Avatar PM 2022 Update 71

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Product Requirements / Recommendations

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Product Update Form Description

The 'Payment/Adjustment Report' is updated to allow detail information to be displayed in CSV format.

Included Updates

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-79938 Details | User Acceptance Tests

Avatar PM 'Payment/Adjustment Report'

The 'Payment/Adjustment Report' is updated to allow detail information to be displayed in CSV format.

The 'Export Detail Information to CSV' field has been added to the Avatar PM 'Payment/Adjustment Report' form. When a value is selected, report result data will be rendered in a .CSV (comma-separated value) format, allowing user to export/save 'Payment/Adjustment Report' results for external use.

Value Added: Adds support for .CSV format result data in 'Payment/Adjustment Report'.

Topics

• NX • Payment/Adjustment Report

Acceptance Tests

AV-79938 Summary | Details

Avatar PM 'Payment/Adjustment Report'

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Payment/Adjustment Report

Scenario 1: Payment/Adjustment Report - Verification of .CSV format report results - By Revenue Group, Payment/Adjustment, & Financial Class

Steps

Open Avatar PM 'Payment/Adjustment Report' form (under 'Avatar PM / Billing / Billing Reports / Ad Hoc Reports' menu).
Enter/select values for 'From Date', 'Thru Date', 'Individual Or All Or Grouped Codes' and all other required/desired report criteria fields.
Ensure 'Export Detail Information to CSV' field is present in form.
No selection in the 'Export Detail Information to CSV' field will render report results in the default report format
Selecting 'By Revenue Group, Payment/Adjustment, & Financial Class' in the 'Export Detail Information to CSV' field will display Payment/Adjustment Report Revenue Group/Payment/Financial Class summary results in CSV (comma-separated value) format (allowing user to export/save 'Summary Trial Balance Report' results for external use)
Selecting 'By Revenue Group, Financial Class, Group Code & Service Code' in the 'Export Detail Information to CSV' field will display Payment/Adjustment Report Revenue Group/Financial Class/Group Code/Service Code detail results in CSV (comma-separated value) format (allowing user to export/save 'Summary Trial Balance 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 'Payment/Adjustment Report' results are rendered/displayed in the default report format.
If 'By Revenue Group, Payment/Adjustment, & Financial Class' is selected for 'Export Detail Information to CSV' field, ensure that 'Payment/Adjustment Report' results are rendered/displayed in .CSV format within myAvatar/Avatar NX, with following header and individual data rows present:
'Payment/Adjustment Report' .CSV format data header (first row in report data results) will contain the following data elements:
'Revenue Group Code'
'Revenue Group Description'
'Payment/Adjustment Code'
'Payment/Adjustment Description'
'Financial Class Code'
'Financial Class Description'
'Amount'
Header row example:
"Revenue Group Code,Revenue Group Description,Payment/Adjustment Code,Payment/Adjustment Description,Financial Class Code,Financial Class Description,Amount"
'Payment/Adjustment 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:
"4,"Outpatient Psychiatric",380,"Administrative Discount",3,"Medicaid",1687.50"
"5,"Outpatient Substance Abuse",200,"Transfer",9,"Blue Cross",45.75"
"7,"Partial Substance Abuse",100,"Payment - Check",5,"Commercial",280.00"
If 'By Revenue Group, Financial Class, Group Code & Service Code' is selected for 'Export Detail Information to CSV' field, ensure that 'Payment/Adjustment Report' results are rendered/displayed in .CSV format within myAvatar/Avatar NX, with following header and individual data rows present:
'Payment/Adjustment Report' .CSV format data header (first row in report data results) will contain the following data elements:
'Revenue Group Code'
'Revenue Group Description'
'Client Name'
'Client MR #'
'Client Episode #'
'Client Claim #'
'Transaction Date'
'Post Date'
'Payment Adjustment Code'
'Payment Adjustment Description'
'Service Code'
'Service Code Description'
'Amount'
'Financial Class Code'
'Financial Class Description'
'Posted By'
Header row example:
"Revenue Group Code,Revenue Group Description,Client Name,Client MR #,Client Episode #,Client Claim #,Transaction Date,Post Date,Payment Adjustment Code,Payment Adjustment Description,Service Code,Service Code Description,Amount,Financial Class Code,Financial Class Description,Posted By"
'Payment/Adjustment 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:
"4,"Outpatient Psychiatric","LASTNAME,FIRSTNAME","464",1,"137",10/18/2021,10/18/2021,310,"Contractual Adjustment - CR",600,"Brief Visit",25.00,3,"Medicaid","SYSTEM USER ONE""
"5,"Outpatient Substance Abuse","ZLASTNAME,ZFIRSTNAME","465",1,"Unbilled",01/29/2022,01/29/2022,100,"Payment - Check",700,"Intensive Visit",400.00,3,"Medicaid","SYSTEM USER TWO""
In 'Payment/Adjustment 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.

Topics

• NX • Payment/Adjustment Report