Avatar Cal-PM 2022 Update 59

Last updated
Save as PDF

Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Product Update Form Description

The Electronic 837 Institutional process is updated to set statement dates to the date of service in the 2300-DTP-03 segment.

Included Updates

9, 10, 14, 15, 19, 21, 25, 28, 30, 37, 38, 40, 48, 58

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-77015 Details \| User Acceptance Tests 'Electronic Billing' - 837 Institutional 2300-DTP Statement Dates The Avatar Cal-PM 'Electronic Billing' 837 Institutional process is updated to set 2300-DTP-03 statement dates to the date(s) of service included in claim for Inpatient and Outpatient bill types. Value Added: Updates 'Electronic Billing' 837 Institutional 2300-DTP-03 values	Topics • Electronic Billing

Acceptance Tests

AV-77015 Summary | Details

'Electronic Billing' - 837 Institutional 2300-DTP Statement Dates

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Electronic Billing
Registry Settings (PM)

Scenario 1: 'Electronic Billing' - Verification of 837 Institutional 2300-DTP Claim Statement Date Information

Specific Setup:

Avatar Cal-PM Registry Setting 'Claim Statement Dates Format (RD8)' may optionally be enabled
One or more service(s) eligible for Avatar Cal-PM 837 Institutional file inclusion (via 'Electronic Billing' form)

Steps

Open Avatar Cal-PM 'Electronic Billing' form.
Note - Acceptance testing may also be confirmed via Avatar Cal-PM 'Quick Billing' form/functionality.
Select '837 Institutional' in the 'Billing Form' field.
Select 'Sort File' in the 'Billing Options' field.
Enter/select 837 Institutional file sorting criteria.
Click 'Process' button to sort/generate 837 Institutional file.
Select 'Dump File' in the 'Billing Options' field (or select 'Create File On Server' to review output file directly).
Select 'Print' in the 'Print Or Delete Report' field.
Select 837 Institutional file sorted which includes services (for 'Inpatient' or 'Outpatient' Billing Type), and click 'Process' button to display 837 Institutional outbound file data.
In Avatar PM 837 Institutional format outbound electronic billing file data, ensure that 2300-DTP-03 Claim Statement Dates loop/segment reflects earliest/latest service date(s) of all service(s) included in claim.
Examples:
DTP*434*RD8*20221001-20221004~
DTP*434*D8*20221001~
In Avatar PM 837 Institutional format outbound electronic billing file data - in case where 'Claim Statement Dates Format (RD8)' Registry Setting is enabled and field 'Express Claim Statement Dates In RD8 Format' is set to 'Yes' for applicable 'Guarantor/Program Billing Defaults' template, ensure that 2300-DTP-03 Claim Statement Dates loop/segment reflects earliest/latest service date(s) of all service(s) included in claim (expressed in 'RD8' format even if single date of service).
Example:
DTP*434*RD8*20221002-20221002~

Topics

• Electronic Billing