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Avatar PM 2024 Update 22

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Recommended Update Level

Avatar PM 2023 Update 157
Avatar PM 2024 Monthly Release 2024.00.00
RADplus 2024 Monthly Release 2024.00.00

Product Update Description

The following issues relating to functionality enabled using the 'Enable Payment Acknowledgement' and 'Prevent Posting Payments Unless Payment has been Acknowledged' registry settings are resolved: 1) Being able to edit rows in the 'Payment Acknowledgement' (Post Payment Accounting Entry) grid when the user should not be able to. 2) 'Name on Card' not required when it should be in 'Payment Acknowledgement' (Post Front Office and myHP Payments). 3) In 'Payment Acknowledgement' (Post Front Office and myHP Payments) unacknowledged payments were not being found due to missing 'data_entry_date' in the 'SYSTEM.unacknowledged_payments' table. 4) In '835 Health Care Claim Payment/Advice' rows in the 'Check / EFT #' field were listed as "Acknowledged" when they were not.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED1 FIXED3
Changed (1)
Payment Acknowledgement-Post Payment Accounting Entry
An issue is resolved to restrict the user from editing the rows in the 'Payment Acknowledgement' (Post Payment Accounting Entry) grid when the user should not be able to.
Value Added: Payment Acknowledgement-Post Payment Accounting Entry-Grid
Topics
• NX • Payment Acknowledgement
 
Fixed (3)
Payment Acknowledgement-check/EFT
Logic is implemented to check for the payment acknowledgment for a particular check/EFT number of 835.
Topics
• 835 • NX • Payment Acknowledgement
 
Payment Acknowledgement-Acknowledging payments
An issue is resolved in the 'Payment Acknowledgement' (Post Front Office and myHP Payments), to have the 'SYSTEM.unacknowledged_payments' table to store the 'data_entry_date' value that helps to find unacknowledged payments.
Topics
• NX • Payment Acknowledgement
 
Payment Acknowledgement-Post Front Office and myHP Payments
An issue is resolved to have the 'Name on Card' field required in the 'Review' section of 'Payment Acknowledgement' (Post Front Office and myHP Payments) when the posting code used is configured to have it required.
Topics
• NX • Payment Acknowledgement • Scheduling Calendar
 
Acceptance Tests
AV-95711 Summary | Details
Payment Acknowledgement-check/EFT
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 835 Health Care Claim Payment/Advice (PM)
  • Payment Acknowledgement
Scenario 1: Payment Acknowledgement - With a particular check/EFT - 835
Specific Setup:
  • Registry Setting:
  • ‘Avatar PM->Billing->Remittance Processing->->->Enable Payment Acknowledgement’ has a ‘Registry Setting Value’ of ‘Y’.
  • "Avatar PM->Billing->Remittance Processing->->->Prevent Posting Payments Unless Payment has been Acknowledged" has a 'Registry Setting Value that contains '1,4,5,7'
  • Dictionary Update:
  • Other Table Files: (5521) Program - contains dictionary codes and dictionary values.
  • Other Table Files: (5522) Account - contains dictionary codes, dictionary values, and extended dictionary values.
  • For the specific Dictionary code (101), set the value for the Extended dictionary value- 'Show in Various Client posting Screens' as 'YES'.
  • Other Table Files: (9712) Payment Acknowledgement Type – extended dictionary values have been added to the locked dictionary.
  • Posting/Adjustment Codes Definitions: Definitions exist for ‘Payment’.
  • The definitions may have a value in the ‘Payment Acknowledgement Type’ field.
  • All ‘Payment’ definitions will be available in the ‘Payment Acknowledgement’ form.
  • 835 file setup:
  • For any Clients, create an 835 file (File A) to be used for compiling in the '835 Health Care Claim Payment/Advice' form.
  • Save the 835 file in the network location which is configured in the 'Facility Defaults' - '835 Import/Export File Configuration' - 'Process File Path' field.
  • Using the '835 Health Care Claim Payment/Advice' form, Load and Compile the 835 file.
