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Avatar NX Update 2023.05.00.02 Acceptance Tests

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AV-86152 Summary | Details
Avatar NX - Multi-Select Order Field Types
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Currently Selected Values
  • Site Specific Section Modeling (CWS)
  • Form Designer (MSO)
  • MSO Case Default
Scenario 1: Avatar NX - Multiple Response Search (MRS) field
Specific Setup:
  • A form must exist (Form A) containing an unlocked 'Multiple Response Dictionary' (Field A).
  • The logged in user must have access to the 'Site Specific Section Modeling' form.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Validate "Field A" displays as a checklist.
  3. Select the desired values from "Field A".
  4. Populate any desired and required fields.
  5. Click [Submit].
  6. Access the 'Site Specific Section Modeling' form.
  7. Select "Form A" from the 'Site Specific Section' field.
  8. Click [OK].
  9. Select 'Prompt Definition'.
  10. Select "Field A"
  11. Click [Edit Selected Item].
  12. Select "Yes" in the 'Lock Dictionary Values' field.
  13. Click [Submit].
  14. Refresh the forms.
  15. Select "Client A" and access "Form A".
  16. Select the entry from the previous steps and click [Edit].
  17. Validate the 'Current Order' field contains values.
  18. Click [Display Values for Current Entries].
  19. Validate a 'Currently selected values' field contains the values selected in the previous steps.
  20. Click [OK].
  21. Enter the desired value in "Field A".
  22. Click [Process Search].
  23. Select the desired value from the 'Search Results' field.
  24. Validate the 'Current Order' field contains the newly selected value.
  25. Click [Display Values for Current Entries].
  26. Validate a 'Currently selected values' field contains the values selected in the previous steps.
  27. Click [OK].
  28. Click [Clear Entries].
  29. Validate a dialog stating: "Clear "All" or "Select" entries?"
  30. Click [Select].
  31. Select the desired value and click [OK].
  32. Validate the 'Current Order' field updates as expected.
  33. Click [Clear Entries].
  34. Validate a dialog stating: "Clear "All" or "Select" entries?"
  35. Click [All].
  36. Validate a dialog stating: "Are you sure?" and click [Yes].
  37. Validate the 'Current Order' field clears.
  38. Enter the desired value in "Field A".
  39. Click [Process Search].
  40. Select the desired value from the 'Search Results' field.
  41. Validate the 'Current Order' field contains the newly selected value.
  42. Click [Submit].
  43. Select "Client A" and access "Form A".
  44. Select the entry from the previous steps and click [Edit].
  45. Validate the 'Current Order' field contains the value selected in the previous steps.
  46. Close the form.
Scenario 2: Avatar NX - Multiple Response with Order Preservation field
Specific Setup:
  • User must have access to the 'MSO Case Default' and 'Form Designer (MSO)' forms.
  • Please note: after the 'MSO Case Default' form has been filed, the form cannot be submitted with cleared fields.
Steps
  1. Access the 'MSO Case Default' form.
  2. Select the desired value from the 'MSO Case Default Form' field.
  3. Select any value from the 'MSO Case Default Fields' field.
  4. Validate the associated value displays in the 'Current Order' field.
  5. Select another value from the 'MSO Case Default Fields' field.
  6. Validate the newly selected value displays after the initial selection in the 'Current Order' field.
  7. Click [Submit].
  8. Validate a 'File MSO Case File' dialog stating: "File Completed" and click [OK].
  9. Access 'Form Designer'.
  10. Select "MSO Case Default" from the 'Select' field.
  11. Select "MSO Case Default" form the 'Sections' field.
  12. Click [Show Section].
  13. Validate the 'MSO Case Default Fields' and 'Current Order' field are contained in the same field.
  14. Resize this field so 'MSO Case Default Fields' and the 'Current Order' field are stacked.
  15. Click [Save], [Yes], and [OK].
  16. Submit the form.
  17. Refresh the forms.
  18. Access the 'MSO Case Default' form.
  19. Validate the form displays the form designer changes and retains the values submitted in the previous steps.
  20. Click [Clear Entries].
  21. Validate an 'MSO Case Default Fields' dialog stating: "Clear "All" or "Select" entries?" Please note: 'Select' is not currently an option.
