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Avatar Cal-PM 2024 Update 5

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Known Limitations

There is a filtering issue in 'Unpost Selected Roll-Ups' of the 'Compile Roll-Up Services Worklist' form. If multiple roll-up worklists are selected and there are multiple guarantors, unselecting the guarantor in the first row of the grid filters out all rows for that guarantor as expected. But upon reselecting the guarantor, the first service row for that guarantor does not reappear. Unselecting and reselecting all guarantor filters will eventually allow the service to display again, but it is shown at the bottom of the grid and no longer in the first row. AV-97025 has been created to address the issue.

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

The following enhancements are made to Roll-Up Billing functionality: 1) The registry setting 'Prevent Roll-Up From Happening If There Is Only One Component Service' is added. 2) The new field 'Roll-Up Add-On Codes If Present' is added to the 'Roll-Up Services Definition' form. 3) The section 'Select Roll-Up Services to Unpost' is added to the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form. This section allows the selection of individual roll-up service(s) for unposting.

Required Updates

None

Included Updates

None

Details
NEW3 CHANGED0 FIXED0
New (3)
Compile/Edit/Post/Unpost Roll-Up Services Worklist
The section 'Select Roll-Up Services to Unpost' is added to the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form that allows the selection of individual roll-up service(s) to unpost.
Value Added: A new section is added to the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • NX
 
Roll-Up Services Definition - Roll-Up Add-On Codes If Present
A new field 'Roll-Up Add-On Codes If Present' is added to the 'Roll-Up Services Definition' form.
Value Added: Roll-Up Services Definition - new field 'Roll-Up Add-On Codes If Present' is added.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • NX • Roll-Up Service Definition
 
Roll-Up Services Definition
The registry setting 'Prevent Roll-Up From Happening If There Is Only One Component Service' is added.
Value Added: A new registry setting is added for Roll-Up Services Definitions.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • NX • Registry Settings • Roll-Up Service Definition
 
Acceptance Tests
AV-80019 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:
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
Scenario 1: Unpost Roll-Up worklist - Validating the 'Unpost Selected Roll-Up Services' workflow
Specific Setup:
  • Clients are admitted and the diagnosis record(s) are created,
  • Client A
  • Client B
  • Financial Eligibility is added to the clients as below,
  • Client A - Guarantor 1.
  • Client B - Guarantor 2.
  • Rollup services and the respective component services are created using the 'Service Codes' form and set up with the fee using the 'Service Fee/Cross Reference Maintenance' form.
  • Rollup 1
  • Component 1(a)
  • Component 1(b)
  • Component 1(c)
  • Rollup 2
  • Component 2(a)
  • Component 2(b)
  • Component 2(c)
  • Rollup 3
  • Component 3(a)
  • Component 3(b)
  • Component 3(c)
  • Using the 'Client Charge Input' form, enter a few component services on different dates for the client(s).
  • Multiple Roll-Up Services Definitions are created that include the above roll-up/ component services.
  • Rollup Definition 1
  • Rollup Definition 2
  • Rollup Definition 3
  • Using the 'Compile Roll-Up Services Worklist' form compile the roll-up Worklist(s).
  • Post the roll-up compiles and use 'Client Ledger' to spot check the roll-up services have been created and the component services have been adjusted appropriately.
  • User Definition:
  • User Definition gives the tester access to the below database table:
  • "rollup_services_unpost"
Steps
  1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
  2. Select 'Unpost Selected Roll-Up Services'.
  3. Validate that the 'Roll-Up Worklists' field is empty.
  4. Click [Select Roll-Ups to Unpost].
  5. Validate the received message says, "Missing required fields.".
  6. Click [OK].
  7. Click [Unpost Roll-Ups].
  8. Validate the received message says, "Please select at least one roll-up service to unpost.".
  9. Click [OK].
  10. Click 'Roll-Up Posting Date' in the 'Select By Posting Date or Date of Service' field.
  11. Enter appropriate 'From' and 'To' date(s), that include the roll-ups.
  12. Click 'All Clients' in the 'All or Individual Client' field.
  13. Validate that the 'Roll-Up Worklists' field shows all the roll-up(s) available to unpost with the selected date range.
