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myEvolv NX 10.1.0475.05 Acceptance Tests

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ECS-46117 Summary | Details
Record Lock Time Limit
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 > Health Information > Medications
  • Current Medication Profile
  • Rx Libraries
  • Custom Orders
  • Order Confirmation
  • Taskbar > System Maintenance > Application Maintenance > SDK Inbound Error Log
Scenario 1: OrderConnect - Row Lock Time Limit
Steps

Internal testing only.
Topics
• OrderConnect
ECS-47271 Summary | Details
270 Allows for Different Overwrite Configurations
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]
  • Overwrite 270 Payer ID Qualifier
  • 270 File
  • 270 Output Ready
  • EligibilityManager
  • Receiver Information - All
  • Clients for 270 Subform
  • All people with Benefit Assignments
Scenario 1: Eligibility Requests Honor Submission Overwrites When Multiple Plans Use Same Claim Receiver
Specific Setup:
  • Multiple Plans on the same Payer use the same Claim Receiver.
  • Plan 1 uses "Submission Overwrites" field "Overwrite 270 Payer ID Qualifier".
  • Plan 2 does not have "Overwrite 270 Payer ID Qualifier" populated.
Steps
  1. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  2. Click "New Request".
  3. Select "Receiver" from preconditions.
  4. Set "Description" and click "Save".
  5. Click "Actions" and "Generate Output File".
  6. Click "Download File".
  7. Validate "NM1*PR" segment for "Client" with "Plan 1" displays the "Overwrite 270 Payer ID Qualifier".
  8. Validate "NM1*PR" segment for "Client" with "Plan 2" does not use the "Overwrite 270 Payer ID Qualifier".
Scenario 2: Eligibility Requests Honor Submission Overwrites When Multiple Plans On Different Payers Use Same Claim Receiver
Specific Setup:
  • Different Plans on different Payers use the same Claim Receiver.
  • Plan 1 uses "Submission Overwrites" field "Overwrite 270 Payer ID Qualifier".
  • Plan 2 does not have "Overwrite 270 Payer ID Qualifier" populated.
Steps
  1. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  2. Click "New Request".
  3. Select "Receiver" from preconditions.
  4. Set "Description" and click "Save".
  5. Click "Actions" and "Generate Output File".
  6. Click "Download File".
  7. Validate "NM1*PR" segment for "Client" with "Plan 1" displays the "Overwrite 270 Payer ID Qualifier".
  8. Validate "NM1*PR" segment for "Client" with "Plan 2" does not use the "Overwrite 270 Payer ID Qualifier".
Topics
• Finance Setup • Finance
ECS-47385 Summary | Details
Void Action On Claims Write GL Transactions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceClaims
  • Claims Submission For Remittance NX [EDIT]
  • Apply Receipt to Claims
  • Claim Action Reasons
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim 2.0 [EDIT]
  • Cash Receipts for Remittance
Scenario 1: Voiding A Previously Denied, Resubmitted And Paid Claim Writes GL Records
Specific Setup:
  • Claim was denied and resubmitted to the same Payer.
  • System has a Check from Payer.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check" associated with "Payer" from preconditions.
  3. Set "Filters" to search on "Claim" from preconditions.
  4. Mark "Claim" as "Paid", save.
  5. Click "Add Action" and select "Void", save.
  6. Upon completion of "Billing Execution Interval", open "Submission" and mark "Batch" as sent.
  7. Click on "Claim". Click on "Accounting Info".
  8. Validate "GL Transactions" have been written for the "Void Submission".
Scenario 2: Voiding A Previously Denied, Resubmitted And Partially Paid Claim Writes GL Records
Specific Setup:
  • Claim was denied and resubmitted to the same Payer.
  • System has a Check from Payer.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check" associated with "Payer" from preconditions.
