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Avatar PM 2022 Update 111

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Product Requirements / Recommendations

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Product Update Form Description

An issue is resolved where fields may overlap on the "Client Ledger", "Claim Follow-Up Productivity Report", "Service Fee/Cross Reference Maintenance", and "Unbilled Services Report" reports in the NX Report Viewer.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Select reports are modified to prevent overlapping data displays.
An issue is resolved to ensure that data in the following Crystal reports does not overlap with other data fields when being displayed in an Avatar NX environment:
* Client Ledger
* Service/Fee Cross Reference Definition
* Claim Follow-Up Productivity Report
* Unbilled Services Report
Topics
• Client Ledger • NX • Service Fee/Cross Reference Maintenance
 
Acceptance Tests
AV-82836 Summary | Details
Select reports are modified to prevent overlapping data displays.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Follow-Up Productivity Report
  • Client Ledger
  • Unbilled Services Report
  • Service Fee Definition Report
Scenario 1: 'Claim Follow-Up Productivity' Report
Steps
  1. Open the "Claim Follow-Up Productivity Report" form.
  2. Set the "Summary or Detail Report" field to "Detail Report".
  3. Leave the "User" field blank. This will pick up all rows for the report.
  4. Enter the "Start Date" and "End Date".
  5. Process the report.
  6. Validate the 'Guarantor' name field does not overlap with the 'Follow-Up Note Entry Date' field.
  7. Validate the 'Follow-Up Note' field displays text as entered in the 'AR Console'.
  8. Click [Close Report].
  9. Return to the form.
  10. Click [Close form].
Scenario 2: 'Client Ledger' report - validate fields have no overlaps.
Specific Setup:
  • Client with a Guarantor and Services filed.
Steps
  1. Open the 'Client Ledger' report from 'Client Ledger Avatar PM / Billing / Remittance Processing'.
  2. Select a client in the 'Client ID' field. The selected client should have a guarantor assigned and several services filed.
  3. Select 'All Episodes' in the 'Claim/Episode/All Episodes' field.
  4. Select 'Crystal' in the 'Ledger Type' field.
  5. Set the 'From Date' to a date when the services were rendered.
  6. Set the 'To Date' to a date through which services were rendered.
  7. Click [Process].
  8. Review the report and verify the following:
  9. 'Service Description' field does not overlap with 'Units' field.
  10. 'Guarantor' field does not overlap with 'Guarantor Liability'.
  11. Close the report.
Scenario 3: 'Unbilled Services Report' - validation no fields overlap.
Steps
  1. Open the 'Unbilled Services Report'.
  2. Set 'Service Start Date' to any date where services were rendered.
  3. Set 'Service End Date' to any date to include services.
  4. Select 'All' in the 'Financial Class(es)' field.
  5. Select 'All' in the 'Program(s)' field.
  6. Select 'All' in the 'Service Status' field.
  7. Select 'No' in the 'Include 0 Liability' field.
  8. Click [Process].
  9. Review the report and note the following:
  10. 'Guarantor' field data does not overlap with the 'FE Expired?' field.
  11. A long Guarantor name wraps to prevent overlapping other fields.
  12. Close the report.
  13. Close the form.
Scenario 4: Service Fee/Cross Reference Definition Report - field validation
Steps
  1. Open the 'Service Fee/Cross Reference Maintenance' form.
  2. Click [Service Fee/Cross Reference Definition Report].
  3. Validate 'Practitioner' field does not overlap the 'Location' field.
  4. Validate 'Location' field does not overlap the 'Program' field.
  5. Validate 'Program' field does not overlap the 'Duration' field.
  6. Click [Close Report].
  7. Click [Close Form].
Topics
• Client Ledger • NX • Service Fee/Cross Reference Maintenance