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Avatar PM 2022 Update 145

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Product Requirements / Recommendations

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Product Update Form Description

The following modifications to the 'Payment Acknowledgement' form are included: 1) The amount fields are updated to always include two decimal places. 2) An issue with the 'Transactions' grid where the fields were enabled without a row being selected is resolved. 3) In the 'Post Front Office and myHP Payments' section the 'Review' command button is modified to launch a grid. 4) The 'Treatment Service' and 'Category' fields are now required. 5) Inactive dictionary codes are now excluded from the 'Category' drop down. 6) The issue where Posting Codes were excluded when they should not have been is resolved. 7) The 'Client' field will now be cleared when it becomes disabled.

Included Updates

3, 9, 13, 15, 18, 19, 20, 21, 25, 26, 34, 37, 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, 117, 118, 120, 121, 123, 125, 126, 128, 130, 137, 138, 139, 140, 143, 144

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Payment Acknowledgement
The 'Post Front Office and myHP Payments' section has been modified to launch a grid when the 'Review' button is clicked. The grid can be edited.

The Payment Acknowledgement functionality has been enhanced to display two decimal places within the form.

The Post Payment Accounting Entry section has been modified to disable the fields in the grid until 'New Row' has been clicked. The 'Amount' field has been modified to retain the correct value on initial entry and edit of the entry.
Value Added: The Post Front Office and myHP Payments' grid is added and can be edited. Two decimal places display within the form.
Topics
• Deposit Entry • NX • Payment Acknowledgement
 
