Avatar PM 2023 Update 130

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.03.00
RADplus 2023 Monthly Release 2023.03.00

Product Update Description

An issue is resolved where the field 'Number Of Clients' can be greater than one for an 'Individual' type of service. This occurs after editing a group service in the 'Edit Service Information' form when the registry setting 'Enable California Billing' is set to "Y".

Required Updates

None

Included Updates

7, 10, 11, 17, 18, 21, 25, 31, 32, 33, 34, 35, 39, 44, 56, 57, 58, 59, 62, 63, 64, 65, 66, 67, 72, 73, 76, 77, 78, 79, 82, 85, 86, 88, 89, 93, 94, 96, 98, 101, 102, 104, 105, 109, 110, 115, 120, 125, 129

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-91633 Details \| User Acceptance Tests SYSTEM.billing_tx_history - SQL table validation after edit service information Resolves an issue to ensure that the 'number_of_clients' field in the 'SYSTEM.billing_tx_history' SQL table is calculated correctly when an individual or group service for the client is updated. KB0075086 v0.01	Topics • Database Tables • Edit Service Information • NX

Acceptance Tests

AV-91633 Summary | Details

SYSTEM.billing_tx_history - SQL table validation after edit service information

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission (Outpatient)
Client Charge Input
Client Ledger
Financial Eligibility
Registry Settings (PM)

Scenario 1: SYSTEM.billing_tx_charge_totals - Validating table after submission of the 'Edit Service Information' form.

Specific Setup:

Registry Settlings:
The 'Avatar PM->Billing->->->->Enable California Billing' registry setting is set to 'Y'.
Guarantors/Payors:
An existing guarantor is identified to be used. Note the guarantor's code/name.
Service codes:
An existing individual service code is identified to be used. 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.
Admission:
An existing client is identified, or a new client is admitted. Note client's id, admission program, admission date.
Financial Eligibility:
A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
Client Charge Input:
A service is rendered to the client using the individual service code. Note service date, service code.
Client Ledger:
A service distributed correctly to the assigned guarantor and the status of the service is 'Open'.

Steps

Open option 'Edit Service Information'.
Fill in all required fields using any data.
Click [Select Service(s) To Edit].
Select any service date (if more than one).
Click [OK].
Change the value in 'Duration' (or any field).
Click [Submit].
Verify the form submitted successfully.
Open the 'Crystal report' or any other SQL data viewer.
Query the 'SYSTEM.billing_tx_charge_total' table for the PATID and service from the setup section.
Verify the system retrieves data successfully.

Scenario 2: SYSTEM.billing_tx_history - Validating SQL table after editing the group or individual service codes

Specific Setup:

Registry Settlings:
The 'Avatar PM->Billing->->->->Enable California Billing' registry setting is set to 'Y'.
Guarantors/Payors:
An existing guarantor is identified to be used. Note the guarantor's code/name.
Service codes:
An existing individual and group service codes are identified to be used. 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.
Admission:
An existing client is identified, or a new client is admitted. Note client's id, admission program, admission date.
Financial Eligibility:
A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
Client Charge Input:
At least two services are rendered to the client using the group service code and the individual service code. Note service date, service code.
Client Ledger:
A service distributed correctly to the assigned guarantor and the status of the service is 'Open'.
Crystal Report or any other SQL data viewer:
Look for the number_of_clients field in the 'SYSTEM.billing_tx_history'. Note the value from the number_of_clients field.

Steps

Open the 'Edit Service Information' form.
Fill in all required fields using any data.
Click [Select Service(s) To Edit].
Select the service date of the group service.
Click [OK].
Edit the group service code to the same group code or the different group service code.
Verify a pop-up: 'Enter The Number Of Clients In The Group'.
Enter any number which is different from the original.
Click [Submit].
Verify the form submitted successfully.
Click [Y] at the 'Return to the Form' pop-up.
Do not close the form. Leave the form open.
Open the 'Crystal report' or any other SQL data viewer.
Query the 'SYSTEM.billing_tx_history' table for the PATID and service from the setup section.
Verify the number_of_clients field in the 'SYSTEM.billing_tx_history' table updated correctly with the number entered at the time of editing the service.
Go back to the 'Edit Service Information' form again.
Fill in all required fields using any data.
Click [Select Service(s) To Edit].
Select the service date for the individual service.
Click [OK].
Edit the duration or anything else for the individual service.
Click [Submit].
Verify the form submitted successfully.
Open the 'Crystal report' or any other SQL data viewer.
Query the 'SYSTEM.billing_tx_history' table for the PATID and service from the setup section.
Verify the number_of_clients field in the 'SYSTEM.billing_tx_history' table does not update for the individual service.
Close the report.

Topics

• Database Tables • Edit Service Information • NX