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Avatar PM 2024 Update 26

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2024 Monthly Release 2024.01.00
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

An issue is resolved where the 'AR Console Export' form may generate .CSV files where individual rows of data may be broken into more than one line.

Required Updates

Avatar PM 2023 Update 101

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
AR Console Export
An issue is resolved where users when downloading the CSV file from the AR Console Export form could view the information listed without any data wrapping. KB0076136 v0.01
Topics
• Accounts Receivable Management • NX
 
Acceptance Tests
AV-95696 Summary | Details
AR Console Export
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Console export Form
  • System Task Scheduler
Scenario 1: AR Console Export
Specific Setup:
  • Note the tester's 'User Definition'.
  • Registry Settings:
  • 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.
  • Close charges.
  • Charges created are closed.
  • 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. Open ''Claim Follow-up'' form.
  2. Enter the client identified in setup in 'Select Client' input box.
  3. Click [Add] in 'Add, Edit Or Delete Claim' Follow-Up.
  4. Select the Guarantor defined in the setup from 'Guarantor' dropdown list.
  5. Select the desired claim in 'Claim' dropdown list.
  6. Validate that services display in 'Service(s)' text area.
  7. Click [Add] in 'Add, Edit Or Delete Row'.
  8. Enter any value in 'Follow-Up Date '.
  9. Click [No] in 'Followed Up'.
  10. Enter any value in 'Comments'.
  11. Repeat steps 7-11.
  12. Click [Update Row].
  13. Validate the values of 'Follow-Up Date / Status / Followed Up / Next Follow-Up Date / Completion Date / (Denial CRN# / Current CRN#)'.
  14. Click [Submit].
  15. Click [No].
  16. Open "AR Console Export" form.
  17. Click [Selected Values] in 'AR Console Data to Export'.
  18. Select desired value in 'Financial Class Selection'.
  19. Select desired guarantor in 'Guarantors'.
  20. Select desired programs in 'Programs'.
  21. Click 'Export To CSV'.
  22. Click [Discard].
  23. Click [Yes].
  24. Verify excel file is downloaded.
  25. Validate that the correct data displays in one row.
Topics
• Accounts Receivable Management • NX