myEvolv NX 10.1.0575.07 Acceptance Tests

• Available client event to submit.
• Available client event to e-sign.
• Access to "Service/Case Notes & Planning Approval".

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Select a Client.
3. Add a submit event.
4. Fill form, save and submit.
5. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
6. Approve the event.
7. Navigate to "Client > Case Management > Service Management > Service Entry".
8. Reopen the event.
9. Print preview the form.
10. Validate only one signature per staff is displayed (Name, Job Title, Credentials).
11. Navigate back to "Client > Case Management > Service Management > Service Entry".
12. Add an e-sign event.
13. Fill form, save and e-sign.
14. Reopen the event.
15. Print preview the form.
16. Validate only one signature per staff is displayed (Name, Job Title, Credentials).

Large amount of finance claims.

1. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
2. Click "Select a Claim".
3. Search for claims and validate claims load.
4. Validate Status/Action columns are aligned.
5. Select a claim.
6. Validate Claim Loads.

Services have been billed.

1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
2. Select the Claim Receiver associated with Claims from preconditions.
3. Set Claim Output Format to Desired Format and update any required fields, save.
4. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
5. Generate an output for your claim.
6. Validate information appears on form.
7. Repeat for additional custom outputs.

New Staff Import File with a minimum required fields populated (id_no, last_name, first_name, npi_number, use_eid_authentication, eid_username).

1. Navigate to "Agency > Staff & Security > Import Staff File > File".
2. Click "Select file > New".
3. Choose an Import Staff.xlsx file.
4. Upload file and verify uploaded correctly.
5. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
6. Select "Staff Name" associated with xlsx file uploaded.
7. Confirm that the "Use NIAM Authentication" and "NIAM Username" fields are filled with the data populated in the use_eid_authentication and eid_username columns from the staff import file, respectively.

New Staff Import File with a minimum required fields populated (id_no, last_name, first_name, npi_number) with NIAM fields not populated (use_eid_authentication, eid_username).

1. Navigate to "Agency > Staff & Security > Import Staff File > File".
2. Click "Select file > New".
3. Choose an Import Staff.xlsx file.
4. Upload file and verify uploaded correctly.
5. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
6. Select "Staff Name" associated with xlsx file uploaded.
7. Confirm that the "Use NIAM Authentication" and "NIAM Username" fields are not filled/disabled.

• Staff 1 has Administrative rights,
• Staff 2 is a non-admin user.
• Access to Security for Event.

1. Login as Staff 1.
2. Navigate to "Agency Setup > Event Setup > People > Events Setup".
3. Select an Event Category.
4. Remove access for Worker Role from Security for Event.
5. Navigate to "Client > Case Management > Service Management > Service Entry".
6. Select a Client and create an event with the updated security.
7. Log out and log in as Staff 2.
8. Navigate to "Client > Case Management > Service Management > Service Entry".
9. Select the same Client and select "View Tasks" list from the Actions drop down list.
10. Validate that the event displays as not available and "Open Event" option is not available.

Client Event with multiple test questions, user defined field(s), and document upload fields.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Select desired Client.
3. Add event from preconditions.
4. Fill form and Save as Draft.
5. Reopen Event and verify information saved.
6. Save form.
7. Reopen Event and verify information saved.

Test system must have Assessment containing all question types. At least two of these questions must have "Remarks" associated.

• Pick-list
• Numeric
• Narrative
• Date
• Single Select with default Answer
• Single Select without default Answer
• Multi-Select
• Multi-Select with NA