  3. Set "Filters" to search on "Claim" from preconditions.
  4. Mark "Claim" as "Partially Paid", save.
  5. Click "Add Action" and select "Void", save.
  6. Upon completion of "Billing Execution Interval", open "Submission" and mark "Batch" as sent.
  7. Click on "Claim". Click on "Accounting Info".
  8. Validate "GL Transactions" have been written for the "Void Submission" which reflect the "Partial Payment".
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]
  • Provider Sites by Program Not Explicit (Vacancy)
  • Client Search
  • Critical Information
  • Client Critical Information Form Set
  • Client Service Entry
  • ServicePlanList
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-47457 Summary | Details
270 Eligibility
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 270-271 Setup [EDIT]
  • EligibilityManager
  • 270 Output Ready
  • 7ZipDownload
  • 270 File
  • Notepad++
  • Finance Header
  • Finance > Imports/Exports > Exports > Eligibility Requests (270)
  • Eligibility Request
Scenario 1: 270 Eligibility Request Honors Setting "Break File on Max Client"
Specific Setup:
  • Claim Receiver is flagged to "Break File on Max Clients".
  • Claim Receiver is associated with a Program that has more than 99 Clients enrolled.
Steps
  1. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  2. Click "New Request".
  3. Set required fields, and select "Program" from preconditions.
  4. Click "Save".
  5. Click "Actions" and "Generate Output File".
  6. Click "Download File" and save file to an editor such as "Notepad++"
  7. Select second file created.
  8. Break file by "EQ*30~" for easier reading.
  9. Validate "270 File" for the records after "Max" cutoff starts with "HL*1".
  10. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
  11. Select the "Claim Receiver".
  12. Uncheck "Break File on Max Clients", click "Save".
  13. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  14. Click "Recreate Batch" and "Generate Output".
  15. Validate "270 File" does not break by "Max".
Scenario 2: Eligibility Requests (270) - Create 270 File
Steps
  1. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  2. Click "New Request".
  3. Set "Receiver" and "Description" values.
  4. Set any additional parameters.
  5. Click "Save".
  6. Click "Actions ▼".
  7. Click "Generate Output File".
  8. Validate the segment containing the "DTP*" segment contains date in "CCYYMMDD" format.
Scenario 3: 270 Eligibility Request Honors Setting "Break File on Max Client"
Specific Setup:
  • Claim Receiver is flagged to "Break File on Max Clients".
  • Claim Receiver is associated with a Program that has more than 99 Clients enrolled.
Steps
  1. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  2. Click "New Request".
  3. Set required fields, and select "Program" from preconditions.
  4. Click "Save".
  5. Click "Actions" and "Generate Output File".
  6. Click "Download File" and save file to an editor such as "Notepad++"
  7. Select second file created.
  8. Break file by "EQ*30~" for easier reading.
  9. Validate "270 File" for the records after "Max" cutoff starts with "HL*1".
  10. Validate "SE*" displays count of records in that file (not a sum of all records).
  11. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
  12. Select the "Claim Receiver".
  13. Uncheck "Break File on Max Clients", click "Save".
  14. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  15. Click "Recreate Batch" and "Generate Output".
  16. Validate "270 File" does not break by "Max".
Scenario 4: Eligibility Requests (270) - Create 270 File
Steps
  1. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  2. Click "New Request".
  3. Set "Receiver" and "Description" values.
  4. Set any additional parameters.
  5. Click "Save".
  6. Click "Actions ▼".
  7. Click "Generate Output File".
  8. Validate the segment containing the "DTP*" segment contains date in "CCYYMMDD" format.
Topics
• Finance • Finance Setup
ECS-47549 Summary | Details
Facility Enrollments Link to Program Enrollments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Critical Information
Scenario 1: Program Enrollment - Validate Facility Enrollment
Specific Setup:
  • Requires access to "Client > Client Information > Critical Information > Enrollment Information".
  • Requires an existing client and a new program to enroll them into.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select an existing client.
  3. Click the "..." button next to the Agency name towards the top of the enrollment listings.
  4. Select the "New Program Enrollment" option.
  5. In the "Program Enrollment From Service Track [ADD]" form that opens, fill in the required information such as the Program, Date/Time, Placement Type, Service Facility, Unit, Primary Worker and Primary Worker Role.
  6. After completing the form, click the "Save" button.
  7. After saving, the screen will return to the Enrollment listing.
  8. Confirm the new Program appears in the listing with the entered Facility displayed beneath it.
Topics
• Client
ECS-47632 Summary | Details
"Do Not Divide Units" Checkbox For Placement Based Billing
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]
  • Placement NX Form Set
  • Billing Rate - Placement Based NX [EDIT]
  • Periods
  • Rate application rule
  • Billing Batches Management
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim Output Ready
  • 837 File
Scenario 1: Placement Billing With A Mid-Month Discharge Using "Do Not Divide Units" Checked/Unchecked
Specific Setup:
  • Rate Rules set to consolidate for a calendar month.
