Los Angeles County – |Department of Mental Health|CIOB|Solutions Delivery Division

Client Services Certification Scenario 4

For Version 201701

System Name: / Client Services / Certification Scenario #: / 4
Contract Provider Name: / Legal Entity #:
Contact Name: / Phone #:
Email Address:
Test Scenario Name: / New_Features_Validation / # of Steps to be Completed: / 16
Purpose of Scenario: This script is intended for Trading Partners (Legal Entities) who have been previously certified on IBHIS Client Services. The purpose is to test these Trading Partners (TPs) can demonstrate the ability to successfully leverage the following enhancements made to the Client Services solution:
·  Search by a pseudo SSN
·  Search by Alias ID
·  Admit new clients with modified name length, pseudo SSN and modified Race codes
·  Admit existing clients with modified name length, pseudo SSN and modified Race codes
·  Create and update CSI records with modified CSI Race codes
·  Update existing clients with modified name length, pseudo SSN and modified Race codes
·  Retrieve the client records with modified name length, pseudo SSN, modified Race and CSI Race codes
·  Add and update diagnosis records with modified ICD10 codes
·  Update Client’s Financial Eligibility record with modified subscriber name length and pseudo SSN
·  Discharge clients using ‘TypeOfDischarge’ specific to type of Episode (Outpatient / ’24-Hour-Admission’)
·  Retrieve client’s Financial Eligibility records that has subscriber name with modified length and pseudo SSN
·  Search for clients that has names with modified maximum length
Instructions:
·  Items in Red font are to be entered by Trading Partners.
·  Highlighted items are the new developments.
Step # 1:
Operation: SearchClient
Scenario: Search for a client with Pseudo SSN in the following format: ########P (where # = 0 thru 9)
Data Attributes / Input Data for Operation
(To Be Completed by the LEs)
Client ID: / Leave blank
Client First Name: / ABSOLUTE
Client Last Name: / OBSOLVO
Date of Birth: / Do not send
Social Security Number: / 99988444P
Medical Policy Number: / Leave blank
Gender: / Male
Alias: / Leave blank
Output Data Element / Expected Values / Enter any Discrepancy / Comment for Discrepancy
(DMH Use Only)
Client ID: / 3170458
Client First Name: / ABSOLUTE
Client Last Name: / OBSOLVO
Gender: / Male
Social Security Number: / 444P
Score: / 91 (Note: The score might vary)
Note: There might be more results, but the above result should be included if there are multiple results in the output.
Step # 2:
Operation: SearchClient
Scenario: Search for a client with Pseudo SSN in the following format: ########Q (where # = 0 thru 9)
Data Attributes / Input Data for Operation
(To Be Completed by the LEs)
Client ID: / Leave blank
Client First Name: / LEROI
Client Last Name: / ESTMORT
Date of Birth: / Do not send
Social Security Number: / 99988333Q
Medical Policy Number: / Leave blank
Gender: / Male
Alias: / Leave blank
Output Data Element / Expected Values / Enter any Discrepancy / Comment for Discrepancy
(DMH Use Only)
Client ID: / 3170459
Client First Name: / LEROI
Client Last Name: / ESTMORT
Gender: / Male
Social Security Number: / 333Q
Score: / 91 (Note: The score might vary)
Note: There might be more results, but the above result should be included if there are multiple results in the output.
Step # 3:
Operation: SearchClient
Scenario: Search by Alias ID.
(A client exists in IBHIS with an ID in the Alias field as an alternative identifier. Perform the search by using this Alias ID.)
Data Attributes / Input Data for Operation
(To Be Completed by the LEs)
Client ID: / Leave blank
Client First Name: / Leave blank
Client Last Name: / Leave blank
Date of Birth: / Do not send
Social Security Number: / Do not send
Medical Policy Number: / Leave blank
Gender: / Do not send
Alias: / 789456123
Output Data Element / Expected Values / Enter any Discrepancy / Comment for Discrepancy
(DMH Use Only)
Client ID: / 3170458
Client First Name: / ABSOLUTE
Client Last Name: / OBSOLVO
Gender: / Male
Social Security Number: / 444P
Score: / 75 (Note: The score might vary)
Note: There might be more results, but the above result should be included if there are multiple results in the output.
Step # 4:
Operation: AdmitNewClient
Scenario: Admit a non-existing IBHIS client with a Pseudo SSN; new modified Client Other Race codes; and names within the modified maximum length. /
Data Attributes / Input Data for Operation
(To Be Completed by the LEs) /
Client Prefix: / Do not send
Client First Name:
Enter a unique name not exceeding 15 characters. (Example: Geography I One) / Enter a unique name not exceeding 15 characters. (Example: Geography I One)
Client Middle Initial: / Leave blank
Client Last Name:
Enter a unique name not exceeding 24 characters. (Example: Philosophy I Zero Or One) / Enter a unique name not exceeding 24 characters. (Example: Philosophy I Zero Or One)
Client Suffix: / Do not send
Alias: / Leave blank
Email: / Do not send
Gender: / Unknown
Date of Birth:
Enter a valid date / Enter a valid date.
