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Avatar PM 2023 Update 182

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2022 Update 67
Avatar PM 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

The system is prepared for future functionality. In addition, the 'Deposit Date' field in the 'Post Front Office and MyHP Payments' section of the 'Payment Acknowledgement' form is modified to prevent entry of dates in a closed accounting period.

Required Updates

None

Included Updates

6, 7, 10, 11, 16, 17, 18, 21, 25, 29, 31, 32, 33, 34, 35, 39, 44, 48, 56, 57, 58, 59, 62, 63, 64, 65, 66, 67, 72, 73, 74, 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, 157, 159, 163, 172, 180

Details
NEW1 CHANGED0 FIXED1
New (1)
Payment Acknowledgement
The system generates an error message when a user attempts to enter a future date or the date in a closed accounting period in the 'deposit date' field.
Value Added: The 'Deposit Date' field is modified to prevent entry of dates in a closed accounting period, or a future date.
Topics
• Deposit Entry • NX • Payment Acknowledgement
 
Fixed (1)
Future Functionality
Future Functionality
Topics
• NX • Remittance Processing
 
Acceptance Tests
AV-93914 Summary | Details
Future Functionality
Internal Test Only
Topics
n/a
AV-94447 Summary | Details
Payment Acknowledgement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Close Accounting Period
  • Crystal Report Viewer
  • Deposit Entry
  • Payment Acknowledgement
  • Registry Settings (PM)
Scenario 1: Payment Acknowledgement : Post Front Office and myHP Payments section
Specific Setup:
  • Registry Settings:
  • Enable Payment Acknowledgement Registry Setting Value: Y.
  • Prevent Posting Payments Unless Payment: 5.
  • Admission:
  • Create a client with active diagnosis and financial eligibility.
  • Client charge input:
  • Assign a few services to the above created client.
  • Closed Accounting Period: Note the last closed accounting period.
Steps
  1. Open 'Deposit Entry.
  2. Enter 'Date of receipt or adjustment'.
  3. Select 'Client id'.
  4. Select 'Episode number'.
  5. Select 'Service code'.
  6. Select 'Guarantor'.
  7. Enter 'Amount to post'.
  8. Select 'Posting code'.
  9. Click 'Submit'.
  10. Verify the generated crystal report.
  11. Open 'Close Accounting Period'.
  12. Validate the date of 'Month/Year Of Close For Charge/Payment Postings'.
  13. Open 'Payment Acknowledgement'.
  14. Click on 'Post Front Office and myHP Payments' item.
  15. Enter 'Payment Collection Date'.
  16. Select 'Treatment Service'.
  17. Select 'Type'.
  18. Click on 'Review button'.
  19. Select the record which you created by using Deposit entry form.
  20. Enter a Deposit date that is in a closed accounting period and validate an error message is received stating: 'Date Must Be In An Open Accounting Period'.
  21. Enter a future date in 'Deposit date' and validate an error message is received stating: 'Future Dates Are Not Allowed'.
  22. Enter desired values to all required fields.
  23. Click on 'Post' button.
  24. Open 'Client ledger'.
  25. Validate the posted amount displaying in the crystal report.
Scenario 2: PM_Payment Acknowledgement - Post payments made on Deposit Entry form.
Specific Setup:
  • Registry Setting:
  • The 'Enable Payment Acknowledgement' registry setting is enabled.
  • The 'Prevent Posting Payments Unless Payment has been Acknowledged' registry setting includes value '1'.
  • Client A has a payment collected in Scheduling Calendar Check In. Note the payment date. Note the receipt number in the generated receipt. There is no data in 'Name on Card'.
  • Client B has a payment collected in 'Deposit Entry’. Add a value to 'Name on Card'. Note the payment date. Note the receipt number in the generated receipt.
Steps
  1. Open the ‘Payment Acknowledgment’ form.
  2. Select the ‘Post Front Office and myHP Payments’ section.
  3. Enter the desired ‘Payment Collection Date’.
  4. If desired, select a ‘Treatment Service’.
  5. Select the desired ‘Type’.
  6. Click [Review].
  7. Validate that the grid contains a row for each client and the correct data for the appropriate columns.
  8. Add data to 'Name on Card' for Client A.
  9. Click the checkbox for both rows.
  10. Click [Save].
  11. Click [Yes].
  12. Enter desired ‘Batch Number’.
  13. Enter desired ‘Deposit Date’.
  14. Select desired ‘Category’.
  15. Enter desired ‘Bank Ref #’.
  16. If desired, enter ‘Comments’.
  17. Click [Post].
  18. Validate that a ‘Conform’ message is received stating ‘Filed successfully’.
  19. Click [OK].
  20. Click [Discard].
  21. Click [Yes] on the ‘Confirm Close’ message.
Topics
• Deposit Entry • NX • Payment Acknowledgement