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Avatar PM 2024 Update 31

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Product Requirements and Recommendations

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Recommended Update Level

Avatar PM 2024 Monthly Release 2024.01.00
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

The registry setting 'Unit Calculation with Minimum Duration' is updated to optionally include new filing options for the field 'Minimum Duration for Unit Calculation' in the 'Service Codes' form.

Required Updates

None

Included Updates

8, 9, 28

Details
NEW2 CHANGED0 FIXED0
New (2)
Registry Setting
Users can now use values 'YE' and 'YW' for 'Unit Calculation with Minimum Duration' in Registry Settings form.
Value Added: Users can now access the field 'Minimum Duration for Unit Calculation' in Service Codes form.
Topics
• Client Charge Input • Edit Service Information • File Import • Service Codes
 
Registry Setting
Users can now use values 'YE' and 'YW' for 'Unit Calculation with Minimum Duration' in Registry Settings form.
With appropriate Registry Setting value users are able to see errors based on the input given to the Unit Calculation with Minimum Duration field.
Value Added: Users can now access the field Minimum Duration for Unit Calculation in Service Codes form.
Topics
• Client Charge Input • Edit Service Information • File Import • Service Codes
 
Acceptance Tests
AV-95382 Summary | Details
Registry Setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Service Codes
  • File Import
  • Client Charge Input
  • Client Ledger
Scenario 1: Service Code Form- Registry Setting -'Unit Calculation with Minimum Duration' Validation
Specific Setup:
  • Registry Settings:
  • The value of 'Unit Calculation with minimum duration' =' Y'.
Steps
  1. Open "Service Codes".
  2. Click [Add] in 'Add New Or Edit Existing'.
  3. Click [Primary Code] in 'Service Code Category'.
  4. Click [Evaluation Management] in 'Service Code Type'.
  5. Enter any value in 'Service Code Definition'.
  6. Click [Both] in 'Service Required By'.
  7. Select [Individual] from 'Type Of Service'.
  8. Click [User Defined] in 'Type Of Fee'.
  9. Enter any value in 'Minutes Per Unit'.
  10. Select desired value in 'Unit Rounding Logic'.
  11. Select desired value in 'Designated Degree Of Rounding'.
  12. Select any value from the 'Group Code' dropdown list.
  13. Select any value from the 'Covered Charge Category' dropdown list.
  14. Select desired value in 'Is This Service A Procedure'.
  15. Select desired value in 'Is This A Balance Forward Service Code'.
  16. Select desired value in 'Does This Code Have A Professional Component'.
  17. Select desired value in 'Is This Service A Visit'.
  18. Enter any value in 'Maximum Duration (Minutes)'.
  19. Select desired value in 'Is This Service An Intervention?'.
  20. Enter any value in 'Minimum Duration for Unit Calculation' that is more than 'Maximum Duration (Minutes)'.
  21. Validate that an error message is received.
  22. Click [OK].
  23. Enter any value in 'Maximum Duration (Minutes)' that is less than 'Minimum Duration for Unit Calculation'.
  24. Enter any value in 'Minimum Duration for Unit Calculation'.
  25. Validate that an error message is received.
  26. Enter any value in 'Maximum Duration (Minutes)'.
  27. Enter any value in 'Minimum Duration for Unit Calculation'.
  28. Click [Submit].
  29. Click [No].
  30. Open "Registry Settings" and change the value to "YE".
  31. Open "Service Code" Form.
  32. Click [Edit] in 'Add New Or Edit Existing'.
  33. Enter the 'Service Code' created in steps 2- 31.
  34. Enter any value in 'Maximum Duration (Minutes)'.
  35. Enter any value in 'Minimum Duration for Unit Calculation' that is more than 'Maximum Duration (Minutes)'.
  36. Validate that an error message is received.
  37. Click [OK].
  38. Enter any value in 'Maximum Duration (Minutes)' that is less than 'Minimum Duration for Unit Calculation'.
  39. Enter any value in 'Minimum Duration for Unit Calculation'.
  40. Validate that an error message is received
  41. Enter any value in 'Maximum Duration (Minutes)'.
