Avatar PM 2022 Update 125

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Product Requirements / Recommendations

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Product Update Form Description

The following issues are resolved: 1) The '[UNDEFINED]ValidCode+16^GUIRCO' error that may occur when updating the 'Client' file within 'Dictionary Update.' 2) An issue where file paths longer than 40 characters may be incorrectly truncated in the 'File Location for 'errors.txt' File' field within 'Quick Billing Rule Definition.'

Included Updates

3, 9, 13, 18, 19, 21, 25, 26, 34, 41, 48, 51, 55, 58, 59, 61, 62, 67, 73, 75, 77, 78, 84, 87, 88, 90, 91, 94, 95, 97, 99, 100, 103, 107, 108, 109, 110, 114, 118, 120

Required Updates

None

Details

NEW0 CHANGED0 FIXED2

Fixed (2)

AV-83470 Details \| User Acceptance Tests Dictionary Update - Client file Resolves an issue to ensure that the new dictionary is added or an existing dictionary is updated for the data element 'Clam Follow-Up Status' successfully. KB0070972 v0.01	Topics • Dictionary

AV-83591 Details \| User Acceptance Tests Quick Billing Rule Definition - Include "errors.txt" File Resolves an issue to ensure that the 'File Location for "errors.txt" File' field allows a file path that contains more than 40 characters in the 'Quick Billing Rule Definition' form. KB0071127 v0.01	Topics • Quick Billing

Acceptance Tests

AV-83470 Summary | Details

Dictionary Update - Client file

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Dictionary Update (PM)

Scenario 1: Dictionary Update - Client file - Add/Edit/Print dictionary

Steps

Open the 'Dictionary Update' form.
Select 'Client' in the 'File' field.
Select 'Claim Follow-Up Status' in the 'Data Element' field.
Enter desired code to the 'Dictionary Code' field. Note the code.
Enter desired value to the 'Dictionary Value' field. Note the value.
Click [Apply Changes].
Validate that the 'Information' dialog contains 'Filed!'.
Click [OK].
Enter desired code to the 'Dictionary Code' field. Note the code.
Enter desired value to the 'Dictionary Value' field. Note the value.
Click [Apply Changes].
Validate that the 'Information' dialog contains 'Filed!'.
Click [OK].
Select 'Print Dictionary' section.
Select 'Client' in the 'File' field.
Select 'Individual Data Element' radio button.
Select 'Claim Follow-Up Status' from the 'Data Element' field.
Click [Print Dictionary].
Review the report.
Verify the dictionary codes / values added in previous step display correctly.
Close the report.
Select 'Input Dictionary Code(s)' section.
Verify the 'File' field contains 'Client'.
Verify the 'Data Element' is set to the 'Claim Follow-Up Status'.
Select desired code which is added in previous step in the 'Dictionary Code' field.
Verify the correct 'Dictionary Value' displays for the selected code.
Update the value in the 'Dictionary Value' field.
Click [Apply Changes].
Validate that the 'Information' dialog contains 'Filed!'.
Click [OK].
Select 'Print Dictionary' section.
Select 'Client' in the 'File' field.
Select 'Individual Data Element' radio button.
Select 'Claim Follow-Up Status' from the 'Data Element' field.
Click [Print Dictionary].
Review the report.
Verify the dictionary codes / values updated in previous step display correctly.
Close the report.
Close the form.

Topics

• Dictionary

AV-83591 Summary | Details

Quick Billing Rule Definition - Include "errors.txt" File

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission (Outpatient)
Authorization Warning
Client Charge Input
Client Ledger
Crystal Report Viewer
Diagnosis
Financial Eligibility
Guarantors/Payors
Quick Billing
Quick Billing Rule Definition
Registry Settings (PM)
User Definition

Scenario 1: Qucik Billing Rule Definition - 'Include "errors.txt" File' and 'File Location' for "errors.txt".

