Avatar PM 2024 Update 57

• An existing service code is identified or a new one is created. Note the service code.
• Service code 1.
• Service Fee/Cross Reference Definition:
• Has an existing 'Service Fee/Cross Reference Definition'.
• Note the value in 'From Date'.
• The 'County Where Service is Rendered' field contains a valid value.
• Note the value in 'County Where Service is Rendered'.
• Note any other desired values.
• Guarantor Definition:
• Has an existing 'Guarantor Definition'.
• Note the value in 'From Date'.
• The 'County Where Service is Rendered' field contains a valid value.
• Note the value in 'County Where Service is Rendered'.
• Note any other desired values.
• Service code 2.
• Service Fee/Cross Reference Definition:
• Has an existing 'Service Fee/Cross Reference Definition'.
• Note the value in 'From Date'.
• The 'County Where Service is Rendered' field does not contain any value.
• Note any other desired values.
• Guarantor Definition:
• Has an existing 'Guarantor Definition'.
• Note the value in 'From Date'.
• The 'County Where Service is Rendered' field does not contain any value.
• Note any other desired values.

Note: The crystal report contains all fields available for export, and therefore is not intended to be readable. Process the export to read the data.

1. Open 'Service Fee/Cross Reference and Guarantor Definition Export'.
2. Select 'Guarantor Definition' in the 'Record Type(s) to Export' field.
3. Verify that the 'Export to Crystal Report' is enabled.
4. Verify that the 'Export Service Fee/Cross Reference to File' is disabled.
5. Verify that the 'Export Guarantor Definition to File' is enabled.
6. Click [Export to Crystal Report].
7. Verify that there are two options as below:
8. Service Fee/Cross Reference Export.
9. Guarantor Definition Export.
10. Click the 'Service Fee/Cross Reference Export' link.
11. Verify that the report shows "No Data Found For Report".
12. Return to the 'Main Report'.
13. Click the 'Guarantor Definition Export' link.
14. Validate that the report is displaying the value for the field 'County Where Service is Rendered', for 'Service code 1'.
15. Validate that there is no value displayed for the field 'County Where Service is Rendered' for 'Service code 2'.
16. Click [Close Report].
17. Click [Export Guarantor Definition to File].
18. Verify that the exported .txt file is stored locally.
19. Verify that the file contains 'Service Code 1', 'From Date', and the 'County Where Service is Rendered' values.
20. Close the file and return to the form.
21. Uncheck 'Guarantor Definition' in the 'Record Type(s) to Export' field.
22. Verify that the 'Export to Crystal Report' is disabled.
23. Verify that the 'Export Service Fee/Cross Reference to File' is disabled.
24. Verify that the 'Export Guarantor Definition to File' is disabled.
25. Select 'Service Fee/Cross Reference' in the 'Record Type(s) to Export' field.
26. Verify that the 'Export to Crystal Report' is enabled.
27. Verify that the 'Export Service Fee/Cross Reference to File' is enabled.
28. Verify that the 'Export Guarantor Definition to File' is disabled.
29. Click [Export to Crystal Report].
30. Verify that there are two options as below:
31. Service Fee/Cross Reference Export.
32. Guarantor Definition Export.
33. Click the 'Guarantor Definition Export' link.
34. Verify that the report shows "No Data Found For Report".
35. Return to the 'Main Report'.
36. Click the 'Service Fee/Cross Reference Export' link.
37. Validate that the report is displaying the value for the field 'County Where Service is Rendered', for 'Service code 1'.
38. Validate that there is no value displayed for the field 'County Where Service is Rendered' for 'Service code 2'.
39. Click [Close Report].
40. Click [Export Service Fee/Cross Reference to File].
41. Verify that the exported .txt file is stored locally.
42. Verify that the file contains 'Service Code 1', 'From Date', and the 'County Where Service is Rendered' values.
43. Close the file and return to the form.
44. Click [Discard].
45. Click [Yes].

• An existing service code is identified, or a new one is created. Note the service code.