  14. Validate that the 'Client' search input field is disabled.
  15. Click 'Individual Client' -in the 'All or Individual Client' field.
  16. Validate that the 'Roll-Up Worklists' field is cleared up and empty.
  17. Validate that the 'Client' search input field is now enabled.
  18. Enter 'Client A' in the 'Client search' field and select from the results.
  19. Validate that the 'Roll-Up Worklists' shows with the data that involves 'Client A'.
  20. Select 'All' in the ''Roll-Up Worklists' field.
  21. Click [Select Roll-Ups to Unpost].
  22. Validate that the 'Select Roll-Up Services To Unpost' window opens up with the below filter options with data to select and the grid that has the service details.
  23. Service Code.
  24. Guarantor.
  25. Location.
  26. Practitioner.
  27. In the 'Select Roll-Up Services To Unpost' form, Validate that the Grid shows data that only involves 'Client A'.
  28. Click [Close/Cancel].
  29. Enter 'Client B' in the 'Client search' field and select from the results.
  30. Validate that the 'Roll-Up Worklists' shows with the data that involves 'Client B'.
  31. Select 'All' in the ''Roll-Up Worklists' field.
  32. Click [Select Roll-Ups to Unpost].
  33. Validate that the 'Select Roll-Up Services To Unpost' window opens up with the below filter options with data to select and the grid that has the service details.
  34. Service Code.
  35. Guarantor.
  36. Location.
  37. Practitioner.
  38. In the 'Select Roll-Up Services To Unpost' form, Validate that the Grid shows data that only involves 'Client B'.
  39. Click [Close/Cancel].
  40. Click 'All Clients' -in the 'All or Individual Client' field.
  41. Validate that the 'Client' search input field is disabled.
  42. Validate that the 'Roll-Up Worklists' field now shows all the roll-up(s) available to unpost with the selected date range.
  43. Select 'All' in the ''Roll-Up Worklists' field.
  44. Click [Select Roll-Ups to Unpost].
  45. Validate that the 'Select Roll-Up Services To Unpost' window opens up with the below filter options with data to select and the grid that has the service details.
  46. Service Code.
  47. Guarantor.
  48. Location.
  49. Practitioner.
  50. In the 'Select Roll-Up Services To Unpost' form, Validate that the Grid shows data that involves both 'Client A' and 'Client B'.
  51. Validate that the grid is sorted by the client's last name.
  52. Select and deselect the data from the four selection fields at the top of the screen.
  53. Verify that when checking/ unchecking any of the values in the above four fields, the grid rows are updated with the appropriate roll-up services that match the selection.
  54. Click [Save].
  55. Click [Yes].
  56. Click [Unpost Roll-Ups].
  57. Validate the received message says, "Roll-up unposting complete."
  58. Click [OK].
  59. Validate that the Report Viewer opens up.
  60. Verify that the report contains all the roll-up data that are successfully unposted.
  61. Close the Report.
  62. Query the below tables and verify that the posted roll-up data is displayed correctly:
  63. "rollup_services_unpost"
  64. Close the SQL Querying window.
Scenario 2: Unpost Roll-Up worklist - 'Unpost Selected Roll-Up Services' Grid/ Additional Error validation.
Specific Setup:
  • Clients are admitted and the diagnosis record(s) are created,
  • Client A
  • Client B
  • Financial Eligibility is added to the clients as below,
  • Client A - Guarantor 1.
  • Client B - Guarantor 2.
  • Rollup services and the respective component services are created using the 'Service Codes' form and set up with the fee using the 'Service Fee/Cross Reference Maintenance' form.
  • Rollup 1
  • Component 1(a)
  • Component 1(b)
  • Component 1(c)
  • Rollup 2
  • Component 2(a)
  • Component 2(b)
  • Component 2(c)
  • Rollup 3
  • Component 3(a)
  • Component 3(b)
  • Component 3(c)
  • Using the 'Client Charge Input' form, enter a few component services on different dates for the client(s).
  • Multiple Roll-Up Services Definitions are created that include the above roll-up/ component services.
  • Rollup Definition 1
  • Rollup Definition 2
  • Rollup Definition 3
  • Using the 'Compile Roll-Up Services Worklist' form compile the roll-up Worklist(s).
  • Post the roll-up compiles and use 'Client Ledger' to spot check the roll-up services have been created and the component services have been adjusted appropriately.
