Avatar PM 'Earned Income Report'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: 'Earned Income Report' - Verification of .CSV format report results
Steps
- Open Avatar PM 'Earned Income Report' form (under 'Avatar PM / Billing / Billing Reports / Monthly Closeout Reports' menu).
- Enter/select values for 'From Month/Year' and 'Thru Month/Year' 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 and Service Group' in the 'Export Detail Information to CSV' field will display Revenue Code/Service Group report detail results in CSV (comma-separated value) format (allowing user to export/save 'Earned Income Report' results for external use)
- Selecting 'By Revenue Group, Financial Class and Service Group' in the 'Export Detail Information to CSV' field will display Revenue Code/Financial Class/Service Group report detail results in CSV (comma-separated value) format (allowing user to export/save 'Earned Income 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 'Earned Income Report' results are rendered/displayed in the default report format.
- If 'By Revenue Group and Service Group' is selected for 'Export Detail Information to CSV' field, ensure that 'Earned Income Report' results are rendered/displayed in .CSV format within myAvatar/Avatar NX, with following header and individual data rows present:
- 'Earned Income Report' .CSV format data header (first row in report data results) will contain the following data elements:
- 'Revenue Group Code'
- 'Revenue Group Description'
- 'Service Group Code'
- 'Service Group Description'
- 'Earned Income Amount'
- Header row example:
- "Revenue Group Code,Revenue Group Description,Service Group Code,Service Group Description,Earned Income Amount"
- 'Earned Income 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:
- "1,"Inpatient Psychiatric",1,"Room & Board",51575.00"
- "5,"Outpatient Substance Abuse",2,"Professional Services",170466.98"
- If 'By Revenue Group, Financial Class and Service Group' is selected for 'Export Detail Information to CSV' field, ensure that 'Earned Income Report' results are rendered/displayed in .CSV format within myAvatar/Avatar NX, with following header and individual data rows present:
- 'Earned Income Report' .CSV format data header (first row in report data results) will contain the following data elements:
- 'Revenue Group Code'
- 'Revenue Group Description'
- 'Financial Class Code'
- 'Financial Class Description'
- 'Service Group Code'
- 'Service Group Description'
- 'Earned Income Amount'
- Header row example:
- "Revenue Group Code,Revenue Group Description,Financial Class Code,Financial Class Description,Service Group Code,Service Group Description,Earned Income Amount"
- 'Earned Income 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:
- "1,"Inpatient Psychiatric",7,"Medicare A",1,"Room & Board",22740.00"
- "5,"Outpatient Substance Abuse",3,"Medicaid",2,"Professional Services",103799.11"
- In 'Earned Income 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
• Earned Income Report
• NX
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