Avatar PM 2023 Update 53

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Product Requirements / Recommendations

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Product Update Form Description

An issue is resolved in 'Client Ledger Claim Report' where 'Line balance' and 'Payment Received' fields aren't displayed correctly.

Included Updates

None

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-84249 Details \| User Acceptance Tests Client Ledger - Ledger Type = Claim The Client Ledger Claim report has been modified to adjust the length of fields. KB0072809 v0.01 Value Added: The report fields display without truncating.	Topics • Client Ledger

Acceptance Tests

AV-84249 Summary | Details

Client Ledger - Ledger Type = Claim

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Ledger
Crystal Report Viewer

Scenario 1: Client Ledger - Ledger Type = 'Claim' - report field validations

Specific Setup:

Posting/Adjustment Codes Definition:
Identify an existing payment, adjustment and/or transfer codes. Note the codes/values for further testing.
Admission:
A new client is admitted in the inpatient program. Note the client's id/name, admission program, admission date.
Guarantor/Payors:
An existing guarantor is identified to assign to the client.
Financial Eligibility:
The existing guarantor is assigned to the client. Note the Guarantor code/value.
Service Codes:
An existing room and board service code is identified to render services to the client. Note the service code.
Client Charge Input:
5-6 days of the room and board services are rendered to the client.
Close Charges:
The charges rendered to the client are closed.

Steps

Open the 'Electronic Billing' form.
Run an 837 Institutional bill for the client.
Verify the bill compiles successfully.
Claim the services.
Verify the bill compiles successfully.
Open the 'Client Ledger' form.
Process the report using 'Claim' ledger type and validate that the claim based report displays all the claim specific information.
Open the ‘Individual Cash Posting’ form.
Select the ‘Client’.
Select desired value in the ‘Post By’ field.
Click [Select Item(s) To Post Against].
A grid opens containing a row for all services.
Select a desired row.
Click [OK] when all desired rows have been selected.
Note the ‘Information’ message and the current balance for the guarantor.
Click [OK].
Enter desired value in ‘Posting Date’.
Enter desired value in ‘Date of Receipt’.
Validate that the ‘Guarantor’ defaulted to the guarantor in the current balance message.
Enter desired value in ‘Dollar Amount To Be Posted’. Amount entered can be the full amount due or a partial amount due.
Enter desired value in ‘Posting Code’.
If desired, enter a value in ‘Check #’.
Enter desired value in ‘Action For Remaining Balance If Applicable’.
Click [Update Temporary File].
If desired, continue to add payment/adjustments/transfers using the steps above for all other services.
Click [Submit] when all payment/adjustments/transfers have been completed.
Open ‘Client Ledger’ for the client’.
Process the report using ‘Simple' ledger type and validate that the payment/adjustments/transfers posted correctly.
Process the report using ‘Claim' ledger type and validate that the payment/adjustments/transfers posted correctly specific to claim.
Close the form.

Topics

• Client Ledger