  • Roll-Up already claimed:
  • Using the 'Electronic Billing' form, create claims for some roll-up services that have already been compiled and posted.
  • Roll_Up has a payment, adjustment, or transfer posted:
  • Post a payment, adjustment, or transfer against some existing roll-up services.
  • User Definition:
  • User should be added permissions for the below database table,
  • "rollup_unpost_errors"
Steps
  1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
  2. Select 'Unpost Selected Roll-Up Services'.
  3. Click 'Roll-Up Posting Date' in the 'Select By Posting Date or Date of Service' field.
  4. Enter appropriate 'From' and 'To' date(s), that include our roll-ups.
  5. Click 'Individual Client' -in the 'All or Individual Client' field.
  6. Enter 'Client A' in the 'Client search' field and select from the results.
  7. Validate that the 'Roll-Up Worklists' shows with the data that involves 'Client A'.
  8. Select the roll-ups that have Payments/ Adjustments/ Transfers for the services.
  9. Click [Select Roll-Ups to Unpost].
  10. Validate that the 'Select Roll-Up Services To Unpost' window opens up with the below filter options with data to select and the grid that has the service details.
  11. Service Code.
  12. Guarantor.
  13. Location.
  14. Practitioner.
  15. In the 'Select Roll-Up Services To Unpost' form, Validate that the 'Pmt/Adj' column fields show a "Y" for the services that have Payments/ Adjustments/Transfers.
  16. Select the service row for which the 'Pmt/Adj' fields show a "Y".
  17. Click [Save].
  18. Click [Yes].
  19. Click [Unpost Roll-Ups].
  20. Validate that the received message says "Roll-up unposting complete. Errors found."
  21. Click [OK].
  22. Validate that the Report Viewer opens up.
  23. Verify that the report contains 'No Data Found For Report' with the 'Roll-Up Services Unpost Errors' link.
  24. Click the 'Roll-Up Services Unpost Errors' link.
  25. Validate that the 'Roll-Up Services Unpost Errors' have the error detail concerning the payment/ Adjustment/ transfer posted to the roll-up service.
  26. Close the Report.
  27. Repeat steps 3 to 7 for 'Client B'.
  28. Select the roll-ups that have Claims for the services.
  29. Click [Select Roll-Ups to Unpost].
  30. Validate that the 'Select Roll-Up Services To Unpost' window opens up with the below filter options with data to select and the grid that has the service details.
  31. Service Code.
  32. Guarantor.
  33. Location.
  34. Practitioner.
  35. In the 'Select Roll-Up Services To Unpost' form, Validate that the 'Claim #' column fields show the Claim number for the services that are already claimed.
  36. Select the service row for which the 'Claim #' column fields have the Claim number.
  37. Click [Save].
  38. Click [Yes].
  39. Click [Unpost Roll-Ups].
  40. Validate that the received message says "Roll-up unposting complete. Errors found."
  41. Click [OK].
  42. Validate that the Report Viewer opens up.
  43. Verify that the report contains 'No Data Found For Report' with the 'Roll-Up Services Unpost Errors' link.
  44. Click the 'Roll-Up Services Unpost Errors' link.
  45. Validate that the 'Roll-Up Services Unpost Errors' have the error detail concerning the roll-up service that has been claimed along with the claim number(s).
  46. Close the Report.
  47. Query the below tables and verify that the error details are captured and shown correctly,
  48. "rollup_unpost_errors"
  49. Close the SQL Querying window.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • NX
AV-93037 Summary | Details
Roll-Up Services Definition - Roll-Up Add-On Codes If Present
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Roll-Up Services Definition
  • Client Charge Input
  • Client Ledger
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
Scenario 1: Roll-Up Services Definition - Validating the form with the new field 'Roll-Up Add-On Codes If Present'
Specific Setup:
  • Rollup services and the respective component services are created using the 'Service Codes' form and set up with the fee using the 'Service Fee/Cross Reference Maintenance' form.
