myEvolv 10.1.0550 Acceptance Tests

ECS-44974 Summary | Details

CMS-1500 and Multiple Service Line Claims

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

Alternative Claim Output
AR Output Results
Billing Run
Claim Output
Claim Receiver
Claim/Invoice Batch
Finance
Finance >Processing >Create Claims/Invoices >Processing for a Period
Finance Setup
Finance Setup > Agency Setup > Claim Receivers > Information
Submitter

Scenario 1: Claim Output - CMS-1500(02-12) One Claim/Page And A Multiple Service Line Claim

Specific Setup:

Requires a "Billing Run" with at least 2 claims.
Claims should have at least 2 services that were consolidated using "Service Line Consolidation".

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers > Information".
Select "Receiver" for "Billing Run" from preconditions.
Click on "Alternative Claim Output Format".
Select "CMS-1500 (02-12) one claim/page".
Set "Box 1 - Receiver Type for HCFA".
Save.
Navigate to "Finance > Processing > Create Claims/Invoices > Processing for a Period".
Select desired "Submitter".
Edit desired "Billing Run".
Click on the "Claim" link.
Click "Get Output" button.
Select "Get Alternative Output - CMS-1500 (02-12) one claim/page".
Click "Output Claim" link.
Validate "Box 24" contains desired claim with each service line.
Scroll to "2nd Page".
Validate it contains 2nd claim with each service line.

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

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

• NIAM • Third Party Solution

ECS-50302 Summary | Details

Group Event With Participants SubForm

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

Activities - Group Activities
Agency Setup > Event Setup > Groups & Case > Events Setup
Event Category
Event Definition User - Group
Groups
Groups > Service Management > Service Management > Service Entry
Groups/Classes
Participant Role in the Event
Related People (Profiles)

Scenario 1: Validate Has Participants On Group Event

Specific Setup:

Requires a "Group" to be set up with at least one member.
"Group Member" should have at least one collateral.

Steps

Navigate to "Agency Setup > Event Setup > Groups & Case > Event Setup".
Click on "Event Category".
Select "Group Activities".
Edit desired group event.
Check "Has Participants".
Save.
Navigate to "Groups > Service Management > Service Management > Service Entry".
Select desired group.
Click "Enter New Service" button and select desired group event.
Fill in required fields.
Click "Get Attendees".
Check desired "Group Members".
Validate "Participants" tab is visible.
Click on "Participants" tab.
Fill in desired "Participants" SubForm.
Save the event.
Validate the "Group Event" saved.

Topics

• Groups

ECS-50895 Summary | Details

Staff Import API V2 With NIAM Fields Now Added

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

Agency Setup > Other Setups > Import File Template > Import File Template
Agency Setup >Other Setups >Import File Template >Import File Template
Import File Setup Type
Import File Setup Type > JSON API Import > JSON Payload
Other
Select Name -- Webpage Dialog
Select Template -- Webpage Dialog
Staff Information

Scenario 1: Validate Staff API Import Contains NIAM Fields Fields and Populates Successfully When Staff Import File Uploaded

Specific Setup:

Login Staff has "Is user restricted to API interaction?" checkbox checked in their staff profile form.

Steps

Navigate to "Agency Setup > Other Setups > Import File Template > Import File Template" and Select Template "Staff Import API V2".
Set Import File Type to "Staff Import API V2" type.
Check "Is Automated", "CareFabric Uploading?", and "CareFabric API Access?" boxes.
Select V2 for API Version.
Uncheck "Use Form Import API?" checkbox.
Set automation key (Ex: "STAFF_IMV2").
Set Nightly Threshold to "99".
Navigate to "Agency Setup > Other Setups > Import File Template > Fields Layout" and Select Template "Staff Import API V2".
Verify two new NIAM fields exist.
Check "USED" checkbox on all fields.
Click "Generate JSON Layout".
Copy the resulting JSON template.
Navigate to "Setup > System Tools – Internal Use Only > Import File Setup Type > API Testing.
Enter the User Name and Password for the system's API user to authenticate.
Set API Action = IMPORT
Set API VERSION = V2.
Paste the JSON template (copied in step 4) into the "JSON Payload" textbox area.
Fill out the values of the fields you wish to see in your new staff, including the two new NIAM fields (set Use NIAM Authentication = 1 and set NIAM Username).
Click "Authenticate" and confirm successful.
Press "JSON API Import" button and confirm successful import.
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Confirm that new staff exists and that his/her NIAM fields are filled with the provided values as expected.
Navigate to "Setup > System Tools – Internal Use Only > Import File Setup Type > API Testing.
Enter the User Name and Password for the system's API user to authenticate.
Set API Action = IMPORT
Set API VERSION = V2.
Paste the JSON template (copied in step 4) into the "JSON Payload" textbox area.
Fill out the values of the fields you wish to see in your 2nd new staff, including the two new NIAM fields (set Use NIAM Authentication = 0 and set NIAM Username).
Click "Authenticate" and confirm successful.
Press "JSON API Import" button and confirm successful import.
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Confirm that new staff exists and that his/her NIAM fields are filled with the provided values as expected.

