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Avatar PM 2023 Update 108

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Product Requirements and Recommendations

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RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

The 'Financial Transaction Posting Summary' form is added.

Required Updates

None

Included Updates

10, 16, 17, 18, 21, 25, 29, 35, 39, 44, 56, 57, 62, 63, 66, 67, 72, 73, 76, 77, 78, 79, 82, 85, 88, 89, 93, 94, 96, 98, 101, 102, 103, 106

Details
NEW3 CHANGED0 FIXED0
New (3)
Financial Transaction Posting Summary
A new feature has been added - the ‘Financial Transaction Posting Summary Report’ form. This form consists of two sections: ‘Financial Transaction Posting Summary Compile’ and ‘Financial Transaction Posting Summary Report’.
Value Added: This new feature enhances the user’s ability to compile and report financial transactions, providing a valuable tool for financial management and reporting. It is relevant as it simplifies the process of reviewing, analyzing, and reporting financial data
Topics
• Financial Transaction Posting Summary
 
Financial Transaction Posting Summary - Run Compile
A new feature has been added - the ‘Run Compile’ job. This job initiates a process to gather all services, payments, adjustments, and transfers in the selected date range based on specific criteria.
Value Added: This new feature enhances the user’s ability to compile and report financial transactions, providing a valuable tool for financial management and reporting. It is relevant as it simplifies the process of reviewing, analyzing, and reporting financial data
Topics
• Financial Transaction Posting Summary
 
Financial Transaction Posting Summary - Run Report
A new feature has been introduced - the ‘Run Report’ job. This job initiates a process to rewrite the report using the newly created compile table.
On selection of ‘Run Report’, the following changes are implemented:

The ‘Primary’ fields are replaced with ‘Current’. The ‘Current Guarantor/FC’ is based on the guarantor distributed to/posted to.
The ‘Data Export Format’ field will change what segments of the report are shown. This should be accurate in the included reports so it can just be carried over.

Value Added: This new feature enhances the user’s ability to generate reports, providing a valuable tool for financial management and reporting. It is relevant as it simplifies the process of reviewing, analyzing, and reporting financial data.
Topics
• Financial Transaction Posting Summary
 