  • Rollup 1
  • Component 1(a)
  • Component 1(b)
  • Component 1(c)
Steps
  1. Open ‘Roll-Up Services Definition’.
  2. Validate that the new field 'Roll-Up Add-On Codes If Present' exists with the below options,
  3. Yes.
  4. No.
  5. Validate that by default no options are selected.
  6. Click 'Add' in 'Add/Edit/Delete Roll-Up Service Definition'.
  7. Set any desired value to the 'Roll-Up Description' field.
  8. Rollup Definition 1.
  9. Select 'Rollup 1' from the Roll-Up Service field.
  10. Select the below services in the 'Component Services' field.
  11. Component 1(a).
  12. Component 1(b).
  13. Component 1(c).
  14. Fill in all the required fields.
  15. Select 'Yes' in 'Roll-Up Add-On Codes If Present'.
  16. Click [Submit].
  17. Validate a message is received stating "Roll-Up Services Definition has completed. Do you wish to return to form?".
  18. Click [No].
  19. Open ‘Roll-Up Services Definition’.
  20. Click 'Edit' in 'Add/Edit/Delete Roll-Up Service Definition'.
  21. Select 'Rollup Definition 1' from 'Existing Roll-Up Definition'.
  22. Validate that the field 'Roll-Up Add-On Codes If Present' is retained with the value 'Yes'.
  23. Click [Discard].
  24. Click [Yes].
  25. Query the below table and validate that the columns 'roll_up_add_on_code' and 'roll_up_add_on_value' are shown with the values 'Y' and 'Yes' respectively for 'Rollup Definition 1'.
  26. "rollup_services_def".
  27. Close the SQL query viewer and return to the NX application window.
  28. Open ‘Roll-Up Services Definition’.
  29. Click 'Edit' in 'Add/Edit/Delete Roll-Up Service Definition'.
  30. Select 'Rollup Definition 1' from 'Existing Roll-Up Definition'.
  31. Select 'No' in 'Roll-Up Add-On Codes If Present'.
  32. Click [Submit].
  33. Click [No].
  34. Query the below table and validate that the columns 'roll_up_add_on_code' and 'roll_up_add_on_value' are shown with the values 'N' and 'No' respectively for 'Rollup Definition 1'.
  35. "rollup_services_def".
  36. Close the SQL query viewer and return to the NX application window.
  37. Open ‘Roll-Up Services Definition’.
  38. Click 'Edit' in 'Add/Edit/Delete Roll-Up Service Definition'.
  39. Select 'Rollup Definition 1' from 'Existing Roll-Up Definition'.
  40. Clear the current selection in 'Roll-Up Add-On Codes If Present' by selecting the option and pressing the 'F5' key.
  41. Click [Submit].
  42. Click [No].
  43. Query the below table and validate that the columns 'roll_up_add_on_code' and 'roll_up_add_on_value' are shown with the values '[NULL]' and 'No Entry' respectively for 'Rollup Definition 1'.
  44. "rollup_services_def".
  45. Close the SQL query viewer and return to the NX application window.
Scenario 2: Roll-Up Services Definition - Validating the Roll-Up process with the new field 'Roll-Up Add-On Codes If Present'
Specific Setup:
  • A client got admitted and the diagnosis record(s) were created,
  • Client A
  • Financial Eligibility is added to the clients as below,
  • Client A - Guarantor 1.
  • Rollup service, component service, and add-on services are created using the 'Service Codes' form and set up with the fee using the 'Service Fee/Cross Reference Maintenance' form.
  • Rollup 1 (Roll up code)
  • Component 1 (Component code)
  • AddOn 1 (select 'Add-On Code' for the 'Service Code Category' and Select 'Evaluation Management' for the 'Service Code Type').
  • AddOn 2 (select 'Interactive Complexity' for the 'Service Code Category').
  • Roll-Up Services Definition:
  • Roll-Up Services Definition is created that includes the above roll-up/component services.
  • Rollup Definition 1
  • Do not include the service codes of the add-on services in the list of component services.
  • In the new field- 'Roll-Up Add-On Codes If Present' field, select 'Yes'.
Steps
  1. Open 'Client Charge Input'.
  2. For 'Client A' create charges with the component service(s) of the roll-up as below
  3. Date 1 - Component 1(a)
  4. Select AddOn 1 and AddOn 2 in the 'Additional Information'.
  5. Set any desired value in the 'Psychotherapy Add-On Duration' field, such as 15 or 30 minutes.
  6. Date 2 - Component 1(a), Component 1(b)
  7. Select AddOn 1 and AddOn 2 in the 'Additional Information'.
  8. Set any desired value in the 'Psychotherapy Add-On Duration' field, such as 15 or 30 minutes.
  9. Close the 'Client Charge Input' form.
  10. Open 'Client Ledger'.
  11. Select 'Client A'.
  12. Click 'All Episodes'.
  13. Click 'Simple'.
  14. Click [Process].
  15. Validate that the ledger shows all the component services along with the service add-ons for the respective dates.
  16. Close the report.
  17. Click [No].
  18. Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'.
