Avatar NX - Crystal Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Client Ledger
- Crystal Report Viewer
Scenario 1: Validating 'Guarantor Payments' sub-report in the 'Crystal' Client Ledger
Specific Setup:
- An existing client is identified that has at least two guarantors assigned and the Financial Eligibility record setup such that primary guarantor only covers a portion of charge and the rest of the liability goes to the secondary guarantor (Client A).
- A service is rendered to the client and the charges distributes between the two guarantors.
- Payment posted for the primary guarantor against the portion of the charge distributed to the primary guarantor.
Steps
- Access the 'Client Ledger' form.
- Enter "Client A" in the 'Client ID' field.
- Select "Episode" from the 'Claim/Episode/All Episodes' field.
- Select the episode selected above into the 'Episode Number' field.
- Select "Crystal" from the 'Ledger Type' field.
- Set the 'From Date' and 'To Date' fields to the current date.
- Click [Process].
- The crystal report is launched successfully.
- Click [Guarantor Payments] sub report for the primary and secondary guarantor.
- Verify that only primary guarantor who made the payment will show the detail. For any other guarantor, there will be no data displayed.
