Skip to main content

Avatar Cal-PM 2022 Update 11

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2021 Update 43

Product Update Form Description

An issue is resolved where Medi-Cal Eligibility fields were not saved after being filed and submitted in the 'Financial Eligibility' form.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Financial Eligibility - Medi-Cal Eligibility fields
Resolves an issue to ensure that the Medi-Cal eligibility information are saved successfully after submission of the 'Financial Eligibility' form. KB0069134 v0.01
Topics
• Financial Eligibility • NX
 
Acceptance Tests
AV-78492 Summary | Details
Financial Eligibility - Medi-Cal Eligibility fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Dynamic form- Social Security Number
  • Financial Eligibility
  • Guarantors/Payors
Scenario 1: Financial Eligibility - Add/Edit/Delete financial eligibility record
Specific Setup:
  • Guarantor/Payors:
  • An existing guarantor is identified. Note the guarantor code/name.
  • Admission:
  • A new client is created or an existing client is identified who does not have 'Fast Financial Eligibility', 'Family Financial Eligibility', 'Financial Eligibility', or 'Cross Episode Financial Eligibility' records created. Note the client id/ name.
Steps
  1. Select "Client A" and open the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' tab.
  3. Validate the 'Guarantor Information' grid is required.
  4. Validate the 'Guarantor #' field is required.
  5. Select any value from the 'Guarantor #' field.
  6. Validate the 'Guarantor Plan' field is required.
  7. Select any value from the 'Guarantor Plan' field.
  8. Validate the 'Customize Guarantor Plan' field is required.
  9. Select any value from the 'Customize Guarantor Plan' field.
  10. Validate the 'Eligibility Verified' field is required.
  11. Select any value from the 'Eligibility Verified' field.
  12. Validate the 'Coverage Effective Date' field is required.
  13. Set the 'Coverage Effective Date' field to any value.
  14. Validate the 'Client's Relationship To Subscriber' field is required.
  15. Select any value from the 'Client's Relationship To Subscriber' field.
  16. Validate the 'Subscriber's Name' field is required.
  17. Enter any value in the 'Subscriber's Name' field.
  18. Validate the 'Subscriber's Address - Street Line 1' field is required.
  19. Enter any value in the 'Subscriber's Address - Street Line 1' field.
  20. Validate the 'Subscriber Address - Zip' field is required.
  21. Enter any value in the 'Subscriber Address - Zip' field.
  22. Validate the 'Subscriber Address - City' field is required.
  23. Enter any value in the 'Subscriber Address - City' field.
  24. Validate the 'Subscriber Address - State' field is required.
  25. Select any value in the 'Subscriber Address - State' field.
  26. Validate the 'Subscriber's Social Security #' field is required.
  27. Enter any value in the 'Subscriber's Social Security #' field.
  28. Validate the 'Subscriber Sex' field is required.
  29. Select any value in the 'Subscriber Sex' field.
  30. Validate the 'Subscriber Assignment Of Benefits' field is required.
  31. Select any value from 'Subscriber Assignment Of Benefits' field.
  32. Validate the 'Subscriber Release of Info' field is required.
  33. Select any value from the 'Subscriber Release of Info' field.
  34. Validate the 'Subscriber's Covered Days' field is required.
  35. Validate the 'Maximum Covered Dollars' field is required.
  36. Select the 'Financial Eligibility' tab.
  37. Select the Guarantor previously defined in the 'Guarantor #1' field.
  38. Click [Submit].
  39. Select "Client A" and open the 'Financial Eligibility' form.
  40. Edit the financial eligibility record that was entered.
  41. Validate the data entered is retrieved and displayed.
  42. Click [Add New Item].
  43. Validate that a new blank row is added.
  44. Click [Delete Selected Item].
  45. Validate the "Are you Sure?" dialogue.
  46. Click [Yes].
  47. Validate that the blank row is deleted successfully.
  48. Exit the form.


Scenario 2: Financial Eligibility - Validating medical eligibility fields upon adding/editing eligibility record for the client
Specific Setup:
  • Guarantor/Payors:
  • An existing guarantor is identified. Note the guarantor code/name.
  • Admission:
  • A new client is created or an existing client is identified who does not have financial eligibility record created. Note the client id/ name.
Steps
  1. Select desired client identified in the setup section.
  2. Open the 'Financial Eligibility' form.
  3. Select the 'Guarantor Selection' tab.
  4. Validate the 'Guarantor Information' grid is required.
  5. Validate the 'Guarantor #' field is required.
  6. Select any value from the 'Guarantor #' field.
  7. Validate the 'Guarantor Plan' field is required.
  8. Select any value from the 'Guarantor Plan' field.
  9. Validate the 'Customize Guarantor Plan' field is required.
  10. Select any value from the 'Customize Guarantor Plan' field.
  11. Validate the 'Eligibility Verified' field is required.
  12. Select any value from the 'Eligibility Verified' field.
  13. Validate the 'Coverage Effective Date' field is required.
  14. Set the 'Coverage Effective Date' field to any value.
  15. Validate the 'Client's Relationship To Subscriber' field is required.
  16. Select any value from the 'Client's Relationship To Subscriber' field.
  17. Validate the 'Subscriber's Name' field is required.
  18. Enter any value in the 'Subscriber's Name' field.
  19. Validate the 'Subscriber's Address - Street Line 1' field is required.
  20. Enter any value in the 'Subscriber's Address - Street Line 1' field.
  21. Validate the 'Subscriber Address - Zip' field is required.
  22. Enter any value in the 'Subscriber Address - Zip' field.
  23. Validate the 'Subscriber Address - City' field is required.
  24. Enter any value in the 'Subscriber Address - City' field.
  25. Validate the 'Subscriber Address - State' field is required.
  26. Select any value in the 'Subscriber Address - State' field.
  27. Validate the 'Subscriber's Social Security #' field is required.
  28. Enter any value in the 'Subscriber's Social Security #' field.
  29. Validate the 'Subscriber Sex' field is required.
  30. Select any value in the 'Subscriber Sex' field.
  31. Validate the 'Subscriber Assignment Of Benefits' field is required.
  32. Select any value from 'Subscriber Assignment Of Benefits' field.
  33. Validate the 'Subscriber Release of Info' field is required.
  34. Select any value from the 'Subscriber Release of Info' field.
  35. Validate the 'Subscriber's Covered Days' field is required.
  36. Validate the 'Maximum Covered Dollars' field is required.
  37. Enter desired date in the 'Effective Date of Medi-Cal Eligibility' field.
  38. Select desired code in the 'Eligibility Code' field.
  39. Select desired code in the 'Aid code' field.
  40. Enter desired value in the 'EVC Tracking Number' field.
  41. Select the 'Financial Eligibility' tab.
  42. Select the Guarantor previously defined in the 'Guarantor #1' field.
  43. Click [Submit].
  44. Select desired client from the setup section.
  45. Open the 'Financial Eligibility' form.
  46. Edit the financial eligibility record that was entered.
  47. Validate the data entered is retrieved and displayed correctly as entered.
  48. Submit the form.
Topics
• Financial Eligibility • NX

 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Page type
    Reference
  2. Tags
    1. content:release
    2. llm-no-index
    3. role:sysadmin
    4. search:ready