Avatar PM 2022 Update 18

• Registry Setting: Allow Roll-Up Rule Selection During Compile has a value of ‘1’.
• Roll-Up Services Definition:
• Two single and two group roll-up definitions exist. Note the component service codes and any requirements.
• At a minimum, services that meet a single roll-up definition exist for a minimum of one client. Note the client ID. Note the dates of service.

1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
2. Verify that the only roll-up definitions that can be selected are single definitions.
3. Enter the desired ‘From Date’ and ‘To Date’.
4. Select the definitions for the services in ‘Setup’.
5. Click [Compile Worklist].
6. Click [OK].
7. Select the ‘Post Roll-Up Services Worklist’ section.
8. Select the desired ‘Through Date’.
9. Select the desired 'Write Off Posting Code’.
10. Click [Post Worklist].
11. Click [OK].
12. Close the form.
13. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
14. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
15. Close the report.
16. Close the form.

• Registry Setting: Allow Roll-Up Rule Selection During Compile has a value of ‘1’.
• Roll-Up Services Definition:
• Open the 'Roll-Up Group Definition' section:
• Click the light bulb on the ‘Post Roll-Up Rule Individually’ field. Validate that it contains:
• If 'No' is selected, each roll-up rule is compiled in the specified order of execution, then the entire compile is posted. This is the default behavior for roll-up processing.
• If 'Yes' is selected, each roll-up rule is compiled and posted in order of execution before the next roll-up rule is compiled.
• Create a minimum of two 'Roll-Up Group Definitions'. One definition must have a value of 'Yes' and one definition must have a value of 'No' in ‘Post Roll-Up Rule Individually’.
• At a minimum, services that meet both group roll-up definitions exist for a minimum of one client. Note the client ID. Note the dates of service.
• Open the 'Roll-Up Services Definition' section, select edit and note the value of 'Existing Roll-Up Definition' for at least one definition.

1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
2. Verify that the only roll-up definitions that can be selected are group definitions.
3. Enter the desired ‘From Date’ and ‘To Date’ for the group definition with a value of 'Yes' in ‘Post Roll-Up Rule Individually’.
4. Select the group definitions with a value of 'Yes' in ‘Post Roll-Up Rule Individually’.
5. Click [Compile Worklist].
6. Click [OK].
7. Based on the light bulb message when 'Yes' is in ‘Post Roll-Up Rule Individually’, each roll-up rule is compiled and posted in order of execution before the next roll-up rule is compiled. This means that the user does not use the 'Post Roll-Up Services Worklist' section of the form.
8. Close the form.
9. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
10. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
11. Close the report.
12. Close the form.
13. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
14. Enter the desired ‘From Date’ and ‘To Date’ for the group definition with a value of 'No' in ‘Post Roll-Up Rule Individually’.
15. Select the group definitions with a value of 'Yes' in ‘Post Roll-Up Rule Individually’.
16. Click [Compile Worklist].
17. Click [OK].
18. Based on the light bulb message when 'No' is in ‘Post Roll-Up Rule Individually’, each roll-up rule is compiled in the specified order of execution, then the entire compile is posted.
19. Select the ‘Post Roll-Up Services Worklist’ section.
20. Select the desired ‘Through Date’.
21. Click [Post Worklist].
22. Close the form.
23. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
24. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
25. Close the report.
26. Close the form.

• Registry Setting: Allow Roll-Up Rule Selection During Compile has a value of ‘172’.
• This value indicates that the option to select either individual or group 'Roll-Up Services Definitions' will be included on the form.
• When an individual definition is selected the user will be unable to select a group definition, or when a group definition is selected the user will be unable to select an individual definition.
• Roll-Up Services Definition:
• At a minimum, two single and two group roll-up definitions exist. Note the component service codes and any requirements.

In the group definitions:

• If 'No' is selected, each roll-up rule is compiled in the specified order of execution, then the entire compile is posted. This is the default behavior for roll-up processing.
• If 'Yes' is selected, each roll-up rule is compiled and posted in order of execution before the next roll-up rule is compiled.
• At a minimum, services that meet a single roll-up definition, and services that will meet a group definition, exist for a minimum of one client. Note the client ID. Note the dates of service.