  22. Click [All].
  23. Validate a dialog stating: "Are you sure?" and click [Yes].
  24. Validate the 'Current Order' field is cleared.
  25. Select any value from the 'MSO Case Default Fields' field.
  26. Validate the associated value displays in the 'Current Order' field.
  27. Click [Submit].
  28. Validate a 'File MSO Case File' dialog stating: "File Completed" and click [OK].
  29. Access 'Form Designer'.
  30. Select "MSO Case Default" from the 'Select' field.
  31. Select "MSO Case Default" from the 'Sections' field.
  32. Select "Yes" in the 'Revert To Other Form Designer Copy?' field.
  33. Select "Original Product Copy" from the 'Select Copy to Revert to' field.
  34. Click [Submit].
  35. Refresh the forms.
  36. Access the 'MSO Case Default' form.
  37. Validate the form displays as expected and retains the value selected in the previous steps.
  38. Close the form.
Topics
• Form Designer • Modeling • NX • Site Specific Section Modeling
AV-88959 Summary | Details
Avatar NX - Modeled Forms
Scenario 1: 'Mental Health Progress Note' - Add/Edit note
Specific Setup:
  • A client must be enrolled in an existing episode and have a treatment plan on file (Client A).
  • A copy of the 'Progress Notes (Group and Individual)' form is defined and named as 'Mental Health Progress Note'.
  • Document routing must be enabled for the 'Mental Health Progress Note' form.
  • The logged in user must have a 'Default Supervisor' in the 'Document Routing' section of the 'User Definition' form (Supervisor A).
Steps
  1. Select "Client A" and access the 'Mental Health Progress Note' form.
  2. Select any value in the 'Progress Note For' field.
  3. Select any value in the 'Note Type' field.
  4. Select any value in the 'Evidence-Based Practices' field.
  5. Populate all required and desired fields.
  6. Select "Draft" in the 'Draft/Final' field.
  7. Click [File Note].
  8. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
  9. Close the form.
  10. Select "Client A" and access the 'Mental Health Progress Note' form.
  11. Select the entry from the previous steps in the 'Select Draft Note To Edit' field.
  12. Select "Treatment Plan" in the 'Select Treatment Plan Version' field.
  13. Click [Select Goal this Note Addresses].
  14. Select the desired goal and click [Return].
  15. Edit any desired fields.
  16. Select "Final" in the 'Draft/Final' field.
  17. Click [File Note].
  18. Validate a 'Confirm Document' dialog is displayed.
  19. Click [Sign and Route].
  20. Enter the password for the logged in user in the 'Password' field.
  21. Validate the 'Route Document To' dialog is displayed.
  22. Validate "Supervisor A" has defaulted as the approver and is selected.
  23. Validate the [Submit] button is enabled.
  24. Uncheck "Supervisor A" as the approver.
  25. Validate the [Submit] button is disabled.
  26. Select "Supervisor A" as the approver.
  27. Click [Submit].
  28. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
  29. Close the form.
Scenario 2: User Modeled Form - Validate event logic in user modeled forms
Specific Setup:
  • A modeled form (Form A) is defined with the following fields:
  • First form section contains:
  • 'Date' field
  • Multi-select dictionary field (Field A) with a value that has event logic to enable other fields when selected (Value A).
  • Second form section contains:
  • A field that becomes enabled/required when "Value A" is selected (Field B).
  • A field that becomes enabled/required when "Value A" is selected (Field C).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Enter the desired date in the 'Date' field.
  3. Select "Value A" in "Field A".
  4. Navigate to the second form section.
  5. Validate "Field B" is enabled and required.
  6. Enter the desired value in "Field B".
  7. Validate "Field C" is enabled and required.
  8. Enter the desired value in "Field C".
  9. Populate any other required and desired fields.
  10. Click [Submit].
  11. Select "Client A" and access "Form A".
  12. Select the record filed in the previous steps and click [Edit].
  13. Validate all previously filed data is displayed.
  14. Close the form.
Topics
• Document Routing • Modeling • NX • Progress Notes
AV-89187 Summary | Details
Spreadsheet Batch Remittance Posting & Spreadsheet Remittance Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Create Interim Billing Batch File
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Validating financial eligibility data upon hover over the 'Transfer Guar' field.
Specific Setup:
  • Posting/Adjustment Codes Definition:
  • Desired payments, adjustments, and transfer definitions created. Note the codes/values.
  • Guarantors/Payors:
  • 2-3 existing guarantors are identified to be used. Note guarantor codes/names.
