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Avatar PM 2022 Update 67

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Product Requirements / Recommendations

Avatar PM required
RADplus required

Product Update Form Description

The 'Payment Acknowledgement' form is added. This form can be enabled using the 'Enable Payment Acknowledgement' registry setting.

Included Updates

3, 9, 18, 41, 55, 59, 62

Required Updates

Avatar PM 2022 Update 62
Details
NEW1 CHANGED0 FIXED0
New (1)
Payment Acknowledgement - form
The 'Payment Acknowledgement' form is added to the system and is enabled when the 'Enable Payment Acknowledgement' registry setting has a value of 'Y'.
The user must be given access to the form in 'User Definition'.
Value Added: Allows the user to use the Payment Acknowledgement form to enter/edit/post/reverse acknowledged payments.
Topics
• NX • Payment Acknowledgement
 
Acceptance Tests
AV-80262 Summary | Details
Payment Acknowledgement - form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Payment Acknowledgement
  • Posting/Adjustment Codes Definition
  • Registry Settings (PM)
  • User Definition
  • App Dashboard
  • Dynamic Form - Dictionary Update - Locked Dictionary
  • Dynamic Form - Payment Acknowledgement
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.
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’.
  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.
  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’.
  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. Click [New Row] in ‘Post Payment Accounting Entry’.
  31. Select desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’.
  32. Select desired ‘Program’. This is from ‘Other Table Files: (5521) Program’, not a program in ‘Program Maintenance’.
  33. Select desired ‘Account’.
  34. Select desired ‘Amount’.
  35. Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgement’.
  36. Select desired ‘Posting Date’.
  37. Validate that the ‘Posting Summary’ is correct.
  38. If desired, click [New Row] and repeat the steps.
  39. If desired, click [Delete Row]. A ‘Confirm Delete’ message will be displayed. Select desired value.
  40. Click [File].
  41. The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry?
  42. Click [Yes].
  43. Click the ‘Reverse’ checkbox in one row of the ‘Post Payment Accounting Entry’.
  44. Enter desired ‘Reversal Posting Date’.
  45. Enter desired ‘Reversal Reason’.
  46. Click [Reverse].
  47. 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.
  48. If desired, add a new row to post and additional payment.
  49. Close the form.
Scenario 2: Payment Acknowledgement - form & field validation
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.
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. Verify that ‘Batch Number’ is required.
  6. Verify that ‘Posting Code’’ is required.
  7. Verify that ‘Amount’ is required.
  8. Verify that ‘Guarantor’ is required.
  9. Verify that ‘Receipt Date’ is required.
  10. Verify that ‘Deposit Date’ is required.
  11. Enter desired value in ‘Batch Number’.
  12. Select desired ‘Posting Code’.
  13. Enter desired value in ‘Check/EFT Number’.
  14. Enter desired value in ‘Amount’.
  15. Select desired ‘Guarantor’. If a ‘Self-Pay guarantor is selected, the ‘Client’ field will be enabled.
  16. Enter desired value in ‘Name/Source’.
  17. Enter desired value in ‘Client’, if enabled.
  18. Enter desired value in ‘Check/EFT Date’.
  19. Enter desired value in ‘Receipt Date’.
  20. Enter desired value in ‘Deposit Date’.
  21. Select desired ‘Treatment Service’.
  22. Select desired ‘Category’.
  23. If the selected item, extended data dictionary value of 'Other Table Files: (5522) Account' - 'Include in Category Dictionary: Yes' the dictionary item will be available for selection. No = not available for selection.
  24. If the selected item, extended data dictionary value of 'Other Table Files: (5522) Account' - 'Require Name/Source in Payment Acknowledgement', has a value of 'Y' the 'Name/Source' field will become required. No = not required.
  25. Enter desired value in ‘Bank Ref #’.
  26. Enter desired value in ‘Comments’.
  27. Click [File].
  28. 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.
  29. Clicking [No] returns the user to the ‘Payment Acknowledgement’ section to enter additional payments.
  30. Clicking [Yes] allows the user to post payments in 'Post Payment Accounting Entry'.
  31. Click [Yes].
  32. Click [New Row] in ‘Post Payment Accounting Entry’.
  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’.
  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, and first row partially posts the 'Amount', 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 and additional payment.
  51. Close the form.
  52. Open ‘Payment Acknowledgement’ form
  53. Select ‘Edit or View’ in ‘Action, which will enable the ‘Payment Acknowledgement Search’ section.
  54. Enter data from the ‘Payment Acknowledgement’, filed above, 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’.
  55. Click [Search].
  56. Select the desired item in the ‘Payment Acknowledgement’ grid.
  57. Click [OK] to continue or [Cancel] to end the search. Click [OK].
  58. The following ‘Payment Acknowledgement’ displays: Do you need to continue to Post Payment Accounting Entry?
  59. Validate the ‘Post Payment Accounting Entry' contains the previously filed data.
Topics
• NX • Payment Acknowledgement