On Demand Billing and Walk Ins
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- FinanceClaims
- FrontDeskCheckIn
- Income Source Table
- Sliding Fee Eligibility [EDIT]
- Yearly Income (SF) myInsight Subform
Scenario 1: Validate On Demand Billing Uses Self Pay Sliding Fee Eligibility Info
Specific Setup:
- Requires "Sliding Fee Scale" set up within "Finance Setup".
- Requires a client with "Self Pay" benefit assignment and "Use Automated Sliding Fee Scale" is checked.
- Requires a client with a "Scheduled Event" and it is set up for "On Demand" billing.
Steps
- Navigate to "Client > Client Information > Personal Information > Sliding Fee Eligibility".
- Select desired client.
- Set client's "Income Information" so that "Sliding Fee Scale" will apply.
- Navigate "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
- Check in the client's scheduled event.
- Complete the event.
- Click on "Run On-Demand Billing" button.
- Wait for "On Demand Billing" run to process.
- Click on "Review Claims" button.
- Validate it contains the desired claim with the "Expected Amount" based off of "Sliding Fee".
