Skip to main content

Avatar PM 2022 Monthly Release 2022.01.00 Acceptance Tests

  1. Last updated
  2. Save as PDF
Update 4 Summary | Details
Electronic Billing 837 Professional - Rendering Provider Name (Loop 2310B)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Client Ledger
  • Service Codes
  • Crystal Report Viewer
  • Dynamic Form - Edit Service Fee Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor And Program
  • Admission
Scenario 1: 837 Professional bill - Select Type Of Information To Include In Rendering Provider Name (2310B) = Rendering Practitioner for the Majority of Services in the 'Guarantor Program Billing Defaults'
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified. Note the guarantor name / id.
  • Guarantor/Program Billing Defaults:
  • 837 Professional section:
  • Set the 'Select Type Of Information To Include In Rendering Provider Name (2310B)' field to the 'Rendering Practitioner for the Majority of Services' option.
  • Practitioner Enrollment:
  • Two practitioners are identified, or two new practitioners are created with NPI number. Note the practitioner id/name.
  • Admission:
  • A new client is admitted in the outpatient program. Note the client id / name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client as the primary guarantor.
  • Diagnosis:
  • An admission diagnosis record is created for the client.
  • Service Codes:
  • Two existing professional service codes are identified. Note the service code.
  • Service Fee/Cross Reference Maintenance:
  • Make sure the fee definition is created for the service code and CPT Code is assigned to the service fee definition.
  • Client Charge Input: The test will require one practitioner to provide more services than the other practitioner.
  • Enter desired number of services for practitioner 1, using service code 1. Note the dates of service.
  • Enter desired number of services for practitioner 2, using service code 2, different dates of service, and providing at least one more service that practitioner 1 provided.
  • Client Ledger:
  • All the services rendered to the client are distributed correctly to the guarantor assigned to the client.
  • Close Charges:
  • All the services rendered to the client are closed.
  • Create Interim Billing Batch:
  • An interim billing batch is created to include client, guarantor and services rendered to the client.
Steps
  1. Open an 'Electronic Billing' form.
  2. Compile an 837 professional bill.
  3. Verify the bill compiles successfully.
  4. Review the dump file.
  5. Verify the dump file includes rendering practitioner with the highest service count in the 2310B loop (NM1*82 at claim level) of the bill.
  6. Close the form.
Scenario 2: 837 Professional bill - Select Type Of Information To Include In Rendering Provider Name (2310B) = 'Supervising Practitioner for the Majority of Services' in the 'Guarantor Program Billing Defaults'
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified. Note the guarantor name / id.
  • Guarantor/Program Billing Defaults:
  • 837 Professional section:
  • Set the 'Select Type Of Information To Include In Rendering Provider Name (2310B)' field to the 'Rendering Practitioner for the Majority of Services' option.
  • Practitioner Enrollment:
  • Two practitioner are identified, or two new practitioners are created with NPI number to be used as a rendering practitioner while rendering services to the client. Note the practitioner id / name.
  • Two practitioner are identified, or two new practitioners are created with NPI number to be used as a supervising practitioner of the rendering practitioner. Note the practitioner id/name.
  • Practitioner Numbers by Guarantor and Program:
  • A supervising practitioner is selected for each rendering practitioner.
  • Admission:
  • A new client is admitted in the outpatient program. Note the client id / name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client as the primary guarantor.
  • Diagnosis:
  • An admission diagnosis record is created for the client.
  • Service Codes:
  • Two existing professional service codes are identified. Note the service code.
  • Service Fee/Cross Reference Maintenance:
  • Make sure the fee definition is created for the service code and CPT Code is assigned to the service fee definition.
  • Client Charge Input: The test will require one practitioner to provide more services that the other practitioner.
  • Enter desired number of services for practitioner 1, using service code 1. Note the dates of service.
  • Enter desired number of services for practitioner 2, using service code 2, different dates of service, and providing at least one more service that practitioner 1 provided.
