ProviderConnect Configuration

Details

The ProviderConnect Configuration link can be accessed by Netsmart administrators. Working with Netsmart administrators, ProviderConnect customers can define the display of specific fields.

1. In the Main Menu click Utilities.

2. Click System Configuration.

The following fields can be configured by a Netsmart system administrator:

• About_DisableLink - selecting True displays a hyperlink to the Netsmart homepage in the ProviderConnect About screen.

• Application_Name - define the ProviderConnect application name.

• Auth_MAX_NUM_CODES - define the maximum number of authorization codes.

• AuthorizationShowPopulation - selecting True displays the Population field when creating an authorization.
  This corresponds to Avatar MSO ‘Population’ field in the Service Authorization form, which is enabled when the Display Associated Case/Population Field registry setting is set to ‘2’.

• AuthRequest_Primary_Diagnosis_Required - make the Primary Diagnosis field required when creating a new authorization.

• AuthRequest_RegistrationDateCheck - selecting True requires that the provider registration date must be before the begin date, when a new authorization request is entered.

• AuthRequest_RequireOpenEpisode - an open admission episode is required when creating a new authorization.

• AuthRequests_SendUnitsAuthorized - selecting True sends 'Units Authorized,' and 'Units Requested' information when an authorization is created.

• Auths_GetFundingSourcesFromAvatar - selecting True displays only the funding sources in an authorization request that have been returned by the Avatar Web service.

• Auths_ShowTxCodes - selecting True displays an authorization's treatment codes on the Authorization.

• Avatar_DisplayNameAsLast,First - selecting True displays the associated Avatar client name in the 'Last name,First name' format.

• Avatar_Namespace_PM - enter the namespace.

• Avatar_Namespace_MSO - enter the namespace.

• Avatar_Namespace_CWS - enter the namespace.

• Avatar_WebServiceURL  - enter the web service URL.

• BatchSync_StartTime - Define the time of day to start a batch synchronization process (2:00 AM is the default).

• Billing_Total_Use_Fee_Table - selecting True will use the fee table amount when calculating
  a bill's total billed amount. False will use the service's billed amount.

• BillingSummary_Denied_Label - the label for the denied bill amount on the Billing Summary screen.

• BillingSummary_Paid_Label - the label for the paid/approved amount on the Billing Summary screen.

• BillingSummary_Total_Label - the total billed amount on the Billing Summary screen.

• ContractingProvider_Program_Enable - selecting True enables the Program field for authorization requests created by a contracting provider.

• CustomerName - the customer name that will populate error messages.

• Demo_ShowCountyOfFinancialResponsibility - selecting True displays the County of Financial Responsibility field on the Demographic screen.

• DemographicsFieldList - define the field display in the Demographic Information screen. Separate multiple entries with a comma and no space. Refer to the list of possible field values for the possible field entries. Entering any field in this list displays the field in the ProviderConnect Demographic screen.

• Diagnosis_ICD10Enabled - Select True to enable the ICD-10 Diagnosis code version of the Diagnosis form and will update all diagnosis fields within the Service Authorization and Claim/Service Entry forms to use ICD-10 Diagnosis codes.
   Setting Diagnosis_ICD10Enabled to True should be done in conjunction with enabling the Avatar PM > Client Information > Diagnosis > Enable ICD-10 registry setting in the connected Avatar PM or Avatar Cal-PM system.

• DisplayDiagnosisSupplementalInformation - selecting True displays Diagnosis Supplemental fields in the ProviderConnect Diagnosis screen.

• Facility - define the ProviderConnect facility.

• FileAttach_Enabled - selecting True allows files to be attached in ProviderConnect.

• FileAttach_MaxFileSize - Define the maximum size for a file attachment. Files must be larger than 5 MB.

• FinancialEligibility_AllowGuarantorDelete - selecting True allows deleting guarantors in financial eligibility records.

• FinancialEligibility_DaysToAllow - define the number of days ProviderConnect will trigger a real-time 270/271 Financial Eligibility request from Avatar PM.