  • Service codes:
  • Two existing service codes are identified to be used. Note the service codes/descriptions.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for each service code identified in the ' Service Codes' form.
  • Admission:
  • An existing client is identified or a new client is admitted. Note client id, admission program, admission date.
  • Financial Eligibility:
  • Two or three guarantors identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
  • Client Charge Input:
  • Services are rendered to the client so that at least one of the guarantors has no liability. Note service dates / service codes.
  • Client Ledger:
  • A service distributed correctly to the assigned guarantors.
  • Create Interim Billing Batch:
  • An interim billing batch is created such that it covers the services distributed to the guarantors assigned to the client in financial eligibility.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Transfer Amount'.
  19. Enter a 'Transfer Code'.
  20. Hover over the 'Transfer Guar' field.
  21. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  22. Select the desired guarantor to transfer to in the mini table.
  23. Click [Accept].
  24. Click [Submit].
  25. Click [OK].
  26. Click [No].
  27. Open the 'Client Ledger' form.
  28. Select the 'Client ID'
  29. Select 'All Episodes' in 'Claim/Episode/All Episodes'.
  30. Enter the desired 'From Date'.
  31. Enter the desired 'To Date'.
  32. Select 'Simple' in 'Ledger Type'.
  33. Click [Process].
  34. Validate the payment and transfer activity.
  35. Click [Dismiss].
  36. Close the form.
Scenario 2: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, which are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
  • 'Create Interim Billing Batch File' has been used to create a batch for the client / services.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Payment Amount'.
  19. Validate the 'Payment Code' if a value was selected in 'Default Payment Code'. Otherwise, select a 'Payment Code'.
  20. Enter a 'Adjust Amount'.
  21. Validate the 'Adjust Code' if a value was selected in 'Default Adjustment Code'. Otherwise, select a 'Adjust Code'.
  22. Enter a 'Transfer Amount'.
  23. Validate the 'Transfer Code' if a value was selected in 'Default Transfer Code'. Otherwise, select a 'Transfer Code'.
  24. Hover over the 'Transfer Guar' field.
  25. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  26. Select the desired guarantor to transfer to in the mini table.
  27. Click [Cancel].
  28. Verify 'Cancel Confirmation' message is received.
  29. Click [Yes].
  30. Click [Discard].
  31. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting
AV-89372 Summary | Details
Spreadsheet Batch Remittance Posting – Message Box
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, which are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
  • 'Create Interim Billing Batch File' has been used to create a batch for the client / services.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Payment Amount'.
  19. Validate the 'Payment Code' if a value was selected in 'Default Payment Code'. Otherwise, select a 'Payment Code'.
  20. Enter a 'Adjust Amount'.
  21. Validate the 'Adjust Code' if a value was selected in 'Default Adjustment Code'. Otherwise, select a 'Adjust Code'.
  22. Enter a 'Transfer Amount'.
  23. Validate the 'Transfer Code' if a value was selected in 'Default Transfer Code'. Otherwise, select a 'Transfer Code'.
  24. Hover over the 'Transfer Guar' field.
  25. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  26. Select the desired guarantor to transfer to in the mini table.
  27. Click [Cancel].
  28. Verify 'Cancel Confirmation' message is received.
  29. Click [Yes].
  30. Click [Discard].
  31. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting
AV-89373 Summary | Details
Spreadsheet Remittance Posting – Sort by Service Code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Avatar NX Report Viewer
  • Batch Remittance Posting Report
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Create Interim Billing Batch File
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
  • Spreadsheet Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Validating remittance batch posting using 'Interim Billing Batch'
Specific Setup:
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Claim Adjustment Group/Reason Code Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client. Note the Guarantor code/name. The client is assigned two or more guarantors.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Remittance Batch Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. Enter desired value in ‘Receipt’.
  8. Enter desired value in ‘Check #’.
  9. Select the ‘Default Guarantor’.
  10. Select the ‘Default Payment Code’.
  11. Select the ‘Default Adjustment Code.
  12. Select the ‘Default Transfer Code.
  13. If desired, enter a 'Service Start Date'.
  14. If desired, enter a 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the data from the interim batch defaults.
  17. Click [Enter CARC(s)].
  18. Select desired value in 'CAS Adjustment Group Code'.
  19. Select desired value in 'CAS Adjustment Reason Code'.
  20. Enter an amount in 'Adjustment'.
  21. Validate that the 'Post' field is checked if the group/reason code has a value of 'No' in 'Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835.
