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myEvolv NX 10.1.0500.02 Acceptance Tests

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ECS-47030 Summary | Details
Improved Form Designer Save Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Test Designer
  • NX Test Setup Answers (RD) Subform
  • NX Test Setup Answers Subform
  • NX Test Setup Answers (NR) Subform
  • Interface Design Form Set
  • Form Families - Client Mode
  • FormDesigner
  • NX FIELD [EDIT]
  • All Look-up Tables Listing (filtered)
  • NX Sub Report [EDIT]
  • Sub Reports for Users - All
  • NX Test [EDIT]
  • Client Search
  • Client Service Entry
  • NX Event Based Sub Form [EDIT]
  • Forms
  • NX Event Log Field [EDIT]
  • NX Test Setup Header [ADD]
  • Sub Reports - for Test Design
  • Multi Answer Delete [VIEW]
Scenario 1: Validate NX Form Designer Performance
Specific Setup:
  • Requires a form that can be modified.
  • Scenario uses a form that contains a "Look-up Table" field and "SubReport".
Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Click "Form Family" button.
  3. Select desired form family.
  4. Click "P1" button on the desired form to edit.
  5. Click on desired field with look-up table.
  6. Edit the "Caption".
  7. Click the "Look-Up Table" field.
  8. Select a different look up table.
  9. Click "SubReport" row.
  10. Edit the "Caption".
  11. Click "SubReport" field.
  12. Select a different "SubReport".
  13. Save.
  14. Navigate to "Client > Case Management > Service Management > Service Entry".
  15. Select desired client.
  16. Click "Add Event".
  17. Select desired event.
  18. Validate "Captions" have been updated.
  19. Validate the "Look-up Table" field contains the new look-up table.
  20. Validate the "SubReport" displays the new "SubReport".
Topics
• Assessments • Forms • SubForm • Setup
ECS-49430 Summary | Details
"Calculate Rate" Efficiency Improvement
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
  • Claim Remittance Remarks
  • Apply Receipt to Claims
  • Claim Remittance Advice Remarks Codes
  • Claim Service Lines NX Subform
  • Claim Action Reasons
  • Claim 2.0 [EDIT]
Scenario 1: Apply Receipt To Claims - Resubmission Of Single And Multiservice Line Claims
Specific Setup:
  • Multi-service line claim has been submitted.
  • Single service line claim has been submitted.
  • Services are billable to Payer 1 and Payer 2.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check" and set "Filters" to search for "Multi-Service Line Claim" from preconditions.
  3. Add a "Partial Payment", click "Save".
  4. Click "Add Action" and select "Resubmit".
  5. Click "Amount Type" and select "Calculate Rate", save.
  6. Click new "Submission", validate each "Service Line" displays expected data.
  7. Delete "Resubmission" action.
  8. Click "Add Action" and select "Resubmit to Other".
  9. Click "Amount Type" and select "Calculate Rate", save.
  10. Click new "Submission", validate each "Service Line" displays expected data.
  11. Delete "Resubmission" action.
  12. Click "Add Action" and select "Adjustment".
  13. Click "Amount Type" and select "Calculate Rate", save.
  14. Click "Resulting Claim", validate each "Service Line" displays expected data.
  15. Delete "Adjustment".
  16. Set "Filters" to search for "Single Service Line Claim" from preconditions.
  17. Repeat above steps, validating that "Resubmission" created by "Calculate Rate" displays expected data.
Topics
• Finance • Finance Setup
ECS-49484 Summary | Details
Deselected Fields on Check Layout will be Excluded
Scenario 1: Check Output Will Exclude Fields Not Selected In Layout
Specific Setup:

Test system has Check Layout that contains a deselected field setup at: Finance Setup > General Setup > Miscellaneous Setup Tables > Check Library.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Create a "Check" using "Check Layout" from preconditions.
  3. Validate the deselected field is not present in the results.
Topics
• Finance
ECS-49546 Summary | Details
Calculate Rate Will Account for Partial Balance Write-offs
Scenario 1: Calculate Rate Will Account for Partial Balance Write-Offs
Specific Setup:

Test system contains a submitted claim.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Check" and set "Filters" to search on "Claim" from preconditions.
  3. Apply a "Remittance" from "Payer" with a "CO-45" code for a smaller amount, with write-off adjustment amount.
  4. Select "Add Action" and choose "Resubmit to Other", selecting "Self Pay".
  5. Click "Amount Type" and select "Calculate Rate".
  6. Confirm the amounts subtract the "Write-off amount".
Topics
• Finance
ECS-49553 Summary | Details
Direct Deposit File and Check Runs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ChecksCreationLog
  • NACHA File
Scenario 1: Validate Create Direct Deposit File For All Batches
Specific Setup:
  • Requires at least two "Vendors" set up with "Direct Deposit".
  • Each "Vendor" should have Invoices ready to be paid, each under different "Managing Offices".
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Create "Check" for "Invoices" from preconditions, within their respective "Managing Offices".
  3. Click "Actions" and select "Create DD File For All Batches".
  4. Validate "NACHA File" opens and contains desired information from all batches where Vendors are flagged as "Direct Deposit".
Topics
• Finance
ECS-49554 Summary | Details
Check Listing Allows Unmark All as Printed
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ChecksCreationLog
  • Create Checks [ADD]
  • GL Accounts Payable Accounts
  • GL Cash Accounts
  • Check Printout PDF
Scenario 1: Validate Unmark Batches As Printed Is Available On Check Runs
Specific Setup:

Requires at least one Invoice that is ready to paid.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Click "Create Checks" to generate a check run.
  3. Fill in required fields and save.
  4. Click on "Actions" button and select "Print Checks".
  5. Close the check window.
  6. Expand the check run and validate "Checks Printed" is displayed.
  7. Click "Actions" button.
  8. Validate "Delete Check Run" and "Edit Check Run" actions are no longer visible.
  9. Validate "Unmark Batches As Printed" is visible.
  10. Select "Unmark Batches As Printed".
  11. Expand the check run and validate "Checks Printed" is no longer displayed.
  12. Click "Actions" button.
  13. Validate "Delete Check Run" and "Edit Check Run" are visible.
Topics
• Finance
ECS-49555 Summary | Details
A/P Checks Print in Numerical Order
Scenario 1: A/P Checks Print in Numerical Order
Specific Setup:

Test system has A/P Rates set up and Invoices ready to be captured in a check run.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Click "Create Checks" and complete the process to create a "Check batch" that contains multiple "Checks".
  3. Click "Actions" and "Print Checks", and confirm that the "Checks" are printed in the order of their "Check Number".
Topics
• Finance
ECS-49821 Summary | Details
Claim Resubmissions
Scenario 1: Resubmit Partially Paid Claims Using Calculate Rate
Specific Setup:

Test system contains partially paid multiple service line claims where no action has been taken.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Claim" from preconditions.
  3. Click "Add Action" and select "Resubmit to Same".
  4. Click "Amount Type" and select "Calculate Rate".
  5. Validate that each "Service Line" displays the expected amount and that "Total" is correct.
Topics
• Finance
ECS-49830 Summary | Details
The Program Enrollment Updates Will Not Be Sent to CareFabric for "Assigned to All" Workgroup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • WorkGroups Auto Assigned to All Form Set
  • Workgroups for auto assignment on intake
  • Workgroup Enrollment [ADD]
  • Staff - All (by Staff ID)
  • Worker Roles by Programs and Staff
  • Workgroup Setup Auto Assign on Intake [EDIT]
  • Client Search
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Manually Assigned Workgroups Form Set
  • Workgroups for manually assignment
  • Workgroups for Manual Assignments [EDIT]
  • Direct Care Workgroup Assignment [ADD]
  • Workgroups by Program
  • Program Enrollments by Service Track
  • Direct Care Workgroup Assignment [EDIT]
  • Direct Care Workgroup Assignment [DELETE]
  • Client Critical Information Form Set
  • Worker Assignments [ADD]
  • Worker Role (to a client or in a workgroup) Table
  • Worker Assignments [EDIT]
  • Worker Assignments [DELETE]
  • Critical Information
  • Program Enrollment [Edit]
Scenario 1: Add a User to Assigned To All Workgroup
Steps

Internal testing only.

Scenario 2: Update Workgroup Assignment for Closed Program Enrollment
Steps

Internal testing only.
Topics
• Workgroup
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 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)
  • Drug Library Table
  • 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
  • Medication Complete Form [ADD]
  • Client > Case Management > Health Information > Medications
  • Select Client
  • 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 "Medications" screen.
  7. Validate the medication now displays with "Pharmacy name" listed.
Topics
• Forms • OrderConnect
ECS-50250 Summary | Details
Qualifying Services and Claim Generation
Scenario 1: Qualifying Services and Claim Generation
Specific Setup:
  • Test system must have a Rate that has Consolidation Category of "Week".
  • Sufficient Qualifying Services must exist within the Qualifying Services period for Claim to generate.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a new "Billing Run" to capture a "Claim" for the period where "Qualifying Services" exist.
  3. Confirm that the "Claim" generates.
Topics
• Finance

 

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