Steps
  1. Open the '835 Health Care Claim Payment/Advice' form.
  2. Set the ‘Options’ field to ‘Post File’.
  3. Select the 'Posting Date'.
  4. Select the 'Date of Receipt'.
  5. Select the Compiled 835 file (File A) from the 'Select File' dropdown.
  6. Validate that the field 'File Description' is shown with the correct value from the file.
  7. Validate that the 'Check / EFT #' field is shown with all the related records along with the check/EFT numbers and the status.
  8. Verify that all the rows are shown with the status tag "Unacknowledged".
  9. Select [Discard].
  10. Open the ‘Payment Acknowledgement’ form.
  11. Verify that ‘Action’ defaults to ‘New’.
  12. Verify that ‘Transaction Number’ is read-only.
  13. Verify that ‘Entered By’ is read-only and defaults to the signed-in user.
  14. Enter the desired value in ‘Batch Number’.
  15. Select the desired ‘Posting Code’. All payment posting codes will be displayed.
  16. Enter a value in ‘Check/EFT Number’ that is different from the one in the 835 file record.
  17. Enter the desired value in ‘Amount’.
  18. Select the same Guarantor used in the 835 file in the ‘Guarantor’ field.
  19. Enter the desired value in ‘Name/Source’.
  20. Enter the desired value in ‘Check/EFT Date’. Note the date cannot be a future date.
  21. Enter the desired value in ‘Receipt Date’. Note the date cannot be before the ‘Check/EFT Date’,
  22. Enter the desired value in ‘Deposit Date’. Note the date cannot be before the ‘Check/EFT Date’ or the ‘Receipt Date’.
  23. Select the desired ‘Treatment Service’.
  24. Select the ‘Category’ that we configured with the extended dictionary value.
  25. Enter the desired value in ‘Bank Ref #’.
  26. Enter the desired value in ‘Comments’.
  27. Click [File].
  28. Verify that the ‘Payment Acknowledgement’ message is received and states the following: Filed successfully. The Transaction Number is <number>. Do you need to continue to Post Payment Accounting Entry?.
  29. Note down the Transaction Number.
  30. Clicking [Yes] will continue to the Post Payment Accounting Entry section or selecting [No] will remain in the ‘Payment Acknowledgement’ section.
  31. Click [Yes].
  32. Click [New Row] in ‘Post Payment Accounting Entry’.
  33. Validate that the grid becomes enabled.
  34. Select the desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’.
  35. Select the desired ‘Program’.
  36. Select the ‘Account 1’ that we configured with the extended dictionary value.
  37. Select the desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'.
  38. Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgement’.
  39. Select the desired ‘Posting Date’. Note the date cannot be before the ‘Check/EFT Date’, the ‘Receipt Date’ or the ‘Deposit Date’.
  40. If desired, enter a ‘Comment’.
  41. Click [File].
  42. The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry?
  43. Click [No].
  44. Select [Discard].
  45. Open the '835 Health Care Claim Payment/Advice' form.
  46. Set the ‘Options’ field to ‘Post File’.
  47. Select the 'Posting Date'.
  48. Select the 'Date of Receipt'.
  49. Select the Compiled 835 file (File A) from the 'Select File' dropdown.
  50. Validate that the field 'File Description' is shown with the correct value from the file.
  51. Validate that the 'Check / EFT #' field is shown with all the related records along with the check/EFT numbers and the status.
  52. Verify that still all the rows are shown with the status tag "Unacknowledged".
  53. Select [Discard].
  54. d
  55. Open the ‘Payment Acknowledgement’ form.
  56. Verify that ‘Action’ defaults to ‘New’.
  57. Verify that ‘Transaction Number’ is read-only.
  58. Verify that ‘Entered By’ is read-only and defaults to the signed-in user.
  59. Enter the desired value in ‘Batch Number’.
  60. Select the desired ‘Posting Code’. All payment posting codes will be displayed.
  61. Enter the value in ‘Check/EFT Number’ that is the same as the 835 file record.
  62. Enter the desired value in ‘Amount’.
  63. Select the same Guarantor used in the 835 file in the ‘Guarantor’ field.
  64. Enter the desired value in ‘Name/Source’.
  65. Enter the desired value in ‘Check/EFT Date’. Note the date cannot be a future date.
  66. Enter the desired value in ‘Receipt Date’. Note the date cannot be before the ‘Check/EFT Date’,
  67. Enter the desired value in ‘Deposit Date’. Note the date cannot be before the ‘Check/EFT Date’ or the ‘Receipt Date’.