  22. Enter additional CARC(s) as desired.
  23. Click [Save].
  24. Validate that the 'Adjust Amount' contains the total of the adjustments.
  25. Validate that the 'Adjust Code' contains the default value.
  26. If a transfer CARC was added, validate that the 'Transfer Amount' contains the total of the transfers.
  27. Validate that the 'Transfer Code' contains the default value.
  28. Hover over the 'Transfer Guar' to validate the table displays the client's guarantors, excluding the guarantor in 'Payor'.
  29. Select a 'Transfer Guar'.
  30. Enter a 'Payment Amount'.
  31. Validate that the 'Payment Code' contains the default value.
  32. If desired, click the '+' item to display the individual services.
  33. Validate the payments, adjustments, and transfers within the individual services, noting the date range of services with activity.
  34. Click [Accept].
  35. Click [Submit].
  36. Validate that the message contains 'Remittance batch 'XX' posted'.
  37. Click [OK].
  38. Click [No].
  39. Open ‘Client Ledger’ for the client and process the report for the date range of services with activity.
  40. Validate the data for the services that were paid, adjusted, or transferred.
  41. Close the report.
  42. Close the form.
Scenario 2: Spreadsheet Remittance Posting - Sort Columns
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, that are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
Steps
  1. Open ‘Spreadsheet Remittance Posting’.
  2. Select the ‘Client’.
  3. Select desired value in ‘Post By Claim or Episode’. Based on the selection above different required fields will display.
  4. Enter desired data in all required fields.
  5. Enter desired data in non-required fields.
  6. Click [Launch Work Screen].
  7. Select a ‘Payment Code’ without entering a ‘Payment Amount’. Validate that the ‘Payment Amount’ field becomes outlined in red to indicate it is required.
  8. Select a ‘Adjust Code’ without entering a ‘Adjust Amount’. Validate that the ‘Adjust Amount’ field becomes outlined in red to indicate it is required.
  9. Select a ‘Transfer Code’ or ‘Transfer Guar’ without entering a ‘Transfer Amount’. Validate that the ‘Transfer Amount’ field becomes outlined in red to indicate it is required.
  10. Add payments, adjustments, and transfers with transfer guarantors.
  11. Validate that double clicking on the following columns sorts the data: ‘Service Codes’, ‘Current Balance’, ‘Payment Amount’, ‘Payment Code’, ‘Adjust Amount’, ‘Adjust Code’, ‘Transfer Amount’, ‘Transfer Code’, ‘ Transfer Guar’, and ‘New Balance’.
  12. Highlight one field in a column that is not ‘Service Date’ or ‘Service Code’. Note the ‘Service Code’ associated to the row.
  13. Highlight several service codes that includes services codes that are the same as the one associated to the row and service codes that are not associated to the row.
  14. Validate that the services codes that remain highlighted are only the service code that is associated to the row.
  15. Click [Accept].
  16. Click [Submit].
  17. Validate that receipt report opens and contains the correct payment information.
  18. Close the form.
  19. Open ‘Client Ledger’ and process the report the date range of services.
  20. Validate that the payments, adjustments, and transfers display correctly, and that the transfers display the correct transfer guarantor.
  21. Close the report.
  22. Close the form.
Topics
• Spreadsheet Batch Remittance Posting
AV-89374 Summary | Details
Spreadsheet Remittance Posting - Column Sorting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Avatar NX Report Viewer
  • Batch Remittance Posting Report
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Create Interim Billing Batch File
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
  • Spreadsheet Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Validating remittance batch posting using 'Interim Billing Batch'
Specific Setup:
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Claim Adjustment Group/Reason Code Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client. Note the Guarantor code/name. The client is assigned two or more guarantors.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Remittance Batch Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. Enter desired value in ‘Receipt’.
  8. Enter desired value in ‘Check #’.
  9. Select the ‘Default Guarantor’.
  10. Select the ‘Default Payment Code’.
  11. Select the ‘Default Adjustment Code.
  12. Select the ‘Default Transfer Code.
  13. If desired, enter a 'Service Start Date'.
  14. If desired, enter a 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the data from the interim batch defaults.
  17. Click [Enter CARC(s)].
  18. Select desired value in 'CAS Adjustment Group Code'.
  19. Select desired value in 'CAS Adjustment Reason Code'.
  20. Enter an amount in 'Adjustment'.
  21. Validate that the 'Post' field is checked if the group/reason code has a value of 'No' in 'Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835.