Social Security Number: / 88855666P
Marital Status: / Single / Never Married
Primary Language: / English
Education: / Associate of Arts degree
Employment Status: / CalWORKS (Welfare to Work)
Ethnicity: / Do not send
Client Other Race: / WhiteOrCaucasian
Client Other Race: / BlackOrAfricanAmerican
Client Other Race: / AlaskaNative
Smoking Assessment: / Do not send
Smoking Assessment Date: / Do not send
Living Arrangements: / Foster family home
Client’s Home Phone: / Do not send
Street Address 1: / 123 Some Place Lane
Street Address 2: / Leave blank
ZIP Code: / 90005-4545
Admission Date: / 2017-01-01
Admission Time: / 11:55AM
Type of Admission: / Elective
Admitting Staff NPI:
Enter the Practitioner NPI / Enter the Practitioner NPI0
Client FinEligibility: / NonMediCalClient
Expected output:
(Items in Red Font To Be Completed by the LEs)
IBHIS Acknowledgement: "Client has been admitted and the Financial Eligibility has been created successfully in IBHIS.”
IBHIS Client ID:
IBHIS Episode ID: 1
IBHIS Client First Name:
IBHIS Client Last Name:
Step # 5:
Operation: AdmitExistingClient
Scenario: Admit an existing IBHIS client with a Pseudo SSN and new modified Client Other Race codes. /
Data Attributes / Input Data for Operation
(To Be Completed by the LEs) /
Client ID: / 3170462
Client Prefix: / Do not send
Client First Name:
Enter a unique name not exceeding 15 characters. (Example: Geometry II One) / Enter a unique name not exceeding 15 characters. (Example: Geometry II One)
Client Middle Initial: / Leave blank
Client Last Name:
Enter a unique name not exceeding 24 characters. (Example: Zoology III Zero and One) / Enter a unique name not exceeding 24 characters. (Example: Zoology III Zero and One)
Client Suffix: / Do not send
Alias: / Leave blank
Email: / Do not send
Gender: / Unknown
Date of Birth: Enter a valid dateDate of Birth: / Enter a valid date.
Social Security Number: / 33377555P
Marital Status: / Single / Never Married
Primary Language: / English
Education: / Associate of Arts degree
Employment Status: / CalWORKS (Welfare to Work)
Ethnicity: / Do not send
Client Other Race: / WhiteOrCaucasian
Client Other Race: / BlackOrAfricanAmerican
Client Other Race: / AlaskaNative
Smoking Assessment: / Do not send
Smoking Assessment Date: / Do not send
Living Arrangements: / Foster family home
Client’s Home Phone: / Do not send
Street Address 1: / 123 Some Place Lane
Street Address 2: / Leave blank
ZIP Code: / 90005-4545
Admission Date: / 2017-01-01
Admission Time: / 11:55AM
Type of Admission: / Elective
Admitting Staff NPI:
Enter the Practitioner NPI Admitting Staff NPI: / Enter the Practitioner NPI
Program Of Admission:
Enter the Program of Admission code for ’24 Hour Admission’ / Enter your Program of Admission code for ’24 Hour Admission’
Source Of Admission: / Clinic or Physicians Office
Client FinEligibility: / NonMediCalClient
Expected output:
(Items in Red Font To Be Completed by the LEs)
IBHIS Acknowledgement: "Client has been admitted and the Financial Eligibility has been created successfully in IBHIS.”
IBHIS Client ID:
IBHIS Episode ID: 1
IBHIS Client First Name:
IBHIS Client Last Name:
Step # 6:
Operation: CreateClientCSI
Scenario: Create a CSI record for an existing IBHIS client with new modified CSI Race code. /
Data Attributes / Input Data for Operation
(To Be Completed by the LEs) /
Client ID: Enter the Client ID returned in Step 4 / Enter the Client ID returned in Step 4
Episode ID: Enter the Episode ID returned in Step 4 / Enter the Episode ID returned in Step 4
Birth First Name: Enter a unique name
(Example: Botany) / Enter a unique name. (Example: Botany)
Birth Last Name: / Leave blank
Birth Middle Name: / Leave blank
Mothers First Name: / Leave blank
Fiscally Responsible County for Client: / LosAngeles
Place of Birth County: / Do not send
Place of Birth State: / CA
Place of Birth Country: / United States
Admission Necessity Code: / Do not send
Conservatorship/Court Status: / Do not send
Special Population: / Do not send
Legal Class: / Do not send
County School: / Do not send
Number of Dependents Less than 18 Year Old: / Do not send
Number of Dependents Over 18 Year Old: / Do not send
Preferred Language: / Spanish
CSI Ethnicity: / UnknownNotReported
CSI Race: / HawaiianNative
Expected output:
(Items in Red Font To Be Completed by the LEs)
IBHIS Acknowledgement: "CSI Admission web service has been filed successfully."
