AR Console - Claim Follow-Up Entry
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- App Dashboard
- AR Console Configuration
- AR Console User Defaults Setup
- Client Charge Input
- Client Ledger
- Diagnosis
- Dynamic Form - Add To Problem List
- Electronic Billing
- Financial Eligibility
- Guarantors/Payors
- Program Maintenance
- Registry Settings (PM)
- System Task Scheduler
- User Definition
Scenario 1: Account Receivable Console - Add Claim Follow-Up/Notes
Specific Setup:
- Note the tester's 'User Definition', 'User Description'.
- Registry Setting:
- Set the 'Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality' registry setting to "Yes".
- Accounts Receivable functionality has been defined.
- Identify a client with three or more unpaid claims.
- Note the client's last name initial, ID, admission program.
- Note the guarantor the claim liability distributed to.
- Use ‘AR Console User Defaults’ to give the tester access to the following:
- First initial of the client's last name.
- Admission program
- Guarantor the claim liability distributed to.
- Use ‘System Task Scheduler’ to process the ‘Auto AR Batch’ after the claims were created.
Steps
- Access the ‘AR Console’.
- Enter the desired ‘Client’.
- Enter desired dates in ‘Service Date From’ and ‘Service Date To’.
- Click [Search].
- Validate that the claims display in the ‘Claims with Outstanding Receivables’ grid.
- Select one claim row, noting the claim number.
- Click [Add Claim Follow-Up/Notes].
- Validate that ‘Claim Follow-Up’ contains the selected claim number.
- Enter desired value in ‘Edit Payer ICN#’.
- Select desired value in ‘Claim Submission Reason Code’.
- Go to the ‘Follow-Up Notes’ section.
- Verify that a row has been created for the current date and with a comment of ‘AR Console Follow-Up Created’.
- Click [New Row].
- Enter desired values for ‘Follow-Up Date’ and ‘Comments’ at a minimum. Data may be added to other fields if desired.
- Click [File Updates].
- Click [OK].
- Click [AR List] to return to the first section of the form.
- Select the same claim in the ‘Claims with Outstanding Receivables’ grid.
- Click [Add Claim Follow-Up/Notes].
- Validate that the data added to the ‘Edit Payer ICN#’ and 'Claim Submission Reason Code’ fields displays correctly.
- Go to the ‘Follow-Up Notes’ section.
- Verify that the row created by with the comment of ‘AR Console Follow-Up Created’ displays correctly.
- Verify that the new row that was added displays the submitted data correctly.
- Click [AR List] to return to the first section of the form.
- Repeat steps 6 -24, selecting a minimum of two claims in the ‘Claims with Outstanding Receivables’ grid, and toggling between the claims in the ‘Claim Follow-Up Entry' section.
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Topics
• Accounts Receivable Management
• NX
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