1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
2. Verify that the fields ‘Roll-Up Definitions’ and ‘Roll-Up Group’ are enabled.
3. Enter the desired ‘From Date’ and ‘To Date’.
4. Select a value in ‘Roll-Up Definitions’.
5. Validate that no value can be selected in ‘Roll-Up Group’.
6. Click [Compile Worklist].
7. Click [OK].
8. Select the ‘Post Roll-Up Services Worklist’ section.
9. Select the desired ‘Through Date’.
10. Select the desired 'Write Off Posting Code’.
11. Click [Post Worklist].
12. Click [OK].
13. Close the form.
14. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
15. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
16. Close the report.
17. Close the form.
18. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
19. Enter the desired ‘From Date’ and ‘To Date’.
20. Select a value in ‘Roll-Up Group’.
21. Validate that no value can be selected in ‘Roll-Up Definitions’.
22. Click [Compile Worklist].
23. Click [OK].
24. If the group definition is set to roll-up the definition individually, the compile will be posted.
25. If the group definition is not set to roll-up the definition individually, the compile will not be posted. Post the compile.
26. Close the form.
27. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
28. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
29. Close the report.
30. Close the form.

• Registry Setting: Allow Roll-Up Rule Selection During Compile has a value of ‘0’.
• A value of '0' indicates that the option to select 'Roll-Up Services Definitions' will be removed from the form, and that only 'single' definitions will compile. No 'group definitions will compile.
• Roll-Up Services Definition:
• Two single and two group roll-up definitions exist. Note the component service codes and any requirements.
• At a minimum, services that meet a single roll-up definition, and services that will meet a group definition, exist for a minimum of one client. Note the client ID. Note the dates of service.

1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
2. Verify that no roll-up definitions can be selected.
3. Enter the desired ‘From Date’ and ‘To Date’.
4. Click [Compile Worklist].
5. Click [OK].
6. Select the ‘Post Roll-Up Services Worklist’ section.
7. Select the desired ‘Through Date’.
8. Select the desired 'Write Off Posting Code’.
9. Click [Post Worklist].
10. Click [OK].
11. Close the form.
12. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
13. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
14. Close the report.
15. Close the form.

• Registry Setting: Allow Roll-Up Rule Selection During Compile has a value of ‘1’.
• Roll-Up Services Definition:
• Open the 'Roll-Up Group Definition' section:
• Click the light bulb on the ‘Post Roll-Up Rule Individually’ field. Validate that it contains:
• If 'No' is selected, each roll-up rule is compiled in the specified order of execution, then the entire compile is posted. This is the default behavior for roll-up processing.
• If 'Yes' is selected, each roll-up rule is compiled and posted in order of execution before the next roll-up rule is compiled.
• Create a minimum of two 'Roll-Up Group Definitions'. One definition must have a value of 'Yes' and one definition must have a value of 'No' in ‘Post Roll-Up Rule Individually’.
• At a minimum, services that meet both group roll-up definitions exist for a minimum of one client. Note the client ID. Note the dates of service.
• Open the 'Roll-Up Services Definition' section, select edit and note the value of 'Existing Roll-Up Definition' for at least one definition.

1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
2. Verify that the only roll-up definitions that can be selected are group definitions.
3. Enter the desired ‘From Date’ and ‘To Date’ for the group definition with a value of 'Yes' in ‘Post Roll-Up Rule Individually’.
4. Select the group definitions with a value of 'Yes' in ‘Post Roll-Up Rule Individually’.
5. Click [Compile Worklist].
6. Click [OK].
7. Based on the light bulb message when 'Yes' is in ‘Post Roll-Up Rule Individually’, each roll-up rule is compiled and posted in order of execution before the next roll-up rule is compiled. This means that the user does not use the 'Post Roll-Up Services Worklist' section of the form.
8. Close the form.
9. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
10. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
11. Close the report.
12. Close the form.
13. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
14. Enter the desired ‘From Date’ and ‘To Date’ for the group definition with a value of 'No' in ‘Post Roll-Up Rule Individually’.
15. Select the group definitions with a value of 'Yes' in ‘Post Roll-Up Rule Individually’.
16. Click [Compile Worklist].
17. Click [OK].
18. Based on the light bulb message when 'No' is in ‘Post Roll-Up Rule Individually’, each roll-up rule is compiled in the specified order of execution, then the entire compile is posted.
19. Select the ‘Post Roll-Up Services Worklist’ section.
20. Select the desired ‘Through Date’.
21. Click [Post Worklist].
22. Close the form.
23. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
24. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
25. Close the report.
26. Close the form.