  42. Enter any value in 'Minimum Duration for Unit Calculation' that is less than 'Maximum Duration (Minutes)'.
  43. Click [Submit].
  44. Open "Registry Settings" and change the value to "YW".
  45. Repeat steps 31- 43.
  46. Open "Registry Settings" and change the value to "N".
  47. Open "Service Codes" Form.
  48. Click [Edit] in 'Add New Or Edit Existing'.
  49. Enter the 'Service Code' created in steps 2- 31.
  50. Validate the 'Minimum Duration for Unit Calculation' field does not exist.
  51. Click [Submit].
  52. Click [NO].
Scenario 2: File Import - Service Codes
Specific Setup:
  • Registry Setting :
  • The 'Unit Calculation with Minimum Duration' ="Y".
  • File Import:
  • Create an import file with Minimum Duration for Unit Calculation more than Maximum Duration (Minutes) : "File A".
  • Create an import file with Maximum Duration (Minutes) less than the Minimum Duration for Unit Calculation: "File B".
  • Create an import file with appropriate Minimum Duration for Unit Calculation and Maximum Duration (Minutes): "File C".
Steps
  1. Open the "File Import" form.
  2. Select the 'Service Codes' 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 the message- ' File A contains one or more errors. These errors can be reviewed using 'Print Errors' action'.
  10. Click [OK].
  11. Select 'Print Errors' in the 'Action' field.
  12. Select "File A" in the 'Files(s)' field.
  13. Click [Process Action].
  14. Validate the Report.
  15. Click [Close Report].
  16. Select 'Delete File' in the 'Action' Field.
  17. Select "File A" in the 'Files(s)' field.
  18. Click [Process Action].
  19. Click [Yes].
  20. Click [OK].
  21. Repeat Steps 11-20 with "File B".
  22. Select 'Upload New File' in the 'Action' field.
  23. Click [Process Action].
  24. Select "File C".
  25. Select 'Compile/Validate File' in the 'Action' field.
  26. Select "File C" in the 'Files(s)' field.
  27. Click [Process Action].
  28. Select "File C".
  29. Select 'Compile/Validate File' in the 'Action' field.
  30. Select "File C" in the 'Files(s)' field.
  31. Click [Process Action].
  32. Validate the message = 'Compiled'.
  33. Click [OK].
  34. Select 'Post File' in the 'Action' field.
  35. Select "File C" in the 'Files(s)' field.
  36. Click [Process Action].
  37. Validate the message = 'Posted'.
  38. Click [OK].
  39. Select 'Print File' in the 'Action' field.
  40. Select "File C" in the 'Files(s)' field.
  41. Click [Process Action].
  42. Validate the Report.
  43. Click [Close Report].
  44. Click [Discard]
  45. Click [Yes]
  46. Open the "Service Codes" form.
  47. Click [Edit].
  48. Enter the 'Service Code'.
  49. Validate the fields of the form.
  50. Close the form.
  51. Open the "Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YE’.
  52. Repeat steps 1-58.
  53. Open the :Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘Y’.
  54. Follow steps 1-58.
Scenario 3: Validating Registry Setting - 'Unit Calculation with Minimum Duration' -in Client Charge Input
Specific Setup:
  • Registry Settings:
  • Set the value 'Unit Calculation with minimum duration' ="Y".
  • Client:
  • Identify an existing client or create a new client. Note the client’s admission date.
  • Verify existing or add a Financial Eligibility record.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Open "Service Codes" form.
  2. Click [Edit] in Add New Or Edit Existing.
  3. Enter 'Service Code 1' in 'Service Code'.
  4. Validate the value in 'Minimum Duration for Unit Calculation'.
  5. Click [Submit].
  6. Click [No].
  7. Open "Client Charge Input" form.
  8. Enter any value in 'Date Of Service'.
  9. Enter 'Client ID'.
  10. Enter 'Service Code 1' in 'Service Code'.
  11. Enter any value in 'Practitioner'.
  12. Enter any value in 'Duration' that is below the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  13. Click [Submit].
  14. Click [No].
  15. Open "Client Ledger" form.
  16. Enter the 'Client ID'.
  17. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  18. Click [Simple] in 'Ledger Type'.
  19. Click [Yes] in 'Include Zero Charges'.
  20. Click [Process].
  21. Validate the Client Ledger.
  22. Click [X].
  23. Click [Yes].
  24. Click [Discard].