Acceptance Tests
AV-89960 Summary | Details
Financial Transaction Posting Summary
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Transaction Posting Summary Report
Scenario 1: 'Financial Transaction Posting Summary' Form - Field Validations.
Specific Setup:
  • Client A:
  • A new client is admitted or an existing client is identified.
  • User should have access to the new form 'Financial Transaction Posting Summary'.
Steps
  1. Set the 'What can I help you find?' input box to “Financial” and click the “Financial Transaction Posting Summary” from the list.
  2. Validate that the 'Type of Date' text contains “Type of Date.”
  3. Validate that the 'Type of Date' text is required.
  4. Validate that the '1st Accounting Period End Date - Type of Date' label contains “Accounting Period End Date” and is not disabled.
  5. Validate that the '3rd Accounting Period End Date - Type of Date' text is not selected.
  6. Validate that the '2nd Posting Date - Type of Date' label contains “Posting Date” and is not disabled.
  7. Validate that the '2nd Posting Date - Type of Date' label is not selected.
  8. Validate that the '3rd Transaction Date - Type of Date' label contains “Transaction Date” and is not disabled.
  9. Validate that the '3rd Transaction Date - Type of Date' label is not selected.
  10. Click 'Accounting Period End Date - Type of Date'.
  11. Click 'Posting Date - Type of Date'.
  12. Click 'Transaction Date - Type of Date'.
  13. Validate that the 28th 'Start Date' text contains “Start Date” and is required.
  14. Enter any desired date from the past.
  15. Validate that the 'Start Date' date input box is populated with the entered date value.
  16. Enter any desired date from the future.
  17. Validate that the “‘Start Date’ does not allow future dates.” text is displayed.
  18. Click [OK].
  19. Validate that the 'Start Date' date input box reverted to the last valid date value entered.
  20. Validate that the 3rd 'End Date' text contains “End Date” and is required.
  21. Enter any desired date that is greater than the 'Start Date' value.
  22. Validate that the 'End Date' date input box is populated with the entered date value.
  23. Enter any desired date that is lesser than the 'Start Date' value.
  24. Validate that the 'Start Date must be on or before End Date' text is displayed.
  25. Click [OK].
  26. Validate that the 'End Date' date input box reverted to the last valid date value entered.
  27. Validate that the 'Use Data Export Format' text contains “Use Data Export Format” and is required.
  28. Validate that the 1st 'Yes - Use Data Export Format' label contains “Yes” and is not disabled.
  29. Validate that the 2nd 'No - Use Data Export Format' label contains “No” and is not disabled.
  30. Click 'Yes - Use Data Export Format'.
  31. Click 'No - Use Data Export Format'.
  32. Validate that the 11th 'Client ID' text contains “Client ID” and is not required.
  33. Validate that the 'Client ID' search input box is not disabled.
  34. Set the 'Client ID' search input box to “Client A” and select from the 'Client ID' list box.
  35. Validate that the 'Client ID' search input box contains “Client A”
  36. Validate that the 2nd 'Record Type' text contains “Record Type” and is not required.
  37. Validate that the 1st 'Adjustments - Record Type' label contains “Adjustments” and is not disabled.
  38. Validate that the 2nd 'Charges - Record Type' label contains “Charges” and is not disabled.
  39. Validate that the 3rd 'Payments - Record Type' label contains “Payments” and is not disabled.
  40. Validate that the 4th 'Transfers - Record Type' label contains “Transfers” and is not disabled.
  41. Click 1st 'Adjustments - Record Type'.
  42. Click 2nd 'Charges - Record Type'.
  43. Click 3rd 'Payments - Record Type'.
  44. Click 4th 'Transfers - Record Type'.
  45. Validate that the 4th 'Adjustments - Record Type' text is checked.
  46. Validate that the 5th 'Charges - Record Type' text is checked.
  47. Validate that the 6th 'Payments - Record Type' text is checked.
  48. Validate that the 7th 'Transfers - Record Type' text is checked.
  49. Verify that the 'Run Compile' button exists and is not disabled.
  50. Verify that the 'Run Report' button exists and is not disabled.
  51. Click [Run Report].
  52. Validate that the “No compiles found.” text is displayed.
  53. Click [OK].
  54. Click [Discard].
  55. Validate that the “Nx Yes No Dialog Body” text contains “Are you sure you want to Close without saving?”
  56. Click [Yes] and verify that the 'What can I help you find?' input box exists.
Topics
• Financial Transaction Posting Summary
AV-89961 Summary | Details
Financial Transaction Posting Summary - Run Compile
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Transaction Posting Summary - Popup
  • Financial Transaction Posting Summary Report
Scenario 1: 'Financial Transaction Posting Summary Report' - Compile report.
Specific Setup:
  • Client A:
  • Client is admitted to any desired program.
  • The client has an active diagnosis and financial eligibility records.