Acceptance Tests
AV-84779 Summary | Details
Payment Acknowledgement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar NX Report Viewer
  • Client Ledger
  • Deposit Entry
  • Dictionary Update (PM)
  • Financial Eligibility
  • Payment Acknowledgement
  • Posting/Adjustment Codes Definition
  • Registry Settings (PM)
  • Service Codes
  • Admission (Outpatient)
  • Diagnosis
  • Guarantors/Payors
  • User Definition
Scenario 1: Payment Acknowledgement - workflow
Specific Setup:
  • Registry Setting:
  • ‘Avatar PM->Billing->Remittance Processing->->->Enable Payment Acknowledgement’ has a ‘Registry Setting Value’ of ‘Y’.
  • Dictionary Update:
  • Other Table Files: (5521) Program - contains dictionary codes and dictionary values.
  • Other Table Files: (5522) Account - contains dictionary codes, dictionary values and extended dictionary values.
  • Other Table Files: (9712) Payment Acknowledgement Type – extended dictionary values have been added to the locked dictionary.
  • Posting/Adjustment Codes Definitions: Definitions exist for ‘Payment’.
  • The definitions may have a value in the ‘Payment Acknowledgement Type’ field.
  • All ‘Payment’ definitions will be available in the ‘Payment Acknowledgement’ form.
  • Clients:
  • Identify one or more clients that a balance due to a self-pay guarantor. Note the balance due amounts.
  • Note the 'Treatment Setting' of the client's program.
Steps
  1. Open ‘Payment Acknowledgement’ form.
  2. Verify that ‘Action’ defaults to ‘New’.
  3. Verify that ‘Transaction Number’ is read only.
  4. Verify that ‘Entered By’ is read only and defaults to the signed in user.
  5. Enter desired value in ‘Batch Number’.
  6. Select desired ‘Posting Code’. All payment posting codes will display.
  7. Enter desired value in ‘Check/EFT Number’.
  8. Enter desired value in ‘Amount’.
  9. Select desired ‘Guarantor’. If a ‘Self-Pay' guarantor is selected, the ‘Client’ field will be enabled.
  10. Enter desired value in ‘Name/Source’.
  11. Enter desired value in ‘Client’, if enabled. The field is only available for ‘Self-Pay' guarantors.
  12. Enter desired value in ‘Check/EFT Date’.
  13. Enter desired value in ‘Receipt Date’.
  14. Enter desired value in ‘Deposit Date’.
  15. Select desired ‘Treatment Service’.
  16. Select desired ‘Category’. Inactive dictionary codes will not display in this filed.
  17. Enter desired value in ‘Bank Ref #’.
  18. Enter desired value in ‘Comments’.
  19. Click [File].
  20. Verify that the ‘Payment Acknowledgement’ message is received and states the following: Filed successfully. The Transaction Number is 6. Do you need to continue to Post Payment Accounting Entry? Note: The Transaction Number’ increments by one number with each filing.
  21. Click [Yes] to continue to Post Payment Accounting Entry section or [No] to remain in the ‘Payment Acknowledgement’ section.
  22. If [Yes] was clicked, go to step 30.
  23. If [No] was clicked, select ‘Edit or View’ in ‘Action, which will enable the ‘Payment Acknowledgement Search’ section.
  24. Enter data from the filed ‘Payment Acknowledgement’ into desired search fields. The ’Transaction Number’ and ‘Batch Number’ are specific to only one ‘Payment Acknowledgement’. The following fields may return results for more than one ‘Payment Acknowledgement’ when applicable: ‘Client’, ‘Guarantor’, ‘Amount Type’, ‘Check/EFT #’, ‘Check/EFT From Date’, ‘Check/EFT To Date’, ‘Deposit From Date’, and ‘Deposit To Date’.
  25. Click [Search].
  26. Select the desired item in the ‘Payment Acknowledgement’ grid.
  27. Click [OK] to continue or [Cancel] to end the search. Click [OK].
  28. The following ‘Payment Acknowledgement’ displays: Do you need to continue to Post Payment Accounting Entry?
  29. Click [Yes].
  30. Validate that the grid is not enabled.
  31. Click [New Row] in ‘Post Payment Accounting Entry’.
  32. Validate that the grid becomes enabled.
  33. Select desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’.
  34. Select desired ‘Program’. This is from ‘Other Table Files: (5521) Program’, not a program in ‘Program Maintenance’.
  35. Select desired ‘Account’.
  36. Select desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'.
  37. Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgement’.
  38. Select desired ‘Posting Date’.
  39. Validate that the ‘Posting Summary’ is correct.
  40. If desired, click [New Row] and repeat the steps.
  41. If desired, click [Delete Row]. A ‘Confirm Delete’ message will be displayed. Select desired value.
  42. Click [File].
  43. The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry?
  44. Click [Yes].
  45. Click the ‘Reverse’ checkbox in one row of the ‘Post Payment Accounting Entry’.
  46. Enter desired ‘Reversal Posting Date’.
  47. Enter desired ‘Reversal Reason’.
  48. Click [Reverse].
  49. Validate that a new row was added to the ‘Post Payment Accounting Entry’ grid and that it mirrors the row that was selected to reverse, except for ‘Amount’ displays in parentheses, indicating a negative amount.
  50. If desired, add a new row to post an additional payment.
  51. Close the form.
  52. Open ‘Deposit Entry’.
  53. Make a payment for the self-pay guarantor for one or more clients. Add a value to 'Name on Card' field, no matter the payment type. It is needed to post the payment in the 'Payment Acknowledgement' form and will be transferred to the 'Post Front Office and myHP Payments' grid in the 'Payment Acknowledgement' form. Note all payment details.
  54. Open ‘Payment Acknowledgement’ form.
  55. Select the ‘Post Front Office and myHP Payments’ section.
  56. Set the ‘Payment Collection Date’ to the current date.
  57. If desired, select a value in ‘Treatment Service’.
  58. Select a ‘Front Office’ in ‘Type’.
  59. Click [Review].
  60. Validate that a grid is launched with payment information.
  61. A row will display for each payment made in ‘Deposit Entry’.
  62. Validate the payment information.
  63. Add a check mark to the rows that will be posted. Note the clients and payment amounts.
  64. Click [Save].
  65. Click [Yes].
  66. Enter desired ‘Batch Number’.
  67. Enter desired ‘Deposit Date’.
  68. Select desired ‘Category’.
  69. Enter desired ‘Bank Ref #’.
  70. If desired, enter ‘Comments’.
  71. Click [Post].
  72. Click [OK].
  73. Close the form.
  74. Open ‘Client Ledger’.
  75. Select the desired client and verify that the payment posted.
  76. Repeat for additional clients as desired.
  77. Close the report.
  78. Close the form.
Scenario 2: PM - Deposit Entry - Validate 'SYSTEM.unacknowledged_payments' table.
Specific Setup:
  • Registry Settings:
  • Avatar PM->Billing->Remittance Processing->->->Enable Payment Acknowledgement = Y.
  • Avatar PM->Billing->Remittance Processing->->->Prevent Posting Payments Unless Payment has been Acknowledged = ‘5’ at a minimum.
  • User Definition has been used to give the tester access to the 'Payment Acknowledgement' form and the ‘SYSTEM.unacknowledged_payments’ table.
  • Admit a new test client or select an existing self-pay client. Note the client’s ID.
  • Assign a self-pay Financial Eligibility record to the client.
  • Use 'Deposit Entry' to post a payment to the client. Note the details of the payment.
  • Add a value to 'Name on Card' field, no matter the payment type. It is needed to post the payment in the 'Payment Acknowledgement' form and will be transferred to the 'Post Front Office and myHP Payments' grid in the 'Payment Acknowledgement' form.
  • Use 'Client Ledger' to validate that the payment did not post to the account.
  • Use Crystal Reports or other SQL reporting tool to query the 'SYSTEM.unacknowledged_payments' table, specific to the client. Validate that payment data is correct. Save the query.
Steps
  1. Open ‘Payment Acknowledgement’.
  2. Select the ‘Post Front Office and myHP Payments’ section.
  3. Click [T] on ‘Payment Collection Date’.
  4. Select ‘Front Office’ in ‘Type’.
  5. Click [Review].
  6. Select the row with the 'Deposit Entry' payment for the client.
  7. Click [OK].
  8. Enter desired ‘Batch Number’.
  9. Enter desired ‘Deposit Date’.
  10. Select desired ‘Category’.
  11. Enter desired ‘Bank Ref #’.
  12. Enter desired ‘Comments.
  13. Click [Post].
  14. Open ‘Client Ledger’ for the client.
  15. Process the ‘Simple’ ledger report.
  16. Validate that the 'Deposit Entry' payment posted to the client’s account.
  17. Close the report.
  18. Close the form.
  19. Use Crystal Reports or other SQL reporting tool to query the 'SYSTEM.unacknowledged_payments' table, specific to the client. Validate that no results are returned.
Topics
• Deposit Entry • NX • Payment Acknowledgement
Table Changes
Table Column Change
SYSTEM.pay_ack_post_pay_acc_ent method change
SYSTEM.payment_acknowledgement method change