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myEvolv 10.1.0525 Acceptance Tests

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ECS-42656 Summary | Details
Active and Inactive Events Within Plan Setups
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ADD Form [Treatment Pan] -- Webpage Dialog
  • Agency Setup > Services Setup > By Program > Plan Setup
  • Agency-Program Setup for Treatment Planning
  • Client
  • Client > Case Management > Plan Development > Planning
  • Client > Client Information > Critical Information > Enrollment Information
  • EDIT Form [Treatment Pan] -- Webpage Dialog
  • Navigation Panel
  • Open Form -- Webpage Dialog
  • Placement Events By Agency/Program - People2 -- Web Dialog
  • Problem Category Lookup - Not Safety Plan
  • Program Enrollment From Service Track
  • Program Listing By Agency and Worker
  • Provider Sites by Program (Vacancy) -- Webpage Dialog
  • Service Plan Review Items
  • Staff - Service Providers (Caseloads - Zip Zones) -- Webpage Dialog
  • Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval
  • Treatment Plan Library (by Category) -- Webpage Dialog
  • Unit Table2 -- Webpage Dialog
  • Worker Role (to a client or in a workgroup) Table -- Webpage Dialog
Scenario 1: Duplicate Treatment Planning Event Validation
Specific Setup:
  • Program has both an active and an inactive Treatment Plan Event.
  • Client enrolled into the Program.
Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Click the "Select Client" button.
  3. Search and select "Client" from preconditions.
  4. Click the "Start New Plan" link under the Program.
  5. Complete all required information within Treatment Plan.
  6. Save and Submit the Plan.
  7. Confirm the "Event" displays once.
Topics
• Treatment Plans
ECS-44545 Summary | Details
Allow Unsign of Signed Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Setup > Staff and Security Setup > Navigation Access > Access Definition
  • Client > Case Management > Service Management > Service Entry
  • Clients
  • myEvolv Login
  • Navigation Scheme
  • Taskbar
Scenario 1: Validate The Flag "Allow Unsign of Signed Events" On Navigation Scheme
Specific Setup:
  • Requires an event that is flagged as "E-sign" only.
  • Scenario works with 2 different staff.
  • Staff 2 must not be a supervisor of the Staff 1, and must also have a Navigation Scheme that is not flagged as "System Administrator".
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry" as Staff 1.
  2. Select desired "Client".
  3. Complete "Event" from preconditions and add "Electronic Signature".
  4. Log off and log in as Staff 2.
  5. Navigate to "Client > Case Management > Service Management > Service Entry".
  6. Select same "Client".
  7. Click "Actions" button.
  8. Validate "Remove Electronic Signature" is not available.
  9. Navigate to "Agency Setup > Staff and Security Setup > Navigation Access > Access Definition".
  10. Select the "Navigation Scheme" for the second staff.
  11. Check "Allow Unsign of Signed Events".
  12. Save.
  13. Navigate to "Client > Case Management > Service Management > Service Entry".
  14. Click "Refresh" button
  15. Click "Actions" button.
  16. Validate "Remove Electronic Signature" is available.
Topics
• Agency Setup • Client • Groups
ECS-45350 Summary | Details
CMS-1500 Alignment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Output Results
  • Billing Run
  • Claim Output
  • Claim/Invoice Batch
  • Client Information Standalone
  • Finance
  • Finance > Processing > Create Claims/Invoices > Processing for a Period
  • Submitter
Scenario 1: CMS-1500 HFCA Margin Settings
Specific Setup:
  • Claim Receiver is set to output using a CMS-1500 without format.
  • Claims have been created for Submitter associated with Claim Receiver.
Steps
  1. Navigate to "Finance >Processing >Create Claims/Invoices >Processing for a Period".
  2. Select "Submitter" from preconditions.
  3. Locate "Billing Run" which has "Claim" from preconditions.
  4. Click on "Billing Run" and click "Edit".
  5. Click "Receiver" from preconditions.
  6. Click "Get Output".
  7. Create output for "CMS 1500".
  8. Click "Print" and follow steps to print a hard copy.
  9. Validate "Patient's Birth Date" is aligned in "Cells".
Topics
• Finance
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
  • Drug Dosage Availability
  • Drug Frequency
  • Facility Enrollment Client
  • Medication Complete Form
  • Medication TOD Band Range Link
  • Micromedex Medication Complete Form
  • Truven Medication Lookup, Powered by Truven
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
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Select a "Client".