IBHIS Client ID:
IBHIS EpisodeID:
Step # 7:
Operation: UpdateClientDetails
Scenario: Update an existing Client’s record with a Pseudo SSN, modified Client Other Race codes and modified CSI Race code. /
Data Attributes / Input Data for Operation
(To Be Completed by the LEs) /
Client ID: / Enter the Client ID returned in Step 4
Episode ID: / Enter the Episode ID returned in Step 4
Client Prefix: / Do not send
Client First Name:
Enter a unique name not exceeding 15 characters. (Example: Algebra III One) / Enter a unique name not exceeding 15 characters. (Example: Algebra III One)
Client Middle Initial: / Do not send
Client Last Name:
Enter a unique name not exceeding 24 characters. (Example: Biology III Zero and One) / Enter a unique name not exceeding 24 characters. (Example: Biology III Zero and One)
Client Suffix: / Do not send
Alias: / Leave blank
Email: / Do not send
Gender: / Do not send
Date of Birth: / Do not send
Social Security Number: / 11133666P
Marital Status: / Do not send
Primary Language: / Do not send
Education: / Do not send
Employment Status: / Do not send
Ethnicity: / Do not send
Client Other Race: / WhiteOrCaucasian
Client Other Race: / BlackOrAfricanAmerican
Client Other Race: / AlaskaNative
Smoking Assessment: / Do not send
Smoking Assessment Date: / Do not send
Client’s Home Phone: / Do not send
Street Address 1: / Leave blank
Street Address 2: / Leave blank
ZIP Code: / 91406-4545
Birth First Name: Enter a unique name. (Example: Sociology) / Enter a unique name. (Example: Sociology)
Birth Last Name: / Leave blank
Birth Middle Name: / Leave blank
Mothers First Name: / Leave blank
Fiscally Responsible County for Client: / Orange
Place of Birth County: / Do not send
Place of Birth State: / Do not send
Place of Birth Country: / Do not send
Admission Necessity Code: / Do not send
Conservatorship/Court Status: / Do not send
Special Population: / Do not send
Legal Class: / Do not send
County School: / Do not send
Number of Dependents Less than 18 Year Old: / Do not send
Number of Dependents Over 18 Year Old: / Do not send
Preferred Language: / Do not send
CSI Ethnicity: / Do not send
CSI Race: / HawaiianNative
Expected output:
(Items in Red Font To Be Completed by the LEs)
IBHIS Acknowledgement: "Client Demographics web service has been filed successfully.”
IBHIS Client ID:
IBHIS Client First Name:
IBHIS Client Last Name:
Step # 8:
Operation: GetClientDetails
Scenario: Retrieve Client’s demographics to verify the modified Client Other Race codes are retrieved. /
Data Attributes / Input Data for Operation
(To Be Completed by the LEs) /
Client ID:
Enter the Client ID returned in Step 7 / Enter the Client ID returned in Step 7
Output Data Element / Expected Values / Enter any Discrepancy / Comment for Discrepancy
(DMH Use Only)
Client ID: / Client ID returned in Step 7
Client First Name: / Client First Name entered in Step 7
Client Last Name: / Client Last Name entered in Step 7
Gender: / Unknown
Date of Birth: / 1990-12-31
Social Security Number: / 11133666P
Marital Status: / Single / Never Married
Primary Language: / English
Education: / Associate of Arts degree
Employment Status: / CalWORKS (Welfare to Work)
Client Other Race: / WhiteOrCaucasian
Client Other Race: / BlackOrAfricanAmerican
Client Other Race: / AlaskaNative
StreetAddress1: / 123 Some Place Lane
City: / VAN NUYS
State: / CA
ZipCode: / 91406-4545
Step # 9:
Operation: GetClientCSI
Scenario: Retrieve Client’s CSI record to verify the modified CSI Race code is retrieved.
Data Attributes / Input Data for Operation
(To Be Completed by the LEs)
Client ID:
Enter the Client ID returned in Step 7Client ID: / Enter the Client ID returned in Step 7
Episode ID:
Enter the Episode ID returned in Step 7 / Enter the Episode ID returned in Step 7
Output Data Element / Expected Values / Enter any Discrepancy / Comment for Discrepancy
(DMH Use Only)
Client ID: / Client ID returned in Step 7
Birth First Name: / Birth First Name entered in Step 7
Fiscally Responsible County For Client: / Orange
Special Population: / No special population services
CSI Race: / HawaiianNative
Step # 10:
Operation: CreateClientDiagnosis
Scenario: Create a diagnosis entry with the following modified new ICD10 codes:
F32.81
F32.89
F34.81