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Avatar PM 2023 Update 166

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

The following is included: 1) The options "Sliding Fee Scale" and "Sliding Fee Scale Calculation Table" are added to the 'File Import' form. 2) The option "Benefit Plan" in the 'File Import' form is updated to include all fields.

Required Updates

None

Included Updates

7, 10, 11, 16, 17, 18, 21, 25, 29, 31, 32, 33, 34, 35, 39, 41, 44, 48, 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, 100, 101, 102, 103, 104, 105, 106, 109, 110, 115, 116, 119, 120, 121, 122, 125, 128, 129, 130, 133, 134, 135, 136, 139, 140, 143, 149, 152, 153, 154, 156, 157, 159, 161, 163, 164

Details
NEW1 CHANGED0 FIXED0
New (1)
File Import
File Import: Benefit Plan has been updated to include all fields.
File import: Sliding Fee Scale has been added to the system.
File import: Sliding Fee Scale Calculation Table has been added to the system.
Value Added: Users can use File Import to process additional functionality.
Topics
• File Import • NX • Sliding Fee Scale
 
Acceptance Tests
AV-91918 Summary | Details
File Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • File Import
  • Sliding Fee Scale
Scenario 1: File Import - Benefit Plans
Specific Setup:
  • Registry Settings: 'Import File Delimiter' is enabled with desired value.
  • File Import:
  • The 'Avatar_PM_File_Import_Record_Layouts' will be included in the update.
  • The 'Benefit Plan' file type is added to the File Import.
  • Create an import "File A" to add a new 'Benefit Plan'.
  • Create an import "File B" to edit above 'Benefit Plan'.
Steps
  1. Open the "File Import" form.
  2. Select the "Benefit Plan" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Select "File A".
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "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 "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 "File A".
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Open the "Benefit Plans" form.
  22. Enter the desired plan name.
  23. Verify 'Benefit Plan'.
  24. Verify 'Plan Type'.
  25. Click 'Insurance Plan Level' item.
  26. Verify all the fields are populated as per the import file.
  27. Close the form
  28. Follow steps 1-25, change the import file to "File B" for Edit Benefit Plans File Import.
Scenario 2: File Import: Sliding Fee Scale
Specific Setup:
  • File Import:
  • The 'Avatar_PM_File_Import_Record_Layouts' will be included in the update.
  • The 'Sliding Fee Scale' file type is added to the File Import.
  • Create an import "File A" to add a new 'Sliding Fee Scale'.- "File A".
  • Create an import "File B" to edit above 'Sliding Fee Scale'.-"File B".
  • File Import:
  • The 'Avatar_PM_File_Import_Record_Layouts' will be included in the update.
  • The 'Sliding Fee Scale Calculation Table' is added to the File Import.
  • Create an import "File A" to add a new 'Calculation Table'.-"File C".
  • Create an import "File B" to edit above 'Calculation Table'.-File D".
Steps
  1. Open the "File Import" form.
  2. Select the "Sliding Fee Scale" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Select "File A".
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "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 "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 "File A".
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Open the "Sliding Fee Scale" form.
  22. Enter the Sliding Fee Scale.
  23. Validate the fields.
  24. Close the form.
  25. Follow steps 1-25, change the import file to "File B" for 'Edit Sliding Fee Scale' File Import.
  26. Open the "File Import" form.
  27. Select the "Sliding Fee Scale Calculation Table" in the 'File Type' field.
  28. Select "Upload New File" in the 'Action' field.
  29. Click [Process Action].
  30. Select "File C".
  31. Select "Compile/Validate File" in the 'Action' field.
  32. Select "File C" in the 'Files(s)' field.
  33. Click [Process Action].
  34. Validate an Information message is displayed stating: Compiled
  35. Click [OK].
  36. Select "Print File" in the 'Action' field.
  37. Select "File C" in the 'Files(s)' field.
  38. Click [Process Action].
  39. Validate the Report Viewer displays the contents of the file.
  40. Click [Close Report].
  41. Select "Post File" in the 'Action' field.
  42. Click [Process Action].
  43. Select "File C".
  44. Validate an Information message is displayed stating: Posted.
  45. Click [OK] and close the form.
  46. Open the "Sliding Fee Scale" form.
  47. Select the desired Slid Fee Scale.
  48. Select 'Calculation Table' item.
  49. Validate the fields.
  50. Close the form.
  51. Follow steps 1-25, change the import file to "File D" for 'Edit Sliding Fee Scale Calculation Table' File Import.
Topics
• File Import • NX • Sliding Fee Scale