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Avatar PM 2023 Update 97

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.02.01
RADplus 2023 Monthly Release 2023.02.01

Product Update Description

The registry setting 'Use Compile Date as Posting Date for Roll-Up Component Services' is added.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Compile/Edit/Post/Unpost Roll-Up Services Worklist
A new registry setting, 'Use Compile Date as Posting Date for Roll-Up Component Services', is added which allows the user to determine the 'Posting Date' value.
Value Added: Compile/Edit/Post/Unpost Roll-Up Services Worklist has improved functionality for the posting date field.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • NX • Roll-Up Services Definition
 
Acceptance Tests
AV-79997 Summary | Details
Compile/Edit/Post/Unpost Roll-Up Services Worklist
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Charge Input
  • Client Ledger
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
  • Financial Eligibility
  • Registry Settings (PM)
  • Roll-Up Services Definition
Scenario 1: Compile/Edit/Post/Unpost Roll-Up Services Worklist - Unpost Selected Roll-Up Services
Specific Setup:
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist:
  • A minimum of two Roll-Up Services Worklists have been posted, containing a minimum of two clients.
  • Note the 'Roll-Up Posting Date', 'Roll-Up Dates of Service' and the client IDs.
  • Use ‘Client Ledger’ to validate that the rill-up service was created.
Steps
  1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
  2. Select the ‘Unpost Selected Roll-Up Services’ section.
  3. Select desired value in ‘Select By Posting Date or Date of Service’.
  4. Enter desired value in ‘From Date’.
  5. Enter desired value in ‘To Date’.
  6. Select ‘Individual Client’ in ‘All or Individual Client’.
  7. Select the desired 'Client'.
  8. Select desired ‘Roll-Up Worklists’.
  9. Click [Select Roll-Ups to Unpost].
  10. Select desired rows in the ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’ grid.
  11. Click [Save].
  12. Click [Unpost Roll-Ups].
  13. Click [OK].
  14. Validate the date in the report and close the report.
  15. Close the form.
  16. Open ‘Client Ledger’.
  17. Process the ledger for the date range of the rolled-up services and the client that was selected to be unposted.
  18. Validate that the services are not rolled-up.
  19. Close the report.
  20. Process the ledger for the date range of the rolled-up services and the client that was not selected to be unposted.
  21. Validate that the services are rolled-up.
  22. Close the report.
  23. Close the form.
Scenario 2: Registry Setting - Allow Roll-Up Rule Selection During Compile - Single and Group Roll-Ups
Specific Setup:
  • Registry Setting: Allow Roll-Up Rule Selection During Compile has a value of ‘172’.
  • This value indicates that the option to select either individual or group 'Roll-Up Services Definitions' will be included on the form.
  • When an individual definition is selected the user will be unable to select a group definition, or when a group definition is selected the user will be unable to select an individual definition.
  • Roll-Up Services Definition:
  • At a minimum, two single and two group roll-up definitions exist. Note the component service codes and any requirements.
  • In the group definitions:
  • If 'No' is selected, each roll-up rule is compiled in the specified order of execution, then the entire compile is posted. This is the default behavior for roll-up processing.
  • If 'Yes' is selected, each roll-up rule is compiled and posted in order of execution before the next roll-up rule is compiled.
  • At a minimum, services that meet a single roll-up definition, and services that will meet a group definition, exist for a minimum of one client. Note the client ID. Note the dates of service.
Steps
  1. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
  2. Verify that the fields ‘Roll-Up Definitions’ and ‘Roll-Up Group’ are enabled.
  3. Enter the desired ‘From Date’ and ‘To Date’.
  4. Select a value in ‘Roll-Up Definitions’.
  5. Validate that no value can be selected in ‘Roll-Up Group’.
  6. Click [Compile Worklist].
  7. Click [OK].
  8. Select the ‘Post Roll-Up Services Worklist’ section.
  9. Select the desired ‘Through Date’.
  10. Select the desired 'Write Off Posting Code’.
  11. Click [Post Worklist].
  12. Click [OK].
  13. Close the form.
  14. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
  15. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
  16. Close the report.
  17. Close the form.
  18. Open ‘Compile/Edit/Post/Unpost Roll-Up Services Worklist’.
  19. Enter the desired ‘From Date’ and ‘To Date’.
  20. Select a value in ‘Roll-Up Group’.
  21. Validate that no value can be selected in ‘Roll-Up Definitions’.
  22. Click [Compile Worklist].
  23. Click [OK].
  24. If the group definition is set to roll-up the definition individually, the compile will be posted.
  25. If the group definition is not set to roll-up the definition individually, the compile will not be posted. Post the compile.
  26. Close the form.
  27. Open ‘Client Ledger’ for the desired client and date range. Select ‘Simple’ in the ‘Ledger Type’
  28. Click [Process] and validate that the services for the rules within the rule group have the value of ‘Roll-Up’ in ‘CLAIM NUMBER’. Validate that the service created from the roll-up process has a value of ‘OPEN’ in ‘CLAIM NUMBER’.
  29. Close the report.
  30. Close the form.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist • NX • Roll-Up Services Definition