myEvolv 10.1.0475.06 Acceptance Tests

ECS-47152 Summary | Details

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".

Topics

• Client • SubForm

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
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.

Topics

• Reports • Finance

ECS-49255 Summary | Details

Billing Run Management Screen Displays Batches

Scenario 1: Billing Run Management Screen Displays Batches

Specific Setup:

Test system must contain at least one finance batch.

Steps

Navigate to "Finance>Accounts Receivable>AR Batch Form>Billing Batches Management".
Validate that "Batches" are available for review.

Topics

• Finance

ECS-49595 Summary | Details

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.

Topics

• Finance

ECS-49777 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
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.

Topics

• Reports • Finance

ECS-49897 Summary | Details

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.

Topics

• Finance

ECS-49990 Summary | Details

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.

Topics

• Finance

ECS-50160 Summary | Details

myEvolv NIAM Login

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Agency by Managing Office
Agency > Staff & Security > Staff Information > Staff Profiles with Security
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Agency [EDIT]
Staff Look Up Their Own Information
Setup > System > EvolvCS System Setup > System Settings/Preferences
Staff Information
Staff with Security (EDIT Form)
Staff with Security

Scenario 1: NIAM Log In with Active Directory

Steps

Internal testing only.

Scenario 2: NIAM Log In without Active Directory

Steps

Internal testing only

Scenario 3: NIAM Log In Without Active Directory With Two Agencies

Steps

Internal Testing Only.

Topics

• Third Party Solution • NIAM

ECS-51092 Summary | Details

837 Output Where Batch Includes Service Flagged "Is LA COS Service"

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Create Claims Invoices
Submitter -- Webpage Dialog
Claim Output Ready - Internet Explorer
837 Output File

Scenario 1: Validate Client's IBHIS ID in NTE Segment On 837 Output File For A Wraparound Outreach Event

Specific Setup:

Billable Outreach Event configured.
Program is set for "is wraparound".
Billing payment plan scheme linked to Outreach event with "is wraparound" is checked.
Claim Receiver set to output 837p.
Event form displays ‘All Wraparound Clients Program Enrollment’ LUT.
For the LUT to display People, a Program with People enrolled needs to be flagged as ‘Is Wraparound’.
Wraparound Client has a IBHIS ID.
Billable Outreach service with Wraparound Person configured and billed.

Steps

Navigate to "Finance > Processing > Create Claims/Invoices > Processing for a Period".
Create a "Billing Run" to capture "Services" from preconditions.
Upon completion of "Billing Run", open "Batch".
Click "Create AR Output File".
Click "Retrieve the file - File Name".
Open the "837 text" file.
Verify "NTE Segment" Exists (NTE*DCP*number).

Topics

• Finance • LA IBHIS

ECS-47152 Summary \| Details 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".	Topics • Client • SubForm
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 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.	Topics • Reports • Finance
ECS-49255 Summary \| Details Billing Run Management Screen Displays Batches Scenario 1: Billing Run Management Screen Displays Batches Specific Setup: Test system must contain at least one finance batch. Steps Navigate to "Finance>Accounts Receivable>AR Batch Form>Billing Batches Management". Validate that "Batches" are available for review.	Topics • Finance
ECS-49595 Summary \| Details 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.	Topics • Finance
ECS-49777 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 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.	Topics • Reports • Finance
ECS-49897 Summary \| Details 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.	Topics • Finance
ECS-49990 Summary \| Details 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.	Topics • Finance
ECS-50160 Summary \| Details myEvolv NIAM Login Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Agency by Managing Office Agency > Staff & Security > Staff Information > Staff Profiles with Security Staff Listing - Agency Employees (By People ID) Staff with Security [EDIT] Agency [EDIT] Staff Look Up Their Own Information Setup > System > EvolvCS System Setup > System Settings/Preferences Staff Information Staff with Security (EDIT Form) Staff with Security Scenario 1: NIAM Log In with Active Directory Steps Internal testing only. Scenario 2: NIAM Log In without Active Directory Steps Internal testing only Scenario 3: NIAM Log In Without Active Directory With Two Agencies Steps Internal Testing Only.	Topics • Third Party Solution • NIAM
ECS-51092 Summary \| Details 837 Output Where Batch Includes Service Flagged "Is LA COS Service" Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Create Claims Invoices Submitter -- Webpage Dialog Claim Output Ready - Internet Explorer 837 Output File Scenario 1: Validate Client's IBHIS ID in NTE Segment On 837 Output File For A Wraparound Outreach Event Specific Setup: Billable Outreach Event configured. Program is set for "is wraparound". Billing payment plan scheme linked to Outreach event with "is wraparound" is checked. Claim Receiver set to output 837p. Event form displays ‘All Wraparound Clients Program Enrollment’ LUT. For the LUT to display People, a Program with People enrolled needs to be flagged as ‘Is Wraparound’. Wraparound Client has a IBHIS ID. Billable Outreach service with Wraparound Person configured and billed. Steps Navigate to "Finance > Processing > Create Claims/Invoices > Processing for a Period". Create a "Billing Run" to capture "Services" from preconditions. Upon completion of "Billing Run", open "Batch". Click "Create AR Output File". Click "Retrieve the file - File Name". Open the "837 text" file. Verify "NTE Segment" Exists (NTEDCPnumber).	Topics • Finance • LA IBHIS