  3. Open a new Medication event that uses the "Medication Complete Form".
  4. Check "Will be used for eMAR".
  5. Confirm that the "Time Of Day" field is present, and that an ellipsis appears at the right to select one.
  6. Enter all required information.
  7. Enter a value for the "Time Of Day" field.
  8. At the bottom of the form, access the "Administered History" tab.
  9. 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.)
  10. Save and reopen the Medication.
  11. Confirm that the "Time Of Day" field with its entered value is present.
  12. At the bottom of the form, access the "Administered History" tab.
  13. Confirm that all columns for "Administered History" are present and visible.
  14. Repeat for "Micromedex Medication Complete Form".
Topics
• Client • SubForm
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:
  • Accounts Receivable Balances
  • Claim Submission
  • Claims Maintenance
  • Client>Reports>Finance Reports>A/R Account Balances
  • Finance
  • Finance >Reports >GL Transactions >A/R Account Balances
  • Finance >Reports >GL Transactions >All Transactions
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
• Finance • Reports
ECS-47882 Summary | Details
Completed Plans Show on Events Report
Scenario 1: Completed Treatment Plans Show on Events Report
Specific Setup:

Test system must have a Client that has an unscheduled Treatment Plan entered.

Steps
  1. Navigate to "Report > Events > Work Flows > Clients".
  2. Populate "dates" with date range that will include the completed "Treatment Plan".
  3. Populate "Report Selection" with "3- Order by: Client/Due Date/Event/Staff".
  4. Limit report to your test "Client".
  5. Confirm that the "Treatment Plan" is output on the "Report".
Topics
• Reports
ECS-48049 Summary | Details
Program Modifiers Created During Check In
Scenario 1: Program Modifiers Created During Check In
Specific Setup:
  • Test person has a referral to program with a modifier on the referral.
  • This program must require enrollment to receive services.
  • Task is scheduled for this test person and this program.
Steps
  1. Navigate to Front Desk Check In.
  2. Check in this individual for their scheduled task.
  3. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  4. Select this test client.
  5. Confirm that the program enrollment has been created for this individual.
  6. Confirm that the program enrollment modifier from the referral has been created.
  7. Confirm the modifier has same date as the program enrollment.
Topics
• Front Desk
ECS-48245 Summary | Details
Billing Provider And Location ID Address Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Provider -- Webpage Dialog
  • Finance Setup > Agency Setup > Billing Provider Info > Billing Provider
  • Finance Setup > Agency Setup > Billing Provider Info > Location IDs
  • Location ID
Scenario 1: Billing Provider Street Address 1 Supports Up To 50 Characters
Specific Setup:
  • System must have a Billing Provider set up.
  • Billing Provider must be associated with a minimum of one Location ID.
Steps
  1. Navigate to "Finance Setup > Agency Setup > Billing Provider Info > Billing Provider".
  2. Click "Billing Provider".
  3. Select "Billing Provider" from preconditions.
  4. Type 50 characters in "Street Address 1" input box and press "Enter" key.
  5. Confirm that "Street Address 1" allows an input of 50 characters.
  6. Click "Save", validate data is preserved.
  7. Navigate to "Finance Setup > Agency Setup > Billing Provider Info > Location IDs".
  8. Click "Edit" for one of the "Location IDs".
  9. Uncheck "Use Billing Provider Address" checkbox, if checked.
  10. Type 50 characters in "Street Address 1" input box.
  11. Confirm that "Street Address 1" allows an input of 50 characters.
  12. Click "Save", validate data is preserved.
Topics
• Finance Setup
ECS-48511 Summary | Details
Benefit Assignment Report and Managing Office Parameter
Scenario 1: Issues running report benefit assignment report with not equal to value parameter
Specific Setup:

Test system must contain a test client that is placed in a managing office and has a benefit assignment.