  19. Set the 'From' and 'To' date that covers the services created in Step 2.
  20. Select 'Rollup Definition 1' from 'Roll-Up Definitions'.
  21. Click [Compile Worklist].
  22. Validate a message is received stating "Compile complete.".
  23. Click [OK].
  24. Click [Run Report].
  25. Validate that the primary service('Component 1') and both of its add-on services(AddOn 1 and AddOn 2) are included in the Worklist.
  26. Close the report.
  27. Click 'Post Roll-Up Services Worklist'.
  28. Select the compiled Roll-up Worklist in the 'Through Date' field.
  29. Select any desired posting code from the 'Write Off Posting Code' dropdown.
  30. Click [Post Worklist].
  31. Validate a message is received stating "Post complete.".
  32. Click [OK].
  33. Click [Discard].
  34. Click [Yes].
  35. Open 'Client Ledger'.
  36. Select 'Client A'.
  37. Click 'All Episodes'.
  38. Click 'Simple'.
  39. Click [Process].
  40. Validate that the roll-up service was created and that the primary service and two add-on services are marked as "RollUp" and have been written off.
  41. Close the report.
  42. Click [No].
  43. Open ‘Roll-Up Services Definition’.
  44. Select 'Edit' from the 'Add/Edit/Delete Roll-Up Service Definition' field.
  45. Select 'Rollup Definition 1' from the 'Existing Roll-Up Definition' dropdown list.
  46. Validate that all the fields are populated with the data for the 'Rollup Definition 1'.
  47. Select 'No' for 'Roll-Up Add-On Codes If Present'.
  48. Click [Submit].
  49. Click [No].
  50. Repeat Steps 1 to 18 for some different date(s).
  51. Validate that the add-on services are not included in the Worklist report.
  52. Close the report.
  53. Click 'Post Roll-Up Services Worklist'.
  54. Select the compiled Roll-up Worklist in the 'Through Date' field.
  55. Select any desired posting code from the 'Write Off Posting Code' dropdown.
  56. Click [Post Worklist].
  57. Validate a message is received stating "Post complete.".
  58. Click [OK].
  59. Click [Discard].
  60. Click [Yes].
  61. Open 'Client Ledger'.
  62. Select 'Client A'.
  63. Click 'All Episodes'.
  64. Click 'Simple'.
  65. Click [Process].
  66. Validate that the add-on services are not included during the roll-up and not adjusted off.
  67. Close the report.
  68. Click [No].
  69. Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'.
  70. Select 'Unpost Last Roll-Up Services Worklist'.
  71. Select the posted roll-up Worklist from the 'Through Date' dropdown.
  72. Click [Unpost Worklist].
  73. Validate a message is received stating "Unpost complete.".
  74. Click [OK].
  75. Click [Discard].
  76. Click [Yes].
  77. Open 'Client Ledger'.
  78. Select 'Client A'.
  79. Click 'All Episodes'.
  80. Click 'Simple'.
  81. Click [Process].
  82. Validate that the roll-up service is removed and that the adjustments are removed from the component service and the two add-on services.
  83. Close the report.
  84. Click [No].
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • NX • Roll-Up Service Definition
AV-93039 Summary | Details
Roll-Up Services Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Roll-Up Services Definition
  • Client Charge Input
  • Client Ledger
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
Scenario 1: Roll-Up Services Definition - Validating the New Registry Setting 'Prevent Roll-Up From Happening If There Is Only One Component Service'
Specific Setup:
  • Rollup services and the respective component services are created using the 'Service Codes' form and set up with the fee using the 'Service Fee/Cross Reference Maintenance' form.
  • Rollup 1
  • Component 1(a)
  • Component 1(b)
  • Component 1(c)
  • Roll-Up Services Definition is created that includes the above roll-up/component services.
