Avatar GL 2023 Update 5

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Product Requirements and Recommendations

Avatar GL required
Avatar PM required
RADplus required
Avatar Cal-PM

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.04.00
Avatar GL 2023 Monthly Release 2023.02.00
Avatar PM 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

An issue is resolved where field "counter" is missing from the view GL.compile_charge_int_detail.

Required Updates

None

Included Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-93695 Details \| User Acceptance Tests GL.compile_charge_int_detail - Field validation Resolves an issue to ensure that the 'GL.compile_charge_int_detail' sql view includes 'counter' column and displays correct value in that field. KB0075470 v0.01	Topics • Claims Processing • GL • Print General Ledger Payment/Adjustment Interface

Acceptance Tests

AV-93695 Summary | Details

GL.compile_charge_int_detail - Field validation

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

Admission (Outpatient)
Client Ledger
COMPILE GENERAL LEDGER CHARGE INTERFACE FILE
Crystal Report Viewer
Dictionary Update (PM)
Financial Eligibility
General Ledger Charge Account Numbers
General Ledger Interface Components
General Ledger Payment/Adjustment Account Numbers
Individual Cash Posting (PM)
Posting/Adjustment Codes Definition
Print General Ledger Charge Interface File Detail
Compile General Ledger Payment/Adjustment Interface File
Print General Ledger Payment/Adjustment Interface File Detail

Scenario 1: Compile General Ledger Charge Interface File - Validating 'GL.compile_charge_int_detail' SQL table

Specific Setup:

System updated with Avatar GL module.
Dictionary Update:
File: G/L Interface
(200) - Credit G/L Charge Account Number - Contains dictionary codes and dictionary values. Note the values.
(201) - Debit G/L Charge Account Number - Contains dictionary codes and dictionary values. Note the values.
(202) - Credit G/L Payment Adjustment Account Number - Contains dictionary codes and dictionary values. Note the values.
(203) - Debit G/L Payment Adjustment Account Number - Contains dictionary codes and dictionary values. Note the values.
General Ledger Interface components are defined. Note the components.
General Ledger Charge Account Numbers and default charge account numbers are defined. Note the account codes/values.
Admission:
An outpatient client is admitted, or an existing outpatient client is identified. Please note the client must be admitted in the outpatient program which is set up in the 'General Ledger Payment Adjustment Account Numbers' form. Note the admission date/program.
Guarantor/Payors:
An existing guarantor is identified. Note the guarantor's code/name.
Financial Eligibility:
Assign the guarantor to the client.
Recurring Client Charge Input:
5-6 services are rendered to the client.
Client Ledger:
Make sure services are distributed to the guarantor assigned to the client.
Individual Cash Posting:
Post payments, adjustments and/ or transfers for 2-3 services. Note the posting date.
Close Charges:
Close the charges.

Steps

Open the 'Compile General Ledger Charge Interface File' form.
Fill out all the required fields and make sure to set the field 'Pre-Compile' to 'Yes'
Click [Process].
Verify a 'Pre-Compile' report displays the 'Print General Ledger Charge Interface Detail' message to view the details of the report.
Open the 'Print General Ledger Charge Interface Detail' form.
Enter the 'Bill Period' previously specified.
Click [Process].
Verify the report displays all applicable charges within the billing period based on the data set up in the 'General Ledger Interface components', 'General Ledger Charge Account Numbers' and 'Default charge account numbers'.
Open the 'Crystal report' or any other SQL data viewer.
Query the 'SELECT * FROM GL.compilne_charge_int_detail' table for the client identified in the setup section.
Verify an existence of the 'counter' field.
Verify the SQL view contains correct value in the 'counter' column.
Verify the SQL view displays accounts and components as defined in the setup.
Close the report.

Scenario 2: Compile General Ledger Payment/Adjustment Interface File detail - Validating 'GL.compile_payadj_int_detail' SQL table

Specific Setup:

System updated with Avatar GL module.
Dictionary Update:
File: G/L Interface
(200) - Credit G/L Charge Account Numbers - Contains dictionary codes and dictionary values. Note the values.
(201) - Debit G/L Charge Account Numbers - Contains dictionary codes and dictionary values. Note the values.
(202) - Credit G/L Payment Adjustment Account Numbers - Contains dictionary codes and dictionary values. Note the values.
(203) - Debit G/L Payment Adjustment Account Numbers - Contains dictionary codes and dictionary values. Note the values.
Admission:
An outpatient client is admitted, or an existing outpatient client is identified. Please note the client must be admitted in the outpatient program which is set up in the 'General Ledger Payment Adjustment Account Numbers' form. Note the admission date/program.
Guarantor/Payors:
An existing guarantor is identified. Note the guarantor's code/name.
Financial Eligibility:
Assign the guarantor to the client.
Recurring Client Charge Input:
5-6 services are rendered to the client.
Client Ledger:
Make sure services are distributed to the guarantor assigned to the client.
Individual Cash Posting:
Post payments, adjustments and/ or transfers for 2-3 services. Note the posting date.
Close Charges:
Close the charges.

Steps

Open the 'General Ledger Interface Components' form.
Select desired number of components for 'Number of Treatment String Items To Be Included Within General Ledger Interface Components' field.
Select desired components. Note the selected components.
Submit the form.
Open the 'General Ledger Charge Account Numbers' form.
Select component value for each of the components. Note the values.
Select desired account from the 'Credit General Ledger Charge Account Number' field.
Select desired account from the 'Debit General Ledger Charge Account Number' field.
Click [File General Ledger Charge Account Numbers].
Go to 'G/L Defaults for Charges' section.
Select desired account from the 'Default Credit General Ledger Charge Account Number' dropdown list.
Select desired account from the 'Default Debit General Ledger Charge Account Number' dropdown list.
Click [File Default General Ledger Charge Account Numbers].
Close the form.
Open the 'General Ledger Payment/Adjustment Account Numbers' form.
Select the component value for each of the components.
Select desired account from the 'Credit General Ledger Pay/Adj Account Number' field.
Select desired account from the 'Debit General Ledger Pay/Adj Account Number' field.
Click [File General Ledger Pay/Adj Account Numbers].
Go to the 'G/L Defaults for Pay/Adj' section.
Select desired account from the 'Default Credit General Ledger Pay/Adj Account Number' dropdown list.
Select desired account from the 'Default Debit General Ledger Pay/Adj Account Number' dropdown list.
Click [File Default General Ledger Pay/Adj Account Numbers].
Close the form.
Open the 'Compile General Ledger Payment/Adjustment Interface File' form.
Enter the billing period, GL posting date.
Select 'No' for Pre-Compile.
Print General Ledger Payment/Adjustment Interface File detail:
Choose the same billing period from compile and process the results.
Open the 'Crystal report' or any other SQL data viewer.
Query the 'Select * from GL.compile_payadj_int_detail' table for the client identified in the setup section.
Verify the accounts and components displays correctly as defined.

Topics

• Claims Processing • GL • Print General Ledger Payment/Adjustment Interface