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Avatar PM 2022 Monthly Release 2022.01.02 Acceptance Tests

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Update 20 Summary | Details
Consent For Access - No CareConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Consent For Access
Scenario 1: Consent For Access form - External Network - No CareConnect
Specific Setup:
  • For this test to be valid, the system must not be connected to CareConnect.
Steps
  1. Open the "Consent For Access" form.
  2. On the "External Network" section, click "Add A New Item" button.
  3. Select "Network" in the "Consent For" field.
  4. Select a network in the "Network" dropdown.
  5. Make a selection in the "Consent to Send" radio group.
  6. Set "Start Date" to "Current Date".
  7. Click "Submit" button to file data.
  8. Open the "Consent For Access" form.
  9. Validate the data displays as it was data entered.
Scenario 2: Consent for Access - External Network - CareConnect
Specific Setup:
  • System must be connected to CareConnect.
Steps
  1. Open the "Consent For Access" form.
  2. On the "External Network" section, click "Add A New Item" button.
  3. Select "Organization" in the "Consent For" field.
  4. Select an organization in the "Organization" dropdown.
  5. Make a selection in the "Consent to Query" radio group.
  6. Set "Start Date" to "Current Date".
  7. Click "Submit" button to file data.
  8. Open the "Consent For Access" form.
  9. Validate the data displays as it was data entered.
  10. Close the form.
Topics
• Consent for Access • NX
Update 25 Summary | Details
835 Health Care Claim Payment/Advice - EFT Trace Number
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Diagnosis
  • Financial Eligibility
  • Client Charge Input
  • Client Ledger
  • Dynamic Form - Edit Service Fee Definition
  • Electronic Billing
  • 835 Health Care Claim Payment/Advice (PM)
Scenario 1: 835 Health Care Claim Payment/Advice - Duplicated TRN segment error message validation.
Specific Setup:
  • 835 Health Care Claim Payment/Advice:
  • Copy the 'TRN' segment from a file that has been posted to an unloaded file.
Steps
  1. Open '835 Health Care Claim Payment/Advice'.
  2. Load the unloaded file from Setup.
  3. Compile the file.
  4. Post the file.
  5. Validate that the following message is received, noting that some information will vary: "An EFT Trace Number (TRN-02) / Payer Identifier (TRN-03) combination found in this file is present in an existing file that is already posted: Status: Posted - Date: 05/18/2022 - Time: 03:33:57PM - By: TEMPORARY SYSTEM ADMINISTRATOR Load aborted."
  6. Close the form.


Scenario 2: 835 Health Care Claim Payment/Advice - No error messge when TRN segment is not duplicated.
Specific Setup:
  • 835 Health Care Claim Payment/Advice:
  • Two unloaded files exist and the 'TRN' segments in the files are not the same.
Steps
  1. Open '835 Health Care Claim Payment/Advice'.
  2. Load the first unloaded file from Setup.
  3. Compile the file.
  4. Post the file.
  5. Load the second unloaded file from Setup.
  6. Compile the file.
  7. Post the file.
  8. No error message is received stating that the 'TRN' segment is duplicated.
Topics
• 835 Health Care Claim Payment/Advice • NX
Update 26 Summary | Details
Disclosure Management - Future Dates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
Scenario 1: Disclosure Management - Future Dates
Specific Setup:
  • Using 'Site Specific Section Modeling' the following fields must be set accordingly:
  1. "Request Date" set to a 'warning' ("Warning").
  2. "'Request For Information Start Date" set to an error dialog when future dates are selected ("Error").
  3. "'Request For Information End Date" set to an error dialog when future dates are selected ("Error").
  4. "Authorization Start Date" set to a warning ("Warning").
  5. "Authorization End Date" set to a warning ("Warning").
  6. "Disclosure Date" set to a warning ("Warning").
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Disclosure Management' form.
