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Avatar PM 2023 Update 94

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Product Requirements and Recommendations

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Recommended Update Level

Avatar PM 2023 Monthly Release 2023.02.01
RADplus 2023 Monthly Release 2023.02.01

Product Update Description

The following enhancements are made to the AR Console: 1) The 'Allow 'Copy Note' from one client to another' field is added to the 'AR Console User Defaults Setup' form. Under current functionality, a user can only copy a 'Claim Follow-Up Note' to claims for the same client. When this new field is set to "Yes" for a given user, they will be able to copy a 'Claim Follow-Up Note' to claims for other clients as well. 2) The 'Maximum Number of Claims to Return in Search' field is added to the 'AR Console Configuration' form. This enables the number of claims returned for a search in the AR Console to be configurable. 3) The 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated 'AR Console Follow-Up Created' notes in search results' and 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated '835 Remittance' notes in search results' fields are added to the 'AR Console Configuration' form. Setting either to "No" causes system-generated follow-up notes of the respective type to not be recognized as an existing follow-up for the purposes of the 'Claim Follow-Up Record Exists' filter.

Required Updates

None

Included Updates

10, 17, 21, 25, 35, 39, 44, 57, 62, 63, 66, 67, 73, 76, 77, 78, 79, 85, 88, 89, 93

Details
NEW3 CHANGED0 FIXED0
New (3)
Accounts Receivable Console - AR Console Configuration
A new field, 'Maximum Number of Claims to Return in Search' is added to the form. The field will accept values between 50 and 999,999,999.
Value Added: The ability to display more or less than 100 claims in the widget is added.
Topics
• Accounts Receivable Management
 
Accounts Receivable Console - AR Console User Defaults Setup
A new field, 'Allow 'Copy Note' from one client to another' field is added to the form. When this new field is set to "Yes" for a given user, they will be able to copy a 'Claim Follow-Up Note' to claims for other clients.
Value Added: Additional functionality for copying notes.
Topics
• Accounts Receivable Management
 
Accounts Receivable Console - AR Console Configuration
The 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated 'AR Console Follow-Up Created' notes in search results' and 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated '835 Remittance' notes in search results' fields are added to the 'AR Console Configuration' form. Setting either to "No" causes system-generated follow-up notes of the respective type to not be recognized as an existing follow-up for the purposes of the 'Claim Follow-Up Record Exists' filter.
Value Added: Additional functionality is added for Claim Follow Up records.
Topics
• Accounts Receivable Management • NX
 
