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myEvolv NX 10.1.0575 Acceptance Tests

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ECS-32302 Summary | Details
Client And Referral Search Wizards
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Gender Table
  • Initial Enrollment for New Person [ADD]
  • New Client Personal Information [EDIT]
  • Outside Organizations - distinct
  • Person Information [ADD]
  • Placement Events by Agency/Program - People2
  • Program Listing By Agency and Worker
  • Provider Sites by Program (Vacancy)
  • Referral Reason Table
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Wizard
  • Worker Role (to a client or in a workgroup) Table
  • Message from webpage - Are you sure you want to close this wizard and cancel changes?
  • Select Group
Scenario 1: Prevent Creation Of Client As Same Person As Staff in myEvolv
Specific Setup:

Staff and Client records with similar names.

Steps
  1. Navigate to "Client Module".
  2. Create a new Client under “New Intake Wizards”.
  3. Fill out required fields using similar name and click “Proceed”.
  4. Validate "Staff Name" from preconditions is not available to select from "Wizard Process - Intake".
  5. Navigate to “Agency > Staff & Security > Staff Profiles with Security”.
  6. Click “Select Name” and "New".
  7. Fill out required fields, using the similar name and click "Proceed".
  8. Validate "Client Name" from preconditions is not available to select from "Wizard Process - Staff".
Scenario 2: Prevent Creation of Staff and Client As Same Person In Groups
Specific Setup:

Staff and Client have similar names.

Steps
  1. Navigate to "Groups > Group > Information > Enrollments" and select an existing Group.
  2. Press "Add New" and create a new "Group Enrollment" event to launch the "Wizard Process - Support Group Enrollment".
  3. Fill out the required fields with the similar name from preconditions, click "Proceed".
  4. Confirm that only the Client with that name and not the Staff shows up in the search results (along with other non-staff people).
Topics
• Client • Family Cases • Groups • Setup • Staff
ECS-40588 Summary | Details
Viewing Sent Alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AlertListing
  • Alerts - View Sent [VIEW]
Scenario 1: Validate Appropriate Alert Form Displayed Depending on Whether Alert Is Received, Sent, or Archived in NX
Specific Setup:

Alerts in Inbox, Sent, and Archive mailbox.

Steps
  1. Navigate to "Taskbar > Alerts > Alerts > Alerts".
  2. Set the Mailbox to "Inbox".
  3. Open any alert.
  4. Confirm that popup form is the "Alerts - View" form.
  5. Change the Mailbox to "Sent".
  6. Open a sent alert.
  7. Confirm that popup form is now the "Alerts - View Sent" form.
  8. Confirm that "Alerts - View Sent" form contains the generic "Delete" button.
  9. Confirm that pressing "Delete" properly removes the sent alert.
  10. Change the Mailbox to "Archive".
  11. Open an archived alert.
  12. Confirm that popup form is now back to the "Alerts - View" form.
Topics
• Taskbar
ECS-47829 Summary | Details
Form Designer Change Casing of Captions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Families - Client Mode
  • Generic Test Form [VIEW]
  • NX Test [EDIT]
  • Setup > User Tools > Interface Design > Form Designer
  • Test Designer
Scenario 1: Testing of NX Interface Design/Test Designer - Verify Test Designer is available via Form Designer
Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Click "Form Family" and select desired record.
  3. Pin desired form.
  4. Make changes to the form and save.
  5. Preview the form and verify changes.
  6. Modify a "Caption" by changing upper or lower case of a letter.
  7. Save and verify changes are saved.
Topics
• Setup
ECS-47866 Summary | Details
Large Listings Display All Records
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Event Categories/People - User Modifiable
  • Event Definitions - People Based Form Set
Scenario 1: Validate Bottom Records Display Full Row When Scrolled to the Bottom of a View
Specific Setup:
  • Client has at least a dozen Completed Events and Scheduled Events.
  • Access to "Agency Setup > Event Setup > People > Events Setup".
Steps
  1. Navigate to "Agency Setup > Event Setup > People > Events Setup".
  2. Select an "Event Category".
  3. Scroll to the bottom of the listing and confirm last listing is fully visible.
  4. Navigate to "Client > Case Management > Service Management > Assessments".
  5. Scroll to the bottom of "Completed Events" and "Scheduled Event" tables.
  6. Confirm last listing is fully visible.
Topics
• Agency Setup • Client
ECS-48030 Summary | Details
Memo Fields on SubForms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Center Search Forms [ADD]
  • Call Center Search Forms [EDIT]
  • Call Disposition with Intake [EDIT]
  • CallCenterlisting
  • New Referral to the Agency [ADD]
  • Notes - Subform [ADD]
  • Referral Reason Table
  • Referral Source - Referral In
  • Referred to Discharge
Scenario 1: Call Center With Expanding SubForms
Specific Setup:
  • Call Event Documentation with "Participating Staff/Notes" SubForm available.
Steps
  1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
  2. Start a new call event for Client 1 that uses a completing form (i.e. Request of Referral).
  3. Validate that "Participating Staff/Notes" SubForm expands and preserves the frame/text content when typing enough to expand the textbox.
Topics
• Call Center
ECS-48103 Summary | Details
Front Desk Calendar and Holidays
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Holiday Schedule [EDIT]
  • FrontDeskCalendar
  • FrontDeskCheckIn
Scenario 1: Validate Attendance Holiday Does Not Appear In Front Desk Calendar
Specific Setup:

Requires a "Holiday Schedule" that is flagged as "For Attendance Facilities".

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click "Calendar" button.
  3. Click on desired date that is set to "Agency Holiday" for attendance facilities.
  4. Validate "Agency Holiday" text does not exist on the desired date.
  5. Click "Week" tab.
  6. Validate "Agency Holiday" text does not exist on the desired date.
  7. Click "Month" tab.
  8. Validate "Agency Holiday" text does not exist on the desired date.
  9. Click on desired "Staff".
  10. Click on "Day" tab.
  11. Validate "Agency Holiday" text does not exist on the desired date.
  12. Click "Week" tab.
  13. Validate "Agency Holiday" text does not exist on the desired date.
  14. Click "Month" tab.
  15. Validate "Agency Holiday" text does not exist on the desired date.
Topics
• Calendar
ECS-48127 Summary | Details
Anchors in Family Case Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Activities - Group Activities [ADD]
  • Client Service Entry
  • Family Case Assessment2 [ADD]
  • Get Date Time [EDIT]
  • Select Family Case
  • Select Group
Scenario 1: Validate Case Members and Group Members Sub Forms Shift Focus To Correct Location
Specific Setup:
  • Family case service that is active and a family case enrolled in program that provides this service.
  • Group enrolled in program that provides a service.
Steps
  1. Navigate to "Family Cases > Clinical Information > Service Management > Service Entry".
  2. Select a desired Family.
  3. Add a new event.
  4. Click Case Members text from list.
  5. Validate that focus shifts to the Case Members sub form.
  6. Navigate to "Groups > Service Management > Service Management > Service Entry".
  7. Select a desired Group.
  8. Add a new event.
  9. Click Group Members text from list.
  10. Validate that focus shifts to the Group Members sub form.
Topics
• Family Cases
ECS-48261 Summary | Details
Printing Form Groups
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Form Families - Client Mode
  • FormDesigner
  • Interface Design Form Set
  • NX Sub Report [EDIT]
  • Print Preview
Scenario 1: Validate Setting All Elements of Form Group To “Hide on Form Print?” Hides Header When Printing Form
Specific Setup:

Client enrolled into a Program with modifiable event.

Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Choose a "Form Family" and pick a "Form" to edit (recommended event form).
  3. Change all fields within a "Form Group" to have the setting "Hide on Form Print?" unchecked.
  4. Navigate to "Client > Case Management > Service Management > Service Entry".
  5. Choose a Client and add the modified Event.
  6. Verify "Form Group" is visible on form.
  7. Click "Print > Print Form".
  8. Verify "Form Group" is visible when printing.
  9. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  10. Change all fields within a "Form Group" to have the setting "Hide on Form Print?" checked.
  11. Navigate to "Client > Case Management > Service Management > Service Entry".
  12. Choose the same "Client" and add the modified Event.
  13. Verify "Form Group" is visible on form.
  14. Click "Print > Print Form".
  15. Verify "Form Group", including the header, is not visible when printing.
Topics
• Client • Setup
ECS-48389 Summary | Details
Service Entry Screen and Billed Child Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • BillingProcessHistory
  • Client Search
  • Client Service Entry
  • Immediate Billing Run Request [ADD]
Scenario 1: Validate Child Event Displays Billed Status In Service Entry
Specific Setup:
  • Requires a client with an "Event" that contains a "Child Event".
  • "Child Event" must be billable.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" button.
  3. Generate a billing run to billed desired "Child Event".
  4. Validate a claim is generated for the desired event.
  5. Navigate to "Client > Case Management > Service Management > Service Entry".
  6. Select desired client.
  7. Validate the "Status" for the "Child Event" is listed as "Billed".
Topics
• Service Entry
ECS-48463 Summary | Details
Workflows – Program With Same Start Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • General Service Note (auto date) [ADD]
  • Tests and Assessments (People) [ADD]
Scenario 1: Client with Two Programs of the Same Start Date Sharing Same Workflow Event
Specific Setup:

Client is enrolled in multiple Programs with the same Start Date.

Steps
  1. Navigate to “Client > Case Management > Service Management > Service Entry”.
  2. Search and select client using the “Search” bar.
  3. In one program, under “Add Event”, schedule the first trigger with a start date.
  4. Click "Refresh" and the "Scheduled Task" should be scheduled.
  5. In the second program, under "Add Event", schedule the second trigger with the same start date.
  6. Click "Refresh" and the "Scheduled Task" should be scheduled.
Topics
• Client • Event Setup • Workflows
ECS-48665 Summary | Details
Form Designer and Assessment Copy
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Families - Client Mode
  • FormDesigner
  • NX Test Setup Header [ADD]
  • Setup > User Tools > Interface Design > Form Designer
  • Test Designer
Scenario 1: Validate Copied Assessment in Form Designer Creates the Copy as a User Defined Form
Steps
  1. Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
  2. Create a "New Test".
  3. Click the newly created Test and create a copy.
  4. Validate both tests are user defined.
  5. Click a System Form Test.
  6. Create a copy of the System Form.
  7. Validate copied test is user defined.
  8. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  9. Validate all 3 assessments are user defined.
  10. Create a copy of a System Form.
  11. Validate copy of System Form Assessment is user defined.
Topics
• Setup
ECS-48739 Summary | Details
Decimal Values
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 270 Service Type Code
  • Ambulatory Patient Group
  • Billing Rate - Placement Based NX
  • Billing Rate - Placement Based NX [EDIT]
  • Billing Rate Header - Placement
  • Billing Rate Header - Placement [EDIT]
  • Claim Consolidate Category
  • Create New Rate
  • Daily Client Unit Cap Category
  • Diagnosis Groups
  • Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)
  • Payers Setup Table
  • Periods
  • Plans/Contracts by Payer and Receiver
  • Procedure Codes for Billing
  • Rate application rule
  • Types of Rates
Scenario 1: Create Rate NX - Placement
Specific Setup:

Payer has an existing Placement Rate.

Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  2. Select a payer and and view placement based rates.
  3. Expand one rate and Edit History to access "Billing Rate Placement Based NX form".
  4. Check "Rate Applies to a Full Period" to enable "If fixed Number, Divisor Value" field
  5. Enter a decimal value more than 13 decimal points (ex: 10.1234567890123456), save.
  6. Reopen the "Rate History" and validate the field has truncated to 13 decimal places.
Topics
• Finance Setup
ECS-48767 Summary | Details
Improved Logic with outputting the Service Facility info in 837 when Place of Service is 12
Scenario 1: 837p - "When POS is Home suppress SF Loop" is checked, need to fully suppress 2310c regardless of any other variable
Specific Setup:
  • Test system has receiver with flag "When POS is Home Suppress SF Loop" checked.
  • Test system has claim linked to this receiver where place of service (POS) is 12.
Steps
  1. Create 837 output for test claim with POS = 12.
  2. Validate that the address is suppressed in loop 2310C in the 837 output.
Topics
• Finance
ECS-49304 Summary | Details
Group Events and Service/Case Notes & Planning Approval
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Activities - Group Activities [ADD]
  • Client Search
  • Client Service Entry
  • Get Date Time [EDIT]
  • Select Group
  • SupervisorModule
Scenario 1: “Service/Case Notes & Planning Approval” – Validate Correct Event Form Pulled and Sub-Reports Displaying Information
Specific Setup:
  • "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.
Steps
  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.
Topics
• Client • Groups • Supervisor • Taskbar
ECS-49355 Summary | Details
DSR Service Entry and Non Driving Line SubForms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security for Reports
  • Client Participation Response
  • Client Search
  • Client Service Entry
  • Cue Type
  • DSR Service Completion Form NX [ADD]
  • dsr_ServiceEntry
  • Location Table (Service)
  • Report: DSR Report
  • Treatment Plan 2 Event Link DSR NX Non-Driving Subform
  • Treatment Plan 2 Event Link DSR NX Subform
  • Treatment Plan Actions (DSR) NX
Scenario 1: Validate DSR Service Entry And Non Driving Line SubForm
Specific Setup:
  • Requires a client with a "Treatment Plan" that contains DSR Services.
  • At least one DSR Event should be set up with "Non-Driving Form Line Treatment Plan Link SubForm.
Steps
  1. Navigate to "Taskbar > DSR Service Entry > DSR > DSR Service Entry".
  2. Select desired "Program and Facility".
  3. Check desired event.
  4. Fill in required fields including "Treatment Plan" link information.
  5. Save.
  6. Navigate to "Reports > Clients > Services & Treatment > DSR Report".
  7. Set desired parameters.
  8. Click "Preview".
  9. Validate the report contains desired data from "DSR Event".
  10. Navigate to "Client > Case Management > Service Management > Service Entry".
  11. Select desired client.
  12. Open desired event.
  13. Validate "Treatment Plan Link" SubForm contains desired data.
Topics
• DSR • Reports
ECS-49435 Summary | Details
AR Management and Sorting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
Scenario 1: Validate AR Management Sorting Pending Actions
Specific Setup:

Requires a list of claims pending remittance.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set parameters to search for desired claims.
  4. Set desired "Denial and Payments" with "Actions".
  5. Validate "Pending" column contains desired "Actions".
  6. Click the "Pending" cell to sort the column.
  7. Validate the column is "Sorted" alphabetically.
Topics
• Finance
ECS-49716 Summary | Details
Added Warning On Delete Billing Batch and Delete Billing Run Requests
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Claim Output Ready
  • Claim/Invoice Batch [VIEW]
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
Scenario 1: Delete Billing Run And Delete Billing Request Validation When Output Has Been Generated
Specific Setup:

Requires services that can be billed.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and select "Start New Billing Run".
  3. Fill in required fields to generate desired claims.
  4. Wait for billing to run.
  5. Open the resulting "Billing Batch"
  6. Create "Billing Output".
  7. Close the "Output".
  8. Click "Actions" and select "Delete Billing Run".
  9. Validate an alert appears stating "One or more of the batches you are about to delete has had output created. Deleted batches if already submitted to the receiver will not be restored. Are you sure you want to delete?".
  10. Click "Cancel".
  11. Validate the "Billing Run" has not been deleted.
  12. Click "Actions" and select "Delete Request".
  13. Validate an alert appears stating "One or more of the batches you are about to delete has had output created. Deleted batches if already submitted to the receiver will not be restored. Are you sure you want to delete?".
  14. Click "Cancel".
  15. Validate the "Billing Request" has not been deleted.
Topics
• Finance
ECS-50172 Summary | Details
File names in Import File Processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Import File processing Form Set
  • Import File Templates
  • Import Staff File Form Set
  • Staff Import Header
  • Staff Import Header [VIEW]
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Update Staff File
Scenario 1: Verify NIAM Fields Populate Successfully When Staff Import File Uploaded
Specific Setup:

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

Steps
  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 you populated in the use_eid_authentication and eid_username columns from the staff import file, respectively.
Topics
• Agency
ECS-50309 Summary | Details
OrderConnect Lab Results Trigger Custom Notifications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alerts - View [VIEW]
  • Client Search
  • NX ADD RESULT
  • NX FACESHEET
  • NX LAB DETAILS
  • NX LAB ORDER DETAILS
  • NX LAB ORDER RESULT
  • NX ORDER ENTRY - REVIEW
  • NX ORDER ENTRY - SEARCH
  • NX ORDERS
  • NX RESULTS
  • NX SCRATCHPAD
  • NX TOP NAVIGATION
  • OrderConnect Lab Orders [DELETE]
  • OrderConnect Lab Results [DELETE]
Scenario 1: Verify OC Lab Results can be used in Custom Notifications
Specific Setup:
  • Custom Notification Workgroup for OrderConnect Lab results is set up.
  • Client setup with Diagnosis in Diagnoses Information (Priority 1).
  • Client enrolled in Program with OC Services (OC Lab Orders & OC Lab Results).
  • OC Services must be active, visible, and modifiable.
  • Staff setup with Access permissions for OC Lab Orders & OC Lab Results.
  • Lab orders in OrderConnect app preconfigured.
Steps
  1. Navigate to "Client > Case Management > Health Information > Lab Tests".
  2. Choose a Client and select Actions > OC e-Prescription.
  3. Start a new Order in OrderConnect.
  4. Select "Lab" tab and click "New Order Item".
  5. Navigate through pages until Lab Order Item is ordered.
  6. Add Results to ordered item in OrderConnect.
  7. Navigate to "Client > Case Management > Health Information > Lab Tests".
  8. Refresh table.
  9. Verify "OC Lab Results" item appears.
  10. Verify Custom Alert sent to User under Alerts tab.
Topics
• Alerts • Client • OrderConnect
ECS-50469 Summary | Details
Front Desk NX Calendar Monthly View
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Active events by Program or Clinic2
  • Calendar Appointment
  • Front Desk Calendar Appointment [ADD]
  • Front Desk Calendar Appointment [EDIT]
  • Front Desk Calendar NX
  • Front Desk People Search
  • Program Listing By Agency and Worker
  • Service and Attendance Facilities Listing
  • Staff - Service Providers (by Staff_id) NES
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
Scenario 1: Front Desk NX Calendar - Monthly View
Specific Setup:

Staff has an existing appointment.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click "View Calendar".
  3. Select "Staff" from preconditions.
  4. Go to "Month" view, double-click on the appointment.
  5. Confirm the appointment opens and the information is visible and can be modified.
Topics
• Front Desk
ECS-50512 Summary | Details
Rate Scheme Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • BillingSchemeForm
  • Payers Setup Table
  • Payers/Contracts Setup 2.0 Form Set
  • SchemeContractSetup
Scenario 1: Validate Saving Schemes In Finance Setup After Sorting
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Schemes".
  2. Select desired "Payer".
  3. Click "Open Scheme" button.
  4. Select desired "Program or Programs".
  5. Click "Apply Filters".
  6. Click "Sort Rows" button on the desired column.
  7. Check desired "Event".
  8. Click "Save".
  9. Validate the desired event has saved.
Topics
• Finance Setup
ECS-50955 Summary | Details
Evolv/CareManager Client Creation Integration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareManager - QA
  • Client Personal Information [EDIT]
  • Client Personal Information Form Set
  • Client Search
  • Diagnosis General [EDIT]
  • Face Sheet [VIEW]
  • Marital History Sub Form Subform
  • Race Chk_B Subform
  • Manual SDK People Reconciliation
Scenario 1: Evolv/CareManager Integration - Validate Newly Created Client Integrates With NX
Specific Setup:
  • Access to CareManager client creation.
Steps
  1. Create a new client in CareManager.
  2. Assign the Client to an Agency on the Care Coordination form.
  3. Add a new Team Member under Team Assignment.
  4. Check in Evolv to see if your client has been created.
  5. Populate each of the following demographics with at least one entry and save back in CareManager:
  6. Marital History
  7. Degree History
  8. Employment History
  9. Race
  10. Address
  11. Navigate to "Client > Reports > At a Glance > Face Sheet-Extended".
  12. Validate that these new demographics appear for the client.
  13. Update just one of the demographics and save back in CareManager.
  14. Refresh the Face Sheet form and validate none of the demographics have been duplicated in Evolv.
  15. Create a Problem using the "Problems" form in CareManager.
  16. Navigate to "Client > Case Management > Health Information > Diagnoses Information".
  17. Refresh and Validate Problem row appears.
  18. Update a field on the Problem in CareManager.
  19. Refresh and Validate Problem row appears in Evolv.
  20.  
  21. Create a new problem in CareManager.
  22. Save and ensure it is visible on the same form in Evolv.
  23. Set an End Date to the first diagnosis in Evolv.
  24. Delete the original problem that you gave an end date to in Evolv in CareManager. Make note of the Problem name so you can create it again later.
  25. Create a new problem in CareManager.
  26. Choose the same "Problem" that you just deleted and has an end date in Evolv. This time, use today's date for the Date Identified and Date Recorded fields.
  27. Save the new problem.
  28. Refresh and validate the new Diagnosis is shown in addition to the end-dated diagnosis.
Scenario 2: Evolv/CareManager Integration - "Manual SDK People Reconciliation" Utility
Specific Setup:
  • Access to "Manual SDK People Reconciliation" utility in myEvolv.
  • Existing Client in myEvolvNX without a marital status.
  • Access to CareManager client creation.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Select a desired client and verify no marital status.
  3. Create a new client in CareManager with identical Name, DOB, and Gender.
  4. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities" in myEvolv.
  5. Click the "Manual SDK People Reconciliation" Run >> button.
  6. Find the newly created client, expand and click accept.
  7. Change Marital Status in CareManager to desired status and save.
  8. Navigate back to "Client > Client Information > Personal Information > Demographics".
  9. Refresh and verify client information consolidated with existing client (i.e. marital status changed).
  10. Validate Date Reconciled contains a new row with the date and time the client information was consolidated.
Topics
• CareManager • Client • Taskbar
ECS-51213 Summary | Details
CQN CCD Results are Scrollable
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Personal Information > Demographics
  • Clinical Reconciliation
  • Query HIE
  • Select Client
  • Taskbar > Care Exchange > Care Exchange > CCD Inbox
  • CCD Inbox
  • Client > Client Information > Health Information > CCD/HL7 Import/Export
  • Client Search
  • Clinical Document
  • Query CQN
Scenario 1: HIE CCD Reconciliation
Specific Setup:
  • HIE-enabled myEvolv environment.
  • Client record.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Select the Client.
  3. Select "HIE" from the "Actions" menu.
  4. Download a CCD from HIE.
  5. Navigate to "Taskbar > Care Exchange > Care Exchange > CCD Inbox".
  6. Select "Reconcile CCD" from the "Actions" menu for the newly downloaded HIE CCD.
  7. Verify the "Clinical Reconciliation" window contains data from the HIE CCD.
Scenario 2: CQN CCD Table Results
Specific Setup:
  • CQN-enabled myEvolv environment.
  • Client to search for with CCD result.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Select the Client.
  3. Select "CQN" from the "Actions" menu.
  4. Search for a CQN Provider.
  5. Select a Provider.
  6. Click the "Find Available CCDs" button.
  7. Validate 7 or more CCD results require scrolling.
Topics
• CQN/HIE
ECS-51638 Summary | Details
Staff Timesheet and Deleting Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • SecurityEvents
  • Staff Look Up Their Own Information Form Set
  • Staff Timesheet
  • Worker Role for Setups
  • Worker Roles Form Set
Scenario 1: Staff Timesheets: Validate Delete Permissions Allow/Disallow Event Deletion
Specific Setup:

Test login has permission to access and edit Worker Roles.