  22. Enter additional CARC(s) as desired.
  23. Click [Save].
  24. Validate that the 'Adjust Amount' contains the total of the adjustments.
  25. Validate that the 'Adjust Code' contains the default value.
  26. If a transfer CARC was added, validate that the 'Transfer Amount' contains the total of the transfers.
  27. Validate that the 'Transfer Code' contains the default value.
  28. Hover over the 'Transfer Guar' to validate the table displays the client's guarantors, excluding the guarantor in 'Payor'.
  29. Select a 'Transfer Guar'.
  30. Enter a 'Payment Amount'.
  31. Validate that the 'Payment Code' contains the default value.
  32. If desired, click the '+' item to display the individual services.
  33. Validate the payments, adjustments, and transfers within the individual services, noting the date range of services with activity.
  34. Click [Accept].
  35. Click [Submit].
  36. Validate that the message contains 'Remittance batch 'XX' posted'.
  37. Click [OK].
  38. Click [No].
  39. Open ‘Client Ledger’ for the client and process the report for the date range of services with activity.
  40. Validate the data for the services that were paid, adjusted, or transferred.
  41. Close the report.
  42. Close the form.
Scenario 2: Spreadsheet Remittance Posting - Sort Columns
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, that are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
Steps
  1. Open ‘Spreadsheet Remittance Posting’.
  2. Select the ‘Client’.
  3. Select desired value in ‘Post By Claim or Episode’. Based on the selection above different required fields will display.
  4. Enter desired data in all required fields.
  5. Enter desired data in non-required fields.
  6. Click [Launch Work Screen].
  7. Select a ‘Payment Code’ without entering a ‘Payment Amount’. Validate that the ‘Payment Amount’ field becomes outlined in red to indicate it is required.
  8. Select a ‘Adjust Code’ without entering a ‘Adjust Amount’. Validate that the ‘Adjust Amount’ field becomes outlined in red to indicate it is required.
  9. Select a ‘Transfer Code’ or ‘Transfer Guar’ without entering a ‘Transfer Amount’. Validate that the ‘Transfer Amount’ field becomes outlined in red to indicate it is required.
  10. Add payments, adjustments, and transfers with transfer guarantors.
  11. Validate that double clicking on the following columns sorts the data: ‘Service Codes’, ‘Current Balance’, ‘Payment Amount’, ‘Payment Code’, ‘Adjust Amount’, ‘Adjust Code’, ‘Transfer Amount’, ‘Transfer Code’, ‘ Transfer Guar’, and ‘New Balance’.
  12. Highlight one field in a column that is not ‘Service Date’ or ‘Service Code’. Note the ‘Service Code’ associated to the row.
  13. Highlight several service codes that includes services codes that are the same as the one associated to the row and service codes that are not associated to the row.
  14. Validate that the services codes that remain highlighted are only the service code that is associated to the row.
  15. Click [Accept].
  16. Click [Submit].
  17. Validate that receipt report opens and contains the correct payment information.
  18. Close the form.
  19. Open ‘Client Ledger’ and process the report the date range of services.
  20. Validate that the payments, adjustments, and transfers display correctly, and that the transfers display the correct transfer guarantor.
  21. Close the report.
  22. Close the form.
Topics
• Spreadsheet Batch Remittance Posting
AV-89375 Summary | Details
Spreadsheet Batch Remittance Posting – Payor field.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting - Creating a new remittance batch
Specific Setup:
  • Admission:
  • A new client is added, or an existing client is identified. Note the Client id/name.
  • Financial Eligibility:
  • The guarantor(s) assigned to the client. Note the Guarantor code(s) /name (s).
  • Recurring Client Charge Input:
  • Services are rendered to the client and the liability distributed to the guarantor based on the guarantor's setup in Financial Eligibility. Note the service start/ end date and service code used.
  • Client Ledger:
  • Verify the services rendered to the client are distributed correctly to the guarantor assigned to the client in the 'Financial Eligibility' from.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter future date in the 'Posting Date' field.