  • Financial eligibility has more than one guarantor. (Here we add three)
  • Guarantor 1
  • Guarantor 2
  • Guarantor 3
  • Charges:
  • Ten different charges are created for "Client A" for the different services and dates.
  • Using any one of the posting forms, multiple Payments, Adjustments, and Transfers are made for "Client A".
Steps
  1. Set the 'What can I help you find?' input box to “Financial” and click “Financial Transaction Posting Summary” from the list.
  2. Click [Run Compile]
  3. Validate that the text contains “The following fields are required:Type of DateStart DateEnd DateUse Data Export Format”.
  4. Click "Accounting Period End Date" in 'Type of Date'.
  5. Enter desired values in 'Start Date' and 'End Date'.
  6. Click "No" in 'Use Data Export Format'.
  7. Enter "Client A" in 'Client ID' and select the desired value in the search results.
  8. Validate that the 1st 'Adjustments - Record Type' checkbox is not checked
  9. Validate the 2nd 'Charges - Record Type' checkbox is not checked
  10. Validate the 3rd 'Payments - Record Type' checkbox is not checked
  11. Validate the 4th 'Transfers - Record Type' checkbox is not checked.
  12. Click [Run Compile] and validate that the label contains “Compile started".
  13. Click [Run Report]
  14. Validate that the generated report contains a header, and additional report information specific to the compiled data, and that the column ‘Accounting Period’ is shown in the report.
  15. Click [Close Report].
  16. Open the SQL querying tool and run the following query, “SELECT * FROM “SYSTEM”.fin_tran_post_summ_rpt;”
  17. Validate that there are records showing in the table
  18. Validate column “PATID” has the value of “Client A”
  19. Validate column “accounting_period” contains values for all rows and the values are within the Start and End dates entered in the form.
  20. Close the SQL window and return to the ‘Financial Transaction Posting Summary’ form.
  21. Click "Posting Date" in 'Type of Date'.
  22. Enter desired values in 'Start Date' and 'End Date'.
  23. Click "Yes" in 'Use Data Export Format'.
  24. Enter "Client A" in 'Client ID' and select the desired value in the search results.
  25. Click the '3rd Payments - Record Type' checkbox
  26. Validate that the 1st 'Adjustments - Record Type' checkbox is not checked
  27. Validate the 2nd 'Charges - Record Type' checkbox is not checked
  28. Validate the 4th 'Transfers - Record Type' checkbox is not checked.
  29. Click [Run Compile] and validate that the label contains "Compile started".
  30. Click [Run Report].
  31. Validate that the Crystal Report page contains the compiled content.
  32. Validate that the records are grouped by the service code in the report.
  33. Validate that the report shows the ‘Record Type(s)’ selected as ‘Transfers’.
  34. Click [Close Report].
  35. Open the SQL querying tool and run the specified query.
  36. Validate that the column “PATID” contains “Client A”.
  37. Validate that the column “transaction_date” contains values for all the rows and the values are within the entered Start and End date range in the form.
  38. Click "Transaction Date" in 'Type of Date'.
  39. Enter desired values in 'Start Date' and 'End Date'.
  40. Click "No" in 'Use Data Export Format'.
  41. Leave the 'Client ID' empty.
  42. Click 4th 'Transfers - Record Type'.
  43. Validate the 1st 'Adjustments - Record Type' checkbox is not checked.
  44. Validate the 2nd 'Charges - Record Type' checkbox is not checked.
  45. Validate the 3rd 'Payments - Record Type' checkbox is not checked.
  46. Validate the 4th 'Transfers - Record Type' checkbox is not checked.
  47. Click [Run Compile].
  48. Validate the label contains “Compile started”.
  49. Click [OK].
  50. Click [Run Report].
  51. Validate the text about the compile status exists.
  52. Click [OK].
  53. Validate that the Crystal Report page contains the compiled content.
  54. Validate that the report shows the ‘Record Type(s)’ selected as "Adjustments, Charges, Payments, Transfers".
  55. Validate the records are grouped by the service code in the report.
  56. Click [Export].
  57. Select “Microsoft Excel (XLS)” from the Format Options dropdown list.
  58. Click [OK].
  59. Click [Close Report].
  60. Open the exported .xls file and validate the compiled records with the header and additional report-specific data.
  61. Open the SQL querying tool and run the specified query.
  62. Validate there are records showing in the table.
  63. Validate that the column “PATID” includes all other client IDs including "Client A".
  64. Validate that the column “transaction_date” values are within the form's entered Start and End dates.
  65. Click [Discard].
  66. Click [Yes].
  67. Verify that the What can I help you find? input box exists.
Topics
• Financial Transaction Posting Summary
AV-89962 Summary | Details
Financial Transaction Posting Summary - Run Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Transaction Posting Summary - Popup
  • Financial Transaction Posting Summary Report
Scenario 1: 'Financial Transaction Posting Summary Report' - Compile report.