Steps
  1. Navigate to "Setup > Security/Access > Security for Events".
  2. Expand the "Activities" tab, and validate desired event type exists.
  3. Validate the "Delete" permissions are set to "X" (not allowed) for the desired event.
  4. Navigate to "Client > Case Management > Service Management > Service Entry".
  5. Add two desired events to a Client.
  6. Navigate to "Taskbar > Staff Timesheet > Timesheets".
  7. Open Staff Timesheet and validate "Delete" Permissions properly disallow a "Delete" icon to be shown.
  8. Click "Edit" on the event and validate "Delete" button also does not exist.
  9. Navigate to "Setup > Security/Access > Security for Events".
  10. Change the "Delete" permissions to a checkmark (allowed) for the desired event.
  11. Navigate to "Taskbar > Staff Timesheet > Timesheets".
  12. Refresh Timesheet and click "Edit" on the event and validate "Delete" button exists.
  13. Validate "Delete" button exists on the Timesheet and properly deletes the desired event.
  14. Click the "User Icon" in the top right of the main myEvolv NX window.
  15. Click "Timesheets".
  16. Click "Delete" button and verify the desired event was deleted successfully.
Topics
• Timesheets
ECS-51716 Summary | Details
A/R Balance Report Print Preview
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security for Reports
  • As of Month/Year w Params and Selection [ADD]
  • Chrome Print Preview
  • Months
  • Payers Setup Table
  • Report Parameters PickList
  • Report Selection Picklist
  • Report: Account Receivable Balances
Scenario 1: A/R Balance Report-Header Print Preview Screen Displays Content
Specific Setup:

Sufficient GL Transactions data required to display in A/R Balance Report.

Steps
  1. Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
  2. Enter required fields so that at least two or three pages of data will display in the Preview screen.
  3. Choose any of the "Aging Details by Client" Report Selections.
  4. Click "Preview" then click "Print".
  5. Set Layout to Landscape.
  6. Verify all data displays clearly on header/footer/report.
  7. Verify "Claim Held Reasons" footer section has been moved to the bottom of the entire report.
  8. Close out of print preview and Report preview.
  9. Change Report Selection and repeat for every type of Report Selection (i.e. "Aging Details by Cost Center/Receiver", "Aging Details by Payer/Receiver/Cost Center", etc.).
Topics
• Finance
ECS-51731 Summary | Details
BedBoard Alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alert [DELETE]
  • Alert [EDIT]
  • Alert History
  • Alerts
  • Client > Client Information > Critical Information > Alerts/Restrictions
  • UpdateHistory
Scenario 1: BedBoard - End Date Client Alerts
Specific Setup:
  • BedBoard-enabled myEvolv environment.
  • Access BedBoard.
  • Client with no Alerts assigned to a bed in a multi-bed BedBoard room.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  2. Create an alert for the Client.
  3. Verify the BedBoard Alert is present.
  4. In BedBoard, open the Client's Stay.
  5. Validate the Alert is present, make no changes.
  6. Click on the "Save" button.
  7. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  8. Click on the "Refresh" button.
  9. Verify the BedBoard Alert is present, and unchanged.
  10. Add an end date to the BedBoard Alert.
  11. In BedBoard, open the Client's Stay.
  12. Validate the alert is not present.
  13. Click on the "Save" button.
  14. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  15. Click on the "Refresh" button.
  16. Verify the BedBoard Alert is present, and unchanged.
Topics
• BedBoard
ECS-51733 Summary | Details
Client Portal Activation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Login [EDIT]
  • Microsoft Outlook
  • People Search
  • Personal Information - All
  • Search for People -- Webpage Dialog
Scenario 1: Verify Allow Access to Client Portal Sends an Email With Temporary Password
Specific Setup:

Client with no portal access.

Steps
  1. In myEvolv and myEvolv NX:
  2. Navigate to "People Search > Personal Information > Personal Information > Portal Login".
  3. Click "Finder Person" look up button.
  4. Choose a Client that has never had Portal Access.
  5. Check "Allow Access to Client Portal?".
  6. Enter a Unique ID.
  7. Click Save and verify a temporary password is given.
  8. Change the Unique ID to an email address.
  9. Click Save and verify an email with a temporary password is received.
Topics
• Portal
ECS-51802 Summary | Details
Receive Unscheduled Appointments From Mobile Caregiver+
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Related Task - New [EDIT]
  • Client Search
  • Client Service Entry
  • UpdateHistory
Scenario 1: Create Unscheduled Visit In Mobile CareGiver+
Steps

Internal Testing Only.
Topics
• Client • Electronic Visit Verification (EVV) • Taskbar
ECS-51885 Summary | Details
NX Custom Reporting and Workgroup Security
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Conditional Formatting Configuration
  • Folders Setup
  • NX Report Processor
  • Report Designer
  • Workgroup Security by Report Subform
Scenario 1: Validate Custom Reporting Displays Reports Set By Workgroup
Specific Setup:
  • Two Staff logins:
  • Admin account that can edit Custom Reports
  • Other Staff account part of different non-admin workgroup in custom Desired Report.
  • Under "Agency > Workgroups > Custom Reporting Security > Report Setup Security", non-admin workgroup should have:
  • "Has Access to Report Designer?" and "Has access to Folders Setup?" checked.
  • Desired Report(s) under Custom Reports.
Steps
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. Select Report Designer tab.
  3. Select a Report and scroll to the Workgroup Security.
  4. Add a workgroup where "Is Edit Allowed?" and "Is Execute Allowed?" permissions are checked.
  5. Login with a different user with that workgroup.
  6. Verify that Report is visible, runnable, and editable in All Reports, Folders, Report Designer tabs.
  7. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  8. Verify that Report is visible and runnable in "My Custom Reports" Widget.
  9. Sign out and back into Admin account.
  10. For the same workgroup, uncheck "Is Edit Allowed?" and "Is Execute Allowed?".
  11. Login with a different user with that workgroup.
  12. Verify that Report is not visible in All Reports, Folders, or Report Designer tabs.
  13. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  14. Verify that Report is not visible in "My Custom Reports" Widget.
  15. Sign out and back into Admin account.
  16. For the same workgroup, check "Is Edit Allowed?".
  17. Login with a different user with that workgroup.
  18. Verify that Report is visible, runnable, and editable in All Reports, Folders, and Report Designer tabs.
  19. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  20. Verify that Report is visible and runnable in "My Custom Reports" Widget.
  21. Sign out and back into Admin account.
  22. For the same workgroup, uncheck "Is Edit Allowed?" and check "Is Execute Allowed?".
  23. Login with a different user with that workgroup.
  24. Verify that Report is visible and runnable in All Reports, Folders, and Report Designer but not editable.
  25. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  26. Verify that Report is visible and runnable in "My Custom Reports" Widget.
Topics
• Agency • Reports • Taskbar
ECS-51933 Summary | Details
"Save As PDF" Option Now Available for Standard Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security for Reports
  • As Of Date w Parms and Selection [ADD]
  • PDF
  • Report Parameters PickList
  • Report Selection Picklist
  • Report: Client Roster Report
  • Billing staff credentials
  • NX Report Processor
Scenario 1: Implement "Save as PDF" Option for Client Standard Reports
Steps
  1. Navigate to "Client > Reports > General Reports > Client Roster".
  2. Select a "Client".
  3. Select report under "Report Selection".
  4. Add "Parameters" and "Values".
  5. Once the report is selected, click "Preview".
  6. In the top left corner, click "Save As PDF".
  7. A prompt will pop up, click "Save as PDF".
  8. Open the PDF in Downloads.
Scenario 2: Implement "Save As PDF" Option For Staff Standard Reports
Steps
  1. Navigate to "Reports > Staff > Staff Reports > System Usage".
  2. Click the "Staff Roster" tab.
  3. Select desired report from "Report Selection".
  4. Add "Parameters" and "Values" to specify data.
  5. Click "Preview".
  6. Click "Save As PDF".
  7. A prompt will pop up, click "Save as PDF".
  8. Open the PDF in Downloads and validate data displays.
  9. Repeat steps with "Include Page Numbers?" checked/unchecked and "Print Landscape?" checked/unchecked.
Topics
• Client • Reports • Staff
ECS-51944 Summary | Details
Call Center "Minimize" Button
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Center Search Forms [ADD]
  • Call Disposition with Intake [EDIT]
  • Gender Table
  • Notes - Subform Subform
  • Program Listing by Agency and Service Event
  • Provider Sites by Program
Scenario 1: Incomplete Call Listing and Minimize Function in Call Center
Specific Setup:
  • Call Center event with Follow Up events linked exists in test system.
  • Two Incomplete Calls in system.
  • Call Documentation with test assessment.
Steps
  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.
Topics
• Call Center
ECS-51967 Summary | Details
Fast Track by Client Filters
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • Fast Track By Client NX [ADD]
  • Fast Track Service Entry Events XB Subform
  • Location Table (Service)
  • Program by Person and Agency (Active)
  • Provider Sites by Program
Scenario 1: After Saving in “Fast Track by Client”, Filters Are Preserved
Specific Setup:

Client enrolled in program with services set up for Fast Track.

