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myEvolv 10.1.0450.09 Acceptance Tests

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ECS-39420 Summary | Details
Claim Outputs Can Be Generated in Rapid Succession
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 Batches
Specific Setup:

Requires a billing run with multiple receivers and multiple batches.

Steps
  1. Navigate to "Finance > Processing > Create Claims/Invoices > Processing for a Period".
  2. Select desired "Submitter".
  3. Open desired billing run.
  4. Click on the first "Receiver" link.
  5. Click "Get Output" button.
  6. Click "Create AR Output File".
  7. Validate "Output" window opens.
  8. Repeat steps 4-7 for the remainder of the batches in the billing run.
Topics
• Finance
ECS-41347 Summary | Details
eMAR Prevents 0 Amount Dispensed
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > eMAR > eMAR > eMAR
  • Client > Client Information > Health Information > Medication Administration
  • Clients -- Webpage Dialog
Scenario 1: Validate Administering A Medication In eMAR That Uses "Free Text For Take/Sig"
Specific Setup:
  • Requires a client enrolled into a program and facility that is set up with eMAR.
  • Client should have a medication that is flagged to be used for eMAR.
  • Medication should also have "Use Free Text for Take/Sig" checked.
Steps
  1. Navigate to "Taskbar > eMAR > eMAR > eMAR".
  2. Select desired location and time of day band.
  3. Check "Administered" radio button on desired medication.
  4. Set the desired time.
  5. Validate the "Dispense" input is available and it contains 0.0.
  6. Validate the "Save" button is not enabled.
  7. Check "Self-Administered".
  8. Validate the "Save" button is not enabled.
  9. Check "Observed".
  10. Validate the "Save" button is not enabled.
  11. Enter desired dispense amount.
  12. Validate the "Save" button is enabled and click "Save".
  13. Wait for eMAR to refresh.
  14. Click "Edit" on the administered medication.
  15. Click "Changed" radio button.
  16. Set the dispense amount to "0.0".
  17. Validate the "Save" button is not enabled.
  18. Click "Cancel" button.
  19. Navigate to "Client > Case Management > Health Information > Medication Administration".
  20. Select desired client.
  21. Validate the administered medication is listed.
  22. Validate it contains the correct dispense amount.
Topics
• eMAR
ECS-45445 Summary | Details
Claim Routing Bundles Allow for Empty Values on Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • myEvolv Toolbar
  • Taskbar > System Maintenance > Application Maintenance > Utilities
  • Tasks Routed to You
  • Finance Setup > General Setup > Other Setups > Claim Routing Bundle Assignment Setup
  • Finance > Claim Routing Bundles > Outstanding AR > Outstanding AR Bundle
  • Claim Bundle
  • Claim Submission Standalone
  • Finance > Accounts Receivable > Payer/Contract Remittance > Apply Receipt to Claims
  • Claim Receiver
Scenario 1: Validate Outstanding AR Route
Specific Setup:

Requires claims with Outstanding AR.

