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Avatar PM 2023 Update 168

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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 options "Guarantors/Payors Authorization Information" and "Guarantors/Payors Authorization Information Grid" are added to the 'File Import' form.

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, 153, 154, 156, 157, 159, 161, 163, 164

Details
NEW2 CHANGED0 FIXED0
New (2)
File Import
Guarantors/Payors - Authorization Info Section can be updated through file import.
Value Added: Users can add Guarantors/Payors - Authorization Info through file import
Topics
• File Import • NX
 
File Import
Guarantors/Payors - Authorization Information Grid Section can be updated through file import.
Value Added: Users can add Guarantors/Payors - Authorization Information Grid through file import.
Topics
• File Import • NX
 
Acceptance Tests
AV-91182 Summary | Details
File Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • Guarantors/Payors
Scenario 1: File import Guarantors/Payors -Authorization Info
Specific Setup:
  • File Import:
  • The 'Guarantors/Payors Authorization Information' type is added to the File Import.
  • Create an import file to add Authorization Information details to a valid Guarantor, "File A".
Steps
  1. Open the "File Import" form.
  2. Select the "Guarantors/Payors Authorization Information" 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 "Guarantors/Payors" form.
  22. Click [Edit].
  23. Select the Guarantor in "File A".
  24. Click on Authorization Information Section.
  25. Validate the form is filed with the data based on the uploaded file.
  26. Close the form.
Topics
• File Import • NX
AV-91183 Summary | Details
File Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Document Management Form Re-Mapping - Selection
  • File Import
  • Guarantors/Payors
Scenario 1: File Import: Guarantors Payors - Authorization Info Grid
Specific Setup:
  • File Import:
  • The 'Guarantors/Payors Authorization Information Grid file type is added to the File Import.
  • Create an import "File A" to add a new 'Guarantors/Payors Authorization Information Grid '
  • Create an import "File B" to edit above 'Guarantors/Payors Authorization Information Grid'.
  • Create an import "File C" to delete above added ‘Guarantors/Payors authorization Information Grid'.
Steps
  1. Open the "File Import" form.
  2. Select the "Guarantors/Payors Authorization Information Grid" 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].
  21. Close the form.
  22. Open the "Guarantors/Payors" form.
  23. Click [Edit].
  24. Select the appropriate Guarantor
  25. Click on Authorization Information Section.
  26. Validate the fields of the Authorization Information Grid Section.
  27. Close the form.
  28. Follow steps 1-27, using "File B" to edit the Guarantors/Payors Authorization Grid.
  29. Follow steps 1-27, using "File C" to delete the Guarantors/Payors Authorization Information Grid, or a specific row in the grid.
Topics
• File Import • NX