Acceptance Tests
AV-89800 Summary | Details
Accounts Receivable Console - AR Console Configuration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Console Configuration
  • System Task Scheduler
  • AR Console User Defaults Setup
Scenario 1: PM - AR Console Configuration - field validation
Specific Setup:
  • The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console Configuration.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console User Defaults Setup.
  • The 'Accounts Receivable Console' widget is on the tester's homeview.
  • Financial Class 1: note all guarantors associated to the class.
  • Financial Class 2: note all guarantors associated to the class.
  • Financial Class 3: note all guarantors associated to the class.
  • Financial Class 4: note all guarantors associated to the class.
  • A client has a claim that was created in 'Print Bill' for a guarantor in Financial Class 3. Note the claim number.
Steps
  1. Open 'AR Console Configuration'.
  2. Select any value in 'Default Managed Care Authorization Form to Display'. Note the selected value.
  3. Select any value in 'Include AR Data from All Sub System Codes'. Note the selected value.
  4. Enter the desired value in 'AR Auto Batch Number of Days Prior to Current Date to Include'. The maximum allowable value is 1460, which represents four years. Note the value entered.
  5. Select 'Financial Class 1' and 'Financial Class 2' in 'Exclude Financial Class(es) from AR Console'.
  6. Note that access to the excluded financial classes and the associated guarantors will be immediately removed from 'AR Console User Defaults Setup' upon submission of the form.
  7. Note that access to the excluded financial classes and the associated guarantors will be removed from the ‘Accounts Receivable Console’ form after submission, when the ‘System Task Scheduler’, ‘Auto AR Batch Update Task’ is processed and the user signs in.
  8. Select 'Yes' in 'Allow Re-bill Assignment of Paper Claims'.
  9. Select desired value in 'Maximum Number of Claims to Return in Search'.
  10. Select desired value in 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated 'AR Console Follow-Up Created'. Note: Selecting 'No' causes system-generated follow-up notes to not be recognized as an existing follow-up for the purposes of the 'Claim Follow-Up Record Exists' filter.
  11. Select desired value in 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated '835 Remittance' notes in search results'. Note: Selecting 'No' causes system-generated follow-up notes to not be recognized as an existing follow-up for the purposes of the 'Claim Follow-Up Record Exists' filter.
  12. Click [Submit].
  13. Open 'AR Console Configuration'.
  14. Validate the 'Default Managed Care Authorization Form to Display' value.
  15. Validate the 'Include AR Data from All Sub System Codes' value.
  16. Validate the 'AR Auto Batch Number of Days Prior to Current Date to Include' value.
  17. Validate the 'Exclude Financial Class(es) from AR Console' values.
  18. Validate the 'Allow Re-bill Assignment of Paper Claims' value.
  19. Validate the 'Maximum Number of Claims to Return in Search' value.
  20. Validate the 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated 'AR Console Follow-Up Created'.
  21. Validate the 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated '835 Remittance' notes in search results'.
  22. Close the form.
  23. Open 'AR Console User Defaults Setup'.
  24. Validate that the excluded financial class and the associated guarantors no longer display in the form. Give the tester access to Financial Class 3 and Financial Class 4, and all associated guarantors.
  25. Process the ‘System Task Scheduler’, ‘Auto AR Batch Update Task’.
  26. Sign out and back in.
  27. Validate that the excluded financial class and the associated guarantors no longer display in the 'Accounts Receivable Console'.
  28. Validate that the tester has access to Financial Class 3 and Financial Class 4, and all associated guarantors in the 'Accounts Receivable Console'.
  29. Enter the 'Client' from 'SETUP'.
  30. Select 'No' in 'Claim Follow-Up Records Exist'.
  31. Click [Search].
  32. Select the claim in the 'Claims with Outstanding Receivables' grid.
  33. Click [Add/Claim Follow-Up Note].
  34. Click [OK].
  35. Set the section to 'Claim Follow-Up Entry'.
  36. Validate the claim number in the 'Services' grid.
  37. Enter the desired value in 'Payer ICN #'. Note the value.
  38. Enter the desired value in 'Claim Submission Reason Code'. Note the value.
  39. Click [File Updates].
  40. Set the section to 'AR List'.
  41. Select 'Yes' in 'Claim Follow-Up Records Exist'.
  42. Click [Search].