  2. Set the 'Request Date' field to a future date.
  3. Validate the 'Warning' Dialog is displayed and click [Cancel].
  4. Set the 'Request Date' field to the current date.
  5. Validate the 'Request Date' field is set to the current date.
  6. Set the 'Request For Information Start Date' field to a future date.
  7. Validate the 'Error' Dialog is displayed and click [OK].
  8. Set the 'Request For Information Start Date' field to a date in the past.
  9. Validate the 'Request For Information Start Date' field is set a date in the past.
  10. Set the 'Request For Information End Date' field to a future date.
  11. Validate the 'Error' Dialog is displayed and click [OK].
  12. Set the 'Request For Information End Date' field to the current date.
  13. Validate the 'Request For Information End Date' field is set to the current date.
  14. Select desired episodes from the 'Request Episode(s)' field.
  15. Select desired items from the 'Requested Chart Items' field.
  16. File and save an Organization.
  17. Select 'Authorization'.
  18. Set the 'Authorization Start Date' field to a future date.
  19. Validate the 'Warning' Dialog is displayed and click [Cancel].
  20. Set the 'Authorization Start Date' field to a date in the past.
  21. Validate the 'Authorization Start Date' field is set a date in the past.
  22. Set the 'Authorization End Date' field to a future date.
  23. Validate the 'Warning' Dialog is displayed and click [Cancel].
  24. Set the 'Authorization End Date' field to the current date.
  25. Validate the 'Authorization End Date' field is set to the current date.
  26. Select desired episodes from the 'Authorization Episode(s)' field.
  27. Select "Yes" and click [Update Chart Items Authorized for Disclosure].
  28. Click [Save].
  29. Select 'Disclosure'.
  30. Set the 'Disclosure Date' field to a future date.
  31. Validate the 'Warning' Dialog is displayed and click [Cancel].
  32. Set the 'Disclosure Date' field to the current date.
  33. Set the 'Disclosure Time' to the current time.
  34. Select desired charts from the 'Chart Disclosure Information'.
  35. Select 'Electronic' and click [Process].
  36. Select "Client A" and access the 'Disclosure Management' form.
  37. Validate a new disclosure was filed.
Topics
• Disclosure
Update 55 Summary | Details
Program Maintenance - 'EVV Provider Organization ID' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • Program Maintenance
  • SoapUI - ProgramMaintenance - AddProgramMaintenance
  • SoapUI - ProgramMaintenance
Scenario 1: 'File Import' - Verification of 'Program Maintenance' Import
Specific Setup:
  • Have a valid 'Program Maintenance' import file (File A) created that contains a data row for a program with the following:
  • A value populated in the 'EVV Provider Organization ID' field
  • Value(s) in the 'Associated Service Programs' field
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access the 'File Import' form.
  2. Select "Program Maintenance" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Navigate to the location of "File A" and click [Open].
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "File A" in the 'File(s)' field.
  8. Click [Process Action].
  9. Validate a message is displayed stating "Compiled" and click [OK].
  10. Select "Print File" in the 'Action' field.
  11. Select "File A" in the 'File(s)' field.
  12. Click [Process Action].
  13. Validate a report is displayed for the program data in "File A".
  14. Close the report.
  15. Select "Post File" in the 'Action' field.
  16. Select "File A" in the 'File(s)' field.
  17. Click [Process Action].
  18. Validate a message is displayed stating "Posted" and click [OK].
  19. Close the form.
  20. Access the 'Program Maintenance' form.
  21. Select "Edit" in the 'Add Or Edit Program' field.
  22. Select the program imported via 'File Import' in the 'Program' field.
  23. Validate all imported data is populated as expected.
  24. Validate the 'Associated Service Programs' field contains the programs imported in the previous steps.
  25. Validate the 'EVV Provider Organization ID' field contains the value imported in the previous steps.
  26. Close the form.
Scenario 2: 'WEBSVC.ProgramMaintenance' - add a program
Specific Setup:
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access SoapUI for the 'ProgramMaintenance' - 'AddProgramMaintenance' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter "Y" in the 'Active' field.
