Skip to main content

myEvolv NX 10.1.0500.03 Acceptance Tests

  1. Last updated
  2. Save as PDF
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-49053 Summary | Details
Calculate Rate and Resubmit to Same
Scenario 1: Calculate Rate and Resubmit to Same
Specific Setup:
  • Test client exists in the test system with a Sequence 1/Primary Benefit Assignment as well as a Sequence 2/Secondary Benefit Assignment.
  • Test Claim exists for the test Client for the Sequence 1/Primary Benefit Assignment.
  • Remittances exists for Sequence 1 Primary Payer and Sequence 2 Payer 2.
Steps
  1. Navigate to "Apply Receipts to Claims" and select "Remittance" from preconditions.
  2. Set filters to search on "Claim" from preconditions.
  3. Apply a "partial payment" to the "Claim" to Sequence 1/Primary Benefit Assignment.
  4. Select "Resubmit to Other" selecting the "Sequence 2/Secondary Benefit Assignment".
  5. Click on "Amount Type" and select "Calculate Rate", save.
  6. Upon completion of "Billing Execution Interval", confirm "Submission" is created.
  7. Mark the "Batch" that captures this "Submission" as sent.
  8. Select "Remittance 2" and search for the same "Claim".
  9. Apply a "Denial" to the second submission.
  10. Then do "Resubmit to Same" to send back to the "Secondary Payer", click "Amount Type" and select "Calculate Rate", save.
  11. Upon completion of "Billing Execution Interval", confirm the expected "Submission" is created and captured in a "Batch".
Topics
• Finance
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-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".
Scenario 2: Create Direct Deposit File (NACHA)
Specific Setup:

Vendor has a Check for Invoices to be paid.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Select desired "Check".
  3. Click "Actions".
  4. Select "Create Direct Deposit File".
  5. Open the file.
  6. Validate the text file contents are formatted following the "NACHA" file structure and match the input data.
  7. Close the file.
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-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
  • Program Listing - All
  • 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-49630 Summary | Details
Manual Reimbursable Claims
Scenario 1: Manual Reimbursable Claims
Specific Setup:

Manual-Reimbursable Claim that has no Remittances yet applied to it exists in test system.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select a "Remittance" and set "Filters" to search for "Claim" from preconditions.
  3. Apply a payment to "Manual-Reimbursable Claim" from preconditions.
  4. Confirm that "Amount" paid is propagated to the "Submissions" and service line remaining balance fields.
Topics
• Finance
ECS-49674 Summary | Details
Remittance Report and Deposit Date Parameter
Scenario 1: Remittance Report and Deposit Date Parameter
Specific Setup:
  • Test system contains Claims for two different Months (i.e. September and October).
  • Remittance with date in a different Month has touched these claims (i.e. November).
  • The Remittance is associated with a Deposit Slip with a Deposit Date in a different Month (i.e. December).
Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Remittance".
  2. Enter "From" and "Through" dates for the Month the "Deposit Slip" is associated with.
  3. Check parameter "From and To Dates Apply to Deposit Date only".
  4. Enter desired "Report Selection".
  5. Confirm that Report returns with expected Claims.
Topics
• Finance
ECS-49702 Summary | Details
Location ID and Void Claims
Scenario 1: Location ID and Void Claims
Specific Setup:
  • Test system must have a test Claim that was billed where Location ID was linked to the claim.
  • Location ID setups must then have been altered.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Remittance" and set "Filters" to search for "Claim" from preconditions.
  3. Click "Add Action" and select "Void", save.
  4. Confirm the "Void Claim" uses the original "Location ID" associated with the original submitted "Claim".
Topics
• Finance
ECS-49742 Summary | Details
Copay Claims Created When Primary Benefit Assignment Has Authorization with Service Bundle
Scenario 1: Copay Claims Created When Primary Benefit Assignment Has Authorization with Service Bundle
Specific Setup:
  • Client that has a primary Benefit Assignment (BA) that is flagged for Co-Pay.
  • This primary Benefit Assignment also has a Billing Authorization that uses a Service Bundle containing two or more Services.
  • Client also has a self-pay Benefit Assignment.
  • A Service Event in the Billing Authorization Service Bundle has been created.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "Billing Run" that will capture "Client/Services/Primary Benefit Assignment" from preconditions.
  3. Confirm the "Claim" and the expected "Co-Pay" submissions are created.
Topics
• Finance
ECS-49790 Summary | Details
835 Asynchronous Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Claims Maintenance Form Set
  • Claim Adjustment Reasons [ADD]
  • Report: Claim Remittance Report
  • Alerts - View [VIEW]
Scenario 1: Validate Asynchronous 835 Uploads
Specific Setup:
  • Requires access to "Finance > Imports/Exports > Imports > Remittance Imports".
  • Requires at least five valid 835 Remittance files for upload.
  • Requires one 835 Remittance file that contains a Claim Adjustment Reason Code (CAS), which is not present in the system.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and select "Upload 835".
  3. Upload the five valid 835 files. This will enable the system to complete them in a background process.
  4. Upload file that is missing the Claim Adjustment Reason Code (CAS).
  5. Enter a value for "Deposit Date".
  6. Click "Upload".
  7. A message will appear indicating that no errors occurred for the five files, and that the last file had problems processing.
  8. Close the "Finance File Import" window.
  9. Open the Alert pane in the top right corner of the page.
  10. This will display messages for each file that was successfully processed.
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-50193 Summary | Details
Direct Deposit NACHA File Format Truncates Vendor Name to Specification
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ChecksCreationLog
  • NACHA File
Scenario 1: Create Direct Deposit File (NACHA)
Specific Setup:

Vendor has a Check for Invoices to be paid.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Select desired "Check".
  3. Click "Actions".
  4. Select "Create Direct Deposit File".
  5. Open the file.
  6. Validate the text file contents are formatted following the "NACHA" file structure and match the input data.
  7. Close the file.
Topics
• Finance
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

 

  1. Back to top
  • Was this article helpful?

Recommended articles

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