Avatar PM 2023 Update 32

• Registry Setting:
• Set the 'Avatar PM->System Maintenance->File Import->->->Import File Delimiter' registry setting to the desired value.
• Guarantors/Payor:
• An existing guarantor is identified to be assigned to the client. Note the guarantor code/value.
• Program Maintenance:
• Identify an existing program code / value to be used for client's admission.
• Identify the location of the program to be used for Client's admission.
• Admission:
• An inpatient or outpatient client is created using the program identified above or an existing client is identified. Note the Client id/name, admission date/program.
• Financial Eligibility: The existing guarantor is assigned to the client.
• Service code:
• An existing service code to be used with inpatient/ outpatient program is identified. Note the service code for further validation.
• Posting/Adjustment Code Definition:
• An existing payment, adjustment or transfer code is identified to be used. Note the code and type of the code.
• File Import:
• An import file is created to process the deposit entry. Ensure that the file contains all required fields and desired optional fields. Note the file name / location of the file.

1. Open the 'File Import' form.

2. Select the 'Deposit Entry' from the File Type field.

3. Upload the file Import file created in the setup section.

4. Compile the file.

5. Verify the file compiles successfully.

6. Post the compiled file.

7. Verify the file posted successfully.

8. Open the 'Client Ledger' for the client.

9. Process the report.

10. Verify the client ledger displays the deposit entry correctly.

11. Close the Report.

12. Close the form.

• File Import: Import files have been created to add, edit, and delete a Roll-Up Services Definition.

1. Open ‘File Import’.
2. Select 'Roll-Up Services Definition' in ‘File Type’.
3. Click [Upload New File] in ‘Action’.
4. Click [Process Action].
5. Upload the file that will add the 'Roll-Up Services Definition'.
6. Click [Compile/Validate File] in ‘Action’.
7. Select the uploaded file.
8. Click [Process Action].
9. If there are errors, click [Print Errors] in ‘Action’.
10. Select the compiled file.
11. Click [Process Action].
12. Review the report and upload and compile again to resolve the errors.
13. Click [Print File] in ‘Action’.
14. Click [Process Action].
15. Review the report to validate the data.
16. Click [Post File] in ‘Action’.
17. Select the compiled file.
18. Click [Process Action].
19. If desired, Click [Delete File] in ‘Action’.
20. Select the posted file.
21. Click [Process Action].
22. The ‘Delete File’ message will display.
23. Click desired value. If [Yes], the ‘Confirm message will display. Click [OK]. If [No], the ‘Delete File’ message is removed.
24. Close the form.
25. Open 'Roll-Up Services Definition'.
26. Validate that the definition imported with the correct values.
27. Close the form.
28. Repeat steps 1-24 for the file that will edit the 'Roll-Up Services Definition'.
29. Open 'Roll-Up Services Definition'.
30. Validate that the edited definition contains the correct values in the edited fields.
31. Close the form.
32. Repeat steps 1-24 for the file that will delete the 'Roll-Up Services Definition'.
33. Open 'Roll-Up Services Definition'.
34. Validate that the deleted definition does not exist.
35. Close the form.