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Avatar PM 2022 Update 87

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Product Requirements / Recommendations

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Product Update Form Description

The 'Default Guarantor Assignment' form is enhanced to allow the assignment of more than one default guarantor.

Included Updates

3, 9, 18, 41, 55, 59, 62

Required Updates

None

Details
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New (1)
Default Guarantor Assignment - multiple default guarantors
The 'Default Guarantor Assignment' form is updated to allow the selection of multiple default guarantors.
Value Added: Allows entry of more than one default guarantor
Topics
• Default Guarantor Assignment • Default Guarantor Order Setup • NX
 
Acceptance Tests
AV-56973 Summary | Details
Default Guarantor Assignment - multiple default guarantors
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Cross Episode Financial Eligibility
  • Default Guarantor Assignment
  • Financial Eligibility
  • Guarantors/Payors
  • Registry Settings (PM)
  • Admission (Outpatient)
  • Pre Admit
  • Back Dated Admission/Discharge
  • Family Financial Eligibility
  • Family Registration
Scenario 1: Default Guarantor Assignment assigned during Admission
Specific Setup:
  • Registry Setting:
  • ‘Enable Default Guarantor Assignment’ has a value of ‘Y’.
  • 'Require Additional Subscriber Fields' has a value of 'N'.
  • Guarantors/Payors:
  • A minimum of two guarantors, with a value in default guarantor plan, are identified.
Steps
  1. Open ‘Default Guarantor Assignment’.
  2. Note: if the form has a previous value it will default into the form.
  3. Click [Clear Guarantor Order].
  4. In ‘Select Guarantor to Default’ select the guarantor that will be first in the order.
  5. Repeat the selections in ‘Select Guarantor to Default’ until all guarantors have been added.
  6. Verify that the ‘Guarantor Order’ text box contains the order as entered.
  7. Select ‘Filing of Admission’ in ‘Default the Guarantor(s) During’.
  8. Select desired value in ‘Add the Guarantor(s) to Which Form’. Note: If ‘Financial Eligibility’ is selected the ‘Default the Guarantor(s) Only If’ field becomes disabled.
  9. If available, select ‘None’ in ‘Default the Guarantor(s) Only If’.
  10. Click [Submit].
  11. Open ‘Admission’ and admit a client into desired episode.
  12. Open the form selected in ‘Add the Guarantor(s) to Which Form’, and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  13. Select the ‘Guarantor Selection’ section.
  14. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  15. Click [Submit].
  16. As, desired change the value of the ‘Add the Guarantor(s) to Which Form’ and 'Default the Guarantor(s) Only If" fields and continue testing clients using the 'Admission’ form, or existing clients admitted from the 'Admission' form.
  17. Open the form selected in ‘Add the Guarantor(s) to Which Form’ and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  18. Select the ‘Guarantor Selection’ section.
  19. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
Scenario 2: Default Guarantor Assignment assigned during Admission (Outpatient)
Specific Setup:
  • Registry Setting:
  • ‘Enable Default Guarantor Assignment’ has a value of ‘Y’.
  • 'Require Additional Subscriber Fields' has a value of 'N'.
  • Guarantors/Payors:
  • A minimum of two guarantors, with a value in default guarantor plan, are identified. The guarantors will be added to the 'Default Guarantor Assignment’ form.
Steps
  1. Open ‘Default Guarantor Assignment’.
  2. Note: if the form has a previous value it will default into the form.
  3. Click [Clear Guarantor Order].
  4. In ‘Select Guarantor to Default’ select the guarantor that will be first in the orders.
  5. Repeat the selections in ‘Select Guarantor to Default’ until all guarantors have been added.
  6. Verify that the ‘Guarantor Order’ text box contains the order as entered.
  7. Select ‘Filing of Admission’ in ‘Default the Guarantor(s) During’.
  8. Select desired value in ‘Add the Guarantor(s) to Which Form’. Note: If ‘Financial Eligibility’ is selected the ‘Default the Guarantor(s) Only If’ field becomes disabled.
  9. If available, select ‘None’ in ‘Default the Guarantor(s) Only If’.
  10. Click [Submit].
  11. Open ‘Admission (Outpatient)’ and admit a client into desired episode.
  12. Open the form selected in ‘Add the Guarantor(s) to Which Form’, and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  13. Select the ‘Guarantor Selection’ section.
  14. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  15. Click [Submit].