  • Rollup Definition 1
Steps
  1. Open ‘Registry Settings’.
  2. Search for the 'Prevent Roll-Up From Happening If There Is Only One Component Service' setting and select it.
  3. Validate that initially the Registry Setting Value text is defaulted to "N".
  4. Try to enter a value that is more than one character in the 'Registry Setting Value' field and exit the field.
  5. Validate the error message displays saying, "The selected value is not valid in the current system code for the following reason: More than 1 character".
  6. Click [OK].
  7. Try to enter a value that is one character anything other than 'Y' or 'N' in the 'Registry Setting Value' field and exit the field.
  8. Validate the error message displays saying, "The selected value is not valid in the current system code for the following reason: Response must be 'Y' or 'N'".
  9. Click [OK].
  10. Click [Submit].
  11. Click [OK].
  12. Click [No].
  13. Open ‘Roll-Up Services Definition’.
  14. Validate that the new field 'Prevent Roll-Up From Happening If There Is Only One Component Service' does not exist in the form.
  15. Click [Discard].
  16. Open ‘Registry Settings’.
  17. Search for the 'Prevent Roll-Up From Happening If There Is Only One Component Service' setting and select it.
  18. Set the 'Registry Setting Value' field value to "Y".
  19. Click [Submit].
  20. Click [OK].
  21. Click [No].
  22. Open ‘Roll-Up Services Definition’.
  23. Select 'Edit' from the 'Add/Edit/Delete Roll-Up Service Definition' field.
  24. Select 'Rollup Definition 1' from the 'Existing Roll-Up Definition' dropdown list.
  25. Validate that all the fields are populated with the data for the 'Rollup Definition 1'.
  26. Validate that the new field 'Prevent Roll-Up From Happening For A Client If There Is Only One Component Service' exists with the below options:
  27. Yes
  28. No
  29. Validate that no option is selected by default.
  30. Click [Submit].
  31. Click [No].
  32. Query the below table and validate that Columns 'prevent_if_single_code' and 'prevent_if_single_value' have the following values respectively, '[NULL]' and '[NULL]'.
  33. "rollup_services_def"
  34. Close the query window and return to the Avatar NX window.
  35. Open ‘Roll-Up Services Definition’.
  36. Select 'Edit' from the 'Add/Edit/Delete Roll-Up Service Definition' field.
  37. Select 'Rollup Definition 1' from the 'Existing Roll-Up Definition' dropdown list.
  38. Validate that all the fields are populated with the data for the 'Rollup Definition 1'.
  39. Select 'No' for 'Prevent Roll-Up From Happening For A Client If There Is Only One Component Service'.
  40. Click [Submit].
  41. Click [No].
  42. Query the below table and validate that Columns 'prevent_if_single_code' and 'prevent_if_single_value' have the following values respectively, 'N' and 'No'.
  43. "rollup_services_def"
  44. Close the query window and return to the Avatar NX window.
  45. Open ‘Roll-Up Services Definition’.
  46. Select 'Edit' from the 'Add/Edit/Delete Roll-Up Service Definition' field.
  47. Select 'Rollup Definition 1' from the 'Existing Roll-Up Definition' dropdown list.
  48. Validate that all the fields are populated with the data for the 'Rollup Definition 1'.
  49. Validate that the 'Prevent Roll-Up From Happening For A Client If There Is Only One Component Service' field is showing the value filed in Step-36.
  50. Select 'Yes' for 'Prevent Roll-Up From Happening For A Client If There Is Only One Component Service'.
  51. Click [Submit].
  52. Click [No].
  53. Query the below table and validate that Columns 'prevent_if_single_code' and 'prevent_if_single_value' have the following values respectively, 'Y' and 'Yes'.
  54. "rollup_services_def"
  55. Close the SQL Querying window.
Scenario 2: Compile/Post Roll-Up Services Definition - with the New Registry Setting 'Prevent Roll-Up From Happening If There Is Only One Component Service'
Specific Setup:
  • Registry Settings:
  • 'Prevent Roll-Up From Happening For A Client If There Is Only One Component Service' is set to 'Y'.
  • Clients: Client A is admitted and has an active diagnosis and financial eligibility records. The eligibility guarantor is guarantor 1.
  • Rollup services and the respective component services are created using the 'Service Codes' form and set up with the fee using the 'Service Fee/Cross Reference Maintenance' form.
  • Rollup 1
  • Component 1(a)
  • Component 1(b)
  • Roll-Up Services Definition is created that includes the above roll-up/component services.