Steps
  1. Navigate to "Taskbar > Fast Track > Fast Track > Fast Track by Client".
  2. Enter filters and click Get Services.
  3. Validate when a service is checked, filters are disabled.
  4. Enter a service and save.
  5. Validate filters remain enabled.
  6. Validate if filters are changed, Services subform is disabled.
Topics
• Fast Track
ECS-51995 Summary | Details
Attendance Check In/Out and Enrollment Range
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Attendance Tracking
  • Client Search
Scenario 1: Validate Client Cannot Be Checked In/Out Before and After Client Enrollment/Discharge Date
Specific Setup:
  • Client has enrolled in an Attendance Facility mid-week.
  • Client has been discharged from Attendance Facility mid-week.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select "Client" from preconditions and verify Program Enrollment "Start Date" and "End Date".
  3. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Attendance Check In/Out".
  4. Toggle to "Weekly" view.
  5. Click "Show Filters"
  6. Select the week where client was enrolled.
  7. Confirm that you cannot enter attendance for days prior to the Program Enrollment "Start Date".
  8. Select the week where client was discharged.
  9. Confirm that you cannot enter attendance for days post Program Enrollment "End Date".
Topics
• Attendance Tracking
ECS-51996 Summary | Details
Scheduled Reports and Selection Criteria
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security for Reports
  • As Of Date w Parms and Selection [ADD]
  • Report Parameters PickList
  • Report Selection Picklist
  • Report: Client Roster Report
  • Save Reports
  • Scheduled Reports [ADD]
Scenario 1: Scheduled Reports Will Display Selection Criteria
Steps
  1. Navigate to Client tab.
  2. Go to Reports.
  3. Select 'Client Roster' from the General Reports tab.
  4. Fill out required fields and select preview.
  5. To schedule a report, click on Schedule.
  6. Fill out the required fields and click Save.
  7. Navigate to Reports.
  8. Go to Other.
  9. Select Report Listing under Saved Reports.
  10. Select your saved report.
  11. Validate "Selection Criteria" is present.
Topics
• Reports
ECS-52076 Summary | Details
Remittance Applied in Finance and Finance NX
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security for Reports
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
  • Patient Statement
  • Report Parameters PickList
  • Report Selection Picklist
Scenario 1: Validate Patient Statement Displays Unapplied Balance From Remittance Applied In Finance and Finance NX
Specific Setup:
  • Requires a claim created via "Finance NX" and is ready to be remitted.
  • Requires a "Self Pay" check that was entered via "Evolv" and applied to a claim created in "Evolv".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired self pay check that was entered via "Evolv".
  3. Set search parameters to select desired "Claim".
  4. Apply payment to the claim.
  5. Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
  6. Set search parameters to select desired client and claim that was remitted.
  7. Click "Preview" button.
  8. Validate "Patients Unapplied Balance" total reflects the desired amount.
Topics
• Finance • Reports
ECS-52077 Summary | Details
Cash Receipt Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Cash Received Log
  • Report Parameters PickList
  • Report Selection Picklist
  • Report: Cash Receipt Report
Scenario 1: Validate Cash Receipt Report Displays Unapplied Balance After Claim Has Been Paid
Specific Setup:
  • Requires two claims that can be remitted.
  • Requires two different remittances, with an unapplied balance.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance"
  3. Set parameters to search for desired claim.
  4. Apply full payment.
  5. Save.
  6. Select second "Remittance".
  7. Set Parameters to search for desired claim.
  8. Apply "Partial Payment".
  9. Save.
  10. Navigate to "Finance > Reports > Accounts Receivable > Cash Receipt".
  11. Select desired report selection.
  12. Set parameters to filter by desired "Remittances" used to pay the claims.
  13. Click "Preview".
  14. Validate the "Unapplied Balance" cell contains the desired amount.
Topics
• Finance • Reports
ECS-52090 Summary | Details
Case Service Review
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Activities - Family Case [ADD]
  • Activities - Family Case [DELETE]
  • Client Service Entry
  • Program by Client's Service Track and Service
  • Provider Sites by Program
  • Select Family Case
  • Staff - Service Providers (by Staff_id)
  • SupervisorCaseServiceReview
Scenario 1: Testing the ability to approve a submitted service in Taskbar > Supervisor > Supervisor > Case Service Review
Specific Setup:
  • Family Case service marked as can submit but not auto-submit.
  • Client is part of Family Case family.
  • Client is enrolled in same Family Program where Family Case is enrolled.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Case Service Review".
  2. Note current "Family Cases".
  3. Navigate to "Family Cases > Clinical Information > Service Management > Service Entry".
  4. Select desired Family.
  5. Add "Family Case" event, complete form, save, then submit event.
  6. Navigate to "Taskbar > Supervisor > Supervisor > Case Service Review".
  7. Verify desired "Family Case" appears and/or "Family Case" event appears under correct "Family Case".
  8. Approve the "Family Case" event.
  9. Verify Family Case event approves.
  10. Un-approve the Family Case event.
  11. Verify Family Case event is unapproved.
Topics
• Family Cases • Supervisor • Taskbar
ECS-52201 Summary | Details
Diagnoses Sent From OrderConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Diagnosis General [DELETE]
Scenario 1: Diagnoses Created Via OrderConnect
Steps

Internal Testing Only.
Topics
• Client
ECS-52225 Summary | Details
Utility to Allow Agencies to Recover Orphaned Records
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • DeleteTPlanOrphans
  • EvolvUtils
  • FormUtilities
Scenario 1: Validate Delete Orphaned Records and Recover Orphaned Records Utilities
Specific Setup:

Utility will work when there is a treatment plan with orphaned components.

Steps
  1. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  2. Click "Run" on the "Delete Orphan Records" utility.
  3. Wait for the utility to run and the "Orphaned Plan Cleanup Utility" appears displaying the "Client ID, Name of the Treatment Plan, Actual Date and Staff Name".
  4. Click Close.
  5. Click "Run" on the "Delete Orphan Records Utility"
  6. Validate the "Orphaned Plan Cleanup Utility" appears with no data.
  7. Click "Run" on the "Recover Orphaned Records" utility.
  8. Validate utility runs with no errors.
Topics
• Treatment Plans • Utilities
ECS-52263 Summary | Details
Calculate Rate and Authorizations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ActionsView
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
Scenario 1: Calculate Rate With Authorization
Specific Setup:
  • Requires a claim linked to an "Authorization".
  • Scenario uses a "Facility Placement" Claim that has "Service Line Consolidation" set to "Day".
  • Authorization has been edited after the claim has been generated with a new "Override" amount.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set parameters to filter for desired claim.
  4. Apply a denial to the claim.
  5. Click "Add Action".
  6. Select "Void".
  7. Click "Add Action".
  8. Select "Resubmit".
  9. Select "Calculate Rate".
  10. Validated the resulting "Submission" contains desired unit and amount from "Authorization".
  11. Select desired submissions for the claim.
  12. Validate there is no "Held Claim Reason".
Topics
• Finance
ECS-52274 Summary | Details
Mobile Caregiver+ Appointment Processing Show in CareFabric Log
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Logs [VIEW]
  • Client Related Task - New [ADD]
  • Client Search
  • Client Service Entry
Scenario 1: McgEvvAppointmentProcessingStatusUpdated Payload Received from MCG+ for Scheduled Events
Specific Setup:
  • MCG+ enabled environment.
  • Event configured for EVV/MCG+.
  • Access to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select a Client and schedule an EVV Event.
  3. Navigate to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
  4. Validate a record for the response from MCG+. This will either be a success or failure message.
Topics
• Client • Electronic Visit Verification (EVV) • Taskbar
ECS-52275 Summary | Details
Resource Status Messages from Mobile CareGiver+ Appear in CareFabric Log.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Address by ZIP code Subform
  • CareFabric Logs [VIEW]
  • Job Title Listing - Employees
  • Managing Offices By Agency Operated
  • New Staff [ADD]
  • Person Information No Anonymous [ADD]
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Staff-Site Link Subform
  • Wizard
Scenario 1: McgEvvResourceProcessingStatusUpdated Payload Received from MCG+ for Staff
Specific Setup:
  • Staff available for update.
  • Access to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
Steps
  1. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Select a Staff and change a state id, email address, phone number, managing office, login info, SSN, or some other field on the Staff with Security form.
  3. Navigate to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
  4. Validate a record for the response from MCG+. This will either be a success or failure message.
  5. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  6. Create a new Staff.
  7. Navigate to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
  8. Validate a record for the response from MCG+. This will either be a success or failure message.
Topics
• Agency • Electronic Visit Verification (EVV) • Taskbar
ECS-52276 Summary | Details
Client Status Messages from Mobile CareGiver+ Appear in CareFabric Log
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Logs [VIEW]
  • Client Personal Information [EDIT]
  • Client Search
Scenario 1: McgEvvClientProcessingStatusUpdated Payload Received from MCG+ for Client Records
Specific Setup:
  • Staff available for update.
  • Access to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Select a Client and change their Mobile Phone number.
  3. Navigate to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
  4. Validate a record for the response from MCG+. This will either be a success or failure message.
Topics
• Client • Taskbar
ECS-52294 Summary | Details
Front Desk NX Calendar Refresh
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • Client Task Staff Calendar
  • Event Definitions with Security -Client
  • FrontDeskCalendar
  • FrontDeskCheckIn
  • Program by Client's Service Track and Service
  • Provider Sites by Program
  • Staff Calendar
Scenario 1: Validate Front Desk Calendar Automatically Refreshes and Displays Notification That Updates Are Available
Specific Setup:

Ability to log in with two Staff, both have access to Front Desk.

Steps
  1. As Staff 1, navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click "View Calendar".
  3. Keep the window open.
  4. Login as Staff 2 in another session browser.
  5. Navigate to "Taskbar > Scheduled Tasks > Task List > Calendar".
  6. Schedule a task for a Client with a date and Facility that was selected in Front Desk Calendar.
  7. As Staff 1, verify that "Updates are available, please refresh." warning shows in Front Desk Calendar.
  8. As Staff 2, schedule another task that doesn't fall into selected date range. (For example if the view is Monthly and the date range is 6/1 to 6/30, schedule a task after 6/30).
  9. As Staff 1, verify that the warning does not show up.
Topics
• Front Desk
ECS-52295 Summary | Details
Custom Reports - Manage Parameters
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Conditional Formatting Configuration
  • NX Report Processor
  • Report Designer
Scenario 1: NX Custom Reporting - Ability To Reorder Parameters In Group
Steps
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. Open an existing report in the "Report Designer" tab.
  3. Press "Manage Parameters" button to open parameters modal.
  4. Confirm that there exists a new column "Order to Display".
  5. Confirm that any parameters marked as "Is Used?" are displayed first and in correct order before the non-used ones.
  6. Confirm that parameter rows are now draggable and that after repositioning with a drag, the Order to Display column resets with 1 up to to X descending.
  7. Order the parameters differently so that you get different logical operations and run report to confirm data matches for each case.
Topics
• NX Custom Reporting
ECS-52296 Summary | Details
NX Custom Reporting and Run as CSV Option
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Conditional Formatting Configuration
  • NX Report Processor
  • Report Designer
Scenario 1: NX Custom Reporting - Update Run As CSV To Retain Sorting & Column Formatting
Steps

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.
Topics
• NX Custom Reporting • Reports
ECS-52402 Summary | Details
AR Management - Resubmissions Using Calculate Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • All People with Benefit Assignments with LOS
  • AR Management
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Cash Receipts for Remittance
  • Claim Submission 2.0 [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Claims Maintenance NX Form Set
  • Client Finance Related Information Form Set
  • Critical Information
  • Enrollment Transfer Type Look-up Table
  • Facility Transfer [ADD]
  • FinanceClaims
  • Form Set
  • Immediate Billing Run Request [ADD]
  • Line of Service
  • Placement Events by Agency/Program - People
  • Program Listing by Agency and Service Event
  • Program Transfer [ADD]
  • Provider Sites by Program (Vacancy)
  • Submitter Information
  • Unit Table
Scenario 1: AR Management Program/Facility Transfers
Specific Setup:
  • Claims have been submitted for a Client's Care Day Placement.
  • Client has Facility Transfer entered after billing has been submitted.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "Billing Request" for "Client" from preconditions.
  3. Confirm no new claims are generated for the days already billed.
  4. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  5. Set "Filters" to search for "Claims" from preconditions.
  6. Deny and resubmit using "Calculate Rate".
  7. Validate the "Resubmissions" reflect the "Facility Transfer".
  8. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  9. Transfer "Client" to a new "Program" also billable to same "Payer".
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Create a "Billing Request" for "Client" from preconditions.
  12. Confirm no new claims are generated for the days already billed.
  13. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  14. Set "Filters" to search for "Claims" from preconditions.
  15. Deny and resubmit using "Calculate Rate".
  16. Validate the "Resubmissions" reflect the "Program Transfer".
Topics
• Finance • Finance Setup
ECS-52413 Summary | Details
eMAR Saving Message
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • eMAR [EDIT]
  • Medication Administration
Scenario 1: Validate A Medication Administered In eMAR Will Display Take/Sig Information On The Administered Medication Event
Specific Setup:

Requires a client with a medication that has been flagged to be used for eMAR.

