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Avatar PM 2024 Update 63

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Recommended Update Level

Avatar PM 2024 Monthly Release 2024.01.01
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

An issue is resolved where the 'Retroactive Payor Change' form may not process unbilled services with guarantor 99999.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Retroactive Payor Change
Issue is resolved where Retroactive Payor Change form doesn’t process unbilled services with guarantor 99999 for individual or all clients. KB0076658 v0.01
Users can now input guarantor 99999 in a client’s financial eligibility without creating an interim billing batch. This update ensures that unbilled services are processed seamlessly within the Retroactive Payor Change form for both individual and multiple clients.
Topics
• Retroactive Payor Change
 
Acceptance Tests
AV-96379 Summary | Details
Retroactive Payor Change
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Admission (Outpatient)
  • Client Charge Input
  • Client Ledger
  • Financial Eligibility
  • Retroactive Payor Change
  • Service Codes
Scenario 1: RETROACTIVE PAYOR CHANGE - Compile Individual Client
Specific Setup:
  • Admit a Client in Out Patient Program. Note Client ID Program and Admission Date.
  • Financial Eligibility
  • 99999 NTST Default Guarantor acts as the Primary Guarantor.
Steps
  1. Open the "Admission(Out Patient)" form.
  2. Set any value to 'Last Name', 'First Name' and
  3. Select any value from the 'Sex' dropdown list.
  4. Click [Search] button.
  5. Set any value in 'Social Security Number'
  6. Click [Search] button.
  7. Click [New Client] button.
  8. Validate the Client dialog contains “Client No Yes Auto Assign Next ID Number?”.
  9. Set any value in 'Date Of Birth'
  10. Set any value in 'Pre admit/Admission Date'.
  11. Select any value from the 'Program' dropdown list
  12. Select any value from the 'Type Of Admission' dropdown list.
  13. Set any value in the 'Client’s Address - Street'.
  14. Set any value in 'Zip Code'.
  15. Select any value from the 'Client Race' dropdown list,
  16. Select any value from the 'Ethnic Origin' dropdown list.
  17. Select any value from the 'Religion' dropdown list.
  18. Click [Submit] button.
  19. Open "Client Charge Input" form.
  20. Set any value in 'Date Of Service'.
  21. Set the 'Client ID' created above.
  22. Set any value in 'Service Code'.
  23. Set any value in 'Practitioner'
  24. Click [Submit]
  25. Validate the Form Return dialog.
  26. Open the "Close Charges" form.
  27. Select the [Close Charges] in 'Liability Update Or Close Charges' radio button.
  28. Set any value in 'Thru Date'.
  29. Click [Individual] in 'Individual, All, Or Interim Batch Cycle' radio button.
  30. Set the 'Client ID' created above.
  31. Select any episode from the 'Episode Number' dropdown list.
  32. Click [Submit].
  33. Validate the Form Return dialog.
  34. Open the "Client Ledger" form.
  35. Set the 'Client ID' created above.
  36. Click [All Episodes] in 'Claim/Episode/All Episodes' radio button.
  37. Click [Simple] in 'Ledger Type' radio button.
  38. Click [Process] button.
  39. Validate in the CLIENT LEDGER to ensure allocation of charges to the 99999 NTST Default Payor.
  40. Click the Client Ledger [X] link.
  41. Validate the Form Return dialog.
  42. Open the "Retroactive Payor Change" form.
  43. Set any value in 'From Date'.
  44. Set any value in 'To Date'.
  45. Click [Compile] in 'Compile Or Post' radio button
  46. Click [No] in 'Compile Interim Billing Batch?' radio button.
  47. Click [Individual] in 'Compile Individual or All Clients' radio button.
  48. Set the 'Client ID' to created above.
  49. Click [Non-Recoverable object] in 'Financial Classes To Transfer Liability From *'.
  50. Click [NTST Default Payor (99999)] in 'Guarantors To Transfer Liability From'
  51. Click [Submit].
  52. Validate the Retroactive Payor Change dialog.
  53. Click [Yes] button.
  54. Click [Review Previously Compiled Information] button.
  55. Validate the Crystal Report page to ensure allocation of charges to the 99999 NTST Default Payor.
  56. Click [Close Report] button.
  57. Click[Submit] button.
  58. Click [Discard] button.
  59. Validate Confirm Close dialog.
  60. Click [Yes] button.
  61. Open "Retroactive Payor Change" form.
  62. Click [Post] in 'Compile Or Post' radio button.
  63. Select any value from the 'Transfer Code' drop down list.
  64. Select any value from the 'Payor To Assign' drop down list.
  65. Click [Y] in the 'Date Of Receipt'
  66. Click [T] in the 'Posting Date'.
  67. Click [Submit].
  68. Validate the Retroactive Payor Change dialog.
  69. Confirm the reassignment of liabilities.
  70. Validate the records assigned and total amount assigned.
  71. Return to the form.
  72. Click the [Review Previously Compiled Information] button.
  73. Click [Close Report] button.
