Avatar PM 2023 Update 59

• 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.
• Discharge:
• Client is discharged after 5 days from admission date. Note the discharge date.
• File Import:
• An import file is created to process the deposit entry. Ensure that the 'Date of Receipt or adjustment' is greater than discharge date. The file contains all required fields and desired optional fields. Ensure 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.

• 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.

• 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.
• Discharge:
• Client is discharged after 5-6 days from admission date. Note the discharge date.

1. Open the 'Deposit Entry' form.
2. Enter desired date that is greater than discharge date in the 'Date Of Receipt Or Adjustment' field.
3. Validate the system accepts the date outside of the episode.
4. Enter desired client in the 'Client ID' field.
5. Select the desired episode in the 'Episode Number' field.
6. Validate the 'Program Of Service' field contains the correct value.
7. Validate the 'Location' field contains the associated locations defined in the 'Program Maintenance' from for the admission program.
8. Enter the desired value in the 'Service Code' field.
9. Select the desired value in the 'Guarantor' field.
10. Enter the desired value in the 'Amount To Post' field.
11. Select the desired value in the 'Posting Code' field.
12. Click [Submit].
13. Open the 'Client Ledger' form.
14. Verify the deposit entry displays in the form correctly.
15. Close the report.
16. Close the form.