• FinancialEligibility_EligibilityTypes - Select the types of financial eligibility records to allow (0 for single-episode eligibility only, 1 for cross-episode eligibility only, and 2 for both).
   For Cal-PM connected systems, this item should be set to 0. 

• FinancialEligibility_Guarantor_Require_SubscriberPolicyNumber - Use to require data entry in the Subscriber Policy Number field within Financial Eligibility forms. Selecting True makes the Subscriber Policy Number field on the Financial Eligibility form, Guarantor entry. Selecting False makes the Subscriber Policy Number optional.

• FinancialEligibility_PatientSigSourceCode_DefaultValue - Enter the default value to sent to Avatar as the PatientSigSourceCode. Leaving this field blank sends NULL to Avatar.

• FinancialEligibility_RequireSubscriberSSN - selecting True makes the SubscriberSSN field required in the Financial Eligibility screen.

• FinancialEligibility_Show_ReviewButton - Use to hide/display the Review Financial Eligibility button within Financial Eligibility forms. Selecting True displays the Review Eligibility Information button on the Financial Eligibility form under Episode Selection/Guarantor Ordering. Selecting False hides the Review Eligibility Information button on the Financial Eligibility form.

• FinancialEligibility_UseNumDaysBeforeDischarge - selecting True enables the Number Of Days Before Discharge Date For Service To Be Covered field on the Customize Plan section of the ProviderConnect Financial Eligibility form.
   For Cal-PM systems, this value should be set to the equivalent registry setting value in Cal-PM.

• FinancialEligibility_UseProgramFiltering - Limit the financial eligibility access per episode based on Contracting Provider/Program mapping. Selecting True allows users to view and access episode-based financial eligibility records within the Financial Eligibility pre-displays only for associated Admission episodes under the Avatar PM programs mapped to the user's contracting provider via the Avatar MSO form MSO to Parent System Integration Mapping.
  When FinancialEligibility_UseProgramFiltering is set to True:

  • The Add Financial Eligibility button is only present if there exists one or more Admission episodes under Avatar PM programs mapped to the user's Contracting Provider without a financial eligibility record.

  • On the Financial Eligibility form under the Episode Selection/Guarantor Ordering screen, the Episode selection field includes only Admission episodes under Avatar PM programs mapped to the user's Contracting Provider (via the MSO to Parent System Integration Mapping form in Avatar MSO).

• ModeledForms_UserSelectedRowOverride - selecting True overrides "default from user-selected row" with "default from last record".

• NCLMECustomer - selecting True uses business rules for North Carolina LME clients.

• NotificationEmail  - Define the email address to send a notification email if a transaction error between ProviderConnect to Avatar MSO, or Avatar PM occurs.

• ProviderAdmission_DefaultAdmitDateTime - selecting True populates the current date and time in the Provider Admission screen.

• ProviderAdmission_HideAdmitDateTime - selecting True disables the Admission Date & Time fields, and populates the current date and time. If True is selected, the ProviderAdmission_DefaultAdmitDateTime setting is bypassed.

