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Avatar PM 2024 Update 28

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Update 116
Avatar PM 2024 Monthly Release 2024.00.00
RADplus 2024 Monthly Release 2024.00.00

Product Update Description

The issue where the "Guarantors/Payors" option may not be available in the 'File Import' form is resolved.

Required Updates

None

Included Updates

8

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
File Import -
An issue is resolved to ensure that the 'File Import' option for 'Guarantors/Payors' is available in the form. KB0075999 v0.01
Topics
• File Import • Guarantor/Payors • NX
 
Acceptance Tests
AV-95669 Summary | Details
File Import -
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
  • Guarantors/Payors
  • Update Demographics
Scenario 1: File Import: Guarantors Payors Add/Edit
Specific Setup:
  • File Import:
  • The 'Guarantors/Payors' file type is added to the File Import.
  • Create an import file to add a new 'Guarantors/Payors', "File A".
  • Create an import file to edit above 'Guarantors/Payors', "File B".
Steps
  1. Open the "File Import" form.
  2. Select the "Guarantors/Payors" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Select "File A".
  6. Select "Compile/Validate File" in the 'Action' field.
  7. Select "File A" in the 'Files(s)' field.
  8. Click [Process Action].
  9. Validate an Information message is displayed stating: Compiled
  10. Click [OK].
  11. Select "Print File" in the 'Action' field.
  12. Select "File A" in the 'Files(s)' field.
  13. Click [Process Action].
  14. Validate the Report Viewer displays the contents of the file.
  15. Click [Close Report].
  16. Select "Post File" in the 'Action' field.
  17. Click [Process Action].
  18. Select "File A".
  19. Validate an Information message is displayed stating: Posted.
  20. Click [OK].
  21. Close the form.
  22. Open the "Guarantors/Payors" form.
  23. Click [Edit].
  24. Select the guarantor in "File A".
  25. Validate the form contains the data based on the uploaded file.
  26. Close the form.
  27. Follow steps 1-25 for "File B" to edit the guarantor through file import.
Topics
• File Import • Guarantor/Payors • NX