Avatar PM 2023 Update 88

• Note: This test is for agencies that use Avatar PM and have a 'Y' in the 'Enable California Billing' registry setting.
• Do not enable the registry setting ‘Setting 'Avatar PM - Billing - End Date California Billing'.
• Identify an active inpatient client that can be billed on the 837 Institutional (Client A).
• Financial Eligibility: Verify the guarantor that services will distribute to.
• Identify an active outpatient client that can be billed on the 837 Professional (Client B).
• Financial Eligibility: Verify the guarantor that services will distribute to.
• Group Registration: Identify an active group and the members within the group.
• Financial Eligibility: Verify the guarantor that services will distribute to.
• Guarantors/Payors: 'Bill Cal Billing Units' has a value of 'Yes'.
• Client Charge input:
• Create a service for Client A and Client B. Use a service date of yesterday. Note the details of the service.
• Progress Notes (Group and Individual):
• Create a note for all clients in the group. Use a service date of yesterday. Note the details of the service.
• Create Interim Billing Batch File: Create batches for Client A, Client B, and a batch for the clients it the group.
• Close Charges is used to close the charges.
• Electronic Billing:
• Create unclaimed bills for each interim back. Export the dump file because it will be used later for comparison.
• Only after completing the above items, set the registry setting ‘Setting 'Avatar PM - Billing - End Date California Billing' to contain a date value, noting that the date must be after the current date. Note the date.
• Wait one day after the date entered in the registry setting to complete testing.

1. Open ‘Electronic Billing’.
2. Using the interim batch created in setup, create an unclaimed bill for client A.
3. Export the dump file and compare it to the previous exported dump file to validate that the billing data remained the same.
4. Using the interim batch created in setup, create an unclaimed bill for client B.
5. Export the dump file and compare it to the previous exported dump file to validate that the billing data remained the same.
6. Using the interim batch created in setup, create an unclaimed bill for the group.
7. Export the dump file and compare it to the previous exported dump file to validate that the billing data remained the same.
8. Open ‘Client Charge Input’ and create services, for Clients A & B, for today’s date, using the same service details as the services created in setup.
9. Open ‘Progress Notes (Group and Individual) and create services for today’s date, using the same service details as the services created in setup.
10. Open ‘Create Interim Billing Batch and created new batches for only today’s services, for Client A, Client B, and the group clients.
11. Use ‘Close Charges’ to close the charges for the interim batches.
12. Open ‘Electronic Billing’.
13. Using the interim batch created above, create an unclaimed bill for client A.
14. Export the dump file and compare it to the previous exported dump file to validate that the billing information is correct based on the new registry setting.
15. Using the interim batch created above, create an unclaimed bill for client B.
16. Export the dump file and compare it to the previous exported dump file to validate that the billing information is correct based on the new registry setting.
17. Using the interim batch created above, create an unclaimed bill for the group clients.
18. Export the dump file and compare it to the previous exported dump file to validate that the billing information is correct based on the new registry setting.

• Note: This test is for agencies that use Avatar PM and have a 'Y' in the 'Enable California Billing' registry setting.
• Do not enable the registry setting ‘Setting 'Avatar PM - Billing - End Date California Billing'.
• Identify an active inpatient client that can be billed on the 837 Institutional (Client A).
• Financial Eligibility: Verify the guarantor that services will distribute to.
• Identify an active outpatient client that can be billed on the 837 Professional (Client B).
• Financial Eligibility: Verify the guarantor that services will distribute to.
• Group Registration: Identify an active group and the members within the group.
• Financial Eligibility: Verify the guarantor that services will distribute to.
• Guarantors/Payors: 'Bill Cal Billing Units' has a value of 'Yes'.
• Client Charge input:
• Create a service for Client A and Client B. Use a service date of yesterday. Note the details of the service.
• Progress Notes (Group and Individual):
• Create a note for all clients in the group. Use a service date of yesterday.
• Create Interim Billing Batch File: Create batches for Client A, Client B, and a batch for the clients it the group.
• Close Charges is used to close the charges.
• Print Bill:
• Create unclaimed bills for each interim back. Export the pages because they will be used later for comparison.
• Only after completing the above items, set the registry setting ‘Setting 'Avatar PM - Billing - End Date California Billing' to contain a date value, noting that the date must be after the current date. Note the date.
• Wait one day after the date entered in the registry setting to complete testing.

Open ‘Print Bill’.

Using the interim batch created in setup, create an unclaimed bill for client A.

Export the pages and compare to the previous exported pages to validate that the billing data remained the same.

Using the interim batch created in setup, create an unclaimed bill for client B.

Export the pages and compare to the previous exported pages to validate that the billing data remained the same.

Using the interim batch created in setup, create an unclaimed bill for the group.

Export the pages and compare to the previous exported pages to validate that the billing data remained the same.

Open ‘Client Charge Input’ and create services, for Clients A & B, for today’s date, using the same service details as the services created in setup.

Open ‘Progress Notes (Group and Individual) and create services for today’s date, using the same service details as the services created in setup.

Open ‘Create Interim Billing Batch and created new batches for only today’s services, for Client A, Client B, and the group clients.

Use ‘Close Charges’ to close the charges for the interim batches.

Open ‘Print Bill’.

Using the interim batch created above, create an unclaimed bill for client A.

Export the pages and compare it to the previous exported pages to validate that the billing information is correct based on the new registry setting.

Using the interim batch created above, create an unclaimed bill for client B.

Export the pages and compare it to the previous exported pages to validate that the billing information is correct based on the new registry setting.

Using the interim batch created above, create an unclaimed bill for the group clients.

Export the pages and compare it to the previous exported pages to validate that the billing information is correct based on the new registry setting.