Client Ledger CR
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Client Ledger CR - report validation.
Specific Setup:
- 'Staff A':
- Has access to the 'Client Ledger CR' form (Avatar PM -> Billing -> Billing Reports -> Client Ledger CR).
- 'Staff B':
- Does not have access to the form, 'Client Ledger CR' (Avatar PM -> Billing -> Billing Reports -> Client Ledger CR).
- Service Codes:
- An active service code is identified or created that has all the needed details.
- Has active fee definition.
- 'Client A':
- A new client is created or an existing one is identified and admitted to any Inpatient/ Outpatient program.
- Has active diagnosis.
- Has active financial eligibility records.
- Guarantors filed in client's financial eligibility form has all the details filled.
- Has services charged.
- Has a payment and an adjustment posted and claimed.
Steps
- Log into the system as 'Staff B'.
- Try to search and access the 'Client Ledger CR' form.
- Verify that the form is not accessible for 'Staff B'.
- Log out and log back in to the system as 'Staff A'.
- Try to search and access the 'Client Ledger CR' form.
- Verify that the form is accessible for 'Staff A'.
- Open 'Client Ledger CR'.
- Select 'Client A'.
- Verify that the following fields are displayed in the form:
- Select Patient:
- Is required and enabled.
- Populated with the selected client - 'Client A'.
- Select Episode Number:
- Is required and enabled.
- Initially blank.
- Has all the linked episodes of 'Client A'.
- Include Service Starting:
- Is required and enabled.
- Initially blank.
- Accepts future date values.
- Include Services Through:
- Is required and enabled.
- Initially blank.
- Accepts future date values.
- Remove the value from 'Select Patient'.
- Leave all the required fields empty and click [Process].
- Verify an error message displays for the missing mandatory fields.
- Click [OK].
- Select 'Client A' in the 'Select Patient' field.
- Select a desired episode.
- Enter any desired date value in 'Include Service Starting', that is a future date and does not include the services of 'Client A'.
- Verify the warning message, "Future date entered." is displayed.
- Click [Cancel].
- Verify that the filed 'Include Service Starting' is cleared/ reverted to it's last valid value entered if any.
- Repeat steps 3 (i - j).
- Click [OK].
- Verify that the field 'Include Service Starting' has the entered date value.
- Enter any desired date value in 'Include Services Through', that is before the date entered in 'Include Service Starting'.
- Verify the error message, "Should be after 'Include Service Starting' date" is displayed.
- Click [OK].
- Verify that the filed 'Include Services Through' is cleared/ reverted to it's last valid value entered if any.
- Enter any desired date value in 'Include Services Through', that is a future date and after the date entered in 'Include Service Starting'.
- Verify the warning message, "Future date entered." is displayed.
- Click [Cancel].
- Verify that the filed 'Include Services Through' is cleared/ reverted to it's last valid value entered if any.
- Repeat steps 3 (t - u).
- Click [OK].
- Verify that the field 'Include Services Through' has the entered date value.
- Click [Process].
- Verify that the report generated has no data for the selected client and the episode.
- Close the report.
- Click [Yes].
- Enter any desired date values in 'Include Service Starting' and 'Include Services Through', that includes the 'Client A' services.
- Click [Process].
- Verify that the report contains 'Client A' service data within the entered date range.
- Verify that the report's header has the below:
- RUNDATE.
- Page numbers.
- Provider name, address, and City.
- Report name.
- Client Name.
- Client ID.
- Selected Episode.
- Diagnosis History - Link.
- Graph of Charges & Payments By Month - Link.
- Verify that the appropriate service details are displayed in a table.
- Click the Client Name link in the report header.
- Validate that a new tab with title 'Client_demographics' is opened with the 'Client Demographic Data' of 'Client A'.
- Close the 'Client_demographics' report tab.
- Click the 'Diagnosis History' link in the report header.
- Validate that a new tab with title 'DIAGNOSIS_HISTORY' is opened.
- Close the 'DIAGNOSIS_HISTORY' report tab.
- Click the 'Graph of Charges & Payments By Month' link from the report header.
- Validate that a new report tab titled as 'Graph of charges_Payments' displayed with the Summary of 'Charges and Payments By Month' for 'Client A' with the graph representation.
- Close the tab, 'Graph of charges_Payments'.
- Click any value under the 'Date of Service' column of the report table.
- Validate that a new tab titled as 'Service Detail Data' is displayed with the 'Detail Service Information' of the selected service.
- Close the report tab, 'Service Detail Data'.
- Click any value under the 'Service Description' column of the report table.
- Validate that a new report tab titled as 'service_code_information', is displayed with the 'Service Code Definition' details of the selected service.
- Close the 'service_code_information' report tab.
- Click any available value under the column, 'Guarantor Name' of the report table.
- Validate that a new report tab titled as 'Guarantor detail' is displayed with 'Guarantor Data' and 'Subscriber Data' of the selected row.
- Close the report tab, 'Guarantor detail'.
- Click any value under the column, 'Guarantor Payments'.
- Validate that a new report tab titled as 'payment_detail', is displayed with the payment details of the selected guarantor payment value.
- Close the report tab, 'payment_detail'.
- Click any value under the column, 'Claim Number'.
- Validate that a new report tab titled as 'CLAIM DATA', displayed with the 'Claim Detail' of the clam number selected.
- Close the report tab, 'CLAIM DATA'.
- Click [Close Report].
- Click [No].
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Topics
• Client Ledger
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