Skip to main content

myEvolv NX 10.1.0450.09 Acceptance Tests

  1. Last updated
  2. Save as PDF
ECS-44720 Summary | Details
EVV Procedure Code Rate Modifiers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Personal Information > Demographics
  • Client > Client Information > Personal Information > Benefit Assignments
  • Benefit Assignment
  • Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Schemes
  • Payers Setup Table
  • Edit Scheme Setup
  • Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup
  • Billing Plan Setup NX
  • Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)
  • Create New Rate
  • Billing Rate Header - Services
  • Billing Rate - Service Based NX
  • Billing Plan / Contract Information
  • Billing Plan / Plan/Contract Rates
  • Billing Rates by Plan
  • Billing Plan Rates Setup NX
  • Finance Setup Manual Services NX
  • Client > Case Management > Service Management > Service Entry
  • Client Related Task
Scenario 1: EVV - Create Rate Modifier
Steps

Internal testing only.

Scenario 2: EVV - Rate Modifier Permutations for SendTelephonyPatient
Steps

Internal testing only.

Scenario 3: EVV - Rate Modifier Permutations for SendTelephonyAppointment
Steps

Internal testing only.
Topics
• Electronic Visit Verification (EVV)
ECS-45339 Summary | Details
Events Will Open After Amending
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • Simple Service with test [ADD]
  • Simple Service with test [EDIT]
  • Simple Service with test [VIEW] *APPROVED*
  • Client > Case Management > Service Management > Service Entry
  • Event Definitions - Service - by Category/Program
  • Activity Event [EDIT]
  • Other Activities Miles [VIEW]
  • Other Activites Miles [EDIT]
  • myEvolv Login
  • Groups > Service Management > Service Management > Service Entry
  • Select Group
Scenario 1: Validate After Amending An Event The Event Stays Open
Specific Setup:
  • Requires an event that can be locked by either "Submit or Signing".
  • Requires a staff that has "Amend" rights to the event.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Enter desired event.
  4. Lock the event by either "Signing or Submitting".
  5. Amend the event.
  6. Select desired "Amend Reason".
  7. Enter additional amend reason.
  8. Validate the event stays open.
  9. Validate the "Amendment" section is visible with "Amendment History" SubReport.
Topics
• Client • Service Entry • Supervisor • Groups
ECS-45376 Summary | Details
Form Save
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
Scenario 1: Validate Incomplete Form Save
Specific Setup:
  • Requires access to "Client > Case Management > Service Management > Service Entry".
  • Requires a service configured to disallow future entry.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry" and select a Client.
  2. Select a Client.
  3. Create a new instance of the configured event.
  4. Set the Actual Date of the event in the future.
  5. Attempt to save. Confirm that a message appears indicating that dates in the future are not allowed.
  6. Confirm that the event has not saved.
  7. Create another new instance of the configured event.
  8. Set the Actual Date to the present or earlier.
  9. Save and confirm that no validation appears.
  10. Close the event and refresh the event listing.
  11. Confirm that the event has saved.
Topics
• Client • Forms
ECS-45798 Summary | Details
"Only Lock Group Events at Group Level" Prevents Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • Select Group
  • Groups > Service Management > Service Management > Service Entry
  • Client > Case Management > Service Management > Service Entry
  • Agency Setup > Agency > Agency > Agency Information
  • myEvolv Login
Scenario 1: Routing Button Doesn't Show for Member Events - Only Lock at Group Level
Specific Setup:
  • Requires a group event setup with "Routing".
  • The flag "Only Lock Group Events at Group Level (NX Only)" under Agency Setup should be checked.
Steps
  1. Navigate to "Groups > Service Management > Service Management > Service Entry".
  2. Select desired group.
  3. Enter desired group event.
  4. Fill in required fields and mark desired members present.
  5. Save.
  6. Re-open the event.
  7. Click on "View Service" for the members.
  8. Validate the "Routing" button is not visible.
  9. Close the form.
  10. Click the "Routing" button on the group event.
  11. Route the event to the desired staff.
  12. Navigate to "Client > Case Management > Service Management > Service Entry".
  13. Select desired client from group event.
  14. Open the group event.
  15. Validate the "Routing" button does not exist.
Scenario 2: Routing Button Shows for Member Events - Only Lock at Group Level Disabled
Specific Setup:
  • The flag "Only Lock Group Events at Group Level (NX Only)" under Agency Setup should not be checked.
  • Requires a group event setup with "Routing" (*Please note if you are using individual client routes, then a route setup for "Activities" should be used and staff should attempt to route at "Group Level").
Steps
  1. Navigate to "Groups > Service Management > Service Management > Service Entry".
  2. Select desired group.
  3. Enter desired group event.
  4. Fill in required fields and mark desired members present.
  5. Save.
  6. Re-open the event.
  7. Click on "View Service" for the members.
  8. Validate the "Routing" button is visible.
  9. Close the form.
  10. Navigate to "Client > Case Management > Service Management > Service Entry".
  11. Select desired client from group event.
  12. Open the group event.
  13. Validate the "Routing" button exist.
  14. Click on the "Routing" button and route to the desired supervisor.
  15. As the desired supervisor, open the event and approve it.
  16. Repeat for any other group members.
  17. Navigate to "Groups > Service Management > Service Management > Service Entry".
  18. Open the group event.
  19. Validate the group event is "Approved".
Topics
• Groups • Routing
ECS-45817 Summary | Details
Signature Display Using Topaz Device
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • SignatureCapture
Scenario 1: Validate Signature Clears From Topaz Device After Saving The Event
Specific Setup:
  • Requires an event with "E-Signature" Field type.
  • Requires an Evolv Compatible Topaz Device.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Enter desired event.
  4. Click on "Click to Upload Image".
  5. Select "Capture Signature".
  6. Using "Topaz Device" capture a signature.
  7. Click "Save" button.
  8. Validate the signature is no longer visible on the topaz device.
  9. Validate the signature is visible on the event.
  10. Save the event.
Topics
• Client • Forms
ECS-45907 Summary | Details
Treatment Plan Components Support Memo's with No Text Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ServicePlanForm
Scenario 1: Validate Treatment Plan Tab Switch
Specific Setup:
  • Requires access to "Client > Case Management > Plan Development > Planning".
  • Requires a component on a Treatment plan that has a memo, but no Text Templates for that memo.
Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Select a Client.
  3. Open a new Treatment plan.
  4. Navigate to the component with the memo.
  5. Navigate to another component and back.
  6. Confirm that the forms load.
Topics
• Treatment Plans
ECS-45990 Summary | Details
835 Remittance With Void Acceptance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Cash Received Maintenance (System) [VIEW]
  • Report: Claim Remittance Report
Scenario 1: Check Balances When Remitting 835 File Where Claim Status Is "Void Accepted"
Specific Setup:
  • Claim in system with status of "Pending Void".
  • 835 File contains remittance with "Void Accepted" status.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and "Upload 835".
  3. Select "835 file" from preconditions.
  4. Set "Deposit Date" and click "Upload".
  5. Click "Check Number", validate "Transactions" and "GL Transactions", close.
  6. Click "Actions" and "Remittance Report".
  7. Validate "Check Balance", click "Close".
Topics
• Finance
ECS-46010 Summary | Details
Improved Performance of Plan Goals Lookup Table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Case Management > Service Management > Service Entry
  • Plan Goals (Event)
  • Treatment Plan
  • Client Service Entry
  • Treatment Plan 2 Event Link Cross Program SubForm
  • Treatment Plan Goals (Cross-Program)
Scenario 1: Validate Treatment Plan Link on Service Event
Specific Setup:

Requires an event with "Has Treatment Link" checked on event setup or treatment plan link SubForm added to event manually.

Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Select desired client.
  3. Start a new plan or review.
  4. Fill in all required fields.
  5. Fill in "Goal Statement" with a large amount of text.
  6. Save.
  7. Submit the plan for approval.
  8. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  9. Approve the plan.
  10. Navigate to "Client > Case Management > Service Management > Service Entry".
  11. Click "Add Event" button and select desired event.
  12. Fill in required fields.
  13. Click on "Treatment Plan Link" within "Treatment Plan Link SubForm".
  14. Validate the client's goal statements are listed in the look-up table.
  15. Validate the entire goal statement is displayed.
Topics
• Treatment Plans • SubForm
ECS-46021 Summary | Details
Billing Authorization SubReports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Reports > Clients > Services & Treatment > Authorizations
  • Authorizations report
  • Client Service Entry
  • AuthSubreport
  • Client Information Standalone Form Set
  • Authorizations-Billing [Edit]
  • Authorizations Details Subform
  • Authorizations Details [EDIT]
  • Report: Billing Authorizations Secure
  • AlertListing
Scenario 1: Billing Authorization SubReport Displays Units Available
Specific Setup:
  • Service Event has SubReport "Authorization details for a client".
  • Client has authorizations for the service in varying statuses (Billed, Performed, Scheduled).
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select "Client" from preconditions.
  3. Click "Actions" and "Authorization report".
  4. Note the "Units" for each column (Total, Used, Performed, Scheduled, Balance).
  5. Click on "Service Event" from preconditions.
  6. Validate the "SubReport" displays corresponding "Units Used" and "Units Left".
  7. Navigate to "Reports > Clients > Services & Treatment > Authorizations".
  8. Select "Order by : Client Name. Include Non-Billed Services" and set "Parameter" & "Value" to "Client" in preconditions.
  9. Click "Preview".
  10. Validate "Units" display corresponding "Units" for each column.
Scenario 2: Billing Authorization Alerts Differentiate Authorization Header Units And Authorization Detail Units
Specific Setup:
  • Client 1 has an Authorization where the Header record is expiring by Units.
  • Client 2 has an Authorization where the Details record is expiring by Units.
  • Scheduled Authorization Alert job has been run on the server.
Steps
  1. Navigate to "Taskbar > Alerts > Alerts > Alerts".
  2. Click "Authorization Expiration Alert".
  3. Validate "Message" displays "Expired By Units" for "Client 1" including "Type: Header".
  4. Validate "Message" displays "Expired By Units" for "Client 2" including "Type: Details".
Topics
• Reports • Finance • Client • Alerts
ECS-46051 Summary | Details
myEvolv Anywhere Login Performance Enhancement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dashboard
  • Synchronization Screen
Scenario 1: myEvolv Anywhere - Client Event Data Sync Feature Set B
Specific Setup:
  • myEvolv Anywhere-enabled myEvolv environment.
  • Access to the myEvolv Anywhere Feature Set B mobile application.
  • myEvolv Anywhere User with many direct worker assignments in myEvolv.
Steps
  1. Log in to myEvolv Anywhere.
  2. Verify the performance enhancement prevents a sync process time-out on Client Event Data.
Scenario 2: myEvolv Anywhere - Client Event Data Sync Feature Set C
Specific Setup:
  • myEvolv Anywhere-enabled myEvolv environment.
  • Access to the myEvolv Anywhere Feature Set C mobile application.
  • myEvolv Anywhere User with many direct worker assignments in myEvolv.
Steps
  1. Log in to myEvolv Anywhere.
  2. Verify the performance enhancement prevents a sync process time-out on Client Event Data.
Topics
• myEvolv Anywhere
ECS-46091 Summary | Details
Scheduled Billing Runs And Billing Authorizations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance Header
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
  • Billing Batch Claims Review
  • Claim Information
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History
Scenario 1: Scheduled Billing Run Confirm Service Details
Specific Setup:
  • Client has an existing Billing Authorization that has been partially consumed.
  • System has a Scheduled Billing Run which will include additional authorized services for Client.
  • Scheduled Billing Run has been completed.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Select "Filters" to locate "Scheduled Billing Run" from preconditions.
  3. Click on "Claims".
  4. Validate "Claims" created have consumed "Billing Authorization units" and are not held.
Topics
• Finance • Finance Setup
ECS-46102 Summary | Details
Expired Authorization Alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AlertListing
Scenario 1: Expired Billing Authorization Alerts Will Be Included Based Upon System Settings
Specific Setup:
  • Current User is Primary Worker for Client.
  • Client has expired authorizations.
  • "Start Authorization Alert Job" has been enabled and has run.
  • Authorization Report and Alerts is flagged to "Include Expired Authorizations", and "# of Days Expired" is set at "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Steps
  1. Navigate to "Taskbar > Alerts > Alerts > Alerts".
  2. Click on "Authorization Expiration".
  3. Validate the "Expired By Date" displays the expired authorizations from preconditions.
  4. Repeat for "Alerts" to "Supervisor" and "Workgroup".
Topics
• Finance • Alerts
ECS-46139 Summary | Details
Service Plan Status - Review
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ServicePlanList
  • ServicePlanProcess
  • ServicePlanForm
Scenario 1: Validate "Established" Status on Review of Treatment Plans
Specific Setup:
  • Requires access to "Client > Case Management > Plan Development > Planning".
  • Requires a completed Treatment Plan that has been Submitted and Approved.
Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Select a Client with a completed Treatment Plan that has been Submitted and Approved.
  3. For that Plan, click "Actions" and select the "Treatment Plan Review" option.
  4. The "Service plan review items" form will load, click "Ok" to load the Treatment Plan for review.
  5. Access one of the original components (such as Goal or Objective) of the Treatment Plan from the navigation tree on the left.
  6. Open the "Status" look up table for that component.
  7. Confirm that the "Service Plan Status" look up table does not contain an "Established" status. Afterwards, close the look up table.
  8. Add a new component to the Treatment Plan.
  9. Confirm that within that component and its children that the "Status" is set to "Established".
Topics
• Treatment Plans
ECS-46153 Summary | Details
Improve My Routed Tasks Widget Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
Scenario 1: Validate My Routed Task Widget Performance
Specific Setup:
  • Requires an event that can be routed.
  • Scenario uses a "Basic Approval" route.
  • Required access to the "My Routed Task" widget.
  • Scenario works with more than one staff. A supervisor to approve the route.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Enter desired event.
  4. Route the event to desired staff, i.e. self.
  5. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  6. Click the "Widgets" button and select "My Routed Tasks" widget.
  7. Edit the routed task that’s pending approval.
  8. Click the "Routing" button and click on "Re-assign" Tab.
  9. Select a different staff to route the event to.
  10. Validate the widget refreshes and the event is no longer listed.
  11. Log in as the 2nd staff.
  12. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  13. Click the "Widgets" button and select "My Routed Tasks" widget.
  14. Edit the routed task that’s pending approval.
  15. Click the "Routing" button and "Approve" the route.
  16. Validate the widget automatically refreshes and the event is no longer listed.
Topics
• Routing • Widgets • Service Entry
ECS-46166 Summary | Details
Billing Requests For Self Pay Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance Header
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
  • Immediate Billing Run Request
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History
  • Billing Batch Claims Review
  • Immediate Billing Run Request [ADD]
  • Billing Run Request Limit People Subform
  • FinanceClaims
  • All People with Benefit Assignments with LOS
Scenario 1: Self Pay Billing Request And Requests With Copay Batches Will Be Created In Same Billing Execution Interval
Specific Setup:
  • Services for Self Pay are ready to bill.
  • Services for Payer with Copay are ready to bill.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Request" for "Payer" where "Copay Claims" are expected.
  3. Create "Billing Request" for "Self Pay".
  4. Upon completion of "Billing Execution Interval", validate a "Batch" has been created for "Copay Claims" and a "Batch" has been created for "Self Pay Claims".
Scenario 2: Copay Claims Will Be Only Included In Non-Self Pay Billing Requests
Specific Setup:
  • Client has 2 active Self Pay Plans assigned.
  • Client has Services that are billable.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and "Start New Billing Run".
  3. Set "Billing Run" required fields to include "Client" and "Services" from preconditions.
  4. Click "Save".
  5. Upon completion of "Billing Execution Interval", click "Claims".
  6. Validate "Batch" includes "Claims" for "Services" from preconditions.
Topics
• Finance • Finance Setup
ECS-46278 Summary | Details
835 Remittance Import And Deposit Slip
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance > Remittance Processing > Deposit Slip/Batch Checks > Batch
  • Finance Header
  • Finance File Import
  • Report: Claim Remittance Report
  • Claim Information
  • FinanceImportListing
  • Cash Received Maintenance (System) [VIEW]
  • Cash Deposit Slip Form Set
  • Deposit Slip with Remittance [EDIT]
Scenario 1: Deleting Deposit Ticket Created Via 835 Import Also Deletes The 835 Import And All Remittance Transactions
Specific Setup:
  • Payer has submitted claim(s).
  • 835 file with remittance for submitted claim(s).
  • Agency Setup "Create Deposit Ticket with Electronic Remittance" is checked.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Import "835 file".
  3. Click "Actions" and "Remittance Report".
  4. Click on "Claim" from preconditions.
  5. Validate "Remittance" has been applied to the "Claim", close form.
  6. Navigate to "Finance > Remittance Processing > Deposit Slip/Batch Checks > Batch".
  7. Select "Deposit Slip" created during import of "835".
  8. Delete "Deposit Slip".
  9. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  10. Select "Claim" from preconditions.
  11. Validate "Remittance" has been removed from the claim.
  12. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  13. Validate "835 file" has been deleted.
Topics
• Finance • Agency Setup
ECS-46325 Summary | Details
Family Case Form Family
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Setup > User Tools > Interface Design > Form Designer
  • Columns Pick List NX
  • Database Column [ADD]
  • Evolv Data Types
  • Columns Pick List For Event Log
  • Sub Reports for Users - All
  • Event Categories Listing (No new)
  • Form Families by Event Category that are B2E
  • Forms
  • Evolv Data Types for Forms
  • Form Families
Scenario 1: Validate Family Case Form Family Loads
Specific Setup:

Requires access to "Form Designer".

Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Click "Form Family" button.
  3. Set "Name" to "Family Cases".
  4. Click "Search" button.
  5. Select "Family Cases" form family.
  6. Click 1st "P1" button for the first form.
  7. Validate the form displays.
  8. Click "P1" for the 2nd form.
  9. Validate the form displays.
  10. Click "P1" for the 3rd form.
  11. Validate the form displays.
Topics
• Forms
ECS-46383 Summary | Details
GL Adjust Remittance Action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • FinanceManagementAR
Scenario 1: GL Action On Denied Claims When Amount Greater Than Balance Is Resubmitted To Same Payer
Specific Setup:

System has a denied claim which needs to be resubmitted for a higher amount than originally charged.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check", set "Filters", click "Search" to display "Claim" from preconditions.
  3. Click "Add Action" and select "Resubmit".
  4. Select/set "Custom Amount" higher than "Balance".
  5. Click "Add Action" and select "GL Adjust".
  6. Validate the "New Balance" is zero.
Topics
• Finance • Finance Setup
ECS-46410 Summary | Details
Override Colors are Displayed in Front Desk Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCalendar
  • Front Desk Calendar Appointment [EDIT]
  • FrontDeskCheckIn
Scenario 1: Edit Custom Color in Front Desk Calendar NX
Specific Setup:
  • Requires access to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  • Requires the ability to create or edit appointments.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click the "View Calendar" button.
  3. Within the "Front Desk Calendar" window that opens, filter to a Staff member.
  4. Select or create a new appointment for that staff member.
  5. For that appointment, select a color under the "Color" field. A pick window will display the available colors.
  6. Save the Calendar Appointment.
  7. Back within the "Front Desk Calendar" window, confirm that the created/modified appointment displays the color selected on the leftmost corner of its cell.
Topics
• Front Desk
ECS-46413 Summary | Details
Authorization Override
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Client Finance Related Information Form Set
  • Authorizations Details Subform
  • Authorizations-Billing [Edit]
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • ContractsRatesSetup
  • Billing Plan Setup NX [EDIT]
  • Finance Setup Manual Services NX Form Set
  • Billing Rate Details - Services NX Subform
Scenario 1: GL Transactions Honor Authorization Override Amount On Billing Authorization Record- Not "In Contract"
Specific Setup:
  • Billed service is linked to a Billing Authorization.
  • Payer/Plan is not "In Contract".
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Open "Billing Run" associated with preconditions.
  3. Click on "Claim" and "Accounting Info".
  4. Validate "GL Transactions" reflect amount charged.
  5. Navigate to "Client > Client Information > Billing Authorization > Service Details".
  6. Select "Client" and add "Override Rate Information" to the "Authorization Details".
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  8. Reprocess the "Billing Run".
  9. Upon completion of "Billing Execution Interval", click on "Claim" and "Accounting Info".
  10. Validate "GL Transactions" reflect "Override Amount".
Scenario 2: GL Transactions Honor Authorization Override Amount On Billing Authorization Record- "In Contract"
Specific Setup:
  • Service is billable and is associated with a Billing Authorization that has an "Override Rate" on the "Authorization Details".
  • Payer/Plan is "In Contract".
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create the "Billing Run" to capture "services" from preconditions.
  3. Open the "Claim".
  4. Validate the "GL Transactions" reflect the "Override Rate".
Topics
• Client • Finance • Finance Setup
ECS-46454 Summary | Details
835 Upload
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance Header
  • Finance File Import
  • Report: Claim Remittance Report
Scenario 1: 835 - Test Importing Multiple Files
Specific Setup:
  • System has claims ready to remit.
  • Multiple 835 Remittance files with Claim Remarks.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File".
  3. Click "Choose File" and select file to upload.
  4. Repeat steps 2-3 until all files are ready to upload.
  5. Set "Deposit Date".
  6. Click "Upload".
  7. Validate system messages advising imports successful.
  8. Close "Finance File Import".
  9. Click "Actions".
  10. Click "Remittance Report".
  11. Validate "Adjustment Group" and "Adjustment Reason" columns contain correct values.
Scenario 2: Allow Importing Multiple 835 Files where receivers are different.
Specific Setup:

System must contain claims that can have a remittance posted against them multiple receivers.

Steps
  1. Navigate to 'Finance > Imports/Exports > Imports > Remittance Imports', and upload multiple 835 files from different receivers.
  2. Validate no error messages are present.
  3. Confirm the 'Interchange Receiver Names' per 835 are present.
Scenario 3: Import Multiple Single Service Line Claims Via 835
Specific Setup:

An 835 File will need to be present that contains multiple single line claims with various status of remittance assigned to claims.

Steps
  1. Navigate to 'Finance > Imports/Exports > Imports > Remittance Imports' and import an 835 that contains multiple single line claims, each claim contains a different status of (Paid/Partially Paid/Denied).
  2. Open the 'Claim Remittance Report' and validate the associated claim remittance, and paid amount based on status is present and matches the status to the uploaded 835 file.
  3. Open the 'Claims Details Report' and confirm the indicated claim status from the associated 835 file matches the status of the 'Claim Detail Report' on a per-claim basis.
Topics
• Finance • Finance Setup
ECS-46488 Summary | Details
999 Acknowledgement File Filters by Agency
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
Scenario 1: 999 Acknowledgement File Filters by Agency
Specific Setup:
  • System is set up for Multi-Agency use.
  • Both Agencies have a Billing Batch with the identical control number.
  • Two 999 Acknowledgement files with the same control number.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > 999 Imports" in Agency 1.
  2. Import the first "999 file".
  3. Validate file has imported and displays corresponding "Invoice Batch Log".
  4. Log out and log into Agency 2.
  5. Navigate to "Finance > Imports/Exports > Imports > 999 Imports" in Agency 2.
  6. Validate the first file does not display.
  7. Import the second "999 file".
  8. Validate file has imported and displays corresponding "Invoice Batch Log".
Topics
• Finance
ECS-46525 Summary | Details
Hyperlinks will open Forms in Reports
Scenario 1: Validate HyperLink Opens Linked Forms Via Reports
Specific Setup:

Scenario uses "Staff Roster" Report to validate the hyperlink.

Steps
  1. Navigate to "Reports > Staff > Staff Reports > Staff Roster".
  2. Set "As of Date".
  3. Click "Report Selection".
  4. Select desired report selection.
  5. Click "Preview" button.
  6. Click on "Staff Name" link.
  7. Validate the "Staff Information" window appears.
Topics
• Reports • Staff
ECS-46527 Summary | Details
835 Import Validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Claim Adjustment Reasons [ADD]
  • Finance File Import
  • Report: Claim Remittance Report
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • ContractsRatesSetup
  • Billing Plan Setup NX [EDIT]
  • Default Claim Actions NX Subform
  • Claim Remittance Status for Auto Action
  • Claim Adjustment Group Codes
  • Claim Adjustment Reasons
  • Actions by Status for Auto
  • Accounts for Action by Plan
  • Resubmit To
  • Claim Remittance Actions subform
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Claim Submission 2.0 [EDIT]
Scenario 1: Import 835 File Action Prevents Import With Claim Adjustment Reason Code Not In System
Specific Setup:

835 Remittance file contains Claim Adjustment Reason Code (CAS), which is not present in the system.

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and "Upload 835".
  3. Select the "835 File" file, set "Deposit Date" and click "Upload".
  4. Confirm validation message advising "The following adjustment reason codes were not found:".
  5. Close and navigate to "Finance Setup > General Setup > Remittance Tables > Claim Adjustment Reasons".
  6. Create new "Claim Adjustment Reason" using the "Reason Code".
  7. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  8. Click "Upload File" and "Upload 835".
  9. Select the "835 File" file, set "Deposit Date" and click "Upload".
  10. Confirm successful import of the "835 File".
Scenario 2: Default Remittance Actions Validate Against Deletion
Specific Setup:
  • Plan/Contract has Default Remittance Actions populated for Write Off and Re-Submit, based upon Adjustment Group and Adjustment Reason.
  • Claim has been submitted.
  • 835 Remittance file containing CAS segments matching the Default Remittance Actions for the Plan/Contract.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Upload "835 File" from preconditions.
  3. Click "Actions" and "Remittance Report".
  4. Validate "Adjustment Reasons" and "Actions" are present (Writeoff & Resubmit - Performed).
  5. Click "Claim".
  6. Click "Submissions".
  7. Attempt to delete the "Resubmit" action.
  8. Validate deletion prevented.
  9. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  10. Select "Check" and set "Filters" to search for "Claim".
  11. Click "Total Paid" and "View More" to expand timeline.
  12. Click "Undo/Delete" on the "Resubmit" row.
  13. Validate deletion prevented.
  14. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  15. Click "Actions" and "Delete".
  16. Validate successful deletion.
Topics
• Finance • Finance Setup
ECS-46540 Summary | Details
Note Field Visible When Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • Treatment Plan
  • Routing Actions - ( Current Status: Pending Clinician Review )
  • Taskbar > My Homeview > Homeview Launcher > Homeview - My Routed Tasks
  • Routing Actions - ( Current Status: Pending Supervisor Review )
Scenario 1: Validate When Routing a Treatment Plan Note Field Is Visible.
Specific Setup:
  • Routing must be enabled.
  • Requires a treatment plan set up with routing.
Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Select desired client.
  3. Enter a treatment plan for the client and save.
  4. Click the "Routing" button to route the plan to desired staff.
  5. Validate the "Note" input box visible.
  6. Enter a note and route the plan.
  7. As the supervisor, navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  8. Open the "My Routed Task" widget.
  9. Open the routed treatment plan.
  10. Click the "Routing" button and validate the "Note" input box is visible.
  11. Enter a note and "Approve" the plan.
Topics
• Client • Routing • Service Entry • Audit Snapshot
ECS-46566 Summary | Details
Front Desk NX Calendar - Program View
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • FrontDeskCalendar
  • Front Desk Calendar Appointment [ADD]
  • Staff - Service Providers (by Staff_id) NES
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
  • Front Desk Calendar NX
  • Calendar Appointment
Scenario 1: Validate Front Desk NX Calendar Program View Displays Appointments When Program Is Not Linked To A Schedule
Specific Setup:

Requires a program that is not linked to any facility schedule.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click on "Calendar" button.
  3. In the calendar, click on "Program" tab.
  4. Check off desired program.
  5. Double click on desired time slot.
  6. Fill in required fields to create a scheduled event.
  7. Save.
  8. Validate the calendar refreshes and the scheduled event is visible.
Scenario 2: Front Desk NX Calendar - Program
Specific Setup:
  • Requires a facility with an active "Program Schedule".
  • Requires a "Manually Assigned" workgroup for that program.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click "View Calendar".
  3. Click "Program" tab.
  4. Check desired program.
  5. Validate the program's schedule is visible.
  6. Validate "# Appointments Available - # Appointments Scheduled" text is visible in each of the desired time slots.
  7. Right click on desired time slot and select "Schedule Appointment".
  8. Fill in desired event, workgroup or staff and person.
  9. Save.
  10. Validate the scheduled refreshed and the "# Appointments Available - # Appointments Scheduled" reflect the correct amount.
  11. Validate the time slot also has a yellow bar to denote an appointment is scheduled for that time.
  12. Repeat steps 7 to 9, until all appointments are filled for that time slot.
  13. Validate the time slot now has a red bar to denote no more appointments available.
  14. Right click on the time slot and select "View Appointments".
  15. Validate a list of the scheduled events for that time slot appear.
  16. Click on the "Week" tab.
  17. Validate the "Program's Schedule" is visible.
  18. Close the calendar.
  19. In "Front Desk Check In" screen select date of scheduled events.
  20. Validate the scheduled events are listed and they contain the desired program and workgroup or staff.
Topics
• Front Desk • Calendar
ECS-46597 Summary | Details
Events can be opened from alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • Select Group
Scenario 1: Validate Sending An Alert Via Group Event
Specific Setup:

Requires a group with at least one service event entered.

