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Avatar PM 2024 Update 72

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Product Requirements and Recommendations

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RADplus required

Recommended Update Level

Avatar PM 2024 Monthly Release 2024.01.01
Avatar PM 2024 Update 80
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

The 'Remittance Processing' widget is added to the system. Additionally, the 'Prevent Posting Payments Unless Payment has been Acknowledged' registry setting is modified to include the new 'Remittance Processing' widget.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Remittance Processing Widget
Remittance Processing Widget is added to the system.
Value Added: Users can now access Remittance Processing Widget as it is added to the system
Topics
• Remittance Processing • Widgets
 
Acceptance Tests
AV-97376 Summary | Details
Remittance Processing Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Remittance Processing Widget
Scenario 1: NTST_Remittance_Processing Widget - Installation
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings to the Following Search Criteria': Enable Payment Acknowledgement
  • Set the 'Enable Payment Acknowledgement' Registry Setting Value: Y.
  • Set the 'Limit Registry Settings to the Following Search Criteria': Prevent Posting Payments Unless Payment
  • Set the 'Prevent Posting Payments Unless Payment' Registry Setting Value:7.
  • User Definition:
  • Note the current home view for the logged in user.
  • Posting/Adjustment Codes Definition:
  • Existing posting code(s) are identified to be used for Payment, Adjustment, and Transfer.
  • Admission:
  • Client 1:
  • An existing client is identified, or a new client is admitted. Note the client's id/name, episode number, and admission program.
  • Guarantors/Payors:
  • Guarantors are identified, or new guarantors are created to be assigned to the client. Note the guarantor's code/name.
  • Financial Eligibility:
  • The guarantors identified above are assigned to the client.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Note the service start/ end date and service code used.
Steps
  1. Open the "View Definition" form.
  2. Select the home view identified in the setup section.
  3. Click [Launch View Designer].
  4. Search for the NTST_ Remittance_Processing widget in the list of Available Widgets under the 'Billing' --> 'Remittance Processing'.
  5. Select NTST_Remittance_Processing widget from 'Available Widgets'.
  6. Click [>] to move NTST_Remittance_Processing widget to 'Assigned Widgets'.
  7. Configure the home view to include the widget.
  8. Click [Submit].
  9. Click [Submit] in View Definition form to save the widget.
  10. Validate that the Form Return dialog contains 'Form Return View Definition has completed.'
  11. Click [No].
  12. Click [My Activity]. Please note: It is located in the top right corner.
  13. Select 'VIEW/ADD WIDGETS'.
  14. Click [Reload View].
  15. Validate that the Confirm Reload dialog contains 'Confirm Reload: Are you sure you want to discard current changes and reload layout from the server?'.
  16. Click [Yes].
  17. Review the home view.
  18. Open "Registry Settings" form.
  19. Set the 'Limit Registry Settings to the Following Search Criteria': Prevent Posting Payments Unless Payment
  20. Set the 'Prevent Posting Payments Unless Payment' Registry Setting Value:1&3&5.
  21. Validate the registry setting text area.
  22. Click [Submit].
  23. Validate the message 'Successfully filing in the system'.
  24. Click [OK].
  25. Verify the NTST_ Remittance_Processing widget is included in the home view.
  26. Click [Create] in 'Action For Batch'.
  27. Enter any value in 'Description'.
  28. Select any value from 'Default Payment Code'.
  29. Select any value from 'Default Adjustment Code'.
  30. Select any value from 'Default Transfer Code'.
  31. Select any date in 'Receipt Date'.
  32. Select any date in 'Deposit Date'.
  33. Select any date in 'Posting Date'.
  34. Click [Remittance Details].
  35. Click [Add Row].
  36. Enter 'Client 1' created in setup.
  37. Select appropriate Guarantor assigned to Client 1 in 'Guar ID'.
  38. In any of Service Rows, enter any payment amount in 'Pmt amt' .
  39. Validate the 'Pmt Code' defaults to default Payment Code selected in above batch.
  40. Enter any Adjustment Amount in 'Adj amt'.
  41. Validate the 'Adj Code' defaults to default Adjustment Code selected in above batch.
  42. Enter any Transfer Amount in 'Xfr amt'.
  43. Validate the 'Xfr Code' defaults to default Transfer Code selected in above batch.
  44. Select any Guarantor in 'Xfr to Guar'.
  45. Click [Save and Exit].
  46. Validate the dialog contains 'Remittance Batch Saved'.
  47. Click [OK].
  48. Click [Yes] in 'Remittance Ready To Post'.
  49. Click [Post Batch].
  50. Validate the message 'Remittance batch posted. Number of transactions: 1'.
  51. Click [OK].
Topics
• Remittance Processing • Widgets