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Avatar Cal-PM 2024 Update 24

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.01.01
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

The registry setting 'Unit Calculation with Minimum Duration' is added to optionally include the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.

Required Updates

None

Included Updates

3, 7, 21

Details
NEW3 CHANGED0 FIXED0
New (3)
Registry Settings
The registry setting 'Unit Calculation with Minimum Duration' is updated to include the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Based on the Registry setting value N/Y/YE/YW proper error messages or warnings are given to user in various forms 'Client Charge Input', 'Edit Service Information', 'Service Code Upload Process' based on the values given in 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Value Added: Users can now access field 'Minimum Duration for Unit Calculation' in the Service Code form
Topics
• Registry Settings • Service Codes
 
Registry Settings
The registry setting 'Unit Calculation with Minimum Duration' is added to optionally include the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Based on the Registry setting value N/Y/YE/YW proper error messages or warnings are given to user in various forms 'Client Charge Input', 'Edit Service Information', 'Service Code Upload Process' based on the values given in 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Value Added: Users can now access field 'Minimum Duration for Unit Calculation' in the Service Code form
Topics
• Client Charge Input • Edit Service Information • File Import • Registry Settings • Web Services
 
Registry Settings
The registry setting 'Unit Calculation with Minimum Duration' is added to optionally include the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Based on the Registry setting value N/Y/YE/YW proper error messages or warnings are given to user in various forms 'Client Charge Input', 'Edit Service Information', 'Service Code Upload Process' based on the values given in 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.
Value Added: Users can now access field 'Minimum Duration for Unit Calculation' in the Service Code form
Topics
• Client Charge Input • Edit Service Information • File Import • Registry Settings • Web Services
 
Acceptance Tests
AV-95379 Summary | Details
Registry Settings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Service Codes
  • Service Code Upload Accepted Codes (2)
  • Service Code Upload Process
  • Service Code Upload Rejected Codes (2)
Scenario 1: Registry Setting = Unit Calculation with Minimum Duration - Service Codes.
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to 'Y'.
Steps
  1. Open "Service Codes" form.
  2. Click [Add] in 'Add New Or Edit Existing'.
  3. Click [Primary Code] in 'Service Code Category'.
  4. Click [Evaluation Management] in 'Service Code Type'.
  5. Enter any value in 'Service Code Definition'.
  6. Click [Both] in 'Service Required By'.
  7. Select [Individual] from 'Type Of Service'.
  8. Click [User Defined] in 'Type Of Fee'.
  9. Enter any value in 'Minutes Per Unit'.
  10. Select desired value in 'Unit Rounding Logic'.
  11. Select desired value in 'Designated Degree Of Rounding'.
  12. Select any value from the 'Group Code'.
  13. Select any value from the 'Covered Charge Category'.
  14. Select desired value in 'Is This Service A Procedure'.
  15. Select desired value in 'Is This A Balance Forward Service Code'.
  16. Select desired value in 'Does This Code Have A Professional Component'.
  17. Select desired value in 'Is This Service A Visit'.
  18. Enter any value in 'Maximum Duration (Minutes)'.
  19. Select desired value in 'Is This Service An Intervention?'.
  20. Enter any value in 'Minimum Duration for Unit Calculation' that is greater than 'Maximum Duration (Minutes)'.
  21. Validate the message 'Minimum Duration for Unit Calculation cannot be greater than Maximum Duration'.
  22. Click [OK].
  23. Enter any value in 'Maximum Duration (Minutes)' that is less than 'Minimum Duration for Unit Calculation'.
  24. Validate the message 'Maximum duration cannot be less than Minimum Duration for Unit Calculation'.
  25. Click [OK].
  26. Enter any value in 'Maximum Duration (Minutes)'.
  27. Enter any value in 'Minimum Duration for Unit Calculation'.
  28. Click [File Service Code].
  29. Click [Discard].
  30. Validate dialog 'Confirm Close'.
  31. Click [Yes].
  32. Open "Registry Settings" form.
  33. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  34. Set the 'Registry Setting Value' to 'YE'.