  74. Click [Discard] button
  75. Validate the message 'confirm closing without saving'.
  76. Click [Yes].
  77. Open the "Client Ledger" form.
  78. Set the 'Client ID' created above.
  79. Click the [All Episodes] in 'Claim/Episode/All Episodes' radio button.
  80. Click the [Simple] in 'Ledger Type' radio button.
  81. Click the [Process] button.
  82. Validate the CLIENT LEDGER to ensure allocation of charges to the Guarantor selected above in the "Retroactive Payor Change" form.
  83. Click the Client Ledger [X] link.
  84. Validate the Form Return dialog.
Scenario 2: RETROACTIVE PAYOR CHANGE - Compile All Clients
Specific Setup:
  • Admit a Client in Out Patient/ In Patient Program. Note Client ID Program and Admission Date.
  • Financial Eligibility:
  • 99999 NTST Default Guarantor acts as the Primary Guarantor.
Steps
  1. Open the "Admission(Out Patient)" form.
  2. Set any value to 'Last Name', 'First Name'
  3. Select any value from the 'Sex' dropdown list.
  4. Click the [Search] button.
  5. Set any value in 'Social Security Number'.
  6. Click the [Search] button.
  7. Click the [New Client].
  8. Validate the Client dialog contains “Client No Yes Auto Assign Next ID Number?”.
  9. Set any value in 'Date Of Birth'.
  10. Set any value in 'Pre admit/Admission Date'.
  11. Select any value from the 'Program' dropdown list
  12. Select any value from the 'Type Of Admission' dropdown list.
  13. Set any value in the 'Client’s Address - Street'.
  14. Set any value in 'Zip Code'.
  15. Select any value from the 'Client Race' dropdown list,
  16. Select any value from the 'Ethnic Origin' dropdown list.
  17. Select any value from the 'Religion' dropdown list.
  18. Click [Submit] button.
  19. Open "Client Charge Input" form.
  20. Set any value in 'Date Of Service'.
  21. Set the 'Client ID' created above.
  22. Set any value in 'Service Code'.
  23. Set any value in 'Practitioner'.
  24. Click [Submit].
  25. Validate the Form Return dialog.
  26. Open the "Close Charges" form.
  27. Select the [Close Charges] in 'Liability Update Or Close Charges' radio button.
  28. Set any value in 'Thru Date'.
  29. Click the [Individual] in 'Individual, All, Or Interim Batch Cycle' radio button.
  30. Set the 'Client ID' created above.
  31. Select any episode from the 'Episode Number' dropdown list.
  32. Click [Submit].
  33. Validate the Form Return dialog.
  34. Open the "Client Ledger" form.
  35. Set the 'Client ID' created above.
  36. Click the [All Episodes] in 'Claim/Episode/All Episodes' radio button.
  37. Click the [Simple] in 'Ledger Type' radio button.
  38. Click the [Process] button.
  39. Validate in the CLIENT LEDGER to ensure allocation of charges to the 99999 NTST Default Payor.
  40. Click the Client Ledger [X] link.
  41. Validate the Form Return dialog.
  42. Open the "Retroactive Payor Change" form.
  43. Set any value in 'From Date'.
  44. Set any value in 'To Date'.
  45. Click [Compile] in 'Compile Or Post' radio button
  46. Click [No] in 'Compile Interim Billing Batch?' radio button.
  47. Click [All Clients] in 'Compile Individual or All Clients' radio button.
  48. Click [Non-Recoverable object] in 'Financial Classes To Transfer Liability From *'.
  49. Click [NTST Default Payor (99999)] in 'Guarantors To Transfer Liability From'
  50. Click [Submit].
  51. Validate the Retroactive Payor Change dialog.
  52. Click [Yes] button.
  53. Click the [Review Previously Compiled Information] button.
  54. Validate the Crystal Report page to ensure allocation of charges to the 99999 NTST Default Payor.
  55. Click [Close Report] button.
  56. Click [Submit] button.
  57. Click [Discard] button.
  58. Validate Confirm Close dialog.
  59. Click [Yes] button.
  60. Open "Retroactive Payor Change" form.
  61. Click [Post] in 'Compile Or Post' radio button.
  62. Select any value from the 'Transfer Code' drop down list.
  63. Select any value from the 'Payor To Assign' drop down list.
  64. Click [Y] in the 'Date Of Receipt'
  65. Click [T] in the 'Posting Date'.
  66. Click [Submit].
  67. Validate the Retroactive Payor Change dialog.
  68. Confirm the reassignment of liabilities.
  69. Validate the records assigned and total amount assigned.
  70. Return to the form.
  71. Click the [Review Previously Compiled Information] button.
  72. Click the [Close Report] button.
  73. Click the [Discard] button
  74. Validate the message 'confirm closing without saving'.
  75. Click [Yes].
  76. Open the "Client Ledger" form.
  77. Set the 'Client ID' created above.
  78. Click [All Episodes] in 'Claim/Episode/All Episodes' radio button.
  79. Click [Simple] in 'Ledger Type' radio button.
  80. Click [Process] button.
  81. Validate the CLIENT LEDGER to ensure allocation of charges to the Guarantor selected above in the "Retroactive Payor Change" form.
  82. Click the Client Ledger [X] link.
  83. Validate the Form Return dialog.
Topics
• Retroactive Payor Change