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Avatar Cal-PM 2022 Monthly Release 2022.02.01 Acceptance Tests

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Update 4 Summary | Details
Web Services - Clinician Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - staff auto assign
  • Practitioner Enrollment
  • Registry Settings (PM)
  • Dictionary Update (PM)
  • SOAPUI - ClinicianServices
  • SOAPUI - ClinicianServices - putClinicianUpdate
  • SOAPUI - ClinicianServices - putClinicianUpdateResponse
  • SOAPUI - ClinicianServices - putClinicianCreation
  • SOAPUI - ClinicianServices - putClinicianCreationResponse
  • Contracting Provider Registration
  • SOAPUI - ClinicianServices - putClinicianAssociation
  • SOAPUI - ClinicianServices - putClinicianAssociationResponse
  • Performing Provider Registration
  • Performing Provider Association
  • Performing Provider Association - Filing Confirmation
Scenario 1: 'ClinicianServices' web service - Verification of updating/adding taxonomy category for an existing practitioner through 'putClinicianUpdate' method filing
Specific Setup:
  • Registry Setting:
  • The 'Avatar Web Services->Set System Defaults->->->->URL' registry setting is set to 'http://localhost:(port)/csp/(Namespace)'.
  • The 'Avatar PM->Practitioner->->->->Enable Practitioners link to Performing Providers' registry setting is set to 'Y'.
  • The 'Avatar MSO->Provider Management->->->->Overwrite All Contracting Provider Registration Associations on Update link' registry setting is set to 'Y'.
  • Dictionary Update:
  • Dictionary codes/values for the Practitioner Category, Practitioner categories for coverage and Discipline are identified from the:
  • File = Staff File
  • Data Elements= Practitioner Category, Practitioner Categories For Coverage, Discipline
  • Note all the values to be used at the time of creating the web service request.
  • Access to SoapUI for utilizing the Avatar PM 'ClinicianServices' web service.
  • Practitioner Enrollment:
  • A new Practitioner is created with the following required information. Note all the values from the fields.
  • Practitioner Enrollment section:
  • Date Of Birth
  • Registration Date
  • Office Address - Street
  • Office Address - Zip
  • Office Telephone (1)
  • NPI Number
  • Categories/Taxonomy section:
  • A new Category/taxonomy row is created. Make sure that the effective date for this first taxonomy is equal to the registration date provided for the practitioner. The required information entered in the 'Practitioner Category', 'Discipline', and 'Practitioner Categories for Coverage'. Note the values from these fields. Leave the 'End Date' field as blank.
Steps
  1. Open the SoapUI or any other web service tool to run the web service request.
  2. In SoapUI, Create a new web service request for 'putClinicianUpdate' method.
  3. Fill out the ClinicianDetails object field in the request with the specified practitioner's information.
  4. In the ClinicianTaxonomyData field, create two taxonomy objects. The first taxonomy object should have an effective date equal to the effective date of the first taxonomy object/taxonomy row that was created earlier. Fill out an expiration date for this first taxonomy object.
  5. For the second taxonomy object, set the effective date right after the expiration date for the first taxonomy object and leave the expiration date as blank. For both taxonomy objects fill out any taxonomy object information such as: 'ClinicianPractitionerCategory','ClinicianDiscipline', and 'ClinicianPractitionerCategoriesOfCoverage.
  6. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianUpdate' method.
  7. Example: " <Confirmation>Practitioner ID:000173||Performing Provider ID:173||First Name:QATESTING||Last Name:JOSH||Registration Date:03/01/2021||NPI:1063581684</Confirmation>".
  8. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianUpdate' method.
  9. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  10. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianUpdate' method.
  11. Example: " <Status>1</Status>"
  12. Open Avatar PM 'Practitioner Enrollment' form.
  13. Select Practitioner Enrollment record filed via web service for view/update.
  14. Confirm the Practitioner Enrollment record is updated in Avatar PM, with values/data submitted via web service.
Scenario 2: Cal-PM - 'ClinicianServices' Web Service - Verification Of 'putClinicianAssociation' Filing
Specific Setup:
  • Registry Setting:
  • The 'Avatar Web Services->Set System Defaults->->->->URL' registry setting is set to 'http://localhost:(port)/csp/(Namespace)'.
  • The 'Avatar PM->Practitioner->->->->Enable Practitioners link to Performing Providers' registry setting is set to 'Y'.
  • The 'Avatar MSO->Provider Management->->->->Overwrite All Contracting Provider Registration Associations on Update link' registry setting is set to 'Y'.
  • Dictionary Update:
  • Dictionary codes/values for the Practitioner Category, Practitioner categories for coverage and Discipline are identified from the:
  • File = Staff File
  • Data Elements= Practitioner Category, Practitioner Categories For Coverage, Discipline
  • Note all the values to be used at the time of creating the web service request.
  • Access to SoapUI for utilizing the Avatar PM 'ClinicianServices' web service.
  • Contracting Provider Registration:
  • A new contracting provider is added or an existing contracting provider is identified. Note the contracting provider id, Funding source assigned to the contracting provider and registration date.
Steps
  1. Using Avatar PM 'ClinicianServices' web service, submit request to 'putClinicianCreation' method to create new Avatar PM Practitioner Enrollment (and optionally Avatar MSO Performing Provider Registration record).
  2. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianCreation' method.
  3. Example: '<Confirmation>Practitioner ID:000189||Performing Provider ID:189||First Name:CLINICIANASSOCIATION||Last Name:WEBSVC||Registration Date:04/01/2022||NPI:1083157689</Confirmation>'. Note the practitioner id to be used in 'putClinicianAssociation' method.
  4. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianCreation' method.
  5. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  6. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianCreation' method.
  7. Example: " <Status>1</Status>"
  8. Open Avatar PM 'Practitioner Enrollment' form and select Practitioner Enrollment record filed via web service for view/update.
  9. Confirm new Practitioner Enrollment record is created in Avatar PM, with values/data submitted via web service.
  10. Open the SoapUI or any other web service tool to run the web service request.
  11. In SoapUI, Create a new web service request for 'putClinicianAssociation' method.
  12. Fill out the ClinicianAssociation object field in the request with the specified practitioner's information.
  13. Fill out the ClinicianTaxonomyData field in the request with the specified taxonomy objects.information such as: 'ClinicianPractitionerCategory','ClinicianDiscipline', and 'ClinicianPractitionerCategoriesOfCoverage'.
  14. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianAssociation' method.
  15. Example: " <Confirmation>Contacting Provider ID:9||Funding Source ID:A||Contracting Provider Registration Start Date:01/01/2012||Practitioner ID:000189||NPI:1083157689||Clinician Effective Start Date:04/01/2022||Association Effective Start Date:04/01/2022</Confirmation>".
  16. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianAssociation' method.
  17. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  18. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianAssociation' method.
  19. Example: " <Status>1</Status>"
  20. Open Avatar PM 'Contracting Provider Registration' form.
  21. Select Practitioner Association record filed via web service for view/update.
  22. Confirm the Contracting Provider record is updated in Avatar PM, with values/data submitted via web service.
Scenario 3: Cal-PM - 'ClinicianServicesV2' Web Service - Verification Of 'putClinicianUpdate' Filing
Specific Setup:
  • Registry Setting:
  • The 'Avatar Web Services->Set System Defaults->->->->URL' registry setting is set to 'http://localhost:(port)/csp/(Namespace)'.
  • The 'Avatar PM->Practitioner->->->->Enable Practitioners link to Performing Providers' registry setting is set to 'Y'.
  • The 'Avatar MSO->Provider Management->->->->Overwrite All Contracting Provider Registration Associations on Update link' registry setting is set to 'Y'.
  • Dictionary Update:
  • Dictionary codes/values for the Practitioner Category, Practitioner categories for coverage and Discipline are identified from the:
  • File = Staff File
  • Data Elements= Practitioner Category, Practitioner Categories For Coverage, Discipline
  • Note all the values to be used at the time of creating the web service request.
  • Access to SoapUI for utilizing the Avatar PM 'ClinicianServices' web service.
  • Practitioner Enrollment:
  • A new Practitioner is created with the following required information. Note the values entered to the following fields.
  • Practitioner Enrollment section:
  • Date Of Birth
  • Registration Date
  • Office Address - Street
  • Office Address - Zip
  • Office Telephone (1)
  • NPI Number
  • Categories/Taxonomy section:
  • A new Category/taxonomy row is created. Make sure that the effective date for this first taxonomy is equal to the registration date provided for the practitioner. The required information entered in the 'Practitioner Category', 'Discipline', and 'Practitioner Categories for Coverage'. Note the values entered to the fields. Leave the 'End Date' field as blank.
Steps
  1. Open the SoapUI or any other web service tool to run the web service request.
  2. In SoapUI, Create a new web service request for 'putClinicianUpdate' method.
  3. Fill out the ClinicianDetails object field in the request with the specified practitioner's information.
  4. In the ClinicianTaxonomyData field, create two taxonomy objects. The first taxonomy object should have an effective date equal to the effective date of the first taxonomy object/taxonomy row that was created earlier. Fill out an expiration date for this first taxonomy object.
