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Avatar PM 2024 Update 97

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2024 Update 15
Avatar PM 2024 Monthly Release 2024.01.02
Avatar PM 2024 Update 49
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

The functionality related to selection '4' (Check In) within the 'Prevent Posting Payments Unless Payment has been Acknowledged' registry setting and selection '1' in the 'Add Previous Balance to Expected Self Pay Amount' registry setting is modified to resolve the following issue: If a pre pay service was created as a result of posting an unacknowledged payment received during the Scheduling Calendar Check-In process, the pre pay amount was not being applied to the current self pay balance when the appointment was posted. Note: Avatar Appointment Scheduling 2024 Update 15 is needed for this functionality.

Required Updates

None

Included Updates

22, 49

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Scheduling Calendar
An issue is resolved If a pre pay service was created as a result of posting an unacknowledged payment received during the Scheduling Calendar Check-In process, the pre pay amount was not being applied to the current self pay balance when the appointment was posted.
Registry settings were modified to selection '4' (Check In) within the 'Prevent Posting Payments Unless Payment has been Acknowledged' and selection '1' in the 'Add Previous Balance to Expected Self Pay Amount'.
Topics
• Scheduling Calendar
 
Acceptance Tests
AV-99533 Summary | Details
Scheduling Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Ledger
  • Financial Eligibility
  • Payment Acknowledgement
  • Registry Settings (PM)
  • Service Codes
Scenario 1: Scheduling Calendar - Check In/Check Out
Specific Setup:
  • Service Codes:
  • A pre-payment service code is added such that 'Group Code' =Non-Billable and 'Covered Charge Category'= Non Billable. (Service Code A).
  • Posting Adjustment Codes Definition:
  • Add new or edit existing Payment Posting Code and ensure it has a payment reversal posting code associated with it. (Posting Code 1).
  • Registry Settings:
  • Set 'Enable Payment Acknowledgement' to "Y".
  • Select "4" in 'Prevent Posting Payments Unless Payment has been Acknowledged'.
  • Select "1" in 'Add Previous Balance To Expected Self Pay Amount'.
  • Select "Y" in ' 'Include Guarantors with Self Pay System Financial Class'.
  • Set 'Pre Payment Service Code' to "Service Code A".
  • Set 'Pre Payment Default Posting Code "Posting Code 1".
  • Dictionary Update:
  • Add new dictionary update in 'Payor' file type, data element (1000) Financial Class, set 'Self Pay' value for Extended Dictionary Data Element 'System Financial Class'.
  • Guarantors/Payors:
  • Add new guarantor and set Financial Class = 'System Financial Class'.
  • A Self Pay guarantor with Financial Class =s Self Pay. Note the Guarantor id/name.
  • Admission:
  • Client:
  • An inpatient or outpatient client or an existing client is identified. Note the client ID/name, and admission date/program.
  • Self pay guarantor identified above is assigned to the Client.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Select desired date and time for appointment.
  3. Right click on any desired time.
  4. Click [Add Appointment].
  5. Enter the 'Client ID'.
  6. Enter the desired service code in 'Service Code'.
  7. Click [Submit].
  8. Right click on the appointment created above.
  9. Click [Check In].
  10. Verify the 'Expected Self Pay Amount'.
  11. Enter desired amount in 'Amount Received at Check in'.
  12. Click [Submit].
  13. Verify the report displays correct data.
  14. Click [Close Report].
  15. Click [Dismiss].
  16. Open any SQL reporting tool.
  17. Query the following table: SYSTEM.unacknowledged_payments
  18. Verify JOIN_TO_APPT_ID column is populated with value.
  19. Close the Query.
  20. Open "Payment Acknowledgement" form.
  21. Click [Post Front Office and myHP Payments].
  22. Click [T] in 'Payment Collection Date'.
  23. Select desired value from 'Treatment Service'.
  24. Select desired value from 'Type'.
  25. Click [Review].
  26. Select the desired service from the grid.
  27. Click [Save].
  28. Enter desired number in 'Batch Number'.
  29. Click [T] in 'Deposit Date'.
  30. Select desired value from 'Category'.
  31. Enter any desired number in 'BankRef #'.
  32. Click [Post].
  33. Validate the message filed successfully.
  34. Click [OK].
  35. Click [Discard].
  36. Open "Client Ledger" form.
  37. Enter the 'Client ID'.
  38. Click [All Episodes] in 'Claim/Episodes/All Episodes'.
  39. Click [Simple] in 'Ledger Type'.
  40. Click [Process].
  41. Validate the ledger report displays correct data.
  42. Click [X].
  43. Open "Scheduling Calendar" form.
  44. Right click on the appointment created above.
  45. Click [Check Out].
  46. Verify 'Self Pay Owed' amount and 'Received at Checked In'.
  47. Verify 'Expected Self Pay Amount'.
  48. Click [Submit].
  49. Verify the report.
  50. Click [Close Report].
  51. Click [Dismiss].
  52. Repeat steps to verify ledger report displays correct data.
Topics
• Scheduling Calendar
Table Changes
Table Column Change
SYSTEM.unacknowledged_payments JOIN_TO_APPT_ID Add