Steps
  1. Navigate to "Finance Setup > General Setup > Other Setups > Claim Routing Bundle Assignment Setup".
  2. Click on "Setup Based On Outstanding AR"
  3. Select desired "Payer and Workgroup".
  4. Save.
  5. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  6. Click "Run" for the "Outstanding AR Claim Bundles - Execute now".
  7. Wait for the utility to run.
  8. Click on "Task Routed To You" pane.
  9. Validate the "Outstanding AR" route is sent.
Scenario 2: Validate Claims Are Routed When Remittance Route is Setup With No Claim Status
Specific Setup:
  • Requires a claim with no remittance.
  • Routing must be enabled.
  • Requires access to "Apply Receipts to Claims".
Steps
  1. Navigate to "Finance Setup > General Setup > Other Setups > Claim Routing Bundle Assignment Setup".
  2. Under "Setup Based on Remittance" select desired "Payer and Workgroup".
  3. Save.
  4. Navigate to "Finance > Accounts Receivable > Payer/Contract Remittance > Apply Receipts to Claims".
  5. Select desired "Receiver".
  6. Select desired "Remittance" and any other parameters.
  7. Click on "Get Claims".
  8. Apply a partial payment to a claim.
  9. Save.
  10. Click on "Task Routed To You" pane.
  11. Validate the "Remittance" route is sent with the client/claim that has been partially paid.
Topics
• Finance • Routing
ECS-45511 Summary | Details
Treatment Plan With Text Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Case Management > Plan Development > Planning
  • Client > Case Management > Service Management > Service Entry
Scenario 1: Validate NX Audit Snapshot Of Treatment Plan With A Text Template Is Visible
Specific Setup:
  • Audit Snapshot should be enabled.
  • Requires a treatment plan with a memo field.
  • Requires a text template that is linked to the memo field.
  • Scenario uses both NX and CS.
Steps
  1. In NX, navigate to "Client > Case Management > Plan Development > Planning".
  2. Select desired client.
  3. Click on "Start New Plan" or desired treatment plan review.
  4. Fill in required fields.
  5. On desired memo field, add a text template.
  6. Save.
  7. Submit the plan for approval.
  8. Re-open the plan and validate the plan contains "Audit Snapshot".
  9. In CS, navigate to "Client > Case Management > Plan Development > Planning".
  10. Select desired client.
  11. Open the desired treatment plan.
  12. Validate a "Print Preview" of the treatment plan appears and the text from the text template is visible.
Topics
• Treatment Plans • Client • Audit Snapshot
ECS-46631 Summary | Details
Audit Snapshot
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > System Maintenance > Application Maintenance > Utilities
  • Client > Case Management > Service Management > Service Entry
  • Simple Service Entry with Rating 2
Scenario 1: Validate Snapshot Saves after Job to Reset Login Session
Specific Setup:
  • Requires access to "Client > Case Management > Service Management > Service Entry" and an existing event that may be signed.
  • Requires access to "Taskbar > System Maintenance > Application Maintenance > Utilities" and the ability to run Utilities.
  • Requires Audit Snapshot enabled.
Steps
  1. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  2. Run the "Enable Job to Reset Login Sessions" job.
  3. Navigate to "Client > Case Management > Service Management > Service Entry" and select a Client.
  4. Sign an event.
  5. Wait for the session to time out overnight.
  6. The next day, log back in.
  7. Open the event that was signed previously. Confirm that the snapshot has saved.
Topics
• Taskbar • Login • Audit Snapshot • Utilities
ECS-46673 Summary | Details
Progress Notes on Fast Track
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > Fast Track > Fast Track > Fast Track
  • Fast Track Entry
  • Staff - Service Providers (by Staff_id)
  • Client > Case Management > Service Management > Service Entry
Scenario 1: Validate Fast Track - Daily Progress Notes Save
Specific Setup:
  • Requires access to "Taskbar > Fast Track > Fast Track > Fast Track - Daily".
  • Requires access to "Client > Case Management > Service Management > Service Entry".
  • Requires service events appearing under Fast Track - Daily.
Steps
  1. Navigate to "Taskbar > Fast Track > Fast Track > Fast Track - Daily".
  2. Expand a program and select an event.
  3. Set values for "Facility Providing Service" and "Duration", then click "Get Clients".
  4. After a few moments, a list of clients will display.
  5. Enable a client(s) to receive a Fast Track event by clicking the checkbox for their row to the left.
  6. Enter a Progress Note for the client.
  7. Click "Save" to save the events.
  8. Navigate to "Client > Case Management > Service Management > Service Entry".
  9. Select the client that was chosen in Fast Track.
  10. Confirm that the event added earlier appears.
  11. Open the event and confirm that the Progress Note entered exists.
Topics
• Client • Fast Track
ECS-46699 Summary | Details
Billing Runs will be Marked Completed
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
  • Alert Message - The billing job has been submitted for execution. Please monitor your alerts for completion
Scenario 1: Validate Scheduling Billing Does Not Reprocess Previous Scheduled Billing Runs
Specific Setup:

Requires at least one billing run that was created using scheduled billing run.