  5. Verify the error message regarding future date not allowed.
  6. Enter past or current date in the 'Posting Date' field.
  7. Verify the system allows past and current date.
  8. Enter future date in the 'Date Of Receipt' field.
  9. Verify the error message regarding future date not allowed.
  10. Enter past or current date in the 'Date Of Receipt' field.
  11. Verify the system allows past and current date.
  12. Click the "Launch Work Screen" button.
  13. Enter an ID in the "Client" field.
  14. Select an episode for the selected client in the "Ep #" field.
  15. Select a claim number in the "Claim" field.
  16. Select a payer in the "Payor" field.
  17. Select a date in the "Begin Date/Svc Date" field.
  18. Select a date in the "End Date/Svc Code" field.
  19. Verify the "Total Charges" field auto populated when the claim was selected.
  20. Verify the "Liability" field auto populated when the claim was selected.
  21. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  22. Click [+] in the first column of the row.
  23. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  24. Enter an amount in the "Payment Amount" field.
  25. Select a code in the "Payment Code" field.
  26. Enter an amount in the "Adjust Amount" field.
  27. Select a code in the "Adjust Code" field.
  28. Enter an amount in the "Transfer Amount" field.
  29. Select a code in the "Transfer Code" field.
  30. Select a guarantor in the "Transfer Guar" field.
  31. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  32. Click the "Accept" button.
  33. Click the "Submit" button.
Topics
• Spreadsheet Batch Remittance Posting
AV-89376 Summary | Details
Spreadsheet Batch Remittance Posting – Required field indicator.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
  • Spreadsheet Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Remittance Posting - Sort Columns
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, that are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
Steps
  1. Open ‘Spreadsheet Remittance Posting’.
  2. Select the ‘Client’.
  3. Select desired value in ‘Post By Claim or Episode’. Based on the selection above different required fields will display.
  4. Enter desired data in all required fields.
  5. Enter desired data in non-required fields.
  6. Click [Launch Work Screen].
  7. Select a ‘Payment Code’ without entering a ‘Payment Amount’. Validate that the ‘Payment Amount’ field becomes outlined in red to indicate it is required.
  8. Select a ‘Adjust Code’ without entering a ‘Adjust Amount’. Validate that the ‘Adjust Amount’ field becomes outlined in red to indicate it is required.
  9. Select a ‘Transfer Code’ or ‘Transfer Guar’ without entering a ‘Transfer Amount’. Validate that the ‘Transfer Amount’ field becomes outlined in red to indicate it is required.
  10. Add payments, adjustments, and transfers with transfer guarantors.
  11. Validate that double clicking on the following columns sorts the data: ‘Service Codes’, ‘Current Balance’, ‘Payment Amount’, ‘Payment Code’, ‘Adjust Amount’, ‘Adjust Code’, ‘Transfer Amount’, ‘Transfer Code’, ‘ Transfer Guar’, and ‘New Balance’.
  12. Highlight one field in a column that is not ‘Service Date’ or ‘Service Code’. Note the ‘Service Code’ associated to the row.
  13. Highlight several service codes that includes services codes that are the same as the one associated to the row and service codes that are not associated to the row.
  14. Validate that the services codes that remain highlighted are only the service code that is associated to the row.
  15. Click [Accept].
  16. Click [Submit].
  17. Validate that receipt report opens and contains the correct payment information.
  18. Close the form.
  19. Open ‘Client Ledger’ and process the report the date range of services.
  20. Validate that the payments, adjustments, and transfers display correctly, and that the transfers display the correct transfer guarantor.
  21. Close the report.
  22. Close the form.
Scenario 3: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, which are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
  • 'Create Interim Billing Batch File' has been used to create a batch for the client / services.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Payment Amount'.
  19. Validate the 'Payment Code' if a value was selected in 'Default Payment Code'. Otherwise, select a 'Payment Code'.
  20. Enter a 'Adjust Amount'.
  21. Validate the 'Adjust Code' if a value was selected in 'Default Adjustment Code'. Otherwise, select a 'Adjust Code'.
  22. Enter a 'Transfer Amount'.
  23. Validate the 'Transfer Code' if a value was selected in 'Default Transfer Code'. Otherwise, select a 'Transfer Code'.
  24. Hover over the 'Transfer Guar' field.
  25. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  26. Select the desired guarantor to transfer to in the mini table.