• Service code 1.
• An existing financial class is identified. Note the financial class.
• Financial Class 1.
• File Import:
• Service Fee/Cross Reference Maintenance:
• File 1: Is created for 'Service code 1' with 'From Date' and contains a value with the below conditions for the new field 'County Where Service is Rendered'.
• Only having alphanumeric characters.
• More than 18 characters in length.
• File 2: Is created for 'Service code 1' with 'From Date' and contains a value with the below conditions for the new field 'County Where Service is Rendered'.
• Having 1-8 characters.
• Having non-alphanumeric characters (blank spaces, symbols, etc.).
• File 3: Is created for 'Service code 1' with 'From Date' and contains a value with the below conditions for the new field 'County Where Service is Rendered'.
• Having only 1-8 alphanumeric characters.
• Not having characters like - (blank spaces, symbols, etc.).
• Service Guarantor Definition:
• File 4: Is created for 'Service code 1' and 'Financial Class 1' with 'From Date' that contains a value with the below conditions for the new field 'County Where Service is Rendered'.
• Only having alphanumeric characters.
• More than 18 characters in length.
• File 5: Is created for 'Service code 1' and 'Financial Class 1' with 'From Date' that contains a value with the below conditions for the new field 'County Where Service is Rendered'.
• Having 1-8 characters.
• Having non-alphanumeric characters (blank spaces, symbols, etc.).
• File 6: Is created for 'Service code 1' and 'Financial Class 1' with 'From Date' that contains a value with the below conditions for the new field 'County Where Service is Rendered'.
• Having only 1-8 alphanumeric characters.
• Not having characters like - (blank spaces, symbols, etc.).

1. Open the 'File Import' form.
2. Select the 'Service Fee/Cross Reference Maintenance' from the 'File Type' field.
3. Select the 'Upload New File' option.
4. Click [Process Action].
5. Upload 'File 1'.
6. Select the 'Compile/Validate File' option.
7. Select the File from the dropdown that was uploaded.
8. Click [Process Action].
9. Verify the information message: "File [File Name] contains one or more errors. These errors can be reviewed using 'Print Errors' action".
10. Click [OK].
11. Select the 'Print Errors' option.
12. Select the File from the dropdown that has errors.
13. Click [Process Action].
14. Review the error report.
15. Verify the report displays the error: 'Enter up to 18 alphanumeric characters.'.
16. Click [X].
17. Select the 'Delete File' option.
18. Select the File from the dropdown that has errors.
19. Click [Process Action].
20. Click [Yes].
21. Click [OK].
22. Select the 'Upload New File' option.
23. Click [Process Action].
24. Upload 'File 2'.
25. Select the 'Compile/Validate File' option.
26. Select the File from the dropdown that was uploaded.
27. Click [Process Action].
28. Verify the information message: "File [File Name] contains one or more errors. These errors can be reviewed using 'Print Errors' action".
29. Click [OK].
30. Select the 'Print Errors' option.
31. Select the File from the dropdown that has errors.
32. Click [Process Action].
33. Review the error report.
34. Verify the report displays the error: 'Enter up to 18 alphanumeric characters.'.
35. Click [X].
36. Select the 'Delete File' option.
37. Select the File from the dropdown that has errors.
38. Click [Process Action].
39. Click [Yes].
40. Click [OK].
41. Select the 'Upload New File' option.
42. Click [Process Action].
43. Upload 'File 3'.
44. Select the 'Compile/Validate File' option.
45. Select the File from the dropdown that was uploaded.
46. Click [Process Action].
47. Verify the success message: "Compiled.".
48. Click [OK].
49. Select the 'Post File' option.
50. Select the File from the dropdown that was successfully compiled.
51. Click [Process Action].
52. Review the error report.
53. Verify the warning message displayed: "Posting this file will remove all fee definitions from your system and create new definitions with the information that exists in this file. Are you sure you want to continue?".