Steps
  1. Navigate to Reports > Clients > General > Benefits Assignments
  2. Enter desired date range
  3. Select desired Report Selection.
  4. Select "Managing Office" parameter.
  5. Check "Not Equal" checkbox.
  6. Select managing office that the test client is placed from the facility look-up-table.
  7. Preview report.
  8. Validate the report returns the expected output and excludes the test client.
  9. Uncheck the "Not Equal" checkbox.
  10. Preview report.
  11. Validate the report returns the expected output and includes the test client.
Topics
• Reports
ECS-48765 Summary | Details
Cross Domain Assessments Scoring
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ADD Form -- Webpage Dialog
  • caption -- Webpage Dialog
  • Client > Case Management > Service Management > Assessments
  • Program by Client's Service Track and Service
  • Provider Sites by Program
Scenario 1: Validate Cross Domain Score Weight Field Calculates Properly with cross_domains_score_weight
Specific Setup:
  • System contains 2 "Test and Assessment" events.
  • The first event will have one Test with multiple Domains linked, one Test with no Domains linked, and a "Score" variable.
  • The second event will have two Tests - both without any Domains linked - and a "Score" variable.
Steps
  1. Navigate to "Client > Case Management > Service Management > Assessments".
  2. Select desired "Client".
  3. Add a new Event.
  4. Fill out the sub-form which includes any "Cross Domain Testing.
  5. Click "Save".
  6. Open up the form.
  7. Validate the "Cross Domain Score w/Weight" field was updated.
  8. Fill out the sub-form which includes any "Non-Cross Domain Test".
  9. Click "Save".
  10. Validate the "Cross Domain Score w/Weight" field was not updated.
Topics
• Setup
ECS-48839 Summary | Details
Claims Detail Report and Payer Parameter
Scenario 1: Claims Detail Report Using Payer Parameter
Specific Setup:
  • Test system contains a claim submitted to primary payer.
  • This test claim has been resubmitted to secondary payer.
Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Claim Details".
  2. Populate "From Date" and "Through Date" with dates that include the test claim.
  3. Enter Report Selection of "All Claims"
  4. Enter Payer as parameter and select the primary payer.
  5. Run report and validate that the test claim is returned.
  6. Change the payer parameter to the secondary payer.
  7. Run report and validate the test claim is returned.
Topics
• Finance
ECS-48915 Summary | Details
IBHIS Client Wraparound ID
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 837 Output File
  • Claim Output Ready - Internet Explorer
  • Create Claims Invoices
  • Submitter -- Webpage Dialog
  • Unread Alerts
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. Click the "Submitter" button.
  3. Click "Edit Form in a new window".
  4. Change Bill Through Date to current date.
  5. Click Reprocess.
  6. Wait for Billing Run to finish and for Completed Alert notification.
  7. Click "Edit Form in a new window".
  8. Click ASC X12N 837 Professional Claims Ver. 5 Release 1 > Claim.
  9. Click "Create AR Output File".
  10. Click "Retrieve the file - File Name".
  11. Open the "837 text" file.
  12. Verify NTE Segment Exists (NTE*DCP*number).
Topics
• Finance • LA IBHIS
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-49863 Summary | Details
Improve Facility Look Up Table Performance in Domains Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client
  • Client > Reports > Services & Treatment > Domain
  • Client > Reports > Services & Treatment > Service Entries
  • Report Parameters PickList
  • Report: Domain
Scenario 1: Domain Report Preview Honors Parameters
Specific Setup:

Client Assessments using Domains have been performed in different Facilities.