  68. Select the desired ‘Treatment Service’.
  69. Select the ‘Category’ that we configured with the extended dictionary value.
  70. Enter the desired value in ‘Bank Ref #’.
  71. Enter the desired value in ‘Comments’.
  72. Click [File].
  73. Verify that the ‘Payment Acknowledgement’ message is received and states the following: Filed successfully. The Transaction Number is <number>. Do you need to continue to Post Payment Accounting Entry?.
  74. Note down the Transaction Number.
  75. Clicking [Yes] will continue to the Post Payment Accounting Entry section or selecting [No] will remain in the ‘Payment Acknowledgement’ section.
  76. Click [Yes].
  77. Click [New Row] in ‘Post Payment Accounting Entry’.
  78. Validate that the grid becomes enabled.
  79. Select the desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’.
  80. Select the desired ‘Program’.
  81. Select the ‘Account 1’ that we configured with the extended dictionary value.
  82. Select the desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'.
  83. Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgement’.
  84. Select the desired ‘Posting Date’. Note the date cannot be before the ‘Check/EFT Date’, the ‘Receipt Date’ or the ‘Deposit Date’.
  85. If desired, enter a ‘Comment’.
  86. Click [File].
  87. The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry?
  88. Click [No].
  89. Select [Discard].
  90. Open the '835 Health Care Claim Payment/Advice' form.
  91. Set the ‘Options’ field to ‘Post File’.
  92. Select the 'Posting Date'.
  93. Select the 'Date of Receipt'.
  94. Select the Compiled 835 file (File A) from the 'Select File' dropdown.
  95. Validate that the field 'File Description' is shown with the correct value from the file.
  96. Validate that the 'Check / EFT #' field is shown with all the related records along with the check/EFT numbers and the status.
  97. Verify that the row with the respective check/EFT number used in Step 61 is now shown with the status tag "Acknowledged".
  98. Select [Discard].
Topics
• 835 • NX • Payment Acknowledgement
AV-95747 Summary | Details
Payment Acknowledgement-Acknowledging payments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Close Accounting Period
  • Deposit Entry
  • Payment Acknowledgement
Scenario 1: Payment Acknowledgement : Post Front Office and myHP Payments section
Specific Setup:
  • Registry Settings:
  • Enable Payment Acknowledgement Registry Setting Value: Y.
  • Prevent Posting Payments Unless Payment: 5.
  • Admission:
  • Create a client with an active diagnosis and financial eligibility. (Client A)
  • Client charge input:
  • Assign a few services to Client A.
  • Closed Accounting Period: Note the last closed accounting period.
Steps
  1. Open 'Deposit Entry.
  2. Enter 'Date of receipt or adjustment'.
  3. Select 'Client A' in 'Client id'.
  4. Select 'Episode number'.
  5. Select 'Service code'.
  6. Select 'Guarantor'.
  7. Enter 'Amount to post'.
  8. Select 'Posting code'.
  9. Click 'Submit'.
  10. Verify the crystal report is generated
  11. Query the system table "SYSTEM.unacknowledged_payments" and validate that there is a value captured and stored for the column(s) 'data_entry_date' and 'data_entry_time' for 'Client A'.