  35. Click [Submit].
  36. Open "Service Codes" form.
  37. Click [Edit] in 'Add New Or Edit Existing'.
  38. Enter the 'Service Code' created above.
  39. Enter any value in 'Maximum Duration (Minutes)'.
  40. Enter any value in 'Minimum Duration for Unit Calculation' that is greater than 'Maximum Duration (Minutes)'.
  41. Validate the message 'Maximum duration cannot be less than Minimum Duration for Unit Calculation'.
  42. Click [OK].
  43. Enter any value in 'Maximum Duration (Minutes)' that is less than 'Minimum Duration for Unit Calculation'.
  44. Validate the message 'Minimum Duration for Unit Calculation cannot be greater than Maximum Duration'.
  45. Enter any value in 'Maximum Duration (Minutes)'.
  46. Enter any value in 'Minimum Duration for Unit Calculation (Minutes)'.
  47. Click [File Service Code].
  48. Click [Discard].
  49. Validate dialog 'Confirm Close'.
  50. Click [Yes].
  51. Open "Registry Settings" form.
  52. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  53. Set the 'Registry Setting Value' to 'YW'.
  54. Click [Submit].
  55. Repeat steps 36-50, to validate the error message.
  56. Open "Registry Settings" form.
  57. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  58. Set the 'Registry Setting Value' to 'N'.
  59. Click [Submit].
  60. Open "Service Codes" form.
  61. Click [Edit] in 'Add New Or Edit Existing'.
  62. Enter the 'Service Code' created above.
  63. Validate the 'Minimum Duration for Unit Calculation' field does not exist.
  64. Click [Submit].
  65. Click [No].
Scenario 2: Registry Setting = Unit Calculation with Minimum Duration - Service Code Upload Process.
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to 'Y'.
  • Service Code Upload:
  • 'File A' has been saved locally with values in 'Maximum Duration (Minutes)' and 'Minimum Duration for Unit Calculation'. Note the service code.
  • 'File B' file has been saved locally with a value in 'Maximum Duration (Minutes)' less than value in 'Minimum Duration for Unit Calculation'. Note the service code.
Steps
  1. Open "Service Code Upload Process" form.
  2. Enter 'File A' in 'Filename'.
  3. Click [Compile] in 'Compile Or Post'.
  4. Click [No] in 'Override Existing Service Codes'.
  5. Click [Submit].
  6. Validate the message 'Compile completed. To review results, review accepted report'.
  7. Click [OK].
  8. Click [Post] in 'Compile Or Post'.
  9. Click [Submit].
  10. Validate the filing message 'Posting Completed'.
  11. Click [OK].
  12. Click [Discard].
  13. Validate dialog Confirm Close.
  14. Click [Yes].
  15. Open "Service Code Upload Accepted Codes" form.
  16. Select 'File A' in 'Select Desired Service Code Import File Name'.
  17. Click [Process].
  18. Validate the report displays data from 'File A' correctly.
  19. Click [Close Report].
  20. Validate Form Return dialog.
  21. Click [No].
  22. Open "Service Codes" form.
  23. Click [Edit] in 'Add New or Edit Existing'.
  24. Enter the 'Service Code' from the 'File A'.
  25. Validate the data from 'File A' is populated in the form.
  26. Validate the field 'Minimum Duration for Unit Calculation' exists and is populated with value from 'File A'.
  27. Click [Discard].
  28. Validate Confirm Close dialog.
  29. Click [Yes].
  30. Open "Service Code Upload Process" form.
  31. Enter 'File B' in 'Filename'.
  32. Click [Compile] in 'Compile Or Post'.
  33. Click [No] in 'Override Existing Service Codes'.
  34. Click [Submit].
  35. Validate the filing error 'No accepted data compiled. To review results, review rejected report'.
  36. Click [OK].
  37. Click [Discard].
  38. Validate Confirm Close dialog.
  39. Click [Yes].
  40. Open "Service Code Upload Rejected Codes" form.
  41. Select the desired file.
  42. Click [Process].
  43. Validate the error message in report 'Maximum duration cannot be less than Minimum Duration for Unit Calculation. Invalid Entry: Maximum Duration (Minutes)'.
  44. Click [Close Report].
  45. Validate the Form Return dialog.
  46. Click [No].
  47. Open "Registry Settings" form.
  48. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  49. Set the 'Registry Setting Value' to 'YE'.