  • Rollup Definition 1
Steps
  1. Open ‘Roll-Up Services Definition’.
  2. Select 'Edit' from the 'Add/Edit/Delete Roll-Up Service Definition' field.
  3. Select 'Rollup Definition 1' from the 'Existing Roll-Up Definition' dropdown list.
  4. Validate that all the fields are populated with the data for the 'Rollup Definition 1'.
  5. Select desired value in 'Component Service Date Rules'.
  6. Select 'Yes' for 'Prevent Roll-Up From Happening For A Client If There Is Only One Component Service'.
  7. Click [Submit].
  8. Click [No].
  9. Open 'Client Charge Input'.
  10. For 'Client A' create charges with the component service(s) of the roll-up as below
  11. Date 1 - Component 1(a)
  12. Date 2 - Component 1(a), Component 1(b)
  13. Close the 'Client Charge Input' form.
  14. Open 'Client Ledger'.
  15. Select 'Client A'.
  16. Click 'All Episodes'.
  17. Click 'Simple'.
  18. Click [Process].
  19. Validate that the ledger shows the component services for the respective dates.
  20. Close the report.
  21. Click [No].
  22. Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'.
  23. Set the 'From' and 'To' dates to cover the services created in Step 10.
  24. Select 'Rollup Definition 1' from 'Roll-Up Definitions'.
  25. Click [Compile Worklist].
  26. Validate that received message says, "Compile complete.".
  27. Click [OK].
  28. Click [Run Report].
  29. Validate that no roll-up was created for the date(s) where there was only one component service entered for 'Client A'.
  30. Validate that a roll-up was created for the date(s) where there are multiple component services.
  31. Close the report.
  32. Click [Discard].
  33. Click [Yes].
  34. Open ‘Roll-Up Services Definition’.
  35. Select 'Edit' from the 'Add/Edit/Delete Roll-Up Service Definition' field.
  36. Select 'Rollup Definition 1' from the 'Existing Roll-Up Definition' dropdown list.
  37. Select 'No' for 'Prevent Roll-Up From Happening For A Client If There Is Only One Component Service'.
  38. Click [Submit].
  39. Click [No].
  40. Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'.
  41. Set the 'From' and 'To' dates to cover the services created in Step 10.
  42. Select 'Rollup Definition 1' from 'Roll-Up Definitions'.
  43. Click [Compile Worklist].
  44. Validate that the received message says, "Compile complete.".
  45. Click [OK].
  46. Click [Run Report].
  47. Validate that a roll-up service was created for each component service date, even if there is only one component service on that date for 'Client A'.
  48. Close the report.
  49. Click [Discard].
  50. Click [Yes].
  51. Open ‘Roll-Up Services Definition’.
  52. Select 'Edit' from the 'Add/Edit/Delete Roll-Up Service Definition' field.
  53. Select 'Rollup Definition 1' from the 'Existing Roll-Up Definition' dropdown list.
  54. Validate that all the fields are populated with the data for the 'Rollup Definition 1'.
  55. Select 'Yes' for 'Prevent Roll-Up From Happening For A Client If There Is Only One Component Service'.
  56. Click [Submit].
  57. Click [No].
  58. Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'.
  59. Set the 'From' and 'To' dates to cover the services created in Step 10.
  60. Select 'Rollup Definition 1' from 'Roll-Up Definitions'.
  61. Click [Compile Worklist].
  62. Validate that the received message says, "Compile complete.".
  63. Click [OK].
  64. Click [Run Report].
  65. Validate that no roll-up was created for the date(s) where there was only one component service entered for 'Client A'.
  66. Validate that a roll-up was created for the date(s) where there are multiple component services.
  67. Close the report.
  68. Click 'Post Roll-Up Services Worklist'.
  69. Select the compiled Roll-up Worklist in the 'Through Date' field.
  70. Select any desired posting code from the 'Write Off Posting Code' dropdown.
  71. Click [Post Worklist].
  72. Validate the received message says, "Post complete.".
  73. Click [OK].
  74. Click [Discard].
  75. Click [Yes].
  76. Open 'Client Ledger'.
  77. Select 'Client A'.
  78. Click 'All Episodes'.
  79. Click 'Simple'.
  80. Click [Process].
  81. Validate that the ledger shows the component services marked as 'Roll-Up', along with the newly created Roll-Up service as 'Open' only for the dates that have multiple component services.