  12. Open 'Close Accounting Period'.
  13. Validate the date of 'Month/Year Of Close For Charge/Payment Postings'.
  14. Open 'Payment Acknowledgement'.
  15. Click on the 'Post Front Office and myHP Payments' item.
  16. Enter 'Payment Collection Date'.
  17. Select 'Treatment Service'.
  18. Select 'Type' as 'Both'.
  19. Click on the 'Review button'.
  20. Select the record that we created by using the Deposit entry form.
  21. Enter today's date in 'Deposit date'.
  22. Enter desired values in all required fields.
  23. Click on the 'Post' button.
  24. Open 'Client ledger'.
  25. Validate the posted amount displayed in the crystal report.
  26. Open 'Payment Acknowledgement'.
  27. Click on the 'Post Front Office and myHP Payments' item.
  28. Enter 'Payment Collection Date'.
  29. Select 'Treatment Service'.
  30. Select 'Type' as 'Both'.
  31. Click on the 'Review button'.
  32. Update the record's posting code from the one which is on file to anything designated to 'Credit Card Payment'.
  33. Leave the 'Name On Card' field blank.
  34. Select [Save].
  35. Select [Yes].
  36. Validate that the confirm popup shows up to warn that 'Name on Card is required for Credit Card Posting Code. You can re-enter the grid to update the above rows. Or, if you choose to continue and click 'Post' the above rows will not be posted. All other rows without issues will post.'
  37. Select [OK].
  38. Select [Discard].
  39. Click [Yes].
Topics
• NX • Payment Acknowledgement
AV-95748 Summary | Details
Payment Acknowledgement-Post Front Office and myHP Payments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Client Ledger
  • Crystal Report Viewer
  • Dynamic Form - CardConnect Payment
  • NX Credit Card
  • Payment Acknowledgement
Scenario 1: Payment Acknowledgement - 'Check In' process of the Scheduling Calendar - 'Name on Card' field validation
Specific Setup:
  • Registry Setting:
  • The 'Enable Payment Acknowledgement' registry setting is enabled.
  • The 'Prevent Posting Payments Unless Payment has been Acknowledged' registry setting includes a value of '4' at minimum.
  • User Definition:
  • The user has access to the 'Payment Acknowledgement' form.
  • Admission:
  • The existing client is identified or newly admitted into the system. Note the client ID and admission program.
  • Client A.
  • Practitioner:
  • An existing active practitioner is identified.
  • Practitioner A.
  • Financial Eligibility:
  • An existing guarantor is assigned to the client.
  • Dictionary Update:
  • File: Payor
  • (1500) System Financial Class - the 'System Financial Class' dictionary of the guarantor assigned to Client A is not set up.
  • Posting/Adjustment Code Definition:
  • Two payment posting codes are identified or new codes are added.
  • One of the codes is designated as a 'Credit Card Posting Code'.
  • Posting Code 1.
  • Other one designated to a different type,
  • Posting Code 2.
  • Dictionary Update:
  • File: Other Table Files:
  • (5522) Account - contains dictionary codes, dictionary values, and extended dictionary values.
  • Set the 'Show in Various Client Posting Screens' as 'YES'.
