Avatar PM 2023 Update 173

Guarantors/Payors:

• Identify an existing guarantor to be used as a default guarantor. Note the guarantor’s id/name.

Registry Setting:

• The 'Track Services That Failed Liability Distribution' registry setting is set to "Y".
• Set the 'Agency-Defined Failed Distribution Guarantor' with the desired value.

Admission:

• An existing client is identified, or a new client is admitted. Note the client id, name, and admission date.

1. Open the 'Client Charge Input' form.
2. Select the date of service, client, service code, and practitioner.
3. Click [Submit].
4. Click [No].
5. Open the 'Close Charges' form.
6. Set the 'Liability Update Or Close Charges' field to 'Close Charges'.
7. Set the 'Individual, All, Or Interim Batch Cycle' field to 'Individual'
8. Set the 'Client ID' field to the ID of the client specified in SETUP'.
9. Set the 'Episode Number' field to the episode for the services to be closed.
10. Click [Submit].
11. Open the 'Financial Eligibility' form.
12. Select the 'Guarantor Selection' tab.
13. Click [Add New Item].
14. Enter any value in the 'Guarantor #' field.
15. Select any value in the 'Guarantor Plan' field.
16. Select 'No' in the 'Customize Guarantor Plan' field.
17. Validate a 'Confirm' message is displayed stating: This Will Delete Any Information Previously Filed In 'Customize Plan'.
18. Click [OK].
19. Select 'Yes' in the 'Eligibility Verified' field.
20. Enter the current date in the 'Coverage Effective Date' field.
21. Select any value in the 'Client's Relationship To Subscriber' field.
22. Enter any value in the format of Last Name, First Name in the 'Subscriber's Name' field.
23. Enter any value in the 'Subscriber Address - Street Line 1' field.
24. Enter any value in the 'Subscriber's Address - Zip code' field.
25. Enter any value in the 'Subscriber's Social Security #' field.
26. Select any value in the 'Subscriber Sex' field.
27. Select 'Yes' in the 'Coordination of Benefits' field.
28. Select 'Yes' in the 'Subscriber Assignment of Benefits' field.
29. Select any value in the 'Subscriber Release Of Info' field.
30. Select the 'Financial Eligibility' tab.
31. Select the guarantor selected in the previous steps in the 'Guarantor #1' field.
32. Click [Submit].
33. Open 'Individual Cash Posting'.
34. Enter the 'Client'.
35. Select desired value in 'Post By'.
36. Review 'Start Date' and 'Stop Date'. Change the values if desired.
37. Click [Select Item(s) to Post Against].
38. Highlight the service from setup.
39. Click [OK]. Note the 'balance due'.
40. Click [OK].
41. Enter the 'Posting Date'.
42. Enter the 'Date of Receipt'.
43. Enter the 'Balance Due' in 'Dollar Amount To Be Posted'.
44. Enter the 'Posting Code'.
45. Click [Update Temporary File].
46. Click [OK].
47. Click [Submit].
48. Click [Yes].
49. Click [No].
50. Open 'Client Ledger'.
51. Enter the 'Client ID'.
52. Select 'All Episodes' in 'Claim/Episode/All Episodes'.
53. Select 'Simple' in 'Ledger Type'.
54. Set the 'From Date' to the first date of service.
55. Set the 'To Date' to the last date of service.
56. Click [Process].
57. Validate the Report populates with liability transferred to respective Guarantor from NTST Default Guarantor.
58. Click [Close].
59. Click [No].
60. Open the '99999 Services Report' form.
61. Verify that the ‘Export’ button fields is enabled.
62. Verify that the following fields are disabled: ‘Service From Date’, ‘Service To Date’, Month/Year of Accounting Period Close'.
63. Select 'No' in 'Include Closed Services'.
64. Click [Export].
65. Validate the message 'No Data to Export' appears.
66. Click [OK].
67. Click [Discard].
68. Click [Yes].
69. Open the 'Registry Settings' form.
70. Enable Registry Setting- Agency-Defined Failed Distribution Guarantor.
71. Submit the Registry Setting.
72. Close the form.
73. Repeat the above 1 - 68 steps using Agency Defined Guarantor.