  25. Repeat Steps 15 -32, with value in Duration greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  26. Open the "Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YE’.
  27. Repeat Steps 9-22.
  28. Validate the error message displayed: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  29. Click [OK].
  30. Enter any value in 'Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  31. Click [Submit].
  32. Repeat Steps 23-32.
  33. Open the "Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YW’.
  34. Repeat Steps 9-33.
Scenario 4: File Import - Client Charge Input
Specific Setup:
  • Registry Settings :
  • The 'Unit Calculation with Minimum Duration' ="Y".
  • File Import:
  • Create an import file with Duration in Client Charge Input less than the 'Minimum Duration for Unit Calculation' field in service codes form -"File A".
  • Create an import file with Duration in Client Charge Input more than the 'Minimum Duration for Unit Calculation' field in service codes form -"File B".
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Open the "File Import" form.
  2. Select "Client Charge Input" 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. Select "File A".
  10. Select "Compile/Validate File" in the 'Action' field.
  11. Select "File A" in the 'Files(s)' field.
  12. Click [Process Action].
  13. Validate the message = 'Compiled'.
  14. Click [OK].
  15. Select "Print File" in the 'Action' field.
  16. Select "File A" in the 'Files(s)' field.
  17. Click [Process Action].
  18. Validate the Report.
  19. Click [Close Report].
  20. Select "Post File" in the 'Action' field.
  21. Select "File A" in the 'Files(s)' field.
  22. Click [Process Action].
  23. Validate the message = 'Posted'.
  24. Click [OK].
  25. Click [Discard]
  26. Click [Yes].
  27. Open ''Client Ledger'' form.
  28. Enter the Client ID.
  29. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  30. Click [Simple] in 'Ledger Type'.
  31. Click [Yes] in 'Include Zero Charges'.
  32. Click [Process].
  33. Validate the Client Ledger.
  34. Click [X].
  35. Click [No].
  36. Repeat Steps 7- 41 using "File B".
  37. Open the "Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YW’.
  38. Repeat Steps 1-42.
  39. Open the "Registry Setting’s" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YE’.
  40. Repeat Steps 1-18.
  41. Validate the error message: File A contains one or more errors. These errors can be reviewed using 'Print Errors' action.
  42. Click [OK].
  43. Select "Print Errors" in the 'Action' field.
  44. Select "File A" in the 'Files(s)' field.
  45. Click [Process Action].
  46. Validate the Report.
  47. Click [Close Report].
  48. Select "Delete File" in the 'Action' Field.
  49. Select "File A" in the 'Files(s)' field.
  50. Click [Process Action].
  51. Click [Yes].
  52. Click [OK].
  53. Repeat Steps 7-41 using "File B".
Scenario 5: Edit Service Information - Registry Setting = Unit Calculation with Minimum Duration'
Specific Setup:
  • Registry Settings:
  • Set the value 'Unit Calculation with minimum duration' ="Y".
  • Client:
  • Identify an existing client or create a new client. Note the client’s admission date.
  • Verify existing or add a Financial Eligibility record.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Open "Service Codes" form.
  2. Click [Edit] in Add New Or Edit Existing.
  3. Enter 'Service Code 1' in 'Service Code'.
  4. Validate the value in 'Minimum Duration for Unit Calculation'.
  5. Click [Submit].
  6. Click [No].
  7. Open "Edit Service Information" Form.
  8. Enter 'Client ID'.
  9. Click [Select Service(s) To Edit].
  10. Select desired service.
  11. Click [OK].
  12. Enter any value in 'Duration' that is below the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  13. Click [Submit].
  14. Click [No].
  15. Open "Client Ledger" form.
  16. Enter the 'Client ID'.
  17. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  18. Click [Simple] in 'Ledger Type'.
  19. Click [Yes] in 'Include Zero Charges'.
  20. Click [Process].
  21. Validate the Client Ledger.
  22. Click [X].
  23. Click [Yes].
  24. Click [Discard].
  25. Repeat Steps 15 -32, with value in Duration greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  26. Open the "Registry Setting" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YW’.
