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Avatar PM 2022 Update 99

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Product Requirements / Recommendations

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Product Update Form Description

The following is included: 1) The 'Prevent Posting Payments Unless Payment has been Acknowledged' registry setting is updated to include the "Payment/Adjustment Posting" 'File Import' file. 2) The "Payment/Adjustment Posting" 'File Import' file is updated to include 'Payment Acknowledgement Transaction Number' field.

Included Updates

3, 9, 13, 18, 25, 34, 41, 51, 55, 59, 61, 62, 67, 77, 84, 87, 88, 90, 91, 94, 95, 97

Required Updates

Avatar PM 2022 Update 88
Details
NEW1 CHANGED0 FIXED0
New (1)
File Import - Payment/Adjustment Posting
File Import functionality for the Payment/Adjustment Posting option has been updated to include a new field, 'Payment Acknowledgement Transaction Number'.
The 'Payment Acknowledgement Transaction Number' field will be used in the import functionality when the following registry settings have the following values:

1. Enable Payment Acknowledgement = Y.
2. Prevent Posting Payments Unless Payment has been Acknowledged = 3 at a minimum.
3. Note: Registry setting option '3' is added in PM 2022 Update 99. Options '0', '1', & '2' were added in PM 2022 Update 88.
Value Added: Users can allow or deny posting payments to client accounts if the payment has not been acknowledged.
Topics
• NX • Payment Acknowledgement • Registry Settings
 
Acceptance Tests
AV-80275 Summary | Details
File Import - Payment/Adjustment Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Client Ledger
  • Create Interim Billing Batch File
  • Dynamic Form - Payment Acknowledgement
  • Dynamic Form Delete File
  • Electronic Billing
  • File Import
  • Payment Acknowledgement
  • Posting/Adjustment Codes Definition
  • Registry Settings (PM)
Scenario 1: File Import - Validate Payment/Adjustment import files
Specific Setup:
  • Registry Settings:
  • Avatar PM->Billing->Remittance Processing->->->Enable Payment Acknowledgement = Y.
  • Avatar PM->Billing->Remittance Processing->->->Prevent Posting Payments Unless Payment has been Acknowledged = 3, at a minimum.
  • Avatar PM->System Maintenance->File Import->->->Import File Delimiter – note the value to be used when creating the file to import.
  • Posting/Adjustment Codes Definition has been used to note a payment code.
  • Client A: Client is identified that has multiple unpaid claims.
  • Note the guarantor, service code, service date, claim number and the line balance.
  • Payment Acknowledgement has been used to create a minimum of one acknowledged payment for the same guarantor as the client’s guarantor. Note the transaction number this is included in the ‘Payment Acknowledgement’ message.
  • Create a file to import to the Payment/Adjustment Posting option and includes the transaction number.
  • The File Import spreadsheet will be included in the zip file.
Steps

1. Open the "File Import" form.

2. Select "File Type" of "Payments/Adjustment Posting".

3. Select "Action" of "Upload New File".

4. Click "Process Action".

5. Select "Action" of "Compile/Validate File".

6. Select the file that was just uploaded in "File(s)".

7. Click "Process Action".

8. Click “OK” on the “Compiled” message.

9. Select "Action" of "Post File".

10. Select the file that was just compiled in "File(s)".

11. Click "Process Action".

12. Click “OK” on the “Posted” message.

13. Close the form.

14. Open the "Client Ledger" form.

15. Process the client ledger.

16. Validate the payment information is reflected in the client's ledger.

17. Close the form.

Scenario 2: Registry Setting validation - Prevent Posting Payments Unless Payment has been Acknowledged
Steps
  1. Open the 'Registry Settings' form.
  2. Set the 'Enable Payment Acknowledgement' registry setting to 'N'.
  3. Submit the form.
  4. Open the 'Registry Setting' form.
  5. Set the Limit Registry Settings to 'Prevent Posting Payments Unless Payment has been Acknowledged'.
  6. Validate the Registry Setting input box contains 'Avatar PM->Billing->Remittance Processing->->->Prevent Posting Payments Unless Payment has been Acknowledged'.
  7. Validate the Registry Setting Details text area contains '[FACILITY SPECIFIC] ------------------------------------------------------------------------------- The 'Enable Payment Acknowledgement' registry setting must be enabled to select any values. The valid values are: 0 or 1, 2 and/or 3. Multiple values can be selected. They will be separated by ampersands. Example: 1&2. When '1' is selected, it will restrict the ability to post payments in the '835 Health Care Claim Payment/Advice' form to only payments that have been acknowledged in the 'Payment Acknowledgement' form. When '2' is selected, it will restrict the ability to post payments in the 'Batch Cash Posting' form to only payments that have been acknowledged in the 'Payment Acknowledgement' form. When '3' is selected, it will restrict the ability to post payments in the "Payment/Adjustment Posting" 'File Import' to only payments that have been acknowledged in the 'Payment Acknowledgement' form. Selecting '0' will remove this functionality. This is the default behavior."
  8. Set the Registry Setting Value input box to '1'.
  9. Validate the error message dialog contains 'The selected value is not valid in the current system code for the following reason: The 'Enable Payment Acknowledgement' registry setting must be enabled to make any selections other than zero.'
  10. Set the Limit Registry Settings to 'Enable Payment Acknowledgement'.
  11. Set the 'Enable Payment Acknowledgement' registry setting to 'Y'.
  12. Click [Submit].
  13. Click [OK].
  14. Set the Limit Registry Settings to 'Prevent Posting Payments Unless Payment has been Acknowledged'.
  15. Set the Registry Setting Value input box to '1'.
  16. Click [Submit].
  17. Click [OK].
  18. Click [Yes].
  19. Set the Limit Registry Settings to 'Prevent Posting Payments Unless Payment has been Acknowledged'.
  20. Set the Registry Setting Value input box to '2'.
  21. Click [Submit].
  22. Click [OK].
  23. Click [Yes].
  24. Set the Limit Registry Settings to 'Prevent Posting Payments Unless Payment has been Acknowledged'.
  25. Set the Registry Setting Value input box to '1&2'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [Yes].
  29. Set the Limit Registry Settings to 'Prevent Posting Payments Unless Payment has been Acknowledged'.
  30. Set the Registry Setting Value input box to 'Y'.
  31. Click [TAB].
  32. Validate the error message dialog contains 'The selected value is not valid in the current system code for the following reason: Invalid selection found (Y).'
  33. Set the Registry Setting Value input box to 'N'.
  34. Click [TAB].
  35. Validate the error message dialog contains 'The selected value is not valid in the current system code for the following reason: Invalid selection found (N).'
  36. Set the Registry Setting Value input box to '3'.
  37. Click [Submit].
  38. Click [OK].
  39. Click [Yes].
  40. Set the Limit Registry Settings to 'Prevent Posting Payments Unless Payment has been Acknowledged'.
  41. Set the Registry Setting Value input box to '1&2&3'.
  42. Click [Submit].
  43. Click [OK].
  44. Click [No].
Topics
• NX • Payment Acknowledgement • Registry Settings
Table Changes
Table Column Change
SYSTEM.file_import_pay_adj client_name increased length to 100
SYSTEM.file_import_pay_adj pay_ack_transaction_num new field