  43. Select the claim in the 'Claims with Outstanding Receivables' grid.
  44. Click [Add/Claim Follow-Up Note].
  45. Verify the value in 'Payer ICN #'.
  46. Verify the value in 'Claim Submission Reason Code'.
Scenario 2: AR Console User Defaults Setup - field validation
Specific Setup:
  • The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
  • User Definition has been used to give the signed in user access to the form: Avatar PM / Billing / AR Management / AR Console User Defaults Setup.
  • View Definition / NX View Definition has been used to place the widget on the tester's home view.
  • Note the ID of at least two more users.
  • Guarantors/Payor: Multiple guarantors exist that contain different 'Financial Classes'.
  • AR Console Configuration: At least one 'Financial Class' is selected in 'Exclude Financial Class(es) from AR Console'.
  • System Task Scheduler:
  • The 'Auto AR Batch Update' was processed after the claims were created.
Steps
  1. Open ‘AR Console User Defaults Setup’.
  2. Click ‘New Row’ and add a row for the signed in user, or if the signed in user exists in a row select the row.
  3. Click ‘All’ in the following fields: ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’ and ‘Client Last Name Initials to be Worked’.
  4. Add desired value to ‘Aged Over # Days’. Note the value.
  5. Add desired value to 'Allow 'Copy Note' from one client to another'.
  6. Click ‘New Row’ and add a row for the first additional user from ‘Setup’, or if the user exists in a row select the row.
  7. Select desired values in ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’, ‘Client Last Name Initials to be Worked’, and ‘Aged Over # Days’.
  8. Note the values of each field.
  9. Click ‘New Row’ and add a row for the second additional user from ‘Setup’, or if the user exists in a row select the row.
  10. Select desired values in ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’, ‘Client Last Name Initials to be Worked’, ‘Aged Over # Days’ and 'Allow 'Copy Note' from one client to another'.
  11. Note the values of each field.
  12. Click [Submit].
  13. Open ‘AR Console User Defaults Setup’.
  14. Select the row for the signed in user.
  15. Validate that the following fields have every available item in the checklist selected: ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’ and ‘Client Last Name Initials to be Worked’.
  16. Verify that ‘Aged Over # Days' contains the value entered above.
  17. Deselect one or more items in 'Financial Class(es)'.
  18. Select the row for the first additional user.
  19. Validate that the values that were submitted were retained.
  20. Select the row for the second additional user.
  21. Validate that the values that were submitted were retained.
  22. Click [Submit].
  23. Open ‘AR Console User Defaults Setup’.
  24. Select the row for the signed in user.
  25. Verify that the ‘Financial Class(es)’ does not contain the deselected items.
  26. Open the 'Account Receivable Console' widget for the signed in user.
  27. Verify that the ‘Financial Class(es)’ does not contain the deselected items.
  28. Close the widget.
Topics
• Accounts Receivable Management
AV-89801 Summary | Details
Accounts Receivable Console - AR Console User Defaults Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Console Configuration
  • System Task Scheduler
  • AR Console User Defaults Setup
Scenario 1: PM - AR Console Configuration - field validation
Specific Setup:
  • The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console Configuration.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console User Defaults Setup.
  • The 'Accounts Receivable Console' widget is on the tester's homeview.
  • Financial Class 1: note all guarantors associated to the class.
  • Financial Class 2: note all guarantors associated to the class.
  • Financial Class 3: note all guarantors associated to the class.
  • Financial Class 4: note all guarantors associated to the class.
  • A client has a claim that was created in 'Print Bill' for a guarantor in Financial Class 3. Note the claim number.
Steps
  1. Open 'AR Console Configuration'.
  2. Select any value in 'Default Managed Care Authorization Form to Display'. Note the selected value.
  3. Select any value in 'Include AR Data from All Sub System Codes'. Note the selected value.
  4. Enter the desired value in 'AR Auto Batch Number of Days Prior to Current Date to Include'. The maximum allowable value is 1460, which represents four years. Note the value entered.
  5. Select 'Financial Class 1' and 'Financial Class 2' in 'Exclude Financial Class(es) from AR Console'.
  6. Note that access to the excluded financial classes and the associated guarantors will be immediately removed from 'AR Console User Defaults Setup' upon submission of the form.