Steps
  1. Navigate to "Taskbar >eMAR > eMAR > eMAR".
  2. Select desired location and time of day band.
  3. Click "Apply".
  4. Click on desired medication.
  5. Check "Administered" radio button.
  6. Set desired time.
  7. Save.
  8. Validate the "Saving...Please Wait" message displays until the eMAR screen refreshes.
  9. Navigate to "Client > Client Information > Health Information > Medication Administration".
  10. Select desired client.
  11. Validate the administered medication is listed.
  12. Open the administered event.
  13. Validate the "Take/Sig" field contains desired take/sig information from the medication.
Topics
• eMAR • Inventory - Medications
ECS-52423 Summary | Details
Ability to Print Forms with Sub-Forms or Sub-Reports Containing Phone Numbers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chrome Print Preview
  • Client Search
  • Conditional Formatting Configuration
  • Employment History - B2E Subform
  • Folders Setup
  • NX Report Processor
  • Physical Characteristics [EDIT]
  • Print Preview
Scenario 1: Validate Ability To Print Form in Sub-Form or Sub-Report With Phone Number Present
Specific Setup:
  • Custom report with phone numbers in sub-report.
  • Form with phone numbers in any sub-form.
  • At least one phone number must contain an empty string or "white space".
Steps
  1. Navigate to a printable form or report with a phone number(s) in its sub-form/sub-report.
  2. Print the form.
  3. Validate no errors appear and Print Preview window appears.
Topics
• Client • Reports
ECS-52472 Summary | Details
Timesheets Submit/Un-Submit
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Staff - Service Providers by Agency (2)
  • Staff Timesheet
Scenario 1: Validate Events in Timesheet Submit/Un-Submit When Timesheet Submitted/Un-Submitted
Specific Setup:
  • Have an event set up for e-sign.
  • Have an event set up for Can Submit.
  • Have event set up for neither sign/submit.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Choose a client.
  3. Add three events:
  4. An event set up for e-sign.
  5. An event set up for Can Submit.
  6. An event set up for neither sign/submit.
  7. Validate events show un-signed and un-submitted and modifiable respectively under status.
  8. Navigate to "Taskbar > Staff Timesheet > Timesheets > Staff Timesheet"
  9. Choose staff linked with events.
  10. Validate events appear on schedule.
  11. Click "Submit".
  12. Navigate to "Client > Case Management > Service Management > Service Entry".
  13. Validate first event shows signed, latter two events show as submitted under status.
  14. Navigate to "Taskbar > Staff Timesheet > Timesheets > Staff Timesheet"
  15. Click "Un-Submit".
  16. Navigate to "Client > Case Management > Service Management > Service Entry".
  17. Validate events revert to show un-signed and un-submitted and modifiable under status.
Topics
• Client • Taskbar
ECS-52493 Summary | Details
Staff Appointment Emails
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Active events by Program or Clinic2
  • Client Related Task - New [ADD]
  • Client Related Task - New [DELETE]
  • Client Search
  • Client Service Entry
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCalendar
  • FrontDeskCheckIn
  • Microsoft Outlook
  • Program Listing By Agency and Worker
  • Service and Attendance Facilities Listing
  • Staff - Service Providers (by Staff_id)
  • Staff - Service Providers (by Staff_id) NES
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Write-off reasons for Scheduled Events
Scenario 1: Validate Staff Outlook Appointment Email
Specific Setup:
  • Database mail should be running.
  • Staff has a valid email address.
  • Client enrolled in program with events able to be scheduled.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set a "Location", then click "View Calendar".
  3. Click "New Appointment" and fill form using staff from preconditions.
  4. Save the new appointment.
  5. Validate new appointment email sends within a few minutes of saving.
  6. Navigate to "Client > Case Management > Service Management > Service Entry".
  7. Choose a client and schedule an event.
  8. Fill form using staff from setup.
  9. Save the new appointment.
  10. Validate scheduled appointment email sends within a few minutes of saving.
Topics
• Agency • Client • Taskbar
ECS-52494 Summary | Details
Add and Remove Un-sign Access
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • SecurityEvents
  • Worker Role for Setups
  • Worker Roles Form Set
  • Select Group
Scenario 1: Improve Unsign Access Permissions for Clients
Specific Setup:
  • Requires an event that is set up to be “Electronically Signed”.
  • Requires a staff that has “Un-Sign” rights to this event.
  • Staff should have a “Navigation Scheme” that is not checked as “System Administrator”.
Steps
  1. Navigate to “Client > Case Management > Service Management > Service Entry”.
  2. Select desired “Client”.
  3. Click “Add Event” and enter desired event for this client.
  4. Click “Actions” button and select “E-sign” to sign the event.
  5. Click “Actions” button and verify “Remove Electronic Signature” exists.
  6. Navigate to “Agency Setup > Staff and Security Setup > Worker Roles > Security for Events”.
  7. Select desired “Worker Role”.
  8. Uncheck “Un-sign” for desired event.
  9. Save.
  10. Navigate to “Client > Case Management > Service Management > Service Entry”.
  11. Click “Refresh”.
  12. Click “Actions” button and verify “Remove Electronic Signature” does not exist.
Scenario 2: Improve Unsign Access Permissions for Groups
Specific Setup:
  • Requires an event that is set up to be “Electronically Signed”.
  • Requires a staff that has “Un-Sign” rights to this event.
  • Staff should have a “Navigation Scheme” that is not checked as “System Administrator”.
Steps
  1. Navigate to “Groups > Service Management > Service Management > Service Entry”.
  2. Enter desired group in the search bar, click the “Search” icon, and click on group.
  3. Click on an event and click on the “E-Sign” button. Click “OK” when ask “Are you sure you want to electronically sign this event?”
  4. Under “Actions”, click “Remove Electronic Signature”. Click “OK” when ask “Are you sure you want to remove the signature from this event?”
  5. Navigate to “Agency Setup > Staff and Security Setup > Worker Roles > Security for Events”.
  6. Click “Select Worker Role” and select desired worker role.
  7. Scroll down to “Group Activities” and click the dropdown.
  8. Go to the desired event that was used before and uncheck the “Un-Sign” option and click “Save”.
  9. Navigate back to “Groups > Service Management > Service Management > Service Entry” and click “Refresh”.
  10. Click on an event and click on the “E-Sign” button. Click “OK” when ask “Are you sure you want to electronically sign this event?”
  11. Click on “Actions” and verify “Remove Electronic Signature” does not exist.
  12. Click into the event and verify “E-Unsign” does not exist.
Topics
• Agency Setup • Client • Groups
ECS-52495 Summary | Details
Group Service Save
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • Select Group
  • Text Templates
  • Activities - Group Activities [ADD]
  • Activities Short Form wo Acts(Read Only) [EDIT]
  • Client Search
  • Get Date Time [EDIT]
Scenario 1: Saving Group Event With More Than 20 Members
Specific Setup:

Requires a "Group" that has over 20 "Enrolled Clients".

Steps
  1. Navigate to "Groups > Service Management > Service Management > Service Entry".
  2. Select desired group.
  3. Click "Add Event" and select desired event.
  4. Set desired date/time.
  5. Fill in any required fields.
  6. Check "Present" for desired group members (at least 20 members).
  7. Fill in any other fields in the "Group Member SubForm".
  8. Click "Save".
  9. Re-open the event.
  10. Validate the desired members are checked as "Present".
Scenario 2: Improve Performance on Event_Log Triggers & Save Group Members
Steps
  1. Navigate to "Groups > Service Management > Service Management > Service Entry".
  2. Create an event with group members.
  3. Save event.
  4. Navigate to "Client > Case Management > Service Management > Service Entry".
  5. Verify event is shown under client under desired program.
Topics
• Forms • Groups
ECS-52496 Summary | Details
Ability to Output Different Pay To Addresses Based on Location ID
Scenario 1: Need Ability To Output Different Pay to Addresses Based on Location ID
Specific Setup:
  • Test system has Location ID where "Use Submitter Address" is checked.
  • Test system contains batch with claims tied to this Location ID.
Steps

Create 837 output and confirm that the submitter address fields are populated in 837 2010AB.
Topics
• Finance
ECS-52502 Summary | Details
Added Revenue Code and Place of Service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Claims Maintenance NX Form Set
Scenario 1: AR Management - Validate Calculate Rate Revenue Code and Place of Service
Specific Setup:
  • Claim available to be reprocessed (Claim A).
  • Two Claims that are for different services on the same day or Claim where next client funder requires all services to be combined into a separate new claim as Multiple Service lines (Claims B).
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set filters to find Claim A from setup.
  3. Click "Add Action".
  4. "Resubmit" the claim using "Calculate Rate".
  5. Verify "Revenue Code" and "Place Of Service" columns exist.
  6. Change "Revenue Code" and save.
  7. Open the Claim and verify "Revenue Code" changed under Submissions tab.
  8. Set filters to find Claims B from setup in AR Management screen.
  9. Set the Group By dropdown list to Client Name.
  10. Validate "Combine to Calculate" button exists.
  11. Click "Combine to Calculate" button.
  12. Select all Claims and click Combine to Next Payor.
  13. Verify "Revenue Code" and "Place Of Service" columns exist.
Topics
• Finance
ECS-52511 Summary | Details
Remittance Imports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance File Import
  • FinanceImportListing
  • Report: Claim Remittance Report
Scenario 1: ACS Excel Remittance Upload
Specific Setup:
  • Client has claims submitted to "ACS".
  • Scenario works with two "ACS Excel Remittance" files:
  • File 1 contains a client/claim that does not exist in the system.
  • File 2 contains a "Duplicate Payment" for one claim.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and select "Upload Excel".
  3. Select "File 1".
  4. Set desired "Deposit Date".
  5. Click "Upload".
  6. Validate an alert message is visible stating "The file contains claims not found in the system".
  7. Click "Close".
  8. Validate the other payments have applied to the desired claims.
  9. Repeat steps 2-5 for "File 2".
  10. Validate an alert message is visible stating "Duplicate Claims found. More than one line matched claim. Nothing was imported".
  11. Click "Close".
Topics
• Finance
ECS-52524 Summary | Details
Client SubReports and Service/Case Notes & Planning Approval Screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Filter - Group Notes to Complete
  • Group Therapy
  • Taskbar > My Homeview > Homeview Launcher > Homeview
  • Taskbar > My Homeview > Homeview Launcher > Homeview - Group Notes to Complete
  • Case Members by Case
  • Case Problems [ADD]
  • Family Case Area of Treatment [ADD]
  • Family Case Completion Information [ADD]
  • Family Case Goal [ADD]
  • Family Case Methods [ADD]
  • Problem Category Lookup - All
  • Problem Library
  • Select Family Case
  • ServicePlanForm
  • ServicePlanList
  • SupervisorModule
  • Activities - Group Activities [ADD]
  • Client Search
  • Client Service Entry
  • Get Date Time [EDIT]
  • Select Group
Scenario 1: Group Notes to Complete Widget
Specific Setup:
  • Access to Group Notes to Complete Widgets.
  • Requires group events that have not been submitted for approval.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Click "Widgets" button.
  3. Check "Group Notes to Complete" checkbox.
  4. Save.
  5. Validate the "Widget" contains group events with "Pending Submission" status.
  6. Click the "Filter Widget" button.
  7. Set desired filter and apply.
  8. Validate the filter loads the correct events.
  9. Clear the Filter.
  10. Click the "Filter this page" button.
  11. Set the desired filter.
  12. Validate the "Widget" returns the correct events.
  13. Validate successful navigation to each page, if multiple pages are listed.
  14. Click desired "Group Event" link.
  15. Validate the "Group Event" window opens.
Scenario 2: Family Case Treatment Plan - Enter An Initial Plan
Specific Setup:
  • Requires a family case that is enrolled in a program that is set up with "Family Case Treatment Plan".
  • Scenario assumes family case has at least one problem/need entered.
Steps
  1. Navigate to "Family Cases > Clinical Information > Case Planning > Planning".
  2. Select desired family.
  3. Click "Start New Plan" link.
  4. Fill in required fields such as "Date Started/Date Completed".
  5. Click on "Area of Treatment" component.
  6. Click on "Category" button and select desired category.
  7. Click on "Goal" component.
  8. Click on "Problem Addressed" and select desired problem.
  9. Click on "Goal" button.
  10. Validate "Goal" table is filtered by category selected in "Area of Treatment".
  11. Select desired goal.
  12. Click on "Intervention" component.
  13. Click on "Method" button.
  14. Validate "Method" table is filtered by category selected in "Area of Treatment".
  15. Select desired method.
  16. Click on "Case Member".
  17. Validate the list contains people who are members of the family case.
  18. Select desired family member.
  19. Fill in any other required fields.
  20. Save.
  21. Validate the "Initial" plan is listed with desired dates.
  22. Validate the "Status" field contains "Modifiable".
  23. Re-open the event and click "Submit" button.
  24. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  25. Validate the Initial Plan is listed with "Family Case" name.
  26. Click "Actions" and selected "Approve".
  27. Navigate to "Family Cases > Clinical Information > Case Planning > Planning".
  28. Click "Refresh" button.
  29. Validate the status contains "Approved - Ready for Review".
  30. Open the plan.
  31. Click on "Print" button.
  32. Validate a preview of the plan appears.
  33. Close the preview.
  34. Click on "Signatures".
  35. Validate both "Signed By" and "Approved By" signatures appear.
Scenario 3: “Service/Case Notes & Planning Approval” – Validate Correct Event Form Pulled and Sub-Reports Displaying Information
Specific Setup:
  • "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.
Steps
  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.
Topics
• Client • Family Cases • Groups • Supervisor • Taskbar • Treatment Plans • Widgets
ECS-52560 Summary | Details
Events Via TeleHealth
Scenario 1: Evolv / Telehealth - Patient Phone Numbers
Steps

