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Avatar Cal-PM 2023 Update 73

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.03.00
RADplus 2023 Monthly Release 2023.03.00

Product Update Description

The following issues are resolved: 1) Validation error when trying to import an envelope that contains Client File field 'Language Code (ISO 639-3)' (10029). 2) The 'Quick Billing' form won't run the same quick billing again unless the user exits the form each time.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Envelope import
An issue is resolved where the users received the error message "Invalid Import File Format" in the Envelope form.
Topics
• Envelope Import
 
Quick billing
An issue has been resolved where users received an error message 'No information found' when running the same quick billing without exiting the form.
Topics
• Quick Billing • Quick Billing Rule Definition
 
Acceptance Tests
AV-91188 Summary | Details
Envelope import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Envelope Export (PM)
  • Form Designer (PM)
Scenario 1: Envelope Export/Import - 'Include Form Design Changes' in the file set to "Y"
Specific Setup:
  • Have a modeled form [FormA], contained in [EnvelopeA], that will be used to make form designer changes
Steps
  1. Open the 'Form Designer' form.
  2. Select [FormA] from the 'Forms' field.
  3. Make any type of form designer change in the section [FDchange1]. For example, a field is moved to different location.
  4. Save the changes and exit the form.
  5. Navigate to form "Envelope Export".
  6. Select [EnvelopeA].
  7. In the "Include Form Design Changes? field, select "Yes".
  8. Click [Begin Export].
  9. Validate export is completed successfully. [ExportA].
  10. Open the 'Form Designer' form.
  11. Select [FormA] from the 'Forms' field.
  12. Make another form designer change in the section [FDchange2].
  13. Save the changes and exit the form.
  14. Open [FormA].
  15. Validate [FDchange1] and [FDchange2] are both present in the form.
  16. Open form "Envelope Import".
  17. Click [Select Envelope For Import].
  18. Navigate the location of [ExportA].
  19. Select the file.
  20. Select radio button "Overwrite Existing".
  21. In the "Include Form Design Changes? field, select "Yes". [Note: "Yes" implies that any form designer changes contained in the import file, 'will' be imported and/or overwrite any existing changes already made on the form].
  22. Click [Begin Import Scan].
  23. Validate there are no errors/warnings found within the import file scan results.
  24. Click [Begin Import].
  25. Validate import is completed successfully.
  26. Open [FormA].
  27. Select [SectionA].
  28. Validate [FDchange1] is present on the form.
  29. Validate [FDchange2] is not present on the form.
Topics
• Envelope Import
AV-92927 Summary | Details
Quick billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Ledger
  • Crystal Report Viewer
  • Diagnosis
  • Financial Eligibility
  • Guarantors/Payors
  • Quick Billing
  • Quick Billing Rule Definition
Scenario 1: Quick Billing - Validating work screen and 837 report through 'Edit Existing' quick billing batch
Specific Setup:
  • Registry Setting:
  • The 'Enable New Quick Billing Format' registry setting is enabled.
  • Please note: This is a one-time, system-wide registry setting and the associated functionality cannot be disabled once the registry setting is enabled. Once this setting has been enabled, it will no longer be able to be viewed in the 'Registry Settings' form.
  • Admission:
  • Two outpatient clients are identified. Please note the admission program of the clients.
  • Guarantors/Payor:
  • An existing guarantor is identified.
  • Financial Eligibility:
  • Guarantor identified above is assigned to the clients.
  • Client Charge Input:
  • 1-2 days of professional charges are rendered to the clients. Please note the service codes used during rendering services.
  • Client Ledger:
  • The charges are distributed to the guarantors assigned to the clients.
  • Quick Billing Rule Definition:
  • A new quick billing rule is created as follows:
  • The admission programs are selected in the 'Program' field.
  • An '837 Professional' is selected in the 'Billing Form' field.
  • The guarantors assigned to the clients in their financial eligibility are selected in the 'Guarantors' field.
  • All required fields are populated.
  • The 'Create Interim Billing Batch' field is set to 'Yes'.
Steps
  1. Open the 'Quick Billing' form.
  2. Run a new quick billing batch using the rule created in the setup section.
  3. Use a date range spanning services entered.
  4. Select 'Create Batch', 'Close Charges', and 'Generate Bills' in the 'Quick Billing Tasks To Execute' field.
  5. Submit the form.
  6. Verify that compile completes and the prompt states 'Compile Complete'. A Quick Billing Batch and an Interim Billing Batch will be created.
  7. Select the 'Edit Existing' option.
  8. Select the quick bill that was created in previous step.
  9. Submit the form again.
  10. Click [OK].
  11. Select the 'Edit Existing' option.
  12. Select the quick bill that was created in previous step.
  13. Click [Print 837 Report].
  14. Verify the report launched successfully.
  15. Close the report.
  16. Click [Launch Workscreen].
  17. Verify the work screen contains all the clients included in the batch.
  18. Deselect one client from the 'Client' filter at the top of the work screen.
  19. Verify the grid does not display the services of that client.
  20. Select the same client again from the 'Client' filter at the top of the work screen.
  21. Verify the grid displays the services of that client.
  22. Save the grid.
  23. Verify the grid saves successfully.
  24. Close the form.
Topics
• Quick Billing • Quick Billing Rule Definition