  • Client Ledger:
  • All the services rendered to the client are distributed correctly to the guarantor assigned to the client.
  • Close Charges:
  • All the services rendered to the client are closed.
Steps
  1. Open an 'Electronic Billing' form.
  2. Compile an 837 professional bill.
  3. Verify the bill compiles successfully.
  4. Review the dump file.
  5. Verify the dump file includes correct supervising practitioner with the highest service count in the 2310B loop (NM1*82 at claim level) of the bill.
  6. Close the form.
Scenario 3: 837 Professional - When the service counts are equal for all rendering practitioners - the practitioner with the earliest service date as a rendering practitioner in loop 2310B
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified. Note the guarantor name / id.
  • Guarantor/Program Billing Defaults:
  • 837 Professional section:
  • Set the 'Select Type Of Information To Include In Rendering Provider Name (2310B)' field to the 'Rendering Practitioner for the Majority of Services' option.
  • Practitioner Enrollment:
  • Two practitioners are identified, or two new practitioners are created with NPI number. Note the practitioner id/name.
  • Admission:
  • A new client is admitted in the outpatient program. Note the client id / name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client as the primary guarantor.
  • Diagnosis:
  • An admission diagnosis record is created for the client.
  • Service Codes:
  • Two existing professional service codes are identified. Note the service code.
  • Service Fee/Cross Reference Maintenance:
  • Make sure the fee definition is created for the service code and CPT Code is assigned to the service fee definition.
  • Client Charge Input: The test will require same count of the services are rendered by each practitioner.
  • Enter desired number of services for practitioner 1, using service code 1. Note the dates of service.
  • Enter desired number of services for practitioner 2, using service code 2, different dates of service. Note the id/name of the practitioner used as a rendering practitioner.
  • Client Ledger:
  • All the services rendered to the client are distributed correctly to the guarantor assigned to the client.
  • Close Charges:
  • All the services rendered to the client are closed.
  • Create Interim Billing Batch:
  • An interim billing batch is created to include client, guarantor and services rendered to the client.
Steps
  1. Open an 'Electronic Billing' form.
  2. Compile an 837 professional bill.
  3. Verify the bill compiles successfully.
  4. Review the dump file.
  5. Verify the dump file includes the practitioner with the earliest service date in the 2310B loop (NM1*82 at claim level) of the bill.
  6. Close the form.
Scenario 4: 837 Institutional - Validating rendering or attending practitioner in the loop 2310 A of the bill.
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified. Note the guarantor name / id.
  • Guarantor/Program Billing Defaults:
  • 837 Institutional section:
  • Set the ‘Specify Rendering Practitioner As Attending Practitioner In Loop 2310A (Attending Physician Name)’ field to 'Y'.
  • Practitioner Enrollment:
  • Four practitioners are identified, or new practitioners are created with NPI number to be used as an admitting, attending, and rendering practitioner. Note the practitioner id/name.
  • Admission:
  • A new client is admitted in the inpatient program. Note the client id / name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client as the primary guarantor.
  • Diagnosis:
  • An admission diagnosis record is created for the client.
  • Service Codes:
  • Two existing professional service codes are identified. Note the service code.
  • Service Fee/Cross Reference Maintenance:
  • Make sure the fee definition is created for the service code and CPT Code is assigned to the service fee definition.
  • Client Charge Input: Client Charge Input: The test will require one practitioner to provide more services that the other practitioner.
  • Enter desired number of services for practitioner 1, using service code 1. Note the dates of service.
  • Enter desired number of services for practitioner 2, using service code 2, different dates of service, and providing at least one more service that practitioner 1 provided.
  • Client Ledger:
  • All the services rendered to the client are distributed correctly to the guarantor assigned to the client.
  • Close Charges:
  • All the services rendered to the client are closed.
  • Create Interim Billing Batch:
  • An interim billing batch is created to include client, guarantor and services rendered to the client.