54. Click [Yes].
55. Verify the success message: "Posted.".
56. Click [OK].
57. Select the 'Print File' option.
58. Select the File from the dropdown that was successfully posted.
59. Click [Process Action].
60. Search for 'Service code 1'.
61. Verify that the 'County Where Service is Rendered' and its value is only displayed for the service codes that have the data filed. (If there is no data, it will not appear)
62. Click [Close Report].
63. Click [Discard].
64. Click [Yes].
65. Open the 'Service Fee/Cross Reference Maintenance' form.
66. Select the 'Edit Existing' option.
67. Search and select 'Service code 1' in the 'Service Code' field.
68. Enter the date used for 'Service code 1' in 'File 3'.
69. Click [Select Fee/Cross Ref To Edit/Default From Existing Row].
70. Select the appropriate record from the list.
71. Click [OK].
72. Verify that the field 'County Where Service is Rendered' has the value posted in 'File 3'.
73. Click [Discard].
74. Click [Yes].
75. Open the 'File Import' form.
76. Select the 'Service Guarantor Definitions' from the 'File Type' field.
77. Select the 'Upload New File' option.
78. Click [Process Action].
79. Upload 'File 4'.
80. Select the 'Compile/Validate File' option.
81. Select the File from the dropdown that was uploaded.
82. Click [Process Action].
83. Verify the information message: "File [File Name] contains one or more errors. These errors can be reviewed using 'Print Errors' action".
84. Click [OK].
85. Select the 'Print Errors' option.
86. Select the File from the dropdown that has errors.
87. Click [Process Action].
88. Review the error report.
89. Verify the report displays the error: 'Enter up to 18 alphanumeric characters.'.
90. Click [X].
91. Select the 'Delete File' option.
92. Select the File from the dropdown that has errors.
93. Click [Process Action].
94. Click [Yes].
95. Click [OK].
96. Select the 'Upload New File' option.
97. Click [Process Action].
98. Upload 'File 5'.
99. Select the 'Compile/Validate File' option.
100. Select the File from the dropdown that was uploaded.
101. Click [Process Action].
102. Verify the information message: "File [File Name] contains one or more errors. These errors can be reviewed using 'Print Errors' action".
103. Click [OK].
104. Select the 'Print Errors' option.
105. Select the File from the dropdown that has errors.
106. Click [Process Action].
107. Review the error report.
108. Verify the report displays the error: 'Enter up to 18 alphanumeric characters.'.
109. Click [X].
110. Select the 'Delete File' option.
111. Select the File from the dropdown that has errors.
112. Click [Process Action].
113. Click [Yes].
114. Click [OK].
115. Select the 'Upload New File' option.
116. Click [Process Action].
117. Upload 'File 6'.
118. Select the 'Compile/Validate File' option.
119. Select the File from the dropdown that was uploaded.
120. Click [Process Action].
121. Verify the success message: "Compiled.".
122. Click [OK].
123. Select the 'Post File' option.
124. Select the File from the dropdown that was successfully compiled.
125. Click [Process Action].
126. Review the error report.
127. Verify the warning message displayed: "Posting this file will remove all fee definitions from your system and create new definitions with the information that exists in this file. Are you sure you want to continue?".
128. Click [Yes].
129. Verify the success message: "Posted.".
130. Click [OK].
131. Click [Discard].
132. Click [Yes].
133. Open the 'Service Fee/Cross Reference Maintenance' form.
134. Select the 'Guarantor Definitions' section.
135. Select the 'Edit Existing' option.
136. Search and select 'Service code 1' in the 'Service Code' field.
137. Enter the date used for 'Service code 1' in 'File 6'.
138. Click [Select Definition To Edit/Default From Existing Row].
139. Select the appropriate record from the list.
140. Click [OK].
141. Verify that the field 'County Where Service is Rendered' has the value posted in 'File 6'.
142. Click [Discard].
143. Click [Yes].

• An existing service code is identified, or a new one is created. Note the service code.
• Service code 1.
