Avatar PM 'Aged Accounts Report'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: 'Aged Accounts Report' - Verification of .CSV format report results
Steps
- Open Avatar PM 'Aged Accounts Report' form (under 'Avatar PM / Billing / Billing Reports / Monthly Closeout Reports' menu).
- Enter/select values for 'Effective Date', 'Date of Payments', 'Age From Date' and all other required/desired report criteria fields.
- Select 'Detail Report' in 'Summary Or Detail Report' field.
- Ensure 'Export Detail Information to CSV' field is present in form, with 'Yes' checkbox/selection available.
- The 'Export Detail Information to CSV' field is only enabled/available for selection when 'Detail Report' is selected (in 'Summary Or Detail Report' field)
- No selection in the 'Export Detail Information to CSV' field will render report results in the default report format
- Selecting 'Yes' in the 'Export Detail Information to CSV' field will display report results in .CSV (comma-separated value) format (allowing user to export/save 'Aged Accounts Report' Detail Report results for external use)
- Click 'Process' button to run report/render result data.
- If no value is selected in 'Export Detail Information to CSV' field, ensure that 'Aged Accounts Report' results ('Summary Report' and/or 'Detail Report') are rendered/displayed in the default report format.
- If 'Yes' is selected for 'Export Detail Information to CSV' field, ensure that 'Aged Accounts Report' Detail Report results are rendered/displayed in .CSV format within myAvatar/Avatar NX, with following header and columns/fields present:
- 'Aged Accounts Report' Detail Report .CSV format data header (first row in report data results) will contain the following data elements:
- 'Sort By' (if 'Additional Sort' = 'Yes', otherwise '(0 = No Sort)')
- 'Client ID #'
- 'Client Last Name'
- 'Client First Name'
- 'Episodes'
- 'Guarantor ID #'
- Guarantor Name'
- 'Guarantor Balance'
- Aging Categories (default or custom entered/edited values as defined in 'Aging Category' report criteria field; 'Aging 30', 'Aging 60', 'Aging 180', 'Aging 365', etc.)
- Header row examples:
- "Sort By (0 = No Sort),Client ID #,Client Last Name,Client First Name,Episodes,Guarantor ID #,Guarantor Name,Guarantor Balance,Aging 0,Aging 30,Aging 60,Aging 90,Aging 120"
- "Sort By (22 = Date Of Birth),Client ID #,Client Last Name,Client First Name,Episodes,Guarantor ID #,Guarantor Name,Guarantor Balance,Aging 10,Aging 45,Aging 90,Aging 110,Aging 300,Aging 365,Aging 720"
- "Sort By (94 = Client's Address - Zipcode),Client ID #,Client Last Name,Client First Name,Episodes,Guarantor ID #,Guarantor Name,Guarantor Balance,Aging 0,Aging 30,Aging 60,Aging 90,Aging 120"
- 'Aged Accounts Report' Detail Report .CSV format individual data rows (second and all subsequent rows in report data results) will contain report data for each element, one row per result.
- Data row examples:
- "0,485,AGED,ONE,1,4,Medicaid,410,110,100,0,10,0"
- "0,486,AGED,TWO,1,1,BCBS,40,10,10,0,0,20"
- "01/01/1972,485,AGED,ONE,1,4,Medicaid,410,210,0,0,0,100,100,0"
- "01/01/1972,486,AGED,TWO,1,1,BCBS,40,20,0,0,0,10,10,0"
- "48197,50,AGED,THREE,1,1,BCBS,-1284.84,0,0,0,0,-1284.84"
- "90255,486,AGED,TWO,1,1,BCBS,40,10,10,0,0,20"
- In 'Aged Accounts Report' results display, click 'Export All Pages' or 'Export Page' button to export/save .CSV format report data to file.
- Open/review exported .CSV format file, ensuring that data header and all individual data rows are present in file as displayed/defined above.
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Topics
• Aged Accounts Report
• NX
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