1. Navigate to "Client > Case Management > Service Management > Assessments".
2. Select "Client".
3. Click "Add New" button.
4. Click "Add Event".
5. Select the "Test/Assessment" from preconditions.
6. Enter all required fields.
7. Select answer for "Pick-list" question.
8. Enter alphabetic characters in "Numeric" question.
9. Validate that system will warn you to enter a numeric value.
10. Enter alphanumeric character in "Numeric" question.
11. Validate that system will warn you to enter a numeric value.
12. Enter number in "Numeric" question.
13. Enter text in "Narrative" question.
14. Enter Date in "Date" question.
15. Confirm that "Single Select with default Answer" has appropriate answer selected.
16. Select different answer on "Single Select with default Answer".
17. Confirm the default answer is no longer selected.
18. Confirm that "Single Select without default Answer" has nothing selected.
19. Select an answer on "Single Select without default Answer".
20. Select answer on "Multi-Select" question.
21. Select another answer on "Multi-Select" question.
22. Confirm that both answers are selected for "Multi-Select" question.
23. Select answer on "Multi-Select with NA".
24. Select "NA" on "Multi-Select with NA" question.
25. Confirm that previously selected answer for "Multi-Select with NA" is no longer selected.
26. Set "NA Reason".
27. Click "Remarks" button for first question that includes Remarks.
28. Enter text in the "Assessment Remarks" form and Save.
29. Click "Remarks" button for second question that includes Remarks.
30. Enter text in the "Assessment Remarks" form and Save.
31. Save the Test/Assessment.
32. Open the saved Test/Assessment.
33. Validate that all questions contain the answers as entered.

Client Event with multiple test questions, user defined field(s), and document upload fields.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Select desired Client.
3. Add event from preconditions.
4. Fill form and Save as Draft.
5. Reopen Event and verify information saved.
6. Save form.
7. Reopen Event and verify information saved.

Test system must have Assessment containing all question types. At least two of these questions must have "Remarks" associated.

• Pick-list
• Numeric
• Narrative
• Date
• Single Select with default Answer
• Single Select without default Answer
• Multi-Select
• Multi-Select with NA

1. Navigate to "Client > Case Management > Service Management > Assessments".
2. Select "Client".
3. Click "Add New" button.
4. Click "Add Event".
5. Select the "Test/Assessment" from preconditions.
6. Enter all required fields.
7. Select answer for "Pick-list" question.
8. Enter alphabetic characters in "Numeric" question.
9. Validate that system will warn you to enter a numeric value.
10. Enter alphanumeric character in "Numeric" question.
11. Validate that system will warn you to enter a numeric value.
12. Enter number in "Numeric" question.
13. Enter text in "Narrative" question.
14. Enter Date in "Date" question.
15. Confirm that "Single Select with default Answer" has appropriate answer selected.
16. Select different answer on "Single Select with default Answer".
17. Confirm the default answer is no longer selected.
18. Confirm that "Single Select without default Answer" has nothing selected.
19. Select an answer on "Single Select without default Answer".
20. Select answer on "Multi-Select" question.
21. Select another answer on "Multi-Select" question.
22. Confirm that both answers are selected for "Multi-Select" question.
23. Select answer on "Multi-Select with NA".
24. Select "NA" on "Multi-Select with NA" question.
25. Confirm that previously selected answer for "Multi-Select with NA" is no longer selected.
26. Set "NA Reason".
27. Click "Remarks" button for first question that includes Remarks.
28. Enter text in the "Assessment Remarks" form and Save.
29. Click "Remarks" button for second question that includes Remarks.
30. Enter text in the "Assessment Remarks" form and Save.
31. Save the Test/Assessment.
32. Open the saved Test/Assessment.
33. Validate that all questions contain the answers as entered.

• Client enrolled in Program.
• Client has new Referral to a Program with a status of "Pending".

1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
2. Enable "My Pending Referrals" Widget.
3. Search for "Client" from preconditions.
4. Click "Edit Referral" button.
5. Navigate to "Worker Assignments".
6. Click "Add New > Add Event > Staff Responsible or Referral".
7. Fill out form and save.
8. Verify new event appears under "Completed Events" and "Referral > Referrals Made > View Worker Assignments > Staff Responsible for Referral".

