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myEvolv NX 10.1.0475.03 Acceptance Tests


ECS-49168 Summary | Details
Clients Intake Via Automatic Process - Treatment Planning Area
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Critical Information > Enrollment Information
  • Client Service Entry
  • Select Client
  • Service and Attendance Facilities Listing
  • ServicePlanList
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
Scenario 1: Validate Treatment Plan Listing Is Available After Intake Via Front Desk Check-In
Specific Setup:
  • A scheduled event for a person that is not yet a client.
  • Event should be scheduled for a program that requires enrollment to receive services.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set "Location" to the desired test facility.
  3. Set "Date" to the desired test date.
  4. Click "Apply Filters
  5. Click "Check In" button for desired scheduled event.
  6. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  7. Click the "Search for Clients" button.
  8. Search for desired client.
  9. Validate an enrollment exists for the client.
  10. Navigate to "Client > Case Management > Plan Development > Planning".
  11. Validate the "Treatment Plan Listing" is visible.
  12. Validate the desired program row is visible.
  13. Validate "Start New Plan" link is visible.

Topics
• Client • Front Desk • Program Referrals • Treatment Plans
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 Search
  • Client Service Entry
  • Critical Information
  • PrintingBundleTemplate
  • Printing Bundle Templates Active
  • Web Browser
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-49533 Summary | Details
Billing Extract vs. Non-Extract Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • myEvolv Navigation Header
Scenario 1: Billing Claims With Extract and Non-Extract Benefit Assignments
Specific Setup:
  • Client in test system must have a extract and non-extract Benefit Assignment.
  • Service must exist for test client billable to their non-extract Benefit Assignment.
Steps
  1. Run extract billing; confirm claim exists.
  2. Run billing for non-extract payers; confirm claim generates.

Topics
• Finance
ECS-49551 Summary | Details
Clients Intake Via Automatic Process - Treatment Planning Area
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Critical Information > Enrollment Information
  • Client Service Entry
  • Select Client
  • Service and Attendance Facilities Listing
  • ServicePlanList
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
Scenario 1: Validate Treatment Plan Listing Is Available After Intake Via Front Desk Check-In
Specific Setup:
  • A scheduled event for a person that is not yet a client.
  • Event should be scheduled for a program that requires enrollment to receive services.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set "Location" to the desired test facility.
  3. Set "Date" to the desired test date.
  4. Click "Apply Filters
  5. Click "Check In" button for desired scheduled event.
  6. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  7. Click the "Search for Clients" button.
  8. Search for desired client.
  9. Validate an enrollment exists for the client.
  10. Navigate to "Client > Case Management > Plan Development > Planning".
  11. Validate the "Treatment Plan Listing" is visible.
  12. Validate the desired program row is visible.
  13. Validate "Start New Plan" link is visible.

Topics
• Client • Front Desk • Program Referrals • Treatment Plans
ECS-49661 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 Search
  • Client Service Entry
  • Critical Information
  • PrintingBundleTemplate
  • Printing Bundle Templates Active
  • Web Browser
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
Internal Test Only
Topics
n/a

 

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