  50. Click [Submit].
  51. Repeat Steps 30-46 to validate the error message.
  52. Open "Registry Settings" form.
  53. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  54. Set the 'Registry Setting Value' to 'YW'.
  55. Click [Submit].
  56. Repeat Steps 30-46 to validate the error message.
  57. Open "Registry Settings" form.
  58. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  59. Set the 'Registry Setting Value' to 'N'.
  60. Click [Submit].
  61. Repeat Steps 30-46 to validate the error message 'The 'Unit Calculation with Minimum Duration' registry setting is not enabled. Invalid Entry: Minimum Duration for Unit Calculation'.
Topics
• Registry Settings • Service Codes
AV-95380 Summary | Details
Registry Settings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Registry Settings (PM)
  • Service Codes
  • Client Ledger
  • File Import
Scenario 1: Registry Setting = Unit Calculation with Minimum Duration - Client Charge Input.
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to 'Y'.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code (Service Code 1) is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field.
Steps
  1. Open "Client Charge Input" form.
  2. Enter any value in 'Date Of Service'.
  3. Enter 'Client 1' created in setup in 'Client ID'.
  4. Enter 'Service Code 1' in 'Service Code'.
  5. Enter any value in 'Practitioner'.
  6. Enter any value in 'Duration(Minutes)' that is less than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  7. Click [Submit].
  8. Click [No].
  9. Open "Client Ledger" form.
  10. Enter 'Client 1' created in setup in 'Client ID'.
  11. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  12. Click [Simple] in 'Ledger Type'.
  13. Click [Yes] in 'Include Zero Charges'.
  14. Click [Process].
  15. Validate the Client Ledger Report, if charges are zero.
  16. Click [X].
  17. Click [No].
  18. Repeat Steps 1-14 with value in 'Duration(Minutes)' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  19. Validate the Ledger, check charges and units assigned.
  20. Click [X].
  21. Click [No].
  22. Open the "Registry Settings" form.
  23. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  24. Set the 'Registry Setting Value' to 'YE'.
  25. Repeat Steps 1-6 to file a service through 'Client Charge Input' form.
  26. Validate the error message displayed: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  27. Click [OK].
  28. Enter any value in 'Duration(Minutes)' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  29. Click [Submit].
  30. Open "Client Ledger" form.
  31. Enter 'Client 1' created in setup in 'Client ID'.
  32. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  33. Click [Simple] in 'Ledger Type'.
  34. Click [Yes] in 'Include Zero Charges'.
  35. Click [Process].
  36. Validate the Ledger Report to check charges and units assigned.
  37. Click [X].
  38. Click [No].
  39. Open the "Registry Settings" form.
  40. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  41. Set the 'Registry Setting Value' to 'YW'.
  42. Repeat Steps 1-6, to file a service through 'Client Charge Input' form.
  43. Validate the error message displayed: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation. A unit will only be calculated once the duration is at least X minutes.
  44. Click [OK].
  45. Enter any value in 'Duration(Minutes)' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  46. Click [Submit].
  47. Repeat Steps 30-38 to validate Client Ledger Report data.
Scenario 2: File Import - Client Charge Input
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to 'Y'.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
  • File Import:
  • Create an import file with 'Duration(Minutes)' in Client Charge Input less than the 'Minimum Duration for Unit Calculation' field in Service Code 1-"File A".
  • Create an import file with 'Duration(Minutes)' in Client Charge Input greater than the 'Minimum Duration for Unit Calculation' field in Service Code 1 -"File B".
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
Steps
  1. Open the "File Import" form.
  2. Select "Client Charge Input" in the 'File Type'.
  3. Select "Upload New File" in the 'Action'.
  4. Click [Process Action].
  5. Select "File A".
  6. Select "Compile/Validate File" in the 'Action'.
  7. Select "File A" in the 'Files(s)'.
  8. Click [Process Action].
  9. Select "File A".
  10. Select "Compile/Validate File" in the 'Action'.
  11. Select "File A" in the 'Files(s)'.
  12. Click [Process Action].
  13. Validate the message = 'Compiled'.
  14. Click [OK].
  15. Select "Print File" in the 'Action'.
  16. Select "File A" in the 'Files(s)'.
  17. Click [Process Action].
  18. Validate the report data.
  19. Click [Close Report].
  20. Select "Post File" in the 'Action' field.
  21. Select "File A" in the 'Files(s)' field.
  22. Click [Process Action].
  23. Validate the message = 'Posted'.
  24. Click [OK].
  25. Click [Discard]
  26. Click [Yes].
  27. Open ''Client Ledger'' form.
  28. Enter the Client ID.
  29. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  30. Click [Simple] in 'Ledger Type'.