  7. Note that access to the excluded financial classes and the associated guarantors will be removed from the ‘Accounts Receivable Console’ form after submission, when the ‘System Task Scheduler’, ‘Auto AR Batch Update Task’ is processed and the user signs in.
  8. Select 'Yes' in 'Allow Re-bill Assignment of Paper Claims'.
  9. Select desired value in 'Maximum Number of Claims to Return in Search'.
  10. Select desired value in 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated 'AR Console Follow-Up Created'. Note: Selecting 'No' causes system-generated follow-up notes to not be recognized as an existing follow-up for the purposes of the 'Claim Follow-Up Record Exists' filter.
  11. Select desired value in 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated '835 Remittance' notes in search results'. Note: Selecting 'No' causes system-generated follow-up notes to not be recognized as an existing follow-up for the purposes of the 'Claim Follow-Up Record Exists' filter.
  12. Click [Submit].
  13. Open 'AR Console Configuration'.
  14. Validate the 'Default Managed Care Authorization Form to Display' value.
  15. Validate the 'Include AR Data from All Sub System Codes' value.
  16. Validate the 'AR Auto Batch Number of Days Prior to Current Date to Include' value.
  17. Validate the 'Exclude Financial Class(es) from AR Console' values.
  18. Validate the 'Allow Re-bill Assignment of Paper Claims' value.
  19. Validate the 'Maximum Number of Claims to Return in Search' value.
  20. Validate the 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated 'AR Console Follow-Up Created'.
  21. Validate the 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated '835 Remittance' notes in search results'.
  22. Close the form.
  23. Open 'AR Console User Defaults Setup'.
  24. Validate that the excluded financial class and the associated guarantors no longer display in the form. Give the tester access to Financial Class 3 and Financial Class 4, and all associated guarantors.
  25. Process the ‘System Task Scheduler’, ‘Auto AR Batch Update Task’.
  26. Sign out and back in.
  27. Validate that the excluded financial class and the associated guarantors no longer display in the 'Accounts Receivable Console'.
  28. Validate that the tester has access to Financial Class 3 and Financial Class 4, and all associated guarantors in the 'Accounts Receivable Console'.
  29. Enter the 'Client' from 'SETUP'.
  30. Select 'No' in 'Claim Follow-Up Records Exist'.
  31. Click [Search].
  32. Select the claim in the 'Claims with Outstanding Receivables' grid.
  33. Click [Add/Claim Follow-Up Note].
  34. Click [OK].
  35. Set the section to 'Claim Follow-Up Entry'.
  36. Validate the claim number in the 'Services' grid.
  37. Enter the desired value in 'Payer ICN #'. Note the value.
  38. Enter the desired value in 'Claim Submission Reason Code'. Note the value.
  39. Click [File Updates].
  40. Set the section to 'AR List'.
  41. Select 'Yes' in 'Claim Follow-Up Records Exist'.
  42. Click [Search].
  43. Select the claim in the 'Claims with Outstanding Receivables' grid.
  44. Click [Add/Claim Follow-Up Note].
  45. Verify the value in 'Payer ICN #'.
  46. Verify the value in 'Claim Submission Reason Code'.
Scenario 2: AR Console User Defaults Setup - field validation
Specific Setup:
  • The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
  • User Definition has been used to give the signed in user access to the form: Avatar PM / Billing / AR Management / AR Console User Defaults Setup.
  • View Definition / NX View Definition has been used to place the widget on the tester's home view.
  • Note the ID of at least two more users.
  • Guarantors/Payor: Multiple guarantors exist that contain different 'Financial Classes'.
  • AR Console Configuration: At least one 'Financial Class' is selected in 'Exclude Financial Class(es) from AR Console'.
  • System Task Scheduler:
  • The 'Auto AR Batch Update' was processed after the claims were created.
Steps
  1. Open ‘AR Console User Defaults Setup’.
  2. Click ‘New Row’ and add a row for the signed in user, or if the signed in user exists in a row select the row.
  3. Click ‘All’ in the following fields: ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’ and ‘Client Last Name Initials to be Worked’.
  4. Add desired value to ‘Aged Over # Days’. Note the value.
  5. Add desired value to 'Allow 'Copy Note' from one client to another'.
  6. Click ‘New Row’ and add a row for the first additional user from ‘Setup’, or if the user exists in a row select the row.