  27. Click [Cancel].
  28. Verify 'Cancel Confirmation' message is received.
  29. Click [Yes].
  30. Click [Discard].
  31. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting
AV-89378 Summary | Details
Spreadsheet Batch Remittance Posting – Cancel button.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, which are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
  • 'Create Interim Billing Batch File' has been used to create a batch for the client / services.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Payment Amount'.
  19. Validate the 'Payment Code' if a value was selected in 'Default Payment Code'. Otherwise, select a 'Payment Code'.
  20. Enter a 'Adjust Amount'.
  21. Validate the 'Adjust Code' if a value was selected in 'Default Adjustment Code'. Otherwise, select a 'Adjust Code'.
  22. Enter a 'Transfer Amount'.
  23. Validate the 'Transfer Code' if a value was selected in 'Default Transfer Code'. Otherwise, select a 'Transfer Code'.
  24. Hover over the 'Transfer Guar' field.
  25. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  26. Select the desired guarantor to transfer to in the mini table.
  27. Click [Cancel].
  28. Verify 'Cancel Confirmation' message is received.
  29. Click [Yes].
  30. Click [Discard].
  31. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting
AV-89379 Summary | Details
Spreadsheet Batch Remittance Posting - Posting Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting - Creating a new remittance batch
Specific Setup:
  • Admission:
  • A new client is added, or an existing client is identified. Note the Client id/name.
  • Financial Eligibility:
  • The guarantor(s) assigned to the client. Note the Guarantor code(s) /name (s).
  • Recurring Client Charge Input:
  • Services are rendered to the client and the liability distributed to the guarantor based on the guarantor's setup in Financial Eligibility. Note the service start/ end date and service code used.
  • Client Ledger:
  • Verify the services rendered to the client are distributed correctly to the guarantor assigned to the client in the 'Financial Eligibility' from.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter future date in the 'Posting Date' field.
  5. Verify the error message regarding future date not allowed.
  6. Enter past or current date in the 'Posting Date' field.
  7. Verify the system allows past and current date.
  8. Enter future date in the 'Date Of Receipt' field.
  9. Verify the error message regarding future date not allowed.
  10. Enter past or current date in the 'Date Of Receipt' field.
  11. Verify the system allows past and current date.
  12. Click the "Launch Work Screen" button.
  13. Enter an ID in the "Client" field.
  14. Select an episode for the selected client in the "Ep #" field.
  15. Select a claim number in the "Claim" field.
  16. Select a payer in the "Payor" field.
  17. Select a date in the "Begin Date/Svc Date" field.
  18. Select a date in the "End Date/Svc Code" field.
  19. Verify the "Total Charges" field auto populated when the claim was selected.
  20. Verify the "Liability" field auto populated when the claim was selected.
  21. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  22. Click [+] in the first column of the row.
  23. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  24. Enter an amount in the "Payment Amount" field.
  25. Select a code in the "Payment Code" field.
  26. Enter an amount in the "Adjust Amount" field.
  27. Select a code in the "Adjust Code" field.
  28. Enter an amount in the "Transfer Amount" field.
  29. Select a code in the "Transfer Code" field.
  30. Select a guarantor in the "Transfer Guar" field.
  31. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  32. Click the "Accept" button.
  33. Click the "Submit" button.
Scenario 3: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, which are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
  • 'Create Interim Billing Batch File' has been used to create a batch for the client / services.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Payment Amount'.
  19. Validate the 'Payment Code' if a value was selected in 'Default Payment Code'. Otherwise, select a 'Payment Code'.
  20. Enter a 'Adjust Amount'.
  21. Validate the 'Adjust Code' if a value was selected in 'Default Adjustment Code'. Otherwise, select a 'Adjust Code'.
  22. Enter a 'Transfer Amount'.
  23. Validate the 'Transfer Code' if a value was selected in 'Default Transfer Code'. Otherwise, select a 'Transfer Code'.
  24. Hover over the 'Transfer Guar' field.
  25. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  26. Select the desired guarantor to transfer to in the mini table.
  27. Click [Cancel].
  28. Verify 'Cancel Confirmation' message is received.
  29. Click [Yes].
  30. Click [Discard].
  31. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting
AV-89574 Summary | Details
Spreadsheet Batch Remittance Posting - CAS data.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Avatar NX Report Viewer
  • Batch Remittance Posting Report
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Create Interim Billing Batch File
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Validating remittance batch posting using 'Interim Billing Batch'
Specific Setup:
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Claim Adjustment Group/Reason Code Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client. Note the Guarantor code/name. The client is assigned two or more guarantors.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Remittance Batch Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. Enter desired value in ‘Receipt’.