  16. As, desired change the value of the ‘Add the Guarantor(s) to Which Form’ and 'Default the Guarantor(s) Only If" fields and continue testing clients using the 'Admission (Outpatient)' form, or existing clients admitted from the 'Admission (Outpatient)' form.
  17. Open the form selected in ‘Add the Guarantor(s) to Which Form’ and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  18. Select the ‘Guarantor Selection’ section.
  19. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
Scenario 3: Default Guarantor Assignment assigned during Pre Admit
Specific Setup:
  • Registry Setting:
  • ‘Enable Default Guarantor Assignment’ has a value of ‘Y’.
  • 'Require Additional Subscriber Fields' has a value of 'N'.
  • Guarantors/Payors:
  • A minimum of two guarantors, with a value in default guarantor plan, are identified. The guarantors will be added to the 'Default Guarantor Assignment’ form.
Steps
  1. Open ‘Default Guarantor Assignment’.
  2. Note: if the form has a previous value it will default into the form.
  3. Click [Clear Guarantor Order].
  4. In ‘Select Guarantor to Default’ select the guarantor that will be first in the orders.
  5. Repeat the selections in ‘Select Guarantor to Default’ until all guarantors have been added.
  6. Verify that the ‘Guarantor Order’ text box contains the order as entered.
  7. Select ‘Filing of Admission’ in ‘Default the Guarantor(s) During’.
  8. Select desired value in ‘Add the Guarantor(s) to Which Form’. Note: If ‘Financial Eligibility’ is selected the ‘Default the Guarantor(s) Only If’ field becomes disabled.
  9. If available, select ‘None’ in ‘Default the Guarantor(s) Only If’.
  10. Click [Submit].
  11. Open 'Pre Admit' and admit a client into desired episode.
  12. Open the form selected in ‘Add the Guarantor(s) to Which Form’, and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  13. Select the ‘Guarantor Selection’ section.
  14. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  15. Click [Submit].
  16. As, desired change the value of the ‘Add the Guarantor(s) to Which Form’ and 'Default the Guarantor(s) Only If' fields and continue testing clients using the 'Pre Admit' form.
  17. Open the form selected in ‘Add the Guarantor(s) to Which Form’ and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  18. Select the ‘Guarantor Selection’ section.
  19. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  20. Click [Submit].
Scenario 4: Default Guarantor Assignment assigned during Back Dated Admission/Discharge
Specific Setup:
  • Registry Setting:
  • ‘Enable Default Guarantor Assignment’ has a value of ‘Y’.
  • 'Require Additional Subscriber Fields' has a value of 'N'.
  • Guarantors/Payors:
  • A minimum of two guarantors, with a value in default guarantor plan, are identified. The guarantors will be added to the 'Default Guarantor Assignment’ form.
Steps
  1. Open ‘Default Guarantor Assignment’.
  2. Note: if the form has a previous value it will default into the form.
  3. Click [Clear Guarantor Order].
  4. In ‘Select Guarantor to Default’ select the guarantor that will be first in the orders.
  5. Repeat the selections in ‘Select Guarantor to Default’ until all guarantors have been added.
  6. Verify that the ‘Guarantor Order’ text box contains the order as entered.
  7. Select ‘Filing of Admission’ in ‘Default the Guarantor(s) During’.
  8. Select desired value in ‘Add the Guarantor(s) to Which Form’. Note: If ‘Financial Eligibility’ is selected the ‘Default the Guarantor(s) Only If’ field becomes disabled.
  9. If available, select ‘None’ in ‘Default the Guarantor(s) Only If’.
  10. Click [Submit].
  11. Open ‘Back Dated Admission/Discharge’ and admit and discharge a client in a program.
  12. Click [Submit].
  13. Open the form selected in ‘Add the Guarantor(s) to Which Form’.
  14. Verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  15. Select the ‘Guarantor Selection’ section.
  16. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  17. Click [Submit].
  18. As, desired change the value of the ‘Add the Guarantor(s) to Which Form’ and 'Default the Guarantor(s) Only If' fields and continue testing clients using the 'Back Dated Admission/Discharge' form.
  19. Open the form selected in ‘Add the Guarantor(s) to Which Form’ and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  20. Select the ‘Guarantor Selection’ section.
  21. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  22. Click [Submit].
Scenario 5: Default Guarantor Assignment assigned through Financial Eligibility
Specific Setup:
  • Registry Setting:
  • ‘Enable Default Guarantor Assignment’ has a value of ‘Y’.
  • 'Require Additional Subscriber Fields' has a value of 'N'.
  • Guarantors/Payors:
  • A minimum of two guarantors, with a value in default guarantor plan, are identified. The guarantors will be added to the 'Default Guarantor Assignment’ form.
  • An additional guarantor is identified. The guarantor will not be added to the 'Default Guarantor Assignment’ form.
  • Clients:
  • A: An existing client, with no financial eligibility record is identified, or a new client is created.
  • B: An existing client, with a financial eligibility record that contains the additional guarantor not added to the 'Default Guarantor Assignment’ form, is identified.
Steps
  1. Open ‘Default Guarantor Assignment’.
  2. Note: if the form has a previous value it will default into the form.
  3. Click [Clear Guarantor Order].
  4. In ‘Select Guarantor to Default’ select the guarantor that will be first in the orders.
  5. Repeat the selections in ‘Select Guarantor to Default’ until all guarantors have been added.
  6. Verify that the ‘Guarantor Order’ text box contains the order as entered.
  7. Select ‘Entry to Financial Eligibility Forms’ in ‘Default the Guarantor(s) During’.
  8. Select 'Financial Eligibility' in ‘Add the Guarantor(s) to Which Form’.
  9. Select 'None Exists' in 'Default the Guarantor(s) Only If'.
  10. Click [Submit].
  11. Open ‘'Financial Eligibility' for ‘Client A’ and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  12. Select the ‘Guarantor Selection’ section.
  13. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  14. Click [Submit].
  15. Open ‘Default Guarantor Assignment’.
  16. Select 'Not a Part of Financial Eligibility/Cross Episode Financial Eligibility/Family Financial Eligibility' in 'Default the Guarantor(s) Only If'.
  17. Click [Submit].
  18. Open ‘'Financial Eligibility' for ‘Client B’ and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  19. Select the ‘Guarantor Selection’ section.
  20. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.Click [Submit].
Scenario 6: Default Guarantor Assignment assigned through Cross Episode Financial Eligibility
Specific Setup:
  • Registry Setting:
  • ‘Enable Default Guarantor Assignment’ has a value of ‘Y’.
  • 'Require Additional Subscriber Fields' has a value of 'N'.
  • Guarantors/Payors:
  • A minimum of two guarantors, with a value in default guarantor plan, are identified. The guarantors will be added to the 'Default Guarantor Assignment’ form.
  • An additional guarantor is identified. The guarantor will not be added to the 'Default Guarantor Assignment’ form.
  • Clients:
  • A: An existing client, with multiple episodes, with no financial eligibility record is identified, or a new client is created.
  • B: An existing client, with multiple episodes, with a financial eligibility record that contains the additional guarantor not added to the 'Default Guarantor Assignment’ form, is identified.
Steps
  1. Open ‘Default Guarantor Assignment’.
  2. Note: if the form has a previous value it will default into the form.
  3. Click [Clear Guarantor Order].
  4. In ‘Select Guarantor to Default’ select the guarantor that will be first in the orders.
  5. Repeat the selections in ‘Select Guarantor to Default’ until all guarantors have been added.
  6. Verify that the ‘Guarantor Order’ text box contains the order as entered.
  7. Select ‘Entry to Financial Eligibility Forms’ in ‘Default the Guarantor(s) During’.
  8. Select 'Cross Episode Financial Eligibility' in ‘Add the Guarantor(s) to Which Form’.
  9. Select 'None Exists' in 'Default the Guarantor(s) Only If'.
  10. Click [Submit].
  11. Open 'Cross Episode Financial Eligibility; for ‘Client A’ and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  12. Select the ‘Guarantor Selection’ section.
  13. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  14. Click [Submit].
  15. Open ‘Default Guarantor Assignment’.
  16. Select 'Not a Part of Financial Eligibility/Cross Episode Financial Eligibility/Family Financial Eligibility' in 'Default the Guarantor(s) Only If'.
  17. Click [Submit].
  18. Open 'Cross Episode Financial Eligibility' for ‘Client B’ and verify that the guarantor order is correct in the ‘Financial Eligibility’ section.
  19. Select the ‘Guarantor Selection’ section.
  20. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  21. Click [Submit].
Scenario 7: Default Guarantor Assignment assigned through Family Financial Eligibility
Specific Setup:
  • Registry Setting:
  • ‘Enable Default Guarantor Assignment’ has a value of ‘Y’.
  • 'Require Additional Subscriber Fields' has a value of 'N'.
  • Guarantors/Payors:
  • A minimum of two guarantors, with a value in default guarantor plan, are identified. The guarantors will be added to the 'Default Guarantor Assignment’ form.
