Quick Billing - Workscreen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission (Outpatient)
- Client Charge Input
- Diagnosis
- Financial Eligibility
- Guarantors/Payors
- Practitioner Numbers By Guarantor and Program
- Quick Billing
- Quick Billing Rule Definition
- Registry Settings (PM)
- User Definition
- Client Ledger
- Crystal Report Viewer
Scenario 1: 'Quick Billing' - Verification of workscreen row deletion
Specific Setup:
- Avatar Cal-PM Registry Setting 'Enable New Quick Billing Format' must be enabled
- One or more Quick Billing batch(es) must be present for edit via 'Quick Billing' form workscreen
Steps
- Open 'Quick Billing' form.
- In the 'Add New Or Edit Existing Quick Billing Batch' field, select 'Edit Existing'.
- In the 'File' drop-down selection field, select existing Quick Billing batch for edit.
- Click the 'Launch Workscreen' button.
- In 'Quick Billing' form work screen, select one or more rows for deletion, and click 'Delete Row' button.
- Ensure that 'Confirm Delete' dialog is presented; click 'Yes' button to confirm work screen row deletion.
- Repeat row selection and 'Delete Row' action for further rows as desired in the 'Quick Billing' form work screen.
- When edits/deletions are complete, click the 'Save' button to save work screen data for selected Quick Billing batch.
- Ensure that 'Exit Grid' dialog is presented, noting 'Save Successful'.
- In 'Quick Billing' form, select same batch for edit and click 'Launch Work screen' button.
- Ensure that the deleted rows from the Quick Billing batch are not present in work screen grid on re-entry of work screen for same batch.
- Ensure that the deleted rows from the Quick Billing batch are not re-added to same batch on re-run/submission of 'Quick Billing' form for existing batch.
- Ensure that in case where all rows are deleted from Quick Billing batch, the Quick Billing/Interim Billing batch is deleted from system on saving of work screen data/submission of 'Quick Billing' form.
Scenario 2: 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 programs 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.
- '837 Professional' is selected in the 'Billing Form' field.
- The guarantor assigned to the clients in their financial eligibility is selected in the 'Guarantors' field.
- All required fields are populated.
- The 'Create Interim Billing Batch' field is set to 'Yes'.
Steps
- Open the 'Quick Billing' form.
- Process a new quick billing batch using the rule created in the setup section.
- Use a date range spanning services entered.
- Select 'Create Batch', 'Close Charges', and 'Generate Bills' in the 'Quick Billing Tasks To Execute' field.
- Submit the form.
- Verify that compile completes and the prompt states 'Compile Complete'. A Quick Billing Batch and an Interim Billing Batch will be created.
- Select [Yes] and return to the form.
- Select the 'Add New' option.
- Enter the same parameters used in Steps 2 to 4 again, and click [Submit]
- Verify that 'Compile Complete' dialog contains the quick billing batch description followed by 'No Information Found'. A Quick Billing Batch and an Interim Billing Batch will be created, instead of the message "No Information Found" without the Quick Billing Rule description.
- Select [Yes] and return to the form.
- Select the 'Edit Existing' option.
- Select the quick bill that was created in the previous step.
- Click [Print 837 Report].
- Verify the report launched successfully.
- Close the report.
- Click [Launch Workscreen].
- Verify the work screen contains all the clients included in the batch.
- Deselect one client from the 'Client' filter at the top of the work screen.
- Verify the grid does not display the services of that client.
- Select the same client again from the 'Client' filter at the top of the work screen.
- Verify the grid includes the services for that client selected in the 'Client' filter.
- Select, Deselect and Re select clients, services codes, and practitioners in the 'Client', 'Service Code' and 'Practitioner' filters.
- Verify the grid includes/excludes items from the grid based on the selection made in the filters at the top of the work screen.
- Save the grid.
- Verify the grid saves successfully.
- Close the form.
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Topics
• NX
• Quick Billing
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