  7. Select desired values in ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’, ‘Client Last Name Initials to be Worked’, and ‘Aged Over # Days’.
  8. Note the values of each field.
  9. Click ‘New Row’ and add a row for the second additional user from ‘Setup’, or if the user exists in a row select the row.
  10. Select desired values in ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’, ‘Client Last Name Initials to be Worked’, ‘Aged Over # Days’ and 'Allow 'Copy Note' from one client to another'.
  11. Note the values of each field.
  12. Click [Submit].
  13. Open ‘AR Console User Defaults Setup’.
  14. Select the row for the signed in user.
  15. Validate that the following fields have every available item in the checklist selected: ‘Financial Class(es)’, ‘Guarantor(s)’, ‘Treatment Setting(s)’ ‘Program(s)’ and ‘Client Last Name Initials to be Worked’.
  16. Verify that ‘Aged Over # Days' contains the value entered above.
  17. Deselect one or more items in 'Financial Class(es)'.
  18. Select the row for the first additional user.
  19. Validate that the values that were submitted were retained.
  20. Select the row for the second additional user.
  21. Validate that the values that were submitted were retained.
  22. Click [Submit].
  23. Open ‘AR Console User Defaults Setup’.
  24. Select the row for the signed in user.
  25. Verify that the ‘Financial Class(es)’ does not contain the deselected items.
  26. Open the 'Account Receivable Console' widget for the signed in user.
  27. Verify that the ‘Financial Class(es)’ does not contain the deselected items.
  28. Close the widget.
Scenario 3: Account Receivable Console - Copy Claim Follow-Up/Notes
Specific Setup:
  • Guarantors/Payors:
  • Guarantor 1: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields contain an '&'.
  • Guarantor 2: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields do not contain an '&’.
  • Clients:
  • Client A: Has a minimum of two outstanding claims for Guarantor 1. Note the client’s last name and the program.
  • Client B: Has a minimum of two outstanding claims for Guarantor 2. Note the client’s last name and the program.
  • Tester has access to the AR Console.
  • AR Console User Defaults Setup:
  • Tester has been given access to both Guarantors/Payors, the client’s last name initials, and the client programs.
  • 'Allow 'Copy Note' from one client to another' has a value of 'Yes',
  • System Task Scheduler:
  • The 'Auto AR Batch Update' was processed after the claims were created.
Steps
  1. Open the ‘Account Receivable Console’ widget.
  2. Validate that the ‘Guarantor’ field contains the selected guarantors, including the guarantor with the ‘&’ in the 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup'
  3. Enter the ‘Client ID for Client A.
  4. Click [Search].
  5. Select a minimum of two clients, and two or more claims per client, in the ‘Claims with Outstanding Receivables’ gird.
  6. Click [Add Claim Follow-Up/Note].
  7. Validate the claim number in ‘Claim Follow-Up’ and note the client.
  8. Go to the Follow-Up Notes’ section.
  9. Validate the note created by the AR Console exists.
  10. Click [New Row].
  11. Enter desired ‘Follow-Up Date’, ‘Comments’ and any other desired data.
  12. Click [File Updates].
  13. Click [OK].
  14. Select the row that was added above.
  15. Click [Copy Note].
  16. Select the client/claim to copy the note to in ‘Copy Follow-Up Note’.
  17. Click [Save].
  18. Select the claim number in ‘Claim Follow-Up’ that was selected in ‘Copy Follow-Up Note’.
  19. Validate that the copy note, and the note created by the AR Console exist in ‘Claim Follow-Up’.
  20. Select the ‘AR List’ section.
  21. Repeat steps 3 - 20 for Client B.
  22. Close the widget.
Topics
• Accounts Receivable Management
AV-89804 Summary | Details
Accounts Receivable Console - AR Console Configuration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • AR Console Configuration
  • AR Console User Defaults Setup
  • Claim Adjustment Group/Reason Code Definition
  • Crystal Report Viewer
  • Diagnosis
  • Electronic Billing
  • Financial Eligibility
  • System Task Scheduler
Scenario 1: Accounts Receivable Console -• Allow 'Claim Follow-Up Record Exists' filter to include system-generated '835 Remittance' notes in search results'.
Specific Setup:
  • AR Console Configuration:
  • Select any value in 'Default Managed Care Authorization Form to Display'. Note the selected value.
  • Select any value in 'Include AR Data from All Sub System Codes'. Note the selected value.
  • Enter the desired value in 'AR Auto Batch Number of Days Prior to Current Date to Include'. The maximum allowable value is 1460, which represents four years. Note the value entered.