  6. Enter the desired value in the 'Description' field.
  7. Enter the desired value in the 'Location' field.
  8. Enter the desired value in the 'Program' field.
  9. Enter the desired value in the 'ProgramCode' field.
  10. Enter the desired value in the 'ProgramType' field.
  11. Enter the desired value in the 'RRG' field.
  12. Enter the desired value in the 'ReqAdmitPract' field.
  13. Enter the desired value in the 'TreatmentService' field.
  14. Enter the desired value in the 'TreatmentSetting' field.
  15. Enter the desired value in the 'UsageType' field.
  16. Enter the desired value in the 'EVVProviderOrgID' field.
  17. Populate any other desired fields.
  18. Click [Run].
  19. Validate the response contains: Program Maintenance web service has been filed successfully.
  20. Access the 'Program Maintenance' form.
  21. Select "Edit" in the 'Add Or Edit Program' field.
  22. Select the program added in the previous steps in the 'Program' field.
  23. Validate all previously filed data is displayed.
  24. Validate the 'EVV Provider Organization ID' field contains the value filed in the previous steps.
  25. Close the form.
Scenario 3: Single Program Maintenance - Add/Edit Program
Specific Setup:
  • The 'Enable Single Program Maintenance' registry setting must be enabled.
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access the 'Single Program Maintenance' form.
  2. Search for any new value and click [New Program].
  3. Enter the desired value in the 'Description' field.
  4. Populate all other required and desired fields.
  5. Validate the 'EVV Provider Organization ID' field is displayed.
  6. Enter the desired value in the 'EVV Provider Organization ID' field.
  7. Click [Submit].
  8. Access the 'Single Program Maintenance' form.
  9. Search for and select the program added in the previous steps.
  10. Validate all previously filed data is displayed.
  11. Validate the 'EVV Provider Organization ID' field contains the value entered in the previous steps.
  12. Update any desired fields.
  13. Click [Submit].
Scenario 4: Program Maintenance - Add/Edit program
Specific Setup:
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access the 'Program Maintenance' form.
  2. Select "Add" in the 'Add Or Edit Program' field.
  3. Enter the desired value in the 'Program Code' field.
  4. Enter the desired value in the 'Description' field.
  5. Populate all other required and desired fields.
  6. Validate the 'EVV Provider Organization ID' field is displayed.
  7. Enter the desired value in the 'EVV Provider Organization ID' field.
  8. Click [File Program].
  9. Select "Edit" in the 'Add Or Edit Program' field.
  10. Select the program added in the previous steps in the 'Program' field.
  11. Validate all previously filed data is displayed.
  12. Validate the 'EVV Provider Organization ID' field contains the value entered in the previous steps.
  13. Update any desired fields.
  14. Click [File Program] and close the form.
'File Import' - Program Maintenance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • Program Maintenance
Scenario 1: 'File Import' - Verification of 'Program Maintenance' Import
Specific Setup:
  • Have a valid 'Program Maintenance' import file (File A) created that contains a data row for a program with the following:
  • A value populated in the 'EVV Provider Organization ID' field
  • Value(s) in the 'Associated Service Programs' field
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access the 'File Import' form.
  2. Select "Program Maintenance" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Navigate to the location of "File A" and click [Open].
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "File A" in the 'File(s)' field.
  8. Click [Process Action].
  9. Validate a message is displayed stating "Compiled" and click [OK].
  10. Select "Print File" in the 'Action' field.
  11. Select "File A" in the 'File(s)' field.
  12. Click [Process Action].
  13. Validate a report is displayed for the program data in "File A".
  14. Close the report.
  15. Select "Post File" in the 'Action' field.
  16. Select "File A" in the 'File(s)' field.
  17. Click [Process Action].
  18. Validate a message is displayed stating "Posted" and click [OK].
  19. Close the form.
  20. Access the 'Program Maintenance' form.
  21. Select "Edit" in the 'Add Or Edit Program' field.
  22. Select the program imported via 'File Import' in the 'Program' field.
  23. Validate all imported data is populated as expected.
  24. Validate the 'Associated Service Programs' field contains the programs imported in the previous steps.
  25. Validate the 'EVV Provider Organization ID' field contains the value imported in the previous steps.
  26. Close the form.
Scenario 2: Program Maintenance - Add/Edit program
Specific Setup:
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access the 'Program Maintenance' form.
