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myEvolv 11.0.0075.07 Acceptance Tests

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ECS-58792 Summary | Details
11.0.0100.05, 11.0.0125.02, 11.0.0075.07, 11.0.0150
API Import Templates
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 >Fields Layout
  • Select Template
  • Agency Setup > Other Setups > Import File Template > Import File Template
  • Select Template -- Webpage Dialog
  • Agency Setup > Other Setups > Import File Template > Fields Layout
Scenario 1: Import Template "API Create a Person"
Specific Setup:
  • User has access to Agency Setup module.
  • Import template of "API Create Person" is present.
Steps
  1. Navigate to "Agency Setup >Other Setups >Import File Template".
  2. Click on the "Select" template.
  3. Set the "Description" to "API Create".
  4. Click the "Search" button.
  5. Validate the "API Create a Person" template is present within results.
  6. Click on the "API Create a Person".
  7. Validate form opens.
  8. Click on the "Fields Layout" tab and validate desired fields.
Scenario 2: Validate API Import Templates
Specific Setup:
  • User has access to Agency Setup module.
  • Import template of "API Create Person" is present.
  • Import template of "API Create Client" is present.
  • Import template of "API Update Person" is present.
Steps
  1. Navigate to "Agency Setup > Other Setups > Import File Template > Fields Layout".
  2. Click "Select Template".
  3. Search and select "API Create a Client".
  4. Click "Generate JSON Layout".
  5. Verify the "JSON Layout" window exists.
  6. Click "Close".
  7. Repeat step 1 for the following templates:
  8. "API Create a Person".
  9. "API Update a Person".
Topics
• Agency Setup • Imports
ECS-59493 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
Import Invoice File
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance > Accounts Payable > Import Invoice File > File
  • Select File -- Webpage Dialog
  • ADD Form -- Webpage Dialog
Scenario 1: Finance - Import Invoice File for Edge in IE Mode
Specific Setup:

Available Invoice File to upload which contains dashes in the Debit/Credit Account columns.

Steps
  1. Navigate to "Finance > Accounts Payable > Import Invoice File > File".
  2. Click "Select File".
  3. Click "New".
  4. Click "Browse".
  5. Select desired "Invoice File".
  6. Validate file uploads.
Topics
• Finance
ECS-60632 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02, 11.0.0075.05, 11.0.0050.08, 11.0.0100.03
Manual Self Pay Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance
  • Finance >Claim Maintenance >Manual - Self Pay >Claim
  • Select Claim
  • Claim - Manual Self-Pay
  • Self-Pay Clients With Security
  • Rate Details
  • Finance >Claim Maintenance >Manual - Self Pay >Submission Information
Scenario 1: Creation of Manual Self Pay Claims
Specific Setup:
  • Access to Finance Module.
  • Client has an active Self Pay Benefit Assignment.
Steps
  1. Navigate to "Finance >Claim Maintenance >Manual - Self Pay >Claim".
  2. Click "Select Claim".
  3. Set "Claim #" to "%".
  4. Click "Search".
  5. Click "New".
  6. Click "Client" button and select desired client.
  7. Fill in remain required fields.
  8. Save.
  9. Click on the "Submission" tab.
  10. Validate the submission contains desired "Payer" from "Self Pay Benefit Assignment".
  11. Click on the "Claims" tab.
  12. Edit the claim such as different rate details.
  13. Save.
  14. Click on "Submission" tab.
  15. Click "Refresh" button.
  16. Validate the "Submission" contains desired "Payer" from "Self Pay Benefit Assignment".
  17. Validate the submission contains updated information.
Scenario 2: Creation of Manual Self Pay Claims
Specific Setup:
  • Access to Finance Module.
  • Client has an active Self Pay Benefit Assignment.
Steps
  1. Navigate to "Finance >Claim Maintenance >Manual - Self Pay >Claim".
  2. Click "Select Claim".
  3. Set "Claim #" to "%".
  4. Click "Search".
  5. Click "New".
  6. Click "Client" button and select desired client.
  7. Fill in remain required fields.
  8. Save.
  9. Click on the "Submission" tab.
  10. Validate the submission contains desired "Payer" from "Self Pay Benefit Assignment".
  11. Click on the "Claims" tab.
  12. Edit the claim such as different rate details.
  13. Save.
  14. Click on "Submission" tab.
  15. Click "Refresh" button.
  16. Validate the "Submission" contains desired "Payer" from "Self Pay Benefit Assignment".
  17. Validate the submission contains updated information.
Topics
• Finance