• Registry Setting: Allow Roll-Up Rule Selection During Compile has a value of ‘172’.
• This value indicates that the option to select either individual or group 'Roll-Up Services Definitions' will be included on the form.
• When an individual definition is selected the user will be unable to select a group definition, or when a group definition is selected the user will be unable to select an individual definition.
• Roll-Up Services Definition:
• At a minimum, two single and two group roll-up definitions exist. Note the component service codes and any requirements.

In the group definitions:

• If 'No' is selected, each roll-up rule is compiled in the specified order of execution, then the entire compile is posted. This is the default behavior for roll-up processing.
• If 'Yes' is selected, each roll-up rule is compiled and posted in order of execution before the next roll-up rule is compiled.
• At a minimum, services that meet a single roll-up definition, and services that will meet a group definition, exist for a minimum of one client. Note the client ID. Note the dates of service.

1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
2. Verify that the fields ‘Roll-Up Definitions’ and ‘Roll-Up Group’ are enabled.
3. Enter the desired ‘From Date’ and ‘To Date’.
4. Select a value in ‘Roll-Up Definitions’.
5. Validate that no value can be selected in ‘Roll-Up Group’.
6. Click [Compile Worklist].
7. Click [OK].
8. Select the ‘Post Roll-Up Services Worklist’ section.
9. Select the desired ‘Through Date’.
10. Select the desired 'Write Off Posting Code’.
11. Click [Post Worklist].
12. Click [OK].
13. Close the form.
14. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
15. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
16. Close the report.
17. Close the form.
18. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
19. Enter the desired ‘From Date’ and ‘To Date’.
20. Select a value in ‘Roll-Up Group’.
21. Validate that no value can be selected in ‘Roll-Up Definitions’.
22. Click [Compile Worklist].
23. Click [OK].
24. If the group definition is set to roll-up the definition individually, the compile will be posted.
25. If the group definition is not set to roll-up the definition individually, the compile will not be posted. Post the compile.
26. Close the form.
27. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
28. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
29. Close the report.
30. Close the form.

• Registry Setting: Allow Roll-Up Rule Selection During Compile has a value of ‘0’.
• A value of '0' indicates that the option to select 'Roll-Up Services Definitions' will be removed from the form, and that only 'single' definitions will compile. No 'group definitions will compile.
• Roll-Up Services Definition:
• Two single and two group roll-up definitions exist. Note the component service codes and any requirements.
• At a minimum, services that meet a single roll-up definition, and services that will meet a group definition, exist for a minimum of one client. Note the client ID. Note the dates of service.

1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
2. Verify that no roll-up definitions can be selected.
3. Enter the desired ‘From Date’ and ‘To Date’.
4. Click [Compile Worklist].
5. Click [OK].
6. Select the ‘Post Roll-Up Services Worklist’ section.
7. Select the desired ‘Through Date’.
8. Select the desired 'Write Off Posting Code’.
9. Click [Post Worklist].
10. Click [OK].
11. Close the form.
12. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
13. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
14. Close the report.
15. Close the form.

• File Import:
• The ‘Avatar_PM_File_Import_Record_Layouts_Roll_Ups’ document is included in the posted zip file.
• Import files have been created to add, edit, and delete a Roll-Up Services Definition.

