Skip to main content

myEvolv NX 10.1.0500.09 Acceptance Tests

  1. Last updated
  2. Save as PDF
ECS-45140 Summary | Details
10.1.0525, 10.1.0500.04
Rate "Pre-Consolidate Services by Day" Setting
Scenario 1: Implement "Pre-Consolidate Services by Day" Setting
Specific Setup:
  • Test system must have a Rate that has the "Pre-consolidate Services By Day" flag checked on Rate History.
  • Test system must have a test Client with two services for the same day, billable with this Rate.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "Billing Run" for "Client" and "Services" from preconditions.
  3. Upon completion of "Billing Execution Interval" open "Batch" and confirm "Claim" has been created with expected "Amounts" and Units".
  4. Validate that the Claim shows both services in the "Billed Services Sub-Report".
  5. Navigate to "Client > Case Management > Service Management > Service Entry" and search/select "Client" from preconditions.
  6. Validate Service Entry screen that both "Services" show as "Billed".
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  8. Create a new "Billing Run" for the "Client" and "Services" from preconditions.
  9. Confirm that no new "Claims" generate for these same "Services".
Topics
• Finance
ECS-45646 Summary | Details
10.1.0525, 10.1.0500.04
Inactive Medications in CCDs Can Be Hidden From Reconciliation
Scenario 1: Inactive Medications in CCDs Can Be Hidden From Reconciliation
Specific Setup:
  • Test CCD record.
  • Client has multiple Medications, with end date in past/future, and no end date.
Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information", go to "CCD Settings" and ensure the "Display Inactive Medications During CCD Reconciliation" flag is not checked.
  2. Import the "CCD" from preconditions in "Taskbar > System Maintenance > CCD Inbox > CCD Inbox".
  3. Attach the imported "CCD" to a person.
  4. Open the "Reconciliation Window" for the "CCD". Under the "Medications" section, there should be two "CCD Medications". One without an end date and one with an end date in the future.
  5. Close out the Reconciliation" without reconciling.
  6. Go back to "Agency Setup > Agency > Agency > Agency Information", go to "CCD Settings" and check the "Display Inactive Medications During CCD Reconciliation" flag, save.
  7. Re-upload the CCD and attach to a Client.
  8. Open the "Reconciliation Window" and check there are now three "CCD Medications" listed. The new medication should have an end date in the past.
Topics
• CCD
ECS-47030 Summary | Details
10.1.0525, 10.1.0500.01
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 Subform
  • NX Test Setup Header [ADD]
  • Sub Reports - for Test Design
  • Multi Answer Delete [VIEW]
  • Interface Design Form Set
  • Form Families - Client Mode
  • FormDesigner
  • Client Search
  • Client Service Entry
  • NX Event Based Sub Form [EDIT]
  • Forms
  • NX Event Log Field [EDIT]
  • NX FIELD [EDIT]
  • All Look-up Tables Listing (filtered)
  • NX Sub Report [EDIT]
  • Sub Reports for Users - All
  • NX Test [EDIT]
  • NX Test Setup Answers (RD) Subform
  • NX Test Setup Answers (NR) Subform
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 • Setup • Forms • SubForm
ECS-47698 Summary | Details
10.1.0525, 10.1.0475.05, 10.1.0500.04
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-47746 Summary | Details
10.1.0525, 10.1.0500.04
Paging Controls Stay Visible when Scheduled Tasks Are Hidden
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
Scenario 1: Validate Page Control Is Visible On Formset Member
Specific Setup:

Requires a Client with over 50 completed Assessment events.