Steps
  1. Open an 'Electronic Billing' form.
  2. Compile an 837 professional bill.
  3. Verify the bill compiles successfully.
  4. Review the dump file.
  5. Verify the dump file includes attending practitioner in the 2310A loop (NM1*71 at claim level) of the bill.
  6. Close the form.
  7. Open the ' Guarantor / Program Billing Defaults' form.
  8. Set the ‘Specify Rendering Practitioner As Attending Practitioner In Loop 2310A (Attending Physician Name)’ field to 'Y'.
  9. Open the 'Practitioner Numbers By Guarantor And Program' form.
  10. Create an entry of rendering practitioner, Guarantor and Program.
  11. Open an 'Electronic Billing' form.
  12. Compile an 837 professional bill.
  13. Verify the bill compiles successfully.
  14. Review the dump file.
  15. Verify the dump file includes rendering practitioner as an attending practitioner in the 2310A loop (NM1*71 at claim level) of the bill.
  16. Close the file.
  17. Close the form.
Topics
• 837 Professional • NX • 837 Institutional
Update 5 Summary | Details
CPT Place of Service Override - System.table_cpt_place_override
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Client Charge Input
  • CPT Place Of Service Override
  • Crystal Report Viewer
  • Registry Settings (PM)
  • Service Codes
  • Dynamic Form - Edit Service Fee Definition
  • Print Bill
Scenario 1: CPT Place of Service Override - Validating 'Crystal report' and SQL table 'System.table_cpt_place_override' - 837 Professional
Specific Setup:
  • Admission:
  • An existing outpatient client is identified, or a new client is admitted to the outpatient program. Note the client ID/name, admission program code/value, admission date.
  • Financial Eligibility:
  • An existing non contract guarantor is identified. Note the Guarantor name and ID.
  • Diagnosis:
  • A diagnosis record is created for the client.
  • Client Charge Input:
  • The professional service is rendered to the client. Make sure there is a practitioner for the services. Note the practitioner category of your test practitioner via the Practitioner Enrollment form (Categories/Taxonomy section). Note the service code, date of the service and place of service.
  • Client Ledger:
  • Verify the services distributed correctly to the guarantor assigned to the client.
  • Close Charges:
  • Close the charges rendered to the client.
Steps
  1. Open the 'CPT Place of Service Override' form.
  2. Select desired financial class(es) in the 'Financial Class Selection' field.
  3. Select desired guarantor(s) in the 'Guarantor' field.
  4. Select desired treatment setting(s) in the 'Treatment Setting Selection' field.
  5. Select desired program(s) for the override in the 'Program' field. Note: This is the program of admission and not the program of service. Note the admission program code/value.
  6. Select desired value in the 'All or Individual Service Code' field. Note: Specify whether the override should apply to all service codes or just one individual code. If Individual, select the specific code in the Service Code field. Note the code/value.
  7. Select desired value in the 'All or Individual CPT Code' field. Note: Specify whether the override should apply to all CPT codes or just one individual code. If Individual, select the specific code in the CPT Code field. Note the CPT code/value.
  8. Select desired value in the 'All or Individual Location' field, specify whether the override should apply to all locations or just one specific location. If Individual, select the same location that is used during rendering the service to the client from the setup section. Note the code/value.
  9. Select the place of service for use on the paper HCFA bill in the 'Place of Service (HCFA 24-B)' field. Note the location code/value.
  10. Select the place of service for use on the 837 Professional bill in the 'Place of Service (837 Professional)' field.
  11. Click [Display CPT Place of Service Overrides].
  12. Verify a CPT Place of Service Overrides report launched.
  13. Review the report.
  14. Verify the 'HCFA 24-B' and '837 Professional' fields display the correct data.
  15. Click [Submit].
  16. Open the 'Crystal Report' or any other 'SQL Data Viewer'.
  17. Query the 'System.table_cpt_place_override' table.
  18. Verify the 'HCFA 24-B' and '837 Professional' fields display the correct data.
  19. Open the 'Electronic Billing' form.
  20. Compile the 837 Professional bill for the interim billing batch created in the setup section.
  21. Verify the file compiles successfully.
  22. Dump the file.
  23. Review an 837 professional file.
  24. Verify the 2300-CLM 05 and 2400-SV1 05 segments displays the correct place of the service.