  • Rate Rules checked to "Create One Unit per Period".
  • Claims for the monthly placement have been created.
  • Client 1 has program discharge mid-month.
  • Client 2 has program enrollment mid-month.
  • Client 3 has a facility transfer mid-month.
  • Client 4 has a placement disruption mid month (present for beginning and end of month).
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  2. Select "Payer" and "Placement Based".
  3. Expand "Rate" and click "Actions" and "Edit This History Record".
  4. Check "Do Not Divide Units (NX ONLY)", click "Save".
  5. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  6. Reprocess "Claims" from preconditions (Client 1).
  7. Click on "Claims".
  8. Validate "Units" for each "Claim" display as the number of "Days" present.
  9. Validate "Balance" displays the amount based upon prorated days present.
  10. Click "Open Batch" and "Create Output".
  11. Validate "837 File" contains correct "Units".
  12. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  13. Uncheck "Do Not Divide Units (NX ONLY)", click "Save".
  14. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  15. Reprocess "Claims" from preconditions.
  16. Click on "Claims".
  17. Validate "Units" for each "Claim" display as the number of "Days" present.
  18. Validate "Balance" displays the amount based upon prorated days present.
  19. Click "Open Batch" and "Create Output".
  20. Validate "837 File" contains correct "Units" as decimal percentage of the month.
  21. Repeat test (for Clients 2,3,4).
Topics
• Finance • Finance Setup
ECS-47685 Summary | Details
End Date Calculates with Travel Time
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
Scenario 1: Validate End Date Calculates With Travel Time
Specific Setup:
  • Requires an event with the system provided "Travel_Time" event log field.
  • Event should be a single day event.
  • End date should be set to modifiable.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click on "Add Event" button under desired program.
  4. Select desired event.
  5. Fill in "Actual Date/Time".
  6. Fill in "End Date/Time".
  7. Set "Travel Time" and leave duration field blank.
  8. Save.
  9. Validate the duration field contains total duration from your start and end time plus the travel time.
  10. Re-open the event
  11. Validate the "Duration" field contains the total duration from your start and end time.
  12. Validate "End Date/Time" contains your original end date/time set in step 6.
Topics
• Client • Service Entry
ECS-47698 Summary | Details
Logos and Report Header Repeat Across Pages
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Reports > Clients > Services & Treatment > DSR Report
  • Report: DSR Report
  • Reports > Clients > General > Client Roster
  • Report: Client Roster Report
  • Scheduled Reports [ADD]
  • Save Reports
  • VIEW - Report
  • Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing
  • Report: Client Services Report
  • Client Search
  • Client Service Entry
  • General Service Note (auto date) [ADD]
  • Activity Types for client services
  • All Clients With Security for Reports
  • General Service Note (auto date) [EDIT]
Scenario 1: Reports Display Agency Logo And Report Header Across All Pages
Specific Setup:
  • Requires a logo to be set for Reports under "Agency Setup".
  • Requires sufficient dataset for more than one Report page.
Steps
  1. Navigate to desired Report, i.e. "Reports > Clients > General > Client Roster".
  2. Set "Report Selection" and any desired "Parameters".
  3. Click "Preview" button.
  4. Validate the "Report" loads.
  5. Click "Print" button.
  6. Validate the "Agency Logo" is visible.
  7. Validate the "Report Header" text is visible.
  8. Scroll to the second page.
  9. Validate the "Agency Logo" is visible.
  10. Validate the "Report Header" text is visible.
  11. Repeat for the remainder of the report and validate the "Agency Logo" and "Report Header" are visible on every page.
Topics
• Reports • DSR • Agency Setup
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 Search
  • 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?
  • AA-Completed Information [ADD]
  • ServicePlanForm
  • Goals Treatment Plan Depend on Category [ADD]
  • (DSR) Services [ADD]
  • Time Periods for TP Service
  • DSR New Action Test [ADD]
  • ServicePlanList
  • SupervisorModule
  • Message from webpage - Are you sure that you wish to proceed with submitting this treatment plan?
