Skip to main content

Avatar Cal-PM 2023 Update 4

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Product Update Form Description

An issue is resolved where fields may overlap on the "Client Ledger", "Claim Follow-Up Productivity Report", and "Unbilled Services Report" reports in the NX Report Viewer.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Select reports are modified to prevent overlapping data displays.
An issue is resolved to ensure that data in the following Crystal reports does not overlap with other data fields when being displayed in an Avatar NX environment:
* Client Ledger
* Claim Follow-Up Productivity Report
* Unbilled Services Report
Topics
• Client Ledger • NX
 
Acceptance Tests
AV-83825 Summary | Details
Select reports are modified to prevent overlapping data displays.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Follow-Up Productivity Report
  • Client Ledger
  • Unbilled Services Report
Scenario 1: 'Claim Follow-Up Productivity' Report
Steps
  1. Access the 'Claim Follow-Up Productivity Report' form.
  2. Select "Detail Report" in the 'Summary or Detail Report' field.
  3. Leave the "User" field blank. This will pick up all rows for the report.
  4. Enter the desired dates in the 'Start Date' and 'End Date' fields.
  5. Process the report.
  6. Validate the 'Guarantor' name field does not overlap with the 'Follow-Up Note Entry Date' field.
  7. Validate the 'Follow-Up Note' field displays text as entered in the 'AR Console'.
  8. Close the report and the form.
Scenario 2: 'Client Ledger' report - validate fields have no overlaps
Specific Setup:
  • Client with a Guarantor and Services filed (Client A).
Steps
  1. Access the 'Client Ledger' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  4. Select "Crystal" in the 'Ledger Type' field.
  5. Click [Process].
  6. Review the report and verify the following:
  7. 'Service Description' field does not overlap with 'Units' field.
  8. 'Guarantor' field does not overlap with 'Guarantor Liability' field.
  9. Close the report.
Scenario 3: 'Unbilled Services Report' - validate fields have no overlaps
Steps
  1. Access the 'Unbilled Services Report' form.
  2. Set 'Service Start Date' to any date where services were rendered.
  3. Set 'Service End Date' to any date to include services.
  4. Select "All" in the 'Financial Class(es)' field.
  5. Select "All" in the 'Program(s)' field.
  6. Select "All" in the 'Service Status' field.
  7. Select "No" in the 'Include 0 Liability' field.
  8. Click [Process].
  9. Review the report and note the following:
  10. 'Guarantor' field data does not overlap with the 'FE Expired?' field.
  11. A long Guarantor name wraps to prevent overlapping other fields.
  12. Close the report.
  13. Close the form.
Topics
• Client Ledger • NX