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Avatar PM 2024 Update 70

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2024 Monthly Release 2024.01.01
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

The 'AR Roll Forward Report' form is added.

Required Updates

None

Included Updates

8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 57, 60

Details
NEW1 CHANGED0 FIXED0
New (1)
AR Roll Forward Report
A new form, 'AR Roll Forward Report', has been added to the system.
The AR Roll Forward Report is a listing of all client accounts with a balance, including billed and unbilled A/R.
The report is generated for an Accounting Period.
The report will display an opening A/R balance for the selected Accounting Period, the client-based transactions recorded within the selected Accounting Period and the ending A/R balance.
Value Added: Provided greater reporting of unbilled and claimed services.
Topics
• AR Roll Forward Report
 
Acceptance Tests
AV-89967 Summary | Details
AR Roll Forward Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Roll Forward Report
  • Client Charge Input
  • Client Ledger
  • Crystal Report Viewer
  • User Definition
Scenario 1: AR Roll Forward Report
Specific Setup:
  • User Definition has been used to give the tester access to the report and table:
  • Report = Avatar PM->Billing->AR Management->AR Roll Forward Report.
  • Table = SYSTEM.ar_roll_forward_rpt.
  • Refresh the forms.
  • Clients:
  • Client 1 has an outstanding balance, with all services being at least 90 days old. Use the Client Ledger' to run a report for the client and save the report.
  • Client 2 has no services. Use the Client Ledger' to verify that the client has no services.
Steps
  1. Open the "AR Roll Forward Report" form.
  2. Validate that the form opened in the 'AR Roll Forward Compile' section.
  3. Enter desired date in 'Accounting Period End Date' that is two months in the past. Note that the date will default to the last day of the month/year entered.
  4. Select desired value in 'Data Export Format'.
  5. If 'No' is selected, data is prepared in a Crystal report.
  6. If 'Yes' is selected, is prepared in a Crystal report which can be exported
  7. Click [Compile] and [OK].
  8. A message is received that the report will run in the background.
  9. You can exit the form or log out of the system while the form is running in the background as the length of time varies based on the number of active clients. Once completed, you can reopen the 'AR Roll Forward Report' to view the report.
  10. Click the 'AR Roll Forward Report' section.
  11. Click [Run Report].
  12. The report opens and contains:
  13. 'Print Report' and 'Export' buttons.
  14. A left side panel that lists each client in the report.
  15. The body of the report contains data for the clients and may be more than one page.
  16. Click [Print Report]. The report opens as a .pdf file.
  17. Click [Export]. Select the desired format. Click [OK] to generate the export or [Cancel] to cancel the selection.
  18. If [OK] was clicked the report will open in the desired format and can be saved.
  19. If [Cancel] was clicked the 'Print Report' and 'Export' buttons display again.
  20. Verify that the data for 'Client 1' is correct.
  21. Verify that 'Client 2' is not included in the report.
  22. Click [Close Report] to close the report.
  23. Click [Discard] and click [Yes].
  24. Using a client charge input form enter a minimum of one service for 'Client 2' that is in the previous month, after the month the selected in the 'AR Roll Forward Report' created above.
  25. Open 'Client Ledger' and process the rep port for 'Client 2'. Verify that the client now has a balance due.
  26. Open the "AR Roll Forward Report" form.
  27. Enter desired date in 'Accounting Period End Date' that for the month of the service for 'Client 2'. Note that the date will default to the last day of the month/year entered.
  28. Select desired value in 'Data Export Format'.
  29. Click [Compile] and [OK].
  30. A message is received that the report will run in the background.
  31. You can exit the form or log out of the system while the form is running in the background as the length of time varies based on the number of active clients. Once completed, you can reopen the 'AR Roll Forward Report' to view the report.
  32. Click the 'AR Roll Forward Report' section.
  33. Click [Run Report].
  34. Verify that the data for 'Client 1' is still correct because no services, payments, adjustments, or transfers were added.
  35. Verify that the data for 'Client 2' is correct.
  36. Click [Close Report] to close the report.
  37. Click [Discard] and click [Yes].
  38. If desired, query the 'SYSTEM.ar_roll_forward_rpt' table specific to a client in the report using the 'PATID'.
  39. Validate the data in the following fields: EPISODE_NUMBER; FACILITY; ID; PATID; account_balance; admission_date; patient_name; patient_type; prior_account_balance; prior_account_balance; total_adjustments; total_charges; and total_payments.
  40. Close the query.
Topics
• AR Roll Forward Report
Table Changes

Table|Column|Change --|-|- ar_roll_forward_rpt