  31. Click [Yes] in 'Include Zero Charges'.
  32. Click [Process].
  33. Validate the Ledger Report to check if charges are zero.
  34. Click [X].
  35. Click [No].
  36. Repeat Steps 7- 35 to import service using "File B" and validate Client Ledger Report data.
  37. Validate the Ledger Report to check charges and units assigned.
  38. Click [No].
  39. Open the "Registry Settings" form.
  40. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  41. Set the 'Registry Setting Value' to 'YW'.
  42. Repeat Steps 1-39, to import service and validate Client Ledger.
  43. Open the "Registry Settings" form.
  44. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  45. Set the 'Registry Setting Value' to 'YE'.
  46. Repeat Steps 1-17 to import a service.
  47. Validate the error message: File A contains one or more errors. These errors can be reviewed using 'Print Errors' action.
  48. Click [OK].
  49. Select "Print Errors" in the 'Action'.
  50. Select "File A" in the 'Files(s)'.
  51. Click [Process Action].
  52. Validate the report shows 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.'.
  53. Click [Close Report].
  54. Select "Delete File" in the 'Action'.
  55. Select "File A" in the 'Files(s)' field.
  56. Click [Process Action].
  57. Click [Yes].
  58. Click [OK].
  59. Repeat Steps 7- 35 to import service using "File B" and validate Client Ledger.
  60. Validate the Ledger Report to check charges and units assigned.
  61. Click [X].
  62. Click [No].
Scenario 3: Registry Setting = Unit Calculation with Minimum Duration - Edit Service Information
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to 'Y'.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Open "Edit Service Information" form.
  2. Enter 'Client 1' in 'Client ID'.
  3. Click [Select Service(s) To Edit].
  4. Select desired service form the grid.
  5. Click [OK].
  6. Enter any value in 'Duration (Minutes)' that is below the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  7. Click [Submit].
  8. Click [No].
  9. Open "Client Ledger" form.
  10. Enter 'Client 1' in 'Client ID'.
  11. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  12. Click [Simple] in 'Ledger Type'.
  13. Click [Yes] in 'Include Zero Charges'.
  14. Click [Process].
  15. Validate the 'Client Ledger' report that the distributed charges are zero.
  16. Click [X].
  17. Click [Yes].
  18. Click [Discard].
  19. Repeat Steps 1-14, with value in 'Duration (Minutes)' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  20. Validate 'Client Ledger' report that the distributed charges contain the correct units and amounts.
  21. Click [X].
  22. Click [Yes].
  23. Click [Discard].
  24. Open the "Registry Settings" form.
  25. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  26. Set the 'Registry Setting Value' to 'YW'.
  27. Click [Submit].
  28. Repeat Steps 1-6, to edit service in 'Edit Service Information' form.
  29. Validate the error message: The service [SERVICE CODE 1] does not meet the minimum duration requirements for unit calculation. A unit will only be calculated once the duration is at least X minutes.
  30. Enter any value in 'Duration (Minutes)' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  31. Click [Submit].
  32. Click [No].
  33. Open "Client Ledger" form.
  34. Enter 'Client 1' in 'Client ID'.
  35. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  36. Click [Simple] in 'Ledger Type'.
  37. Click [Yes] in 'Include Zero Charges'.
  38. Click [Process].
  39. Validate 'Client Ledger' report that the distributed charges contain the correct units and amounts.
  40. Click [X].
  41. Click [Yes].
  42. Click [Discard].
  43. Open the "Registry Settings" form.
  44. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  45. Set the 'Registry Setting Value' to 'YE'.