  5. For the second taxonomy object, set the effective date right after the expiration date for the first taxonomy object and leave the expiration date as blank. For both taxonomy objects fill out any taxonomy object information such as: 'ClinicianPractitionerCategory','ClinicianDiscipline', and 'ClinicianPractitionerCategoriesOfCoverage.
  6. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianUpdate' method.
  7. Example: '<Confirmation>Practitioner ID:000186||Performing Provider ID:186||First Name:CLINICIANSERVICESTWO||Last Name:WEBSVC||Registration Date:03/01/2022||NPI:1013172394</Confirmation>'.
  8. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianUpdate' method.
  9. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  10. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianUpdate' method.
  11. Example: '<Status>1</Status>'.
  12. Confirm 'ClinicianServices' web service responds with correct practitioner id on successful filing of 'putClinicianUpdate' method.
  13. Example: 'ClinicianID>000186</ClinicianID>'.
  14. Confirm 'ClinicianServices' web service responds with correct first name of the practitioner on successful filing of 'putClinicianUpdate' method.
  15. Example:<ClinicianFirstName>CLINICIANSERVICESTWO</ClinicianFirstName>.
  16. Confirm 'ClinicianServices' web service responds with correct last name of the practitioner on successful filing of 'putClinicianUpdate' method.
  17. Example: '<ClinicianLastName>WEBSVC</ClinicianLastName>'.
  18. Confirm 'ClinicianServices' web service responds with correct last name of the practitioner on successful filing of 'putClinicianUpdate' method.
  19. Example: '<ClinicianRegistrationDate>2022-03-01</ClinicianRegistrationDate>'.
  20. Confirm 'ClinicianServices' web service responds with correct NPI number of the practitioner on successful filing of 'putClinicianUpdate' method.
  21. Example: '<ClinicianNPI>1013172394</ClinicianNPI>'.
  22. Open Avatar PM 'Practitioner Enrollment' form.
  23. Select Practitioner Enrollment record filed via web service for view/update.
  24. Confirm the Practitioner Enrollment record is updated in Avatar PM, with values/data submitted via web service.
Scenario 4: Cal-PM - 'ClinicianServices' Web Service - Verification Of 'putClinicianCreation' and 'putClinicianUpdate' Filing
Specific Setup:
  • Registry Setting:
  • The 'Avatar Web Services->Set System Defaults->->->->URL' registry setting is set to 'http://localhost:(port)/csp/(Namespace)'.
  • The 'Avatar PM->Practitioner->->->->Enable Practitioners link to Performing Providers' registry setting is set to 'Y'.
  • The 'Avatar MSO->Provider Management->->->->Overwrite All Contracting Provider Registration Associations on Update link' registry setting is set to 'Y'.
  • Dictionary Update:
  • Dictionary codes/values for the Practitioner Category, Practitioner categories for coverage and Discipline are identified from the:
  • File = Staff File
  • Data Elements= Practitioner Category, Practitioner Categories For Coverage, Discipline
  • Note all the values to be used at the time of creating the web service request.
  • Access to SoapUI for utilizing the Avatar Cal-PM 'ClinicianServices' web service.
Steps
  1. Using Avatar PM 'ClinicianServices' web service, submit request to 'putClinicianCreation' method to create new Avatar PM Practitioner Enrollment (and optionally Avatar MSO Performing Provider Registration record).
  2. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianCreation' method.
  3. Example: '<Confirmation>Practitioner ID:000175||Performing Provider ID:175||First Name:TESTPRACTITIONERTWO||Last Name:QA||Registration Date:03/01/2021||NPI:1013172394</Confirmation>'. Note the practitioner id to be used in 'putClinicianUpdate' method.
  4. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianCreation' method.
  5. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  6. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianCreation' method.
  7. Example: " <Status>1</Status>"
  8. Open Avatar PM 'Practitioner Enrollment' form and select Practitioner Enrollment record filed via web service for view/update.
  9. Confirm new Practitioner Enrollment record is created in Avatar PM, with values/data submitted via web service.
  10. Open the SoapUI or any other web service tool to run the web service request.
  11. In SoapUI, Create a new web service request for 'putClinicianUpdate' method.
  12. Fill out the ClinicianDetails object field in the request with the specified practitioner's information.
  13. In the ClinicianTaxonomyData field, create two taxonomy objects. The first taxonomy object should have an effective date equal to the effective date of the first taxonomy object/taxonomy row that was created earlier. Fill out an expiration date for this first taxonomy object.
  14. For the second taxonomy object, set the effective date right after the expiration date for the first taxonomy object and leave the expiration date as blank. For both taxonomy objects fill out any taxonomy object information such as: 'ClinicianPractitionerCategory','ClinicianDiscipline', and 'ClinicianPractitionerCategoriesOfCoverage.
  15. Confirm 'ClinicianServices' web service responds with confirmation data on successful filing of 'putClinicianUpdate' method.
  16. Example: '<Confirmation>Practitioner ID:000175||Performing Provider ID:175||First Name:TESTPRACTITIONERTWO||Last Name:QA||Registration Date:03/01/2021||NPI:1013172394</Confirmation>'.
  17. Confirm 'ClinicianServices' web service responds with confirmation message on successful filing of 'putClinicianUpdate' method.
  18. Example: "<Message>Clinician Services web service has been filed successfully.</Message>"
  19. Confirm 'ClinicianServices' web service responds with successful status value on successful filing of 'putClinicianUpdate' method.
  20. Example: " <Status>1</Status>"
  21. Open Avatar PM 'Practitioner Enrollment' form.
  22. Select Practitioner Enrollment record filed via web service for view/update.
  23. Confirm the Practitioner Enrollment record is updated in Avatar PM, with values/data submitted via web service.
Topics
• Web Services • NX
Update 21 Summary | Details
Electronic Billing / Quick Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Guarantors/Payors
  • Program Maintenance
  • Ambulatory Progress Notes
  • Dynamic Form - document routing - sign
  • Client Ledger
  • Electronic Billing
  • Admission (Outpatient)
  • Diagnosis
  • Financial Eligibility
  • Quick Billing Rule Definition
  • Quick Billing
Scenario 1: Cal-PM - 837 Professional - Validate processing when progress note has a practitioner and a co-practitioner
Specific Setup:
  • Registry Setting: ‘Enable Co-Practitioner Services From Progress Notes’ has a value of ‘Y’.
  • Service Code A:
  • Service can be billed on the 837 Professional and has a fee defined in ‘Service Fee/Cross Reference Maintenance. Note the fee.
  • Client A:
  • Note the client’s admission date and program.
  • Financial Eligibility is assigned to a Med-Cal guarantor that allows customization of the plan. The plan is customized to set the ‘Insurance Dollar Limit Per Day’ to the amount of the fee noted above. The client has no other guarantors assigned.
  • A progress note has been created for Client A, Service Code A, has a duration, a practitioner, a co-practitioner, and a co-practitioner duration. Note the date of service.
  • Client Ledger has been used to verify that the practitioner service distributed to the Med-Cal guarantor and that the co- practitioner service distributed to the default guarantor (99999).
  • Close Charges has been used to close the charge.
  • Create Interim Billing Batch File has been used to create a batch for the service. Note the batch number.
Steps
  1. Open ‘Electronic Billing’.
  2. Select ‘837-Professional’ in ‘Billing Form’.
  3. Select ‘Medi-Cal’ in ‘Type Of Bill’.
  4. Select ‘All’ in ‘Individual Or All Guarantors’.
  5. Select ‘Outpatient’ in ‘Billing Type’.
  6. Select ‘Sort File’ in ‘Billing Options’.
  7. Set ‘File Description/Name’ to desired value’.
  8. Select ‘Interim Batch’ in ‘All Clients Or Interim Billing Batch’.
  9. Select the desired ‘Interim Batch Number’.
  10. Select desired value in ‘Create Claims’.
  11. Enter the desired values in required date fields.
  12. Select desired value in ‘Include Primary and/or Secondary Billing’.
  13. Click Process.
  14. Validate that an error message is received stating: ‘No Valid Information Found. Please Check The Error Report’.
  15. Select ‘Run Report’ in ‘Billing Options’.
  16. Select ‘Print’ in ‘Print Or Delete Report’.
  17. Select the ‘File Description/Name’ from above in ‘File’.
  18. Click [Print 837 Report].
  19. Click the ‘Required Data Missing: Patient Service Data’ link.
  20. Validate that the error message states: ‘ A parent service can only be billed if all the co-practitioner services are also on the bill’ and provides the service date and service code.
  21. Close the report.
  22. Close the form.
Scenario 2: Cal-PM - 837 Institutional - Validate processing when progress note has a practitioner and a co-practitioner
Specific Setup:
  • Registry Setting: ‘Enable Co-Practitioner Services From Progress Notes’ has a value of ‘Y’.
  • Service Code A:
  • Service can be billed on the 837 Institutional and has a fee defined in ‘Service Fee/Cross Reference Maintenance. Note the fee.
  • Client A:
  • Note the client’s admission date and program.
  • Financial Eligibility is assigned to a Med-Cal guarantor that allows customization of the plan. The plan is customized to set the ‘Insurance Dollar Limit Per Day’ to the amount of the fee noted above. The client has no other guarantors assigned.,
  • A progress note has been created for Client A, Service Code A, has a duration, a practitioner, a co-practitioner, and a co-practitioner duration. Note the date of service.
