters and does not contain any special characters.
  6. Change the defaulted value the ‘Admission Date’ field to a date that is 20 days prior to the admission date.
  7. Validate that the ‘ID Consent Date', CJ Consent Date’ and 'Tobacco Last Used Date' fields do not accept dates that are prior to the admission date or after the ‘Admission Date’.
  8. Validate that the ‘ID Consent Date', CJ Consent Date’ and 'Tobacco Last Used Date' fields do not accept dates that are prior to the client's date of birth.
  9. Validate that the ‘ID CONSENT, CJ Consent Date’ and 'Tobacco Last Used Date' fields accept dates are after the date of birth and prior to the ‘Admission Date’ or equal to 'Admission Date'.
  10. Fill out all required field.
  11. Click [Submit].
  12. Verify the form files successfully.
  13. Click [OK].
Scenario 2: Crisis Episode Client Admission/Discharge Report (PAS 46N) - Field validation
Specific Setup:
  • State Form Dictionary Setup:
  • Set up a program - Any existing program.
  • 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:
  • An existing client is identified, or a new client is created. Note the client id, admission program and admission date.
  • Diagnosis:
  • Client has a ‘Diagnosis’ record.
  • Discharge:
  • Client has a ‘Discharge’ record after 1-2 days after admission date.
Steps
  1. Open ‘Crisis Episode Client Admission/Discharge Report (PAS 46N)’ for the client.
  2. Verify the 'First Two Letters Of Last Name At Birth' contains only letters and does not contain any special characters.
  3. Verify the 'First Two Letters Of Current Last Name' contains only letters and does not contain any special characters.
  4. In the ‘Admission Date’ field, change the defaulted value to a different value.
  5. Validate that the ‘CJ Consent Date’ and the 'Tobacco Last Used Date' fields do no accept dates that are after the ‘Admission Date’,
  6. Validate that the ‘CJ Consent Date’ and the 'Tobacco Last Used Date' fields accept dates prior to the ‘Admission Date’.
  7. Validate that the ‘CJ Consent Date’ and the 'Tobacco Last Used Date' fields accept the date used in the ‘Admission Date’ field.
  8. Fill out all required field.
  9. Click [File Form].
  10. Click [OK].
Topics
• Client Admission Report (PAS 44N) • NX • Crisis Episode Client Admission/Discharge Report (PAS 46N)
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
  • 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
  • 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)
Update 5 Summary | Details
Client Admission Report (PAS 44N) - Database Record lock
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • State Form Dictionary Setup
  • Admission (Outpatient)
  • Diagnosis
  • Admission
  • NYS PAS Form Submission File Creation
  • MPI Search
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 three programs. 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:
  • Three 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 2: Client admission report - Validating database record lock functionality
Specific Setup:
  • Admission (Outpatient):
  • A new client is admitted into two episodes for two different Outpatient programs. Please note client id, admission date and admission program.
  • Diagnosis:
  • A diagnosis record is added for the client for the first episode.
Steps
  1. Open the 'Client Admission Report (PAS 44N)' form.
  2. Select the client set up in the setup section and episode1.
  3. Exit the form without submitting.
  4. Reopen the 'Client Admission Report (PAS 44N)' form for the same client.
  5. Attempt to select episode1 again.
  6. Verify the database lock error does not display.
  7. Start another instance of Avatar so you have 2 running.
  8. In the 1st Avatar instance, open the 'Client Admission Report (PAS 44N)' form.
  9. Select the same client and episode 1.
  10. In the 2nd Avatar, attempt to do the same thing.
  11. Verify an exclusive lock error is shown, and the episode cannot be selected.
  12. In the 1st Avatar instance, change the episode from 1 to 2.
  13. Go to the 2nd Avatar instance.
  14. Attempt to select episode 1.
  15. Verify that episode 1 can be selected successfully.
  16. Attempt to select episode 2, and the lock error is displayed and the 'Episode' field changes back to episode 1.
  17. Verify in the 1st Avatar, that episode1 cannot be selected with a lock error.
  18. Exit the form in the 2nd Avatar instance without filing.
  19. Go to the 1st Avatar instance.
  20. Verify in the 1st Avatar that episode 1 can be selected successfully.
  21. Enter all required fields in the form.
  22. Click [Submit].
  23. Verify the message box saying 'NYS PAS Form Filed.' is presented.
  24. Leave that up.
  25. Go into the 2nd Avatar instance.
  26. Verify the episode 1 cannot be selected.
  27. Go into the 1st Avatar instance,
  28. Click [OK] to the message box.
  29. Verify another message box for re-entry into the form.
  30. Leave that message box up.
  31. Go into the 2nd Avatar instance.
  32. Select episode 1 for the client.
  33. Verify that episode 1 can be selected successfully and the data filed in the 1st Avatar instance defaulted into the 2nd instance.
  34. Go back to the 1st Avatar instance.
  35. Re-enter the form.
  36. Select episode 1 and the lock error displayed.
  37. Close the form.
Topics
• Client Admission Report (PAS 44N) • NX
 

Avatar_SF_2023_Quarterly_Release_2023.04_Details.csv