Topics

• Agency • Agency Setup • Setup

ECS-51366 Summary | Details

Authorizations Report Service Parameter Look Up Table

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

Microsoft Excel
Processing... - Internet Explorer
Report Output Data in CSV Format
Report Parameters PickList
Report: Billing Authorizations
Reports > Clients > Services & Treatment > Authorizations

Scenario 1: Validate All Selections for Report: Clients Services & Treatment – Authorizations

Specific Setup:

Requires access to "Reports > Clients > Services & Treatment > Authorizations".
Requires Service Events to exist in the Agency.

Steps

Navigate to "Reports > Clients > Services & Treatment > Authorizations".
Enter a value for "Report Selection".
Add a new "Parameter" of "Service".
Click the Magnifying Glass in the "Value" column for the "Service" parameter to launch the "Look Up Table".
Filter for the desired "Service" and confirm that results are returned.
Select a "Service".
Click "Preview".
Confirm that the "Report" loads filtered by the selected "Service".

Topics

• Reports

ECS-52009 Summary | Details

Group Services Report

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

DELETE Form -- Webpage Dialog
Groups > Service Management > Service Management > Service Entry
Report: Group Services
Reports > Groups > General > Services

Scenario 1: Validate Deleted Services are Removed from Group Services Reports

Specific Setup:

Requires access to "Reports > Groups > General > Services".
Requires access to "Groups > Service Management > Service Management > Service Entry".
Requires the ability to Create and Delete Group Services.

Steps

Navigate to "Groups > Service Management > Service Management > Service Entry".
Select a Group.
Add a service and include a member.
Navigate to "Reports > Groups > General > Services".
Set report parameters to contain the created service.
Click the "Preview" button to load the Report Preview.
Validate that the created Group Service appears in the preview.
Close the Report.
Navigate to "Groups > Service Management > Service Management > Service Entry".
Delete the Service that was created earlier.
Navigate to "Reports > Groups > General > Services".
Validate that the Service no longer appears in the Report Preview.

