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Avatar PM 2023 Update 150

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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

The issue is resolved where the 'Quick Billing' form won't run the same quick billing again unless the user exits the form each time.

Required Updates

Avatar PM 2023 Update 9

Included Updates

9

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Quick billing
An issue has been resolved where the users received an error message 'No information found' when running the same quick billing without exiting the form. KB0075238 v0.01
Topics
• Quick Billing
 
Acceptance Tests
AV-90650 Summary | Details
Quick billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Ledger
  • Crystal Report Viewer
  • Diagnosis
  • Financial Eligibility
  • Guarantors/Payors
  • Quick Billing
  • Quick Billing Rule Definition
Scenario 1: Quick Billing - Validating work screen and 837 report through 'Edit Existing' quick billing batch
Specific Setup:
  • Registry Setting:
  • The 'Enable New Quick Billing Format' registry setting is enabled.
  • Please note: This is a one-time, system-wide registry setting and the associated functionality cannot be disabled once the registry setting is enabled. Once this setting has been enabled, it will no longer be able to be viewed in the 'Registry Settings' form.
  • Admission:
  • Two outpatient clients are identified. Please note the admission program of the clients.
  • Guarantors/Payor:
  • An existing guarantor is identified.
  • Financial Eligibility:
  • Guarantor identified above is assigned to the clients.
  • Client Charge Input:
  • 1-2 days of professional charges are rendered to the clients. Please note the service codes used during rendering services.
  • Client Ledger:
  • The charges are distributed to the guarantors assigned to the clients.
  • Quick Billing Rule Definition:
  • A new quick billing rule is created as follows:
  • The admission programs are selected in the 'Program' field.
  • An '837 Professional' is selected in the 'Billing Form' field.
  • The guarantors assigned to the clients in their financial eligibility are selected in the 'Guarantors' field.
  • All required fields are populated.
  • The 'Create Interim Billing Batch' field is set to 'Yes'.
Steps
  1. Open the 'Quick Billing' form.
  2. Run a new quick billing batch using the rule created in the setup section.
  3. Use a date range spanning services entered.
  4. Select 'Create Batch', 'Close Charges', and 'Generate Bills' in the 'Quick Billing Tasks To Execute' field.
  5. Submit the form.
  6. Verify that compile completes and the prompt states 'Compile Complete'. A Quick Billing Batch and an Interim Billing Batch will be created.
  7. Select [Yes] and return to the form.
  8. Select the 'Add New' option.
  9. Enter the same parameters used in Steps 2 to 4 again, and click [Submit]
  10. Verify that compile completes and the prompt states 'Compile Complete'. A Quick Billing Batch and an Interim Billing Batch will be created, instead of the message "No Information Found" without the Quick Billing Rule description.
  11. Select [Yes] and return to the form.
  12. Select the 'Edit Existing' option.
  13. Select the quick bill that was created in the previous step.
  14. Submit the form again.
  15. Click [OK].
  16. Select the 'Edit Existing' option.
  17. Select the quick bill that was created in the previous step.
  18. Click [Print 837 Report].
  19. Verify the report launched successfully.
  20. Close the report.
  21. Click [Launch Workscreen].
  22. Verify the work screen contains all the clients included in the batch.
  23. Deselect one client from the 'Client' filter at the top of the work screen.
  24. Verify the grid does not display the services of that client.
  25. Select the same client again from the 'Client' filter at the top of the work screen.
  26. Verify the grid displays the services of that client.
  27. Save the grid.
  28. Verify the grid saves successfully.
  29. Close the form.
Topics
• Quick Billing