Internal Testing Only.
Topics
• Telehealth
ECS-52564 Summary | Details
Force Claim Frequency as Admit-Discharge
Scenario 1: Validate "Force Claim Frequency as Admit-Discharge" Setting Checked on Rate Header
Specific Setup:
  • Test system has Receiver with "Use Detailed Frequency Code" checked.
  • Test system has rate header with "Force Claim Frequency as Admit-Discharge" checked.
  • Test system has test claim associated with this rate and receiver.
Steps
  1. Create 837 output for test claim.
  2. Confirm that 837 file contains claim frequency of 1 for the test claim.
Scenario 2: Validate "Claim Frequency As Admit-Discharge" Setting Not Checked on Rate Header
Specific Setup:
  • Test system has Receiver with "Use Detailed Frequency Code" checked.
  • Test system has rate header with "Force Claim Frequency as Admit-Discharge" not checked.
  • Test system has test claim associated with this rate/receiver where claim frequency would be other than 1.
Steps
  1. Create 837 output for test claim.
  2. Confirm that expected claim frequency other than 1 has been output for the test claim.
Topics
• Finance
ECS-52566 Summary | Details
Routing Redesign NX
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Print Preview
  • UpdateHistory
  • ServicePlanForm
  • ServicePlanList
Scenario 1: NX Routing - Basic Approval
Specific Setup:
  • Requires an event that is linked to "Basic Approval Route".
  • Scenario assumes Routing Conversion has been completed.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click "Add Event".
  4. Select desired event.
  5. Fill in required fields.
  6. Open the event and click "Routing" button to start the route.
  7. Validate the "Current Assignee" contains desired staff.
  8. Validate "Routing Timeline" exists with current date/time.
  9. Set "Route For Approval" input box to desired staff.
  10. Enter a note into the "Notes" field.
  11. Click "Route".
  12. Log off and log in as staff the event was routed to.
  13. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  14. Click "Widgets" button and select "My Routed Task NX" widget.
  15. Validate the event is listed.
  16. Open the event.
  17. Click the "Routing" button.
  18. Validate the "Current Assignee" contains desired staff name.
  19. Validate "Routing Timeline" contains the current history with date/time.
  20. Fill in a note and click "Route" button to approve the event.
  21. Validate the event is no longer listed in the widget.
  22. Navigate to "Client > Case Management > Service Management > Service Entry".
  23. Select desired client.
  24. Open the routed event.
  25. Validate it contains "Approved By" signature.
Scenario 2: NX Routing - NYC Treatment Plan Route
Specific Setup:
  • Scenario assumes Routing Conversion has been completed.
  • Requires a treatment plan that is completed and ready to be routed.
  • Requires a treatment plan that is linked to "NYC Treatment Plan Route".
  • Requires at least one staff listed in "Medical Doctors" workgroup to be set up under "Treatment Planning Workgroups".
Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Select desired client.
  3. Open desired treatment plan.
  4. Click "Routing" button.
  5. Validate the "Current Assignee" contains desired staff.
  6. Validate "Routing Timeline" exists with current date/time.
  7. Set "Supervisor" input box to desired staff.
  8. Enter a note into the "Notes" field.
  9. Click "Route".
  10. Log off and log in as staff the event was routed to.
  11. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  12. Click "Widgets" button and select "My Routed Task NX" widget.
  13. Validate the event is listed.
  14. Open the event.
  15. Click the "Routing" button.
  16. Validate the "Current Assignee" contains desired staff name.
  17. Validate "Routing Timeline" contains the current history with date/time.
  18. Validate "Approve and Route for MD Approval" tab exists.
  19. Fill in a note and click "Route" button to approve the event.
  20. Validate the event is no longer listed in the widget.
  21. Log off and log in as a staff that is in "Medical Doctors" workgroup.
  22. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  23. Click "Widgets" button and select "My Routed Task NX" widget.
  24. Validate the event is listed.
  25. Open the event.
  26. Click the "Routing" button.
  27. Validate the "Current Assignee" contains "Medical Doctors".
  28. Validate "Routing Timeline" contains the current history with date/time.
  29. Validate "Approved By MD" tab exists.
  30. Fill in a note and click "Route" button to approve the event.
  31. Navigate to "Client > Case Management > Plan Development > Planning".
  32. Select desired client.
  33. Open desired treatment plan.
  34. Click "Signatures" button.
  35. Validate "Route for Supervisor Review" signature is listed.
  36. Validate "Approve and Route for MD Approval" signature is listed.
  37. Validate "Approved by MD" signature is listed.
Topics
• Call Center • Client • Family Cases • Groups • Incidents • Program Referrals • Routing • Treatment Plans • Widgets
ECS-52584 Summary | Details
Delete 835
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance File Import
  • Finance Transactions Log [EDIT]
  • FinanceImportListing
Scenario 1: Delete Remittance After Month Has Been Posted
Specific Setup:
  • Requires an "835 Remittance" file.
  • Scenario works with a month that can be "Posted".
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 desired "Deposit Date".
  6. Click "Upload".
  7. Navigate to "Finance > Close Month > Close Month > Monthly Postings".
  8. Select the desired month the 835 posted to.
  9. Check "Posted".
  10. Save.
  11. Navigate to ""Finance > Imports/Exports > Imports > Remittance Imports".
  12. Click "Actions" on desired remittance.
  13. Select "Delete Batch".
  14. Validate an alert message appears "Cannot delete an electronic remittance when month has been posted".
Topics
• Finance
ECS-52585 Summary | Details
Mobile Caregiver+ Completed Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Related Task - New [ADD]
  • Client Related Task - New [EDIT]
  • Client Search
  • Client Service Entry
  • Form Information
Scenario 1: Mobile Caregiver + McgEvvVisitDocumented Message
Steps

Internal testing only
Topics
• Electronic Visit Verification (EVV)
ECS-52586 Summary | Details
Cancel Appointments in myEvolv From Mobile CareGiver+
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cancel Visit
  • Client Related Task - New [EDIT]
  • FrontDeskCheckIn
  • Menu Navigation
  • Scheduled Visits
  • Service and Attendance Facilities Listing
Scenario 1: EvvVisitDocumented Payload Received from MCG+ for Missed Visits
Specific Setup:
  • Mobile CareGiver+ enabled environment.
  • Scheduled visit appointment in MCG+.
Steps
  1. Open the "Mobile CareGiver +" app.
  2. Select a scheduled visit from within the Visits section.
  3. Click the "Cancel Visit" button for the missed visit.
  4. Select a reason from the "Missed visit reason (required)" dropdown list.
  5. Select an action from the "Missed visit action taken (required)" dropdown list.
  6. Click the "Save" button.
  7. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX" within Evolv.
  8. Set the filters to display the cancelled visit and click "Apply Filters" button.
  9. Select the cancelled appointment.
  10. Validate the "Write off/Cancel" checkbox is checked.
  11. Validate the "Reason for Write off/Cancel" input box contains the reason previously selected.
Scenario 2: MCG+ Missed Visits Mapped to No Show Reason
Specific Setup:
  • Mobile CareGiver+ enabled environment.
  • Missed visit appointments in MCG+.
Steps
  1. Open the "Mobile CareGiver +" app.
  2. Select a missed visit from within the Visits section.
  3. Click the "Cancel Visit" button for the missed visit.
  4. Select a reason from the "Missed visit reason (required)" dropdown list.
  5. Select an action from the "Missed visit action taken (required)" dropdown list.
  6. Click the "Save" button.
  7. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX" within Evolv.
  8. Set the filters to display the cancelled visit and click "Apply Filters" button.
  9. Select the cancelled appointment.
  10. Validate the "No Show" checkbox is checked.
  11. Validate the "Reason for" input box contains the reason previously selected.
Topics
• Electronic Visit Verification (EVV)
ECS-52587 Summary | Details
Mobile Caregiver+ Appointment Check In
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Related Task - New [ADD]
  • Client Related Task - New [EDIT]
  • Client Search
  • Client Service Entry
  • FrontDeskCheckIn
  • Menu Navigation
  • Service and Attendance Facilities Listing
  • Visit Details
  • Visits
Scenario 1: EvvVisitStarted Payload Received from MCG+ for Started Visit Events
Steps

Internal Testing Only.
Topics
• Electronic Visit Verification (EVV)
ECS-52592 Summary | Details
myEvolv Sends Mobile Caregiver Plus Canceled Appointment Messages on UTC Enabled Systems
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 1. Simple Service Entry [DELETE]
  • Client Related Task - New [ADD]
  • Client Related Task - New [EDIT]
  • Client Search
  • Client Service Entry
  • EvolvCS System [EDIT]
Scenario 1: Mobile Caregiver+ Appointments Created, Updated & Deleted Include Start and End Date
Steps

