Avatar Cal-PM 2024 Update 6

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Product Requirements and Recommendations

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Product Update Description

An issue is resolved where charges that are not included in the interim batch may be closed while closing charges for that interim batch.

Required Updates

None

Included Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-94566 Details \| User Acceptance Tests Close Charges - Interim Billing Batch An issue is resolved in the 'Close Charges' by 'Interim Billing Batch' process where the settings for the Through date in the Interim Billing Batch is respected when filed without specifying a 'Thru' date in the 'Close Charges' form. KB0075893 v0.01	Topics • Close Charges • Interim Billing Batch

Acceptance Tests

AV-94566 Summary | Details

Close Charges - Interim Billing Batch

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Ledger
Create Interim Billing Batch File
Open Closed Charges

Scenario 1: Validating 'Close Charges' functionality

Specific Setup:

Admit an outpatient client with an active diagnosis and financial eligibility.
Render several services to the newly created client.
Create an interim billing batch.

Steps

Open the 'Close Charges' form.
Set the "Liability Update Or Close Charges" field to " Close Charges".
Set a date in the "Thru Date" field that includes some, but not all services in the interim batch.
Select "Individual" in the "Individual, All, Or Interim Batch Cycle" field.
Enter a name or ID in the "Client ID" field.
Select an episode in the "Episode Number" field.
Submit the form to close all charges for the client and thru date specified.
Validate the client ledger to ensure the services closed,
Open the 'Close Charges' form.
Set the "Liability Update Or Close Charges" field to " Close Charges".
Set a date in the "Thru Date" field.
Select "Interim Batch Cycle" in the "Individual, All, Or Interim Batch Cycle" field.
Select an Interim Batch Number in the "Interim Batch Number" field.
Submit the form to close all charges for the client and thru date specified.
Validate the client ledger to ensure the services closed.

Scenario 2: Validating 'Close Charges' by 'Interim Batch Cycle' functionality.

Specific Setup:

Clients:
Client A:
Admit an outpatient client with an active diagnosis and financial eligibility.
Render four services for four different dates using the Client Charge Input form.
Client B:
Admit an outpatient client with an active diagnosis and financial eligibility.
Render four services for four different dates using the Client Charge Input form.
Interim Billing Batch:
Batch A:
Create an interim billing batch that covers Client A and only covers the first two services.
Batch B:
Create an interim billing batch that covers Client B and all four services.
Registry Setting(s):
The "Close Charges By Program And Guarantor Of Batch Only" registry setting should be set to the value 'B'.

Steps

Open the 'Close Charges' form.
Set the "Liability Update Or Close Charges" field to " Close Charges".
Leave the "Thru Date" field blank.
Select "Interim Batch Cycle" in the "Individual, All, Or Interim Batch Cycle" field.
Select Interim 'Batch A' from the "Interim Batch Number" field.
Submit the form to close all charges with the Interim Batch and "Thru Date" not specified.
Open the 'Client Ledger' form.
Select Client A in the "Client ID" field.
Select "All Episodes" in the "Claim/Episode/All Episodes" field.
Select "Simple" in the "Ledger Type" field.
Select "Process".
Validate that only the services that are covered by Interim 'Batch A' are Closed.
Close the report.
Select "No".
Open the 'Open Closed Charges' form.
Select "Individual" in the "Individual, All, Or Interim Batch Cycle" field.
Select Client A in the "Client ID" field.
Select the Episode from the "Episode" field.
Select the "Select Charges To Open" button.
Select all the services by checking them in the 'Open Closed Charges' window.
Click "OK".
Select "Submit".
Select "Yes".
Select "No".
Open the 'Close Charges' form.
Set the "Liability Update Or Close Charges" field to " Close Charges".
Select "T" in the "Thru Date" field.
Select "Interim Batch Cycle" in the "Individual, All, Or Interim Batch Cycle" field.
Select Interim 'Batch A' from the "Interim Batch Number" field.
Submit the form to close all charges with the Interim Batch and "Thru Date" specified as Today.
Open the 'Client Ledger' form.
Select Client A in the "Client ID" field.
Select "All Episodes" in the "Claim/Episode/All Episodes" field.
Select "Simple" in the "Ledger Type" field.
Select "Process".
Validate that only the services that are covered by Interim 'Batch A' are closed.
Close the report.
Select "No".
Open the 'Close Charges' form.
Set the "Liability Update Or Close Charges" field to " Close Charges".
Leave the "Thru Date" field blank.
Select "Interim Batch Cycle" in the "Individual, All, Or Interim Batch Cycle" field.
Select Interim Batch B from the "Interim Batch Number" field.
Submit the form to close all charges with the Interim Batch and "Thru Date" not specified.
Open the 'Client Ledger' form.
Select Client B in the "Client ID" field.
Select "All Episodes" in the "Claim/Episode/All Episodes" field.
Select "Simple" in the "Ledger Type" field.
Select "Process".
Validate that all the services that are covered by Interim ;Batch B' are Closed.
Close the report.
Select "No".
Open the 'Open Closed Charges' form.
Select "Individual" in the "Individual, All, Or Interim Batch Cycle" field.
Select Client B in the "Client ID" field.
Select the Episode from the "Episode" field.
Select the "Select Charges To Open" button.
Select all the services by checking them in the 'Open Closed Charges' window.
Click "OK".
Select "Submit".
Select "Yes".
Select "No".
Open the 'Close Charges' form.
Set the "Liability Update Or Close Charges" field to " Close Charges".
Set the "Thru Date" field with a date that does not cover a few services from 'Batch B'.
Select "Interim Batch Cycle" in the "Individual, All, Or Interim Batch Cycle" field.
Select Interim Batch B from the "Interim Batch Number" field.
Submit the form to close all charges with the Interim Batch and "Thru Date" not specified.
Open the 'Client Ledger' form.
Select Client B in the "Client ID" field.
Select "All Episodes" in the "Claim/Episode/All Episodes" field.
Select "Simple" in the "Ledger Type" field.
Select "Process".
Validate that only the services of Interim 'Batch B' that are covered under the "Thru Date" specified are closed.
Close the report.
Select "No".

Topics

• Close Charges • Interim Billing Batch