Avatar PM 2023 Update 14

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Product Requirements / Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2022 Update 21

Product Update Form Description

An issue has been resolved in the form 'Claim Follow-Up' where 'Data Entry By' field does not display.

Included Updates

None

Required Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-85431 Details \| User Acceptance Tests Claim Follow-Up An issue has been resolved to ensure that the 'Data Entry By' field on the 'Claim Follow-Up' populates correctly. KB0071780 v0.01	Topics • Claim Follow-up

Acceptance Tests

AV-85431 Summary | Details

Claim Follow-Up

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

Registry Settings (PM)

Scenario 1: 'Claim Follow-Up' - Verification of Submission

Specific Setup:

Avatar PM Registry Setting 'Claim Follow-Up' must be enabled.
Client with claim(s)/service(s) eligible for 'Claim Follow-Up' entry.

Steps

Open Avatar PM 'Claim Follow-Up' form; select client record for Claim Follow-Up entry.
Select 'Add' in 'Add, Edit Or Delete Claim Follow-Up' field (or select 'Edit' for review/update of existing entry).
Select value in 'Guarantor' field.
Select value in 'Claim' field.
Select value in 'Denial Type' field.
Select value in 'Service(s)', 'Insurance Based Denial Reason' and '835 Denial Reason' if desired.
Select value in 'Assign Claim For Electronic Re-Billing' field (and 'Claim Submission Reason Code' field if applicable).
In Follow-Up Status/Comments form sub-section, select 'Add' in 'Add, Edit or Delete Row' field (or select 'Edit' for view/update of existing Follow-Up Status/Comments entry).
Select value in 'Follow-Up Status' and 'Followed Up' fields.
Enter/select values in 'Denial CRN#', 'Current CRN#', 'Next Follow-Up Date' and 'Completion Date' fields if desired.
Enter value in 'Comments' field.
Click 'Update Row' button to save Follow-Up Status/Comments entry.
Click 'Submit' button to file 'Claim Follow-Up' form/record.
Ensure filing confirmation dialog noting 'Claim Follow-Up has completed. Do you wish to return to form?' is presented; click 'Yes' button to return to 'Claim Follow-Up' form.
Select 'Edit' in 'Add, Edit Or Delete Claim Follow-Up' field for review of existing entry.
Select existing entry in 'Select Claim Follow-Up To Edit Or Delete' field.
Ensure values for all fields are present in 'Claim Follow-Up' form as previously entered/field for selected entry, including rows/entries in the Follow-Up Status/Comments form sub-section.

Topics

• Claim Follow-up