Time Of Day SubForm
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Client > Client Information > Health Information > Medications
- Micromedex Medication Complete Form
- Facility Enrollment Client
- Truven Medication Lookup, Powered by Truven
- Drug Dosage Availability
- Drug Frequency
- Medication TOD Band Range Link
- Medication Complete Form
Scenario 1: Validate Medication "Time of Day" SubForm
Specific Setup:
- Requires access to "Client > Client Information > Health Information > Medications".
- Requires access to a Medication event that uses the "Medication Complete Form".
- Requires access to a Medication event that uses "Micromedex Medication Complete Form".
Steps
- Navigate to "Client > Client Information > Health Information > Medications".
- Select a "Client".
- Open a new Medication event that uses the "Medication Complete Form".
- Check "Will be used for eMAR".
- Confirm that the "Time Of Day" field is present, and that an ellipsis appears at the right to select one.
- Enter all required information.
- Enter a value for the "Time Of Day" field.
- At the bottom of the form, access the "Administered History" tab.
- Confirm that all columns for "Administered History" are present and visible. (Note that since this is a new medication, no history will exist for it yet.)
- Save and reopen the Medication.
- Confirm that the "Time Of Day" field with its entered value is present.
- At the bottom of the form, access the "Administered History" tab.
- Confirm that all columns for "Administered History" are present and visible.
- Repeat for "Micromedex Medication Complete Form".
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Topics
• Client • SubForm
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Patient Statement Unapplied Balance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Finance > Reports > Accounts Receivable > Claim Details
- Finance > Reports > Accounts Receivable > Patient Statements
- Patient Statement Report
- Microsoft Excel
- Report Output Data in CSV Format
- Report Parameters PickList
Scenario 1: Patient Statement Report
Specific Setup:
- Client has multiple Self Pay Benefit Assignments.
- Self Pay BA1 has been end dated.
- Self Pay BA2 is current.
Steps
- Navigate to "Finance >Reports >Accounts Receivable >Patient Statements".
- Set "From Date" and "Through Date" to cover both "Self Pay BA1 and BA2".
- Select "Report Selection".
- Click "Preview".
- Validate report loads and displays "Patient's Unapplied Balance".
- Close report.
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Topics
• Reports • Finance
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Monthly Postings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Finance >Processing >Close Month >Monthly Postings
- Finance Transactions Log
- Microsoft Excel
Scenario 1: Create GL Extract From Posted Month
Specific Setup:
Finance Transaction Log has been Posted.
Steps
- Navigate to "Finance >Processing >Close Month >Monthly Postings".
- Select "Finance Transaction Log" from preconditions, click "Edit".
- Click "Download GL Extract" link.
- Validate "GL Extract" file loads.
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Topics
• Finance
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Patient Statement Unapplied Balance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Finance > Reports > Accounts Receivable > Claim Details
- Finance > Reports > Accounts Receivable > Patient Statements
- Patient Statement Report
- Microsoft Excel
- Report Output Data in CSV Format
- Report Parameters PickList
Scenario 1: Patient Statement Report
Specific Setup:
- Client has multiple Self Pay Benefit Assignments.
- Self Pay BA1 has been end dated.
- Self Pay BA2 is current.
Steps
- Navigate to "Finance >Reports >Accounts Receivable >Patient Statements".
- Set "From Date" and "Through Date" to cover both "Self Pay BA1 and BA2".
- Select "Report Selection".
- Click "Preview".
- Validate report loads and displays "Patient's Unapplied Balance".
- Close report.
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Topics
• Reports • Finance
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Monthly Postings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Finance >Processing >Close Month >Monthly Postings
- Finance Transactions Log
- Microsoft Excel
Scenario 1: Create GL Extract From Posted Month
Specific Setup:
Finance Transaction Log has been Posted.
Steps
- Navigate to "Finance >Processing >Close Month >Monthly Postings".
- Select "Finance Transaction Log" from preconditions, click "Edit".
- Click "Download GL Extract" link.
- Validate "GL Extract" file loads.
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Topics
• Finance
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Improved Claim Output Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Finance >Processing >Create Claims/Invoices >Processing for a Period
Scenario 1: Validate Getting Output For Multiple Billing Runs
Specific Setup:
Requires a system with multiple billing runs.
Steps
- Navigate to "Finance > Processing > Create Claims/Invoices > Processing for a Period".
- Select desired "Submitter".
- Open "Billing Run" from preconditions.
- Click on the "Receiver" link.
- Click "Get Output" button.
- Click "Create AR Output File".
- Validate "Output" window opens.
- Repeat steps 4-7 for the remainder of the "Billing Runs" from preconditions.
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Topics
• Finance
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