Steps
  1. Navigate to "Reports > Clients > Services & Treatment > Domain".
  2. Set "Dates" to cover "Domains" from preconditions.
  3. Select a "Report Selection".
  4. Set "Parameter" as "Facility Assessing" and "Value" as one of the "Facilities" from preconditions.
  5. Click "Preview", validate report loads and displays "Domain" results.
  6. Navigate to "Client > Reports > Services & Treatment > Domain".
  7. Select "Client" from preconditions.
  8. Set "Dates" to cover "Domains" from preconditions.
  9. Set "Parameter" as "Facility Assessing" and "Value" as one of the "Facilities" from preconditions.
  10. Click "Preview", validate report loads and displays "Domain" results.
Topics
• Reports
ECS-49879 Summary | Details
Improved Form Designer Save Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Families - Client Mode
  • Label Text
  • Property Form -- Webpage Dialog
  • Setup > User Tools > Form Designer > Form Designer
Scenario 1: Form Designer Saving Has Been Optimized
Specific Setup:
  • This will require A "Form Set Family" with multiple Forms.
  • The ability to modify a form.
Steps
  1. Navigate to "Setup >User Tools >Form Designer >Form Designer."
  2. Select the Form Family to be used.
  3. Copy a Form from the Form List.
  4. Give the Form a unique name and click "Save".
  5. Add a Field the to modified Form, click "Save".
  6. Validate the Form saves.
  7. Open a second form family to clear the form.
  8. Close that Form Family.
  9. Open the Form Family from step 2.
  10. Validate the Form Family loads.
  11. Edit the copied Form.
  12. Validate the Field added is on the Form.
  13. Delete the Form.
  14. Validate the Form is no longer listed.
Topics
• Client • Forms
ECS-49988 Summary | Details
OrderConnect Single Sign On (SSO) Optimization
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client
  • Client > Case Management > Service Management > Service Entry
  • Client > Client Information > Personal Information > Demographics
  • Current Medication Profile
Scenario 1: Launch OrderConnect From myEvolv
Specific Setup:
  • OrderConnect enabled myEvolv environment.
  • Client has an Allergy record.
  • Client has a completed Service Event.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics" and select the Client from preconditions.
  2. Click on the "Rx" OrderConnect button.
  3. Verify "Known Allergies" displays within "Current Medication Profile".
  4. Close the "OrderConnect" window.
  5. Navigate to "Client > Case Management > Service Management > Service Entry".
  6. Open the "Service Event" from preconditions.
  7. Click on the "Rx" OrderConnect button.
  8. Validate "Known Allergies" displays within "Current Medication Profile".
  9. Close the "OrderConnect" window.
Topics
• OrderConnect
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-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:
  • Deposit Slip Only
  • Finance
  • Finance >Accounts Receivable >Deposit Slip/Batch Checks >Batch
  • Finance >Accounts Receivable >Deposit Slip/Batch Checks >Deposit Slip - Self Pay
  • GL A/R Temporary Unallocated Account
  • GL Cash Accounts
  • Payers and Self-Payers
  • Receiver Information by Payer
  • Select Deposit Slip -- Webpage Dialog
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-50537 Summary | Details
Telehealth Staff Setup Required Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ADD Form -- Webpage Dialog
  • Agency > Staff & Security > Staff Information > Staff Profiles with Security
  • Client > Case Management > Service Management > Service Entry
  • Client Related Task - New
  • Job Title Listing - Employees - Webpage Dialog
  • Managing Offices by Agency Operated -- Webpage Dialog
  • myEvolv Login
  • Outside Organization - distinct
  • Provider Sites by Program (Vacancy) -- Webpage Dialog
  • Referral Reason Table -- Webpage Dialog
  • Security Schemes
  • Select Name -- Webpage Dialog
  • Staff - Service Providers (Caseloads - Zip Zones) -- Webpage Dialog
  • Staff with Security
  • Taskbar > Telehealth > Telehealth > Telehealth
  • Unit Table2 -- Webpage Dialog
  • Worker Role (to a client or in a workgroup) Table -- Webpage Dialog
Scenario 1: Validate New TeleHealth Staff Has Access to TeleHealth
Specific Setup:
  • Requires access to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  • Telehealth-enabled myEvolv environment.
Steps
  1. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Click the "Select Name" button.
  3. Click the "New" button.
  4. Follow the steps to create a new "Staff" but do not populate address, phone numbers, or email address for the new staff.