Steps
  1. Navigate to "Finance > Processing > Create Claims/Invoices > Processing for a Period".
  2. Select desired submitter.
  3. Click "New" button.
  4. Fill in required information for billing run.
  5. Check off "Schedule to Run" checkbox.
  6. Click "Proceed".
  7. Wait for overnight billing to run.
  8. Open the billing run and validate it ran and created desired claims.
  9. Open previous scheduled billing run.
  10. Click on the claim link.
  11. Validate the billing run did not reprocess and contains the original bill run date.
Topics
• Finance
ECS-46707 Summary | Details
Validate Completed Scheduled Events Save
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client >Case Management >Service Management >Service Entry
Scenario 1: Validate a Completed "Scheduled" Service Due The Same Day As A New Program Enrollment Assigns to Proper Date/Time Section
Specific Setup:
  • Client that has discharged and readmitted into the same program at least once
  • Scheduled service linked to the same program
  • Scheduled service is due on the same day of the readmission
  • The form for the event has a "Program Enrollment Event Id" where the "Column" is "Program Enrollment Event Id", and "Look-up Table Used" is "Program_Enrollment_View", the "Program Enrollments by Service Track".
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry"
  2. Select the client to be used.
  3. Select the "Schedule Task" button.
  4. Select the event in the precondition.
  5. Schedule a service for the same date as the new enrollment record.
  6. Leave the time component blank.
  7. Fill in any other required fields.
  8. Save.
  9. Validate the service displays under the "current" program enrollment.
  10. Validate the status is "Scheduled".
  11. Select the record.
  12. Set the time component to a value equal to the time of the enrollment record.
  13. Save the record.
  14. Validate the record is saved under the "Current" program.
  15. Delete the record.
  16. Redo the test.
  17. After selecting the scheduled record, enter a time that is greater than the enrollment time.
  18. Save the record.
  19. Validate the service is under the Program "Current" section.
  20. Delete the record.
  21. Redo the test.
  22. When the "Scheduled" record is selected, add the time component to be prior to the enrollment start time.
  23. Save the record.
  24. Validate the record is saved into the current Program section.
  25. Delete the record.
Topics
• Service Entry
ECS-46885 Summary | Details
Ability to Run Reports Without An Agency Logo
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Reports > Services & Treatment > Client Services
  • Report: Client Services Report
  • Windows Explorer
  • Internet Explorer
  • Agency Setup > Agency > Agency > Agency Information
  • Scheduled Reports
  • Reports > Other > Scheduled Reports > Report Listing
  • Report > Clients > General > Client Roster
  • Report: Client Roster
Scenario 1: Validate Report Loads Without Agency Logo
Specific Setup:

Scenario assumes a logo is present under Agency Setup.

Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  2. Click on "Logo on printed forms and reports".
  3. Remove the desired image.
  4. Set the "Height" field to blank.
  5. Clear "Left or Right" checkbox.
  6. Save.
  7. Log off and log back in.
  8. Navigate to desired report i.e. "Reports > Clients > General > Client Roster".
  9. Select desired report selection and parameters.
  10. Click "Preview".
  11. Validate the report loads and it doesn't contain a logo image.
Topics
• Reports • Agency Setup
ECS-47333 Summary | Details
Billing Authorizations
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
  • Client >Client Information >Billing Authorization >Information
  • Client >Client Information >Billing Authorization >Service Details
  • Authorization Details - Client/Finance Bills
  • Claims Maintenance
  • Claim Submission
Scenario 1: Create Claims With Billing Authorizations Required
Specific Setup:
  • Payer requires Billing Authorizations.
  • Client 1 has Billing Authorizations on file. No Unit Period designated.
  • Client 2 has Billing Authorizations on file, Unit Period has been designated.
  • More services have been provided than units authorized.
Steps
  1. Navigate to "Finance >Processing >Create Claims/Invoices >Processing for a Period".
  2. Select "Submitter".
  3. Create "Billing Run".
  4. Upon completion of "Billing Run", open "Batch".
  5. Validate "Claims" created are held or not held based upon "Authorized Units" assigned to both "Clients" from preconditions.
Topics
• Finance • Finance Setup
ECS-47452 Summary | Details
Unique Receipt Numbers Can Be Longer Than 10 Characters
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • myEvolv Navigation Header
  • Finance > Accounts Receivable > Self-Payer Remittance > Cash Receipts
  • Select Self Payer -- Webpage Dialog
  • Checks from a Self Payor
  • Taskbar >Attendance Check In/Out >Check In/Out >Front Desk Daily Check In
  • Client Related Task Walk Ins
  • Staff - Service Providers (by Staff_id)
  • All Clients With Security Listing by PeopleID
  • Program by Person and Agency (Active)
  • Facilities Listed by Program - - Webpage Dialog
  • Event Definitions with Security by Program
  • Front Desk-Person Information
  • Checks for a Clients Self pay in Front Desk Entry
  • Front Desk Check-In Search
  • Provider Sites by Agency/Program
  • Client >Client Information >Personal Information >Self Pay Receipts
  • Checks for a Clients Self Pay
  • GL Cash Accounts
  • GL A/R Temporary Unallocated Account
Scenario 1: The "Unique Receipt Number" On Payments Collected At Front Desk Allows For Greater Than Ten Characters
Specific Setup:
  • Client has an active Self Pay Benefit Assignment.
  • Client is enrolled in a Program providing a Service which is tied to a Rate.
  • "Starting Unique Receipt Number" at "Agency Setup >Agency >Agency >Agency Information has not been populated.
Steps
  1. Navigate to "Taskbar >Attendance Check In/Out >Check In/Out >Front Desk Daily Check In".
  2. Create "Appointment" for "Client" using "Service" from preconditions.
  3. Click "Check In".
  4. Click "Collect Payment".
  5. Populate required fields.
  6. Set "Unique Receipt Number" to a value greater than ten characters.
  7. Click "Save".
  8. Click "Collect Payment".
  9. Create a second "Self Pay Receipt" using the same "Unique Receipt Number".
  10. Click "Save".
  11. Validate "Alert Message" advising record already exists.
  12. Set "Unique Receipt Number" to a different value greater than 10 characters.
  13. Click "Save".
Scenario 2: Self Pay Receipts Using "Unique Receipt Number" Allows For Greater Than Ten Characters
Specific Setup:
  • Client has an active Self Pay Benefit Assignment.
  • "Starting Unique Receipt Number" at "Agency Setup >Agency >Agency >Agency Information has not been populated.
Steps
  1. Navigate to "Client >Client Information >Personal Information >Self Pay Receipts".
  2. Select "Client" from preconditions.
  3. Click "New", "Checks for a Clients Self Pay".
  4. Set values for required fields.
  5. Set "Unique Receipt Number" to a value greater than 10 characters.
  6. Click "Save".
  7. Validate "Self Pay Receipt" created, click "Close".
  8. Repeat Steps 3-6, using the same "Unique Receipt Number".
  9. Validate "Alert Message" advising number is already in system.
Topics
• Finance • Front Desk • Finance Setup
ECS-47711 Summary | Details
Resubmit Claims and CAS Segments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract
  • Output File
  • Next Payer Run
  • Finance Setup
  • Finance Setup > Agency Setup > Claim Receivers > Information
  • Claim Receiver
  • Plans/Contracts for Reports
  • Claim Output
Scenario 1: Resubmission Billing Runs Write CAS To 837 File When "Primary Insurance Supplied as Other" Checked
Specific Setup:
  • Claims have been remitted with Adjustment Reason Codes (CAS).
  • Claims are ready to Re-submit to Next Contract.
  • Claim Receiver uses an 837 format output file.
Steps
  1. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract ".
  2. Select "Submitter".
  3. Create a "Next Payer Run" for "Claims" from preconditions.
  4. Create "Output file".
  5. Validate "CAS segments" are present.
  6. Navigate to "Finance Setup >Agency Setup >Claim Receivers >Information".
  7. Select "Claim Receiver".
  8. Click "California Specific".