Steps
  1. Navigate to "Client > Case Management > Service Management > Assessments".
  2. Select desired Client.
  3. Uncheck the "Scheduled Tasks" checkbox.
  4. Validate the "Scheduled Events" are no longer listed.
  5. Validate the "Page # of #" text is visible.
  6. Click "Add New".
  7. Select desired event.
  8. Fill in required fields and save.
  9. Validate the screen refreshes and the new event is listed.
  10. Validate the "Scheduled Events" are not visible.
  11. Validate the "Page # of #" text is visible.
Topics
• Client • Assessments
ECS-48917 Summary | Details
10.1.0500.06, 10.1.0525.01, 10.1.0550
System Form Fields "Depends On" And "Depends On Other"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Interface Design Form Set
  • Form Families - Client Mode
  • FormDesigner
  • NX FIELD [EDIT]
  • NX Event Log Field [EDIT]
Scenario 1: Validate Depends On And Depends On Other Retains Its Value On System Forms
Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Click on "Form Family" button.
  3. Select desired "System Form", i.e "Problems Identified - Client".
  4. Click "P1" button on the form "Client Problems".
  5. Click on "Problem/Need" row.
  6. Validate "Depends On" field contains desired value.
Topics
• Forms
ECS-49053 Summary | Details
10.1.0525, 10.1.0500.03
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
10.1.0525, 10.1.0475.04, 10.1.0500.03
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
  • Form Fields Test [ADD]
  • SignatureCapture
  • Form Fields Test [EDIT]
Scenario 1: 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.
Scenario 2: 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.
Topics
• Client • Service Entry
ECS-49430 Summary | Details
10.1.0525, 10.1.0500.01
"Calculate Rate" Efficiency Improvement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • Claim Remittance Advice Remarks Codes
  • Claim Service Lines NX Subform
  • Claim Action Reasons
  • Claim 2.0 [EDIT]
  • Finance Header
  • Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims
  • Claim Remittance Remarks
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
10.1.0525, 10.1.0500.01
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-49523 Summary | Details
10.1.0525, 10.1.0500.04
Claims Detail Report and "Submitted with no Remittance" Parameter
Scenario 1: Claims Detail Report and "Submitted with no Remittance" Parameter
Specific Setup:
  • Test system contains one claim that has multiple service lines, all fully paid.
  • Test system contains another claim that has multiple service lines with no transactions.
Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Claim Details".
  2. Enter limited "From Date" and "Through Date" that includes the two test claims.
  3. Select "Report Selection" of "All Claims".
  4. Check parameter "Submitted with no Remittance".
  5. Click "Preview", confirm that only the "Claim" that has no "Transactions" is returned.
  6. Uncheck parameter "Submitted with no Remittance".
  7. Preview the report and confirm that both test "Claims" are now returned.
Topics
• Finance
ECS-49546 Summary | Details
10.1.0525, 10.1.0500.01
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
10.1.0525, 10.1.0500.01
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.
Scenario 3: 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
10.1.0525, 10.1.0500.01
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
10.1.0525, 10.1.0500.01
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
10.1.0525, 10.1.0475.04, 10.1.0500.03
"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
10.1.0525, 10.1.0500.03
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
10.1.0525, 10.1.0500.03
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
10.1.0525, 10.1.0500.03
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
10.1.0525, 10.1.0500.03
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-49772 Summary | Details
10.1.0525, 10.1.0500.04
Max Time for myEvolvAnywhere Sync
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Log In Screen
  • Last Synchronization was:
  • Synchronization Screen
  • Dashboard
  • Client Search
  • Recurring Tasks - People [Add]
  • Staff - Service Providers (by Staff_id)
  • Event Definitions with Security -Client
  • Recurrence Type (Daily, Weekly, etc.)
  • Recurring Tasks - People [DELETE]
Scenario 1: myEvolv Anywhere Default Max Sync of 10 Minutes
Specific Setup:
  • myEvolv Anywhere-enabled myEvolv environment.
  • Access to myEvolv Anywhere Feature Set D application.
Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  2. Click "Agency-Specific Settings".
  3. Update "Max Time for myEvolvAnywhere Sync" to 15 seconds.
  4. Click "Save".
  5. Log into the "myEvolv Anywhere" application with user credentials.
  6. Ensure the "Sync Data?" is selected and click "Continue".
  7. Validate the error "Error(s) occurred during the sync process. Please try again" displays.
  8. Click "OK".
  9. Return to myEvolv.
  10. Update "Max Time for myEvolvAnywhere Sync" to 300 seconds.
  11. Click "Save".
  12. Return to the myEvolv Anywhere app.
  13. Ensure the "Sync Data?" is selected and click "Continue".
  14. Validate the message "Error(s) occurred during the sync process. Please try again" does not display.
  15. If the Validation message persists, return to the "Agency Settings" and clear out the "Max Time for myEvolvAnywhere Sync" field and save.
  16. Return to the myEvolv Anywere app.
  17. Ensure the "Sync Data?" is selected and click "Continue".
  18. Validate the message "Error(s) occurred during the sync process. Please try again" does not display.
Topics
• myEvolv Anywhere
ECS-49790 Summary | Details
10.1.0525, 10.1.0500.03, 10.1.0500.05
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-49800 Summary | Details
10.1.0525, 10.1.0500.04
Secondary Submissions in 837 Output
Scenario 1: Secondary Submissions in 837 Output
Specific Setup:
  • Test system has a Claim with two Service Lines, each having different Revenue Codes.
  • Each Service Line was denied by Primary Payer, with CAS information on each line.
  • Claim was resubmitted to Secondary Payer.
  • Receiver has setting "Output CAS in Service Line".
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "837 Output" for the "Batch" that contains the "Test Claim secondary submission".
  3. Confirm "CAS on claim level" is output only once for each "Service Line".
  4. Confirm "CAS on service line" is output once on each "Service Line".
  5. Confirm the "SV2" and "SVD" segments have "Revenue Code" for each "Service Line".
Topics
• Finance
ECS-49810 Summary | Details
10.1.0525, 10.1.0500.04
Multiple GL Adjust Actions
Scenario 1: Multiple GL Adjust Actions
Specific Setup:

Test system contains a claim that was partially paid but no actions have yet been taken.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Remittance" and set "Filters" to search on "Claim" from preconditions.
  3. Click "Add Action" and select "Resubmit to Same" on the test claim, for an amount higher than the current balance.
  4. Use "GL Adjust" to correct the negative balance.
  5. Save the "Resubmit" and the "GL Adjust" together.
  6. Click on "Claim".
  7. Confirm the "Journal Entries" on the "GL Adjust Account" reflect the amount adjusted.
Topics
• Finance
ECS-49821 Summary | Details
10.1.0525, 10.1.0500.01
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
10.1.0525, 10.1.0500.01
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
10.1.0525, 10.1.0450.09, 10.1.0475.03, 10.1.0500.01
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-50108 Summary | Details
10.1.0525, 10.1.0500.04
277 Imports Limited by Agency
Scenario 1: 277 Imports Limited by Agency
Specific Setup:
  • Test system must be multi-Agency.
  • Tester must have access to both Agencies.
  • Tester must have 277 file to import for one Agency.
Steps
  1. Log into first test Agency and navigate to "Finance > Imports/Exports > Imports > 277 Imports".
  2. Import the "277 File" for this Agency and confirm it appears in the listing.
  3. Log out of this first Agency and then log into second Agency.
  4. Navigate to "Finance > Imports/Exports > Imports > 277 Imports" and confirm the "277 File" just imported does not appear in the listing.
Topics
• Finance
ECS-50193 Summary | Details
10.1.0525, 10.1.0500.03, 10.1.0500.05
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.
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-50218 Summary | Details
10.1.0525, 10.1.0500.04
Location ID and Resubmitted/Adjusted Claims
Scenario 1: Location ID on Adjustment Claims
Specific Setup:
  • Test system contains a Claim that was created with a Program Modifier.
  • This test claim has been paid.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Remittance" and set "Filters" to search on "Claim" from preconditions.
  3. Click "Add Action" and select "Adjustment".
  4. Set "Action Reason" and "Amount", save.
  5. Click on the "Claim".
  6. Validate "Billed Services" is populated.
  7. Confirm "Location ID" is populated for the "Adjustment Claim".
Topics
• Finance
ECS-50250 Summary | Details
10.1.0525, 10.1.0500.02
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
ECS-50315 Summary | Details
10.1.0525, 10.1.0475.06, 10.1.0500.06
Readmissions To Agency
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Critical Information
  • Agency Discharge [EDIT]
  • Agency Re-Admission [EDIT]
  • ServicePlanList
  • Event Definitions (Plain)
  • Closing Reasons - Service Track Table
  • Outcome/Results - Service Track Table
  • Manage Tasks (for Discharged Client)
Scenario 1: Validate Treatment Plan Available After Client Readmitted to Agency
Specific Setup:
  • Client has been admitted to Agency and enrolled in Program.
  • Program has been set up for a Treatment Plan.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select "Client" from preconditions.
  3. Click "Discharge from Agency".
  4. Set the Discharge "Date" and "Time", save.
  5. Click "Re-Admit to Agency".
  6. Set the Re-Admission "Date" and "Time", save.
  7. Navigate to "Client > Case Management > Plan Development > Planning".
  8. Confirm "Start New Plan" button exists under "Program" from preconditions.
Scenario 2: Validate Treatment Plan Available After Client Readmitted to Agency
Specific Setup:
  • Client has been admitted to Agency and enrolled in Program.
  • Program has been set up for a Treatment Plan.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select "Client" from preconditions.
  3. Click "Discharge from Agency".
  4. Set the Discharge "Date" and "Time", save.
  5. Click "Re-Admit to Agency".
  6. Set the Re-Admission "Date" and "Time", save.
  7. Navigate to "Client > Case Management > Plan Development > Planning".
  8. Confirm "Start New Plan" button exists under "Program" from preconditions.
Topics
• Client
ECS-50329 Summary | Details
10.1.0525, 10.1.0500.05
AP Invoices for Manual Services
Scenario 1: AP Invoices for Manual Services
Specific Setup:
  • Test system contains a billing contract with expense rate set up for a manual service.
  • Test system contains a test Client with a Benefit Assignment for the above.
  • This test Client is currently placed in a Foster Home that provides this service.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Enter "Service" for the test "Client" provided by the "Foster Home", save.
  3. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  4. Run billing (including A/P) to capture this "Service".
  5. Confirm the expected "AP Invoice" is generated.
Topics
• Finance
ECS-50350 Summary | Details
10.1.0525, 10.1.0500.06
Audit Snapshot Captures on Auto-Submit Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EvolvCS Client [EDIT]
  • Client Search
  • Client Service Entry
Scenario 1: Validate Snapshot Is Captured When Drafted Event Is Auto Submitted
Specific Setup:
  • Client Admitted to Agency.
  • Configurable Event available and setup with Auto-Submit enabled.
Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Enable "Use Audit Snapshot Feature".
  3. Click "Save".
  4. Log out and log back into myEvolv.
  5. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  6. Verify "Use Audit Snapshot Feature" is checked.
  7. Navigate to "Client > Case Management > Service Management > Service Entry".
  8. Click "Select Client" and choose a Client with available Event configured from Preconditions.
  9. Click "Add Event" under active "Programs".
  10. Add configured "Event".
  11. Enter any information then Click "Save Draft".
  12. Click on "Event" under "Services".
  13. Complete form and Click "Save" to close.
  14. Click on "Event" under "Services".
  15. Verify "Snapshot" taken.
Topics
• Audit Snapshot
ECS-50385 Summary | Details
10.1.0525, 10.1.0500.04
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
  • Claim 2.0 [EDIT]
  • Claims Maintenance NX Form Set
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/reprocess 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" action.
  11. Confirm successful completion of "Calculate Rate".
  12. Confirm successful completion of "Billing Request".
  13. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  14. Select a "Claim" from "Reprocessed Batch".
  15. Validate "Billed Services" SubReport is present and displays "Claim" data.
Topics
• Finance
ECS-50499 Summary | Details
10.1.0525, 10.1.0500.04
Event Group on Location ID Limits in Remittance Submissions
Scenario 1: Event Group on Location ID Limits in Remittance Submissions
Specific Setup:
  • Test system has Location ID where Facility is linked but Event Group does not include the service.
  • Test Claim exists for this service.
  • The test Claim must be denied but not have had actions applied as yet.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  2. Select "Remittance" and set "Filters" to search on "Claim" from preconditions.
  3. Click "Actions" and select "Resubmit to Same" action.
  4. Once "Resubmission" has been linked to a "Batch", confirm the "Location ID" on the second "Submission" is the "Default/catch-all location" as the "Event Group" is not a match.
Topics
• Finance
ECS-50541 Summary | Details
10.1.0525, 10.1.0500.04
Claim Remittance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Routing Assignment Setup NX [EDIT]
  • Claim Routing Assignment Setup - Remittance Subform
  • Program Unit All
  • Claim Remittance Status
  • Payers Setup Table
  • Plans/Contracts by Payer and Receiver
  • Staff - All (by Staff ID)
  • Workgroups (All)
  • FinanceManagementAR
  • Apply Receipt to Claims
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • Claim Routing Bundle Details NX Subform
  • Claim Routing Bundle - Remittance NX [EDIT]
  • FinanceImportListing
  • Finance File Import
  • Report: Claim Remittance Report
  • Choose File to Upload
Scenario 1: Validate Importing Large 835 Remittance File
Specific Setup:
  • Requires claims that are ready to be remitted.
  • Requires a large "835 Remittance File".
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click on "Upload File".
  3. Select "Upload 835".
  4. Click "Choose File".
  5. Select desired 835 file.
  6. Set "Deposit Date".
  7. Click "Upload" button.
  8. Wait for file to upload.
  9. Validate "Upload Message".
  10. Close the "Import" window.
  11. Click "Actions" button.
  12. Select "Remittance Report".
  13. Validate the report displays desired claims with desired statuses.
Topics
• Finance Setup • Finance • Routing
ECS-50543 Summary | Details
10.1.0525, 10.1.0500.04
835 Posting With Match on Policy Number
Scenario 1: 835 Posting with Match on Policy Number
Specific Setup:
  • Test system has test Client with two Benefit Assignments with same Policy number.
  • Test claim for this Client exists that was waterfalled to the secondary Payer.
  • Must have test 835 file that contains reference to the first submission of the test claim.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports" and import test 835 file.
  2. Review test "Claim" and confirm the "Transactions" linked to the first submission of the "Claim" and not the second submission.
Topics
• Finance
ECS-50563 Summary | Details
10.1.0525, 10.1.0500.04
myEvolv Credit Card Payments myHealthPointe
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Billing/Payment Information > Self Pay Receipts Entry
  • Client Search
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
  • People Search
  • Service and Attendance Facilities Listing
  • CardConnect Payment Details
  • Credit Card Brand
  • Credit Card Manual Entry
  • Finance > Remittance Processing > Credit Card Payments > Payments
  • Credit Card Devices - All
  • Cash Received - Credit Card [ADD]
  • All Client Guarantors - Self Pay
Scenario 1: Credit Card Brand Not Required for Payments Originating Outside of myEvolv
Steps