  46. Click [Submit].
  47. Repeat Steps1-6, to edit service in 'Edit Service Information' form.
  48. Validate the error message: The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  49. Enter any value in 'Duration (Minutes)' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  50. Click [Submit].
  51. Click [No].
  52. Repeat Steps 33-42 to validate 'Client Ledger' report data.
Scenario 4: Client Charge Input via WEBSVC ClientChargeInput
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to : 'YE'.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Using desired web service tool, create a request for 'WEBSVC ClientChargeInput'.
  2. Enter the System Code in 'System Code' Field.
  3. Enter the user name in the 'User Name' field.
  4. Enter the password in the 'Password' field.
  5. Enter any 'Client 1' in 'ClientID'.
  6. Enter any value in 'Date of Service'.
  7. Enter value in 'Duration' less than Minimum Duration for Unit Calculation in Service Codes form.
  8. Enter any value in 'Episode Number'.
  9. Enter any value in 'Location'.
  10. Enter any value in 'Practitioner'.
  11. Enter any value in 'Program'.
  12. Enter 'Service Code 1' in 'Service Code'.
  13. Click [Run].
  14. Verify Response - 'Duration (Minutes): The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least 'xx' minutes.
  15. Enter value in 'Duration' greater than 'Minimum Duration for Unit Calculation' in Service Codes form.
  16. Click [Run].
  17. Verify Response - 'Client Charge Input web service has been filed successfully'.
  18. Open "Client Ledger" form.
  19. Enter 'Client 1' in 'Client ID'.
  20. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  21. Click [Simple] in 'Ledger Type'.
  22. Click [Yes] in 'Include Zero Charges'.
  23. Click [Process].
  24. Validate the report data to validate that the charges and units were created correctly.
  25. Click [X].
  26. Click [Yes].
  27. Click [Discard].
  28. Open the "Registry Settings" form.
  29. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  30. Set the 'Registry Setting Value' to 'Y'.
  31. Repeat Steps 7- 27 to file a service and validate 'Client Ledger' report data.
  32. Open the "Registry Settings" form.
  33. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  34. Set the 'Registry Setting Value' to 'YW'.
  35. Repeat Steps 7- 27 to file a service and validate 'Client Ledger' report data.
Topics
• Client Charge Input • Edit Service Information • File Import • Registry Settings • Web Services
AV-95381 Summary | Details
Registry Settings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Registry Settings (PM)
  • Service Codes
  • Client Ledger
  • File Import
Scenario 1: Registry Setting = Unit Calculation with Minimum Duration - Client Charge Input.
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to 'Y'.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code (Service Code 1) is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field.
Steps
  1. Open "Client Charge Input" form.
  2. Enter any value in 'Date Of Service'.
  3. Enter 'Client 1' created in setup in 'Client ID'.
  4. Enter 'Service Code 1' in 'Service Code'.
  5. Enter any value in 'Practitioner'.
  6. Enter any value in 'Duration(Minutes)' that is less than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  7. Click [Submit].
  8. Click [No].
  9. Open "Client Ledger" form.
  10. Enter 'Client 1' created in setup in 'Client ID'.
  11. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  12. Click [Simple] in 'Ledger Type'.
  13. Click [Yes] in 'Include Zero Charges'.
  14. Click [Process].
  15. Validate the Client Ledger Report, if charges are zero.
  16. Click [X].
  17. Click [No].
  18. Repeat Steps 1-14 with value in 'Duration(Minutes)' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  19. Validate the Ledger, check charges and units assigned.
  20. Click [X].
  21. Click [No].
  22. Open the "Registry Settings" form.
  23. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  24. Set the 'Registry Setting Value' to 'YE'.
  25. Repeat Steps 1-6 to file a service through 'Client Charge Input' form.
  26. Validate the error message displayed: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  27. Click [OK].
  28. Enter any value in 'Duration(Minutes)' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  29. Click [Submit].
  30. Open "Client Ledger" form.
  31. Enter 'Client 1' created in setup in 'Client ID'.
  32. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  33. Click [Simple] in 'Ledger Type'.
  34. Click [Yes] in 'Include Zero Charges'.
  35. Click [Process].
  36. Validate the Ledger Report to check charges and units assigned.
  37. Click [X].
  38. Click [No].
  39. Open the "Registry Settings" form.
  40. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  41. Set the 'Registry Setting Value' to 'YW'.