  • Critical Information
  • Interface Design Form Set
  • FormDesigner
  • 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:
  • Rule Designer [ADD]
  • Workflow Rules Manager
  • 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
  • Client Search
  • Agency [EDIT]
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-48057 Summary | Details
Check Information in Claim Details Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance Header
  • Finance > Reports > Accounts Receivable > Claim Details
  • All Clients With Security for Reports
  • Report: Claim Details Report
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Claim/Invoice Batches
Scenario 1: Raw Data Export Will Reflect Amount Paid When Claim Has Multiple Transactions
Specific Setup:

Claim has multiple transactions (Overpayment, Payment Withdrawn, Partial Payment).

Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Claim Details".
  2. Set "Parameters" to include data from preconditions.
  3. Click "Excel".
  4. Validate file contains new column "amount_paid_transaction" which displays the distinct values for "payments".
  5. Validate "check_no", "check_amount" and "check_date" contain data for single and multi-service line claim.
  6. Repeat for "CSV" type data export.
Scenario 2: Claim Details Data Export Will Include Check Date/Description/Amount When Claim Is Remitted
Specific Setup:

Single and multiple service line claims have been remitted.

Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Claim Details".
  2. Set "Parameters" to search for "Claims" in preconditions.
  3. Click "Excel" and open downloaded file.
  4. Validate "check_no", "check_amount" and "check_date" contain data for single and multi-service line claim.
  5. Close the file.
  6. Click "CSV" and open downloaded file.
  7. Validate "check_no", "check_amount" and "check_date" contain data for single and multi-service line claim.
  8. Close the file.
Topics
• Reports • Finance
ECS-48273 Summary | Details
835 Remittance Imports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Report: Claim Remittance Report
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
Scenario 1: An 835 Remittance Import With Multiple Transactions (Withdrawal/Payment), Each Containing Adjustment Information (CAS), Will Apply The Adjustment To Its Specific Transaction
Specific Setup:
  • Claim has been submitted and denied with adjustment information (CAS).
  • 835 Remittance contains a withdrawal with CAS and a payment with CAS for the same claim.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Upload file from preconditions.
  3. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  4. Select "Check" from import and set "Filters" to search on "Claim" from preconditions.
  5. Click "Total Paid" and "View More" to expand the "Timeline".
  6. Validate each "Transaction" has its own distinct adjustment information (CAS).
Topics
• Finance
ECS-48341 Summary | Details
Resubmissions To Correct Payer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Apply Receipt to Claims
  • Claim Service Lines NX Subform
  • Claim/Invoice Batch [VIEW]
  • FinanceClaims
  • Cash Receipts for Remittance
  • Claims Submission For Remittance [EDIT]
  • Claim 2.0 [EDIT]
  • Claim Adjustment Reasons
  • Claim Output Ready
  • 837 File
  • Billing Batches Management
  • Claim Receivers Setup Form Set
  • Receiver Information State Specific [EDIT]
  • Receiver Information - All
  • Receiver Information Generic [EDIT]
  • Claim Output
  • Billing Place of Service
  • Client Finance Related Information Form Set
  • Benefit Assignment [EDIT]
  • Priorities - Finance
Scenario 1: Resubmit To Other When Correcting Benefit Assignment Billing Sequence/Priority Excludes CAS
Specific Setup:
  • Service is billable to two Payers.
  • Client has Benefit Assignment set up for both Payers and billed out to an incorrect "Payer Priority/Sequence 1".
  • Client Benefit Assignment has since been corrected (Payer 1 actual Payer sequence/priority 2).
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 a "Denial".
  5. Click "+Add Adj.".
  6. Add "Adjustment Group", "Reason", "Amount".
  7. Click "+Add Action".
  8. Click "Resubmit to Other".
  9. Click "Amount Type".
  10. Select "Calculate Rate" and "Save".
  11. Upon completion of "Billing Execution Interval", click "Submission 2".
  12. Click "Batch".
  13. Click "Open Batch" and "Create Output".
  14. Validate any "CAS" or "REF*F8" information is excluded from the "Claim".
Scenario 2: Waterfalling Claims Using "Resubmit To Other" Payer Will Write CAS To 837 File
Specific Setup:
  • Claims have been remitted with Adjustment Reason Codes (CAS).