1. Open ‘File Import’.
2. Select 'Roll-Up Services Definition' in ‘File Type’.
3. Click [Upload New File] in ‘Action’.
4. Click [Process Action].
5. Upload the file that will add the 'Roll-Up Services Definition'.
6. Click [Compile/Validate File] in ‘Action’.
7. Select the uploaded file.
8. Click [Process Action].
9. If there are errors, click [Print Errors] in ‘Action’.
10. Select the compiled file.
11. Click [Process Action].
12. Review the report and upload and compile again to resolve the errors.
13. Click [Print File] in ‘Action’.
14. Click [Process Action].
15. Review the report to validate the data.
16. Click [Post File] in ‘Action’.
17. Select the compiled file.
18. Click [Process Action].
19. If desired, Click [Delete File] in ‘Action’.
20. Select the posted file.
21. Click [Process Action].
22. The ‘Delete File’ message will display.
23. Click desired value. If [Yes], the ‘Confirm message will display. Click [OK]. If [No], the ‘Delete File’ message is removed.
24. Close the form.
25. Open 'Roll-Up Services Definition'.
26. Validate that the definition imported with the correct values.
27. Close the form.
28. Repeat steps 1-24 for the file that will edit the 'Roll-Up Services Definition'.
29. Open 'Roll-Up Services Definition'.
30. Validate that the edited definition contains the correct values in the edited fields.
31. Close the form.
32. Repeat steps 1-24 for the file that will delete the 'Roll-Up Services Definition'.
33. Open 'Roll-Up Services Definition'.
34. Validate that the deleted definition does not exist.
35. Close the form.

• Compile/Edit/Post/Unpost Roll-Up Services Worklist:
• A minimum of two Roll-Up Services Worklists have been posted, containing a minimum of two clients.
• Note the 'Roll-Up Posting Date', 'Roll-Up Dates of Service' and the client IDs.
• Use ‘Client Ledger’ to validate that the rill-up service was created.

1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
2. Select the ‘Unpost Selected Roll-Up Services’ section.
3. Select desired value in ‘Select By Posting Date or Date of Service’.
4. Enter desired value in ‘From Date’.
5. Enter desired value in ‘To Date’.
6. Select ‘Individual Client’ in ‘All or Individual Client’.
7. Select the desired 'Client'.
8. Select desired ‘Roll-Up Worklists’.
9. Click [Select Roll-Ups to Unpost].
10. Select desired rows in the ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’ grid.
11. Click [Save].
12. Click [Unpost Roll-Ups].
13. Click [OK].
14. Validate the date in the report and close the report.
15. Close the form.
16. Open ‘Client Ledger’.
17. Process the ledger for the date range of the rolled-up services and the client that was selected to be unposted.
18. Validate that the services are not rolled-up.
19. Close the report.
20. Process the ledger for the date range of the rolled-up services and the client that was not selected to be unposted.
21. Validate that the services are rolled-up.
22. Close the report.
23. Close the form.

• Registry Setting: Allow Roll-Up Rule Selection During Compile has a value of ‘1’.
• Roll-Up Services Definition:
• Two single and two group roll-up definitions exist. Note the component service codes and any requirements.
• At a minimum, services that meet a single roll-up definition exist for a minimum of one client. Note the client ID. Note the dates of service.

1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
2. Verify that the only roll-up definitions that can be selected are single definitions.
3. Enter the desired ‘From Date’ and ‘To Date’.
4. Select the definitions for the services in ‘Setup’.
5. Click [Compile Worklist].
6. Click [OK].
7. Select the ‘Post Roll-Up Services Worklist’ section.
8. Select the desired ‘Through Date’.
9. Select the desired 'Write Off Posting Code’.
10. Click [Post Worklist].
11. Click [OK].
12. Close the form.
13. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
14. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
15. Close the report.
16. Close the form.

• Registry Setting: Default Write Off Posting Code has desired value without a “#” appended to it.
• Roll-Up Services Definition exists. Note the component service codes and any requirements.
• Services that meet the Roll-Up Services Definition exist for a minimum of one client. Note the client ID. Note the dates of service.

1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
2. Compile the worklist for the dates of service and the Roll-Up Service Definition.
3. Click [OK].
4. Select the ‘Post Roll-Up Services Worklist’ section.
5. Select the desired compile in ‘Through Date’.
6. Validate that the posting code from the ‘Default Write Off Posting Code’ registry setting displays in ‘Write Off Posting Code‘.
7. Change the posting code to a different value.
8. Click [Post Worklist].
9. Click [OK].
10. Close the form.
11. Open ‘Client Ledger’.
12. Select the client.
13. Select ‘All Episodes’ in ‘Claim/Episode/All Episodes’.
14. Enter the dates of service.
15. Select the ‘Simple’ in ‘Ledger Type’.
16. Click [Process].
17. Validate that the posting code is the posting code that was selected when posting the worklist.
18. Close the report.
19. Close the form.