Steps
  1. Open the 'Scheduling Calendar' form.
  2. Create an appointment for 'Client A' with 'Practitioner A'.
  3. Access the appointment scheduled for 'Client A' in the setup section.
  4. Right-click on the appointment.
  5. Select the 'Check-In' option.
  6. Verify the 'Expected Self-pay Amount' field displays the correct amount.
  7. Enter the desired amount in the 'Amount Received At Check In'
  8. Select the 'Posting Code 1' that is designated as a 'Credit Card Posting Code'.
  9. Verify the 'Name on Card' field displays as a required field.
  10. Select the 'Posting Code 2' that is designated as an Other Posting Code type.
  11. Verify the 'Name on Card' field displays as an optional field.
  12. Select back the 'Posting Code 1'.
  13. Enter the desired name in the 'Name on Card' field.
  14. Select 'Manual Entry' in the 'Transaction Type field.
  15. Validate that the field 'Select Credit Card Device' is set as disabled and set as read-only.
  16. Click [Pay With Credit Card].
  17. Enter the Credit Card details.
  18. Click [Send].
  19. Validate that we see the success message 'Credit card payment posted and client checked in.'
  20. Click [OK].
  21. Validate that the report opens with the details.
  22. Close the report.
  23. Click [Dismiss].
  24. Open the ‘Payment Acknowledgment’ form.
  25. Select the ‘Post Front Office and myHP Payments’ section.
  26. Enter the desired ‘Payment Collection Date’ for the first client.
  27. If desired, select a ‘Treatment Service’.
  28. Select the desired ‘Type’.
  29. Click [Review].
  30. Validate that the grid contains a row for the client and the correct data for the appropriate columns.
  31. Verify the 'Name on Card' is included in the grid.
  32. Verify the 'Name on Card' field is populated correctly with the value from the 'Name on Card' field of the 'Check In' form.
  33. Clear the 'Name on Card' field value.
  34. Click the checkbox for the row.
  35. Click [Save].
  36. Verify that we get the Success message.
  37. Click [Yes].
  38. Validate the confirm popup shows up with the message- 'Name on Card is required for Credit Card Posting Code. You can re-enter the grid to update the above rows. Or, if you choose to continue and click 'Post' the above rows will not be posted. All other rows without issues will post.'
  39. Click [OK].
  40. Click [Review].
  41. Verify the 'Name on Card' is included in the grid.
  42. Verify the 'Name on Card' field is blank at this point.
  43. Enter any desired value for the 'Name on Card' field.
  44. Click the checkbox for the row.
  45. Click [Save].
  46. Verify that we get the Success message.
  47. Click [Yes].
  48. Enter desired ‘Batch Number’.
  49. Enter desired ‘Deposit Date’.
  50. Select the ‘Category’.
  51. Enter desired ‘Bank Ref #’.
  52. If desired, enter ‘Comments’.
  53. Click [Post].
  54. Validate that a ‘Conform’ message is received stating ‘Filed successfully’.
  55. Click [OK].
  56. Click [Discard].
  57. Open the 'Client Ledger' form.
  58. Search and select Client A and run the report.
  59. Validate that the posted transaction is showing correctly.
  60. Close the report.
  61. Click [No].
  62. Select [Discard].
Topics
• NX • Payment Acknowledgement • Scheduling Calendar
AV-96144 Summary | Details
Payment Acknowledgement-Post Payment Accounting Entry
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payment Acknowledgement
Scenario 1: Payment Acknowledgement - Post Payment Accounting Entry
Specific Setup:
  • Registry Setting:
  • ‘Avatar PM->Billing->Remittance Processing->->->Enable Payment Acknowledgement’ has a ‘Registry Setting Value’ of ‘Y’.
  • "Avatar PM->Billing->Remittance Processing->->->Prevent Posting Payments Unless Payment has been Acknowledged" has a 'Registry Setting Value that contains '1,4,5,7'
  • Dictionary Update:
  • Other Table Files: (5521) Program - contains dictionary codes and dictionary values.
  • Other Table Files: (5522) Account - contains dictionary codes, dictionary values, and extended dictionary values.
  • Other Table Files: (9712) Payment Acknowledgement Type – extended dictionary values have been added to the locked dictionary.
  • Posting/Adjustment Codes Definitions: Definitions exist for ‘Payment’.
  • The definitions may have a value in the ‘Payment Acknowledgement Type’ field.
  • All ‘Payment’ definitions will be available in the ‘Payment Acknowledgement’ form.
  • Clients:
  • Identify one or more clients that have a balance due to a self-pay guarantor. Note the balance due amounts.
  • Note the 'Treatment Setting' of the client's program.
Steps
  1. Open the ‘Payment Acknowledgement’ form.
  2. Verify that ‘Action’ defaults to ‘New’.
  3. Verify that ‘Transaction Number’ is read-only.
  4. Verify that ‘Entered By’ is read-only and defaults to the signed-in user.
  5. Enter the desired value in ‘Batch Number’.
  6. Select the desired ‘Posting Code’. All payment posting codes will be displayed.
  7. Enter the desired value in ‘Check/EFT Number’.
  8. Enter the desired value in ‘Amount’.
  9. Select Guarantor 1 in the ‘Guarantor’ field. If a ‘Self-Pay' guarantor is selected, the ‘Client’ field will be enabled.