Steps
  1. Navigate to "Groups > Service Management > Service Management > Service Entry".
  2. Select desired group.
  3. Click on desired group event.
  4. Click on "Send Alert" button.
  5. Fill in "Subject" and set desired staff.
  6. Click "Send".
  7. Log in as staff message was sent to.
  8. Click on "Alert Bell" icon.
  9. Click on the alert.
  10. Click on the event link.
  11. Validate the group event opens without issue.
Scenario 2: Validate Sending And Viewing An Alert Sent Via A Widget.
Specific Setup:
  • Scenario assumes staff has access to "Notes to Complete" widget and is saves to the widgets layout.
  • At least one event should be listed in the "Note to Complete" widget.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Under "Notes to Complete" Widget, click on edit event.
  3. Click on "Send Alert" button.
  4. Fill in desired subject and set desired staff.
  5. Click "Send".
  6. Click on "Alert Bell" icon.
  7. Click on the alert that was recently sent.
  8. Click on the "Event" link.
  9. Validate the event opens without issue.
Topics
• Alerts • Groups • Widgets
ECS-46630 Summary | Details
Open Plans will Persist Status after Treatment Plan Ending
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ServicePlanForm
  • SupervisorModule
  • ServicePlanList
  • Goals Treatment Plan Depend on Category [ADD]
  • Objectives Treatment Plan [ADD]
  • Methods Treatment Plan [ADD]
  • ServicePlanProcess
  • Treatment Plan Ending [EDIT]
  • Agency Program Services-Planning New Subform
Scenario 1: Validate Using Treatment Plan Ending Functionality With Plans That Have Not Yet Been Completed
Specific Setup:
  • Requires a client with a completed "Treatment Initial Plan".
  • Requires a new "Initial Treatment Plan and Review" event.
Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Select desired client.
  3. Start a treatment plan review.
  4. Fill in all required fields and save.
  5. Do not submit for approval.
  6. Navigate to "Agency Setup > Services Setup > By Program > Treatment Plan Ending".
  7. Select desired program.
  8. Fill in requires fields to link the program to your new treatment plan.
  9. Save.
  10. Navigate to "Client > Case Management > Plan Development > Planning".
  11. Click "Refresh" button.
  12. Open the review plan.
  13. Click through the child components and validate the statuses remained.
  14. Submit the plan for approval.
  15. As the supervisor, navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  16. Approve the plan.
  17. Navigate to "Client > Case Management > Plan Development > Planning".
  18. Click "Refresh" button.
  19. Click "Actions" button.
  20. Validate the drop down box contains the new review.
  21. Click on the new review to start a new treatment plan review.
Topics
• Agency Setup • Setup • Treatment Plans
ECS-46687 Summary | Details
Ability To View Nested SubForm Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • Print Preview
Scenario 1: Open Event Based Subform with Audit Snapshot Captured
Specific Setup:
  • Requires an event with a SubForm that is flagged as "Use Event Specific Form".
  • Event should also be set up to be locked with either "E-Sign" or "Can Submit".
  • Audit Snapshot should be enabled.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Enter desired event.
  4. Fill in required fields.
  5. Click on "Add Record" on your "Event Specific SubForm".
  6. Fill in required fields and click "Update".
  7. Save your event.
  8. Lock the event by signing or submitting it for approval.
  9. Re-open the event.
  10. Validate the event opens and contains the text this is "An Audit Snapshot".
  11. Click on "View" button on the "Event Specific SubForm".
  12. Validate the event opens without issue.
Topics
• Service Entry • SubForm • Client
ECS-46690 Summary | Details
Existing Plans will Persist Status after Treatment Plan Ending
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan Ending [EDIT]
  • Agency Program Services-Planning New Subform
  • ServicePlanList
  • ServicePlanForm
  • Goals Treatment Plan Depend on Category [VIEW]
  • Objectives Treatment Plan [VIEW]
  • Methods Treatment Plan [VIEW]
  • Agency-Program Setup for Treatment Planning [EDIT]
  • Services Setup by Program Form Set
Scenario 1: Validate When Using Treatment Plan Ending Functionality Prior Review Statuses Remain
Specific Setup:
  • Requires a client with a completed "Treatment Plan".
  • Requires a new "Initial Treatment Plan and Review" event.
  • Treatment Plan Review fields must be set to be modifiable in order to start a new review.
Steps
  1. Navigate to "Agency Setup > Services Setup > By Program > Treatment Plan Ending".
  2. Select desired program.
  3. Fill in requires fields to link the program to your new treatment plan.
  4. Save.
  5. Navigate to "Client > Case Management > Plan Development > Planning".
  6. Select desired client.
  7. Start a treatment plan review.
  8. Validate the alert message appears "The selected treatment plan review structure is no longer active and you are now utilizing an updated treatment plan design".
  9. Validate the system is using your new review form.
  10. Fill in required fields for the treatment plan.
  11. Save.
  12. Validate the new "Treatment Plan Review" name is listed.
  13. Validate the previous plan's status is "Finalized".
  14. Open the previous plan.
  15. Click through each child component and validate it contains the status that was previously set.
Topics
• Treatment Plans
ECS-46751 Summary | Details
Releasing Held Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • FinanceManagementAR
  • Claim Held Reasons
  • Payers of Agency
  • Journal Entries [VIEW]
Scenario 1: Enter GL Correctly for Release and WriteOff Action
Specific Setup:
  • Claim has been held and needs to be written off.
  • Plan/Contract has been configured for Write-Off accounts.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Set "Filters" for "Batch" containing "Claim" from preconditions.
  3. Click "Held Claims".
  4. Click "Actions" and "Release and Write Off".
  5. Select "Reason" and "Account Type", save.
  6. Click on "Claims".
  7. Click on "Claim" and "Accounting Info".
  8. Validate the "GL Transactions" are present for the "Write Off".
Scenario 2: myAR Release Held Claim And Validate GL Transactions
Specific Setup:
  • Claim has been held and needs to be written off.
  • Plan/Contract has been configured for Write-Off accounts.
Steps
  1. Navigate to "Finance > Remittance Processing > myAR > Held Claims".
  2. Set "Filters" to search for "Claim" from preconditions.
  3. Click "Actions" and "Release and Write Off".
  4. Select "Reason" and "Type", save.
  5. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  6. Select "Claim" and click on "Accounting Info".
  7. Validate the "GL Transactions" are present for the "Write Off".
Topics
• Finance • Finance Setup
ECS-46771 Summary | Details
Adjustment Action On Remitted Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • FinanceManagementAR
  • Claim Submission 2.0 [EDIT]
  • Claim Remittance Actions [EDIT]
Scenario 1: Adjustment Action On A Denied Claim Creates GL Transactions And Reverses Balances On Original Claim To Zero
Specific Setup:

Claim has been remitted and an Adjustment Claim needs to be sent to Payer.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check".
  3. Set "Filters" to search on "Claim" from preconditions.
  4. Click "+Add Action" and select "Adjustment".
  5. Click "Save".
  6. Click on "Claim" and navigate to "Accounting Info".
  7. Validate reversing "GL Transactions" have been written.
  8. Validate "GL Account Balances" for "Accounts Receivable" have been reversed to a zero dollar balance.
Scenario 2: Add Adjustment Action Using Calculate Rate In myAR
Specific Setup:

Claim has been remitted and an Adjustment Claim needs to be sent to Payer.

Steps
  1. Navigate to "Finance > Remittance Processing > myAR > Outstanding Balance".
  2. Set "Filters" to search on "Claim" from preconditions.
  3. Click "+Add Action" and select "Adjustment".
  4. Click "Save".
  5. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information" and select "Claim" from preconditions.
  6. Click on "Accounting Info".
  7. Validate reversing "GL Transactions" have been written.
  8. Validate "GL Account Balances" for "Accounts Receivable" have been reversed to a zero dollar balance.
Topics
• Finance • Finance Setup
ECS-46837 Summary | Details
Claims With Payment Withdrawn Status
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance Header
  • Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Finance > Remittance Processing > myAR > Outstanding Balance
  • Apply Receipt to Claims
Scenario 1: myAR Calculate Rate To Resubmit After Payment Withdrawn
Specific Setup:

Claim has a status of Payment Withdrawn.