  2. Select "Add" in the 'Add Or Edit Program' field.
  3. Enter the desired value in the 'Program Code' field.
  4. Enter the desired value in the 'Description' field.
  5. Populate all other required and desired fields.
  6. Validate the 'EVV Provider Organization ID' field is displayed.
  7. Enter the desired value in the 'EVV Provider Organization ID' field.
  8. Click [File Program].
  9. Select "Edit" in the 'Add Or Edit Program' field.
  10. Select the program added in the previous steps in the 'Program' field.
  11. Validate all previously filed data is displayed.
  12. Validate the 'EVV Provider Organization ID' field contains the value entered in the previous steps.
  13. Update any desired fields.
  14. Click [File Program] and close the form.
Single Program Maintenance - Add new program
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
Scenario 1: Single Program Maintenance - Add/Edit Program
Specific Setup:
  • The 'Enable Single Program Maintenance' registry setting must be enabled.
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access the 'Single Program Maintenance' form.
  2. Search for any new value and click [New Program].
  3. Enter the desired value in the 'Description' field.
  4. Populate all other required and desired fields.
  5. Validate the 'EVV Provider Organization ID' field is displayed.
  6. Enter the desired value in the 'EVV Provider Organization ID' field.
  7. Click [Submit].
  8. Access the 'Single Program Maintenance' form.
  9. Search for and select the program added in the previous steps.
  10. Validate all previously filed data is displayed.
  11. Validate the 'EVV Provider Organization ID' field contains the value entered in the previous steps.
  12. Update any desired fields.
  13. Click [Submit].
Scenario 2: Program Maintenance - Add/Edit program
Specific Setup:
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access the 'Program Maintenance' form.
  2. Select "Add" in the 'Add Or Edit Program' field.
  3. Enter the desired value in the 'Program Code' field.
  4. Enter the desired value in the 'Description' field.
  5. Populate all other required and desired fields.
  6. Validate the 'EVV Provider Organization ID' field is displayed.
  7. Enter the desired value in the 'EVV Provider Organization ID' field.
  8. Click [File Program].
  9. Select "Edit" in the 'Add Or Edit Program' field.
  10. Select the program added in the previous steps in the 'Program' field.
  11. Validate all previously filed data is displayed.
  12. Validate the 'EVV Provider Organization ID' field contains the value entered in the previous steps.
  13. Update any desired fields.
  14. Click [File Program] and close the form.
Topics
• Program Maintenance • File Import • Web Services • NX
Update 61 Summary | Details
Avatar PM 'Aged Accounts Report'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Aged Accounts Report
Scenario 1: 'Aged Accounts Report' - Verification of .CSV format report results
Steps
  1. Open Avatar PM 'Aged Accounts Report' form (under 'Avatar PM / Billing / Billing Reports / Monthly Closeout Reports' menu).
  2. Enter/select values for 'Effective Date', 'Date of Payments', 'Age From Date' and all other required/desired report criteria fields.
  3. Select 'Detail Report' in 'Summary Or Detail Report' field.
  4. Ensure 'Export Detail Information to CSV' field is present in form, with 'Yes' checkbox/selection available.
  5. The 'Export Detail Information to CSV' field is only enabled/available for selection when 'Detail Report' is selected (in 'Summary Or Detail Report' field)
  6. No selection in the 'Export Detail Information to CSV' field will render report results in the default report format
  7. Selecting 'Yes' in the 'Export Detail Information to CSV' field will display report results in .CSV (comma-separated value) format (allowing user to export/save 'Aged Accounts Report' Detail Report results for external use)
  8. Click 'Process' button to run report/render result data.
  9. If no value is selected in 'Export Detail Information to CSV' field, ensure that 'Aged Accounts Report' results ('Summary Report' and/or 'Detail Report') are rendered/displayed in the default report format.
  10. If 'Yes' is selected for 'Export Detail Information to CSV' field, ensure that 'Aged Accounts Report' Detail Report results are rendered/displayed in .CSV format within myAvatar/Avatar NX, with following header and columns/fields present:
  11. 'Aged Accounts Report' Detail Report .CSV format data header (first row in report data results) will contain the following data elements:
  12. 'Sort By' (if 'Additional Sort' = 'Yes', otherwise '(0 = No Sort)')
  13. 'Client ID #'
  14. 'Client Last Name'
  15. 'Client First Name'
  16. 'Episodes'
  17. 'Guarantor ID #'
  18. Guarantor Name'
  19. 'Guarantor Balance'
  20. Aging Categories (default or custom entered/edited values as defined in 'Aging Category' report criteria field; 'Aging 30', 'Aging 60', 'Aging 180', 'Aging 365', etc.)