  42. Repeat Steps 1-6, to file a service through 'Client Charge Input' form.
  43. Validate the error message displayed: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation. A unit will only be calculated once the duration is at least X minutes.
  44. Click [OK].
  45. Enter any value in 'Duration(Minutes)' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  46. Click [Submit].
  47. Repeat Steps 30-38 to validate Client Ledger Report data.
Scenario 2: File Import - Client Charge Input
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to 'Y'.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
  • File Import:
  • Create an import file with 'Duration(Minutes)' in Client Charge Input less than the 'Minimum Duration for Unit Calculation' field in Service Code 1-"File A".
  • Create an import file with 'Duration(Minutes)' in Client Charge Input greater than the 'Minimum Duration for Unit Calculation' field in Service Code 1 -"File B".
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
Steps
  1. Open the "File Import" form.
  2. Select "Client Charge Input" in the 'File Type'.
  3. Select "Upload New File" in the 'Action'.
  4. Click [Process Action].
  5. Select "File A".
  6. Select "Compile/Validate File" in the 'Action'.
  7. Select "File A" in the 'Files(s)'.
  8. Click [Process Action].
  9. Select "File A".
  10. Select "Compile/Validate File" in the 'Action'.
  11. Select "File A" in the 'Files(s)'.
  12. Click [Process Action].
  13. Validate the message = 'Compiled'.
  14. Click [OK].
  15. Select "Print File" in the 'Action'.
  16. Select "File A" in the 'Files(s)'.
  17. Click [Process Action].
  18. Validate the report data.
  19. Click [Close Report].
  20. Select "Post File" in the 'Action' field.
  21. Select "File A" in the 'Files(s)' field.
  22. Click [Process Action].
  23. Validate the message = 'Posted'.
  24. Click [OK].
  25. Click [Discard]
  26. Click [Yes].
  27. Open ''Client Ledger'' form.
  28. Enter the Client ID.
  29. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  30. Click [Simple] in 'Ledger Type'.
  31. Click [Yes] in 'Include Zero Charges'.
  32. Click [Process].
  33. Validate the Ledger Report to check if charges are zero.
  34. Click [X].
  35. Click [No].
  36. Repeat Steps 7- 35 to import service using "File B" and validate Client Ledger Report data.
  37. Validate the Ledger Report to check charges and units assigned.
  38. Click [No].
  39. Open the "Registry Settings" form.
  40. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  41. Set the 'Registry Setting Value' to 'YW'.
  42. Repeat Steps 1-39, to import service and validate Client Ledger.
  43. Open the "Registry Settings" form.
  44. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  45. Set the 'Registry Setting Value' to 'YE'.
  46. Repeat Steps 1-17 to import a service.
  47. Validate the error message: File A contains one or more errors. These errors can be reviewed using 'Print Errors' action.
  48. Click [OK].
  49. Select "Print Errors" in the 'Action'.
  50. Select "File A" in the 'Files(s)'.
  51. Click [Process Action].
  52. Validate the report shows 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.'.
  53. Click [Close Report].
  54. Select "Delete File" in the 'Action'.
  55. Select "File A" in the 'Files(s)' field.
  56. Click [Process Action].
  57. Click [Yes].
  58. Click [OK].
  59. Repeat Steps 7- 35 to import service using "File B" and validate Client Ledger.
  60. Validate the Ledger Report to check charges and units assigned.
  61. Click [X].
  62. Click [No].
Scenario 3: Registry Setting = Unit Calculation with Minimum Duration - Edit Service Information
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to 'Y'.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Open "Edit Service Information" form.
  2. Enter 'Client 1' in 'Client ID'.
  3. Click [Select Service(s) To Edit].
  4. Select desired service form the grid.
  5. Click [OK].
  6. Enter any value in 'Duration (Minutes)' that is below the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  7. Click [Submit].
  8. Click [No].
  9. Open "Client Ledger" form.
  10. Enter 'Client 1' in 'Client ID'.
  11. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  12. Click [Simple] in 'Ledger Type'.