• Service Fee/Cross Reference Definition:
• Has an existing 'Service Fee/Cross Reference Definition'. (note the 'From Date')
• The 'County Where Service is Rendered' field does not have any value.
• Guarantor Definition:
• Does not have any existing 'Guarantor Definition'.
• Service code 2.
• Has an existing 'Service Fee/Cross Reference Definition'. (note the 'From Date')
• The 'County Where Service is Rendered' field does not have any value.

1. Open the 'Service Fee/Cross Reference Maintenance' form.
2. Verify that the new field 'County Where Service is Rendered' is displayed.
3. Initially this field will be empty.
4. This field will be enabled and not required.
5. Select the 'Enter New' option.
6. This field will be empty.
7. This field will be enabled and not required.
8. Select the 'Edit Existing' option.
9. Validate that the new field 'County Where Service is Rendered' is displayed.
10. This field will be disabled now.
11. Search and select 'Service code 1' in the 'Service Code' field.
12. Enter the appropriate date value in the 'From Date' field for 'Service code 1' noted in the setup.
13. Click [Select Fee/Cross Ref To Edit/Default From Existing Row].
14. Select the appropriate record from the list.
15. Click [OK].
16. Validate that the new field 'County Where Service is Rendered' is displayed.
17. This field will be empty.
18. This field will be enabled and not required.
19. Try to enter any desired value that is more than 18 characters in length in the field 'County Where Service is Rendered'.
