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Avatar PM 2024 Update 84

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Product Requirements and Recommendations

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RADplus required

Recommended Update Level

Avatar PM 2023 Update 116
Avatar PM 2024 Monthly Release 2024.01.02
Avatar PM 2024 Update 9
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

Issues in the 'File Import' form are resolved: 1) The issue with the "Guarantors/Payors" file type where a pop-up message box may be presented to the user for every record in the file. 2) The "[UNDEFINED] ValidateTransfer+14^FileImport835 *postingData" error that can occur with the "Guarantors/Payors 835" file type.

Required Updates

None

Included Updates

8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 47, 57, 60, 61, 70, 77, 80

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
File Import
An issue is resolved in "Guarantors/Payors" file type where an alert message displays for every record.
KB0076633 v0.01
In the 'Guarantors/Payors' file type, when a guarantor is imported through 'file import', each record would display a pop-up notification. This is now resolved.
Topics
• File Import • Guarantor/Payors
 
File Import
An issue is resolved to allow posting 'Guarantors/Payors 835' through 'File Import' to successfully complete. KB0076634 v0.01
Topics
• File Import
 
Acceptance Tests
AV-97556 Summary | Details
File Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • File Import
  • Guarantors/Payors
Scenario 1: File Import: Guarantors Payors Add/Edit
Specific Setup:
  • File Import:
  • The 'Guarantors/Payors' file type is added to the File Import.
  • Create an import file to add a new 'Guarantors/Payors', "File A".
  • Create an import file to edit above 'Guarantors/Payors', "File B".
Steps
  1. Open the "File Import" form.
  2. Select the "Guarantors/Payors" in 'File Type'.
  3. Select "Upload New File" in 'Action'.
  4. Click [Process Action].
  5. Select "File A".
  6. Select "Compile/Validate File" in 'Action'.
  7. Select "File A" in 'Files(s)'.
  8. Click [Process Action].
  9. Validate the message displays: Compiled
  10. Click [OK].
  11. Select "Print File" in 'Action'.
  12. Select "File A" in 'Files(s)'.
  13. Click [Process Action].
  14. Validate the report displays the contents of the file.
  15. Click [Close Report].
  16. Select "Post File" in 'Action'.
  17. Click [Process Action].
  18. Select "File A".
  19. Validate the message displays: Posted.
  20. Click [OK].
  21. Close the form.
  22. Open the "Guarantors/Payors" form.
  23. Click [Edit].
  24. Select the guarantor in "File A".
  25. Validate the form contains the data based on the uploaded file.
  26. Close the form.
  27. Follow steps 1 - 26 for "File B" which edits the guarantor through file import.
Topics
• File Import • Guarantor/Payors
AV-97625 Summary | Details
File Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guarantors/Payors
Scenario 1: File Import: Guarantors Payors 835
Specific Setup:
  • File Import:
  • The 'Guarantors/Payors 835' file type is added to "File Import"
  • Create an import file to add invalid 835 details to a Guarantor. "File A".
  • Create an import file to add valid 835 details to a valid Guarantor: "File B".
Steps
  1. Open the "File Import" form.
  2. Select the 'Guarantors/Payors 835' in 'File Type'.
  3. Click [Upload New File] in 'Action'.
  4. Click [Process Action].
  5. Select "File A".
  6. Click [Compile/Validate File] in 'Action'.
  7. Select "File A" in 'Files(s)'.
  8. Click [Process Action].
  9. Validate the message display: File A contains one or more errors. These errors can be reviewed using 'Print Errors' action.
  10. Click [OK].
  11. Click [Print Errors] in 'Action'.
  12. Select "File A" in 'Files(s)'.
  13. Click [Process Action].
  14. Validate the report displays appropriate error messages.
  15. Click [Close Report].
  16. Click [Delete File] in 'Action'.
  17. Select "File A" in 'Files(s)'.
  18. Click [Process Action].
  19. Validate message displays: Deleted.
  20. Click [Yes].
  21. Click [OK].
  22. Click [Upload New File] in 'Action'.
  23. Click [Process Action].
  24. Select "File B".
  25. Click [Compile/Validate File] in 'Action'.
  26. Select "File B" in the 'Files(s)'.
  27. Click [Process Action].
  28. Validate the message displays: Compiled.
  29. Click [OK]
  30. Click [Print File] in 'Action'.
  31. Select "File B" in 'Files(s)'.
  32. Click [Process Action].
  33. Validate the report displays the contents of the file.
  34. Click [Close Report].
  35. Click [Post File] in 'Action'.
  36. Select "File B".
  37. Click [Process Action].
  38. Validate the message displays: Posted.
  39. Click [OK].
  40. Click [Discard].
  41. Click [OK].
  42. Open the "Guarantors/Payors" form.
  43. Click [Edit].
  44. Select the guarantor in "File B".
  45. Click [835] item.
  46. Validate the form contains the data based on the uploaded file.
  47. Click [Discard].
Topics
• File Import