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myEvolv 10.1.0575 Acceptance Tests

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ECS-49388 Summary | Details
Patient Statement Total Adjustment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance
  • Finance >Reports >Accounts Receivable >Claim Details
  • Finance >Reports >Accounts Receivable >Patient Statements
  • Finance>Reports>Accounts Receivable>Patient Statements
  • Patient Statement Report
  • Report Parameters PickList
Scenario 1: Validate Patient Statement Total Adjustment Column
Specific Setup:
  • Scenario works with two claims. One claim has been waterfalled to secondary payer.
  • Second claim has multiple statuses applied.
Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
  2. Set desired date parameters.
  3. Select report selection "Patient Statement Report by Self-Pay Liability".
  4. Set desired parameters.
  5. Click "Preview".
  6. Validate "Total Adjustment Column" contains desired amount.
  7. Validate "Total Balance Column" contains desired amount.
Topics
• Finance • Reports
ECS-50977 Summary | Details
Printing Using Edge in IE Mode
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 >Deposit Slip - Self Pay
Scenario 1: Printing Deposit Slips in Microsoft Edge Using IE Mode
Steps
  1. Navigate to "Finance >Accounts Receivable >Deposit Slip/Batch Checks >Batch".
  2. Select a batch.
  3. Select "Print Form". Validate print window opens.
  4. Close window and navigate to "Deposit Slip - Self Pay" tab.
  5. Select "Print Form", validate print window opens and close window.
Topics
• Finance
ECS-52107 Summary | Details
Scheduled Event for Staff Responsible
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Active events by Program or Clinic2
  • ADD Form -- Webpage Dialog
  • Client Service Management > Service Entry
  • Evolv Client [EDIT]
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCalendar
  • FrontDeskCheckIn
  • Microsoft Outlook
  • Program Listing By Agency and Worker
  • Staff - Service Providers (by Staff_id)
  • Staff - Service Providers (by Staff_id) NES
  • Write-off reasons for Scheduled Events
Scenario 1: Validate Staff Emails with "Enable Staff Calendar Appointments" Setting
Specific Setup:
  • Staff 1 has the ability to schedule appointments and modify system settings, and is configured with worker email and personal email with the same value.
  • Staff 2 is configured with worker email and personal email with the same value.
Steps
  1. As Staff 1, navigate to "Setup > System > Evolv System Setup > System Settings/Preferences".
  2. Set "Enable Staff Calendar Appointments" setting to disabled and save.
  3. In myEvolv and myEvolv NX:
  4. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX (NX) /"Taskbar > Attendance Check In/Out > Check In/Out >Front Desk Daily Check In" (CS).
  5. Open the "Calendar" and schedule an "Appointment" for Staff 2.
  6. Save the appointment and confirm that an email is not sent to Staff 2.
  7. Navigate to "Setup > System > Evolv System Setup > System Settings/Preferences".
  8. Set "Enable Staff Calendar Appointments" setting to enabled and save.
  9. In myEvolv and myEvolv NX:
  10. Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX" (NX) /Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In"(CS).
  11. Open the calendar and schedule an appointment for Staff 2.
  12. Confirm that an email is received for the scheduled appointment for Staff 2.
  13. Open the calendar and schedule an appointment for Staff 1.
  14. Confirm that an email is received for the scheduled appointment for Staff 1.
Topics
• Setup • Staff
ECS-53120 Summary | Details
837P Claim Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Output Results
  • Billing Run
  • Claim/Invoice Batch
  • Finance > Processing > Create Claims/Invoices > Processing for a Period
  • Output File
  • Submitter -- Webpage Dialog
Scenario 1: Claims Will Output in 837 File
Specific Setup:
  • Claim Receiver is set up to output as "ASC X12N 837".
  • Services are available to bill.
Steps
  1. Navigate to "Finance >Processing >Create Claims/Invoices >Processing for a Period".
  2. Select "Submitter".
  3. Create a "Batch".
  4. Generate "Output".
  5. Validate "Claims" have been created.
Topics
• Finance • Finance Setup
ECS-53149 Summary | Details
Launch to OrderConnect
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 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. Validate "OrderConnect" window loads with information for "Client" from preconditions.
  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 "OrderConnect" window loads with information for "Client" from preconditions.
  9. Close the "OrderConnect" window.
Topics
• OrderConnect
ECS-53432 Summary | Details
Form Designer Available Only in myEvolv NX
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • myEvolv Navigation Header
  • Support
Scenario 1: Legacy Formset Updates
Steps
  1. The following areas will no longer be available in myEvolv:
  • "Setup > User Tools > Form Designer > Form Designer"
  • "Setup > User Tools > Form Designer > Import Form Design"
  • "Setup > Outreach > Setup > Form Designer"
  • "Setup > Incidents > Setup > Form Designer"
  • "Setup > Treatment and tests > Treatment Plans/Other > Design Plan Components"
  • "Setup > Treatment and Tests > Treatment Plans/Other > Organize Plan Components"
  • "Setup > Treatment and Tests > Treatment Plans/Other > Treatment Plan Designer"
  • "Setup > Treatment and Tests > Treatment Plans/Other > Form Designer"
  • "Setup > Treatment and Tests > Treatment Plans/Other > Treatment Plan Steps Designer"
  • "Setup > Treatment and Tests > Test Setup > Test Design - People"
  • "Setup > Treatment and Tests > Test Setup > Test Design - Profiles"
  • "Setup > Treatment and Tests > Test Setup > Test Design - Family Case"
  • "Setup > Treatment and Tests > Test Setup > Form Designer"
Topics
• Forms • Setup