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Avatar PM 2023 Update 71

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Product Update Form Description

The issue is resolved where the 'Program Association' field will not populate when defaulting a plan level via the 'Select Plan Level To Default' command button on the 'Customize Plan' section of the 'Financial Eligibility', 'Cross Episode Financial Eligibility' and 'Family Financial Eligibility' forms.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Financial Eligibility options - customize plan.
Functionality has been updated in ‘Financial Eligibility’, ‘Cross Episode Financial Eligibility’, and ‘Family Financial Eligibility’ to ensure all data defaults to a new plan when [Select Plan Level To Default] has been used to select a previous plan. KB0073600 v0.01
Topics
• Cross Episode Financial Eligibility • Financial Eligibility • NX
 
Acceptance Tests
AV-89489 Summary | Details
Financial Eligibility options - customize plan.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Cross Episode Financial Eligibility
  • Family Financial Eligibility
  • Financial Eligibility
  • Select Plan Level To Default
Scenario 1: Financial Eligibility options - Default Guarantor Plan into new plan level
Specific Setup:
  • Benefit Plan:
  • Identify a plan that contains values in ‘Program Association’ at a minimum.
  • Note the value for all other fields.
  • Guarantors/Payors:
  • Identify a guarantor that contains the above plan in ‘Default Guarantor Plan’ and ‘Yes in ‘Allow Customization Of Guarantor Plan’.
  • Client 1:
  • A client is identified that has a ‘Financial Eligibility’ record with the above guarantor.
  • Client 2:
  • A client is identified that has more than one episode, and a ‘Cross Episode Financial Eligibility’ record with the above guarantor.
  • Family 1:
  • A registered family has a ‘Family Financial Eligibility’ record with the above guarantor.
Steps
  1. Open ‘Financial Eligibility’ for Client 1.
  2. Select the ‘Guarantor Selection’ section.
  3. Select the guarantor from setup.
  4. Click [Edit ‘Selected Item].
  5. Select the ‘Customize Plan’ section.
  6. Click [Add New Item].
  7. Click [Select Plan Level To Default].
  8. Select the plan from setup.
  9. Validate that all data defaulted into the added item.
  10. Click [Submit].
  11. Open ‘Cross Episode Financial Eligibility’ for Client 2.
  12. Select the ‘Guarantor Selection’ section.
  13. Select the guarantor from setup.
  14. Click [Edit ‘Selected Item].
  15. Select the ‘Customize Plan’ section.
  16. Click [Add New Item].
  17. Click [Select Plan Level To Default].
  18. Select the plan from setup.
  19. Validate that all data defaulted into the added item.
  20. Click [Submit].
  21. Open ‘Family Financial Eligibility’ for the registered family.
  22. Select the ‘Guarantor Selection’ section.
  23. Select the guarantor from setup.
  24. Click [Edit ‘Selected Item].
  25. Select the ‘Customize Plan’ section.
  26. Click [Add New Item].
  27. Click [Select Plan Level To Default].
  28. Select the plan from setup.
  29. Validate that all data defaulted into the added item.
  30. Click [Submit].
Topics
• Cross Episode Financial Eligibility • Financial Eligibility • NX