• Service event setup to save as draft.
• Service event has Start Date/Time and End Date/Time inputs.
• Service event has an Activities - Other.
• Activities - Other -B2E has Start Time and End Time inputs.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Select a Client.
3. Add the desired Event.
4. Fill parent event Start and end Date/Times.
5. Add a child event and fill Start/End Times, then save as draft.
6. Validate the parent event and child event have not calculated durations.
7. Reopen the event.
8. Add a new child event with Start/End Times, then save.
9. Validate main event and two child events now have calculated their duration times.

Access to "Agency > Staff & Security > Staff Information > Vacation Schedule".

1. Navigate to "Agency > Staff & Security > Staff Information > Vacation Schedule".
2. Select a Staff and add a staff time off event.
3. Fill form and Save.
4. Validate staff time off event appears under Completed Events.
5. Schedule a staff time off event.
6. Fill form ensuring "Person" and "Staff Responsible" field contain same staff, then Save.
7. Validate staff time off event appears under Scheduled Events.

At least one Client has medications administered.

1. Navigate to "Reports > Clients > Health/Medical > Medication Administration Grid".
2. Set the Year and Month filters and Select a Report Selection.
3. Set the parameter to "Facility - Client Enrolled" and Select a facility.
4. Click Preview.
5. Verify Report loads and contains information expected.

• 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".

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 > AR Management".
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.

• Test requires two finance users; one of whom has access to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
• Test system must have claims that can have Calculate Rate applied in "Finance > Remittance Processing > Remittance Application > AR Management".
• Test system must have billing interval set long enough to allow the test to be performed without the interval picking up available runs.
• Test system requires a billing request to be submitted and ready to run.

1. One test user will pull up desired test claims in AR Management and add status and action.
2. Working in coordination, this tester will select "Calculate Rate" for these claims.
3. While Calculate Rate is running, the second tester will click "Start Billing Now" from "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
4. Validate that system displays message "Billing Job Started".
5. Click "Refresh"; validate that the billing job is executing.
6. Cancel the "Calculate Rate" changes if desired.

Access to "Setup > System > EvolvCS System Setup > System Settings/Preferences".

1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
2. Verify and take note of "Inactivity Timeout" value.
3. Wait for X amount of minutes.
4. Validate Timeout warning appears last 5 minutes of inactivity.
5. Validate successful logout.
6. Log back in using same user.
7. Validate successful login from timeout screen.

Access to Call Center.

1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
2. Start a new call.
3. Fill required info but do not fill client name.
4. Minimize the call and verify "No person identified...".
5. Reopen the call and enter client first and last name but do not select a Client from the table.
6. Minimize the call and verify no errors.
7. Reopen the call and select a client but do not choose an event.
8. Minimize the call and verify no errors.
9. Reopen the call and select an event.
10. Fill required event info.
11. Minimize the call and verify no errors.
12. Reopen the call and save.
13. Verify call Saved.

1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
2. Start a new call.
3. Fill form and select an event.
4. Change the event.
5. Validate event links on left get replaced instead of creating new rows indefinitely.

• Call Center event with Follow Up events linked exists in test system.
• Two Incomplete Calls in system.
• Call Documentation with test assessment.

1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
2. Note the number of calls that are listed as Incomplete.
3. Click on "New Call".
4. Populate:
5. 'Date of Call'
6. ‘Time of Call’
7. ‘Staff Receiving Call’
8. ‘Phone Number’
9. ‘Brief Nature of the Call’
10. ‘Client First Name’
11. ‘Client Last Name’
12. ‘Client Gender’
13. ‘Client Date of Birth’
14. Click "Next".
15. Choose Desired Client under Client Selection.
16. Click "Next".
17. Choose an event under Call Documentation.
18. Fill form.
19. Click "Save & Close".
20. Note that this call is now listed under "Incomplete Calls" and the call count has increased by 1.
21. Click on "Open Call" for this call from the "Incomplete Calls" section.
22. Click "Save & Mark Completed".
23. Confirm the call is no longer shown under "Incomplete Calls" listing and the call count has decreased by 1.
24. Use Filters to search for two Incomplete Calls from setup.
25. Open 1st Incomplete Call.
26. Take note of information on form.
27. Click "Minimize".
28. Open 2nd Incomplete Call.
29. Click "Minimize".
30. Click "Open Call" on 1st Incomplete Call under "Unsaved Calls".
31. Validate no error message appears when opening and information on form is unchanged.
32. Start a New Call
33. Fill required information and Hit Next.
34. Select a client.
35. Select an event that has a test under Call Documentation.
36. Fill out some test field values.
37. Click "Minimize".
38. Open minimized call from Unsaved Calls.
39. Fill remaining required fields and click "Save & Mark Completed".
40. Open the call and verify the values on the questions were saved.