20. Verify that the field is restricted only to accept 18 characters.
21. Enter any desired value in the 'County Where Service is Rendered' field that satisfies the following conditions,
22. The total character length will be 1 - 18.
23. Will have characters other than alphanumeric (Blank spaces).
24. Tab out from the 'County Where Service is Rendered' field.
25. Verify that the error message displayed: "Invalid entry. Please enter 1-18 alphanumeric characters."
26. Click [OK].
27. Select the 'Service Fee/Cross Reference Maintenance' item.
28. Validate that the value is cleared in the 'County Where Service is Rendered' field.
29. Enter any desired value in the 'County Where Service is Rendered' field that satisfies the following conditions,
30. The total character length will be 1 - 18.
31. Will have characters other than alphanumeric (special characters, symbols, etc.).
32. Tab out from the 'County Where Service is Rendered' field.
33. Verify that the error message displayed: "Invalid entry. Please enter 1-18 alphanumeric characters."
34. Click [OK].
35. Select the 'Service Fee/Cross Reference Maintenance' item.
36. Validate that the value is cleared in the 'County Where Service is Rendered' field.
37. Enter any desired value in the 'County Where Service is Rendered' field that satisfies the following conditions,
38. The total character length will be 1 - 18.
39. Will have only the alphanumeric characters (without blank spaces, special characters, symbols, etc.).
40. Tab out from the 'County Where Service is Rendered' field.
41. Click [Submit].
42. Click [Yes].
43. Validate that the value is cleared in the 'County Where Service is Rendered' field and disabled.
44. Select the 'Edit Existing' option.
45. Search and select 'Service code 2' in the 'Service Code' field.
46. Enter the appropriate date value in the 'From Date' field for 'Service code 2' noted in the setup.
47. Click [Select Fee/Cross Ref To Edit/Default From Existing Row].
48. Select the appropriate record from the list.
49. Click [OK].
50. Validate that the new field 'County Where Service is Rendered' does not have any values in it.
51. Click [Submit].
52. Click [Yes].
53. Click [Service Fee/Cross Reference Definition Report].
54. Select 'Service code 1' in the group tree.
55. Click the 'Service Code Cross References' link.
56. Verify that the new field 'County Where Service is Rendered' is displayed with the value.
57. Navigate back to the 'Main report' tab.
58. Select 'Service code 2' in the group tree.
59. Click the 'Service Code Cross References' link.
60. Verify that the new field 'County Where Service is Rendered' is not displayed when there is no value filed.
61. Click [Close Report].
62. Click [Discard].
63. Click [Yes].
64. Open the 'Service Fee/Cross Reference Maintenance' form.
65. Select the 'Guarantor Definitions' item.
66. Verify that the new field 'County Where Service is Rendered' is displayed.
67. Initially this field will be empty.
68. This field will be enabled and not required.
69. Select the 'Edit Existing' option.
70. Validate that the new field 'County Where Service is Rendered' is displayed.
71. This field will be disabled now.
72. Select the 'Enter New' option.
73. This field will be empty.
74. This field will be enabled and not required.
75. Search and select 'Service code 1' in the 'Service Code' field.
76. Enter any desired date value in the 'From Date' field.
77. Enter any desired values in all the required fields.
78. Validate that the new field 'County Where Service is Rendered' is displayed.
79. This field will be empty.
80. This field will be enabled and not required.
81. Try to enter any desired value that is more than 18 characters in length in the field 'County Where Service is Rendered'.
82. Verify that the field is restricted only to accept 18 characters.
83. Enter any desired value in the 'County Where Service is Rendered' field that satisfies the following conditions,
84. The total character length will be 1 - 18.
85. Will have characters other than alphanumeric (Blank spaces).
86. Tab out from the 'County Where Service is Rendered' field.
87. Verify that the error message displayed: "Invalid entry. Please enter 1-18 alphanumeric characters."
88. Click [OK].
89. Validate that the value is cleared in the 'County Where Service is Rendered' field.
90. Enter any desired value in the 'County Where Service is Rendered' field that satisfies the following conditions,
91. The total character length will be 1 - 18.
92. Will have characters other than alphanumeric (special characters, symbols, etc.).
93. Tab out from the 'County Where Service is Rendered' field.
94. Verify that the error message displayed: "Invalid entry. Please enter 1-18 alphanumeric characters."
95. Click [OK].
96. Validate that the value is cleared in the 'County Where Service is Rendered' field.
97. Enter any desired value in the 'County Where Service is Rendered' field that satisfies the following conditions,
98. The total character length will be 1 - 18.
99. Will have only the alphanumeric characters (without blank spaces, special characters, symbols, etc.).
100. Tab out from the 'County Where Service is Rendered' field.
101. Click [Submit].
102. Click [Yes].
103. Validate that the value is cleared in the 'County Where Service is Rendered' field and disabled.
104. Select the 'Edit Existing' option.
105. Search and select 'Service code1' in the 'Service Code' field.
106. Enter the date that is used in step 2(g) in the 'From Date' field.
107. Click [Select Definition To Edit/Default From Existing Row].
108. Select the appropriate record from the list.
109. Click [OK].
110. Validate that the new field 'County Where Service is Rendered' has the value filed in step 2(v).
111. Click [Discard].
112. Click [Yes].

• Service code 1.
• An existing service code is identified or a new one is created. (Note the service code).
• Service Fee/Cross Reference Definition:
• Has an existing 'Service Fee/Cross Reference Definition'. (note the 'From Date')
• The 'County Where Service is Rendered' field does not contain any value.
• Guarantor Definition:
• Does not have any existing 'Guarantor Definition'.
• Guarantor 1:
• Identify an existing guarantor.
• Note down the financial class of 'Guarantor 1'
• Financial class 1.
• Client 1:
• A new client is created and admitted to an inpatient program.
• The client has an active diagnosis and financial eligibility records.
• The client has the closed charge for 'Service code 1'.
• Interim batch 1:
• An interim batch is created that covers the charge for 'Client 1'.