  • Client Ledger has been used to verify that the practitioner service distributed to the Med-Cal guarantor and that the co- practitioner service distributed to the default guarantor (99999).
  • Close Charges has been used to close the charge.
  • Create Interim Billing Batch File has been used to create a batch for the service. Note the batch number.
Steps
  1. Open ‘Electronic Billing’.
  2. Select ‘837-Institutional’ in ‘Billing Form’.
  3. Select ‘Medi-Cal’ in ‘Type Of Bill’.
  4. Select ‘All’ in ‘Individual Or All Guarantors’.
  5. Select ‘Outpatient’ in ‘Billing Type’.
  6. Select ‘Sort File’ in ‘Billing Options’.
  7. Set ‘File Description/Name’ to desired value’.
  8. Select ‘Interim Batch’ in ‘All Clients Or Interim Billing Batch’.
  9. Select the desired ‘Interim Batch Number’.
  10. Select desired value in ‘Create Claims’.
  11. Enter the desired values in required date fields.
  12. Select desired value in ‘Include Primary and/or Secondary Billing’.
  13. Click Process.
  14. Validate that an error message is received stating: ‘No Valid Information Found. Please Check The Error Report’.
  15. Select ‘Run Report’ in ‘Billing Options’.
  16. Select ‘Print’ in ‘Print Or Delete Report’.
  17. Select the ‘File Description/Name’ from above in ‘File’.
  18. Click [Print 837 Report].
  19. Click the ‘Required Data Missing: Patient Service Data’ link.
  20. Validate that the error message states: ‘ A parent service can only be billed if all the co-practitioner services are also on the bill’ and provides the service date and service code.
  21. Close the report.
  22. Close the form.
Scenario 3: Cal-PM - Quick Billing - 837 Professional - Validate processing when progress note has a practitioner and a co-practitioner
Specific Setup:
  • Registry Setting: ‘Enable Co-Practitioner Services From Progress Notes’ has a value of ‘Y’.
  • Service Code A:
  • Service can be billed on the 837 Professional and has a fee defined in ‘Service Fee/Cross Reference Maintenance. Note the fee.
  • Client A:
  • Note the client’s admission date and program.
  • Financial Eligibility is assigned to a Med-Cal guarantor that allows customization of the plan. The plan is customized to set the ‘Insurance Dollar Limit Per Day’ to the amount of the fee noted above. The client has no other guarantors assigned.
  • A progress note has been created for Client A, Service Code A, has a duration, a practitioner, a co-practitioner, and a co-practitioner duration. Note the date of service.
  • Client Ledger has been used to verify that the practitioner service distributed to the Med-Cal guarantor and that the co- practitioner service distributed to the default guarantor (99999).
  • Quick Billing Rule Definition’ has been used to create a definition that includes the program and guarantor.
Steps
  1. Open ‘Quick Billing’.
  2. Select ‘Add New’ in ‘Add New or Edit Existing Quick Billing Batch’.
  3. Enter desired value required dates.
  4. Select the desired rule definition in ‘Billing Rule To Execute’.
  5. Select desired values in ‘Quick Billing Tasks to Execute’
  6. Enter desired ‘Date of ‘Claim’.
  7. Click [Submit].
  8. Validate that an error message is received stating ‘No Information Found Errors found’ and contains information specific to the batch.
  9. Click [OK].
  10. Click [Yes].
  11. Select ‘Edit Existing’ in ‘Add New Or Edit Existing Quick Billing Batch’.
  12. Select the desired ‘File’.
  13. Click [Print 837 Report].
  14. Click the ‘Required Data Missing: Patient Service Data’ link.
  15. Validate the error message states: ‘ A parent service can only be billed if all the co-practitioner services are also on the bill’ and provides the service date and service code.
  16. Close the report.
  17. Close the form.
Scenario 4: Cal-PM - Quick Billing - 837 Institutional - Validate processing when progress note has a practitioner and a co-practitioner
Specific Setup:
  • Registry Setting: ‘Enable Co-Practitioner Services From Progress Notes’ has a value of ‘Y’.
  • Service Code A:
  • Service can be billed on the 837 Institutional and has a fee defined in ‘Service Fee/Cross Reference Maintenance. Note the fee.
  • Client A:
  • Note the client’s admission date and program.
  • Financial Eligibility is assigned to a Med-Cal guarantor that allows customization of the plan. The plan is customized to set the ‘Insurance Dollar Limit Per Day’ to the amount of the fee noted above. The client has no other guarantors assigned.
  • A progress note has been created for Client A, Service Code A, has a duration, a practitioner, a co-practitioner, and a co-practitioner duration. Note the date of service.
  • Client Ledger has been used to verify that the practitioner service distributed to the Med-Cal guarantor and that the co- practitioner service distributed to the default guarantor (99999).
  • Quick Billing Rule Definition’ has been used to create a definition that includes the program and guarantor.
Steps
  1. Open ‘Quick Billing’.
  2. Select ‘Add New’ in ‘Add New or Edit Existing Quick Billing Batch’.
  3. Enter desired value required dates.
  4. Select the desired rule definition in ‘Billing Rule To Execute’.
  5. Select desired values in ‘Quick Billing Tasks to Execute’
  6. Enter desired ‘Date of ‘Claim’.
  7. Click [Submit].
  8. Validate that an error message is received stating ‘No Information Found Errors found’ and contains information specific to the batch.
  9. Click [OK].
  10. Click [Yes].
  11. Select ‘Edit Existing’ in ‘Add New Or Edit Existing Quick Billing Batch’.
  12. Select the desired ‘File’.
  13. Click [Print 837 Report].
  14. Click the ‘Required Data Missing: Patient Service Data’ link.
  15. Validate the error message states: ‘ A parent service can only be billed if all the co-practitioner services are also on the bill’ and provides the service date and service code.
  16. Close the report.
  17. Close the form.
Edit Service Information - Inhibited Billing services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Guarantors/Payors
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Admission (Outpatient)
  • Diagnosis
  • Financial Eligibility
  • Client Charge Input
  • Inhibit Billing By Reason
  • Dynamic Form - Inhibit Billing By Reason
  • Inhibit Billing By Service
  • Dynamic Form - File Service Inhibit Information
Scenario 1: Cal-PM - 'Inhibit Billing By Reason' - Verification of form filing, single services selection
Specific Setup:
  • Dictionary codes/values must be defined for Avatar Cal-PM 'Billing' file Data Element 'Reason for Inhibit' (20520).
  • Client with 50 or more open service(s) eligible for 'Inhibit Billing By Reason' filing.
Steps
  1. Open the Avatar Cal-PM 'Inhibit Billing By Reason' form (under 'Avatar PM / Billing / Bill Production' menu).
  2. Ensure that the following service criteria selection/entry fields are present in form:
  3. 'Reason For Inhibit' (dropdown selection field)
  4. 'Rendering Practitioner'
  5. 'Client ID' / 'Episode Number'
  6. 'Liable Guarantor'
  7. 'Program Where Service Was Rendered' (dropdown selection field)
  8. 'Search Start Date' (with 'Today' and 'Yesterday' entry buttons)
  9. 'Search End Date' (with 'Today' and 'Yesterday' entry buttons)
  10. 'Services to Display' ('Inhibited' or 'Uninhibited' radio selection buttons)
  11. Ensure that on opening 'Inhibit Billing By Reason' form, only the 'Reason for Inhibit' field is enabled. Selection of value in 'Reason for Inhibit' field is required prior to Inhibit Billing By Reason entry/review/removal in form since a single service may have Inhibit Billing By Reason entries filed under multiple 'Reason for Inhibit' values.
  12. Select value in 'Reason for Inhibit' field to add/remove Inhibit Billing entries under 'Reason For Inhibit' code.
  13. Ensure that all fields in form are enabled following selection of 'Reason for Inhibit' field value.
  14. Enter/select values for service search/selection criteria in 'Rendering Practitioner', 'Client ID', 'Episode Number', 'Liable Guarantor', 'Program Where Service Was Rendered', 'Search Start Date' and/or 'Search End Date' fields. ('Rendering Practitioner' and/or 'Client ID' must be specified for service selection.)
  15. Select 'Uninhibited' in the 'Services to Display' selection field.
  16. Ensure that 'Services' selection field displays all service(s) for selected search/selection criteria which do not currently have an Inhibit Billing By Reason entry for selected 'Reason for Inhibit' value (if more than 50 services meet selected search/selection criteria entered, first 50 services meeting criteria are displayed initially).
  17. Click 'Next 50 Services' button to navigate through displayed services; click 'Prev 50 Services' to navigate backward through same displayed services.
  18. Ensure that if one or more service(s) is selected and 'Inhibit' button (or 'Uninhibit' button) is not used to file selections prior to use of 'Next 50 Services'/'Prev 50 Services' navigation button, user is presented with an error dialog noting 'Selections have been made. Please either click Inhibit or Uninhibit or clear the selections.'
  19. Ensure that if one or more service(s) are not selected and 'Inhibit' button (or 'Uninhibit' button) is clicked, user is presented with an error dialog noting 'No information found to file.'
  20. Select one or more individual service(s) for Inhibit Billing By Reason entry.
  21. Click 'Inhibit' button to file Inhibit Billing By Reason entry under selected Reason for Inhibit for selected service(s).
