Avatar PM 2022 Update 13

Last updated
Save as PDF

Product Requirements / Recommendations

Avatar PM required
RADplus required

Product Update Form Description

The following issues are resolved: 1) Where the 'Client Account Services Report' truncated the 'Transaction amounts'. 2) Where a receipt that was generated could contain a payment or adjustment that was not supposed to print on the receipt.

Included Updates

None

Required Updates

None

Details

NEW0 CHANGED0 FIXED2

Fixed (2)

AV-72572 Details \| User Acceptance Tests Client Account Services Report The 'Client Account Services Report' report has been updated to display the full payment amount without truncating. KB0068207 v0.01	Topics • Billing

AV-72753 Details \| User Acceptance Tests Avatar AM - Front Desk Service Information - Deposit Entry Avatar AM - Front Desk Service Information - Deposit Entry has been updated to include valid information on the receipt.	Topics • Front Desk • NX

Acceptance Tests

AV-72572 Summary | Details

Client Account Services Report

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

Admission (Outpatient)
App Dashboard
Client Account Services Report
Client Ledger
Diagnosis
Dynamic Form - Add To Problem List
Dynamic Form - Deposit Entry
Financial Eligibility
Front Desk Information
Service Codes

Scenario 1: Client Account Services Report - Validating payment amount

Specific Setup:

Guarantors/Payor:
A self pay guarantor is identified. Note the guarantor's code/value.
Client:
An existing client, with the above guarantor in Financial Eligibility, is selected, or a new client is admitted and assigned the above guarantor in Financial Eligibility. Note the client's id, admission date and admission program.
A diagnosis record is created for the client.
Service Code:
Select a service code that has a Service Fee/Cross Reference Maintenance record, noting the 'Fee’.
Recurring Client Charge Input:
Services are rendered to the client that will create charges that total more than $10,000.00. Note the service date range.
Client Ledger:
The service distributed to the self pay guarantor.

Steps

Open desired form and post a payment greater than $10,000.00 to the client. Note the payment date.
Validate that the generated receipt displays the full payment amount.
Close the receipt.
Close the form.
Open the 'Client Ledger' for the client / payment date and validate that the full payment amount displays.
Close the report.
Close the form.
Open 'Client Account Services Report'.
Select the client and the payment date.
Click [Process].
Validate that the report displays the full payment amount.
Close the report.
Close the form.
Repeat steps 1 -13 with a payment amount of less than $1,000.00.

Topics

• Billing

AV-72753 Summary | Details

Avatar AM - Front Desk Service Information - Deposit Entry

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

Admission (Outpatient)
App Dashboard
Client Charge Input
Client Ledger
Diagnosis
Dispense Locking Maintenance
Dynamic Form - Add To Problem List
Dynamic Form - Admission - Client
Dynamic Form - Clear Locks
Dynamic Form - Deposit Entry
Dynamic Form - Edit Service Fee Definition
Fast Dose Dispensing
Financial Eligibility
Front Desk Information
Guarantors/Payors
Medication Order
Posting/Adjustment Codes Definition
Receipt Definition
Registry Settings (PM)
Service Codes

Scenario 1: Avatar AM Front Desk Information - Receipt Verification

Specific Setup:

Avatar AM module is installed.
Guarantors/Payors:
The guarantor is a contract guarantor with a value of ‘Contractual Allowance By Liability Distribution’ in ‘Does This Guarantor Use Contractual Allowance By Batch Or Through Liability Distribution?’.
Service Codes:
Select a minimum of two services codes that have a ‘Service Fee/ Cross Reference Maintenance’, ‘Guarantor Definition’ that contains values in ‘Maximum Amount To Distribute Per Service’, and ‘Contract Rate’. ‘Write-off Remaining Balance (Contract Guarantors Only)’ = Yes. ‘Ignore Specified Amounts When Distributing Liability’ = No.
Client:
Select a client who is assigned the above guarantor, plus a self-pay guarantor in Financial Eligibility’ or create a new client. Note the client’s id, program, and date of admission.
Posting/Adjustment Coded Definition:
Identify codes that will allow a receipt to be generated and codes that will not allow a receipt to be generated. At least one code should be a payment and one code should be an adjustment.
Desired method for creating services is used to create services on the same date, using both service codes. Create services on two or more different dates. Note the service dates.

Steps

Open ‘Front Desk Information’.
Select the desired ‘Client Id’.
Select ‘Deposit Entry’.
Enter the service date in ‘Date Of Receipt Or Adjustment’.
Select the ‘Service Code’ if not defaulted.
Select the self-pay ‘Guarantor’.
Enter the ‘Amount To Post’.
Select desired ‘Posting Code’ that is for a payment.
Enter optional data as desired.
Click [File].
Validate that if the ‘Posting Code’ did not allow the receipt to be generated that the receipt did not generate.
Validate that if the ‘Posting Code’ did allow the receipt to be generated that the receipt did generate.
Validate that the receipt contains the current information as entered in ‘Deposit Entry’.
If desired, use ‘Client Ledger’ to verify the deposit.
Repeat steps 1 - 15 for a Posting Code’ that is for an adjustment.

Topics

• Front Desk • NX