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Avatar PM 2023 Update 22

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Product Requirements / Recommendations

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Product Update Form Description

The issue is resolved where the 'Copy Note' button is disabled upon selecting a checkbox in the 'Follow-Up Notes' grid on 'Claim Follow-Up Entry' tab of 'Account Receivable Console' widget.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
'Account Receivable Console' widget - 'Claim Follow-Up Entry' section
Resolves an issue to ensure the 'Copy Note' button is not disabled upon selecting a checkbox in the 'Follow-Up Notes' grid on 'Claim Follow-Up Entry' tab of 'Account Receivable Console' widget. KB0072207 v0.01
Topics
• Accounts Receivable Management
 
Acceptance Tests
AV-81972 Summary | Details
'Account Receivable Console' widget - 'Claim Follow-Up Entry' section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • AR Console Configuration
  • AR Console User Defaults Setup
  • Client Charge Input
  • Client Ledger
  • Create Interim Billing Batch File
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Practitioner Numbers By Guarantor And Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • System Task Scheduler
Scenario 1: Account Receivable Console - Copy Claim Follow-Up/Notes
Specific Setup:
  • Guarantors/Payors:
  • Guarantor 1: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields contain an '&'.
  • Guarantor 2: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields do not contain an '&’.
  • Clients:
  • Client A: Has a minimum of two outstanding claims for Guarantor 1. Note the client’s last name and the program.
  • Client B: Has a minimum of two outstanding claims for Guarantor 2. Note the client’s last name and the program.
  • Tester has access to the AR Console.
  • AR Console User Defaults Setup:
  • Tester has been given access to both Guarantors/Payors, the client’s last name initials, and the client programs.
  • System Task Scheduler:
  • The 'Auto AR Batch Update' was processed after the claims were created.
Steps
  1. Open the ‘Account Receivable Console’ widget.
  2. Validate that the ‘Guarantor’ field contains the selected guarantors, including the guarantor with the ‘&’ in the 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup'
  3. Enter the ‘Client ID for Client A.
  4. Click [Search].
  5. Select a minimum of two claims in the ‘Claims with Outstanding Receivables’ gird.
  6. Click [Add Claim Follow-Up/Note].
  7. Validate the claim number in ‘Claim Follow-Up’.
  8. Go to the Follow-Up Notes’ section.
  9. Validate the note created by the AR Console exists.
  10. Click [New Row].
  11. Enter desired ‘Follow-Up Date’, ‘Comments’ and any other desired data.
  12. Click [File Updates].
  13. Click [OK].
  14. Select the row that was added above.
  15. Click [Copy Note].
  16. Select the claim to copy the note to in ‘Copy Follow-Up Note’.
  17. Click [Save].
  18. Select the claim number in ‘Claim Follow-Up’ that was selected in ‘Copy Follow-Up Note’.
  19. Validate that the copy note, and the note created by the AR Console exist in ‘Claim Follow-Up’.
  20. Select the ‘AR List’ section.
  21. Repeat steps 3 - 20 for Client B.
  22. Close the widget.
Topics
• Accounts Receivable Management