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Avatar PM 2024 Update 60

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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

The following issues are resolved: 1) The 'Target Client Id' may be cleared out after selecting a client episode within the 'Client Merge' form. 2) The service code may be truncated in the 'Service Code' field within the 'Service Codes' form.

Required Updates

None

Included Updates

16, 17, 29, 35, 44, 46

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
'Service Codes' form
Ensure the 'Service Codes' form does not allow for service codes containing equal signs. KB0076653 v0.01
Topics
• Service Codes
 
Client Merge - 'Target Client'
Ensure the 'Target Client' field is not cleared out after selecting a client episode in the 'Client Merge' form.
Topics
• Client Merge
 
Acceptance Tests
AV-95227 Summary | Details
'Service Codes' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
Scenario 1: Service Codes - Add/Edit a Service Code
Steps
  1. Access the 'Service Codes' form.
  2. Select "Add" in the 'Add New or Edit Existing' field.
  3. Enter the desired value in the 'New Service Code' field.
  4. Enter any value with an equal sign in the 'Service Code Definition' field.
  5. Validate a message is displayed stating: Service Code Definition cannot contain an equal sign.
  6. Click [OK].
  7. Enter the desired value in the 'Service Code Definition' field.
  8. Select the desired value in the 'Service Required By' field.
  9. Select the desired value in the 'Type Of Service' field.
  10. Select the desired value in the 'Type Of Fee' field.
  11. Select the desired value in the 'Group Code' field.
  12. Select the desired value in the 'Insurance Charge Category' field.
  13. Select the desired value in the 'Is This A Balance Forward Service Code' field.
  14. Select the desired value in the 'Does This Code Have a Professional Component' field.
  15. Select the desired value in the 'Is This Service a Visit?' field.
  16. Select the desired value in the 'Is This Service An Intervention?' field.
  17. Populate any other required and desired fields.
  18. Click [Submit] and [Yes].
  19. Select "Edit" in the 'Add New Or Edit Existing' field.
  20. Select the service code added in the previous steps in the 'Service Code' field.
  21. Validate all previously filed data is displayed.
  22. Close the form.
Topics
• Service Codes
AV-97788 Summary | Details
Client Merge - 'Target Client'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
Scenario 1: Client Merge - Merge client
Specific Setup:
  • Two clients are enrolled in existing episodes (Client A & Client B).
  • "Client A" must have existing services on file for "Episode 1".
Steps
  1. Access the 'Client Merge' form.
  2. Select "Client A" in the 'Source Client' field.
  3. Select "Client B" in the 'Target Client' field.
  4. Select "Episode 1" in the 'Source Client Episode' field.
  5. Validate "Client B" remains selected in the 'Target Client' field.
  6. Select "Yes" in the 'Create New Episode On Merge' field.
  7. Click [File].
  8. Validate a 'Do you wish to continue with the indicated action?' message is displayed.
  9. Click [Yes].
  10. Validate a message stating 'The following new episode has been created for the target client indicated. Episode 2' is displayed.
  11. Click [OK] and close the form.
  12. Access the 'Client Ledger' form.
  13. Select "Client B" in the 'Client ID' field.
  14. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  15. Select "Simple" in the 'Ledger Type' field.
  16. Select "Yes" in the 'Include Zero Charges' field.
  17. Click [Process].
  18. Validate the service merged from "Client A" is displayed.
  19. Close the report and the form.
Topics
• Client Merge