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Avatar PM 2023 Update 48

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Product Requirements / Recommendations

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Product Update Form Description

In the form 'Spreadsheet Batch Remittance Posting', an error for future dates is added to the field 'Date Of Receipt'.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED1 FIXED0
Changed (1)
Remittance Posting - future date error
Functionality is modified to display an error message when a future date is entered in the Posting Date' or ‘Date of Receipt’ fields.
This occurs on the 'Spreadsheet Batch Remittance Posting' and 'Remittance Posting forms'.
Value Added: Improves the functionality of the Spreadsheet Batch Remittance Posting and Remittance Posting forms.
Topics
• Spreadsheet Batch Remittance Posting • Spreadsheet Remittance Posting
 
Acceptance Tests
AV-70551 Summary | Details
Remittance Posting - future date error
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Crystal Report Viewer
  • Spreadsheet Remittance Posting
  • Posting/Adjustment Codes Definition
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: 'Spreadsheet Remittance Posting' form - Validate 'Launch Work Screen'.
Specific Setup:
  • Payment/Adjustment Code definition:
  • Identify an existing adjustment code. Note the code value / name.
  • Admission:
  • An existing client is identified, or a new client is admitted. Note the client id.
  • Financial Eligibility:
  • Two guarantors are assigned to the client and a coverage effective date is entered. Note the guarantor codes / names.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Please note, The service dates are in the coverage effective range. Note service start date/ end date.
  • Client Ledger:
  • The services are distributed to the primary guarantor.
Steps
  1. Open the 'Spreadsheet Remittance Posting' form.
  2. Select a date range for a client that contains services.
  3. Populate all required fields.
  4. Select the 'Guarantor To Post For'.
  5. Click [OK] on the guarantor balance message.
  6. Enter a 'Posting Date'.
  7. Enter a 'Date of Receipt'.
  8. Select a valid entry for 'Default Payment/Adjustment Code For Amount To Post' field.
  9. Click [Launch Work Screen].
  10. Hover over the 'Transfer Guar' field.
  11. Select a row associated with client.
  12. Verify a mini-table containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor), that are active for the selected date of service, in the same order as they appear in 'Financial Eligibility'.
  13. Enter an 'Adjustment Amount'.
  14. Tab out of the field.
  15. Verify the adjustment amount does not change when tabbing out of the field.
  16. Select desired adjustment code in the 'Adjustment Code'.
  17. Tab out of the field.
  18. Verify the adjustment amount does not change when tabbing out of the field.
  19. Click [Accept].
  20. Click [Submit].
  21. Verify the payment posted successfully.
  22. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting - Validate excluded posting codes are not included in the 'Payment Code' dropdown list.
Specific Setup:
  • An existing client with unpaid claims is identified (Client A). Note the guarantor that liability is distributed to.
  • Posting/Adjustment Codes Definition:
  • A payment posting code is defined to 'Exclude Guarantors' for the client's liability guarantor. Note the code/description.
  • An additional payment posting code is defined to not exclude the client's liability guarantor. Note the code/description.
  • User Definition': The user has access to the 'Spreadsheet Batch Remittance' form.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Click the 'Create Batch' field.
  3. Enter the 'desired value' in the 'Batch Description' field.
  4. Select the 'desired value' in 'Default Payment Code' field.
  5. Enter the desired 'Posting Date'.
  6. Enter the desired 'Date Of Receipt'.
  7. Click [Launch Work Screen].
  8. Select "Client A" in the 'Client' field.
  9. Select the 'desired episode'.
  10. Validate there is Liability to be remitted against.
  11. Select the "excluded" guarantor from the 'Payor' field.
  12. Enter the 'desired value' in the 'Payment Amount' field.
  13. Double Click the 'Payment Code' field and validate it does not contain the "excluded" payment code.
  14. Select the "non-excluded" payment code.
  15. Click [Accept].
  16. Click [Submit].
  17. Click [OK].
  18. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting • Spreadsheet Remittance Posting