  5. Select the new "Staff".
  6. Check the "Is Telehealth" checkbox and save.
  7. Validate the alert displays "The following fields are required in order to register with Telehealth: Email Address, Care Fabric User Role...".
  8. Click "OK".
  9. Click the "Care Fabric User Role" button.
  10. Search and select a "Care Fabric User Role", save.
  11. Validate the alert displays "The following fields are required in order to register with Telehealth: Care Fabric User Role...".
  12. Click OK.
  13. Clear "Care Fabric User Role" and add an "Email Address", and click "Save".
  14. Validate the alert displays "The following fields are required in order to register with Telehealth: Email Address...".
  15. Click "OK".
  16. Click the "Care Fabric User Role" button.
  17. Search and select a "Care Fabric User Role" then click "Save".
  18. Validate the form is saved.
  19. Log into myEvolv Telehealth-enabled environment with the new Telehealth user credentials.
  20. Navigate to "Taskbar > Telehealth > Telehealth > Telehealth".
  21. Validate the user has access to "Telehealth Dashboard".
Topics
• Telehealth
ECS-50569 Summary | Details
eMAR Client Photograph
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ADD Form -- Webpage Dialog
  • Attendance Based Institutions Module with Security -- Webpage Dialog
  • Client
  • Client > Client Information > Personal Information > Demographics
  • Client > Client Information > Personal Information > Physical Characteristics
  • eMAR Search
  • Medication TOD Band Range Link
  • Open Form -- Webpage Dialog
  • Provider Sites by Program no Prompt
  • Taskbar > Attendance Check In/Out > Check In/Out > Attendance Check In/Out
  • Taskbar > eMAR > eMAR > eMAR
  • Upload File -- Webpage Dialog
Scenario 1: Client Photo to Display Within eMAR
Specific Setup:
  • Client photo saved locally.
  • Client has Medication set up for eMAR.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Physical Characteristics".
  2. Click the "Select Client" button.
  3. Search for and select "Client" from preconditions.
  4. Click the "New Manual Event" dropdown and select "Physical Characteristics".
  5. Complete any required fields.
  6. Add desired "Physical Characteristics".
  7. Click the "Picture" link.
  8. Select "Upload File" from the window.
  9. Click the Browse button.
  10. Select "Photo" from preconditions and click "Open".
  11. Click the "Upload File" button.
  12. Click Save.
  13. Navigate to "Taskbar > eMAR > eMAR > eMAR".
  14. Select a "Location" and "Time of Day Band" for "Medication" from preconditions.
  15. Click "Apply".
  16. Navigate to the "Client" with the newly added photo.
  17. Hover the mouse over the "Client name" link.
  18. Validate the newly added photo displays within the window pop-up.
Topics
• eMAR
ECS-50673 Summary | Details
Staff Telehealth Accounts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency > Staff & Security > Staff Information > Staff Profiles with Security
  • myEvolv Login
  • Select Name -- Webpage Dialog
  • Staff with Security
  • Taskbar > Telehealth > Telehealth > Telehealth
Scenario 1: Alert When TeleHealth Provider Removes Email
Specific Setup:
  • Telehealth-enabled myEvolv environment.
  • Telehealth-enabled user.
Steps
  1. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Click the "Select Name" button.
  3. Search and select a record from preconditions.
  4. Click the "Edit" button to open the "Staff with Security" form.
  5. Remove the "Work Email" from "Staff Information".
  6. Click "Save".
  7. Validate a warning populates "Removing the e-mail address for this staff will de-activate their Telehealth account. Are you sure you want to continue?".
  8. Click the "Cancel" button.
  9. Update the "Work Email" back to the original email.
  10. Click the "Save" button.
Topics
• Staff • Telehealth
ECS-50718 Summary | Details
Default Values on Form Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ADD Form -- Webpage Dialog
  • Clients
  • Evolv Data Types for Forms -- Webpage Dialog
  • Form Designer
  • Form Families - Client Mode
Scenario 1: getDataValue Handles "Greater Than" and "Less Than" Comparison Operators
Specific Setup:

Access to Form Designer and Event/Form to be tested.

Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Select desired system "Form".
  3. Add a variable "Form Element".
  4. Set the "Default Value" field to desired "getDataValue" operation which includes a "<" or a ">".
  5. Click "Save".
  6. Navigate to desired "Form".
  7. Validate desired "getDataValue" filters as expected.
Topics
• Forms
ECS-50749 Summary | Details
CardConnect Deposit Slips
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Client Guarantors - Self Pay
  • All Clients By Guarantor
  • Cash Received - Credit Card
  • Credit Card Brand -- Webpage Dialog
  • Credit Card Manual Entry
  • Deposit Info
  • Device
  • Finance > Accounts Receivable > Credit Card Payments > Payments
  • Finance > Accounts Receivable > Deposit Slip/Batch Checks > Batch
  • Finance > Accounts Receivable > Deposit Slip/Batch Checks > Deposit Slip - Self Pay
  • Select Deposit Slip -- Webpage Dialog
  • Self Pay Subform
Scenario 1: Deposit Slip Created from Credit Card Can Be Deleted
Specific Setup:

Client has a Self Pay Benefit Assignment with a Guarantor.

Steps
  1. Navigate to "Finance > Accounts Receivable > Credit Card Payments > Payments".
  2. Click the "Device" button.
  3. Select desired "Credit Card Device".
  4. Select "Cash Received-Credit Card".
  5. Search and select a "Payor".
  6. Search and select "Client" from preconditions.
  7. Input the desired "Amount" and "Credit Card Brand", save.
  8. Enter "Credit Card Information" and click Submit".
  9. Navigate to "Finance > Accounts Receivable > Deposit Slip/Batch Checks > Deposit Slip - Self Pay".
  10. Click the "Select Deposit Slip" button.
  11. Search and select "Deposit Slip" created in prior steps.
  12. Click the "Delete" button.
  13. Validate the message "CardConnect deposit slips cannot be deleted when checks are linked." displays.
  14. Click the "OK" dialog button.
  15. Navigate to "Finance > Accounts Receivable > Credit Card Payments > Payments".
  16. Click the "Device" button.
  17. Select desired "Credit Card Device".
  18. Select the "Edit Form in a new window" button.
  19. Check the "Void Payment" checkbox and click Save.
  20. Navigate to "Finance > Accounts Receivable > Deposit Slip/Batch Checks > Deposit Slip - Self Pay".
  21. Click the "Select Deposit Slip" button.
  22. Search and select recent deposit slip.
  23. Click the "Delete" button and click "OK".
  24. Validate the recent deposit slip has been deleted.
Topics
• CardConnect
ECS-50766 Summary | Details
Payroll Runs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alerts-View
  • Finance
  • Finance >Processing >Create Payroll >Processing
  • Microsoft Excel
  • Payroll Billing Log
  • Payroll Log
  • Payroll Output Results
  • Report: Invoices Report
  • Unread Alerts
Scenario 1: Payroll Billing Log Using Generic Output Format Creates Output File
Specific Setup:
  • Services and Staff have been configured for Payroll Invoices.
  • Services have been provided.
Steps
  1. Navigate to "Finance >Processing >Create Payroll >Processing".
  2. Click "New", "Payroll Billing Log".
  3. Set "Parameters" and click "Proceed".
  4. Upon completion, open "Payroll Billing Log".
  5. Click "Launch Payroll Window".
  6. Click "Get Output" and follow prompts to open file.
  7. Validate "Payroll Output" contains desired records.
Topics
• Finance • Finance Setup
ECS-50863 Summary | Details
Qualifying Services With Minimum Duration per Billing Period
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Run
  • Client
  • Client > Case Management > Service Management > Service Entry
  • Clients
  • Finance > Processing > Create Claims/Invoices > Processing for a Period
  • Submitter -- Webpage Dialog
Scenario 1: Qualifying Services Honors Minimum Duration per Billing Period
Specific Setup:
  • Minimum Duration per Billing Period is set on Billing Qualifying Services list.