  21. Header row examples:
  22. "Sort By (0 = No Sort),Client ID #,Client Last Name,Client First Name,Episodes,Guarantor ID #,Guarantor Name,Guarantor Balance,Aging 0,Aging 30,Aging 60,Aging 90,Aging 120"
  23. "Sort By (22 = Date Of Birth),Client ID #,Client Last Name,Client First Name,Episodes,Guarantor ID #,Guarantor Name,Guarantor Balance,Aging 10,Aging 45,Aging 90,Aging 110,Aging 300,Aging 365,Aging 720"
  24. "Sort By (94 = Client's Address - Zipcode),Client ID #,Client Last Name,Client First Name,Episodes,Guarantor ID #,Guarantor Name,Guarantor Balance,Aging 0,Aging 30,Aging 60,Aging 90,Aging 120"
  25. 'Aged Accounts Report' Detail Report .CSV format individual data rows (second and all subsequent rows in report data results) will contain report data for each element, one row per result.
  26. Data row examples:
  27. "0,485,AGED,ONE,1,4,Medicaid,410,110,100,0,10,0"
  28. "0,486,AGED,TWO,1,1,BCBS,40,10,10,0,0,20"
  29. "01/01/1972,485,AGED,ONE,1,4,Medicaid,410,210,0,0,0,100,100,0"
  30. "01/01/1972,486,AGED,TWO,1,1,BCBS,40,20,0,0,0,10,10,0"
  31. "48197,50,AGED,THREE,1,1,BCBS,-1284.84,0,0,0,0,-1284.84"
  32. "90255,486,AGED,TWO,1,1,BCBS,40,10,10,0,0,20"
  33. In 'Aged Accounts Report' results display, click 'Export All Pages' or 'Export Page' button to export/save .CSV format report data to file.
  34. Open/review exported .CSV format file, ensuring that data header and all individual data rows are present in file as displayed/defined above.
Topics
• Aged Accounts Report • NX
Update 62 Summary | Details
Registry Setting - Enable Payment Acknowledgement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Posting/Adjustment Codes Definition
  • Dictionary Update (PM)
  • Dynamic Form - Dictionary Update - Locked Dictionary
  • Registry Settings (PM)
Scenario 1: 'Posting/Adjustment Codes Definition' form - 'Enable Payment Acknowledgement' registry setting validation
Specific Setup:
  • Registry Setting: Enable Payment Acknowledgement = N
Steps
  1. Open ‘Posting/Adjustment Code Definition’
  2. Select ‘Edit’ and select any posting code.
  3. Verify that the 'Payment Acknowledgement Type' field is not displayed on the form.
  4. Close the form.
  5. Open ‘Registry Settings’.
  6. Search for 'Enable Payment Acknowledgement' and set the value to ‘Y’.
  7. Refresh forms.
  8. Open ‘Posting/Adjustment Code Definition’
  9. Select ‘Add’ to create a new posting code, or ’Edit’ to select an existing code.
  10. Verify that the 'Payment Acknowledgement Type' field is located on the form.
  11. If adding a new code, fill out desired values in all fields, including 'Payment Acknowledgement Type'.
  12. If editing an existing code, add desired value to ‘Payment Acknowledgement Type'.
  13. Click [File Posting/Adjustment Code].
  14. Select ‘Edit’ and select the code that was filed.
  15. Validate that the 'Payment Acknowledgement Type' field contains the value that was previously selected.
Scenario 2: 'Posting/Adjustment Codes Definition' web services - 'Enable Payment Acknowledgement' registry setting validation
Specific Setup:
  • Registry Setting:
  • Enable Payment Acknowledgement = N
  • Web Service Request
  • The ‘AddPostingAdjustmentCodes’ request has been sent to add a new Posting/Adjustment Code Definition and it includes a value in ‘PaymentAckTyp’.
  • Verify that the request files successfully.