  22. Ensure user is presented with confirmation dialog noting 'Are you sure you want to inhibit billing for the selected services/reason?', with 'Yes' and 'No' buttons included; click 'Yes' button to continue with Inhibit Billing By Reason filing.
  23. Ensure user is presented with filing confirmation dialog noting 'Inhibit Billing By Reason filed successfully.'
  24. Ensure that service(s) where Inhibit Billing By Reason entry has been filed under selected 'Reason for Inhibit' are not displayed/included in the 'Services' selection field when 'Uninhibited' is selected in the 'Services to Display' field.
  25. Select 'Inhibited' in the 'Services to Display' selection field.
  26. Ensure that 'Services' selection field displays all service(s) for selected search/selection criteria which have an Inhibit Billing By Reason entry for selected 'Reason for Inhibit' value (if more than 50 services with Inhibit Billing By Reason entry meet selected search/selection criteria entered, first 50 services meeting criteria are displayed initially).
  27. Select one or more individual service(s) for Inhibit Billing By Reason 'Uninhibit'/removal action.
  28. Click 'Uninhibit' button to remove Inhibit Billing By Reason entry under selected Reason for Inhibit for selected service(s).
  29. Ensure user is presented with confirmation dialog noting 'Are you sure you want to uninhibit billing for the selected services/reason?', with 'Yes' and 'No' buttons included; click 'Yes' button to continue with removal of Inhibit Billing By Reason entry/'Uninhibit' action.
  30. Ensure user is presented with filing confirmation dialog noting 'Inhibit Billing By Reason filed successfully.'
  31. Ensure that service(s) where Inhibit Billing By Reason entry has been removed/'Uninhibited' under selected 'Reason for Inhibit' are not displayed/included in the 'Services' selection field when 'Inhibited' is selected in the 'Services to Display' field.
  32. Change value/select different value in 'Reason for Inhibit' field.
  33. Ensure that 'Services' selection field (following service search/selection criteria entry) includes only services with/without Inhibit Billing by Reason entries under selected 'Reason for Inhibit' value, and does not include Inhibit Billing by Reason entries for service(s) under any other code/reason (since a single service may have Inhibit Billing By Reason entries filed under multiple 'Reason for Inhibit' values).
  34. Open Crystal Reports or other SQL reporting tool.
  35. In Avatar Cal-PM SQL table 'SYSTEM.inhibit_billing', ensure that one row is included in table for each distinct service with Inhibit Billing By Reason entry; ensure that service row is removed from 'SYSTEM.inhibit_billing' table only if/when all Inhibit Billing By Reason entries for service are Uninhibited.
  36. In Avatar Cal-PM SQL table 'SYSTEM.inhibit_billing_reason', ensure that one row is included in table for each Inhibit Reason per service with Inhibit Billing By Reason entry; ensure that Inhibit Reason/service combination row is removed from 'SYSTEM.inhibit_billing_reason' table when Inhibit Billing By Reason entries for Inhibit Reason/service combination are Uninhibited.
  37. Open ‘Inhibit Billing By Reason' form.
  38. Select desired value in ‘Reason for Inhibit’.
  39. Enter the desired ‘Client ID’.
  40. Select desired ‘Episode Number’.
  41. If desired, enters dates ‘Search Start Date’ and ‘Search End Date’.
  42. Select ‘Uninhibited in ‘Service to Display’.
  43. Select desired service(s) to inhibit.
  44. Click [Inhibit].
  45. Click [Yes].
  46. Click [OK].
  47. Close the form.
  48. Open ‘Edit Service Information’.
  49. Select the inhibited service and change the service code.
  50. Click [Submit].
  51. Click [No].
  52. Open ‘Inhibit Billing By Reason' form.
  53. Select desired value in ‘Reason for Inhibit’.
  54. Enter the desired ‘Client ID’.
  55. Select desired ‘Episode Number’.
  56. Select ‘Inhibited in ‘Service to Display’.
  57. Validate that the previously inhibited service is still inhibited and displays the edited service code.
  58. Close the form.
Scenario 2: Cal-PM- Inhibit Billing By Service - Validating the service that is marked as billing inhibited
Specific Setup:
  • A practitioner must be associated to the user that is logged into the application (Practitioner A).
  • Practitioner A must be associated to services that exist for an existing client.
Steps
  1. Access the 'Inhibit Billing By Service' form.
  2. Enter the practitioner associated to the logged in user in the 'Rendering Practitioner' field.
  3. Select any value from the 'Select Service(s) To Mark Billing-Inhibited' field.
  4. Click [Submit].
  5. Validate a "Please review your selections" dialog is displayed.
  6. Click [OK].
  7. Validate a "File Service Inhibit Information" dialog is displayed stating: Continue Filing?
  8. Click [Yes].
  9. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  10. Click [No].
  11. Open the ‘Edit Service Information’ form.
  12. Edit the service code.
  13. Submit the form.
  14. Open the 'Inhibit Billing By Service' form.
  15. Validate that the service is still inhibited and displays the edited service code.
  16. Open the 'Close Charges' form.
  17. Enter all required information to close the service.
  18. Click [SUBMIT].
  19. Open the 'Client Ledger' form.
  20. Verify the service is in 'Open' status.
  21. Open the 'Crystal report' or any other SQL data viewer.
  22. Query the 'SYSTEM.billing_tx_history' table.
  23. Verify the 'billable_code' field displays 'X'.
  24. Close the report.
Topics
• Progress Notes • 837 Professional • NX • 837 Institutional • Quick Billing • Quick Billing Rule Definition • Inhibit Billing
Update 29 Summary | Details
Eligibility Inquiry (270) Submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guarantors/Payors
  • User Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Admission (Outpatient)
  • Financial Eligibility
  • Registry Settings (PM)
  • Client Charge Input
  • Eligibility Inquiry (270) Request
  • Eligibility Inquiry (270) Submission
Scenario 1: Cal-PM - Eligibility Inquiry (270) Submission - validate maximum of 5000 files
Specific Setup:
  • Eligibility Inquiry (270) Submission
  • More than 5000 files exist for selection in the form.
Steps
  1. Open 'Eligibility Inquiry (270) Submission'.
  2. Select 'Run Report' in 'Options'.
  3. Enter a date range that contains more than 5000 files in the 'File From Date' and 'File Through Date' fields.
  4. Validate that an error message displays: More than 5000 entries found. Please refine your search.
  5. Click [OK].
  6. Change the date range to fewer days so that 5000 files or fewer display in 'Select File'.
  7. Validate that the files display in 'Select Files'.
  8. Repeat steps 3 - 7 for the following 'Options': 'Dump File'; 'Create File On Server For Submission'; and 'Delete File'.
  9. Close the form.
Topics
• Eligibility Inquiry (270) Request
Update 32 Summary | Details
'CANS/PSC35 Submission' And 'CANS/PCS File Import' Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • CANS/PSC35 File Import
  • Child and Adolescent Needs and Strengths
  • CANS/PSC35 Submission - CANS Report
  • CANS/PSC35 Submission - CANS/PSC-35 Error Report
  • CANS/PSC35 Submission - PSC-35 Report
Scenario 1: 'CANS/PSC35 File Import' form - Verification of CANS/PSC35 File Import
Specific Setup:
  • 'Subscriber Client Index Number' value not present in 'Financial Eligibility' record for client/episode/guarantor eligible for CANS/PSC35 File Import
  • CANS/PSC35 import file with one or more import rows where physical field 5 ('Client Index Number (CIN)') value is included in import file
  • CANS/PSC35 import file with one or more import rows where physical field 5 ('Client Index Number (CIN)') value is not included in import file
Steps
  1. Open the Avatar Cal-PM 'CANS/PSC35 File Import' form (under 'Avatar PM / System Maintenance / Client Maintenance' menu).
  2. Select CANS or PSC35 Import file for processing in the 'Filename' field.
  3. Click 'Submit' button to process file.
  4. Ensure user is presented with dialog noting 'The file load process has started and may take a while based on the size of the file. Exiting the form at this time will not stop the load process'; click 'OK' button to close dialog/continue.
  5. Ensure user is presented with a confirmation dialog noting 'Submitting has completed. Do you with to return to form?'; click 'Yes' button to return to 'CANS/PSC35 File Import' form.
  6. Following CANS or PSC35 Import file processing, ensure 'Current File Load Status' field displays file processing result information, including 'File Name', 'Total Records Processed' and 'Number of Error(s) Encountered' values for processed import file data.
  7. In CANS/PSC35 Import file processing results - Ensure that where 'Subscriber Client Index Number' value is present in 'Financial Eligibility' record for client/episode/guarantor included in CANS/PSC35 Import file compilation, CANS/PSC35 Import record data/row(s) with or without 'Client Index Number (CIN)' value is/are successfully compiled/posted (with 'Client Index Number (CIN)' value as defined in relevant 'Financial Eligibility' record for client/episode/guarantor).
  8. In CANS/PSC35 Import file processing results - Ensure that where 'Subscriber Client Index Number' value is not present in 'Financial Eligibility' record for client/episode/guarantor included in CANS/PSC35 Import file compilation, CANS/PSC35 Import record data/row(s) without 'Client Index Number (CIN)' value is/are not successfully compiled/posted, and Import Error 'Invalid DATA for : Client Index Number (CIN) on Line ... Please set Client Index Number for associated Client in Financial Eligibility for PATID: ...' is displayed for relevant import file row(s).