  82. Validate that the component services are not rolled up and that no Roll-Up service is created for the dates that have only one component service.
  83. Close the report.
  84. Click [No].
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • NX • Registry Settings • Roll-Up Service Definition
Table Changes
Table Column Change
SYSTEM.rollupservicesdef roll_up_add_on_code Add
SYSTEM.rollupservicesdef roll_up_add_on_value Add
SYSTEM.rollupservicesdef prevent_if_single_code Add
SYSTEM.rollupservicesdef prevent_if_single_value Add
SYSTEM.rollupservicesunpost Add table
SYSTEM.rollupservicesunpost FACILITY Add
SYSTEM.rollupservicesunpost PATID Add
SYSTEM.rollupservicesunpost client_name Add
SYSTEM.rollupservicesunpost EPISODE_NUMBER Add
SYSTEM.rollupservicesunpost JOIN_TO_TX_HISTORY Add
SYSTEM.rollupservicesunpost unpost_date Add
SYSTEM.rollupservicesunpost service_code Add
SYSTEM.rollupservicesunpost service_description Add
SYSTEM.rollupservicesunpost date_of_rollup_service Add
SYSTEM.rollupservicesunpost practitioner_id Add
SYSTEM.rollupservicesunpost practitioner_name Add
SYSTEM.rollupservicesunpost program_code Add
SYSTEM.rollupservicesunpost program_value Add
SYSTEM.rollupservicesunpost location_code Add
SYSTEM.rollupservicesunpost location_value Add
SYSTEM.rollupservicesunpost duration Add
SYSTEM.rollupservicesunpost service_units Add
SYSTEM.rollupservicesunpost GUARANTOR_ID Add
SYSTEM.rollupservicesunpost guarantor_name Add
SYSTEM.rollupservicesunpost unpost_index Add
SYSTEM.rollupservicesunpost data_entry_utc Add
SYSTEM.rollupservicesunpost data_entry_timezone_info_all Add
SYSTEM.rollupservicesunpost data_entry_time_j Add
SYSTEM.rollupservicesunpost data_entry_offset Add
SYSTEM.rollupservicesunpost data_entry_timezone_short Add
SYSTEM.rollupservicesunpost data_entry_by Add
SYSTEM.rollupservicesunpost data_entry_by_option Add
SYSTEM.rollupservicesunpost data_entry_date Add
SYSTEM.rollupservicesunpost data_entry_time Add
SYSTEM.rollupservicesunpost data_entry_user_id Add
SYSTEM.rollupservicesunpost data_entry_user_name Add
SYSTEM.rollupservicesunpost data_entry_source Add
SYSTEM.rollupservicesunpost option_id Add
SYSTEM.rollupunposterrors Add table
SYSTEM.rollupunposterrors FACILITY Add
SYSTEM.rollupunposterrors PATID Add
SYSTEM.rollupunposterrors client_name Add
SYSTEM.rollupunposterrors EPISODE_NUMBER Add
SYSTEM.rollupunposterrors JOIN_TO_TX_HISTORY Add
SYSTEM.rollupunposterrors service_code Add
SYSTEM.rollupunposterrors service_description Add
SYSTEM.rollupunposterrors date_of_service Add
SYSTEM.rollupunposterrors practitioner_id Add
SYSTEM.rollupunposterrors practitioner_name Add
SYSTEM.rollupunposterrors error_message Add
SYSTEM.rollupunposterrors unpost_index Add
SYSTEM.rollupunposterrors data_entry_utc Add
SYSTEM.rollupunposterrors data_entry_timezone_info_all Add
SYSTEM.rollupunposterrors data_entry_time_j Add
SYSTEM.rollupunposterrors data_entry_offset Add
SYSTEM.rollupunposterrors data_entry_timezone_short Add
SYSTEM.rollupunposterrors data_entry_by Add
SYSTEM.rollupunposterrors data_entry_by_option Add
SYSTEM.rollupunposterrors data_entry_date Add
SYSTEM.rollupunposterrors data_entry_time Add
SYSTEM.rollupunposterrors data_entry_user_id Add
SYSTEM.rollupunposterrors data_entry_user_name Add
SYSTEM.rollupunposterrors data_entry_source Add
SYSTEM.rollupunposterrors option_id Add