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
- Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
- Set "Location" to the desired test facility.
- Set "Date" to the desired test date.
- Click "Apply Filters
- Click "Check In" button for desired scheduled event.
- Navigate to "Client > Client Information > Critical Information > Enrollment Information".
- Click the "Search for Clients" button.
- Search for desired client.
- Validate an enrollment exists for the client.
- Navigate to "Client > Case Management > Plan Development > Planning".
- Validate the "Treatment Plan Listing" is visible.
- Validate the desired program row is visible.
- Validate "Start New Plan" link is visible.
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Topics
• Client
• Front Desk
• Program Referrals
• Treatment Plans
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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
- Navigate to "Client > Client Information > Critical Information > Enrollment Information".
- Select desired client.
- Enroll the client in the same program they were previously discharged from.
- Navigate to "Client > Case Management > Service Management > Service Entry".
- Enter the same service that was provided under the discharged program.
- Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
- Select desired template or filters to include only the new enrollment and service.
- Validate the program enrollment and service are only listed once.
- Select the service and click on the "Submit" button.
- Click "Run Now" button.
- 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
- Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
- Select desired client.
- Click on "Template" button and select desired template.
- Check off desired events.
- Click "Submit" button.
- Set desired description.
- Click "Submit Async".
- As the second staff, log into Evolv on a different pc.
- Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
- Select desired client (should be different than step 2).
- Click on "Template" button and select desired template.
- Check off desired events.
- Click "Submit" button.
- Set desired description.
- Click "Run Now".
- Wait for report image to appear.
- Validate the report contains desired client.
- Switch back to first pc.
- Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview ".
- In the "My Print Bundle" widget click on "Actions".
- Select "View PDF".
- Validate the report contains the desired client.
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Topics
• Client
• Reports
• Service Entry
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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
- Run extract billing; confirm claim exists.
- Run billing for non-extract payers; confirm claim generates.
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Topics
• Finance
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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
- Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
- Set "Location" to the desired test facility.
- Set "Date" to the desired test date.
- Click "Apply Filters
- Click "Check In" button for desired scheduled event.
- Navigate to "Client > Client Information > Critical Information > Enrollment Information".
- Click the "Search for Clients" button.
- Search for desired client.
- Validate an enrollment exists for the client.
- Navigate to "Client > Case Management > Plan Development > Planning".
- Validate the "Treatment Plan Listing" is visible.
- Validate the desired program row is visible.
- Validate "Start New Plan" link is visible.
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Topics
• Client
• Front Desk
• Program Referrals
• Treatment Plans
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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
- Navigate to "Client > Client Information > Critical Information > Enrollment Information".
- Select desired client.
- Enroll the client in the same program they were previously discharged from.
- Navigate to "Client > Case Management > Service Management > Service Entry".
- Enter the same service that was provided under the discharged program.
- Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
- Select desired template or filters to include only the new enrollment and service.
- Validate the program enrollment and service are only listed once.
- Select the service and click on the "Submit" button.
- Click "Run Now" button.
- 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
- Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
- Select desired client.
- Click on "Template" button and select desired template.
- Check off desired events.
- Click "Submit" button.
- Set desired description.
- Click "Submit Async".
- As the second staff, log into Evolv on a different pc.
- Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
- Select desired client (should be different than step 2).
- Click on "Template" button and select desired template.
- Check off desired events.
- Click "Submit" button.
- Set desired description.
- Click "Run Now".
- Wait for report image to appear.
- Validate the report contains desired client.
- Switch back to first pc.
- Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview ".
- In the "My Print Bundle" widget click on "Actions".
- Select "View PDF".
- Validate the report contains the desired client.
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Topics
• Client
• Reports
• Service Entry
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