Internal testing only.
Topics
• CardConnect
ECS-50577 Summary | Details
10.1.0525, 10.1.0500.04
Held Claim Not Recognize Revenue Setting
Scenario 1: Held Claim Not Recognize Revenue Setting
Specific Setup:
  • Setting "Held Claim Not Recognize Revenue" is checked under "Agency Setup > Agency > Agency > Agency Information".
  • Billable service exists in test system that would be held if captured in billing run.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Run "Billing Run" that will include a "Held Claim".
  3. Click on "Claim".
  4. Review the "GL Transactions" associated with the "Held Claim".
  5. Confirm that when "Claim" was created that the "Debit" and "Credit" were written to the same "Account" so that there is no net "Revenue".
Topics
• Finance
ECS-50591 Summary | Details
10.1.0525, 10.1.0500.04
Resubmit to Self Pay Honors Copay AR Accounts
Scenario 1: Resubmit to Self Pay Honors Copay AR Accounts
Specific Setup:
  • No BPPSL (Billing Payment Plan Scheme Link) configured on Plan for service.
  • Test Claim for this service exists.
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. Resubmit "Claim Balance" to "Self Pay".
  4. Upon completion of "Billing Execution Interval, confirm "Claim" is linked to a "Batch", mark as sent.
  5. Confirm the "GLs" write to "Billing Payment Plan Copay AR Account".
  6. Unmark "Batch" as sent, delete the "Resubmit Action".
  7. Clear the "Billing Payment Plan Copay AR Account".
  8. Resubmit to "Self Pay".
  9. Upon completion of "Billing Execution Interval, confirm claim is linked to a "Batch", mark batch as sent.
  10. Confirm the "GLs" write to "Payer Copay AR Account".
  11. Unmark sent, delete action.
Topics
• Finance
ECS-50632 Summary | Details
10.1.0525, 10.1.0500.05, 10.1.0475.06
myEvolv Saves Medication Administration Records Via ChartMeds
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Personal Information > Demographics
  • Select Client
  • ChartMeds Current Orders
  • ChartMeds Enter Administration Time(s)
  • ChartMeds Manage Orders
  • ChartMeds Please select a pass time...
  • ChartMeds Client Select
  • ChartMeds Client Orders
  • Current Medication Profile
  • Client > Client Information > Health Information > Medication Administration
  • Medication Administered (External)
  • Client > Client Information > Personal Information > Physical Characteristics
  • eMAR Patient Admission Administration
Scenario 1: Medication Administration Information Entered in ChartMeds Is Received by OrderConnect and myEvolv
Steps

