Skip to main content

Avatar GL 2024 Update 5

  1. Last updated
  2. Save as PDF

Product Requirements and Recommendations

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

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.01.00
Avatar GL 2023 Update 5
Avatar GL 2024 Monthly Release 2024.00.01
Avatar PM 2024 Monthly Release 2024.01.00
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

An error "Not all data could be saved to the GL.compile_charge_int_detail SQL table." produced on form 'Compile General Ledger Charge Interface File' is resolved.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
General Ledger Charge Interface File - Pre-Compile
Resolves an issue to ensure that the charge account numbers are compiled successfully through the 'Compile General Ledger Charge Interface File' form when the 'Pre-Compile' is set to 'Yes'. KB0076659 v0.01
Topics
• Claims Processing • GL • Print General Ledger Payment/Adjustment Interface
 
Acceptance Tests
AV-97822 Summary | Details
General Ledger Charge Interface File - Pre-Compile
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
  • Individual Cash Posting (PM)
  • Posting/Adjustment Codes Definition
  • Print General Ledger Charge Interface File Detail
  • Compile General Ledger Payment/Adjustment Interface File
  • General Ledger Payment/Adjustment Account Numbers
  • 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 set the field 'Pre-Compile' to 'Yes'.
  3. Click [Process].
  4. Verify the report contains a message to navigate to the 'Print General Ledger Payment/Adjustment Interface File detail' to view the details of the report.
  5. Close the report.
  6. Verify the field 'Pre-Compile' is set to 'Yes'.
  7. Click [Process].
  8. Verify the reports processed successfully.
  9. Verify the report contains a message to navigate to the 'Print General Ledger Payment/Adjustment Interface File detail' to view the details of the report.
  10. Close the report.
  11. Set the field 'Pre-Compile' to 'No'.
  12. Click [Process].
  13. Verify the GL strings for the charge account numbers are generated.
  14. Close the report.
  15. Close the form.
  16. Open the 'Print General Ledger Charge Interface Detail' form.
  17. Enter the 'Bill Period' previously specified.
  18. Click [Process].
  19. 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'.
  20. Open the 'Crystal report' or any other SQL data viewer.
  21. Query the 'SELECT * FROM GL.compile_charge_int_detail' table for the client identified in the setup section.
  22. Verify an existence of the 'counter' field.
  23. Verify the SQL view contains correct value in the 'counter' column.
  24. Verify the SQL view displays accounts and components as defined in the setup.
  25. Close the report.
Scenario 2: Compile General Ledger Payment/Adjustment Interface File detail - Validating 'GL.compile_payadj_int_detail' SQL table
Specific Setup:
  • Registry setting 'Enable Payment Acknowledgement' is set to 'No'.
  • System updated with Avatar GL module.
  • Dictionary Update:
  • File: G/L Interface
  • (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 Payment/Adjustment Account Numbers' form.
  6. Select the component value for each of the components.
  7. Select desired account from the 'Credit General Ledger Pay/Adj Account Number' field.
  8. Select desired account from the 'Debit General Ledger Pay/Adj Account Number' field.
  9. Click [File General Ledger Pay/Adj Account Numbers].
  10. Go to the 'G/L Defaults for Pay/Adj' section.
  11. Select desired account from the 'Default Credit General Ledger Pay/Adj Account Number' dropdown list.
  12. Select desired account from the 'Default Debit General Ledger Pay/Adj Account Number' dropdown list.
  13. Click [File Default General Ledger Pay/Adj Account Numbers].
  14. Close the form.
  15. Open the 'Compile General Ledger Payment/Adjustment Interface File' form.
  16. Enter the billing period and GL posting date.
  17. Select 'No' for Pre-Compile.
  18. Click [Process].
  19. Verify the GL strings for the Payments/Adjustments account numbers are generated.
  20. Return to the form.
  21. Select 'Yes' for Pre-Compile.
  22. Click [Process].
  23. Verify the report contains a message to go to the 'Print General Ledger Payment/Adjustment Interface File detail'.
  24. Repeat Step # 31 through 33 again and verify the same results.
  25. Close the form.
  26. Open the 'Print General Ledger Payment/Adjustment Interface File detail' form.
  27. Choose the same billing period from compile and process the results.
  28. Verify the report displays all applicable payments/adjustments records within the billing period based on the data set up in the 'General Ledger Interface components', 'General Ledger Payments/Adjustments Account Numbers' and 'Default charge account numbers'.
  29. Open the 'Crystal report' or any other SQL data viewer.
  30. Query the 'Select * from GL.compile_payadj_int_detail' table for the client identified in the setup section.
  31. Verify the accounts and components displays correctly as defined.
  32. Close the 'Crystal Report'.
Topics
• Claims Processing • GL • Print General Ledger Payment/Adjustment Interface