  • Claims have been resubmitted to the next Payer(waterfalled claim).
  • Claim Receiver uses an 837 format output file.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Set "Filters" to locate "Batch" from preconditions.
  3. Click "Actions" and select the "837 Output File".
  4. Click "Download Electronic File".
  5. Validate the "CAS" is present.
Topics
• Finance • Finance Setup • Client
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
  • Front Desk People Search
  • 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-48385 Summary | Details
Improved Performance Of Finance Processing And Remittance Using Calculate Rate
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
  • Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History
  • Immediate Billing Run Request
Scenario 1: Running Calculate Rate in Apply Receipt to Claims During Large Batch Billing
Specific Setup:
  • Claim is ready to resubmit to same or other Payer.
  • Billing request is ready to reprocess.
  • Access to "Billing Processing History".
  • Multiple staff to perform "Calculate Rate" and start a Billing Request.
Steps
  1. Staff 1 navigates to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Set "Filters" to search on "Billing Request" from preconditions.
  3. Click "Actions" and "Reprocess".
  4. Staff 2 navigates to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  5. Select "Check" and set "Filters" to search on "Claim" from preconditions.
  6. Click "Add Action" and select "Resubmit".
  7. Staff 1 clicks "Billing Processing History" and "Start Billing Now".
  8. Staff 2 clicks "Amount Type" and selects "Calculate Rate".
  9. Confirm successful completion of "Calculate Rate".
  10. Staff 2 selects "Resubmit to Other" action.
  11. Confirm successful completion of "Calculate Rate".
  12. Confirm successful completion of "Billing Request".
Topics
• Finance
ECS-48391 Summary | Details
Printing AP Checks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AP Invoice Batch [ADD]
  • Vendors Table
  • Cost Center Definitions
  • GL Invoice Debit Accounts
  • GL Accounts Payable Accounts
  • AP Invoice Subform Subform
  • ChecksCreationLog
  • Check Printout PDF
  • Create Checks [ADD]
  • GL Cash Accounts
Scenario 1: Create AP Checks From An AP Invoice Batch
Specific Setup:
  • AP Invoice Batch has been created, with "Create Separate Checks (A/P)" checked.
  • Account has been set up for direct deposit.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Click "Create Checks".
  3. Populate required fields to capture "Invoices" from preconditions.
  4. Click "Save".
  5. Expand the "Check" record.
  6. Validate there is a distinct "Check" for each service entered on the "AP Invoice Batch".
  7. Click "Actions" and "Print Direct Deposit Checks".
  8. Validate there is no "Signature" on the "Direct Deposit Check".
  9. Validate there is a distinct "Check" for each service.
  10. Validate the "Amount" displays in currency format with two decimal places.
Scenario 2: Create AP Checks From An AP Invoice Batch
Specific Setup:
  • AP Invoice Batch has been created, with "Create Separate Checks (A/P)" checked.
  • Account has been set up for direct deposit.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Click "Create Checks".
  3. Populate required fields to capture "Invoices" from preconditions.
  4. Click "Save".
  5. Expand the "Check" record.
  6. Validate there is a distinct "Check" for each service entered on the "AP Invoice Batch".
  7. Click "Actions" and "Print Direct Deposit Checks".
  8. Validate there is no "Signature" on the "Direct Deposit Check".
  9. Validate there is a distinct "Check" for each service.
  10. Validate the "Amount" displays in currency format with two decimal places.
Topics
• Finance • Finance Setup
ECS-48464 Summary | Details
Placement Disruptions Unit Limit
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
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History
  • Billing Batch Claims Review
  • Claim Information
  • Claim 2.0 [EDIT]
  • Periods for Placement Disruption
  • Billing-Payment Living Arrangement Rules
  • Placement Disruptions Rule Setup-Client [EDIT]
  • Billing Weekend Rules
  • Placement Disruptions Rules-Client Subform
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Client Finance Related Information Form Set
  • FinanceInvoices
Scenario 1: Placement Disruptions Will Honor Unit Limit
Specific Setup:
  • Disruption Rule on a Placement Rate has been configured with a Unit Limit, Billing stops when limit reached.