Steps
  1. Navigate to "Finance > Remittance Processing > myAR > Outstanding Balance".
  2. Set "Filters" and click "Search" to display "Claim" in preconditions.
  3. Click "Add Action" and select "Resubmit".
  4. Click "Amount Type" and select "Calculate Rate".
  5. Validate results are returned to resubmit claim.
Scenario 2: Validate Resubmit with Calculate Rate for Claim in Payment Withdrawn Status
Specific Setup:

Claim has a status of Payment Withdrawn.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Set "Filters" and click "Search" to display "Claim" in preconditions.
  3. Click "Add Action" and select "Resubmit".
  4. Click "Amount Type" and select "Calculate Rate".
  5. Validate results are returned to resubmit claim.
Topics
• Finance • Finance Setup
ECS-47060 Summary | Details
Releasing Held Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceClaims
  • SupervisorModule
  • Billing Results Report [View]
  • Client Finance Related Information Form Set
  • Diagnosis General [EDIT]
  • Priority Table
Scenario 1: Release Claim Held For "Service Not Approved"
Specific Setup:
  • Service has been submitted, but not approved.
  • Claim has been created for service.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Click "Actions", "Approve", and "Save".
  3. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  4. Click "Actions" and "Reprocess" on the "Batch" containing "Held Claims".
  5. Upon completion of "Billing Execution Interval", validate "Claim" is released.
Scenario 2: Release Claim Held For "No Primary Diagnosis Found"
Specific Setup:
  • Claim Receiver requires a diagnosis on file.
  • Client does not have a diagnosis marked "1-Primary".
  • Claim is held for "No Primary Diagnosis Found".
Steps
  1. Navigate to "Client > Client Information > Personal Information > Diagnosis Information".
  2. Select "Client".
  3. Edit "Diagnosis" to add "Priority", click "Save".
  4. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  5. Reprocess "Batch" containing "Claim" from preconditions.
  6. Upon completion of "Billing Execution Interval", validate claim has been released into the original "Batch".
Topics
• Finance • Finance Setup
ECS-47066 Summary | Details
Completed Scheduled Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Columns Pick List NX
  • All Look-up Tables Listing (filtered)
  • Client Service Entry
Scenario 1: Validate a Completed "Scheduled" Service Due The Same Day As A New Program Enrollment Assigns to Proper Date/Time Section
Specific Setup:
  • A client that has discharged and readmitted into the same program at least once
  • The scheduled service is linked to the same program the client is in.
  • The enrollment start date and time of the client is known and will be used in the creation of the scheduled event.
  • The form for the event has a "Program Enrollment Event Id" where the "Column" is "Program Enrollment Event Id", and "Look-up Table Used" is "Program_Enrollment_View", the "Program Enrollments by Service Track".
  • Note: If a completed date and time are entered that is prior to the enrollment start date and time that completed event will be moved to the previous enrollment grouping for that program.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry"
  2. Select the client to be used.
  3. Select the "Schedule Task" button.
  4. Select the event in the precondition.
  5. Schedule a service for the same date as the new enrollment record.
  6. Leave the time component blank.
  7. Fill in any other required fields.
  8. Save.
  9. Validate the service displays under the "current" program enrollment.
  10. Validate the status is "Scheduled".
  11. Select the record.
  12. Set the time component to a value equal to the time of the enrollment record.
  13. Save the record.
  14. Validate the record is saved under the "Current" program.
  15. Delete the record.
  16. Redo the test.
  17. When completing the "Scheduled" record, enter a time that is greater than the enrollment time.
  18. Save the record.
  19. Validate the service is under the Program "Current" section.
  20. Delete the record.
  21. Redo the test.
  22. When completing the scheduled record, make the time component prior to the enrollment start time.
  23. Save the record.
  24. Validate the record is moved to the same Program with the Date /Time of the previous enrollment.
  25. Delete the record.
Topics
• Service Entry
ECS-47098 Summary | Details
Billing Authorization Report (Dropdown)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EvolvCS Client [EDIT]
  • Authorizations report
  • Client
  • Client > Reports > Finance Reports > Authorizations
  • Report: Billing Authorizations Secure
Scenario 1: Billing Authorization Report Honors Expired Authorization Settings
Specific Setup:

Client has active and expired Billing Authorizations.

Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Check "Include Expired Authorizations" and set "# of Days Expired", save.
  3. Navigate to "Client Module", select the "Client" from preconditions.
  4. Click "Actions" and "Authorization report".
  5. Validate the "Billing Authorization Report" includes expired records.
  6. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  7. Uncheck "Include Expired Authorizations", save.
  8. Navigate to "Client Module", use the same "Client" from preconditions.
  9. Click "Actions" and "Authorization report".
  10. Validate the "Billing Authorization Report" does not include expired records.
Topics
• Reports • Finance • Finance Setup
ECS-47116 Summary | Details
Improved Performance of Finance 2.0 Billing Runs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Run NX [DELETE]
Scenario 1: Finance - Validate Generating Billing Batch Functions For myAM Rates
Specific Setup:
  • Clients exist that will have claims generated.
  • Clients are attached to the appropriate benefit plans.
  • myAM Rates are setup and are being used.
  • Rates are setup to generate first dose of week records for dispenses that occur.
Steps
  1. Navigate to the "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a New Run.
  3. Fill in the needed information.
  4. Save the run.
  5. Wait until the billing run completes.
  6. Validate the run has completed.
Scenario 2: Finance - Validate Deleting a myAM Batch Run Functions
Specific Setup:

A batch run exists to be deleted.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Find the batch run to delete.
  3. Click the "Actions" button.
  4. Select the "Delete Billing Run" option.
  5. On the "Billing Run NX [DELETE]" form click "Delete".
  6. Click "OK" on the validation message.
  7. Validate the batch no longer exists.
Topics
• Finance
ECS-47134 Summary | Details
myAR Using Calculate Rate Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • Test_Amend [EDIT]
  • FinanceManagementAR
  • Claim Remittance Actions subform
  • Claim Submission 2.0 [EDIT]
Scenario 1: myAR Use Calculate Rate Functionality With Amended Service Event
Specific Setup:
  • Service event has been submitted to Supervisor.
  • Service event has been billed and submitted to Payer.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Amend the "Event" from preconditions by modifying the "Duration".
  3. Navigate to "Finance > Remittance Processing > myAR > Outstanding Balance".
  4. Set "Filters" and search for "Claim" from preconditions.
  5. Click "Add Action" and "Resubmit".
  6. Click "Amount Type" and "Calculate Rate".
  7. Confirm new "Submission" generated reflects "Units" and "Amount" based upon "Duration".
Scenario 2: myAR Use Calculate Rate Functionality With Duration Change On Service Event
Specific Setup:
  • Service event has been billed and submitted to Payer.
  • Service event has been modified (duration) after claim was submitted.
Steps
  1. Navigate to "Finance > Remittance Processing > myAR > Outstanding Balance".
  2. Set "Filters" and search for "Claim" from preconditions.
  3. Click "Add Action" and "Resubmit".
  4. Click "Amount Type" and "Calculate Rate".
  5. Confirm new "Submission" generated reflects "Units" and "Amount" based upon "Duration".
Topics
• Finance • Finance Setup
ECS-47406 Summary | Details
Call Center Screen Block During Save
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CallCenterlisting
  • Call Center Search Forms [ADD]
  • New Referral to the Agency [ADD]
  • Program Listing by Agency and Service Event
  • Referral Search
  • Referral to Agency [EDIT]
  • Taskbar > Call Center > Call Center > Call Center
  • Provider Sites by Program Not Explicit (Vacancy)
  • Client > Client Information > Critical Information > Enrollment Information
  • Client > Client Information > Critical Information > Workgroup Assignments
  • Unit Table
  • Critical Information
  • Client Critical Information Form Set
Scenario 1: Validate Saving Referral In Call Center
Specific Setup:

Requires a Call Center Event with "New Referral to the Agency" set as the "Wizard - Additional Form".

Steps
  1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
  2. Click "New Call" button.
  3. Fill in required fields "Phone Number, Client First and Last Name, etc.".
  4. Click "Next" button.
  5. Check "Create New Person" radio button.
  6. Click "Next" button.
  7. Select desired "Referral Event".
  8. Click "Next" button.
  9. Fill in required fields for the referral.
  10. Fill in "Program Referral" SubForm and set "Initial Status" to accepted.
  11. Click "Save & Mark Completed".
  12. Validate the call center event saves without issue.
  13. Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
  14. Validate you can search for desired referral.
Topics
• Call Center • Program Referrals
ECS-47421 Summary | Details
Marking Batches As Unsent on Invoice/Claim Batch Log Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Submission 2.0 [EDIT]
  • Claim Remittance Actions subform
  • Claim Output Ready
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
Scenario 1: The Invoice/Claim Batch Log Form Will Show A Warning When Attempting To Mark Batch Unsent
Specific Setup:

Claims have remittance transactions but no actions have been performed.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Set "Filters" to search on "Batch" from preconditions.
  3. Click "Claims".
  4. Click "Open Batch".
  5. Click "Unmark Sent".
  6. Validate message advising of removal of "Remittance Transactions".
Scenario 2: Apply Receipt To Claims - Claim/Invoice Batch Will Advise Of Remittance Transactions/Actions When Marking Unsent
Specific Setup:

Claims have remittance transactions but no actions have been performed.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check" and set "Filters" to search on "Claims" from preconditions.
  3. Click on "Claim".
  4. Click on "Original Batch".
  5. Click "Open Batch".
  6. Click "Unmark Sent".
  7. Validate message advising of removal of "Remittance Transactions".
  8. Click "OK".
  9. Validate "Remittance Transactions" have been removed.
  10. Re-apply "Remittance Transactions", add "Actions", save.
  11. Click on "Claim".
  12. Click on "Original Batch".
  13. Click "Open Batch".
  14. Click "Unmark Sent".
  15. Validate message advising "Unmark Sent" is not allowed.
Topics
• Finance
ECS-47494 Summary | Details
Enrollment and Overlap Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Reports > Clients > Services & Treatment > Client Service Overlap
  • Report: Client Service Overlap
  • Report: Staff Service Overlap
  • Report: Aggregate Enrollments
Scenario 1: Validate "Client Service Overlap" Report
Specific Setup:
  • Requires access to the Report located at "Reports > Clients > Services & Treatment > Client Service Overlap".
  • Requires data for the report.
Steps
  1. Navigate to "Reports > Clients > Services & Treatment > Client Service Overlap".
  2. Enter a "From Date", "Through Date", and "Report Selection".
  3. Click "Preview" and confirm that a report preview loads with data.
Scenario 2: Validate "Staff Service Overlap" Report
Specific Setup:
  • Requires access to the Report located at "Reports > Clients > Services & Treatment > Staff Service Overlap".
  • Requires data for the report.
Steps
  1. Navigate to "Reports > Clients > Services & Treatment > Staff Service Overlap".
  2. Enter a "From Date", "Through Date", and "Report Selection".
  3. Click "Preview" and confirm that a report preview loads with data.
Scenario 3: Validate "Reports > Clients > Aggregates > Enrollments" Report
Specific Setup:
  • Requires access to the Report located at "Reports > Clients > Aggregates > Enrollments".
  • Requires data for the report.
Steps
  1. Navigate to "Reports > Clients > Aggregates > Enrollments".
  2. Enter a "From Date", "Through Date", and "Report Selection".
  3. Click "Preview" and confirm that a report preview loads with data.
Topics
• Reports
ECS-47731 Summary | Details
Prevent Billed Services From Billing Again
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • ContractsRatesSetup
  • Billing Plan Setup NX [EDIT]
  • Billing Rate Header - Services [ADD]
  • Billing Plan - Rates Setup NX [ADD]
  • Finance Setup Manual Services NX Form Set
  • Billing Rate - Service Based NX [EDIT]
  • Billing Rate Details - Services NX Subform
  • Procedure Codes for Billing
  • Time Charts
  • Units Output Type for Billing
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • FinanceClaims
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Client Service Entry
Scenario 1: Do Not Rebill Setting Is Honored When BPPSL Is Deleted After Billing
Specific Setup:
  • BPPSL (Billing Payment Plan Scheme Link) has previously been used to bill services.
  • Client has active Benefit Assignment for Payer.
  • "Prevent Billed Services From Billing Again" is checked at "Agency Setup > Agency > Agency > Agency Information".
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
  2. Select "Payer" and "Contract".
  3. Edit "Plan/Contract" and set "Filters" to display "Billing Payment Plan Scheme Link".
  4. Create a new "Billing Payment Plan Scheme Link".
  5. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  6. Generate a "Billing Run" for "Client/Service/Date" from preconditions.
  7. Validate no new "Claims" are generated under the deleted "Billing Payment Plan Scheme Link" or the newly created "Billing Payment Plan Scheme Link".
Scenario 2: Do Not Rebill Setting Is Honored When BPPSL Is Deleted After Billing - New Service Entry
Specific Setup:
  • BPPSL (Billing Payment Plan Scheme Link) has previously been used to bill services.
  • Client has active Benefit Assignment for Payer.
  • "Prevent Billed Services From Billing Again" is checked at "Agency Setup > Agency > Agency > Agency Information".
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
  2. Select "Payer" and "Contract".
  3. Edit "Plan/Contract" and set "Filters" to display "Billing Payment Plan Scheme Link".
  4. Click "Actions" and "Delete".
  5. Validate "Billing Payment Plan Scheme Link" displays with a strike-through.
  6. Navigate to "Client > Case Management > Service Management > Service Entry".
  7. Select "Client" from preconditions.
  8. Enter a new "Service Event" which would previously have billed under "Billing Payment Plan Scheme Link", save.
  9. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  10. Generate a "Billing Run" for "Client/Service/Date".
  11. Validate no new "Claims" are generated under the deleted "Billing Payment Plan Scheme Link".
Topics
• Finance
ECS-47737 Summary | Details
Creating Claims For Dispensation Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • FinanceClaims
  • Claim Service Lines NX [VIEW]
  • All Clients With Security for Reports
  • Alert
  • Medication Dispensing
  • Dispense
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Scenario 1: Split Transaction Dispensation
Specific Setup:
  • Inventory is set up for multiple sizes of a medication (example 8mg and 4 mg).
  • Mounted Inventory is present for both medication sizes.
  • Rate set up with Rate Details for both inventory items, each using a distinct "J code" (procedure code).
  • A patient with a medication order dose size that uses two inventory items (example: 12 mg to be dispensed as 8mg/4 mg tablets).
  • Client has received dispensed medication (Clinic Visit and Take Home).
Steps
  1. Navigate to "Client > Client Information > Health Information > Medication Administration".
  2. Select "Client".
  3. Note the "Date/time Administered" for the "Clinic Visit" and "Take Home" events.
  4. Navigate to "Reports > myAm Reports > Dispensing > Dispensing Activity by Client".
  5. Set "Parameters" to "Client/Date" from preconditions, click "Preview".
  6. Validate "Transaction Amount" and "Container Number" reflect "Medication" from preconditions.
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  8. Create a "New Billing Run" for "Client/Date" from preconditions.
  9. Upon completion of "Billing Execution Interval", validate "Claims" created for each "Dispensed Medication" from preconditions.
  10. Click "Toggle Service Lines" to expand "Claim Service Lines".
  11. Validate there is a "J-code Procedure" for each "Service Line" based upon "Rate Details" setup.
Topics
• Finance • Finance Setup
ECS-47755 Summary | Details
Overwrite Time Chart
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Rate Details - Services NX Subform
  • Billing Rate - Service Based NX [EDIT]
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • ContractsRatesSetup
  • Billing Plan Setup NX [EDIT]
  • Finance Setup Manual Services NX Form Set
  • Modifiers to Coincide with Procedure Codes
  • Procedure Codes for Billing
  • Billing Rate Details - Services NX [EDIT]
  • Time Charts
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Form Set
  • Client Service Entry
  • _TESTQA_BILLABLESERVICES [EDIT]
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • FinanceClaims
  • Receiver Information - All
  • Payers by Receiver
  • Plans/Contracts by Payer and Receiver
  • Claim 2.0 [EDIT]
  • Claim Submission Subform 2.0 Subform
Scenario 1: Billing Honors Overwrite Time Chart
Specific Setup:
  • Payer has a Rate set up to bill a service event.
  • Rate Details record 1 contains an Overwrite Time Chart value which differs from the Time Chart on the Rate Settings.
  • Rate Details record 2 does not contain an Overwrite Time Chart.
  • Client enrolled in Program providing service.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select "Client" from preconditions.
  3. Add "Event" which meets the criteria for "Time Chart".
  4. Add another "Event" which meets the criteria to "Overwrite Time Chart".
  5. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  6. Create a "Billing Run" to create "Claims" for "Client/Services/Payer" from preconditions.
  7. Upon completion of "Billing Execution Interval", validate "Claims" are created with "Rate Amount" and "Units", which reflect their respective "Time Chart".
Scenario 2: Resubmit Claim Using Calculate Rate Honors Overwrite Time Chart On Rate
Specific Setup:
  • Rate Details uses "Overwrite Time Chart".
  • Claim using Rate has been submitted to Payer.
  • Payer has a remittance in system.
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  2. Select "Payer" and edit "Rate" from preconditions.
  3. Modify the "Overwrite Time Chart", save.
  4. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  5. Select "Check" and search on "Filters" to display "Claim" from preconditions.
  6. Click "+Add Action" and select "Resubmit".
  7. Click on "Amount Type" and "Calculate Rate".
  8. Validate "Units" and "Amount" reflect the updated "Overwrite Time Chart".
Topics
• Finance Setup • Finance
ECS-47762 Summary | Details
DSR Screen Load Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • dsr_ServiceEntry
  • Treatment Plan 2 Event Link DSR NX Subform
  • Client Service Entry
  • Treatment Plan 2 Event Link DSR NX Non-Driving Subform
  • Message from webpage - You have unsaved actions, all pending actions will be lost. Continue?
  • ServicePlanForm
  • Goals Treatment Plan Depend on Category [ADD]
  • (DSR) Services [ADD]
  • DSR New Action Test [ADD]
  • ServicePlanList
  • SupervisorModule
  • Critical Information
  • NX Event Log Field [EDIT]
  • NX FIELD [EDIT]
  • DSR Required Fields [ADD]
Scenario 1: Validate DSR Service Entry In NX
Specific Setup:
  • Requires a treatment plan that is set up to provide "DSR Services".
  • DSR Services should contain "DSR Treatment Plan Link" SubForm.
  • Requires various clients that have a completed and approved "Treatment Plan w/DSR Services".
Steps
  1. Navigate to "Taskbar > DSR Service Entry > DSR > DSR Service Entry".
  2. Select desired "Program and Facility".
  3. Click "Apply Filters".
  4. Validate all of the clients and service events are listed.
  5. Validate "Save and Cancel" button are disabled.
  6. Check desired event checkbox.
  7. Fill in all required fields.
  8. Check the desired action in the "Treatment Plan Link SubForm" and fill in required fields.
  9. Check a second event and fill in all required fields.
  10. Validate "Save" button is enabled.
  11. Click "Save" button.
  12. Validate the event saves and the "Event Link" is visible to view the saved event.
  13. Click on the "Event Link".
  14. Validate it contains desired information.
  15. Close the event.
  16. Validate the #/# for Days/Weeks/Months text has gone up to account for the event just entered.
  17. Click on "View History".
  18. Validate the history information contains the date event was entered and the action information from the "Treatment Plan Link SubForm".
Scenario 2: Validate DSR Service Entry Does Not Display Discharged Clients
Specific Setup:
  • Requires a client that can be discharged from a program.
  • Client should also have a completed treatment plan with "DSR Services" with this program.
Steps
  1. Navigate to "Taskbar > DSR Service Entry > DSR > DSR Service Entry".
  2. Select desired "Program and Facility".
  3. Click "Apply Filters".
  4. Validate the desired client is listed.
  5. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  6. Select desired client.
  7. Click on "Display Menu of Actions" button on the desired program.
  8. Select "Correct/Close Program Enrollment".
  9. Discharge the client from the program using yesterday's date.
  10. Save.
  11. Navigate to "Taskbar > DSR Service Entry > DSR > DSR Service Entry".
  12. Click "Refresh" button.
  13. Validate the client is no longer listed.
  14. Set the date to yesterday's date.
  15. Click on "Apply Filters".
  16. Validate the client is listed.
Topics
• Client • Setup • DSR • Treatment Plans • Forms
ECS-47839 Summary | Details
“Workflow Scheduler” Can Create Tasks Based On the “Program Enrollment Modifier” Event Trigger
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Workflow Rules Manager
  • Rule Designer [ADD]
  • Qualifiers Subform
  • Workflow Qualifiers
  • Workflow Triggers [ADD]
  • Triggering Events
  • Trigger Dates
  • Workflow Tasks [ADD]
  • Tasks to be Scheduled
  • Staff - All (by Staff ID)
  • Workflow Programs Responsible B2 Subform
  • Program listing by Agency
  • Critical Information
  • Program Enrollment Modifier [ADD]
  • Program Enrollment Modifier Look Up Table
  • Client Service Entry
  • Schedules [ADD]
  • Type of Initial Scheduling
  • Date Intervals
Scenario 1: "Workflow Scheduler" Triggers Based on "Program Modifier"
Specific Setup:
  • Access to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
  • Use "Client" workflow "Rule Type".
  • A client exists enrolled in a program that has a "Program Modifier" available.
  • The "Workflow Rule" contains an "Initial" trigger of "Program Modifier" and is linked to the program associated with the qualifier.
  • A "Task" event is available to be scheduled by the program containing the "Program Modifier".
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select the client from the setup.
  3. Click on the program "Actions" button.
  4. Add a new "Program Modifier".
  5. Navigate to "Client > Case Management > Service Management > Service Entry".
  6. Validate the "Workflow Scheduler" created the event task according to the schedule configured in the "Workflow Rule".
Topics
• Workflows
ECS-48250 Summary | Details
Claims Held For No Diagnosis
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information Generic [EDIT]
  • Procedure Codes [EDIT]
  • Billing Batches Management
  • FinanceClaims
  • Claim 2.0 [EDIT]
Scenario 1: Claims Will Honor Diagnosis When Present On Service
Specific Setup:
  • Client has active primary, secondary, tertiary diagnoses.
  • Billing Procedure Code requires Diagnosis.
  • Claim Receiver set to "Hold Claims if No Diagnosis".
  • Billable services with "Diagnosis Treated" on service entry:
  • Service 1 has no diagnosis treated.
  • Service 2 has primary diagnosis treated.
  • Service 3 has secondary diagnosis treated.
  • Service 4 has tertiary diagnosis treated.
  • Service 5 was provided prior to start date of any diagnoses.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and "Start New Billing Run".
  3. Set "Submitter" and populate required fields to bill services from preconditions.
  4. Upon completion of "Billing Execution Interval", open "Batch".
  5. Validate "Claims" for "Services 1-4" are not held for missing diagnosis.
  6. Validate "Claim" for "Service 5" is held for missing diagnosis.
Topics
• Finance • Finance Setup
ECS-48350 Summary | Details
Staff Calendar Email
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • EvolvCS Client [EDIT]
Scenario 1: Validate Staff Emails with "Enable Staff Calendar Appointments" Setting
Specific Setup:
  • Requires access to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  • Requires access to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  • Requires the ability to schedule appointments and modify system settings.
  • Requires a staff member configured with an accessible email address.
Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Ensure that the "Enable Staff Calendar Appointments" setting is disabled and save.
  3. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  4. Open the calendar and schedule an appointment for a staff member configured with an accessible email address. Don't use the currently logged in staff. (Staff emails can be configured at "Agency > Staff & Security > Staff Information > Staff Profiles with Security".)
  5. Save the appointment and confirm that an email is not sent for it.
  6. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  7. Ensure that the "Enable Staff Calendar Appointments" setting is enabled and save.
  8. Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  9. Open the calendar and schedule an appointment for the same staff member and save.
  10. Confirm that an email is received for the second scheduled appointment.
Topics
• Taskbar • Calendar • Staff
ECS-48412 Summary | Details
Writing Off Claim Balance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance Header
  • Finance File Import
  • Report: Claim Remittance Report
  • Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Finance > Remittance Processing > myAR > Outstanding Balance
  • Claim Information
  • Apply Receipt to Claims
  • Claim 2.0 [EDIT]
Scenario 1: 835 Import - Default Remittance Actions - Write Off Bad Debt
Specific Setup:
  • Plan/Contract is set up for Default Remittance Action to Write off claim balance.
  • 835 remittance with claim.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Upload "Remittance" from preconditions.
  3. Click "Actions" and "Remittance Report".
  4. Validate "Action" displays as "Writeoff".
  5. Click "Claim".
  6. Click "Accounting Info".
  7. Validate system has written the GL Transactions" for the "Writeoff".
Scenario 2: GL Transactions Are Written When Writing Off A Claim Balance
Specific Setup:

Claim balance needs to be written off.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select a "Check" and set "Filters" to search on "Claim" from preconditions.
  3. Deny the claim and click "Add Action".
  4. Select "Write Off".
  5. Select an "Account" and click "Save".
  6. Click on "Claim".
  7. Validate the "Accounting Information" contains "Write Off Account" selected.
Topics
• Finance
ECS-48490 Summary | Details
Claim Resubmission Of Remaining Balance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Claim Remittance Advice Remarks Codes
  • Claim Action Reasons
  • Claim Service Lines NX Subform
  • Claims Submission For Remittance NX [EDIT]
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • 837 File
  • Claim 2.0 [EDIT]
  • Claim Adjustment Reasons
Scenario 1: Resubmit Partially Paid, Single Service Line Claim To Same Payer Using Remaining Balance Preserves Procedure Code, Diagnosis Treated, And Modifiers
Specific Setup:
  • Single service line claim with Modifier(s) and DiagnosisTreated has been partially paid and needs to be resubmitted to the same Payer.
  • Remittance in system.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check".
  3. Set "Filters" to search on "Claim" from preconditions.
  4. Click "+Add Action".
  5. Select "Resubmit".
  6. Click "Save".
  7. Click new "Submission".
  8. Validate "Service Lines" record contains the "Procedure Code", "Diagnosis Treated" and "Modifier(s)".
Scenario 2: Resubmit A Partially Paid Multi-Service Line Claim To Same Payer Using Remaining Balance Preserves Procedure Code, Diagnosis Treated, And Modifiers
Specific Setup:
  • Multi- service or single service line claim with Modifier(s) and diagnosis treated is ready to be resubmitted to the same or other Payer.
  • Remittance in system.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check".
  3. Set "Filters" to search on "Claim" from preconditions.
  4. Add "+ Action" and select "Resubmit" or "Resubmit to Other".
  5. Click "Save" (do NOT use "Calculate Rate").
  6. Upon completion of "Billing Execution Interval", click on "Claim".
  7. Click "Submissions".
  8. Open new "Submission".
  9. Validate the new "Service Line(s)" contain the "Diagnosis Treated", "Procedure Code" and "Modifier(s)".
Topics
• Finance • Finance Setup
ECS-48497 Summary | Details
Remittance Alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceManagementAR
  • FinanceRemittanceManagementExpress
  • Cash Receipts for Remittance
  • Claim Adjustment Reasons
Scenario 1: Alert/Message Validation For Transaction Month
Specific Setup:

Claims are ready for remittance action (resubmission, write off, credit, void).

Steps
  1. Navigate to "Finance > Remittance Processing > myAR > Outstanding Balance".
  2. Do not select a "Transaction Month".
  3. Set "Filters" to search on "Claim" from preconditions.
  4. Click "+Add Action".
  5. Select "Action" (depends upon claim status).
  6. Add "Amount".
  7. Click "Save".
  8. Validate popup alert "Please select a month to post transactions to.".
  9. Click "OK".
  10. Select a "Transaction Month".
  11. Click "Save".
  12. Confirm action performed/saved successfully.
Scenario 2: Remittance - Validate User Popup Alerts For Incorrect Process
Specific Setup:
  • System has existing claims, Claim 1 has existing remittance (Denial/Partial Payment), Claim 2 has no remittance.
  • System has existing check(s).
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check".
  3. Set "Filters" to search on "Claim 1" from preconditions (use an already remitted claim).
  4. Click "+Add Adj".
  5. Select "Adjustment Group", "Reason", and set "Amount".
  6. Click "Save".
  7. Validate alert "You must provide a transaction for all adjustments.".
  8. Click "OK" and clear out "Adjustment".
  9. Set "Filters" to search on "Claim 2" from preconditions.
  10. Add a "Transaction" (partial payment or denial), click "+Add Adj.".
  11. Select "Adjustment Group" and set "Amount".
  12. Click "Save".
  13. Validate alert "You must provide a reason code for all adjustments.".
  14. Click "OK" and clear out "Adjustment" and "Transaction".
Topics
• Finance
ECS-48623 Summary | Details
Front Desk NX Appointments Limit People by Agency
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
  • Front Desk Calendar NX
  • Calendar Appointment
  • Front Desk Calendar
  • Front Desk Calendar Appointment [ADD]
  • FrontDeskCheckIn
  • FrontDeskCalendar
Scenario 1: Front Desk NX Calendar - Search for Existing Client on New Client Appointment
Specific Setup:

