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Avatar PM 2022 Update 80

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Product Update Form Description

An issue is resolved where the Financial Class filter may incorrectly exclude a claim within the AR Console.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Accounts Receivable Management Widget - Financial Classes, Guarantors and Claims
An issue is resolved where a hardcoded facility of 98 can cause the Financial Class filter to incorrectly exclude guarantors which may exclude a claim within the 'Accounts Receivable Management Console' widget.
An issue is resolved where the Financial Class filter may incorrectly exclude a claim within the AR Console.
Topics
• Accounts Receivable Management • NX
 
Acceptance Tests
AV-81377 Summary | Details
Accounts Receivable Management Widget - Financial Classes, Guarantors and Claims
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
  • Dynamic Form - NX View Definition
  • Dynamic Form - View Definition - Select Views
  • NX View Definition
  • Registry Settings (PM)
  • System Task Scheduler
  • User Definition
  • View Definition
  • Admission (Outpatient)
  • App Dashboard
  • Client Charge Input
  • Client Ledger
  • CPT Code Definition (PM)
  • Diagnosis
  • Dictionary Update (PM)
  • Dynamic Form - Admission - Client
  • Dynamic Form - Non-Caseload Access
  • Dynamic Form - staff auto assign
  • Electronic Billing
  • Failed Authentication - Input Dialog
  • Financial Eligibility
  • Guarantors/Payors
  • Practitioner Enrollment
  • Program Maintenance
  • Revenue Code Definition (PM)
  • Service Codes
Scenario 1: Accounts Receivable Console - AR List - Search Filters
Specific Setup:
  • Agency uses the 'Accounts Receivable Console'.
  • 'AR Console User Defaults Setup' has been used to give the test access:
  • Select All 'Financial Classes', All 'Guarantors', All 'Treatment Settings', All 'Programs', All 'Client Last Name Initials to be Worked'.
  • The 'Accounts Receivable Console' widget has been added to the tester's home view.
  • Client 1, note the following: The clients last name initial, Note the client’s program, has three unpaid claims,
  • Use 'Client Ledger' to note the 'Guarantor', 'Claim Numbers', 'Date' (service date), 'Date Billed', 'Total amount due for each claim'.
  • A 'Claim-Follow-Up' record has been created for the first claim in the Accounts Receivable Console. Add values to the following fields, noting the values 'Follow-Up Date', 'Next Follow-Up Date', 'Follow-Up Status', 'Comments', 'Followed-Up' = Yes.
  • Client 2, note the following, clients last name initial, the client’s program, has three unpaid claims.
  • Use 'Client Ledger' to note the 'Guarantor', 'Claim Numbers', 'Date' (service date which should be after the service date for Client 1), 'Date Billed', 'Total amount due for each claim'.
  • The 'System Task Scheduler' has been used to process the 'Auto AR Batch Update' after the claims were created.
Steps
  1. Access the 'Accounts Receivable Console'.
  2. Verify that 'User Defaults' is the signed in user.
  3. Verify that 'Financial Classes' has all items selected.
  4. Verify that 'Treatment Settings' has all items selected.
  5. Verify that 'Client Last Name Initials to be Worked' has all items selected.
  6. Verify that 'Guarantors' has all items selected.
  7. Verify that 'Programs' has all items selected.
  8. Verify that 'Aged over # Days' is null.
  9. Verify that 'Claim #' is null.
  10. Verify that 'Client' is null.
  11. Verify that 'Service Date From' is null.
  12. Verify that 'Service Date From' is null.
  13. Verify that 'Service Date To' is null.
  14. Verify that 'Next Follow-Up Date From' is null.
  15. Verify that 'Next Follow-Up Date To' is null.
  16. Verify that 'Exclude Claims with Last Follow-Up Date Within Past # Days' is null.
  17. Verify that 'Claim Follow-Up Record Exists' is null.
  18. Verify that 'Claim Follow-Up Status' is null.
  19. Verify existence of 'Reset Default' button.
  20. Verify existence of 'Search' button.
  21. Deselect the 'Financial Class' for the guarantor of Client 1.
  22. Validate that 'Guarantors' does not contain the guarantor of Client 1.
  23. Deselect the 'Treatment Setting' for the program of Client 1.
  24. Validate that 'Programs' does not contain the program of Client 1.
  25. Click [Reset Default].
  26. Verify that 'Financial Classes' has all items selected.
  27. Verify that 'Treatment Settings' has all items selected.
  28. Verify that 'Guarantors' has all items selected.
  29. Verify that 'Programs' has all items selected.
  30. Deselect the 'Client Last Name Initials to be Worked' for Client 2.
  31. Click [Search].
  32. Verify that no claims for Client 2 are included in the 'Claims with Outstanding Receivables' grid.
  33. Click [Reset Default].
  34. Enter a value in 'Aged Over # Days' that would allow the oldest claim for the test clients to display. The 'Date Billed' determines the number of aged days.
  35. Click [Search].