  9. Check "Primary Insurance Supplied as Other", select "Primary Insurance Plan/Contract", save.
  10. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract ".
  11. Re-create "Output file".
  12. Validate "CAS Segments" are present.
Scenario 2: Resubmission Billing Runs Write CAS To 837 File When "Output Other Insurance" Is Checked
Specific Setup:
  • Claims have been remitted with Adjustment Reason Codes (CAS).
  • Claims are ready to Re-submit to Next Contract.
  • Claim Receiver uses an 837 format output file.
Steps
  1. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract ".
  2. Select "Submitter".
  3. Create a "Next Payer Run" for "Claims" from preconditions.
  4. Create "Output file".
  5. Validate "CAS segments" are present.
  6. Navigate to "Finance Setup >Agency Setup >Claim Receivers >Information".
  7. Select "Claim Receiver".
  8. Click "Ohio Specific".
  9. Check "Output Other Insurance", save.
  10. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract ".
  11. Re-create "Output file".
  12. Validate "CAS Segments" are present.
Scenario 3: Resubmission Billing Runs Write CAS To 837 File When "Use Cost Avoidance Methodology" Is Checked
Specific Setup:
  • Claims have been remitted with Adjustment Reason Codes (CAS).
  • Claims are ready to Re-submit to Next Contract.
  • Claim Receiver uses an 837 format output file.
Steps
  1. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract ".
  2. Select "Submitter".
  3. Create a "Next Payer Run" for "Claims" from preconditions.
  4. Create "Output file".
  5. Validate "CAS segments" are present.
  6. Navigate to "Finance Setup >Agency Setup >Claim Receivers >Information".
  7. Select "Claim Receiver".
  8. Click "EDI Cost Avoidance Settings".
  9. Check "Use Cost Avoidance Methodology", save.
  10. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract ".
  11. Re-create "Output file".
  12. Validate "CAS Segments" are present.
Scenario 4: Resubmission Billing Runs Write CAS To 837 File When "Insurance Billed Repeated As Tertiary" Is Checked
Specific Setup:
  • Claims have been remitted with Adjustment Reason Codes (CAS).
  • Claims are ready to Re-submit to Next Contract.
  • Claim Receiver uses an 837 format output file.
Steps
  1. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract ".
  2. Select "Submitter".
  3. Create a "Next Payer Run" for "Claims" from preconditions.
  4. Create "Output file".
  5. Validate "CAS segments" are present.
  6. Navigate to "Finance Setup >Agency Setup >Claim Receivers >Information".
  7. Select "Claim Receiver".
  8. Click "California Specific".
  9. Check "Insurance Billed Repeated As Tertiary", save.
  10. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract ".
  11. Re-create "Output file".
  12. Validate "CAS Segments" are present.
Topics
• Finance • Finance Setup
ECS-48062 Summary | Details
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
  • 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
  1. Navigate to "Finance >Reports >Accounts Receivable >Patient Statements".
  2. Set "From Date" and "Through Date" to cover both "Self Pay BA1 and BA2".
  3. Select "Report Selection".
  4. Click "Preview".
  5. Validate report loads and displays "Patient's Unapplied Balance".
  6. Close report.
Topics
• Reports • Finance
ECS-48098 Summary | Details
Resubmit Claims and Prior Paid Amount
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract
  • Output File
  • Next Payer Run
  • Finance Setup
  • Finance Setup > Agency Setup > Claim Receivers > Information
  • Claim Receiver
  • Claim Output
Scenario 1: Resubmit To Next Payer Will Output Adjustment And Prior Paid Amount Infomation
Specific Setup:
  • Claims have been remitted with Adjustment Reason Codes (CAS).
  • Claims have been Re-submitted to Next Contract.
  • Claim Receiver set up for Claim Output Format ASC X12N 837 Professional Claims Ver. 5 Release 1.
Steps
  1. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract".
  2. Select "Submitter".
  3. Create a "Next Payer Run" for "Claims" from preconditions.
  4. Create "Output file".
  5. Validate "CAS segments" and "AMT*D segment" are present.
  6. Navigate to "Finance Setup >Agency Setup >Claim Receivers >Information".
  7. Select "Claim Receiver".
  8. Check "Output CAS in Service Line" and "Suppress Outputting CAS on Claim Level", save.
  9. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract".
  10. Re-create "Output file".
  11. Validate "CAS segments" and "AMT*D segment" are present.
  12. Validate "SVD segment" is present with "CAS segments" and "AMT*D segment".
  13. Validate whole units and whole dollar amounts display without trailing zeros.
  14. Repeat test using "ASC X12N 837 Institutional Claims Ver. 5 Release 1 Claim Output Format".
Topics
• Finance • Finance Setup
ECS-49775 Summary | Details
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
  • 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
  1. Navigate to "Finance >Reports >Accounts Receivable >Patient Statements".
  2. Set "From Date" and "Through Date" to cover both "Self Pay BA1 and BA2".
  3. Select "Report Selection".
  4. Click "Preview".
  5. Validate report loads and displays "Patient's Unapplied Balance".
  6. Close report.
Topics
• Reports • Finance

 

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