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Avatar PM 2023 Update 116

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