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myEvolv 11.0.0025 Acceptance Tests

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ECS-48896 Summary | Details
Service Details PEM Tool
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Reports > Finance Reports > Service Details
  • Evolv
  • myEvolv Toolbar
  • Reports: Service Details
  • Select Client
  • Service Details PEM Form
  • Taskbar > System Maintenance > Application Maintenance > Utilities
Scenario 1: Service Details PEM Utility
Specific Setup:

Requires a client that has had a program modifier changed after services have been billed.

Steps
  1. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  2. Click "Run" on the "Services Details PEM Tool".
  3. Click "Get Clients" button.
  4. Select desired client.
  5. Click "Get Service List".
  6. Click "Update Records".
  7. Validate it says "Service Details Updated".
  8. Close the form.
  9. Click "Run" on the "Services Details PEM Tool".
  10. Click "Get Clients" button.
  11. Validate the client is no longer listed.
Topics
• Utilities
ECS-50739 Summary | Details
Front Desk Payment Collection
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Front Desk-Person Information
  • Taskbar >Attendance Check In/Out >Check In/Out >Front Desk Daily Check In
Scenario 1: Front Desk Check In - Payment Collection without Deposit slip
Specific Setup:
  • Client with a Benefit Assignment.
  • Scheduled Event for Client.
Steps
  1. Navigate to "Taskbar >Attendance Check In/Out >Check In/Out >Front Desk Daily Check In".
  2. Click on the "Calendar" button and "Schedule Appointment" for client, and "Save".
  3. Navigate to "Taskbar >Attendance Check In/Out >Check In/Out >Front Desk Daily Check In".
  4. Check the "Check In" button.
  5. Click "Collect Payment" button.
  6. Enter the "Total Amount".
  7. Click " Save".
  8. Click the "Close" button.
  9. Click the "Close" button, to navigate back to the "Front Desk Daily Check" In screen.
Scenario 2: Front Desk Check In - Payment Collection
Specific Setup:
  • Client with a Benefit Assignment.
  • Scheduled Event for Client.
Steps
  1. Navigate to "Taskbar >Attendance Check In/Out >Check In/Out >Front Desk Daily Check In".
  2. Click on the "Calendar" button and "Schedule Appointment" for client, and "Save".
  3. Navigate to "Taskbar >Attendance Check In/Out >Check In/Out >Front Desk Daily Check In".
  4. Check the "Check In" button.
  5. Click "Collect Payment" button.
  6. Populate required fields.
  7. Click " Save".
  8. Click "Close".
Topics
• Front Desk
ECS-52629 Summary | Details
Patient Statements Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • -- Webpage Dialog
  • Evolv
  • Finance
  • Finance > Reports > Accounts Receivable > Claim Details
  • Finance > Reports > Accounts Receivable > Patient Statements
  • Internet Explorer pop up
  • Microsoft Excel
  • Patient Statement Report
  • Report Output Data in CSV Format
  • Report Parameters PickList
  • Report Selection PickList
  • report_
  • report_excel
Scenario 1: Patient Statement Report
Specific Setup:

Requires at least two clients with "Claims" that have been submitted to "Self Pay".

Steps
  1. Navigate to "Finance >Reports >Accounts Receivable >Patient Statements".
  2. Set desired "From and Through Date".
  3. Select "Report Selection".
  4. Click "Preview".
  5. Validate report loads and displays desired client's "Patient Balance".
  6. Close report.
Topics
• Finance • Reports
ECS-54319 Summary | Details
Claim Resubmissions
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
  • Finance > Processing > Create Claims/Invoices > Processing for a Period
  • Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract
  • Home
  • Next Payer Run
  • Output File
  • Submitter
Scenario 1: Resubmission To Next Payer Will Output SVD Information
Specific Setup:
  • Claims have been remitted with Adjustment Reason Codes (CAS).
  • Claims have been Re-submitted to Next Contract.
  • Claim Receiver set up for Claim Output Format ASC X12N 837 Professional Claims Ver. 5 Release 1.
Steps
  1. Navigate to "Finance >Processing >Create Claims/Invoices >Re-Submit to Next Contract".
  2. Select "Submitter".
  3. Create a "Next Payer Run" for "Claims" from preconditions.
  4. Create "Output file".
  5. Validate "SVD" information contains Procedure Code(s) and Modifier(s) from original Claim Submission.
Topics
• Finance
ECS-55611 Summary | Details
Community Card
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Critical Information > Enrollment Information
  • Clients -- Webpage Dialog
  • EDIT Form -- Webpage Dialog
  • Evolv Button
Scenario 1: Load "Program Enrollment" From Client Enrollment Information Post Community Card Removal
Specific Setup:

Client enrolled in program.

Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select a Client.
  3. Click the Program link.
  4. Validate Program Information loads with necessary forms and information.
Topics
• Client
ECS-55612 Summary | Details
Service Entry Listing
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
  • Clients
  • Family Cases > Clinical Information > Service Management > Service Entry
  • Groups > Service Management > Service Management > Service Entry
  • Navigation
Scenario 1: Service Entry Listing Does Not Display Action Buttons
Specific Setup:
  • Client Service Event that can be submitted.
  • Client Service Event that has been submitted.
  • Client Service Event that can be e-signed.
  • Client Service Event that has been e-signed.
  • Family Case Event that can be submitted.
  • Family Case Event that has been submitted.
  • Family Case Event that can be e-signed.
  • Family Case Event that has been e-signed.
  • Group Event that can be submitted.
  • Group Event that has been submitted.
  • Group Event that can be e-signed.
  • Group Event that has been e-signed.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select Client from preconditions.
  3. Confirm icons to "E-Sign", "Un-sign", "Submit" and "Unsubmit" are not present in the listing.
  4. Navigate to "Groups >Service Management >Service Management >Service Entry".
  5. Select Group from preconditions.
  6. Confirm icons to "E-Sign", "Un-sign", "Submit" and "Unsubmit" are not present in the listing.
  7. Navigate to "Family Cases >Clinical Information >Service Management >Service Entry".
  8. Select Family Case from preconditions.
  9. Confirm icons to "E-Sign", "Un-sign", "Submit" and "Unsubmit" are not present in the listing.
Topics
• Client • Family Cases • Groups
ECS-55614 Summary | Details
Incidents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • myEvolv Nav Header
  • myEvolv Navigation
Scenario 1: Incident Module Is In myEvolv NX Exclusively
Specific Setup:

Access to both myEvolv and myEvolv NX.

Steps
  1. Log into myEvolv.
  2. Validate "Incident" icon is not present.
  3. Click the "eVOLV" button.
  4. Verify "Incidents" breadcrumb is not present.
  5. Logout of myEvolv.
  6. Log into myEvolv NX.
  7. Navigate to "Incidents > Incidents > Incidents > Incident".
  8. Verify the "Incident" module is present.
Topics
• Incidents
ECS-55999 Summary | Details
Referral Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EDIT Form -- Webpage Dialog
  • Evolv Button
  • Initial Contact Inquiry Type -- Webpage Dialog
  • Referral > Agency Referral > Referral Information > Referral Information
  • Referrals to Agency -- Webpage Dialog
Scenario 1: Validate Can Enter Data in “Phone Number Calling From” Field on Referral Form
Specific Setup:

Available Referral to Agency referral to edit.

Steps
  1. Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
  2. Select a Referral.
  3. Click edit on the Agency Referral row.
  4. Select "Phone" for "Initial Contact Method".
  5. Validate "Phone Number Calling From" is enabled.
Topics
• Referral
ECS-56080 Summary | Details
Back Office
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency System Settings [EDIT]
  • Attendance (Facility) [EDIT]
  • Attendance Facilities Form Set
  • Attendance Institution (Facility) Listing
  • Credit Card Devices - Link by Facility Subform
  • Message from webpage
  • myEvolv Nav Header
  • School Management Agency Operated [EDIT]
  • Schools Form Set
  • Schools Table: Agency Operated (Agency Module)
  • Service Facilities Form Set
  • Service Facilities Listing
  • Service Facility [EDIT]
Scenario 1: FIS - Credit Card Devices
Specific Setup:

System has been configured by Netsmart to enable FIS Credit Card Integration.

Steps
  1. Navigate to " Agency > Service Locations > Sites/Residentials > General Information".
  2. Click the "Select a Facility" button.
  3. Select desired Facility.
  4. Select "Credit Card Device Setup" from the Form Line Group Listbox.
  5. Validate the "Credit Card Devices" table is enabled.
  6. Fill out required fields.
  7. Click "Save".
  8. Navigate to "Agency > Service Locations > Attendance Facilities > General Information".
  9. Click "Select Institution" button.
  10. Click desired Institution.
  11. Select "Credit Card Device Setup" from the Form Line Group Listbox.
  12. Validate the "Credit Card Devices" table is enabled.
  13. Fill out required fields.
  14. Click "Save".
  15. Navigate to "Agency > Service Locations > Agency Schools > General Information".
  16. Click "Select School" button.
  17. Click desired School.
  18. Select "Credit Card Device Setup" from the Form Line Group Listbox.
  19. Validate the "Credit Card Devices" table is enabled.
  20. Fill out required fields.
  21. Click "Save".
Topics
• Finance
ECS-56169 Summary | Details
Finance Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home
Scenario 1: Finance Setup Is Available in myEvolv NX Only
Steps

Confirm Finance Setup is no longer present as an Icon or launched from the dropdown option.
Topics
• Finance Setup

myEvolv_11.0.0025_Details.csv