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Avatar NX User Interface Update 2022.03.00.02 Server Acceptance Tests

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AV-79736 Summary | Details
Avatar NX: AR Console - Claim Service Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Console Configuration
  • AR Console User Defaults Setup
  • HomeView.AR Auto Batch Last Compile
  • Managed Care Authorizations
  • System Task Scheduler
Scenario 1: Avatar NX - AR Console widget
Specific Setup:
  • The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console Configuration. Note the values.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console User Defaults Setup. Note the value for the signed in tester and at least one other user.
  • The 'Accounts Receivable Console' widget is on the tester's homeview.
  • The 'AR Console Configuration' form has been submitted.
  • The 'AR Console User Defaults Setup' form has been submitted.
  • Unpaid claimed services exist.
  • The 'System Task Scheduler', 'AR Auto Batch Update' has been processed.
Steps
  1. Access the Avatar NX - AR Console widget.
  2. Validate that the 'User Defaults' defaults to the signed in user.
  3. Validate that the values selected in the 'AR Console User Defaults Setup' form are defaulted in the widget.
  4. Click [Search].
  5. Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts.
  6. Click [Reset Defaults]. Note: It will be necessary to click [Reset Defaults] after each search.
  7. Select desired search options to narrow the search results.
  8. Click [Search].
  9. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
  10. Click [Reset Defaults].
  11. Click the 'Advanced Filters' link.
  12. Select desired search options to narrow the search results.
  13. Click [Apply].
  14. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
  15. Click [Clear Advanced Filters].
  16. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are the same as the original results.
  17. Click [Reset Defaults].
  18. Select 'No' in 'Claim Follow-Up Records Exist'.
  19. Click [Search].
  20. Select a client with more than one claim in the 'Claims with Outstanding Receivables' grid. Note the client and claim numbers.
  21. Validate that services display in the 'Claim Service Information' grid.
  22. Right click on a service in the 'Claim Service Information' grid and select the 'Add/Edit Authorizations' option.
  23. Validate that the authorization form selected in the 'AR Console Configuration' form opens.
  24. If desired, add an authorization record.
  25. Close the authorization form.
  26. Validate that you are returned to the AR Console widget.
  27. Right click on a service in the 'Claim Service Information' grid and select the 'Service History'.
  28. Validate that the 'Service History' grid opens, and that the data displays correctly.
  29. Click [Close/Cancel].
  30. Validate that [Add Claim Follow-Up/Note] and [Post Transaction] buttons are available.
  31. Click [Add Claim Follow-Up/Note]
  32. Validate that the 'Claim Follow-Up Entry' section opens.
  33. Validate that the 'Client' is the client selected in the 'Claims with Outstanding Receivables' grid.
  34. Validate that the 'Claim Follow-Up' contains a claim for the client selected in the 'Claims with Outstanding Receivables' grid.
  35. Validate that the 'Follow-Up Notes' section contains a note with:
  36. 'Follow-Up Date' equal to the current date.
  37. 'Comments' equal to 'AR Console Follow-Up Created'.
  38. 'Entry Date' equal to current date.
  39. 'Entered By' equal to logged in tester.
  40. Click [New Row].
  41. Add desired values and click [File Updates].
  42. Click [OK].
  43. Double click the row added and click [Copy Note].
  44. Select the claim to copy the note row to.
  45. Click [Save].
  46. Click [File Updates].
  47. Click [OK].
  48. Change the 'Claim Follow-Up' to the claim the note row was copied to.
  49. Validate that the 'Follow-Up Notes' section contains the copied row.
  50. If desired, add values to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons'.
  51. Click [File Updates].
  52. Click [OK].
  53. Click 'AR List'.
  54. Validate that the 'AR List' section opens.
  55. Click 'Claim Follow-Up Entry'.
  56. Validate that the 'Claim Follow-Up Entry' section opens.
  57. Validate that the 'Client' is the same client.
  58. Validate that the 'Claim Follow-Up' is the same claim that was last accessed.
  59. Validate that the desired values added to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons' exist.
  60. Validate that the 'Follow-Up Notes' section contains the two note rows.
  61. Click the 'Undock' widget icon,
  62. Validate a new session of the Accounts Receivable Console widget opens and the 'User Defaults' is the signed in user.
  63. Click [Search].
  64. Select a claim in the 'Claims with Outstanding Receivables' grid.
  65. Click [Post Transaction].
  66. Note the 'Claim #', 'Service Date / Service Code'.
  67. Enter a 'Posting Date'.
  68. Enter a 'Date of Receipt'.
  69. Note the 'Current Balance'.
  70. Select a 'Transaction Type'.
  71. Enter a partial amount of the 'Current Balance' in 'Amount'.
  72. Select a 'Posting Code'.
  73. If applicable, enter values in 'Transfer To' and 'Check Number'.
  74. Note the value of 'New Balance'.
  75. Click [New Row].
  76. Validate that the 'Current Balance' is equal to the 'New Balance'.
  77. Select a 'Transaction Type'.
  78. Enter an 'Amount'
  79. Select a 'Posting Code'.
  80. If applicable, enter values in 'Transfer To' and 'Check Number'.
  81. Note the value of 'New Balance'.
  82. Click [File].
  83. Click [OK].
  84. Click [Close].
  85. Click [X] to close the new session of the Accounts Receivable Console widget.
  86. Validate that you are returned to the original session of the Accounts Receivable Console widget.
Topics
• Accounts Receivable Management • myAvatar NX Only • NX