Scenario 2: 'CANS/PSC35 Submission' form - Verification of CANS File Sorting with 'Subscriber Client Index Number' Value Not Present in Financial Eligibility Record
Specific Setup:
  • Client with 'Child and Adolescent Needs and Strengths' record eligible for CANS/PSC file inclusion
  • 'Subscriber Client Index Number' value not present in 'Financial Eligibility' record for client/episode/guarantor eligible for 'CANS/PSC35 Submission' reporting
Steps
  1. Open the Avatar Cal-PM 'CANS/PSC35 Submission' form (under 'Avatar PM / System Maintenance / Client Maintenance' menu).
  2. Select value in 'CANS/PSC Selection' field.
  3. Select 'Compile' in 'Option' field, and enter values for 'From Date' and 'Through Date' criteria fields.
  4. Click 'Submit' button to compile CANS (or PSC35) Submission file.
  5. Ensure user is presented with a confirmation dialog noting 'Submitting has completed. Do you with to return to form?'; click 'Yes' button to return to 'CANS/PSC35 Submission' form.
  6. Select 'Print' in 'Option' field, and select compiled file in 'Select File To Print/Submit' field.
  7. Click 'Print Selected File Error(s)' button to display CANS/PSC35 Submission file compilation Error Report data/results.
  8. In CANS/PSC35 Submission file Error Report/data, ensure that where 'Subscriber Client Index Number' value is not present in 'Financial Eligibility' record for client/episode/guarantor included in CANS/PSC35 Submission file compilation, CANS/client record data is not successfully included in submission data and is included in Error Report with Error Message 'Please set Client Index Number for associated Client in Financial Eligibility for PATID ...'
Scenario 3: 'CANS/PSC35 Submission' form - Verification of CANS File Compilation with 'Subscriber Client Index Number' Value Present in Financial Eligibility Record
Specific Setup:
  • Client with 'Child and Adolescent Needs and Strengths' record eligible for CANS/PSC file inclusion
  • 'Subscriber Client Index Number' value present in 'Financial Eligibility' record for client/episode/guarantor eligible for 'CANS/PSC35 Submission' reporting
Steps
  1. Open the Avatar Cal-PM 'CANS/PSC35 Submission' form (under 'Avatar PM / System Maintenance / Client Maintenance' menu).
  2. Select value in 'CANS/PSC Selection' field.
  3. Select 'Compile' in 'Option' field, and enter values for 'From Date' and 'Through Date' criteria fields.
  4. Click 'Submit' button to compile CANS (or PSC35) Submission file.
  5. Ensure user is presented with a confirmation dialog noting 'Submitting has completed. Do you with to return to form?'; click 'Yes' button to return to 'CANS/PSC35 Submission' form.
  6. Select 'Print' in 'Option' field, and select compiled file in 'Select File To Print/Submit' field.
  7. Click 'Print Selected File Information' button to display CANS/PSC35 Submission file compilation data/results.
  8. In CANS/PSC35 Submission file report/data, ensure that where 'Subscriber Client Index Number' value is present in 'Financial Eligibility' record for client/episode/guarantor included in CANS/PSC35 Submission file compilation, CANS/client record data is successfully included in submission data (with 'Client Index Number (CIN)' value as defined in relevant 'Financial Eligibility' record for client/episode/guarantor).
  9. Select 'Submit (Create File)' in 'Option' field, and select compiled file in 'Select File To Print/Submit' field.
  10. Select 'Final' or 'Review' in 'Create File' field.
  11. Click 'Submit' button to create CANS (or PSC35) Submission file on server.
  12. Ensure that CANS (or PSC35) Submission file is created on server (in output path/location defined via 'Facility Defaults' form).
Topics
• CANS/PSC35 File Import • NX • CANS/PSC35 Submission
Update 34 Summary | Details
Task Scheduler Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task Scheduler Status
Scenario 1: Task Scheduler Status Widget - validate task executions
Specific Setup:
  • In the 'System Task Scheduler', a minimum of two active tasks and one inactive task should be filed.
  • 'View Definition' form has been used to add the ‘Task Scheduler Status’ widget to HomeView for the logged in user.
Steps
  1. Access the ‘Task Scheduler Status’ widget on the Home View.
  2. Validate that the widget can be undocked, refreshed, and either minimized (Non NX View) or removed (NX View).
  3. Validate that the widget contains the following columns: ‘Application’, ‘Task’. ‘Inactive’, ‘Recur’, ‘Start Date’, ‘End Date’, ‘Last Run Date’, ‘Last Run Time’, and ‘Last Run Status’.
  4. Validate the data in each column is accurate. Note that for any task which has an error, the error will display in the 'Last Run Status' column.
Topics
• Widgets • System Task Scheduler • NX
Update 40 Summary | Details
A new report: 'CPT License Count Report' is added to Avatar PM.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CPT License Count Report
Scenario 1: CPT License Count Report
Steps
  1. Open the 'CPT License Count Report'.
  2. Set the Start Date input box to any date.
  3. Set the End Date input box to any date.
  4. Click [Process].
  5. Validate the 'Date Range' item contains the Date range as entered on the selection screen.
  6. Validate the '#' column contains a numeric value for each listed line item.
  7. Validate the 'User Name' column contains only active Users.
  8. Validate the 'User ID' column contains only active User IDs.
  9. Validate the 'Provider Name' column contains only active Providers
  10. Validate the 'Provider ID' column contains only active Provider IDs.
  11. Validate the 'Provider Category' column contains the Provider Category associated to the Provider.
  12. Click [Close Report]
  13. Click [Close Form].
Copyright notice is added to forms where CPT content is displayed.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Real Time Inquiry (270 Request)
  • Program Maintenance
  • Confirm Compile Completed
  • Avatar NX Report Viewer
  • Payor Based Authorizations
  • Payor Based Authorizations Report
  • Registry Settings (PM)
  • Eligibility Inquiry (270) Request
  • Eligibility Inquiry and Response (270/271) Report
Scenario 1: Process 'Real Time Inquiry (270) Request' with a value of 'Request Inquiry' in 'Eligibility Inquiry (270) Status'.
Specific Setup:
  • Agency uses 'Real Time Inquiry (270) Request' functionality.
  • Avatar PM 2018 Update 187 is installed.
  • At least one 'Guarantors/Payors' has a value of 'Yes' in 'Support 270/271 Transaction Sets'. Note the guarantor.
  • Selecting any client with the above 'Guarantors/Payors', update the 'Financial Eligibility' record to have a value of 'Request Inquiry' in 'Eligibility Inquiry (270) Status'. Note the client and the episode.
  • If the 'Request Type' is 'Specific', a 'Service Code' with a value in 'Service Type Code (270)' must exist.
Steps
  1. Open 'Real Time Inquiry (270) Request'.
  2. Select the client.
  3. Select the episode.
  4. Select the guarantor.
  5. Select any value in 'Request Type'.
  6. Select the 'Service Code' if 'Specific' was selected above.
  7. Verify the AMA trademark 'CPT® Codes' is displayed above the 'CPT-4 Code' field.
  8. Verify the AMA Copyright Notice 'CPT copyright 2021 American Medical Association. All rights reserved.' is displayed at the bottom of the form.
  9. Click [Process Request].
  10. Validate that submission is successful.
  11. If a system error message is received, review the 'Eligibility Inquiry and Response (270/271) Report' to correct client or setup issues.
Scenario 2: 'Program Maintenance' - Field Validation
Steps
  1. Access the 'Program Maintenance' form.
  2. Navigate to the 'Encounter CPT Code' field.
  3. Verify that the AMA CPT Code Trademark 'CPT® Codes' is displayed.
  4. Scroll to the bottom of the form.
  5. Verify that 'CPT copyright 2021 American Medical Association. All rights reserved.' is displayed.
  6. Close the form.
Scenario 3: Modifiers by Practitioner Category - Validation
Steps
  1. Open 'Modifiers by Practitioner Categories' form.
  2. Validate the CPT Code selection box contains 'CPT® Code'.
  3. Validate the AMA copyright notice displays at the bottom of the form: 'CPT copyright 2021 American Medical Association. All rights reserved.'.
  4. Close the form.
Scenario 4: 'Payor Based Authorizations' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable Payor Based Authorizations' must be enabled
  • Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' may optionally be enabled/disabled
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Payor Based Authorizations' form (under 'Avatar PM / System Maintenance / System Definition' menu).
  2. Select 'Add' action in 'Add/Edit/Delete' field (or select 'Edit' action and click 'Select Authorizations To Edit/Delete' button to view/update existing Payor Based Authorization record/entry).
  3. Ensure the following fields are present in the 'Payor Based Authorizations' form:
  4. 'Guarantor'
  5. 'Service Code' (Not available when Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is enabled)
  6. 'Effective Date'
  7. 'Expiration Date'
  8. 'Authorization Number'
  9. 'Display Authorizations' Button
  10. 'Select Authorizations To Edit/Delete' Button
  11. 'Select CPT ® Codes' Button (Available only when Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is enabled)
  12. 'All CPT Codes' (Available only when Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is enabled)
  13. Validate "CPT copyright 2021 American Medical Association. All rights reserved." Displays at the bottom of the form
  14. Enter/select values for all required/desired fields for Payor Based Authorization record/entry.
  15. Where Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is enabled - Click 'Select CPT Codes' button and enter one or more code selections in the multi-iteration grid displayed (or set 'All CPT Codes' field to 'Yes').