  • Client has multiple placement disruptions throughout the year, with total days greater than the unit limit.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and "Start New Billing Run".
  3. Select "Submitter" and set "Parameters" to capture services from preconditions.
  4. "Create Mirror Services and Billing" has been run.
  5. Upon completion of "Billing Execution Interval", open "Batch".
  6. Validate "Claims" are created which correspond to days present in "Program".
  7. Validate "Claims" are not created for days on "Placement Disruption" over the "Unit Limit".
  8. Validate "Invoices" are created which correspond to days in "Placement" and are not created when "Unit Limit" has been met.
Topics
• Finance • Finance Setup
ECS-48478 Summary | Details
Action Based Billing Runs For SSPS
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SSPSManager
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim Output
  • Notepad
  • Client Search
  • Critical Information
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Claim Action Reasons
  • Claim 2.0 [EDIT]
  • Claims Submission For Remittance NX [EDIT]
  • Claim Batch GL Adjust [EDIT]
  • Transaction Months not Posted
Scenario 1: Resubmit An SSPS Claim After Enrollment Data Has Changed
Specific Setup:
  • Payer is set up to bill out "SSPS Claims" and create "SSPS Files".
  • Claims and SSPS File for month have been sent.
  • Client Enrollment information has changed retroactively.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check" associated with "Payer" from preconditions.
  3. Set "Filters" to search for "Claim" from preconditions, click "Search".
  4. Click "Add Action" and select "Resubmit".
  5. Use "Calculate Rate" as the "Amount Type".
  6. Validate "Resubmission" created reflects change from preconditions, click "Save".
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  8. Upon completion of "Billing Execution Interval", set "Filters" to search on "Action Based Run" created.
  9. Click "Actions" and select "Change GL Month".
  10. Set "Transaction Month" to "Month/Year" of enrollment change from preconditions, save.
  11. Mark "Batch" as sent.
  12. Click "Claim" and "Accounting Info".
  13. Validate "GL Transactions" reflect the "Month/Year" selected.
  14. Navigate to "Finance > Imports/Exports > Exports > SSPS".
  15. Click on "Receiver" to expand.
  16. Click "Actions" and "Recreate File" for the Month/Year from preconditions.
  17. Click "Movement File".
  18. Validate "Service" from preconditions is included in file.
Topics
• Finance • Finance Setup
ECS-48498 Summary | Details
Consolidated Claims Break By Authorization
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
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim Submission 2.0 [EDIT]
Scenario 1: Validate Consolidated Claims Break By Authorization
Specific Setup:
  • Requires a rate setup to consolidate. Scenario uses facility placement rate to consolidate monthly.
  • Break by authorization flag should be checked on rate setup.
  • Requires a client with a benefit assignment linked to this rate.
  • Scenario uses a client enrolled into a program that can bill facility placement.
  • Client should also have at least 2 authorizations, i.e. an authorization for the 1st half of the month and an authorization for the 2nd half of the month.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run".
  3. Select "Start New Billing Run".
  4. Select desired "Submitter"
  5. Set desired date parameters and run description".
  6. Select desired receiver.
  7. Save.
  8. Wait for billing run to complete.
  9. Validate the system generates 2 claims for the desired month. One claim for the 1st half of the month, second claim for the 2nd half of the month.
  10. Open each claim.
  11. Click on the "Submission" tab.
  12. Open the submission.
  13. View the rate information and validate it is linked to the desired authorization.
Topics
• Finance • Finance Setup
ECS-48617 Summary | Details
Retroactive Facility Transfers Will Rebill New Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Critical Information
  • Enrollment Transfer Type Look-up Table
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • Claim 2.0 [EDIT]
  • FinanceClaims
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Program Enrollment Modifier [EDIT]
  • Program Enrollment Modifier [ADD]
  • Program Enrollment Modifier Look Up Table
  • Program Enrollment Modifier [DELETE]
Scenario 1: Validate Facility Placement Rebills After A Facility Transfer
Specific Setup:
  • Requires a client that has been billed one month under one facility and then later transferred to another facility.
  • Original claim for first facility should have a "Void" action.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click on "New Run".
