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Avatar PM 2023 Update 30

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Product Requirements / Recommendations

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Product Update Form Description

In the '99999 Services Report' form, an issue is resolved where the 'Service From Date' and the 'Service To Date' prompts and the 'Export' button are initially disabled, and do not become enabled until a selection is made in the 'Run Report By' prompt, even if the 'Run Report By' prompt defaults to "All services".

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
99999 Services Report
The functionality for the '99999 Services Report' has been updated to default the 'Run Report By' field to 'All Services' and enable the 'Export' button when entering the form.
The 'Service From Date' and the 'Service To Date' prompts are enabled and required when the 'Run Report By' field is changed to 'Service Dates'.
The 'Month/Year of Accounting Period Close' prompt is enabled and required when the 'Run Report By' field is changed to 'Accounting Period'. KB0072276 v0.01
Topics
• Database Management • Financial Eligibility
 
Acceptance Tests
AV-80510 Summary | Details
99999 Services Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 99999 Services Report
  • Admission (Outpatient)
  • Client Charge Input
  • Financial Eligibility
  • Guarantors/Payors
  • Registry Settings (PM)
  • User Definition
Scenario 1: 99999 Services Report - Validating liability distribution failure message when the full liability distributes to the default guarantor
Specific Setup:
  • Guarantors/Payors:
  • Identify an existing guarantor with the financial class of Non-recoverable 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".
  • Admission:
  • An existing client is identified, or a new client is admitted. Note the client id, name, and admission date.
  • Financial Eligibility:
  • The financial eligibility record is created for the client so that the coverage effective date is after date of services to be rendered to the client. Note the 'Coverage Effective Date'.
  • Client Charge Input:
  • A service is rendered to the client such that it is prior to the 'Coverage Effective Date' set up in the client's 'Financial eligibility'. Note the date of service. Make sure the service is in open state.
  • Client Ledger:
  • The service rendered to the client are distributed to the default guarantor (99999).
Steps
  1. Open the '99999 Services Report' form.
  2. Verify the 'Run Report By' field exists on the form and is required. This is a single-select field and defaults to ''All Services", and contains "Service Dates", and "Accounting Period".
  3. Verify that the ‘Export’ button fields is enabled.
  4. Verify that the following fields are disabled: ‘Service From Date’, ‘Service To Date’, Month/Year of Accounting Period Close'.
  5. Verify that the 'Include Closed Services' exists and defaults to "No".
  6. Select "Yes" in 'Include Closed Services'.
  7. Click [Export].
  8. Verify that the exported file was saved to the desktop.
  9. Open the file.
  10. Verify the file displays all the open/closed services that distributed to the Default Guarantor and lists the reason the services failed liability distribution for all guarantors from the client’s applicable Financial Eligibility list.
  11. Return to the '99999 Services Report' form.
  12. Select "Service Dates" in 'Run Report By' field.
  13. Verify that 'Service From Date' and 'Service To Date' are required.
  14. Enter first date of service rendered to client in 'Service From Date' field.
  15. Enter last date of service rendered to client in 'Service To Date' field.
  16. Select "No" in the 'Include Closed Services' field.
  17. Click [Export].
  18. Verify that the exported file was saved to the desktop.
  19. Open the file.
  20. Verify the file displays all the open/closed services that distributed to the Default Guarantor and lists the reason the services failed liability distribution for all guarantors from the client’s applicable Financial Eligibility list.
  21. Return to the '99999 Services Report' form.
  22. Select "Accounting Period" in 'Run Report By' field.
  23. Verify that 'Month/Year of Accounting Period Close' is required.
  24. Enter the desired month/year as MM/YY.
  25. Click [Export].
  26. Verify that the exported file was saved to the desktop.
  27. Open the file.
  28. Verify the file displays all the open/closed services that distributed to the Default Guarantor and lists the reason the services failed liability distribution for all guarantors from the client’s applicable Financial Eligibility list.
  29. Return to the '99999 Services Report' form.
  30. Close the form.
  31. Open 'Crystal Report' or any other SQL data viewer.
  32. Query the 'SYSTEM.billing_tx_dist_fail_reason' SQL table.
  33. Validate the 'PATID' column is equal to the client id identified in the pre-conditions.
  34. Validate the 'date_of_service' column is equal to the service dates for the services rendered to the client.
  35. Validate the 'reason' column contains the reason the service failed liability distribution.
  36. Validate the 'GUARANTOR_ID' column is equal to the guarantor assigned to the client in the financial eligibility.
  37. Open the 'Financial Eligibility' form.
  38. Update client's eligibility record and set up the coverage effective date so that it covers all the services rendered to the client.
  39. Open the 'Close Charges' form.
  40. Run the liability update for the client.
  41. Open the 'Client Ledger' for the client.
  42. Verify that the services are distributed to the correct guarantor assigned to the client in financial eligibility.
  43. Open 'Crystal Report' or any other SQL data viewer.
  44. Query the 'SYSTEM.billing_tx_dist_fail_reason' SQL table for the desired client setup.
  45. Verify there are no services found in the table for the desired client.
  46. Return to the '99999 Services Report' form.
  47. Select "Service Dates' in 'Run Report By' field.
  48. Enter first date of service rendered to client in 'Service From Date' field.
  49. Enter last date of service rendered to client in 'Service To Date' field.
  50. Select "Yes" in 'Include Closed Services'.
  51. Click [Export].
  52. Validate that a message is received stating: No data found to export.
  53. Close the form.
Topics
• Database Management • Financial Eligibility