  25. Close the file.
  26. Close the form.
Scenario 2: CPT Place of Service Override - Validating 'Crystal report' and SQL table 'System.table_cpt_place_override' - HCFA 1500 - NPI version 1500
Specific Setup:
  • Admission:
  • An existing outpatient client is identified, or a new client is admitted to the outpatient program. Note the client id/name, admission program code/value, admission date.
  • Financial Eligibility:
  • An existing non contract guarantor is identified. Note the Guarantor name and ID.
  • Diagnosis:
  • A diagnosis record is created for the client.
  • Client Charge Input:
  • The professional service is rendered to the client. Make sure there is a practitioner for the services. Note the practitioner category of your test practitioner via the Practitioner Enrollment form (Categories/Taxonomy section). Note the service code, date of the service and place of service.
  • Client Ledger:
  • Verify the services distributed correctly to the guarantor assigned to the client.
  • Close Charges:
  • Close the charges rendered to the client.
Steps
  1. Open the 'CPT Place of Service Override' form.
  2. Select desired financial class(es) in the 'Financial Class Selection' field.
  3. Select desired guarantor(s) in the 'Guarantor' field.
  4. Select desired treatment setting(s) in the 'Treatment Setting Selection' field.
  5. Select desired program(s) for the override in the 'Program' field. Note: This is the program of admission and not the program of service. Note the admission program code/value.
  6. Select desired value in the 'All or Individual Service Code' field. Note: Specify whether the override should apply to all service codes or just one individual code. If Individual, select the specific code in the Service Code field. Note the code/value.
  7. Select desired value in the 'All or Individual CPT Code' field. Note: Specify whether the override should apply to all CPT codes or just one individual code. If Individual, select the specific code in the CPT Code field. Note the CPT code/value.
  8. Select desired value in the 'All or Individual Location' field, specify whether the override should apply to all locations or just one specific location. If Individual, select the same location that is used during rendering the service to the client from the setup section. Note the code/value.
  9. Select the place of service for use on the paper HCFA bill in the 'Place of Service (HCFA 24-B)' field. Note the location code/value.
  10. Select the place of service for use on the 837 Professional bill in the 'Place of Service (837 Professional)' field.
  11. Click [Display CPT Place of Service Overrides].
  12. Verify a CPT Place of Service Overrides report launched.
  13. Review the report.
  14. Verify the 'HCFA 24-B' and '837 Professional' fields display the values selected in the form correctly.
  15. Click [Submit].
  16. Open the 'Crystal Report' or any other 'SQL Data Viewer'.
  17. Query the 'System.table_cpt_place_override' table.
  18. Verify the 'hcfa_place_of_svc_value' and 'p837_place_of_svc_value' fields display the values selected in the form correctly.
  19. Open the 'Print Bill' form.
  20. Select 'No' in the 'Create Claims (Y/N)' field.
  21. Select 'HCFA-1500 NPI Version' in the 'Print On What Form' field.
  22. Select 'No' in the 'Print For Interim Batch'.
  23. Select desired guarantor in the 'Guarantor #' field.
  24. Select 'Individual' in the 'Print For An Individual Or All Clients' field.
  25. Select desired client in the 'Client ID' field.
  26. Select 'Yes' in the 'All Episodes' field.
  27. Click [Process].
  28. Review the report.
  29. Verify the correct place of value displays on the bill.
  30. Click [X].
  31. Click [No].
Topics
• NX • myAvatar/myAvatar NX
Update 7 Summary | Details
Avatar PM 'Enable Supervising Practitioner Based on Rendering Practitioner (2310B)' and 'Enable Submitter Identification Definition' Registry Settings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: Avatar PM Registry Settings - Verification of 'Enable Supervising Practitioner Based on Rendering Practitioner (2310B)' Registry Setting
Steps
  1. Open 'Registry Settings' form.
  2. Set 'Include Hidden Registry Settings' field to 'Yes'.
  3. Enter search value 'Enable Supervising Practitioner Based on Rendering Practitioner (2310B)' and click 'View Registry Settings' button.
  4. Ensure Registry Setting is returned (under 'Avatar PM -> Billing -> Electronic Billing -> 837 Professional -> Enable Supervising Practitioner Based On Rendering Practitioner (2310B)' path).
  5. Ensure 'Registry Setting Details' field contains the following explanation text:


Selecting 'Y' gives an end-user the ability to optionally specify whether to include the information for the supervising practitioner associated with the rendering practitioner in loop 2310B. This is accomplished by the addition of a new selection of 'Supervising Practitioner Based On Rendering Practitioner' to the 'Select Type Of Information To Include In Rendering Provider Name (2310B)' field within the '837 Professional' tab of the 'Guarantor/Program Billing Defaults' form. When 'Supervising Practitioner Based On Rendering Practitioner' is selected, loop 2310B will be populated based upon the supervising practitioner associated with the rendering practitioner as defined in the 'Practitioner Numbers By Guarantor and Program' form. If a supervising practitioner is not defined then loop 2310B will be populated based upon the rendering practitioner. If multiple services are within the claim then 2130B will be populated based upon the first service within the claim for which the rendering practitioner has a defined supervising practitioner. The selection of 'Supervising Practitioner Based On Rendering Practitioner' will result in the suppression of loop 2310D.

Selecting 'N' removes the selection of 'Supervising Practitioner Based On Rendering Practitioner' and disables the logic.

Please Note: The logic associated with this registry setting is only applicable when the registry setting 'Avatar PM -> Billing -> Electronic Billing -> 837 Professional -> Rendering Provider Name (Loop 2310B)' is set to a value of 'Y'.

Scenario 2: Avatar PM Registry Settings - Verification of 'Enable Submitter Identification Definition' Registry Setting
Steps
  1. Open 'Registry Settings' form.
  2. Set 'Include Hidden Registry Settings' field to 'Yes'.
  3. Enter search value 'Enable Submitter Identification' and click 'View Registry Settings' button.
  4. Ensure Registry Setting is returned (under 'Avatar PM -> Billing -> Electronic Billing -> All 837 Submissions- > Enable Submitter Identification Definition' path).
  5. Ensure 'Registry Setting Details' field contains the following explanation text:


Enabling this functionality gives an end-user the ability to optionally specify identification information based on guarantor, program, service code, and client combination for a specific date range. This is accomplished by adding the 'Submitter Identification Definition' form under 'Avatar PM -> System Maintenance -> System Definition'. In addition, the following 837 logic is enabled:


When generating an 837 bill, a check will be made to see if a value of 'ZZZ' is in 'Billing Provider Secondary Identification Code Qualifier (2010BB-REF)' field.


If '1' is selected, the 'Submitter Primary Identification Qualifier (1000A-NM1-08)' and 'Submitter Primary Identification Number (1000A-NM1-09)' will be populated with the values specified in the 'Submitter Identification Code Qualifier' and 'Submitter Identification Number' fields of the above form respectively.


If '2' is selected, the 'Billing Provider Secondary Identification Code Qualifier (2010BB-)' and 'Billing Provider Secondary Identification # (2010BB-)' will be populated with the same values specified for any iteration that contains the 'ZZZ' dictionary code.


Selecting '1&2' will populate both 1000A-NM1 and 2010BB-REF with the values specified. The dictionary code would need to be added to the 'Billing Provider Secondary Code Qualifier (2010BB-)'. This also necessitates that the bills will be sorted by submitter identification number.

Selecting '0' will remove the form from the menu and disable the 837 logic.