Internal Testing Only.
Topics
• Electronic Visit Verification (EVV)
ECS-52623 Summary | Details
CareFabric Log Tracking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Logs [VIEW]
  • Client Personal Information [EDIT]
  • Client Search
Scenario 1: McgEvvClientProcessingStatusUpdated Payload Received from MCG+ for Client Records
Specific Setup:
  • Staff available for update.
  • Access to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Select a Client and change their Mobile Phone number.
  3. Navigate to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
  4. Validate a record for the response from MCG+. This will either be a success or failure message.
Scenario 2: Validate CareFabric Logs Records Are Populated
Specific Setup:
  • Access to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
  • CareFabric Log records exist.
Steps
  1. Navigate to "Taskbar > System Maintenance > CareFabric > CareFabric Logs".
  2. Open a record.
  3. Validate Table Name, Application, SDK Object, Status Date, Status Code, SDK Status Note, Transaction ID, External Key Value, Parent Record(s) contain values if applicable.
Topics
• Client • Taskbar
ECS-52624 Summary | Details
Printed Checks For Direct Deposit
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Check Printout PDF
  • ChecksCreationLog
  • NACHA File
Scenario 1: Validate Printed Checks For Direct Deposit Contain Void
Specific Setup:
  • Requires a "Vendor" that has invoices that need to be paid.
  • "Vendor" should be set up with "Direct Deposit".
  • "Vendor" should be set up with "Pay To Amount" as "Direct Deposit - Non Negotiable".
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Select "Create Checks".
  3. Fill in required information to generate a "Check Run".
  4. Click "Actions".
  5. Select "Print DD Checks".
  6. Validate the printed check contains "VOID".
  7. Validate the printed check contains "Direct Deposit - Non Negotiable" in the signature line.
  8. Close the file.
Topics
• Finance
ECS-52627 Summary | Details
Claim Adjustment Reason Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 837 File
  • Billing Batches Management
  • Claim Adjustment Reasons [EDIT]
  • Claim Output Ready
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
Scenario 1: Claim Adjustment Reason Code - COB Indicator Code
Specific Setup:
  • Multi-Service Line Claim has waterfalled to secondary payer with CAS on each service line - one CARC has an COB Indicator Code of "S".
  • Claim Receiver 2- Suppress Outputting CAS on Claim Level checked.
  • Claim Receiver 2 - Output CAS in Service Line checked.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Locate "Action Based Run" for "Claim" from preconditions.
  3. Create "Output".
  4. Validate the "OI" segment is written to the file once.
Topics
• Finance • Finance Setup
ECS-52649 Summary | Details
Relative/Collaterals For Incident Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All People By Agency
  • Client Search
  • Incident
  • Incident Participants-Known People [ADD]
  • Incident Participants-Known People [EDIT]
  • Incident Participants-Known People Subform
  • Incidents -- Wepage Dialog
  • Incidents Long Form [ADD]
  • Incidents Long Form [EDIT]
  • Location (Incident)
  • Open Form -- Webpage Dialog
  • Participant Role in the Event
  • People - Event Participants - Collaterals
  • Person Type
Scenario 1: Incidents - Validate Relative/Collateral Participant Type Is Pulling Results in Subform
Specific Setup:

Client has Collateral(s).

Steps
  1. Navigate to "Incidents > Incidents > Incidents > Incident".
  2. Create a new "Incident".
  3. Fill required fields in parent form.
  4. Select a "Participant Role" in the Participants SubForm.
  5. Select "Relative/Collateral" as "Person Type".
  6. Expand the SubForm and validate "Relative" field is enabled.
  7. Select a "Client" as the Relative of the participant.
  8. Click on the participant Look Up Table and verify Look up table is changed to "Event participant - collaterals".
  9. Verify the Look Up Table shows only collaterals of the selected Relative and select a result.
  10. Verify the Relative field is disabled and the Look Up Table changes back when anything else is selected as Person Type.
  11. Verify a successful save of the incident.
Topics
• Client • Incidents
ECS-52650 Summary | Details
Waterfall Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Claim Service Lines NX Subform
  • Claims Submission For Remittance NX [EDIT]
Scenario 1: Validate Calculate Rate Will Not Include Services Billable To Secondary Payer That Were Not Part of Original Claim
Specific Setup:
  • Requires a client with two different claims for services that were provided on the same day.
  • Claims should have same procedure code, but billed with different rate setup.
  • Client should also have a secondary "Benefit Assignment" that can bill both services, but are set up to use the same rate.
  • Services should also be set up with "Service Line Consolidation".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set parameters to filter for desired claim.
  4. Apply a partial payment to the claim.
  5. Click "Add Action".
  6. Select "Resubmit to Other".
  7. Select "Calculate Rate".
  8. Validated the resulting "Submission" contains desired unit and amount from "Secondary Payer" and the second claim is not included.
Topics
• Finance • Widgets
ECS-52655 Summary | Details
Assessments Imported From CareFabric Can Be Copied
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CF Adult Mental Health [ADD]
  • Client Search
  • Client Service Entry
  • Event Categories/People - User Modifiable
  • Event Definition User - People [EDIT]
  • Event Definitions - People Based Form Set
  • Forms by Event Category
  • Test Designer
Scenario 1: Imported Assessment to myEvolv Can Be Copied
Steps

Internal Testing Only.
Topics
• Forms
ECS-52660 Summary | Details
Minimum Duration Per Billing Period and Qualifying Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Plan Setup NX [EDIT]
  • Billing Qualifying Services
  • Billing Qualifying Services Link to Rate [EDIT]
  • Billing Rate - Placement Based NX [EDIT]
  • BillingProcessHistory
  • Claim 2.0 [EDIT]
  • Client Finance Related Information Form Set
  • Client Header 2
  • Client Search
  • Client Service Entry
  • Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup
  • FinanceClaims
  • General Service Note (auto date) [ADD]
  • General Service Note (auto date) [DELETE]
  • Payers Setup Table
  • Payers/Contracts Setup 2.0 Form Set
  • Placement NX Form Set
  • Provider Site by Program
  • All People with Benefit Assignments with LOS
  • Billing Run Request Limit People Subform
  • Immediate Billing Run Request [ADD]
  • Immediate Billing Run Request [EDIT]
  • Submitter Information
Scenario 1: Qualifying Services Honors Minimum Duration per Billing Period
Specific Setup:
  • Minimum Duration per Billing Period is set on Billing Qualifying Services list.
  • Rate History is set up to require Qualifying Services from the list.
  • Client's current Qualifying Services duration total does not total the required duration.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "Billing Run" for time frame of "Services" from preconditions.
  3. Validate the "Claims" are not created.
  4. Navigate to "Client > Case Management > Service Management > Service Entry".
  5. Select "Client" from preconditions.
  6. Enter a "Qualifying Service" for a duration that will increase the total to "Minimum Duration Per Billing Period".
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  8. Reprocess "Billing Run".
  9. Validate "Claims" are now created.
Scenario 2: Validate Minimum Duration Per Billing Period for Qualifying Services When QS Start Time Same as Billable Service
Specific Setup:
  • Minimum Duration per Billing Period is set on Billing Qualifying Services list.
  • Rate History is set up to require Qualifying Services from the list.
  • Qualifying Service start time is the same as the Billable Service.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "Billing Run" for time frame of "Services" from preconditions.
  3. Validate the "Claims" are created for the billable service.
Topics
• Finance • Finance Setup
ECS-52687 Summary | Details
Treatment Plan Printing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Print Preview
  • ServicePlanForm
  • ServicePlanList
Scenario 1: Validate Preview Tab On A Treatment Plan Displays A Preview Of The Plan
Specific Setup:

Requires a Client with a Treatment Plan.

Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Select desired Client.
  3. Open the Client's Treatment Plan.
  4. Click "Preview" option.
  5. Validate a preview of the Treatment Plan appears.
  6. Validate the Problems/Goals/Objectives are in the same order as the Treatment Plan.
  7. Print the Treatment Plan.
Topics
• Treatment Plans
ECS-52704 Summary | Details
Electronic Visit Verification Unscheduled Appointments Match On Staff
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
Scenario 1: Send EVV/Electronic Visit Verification Data to myEvolv
Steps

Internal Testing Only.
Topics
• Electronic Visit Verification (EVV)
ECS-52715 Summary | Details
Batches Flagged For Manual Claims Only
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • BillingProcessHistory
  • Claim 2.0 [EDIT]
  • FinanceClaims
Scenario 1: Empty Manual Claim Batches Created And Preserved
Specific Setup:
  • Payer 1 has zero billable manual claims ready to be captured in a batch.
  • Payer 2 has billable manual claims ready to be captured in a batch.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "New Request" and check "Manual Claims Only" for "Payer 1 Submitter".
  3. Upon completion of "Billing Execution Interval" validate batch is present with zero claims.
  4. Repeat test for "Payer 2", validate request creates manual claim(s).
Topics
• Finance
ECS-52738 Summary | Details
ONC Care Plan Category For Treatment Plans
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • (AA) NYSOPWDD ISP Valued Outcomes [ADD]
  • Client > Case Management > Plan Development > Planning
  • Client Search
  • Event Category Plans
  • Event Definition - Initial Treatment Plans [EDIT]
  • Event Definition - Treatment Plan Rev [EDIT]
  • Problem Category Lookup - Not Safety Plan
  • ServicePlanForm
  • Standard Codes - Care Plan Category
  • Treatment Plan Events Form Set
Scenario 1: Add Care Plan Category to Initial Plan Event
Specific Setup:
  • Access to "Setup > Treatment and Tests > Treatment Plan Events > Initial Plan Events".
  • Initial Plan Event.
Steps
  1. Navigate to "Setup > Treatment and Tests > Treatment Plan Events > Initial Plan Events".
  2. Click the "Category" button.
  3. Select "Treatment/Service Plans for People" from the Name column.
  4. Select any Event Name.
  5. Click "Standard Code".
  6. Validate the "Code" and "Description" columns contain values.
  7. Select any Code.
  8. Validate the "Standard Code" field contains the selected value, save.
  9. Navigate to "Setup > Treatment and Tests > Treatment Plan Events > Review Events".
  10. Select any Event Name.
  11. Click "Standard Code".
  12. Validate the "Code" and "Description" columns contain values.
  13. Select any Code.
  14. Validate the "Standard Code" field contains the selected value, save.
Topics
• Treatment Plans
ECS-52740 Summary | Details
Device Identifier for Implantable Devices
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Implantable Device Info [ADD]
  • Implantable Device Info [DELETE]
  • Implantable Device Info [EDIT]
  • Implantable Device Status
Scenario 1: Implantable Device Code Sent with ClientMedicalDeviceCreated Payload
Steps

Internal Testing Only.
Topics
• Client
ECS-52744 Summary | Details
FHIR Discharge Disposition Standard Codes are Sent via CareFabric
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Critical Information
  • Outcome/Results - Program Enrollment Table
  • Program Enrollment [Edit]
  • Referred to Discharge
  • GenericBrowse
  • Look-up Tables Maintenance - Extended
  • Look-up Tables Maintenance - Simple
  • Standard Codes - Encounter Discharge Disposition
  • Tables Maintenance - Extended Form Set
  • Tables Maintenance - Simple Form Set
Scenario 1: FHIR Discharge Disposition Standard Codes are Sent via CareFabric
Steps

Internal Testing Only.

Scenario 2: Program Discharge Standard Code Mapping
Steps
  1. Navigate to "Setup > System > Table Maintenance - Extended > Tables".
  2. Open "Outcome".
  3. Validate standard code column is present and that the look up table that opens is filtered to the relevant codes.
  4. Make sure that system-defined rows are already populated.
  5. Change a mapping (either on a new user-defined outcome or changing a system-defined one).
  6. Perform an upgrade, reopen, confirm that the value is unchanged and was not reverted by upgrade.
Topics
• Client • Setup
ECS-52745 Summary | Details
Oxygen Flow Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Personal Information > Physical Characteristics
  • Client Search
  • Physical Characteristics [ADD]
  • Physical Characteristics [DELETE]
  • Physical Characteristics [EDIT]
Scenario 1: Oxygen Flow Rate Added to Physical Characteristics
Specific Setup:

Client record.

