How to transition a claim?

 

 

How to transition a claim?

 

  1. Click Transition Appointments button
  2. Enter a Date Range and press Retrieve Appointments button
  3. Verify results are displayed
  4. Auto-Apply Copay is unchecked (screenshot 1 shows first four steps)

  5. Double-click an entry, copay collection form will be displayed (copay collection is covered here: https://podio.com/jagproducts/mobilizenet/apps/test-cases/items/203)
  6. Click Transition with no copay and click yes to the prompt
  7. Click yes to the prompt to view the log
  8. Verify details are shown in the log
  9. Press Hide log and verify the transitioned entry no longer shows in the list (screenshot 3 shows step 8 and 9)
  10. Press View Log
  11. Double-click "Transition Succeeded (Double-click to rollback)" bolded entry at the bottom of the log (screenshot 4)
  12. Press Hide log and verify the rolled-back entry does show in the list
  13. Highlight that same entry, press Transition Selected -> No CopayThe claim should be instantly transitioned with no copay promptRoll-back the transaction again highlight that same entry, press transition Selected -> Collect CopayEnter an amount and click the calculator icon to generate a reference number. Optionally put in a comment. Choose any payment method other than credit card choose transition with a copay (screenshot 5)
  14. Click yes to view the log
  15. Verify the last entry before transition succeeded is "Copay of $X successfully applied to service" (screenshot 
    1. Other things that can be verified here: (screenshot 7 shows all three)Fee calculation: http://help.clinictracker.com/fee-calculation
      1. Splitting balance between patient's copay and balance to the insurer
      2. Claim format (U= UB04, C= CMS 1500, etc)
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