• ProviderAdmission_PrefillFacilityChartNumber - selecting True populates the facility chart number in the Admission form, using information entered in the Client Search screen.
• ProviderAdmission_RequireFacilityChartNumber - selecting True makes the Facility Chart Number required in the Admission form.
• ProviderAdmissionClientSearch_EnableFacilityChartNumber - selecting True enables the Facility Chart Number field and makes it required in the Client Search screen. It also makes the SSN field not required.
• ProviderAdmissionClientSearch_FacilityChart_AltLookup - selecting True If 'ProviderAdmissionClientSearch_EnableFacilityChartNumber' is enabled, define which AlternateLookup field the facility chart will use in the Avatar Web service.
• ProviderAdmissionClientSearch_FacilityChart_Label - define the label displayed in the Facility Chart Number field (Client Search screen).
• ProviderAdmissionClientSearch_FilterExactSSN - selecting True verifies that a member social security number entered by a ProviderConnect user matches the social security number of in Avatar PM, when a client search is performed in the ‘Add New Client/Client Search’ screen.
• ProviderAdmissionClientSearch_DOB_Required - selecting True makes the associated field required in the Client Search screen.
• ProviderAdmissionClientSearch_DOB_Visible - display date of birth in the Add New Client/Client Search form.
• ProviderAdmissionClientSearch_FirstName_Required - selecting True makes the associated field required in the Client Search screen.
• ProviderAdmissionClientSearch_FirstName_Visible - display the first name in the Add New Client/Client Search form.
• ProviderAdmissionClientSearch_LastName_Required - selecting True makes the associated field required in the Client Search screen.
• ProviderAdmissionClientSearch_LastName_Visible - display the last name in the Add New Client/Client Search form.
• ProviderAdmissionClientSearch_Sex_Required - selecting True makes the associated field required in the Client Search screen.
• ProviderAdmissionClientSearch_Sex_Visible - display client sex in the Add New Client/Client Search form.
• ProviderAdmissionClientSearch_SSN_Required - selecting True makes the associated field required in the Client Search screen.
• ProviderAdmissionClientSearch_SSN_Visible - selecting True makes the associated field visible in the Client Search screen.
• ProviderAdmissionClientSearch_RequireLastName - selecting True makes the associated field required in the Client Search screen.
• ProviderAdmissionClientSearch_RequireFirstName - selecting True makes the associated field required in the Client Search screen.
• ProviderAdmissionClientSearch_RequireGender - selecting True makes the associated field required in the Client Search screen.
• ProviderAdmissionDiagnosis_DSMType - This item affects which Axis IV and V fields appear on the Provider Diagnosis (ICD-10) form. This system configuration item only applies when the configuration item Diagnosis_ICD10Enabled is set to True. This item has the following settings:
  • '0' - Hide both the DSM Axis IV and V diagnosis codes on the Provider Diagnosis (ICD-10) form. 
  • '1' - Use DSM-IV (includes Axis IV and V) diagnosis codes.
  • '2' - Use DSM-V (includes Axis V) diagnosis codes.
    The ProviderAdmissionDiagnosis_DSMType setting should be the same as the value for Avatar PM > Client Information > Diagnosis > DSM Classification To Use registry setting in the connected Avatar PM or Avatar Cal-PM systems.
• ProviderAdmissionDiagnosis_SendGUID - Allows submission of Diagnosis records to Avatar PM with or without GUID/UTC timestamp values. This configuration item is set to True by default, which means GUID and UTC timestamp segments/values are included in the transaction. Selecting False excludes these segments/values from the transaction.
• This system configuration item should only be changed to False for ProviderConnect instances specifically connected to an Avatar PM/Cal-PM system where these segments are not supported, as instructed by Netsmart.
• ProviderAdmissionFieldList - define the field display in the Admission Information screen. Separate multiple entries with a comma and no space. Refer to the list of possible field values for the possible field entries. Entering any field in this list displays the field in the ProviderConnect Admission screen.

• ProviderAdmission_ProgramDefault - enter the value that populates the Provider Admission Program field (Admission form).

• ProviderAdmission_AdmissionTypeDefault - enter the value that populates the 'Provider Admission Type of Admission' field (Admission form).

• RequireAdmittingPractitioner - selecting True makes the Admitting Practitioner field required in the Provider Admission screen.

• RequireAttendingPractitioner - selecting True makes the Attending Practitioner field required in the Provider Admission screen.

• System_LocalTimeOffsetFromServer - enter the time difference (in hours) from the ProviderConnect server location to the local time. Use a negative number to represent an earlier time (for example, the PST client time zone compared to EST server time zone should be configured as -3). The default setting is '0' (zero) for no offset.

• TEDS_IgnoreOverlaps  - selecting True, TEDS admissions and discharges will not be checked for overlaps with other TEDS episodes.

• TX_Allow3rdParty - selecting True displays the Add Additional Payor Records field in the Add Treatment Setup screen.

• Tx_AllowInstitutionalServices - selecting True enables the Add New Institutional Service button to the Treatment pre-display and the Generate New Institutional Bill button in the Billing form.

