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Avatar GL 2024 Monthly Release 2024.00.00 Acceptance Tests

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Update 1 Summary | Details
2024 Update installation
Scenario 1: Validate Upgrading Avatar GL 2023 to 2024 is successful when 2023.02.00 is loaded
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• Upgrade • NX
2023 Update 5 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)
  • Dictionary Update (PM)
  • Financial Eligibility
  • Client Ledger
  • Posting/Adjustment Codes Definition
  • COMPILE GENERAL LEDGER CHARGE INTERFACE FILE
  • General Ledger Payment/Adjustment Account Numbers
  • General Ledger Charge Account Numbers
  • Print General Ledger Charge Interface File Detail
  • Individual Cash Posting (PM)
  • General Ledger Interface Components
  • Crystal Report Viewer
  • 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
  1. Open the 'Compile General Ledger Charge Interface File' form.
  2. Fill out all the required fields and make sure to set the field 'Pre-Compile' to 'Yes'
  3. Click [Process].
  4. Verify a 'Pre-Compile' report displays the 'Print General Ledger Charge Interface Detail' message to view the details of the report.
  5. Open the 'Print General Ledger Charge Interface Detail' form.
  6. Enter the 'Bill Period' previously specified.
  7. Click [Process].
  8. 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'.
  9. Open the 'Crystal report' or any other SQL data viewer.
  10. Query the 'SELECT * FROM GL.compilne_charge_int_detail' table for the client identified in the setup section.
  11. Verify an existence of the 'counter' field.
  12. Verify the SQL view contains correct value in the 'counter' column.
  13. Verify the SQL view displays accounts and components as defined in the setup.
  14. 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
  1. Open the 'General Ledger Interface Components' form.
  2. Select desired number of components for 'Number of Treatment String Items To Be Included Within General Ledger Interface Components' field.
  3. Select desired components. Note the selected components.
  4. Submit the form.
  5. Open the 'General Ledger Charge Account Numbers' form.
  6. Select component value for each of the components. Note the values.
  7. Select desired account from the 'Credit General Ledger Charge Account Number' field.
  8. Select desired account from the 'Debit General Ledger Charge Account Number' field.
  9. Click [File General Ledger Charge Account Numbers].
  10. Go to 'G/L Defaults for Charges' section.
  11. Select desired account from the 'Default Credit General Ledger Charge Account Number' dropdown list.
  12. Select desired account from the 'Default Debit General Ledger Charge Account Number' dropdown list.
  13. Click [File Default General Ledger Charge Account Numbers].
  14. Close the form.
  15. Open the 'General Ledger Payment/Adjustment Account Numbers' form.
  16. Select the component value for each of the components.
  17. Select desired account from the 'Credit General Ledger Pay/Adj Account Number' field.
  18. Select desired account from the 'Debit General Ledger Pay/Adj Account Number' field.
  19. Click [File General Ledger Pay/Adj Account Numbers].
  20. Go to the 'G/L Defaults for Pay/Adj' section.
  21. Select desired account from the 'Default Credit General Ledger Pay/Adj Account Number' dropdown list.
  22. Select desired account from the 'Default Debit General Ledger Pay/Adj Account Number' dropdown list.
  23. Click [File Default General Ledger Pay/Adj Account Numbers].
  24. Close the form.
  25. Open the 'Compile General Ledger Payment/Adjustment Interface File' form.
  26. Enter the billing period, GL posting date.
  27. Select 'No' for Pre-Compile.
  28. Print General Ledger Payment/Adjustment Interface File detail:
  29. Choose the same billing period from compile and process the results.
  30. Open the 'Crystal report' or any other SQL data viewer.
  31. Query the 'Select * from GL.compile_payadj_int_detail' table for the client identified in the setup section.
  32. Verify the accounts and components displays correctly as defined.
Topics
• Claims Processing • GL • Print General Ledger Payment/Adjustment Interface
 

Avatar_GL_2024_Monthly_Release_2024.00.00_Details.csv