  36. Validate that the claims for client 1 and the claims for client 2 are included in the 'Claims with Outstanding Receivables' grid.
  37. Click [Reset Default].
  38. Set 'Claim #' to a claim number for Client 2.
  39. Click [Search].
  40. Verify that only that claim for Client 2 is included in the 'Claims with Outstanding Receivables' grid.
  41. Click [Reset Default].
  42. Set 'Client' to Client 1.
  43. Click [Search].
  44. Verify that no claims for Client 2 are included in the 'Claims with Outstanding Receivables' grid.
  45. Click [Reset Default].
  46. Set 'Service Date From' to the fist service date for 'Client 1'.
  47. Set 'Service Date From' to the second service date for 'Client 1'.
  48. Click [Search].
  49. Verify that only claims 1 and 2 are included for Client in the 'Claims with Outstanding Receivables' grid.
  50. Click [Reset Default].
  51. Enter the 'Next Follow-Up Date' from Setup.
  52. Click [Search].
  53. Verify that the first claim for Client 1 is included in the 'Claims with Outstanding Receivables' grid.
  54. Click [Reset Default].
  55. Enter a value in 'Exclude Clients with Last Follow-Up Date Within the Past # Days that would include the 'Follow-Up Date' from Setup.
  56. Click [Search].
  57. Verify that the 'Claims with Outstanding Receivables' grid does not include the first claim for Client 1.
  58. Click [Reset Default].
  59. Set 'Claim Follow-Up Record' Exists' to 'Yes'.
  60. Click [Search].
  61. Click [Reset Default].
  62. Set 'Claim Follow-Up Record' Exists' to 'Yes'.
  63. Click [Search].
  64. Verify that the 'Claims with Outstanding Receivables' grid includes the first claim for Client 1.
  65. Click [Reset Default].
  66. Set 'Claim Follow-Up Status' to value from SETUP.
  67. Click [Search].
  68. Verify that the 'Claims with Outstanding Receivables' grid includes the first claim for Client 1.
  69. Click [Reset Default].
  70. Verify that the following fields are null: 'Aged over # Days', 'Claim #', 'Client', 'Service Date From', 'Service Date To', 'Next Follow-Up Date From', 'Next Follow-Up DateTo', Exclude Claims with Last Follow-Up Date Within Past # Days', Claim Follow-Up Record Exists' and Claim Follow-Up Status'.
  71. Click [Reset Default].
  72. Set "Claim Balance From" to a minimum claim balance amount to filter on.
  73. Set "Claim Balance To" to a maximum claim balance amount to filter on.
  74. Click [Search].
  75. Validate the "Claim Balance" columns in the "Claims with Outstanding Receivables" table contains balances that are between the "Claim Balance From - Claim Balance To" range.
  76. Double click on the column heading for "Claim Balance" column.
  77. Validate the rows are sorted in "Claim Balance" order.
Scenario 2: Accounts Receivable Console - Multi System Codes
Specific Setup:
  • This update should be tested in systems where there are multiple root system codes.
  • Must designate 2 root systems codes. One of the root system codes must be a system code of 98. The other system code must be something other than 98.
  • Each system code must have a guarantor with the same Guarantor ID but with different names, and different financial classes than the other system code.
  • The Accounts Receivable Console must be enabled by enabling the registry setting "Enable Accounts Receivable Management Functionality".
  • The Accounts Receivable Console must be placed on the user's home view.
  • The Accounts Receivable Console must be configured using the "AR Console User Defaults Setup" and "AR Console Configuration" forms.
  • Admit a test client into each system code, and in financial eligibility, assign them the guarantors with the same IDs, but different names and different financial classes.
Steps
  1. Log into the 98 system code.
  2. Using the "Client Charge Input" form, create charge(s) for this system code's test client.
  3. Using "Client Ledger", validate the charge is affiliated with the guarantor from setup.
  4. Using the "Close Charges" form close charges for that client.
  5. Using a program such as "Electronic Billing", turn the charge into a claim for the test client.
  6. Using "System Task Scheduler", schedule an "Auto AR Batch Update" for today in a few minutes.
  7. Sign out of the 98 system code.
  8. Log into the non 98 system code.
  9. Using the "Client Charge Input" form, create charge(s) for this system code's test client.
  10. Using "Client Ledger", validate the charge is affiliated with the guarantor from setup.
  11. Using the "Closed Charges" form, close charges for that client.
  12. Using a program such as "Electronic Billing", turn the charge into a claim for the test client.
  13. Using "System Task Scheduler", schedule an "Auto AR Batch Update" for today in a few minutes.
  14. Using the Accounts Receivable Console, validate the guarantors appear as appropriate when the financial class for the guarantor is selected/not selected.
  15. Validate the claims appear in the "Claims with Outstanding Receivables" if the financial class and/or guarantor is selected in the filters.
Topics
• Accounts Receivable Management • NX