  27. Repeat Steps 9-33.
  28. Open the "Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YW’.
  29. Repeat Steps 9-20.
  30. Validate the error message: The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  31. Enter any value in Duration greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  32. Click [Submit].
  33. Click [No].
  34. Repeat Steps 23-32.
Topics
• Client Charge Input • Edit Service Information • File Import • Service Codes
AV-95383 Summary | Details
Registry Setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Service Codes
  • File Import
  • Client Charge Input
  • Client Ledger
Scenario 1: Service Code Form- Registry Setting -'Unit Calculation with Minimum Duration' Validation
Specific Setup:
  • Registry Settings:
  • The value of 'Unit Calculation with minimum duration' =' Y'.
Steps
  1. Open "Service Codes".
  2. Click [Add] in 'Add New Or Edit Existing'.
  3. Click [Primary Code] in 'Service Code Category'.
  4. Click [Evaluation Management] in 'Service Code Type'.
  5. Enter any value in 'Service Code Definition'.
  6. Click [Both] in 'Service Required By'.
  7. Select [Individual] from 'Type Of Service'.
  8. Click [User Defined] in 'Type Of Fee'.
  9. Enter any value in 'Minutes Per Unit'.
  10. Select desired value in 'Unit Rounding Logic'.
  11. Select desired value in 'Designated Degree Of Rounding'.
  12. Select any value from the 'Group Code' dropdown list.
  13. Select any value from the 'Covered Charge Category' dropdown list.
  14. Select desired value in 'Is This Service A Procedure'.
  15. Select desired value in 'Is This A Balance Forward Service Code'.
  16. Select desired value in 'Does This Code Have A Professional Component'.
  17. Select desired value in 'Is This Service A Visit'.
  18. Enter any value in 'Maximum Duration (Minutes)'.
  19. Select desired value in 'Is This Service An Intervention?'.
  20. Enter any value in 'Minimum Duration for Unit Calculation' that is more than 'Maximum Duration (Minutes)'.
  21. Validate that an error message is received.
  22. Click [OK].
  23. Enter any value in 'Maximum Duration (Minutes)' that is less than 'Minimum Duration for Unit Calculation'.
  24. Enter any value in 'Minimum Duration for Unit Calculation'.
  25. Validate that an error message is received.
  26. Enter any value in 'Maximum Duration (Minutes)'.
  27. Enter any value in 'Minimum Duration for Unit Calculation'.
  28. Click [Submit].
  29. Click [No].
  30. Open "Registry Settings" and change the value to "YE".
  31. Open "Service Code" Form.
  32. Click [Edit] in 'Add New Or Edit Existing'.
  33. Enter the 'Service Code' created in steps 2- 31.
  34. Enter any value in 'Maximum Duration (Minutes)'.
  35. Enter any value in 'Minimum Duration for Unit Calculation' that is more than 'Maximum Duration (Minutes)'.
  36. Validate that an error message is received.
  37. Click [OK].
  38. Enter any value in 'Maximum Duration (Minutes)' that is less than 'Minimum Duration for Unit Calculation'.
  39. Enter any value in 'Minimum Duration for Unit Calculation'.
  40. Validate that an error message is received
  41. Enter any value in 'Maximum Duration (Minutes)'.
  42. Enter any value in 'Minimum Duration for Unit Calculation' that is less than 'Maximum Duration (Minutes)'.
  43. Click [Submit].
  44. Open "Registry Settings" and change the value to "YW".
  45. Repeat steps 31- 43.
  46. Open "Registry Settings" and change the value to "N".
  47. Open "Service Codes" Form.
  48. Click [Edit] in 'Add New Or Edit Existing'.
  49. Enter the 'Service Code' created in steps 2- 31.
  50. Validate the 'Minimum Duration for Unit Calculation' field does not exist.
  51. Click [Submit].
  52. Click [NO].
Scenario 2: File Import - Service Codes
Specific Setup:
  • Registry Setting :
  • The 'Unit Calculation with Minimum Duration' ="Y".
  • File Import:
  • Create an import file with Minimum Duration for Unit Calculation more than Maximum Duration (Minutes) : "File A".
  • Create an import file with Maximum Duration (Minutes) less than the Minimum Duration for Unit Calculation: "File B".