• Custom Report setup and ready to run (with typically long load times).
• Access to System settings.

Internal Testing Only.

1. Navigate to “Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting”.

2. Go to “Report Designer” tab.

3. Select custom report with multiple data types.

4. Scroll down to “Report Columns” section and configure different data types (phone number, SSN, DateTime, etc.).

5. In the “Sort By” section, configure some of the columns to be sorted by their relative data types.

6. Under “Actions”, click “Launch Report” and it will open in another tab.

7. In that tab, click “Run as CSV”.

8. Verify the selected data types are shown in the report and in the desired order.

Custom Report with parameter searches set.

1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
2. Launch a custom report.
3. Run the report and validate desired data displays.
4. Set one of the parameters and rerun the report.
5. Validate report honors parameter.
6. Set another parameter and run report.
7. Validate report honors both parameters.

• Two available logins (ex: Staff A and Staff B).
• Both logins have access to Front Desk NX.
• One login able to send an alert.
• One login able to schedule appointment and check in client.

1. Log into both users.
2. Navigate to "Taskbar > Alerts > Alerts > Alerts" using Staff A.
3. Send an alert to Staff B.
4. Validate alert appears for Staff B.
5. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX" using Staff A.
6. Click "View Calendar" and create a scheduled appointment for Staff B.
7. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX" using Staff B.
8. Check in the Client using Staff A.
9. Validate alert appears for Staff B stating "Desired Client has Arrived".

Access to Front Desk Calendar.

1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
2. Click "View Calendar".
3. Select Desired Staff and Schedule an appointment.
4. Fill required appointment details and save.
5. Validate desired appointment label contains Event Name and Start to Finish Time for event.
6. Close the Calendar and Refresh Front Desk NX.
7. Validate desired appointment contains Event Name and Start to Finish Time for event.

• Workflow setup to assign Staff Responsible.
• Client available to enroll in program.

1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
2. Assign Client to Program setup with Workflows.
3. Assign Desired Primary Staff that's different from Workflow "Staff Responsible".
4. Navigate to "Client > Case Management > Service Management > Service Entry".
5. Validate events auto populated for newly assigned program based on Workflows.
6. Validate Staff assigned is correct "Staff Responsible" from Workflows.

• Workflow setup to assign Worker Role.
• Client available to enroll in program.

1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
2. Assign Client to Program setup with Workflows.
3. Assign Desired Primary Staff.
4. Assign a second staff with "Worker Role" from Workflows.
5. Navigate to "Client > Case Management > Service Management > Service Entry".
6. Validate events auto populated for newly assigned program based on Workflows.
7. Validate Staff assigned is correct "Worker Role" from Workflows.

• Workflow setup to trigger upon assigning Service Event to client.
• Client enrolled in program which uses the trigger event.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Add Trigger event from setup.
3. Wait 30 seconds and refresh.
4. Validate workflow events get scheduled automatically based on workflow conditions.

• Workflow setup to trigger upon assigning Service Event to Family Case.
• Family Case enrolled in program which uses the trigger event.

