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Avatar PM 2022 Update 53

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Product Requirements / Recommendations

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Product Update Form Description

An issue is resolved where the report launched from the 'Follow Up Entry (Edit)' form may incorrectly display no data. Note that customized copies of this report will need to be updated.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Follow Up Entry (Edit) - Follow Up Notes report
The 'Follow Up Notes Report' option of the 'Follow up Entry (Edit) form displays correct data that is filed through the 'Follow Up Entry' form or updated through the 'Follow Up Entry (Edit)' form.
Value Added: The 'Follow Up Notes Report' option of the 'Follow up Entry (Edit) form is updated to display follow up entries filed through the 'Follow Up Entry' form.
Topics
• Follow Up • NX
 
Acceptance Tests
AV-78320 Summary | Details
Follow Up Entry (Edit) - Follow Up Notes report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Ledger
  • Create Interim Billing Batch File
  • Crystal Report Viewer
  • Diagnosis
  • Dictionary Update (PM)
  • Dynamic Form - Admission - Client
  • Dynamic Form Address Validation
  • Dynamic form- Social Security Number
  • Electronic Billing
  • Financial Eligibility
  • Follow Up Entry
  • Follow Up Entry (Edit)
  • Guarantors/Payors
Scenario 1: Follow Up Entry (Edit) - Follow Up Notes Report - Validating notes filed through 'Follow Up Entry' by multiple login users
Specific Setup:
  • Identify two login users for the test system. Note the login information for both.
  • Guarantors/Payors:
  • An existing guarantor is identified to be assigned as the primary guarantor. Note the guarantor's code / value / financial class.
  • Dictionary Update:
  • File - Client
  • Data Element - Collection Note Type - 1 to 2 dictionary codes/values are added. Note the Dictionary codes/values.
  • Admission:
  • A new client is admitted, or an existing client is identified. Note the client id, admission date, and admission program.
  • Financial Eligibility: The guarantor identified above is assigned to the client as the primary guarantor.
  • Diagnosis: The diagnosis record is created for the client.
  • Client Charge Input:
  • 2 or 3 services are rendered to the client. Note the service date and service code.
  • Client Ledger:
  • The services distributed to the guarantor assigned to the client.
  • Close Charges:
  • The services rendered to the client are closed.
  • Create Interim Billing Batch:
  • Create an interim billing batch to cover client/services/guarantor.
  • Electronic Billing:
  • Services are claimed.
Steps
  1. Login as a one of the login users identified above.
  2. Open the 'Follow Up Entry' form.
  3. Enter/select client for Follow Up Entry in 'Client ID' field.
  4. Navigate to 'Follow Up Entry' section of form.
  5. Enter/select values for 'Contact Date', 'Contact Time', 'Episode Number', 'Guarantor', 'Guarantor Representative' and 'Collection Note Type' fields.
  6. Enter value for 'Follow Up Note' field, and any other desired fields.
  7. Click [File Follow Up Entry].
  8. Verify 'Filing Completed' dialog is presented. Click 'OK' button to close dialog.
  9. Navigate to 'Review Follow Up Entries' section of form.
  10. Ensure that Follow Up Entry filed in form is displayed in the 'Previous Follow Up Notes' text display field.
  11. Close the form.
  12. Log out from the system.
  13. Login as the other login user identified above.
  14. Open the 'Follow Up Entry' form.
  15. Enter/select the same client for Follow Up Entry in 'Client ID' field.
  16. Navigate to 'Follow Up Entry' section of form.
  17. Enter/select values for 'Contact Date', 'Contact Time', 'Episode Number', 'Guarantor', 'Guarantor Representative' and 'Collection Note Type' fields.
  18. Enter value for 'Follow Up Note' field, and any other desired fields.
  19. Click [File Follow Up Entry].
  20. Verify 'Filing Completed' dialog is presented. Click 'OK' button to close dialog.
  21. Navigate to 'Review Follow Up Entries' section of form.
  22. Ensure that Follow Up Entry filed in form is displayed in the 'Previous Follow Up Notes' text display field.
  23. Close the form.
  24. Open the 'Follow Up Entry (Edit)' form.
  25. In the 'Client ID' field, enter the client's name or ID, and select.
  26. In the 'Filter By Guarantor(s)' field, select the guarantor.
  27. For the 'Filter By Guarantor Representative(s)' field, select the guarantor representatives.
  28. In the 'Filter By Episode(s)' field, select the client episodes.
  29. In the 'Filter By Collection Note Type(s)' field, select the collection note types.
  30. The 'Previous Follow Up Notes' field displays an overview of the client’s follow up notes.
  31. Click [Print Current Follow Up Notes].
  32. Verify it generates a report that details the client's current follow up notes.
  33. Click [Follow Up Notes Report].
  34. Verify it generates follow up notes report that details all notes for the client.
  35. Close the report.
  36. Close the form.
Scenario 2: Follow Up Entry (Edit) - Follow Up Notes Report - Validating notes filed through 'Follow Up Entry' by single login user
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified to be assigned as the primary guarantor and the financial class is not a self pay. Note the guarantor code / value / financial class.
  • Enter desired days in the 'Number Of Days Since Last Claim' field. Note the number of days.
  • Dictionary Update:
  • File - Client
  • Data Element - Collection Note Type - 1 to 2 dictionary codes/values are added. Note the Dictionary codes/values.
  • Admission:
  • A new client is admitted, or an existing client is identified. Note the client id, admission date and admission program.
  • Financial Eligibility: The guarantor identified above is assigned to the client as the primary guarantor.
  • Diagnosis: The diagnosis record is created for the client.
  • Client Charge Input:
  • 2 or 3 service are rendered to the client such that it comes prior to coverage effective date of the primary guarantor. Note the service date and service code.
  • Client Ledger:
  • The services distributed to the self pay guarantor.
  • Close Charges:
  • The services rendered to the client are closed.
  • Create Interim Billing Batch:
  • Create an interim billing batch to cover client/services/guarantor.
  • Electronic Billing:
  • Services are claimed.
Steps
  1. Open the 'Follow Up Entry' form.
  2. Enter/select client for Follow Up Entry in 'Client ID' field.
  3. Navigate to 'Follow Up Entry' section of form.
  4. Enter/select values for 'Contact Date', 'Contact Time', 'Episode Number', 'Guarantor', 'Guarantor Representative' and 'Collection Note Type' fields.
  5. Enter value for 'Follow Up Note' field, and any other desired fields.
  6. Click [File Follow Up Entry].
  7. Verify 'Filing Completed' dialog is presented. Click 'OK' button to close dialog.
  8. Navigate to 'Review Follow Up Entries' section of form.
  9. Ensure that Follow Up Entry filed in form is displayed/included in the 'Previous Follow Up Notes' text display field.
  10. Close the form.
  11. Open the 'Follow Up Entry (Edit)' form.
  12. In the 'Client ID' field, enter the client's name or ID, and select.
  13. In the 'Filter By Guarantor(s)' field, select the guarantors.
  14. For the 'Filter By Guarantor Representative(s)' field, select the guarantor representatives.
  15. In the 'Filter By Episode(s)' field, select the client episodes.
  16. In the 'Filter By Collection Note Type(s)' field, select the collection note types.
  17. The 'Previous Follow Up Notes' field displays an overview of the client’s follow up notes.
  18. Click [Print Current Follow Up Notes].
  19. Verify it generates a report that details the client's current follow up notes.
  20. Click [Follow Up Notes Report].
  21. Verify it generates follow up notes report that details all notes for the client.
  22. Close the report.
  23. Close the form.
Topics
• Follow Up • NX

 

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