  • Create an import file with appropriate Minimum Duration for Unit Calculation and Maximum Duration (Minutes): "File C".
Steps
  1. Open the "File Import" form.
  2. Select the 'Service Codes' 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 the message- ' File A contains one or more errors. These errors can be reviewed using 'Print Errors' action'.
  10. Click [OK].
  11. Select 'Print Errors' in the 'Action' field.
  12. Select "File A" in the 'Files(s)' field.
  13. Click [Process Action].
  14. Validate the Report.
  15. Click [Close Report].
  16. Select 'Delete File' in the 'Action' Field.
  17. Select "File A" in the 'Files(s)' field.
  18. Click [Process Action].
  19. Click [Yes].
  20. Click [OK].
  21. Repeat Steps 11-20 with "File B".
  22. Select 'Upload New File' in the 'Action' field.
  23. Click [Process Action].
  24. Select "File C".
  25. Select 'Compile/Validate File' in the 'Action' field.
  26. Select "File C" in the 'Files(s)' field.
  27. Click [Process Action].
  28. Select "File C".
  29. Select 'Compile/Validate File' in the 'Action' field.
  30. Select "File C" in the 'Files(s)' field.
  31. Click [Process Action].
  32. Validate the message = 'Compiled'.
  33. Click [OK].
  34. Select 'Post File' in the 'Action' field.
  35. Select "File C" in the 'Files(s)' field.
  36. Click [Process Action].
  37. Validate the message = 'Posted'.
  38. Click [OK].
  39. Select 'Print File' in the 'Action' field.
  40. Select "File C" in the 'Files(s)' field.
  41. Click [Process Action].
  42. Validate the Report.
  43. Click [Close Report].
  44. Click [Discard]
  45. Click [Yes]
  46. Open the "Service Codes" form.
  47. Click [Edit].
  48. Enter the 'Service Code'.
  49. Validate the fields of the form.
  50. Close the form.
  51. Open the "Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YE’.
  52. Repeat steps 1-58.
  53. Open the :Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘Y’.
  54. Follow steps 1-58.
Scenario 3: Validating Registry Setting - 'Unit Calculation with Minimum Duration' -in Client Charge Input
Specific Setup:
  • Registry Settings:
  • Set the value 'Unit Calculation with minimum duration' ="Y".
  • Client:
  • Identify an existing client or create a new client. Note the client’s admission date.
  • Verify existing or add a Financial Eligibility record.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Open "Service Codes" form.
  2. Click [Edit] in Add New Or Edit Existing.
  3. Enter 'Service Code 1' in 'Service Code'.
  4. Validate the value in 'Minimum Duration for Unit Calculation'.
  5. Click [Submit].
  6. Click [No].
  7. Open "Client Charge Input" form.
  8. Enter any value in 'Date Of Service'.
  9. Enter 'Client ID'.
  10. Enter 'Service Code 1' in 'Service Code'.
  11. Enter any value in 'Practitioner'.
  12. Enter any value in 'Duration' that is below the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  13. Click [Submit].
  14. Click [No].
  15. Open "Client Ledger" form.
  16. Enter the 'Client ID'.
  17. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  18. Click [Simple] in 'Ledger Type'.
  19. Click [Yes] in 'Include Zero Charges'.
  20. Click [Process].
  21. Validate the Client Ledger.
  22. Click [X].
  23. Click [Yes].
  24. Click [Discard].
  25. Repeat Steps 15 -32, with value in Duration greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  26. Open the "Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YE’.
  27. Repeat Steps 9-22.
  28. Validate the error message displayed: 'The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  29. Click [OK].
  30. Enter any value in 'Duration' that is greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  31. Click [Submit].
  32. Repeat Steps 23-32.
  33. Open the "Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YW’.
  34. Repeat Steps 9-33.
Scenario 4: File Import - Client Charge Input
Specific Setup:
  • Registry Settings :
  • The 'Unit Calculation with Minimum Duration' ="Y".
  • File Import:
  • Create an import file with Duration in Client Charge Input less than the 'Minimum Duration for Unit Calculation' field in service codes form -"File A".