  13. Click [Yes] in 'Include Zero Charges'.
  14. Click [Process].
  15. Validate the 'Client Ledger' report that the distributed charges are zero.
  16. Click [X].
  17. Click [Yes].
  18. Click [Discard].
  19. Repeat Steps 1-14, with value in 'Duration (Minutes)' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  20. Validate 'Client Ledger' report that the distributed charges contain the correct units and amounts.
  21. Click [X].
  22. Click [Yes].
  23. Click [Discard].
  24. Open the "Registry Settings" form.
  25. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  26. Set the 'Registry Setting Value' to 'YW'.
  27. Click [Submit].
  28. Repeat Steps 1-6, to edit service in 'Edit Service Information' form.
  29. Validate the error message: The service [SERVICE CODE 1] does not meet the minimum duration requirements for unit calculation. A unit will only be calculated once the duration is at least X minutes.
  30. Enter any value in 'Duration (Minutes)' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  31. Click [Submit].
  32. Click [No].
  33. Open "Client Ledger" form.
  34. Enter 'Client 1' in 'Client ID'.
  35. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  36. Click [Simple] in 'Ledger Type'.
  37. Click [Yes] in 'Include Zero Charges'.
  38. Click [Process].
  39. Validate 'Client Ledger' report that the distributed charges contain the correct units and amounts.
  40. Click [X].
  41. Click [Yes].
  42. Click [Discard].
  43. Open the "Registry Settings" form.
  44. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  45. Set the 'Registry Setting Value' to 'YE'.
  46. Click [Submit].
  47. Repeat Steps1-6, to edit service in 'Edit Service Information' form.
  48. Validate the error message: The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  49. Enter any value in 'Duration (Minutes)' greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  50. Click [Submit].
  51. Click [No].
  52. Repeat Steps 33-42 to validate 'Client Ledger' report data.
Scenario 4: Client Charge Input via WEBSVC ClientChargeInput
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  • Set the 'Registry Setting Value' to : 'YE'.
  • Client 1:
  • Identify an existing client or create a new client (Client 1). Note the client’s admission date.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Using desired web service tool, create a request for 'WEBSVC ClientChargeInput'.
  2. Enter the System Code in 'System Code' Field.
  3. Enter the user name in the 'User Name' field.
  4. Enter the password in the 'Password' field.
  5. Enter any 'Client 1' in 'ClientID'.
  6. Enter any value in 'Date of Service'.
  7. Enter value in 'Duration' less than Minimum Duration for Unit Calculation in Service Codes form.
  8. Enter any value in 'Episode Number'.
  9. Enter any value in 'Location'.
  10. Enter any value in 'Practitioner'.
  11. Enter any value in 'Program'.
  12. Enter 'Service Code 1' in 'Service Code'.
  13. Click [Run].
  14. Verify Response - 'Duration (Minutes): The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least 'xx' minutes.
  15. Enter value in 'Duration' greater than 'Minimum Duration for Unit Calculation' in Service Codes form.
  16. Click [Run].
  17. Verify Response - 'Client Charge Input web service has been filed successfully'.
  18. Open "Client Ledger" form.
  19. Enter 'Client 1' in 'Client ID'.
  20. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  21. Click [Simple] in 'Ledger Type'.
  22. Click [Yes] in 'Include Zero Charges'.
  23. Click [Process].
  24. Validate the report data to validate that the charges and units were created correctly.
  25. Click [X].
  26. Click [Yes].
  27. Click [Discard].
  28. Open the "Registry Settings" form.
  29. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  30. Set the 'Registry Setting Value' to 'Y'.
  31. Repeat Steps 7- 27 to file a service and validate 'Client Ledger' report data.
  32. Open the "Registry Settings" form.
  33. Set the 'Limit Registry Settings' to ‘Unit Calculation with Minimum Duration'.
  34. Set the 'Registry Setting Value' to 'YW'.
  35. Repeat Steps 7- 27 to file a service and validate 'Client Ledger' report data.
Topics
• Client Charge Input • Edit Service Information • File Import • Registry Settings • Web Services
Table Changes
Table Column Change
billing_tx_master_table min_dur_for_unit_calc ADD
batchload_tx_accepted min_dur_for_unit_calc ADD