1. Navigate to "Family Cases > Clinical Information > Service Management > Service Entry".
2. Add Trigger event from setup.
3. Wait 30 seconds and refresh.
4. Validate workflow events get scheduled automatically based on workflow conditions.

Client enrolled in program that contains an assessment with all question types.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Select a client then add an assessment that contains all question types.
3. Fill form and save.
4. Reopen form and attempt to Print Form.
5. Verify print preview appears.

• Event with the "before save code" of that form has "propagateDuration2ParentEvent()".
• Parent form has duration disabled.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Select a Client.
3. Add the event from setup.
4. Fill required fields and add one Other Activities item with a duration.
5. Save form and validate total duration is the same as the Other Activities duration.
6. Reopen the form and add another Other Activities row.
7. Save form and validate total duration is the sum of all the Other Activities duration.

• Service event setup to save as draft.
• Service event has Start Date/Time and End Date/Time inputs.
• Service event has an "Activities - Other".
• Activities - Other -B2E has Start Time and End Time inputs.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Select a Client.
3. Add the desired Event.
4. Fill parent event Start and end Date/Times.
5. Add a child event and fill Start/End Times, then save as draft.
6. Validate the parent event and child event have not calculated durations.
7. Reopen the event.
8. Add a new child event with Start/End Times, then save.
9. Validate main event and two child events now have calculated their duration times.

• Requires an existing Client not enrolled into a Care Day program.
• Client has an address listed in demographics.
• Requires a Care Day program.

1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
2. Select a Client.
3. Enroll the client into a new program, fill required information and save.
4. Refresh Client information.
5. Validate location changes to new program enrollment Facility.
6. Transfer the facility to another location.
7. Refresh Client information.
8. Validate location changes to newly transferred program Facility.
9. Delete the new program enrollment.
10. Refresh Client information.
11. Validate location changes to previous program enrollment Facility.

Existing Client enrollment.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Take note of enrollment date for Program.
3. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
4. Change enrollment date by clicking "Correct Close Program Enrollment" on program.
5. Navigate to "Client > Case Management > Service Management > Service Entry".
6. Verify enrollment date changed.

• Requires a Client enrolled into a Care Day program.
• Requires Client with address information.

1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
2. Select Client which is enrolled in a program.
3. Validate Client location is same as program facility location.
4. Close Program Enrollment for the program.
5. Refresh and Validate Clients location reverts to Clients address.
6. Revert the Close Program Enrollment.
7. Refresh and Validate Client location back to program facility location.

Client admitted to Agency and at least one Program.

1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
2. Select "Client" from preconditions.
3. Discharge the Client from Agency, taking note of "Closing Reason" and "Outcome".
4. Click "Correct/Close Program Enrollment" and verify "Reason for ending" and "Outcome" match what was chosen during the Agency Discharge.

• Requires a claim that can be remitted for "Facility Placement" service.
• Rate for the "Facility Placement" should be set up to break for "Placement Disruptions"

1. Navigate to "Client > Client Information > Critical Information > Placement Disruptions".
2. Select desired client.
3. Click "Add New" and select desired "Placement Disruption".
4. Set the dates so that it starts at the end of the month and ends in the beginning of the next month.
5. Save.
6. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
7. Select desired "Remittance".
8. Set parameters to search for the desired "Claims".
9. Add a "Denial" to the claim.
10. Click "Add Action".
11. Select "Resubmit".
12. Select "Calculate Rate".
13. Validate the resulting submissions have broken the claim by the "Placement Disruption".

1. Scenario works with a client and has an existing claim for 2 months of placement services.
2. Requires a rate that is set up with placement disruption rule to break on PD.

1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
2. Reprocess desired billing run.
3. Start a new billing run.
4. Validate consolidated claims break by placement disruption when PD spans into the next month.

• Client set up with multiple disruptions during the billing month, some should span more than one day and at least one should be for a single day.
• Billing batch available to reprocess for billing month for Desired Client.

