AR Console - Claim Follow-Up Entry
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- AR Console Configuration
- AR Console User Defaults Setup
- Client Ledger
- NX View Definition
- Registry Settings (PM)
- System Task Scheduler
- User Definition
- View Definition
Scenario 1: AR Console - Validating follow-up entry and services tables for the client/claim selected
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.
- Guarantors/Payors:
- An existing guarantor is identified to be used. Note the guarantor code/name.
- Service codes:
- An existing service code is identified to be used. Note the service code/description.
- Service Fee/ Cross Reference Maintenance:
- A fee definition is created for the service code identified in the ' Service Codes' form.
- Admission:
- An existing client is identified or a new client is admitted. Note client id, admission program, admission date.
- Financial Eligibility:
- A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
- Recurring Client Charge Input:
- 3-5 services are rendered to the client. Note service date, service code.
- Client Ledger:
- The service distributed correctly to the assigned guarantor.
- Electronic Billing:
- All the services are claimed. Note the claim numbers.
- 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.
- AR Console:
- A claim follow up note is created for the first service of the client. Note the information of the claim follow-up note.
Steps
- Access the ‘AR Console’.
- Enter desired client in the ‘Client' search box.
- Select a client identified in the setup section.
- Click [Search].
- Validate all the claims for the client are displayed in the ‘Claims with Outstanding Receivables’ grid.
- Select one claim row, noting the claim number.
- Validate the 'Claim Service Information' table displays all the services of the client / claim selected.
- Click [Add Claim Follow-Up/Notes].
- Validate the user is navigated to the 'Claim Follow-Up Entry' tab.
- Validate the 'Client' drop down field is populated with the selected client.
- Validate that ‘Claim Follow-Up’ drop down field contains the selected claim number.
- Validate the 'Services' table displays all the services attached to the client/claim selected.
- Validate the 'Follow-Up Notes' table contains any follow-up note created for the client/claim selected.
- Click [New row].
- Add another follow-up note for the client/claim.
- Click [File Updates].
- Go back to 'AR List' tab.
- Click [Reset Defaults].
- Enter desired client in the ‘Client' search box.
- Select a client identified in the setup section.
- Click [Search].
- Validate all the claims for the client are displayed in the ‘Claims with Outstanding Receivables’ grid.
- Select one claim row, noting the claim number.
- Validate the 'Claim Service Information' table displays all the services of the client / claim selected.
- Click [Add Claim Follow-Up/Notes].
- Validate the user is navigated to the 'Claim Follow-Up Entry' tab.
- Validate the 'Client' drop down field is populated with the selected client.
- Validate that ‘Claim Follow-Up’ drop down field contains the selected claim number.
- Validate the 'Services' table displays all the services attached to the client/claim selected.
- Validate the 'Follow-Up Notes' table contains all the follow-up notes created for the client/claim selected.
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Topics
• Accounts Receivable Management
• NX
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