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Avatar PM 2023 Update 111

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Avatar PM 2023 Monthly Release 2023.02.02
RADplus 2023 Monthly Release 2023.02.02

Product Update Description

Avatar PM is updated for increased stability when filing data.

Required Updates

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Included Updates

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Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Lab orders - Placing multiple orders
Resolves an issue to ensure that the orders are created successfully when the 'Financially Responsible Party for Lab Orders' option is selected in the 'Program Maintenance' form for the admission program associated with the order and there are multiple orders present on the scratchpad.
Topics
• 837 Institutional • 837 Professional • NX • Order Entry Console
 
Acceptance Tests
AV-91321 Summary | Details
Lab orders - Placing multiple orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Admission (Outpatient)
  • Client Ledger
  • Create Interim Billing Batch File
  • Crystal Report Viewer
  • Diagnosis
  • Electronic Billing
  • Financial Eligibility
  • Client Charge Input
  • Cross Episode Financial Eligibility
  • Print Bill
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Order Entry Console
  • Orders This Episode
  • Program Maintenance
Scenario 1: Electronic Billing - Running an 837 Professional and Institutional bills
Specific Setup:
  • Guarantors/Payors:
  • Two guarantor is identified to be used. Note the guarantor code/name.
  • Service codes:
  • Two existing service codes are identified to be used for outpatient and inpatient services. Note the service code/description.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for the service code identified in the ' Service Codes' form. The CPT code and/or revenue code is attached to service code.
  • Admission:
  • An existing inpatient and outpatient clients are identified or created. Note client id, admission program, admission date.
  • Financial Eligibility:
  • Two guarantors are identified in the 'Guarantors/Payors' form are assigned to the client as a primary and secondary guarantor.
  • Client Charge Input:
  • A professional service is rendered to the outpatient client using the service code identified above. Note service date, service code.
  • A service is rendered to the inpatient client using the service code identified above. Note service date, service code.
  • Client Ledger:
  • A service distributed correctly to the assigned guarantor.
Steps
  1. Open the 'Electronic Billing' form.
  2. Select the 'Billing Form'.
  3. Select the 'Type Of Bill'.
  4. Select the 'Individual Or All Guarantors'.
  5. Select the 'Guarantor'.
  6. Select the 'Billing Type'.
  7. Select 'Run Report' in the 'Billing Option' field.
  8. Click 'Print' in the 'Print Or Delete Report' field.
  9. Select 'File' from the drop down.
  10. Click 'Print 837 Report' button.
  11. Verify that the report launched without any error.
Scenario 2: Print Bill - Running HCFA - 1500 and UB-04 paper bills
Specific Setup:
  • Guarantors/Payors:
  • Two guarantors are identified to be used. Note the guarantor's code/name.
  • Service codes:
  • Two existing service codes are identified to be used for outpatient and inpatient services. Note the service code/description.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for the service code identified in the ' Service Codes' form. The CPT code and/or revenue code is attached to service code.
  • Admission:
  • An existing inpatient and outpatient clients are identified or created. Note client id, admission program, admission date.
  • Financial Eligibility:
  • Two guarantors identified in the 'Guarantors/Payors' form are assigned to the client as a primary and secondary guarantor.
  • Client Charge Input:
  • A professional service is rendered to the outpatient client using the service code identified above. Note service date, service code.
  • A service is rendered to the inpatient client using the service code identified above. Note service date, service code.
  • Client Ledger:
  • A service distributed correctly to the assigned guarantor.
Steps
  1. Open 'Print Bill'.
  2. Enter a date in 'Print Charges Thru'.
  3. Select 'Yes' in 'Create Claims Y/N'.
  4. Enter a 'Date of Claim'.
  5. Select 'UB-04' in 'Print On What Form'.
  6. Click 'No' in 'Print For Interim Batch'.
  7. Select the 'Guarantor'.
  8. Select 'Individual' in 'Print For An Individual Or All Clients'.
  9. Select the 'Client ID'.
  10. Select 'Yes' in 'Print All Episodes'.
  11. Select 'No' in 'Print Summary By Revenue Code'.
  12. Click [Process].
  13. Validate that the inpatient client, with the unclaimed service date range, is included in the output.
  14. Open 'Print Bill'.
  15. Enter a date in 'Print Charges Thru'.
  16. Select 'Yes' in 'Create Claims Y/N'.
  17. Enter a 'Date of Claim'.
  18. Select 'HCFA-100-NPI version' in 'Print On What Form'.
  19. Click 'No' in 'Print For Interim Batch'.
  20. Select the 'Guarantor'.
  21. Select 'Individual' in 'Print For An Individual Or All Clients'.
  22. Select the 'Client ID'.
  23. Select 'Yes' in 'Print All Episodes'.
  24. Select 'No' in 'Print Summary By Revenue Code'.
  25. Click [Process].
  26. Validate that the outpatient client, with the unclaimed service date range, is included in the output.
Scenario 3: LAB Orders - Creating LAB Orders - Client with Cross Episode Financial Eligibility
Specific Setup:
  • Admission:
  • Create or identify a client in the system. Note the client id, admission program, admission date.
  • Cross Episode Financial Eligibility:
  • Assign 'Cross-Episode Financial Eligibility' with at least two guarantors.
  • Program Maintenance:
  • Set the 'Financially Responsible Party for Lab Orders' = "Based on Financial Eligibility" for the admission program of the client.
  • External Lab/Radiology Definition for CareConnect:
  • Identify or create one or more vendors with 'Lab Vendor Company' set to either "LabCorp" or "Quest" and 'ABN Required' set to "Yes."
  • Order Code Setup:
  • Create or identify two or more order codes that use the vendors from the 'External Lab Definition' grid. Note the order codes.
Steps
  1. Select the Order Entry Console (Orders This Episode section).
  2. Select the client from set up in the setup section.
  3. Enter desired order code in the 'New Order' lookup that is identified in the setup section.
  4. Fill out all required fields for this order.
  5. Confirm that the 'External Lab Vendor Destination' is set to one of the vendors set up in the setup section.
  6. Verify that the 'Specimen Collection' field has 'Lab Vendor Staff will Collect' value selected.
  7. Add this order to the Scratchpad.
  8. Enter different order code in the 'New Order' lookup that is identified in the setup section.
  9. Fill out all required fields for this order.
  10. Confirm that the 'External Lab Vendor Destination' is set to one of the vendors set up in the setup section.
  11. Verify that the 'Specimen Collection' field has 'Lab Vendor Staff will Collect' value selected.
  12. Add this order to the Scratchpad.
  13. Verify that two orders are in the scratchpad,
  14. Click [Sign].
  15. Verify two orders are saved successfully under the 'Order This Episode' section.
Topics
• 837 Institutional • 837 Professional • NX • Order Entry Console