  8. Enter desired value in ‘Check #’.
  9. Select the ‘Default Guarantor’.
  10. Select the ‘Default Payment Code’.
  11. Select the ‘Default Adjustment Code.
  12. Select the ‘Default Transfer Code.
  13. If desired, enter a 'Service Start Date'.
  14. If desired, enter a 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the data from the interim batch defaults.
  17. Click [Enter CARC(s)].
  18. Select desired value in 'CAS Adjustment Group Code'.
  19. Select desired value in 'CAS Adjustment Reason Code'.
  20. Enter an amount in 'Adjustment'.
  21. Validate that the 'Post' field is checked if the group/reason code has a value of 'No' in 'Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835.
  22. Enter additional CARC(s) as desired.
  23. Click [Save].
  24. Validate that the 'Adjust Amount' contains the total of the adjustments.
  25. Validate that the 'Adjust Code' contains the default value.
  26. If a transfer CARC was added, validate that the 'Transfer Amount' contains the total of the transfers.
  27. Validate that the 'Transfer Code' contains the default value.
  28. Hover over the 'Transfer Guar' to validate the table displays the client's guarantors, excluding the guarantor in 'Payor'.
  29. Select a 'Transfer Guar'.
  30. Enter a 'Payment Amount'.
  31. Validate that the 'Payment Code' contains the default value.
  32. If desired, click the '+' item to display the individual services.
  33. Validate the payments, adjustments, and transfers within the individual services, noting the date range of services with activity.
  34. Click [Accept].
  35. Click [Submit].
  36. Validate that the message contains 'Remittance batch 'XX' posted'.
  37. Click [OK].
  38. Click [No].
  39. Open ‘Client Ledger’ for the client and process the report for the date range of services with activity.
  40. Validate the data for the services that were paid, adjusted, or transferred.
  41. Close the report.
  42. Close the form.
Topics
• Spreadsheet Batch Remittance Posting
AV-89665 Summary | Details
Signature Pads
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Create New Treatment Plan
  • Site Specific Section Modeling (CWS)
  • System Security Defaults
  • User Definition
Scenario 1: Progress Notes (Group and Individual) - obtain signature
Specific Setup:
  • The 'Progress Notes (Group and Individual)' form must have a signature field.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Click [Sign] in the 'Signature' field.
  7. Validate the 'Please Sign On Signature Pad' dialog is displayed.
  8. Sign very small on the signature pad.
  9. Validate the signature is scaled larger in the dialog.
  10. Click [OK].
  11. Validate the 'Signature' field contains the signature.
  12. Disconnect the signature pad.
  13. Click [Sign] in the 'Signature' field.
  14. Validate the 'Please Sign Below' dialog is displayed.
  15. Use the mouse to sign in the dialog box.
  16. Validate the dialog contains the signature.
  17. Click [OK].
  18. Validate the 'Please Sign Below' dialog is no longer displayed.
  19. Validate the 'Signature' field contains the new signature.
  20. Select "Final" in the 'Draft/Final' field.
  21. File the note.
Scenario 2: Treatment Plan - Obtain Signature
Specific Setup:
  • Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
  • The 'Treatment Plan' form must have a signature field.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add the desired treatment plan items.
  7. Click [Return To Plan].
  8. Click [Sign] in the 'Signature' field.
  9. Validate the 'Please Sign On Signature Pad' dialog is displayed.
  10. Sign on the signature pad.
  11. Validate the dialog contains the signature.
  12. Click [Cancel].
  13. Disconnect the signature pad.
  14. Click [Sign] in the 'Signature' field.
  15. Validate the 'Please Sign Below' dialog is displayed.
  16. Use the mouse to sign in the dialog box.
  17. Validate the dialog contains the signature.
  18. Click [OK].
  19. Validate the 'Please Sign Below' dialog is no longer displayed.
  20. Validate the 'Signature' field contains the signature.
  21. Click [Sign] in the 'Signature' field.
  22. Validate the 'Please Sign On Signature Pad' dialog is displayed.
  23. Select "Final" in the 'Treatment Plan Status' field.
  24. Submit the form.
Topics
• NX • Signature Pads