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Avatar Cal-PM 2023 Update 60

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Avatar Cal-PM 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

Updated the 'Purge Billing Files' form so that EDI information for certain transactions such as 835 and 271 are not completely deleted but rather marked as purged in the system. Updated the 'Quick Billing' form to prevent the display of 837 compiles whose associated Quick Bill Batch has been purged through the 'Purge Billing Files' form.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Purge Billing Files - Billing List to Purge
The ‘Purge Billing Files’ process is updated to purge the billing list only for the '271 Batch' and the '835 Batch' options. The data for the batches will be retained.

When purging a ‘Quick Billing Batch’, the functionality prevents the associated 837 compiles from displaying in the system.

A 'Help' message has been added to the 'Billing List to Purge' field.

Value Added: The data for the '271 Batch' & '835 Batch' is removed from the list, but not the system. Any 'Quick Billing Batch' that is removed from the system will prevent associated 837 compiles from displaying in the system.
Topics
• 835 • Eligibility Response (271) • Quick Billing
 
Acceptance Tests
AV-77179 Summary | Details
Purge Billing Files - Billing List to Purge
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Purge Billing Files
  • Quick Billing
Scenario 1: Validate 'Purge Billing Files' when '271 Batch' is selected to purge.
Specific Setup:
  • At least two 'Posted' 271 batch(es) are identified. Note the batch numbers.
Steps
  1. Open 'Purge Billing Files'.
  2. Select '271 Batch' in 'Billing List to Purge'.
  3. Enter a date in 'Date Created Start Date'.
  4. Enter a date in 'Date Created End Date'.
  5. Select 'None' in 'File Selection Default'.
  6. Click [Select File(s) to Purge].
  7. Verify that the file list contains both the 'Posted' batches along with the 'Compiled' batches.
  8. Select the first row, noting the 'Date Created' and 'Batch Name'.
  9. Click [OK].
  10. Click [Submit].
  11. Click [OK].
  12. Repeat steps 1 - 7.
  13. Verify that the batch that was deleted is not present by confirming that the deleted 'Date Created' and 'Batch Name' are not included in the grid.
  14. If desired, run the SQL query of the 'SYSTEM.billing_271_file' table, and verify that the purged files are only removed from the file lists and not from the system.
Scenario 2: Validate 'Purge Billing Files' when '835 Batch' is selected to purge.
Specific Setup:
  • At least two 835 batch(es) are identified for this test.
  • Note down the batch numbers.
Steps
  1. Open 'Purge Billing Files'.
  2. Select '835 Batch' in 'Billing List to Purge'.
  3. Enter a date in 'Date Created Start Date'.
  4. Enter a date in 'Date Created End Date'.
  5. Select 'None' in 'File Selection Default'.
  6. Click [Select File(s) to Purge].
  7. Verify that the file list contains both the 'Posted' batches along with the 'Compiled' batches.
  8. Select the first row, noting the 'Date Created' and 'Batch Name'.
  9. Click [OK].
  10. Click [Submit].
  11. Click [OK].
  12. Repeat steps 1 - 7.
  13. Verify that the batch that was deleted is not present by confirming that the deleted 'Date Created' and 'Batch Name' are not included in the grid.
  14. If desired, run the SQL query of the 'SYSTEM.billing_835_detail', and verify that the purged files are only removed from the file lists and not from the system.
Scenario 3: Validate 'Purge Billing Files' when 'Quick Billing Batch' is selected to purge.
Specific Setup:
  • At least two Quick Billing batches are identified. Note the batch numbers.
Steps
  1. Open 'Purge Billing Files'.
  2. Select 'Quick Billing Batch' in 'Billing List to Purge'.
  3. Enter a date in 'Date Created Start Date'.
  4. Enter a date in 'Date Created End Date'.
  5. Select 'None' in 'File Selection Default'.
  6. Click [Select File(s) to Purge].
  7. Select the first row, noting the 'Date Created' and 'Batch Number'.
  8. Click [OK].
  9. Click [Submit].
  10. Click [OK].
  11. Repeat steps 1 - 7.
  12. Verify that the batch that was deleted is not present by confirming that the deleted 'Date Created' and 'Batch Number' are not included in the list.
  13. If desired, SQL query the 'SYSTEM.billing_quick_batch' table specific to the purged batch, and verify that the associated 837 compiles do not display.
Topics
• 835 • Eligibility Response (271) • Quick Billing