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Avatar Cal-PM 2023 Update 86

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

An issue is resolved where the error 'Unexpected error executing SqlCompute code for field 'rollup_location_value'' may occur while querying the 'rollup_services_worklist' table.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Compile/Edit/Post/Unpost Roll-Up Services Worklist
An error in the table SYSTEM.rollup_services_worklist is resolved to allow access to the table to read the rollup compile data when there are no errors.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist
 
Acceptance Tests
AV-94060 Summary | Details
Compile/Edit/Post/Unpost Roll-Up Services Worklist
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
Scenario 1: The Compile process in the “Compile/Edit/Post/Unpost Roll up Services Worklist” completes successfully.
Specific Setup:
  • Service Codes:
  • Identify an existing service code or add a new service code that will be used as the roll-up service.
  • Identify two existing service codes or add two service codes that will be used as the component services.
  • Roll-Up Service Definition:
  • Specify the roll-up service code and the component service code(s) you added/edited in the previous step.
  • Select 'All Services Not Yet Rolled Up' for the 'Component Services Date Rules' field.
  • Identify an existing client or admit a new client in an outpatient episode.
  • A guarantor is assigned to the client.
  • Client Charge Input:
  • At least 2 component services are rendered to a client.
  • Be sure the component service dates span at least two or three months.
  • Make sure the two-component services are with different locations.
  • Client Ledger:
  • The component services are distributed correctly to the client.
Steps
  1. Open the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form.
  2. Select the through date which includes the service date.
  3. Select the [Compile Worklist] button.
  4. Verify that the work list compiles without any error.
  5. Verify that we get a success message saying, 'Compile Compile'.
  6. Select [Ok].
  7. Click the [Run Report].
  8. Verify the Roll-Up Services Worklist includes the correct services rendered within the chosen 'Through Date'.
  9. Verify that the report has details of both the RollUp service and the Component service(s) along with other related service data.
  10. Open the SQL Querying tool and validate that the "SYSTEM.rollup_services_worklist" data table can be accessed without any error(s).
  11. Validate that the rollup entries are stored and shown in the table.
  12. Observe that the entries are with that 'rollup_location_code' column value as blank.
  13. Close the SQL window.
Scenario 2: Compile/Edit/Post/Unpost Roll-Up Services Worklist - Submitting without 'From Date'
Specific Setup:
  • Service Codes:
  • Identify an existing service definition or add a new service definition that will be used as the roll-up service.
  • Identify an existing service definition or add a new service definition that will be used as the component services.
  • Roll-Up Service Definition:
  • Specify the roll-up service code and the component service code(s) you added/edited in the previous step.
  • Select 'All Services Not Yet Rolled Up' for the 'Component Services Date Rules' field.
  • Identify an existing client or admit a new client in outpatient episode.
  • A guarantor is assigned to the client.
  • Client Charge Input:
  • At least 2 component services are rendered to a client.
  • Be sure the component service dates span at least two or three months.
  • Client Ledger:
  • The component services are distributed correctly to the client.
Steps
  1. Access the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form.
  2. Enter the current date in the 'Through Date' field.
  3. Click [Compile Worklist].
  4. Validate that an 'Information' message is displayed that states: "Compile complete."
  5. Click [OK].
  6. Click [Run Report].
  7. Validate the 'Roll-Up Services Worklist' report is displayed.
  8. Validate that the correct client's name is displayed.
  9. Validate the contents of the Roll-Up are displayed.
  10. Close the report.
  11. Select "Post Roll-Up Services Worklist"
  12. Select the desired date 'Through Date' field.
  13. Select a desired value in the 'Write Off Posting Code' field.
  14. Click [Post Worklist].
  15. Validate that a Post complete message is displayed.
  16. Click [OK] and close the form.
  17. Access the 'Client Ledger' form.
  18. Select "Client A" in the 'Client ID' field.
  19. Select "Episode" in the 'Claim/Episode/All Episodes' field.
  20. Select "Episode 1" in the 'Episode Number' field.
  21. Validate the 'From Date' field contains the admission date of the episode.
  22. Validate the 'To Date' field contains the last date of service that is included in the Client ledger.
  23. Select "Simple" in the 'Ledger Type' field.
  24. Click [Process].
  25. Validate that the 'Client Ledger Report' is displayed.
  26. Validate that the 'Client Ledger Report' contains the desired client.
  27. Validate that the 'Client Ledger Report' contains the correct Roll-Up services.
  28. Validate that a 'Processing Report has Completed. Do You wish to Return to form?' message is displayed.
  29. Click [No].
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist
Table Changes
Table Column Change
SYSTEM.rollupservicesworklist locationvalue Modified so compute code does not error when null
SYSTEM.rollupservicesworklist programvalue Modified so compute code does not error when null
SYSTEM.rollupservicesworklist rolluplocationvalue Modified so compute code does not error when null
SYSTEM.rollupservicesworklist rollupprogram Modified so compute code does not error when null