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myEvolv 10.1.0500.06 Acceptance Tests

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ECS-47689 Summary | Details
Aging Report Excludes Claim Submissions Excluded from Aging
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance >Reports >GL Transactions >All Transactions
  • Finance >Reports >GL Transactions >A/R Account Balances
  • Client>Reports>Finance Reports>A/R Account Balances
  • Accounts Receivable Balances
  • Claims Maintenance
  • Claim Submission
Scenario 1: GL Transactions - A/R Account Balances Report
Specific Setup:

Claim has been submitted to Payer.

Steps
  1. Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
  2. Set "Month/Year "and "Parameters" for "Claim" from preconditions.
  3. Select "Report Selection"(example Aging Details by Receiver - Age From Service Date).
  4. Click "Preview" button.
  5. Validate the "Claim" from preconditions displays.
  6. Click on "Claim".
  7. Click on "Submissions", click on "Edit".
  8. Check "Exclude from Aging Reports", save.
  9. Close "Submission" and "Claim".
  10. Close "Report".
  11. Click "Preview".
  12. Validate "Claim" no longer displays on "Report".
  13. Scroll to "Report Footer".
  14. Validate "Grand Totals:" display "Payer/Contracts".
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
  1. Navigate to "Finance>Accounts Receivable>AR Batch Form>Billing Batches Management".
  2. Validate that "Batches" are available for review.
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
  1. Navigate to "Finance > Processing > Create Claims/Invoices > Processing for a Period".
  2. Select desired "Submitter".
  3. Open "Billing Run" from preconditions.
  4. Click on the "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 "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-50495 Summary | Details
Adding Multiple Checks To A Deposit Slip
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance >Accounts Receivable >Deposit Slip/Batch Checks >Batch
  • Select Deposit Slip -- Webpage Dialog
  • Deposit Slip Only
  • Payers and Self-Payers
  • Receiver Information by Payer
  • GL Cash Accounts
  • GL A/R Temporary Unallocated Account
  • Finance >Accounts Receivable >Deposit Slip/Batch Checks >Deposit Slip - Self Pay
Scenario 1: Create A Self Pay Deposit Batch With Multiple Checks
Steps
  1. Navigate to "Finance > Accounts Receivable > Deposit Slip/Batch Checks > Deposit Slip - Self Pay".
  2. Click on "Select Deposit Slip" button.
  3. Set "Batch #" input box to desired value.
  4. Click "Search" button.
  5. Click "New" button.
  6. Set desired "Batch Number".
  7. Set "Deposit Date".
  8. Select desired "Cash Account".
  9. Select desired "Temp Unallocated Account".
  10. Click "Save".
  11. Within the "Checks" SubForm select desired "Payor" and "Receiver".
  12. Set the desired "Check Number", "Check Date", and "Amount".
  13. Validate the second row within the SubForm appears.
  14. Repeat steps 11 and 12 in the second row.
  15. Validate a third row within the SubForm appears.
  16. Set the "Total Deposit Amount".
  17. Save.
  18. Validate the third row is still visible.
  19. Repeat steps 11 and 12 in the third row.
  20. Validate a fourth row within the SubForm appears.
  21. Save.
  22. Validate the fourth row is still visible.
Topics
• Finance
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
  • Unread Alerts
  • 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
  1. Navigate to "Finance > Processing > Create Claims/Invoices > Processing for a Period".
  2. Create a "Billing Run" to capture "Services" from preconditions.
  3. Upon completion of "Billing Run", open "Batch".
  4. Click "Create AR Output File".
  5. Click "Retrieve the file - File Name".
  6. Open the "837 text" file.
  7. Verify "NTE Segment" Exists (NTE*DCP*number).
Topics
• Finance • LA IBHIS