  16. Click 'Submit' button to file 'Payor Based Authorizations' form/record.
  17. Select 'Edit' action in 'Add/Edit/Delete' field and click 'Select Authorizations To Edit/Delete' button to view/update previously entered Payor Based Authorization record/entry.
  18. Ensure all field values are present in 'Payor Based Authorizations' form/record as previously entered/filed.
  19. Click 'Display Authorizations' button to display the Payor Based Authorizations report/information.
  20. In Payor Based Authorizations report display/results, ensure that all Payor Based Authorization entries/records for selected 'Guarantor' value are displayed, including the following fields:
  21. 'Guarantor'
  22. 'Service Code' or 'CPT Code' (Dependent on Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations')
  23. 'Program' (To be employed by future Avatar Cal-PM update - Will display 'All Programs (NONE)' in report information)
  24. 'Practitioner Category' (To be employed by future Avatar Cal-PM update - Will display 'All Practitioner Categories (NONE)' in report information)
  25. 'Effective Date'
  26. Expiration Date'
  27. 'Authorization Number'
  28. Open Crystal Reports or other SQL reporting tool.
  29. Where Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is disabled - In Avatar Cal-PM SQL table 'SYSTEM.table_payor_auths', ensure that data row(s) are added/updated on filing of 'Payor Based Authorizations' form and contain values/information filed via form for all applicable fields.
  30. Where Avatar Cal-PM Registry Setting 'Enable CPT Based Payor Authorizations' is enabled - In Avatar Cal-PM SQL table 'SYSTEM.table_payor_auths_cpt', ensure that data row(s) are added/updated on filing of 'Payor Based Authorizations' form and contain values/information filed via form for all applicable fields.
Scenario 5: Eligibility Inquiry (270) Request field validation
Specific Setup:
  • The following registry setting is enabled: 'Avatar PM->Billing->Electronic Submissions->Eligibility Inquiry & Response (270/271)->->Enable 270/271 Transaction Sets'.
Steps
  1. Open 'Eligibility Inquiry (270) Request'.
  2. Verify the 'CPT-4 Code' field contains the AMA Trademark 'CPT® Codes'.
  3. Verify the AMA copyright notice is displayed at the bottom of the form: 'CPT copyright 2021 American Medical Association. All rights reserved.'
Scenario 6: Eligibility Inquiry and Response (270/271) Report field validation
Steps
  1. Open 'Eligibility Inquiry and Response (270/271) Report'.
  2. Enter the 'Client ID' for the client that is not rejected.
  3. Verify the AMA Trademark displays 'CPT® Codes' above the 'CPT-4 Code' field.
  4. Verify the AMA Copyright Notice displays on the bottom of the form: 'CPT copyright 2021 American Medical Association. All rights reserved.'.
  5. Close the form.
CPT Code copyright notice is added to Avatar forms.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CPT Code Definition (PM)
Scenario 1: Service Fee/Cross Reference Maintenance - field validations
Steps
  1. Access the 'Service Fee/Cross Reference Maintenance' form.
  2. Verify the AMA Trademark displays 'CPT® Codes' above the 'CPT Code' field.
  3. Verify the AMA Copyright Notice displays on the bottom of the form: 'CPT copyright 2021 American Medical Association. All rights reserved.'.
  4. Close the form.
Avatar PM is enhanced with updated CPT codes.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CPT Code Definition (PM)
Scenario 1: CPT Codes: Annual code update
Steps
  1. Open Avatar PM 'CPT Code Definition' form.
  2. Click [Print CPT Codes].
  3. A list of the current CPT Codes will display.
  4. Review the list to assure new codes have been added.
  5. Click [Close].
Topics
• NX • CPT License Count Report • Program Maintenance • Service Authorizations • Eligibility Inquiry (270) Request • Eligibility Response (271) • Service Fee/Cross Reference Maintenance • CPT Codes
Update 43 Summary | Details
'Call Intake' is enhanced to add additional fields.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Intake
Scenario 1: Validate 'Call Intake' is not permitted for a client active in any program when Registry Setting 'Disallow Call Intakes For Program Types' is set to 'A'.
Specific Setup:
  • Registry Setting 'Disallow Call Intakes For Program Types' is set to 'A'. This setting will not allow any clients with active programs from being added in the 'Call Intake' form.
Steps
  1. Open 'Call Intake' form.
  2. Select a client with any active program.
  3. Verify the following message displays: 'Client is currently active. Only clients discharged from all programs or client in call status without a MR # can be accessed in this function.'
  4. Click [OK].
  5. The form will close.
Scenario 2: Registry Setting "Require Client's Address and Phone Number" is added to the admission form.
Specific Setup:
  • Registry Setting "Require Client's Address and Phone Number" is set to "Y". This setting will make the Client's Address and Phone Number required on the 'Admission', 'Admission (Outpatient)', 'Discharge','Discharge (Outpatient)', 'Pre Admit', 'Pre Admit Discharge', and 'Call-Intake' forms.
Steps
  1. Open the 'Call Intake' form
  2. Add a new client and leave the following fields blank:
  3. Client's Address - Street
  4. Client's Address - City
  5. Client's Address - State
  6. Client's Address - Zip Code
  7. Client's Phone Number - Home
  8. Click [Submit]
  9. Verify a message displays indicating that the above fields are required.
  10. Complete all required fields
  11. Click [Submit].
  12. Open the 'Call Intake' form for the same client.
  13. Verify the client address and phone number fields are populated.
Scenario 3: Registry Setting 'Add Demographics to Call Intake' is added to the 'Call Intake' form.
Specific Setup:
  • Registry Setting 'Add Demographics to Call Intake' is set to 'Y'. This setting will add the 'Demographics' tab and 'Sex', 'Date of Birth', 'Age', and 'Social Security Number' to the Call Intake form.
Steps
  1. Open 'Call Intake'.
  2. Set 'Last Name' to any last name (not an existing client).
  3. Set 'First Name' to any first name.
  4. Select any gender in the 'Sex' drop down list
  5. Click [Search].
  6. Click [New Client].
  7. Click [Call] in the 'Call Or Walk-in' field.
  8. Set the 'Caller Name' to any LastName,FirstName.
  9. Set the 'Call Date' to any date.
  10. Set the 'Call Time' to any time.
  11. Select any value from the 'Program' drop down list.
  12. Select any value from the 'Disposition' drop down list.
  13. Enter any text in the 'Comments for the call intake' text box.
  14. Set the 'Date of Birth' to any date in the past.
  15. Set the 'Social Security Number' to any SSN.
  16. Click the 'Demographics' tab.
  17. Select any value in the 'Prefix' drop down list.
  18. Set the 'Client's Address - Street' to any address.
  19. Set the 'Client's Address - Zipcode' to any zipcode.
  20. Set the 'Client's Home Phone' to any phone number.
  21. Set the 'Client's Work Phone' to any phone number.
  22. Set the 'Client's Cell Phone' to any phone number.
  23. Set the 'Client's Email Address' to any email address.
  24. Select any value in the 'Communication Preference' field.
  25. Select any value in the 'Primary Language' drop down list.
  26. Select any value in the 'Client Race' drop down list.
  27. Select any value in the 'Other Race(s)' list.
  28. Select any value in the 'Ethnic Origin' drop down list.
  29. Select any value from the 'Religion' drop down list.
  30. Set the 'Place of Birth' to any value.
  31. Select any value from the 'Marital Status' drop down list.
  32. Select any value from the 'Education' drop down list.
  33. Select any value from the 'Employment Status' drop down list.
  34. Select any value from the 'Occupation' drop down list.
  35. Select any value from the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field.
  36. Select any value from the 'Smoker' drop down list.
  37. Set the 'Smoking Status Assessment Date' to any date.
  38. Set the 'Client's Mailing Address - Street' to any address.
  39. Set the 'Client's Mailing Address - Street 2' to any address.
  40. Set the 'Client's Mailing Address - Zipcode' to any zipcode.
  41. Set the 'Client's Mailing Address - City' to any City.
  42. Set the 'Client's Mailing Address - State' to any State.
  43. Select any value from the 'Client's Mailing Address - County' field.
  44. Click [Submit].
  45. Open the 'Call Intake' form for the same client.
  46. Verify the Demographic data is retained and correct.
  47. Close the form.
Scenario 4: Registry Setting 'Add SSN to Call Intake' is added to the 'Call Intake' form.
Specific Setup:
  • Registry Setting 'Add SSN to Call Intake' is set to 'Y'. Selecting 'Y' makes 'Social Security Number' field visible in the 'Call Intake' form. Select 'N' to make this field invisible.
Steps
  1. Open 'Call Intake' form.
  2. Select any existing client with a 'Call Intake' record.
  3. Select the client Episode.
  4. Click [Edit].
  5. Navigate to the 'Social Security Number' field at the bottom of the 'Call Intake' form.
  6. Enter the SSN for the client.
  7. Click [Submit].
  8. Open the 'Call Intake' form for the same client.
  9. Verify the SSN is displayed as entered.
  10. Close the form.
Scenario 5: Registry Setting 'Add Mailing Address' includes the 'Call Intake' form.