1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
2. Search for desired claim.
3. Reprocess the claim.
4. Start a new billing run.
5. Validate claims are generated.
6. Validate that the system creates separate claims for the billable placement disruptions that are on non-consecutive days and creates single claim for placement disruption that spans consecutive days.

• Access to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
• Access to Calendar.

1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
2. Select system.
3. Set the "Inactivity Timeout (hh:mm)" to a low interval for testing and Save.
4. Log out of and back into the system in order for the new logout timer to be applied.
5. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
6. Click the Calendar button.
7. Wait for timeout duration to complete.
8. Observe the Calendar will close upon timeout.

Available Referral with pending status.

1. Navigate to "Program Referrals > Program Referrals > Referral Information > Referral Information".
2. Select "Referral" from preconditions.
3. Open the referral to agency.
4. Update/Add Pending referral Status to current date/time.
5. Save and log out.
6. Change time zone back by 1 hour.
7. Log in.
8. Navigate to "Program Referrals > Program Referrals > Referral Information > Referral Information".
9. Select same "Referral".
10. Open the referral to agency.
11. Add Accepted referral Status.
12. Set date to current date
13. Set time to 1 hour before Pending Status Time
14. Attempt to save.
15. Validate error message displays with "Referral Statuses cannot overlap.".
16. Change Accepted Status Time to 59 minutes before Pending Status Time.
17. Save and verify no validation messages display.

• "Only Lock Group Events at Group Level" setting enabled under "Agency Setup > Agency > Agency > Agency Information".
• People Event with a SubReport on a form that has a "people_id" as primary join.
• Group Event with different form used for people and group events.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Choose a Client and Add Event (from setup).
3. Fill form and validate SubReport contains information.
4. Save and Submit event.
5. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
6. Open submitted event and validate SubReport still contains identical information.
7. Navigate to "Groups > Service Management > Service Management > Service Entry".
8. Choose a Group and Add Event (from setup).
9. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
10. Open submitted event and validate it opens the group form header, and that there is a "Group Members" list group item.

• Available Test Form to edit.
• Test form contains at least two existing Test Groups.

1. Navigate to "Setup > Treatment and Tests > Test Setup > Test Design – People".
2. Select a User-Defined test that isn't being used yet.
3. Drag and drop a new "Test Group" into the test between two existing groups.
4. Confirm that existing groups "Order" values are updated to make room for the newly added group.
5. Add new Test questions/items into the new Test Group and take note of the ordering.
6. Save Test.
7. Confirm that new "Test Group" with it's Test Items are all in the same order/placement as you dragged them before saving, and that their ordering is the same as before.
8. Test dragging one of the Test Items to a new place in the test.
9. Save and confirm that the Item orderings have updated accordingly.

• "MN DHS Occupancy Coefficient" is populated on service facility.
• "Include rate code in HI segment (for NYSDOH)" is not checked.
• "Include Covered Days in HI" segment is checked.
• "Output Non-Covered Days" is not checked on rate.
• Test system contains a test batch for this receiver with claims tied to the service facility above.

1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
2. Create the 837 output for your test batch.
3. Start Billing Run.
4. Download the 837 output file.
5. Verify in the 837 file that all claims in this file have the following: "HI*BE:24:::[Coefficient Field]*BE:80:::[Number of days of service]".
6. Note: The number after "BE:24" should always be the value entered for your test facility in the coefficient field. The number after "BE:80" should be the number of days/units for that claim.

• "MN DHS Occupancy Coefficient" is not populated on service facility.
• "Include Covered Days in HI" segment is checked.
• "Include rate code in HI segment (for NYSDOH)" is not checked.
• "Output Non-Covered Days" is checked on rate.
• Test system contains a test batch for this receiver with claims tied to the service facility above.

1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
2. Create the 837 output for your test batch.
3. Start Billing Run.
4. Download the 837 output file.
5. Verify in the 837 file that all claims in this file have the following: "HI*BE:80:::[Number of days of service]*BE:81:::[Number of non-covered days]".