Internal testing only.
Topics
• eMAR
ECS-50674 Summary | Details
10.1.0525, 10.1.0500.04
Manual Non-Client Claims
Scenario 1: Manual Non-Client Claims
Specific Setup:

A manual non-client claim exists in the test system which has not been paid.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims" or AR Management and select the "Manual Non-Client Claim" from preconditions.
  2. Apply "Payment" to "Claim" and save.
  3. Confirm the "Claim" shows "Paid" status and "GL Entries" reflect the "Payment".
Topics
• Finance
ECS-50726 Summary | Details
10.1.0525, 10.1.0500.04
Direct Deposit NACHA File
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ChecksCreationLog
  • NACHA File
Scenario 1: NACHA File Supports Single Check
Specific Setup:
  • Check Run 1 has a single check.
  • Check Run 2 has multiple checks.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Set "Filters" to search on "Checks" from preconditions.
  3. Click on "Check Run 1" to expand.
  4. Click "Actions" and "Create Direct Deposit File".
  5. Download "NACHA File" and validate the "Batch Control Total" reflects correct "Cell Padding".
  6. Repeat for "Check Run 2".
Topics
• Finance
ECS-50734 Summary | Details
10.1.0525.02, 10.1.0500.07, 10.1.0550
EVV Alternate ID
Scenario 1: EVV Alternate ID Numeric Value
Specific Setup:

Agency is configured for EVV.

Steps

Internal Testing Only.
Topics
• Electronic Visit Verification (EVV)
ECS-50844 Summary | Details
10.1.0525, 10.1.0500.06
myEvolv Login with NIAM Logs in with the Selected Agency.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency by Managing Office
  • Agency > Staff & Security > Staff Information > Staff Profiles with Security
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security
  • Third-Party Verification Window
  • Home
  • EvolvCS Client [EDIT]
  • Staff Lookup their own information [EDIT]
  • Staff Look Up Their Own Information
  • Setup >System >EvolvCS System Setup >System Settings/Preferences
  • EvolvCS -- Webpage Dialog
  • myEvolv CS Login
Scenario 1: NIAM User Traditional Login
Specific Setup:
  • NIAM-enabled myEvolv environment.
  • NIAM-enabled Staff.
Steps
  1. On the myEvolv log in page, enter the NIAM-enabled Staff in the "Username" field.
  2. Click on the "Next" button.
  3. Log in to the third-party verification site.
  4. Verify the User is logged in to myEvolv.
  5. Log out of myEvolv.
  6. Use the Staff's myEvolv credentials to log directly in to myEvolv, bypassing the third-party verification site.
Scenario 2: NIAM Login for Multiple Agency
Specific Setup:
  • Ensure NIAM is enabled for at least two Agencies.
  • Ensure that a myEvolv user has been configured for the same NIAM account on two separate Agencies.
Steps
  1. On the myEvolv log in page, enter the NIAM-enabled Staff in the "Username" field.
  2. Select the "desired Agency" from the Agency dropdown.
  3. Click on the "Next" button.
  4. Log in to the third-party verification site.
  5. Verify the User is logged in to myEvolv for the selected Agency.
  6. Log out of myEvolv.
  7. On the myEvolv log in page, enter the NIAM-enabled Staff in the "Username" field.
  8. Select "a different Agency" from the Agency dropdown.
  9. Click on the "Next" button.
  10. Log in to the third-party verification site.
  11. Verify the User is logged in to myEvolv for the selected Agency.
  12. Log out of myEvolv.
Topics
• NIAM
ECS-50957 Summary | Details
10.1.0525.02, 10.1.0500.07, 10.1.0550
CareFabric Message Queue Performance Enhancement
Scenario 1: Outbound SDK Events Performance Improvement
Steps

