Accounts Receivable Management – Guarantor has an ‘&’ in name
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- AR Console Configuration
- AR Console User Defaults Setup
- Guarantors/Payors
- System Task Scheduler
- Admission (Outpatient)
- Client Charge Input
- Client Ledger
- Create Interim Billing Batch File
- Diagnosis
- Dictionary Update (PM)
- Electronic Billing
- Financial Eligibility
- Practitioner Numbers By Guarantor And Program
- Program Maintenance
- Registry Settings (PM)
- Service Codes
Scenario 1: AR Console User Defaults Setup - field validation
Specific Setup:
- The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
- User Definition has been used to give the signed in user access to the form: Avatar PM / Billing / AR Management / AR Console User Defaults Setup.
- View Definition / NX View Definition has been used to place the widget on the tester's home view.
- Note the ID of at least two more users.
- Guarantors/Payor: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields contain an '&'.
- System Task Scheduler:
- The 'Auto AR Batch Update' was processed after the claims were created.
Steps
- Open ‘AR Console User Defaults Setup’.
- Click ‘New Row’ and add a row for the signed in user, or if the signed in user exists in a row select the row.
- Click ‘All’ in the following fields: ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’ and ‘Client Last Name Initials to be Worked’.
- Add desired value to ‘Aged Over # Days’. Note the value.
- Click ‘New Row’ and add a row for the first additional user from ‘Setup’, or if the user exists in a row select the row.
- Select desired values in ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’, ‘Client Last Name Initials to be Worked’, and ‘Aged Over # Days’.
- Note the values of each field.
- Click ‘New Row’ and add a row for the second additional user from ‘Setup’, or if the user exists in a row select the row.
- Select desired values in ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’, ‘Client Last Name Initials to be Worked’, and ‘Aged Over # Days’.
- Note the values of each field.
- Click [Submit].
- Open ‘AR Console User Defaults Setup’.
- Select the row for the signed in user.
- Validate that the following fields have every available item in the checklist selected: ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’ and ‘Client Last Name Initials to be Worked’.
- Select the row for the first additional user.
- Validate that the values that were submitted were retained.
- Select the row for the second additional user.
- Validate that the values that were submitted were retained.
- Click [Discard].
- Open the 'Account Receivable Console' widget for the signed in user.
- Verify that the ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’ and ‘Client Last Name Initials to be Worked' fields contain all available selections.
- Verify that ‘Aged Over # Days' contains the value entered above.
- Close the widget.
Scenario 2: Account Receivable Console - Copy Claim Follow-Up/Notes
Specific Setup:
- Guarantors/Payors:
- Guarantor 1: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields contain an '&'.
- Guarantor 2: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields do not contain an '&’.
- Clients:
- Client A: Has a minimum of two outstanding claims for Guarantor 1. Note the client’s last name and the program.
- Client B: Has a minimum of two outstanding claims for Guarantor 2. Note the client’s last name and the program.
- Tester has access to the AR Console.
- AR Console User Defaults Setup:
- Tester has been given access to both Guarantors/Payors, the client’s last name initials, and the client programs.
- System Task Scheduler:
- The 'Auto AR Batch Update' was processed after the claims were created.
Steps
- Open the ‘Account Receivable Console’ widget.
- Validate that the ‘Guarantor’ field contains the selected guarantors, including the guarantor with the ‘&’ in the 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup'
- Enter the ‘Client ID for Client A.
- Click [Search].
- Select a minimum of two claims in the ‘Claims with Outstanding Receivables’ gird.
- Click [Add Claim Follow-Up/Note].
- Validate the claim number in ‘Claim Follow-Up’.
- Go to the Follow-Up Notes’ section.
- Validate the note created by the AR Console exists.
- Click [New Row].
- Enter desired ‘Follow-Up Date’, ‘Comments’ and any other desired data.
- Click [File Updates].
- Click [OK].
- Select the row that was added above.
- Click [Copy Note].
- Select the claim to copy the note to in ‘Copy Follow-Up Note’.
- Click [Save].
- Select the claim number in ‘Claim Follow-Up’ that was selected in ‘Copy Follow-Up Note’.
- Validate that the copy note, and the note created by the AR Console exist in the ‘Claim Follow-Up’.
- Select the ‘AR List’ section.
- Repeat steps 3 - 20 for Client B.
- Close the widget.
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Topics
• Accounts Receivable Management
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