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Avatar PM 2023 Update 101

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.02.01
RADplus 2023 Monthly Release 2023.02.01

Product Update Description

The 'AR Console Export' form is added.

Required Updates

None

Included Updates

10, 17, 21, 25, 35, 39, 44, 56, 57, 62, 63, 66, 67, 73, 76, 77, 78, 79, 85, 88, 89, 93, 94, 96

Details
NEW1 CHANGED0 FIXED0
New (1)
Accounts Receivable Console
The 'AR Console Export' form is added to the system.
Value Added: Data from the 'ar_auto_batch' table can be exported in CSV format.
Topics
• Accounts Receivable Management • NX
 
Acceptance Tests
AV-89841 Summary | Details
Accounts Receivable Console
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Console export Form
Scenario 1: AR Console Export - Form and workflow validation
Specific Setup:
  • User Definition: The tester has been given access to all forms in this path: ‘Avatar PM > Billing > AR Management’.
  • Process 'Refresh Forms'.
  • AR Console Configuration: Form has been defined.
  • Claims: Claims with unpaid balances exists.
  • System Task Scheduler: Auto AR Batch Update has been processed.
Steps
  1. Open ‘AR Console Export’.
  2. Validate that the ‘AR Console Data to Export’ field defaults to ‘All’.
  3. Validate that only the ‘Export to CSV’ button is enabled.
  4. Click the ‘Export to CSV’ button.
  5. Validate that the file is created and available to download,
  6. Download the file.
  7. Open the file and validate that the file is a comma delimited text file that contains data for unpaid claims.
  8. In ‘AR Console Export’, change ‘ AR Console Data to Export’ to ‘Selected Values’.
  9. Validate that ‘Financial Class Selection’ and ‘Treatment Setting Selection’ are enabled and not required.
  10. Validate that ‘Guarantors’ and ‘Programs’ are enabled and required.
  11. Select a ‘Financial Class Selection’ that contains more than one ‘Guarantor’.
  12. Validate that only guarantors/payors in that class display in ‘Guarantors’.
  13. Select one value in ‘Guarantors’.
  14. Select one ‘Treatment Setting Selection’.
  15. Validate that only programs in that setting display in ‘Programs’.
  16. Select one value in ‘Programs’.
  17. Click the ‘Export to CSV’ button.
  18. Validate that the file is created and available to download,
  19. Download the file.
  20. Open the file and validate that the file contains claims for the selected guarantor and program.
  21. Close the form.
Topics
• Accounts Receivable Management • NX