• TX_BilledAmountLabel - define the Billed Amount field name (Add Treatment screen).

• TX_ClinicanEndDateCheck - selecting true verifies services entered in ProviderConnect are within valid dates for the performing provider (Contracting Provider Registration form, Avatar MSO – Registration Start, Registration End Date fields).

• Tx_GetFundingSourcesFromAvatar - selecting True retrieves the guarantor list from the Avatar Web service when a treatment is created.

• Tx_HideAddons - selecting True prevents add-on or interactive complexity services from being generated. These codes must be entered manually. Selecting False automatically generates add-on and interactive complexity services.

• Tx_HideClaims - This setting indicates whether the Service Entry/Add Treatment workflow remains in effect or is replaced by enhanced Claim and Service level entry introduced in ProviderConnect version 2.191. The default setting is False. When set to False, the Claim/Service Entry workflow introduced in ProviderConnect version 2.191 will replace the Service Entry/Add Treatment workflow in effect prior to version 2.191. Selecting True will hide the enhanced Claim and Service Level entry and preserve/emulate the Service Entry/Add Treatment workflow in effect prior to ProviderConnect version 2.191.
  Setting Tx_HideClaims to True is not recommended without first consulting a Netsmart representative.

  • Professional Claim Entry - Set Tx_HideClaims to False to make the Add Professional Claim button visible on the ProviderConnect pre-display and add the Professional Claim Entry form.

  • Institutional Claim Entry - Set Tx_HideClaims to False and Tx-AllowInstitutionalServices to True to make the Add Institutional Claim button visible on the ProviderConnect pre-display and add the Institutional Claim Entry form.

  • Claim Level Coordination of Benefits entry - Set Tx_HideClaims to False to add the Claim Level Coordination of Benefits (COB) form to allow multiple claim-level Coordination of Benefits payer entries to be filed under each Professional and Institutional claim entered in ProviderConnect. (The Avatar MSO registry setting Add Support for the Input of Third Party Payer Amounts must be set to '2' to accept detailed COB/Adjustment data.)

• Tx_HideRevenueCodes - selecting True will exclude revenue codes that are authorized/approved in member-level and funding source service authorizations from the Unit History section of the Treatment pre-display in the client record and from the CPT Code field within the Add Treatment workflow.

• Tx_RequireCPProgram - selecting True makes the Contracting Provider Program field required when a new treatment is created.

• TX_RequireLocation - selecting True makes the Location field required in the treatment entry workflow process.

• Tx_RequireOpenEpisode - an open admission episode is required when creating a new treatment service.

• Tx_Show_NumberInGroup - selecting True enables the Number In Group field and makes it required when a treatment is created.

• TX_ShowLicenseType - selecting True enables the ‘Contracting Provider License Type’ field in the treatment entry workflow process.

• Tx_UnitHistory_HideFSAuths - selecting True will exclude funding source service authorizations, either existing or filed via Avatar MSO, from the Unit History section of the Treatment pre-display.

• Tx_UseAllLocations - selecting True displays all locations defined in Avatar in the Location field when a treatment is created.

• TX_UseAuthDiagnosis - selecting True populates an authorization diagnosis for treatments to what is listed on the authorization. Selecting False allow the diagnosis to be manually typed.

• UseShortcutKeys - selecting True allows short keys to be used in ProviderConnect.

• UTCOffset - enter the time offset from UTC (coordinated universal time).

• Version - define the ProviderConnect version number.

• WarningText - define the text that is displayed when a user logs in. Supports HTML.

• WebServiceIncomingUserAccount - enter the RecordUser for incoming Web service messages. If the user does not exist admin will populate. If this value is changed, the Web services application pool must be restarted.

• WebServicePassword - enter the Web service password. Saved passwords are hidden.

• Tx_UseAuthDiagnoses - selecting True automatically files services entered in ProviderConnect to Avatar MSO with diagnosis Axis I/II values from an associated service authorization.
  Selecting False displays diagnosis fields for service entry in ProviderConnect during the treatment entry workflow process.