  • An additional guarantor is identified. The guarantor will not be added to the 'Default Guarantor Assignment’ form.
  • Clients:
  • Family A: is an existing family created through 'Family Registration'. There is no financial eligibility record. All members should have a social security number on file.
  • Family B: is an existing family created through 'Family Registration'. There is a financial eligibility record for the additional guarantor not added to the 'Default Guarantor Assignment’ form. All members should have a social security number on file.
Steps
  1. Open ‘Default Guarantor Assignment’.
  2. Note: if the form has a previous value it will default into the form.
  3. Click [Clear Guarantor Order].
  4. In ‘Select Guarantor to Default’ select the guarantor that will be first in the orders.
  5. Repeat the selections in ‘Select Guarantor to Default’ until all guarantors have been added.
  6. Verify that the ‘Guarantor Order’ text box contains the order as entered.
  7. Select ‘Entry to Financial Eligibility Forms’ in ‘Default the Guarantor(s) During’.
  8. Select 'Family Financial Eligibility' in ‘Add the Guarantor(s) to Which Form’.
  9. Select 'None Exists' in 'Default the Guarantor(s) Only If'.
  10. Click [Submit].
  11. Open 'Family Financial Eligibility' for ‘Family A’.
  12. Select the ‘Guarantor Selection’ section.
  13. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  14. Select the ‘Guarantor Assignment' section.
  15. Click [Add New Item].
  16. Select desired member in 'Select Family Member For Assignment.
  17. Select desired value in 'Guarantor # 1'.
  18. Select desired value in 'Relationship to Subscriber'.
  19. Repeat steps 16 & 17 for all guarantors.
  20. Repeat step 15, 16 & 17 for all desired members.
  21. Click [Submit].
  22. Open ‘Default Guarantor Assignment’.
  23. Select 'Not a Part of Financial Eligibility/Cross Episode Financial Eligibility/Family Financial Eligibility' in 'Default the Guarantor(s) Only If'.
  24. Click [Submit].
  25. Open 'Family Financial Eligibility' for ‘Family B’, and verify that the preexisting displays in the ‘Financial Eligibility’ section.
  26. Select the ‘Guarantor Selection’ section.
  27. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’.
  28. Select the ‘Guarantor Assignment' section.
  29. Select an existing family member in 'Guarantor Assignment to Family Member' and click 'Edit Selected Item'.
  30. Click [Clear Current Assignments].
  31. Select desired value in 'Guarantor # 1'.
  32. Select desired value in 'Relationship to Subscriber'.
  33. Repeat steps 31 & 32 for all guarantors.
  34. Repeat steps 29, 30, 31 & 32 for all desired members.
  35. Click [Submit].
Scenario 8: Default Guarantor Assignment - form & field validation
Specific Setup:
  • Registry Setting:
  • ‘Enable Default Guarantor Assignment’ has a value of ‘Y’.
  • 'Require Additional Subscriber Fields' has a value of 'N'.
  • Guarantors/Payors:
  • A minimum of one guarantor, with a value in default guarantor plan, is identified.
  • A minimum of one guarantor, with no value in default guarantor plan, is identified.
Steps
  1. Open ‘Default Guarantor Assignment’.
  2. Note: if the form has a previous value it will default into the form.
  3. Click [Clear Guarantor Order].
  4. In ‘Select Guarantor to Default’ select the guarantor that will be first in the order.
  5. Repeat the selections in ‘Select Guarantor to Default’ until all guarantors have been added. The following message displays when the guarantor that has no value in default guarantor plan is selected: Default Guarantor Plan Missing: A default guarantor plan is not defined for guarantor (750) New Guarantor 750. A 'Financial Eligibility' record will not be filed during an admission for this guarantor. Click [OK] to remove the message.
  6. Verify that the ‘Guarantor Order’ text box contains the order as entered.
  7. Select ‘Filing of Admission’ in ‘Default the Guarantor(s) During’.
  8. Select desired value in ‘Add the Guarantor(s) to Which Form’. Note: If ‘Financial Eligibility’ is selected the ‘Default the Guarantor(s) Only If’ field becomes disabled.
  9. If available, select ‘desired value’ in ‘Default the Guarantor(s) Only If’.
  10. Click [Submit].
  11. Admit a new client.
  12. Open the form selected in Add the Guarantor(s) to Which Form’.
  13. Verify that only guarantors that have a default guarantor plan display in the financial eligibility section.
  14. Select the ‘Guarantor Selection’ section.
  15. Verify that there is a row in ‘Guarantor Information’ for each guarantor selected in ‘Default Guarantor Assignment’ that has a default guarantor plan.
  16. Click [Submit].
Topics
• Default Guarantor Assignment • Default Guarantor Order Setup • NX