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myEvolv 11.0.0125 Acceptance Tests

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ECS-56674 Summary | Details
Claim Listing Lookup Table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Listing - Submitted
  • Claim Maintenance
  • Finance
  • Finance > Claim Maintenance > Automatic > Claim Information
  • Finance > Claim Maintenance > Manual - Adjustment > Claim
  • Finance > Claim Maintenance > SSPS Roster Type D > Claim
  • Select a Claim
  • Select Claim
Scenario 1: Validate Status Column On Select A Claim Lookup Table
Specific Setup:

Requires various claims with different statuses (paid, partially paid, denied).

Steps
  1. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  2. Click "Select Claim" button.
  3. Search for the desired claim.
  4. Validate it contains desired status.
  5. Repeat for a different claim with a different status.
  6. Repeat tests for Manual - Adjustment Claims.
  7. Repeat tests for SSPS Roster Type D Claims.
Topics
• Finance
ECS-58793 Summary | Details
API Person Record
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
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.
Topics
• Agency Setup
ECS-60632 Summary | Details
Manual Self Pay Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim - Manual Self-Pay
  • Finance
  • Finance >Claim Maintenance >Manual - Self Pay >Claim
  • Finance >Claim Maintenance >Manual - Self Pay >Submission Information
  • Rate Details
  • Select Claim
  • Self-Pay Clients With Security
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.
Topics
• Finance
ECS-60708 Summary | Details
Agency Re-Admission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client
  • Client > Client Information > Critical Information > Enrollment Information
  • Client > Client Information > Critical Information > Enrollment Information > Agency Re-Admission
  • Client >Client Information >Critical Information >Enrollment Information
  • myEvolv CS: Referral > Agency Referral > Referral Information > Referral Information
  • Program Enrollment for Accepted Referrals
  • Referral > Agency Referral > Referral Information > Referral Information
  • Referral > Agency Referral > Referral Information > Referral Information - Wizard Process - New Referral - Personal Information
  • Taskbar > My Homeview > Homeview Launcher > Homeview
  • Taskbar > My Homeview > Homeview Launcher > Homeview - My Pending Referrals
Scenario 1: Attendance Enrollment - Re-Admission
Specific Setup:
  • Client is discharged from the agency.
  • User has access to client.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Click on "Select Client" and set the desired client.
  3. Click on the ellipsis and select "Discharge From Agency".
  4. Set the desired fields and click "Save".
  5. Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
  6. Click on "Select Referral" and set to the desired client.
  7. Click the "New" button and set the "Last Name", "First Name", and "Gender".
  8. Click the "Proceed" button.
  9. Check off the desired client and click the "Proceed" button.
  10. Set the "Managing Office Responsible", "Referral Source", and "Primary Reason for Referral" and "Program Referred To" fields.
  11. Set the "Initial Status" to "Accepted".
  12. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  13. Click on "Select Client" and set the desired client.
  14. Click on the agency folder and select "Re-Amit To Agency".
  15. Set the "Re-Admission Date" and "Re-Admit to Program"
  16. Set the "Placement Type" to "Attendance Enrollment".
  17. Set the "Re-Admit To Facility", "Unit", "Schedule of Sessions", "Worker" and "Worker Role".
  18. Click the "Save" button.
Topics
• Client
ECS-61902 Summary | Details
Respite DOC Score Will Reflect on Program Enrollment Modifier
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ADD Form -- Webpage Dialog
  • Client > Client Information > Critical Information > Enrollment Information
  • Client > Client Information > Critical Information > Placement Disruptions
  • Clients -- Webpage Dialog
  • Clients -- Webpage Dialog - Results
  • EDIT Form -- Webpage Dialog
  • Facilities listing by Program
  • Placement Events By Agency/Program - People
  • Placement Events By Agency/Program - People2
  • Program by Client's Service Track - Respite -- Webpage Dialog
  • Program Enrollment Modifier (by Agency)
  • Program Enrollment Modifier Look Up Table
  • Program Listing By Agency and Worker
  • Provider Sites by Program (Vacancy)
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Unit Table
  • Unit Table 2
  • Worker Role (to a client or in a workgroup) Table
Scenario 1: Validate Respite Program Modifiers In Placement Disruptions in CS
Specific Setup:
  • Client is enrolled in a Care Day program.
  • Agency is set up for Respite type Placement Disruption
Steps
  1. Navigate to "Client > Client Information > Critical Information > Placement Disruptions".
  2. Click "New Manual Event", select "Respite" from the drop down list.
  3. Fill out required fields.
  4. Fill out "Program Modifier" field.
  5. Fill out "DOC Points" field, "Save".
  6. Validate the "Placement Disruption" is listed.
  7. Click "Enrollment Information" tab.
  8. Validate "Respite Placement" is displayed.
  9. Click on the "Program Modifier", validate the "DOC Points" are displayed,
Topics
• Client

myEvolv_11.0.0125_Details.csv