Internal Testing Only.
Topics
• Telehealth
ECS-50985 Summary | Details
10.1.0525, 10.1.0500.05
Billing Last Day of Placement
Scenario 1: Last Day Of Placement Will Be Included In Billing
Specific Setup:
  • Test system contains a test Client that has been enrolled in a placement-based Program.
  • Test Client must have active Benefit Assignment for billing plan/contract that covers this Program.
  • Test Client is discharged from the Program.
Steps
  1. Run billing limited to "Client" from preconditions and the period including the "Program Discharge".
  2. Confirm that system creates "Claim" that includes the "Date of Discharge".
Topics
• Finance
ECS-51001 Summary | Details
10.1.0525, 10.1.0500.05
AP Invoices and GL Facility Code
Scenario 1: AP Invoices and GL Facility Code
Specific Setup:
  • Test system must contain a Foster Home that either has GL Facility Code present or is linked to a Managing Office that has GL Facility Code present.
  • Test system must contain a Foster Home that does not have GL Facility Code and is linked to a Managing Office that does not have GL Facility Code present.
  • Each Foster Home must have an active Client placed where that test Client has active Benefit Assignment with Accounts Receivable/Accounts Payable rates associated.
  • Test system must have a batch that bills claims for the placement services for these test Clients, but not the AP invoices.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "Billing Run" for this placement period with "Create AP" checked.
  3. Upon completion of "Billing Execution Interval", confirm that you get one Invoice with "GL Facility Code" present and one Invoice that has no "GL Facility Code".
Topics
• Finance
ECS-51015 Summary | Details
10.1.0500.09, 10.1.0525.04, 10.1.0550
Assessments Listing
Scenario 1: Validate Ability to Select Assessments from Assessment Listing
Specific Setup:
  • Test system has a test staff that has limited worker role security with rights to only a few assessments.
  • Test system has a test staff that has broad worker role security with rights to all assessments.
  • Both test staff have rights to test Client.
Steps
  1. Log into test system as test staff with broad worker role security.
  2. Navigate to "Client > Case Management > Service Management > Assessments".
  3. Select test client.
  4. Click "Add new" and then "Add Event".
  5. Validate that all assessments are available for selection.
  6. Log out of test system and then log back into test system as test staff with limited worker role security.
  7. Navigate to "Client > Case Management > Service Management > Assessments".
  8. Select test client.
  9. Click "Add new" and then "Add Event".
  10. Validate that only those assessments that this test staff has rights to are available for selection.
Topics
• Assessments
ECS-51023 Summary | Details
10.1.0500.06, 10.1.0525.01, 10.1.0550
Questions are Disabled on Locked Assessments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Basic Assessment [EDIT]
Scenario 1: Validate Modifying N/A Response On A Test/Assessment
Specific Setup:

Requires an assessment with at least radio button question flagged with "Is N/A Allowed".

Steps
  1. Navigate to "Client > Case Management > Service Management > Assessments".
  2. Select desired client.
  3. Click "Add New" button to select desired assessment.
  4. On the assessment fill in any required fields.
  5. On the radio button question, check "NA/Unable to Assess".
  6. Click "Save" button.
  7. Re-open the event.
  8. Uncheck "NA/Unable to Assess".
  9. Check off the desired radio button answer.
  10. Save.
  11. Re-open the event.
  12. Validate your desired answer is saved.
Scenario 2: Validate Radio Buttons Are Disabled On Finalized/Locked Forms
Specific Setup:
  • Client must be enrolled in Active Program.
  • Program must have a Service Event with Radio Buttons on the Form.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select "Client" from preconditions.
  3. Click "Add Event" and select "Event" from preconditions.
  4. Fill in required fields and select responses using "Radio Buttons".
  5. Save form and click "Submit".
  6. Re-select the "Event" and validate that the "Radio Buttons" are disabled.
Scenario 3: Validate Modifying N/A Response On A Test/Assessment
Specific Setup:

Requires an assessment with at least radio button question flagged with "Is N/A Allowed".