  • Select 'Financial Class 1' and 'Financial Class 2' in 'Exclude Financial Class(es) from AR Console'.
  • Note that access to the excluded financial classes and the associated guarantors will be immediately removed from 'AR Console User Defaults Setup' upon submission of the form.
  • Note that access to the excluded financial classes and the associated guarantors will be removed from the ‘Accounts Receivable Console’ form after submission, when the ‘System Task Scheduler’, ‘Auto AR Batch Update Task’ is processed and the user signs in.
  • Select 'Yes' in 'Allow Re-bill Assignment of Paper Claims'.
  • Select desired value in 'Maximum Number of Claims to Return in Search'.
  • Select desired value in 'Allow 'Claim Follow-Up Record Exists' filter to include system-generated 'AR Console Follow-Up Created'.
  • Allow 'Claim Follow-Up Record Exists' filter to include system-generated '835 Remittance' notes in search results'.
  • Note the information directly following this applies to both prompts:
  • Note: Selecting 'Yes' (or leaving it blank) will cause follow-ups of the indicated 'type' to behave according to existing functionality, meaning the 'Claim Follow-Up Record Exists' filter in the widget will determine if records are returned in the search results.
  • If 'Yes' is selected in the 'Claim Follow-Up Record Exists' filter in the widget, only claims that have other types of follow-up notes recorded, whether or not they also have 'AR Console Follow-Up Created' follow-up notes recorded are returned in the search results.
  • If' 'No' is selected in the 'Claim Follow-Up Record Exists' filter in the widget, claims that have no follow-up notes are returned in the search results.
  • Note: Selecting 'No' causes system-generated follow-up notes to not be recognized as an existing follow-up for the purposes of the 'Claim Follow-Up Record Exists' filter. This occurs even if there is a note in the record.
  • If 'Yes' is selected in the 'Claim Follow-Up Record Exists' filter in the widget, only claims that have other types of follow-up notes recorded, whether or not they also have 'AR Console Follow-Up Created' follow-up notes recorded are returned in the search results.
  • If' 'No' is selected in the 'Claim Follow-Up Record Exists' filter in the widget, claims that have no follow-up notes or claims that only have 'AR Console Follow-Up Created' follow-up notes are returned in the search results.
  • AR Console User Defaults Setup exists for the signed in tester.
  • The 'Auto AR Batch Update' option has been processed in the 'System Task Scheduler' form.
  • Claims exist that were partially paid or fully denied in a posted 835 file.
  • Note the client/claim numbers.
Steps
  1. Access the ‘Accounts Receivable Console’ widget.
  2. Enter a value in ‘Claim #’ and/or ‘Client’.
  3. Select desired value in ‘Claim Follow-Up Record Exists’.
  4. Click [Search].
  5. Validate that the appropriate claims are returned in the ‘Claims with Outstanding Receivables’ grid based on the information provided in ‘Setup’.
  6. Select one or more claims in the grid.
  7. Click [Add Claim Follow-Up Notes].
  8. Validate the claim(s) information in the ‘Claim Follow-Up Entry’ section.
  9. Go to the ‘Follow-Up Notes’ section.
  10. Validate existing follow-up notes.
  11. If desired create a new row and add a new note.
  12. Click [File Updates].
  13. Return to the ‘AR List’ section.
  14. Change the value in’ Claim Follow-Up Record Exists’ and repeat the steps above.
Scenario 2: Account Receivable Console - Copy Claim Follow-Up/Notes
Specific Setup:
  • Guarantors/Payors:
  • Guarantor 1: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields contain an '&'.
  • Guarantor 2: The 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup' fields do not contain an '&’.
  • Clients:
  • Client A: Has a minimum of two outstanding claims for Guarantor 1. Note the client’s last name and the program.
  • Client B: Has a minimum of two outstanding claims for Guarantor 2. Note the client’s last name and the program.
  • Tester has access to the AR Console.
  • AR Console User Defaults Setup:
  • Tester has been given access to both Guarantors/Payors, the client’s last name initials, and the client programs.
  • 'Allow 'Copy Note' from one client to another' has a value of 'Yes',
  • System Task Scheduler:
  • The 'Auto AR Batch Update' was processed after the claims were created.
Steps
  1. Open the ‘Account Receivable Console’ widget.
  2. Validate that the ‘Guarantor’ field contains the selected guarantors, including the guarantor with the ‘&’ in the 'Guarantor Name' & the 'Guarantor Name For Alpha Lookup'
  3. Enter the ‘Client ID for Client A.
  4. Click [Search].