Steps
  1. Open ‘Posting/Adjustment Code Definition’
  2. Select ‘Edit’ and select the posting code created by the web service request.
  3. Verify that the 'Payment Acknowledgement Type' field is not displayed on the form.
  4. Close the form.
  5. Open ‘Registry Settings’.
  6. Search for 'Enable Payment Acknowledgement' and set the value to ‘Y’.
  7. Refresh forms.
  8. Copy the ‘AddPostingAdjustmentCodes’ request to an ‘Update PostingAdjustmentCodes’ request and file the request.
  9. Verify that the request files successfully.
  10. Open ‘Posting/Adjustment Code Definition’
  11. Select ‘Edit’ and select the posting code created by the web service request.
  12. Verify that the 'Payment Acknowledgement Type' field contains the value sent in the request.
  13. Close the form.
Topics
• Posting/Adjustment Codes Definition • NX • Web Services
Update 63 Summary | Details
Avatar PM 'Summary Trial Balance Report'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Summary Trial Balance Report
Scenario 1: 'Summary Trial Balance Report' - Verification of .CSV format report results
Steps
  1. Open Avatar PM 'Summary Trial Balance Report' form (under 'Avatar PM / Billing / Billing Reports / Monthly Closeout Reports' menu).
  2. Enter/select values for 'Summary Balance As Of ', 'Aging Category' and 'Include Bad Debt Information' report criteria fields.
  3. Ensure 'Export Detail Information to CSV' field is present in form, with 'Yes' checkbox/selection available.
  4. No selection in the 'Export Detail Information to CSV' field will render report results in the default report format
  5. Selecting 'Yes' in the 'Export Detail Information to CSV' field will display report results in CSV (comma-separated value) format (allowing user to export/save 'Summary Trial Balance Report' results for external use)
  6. Click 'Process' button to run report/render result data.
  7. If no value is selected in 'Export Detail Information to CSV' field, ensure that 'Summary Trial Balance Report' results are rendered/displayed in the default report format.
  8. If 'Yes' is selected for 'Export Detail Information to CSV' field, ensure that 'Summary Trial Balance Report' results are rendered/displayed in .CSV format within myAvatar/Avatar NX, with following header and individual data rows present:
  9. 'Summary Trial Balance Report' .CSV format data header (first row in report data results) will contain the following data elements:
  10. 'RRG'
  11. 'RRG Description'
  12. 'Financial Class'
  13. 'Financial Class Description'
  14. 'Unbilled In-House'
  15. 'Unbilled Disch'
  16. 'Days'
  17. Aging Categories (default or custom entered/edited values as defined in 'Aging Category' report criteria field; 'Aging 0', 'Aging 30', 'Aging 60', 'Aging 120', etc.)
  18. Header row examples:
  19. "RRG,RRG Description,Financial Class,Financial Class Description,Unbilled In-House,Unbilled Disch,Days,Billed/Aging Category 0,Billed/Aging Category 30,Billed/Aging Category 60,Billed/Aging Category 90,Billed/Aging Category 120,Total"
  20. "RRG,RRG Description,Financial Class,Financial Class Description,Unbilled In-House,Unbilled Disch,Days,Billed/Aging Category 5,Billed/Aging Category 10,Billed/Aging Category 20,Billed/Aging Category 30,Billed/Aging Category 40,Billed/Aging Category 50,Billed/Aging Category 60,Total"
  21. 'Total'
  22. 'Summary Trial Balance Report' .CSV format individual data rows (second and all subsequent rows in report data results) will contain report data for each element, one row per result.
  23. Data row examples:
  24. "5,Outpatient Substance Abuse,7,Medicare Part A,2397.15,0.00,0,1181.21,0.00,0.00,0.00,815.00,4393.36"
  25. "1,Inpatient Psychiatric,10,Non-Recoverable,18635.12,6000.50,0,3360.52,88.00,1500.00,200.00,6526.80,40022.44"
  26. "5,Outpatient Psychiatric,3,Blue Cross,1176903.89,0.00,0,1476.11,0.00,0.00,0.00,0.00,0.00,12365.15,1190745.15"
  27. In 'Summary Trial Balance Report' results display, click 'Export All Pages' or 'Export Page' button to export/save .CSV format report data to file.
  28. Open/review exported .CSV format file, ensuring that data header and all individual data rows are present in file as displayed/defined above.
Topics
• Summary Trial Balance Report • NX