  10. Enter the desired value in ‘Name/Source’.
  11. Enter the desired value in ‘Client 1’ if enabled. The field is only available for ‘Self-Pay' guarantors.
  12. Enter the desired value in ‘Check/EFT Date’. Note the date cannot be a future date.
  13. Enter the desired value in ‘Receipt Date’. Note the date cannot be before the ‘Check/EFT Date’,
  14. Enter the desired value in ‘Deposit Date’. Note the date cannot be before the ‘Check/EFT Date’ or the ‘Receipt Date’.
  15. Select the desired ‘Treatment Service’.
  16. Select the desired ‘Category’. Inactive dictionary codes will not display in this field.
  17. Enter the desired value in ‘Bank Ref #’.
  18. Enter the desired value in ‘Comments’.
  19. Click [File].
  20. Verify that the ‘Payment Acknowledgement’ message is received and states the following: Filed successfully. The Transaction Number is <number>. Do you need to continue to Post Payment Accounting Entry?.
  21. Note down the Transaction Number.
  22. Clicking [Yes] will continue to the Post Payment Accounting Entry section or selecting [No] will remain in the ‘Payment Acknowledgement’ section.
  23. Click [No].
  24. Set ‘Action’ defaults to ‘Edit or View’.
  25. Enter the Transaction number noted down in Step 21 in the 'Transaction Number' field of the 'Payment Acknowledgement Search' section.
  26. Select [Search].
  27. Validate that the 'Payment Acknowledgement' selection window is shown with the respective record.
  28. Select the record and click [OK].
  29. Validate that all the fields in the ‘Payment Acknowledgement’ section are populated with the saved values and disabled.
  30. Validate that the Comments field is enabled.
  31. Update the value in the Comments field of the ‘Payment Acknowledgement’ section.
  32. Validate that the grid is not enabled.
  33. Click [New Row] in ‘Post Payment Accounting Entry’.
  34. Validate that the grid becomes enabled.
  35. Select the desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’.
  36. Select the desired ‘Program’.
  37. Select the desired ‘Account’.
  38. Select the desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'.
  39. Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgement’.
  40. Select the desired ‘Posting Date’. Note the date cannot be before the ‘Check/EFT Date’, the ‘Receipt Date’ or the ‘Deposit Date’.
  41. If desired, enter a ‘Comment’.
  42. Validate that the ‘Posting Summary’ is correct.
  43. If desired, click [New Row] and repeat the steps.
  44. If desired, click [Delete Row]. A ‘Confirm Delete’ message will be displayed. Select the desired value.
  45. Click [File].
  46. The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry?
  47. Click [No].
  48. Set ‘Action’ defaults to ‘Edit or View’.
  49. Enter the Transaction number noted down in Step 21 in the 'Transaction Number' field of the 'Payment Acknowledgement Search' section.
  50. Select [Search].
  51. Validate that the 'Payment Acknowledgement' selection window is shown with the respective record.
  52. Select the record and click [OK].
  53. Validate that all the fields in the ‘Payment Acknowledgement’ section are populated with the saved values and disabled.
  54. Validate that the Comments field is enabled and shown with the recently updated/filed value.
  55. Validate that the grid has the records filed so far.
  56. Select any row and validate that the fields under the 'Post Payment Accounting Entry' section are disabled and read-only.
  57. Update the value in the Comments field of the ‘Payment Acknowledgement’ section.
  58. Click [File].
  59. The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry?
  60. Click [Yes].
  61. Select any row and validate that the fields under the 'Post Payment Accounting Entry' section are still disabled and read-only.
  62. Close the form.
Topics
• NX • Payment Acknowledgement
Table Changes
Table Column Change
SYSTEM.unacknowledged_payments data_entry_date edit