Specific Setup:

Registry Setting:
The 'Enable New Quick Billing Format' registry setting is set to 'Y'.
Facility Defaults:
Set the path to store the quick billing file in the 'Output Path On Server For Electronic Files' field. Note the path. Please note: This path will be used in the 'File Location' field of the 'Quick Billing Rule Definition' form.
File Explorer:
A physical location is created in the system which is defined in the 'Facility Defaults' form.
Another location is created under the folder which is defined for the 'File Location'.
Guarantors/Payors:
An existing guarantor is identified. Note the guarantor code/value.
Client:
Select a client that has missing data that will prevent it from being billed or create a new client.
This example will use a missing ‘Policy Number’ in Financial Eligibility’. Note the guarantor.
Financial Eligibility:
A guarantor is assigned to the client identified above.
Client Charge Input:
Rendered services that distributed to guarantor.
Client Ledger:
Verify all the charges distributed to the guarantor identified above.
Quick Billing Rue Definition:
A quick billing rule definition is defined that will include the guarantor, service code, and program.
‘Send Generated Bill To' = File.
Note the ‘File Location’ value.
‘Include “errors.txt” File’ = ‘No’.

Steps

Open ‘Quick Billing’.
Select ‘Add’ in ‘Add New Or Edit Existing Quick Billing Batch’.
Enter desired ‘First Date Of Service To Include’.
Enter desired ‘Last Date Of Service To Include’.
Select desired ‘Billing Rule To Execute’.
Select ‘Create Batch’, ‘Close Charges ’, and ‘Generate Bills’ in ‘Quick Billing Tasks to Execute’.
Enter desired ‘Date Of Claim‘.
Validate that the file does not compile successfully because of the missing policy number in the financial eligibility.
Close the form.
Go to the ‘File Location’ and verify that no error file was created.
Open ‘Quick Billing Rule Definition’ and edit the rule from ‘Setup’.
Change the ‘Include “errors.txt” File’ to ‘Yes’.
Submit the form.
Open ‘Quick Billing’.
Select ‘Add’ in ‘Add New Or Edit Existing Quick Billing Batch’.
Enter desired ‘First Date Of Service To Include’.
Enter desired ‘Last Date Of Service To Include’.
Select desired ‘Billing Rule To Execute’.
Select ‘Create Batch’, ‘Close Charges’, and ‘Generate Bills’ in ‘Quick Billing Tasks to Execute’.
Enter desired ‘Date Of Claim‘.
Validate that the file does not compile successfully because of the missing policy number in the financial eligibility.
Close the form.
Go to the ‘File Location’ and verify that the error file was created.
Open ‘Quick Billing Rule Definition’ and edit the rule from ‘Setup.
Change the ‘Include “errors.txt” File’ to ‘In Separate Location’.
Enter a value in ‘File Location for "errors.txt" File’ that differs from the ‘File Location’ value’.
Submit the form.
Open ‘Quick Billing’.
Select ‘Add’ in ‘Add New Or Edit Existing Quick Billing Batch’.
Enter desired ‘First Date Of Service To Include’.
Enter desired ‘Last Date Of Service To Include’.
Select desired ‘Billing Rule To Execute’.
Select ‘Create Batch’, ‘Close Charges’, and ‘Generate Bills’ in ‘Quick Billing Tasks to Execute’.
Enter desired ‘Date Of Claim‘.
Validate that the file does not compile successfully because of the missing policy number in the financial eligibility.
Close the form.
Go to the ‘File Location for "errors.txt" File’ and verify that the error file was created.
Fix the client data, in this example the missing ‘Policy Number’ in Financial Eligibility’.
Open ‘Quick Billing’.
Select ‘Add’ in ‘Add New Or Edit Existing Quick Billing Batch’.
Enter desired ‘First Date Of Service To Include’.
Enter desired ‘Last Date Of Service To Include’.
Select desired ‘Billing Rule To Execute’.
Select ‘Create Batch’, ‘Close Charges’, ‘Generate Bills’, and 'Create Claims' in ‘Quick Billing Tasks to Execute’.
Enter desired ‘Date Of Claim‘.
Validate that the ‘Compile Complete’ message indicates that no errors were found.
Go to the ‘File Location’ and verify that the billing file was created.
Open 'Client Ledger' for the client and validate that the claim number displays.

Topics

• Quick Billing