Specific Setup:
  • Client A:
  • Client is admitted to any desired program.
  • The client has an active diagnosis and financial eligibility records.
  • Financial eligibility has more than one guarantor. (Here we add three)
  • Guarantor 1
  • Guarantor 2
  • Guarantor 3
  • Charges:
  • Ten different charges are created for "Client A" for the different services and dates.
  • Using any one of the posting forms, multiple Payments, Adjustments, and Transfers are made for "Client A".
Steps
  1. Set the 'What can I help you find?' input box to “Financial” and click “Financial Transaction Posting Summary” from the list.
  2. Click [Run Compile]
  3. Validate that the text contains “The following fields are required:Type of DateStart DateEnd DateUse Data Export Format”.
  4. Click "Accounting Period End Date" in 'Type of Date'.
  5. Enter desired values in 'Start Date' and 'End Date'.
  6. Click "No" in 'Use Data Export Format'.
  7. Enter "Client A" in 'Client ID' and select the desired value in the search results.
  8. Validate that the 1st 'Adjustments - Record Type' checkbox is not checked
  9. Validate the 2nd 'Charges - Record Type' checkbox is not checked
  10. Validate the 3rd 'Payments - Record Type' checkbox is not checked
  11. Validate the 4th 'Transfers - Record Type' checkbox is not checked.
  12. Click [Run Compile] and validate that the label contains “Compile started".
  13. Click [Run Report]
  14. Validate that the generated report contains a header, and additional report information specific to the compiled data, and that the column ‘Accounting Period’ is shown in the report.
  15. Click [Close Report].
  16. Open the SQL querying tool and run the following query, “SELECT * FROM “SYSTEM”.fin_tran_post_summ_rpt;”
  17. Validate that there are records showing in the table
  18. Validate column “PATID” has the value of “Client A”
  19. Validate column “accounting_period” contains values for all rows and the values are within the Start and End dates entered in the form.
  20. Close the SQL window and return to the ‘Financial Transaction Posting Summary’ form.
  21. Click "Posting Date" in 'Type of Date'.
  22. Enter desired values in 'Start Date' and 'End Date'.
  23. Click "Yes" in 'Use Data Export Format'.
  24. Enter "Client A" in 'Client ID' and select the desired value in the search results.
  25. Click the '3rd Payments - Record Type' checkbox
  26. Validate that the 1st 'Adjustments - Record Type' checkbox is not checked
  27. Validate the 2nd 'Charges - Record Type' checkbox is not checked
  28. Validate the 4th 'Transfers - Record Type' checkbox is not checked.
  29. Click [Run Compile] and validate that the label contains "Compile started".
  30. Click [Run Report].
  31. Validate that the Crystal Report page contains the compiled content.
  32. Validate that the records are grouped by the service code in the report.
  33. Validate that the report shows the ‘Record Type(s)’ selected as ‘Transfers’.
  34. Click [Close Report].
  35. Open the SQL querying tool and run the specified query.
  36. Validate that the column “PATID” contains “Client A”.
  37. Validate that the column “transaction_date” contains values for all the rows and the values are within the entered Start and End date range in the form.
  38. Click "Transaction Date" in 'Type of Date'.
  39. Enter desired values in 'Start Date' and 'End Date'.
  40. Click "No" in 'Use Data Export Format'.
  41. Leave the 'Client ID' empty.
  42. Click 4th 'Transfers - Record Type'.
  43. Validate the 1st 'Adjustments - Record Type' checkbox is not checked.
  44. Validate the 2nd 'Charges - Record Type' checkbox is not checked.
  45. Validate the 3rd 'Payments - Record Type' checkbox is not checked.
  46. Validate the 4th 'Transfers - Record Type' checkbox is not checked.
  47. Click [Run Compile].
  48. Validate the label contains “Compile started”.
  49. Click [OK].
  50. Click [Run Report].
  51. Validate the text about the compile status exists.
  52. Click [OK].
  53. Validate that the Crystal Report page contains the compiled content.
  54. Validate that the report shows the ‘Record Type(s)’ selected as "Adjustments, Charges, Payments, Transfers".
  55. Validate the records are grouped by the service code in the report.
  56. Click [Export].
  57. Select “Microsoft Excel (XLS)” from the Format Options dropdown list.
  58. Click [OK].
  59. Click [Close Report].
  60. Open the exported .xls file and validate the compiled records with the header and additional report-specific data.
  61. Open the SQL querying tool and run the specified query.
  62. Validate there are records showing in the table.
  63. Validate that the column “PATID” includes all other client IDs including "Client A".
  64. Validate that the column “transaction_date” values are within the form's entered Start and End dates.
  65. Click [Discard].
  66. Click [Yes].
  67. Verify that the What can I help you find? input box exists.
Topics
• Financial Transaction Posting Summary
Table Changes

Table|Column|Change --|-|- SYSTEM.fin_tran_post_summ_rpt