  5. Select a minimum of two clients, and two or more claims per client, in the ‘Claims with Outstanding Receivables’ gird.
  6. Click [Add Claim Follow-Up/Note].
  7. Validate the claim number in ‘Claim Follow-Up’ and note the client.
  8. Go to the Follow-Up Notes’ section.
  9. Validate the note created by the AR Console exists.
  10. Click [New Row].
  11. Enter desired ‘Follow-Up Date’, ‘Comments’ and any other desired data.
  12. Click [File Updates].
  13. Click [OK].
  14. Select the row that was added above.
  15. Click [Copy Note].
  16. Select the client/claim to copy the note to in ‘Copy Follow-Up Note’.
  17. Click [Save].
  18. Select the claim number in ‘Claim Follow-Up’ that was selected in ‘Copy Follow-Up Note’.
  19. Validate that the copy note, and the note created by the AR Console exist in ‘Claim Follow-Up’.
  20. Select the ‘AR List’ section.
  21. Repeat steps 3 - 20 for Client B.
  22. Close the widget.
Scenario 3: AR Console - Validating follow-up entry and services tables for the client/claim selected
Specific Setup:
  • Note the tester's 'User Definition', 'User Description'.
  • Registry Setting:
  • Set the 'Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality' registry setting to "Yes".
  • Accounts Receivable functionality has been defined.
  • Guarantors/Payors:
  • An existing guarantor is identified to be used. Note the guarantor code/name.
  • Service codes:
  • An existing service code is identified to be used. Note the service code/description.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for the service code identified in the ' Service Codes' form.
  • Admission:
  • An existing client is identified or a new client is admitted. Note client id, admission program, admission date.
  • Financial Eligibility:
  • A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
  • Recurring Client Charge Input:
  • 3-5 services are rendered to the client. Note service date, service code.
  • Client Ledger:
  • The service distributed correctly to the assigned guarantor.
  • Electronic Billing:
  • All the services are claimed. Note the claim numbers.
  • Use ‘AR Console User Defaults’ to give the tester access to the following:
  • First initial of the client's last name.
  • Admission program
  • Guarantor the claim liability distributed to.
  • Use ‘System Task Scheduler’ to process the ‘Auto AR Batch’ after the claims were created.
  • AR Console:
  • A claim follow up note is created for the first service of the client. Note the information of the claim follow-up note.
Steps
  1. Access the ‘AR Console’.
  2. Enter desired client in the ‘Client' search box.
  3. Select a client identified in the setup section.
  4. Click [Search].
  5. Validate all the claims for the client are displayed in the ‘Claims with Outstanding Receivables’ grid.
  6. Select one claim row, noting the claim number.
  7. Validate the 'Claim Service Information' table displays all the services of the client / claim selected.
  8. Click [Add Claim Follow-Up/Notes].
  9. Validate the user is navigated to the 'Claim Follow-Up Entry' tab.
  10. Validate the 'Client' drop down field is populated with the selected client.
  11. Validate that ‘Claim Follow-Up’ drop down field contains the selected claim number.
  12. Validate the 'Services' table displays all the services attached to the client/claim selected.
  13. Validate the 'Follow-Up Notes' table contains any follow-up note created for the client/claim selected.
  14. Click [New row].
  15. Add another follow-up note for the client/claim.
  16. Click [File Updates].
  17. Go back to 'AR List' tab.
  18. Click [Reset Defaults].
  19. Enter desired client in the ‘Client' search box.
  20. Select a client identified in the setup section.
  21. Click [Search].
  22. Validate all the claims for the client are displayed in the ‘Claims with Outstanding Receivables’ grid.
  23. Select one claim row, noting the claim number.
  24. Validate the 'Claim Service Information' table displays all the services of the client / claim selected.
  25. Click [Add Claim Follow-Up/Notes].
  26. Validate the user is navigated to the 'Claim Follow-Up Entry' tab.
  27. Validate the 'Client' drop down field is populated with the selected client.
  28. Validate that ‘Claim Follow-Up’ drop down field contains the selected claim number.
  29. Validate the 'Services' table displays all the services attached to the client/claim selected.
  30. Validate the 'Follow-Up Notes' table contains all the follow-up notes created for the client/claim selected.
Topics
• Accounts Receivable Management • NX
Table Changes

Table|Column|Change --|-|- SYSTEM.ar_console_user_defaults SYSTEM.ar_console_config SYSTEM.ar_auto_batch