  3. Set desired description.
  4. Select desired "Submitter".
  5. Set desired date range.
  6. Check desired "Receivers".
  7. Save.
  8. Wait for billing run to process.
  9. Once completed, click on the "Claim link".
  10. Validate the system generated the desired claim.
  11. Click on the "Claim Link" and validate the claim contains desired dates (dates of the facility transfer) and with the new facility.
  12. Close the window.
  13. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  14. Select desired check.
  15. Set "Claim # Range" to desired claim number to pull in the original voided claim.
  16. Click on "Add Action".
  17. Select "Resubmit".
  18. Under "Amount Type" select "Calculate Rate".
  19. Wait for the submission row to generate.
  20. Validate the date range contains the desired dates (dates prior to the facility transfer).
  21. Click "Save".
  22. Wait for the billing run to process.
  23. Validate the new submission is generated.
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 People Search
  • Front Desk Calendar Appointment [ADD]
  • FrontDeskCheckIn
  • FrontDeskCalendar
  • Front Desk Calendar
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 Search
  • 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-48728 Summary | Details
Signatures Captured on Treatment Plan Snapshots Display in NX
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • ServicePlanList
  • ServicePlanForm
  • Client
  • Client > Case Management > Plan Development > Planning
  • EDIT Form [Treatment Plan]
  • VIEW Form [Treatment Pan] -- Webpage Dialog
Scenario 1: Validate Signatures from myEvolv Treatment Plan Snapshots in myEvolv NX Print Preview
Specific Setup:
  • Requires access to "Client > Case Management > Plan Development > Planning".
  • Requires access to Evolv and Evolv NX.
  • Requires Treatment Plan with Signature field on any component.
  • Requires a Client that has a Treatment plan ready to submit.
  • Requires that the Audit Snapshot feature is enabled.
Steps
  1. Access Evolv.
  2. Navigate to "Client > Case Management > Plan Development > Planning".
  3. Select a Client.
  4. Open a Treatment Plan.
  5. Upload or capture a Signature to the Signature field.
  6. Save and reopen the Treatment Plan.
  7. Confirm that a Signature field within the plan appears populated.
  8. Submit the plan.
  9. Confirm Treatment Plan displays as an Audit Snapshot.
  10. Access Evolv NX.
  11. Navigate to "Client > Case Management > Plan Development > Planning".
  12. Select the same Client.
  13. Open the submitted Treatment Plan.
  14. Confirm that the plan has been saved as a snapshot.
  15. Confirm that the Signature is present.
  16. Open the Print Preview of the Treatment Plan.
  17. Confirm that the Signature is present within the Print Preview.
Topics
• Audit Snapshot • Treatment Plans
ECS-49030 Summary | Details
SSPS Movement File
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SSPSManager
  • Client Search
  • Critical Information
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Claim Action Reasons
  • Claim 2.0 [EDIT]
  • Claims Submission For Remittance NX [EDIT]
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Billing Batches Management
  • Claim Batch GL Adjust [EDIT]
  • Transaction Months not Posted
Scenario 1: Resubmit An SSPS Claim After Enrollment Data Has Changed
Specific Setup:
  • Payer is set up to bill out "SSPS Claims" and create "SSPS Files".
  • Claims and SSPS File for month have been sent.
  • Client Enrollment information has changed retroactively.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check" associated with "Payer" from preconditions.
  3. Set "Filters" to search for "Claim" from preconditions, click "Search".
  4. Click "Add Action" and select "Resubmit".
  5. Use "Calculate Rate" as the "Amount Type".
  6. Validate "Resubmission" created reflects change from preconditions, click "Save".
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  8. Upon completion of "Billing Execution Interval", set "Filters" to search on "Action Based Run" created.
