Avatar PM 2023 Update 27

• Client A: Has one or more episodes eligible for a Financial Eligibility record.
• The 'FinancialEligibility' web services has been used to add a Financial Eligibility record and used to update the added record.
• Note the field values when the record is added. Validate that a successful filing message is received.
• Change at least one field. Note the field values for all changed fields. Validate that a successful filing message is received.

1. Open ‘Financial Eligibility’ for Client A, selecting the episode if needed.
2. Verify that the guarantor order is correct.
3. Select the ‘Guarantor Selection’ section.
4. Select the desired guarantor in ‘Guarantor Information’
5. Click [Edit Selected Item].
6. Verify that the values filed in the web service application are correct, and that the fields that were changed contain the new value.
7. Repeat steps 4 & 5 for additional guarantors if more than one guarantor was added through the web service request.
8. Close the form.

• Registry Setting - Enable Default Guarantor Assignment = N.
• Family Registration:
• Family 1 has no ‘Family Financial Eligibility’ record.
• Family 2 has a Family Financial Eligibility’ record. Note the assigned guarantors.
• Client:
• Client 1: Is admitted in one episode and has no ‘Financial Eligibility’ record.
• Client 2: Is admitted in one episode and has a Financial Eligibility’ record. Note the assigned guarantors.
• Client 3: Is admitted in multiple episodes and has no ‘Cross Episode Financial Eligibility’ record.
• Client 4: Is admitted in multiple episodes and has a ‘Cross Episode Financial Eligibility’ record. Note the assigned guarantors.
• Guarantors/Payors:
• Guarantors are identified that will be added to ‘Guarantor Order’ in the ‘Default Guarantor Assignment’ form. The guarantors that were noted in the financial eligibility records will be added and guarantors that were not in the financial eligibility records will also be added.

1. Open ‘Registry Settings’.

2. Add a value of ‘Y’ to the ‘Enable Default Guarantor Assignment’ setting.

3. Click [Submit].

4. Close the form.

5. Open ‘Default Guarantor Assignment’.

6. Click [Clear Guarantor Oder], if the ‘Guarantor Order’ text box contains data.

7. In ‘Select Guarantor to Default‘ field select guarantors in the order that will default into the financial eligibility records. Note the values.

8. Select ‘Entry to Financial Eligibility Forms’ in ‘Default the Guarantor(s) During’.

9. Select ‘Family Financial Eligibility’ in ‘Add the Guarantor(s) to Which Form’.

10. Select ‘None Exists’ in ‘Default the Guarantor(s) Only If’.

11. Click [Submit].

12. Open ‘Family Financial Eligibility’ for Family 1.

13. Select the ‘Guarantor Selection’ item.

14. Validate that a ‘Guarantor Selection’ row exists for each of the guarantors in the ‘Guarantor Order’ and that row 1 contains the first guarantor in the order, row 2 contains the second guarantor in the order, and so forth.

15. If desired, select the ‘Guarantor Assignment’ item and assign desired guarantors to the family members.

16. Close the form.

17. Open ‘Default Guarantor Assignment’.

18. Select ‘Not a Part of Financial Eligibility/Cross Episode Financial Eligibility/Family Financial Eligibility’ in ‘Default the Guarantor(s) Only If’.

19. Open ‘Family Financial Eligibility’ for Family 2.

20. Select the ‘Guarantor Selection’ item.

21. Validate that a ‘Guarantor Selection’ row exists for each of the guarantors in the ‘Guarantor Order’ and that the existing guarantor is in row 1.

22. If desired, select the ‘Guarantor Assignment’ item and assign desired guarantors to the family members. It will be necessary to click [Clear Current Assignments] after selecting the family member.

23. Close the form.

24. Repeat steps 4 - 22 for the 'Financial Eligibility’ form and Client 1, and Client 2.

25. Repeat steps 4 - 22 for the 'Cross Episode Financial Eligibility’ form and Client 3, and Client 4.

26. Open ‘Default Guarantor Assignment’.

27. Select 'Filing of Admission' in 'Default the Guarantor(s) During'

28. Select 'Financial Eligibility' in 'Add the Guarantor(s) to Which Form'.

29. Click [Submit].

30. Enroll Client 1 in a new episode.

31. Open ‘Financial Eligibility’ for Client 1.

32. Validate that a ‘Guarantor Selection’ row exists for each of the guarantors in the ‘Guarantor Order’ and that row 1 contains the first guarantor in the order, row 2 contains the second guarantor in the order, and so forth.

33. Click [Discard].

34. Open 'Cross Episode Financial Eligibility' for Client 3.

35. Delete all guarantors.

36. Click [Submit].

37. Open ‘Default Guarantor Assignment’.

38. Select 'Filing of Admission' in 'Default the Guarantor(s) During'

39. Select 'Cross Episode Financial Eligibility' in 'Add the Guarantor(s) to Which Form'.

40. Click [Submit].

41. Enroll Client 3 into another episode,

42. Open 'Cross Episode Financial Eligibility'.

43. Validate that a ‘Guarantor Selection’ row exists for each of the guarantors in the ‘Guarantor Order’ and that row 1 contains the first guarantor in the order, row 2 contains the second guarantor in the order, and so forth.

44. Click [Discard].