1. Open the 'Service Fee/Cross Reference Maintenance' form.
2. Select 'Edit Existing'.
3. Search and select 'Service code 1' in the 'Service Code' field.
4. Enter the appropriate date value in the 'From Date' field for 'Service code 1' noted in the setup.
5. Click [Select Fee/Cross Ref To Edit/Default From Existing Row].
6. Select the appropriate record from the list.
7. Click [OK].
8. Validate that the new field 'County Where Service is Rendered' is displayed and contains no value.
9. Select the 'Guarantor Definitions' item.
10. Select 'Enter New'.
11. Search and select 'Service code 1' in the 'Service Code' field.
12. Enter any desired date value in the 'From Date'.
13. Select 'Financial class 1'.
14. Select 'Guarantor 1'.
15. Select all other required fields.
16. Leave the 'County Where Service is Rendered' field as blank.
17. Click [Submit].
18. Click [No].
19. Open the 'Electronic Billing' form.
20. Run the '837-Institutional' compile by selecting the below values:
21. Financial class 1.
22. Guarantor 1.
23. Interim batch 1.
24. Print the compiled 837I bill file.
25. Validate that the 2300-HI-11 segment displays correctly and that no new data is present.
26. Close the report.
27. Click [No].
28. Open the 'Service Fee/Cross Reference Maintenance' form.
29. Select 'Edit Existing'.
30. Search and select 'Service code 1' in the 'Service Code' field.
31. Enter the appropriate date value in the 'From Date' field for 'Service code 1' noted in the setup.
32. Click [Select Fee/Cross Ref To Edit/Default From Existing Row].
33. Select the appropriate record from the list.
34. Click [OK].
35. Enter any desired value in the new field 'County Where Service is Rendered'.
36. Click [Submit].
37. Click [No].
38. Open the 'Electronic Billing' form.
39. Run the '837-Institutional' compile by selecting the below values:
40. Financial class 1.
41. Guarantor 1.
42. Interim batch 1.
43. Print the compiled 837I bill file.
44. Validate that there is a new field entry in 2300-HI-11 for the value filed for 'County Where Service is Rendered' in the 'Service Fee/Cross Maintenance' section.
45. For example, It will be listed as "BE:85:::<value>".
46. Close the report.
47. Click [No].
48. Open the 'Service Fee/Cross Reference Maintenance' form.
49. Select the 'Guarantor Definitions' item.
50. Select 'Edit Existing'.
51. Search and select 'Service code 1' in the 'Service Code' field.
52. Enter the appropriate date value in the 'From Date' field for 'Service code 1' noted in the setup.
53. Click [Select Fee/Cross Ref To Edit/Default From Existing Row].
54. Select the appropriate record from the list.
55. Click [OK].
56. Enter any desired value in the new field 'County Where Service is Rendered'.
57. Click [Submit].
58. Click [No].
59. Open the 'Electronic Billing' form.
60. Run the '837-Institutional' compile by selecting the below values:
61. Financial class 1.
62. Guarantor 1.
63. Interim batch 1.
64. Print the compiled 837I bill file.
65. Validate that there is a new field entry in 2300-HI-11 for the value filed for 'County Where Service is Rendered' in the 'Guarantor Definitions' section.
66. For example, It will be listed as "BE:85:::<value>".
67. Close the report.
68. Click [No].
69. Open the 'Service Fee/Cross Reference Maintenance' form.
70. Select 'Edit Existing'.
71. Search and select 'Service code 1' in the 'Service Code' field.
72. Enter the appropriate date value in the 'From Date' field for 'Service code 1' noted in the setup.
73. Click [Select Fee/Cross Ref To Edit/Default From Existing Row].
74. Select the appropriate record from the list.
75. Click [OK].
76. Validate that the field 'County Where Service is Rendered' is displayed with the value already in the file.
77. Set the 'County Where Service is Rendered' field as empty.
78. Click [Submit].
79. Click [No].
80. Open the 'Electronic Billing' form.
81. Run the '837-Institutional' compile by selecting the below values:
82. Financial class 1.
83. Guarantor 1.
84. Interim batch 1.
85. Print the compiled 837I bill file.
86. Validate that there is a new field entry in 2300-HI-11 for the value filed for 'County Where Service is Rendered' in the 'Guarantor Definitions' section.
87. For example, It will be listed as "BE:85:::<value>".
88. Close the report.
89. Click [No].