Topics

• Groups • Reports

ECS-44974 Summary \| Details CMS-1500 and Multiple Service Line Claims Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Alternative Claim Output AR Output Results Billing Run Claim Output Claim Receiver Claim/Invoice Batch Finance Finance >Processing >Create Claims/Invoices >Processing for a Period Finance Setup Finance Setup > Agency Setup > Claim Receivers > Information Submitter Scenario 1: Claim Output - CMS-1500(02-12) One Claim/Page And A Multiple Service Line Claim Specific Setup: Requires a "Billing Run" with at least 2 claims. Claims should have at least 2 services that were consolidated using "Service Line Consolidation". Steps Navigate to "Finance Setup > Agency Setup > Claim Receivers > Information". Select "Receiver" for "Billing Run" from preconditions. Click on "Alternative Claim Output Format". Select "CMS-1500 (02-12) one claim/page". Set "Box 1 - Receiver Type for HCFA". Save. Navigate to "Finance > Processing > Create Claims/Invoices > Processing for a Period". Select desired "Submitter". Edit desired "Billing Run". Click on the "Claim" link. Click "Get Output" button. Select "Get Alternative Output - CMS-1500 (02-12) one claim/page". Click "Output Claim" link. Validate "Box 24" contains desired claim with each service line. Scroll to "2nd Page". Validate it contains 2nd claim with each service line.	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 [EDIT] Agency > Staff & Security > Staff Information > Staff Profiles with Security Agency by Managing Office Setup > System > EvolvCS System Setup > System Settings/Preferences Staff Information Staff Listing - Agency Employees (By People ID) Staff Look Up Their Own Information Staff with Security Staff with Security (EDIT Form) Staff with Security [EDIT] 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 • NIAM • Third Party Solution
ECS-50302 Summary \| Details Group Event With Participants SubForm Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Activities - Group Activities Agency Setup > Event Setup > Groups & Case > Events Setup Event Category Event Definition User - Group Groups Groups > Service Management > Service Management > Service Entry Groups/Classes Participant Role in the Event Related People (Profiles) Scenario 1: Validate Has Participants On Group Event Specific Setup: Requires a "Group" to be set up with at least one member. "Group Member" should have at least one collateral. Steps Navigate to "Agency Setup > Event Setup > Groups & Case > Event Setup". Click on "Event Category". Select "Group Activities". Edit desired group event. Check "Has Participants". Save. Navigate to "Groups > Service Management > Service Management > Service Entry". Select desired group. Click "Enter New Service" button and select desired group event. Fill in required fields. Click "Get Attendees". Check desired "Group Members". Validate "Participants" tab is visible. Click on "Participants" tab. Fill in desired "Participants" SubForm. Save the event. Validate the "Group Event" saved.	Topics • Groups
ECS-50895 Summary \| Details Staff Import API V2 With NIAM Fields Now Added Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Agency Setup > Other Setups > Import File Template > Import File Template Agency Setup >Other Setups >Import File Template >Import File Template Import File Setup Type Import File Setup Type > JSON API Import > JSON Payload Other Select Name -- Webpage Dialog Select Template -- Webpage Dialog Staff Information Scenario 1: Validate Staff API Import Contains NIAM Fields Fields and Populates Successfully When Staff Import File Uploaded Specific Setup: Login Staff has "Is user restricted to API interaction?" checkbox checked in their staff profile form. Steps Navigate to "Agency Setup > Other Setups > Import File Template > Import File Template" and Select Template "Staff Import API V2". Set Import File Type to "Staff Import API V2" type. Check "Is Automated", "CareFabric Uploading?", and "CareFabric API Access?" boxes. Select V2 for API Version. Uncheck "Use Form Import API?" checkbox. Set automation key (Ex: "STAFF_IMV2"). Set Nightly Threshold to "99". Navigate to "Agency Setup > Other Setups > Import File Template > Fields Layout" and Select Template "Staff Import API V2". Verify two new NIAM fields exist. Check "USED" checkbox on all fields. Click "Generate JSON Layout". Copy the resulting JSON template. Navigate to "Setup > System Tools – Internal Use Only > Import File Setup Type > API Testing. Enter the User Name and Password for the system's API user to authenticate. Set API Action = IMPORT Set API VERSION = V2. Paste the JSON template (copied in step 4) into the "JSON Payload" textbox area. Fill out the values of the fields you wish to see in your new staff, including the two new NIAM fields (set Use NIAM Authentication = 1 and set NIAM Username). Click "Authenticate" and confirm successful. Press "JSON API Import" button and confirm successful import. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security". Confirm that new staff exists and that his/her NIAM fields are filled with the provided values as expected. Navigate to "Setup > System Tools – Internal Use Only > Import File Setup Type > API Testing. Enter the User Name and Password for the system's API user to authenticate. Set API Action = IMPORT Set API VERSION = V2. Paste the JSON template (copied in step 4) into the "JSON Payload" textbox area. Fill out the values of the fields you wish to see in your 2nd new staff, including the two new NIAM fields (set Use NIAM Authentication = 0 and set NIAM Username). Click "Authenticate" and confirm successful. Press "JSON API Import" button and confirm successful import. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security". Confirm that new staff exists and that his/her NIAM fields are filled with the provided values as expected.	Topics • Agency • Agency Setup • Setup
ECS-51366 Summary \| Details Authorizations Report Service Parameter Look Up Table Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Microsoft Excel Processing... - Internet Explorer Report Output Data in CSV Format Report Parameters PickList Report: Billing Authorizations Reports > Clients > Services & Treatment > Authorizations Scenario 1: Validate All Selections for Report: Clients Services & Treatment – Authorizations Specific Setup: Requires access to "Reports > Clients > Services & Treatment > Authorizations". Requires Service Events to exist in the Agency. Steps Navigate to "Reports > Clients > Services & Treatment > Authorizations". Enter a value for "Report Selection". Add a new "Parameter" of "Service". Click the Magnifying Glass in the "Value" column for the "Service" parameter to launch the "Look Up Table". Filter for the desired "Service" and confirm that results are returned. Select a "Service". Click "Preview". Confirm that the "Report" loads filtered by the selected "Service".	Topics • Reports
ECS-52009 Summary \| Details Group Services Report Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: DELETE Form -- Webpage Dialog Groups > Service Management > Service Management > Service Entry Report: Group Services Reports > Groups > General > Services Scenario 1: Validate Deleted Services are Removed from Group Services Reports Specific Setup: Requires access to "Reports > Groups > General > Services". Requires access to "Groups > Service Management > Service Management > Service Entry". Requires the ability to Create and Delete Group Services. Steps Navigate to "Groups > Service Management > Service Management > Service Entry". Select a Group. Add a service and include a member. Navigate to "Reports > Groups > General > Services". Set report parameters to contain the created service. Click the "Preview" button to load the Report Preview. Validate that the created Group Service appears in the preview. Close the Report. Navigate to "Groups > Service Management > Service Management > Service Entry". Delete the Service that was created earlier. Navigate to "Reports > Groups > General > Services". Validate that the Service no longer appears in the Report Preview.	Topics • Groups • Reports