Specific Setup:
  • Registry Setting 'Add Mailing Address' is set to 'Y'. This setting will add the mailing address to multiple forms: 'Admission', 'Admission(Outpatient)', 'Call Intake, 'Discharge', 'Discharge(Outpatient)', 'Pre-Admit', 'Pre-Admit Discharge', and 'Update Client Data' forms.
Steps
  1. Open 'Call Intake'.
  2. Set 'Last Name' to any last name (not an existing client).
  3. Set 'First Name' to any first name.
  4. Select any gender in the 'Sex' drop down list
  5. Click [Search].
  6. Click [New Client].
  7. Click [Call] in the 'Call Or Walk-in' field.
  8. Set the 'Caller Name' to any LastName,FirstName.
  9. Set the 'Call Date' to any date.
  10. Set the 'Call Time' to any time.
  11. Select any value from the 'Program' drop down list.
  12. Select any value from the 'Disposition' drop down list.
  13. Enter any text in the 'Comments for the call intake' text box.
  14. Set the 'Date of Birth' to any date in the past.
  15. Set the 'Social Security Number' to any SSN.
  16. Click the 'Demographics' tab.
  17. Set the 'Client's Mailing Address - Street' to any address.
  18. Set the 'Client's Mailing Address - Street 2' to any address.
  19. Set the 'Client's Mailing Address - Zipcode' to any zipcode.
  20. Set the 'Client's Mailing Address - City' to any City.
  21. Set the 'Client's Mailing Address - State' to any State.
  22. Select any value from the 'Client's Mailing Address - County' field.
  23. Click [Submit].
  24. Open the 'Call Intake' form for the same client.
  25. Verify the Mailing Address data is retained and correct.
  26. Close the form.
Scenario 6: Validate 'Call Intake' is not permitted for a client active in any Inpatient program when Registry Setting 'Disallow Call Intakes For Program Types' is set to 'I'.
Specific Setup:
  • Client active in any Inpatient program
  • Registry Setting 'Disallow Call Intakes For Program Types' is set to 'I'.
Steps
  1. Open 'Call Intake' form.
  2. Select a client with any active program.
  3. Verify the following message displays: 'Client is currently active. Only clients discharged from all programs or client in call status without a MR # can be accessed in this function.'
  4. Click [OK].
  5. The form will close.
Scenario 7: Validate 'Call Intake' is permitted for a client active in any Outpatient program when Registry Setting 'Disallow Call Intakes For Program Types' is set to 'I'.
Specific Setup:
  • Client active in any Outpatient program
  • Registry Setting 'Disallow Call Intakes For Program Types' is set to 'I'.
Steps
  1. Open 'Call Intake' form for any client with an active Outpatient program episode.
  2. Select any value in the 'Call Or Walk-In' field.
  3. Select any value in the 'Caller Type' drop down list.
  4. Set the 'Call Date' to any date.
  5. Set the 'Call Time' to any time.
  6. Select any value in the 'Disposition' drop down list.
  7. Select any value in the 'Caller Intake/Comments' text box.
  8. Complete any required fields.
  9. Click [Submit].
Scenario 8: Validate 'Call Intake' is always permitted when Registry Setting 'Disallow Call Intakes For Program Types' is set to 'N'.
Specific Setup:
  • Registry Setting 'Disallow Call Intakes For Program Types' is set to 'N'.
Steps
  1. Open 'Call Intake' form for any client with any active program episode.
  2. Select any value in the 'Call Or Walk-In' field.
  3. Select any value in the 'Caller Type' drop down list.
  4. Set the 'Call Date' to any date.
  5. Set the 'Call Time' to any time.
  6. Select any value in the 'Disposition' drop down list.
  7. Select any value in the 'Caller Intake/Comments' text box.
  8. Complete any required fields.
  9. Click [Submit].
Topics
• Registry Settings • NX • Call Intake
2021 Update 57 Summary | Details
Accounts Receivable Management Widget - Add Claim Balance to filters and grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • View Definition
  • Dynamic Form - View Definition - Select Views
  • NX View Definition
  • Dynamic Form - NX View Definition
  • User Definition
  • Financial Eligibility
  • Client Ledger
  • Client Charge Input
  • Guarantors/Payors
  • Electronic Billing
  • Diagnosis
  • Dynamic Form - Add To Problem List
  • Program Maintenance
Scenario 1: Accounts Receivable Console - AR List - Search Filters
Specific Setup:
  • Agency uses the 'Accounts Receivable Console'.
  • 'AR Console User Defaults Setup' has been used to give the test access:
  • Select All 'Financial Classes', All 'Guarantors', All 'Treatment Settings', All 'Programs', All 'Client Last Name Initials to be Worked'.
  • The 'Accounts Receivable Console' widget has been added to the tester's home view.
  • Client 1, note the following: The clients last name initial, Note the client’s program, has three unpaid claims,
  • Use 'Client Ledger' to note the 'Guarantor', 'Claim Numbers', 'Date' (service date), 'Date Billed', 'Total amount due for each claim'.
  • A 'Claim-Follow-Up' record has been created for the first claim in the Accounts Receivable Console. Add values to the following fields, noting the values 'Follow-Up Date', 'Next Follow-Up Date', 'Follow-Up Status', 'Comments', 'Followed-Up' = Yes.
  • Client 2, note the following, clients last name initial, the client’s program, has three unpaid claims.
  • Use 'Client Ledger' to note the 'Guarantor', 'Claim Numbers', 'Date' (service date which should be after the service date for Client 1), 'Date Billed', 'Total amount due for each claim'.
  • The 'System Task Scheduler' has been used to process the 'Auto AR Batch Update' after the claims were created.
Steps
  1. Access the 'Accounts Receivable Console'.
  2. Verify that 'User Defaults' is the signed in user.
  3. Verify that 'Financial Classes' has all items selected.
  4. Verify that 'Treatment Settings' has all items selected.
  5. Verify that 'Client Last Name Initials to be Worked' has all items selected.
  6. Verify that 'Guarantors' has all items selected.
  7. Verify that 'Programs' has all items selected.
  8. Verify that 'Aged over # Days' is null.
  9. Verify that 'Claim #' is null.
  10. Verify that 'Client' is null.
  11. Verify that 'Service Date From' is null.
  12. Verify that 'Service Date From' is null.
  13. Verify that 'Service Date To' is null.
  14. Verify that 'Next Follow-Up Date From' is null.
  15. Verify that 'Next Follow-Up Date To' is null.
  16. Verify that 'Exclude Claims with Last Follow-Up Date Within Past # Days' is null.
  17. Verify that 'Claim Follow-Up Record Exists' is null.
  18. Verify that 'Claim Follow-Up Status' is null.
  19. Verify existence of 'Reset Default' button.
  20. Verify existence of 'Search' button.
  21. Deselect the 'Financial Class' for the guarantor of Client 1.
  22. Validate that 'Guarantors' does not contain the guarantor of Client 1.
  23. Deselect the 'Treatment Setting' for the program of Client 1.
  24. Validate that 'Programs' does not contain the program of Client 1.
  25. Click [Reset Default].
  26. Verify that 'Financial Classes' has all items selected.
  27. Verify that 'Treatment Settings' has all items selected.
  28. Verify that 'Guarantors' has all items selected.
  29. Verify that 'Programs' has all items selected.
  30. Deselect the 'Client Last Name Initials to be Worked' for Client 2.
  31. Click [Search].
  32. Verify that no claims for Client 2 are included in the 'Claims with Outstanding Receivables' grid.
  33. Click [Reset Default].
  34. Enter a value in 'Aged Over # Days' that would allow the oldest claim for the test clients to display. The 'Date Billed' determines the number of aged days.
  35. Click [Search].
  36. Validate that the claims for client 1 and the claims for client 2 are included in the 'Claims with Outstanding Receivables' grid.
  37. Click [Reset Default].
  38. Set 'Claim #' to a claim number for Client 2.
  39. Click [Search].
  40. Verify that only that claim for Client 2 is included in the 'Claims with Outstanding Receivables' grid.
  41. Click [Reset Default].
  42. Set 'Client' to Client 1.
  43. Click [Search].
  44. Verify that no claims for Client 2 are included in the 'Claims with Outstanding Receivables' grid.
  45. Click [Reset Default].
  46. Set 'Service Date From' to the fist service date for 'Client 1'.
  47. Set 'Service Date From' to the second service date for 'Client 1'.
  48. Click [Search].
  49. Verify that only claims 1 and 2 are included for Client in the 'Claims with Outstanding Receivables' grid.
  50. Click [Reset Default].
  51. Enter the 'Next Follow-Up Date' from Setup.
  52. Click [Search].
  53. Verify that the first claim for Client 1 is included in the 'Claims with Outstanding Receivables' grid.
  54. Click [Reset Default].
  55. Enter a value in 'Exclude Clients with Last Follow-Up Date Within the Past # Days that would include the 'Follow-Up Date' from Setup.