  • Create an import file with Duration in Client Charge Input more than the 'Minimum Duration for Unit Calculation' field in service codes form -"File B".
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Open the "File Import" form.
  2. Select "Client Charge Input" 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. Select "File A".
  10. Select "Compile/Validate File" in the 'Action' field.
  11. Select "File A" in the 'Files(s)' field.
  12. Click [Process Action].
  13. Validate the message = 'Compiled'.
  14. Click [OK].
  15. Select "Print File" in the 'Action' field.
  16. Select "File A" in the 'Files(s)' field.
  17. Click [Process Action].
  18. Validate the Report.
  19. Click [Close Report].
  20. Select "Post File" in the 'Action' field.
  21. Select "File A" in the 'Files(s)' field.
  22. Click [Process Action].
  23. Validate the message = 'Posted'.
  24. Click [OK].
  25. Click [Discard]
  26. Click [Yes].
  27. Open ''Client Ledger'' form.
  28. Enter the Client ID.
  29. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  30. Click [Simple] in 'Ledger Type'.
  31. Click [Yes] in 'Include Zero Charges'.
  32. Click [Process].
  33. Validate the Client Ledger.
  34. Click [X].
  35. Click [No].
  36. Repeat Steps 7- 41 using "File B".
  37. Open the "Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YW’.
  38. Repeat Steps 1-42.
  39. Open the "Registry Setting’s" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YE’.
  40. Repeat Steps 1-18.
  41. Validate the error message: File A contains one or more errors. These errors can be reviewed using 'Print Errors' action.
  42. Click [OK].
  43. Select "Print Errors" in the 'Action' field.
  44. Select "File A" in the 'Files(s)' field.
  45. Click [Process Action].
  46. Validate the Report.
  47. Click [Close Report].
  48. Select "Delete File" in the 'Action' Field.
  49. Select "File A" in the 'Files(s)' field.
  50. Click [Process Action].
  51. Click [Yes].
  52. Click [OK].
  53. Repeat Steps 7-41 using "File B".
Scenario 5: Edit Service Information - Registry Setting = Unit Calculation with Minimum Duration'
Specific Setup:
  • Registry Settings:
  • Set the value 'Unit Calculation with minimum duration' ="Y".
  • Client:
  • Identify an existing client or create a new client. Note the client’s admission date.
  • Verify existing or add a Financial Eligibility record.
  • Service Code:
  • ‘An existing service code is identified that has a value defined for the 'Minimum Duration for Unit Calculation' field (Service Code 1).
Steps
  1. Open "Service Codes" form.
  2. Click [Edit] in Add New Or Edit Existing.
  3. Enter 'Service Code 1' in 'Service Code'.
  4. Validate the value in 'Minimum Duration for Unit Calculation'.
  5. Click [Submit].
  6. Click [No].
  7. Open "Edit Service Information" Form.
  8. Enter 'Client ID'.
  9. Click [Select Service(s) To Edit].
  10. Select desired service.
  11. Click [OK].
  12. Enter any value in 'Duration' that is below the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  13. Click [Submit].
  14. Click [No].
  15. Open "Client Ledger" form.
  16. Enter the 'Client ID'.
  17. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  18. Click [Simple] in 'Ledger Type'.
  19. Click [Yes] in 'Include Zero Charges'.
  20. Click [Process].
  21. Validate the Client Ledger.
  22. Click [X].
  23. Click [Yes].
  24. Click [Discard].
  25. Repeat Steps 15 -32, with value in Duration greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  26. Open the "Registry Setting" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YW’.
  27. Repeat Steps 9-33.
  28. Open the "Registry Settings" form and change the value of the ‘Unit Calculation with Minimum Duration‘ setting to ‘YW’.
  29. Repeat Steps 9-20.
  30. Validate the error message: The service [Service Code 1] does not meet the minimum duration requirements for unit calculation and cannot be filed. A unit will only be calculated once the duration is at least X minutes.
  31. Enter any value in Duration greater than the 'Minimum Duration for Unit Calculation' set in the 'Service Codes' form.
  32. Click [Submit].
  33. Click [No].
  34. Repeat Steps 23-32.
Topics
• Client Charge Input • Edit Service Information • File Import • Service Codes