  • Rate History is set up to require Qualifying Services from the list.
  • Client's current Qualifying Services duration total does not total the required duration.
Steps
  1. Navigate to "Finance >Processing >Create Claims/Invoices >Processing for a Period".
  2. Create a "Billing Run" for time frame of "Services" from preconditions.
  3. Validate the "Claims" are not created.
  4. Navigate to "Client > Case Management > Service Management > Service Entry".
  5. Select "Client" from preconditions.
  6. Enter a "Qualifying Service" for a duration that will increase the total to "Minimum Duration Per Billing Period".
  7. Navigate to "Finance >Processing >Create Claims/Invoices >Processing for a Period".
  8. Reprocess "Billing Run".
  9. Validate "Claims" are now created.
Topics
• Finance • Finance Setup
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:
  • 837 Output File
  • Claim Output Ready - Internet Explorer
  • Create Claims Invoices
  • Submitter -- Webpage Dialog
  • Unread Alerts
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. Click the "Submitter" button.
  3. Click "Edit Form in a new window".
  4. Change Bill Through Date to current date.
  5. Click Reprocess.
  6. Wait for Billing Run to finish and for Completed Alert notification.
  7. Click "Edit Form in a new window".
  8. Click ASC X12N 837 Professional Claims Ver. 5 Release 1 > Claim.
  9. Click "Create AR Output File".
  10. Click "Retrieve the file - File Name".
  11. Open the "837 text" file.
  12. Verify NTE Segment Exists (NTE*DCP*number).
Topics
• Finance • LA IBHIS
ECS-51127 Summary | Details
NIAM Logins Support Multi-Agency Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Evolv -- Webpage Dialog
  • myEvolv Login
  • Setup > System > Evolv System Setup > System Settings/Preferences
Scenario 1: Staff Credentials And NIAM Login Workflows
Specific Setup:
  • Staff 1 has a Username and Password configured at "Agency >Staff & Security >Staff Information >Staff Profiles with Security".
  • Staff 2 has "NIAM Username" configured.
  • System is NIAM Configured.
Steps
  1. Navigate to "Login Screen".
  2. Enter "Login Name" for Staff 1 in preconditions.
  3. Set "Agency" to desired Agency.
  4. Click "Login".
  5. Validate "Password is required." message is displayed.
  6. Set "Login Name" and "Password" fields to credentials from preconditions.
  7. Set "Agency" to desired Agency.
  8. Click "Login".
  9. Validate login success.
  10. Log out.
  11. Set "Login Name" for Staff 2 with NIAM credentials.
  12. Click the "Sign in with Enterprise SSO" button.
  13. Confirm successful login.
Topics
• Login • NIAM
ECS-51151 Summary | Details
Self Pay Receipts Entry
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Billing Info
  • Client Personal Information
  • Navigation Header
Scenario 1: Validate Check "Returned/Refunded Outside Field of Evolv" is Listed for Self Pay Receipts
Specific Setup:
  • Client with Self Pay Receipt Listing configured.
Steps
  1. Navigate to "Client > Client Information > Billing/Payment Information > Self Pay Receipts Entry" and select a client who has a Self Pay Receipt listing.
  2. Confirm that the "Check returned/refunded outside of Evolv" field exists.
  3. Expand the Self Pay Receipt and click "Edit Form in new window" to popup the Checks for a Clients Self Pay form.
  4. Confirm that the "Check returned/refunded outside of Evolv" field exists as a form field, that it is non-modifiable, and that it matches the previous screen.
  5. Click X to close.
  6. Navigate to "Client > Client Information > Personal Information > Self Pay Receipts" and select the same client from step 1.
  7. Confirm that the "Check returned/refunded outside of Evolv" field exists.
  8. Expand the Self Pay Receipt and click "Edit Form in new window" to popup the Checks for a Clients Self Pay form.
  9. Confirm that the "Check returned/refunded outside of Evolv" field exists as a form field, that it is non-modifiable, and that it matches the previous screen.
  10. Click X to close.
Topics
• Client