Steps
  1. Navigate to "Client > Case Management > Service Management > Assessments".
  2. Select desired client.
  3. Click "Add New" button to select desired assessment.
  4. On the assessment fill in any required fields.
  5. On the radio button question, check "NA/Unable to Assess".
  6. Click "Save" button.
  7. Re-open the event.
  8. Uncheck "NA/Unable to Assess".
  9. Check off the desired radio button answer.
  10. Save.
  11. Re-open the event.
  12. Validate your desired answer is saved.
Scenario 4: Validate Radio Buttons Are Disabled On Finalized/Locked Forms
Specific Setup:
  • Client must be enrolled in Active Program.
  • Program must have a Service Event with Radio Buttons on the Form.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select "Client" from preconditions.
  3. Click "Add Event" and select "Event" from preconditions.
  4. Fill in required fields and select responses using "Radio Buttons".
  5. Save form and click "Submit".
  6. Re-select the "Event" and validate that the "Radio Buttons" are disabled.
Topics
• Assessments • Client
ECS-51025 Summary | Details
10.1.0500.05
Deposit Slip
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance > Remittance Processing > Deposit Slip/Batch Checks > Batch
  • Deposit Slips
  • Deposit Slip Only [ADD]
  • GL Cash Accounts
  • GL A/R Temporary Unallocated Account
  • Regular Remittance Subform
  • Payers and Self-Payers
  • Plans/Contracts with Self-Pay
  • Receiver Information by Payer
  • AR Management
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • Journal Entries [VIEW]
  • Deposit Slip with Remittance [EDIT]
Scenario 1: Ensure General Ledger Journal Entries On Paid Claims Are Updated When Associated Deposit Slip Date Is Updated
Steps
  1. Navigate to "Finance > Remittance Processing > Deposit Slip/Batch Checks > Batch".
  2. Create a "Deposit Slip" using current date and "Batch Number" has a prefix of "A-" or "CC-".
  3. Click "Save", confirm validation message that "Batch Number" cannot contain these values.
  4. Enter a "Batch Number" without the suffix.
  5. Click "Save", confirm no validation message.
  6. Enter a check on this deposit slip.
  7. Click "Save", confirm validation message that "Total Deposit Amount" does not match "sum of the checks amounts".
  8. Update "Total Deposit Amount" to correct check amount, click "Save".
Topics
• Finance
ECS-51027 Summary | Details
10.1.0500.06, 10.1.0525.01, 10.1.0550
Administer OrderConnect Medication Via eMAR event.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • eMAR [ADD]
  • Medication History TOD Bands View
  • eMAR Outcomes
  • People Medication History eMAR Only
  • eMAR [EDIT]
Scenario 1: Validate Administering OC Medication Via eMAR Event
Specific Setup:
  • Requires a Client with a medication that has been entered via "OrderConnect".
  • Medication should be flagged as "Will be used for eMAR".
Steps
  1. Navigate to "Client > Client Information > Health Information > Medication Administration".
  2. Select "Client" from preconditions.
  3. Click "Add New" button and select "Add Event".
  4. Click on "eMAR".
  5. Click on "Medication" button and select desired "Medication".
  6. Set desired "Actual Date" and "Date/Time Administered".
  7. Click on "Time of Day Band" and select desired "Time of Day Band".
  8. Click on "Outcome" and select "Administered".
  9. Click "Save" button.
  10. Validate the "eMAR" event saves.
  11. Click on the "eMAR" event.
  12. Validate the "Quantity Remaining" is reduced by the amount administered.
Topics
• eMAR
ECS-51185 Summary | Details
10.1.0525.02, 10.1.0500.07, 10.1.0550
Program Enrollments Save During IBHIS Transactions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Personal Information > Demographics
  • Select Client
  • Client > Client Information > LA County Integration - NR > LA County Client Information
  • LA County IBHIS Search
  • Client > Client Information > Critical Information > Enrollment Information
  • Program Enrollment
  • Program Enrollment From Service Track
  • Provider Sites by Program (Vacancy)
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Critical Information
  • Program Enrollment From Service Track [ADD]
  • Program Listing By Agency and Worker
  • Placement Events by Agency/Program - People2
  • Worker Role (to a client or in a workgroup) Table
  • Client Service Entry
Scenario 1: LA IBHIS CIN Change Discharge Then Admit Existing Client
Specific Setup:
  • LA IBHIS-enabled myEvolv environment.
  • Two LA IBHIS Programs.
  • LA IBHIS Client enrolled in LA IBHIS Program #1.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information" and select the "Client".
  2. Click on "Display Menu of Actions" for the "LA IBHIS Program".
  3. Select "Correct/Close Program Enrollment".
  4. Discharge the Client with a "Discharge Type" of "CIN Change", "Contract Termination", or "Merged Client".
  5. Click on "Display Menu of Actions" for the Agency.
  6. Attempt to enroll the Client in the second "LA IBHIS Program".
  7. Note an alert message prevents the action.
  8. Click on "OK".
  9. Navigate to "Client > Client Information > Critical Information > LA County Integration > LA County Client Information".
  10. Click on the "Click Here to Prepare and Send LA County Related Data" link.
  11. Click on the "Discharge Client" button.
  12. Click on the "OK" button.
  13. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  14. Click on "Display Menu of Actions" for the Agency.
  15. Enroll the Client in the second "LA IBHIS Program".
  16. Note the enrollment is successful.
  17. Navigate to "Client > Client Information > Critical Information > LA County Integration > LA County Client Information".
  18. Click on the "Click Here to Prepare and Send LA County Related Data" link.
  19. Admit the "Client".
Topics
• LA IBHIS
ECS-51195 Summary | Details
10.1.0500.05, 10.1.0525.01, 10.1.0550
Optimized 835 Import Process to Support Large Files
Internal Test Only
Topics
n/a
ECS-51279 Summary | Details
10.1.0500.05, 10.1.0525.01, 10.1.0550
Mirror Billing and "Pre-Consolidate Services By Day" Setting
Scenario 1: Implement "Pre-Consolidate Services by Day" Setting
Specific Setup:
  • Test system must have a Rate that has the "Pre-consolidate Services By Day" flag checked on Rate History.
  • Test system must have a test Client with two services for the same day, billable with this Rate.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "Billing Run" for "Client" and "Services" from preconditions.
  3. Upon completion of "Billing Execution Interval" open "Batch" and confirm "Claim" has been created with expected "Amounts" and Units".
  4. Validate that the Claim shows both services in the "Billed Services Sub-Report".
  5. Navigate to "Client > Case Management > Service Management > Service Entry" and search/select "Client" from preconditions.
  6. Validate Service Entry screen that both "Services" show as "Billed".
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  8. Create a new "Billing Run" for the "Client" and "Services" from preconditions.
  9. Confirm that no new "Claims" generate for these same "Services".
Topics
• Finance
ECS-51296 Summary | Details
10.1.0475.06, 10.1.0500.06, 10.1.0525.01, 10.1.0550
FIT Assessments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Case Summary - NX [ADD]
  • MST FIT Assessment NX
  • Fit Assessment for PDF NX [ADD]
  • Program by Client's Service Track
  • PDF Content
Scenario 1: Support Creating FIT Assessment While Creating MST Case Summary
Steps
  1. Navigate to "Client > Case Management > MST Services > Case Summaries/Weekly Notes".
  2. Select a "Client" and Click "Add new > Add Event > Case Summary NX".
  3. Populate required fields and check "Yes" for FIT Assessment.
  4. Click "FIT Assessment" look up table and click "New".
  5. Create a "FIT Assessment" and save.
  6. Verify newly created "FIT Assessment" appears in look up table.
  7. Click the new "FIT Assessment" and save "Case Summary"
  8. Print and verify "FIT Assessment" appears.
Topics
• Client
ECS-51402 Summary | Details
10.1.0500.06, 10.1.0525.01, 10.1.0550
835 Containing Two Transactions for Same Claim
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
  • Claims Maintenance NX Form Set
Scenario 1: Validate 835 Payment Withdrawl and Full Payment
Specific Setup:
  • Requires a claim that has been partially paid.
  • Requires an "835 Remittance" that contains a "Withdrawal" for the partial payment and a "Full Payment" for the claim.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" button.
  3. Select "Upload 835".
  4. Select desired "835 Remittance" file.
  5. Set "Deposit Date".
  6. Click "Upload" button.
  7. Wait for "835 File" to process.
  8. Click "Actions" button.
  9. Select "Remittance Report".
  10. Click on desired "Claim" link.
  11. Click "Submissions" tab.
  12. Validate the "Claim Remittance Status" contains "Paid".
  13. Validate the "Claim Submission Balance" contains $0.00".
Topics
• Finance
ECS-51491 Summary | Details
10.1.0525.03, 10.1.0500.08, 10.1.0550
Improved Performance for eMAR Load
Scenario 1: Validate Load of eMAR Screen
Specific Setup:
  • Test system has a test user with limited Client access.
  • Test system has a test user with access to all Clients.
  • Test system has test Clients associated with different Facilities; these Clients have active as well as ended medications flagged "Will be used for eMAR".
Steps
  1. Navigate to "Taskbar > eMAR > eMAR > eMAR" logged in as test user with access to all Clients.
  2. Select desired Location and "Time of Day Band".
  3. Validate that all expected Clients are listed.
  4. Validate that only active medications for these Clients are available while ended medications are not.
  5. Validate that no Clients associated with a Facility other than that which was selected are listed.
  6. Log out of the system and then log back in as a user that has limited access to Clients.
  7. Navigate to "Taskbar > eMAR > eMAR > eMAR".
  8. Select desired Location and "Time of Day Band".
  9. Validate that only Clients that the user has access to are available.
Topics
• eMAR
ECS-51663 Summary | Details
10.1.0525.02, 10.1.0500.07, 10.1.0550
CareFabric Message Queue Post-Processing Performance Enhancement
Scenario 1: CareFabric Message Queue Post-Processing Performance Enhancement
Steps