  56. Click [Search].
  57. Verify that the 'Claims with Outstanding Receivables' grid does not include the first claim for Client 1.
  58. Click [Reset Default].
  59. Set 'Claim Follow-Up Record' Exists' to 'Yes'.
  60. Click [Search].
  61. Click [Reset Default].
  62. Set 'Claim Follow-Up Record' Exists' to 'Yes'.
  63. Click [Search].
  64. Verify that the 'Claims with Outstanding Receivables' grid includes the first claim for Client 1.
  65. Click [Reset Default].
  66. Set 'Claim Follow-Up Status' to value from SETUP.
  67. Click [Search].
  68. Verify that the 'Claims with Outstanding Receivables' grid includes the first claim for Client 1.
  69. Click [Reset Default].
  70. Verify that the following fields are null: 'Aged over # Days', 'Claim #', 'Client', 'Service Date From', 'Service Date To', 'Next Follow-Up Date From', 'Next Follow-Up DateTo', Exclude Claims with Last Follow-Up Date Within Past # Days', Claim Follow-Up Record Exists' and Claim Follow-Up Status'.
  71. Click [Reset Default].
  72. Set "Claim Balance From" to a minimum claim balance amount to filter on.
  73. Set "Claim Balance To" to a maximum claim balance amount to filter on.
  74. Click [Search].
  75. Validate the "Claim Balance" columns in the "Claims with Outstanding Receivables" table contains balances that are between the "Claim Balance From - Claim Balance To" range.
  76. Double click on the column heading for "Claim Balance" column.
  77. Validate the rows are sorted in "Claim Balance" order.
Scenario 2: Account Receivable Console - Add Claim Follow-Up/Notes
Specific Setup:
  • Note the tester's 'User Definition', 'User Description'.
  • Registry Setting:
  • Set the 'Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality' registry setting to "Yes".
  • Accounts Receivable functionality has been defined.
  • Identify a client with three or more unpaid claims.
  • Note the client's last name initial, ID, admission program.
  • Note the guarantor the claim liability distributed to.
  • Use ‘AR Console User Defaults’ to give the tester access to the following:
  • First initial of the client's last name.
  • Admission program
  • Guarantor the claim liability distributed to.
  • Use ‘System Task Scheduler’ to process the ‘Auto AR Batch’ after the claims were created.
Steps
  1. Access the ‘AR Console’.
  2. Enter the desired ‘Client’.
  3. Enter desired dates in ‘Service Date From’ and ‘Service Date To’.
  4. Click [Search].
  5. Validate that the claims display in the ‘Claims with Outstanding Receivables’ grid.
  6. Select one claim row, noting the claim number.
  7. Click [Add Claim Follow-Up/Notes].
  8. Validate that ‘Claim Follow-Up’ contains the selected claim number.
  9. Enter desired value in ‘Edit Payer ICN#’.
  10. Select desired value in ‘Claim Submission Reason Code’.
  11. Go to the ‘Follow-Up Notes’ section.
  12. Verify that a row has been created for the current date and with a comment of ‘AR Console Follow-Up Created’.
  13. Click [New Row].
  14. Enter desired values for ‘Follow-Up Date’ and ‘Comments’ at a minimum. Data may be added to other fields if desired.
  15. Click [File Updates].
  16. Click [OK].
  17. Click [AR List] to return to the first section of the form.
  18. Select the same claim in the ‘Claims with Outstanding Receivables’ grid.
  19. Click [Add Claim Follow-Up/Notes].
  20. Validate that the data added to the ‘Edit Payer ICN#’ and 'Claim Submission Reason Code’ fields displays correctly.
  21. Go to the ‘Follow-Up Notes’ section.
  22. Verify that the row created by with the comment of ‘AR Console Follow-Up Created’ displays correctly.
  23. Verify that the new row that was added displays the submitted data correctly.
  24. Click [AR List] to return to the first section of the form.
  25. Repeat steps 6 -24, selecting a minimum of two claims in the ‘Claims with Outstanding Receivables’ grid, and toggling between the claims in the ‘Claim Follow-Up Entry' section.
Scenario 3: Avatar NX - AR Console widget
Specific Setup:
  • The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console Configuration. Note the values.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console User Defaults Setup. Note the value for the signed in tester and at least one other user.
  • The 'Accounts Receivable Console' widget is on the tester's homeview.
  • The 'AR Console Configuration' form has been submitted.
  • The 'AR Console User Defaults Setup' form has been submitted.
  • Unpaid claimed services exist.
  • The 'System Task Scheduler', 'AR Auto Batch Update' has been processed.
  • A client must have an existing episode (Client A).
Steps
  1. Access the Avatar NX - AR Console widget.
  2. Validate that the 'User Defaults' defaults to the signed in user.
  3. Validate that the values selected in the 'AR Console User Defaults Setup' form are defaulted in the widget.
  4. Click [Search].
  5. Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts.
  6. Click [Reset Default]. Note: It will be necessary to click [Reset Default] after each search.
  7. Enter the desired date in the 'Next Follow-Up Date From' field.
  8. Click [Search].
  9. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
  10. Clear the 'Next Follow-Up Date From' field.
  11. Click [Search].
  12. Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts is back to what it was.
  13. Click [Reset Default].
  14. Validate no claims are displayed.
  15. Click the 'Advanced Filters' link.
  16. Select desired search options to narrow the search results.
  17. Click [Apply].
  18. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
  19. Click [Clear Advanced Filters].
  20. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are the same as the original results.
  21. Click [Reset Default].
  22. Select 'No' in 'Claim Follow-Up Records Exist'.
  23. Click [Search].
  24. Select "Client A" in the 'Claims with Outstanding Receivables' grid. Note the client and claim numbers.
  25. Validate that services display in the 'Claim Service Information' grid.
  26. Right click on a service in the 'Claim Service Information' grid and select the 'Add/Edit Authorizations' option.
  27. Validate that the authorization form selected in the 'AR Console Configuration' form opens.
  28. If desired, add an authorization record.
  29. Close the authorization form.
  30. Validate that you are returned to the AR Console widget.
  31. Right click on a service in the 'Claim Service Information' grid and select the 'Service History'.
  32. Validate that the 'Service History' grid opens, and that the data displays correctly.
  33. Click [Close/Cancel].
  34. Validate that [Add Claim Follow-Up/Note] and [Post Transaction] buttons are available.
  35. Click [Add Claim Follow-Up/Note]
  36. Validate that the 'Claim Follow-Up Entry' section opens.
  37. Validate that the 'Client' is the client selected in the 'Claims with Outstanding Receivables' grid.
  38. Validate that the 'Claim Follow-Up' contains a claim for the client selected in the 'Claims with Outstanding Receivables' grid.
  39. Validate that the 'Follow-Up Notes' section contains a note with:
  40. 'Follow-Up Date' equal to the current date.
  41. 'Comments' equal to 'AR Console Follow-Up Created'.
  42. 'Entry Date' equal to current date.
  43. 'Entered By' equal to logged in tester.
  44. Click [New Row].
  45. Copy/paste any value into the 'Comments' field and validate it displays in the grid.
  46. Select the entry in the 'Follow Up Notes' field and press the "Delete" key.
  47. Validate and 'Confirm Delete' dialog stating: "Are you sure you want to delete these rows?"
  48. Click [Yes] and validate the row is deleted.
  49. Click [New Row].
  50. Add desired values and click [File Updates].
  51. Click [OK].
  52. Double click the row added and click [Copy Note].
  53. Select the claim to copy the note row to.
  54. Click [Save].
  55. Click [File Updates].
  56. Click [OK].
  57. Change the 'Claim Follow-Up' to the claim the note row was copied to.
  58. Validate that the 'Follow-Up Notes' section contains the copied row.
  59. If desired, add values to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons'.
  60. Click [File Updates].
  61. Click [OK].
  62. Click 'AR List'.
  63. Validate that the 'AR List' section opens.
  64. Click 'Claim Follow-Up Entry'.
  65. Validate that the 'Claim Follow-Up Entry' section opens.
  66. Validate that the 'Client' is the same client.
  67. Validate that the 'Claim Follow-Up' is the same claim that was last accessed.
  68. Validate that the desired values added to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons' exist.
  69. Validate that the 'Follow-Up Notes' section contains the two note rows.
  70. Click the 'Undock' widget icon,
  71. Validate a new session of the Accounts Receivable Console widget opens and the 'User Defaults' is the signed in user.
  72. Click [Search].
  73. Select a claim in the 'Claims with Outstanding Receivables' grid.
  74. Click [Post Transaction].
  75. Note the 'Claim #', 'Service Date / Service Code'.
  76. Enter a 'Posting Date'.
  77. Enter a 'Date of Receipt'.
  78. Note the 'Current Balance'.
  79. Select a 'Transaction Type'.
  80. Enter a partial amount of the 'Current Balance' in 'Amount'.
  81. Select a 'Posting Code'.
  82. If applicable, enter values in 'Transfer To' and 'Check Number'.
  83. Note the value of 'New Balance'.
  84. Click [New Row].
  85. Validate that the 'Current Balance' is equal to the 'New Balance'.
  86. Select a 'Transaction Type'.
  87. Enter an 'Amount'
  88. Select a 'Posting Code'.
  89. If applicable, enter values in 'Transfer To' and 'Check Number'.
  90. Note the value of 'New Balance'.
  91. Click [File].
  92. Click [OK].
  93. Click [Close].
  94. Click [X] to close the new session of the Accounts Receivable Console widget.
  95. Validate that you are returned to the original session of the Accounts Receivable Console widget.
Topics
• Accounts Receivable Management