  9. Click "Actions" and select "Change GL Month".
  10. Set "Transaction Month" to "Month/Year" of enrollment change from preconditions, save.
  11. Mark "Batch" as sent.
  12. Click "Claim" and "Accounting Info".
  13. Validate "GL Transactions" reflect the "Month/Year" selected.
  14. Navigate to "Finance > Imports/Exports > Exports > SSPS".
  15. Click on "Receiver" to expand.
  16. Click "Actions" and "Recreate File" for the Month/Year from preconditions.
  17. Click "Movement File".
  18. Validate "Service" from preconditions is included in file.
Topics
• Finance • Finance Setup
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 Search
  • Accepted Referrals
  • Initial Enrollment From Accepted Referral [ADD]
  • ServicePlanList
  • Client Service Entry
  • Critical Information
  • FrontDeskCheckIn
  • Service and Attendance Facilities Listing
  • Program Enrollment [Delete]
  • Message from webpage - Are you sure want to delete Program Enrollment?
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
  • Client > Client Information > Critical Information > Enrollment Information
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
• Program Referrals • Client • Front Desk • Treatment Plans
ECS-49174 Summary | Details
E-Signature Form Alignment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • SignatureCapture
  • Form Fields Test [ADD]
  • Form Fields Test [EDIT]
Scenario 1: Capture Signature Using Topaz Signature Pad
Specific Setup:
  • Requires an Event with an e-signature type form field.
  • Requires a compatible Topaz Signature Device.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired "Client".
  3. Add a new "Service Event" from preconditions.
  4. Set any required fields.
  5. Click the "Click to Upload Image" and select "Capture Signature".
  6. Using the "Topaz Signature Pad", create desired signature, confirming that the "Signature" aligns with user's signing on the device.
  7. Click "Save" on the Signature panel.
  8. Click "Save" on the Event panel.
  9. Open the "Event" and validate the "Signature" was saved successfully.
Scenario 2: Capturing E-Signature Using Computer Mouse
Specific Setup:

Requires an Event with an e-signature type form field.

Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired "Client".
  3. Add a new "Service Event" from preconditions.
  4. Set any required fields.
  5. Click the "Click to Upload Image" and select "Capture Signature".
  6. Using a mouse, create desired signature, confirming that the "Signature" being created aligns with user's mouse.
  7. Click "Save" on the Signature panel.
  8. Click "Save" on the Event panel.
  9. Open the "Event" and validate the "Signature" was saved.
Topics
• Client • Service Entry
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
  • Client Search
  • 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 Search
  • Accepted Referrals
  • Initial Enrollment From Accepted Referral [ADD]
  • ServicePlanList
  • Client Service Entry
  • Critical Information
  • FrontDeskCheckIn
  • Service and Attendance Facilities Listing
  • Program Enrollment [Delete]
  • Message from webpage - Are you sure want to delete Program Enrollment?
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
  • Client > Client Information > Critical Information > Enrollment Information
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
• Program Referrals • Client • Front Desk • Treatment Plans
ECS-49593 Summary | Details
"Workflow Scheduler" Can Create Client Tasks Triggered By "Program Enrollment Modifiers"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 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
  • Schedules [ADD]
  • Type of Initial Scheduling
  • Date Intervals
  • Client Search
  • Client Service Entry
  • Select Family Case
  • Program Enrollment Modifier - Case [ADD]
  • WorkFlow Header/Grouping
  • Scheduler Worker Assignment Types
  • Message from webpage - By activating this rule the system will launch a process that will schedule tasks. You will receive an alert when this process is complete.
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 is enrolled in a Program that has 2 "Program Modifiers" available.
  • The "Workflow Rule" contains an "Initial" and "Ongoing" 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 both the "Initial" and the "Ongoing" "Program Modifier".
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select the "Client" from preconditions.
  3. Click on the Program "Actions".
  4. Add a new "Program Modifier1" with an "Effective Date" and "Expiration Date" in the past.
  5. Add a new "Program Modifier2" with an "Effective Date" after the "Expiration Date" from step 4.
  6. Navigate to "Client > Case Management > Service Management > Service Entry".
  7. Validate the "Workflow Scheduler" created the Event task according to the "Initial" schedule configured in the "Workflow Rule".
  8. Validate the "Workflow Scheduler" created the Event task according to the "Ongoing" schedule configured in the "Workflow Rule".
Topics
• Workflows • Family Cases
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 > Reports > At a Glance > Printing Bundle Template
  • Taskbar > My Homeview > Homeview Launcher > Homeview - My Print Bundles
  • Critical Information
  • Client Service Entry
  • PrintingBundleTemplate
  • Client Search
  • 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
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

 

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