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Avatar Cal-PM 2022 Monthly Release 2022.00.00 Acceptance Tests

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Update 1 Summary | Details
Avatar AM 2021 is Installed
Scenario 1: Validate Upgrading Avatar Cal-PM 2021 to 2022 is successful when 2021.04.00 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
• Upgrade
2021 Update 73 Summary | Details
"SYSTEM.billing_plan_table_levels" table - field length's
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form and Table Documentation (PM)
Scenario 1: Data Warehouse - Field data and property validations
Specific Setup:
  • Have a system that is configured to run "Avatar Data Warehouse" processes and write data to an external database server, for example an "SQL" server
  • Have the "SYSTEM.billing_plan_table_levels" table marked to be processed for "Data Warehouse"
  • Have a program that can query the "SYSTEM.billing_plan_table_levels' table database table on SQL server. For example program the "Dbeaver Enterprise" program
  • Have a Crystal report created that can be run to query data in the "SYSTEM.billing_plan_table_levels" table, on the "Cache" server
  • In form "Dictionary Update" in the 'Client' file, have twenty or more dictionary codes field for data element '(10021) Covered Charge Category
  • In form "Dictionary Update" in the 'Staff file, have twenty or more dictionary codes field for data element '(70) Practitioner Categories For Coverage'
  • Have the 'Benefit Plans' form submitted [PlanA] with all the dictionary values selected in the "Covered Charge Categories"and the 'Practitioner Categories Necessary For Coverage' field
  • The "Data Warehouse" background journal process has been run
  • The "Data Warehouse" Middleware process to push and create the data warehouse tables on the data warehouse server has been executed
Steps
  1. Run the crystal report to query on the "Cache Server" database for table "SYSTEM.billing_plan_table_levels", displaying all the columns and their values
  2. Locate the "covered_charge_cat_all" field in the "Field Explorer" list on the right side panel
  3. Right click on the field and click "Show Field Type"
  4. Validate the field length number value displayed in parentheses after the field name is "[255]"
  5. Validate the row displayed for [PlanA] contains all the dictionary values selected in "Covered Charge Categories" field in the setup and without truncation
  6. Locate the "pract_cat_for_cov_all" field
  7. Right click on the field and click "Show Field Type"
  8. Validate the field length number value displayed in parentheses after the field name is "[255]"
  9. Validate the row displayed for [PlanA] contains all the dictionary values selected in ''Practitioner Categories Necessary For Coverage'' field in the setup and without truncation
  10. Open the program that will be used to query the "Data Warehouse" SQL server. (For this example: "Dbeaver Enterprise" database program is used),
  11. Connect to the "Data Warehouse" middleware server database, and display all the tables
  12. Search for table "SYSTEM.billing_plan_table_levels" and right click on the "Columns" and click "View Columns" to display all the fields
  13. Click the "Properties" tab and locate the "covered_charge_cat_all" field
  14. Validate the value in the "Length" column is "255
  15. Click the "Data" column and locate the "covered_charge_cat_all" field
  16. Validate all the dictionary values selected in 'Covered Charge Categories' field in the setup for [PlanA], are populated and displayed without truncation
  17. Click the "Properties" tab and locate the locate the ''pract_cat_for_cov_all'" field
  18. Validate the value in the "Length" column is "255
  19. Click the "Data" column and locate the ''pract_cat_for_cov_all'" field
  20. Validate all the dictionary values selected in "Practitioner Categories Necessary For Coverage" in the setup for [PlanA], are populated and displayed without truncation
Scenario 2: SYSTEM.billing_plan_table_levels' table - field property validations
Specific Setup:
  • Have access to the "Form and Table Documentation" form
Steps
  1. Open form "Form and Table Documentation" form
  2. Select "Table" in the "Type of Documentation" field
  3. In the "Tables to be Documented" field, select the "SYSTEM.billing_plan_table_levels' table
  4. Click [Process]
  5. In the report results, locate the 'covered_charge_cat_all" field
  6. Validate the value in the "Max Length" column for the table, indicates "255"
  7. n the report results, locate the ''pract_cat_for_cov_all' field
  8. Validate the value in the "Max Length" column for the table, indicates "255"
Topics
• Data Warehouse • Database Management • NX
2021 Update 79 Summary | Details
Share of Cost - Quick Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Admission - Client
  • Admission
  • Financial Eligibility
  • Diagnosis
  • Service Codes
  • Dynamic Form - Edit Service Fee Definition
  • Guarantors/Payors
  • Client Charge Input
  • Client Ledger
  • Share Of Cost Management
  • Quick Billing Rule Definition
  • Quick Billing
  • Dynamic Form Compile Complete
  • Dynamic Form - Select Service
Scenario 1: Share of Cost - Quick Billing
Specific Setup:
  • Registry Setting: 'Avatar PM->Billing->Quick Billing->->->Enable New Quick Billing Format' is set to Y.
  • Guarantors/Payors: A guarantor with a 'Medi-Cal' Financial Class exists.
  • Client A:
  • Client is active and is assigned the above Guarantors/Payors.
  • Client has one or more services in the same month.
  • Client has an unmet share of cost.
  • Client B:
  • Client is active and is assigned the above Guarantors/Payors.
  • Client has one or more services in the same month.
  • Client has a met share of cost.
  • Create Interim Billing Batch File has been used to create a batch for the above services.
  • Close Charges has been used to attempt to close the charges for the clients individually. The expected result is that the services remain open.
  • Close Charges has been used to attempt to close the charges for the Interim Billing Batch File. The expected result is The expected result is that the services remain open.
  • Quick Billing Rule Definition has been used to create a rule that will include the clients, guarantor, and services.
Steps
  1. Open 'Quick Billing'.
  2. Select 'Add New' in 'Add New or Edit Existing'.
  3. Enter the 'First Date Of Service To Include'.
  4. Enter the 'Last Date Of Service To Include'.
  5. Select the 'Billing Rule To Execute'.
  6. Select 'Create Batch', 'Close Charges', 'Generate Bills' and 'Create Claims' in 'Quick Billing Task To Execute'.
  7. Enter the 'Date of Claim'.
  8. Click [Submit].
  9. Click [OK].
  10. Open ‘Client Ledger' for 'Client A' and validate that the service has a value of 'UNBILL' in 'CLAIM NUMBER'.
  11. Open ‘Client Ledger' for 'Client B' and validate that the service has a claim number in 'CLAIM NUMBER'.
Topics
• Quick Billing • Share of Cost Management