Avatar PM 2023 Update 66

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Product Requirements / Recommendations

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Product Update Form Description

The following issues are resolved: 1)More than one error message may be generated for a 837 Professional Bill on form 'Quick Billing 837 Error Report'. 2)Form 'Quick Billing 837 Error Report' provides a less detailed ErrorMsg for 837 Institutional bill as compared to a 837 Professional bill.

Included Updates

10, 57, 62

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-81668 Details \| User Acceptance Tests Quick Billing - 837 Error Report Functionality for the Quick Billing - 837 Error Reports has been modified to report only one error for a missing diagnosis in the 837 Professional report, and to update the message in the 837 Institutional report. KB0073562 v0.01 Value Added: Improved error reporting for a missing diagnosis record.	Topics • NX • Quick Billing

Acceptance Tests

AV-81668 Summary | Details

Quick Billing - 837 Error Report

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

Admission (Outpatient)
Client Charge Input
Crystal Report Viewer
Financial Eligibility
Quick Billing
Quick Billing Rule Definition

Scenario 1: Quick Billing 837 Error Report form

Specific Setup:

Quick Billing Rule Definition:
Rule 1:
A definition is defined with a value of ‘837 Professional’ in ‘Billing Form'.
Note the 'Rule Description'.
Note the values in definition that would allow for a client/service to be selected for the rule.
Rule 2: An identical rule exists except the value of ‘Billing Form' is '837 Institutional'.
Client A:
Identify a client that has unclaimed services that would be selected for the rule based on the field values. Note the dates of service.
The client does not have a 'Diagnosis' record.

Steps

Open ‘Quick Billing’.
Select ‘Add New’ in ‘Add New Or Edit Existing Quick Billing Batch’.
Enter the ‘First Date Of Service To Include’.
Enter the ‘Last Date Of Service To Include’.
Select the ‘Rule 1’ in ‘Billing Rule To Execute’.
Select ‘Create Batch’, ‘Close Charges’, and ‘Generate Bills’ in ‘Quick Billing Tasks to Execute’.
Enter a ‘Date Of Claim’.
Click [Submit].
Validate that the ‘Compile Complete’ dialog contains ‘Errors Found’.
Click [OK].
Click [Yes].
Select ‘Edit Existing’ in ‘Add New Or Edit Existing Quick Billing Batch’.
Select the ‘File’ that was created with the errors.
Click [Print 837 Report].
Validate that the ‘Required Data Missing: Subscriber and/or Patient Name Data’ link is enabled.
Click the link.
Validate that the error message contains ‘No Diagnosis Information Found’.
Close the report.
Select ‘Add New’ in ‘Add New Or Edit Existing Quick Billing Batch’.
Enter the ‘First Date Of Service To Include’.
Enter the ‘Last Date Of Service To Include’.
Select the ‘Rule 2’ in ‘Billing Rule To Execute’.
Select ‘Create Batch’, ‘Close Charges’, and ‘Generate Bills’ in ‘Quick Billing Tasks to Execute’.
Enter a ‘Date Of Claim’.
Click [Submit].
Validate that the ‘Compile Complete’ dialog contains ‘Errors Found’.
Click [OK].
Click [Yes].
Select ‘Edit Existing’ in ‘Add New Or Edit Existing Quick Billing Batch’.
Select the ‘File’ that was created with the errors.
Click [Print 837 Report].
Validate that the ‘Required Data Missing: Patient Claim Data’ link is enabled.
Click the link.
Validate that the error message contains ‘No Diagnosis Information Found for Service’ and provides service description and date.
Close the report.
Close the form.

Topics

• NX • Quick Billing