Internal Testing Only.
Topics
• Setup
ECS-51917 Summary | Details
10.1.0500.09, 10.1.0525.04, 10.1.0550
Narrative Fields On Locked Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Basic Assessment [EDIT]
Scenario 1: Validate Modifying N/A Response On A Test/Assessment
Specific Setup:

Requires an assessment with at least radio button question flagged with "Is N/A Allowed".

Steps
  1. Navigate to "Client > Case Management > Service Management > Assessments".
  2. Select desired client.
  3. Click "Add New" button to select desired assessment.
  4. On the assessment fill in any required fields.
  5. On the radio button question, check "NA/Unable to Assess".
  6. Click "Save" button.
  7. Re-open the event.
  8. Uncheck "NA/Unable to Assess".
  9. Check off the desired radio button answer.
  10. Save.
  11. Re-open the event.
  12. Validate your desired answer is saved.
Scenario 2: Validate Radio Buttons Are Disabled On Finalized/Locked Forms
Specific Setup:
  • Client must be enrolled in Active Program.
  • Program must have a Service Event with Radio Buttons on the Form.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select "Client" from preconditions.
  3. Click "Add Event" and select "Event" from preconditions.
  4. Fill in required fields and select responses using "Radio Buttons".
  5. Save form and click "Submit".
  6. Re-select the "Event" and validate that the "Radio Buttons" are disabled.
Scenario 3: Validate Narrative Fields on Locked Forms Can Scroll To View Full Contents
Specific Setup:

Event with Radio Buttons, Checkboxes, and Narrative Fields available to schedule.

Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Choose a Client.
  3. Select the event from preconditions.
  4. Fill required fields, check a few radio buttons and checkboxes, and type a long description in the narrative field (sufficient content to trigger scrollbars).
  5. Save the event.
  6. Sign the event.
  7. Reopen the event.
  8. Validate radio buttons are disabled.
  9. Validate checkboxes are disabled.
  10. Validate narrative fields are disabled but can still be scrolled to view all content.
Topics
• Assessments • Client
ECS-52113 Summary | Details
10.1.0500.09, 10.1.0525.04, 10.1.0550
Modifying Treatment Planning Setup for Programs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Services Setup by Program Form Set
  • Agency-Program Setup for Treatment Planning [EDIT]
  • Routing Workflow Scheme
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • SchemeContractSetup
  • BillingSchemeForm
  • ServicePlanList
  • Client Search
Scenario 1: Validate Modifying Treatment Plan Setup
Specific Setup:
  • Requires a Client with a "Treatment Plan".
  • Scenario assumes the "Treatment Plan" is linked to a Payer/Plan Scheme under "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Schemes".
  • Client's Program does not have Family Case Treatment Planning configured.
Steps
  1. Navigate to "Agency Setup > Services Setup > By Program > Plan Setup".
  2. Click on desired "Program".
  3. Edit the "Program".
  4. Uncheck a setting such as "Can Submit".
  5. Click on "Routing Button" and select a route.
  6. Save.
  7. Navigate to "Client > Case Management > Plan Development > Planning".
  8. Select desired client.
  9. Validate the "Treatment Plan" is visible.
Topics
• Setup • Treatment Plans