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Avatar Appointment Scheduling 2022 Update 7

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Product Requirements / Recommendations

Avatar Appointment Scheduling required
Avatar PM required
RADplus required
Avatar Cal-PM

Product Update Form Description

The error '[UNDEFINED]ExpSelfPay+116^HOAPCalendarCheckOut' that may occur in the 'Scheduling Calendar - Check Out' form is resolved.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Scheduling Calendar - Check Out
An issue has been resolved where the error message " [UNDEFINED]ExpSelfPay+116^HOAPCalendarCheckOut^" could be encountered when checking out a client in "Scheduling Calendar".
Topics
• NX • Scheduling Calendar
 
Acceptance Tests
AV-75595 Summary | Details
Scheduling Calendar - Check Out
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Admission (Outpatient)
  • App Dashboard
  • Avatar NX Report Viewer
  • Client Ledger
  • Posting/Adjustment Codes Definition
  • Receipt Definition
Scenario 1: Scheduling Calendar - Validate checking out a patient with a co-payment
Specific Setup:
  • Using "Receipt Definition", set up the definition.
  • Using the 'Posting/Adjustment Codes Definition" form, designate a posting code for the receipt.
  • Admit or select 2 test clients.
  • Using "Financial Eligibility", select a commercial insurance for the first test client.
  • Using "Financial Eligibility", select a commercial insurance and Self Pay for the 2nd test client. Give the Self Pay guarantor information to include a $20.00 co pay.
Steps
  1. Open the "Scheduling Calendar" and create an appointment for the test client.
  2. Right click on the appointment that is created in the calendar.
  3. Click "Check In".
  4. Validate the "Expected Self Pay Amount" equals the co pay amount.
  5. Set "Amount Received At Check in" to "25.00".
  6. Select or verify the "Payment Code".
  7. Click "Submit" to check the client in.
  8. Open "Client Ledger".
  9. Validate a row is added to the client's ledger for the payment made at check in.
  10. Close the form.
  11. Using "Scheduling Calendar", create another appointment.
  12. Right click on the appointment that was created.
  13. Click "Check In".
  14. Click "Submit".
  15. Right click on the appointment that was just checked in.
  16. Click "Check Out".
  17. Set the "Amount Received at Check Out" to "20".
  18. Select or verify the "Payment Code".
  19. Click "Submit" to check the client out.
  20. Open "Client Ledger".
  21. Verify a row was added to the client's ledger for the payment that was made at check out.
Scenario 2: Scheduling Calendar - Check Out - field validations
Specific Setup:
  • Using "Receipt Definition", set up the definition.
  • Using the 'Posting/Adjustment Codes Definition" form, designate a posting code for the receipt.
  • Client A must be active and have an existing episode.
  • Create an appointment for Client A with Practitioner A.
  • Check in must be done for Client A.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Right click on the appointment that was checked in during setup.
  3. Validate the data on the check out screen matches the data displayed on the check in screen.
  4. Enter "100" in the "Amount Received at Check Out" field.
  5. Select or verify the "Payment Code".
  6. Click "Submit".
  7. Validate the receipt that is generated.
Topics
• NX • Scheduling Calendar