Avatar PM 2024 Update 13

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Update 21
Avatar PM 2024 Monthly Release 2024.00.00
RADplus 2024 Monthly Release 2024.00.00

Product Update Description

The following issues are resolved: 1) Filing 'Financial Eligibility' may result in "[UNDEFINED] file+10^HRADFinancialEligibility" error. 2) The 'Coverage Comments' in 'Financial Eligibility' may not correctly display.

Required Updates

None

Included Updates

None

Details

NEW0 CHANGED0 FIXED2

Fixed (2)

AV-53893 Details \| User Acceptance Tests Financial Eligibility - Comments Section An issue is resolved to ensure that the comments in financial eligibility section of the financial eligibility form is displayed accurately in both the form and chart view of a client after the client merge occurs.	Topics • Client Merge • Financial Eligibility • NX

AV-95802 Details \| User Acceptance Tests Financial Eligibility - Guarantor Selection An issue is resolved to ensure that financial eligibility records can be added/edited through financial eligibility form.	Topics • Financial Eligibility • NX

Acceptance Tests

AV-53893 Summary | Details

Financial Eligibility - Comments Section

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Financial Eligibility

Scenario 1: Financial Eligibility - Comments - Merged Clients

Specific Setup:

"Client A" and "Client B" must be enrolled in an existing episode.

Steps

Select "Client A" and access the 'Financial Eligibility' form.
Select the 'Guarantor Selection' tab.
Click [Add New Item].
Enter any value in the 'Guarantor #' field.
Select any value in the 'Guarantor Plan' field.
Select "No" in the 'Customize Guarantor Plan' field.
Validate a "Confirm" message is displayed stating: This Will Delete Any Information Previously Filed In 'Customize Plan'.
Click [OK].
Select ''Yes'' in the 'Eligibility Verified' field.
Enter the current date in the 'Coverage Effective Date' field.
Select any value in the 'Client's Relationship To Subscriber' field.
Enter any value in the format of Last Name, First Name in the 'Subscriber's Name' field.
Enter any value in the 'Subscriber Address - Street Line 1' field.
Enter any value in the 'Subscriber's Address - Zip code' field.
Enter any value in the 'Subscriber's Social Security #' field.
Select any value in the 'Subscriber Sex' field.
Select any value in the 'Coordination of Benefits' field.
Select any value in the 'Subscriber Assignment of Benefits' field.
Select any value in the 'Subscriber Release Of Info' field.
Select the 'Financial Eligibility' tab.
Select the guarantor selected in the previous steps in the 'Guarantor #1' field.
Select the 'Coverage Comments' text area and add any comment.
Submit the form.
Repeat the above steps 1 -23 for "Client B".
Open the 'Client Merge' form.
Select "Client B" in 'Source Client'.
Select "Client A" in 'Target Client.
Click Yes - Merge All Client Data Through Single Filing.
Close the form.
Search for "Client B", the 'Source Client' and verify that no search results are returned.
Open 'Financial Eligibility' for "Client A".
Validate the comments.
Close the form.
Right-Click on "Client A" in the "My Clients" widget
Click "Display Chart"
On the "Chart" screen, click the "Customize Forms" icon
Click the "Add New Form Group" icon in the right corner
Populate the "Name of new form group" text box
Click [OK]
Click the "Add New Form to this Group" icon
In the "Search Forms" text box, search for financial eligibility and double-click to add the form
Validate the form displays in the forms list text box.
Click [Submit]
Validate the form is listed under the new group name on the left side panel
Click the "Refresh" button.
Double click on Financial Eligibility to view chart.
Validate the chart view shows comments for the merged target - "Client A".
Close the form.

Topics

• Client Merge • Financial Eligibility • NX

AV-95802 Summary | Details

Financial Eligibility - Guarantor Selection

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Financial Eligibility

Scenario 1: Financial Eligibility - Guarantor Selection

Specific Setup:

"Client A" must be enrolled in an existing episode.

Steps

Open the 'Financial Eligibility' form.
Select the "Client A".
Select the 'Guarantor Selection' tab.
Click [Add New Item].
Enter any value in the 'Guarantor #' field.
Select any value in the 'Guarantor Plan' field.
Select "No" in the 'Customize Guarantor Plan' field.
Validate a "Confirm" message is displayed stating: This Will Delete Any Information Previously Filed In 'Customize Plan'.
Click [OK].
Select "Yes" in the 'Eligibility Verified' field.
Enter the current date in the 'Coverage Effective Date' field.
Select any value in the 'Client's Relationship To Subscriber' field.
Enter any value in the format of Last Name, First Name in the 'Subscriber's Name' field.
Enter any value in the 'Subscriber Address - Street Line 1' field.
Enter any value in the 'Subscriber's Address - Zip code' field.
Enter any value in the 'Subscriber's Social Security #' field.
Enter any value in the 'Subscriber Sex' field.
Select any value in the 'Coordination of Benefits' field.
Select any value in the 'Subscriber Assignment of Benefits' field.
Select any value in the 'Subscriber Release Of Info' field.
Select the 'Financial Eligibility' tab.
Select the guarantor selected in the previous steps in the 'Guarantor #1' field.
Click [Submit].
Open the 'Financial Eligibility' form.
Select the "Client A".
Select the 'Guarantor Selection' tab.
Click [Edit Selected Item].
Edit coverage Effective Date.
Edit Subscriber Zip Code.
Select any value in the 'Subscriber Release Of Info' field.
Select the guarantor selected in the previous steps in the 'Guarantor #1' field.
Click [Submit].
Open the 'Financial Eligibility' form.
Select the "Client A".
Select the 'Guarantor Selection' tab.
Validate the fields are edited.
Click [Submit].

Topics

• Financial Eligibility • NX