AR Console User Defaults Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- AR Console Configuration
- AR Console User Defaults Setup
- Guarantors/Payors
- Registry Settings (PM)
- System Task Scheduler
Scenario 1: AR Console User Defaults Setup - field validation
Specific Setup:
- The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
- User Definition has been used to give the signed in user access to the form: Avatar PM / Billing / AR Management / AR Console User Defaults Setup.
- View Definition / NX View Definition has been used to place the widget on the tester's home view.
- Note the ID of at least two more users.
- Guarantors/Payor: Multiple guarantors exist that contain different 'Financial Classes'.
- AR Console Configuration: At least one 'Financial Class' is selected in 'Exclude Financial Class(es) from AR Console'.
- System Task Scheduler:
- The 'Auto AR Batch Update' was processed after the claims were created.
Steps
- Open ‘AR Console User Defaults Setup’.
- Click ‘New Row’ and add a row for the signed in user, or if the signed in user exists in a row select the row.
- Click ‘All’ in the following fields: ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’ and ‘Client Last Name Initials to be Worked’.
- Add desired value to ‘Aged Over # Days’. Note the value.
- Click ‘New Row’ and add a row for the first additional user from ‘Setup’, or if the user exists in a row select the row.
- Select desired values in ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’, ‘Client Last Name Initials to be Worked’, and ‘Aged Over # Days’.
- Note the values of each field.
- Click ‘New Row’ and add a row for the second additional user from ‘Setup’, or if the user exists in a row select the row.
- Select desired values in ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’, ‘Client Last Name Initials to be Worked’, and ‘Aged Over # Days’.
- Note the values of each field.
- Click [Submit].
- Open ‘AR Console User Defaults Setup’.
- Select the row for the signed in user.
- Validate that the following fields have every available item in the checklist selected: ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’ and ‘Client Last Name Initials to be Worked’.
- Verify that ‘Aged Over # Days' contains the value entered above.
- Deselect one or more items in 'Financial Class(es)'.
- Select the row for the first additional user.
- Validate that the values that were submitted were retained.
- Select the row for the second additional user.
- Validate that the values that were submitted were retained.
- Click [Submit].
- Open ‘AR Console User Defaults Setup’.
- Select the row for the signed in user.
- Verify that the ‘Financial Class(es)’ does not contain the deselected items.
- Open the 'Account Receivable Console' widget for the signed in user.
- Verify that the ‘Financial Class(es)’ does not contain the deselected items.
- Close the widget.
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Topics
• Accounts Receivable Management
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