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Avatar PM 2023 Update 98

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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 new field 'Always Allow Overbooking' is added to the 'Service Codes' form. The 'Service Code Upload Process' form is updated accordingly. Please note: If no custom modifications were made, form designer changes will also be applied to the 'Service Codes' form.

Required Updates

None

Included Updates

10, 17, 18, 21, 25, 35, 39, 44, 56, 57, 62, 63, 66, 67, 72, 73, 76, 77, 78, 79, 85, 88, 89, 93, 94, 96

Details
NEW1 CHANGED0 FIXED0
New (1)
'Service Codes' Form - 'Always Allow Overbooking' field
The 'Always Allow Overbooking' field is added to the 'Service Codes' form. The 'Service Code Upload Process' form is updated accordingly.
Value Added: Support for Clinic Hours and Waiting Room functionalities.
Topics
• Service Code Upload Process • Service Codes
 
Acceptance Tests
AV-86523 Summary | Details
'Service Codes' Form - 'Always Allow Overbooking' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • Service Code Upload Accepted Codes
  • Service Code Upload Process
  • Service Code Upload Rejected Codes
  • Service Codes
Scenario 1: 'Service Codes' - Add a Provider Only Service Code
Specific Setup:
  • Must have access to Crystal Reports or other SQL Reporting Tool.
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" in the 'Add New Or Edit Existing' field.
  3. Validate the 'Clinic Hours' field is displayed and disabled.
  4. Validate the 'Always Allow Overbooking' field is displayed and disabled.
  5. Populate the required and desired fields.
  6. Select "Provider" in the 'Service Required By' field.
  7. Validate the 'Clinic Hours' and 'Always Allow Overbooking' fields are now enabled. Note: These fields will only be enabled when "Provider" is selected in the 'Service Required By' field.
  8. Select "Yes" in the 'Clinic Hours' field.
  9. Select "Yes" in the 'Always Allow Overbooking' field.
  10. Click [Submit].
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.billing_tx_master_table' SQL table.
  13. Validate a row is displayed for the service code filed in the previous steps.
  14. Validate the 'clinic_hours_code' field contains "Y".
  15. Validate the 'clinic_hours_value' field contains "Yes".
  16. Validate the 'alwoverbook_code' field contains "Y".
  17. Validate the 'alwoverbook_value' field contains "Yes".
  18. Access the 'Service Codes' form.
  19. Select "Edit" in the 'Add New Or Edit Existing' field.
  20. Select the service code filed in the previous steps.
  21. Validate "Yes" is selected in the 'Clinic Hours' field.
  22. Select "No" in the 'Always Allow Overbooking' field.
  23. Click [Submit].
  24. Access Crystal Reports or other SQL reporting tool.
  25. Refresh the report using the 'SYSTEM.billing_tx_master_table' SQL table.
  26. Validate the 'alwoverbook_code' field contains "N".
  27. Validate the 'alwoverbook_value' field contains "No".
  28. Close the report.
Scenario 2: 'Service Code Upload Process' - Upload Provider Only Service Code
Specific Setup:
  • Avatar PM Service Code Upload file for upload containing a valid row that includes "Provider" as the value for 'Service Provided By' and a value for 'Always Allow Overbooking' (File A).
Steps
  1. Access the 'Service Code Upload Process' form.
  2. Click [Select File].
  3. Select "File A" click [Open].
  4. Select "Compile" in the 'Compile Or Post' field.
  5. Select "No" in the 'Override Existing Service Codes' field.
  6. Click [Submit].
  7. Validate a message is displayed stating: Compile Completed. To view results review accepted and rejected reports.
  8. Click [OK] and leave the form opened.
  9. Access the 'Service Code Upload Accepted Codes' form.
  10. Select "File A" in the 'Select Desired Service Code Import File Name' field.
  11. Click [Process].
  12. Validate "File A" contents are displayed in the report.
  13. Validate the 'Always Allow Overbooking' field is populated with the value defined in the file.
  14. Close the report and the form.
  15. Navigate back to the 'Service Code Upload Process' form.
  16. Select "Post" in the 'Compile Or Post' field.
  17. Click [Submit].
  18. Validate a message is displayed stating: Posting completed.
  19. Click [OK] and close the form.
  20. Access the 'Service Codes' form.
  21. Select "Edit" in the 'Add New Or Edit Existing' field.
  22. Select the service code uploaded in the previous steps in the 'Service Code' field.
  23. Validate 'Always Allow Overbooking' field contains the uploaded value.
  24. Validate all other information displays as expected.
  25. Close the form
  26. Access Crystal Reports or other SQL reporting tool.
  27. Create a report using the 'SYSTEM.batchload_tx_accepted' SQL table.
  28. Validate a row is displayed for the service code uploaded in the previous steps.
  29. Validate the 'alwoverbook_code' field contains the uploaded value.
  30. Validate the 'alwoverbook_value' field contains the uploaded value.
  31. Close the report.
Topics
• Service Code Upload Process • Service Codes
Table Changes
Table Column Change
SYSTEM.batchload_tx_accepted alwoverbook_code added
SYSTEM.batchload_tx_accepted alwoverbook_value added
SYSTEM.billing_tx_master_table alwoverbook_code added
SYSTEM.billing_tx_master_table alwoverbook_value added