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Avatar Cal-PM 2022 Update 48

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Product Update Form Description

Add "Claim Follow Up Notes" Import to File Import.

Included Updates

9, 10, 19, 38, 40

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
File Import - 'Claim Follow-Up Notes' Support
The 'Claim Follow-Up Notes' file type has been added to the Avatar Cal-PM 'File Import' form.
The 'File Import' form is updated to include/support the 'Claim Follow-Up Notes' file type/selection in Avatar Cal-PM. The 'Claim Follow-Up Notes' File Import file type/selection allows for import of Claim Follow-Up/Claim Follow-Up Notes information for claims/services in system.
Value Added: 'Claim Follow-Up Notes' File Import is added
Topics
• Claim Follow-up • File Import
 
Acceptance Tests
AV-70363 Summary | Details
File Import - 'Claim Follow-Up Notes' Support
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • File Import - Compile/Post Report
  • File Import - Error Report
Scenario 1: 'File Import' - Verification of 'Claim Follow-Up Notes' Import
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Claim Follow-Up' must be enabled
  • Client with claim(s)/services(s) eligible for Claim Follow-Up/Claim Follow-Up Notes entry/import in Avatar Cal-PM
  • Avatar Cal-PM 'Claim Follow-Up Notes' Import File containing one or more valid import rows
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'File Import' form.
  2. Select File Type 'Claim Follow-Up Notes'.
  3. Select 'Upload New File' in 'Action' field and Click 'Process Action' button.
  4. Select Avatar Cal-PM 'Claim Follow-Up Notes' import file and click 'Open' button.
  5. Select 'Compile/Validate File' in 'Action' field.
  6. Select loaded Claim Follow-Up Notes import file and click 'Process Action' button.
  7. Ensure that 'Compile/Validate File' action completes, and message 'Compiled' or '(File Name) contains one or more errors. These errors can be reviewed using 'Print Errors' action' is displayed.
  8. Click 'OK' button.
  9. Select 'Print File' in 'Action' field.
  10. Select compiled Claim Follow-Up Notes import file and click 'Process Action' button to view report.
  11. In File Import 'Claim Follow-Up Import' report, ensure that valid Claim Follow-Up Notes entries are successfully compiled/included in report (including Import File Line Number, 'Client ID', 'Client Name', 'Client Number', Follow-Up Date', etc.)
  12. Select 'Post File' in 'Action' field.
  13. Select compiled Claim Follow-Up Notes import file and click 'Process Action' button.
  14. Ensure that 'Post' action completes, and message 'Posted' and/or 'The selected file contains one or more lines with compilation errors. Only those lines without compilation errors will be posted' is displayed.
  15. Open Avatar Cal-PM 'Claim Follow-Up' form.
  16. Note, Claim Follow-Up Notes information posted via 'File Import' form may also be confirmed via the 'Claim Follow-Up Notes Report' form/report
  17. Select client where Claim Follow-Up/Claim Follow-Up Notes have been filed via 'File Import' form.
  18. Select 'Edit' in 'Add, Edit Or Delete Claim Follow-Up' field.
  19. Select Claim/Claim Follow-Up entry filed via 'File Import' form in 'Select Claim Follow-Up to Edit Or Delete' field.
  20. Ensure that Claim Follow-Up field values ('Insurance Based Denial Reason', etc.) reflect information filed via 'File Import' form.
  21. In Claim Follow-Up Notes section of form, select 'Edit' in 'Add, Edit Or Delete Row' field.
  22. Select Claim Follow-Up Note entry filed via 'File Import' form in 'Select Row to Edit Or Delete' field.
  23. Ensure that Claim Follow-Up Note field values ('Follow-Up Date', 'Completion Date', 'Follow-Up Status', etc.) reflect information filed via 'File Import' form.
  24. Open Crystal Reports or other SQL reporting tool.
  25. In Avatar Cal-PM SQL table 'SYSTEM.file_import_clm_follow_up', ensure that all compiled and/or posted File Import rows are present in SQL data and reflect values imported/compiled/posted via 'File Import' form 'Claim Follow-Up Notes' file type selection.
Scenario 2: 'File Import' - Verification of 'Claim Follow-Up Notes' Import Error Reporting
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Claim Follow-Up' must be enabled
  • Client with claim(s)/services(s) eligible for Claim Follow-Up/Claim Follow-Up Notes entry/import in Avatar Cal-PM
  • Avatar Cal-PM 'Claim Follow-Up Notes' Import File containing one or more invalid import rows
Steps
  1. Open Avatar Cal-PM 'File Import' form.
  2. Select File Type 'Claim Follow-Up Notes'.
  3. Select 'Upload New File' in 'Action' field and Click 'Process Action' button.
  4. Select Avatar Cal-PM 'Claim Follow-Up Notes' import file and click 'Open' button.
  5. Select 'Compile/Validate File' in 'Action' field.
  6. Select loaded Claim Follow-Up Notes import file and click 'Process Action' button.
  7. Ensure that 'Compile/Validate File' action completes, and message '(File Name) contains one or more errors. These errors can be reviewed using 'Print Errors' action' is displayed.
  8. Click 'OK' button.
  9. Select 'Print Errors' in 'Action' field.
  10. Select compiled Claim Follow-Up Notes import file and click 'Process Action' button to view report.
  11. In 'Claim Follow-Up Notes File Import Errors' report, ensure that invalid Claim Follow-Up Notes File Import rows/entries are displayed with error message/detail, including Import File Line Number, Column/Field Name, Import File Data Value and Error Message/Condition information.
  12. Claim Follow-Up Notes File Import error message examples:
  13. 'Missing required field'
  14. 'Invalid Client ID'
  15. 'Invalid Claim Number'
  16. 'Next Follow-Up Date cannot be a past date'
  17. 'Invalid dictionary code'
Topics
• Claim Follow-up • File Import