Note: This functionality is used to meet a PA State requirement.
Topics
• Registry Settings • NX
Update 16 Summary | Details
'Admission' form - Bed Assignment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Program Maintenance
Scenario 1: Admit Client to a Unit that is different than the default for a Program in Program Maintenance
Specific Setup:
  • Two 'Units' must exist with the same 'Rooms' and 'Beds'. (Unit A & Unit B)
  • A practitioner must exist for Admission. (Practitioner A)
Steps
  1. Access the 'Program Maintenance' form.
  2. Select "Edit" from the 'Add Or Edit Program' field.
  3. Select "Inp. Adult Psych." from the 'Program' field.
  4. Select "Unit A" from the 'Unit' field.
  5. Click [File Program] and [Discard].
  6. Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
  7. Access the 'Admission' form.
  8. Fill out all fields for a unique client and click [Search] and [New Client].
  9. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
  10. Set the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' fields to the current date and time.
  11. Select "Inp. Adult Psych." from the 'Program' field.
  12. Select "First Admission" from the 'Type Of Admission' field.
  13. Select "Clinic Referral" from the 'Source Of Admission' field.
  14. Search for and select "Practitioner A" from the 'Admitting Practitioner' field.
  15. Search for and select "Practitioner A" from the 'Attending Practitioner' field.
  16. Select the 'Inpatient/Partial/Day Treatment' tab.
  17. Select "Unit B" from the 'Unit' field.
  18. Select "100" from the 'Room' field.
  19. Select "A" from the 'Bed' field.
  20. Select any option from the 'Room And Board Billing Code' field and click [Submit].
  21. Access the 'Admission' form.
  22. Select the first 'Episode' and click [Edit].
  23. Validate the 'Program' field contains "Inp. Adult Psych.".
  24. Select the 'Inpatient/Partial/Day Treatment' tab.
  25. Validate the 'Unit' field contains "Unit B".
  26. Validate the 'Room' field contains "100".
  27. Validate the 'Bed' field contains "A" and click [Discard].
  28. Click [Open Dashboard] for the new client.
  29. Validate the 'Client Header' contains the information previously entered during Admission.
Topics
• NX • Admission • Program Maintenance • myAvatar/myAvatar NX
Update 32 Summary | Details
'Client Ledger' Re-Billed Service Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
Scenario 1: 'Client Ledger' - Verification of Service Display for Client Ledger Sorting by Claim
Specific Setup:
  • Client record with Client record with re-billed services included in claim(s)
Steps
  1. Open the Avatar PM/Cal-PM 'Client Ledger' form.
  2. Enter/select 'Client ID' value for Client Ledger display.
  3. Select 'Claim' in the 'Claim/Episode/All Episodes' field for limiting Client Ledger display/results to a single claim.
  4. Select desired claim number for Client Ledger display in 'Claim Number' field, where claim includes re-billed services.
  5. Select 'Simple' in the 'Ledger Type' field.
  6. Click 'Process' button.
  7. In Client Ledger results/display, ensure that re-billed service(s) related to/included in the selected claim are included in display.
Topics
• Client Ledger
2021 Update 86 Summary | Details
File Import - future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guarantors/Payors
  • Service Codes
  • File Import
  • Dynamic Form - Service Maximum Liability Assignment
  • Registry Settings (PM)
  • Admission
  • Program Maintenance
  • Dynamic Form - Edit Service Fee Definition
  • Client Ledger
  • Posting/Adjustment Codes Definition
  • Avatar_PM_File_Import_Deposit_Entry.rpt
Scenario 1: File Import - Service Guarantor Definitions
Specific Setup:
  • Note: This functionality is for any service code type, including CCBHC service codes.
  • Please contact your Netsmart representative to enable CCBHC Billing functionality, if desired.
  • CCBHC setup has been completed.
  • The 'Avatar_PM_File_Import_Record_Layouts' spreadsheet is included in the update zip file to assist in creating the 'Service Guarantor Definitions' file to import.
  • Identify an existing service code.
  • Create a 'File Import' for the 'Service Guarantor Definition' file type that contains the service code. Note the value of each field included in the file.
Steps
  1. Open 'File Import'.
  2. Select Service Guarantor Definitions’ in 'File Type'.
  3. Load, compile and post the file.
  4. Open 'Service Fee/Cross Reference Maintenance', 'Guarantor Definitions', and review the imported record in edit mode.
  5. Validate that all values equal the values in the imported file.
  6. Click [Guarantor Definitions Report].
  7. Validate that guarantor information is correct for the service code.
  8. Close the report.
  9. Close the form.
Scenario 2: File Import - Compiling/ Posting 'Deposit Entry' file with all the required/optional fields
Specific Setup:
  • Registry Setting:
  • Set the 'Avatar PM->System Maintenance->File Import->->->Import File Delimiter' registry setting to the desired value.
  • Guarantors/Payor:
  • An existing guarantor is identified to be assigned to the client. Note the guarantor code/value.
  • Program Maintenance:
  • Identify an existing program code / value to be used for client's admission.
  • Identify the location of the program to be used for Client's admission.
  • Admission:
  • An inpatient or outpatient client is created using the program identified above or an existing client is identified. Note the Client id/name, admission date/program.
  • Financial Eligibility:
  • An existing guarantor is assigned to the client. Note the guarantor code/name.
  • Service code:
  • An existing service code to be used with inpatient/ outpatient program is identified. Note the service code for further validation.
  • Posting/Adjustment Code Definition:
  • An existing payment, adjustment or transfer code is identified to be used. Note the code and type of the code.
  • File Import:
  • An import file is created to process the deposit entry. Ensure that the file contains optional fields i.e. Receipt, Check # along with all the required fields. Note the file name / location of the file.
Steps
  1. Open the 'File Import' form.
  2. Select the 'Deposit Entry' from the File Type field.
  3. Upload the file Import file created in the setup section.
  4. Compile the file.
  5. Verify the file compiles successfully.
  6. Post the compiled file.
  7. Verify the file posted successfully.
  8. Open the 'Client Ledger' for the client.
  9. Verify the client ledger displays the deposit entry correctly.
  10. Click [Close Form].
Topics
• File Import • NX