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Avatar PM 2023 Update 116

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.03.01
RADplus 2023 Monthly Release 2023.03.01

Product Update Description

The option "Guarantors/Payors" is added to the 'File Import' form.

Required Updates

None

Included Updates

7, 31, 32, 34, 59, 64, 65, 86, 104, 105

Details
NEW2 CHANGED0 FIXED0
New (2)
File Import - Guarantors/Payors
'Guarantors/Payors' file type is added to the 'File Import' form.
Note: Only the 'Guarantors/Payors' and 'Contractual Guarantor Information' sections of the form are supported in 'File Import' at this time.
Value Added: Allows users to add/edit 'Guarantors/Payors' by using 'File Import'.
Topics
• File Import • Guarantor/Payors
 
File Import - Guarantors/Payors
'Guarantors/Payors' file type is added to the 'File Import' form.
Note: Only the 'Guarantors/Payors' and 'Contractual Guarantor Information' sections of the form are supported in 'File Import' at this time.
Value Added: Allows users to add/edit 'Guarantors/Payors' by using 'File Import'.
Topics
• File Import • Guarantor/Payors
 
Acceptance Tests
AV-91178 Summary | Details
File Import - Guarantors/Payors
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Crystal Report Viewer
  • Dynamic Form - NX OK
  • File Import
  • Guarantors/Payors
  • myDay Home View
  • Update Demographics
  • Yes No
Scenario 1: File Import: Guarantors Payors Add/Edit
Specific Setup:
  • File Import:
  • The 'Guarantors/Payors' file type is added to the File Import.
  • Create a import file to add a new 'Guarantors/Payors'.
  • Create a import file to edit above 'Guarantors/Payors'.
Steps
  1. Open the "File Import" form.
  2. Select the "Guarantors/Payors" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Select the "File A".
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select the "File A" in the 'Files(s)' field.
  8. Click [Process Action].
  9. Validate an Information message is displayed stating: Compiled
  10. Click [OK].
  11. Select "Print File" in the 'Action' field.
  12. Select the "File A" in the 'Files(s)' field.
  13. Click [Process Action].
  14. Validate the Report Viewer displays the contents of the file.
  15. Click [Close Report].
  16. Select "Post File" in the 'Action' field.
  17. Click [Process Action].
  18. Select the "File A".
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Open the "Guarantors/Payors" form.
  22. Click [Edit].
  23. Validate the form is filed with the data based on the uploaded file.
  24. Close the form.
  25. Follow steps 1-24 for Edit Guarantors/Payors File Import.
Topics
• File Import • Guarantor/Payors
AV-91181 Summary | Details
File Import - Guarantors/Payors
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Crystal Report Viewer
  • Dynamic Form - NX OK
  • File Import
  • Guarantors/Payors
  • myDay Home View
  • Update Demographics
  • Yes No
Scenario 1: File Import: Guarantors Payors Add/Edit
Specific Setup:
  • File Import:
  • The 'Guarantors/Payors' file type is added to the File Import.
  • Create a import file to add a new 'Guarantors/Payors'.
  • Create a import file to edit above 'Guarantors/Payors'.
Steps
  1. Open the "File Import" form.
  2. Select the "Guarantors/Payors" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Select the "File A".
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select the "File A" in the 'Files(s)' field.
  8. Click [Process Action].
  9. Validate an Information message is displayed stating: Compiled
  10. Click [OK].
  11. Select "Print File" in the 'Action' field.
  12. Select the "File A" in the 'Files(s)' field.
  13. Click [Process Action].
  14. Validate the Report Viewer displays the contents of the file.
  15. Click [Close Report].
  16. Select "Post File" in the 'Action' field.
  17. Click [Process Action].
  18. Select the "File A".
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Open the "Guarantors/Payors" form.
  22. Click [Edit].
  23. Validate the form is filed with the data based on the uploaded file.
  24. Close the form.
  25. Follow steps 1-24 for Edit Guarantors/Payors File Import.
Topics
• File Import • Guarantor/Payors