Skip to main content

Avatar PM 2022 Update 11

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar PM required
RADplus required

Product Update Form Description

An issue is resolved in the 'Quick Billing Rule Definition' form where setting 'Auto Upload to RevConnect' to "No" may still upload files to RevConnect.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Quick Billing - Auto Upload to RevConnect
Resolves an issue to ensure that the system prevents to upload the file to RevConnect when the quick billing rule has "No" selected for the prompt 'Auto Upload to RevConnect. KB0068070 v0.01
Topics
• NX • Quick Billing • RevConnect
 
Acceptance Tests
AV-74726 Summary | Details
Quick Billing - Auto Upload to RevConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Ledger
  • Diagnosis
  • Dynamic Form - Admission - Client
  • Financial Eligibility
  • Program Maintenance
  • Quick Billing
  • Quick Billing Rule Definition
  • Registry Settings (PM)
Scenario 1: Quick Billing - Verify that 837 file is not auto uploaded to RevConnect when the 'Auto Upload To RevConnect' = 'No' in the Quick Billing Rule Definition
Specific Setup:
  • Netsmart Client Alignment Associate has been contacted to enable 'RevConnect'.
  • Netsmart Avatar support has completed the following:
  • Enabled the 'Enable RevConnect' registry setting.
  • Completed & submitted the 'RevConnect Configuration' form.
  • 'System Generated Email Settings' has been used to add the tester’s email to enable notification verification.
  • Registry Setting:
  • The 'Enable New Quick Billing Format' registry setting is set to 'Y'.
  • Facility Defaults:
  • In the 'Output Path on Server For Electronic Files' field, enter the directory path to store electronic files. Note the path to see the file created after quick billing process.
  • Guarantors/Payors:
  • An existing guarantor is identified.
  • Admission:
  • The client is admitted to the inpatient or outpatient program or an existing client is identified. Note client id/name, admission date/program.
  • Financial Eligibility:
  • The guarantor is assigned to client.
  • Client Charge Input:
  • 5 Services are rendered to the client in the first episode. Be sure to use service codes that are covered by the benefit plan (insurance charge category).
  • Client Ledger:
  • Verify the charges are correctly distributed to the contract guarantor, and they are in 'Open' status.
  • Unclaimed services that meet the 'Quick Billing Rule Definition' exist. Tester knows the date range of services.
  • Quick Billing Rule Definition:
  • The quick Billing Rules are created to include service(s) distributed to the client.
  • The 'Auto Upload To RevConnect' field is set to "No".
Steps
  1. Open 'Quick Billing Rule Definition'.
  2. Edit the definition by adding a value of 'No' to 'Auto Upload To RevConnect'.
  3. Click [Submit].
  4. Open 'Quick Billing'.
  5. Enter the date range of services.
  6. Select the 'Billing Rule To Execute', which is the 'Quick Billing Rule Definition'.
  7. Select 'Create Batch', 'Close Charges', 'Generate Bills' and 'Create Claims' in 'Quick Billing Tasks to Execute'.
  8. Enter a 'Date of Claim'.
  9. Click [Submit].
  10. Click [OK].
  11. Click [No].
  12. Verify an 837 billing file is created and stored in the location that is specified in the 'Facility Defaults'.
  13. Verify that no email is received stating: 'RevConnect uploaded 837 files successfully'.
Scenario 2: Quick Billing - Verify that 837 file is not auto uploaded to RevConnect when the 'Auto Upload To RevConnect' = 'Null' in the Quick Billing Rule Definition
Specific Setup:
  • Netsmart Client Alignment Associate has been contacted to enable 'RevConnect'.
  • Netsmart Avatar support has completed the following:
  • Enabled the 'Enable RevConnect' registry setting.
  • Completed & submitted the 'RevConnect Configuration' form.
  • 'System Generated Email Settings' has been used to add the tester’s email to enable notification verification.
  • Registry Setting:
  • The 'Enable New Quick Billing Format' registry setting is set to 'Y'.
  • Facility Defaults:
  • In the 'Output Path on Server For Electronic Files' field, enter the directory path to store electronic files. Note the path to see the file created after quick billing process.
  • Guarantors/Payors:
  • An existing guarantor is identified.
  • Admission:
  • The client is admitted to the inpatient or outpatient program or an existing client is identified. Note client id/name, admission date/program.
  • Financial Eligibility:
  • The guarantor is assigned to client.
  • Client Charge Input:
  • 5 Services are rendered to the client in the first episode. Be sure to use service codes that are covered by the benefit plan (insurance charge category).
  • Client Ledger:
  • Verify the charges are correctly distributed to the contract guarantor, and they are in 'Open' status.
  • Unclaimed services that meet the 'Quick Billing Rule Definition' exist. Tester knows the date range of services.
  • Quick Billing Rule Definition:
  • The quick Billing Rules are created to include service(s) distributed to the client.
  • Do not select any value in the 'Auto Upload To RevConnect' field.
Steps
  1. Open 'Quick Billing'.
  2. Enter the date range of services.
  3. Select the 'Billing Rule To Execute', which is the 'Quick Billing Rule Definition'.
  4. Select 'Create Batch', 'Close Charges', 'Generate Bills' and 'Create Claims' in 'Quick Billing Tasks to Execute'.
  5. Enter a 'Date of Claim'.
  6. Click [Submit].
  7. Click [OK].
  8. Click [No].
  9. Verify an 837 billing file is created and stored in the location that is specified in the 'Facility Defaults'.
  10. Verify that no email is received stating: 'RevConnect uploaded 837 files successfully'.
Topics
• NX • Quick Billing • RevConnect