Test system must contain clients that have "Middle Name", "AKA/Alias", "Medicaid #", "TABS ID", "Education ID" populated.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click "View Calendar" button.
  3. Click "New Appointment" button.
  4. Click "Person" search button.
  5. Set "Last Name" to desired test client last name; use a name that will return multiple results.
  6. Press "Enter" key.
  7. Validate that expected test client(s) are returned in the result set.
  8. Set "First Name" to desired client first name.
  9. Click "Search" button.
  10. Validate that the result set is limited to only client that matches both first and last name entered.
  11. Click "Reset" button.
  12. Set "Middle Name" to desired test client.
  13. Click "Search" button.
  14. Validate that the result set is limited to only client(s) that match the search term entered.
  15. Click "Reset" button.
  16. Set "AKA/Alias" to desired test client.
  17. Click "Search" button.
  18. Validate that the result set is limited to only client(s) that match the search term entered.
  19. Click "Reset" button.
  20. Set "DOB" to match desired test client.
  21. Click "Search" button.
  22. Validate that the result set is limited to only client(s) that match the search term entered.
  23. Click "Reset" button.
  24. Set "Intake Date" to match desired client.
  25. Click "Search" button.
  26. Validate that the result set is limited to only client(s) that match the search term entered.
  27. Click "Reset" button.
  28. Set "Date of Discharge" to match desired client.
  29. Click "Search" button.
  30. Validate that the result set is limited to only client(s) that match the search term entered.
  31. Click "Reset" button.
  32. Set "Medicaid #" to match desired client.
  33. Click "Search" button.
  34. Validate that the result set is limited to only client(s) that match the search term entered.
  35. Click "Reset" button.
  36. Set "TABS ID" to match desired client.
  37. Click "Search" button.
  38. Validate that the result set is limited to only client(s) that match the search term entered.
  39. Click "Reset" button.
  40. Set "Education ID" to match desired client.
  41. Click "Search" button.
  42. Validate that the result set is limited to only client(s) that match the search term entered.
  43. Click "Reset" button.
  44. Set "Phone (Always use %, no spaces/dashes) to match desired client. Note that you must start your search string with "%" but you can enter Day, Evening or Mobile phone to receive a match.
  45. Click "Search" button.
  46. Validate that the result set is limited to only client(s) that match the search term entered.
  47. Click "Reset" button.
  48. Set "Client ID #" to match desired test client.
  49. Click "Search" button.
  50. Validate that the result set is limited to only client that matches the search term entered.
  51. Click "Clear" button.
  52. Click "Person" search button.
  53. Set "First Name" to desired client first name.
  54. Click "Search" button.
  55. Validate client record is present to select.
  56. Log out.
  57. Log in to another agency.
  58. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  59. Click "View Calendar" button.
  60. Click "New Appointment" button.
  61. Click "Person" search button.
  62. Set "First Name" to desired client first name.
  63. Click "Search" button.
  64. Validate the client record is not present. Client records should be limited by the current agency.
  65. Close "Calendar Appointment" form.
  66. Close "Front Desk Calendar".
Topics
• Front Desk
ECS-48672 Summary | Details
Bulk Actions in Service/Case Notes & Planning Approval
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SupervisorModule
  • Staff Subordinates
  • Client Service Entry
  • Notes [EDIT]
Scenario 1: Service/Case Notes & Planning Approval - Testing Bulk Actions Approve All/Unapprove All
Specific Setup:
  • Requires a supervisor with multiple subordinates and services pending approval.
  • At least one of those services should contain a B2E event.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Click "Bulk Actions" and select "Approve All".
  3. Validate all services pending action contains "Approve".
  4. Click "Save" button.
  5. Validate the screen refreshes and the events are no longer listed.
  6. Click "View Filters" link.
  7. Set "Include Services Approved Within Days" to 1.
  8. Click "Apply Filters".
  9. Validate the events are listed again.
  10. Click "Bulk Actions" and select "Unapprove All".
  11. Validate all services pending action contains "Unapprove".
  12. Click "Save" button.
  13. Validate all services are still listed.
  14. Click on "Actions" button on the desired staff row.
  15. Select "Approve All".
  16. Validate pending action column for the desired staff contains "Approve".
  17. Click "Save" button.
  18. Validate the staff and services are no longer listed.
Scenario 2: Services/Case Notes & Planning Approval - Testing Bulk Unsubmit All/Unsubmit w/Notes for single staff
Specific Setup:
  • Requires a supervisor with subordinates and services pending approval.
  • At least one of the services should contain a "B2E Event".
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Click on "Actions" button on the desired staff row.
  3. Select "Unsubmit All".
  4. Validate pending action column for the desired staff contains "Unsubmit".
  5. Click "Save" button.
  6. Validate the staff and services are no longer listed.
Topics
• Supervisor
ECS-49527 Summary | Details
Print Bundles: Run Now vs. Async
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Reports > At a Glance > Printing Bundle Template
  • Taskbar > My Homeview > Homeview Launcher > Homeview - My Print Bundles
  • Critical Information
  • Client Service Entry
  • PrintingBundleTemplate
Scenario 1: Validate Print Bundle Displays Event With The Same Program Service Was Provided In
Specific Setup:
  • Requires a client that has been discharged from a program.
  • Client should also have at least one service provided under the discharged program.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select desired client.
  3. Enroll the client in the same program they were previously discharged from.
  4. Navigate to "Client > Case Management > Service Management > Service Entry".
  5. Enter the same service that was provided under the discharged program.
  6. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  7. Select desired template or filters to include only the new enrollment and service.
  8. Validate the program enrollment and service are only listed once.
  9. Select the service and click on the "Submit" button.
  10. Click "Run Now" button.
  11. Validate the preview contains the desired service.
Scenario 2: Validate Print Bundle Run Now/Async Simultaneously
Specific Setup:
  • Scenario works with two different staff and using two different pcs.
  • Scenario uses "Print Bundle Template".
Steps
  1. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  2. Select desired client.
  3. Click on "Template" button and select desired template.
  4. Check off desired events.
  5. Click "Submit" button.
  6. Set desired description.
  7. Click "Submit Async".
  8. As the second staff, log into Evolv on a different pc.
  9. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  10. Select desired client (should be different than step 2).
  11. Click on "Template" button and select desired template.
  12. Check off desired events.
  13. Click "Submit" button.
  14. Set desired description.
  15. Click "Run Now".
  16. Wait for report image to appear.
  17. Validate the report contains desired client.
  18. Switch back to first pc.
  19. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview ".
  20. In the "My Print Bundle" widget click on "Actions".
  21. Select "View PDF".
  22. Validate the report contains the desired client.
Topics
• Client • Reports • Service Entry
ECS-49660 Summary | Details
Print Bundles: Run Now vs. Async
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Reports > At a Glance > Printing Bundle Template
  • Taskbar > My Homeview > Homeview Launcher > Homeview - My Print Bundles
  • Critical Information
  • Client Service Entry
  • PrintingBundleTemplate
Scenario 1: Validate Print Bundle Displays Event With The Same Program Service Was Provided In
Specific Setup:
  • Requires a client that has been discharged from a program.
  • Client should also have at least one service provided under the discharged program.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select desired client.
  3. Enroll the client in the same program they were previously discharged from.
  4. Navigate to "Client > Case Management > Service Management > Service Entry".
  5. Enter the same service that was provided under the discharged program.
  6. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  7. Select desired template or filters to include only the new enrollment and service.
  8. Validate the program enrollment and service are only listed once.
  9. Select the service and click on the "Submit" button.
  10. Click "Run Now" button.
  11. Validate the preview contains the desired service.
Scenario 2: Validate Print Bundle Run Now/Async Simultaneously
Specific Setup:
  • Scenario works with two different staff and using two different pcs.
  • Scenario uses "Print Bundle Template".
Steps
  1. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  2. Select desired client.
  3. Click on "Template" button and select desired template.
  4. Check off desired events.
  5. Click "Submit" button.
  6. Set desired description.
  7. Click "Submit Async".
  8. As the second staff, log into Evolv on a different pc.
  9. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  10. Select desired client (should be different than step 2).
  11. Click on "Template" button and select desired template.
  12. Check off desired events.
  13. Click "Submit" button.
  14. Set desired description.
  15. Click "Run Now".
  16. Wait for report image to appear.
  17. Validate the report contains desired client.
  18. Switch back to first pc.
  19. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview ".
  20. In the "My Print Bundle" widget click on "Actions".
  21. Select "View PDF".
  22. Validate the report contains the desired client.
Topics
• Client • Reports • Service Entry
ECS-49985 Summary | Details
Allow 100 Character Pharmacy Names
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Complete Form [ADD]
  • Drug Library Table
  • Medication Order [ADD]
  • Dispensation Programs by Client
  • Staff Service Providers - Program/Site/Workgroup
  • Inventory Drug by Program
  • Medication Dispensing Schedule Type
  • Micromedex Medication Complete Form [ADD]
  • Truven Medication Lookup, Powered by Truven
  • OrderConnect Medication Form [ADD]
  • Manual Medication Order [ADD]
  • Manual Dose Schedule Subform
  • Type of Dose For Dispensing
  • Flexible Medication Order [ADD]
  • Medication Order Exception [Add]
  • NX FIELD [EDIT]
  • Medication Administration
  • Medication All Clients Secure
  • Medication Simple Form Fast Track [ADD]
  • All Clients (secured)
  • Method Drug/Substances taken
  • Drug Dosage Availability
  • Drug Frequency
  • Medication History Time of Day Band Range Link Subform
  • Medication TOD Band Range Link
  • Drug Dose Form
  • Client > Case Management > Health Information > Medications
  • Current Medication Profile
  • Rx Libraries
  • Custom Orders
  • Order Confirmation
  • Pharmacy Search
  • OrderConnect Medication Form [EDIT]
Scenario 1: Forms Using Pharmacy Name Allow Up to 100 Characters
Specific Setup:

Client enrolled into an active Program.

Steps
  1. Navigate to "Client > Case Management > Health Information > Medications".
  2. Search and select a client.
  3. Click Add New > Add Event > Medications.
  4. Complete Medication Details information.
  5. Add a "Pharmacy Name" under "Prescription Information" that is greater than 100 characters.
  6. Validate that the "Pharmacy Name" is truncated to 100 characters.
  7. Click Save.
  8. Validate the "Pharmacy Name" displays.
Scenario 2: Launch OrderConnect to Add Medication
Specific Setup:
  • OrderConnect-enabled myEvolv environment.
  • Client enrolled into an active Program.
  • Client has active Diagnosis.
Steps
  1. Navigate to "Client > Case Management > Health Information > Medications".
  2. Search and select a Client name.
  3. Click "Actions" button and select "OC-Prescription".
  4. Add a "Medication" and select a "Diagnosis".
  5. Search for a "Pharmacy name" greater than 50 characters.
  6. Click "Accept" and "OK" to return to the medication screen.
  7. Validate the medication now displays with "Pharmacy name" listed.
Topics
• Forms • OrderConnect

 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Page type
    Reference
  2. Tags
    1. llm-no-index
    2. notes:acceptance
    3. release:revision
    4. role:sysadmin
    5. search:ready