Steps
  1. Navigate to 'Client > Client Information > Personal Information > Physical Characteristics'.
  2. Click the "Select Client" button.
  3. Search and select an available client.
  4. Click the "Add New" dropdown list and select "Physical Characteristics".
  5. Set the "Date Tested" field to desired date.
  6. Set the "Oxygen Flow Rate" input box to desired value.
  7. Click the "Save" button.
  8. Validate the "Oxygen Flow Rate" cell displays saved value.
Topics
• Client
ECS-52839 Summary | Details
Treatment Plan Information Sent Via CareFabric
Scenario 1: GetCarePlan Payload Returns Specific CarePlan Data
Steps

Internal Testing Only.
Topics
• Treatment Plans
ECS-52863 Summary | Details
eMAR and Discontinued Medications
Scenario 1: eMAR and Discontinued Medications
Specific Setup:

Test system has client with medication set up for eMAR and the medication has been discontinued as of today.

Steps
  1. Navigate to "Taskbar > eMAR > eMAR > eMAR" and ensure Date is set to today.
  2. Confirm that the test medication for the test client is NOT available for eMAR.
Topics
• eMAR
ECS-52865 Summary | Details
Draft Services and Billing
Scenario 1: DRAFT mode services are producing claims without duration or required notes. Status = Draft, Billed
Specific Setup:
  • Test system must contain a service that is set up for an active program with "Draft Service Option"
  • The above program/service must be billable under an active payer/plan in the test system.
  • A test client must have an active benefit assignment for the above payer/plan.
  • This test client must have a draft service entered.
Steps
  1. Run billing for test client limited to date of service of the draft service that was entered.
  2. Confirm that no claim is created for this draft service.
  3. Complete the draft service so that is no longer in draft status but rather, is completed.
  4. Reprocess the billing for this test client and confirm that a claim is created for the now-completed service.
Topics
• Finance
ECS-52879 Summary | Details
Calculate Rate and Multiple Authorization Details for Client
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
Scenario 1: Validate Calculate Rate With Multiple Authorization Details
Specific Setup:
  • Requires a client with a "Billing Authorization Header" with multiple "Authorization Detail Records".
  • Client should have one claim linked to one of the Authorization records, which should no longer be active.
  • Client should have a second "Authorization Record" where claim can now be linked to.
  • "Authorization Record" has an override amount.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set parameters to filter for desired claim.
  4. Apply a denial to the claim.
  5. Click "Add Action".
  6. Select "Resubmit".
  7. Select "Calculate Rate".
  8. Validated the resulting "Submission" contains desired units and amount from the desired "Authorization Record".
Topics
• Finance
ECS-52880 Summary | Details
Delete Billing Run Process
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alerts - View [VIEW]
  • Billing Batches Management
Scenario 1: Delete Billing Request Performance Improvement
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "Actions" and "Delete Request".
  3. Confirm request.
  4. Validate popup message "A job has been scheduled to delete this request", click "OK".
  5. After the scheduled job has been picked up (approximately ~ 1-2 minutes), click on "Alerts".
  6. Validate "Alert" message notification with Subject: "Delete Billing Request RunToDelete Failed".
  7. Close alert.
  8. Refresh "Billing Batch Management".
  9. Validate "Request" is no longer in deleting status, and displays as "Pending Review".
Topics
• Finance
ECS-52961 Summary | Details
Oxygen Concentration Added to Physical Characteristics
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Physical Characteristics [ADD]
  • Physical Characteristics [DELETE]
  • Physical Characteristics [EDIT]
Scenario 1: Oxygen Concentration Added to Physical Characteristics
Specific Setup:

An available Client record.

Steps
  1. Navigate to "Client > Client Information > Personal Information > Physical Characteristics".
  2. Click the "Select Client" button.
  3. Search and select an available client.
  4. Click the "Add New" dropdown list and select "Physical Characteristics".
  5. Set the "Date Tested" field to desired date.
  6. Set the "Oxygen Concentration" input box to desired value.
  7. Click the "Save" button.
  8. Validate the "Oxygen Concentration" cell displays saved value.
Topics
• Assessments
ECS-52989 Summary | Details
Treatment Plan Problem Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Goals Treatment Plan Depend on Category [ADD]
  • Goals Treatment Plan Depend on Category [REVIEW]
  • Methods Treatment Plan [ADD]
  • Notes - Subform Subform
  • Objectives Treatment Plan [ADD]
  • Participant Role in the Event
  • Participants- Collaterals/Family Subform
  • Plan Development [ADD]
  • Problem Category Lookup - Not Safety Plan
  • Problems Identified (People/Category)
  • Program by Client's Service Track and Service
  • Provider Sites in Agency/Program/Services
  • Related People
  • Service Plan Development - B2E Subform
  • Service Plan Review Items
  • Service Plan Status
  • ServicePlanForm
  • ServicePlanList
  • Staff - Service Providers (by Staff_id)
  • SupervisorModule
  • Supervisors with no new
  • Treatment Plan Library (by Category)
Scenario 1: Support Added for CarePlanProblem Events and Actions
Steps

Internal Testing Only.
Topics
• Treatment Plans
ECS-52999 Summary | Details
Access to Forms Modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Security Schemes
Scenario 1: Distinct Formsets Display In Personal Information and Client Information Modules
Specific Setup:

Access to "Setup > Security/Access > Navigation Access Setup > Access to Forms".

Steps
  1. Navigate to "Setup > Security/Access > Navigation Access Setup > Access to Forms".
  2. Select a "Navigation Scheme".
  3. Select Module: People Search > Personal Information.
  4. Validate that each formset displays as a single/distinct record except:
  5. "Service Authorizations" under "Personal Information"
  6. Select Module: Client > Client Information.
  7. Validate that each formset displays as a single/distinct record except:
  8. "Service Authorizations" under "Authorization Request"
  9. "Service Authorizations" under "Service Authorization"
  10. "Authorizations" under "Service Authorization"
Topics
• Setup
ECS-53012 Summary | Details
AP Retro Adjustment Utility Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security for Reports
  • Claim form for Report [VIEW]
  • Client Billing Information [EDIT]
  • Generic Facility View [VIEW]
  • GL Accounts Payable Accounts
  • PastInvoiceAdjUtility
  • Payers Setup Table
  • Report Parameters PickList
  • Report Selection Picklist
  • Report: Payment Details
  • Vendor Information [EDIT]
Scenario 1: Validate AP Retro Adjustment Utility
Specific Setup:
  • Rate Renewal Utility has been used to create a new Accounts Payable Expense rate.
  • Create Mirror Services and Billing Utility has been run.
Steps
  1. Navigate to "Finance > Utilities > AP Retro Adjustment Utility > AP Retro Adjustment Utility".
  2. Select an "AP Account".
  3. Click "View Filters".
  4. Set values to use on filters.
  5. Click "Search".
  6. Validate results.
  7. Select "Invoices" to update.
  8. Click "Save".
  9. Validate "Invoices" are no longer present on the form.
  10. Navigate to "Finance > Reports > Accounts Payable > Payment Details".
  11. Run "Payment Details" report for date(s) and client(s) tested.
  12. Validate the "Invoice" created in the "Utility" is present.
Topics
• Finance • Finance Setup
ECS-53049 Summary | Details
Calculate Rate and Unit Threshold
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Claims Submission For Remittance NX [EDIT]
Scenario 1: Validate Calculate Rate Returns Results Regardless Of Unit Threshold
Specific Setup:

Requires a "Claim" that can be remitted and is below the "Unit Threshold".

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired check.
  3. Set parameters to select desired claim.
  4. Apply desired payment and click "Add Action".
  5. Select "Resubmit".
  6. Select "Calculate Rate".
  7. Validate the resulting claim submission is not held for "Unit Threshold".
Topics
• Finance
ECS-53099 Summary | Details
myAM Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batch Claims Held
  • Billing Batch Management 2.0 Form Set
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
  • FinanceBatchManagement
  • Immediate Billing Run Request [EDIT]
  • Alert
  • All Clients With Security for Reports
  • All People with Benefit Assignments with LOS
  • Billing Batches Management
  • Claim Service Lines NX [VIEW]
  • Client Search
  • Dispense
  • Dispensing Activity by Client
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Medication Dispensing
  • Report Selection Picklist
  • Submitter Information
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Scenario 1: Finance -Validate The "First Dose of Week" Modifier and Non Modifier for Methadone Functions
Specific Setup:
  • Finance NX has been installed.
  • Claims have already been generated for clients that have dispenses of take homes, clinic visits.
  • The rate being used to generate the claims have different values entered for the clinic visits, take homes and first dose of week dispensing.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Select the "Run Description" that matches the claims that was generated.
  3. Click on the "Claims" value.
  4. The "Batch Claims Review" will display.
  5. Validate the first clinic visit during the week displays the "first dose of week" rate.
  6. Validate any other clinic visits during the week display the rate set up for clinic visits.
  7. Validate the take home visits display the correct rates.
Scenario 2: Split Transaction Dispensation
Specific Setup:
  • Inventory is set up for multiple sizes of a medication (example 8mg and 4 mg).
  • Mounted Inventory is present for both medication sizes.
  • Rate set up with Rate Details for both inventory items, each using a distinct "J code" (procedure code).
  • A patient with a medication order dose size that uses two inventory items (example: 12 mg to be dispensed as 8mg/4 mg tablets).
  • Client has received dispensed medication (Clinic Visit and Take Home).
Steps
  1. Navigate to "Client > Client Information > Health Information > Medication Administration".
  2. Select "Client".
  3. Note the "Date/time Administered" for the "Clinic Visit" and "Take Home" events.
  4. Navigate to "Reports > myAm Reports > Dispensing > Dispensing Activity by Client".
  5. Set "Parameters" to "Client/Date" from preconditions, click "Preview".
  6. Validate "Transaction Amount" and "Container Number" reflect "Medication" from preconditions.
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  8. Create a "New Billing Run" for "Client/Date" from preconditions.
  9. Upon completion of "Billing Execution Interval", validate "Claims" created for each "Dispensed Medication" from preconditions.
  10. Click "Toggle Service Lines" to expand "Claim Service Lines".
  11. Validate there is a "J-code Procedure" for each "Service Line" based upon "Rate Details" setup.
Scenario 3: Billing Program Will Honor Dose Type
Specific Setup:
  • Dispensation has been completed for one Clinic Visit Dose and six Take Home Doses.
  • Payer has AM Rate with Rate Details for Dose Type: Clinic Visit and Dose Type: Take Home.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" for services from preconditions.
  3. Upon completion of "Billing Execution Interval", confirm claims have been created for the "Clinic Visit" and the "Take Home" doses.
Topics
• Finance • Finance Setup
ECS-53105 Summary | Details
Open Remittance and Remittances Requiring Action Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Claim Remittance Transactions Subform
  • Claim Submission 2.0 [EDIT]
  • Claims Maintenance NX Form Set
Scenario 1: Validate Applying A Payment Via Remittance Requiring Action Widget
Specific Setup:
  • Requires access to "Remittance Requiring Action" Widget.
  • Requires an open remittance with available balance.
  • Remittance should also be linked to a claim that require an action.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. In "Remittances Requiring Action" widget, click on desired "Claim Status" link.
  3. Click "View Filters".
  4. Set "Search Parameters" to select desired claim.
  5. Click "Search" button.
  6. Apply desired "Partial Payment" to the claim.
  7. Save.
  8. Click on "Claim Link".
  9. Click "Submissions" tab.
  10. Click "Actions" and select "Open Form".
  11. Click "Claim Status".
  12. Validate in "Claim Remittance Transactions" SubForm "Remittance Check" contains desired check.
  13. Close the form.
  14. Refresh the "Widget".
  15. Validate the "Partially Paid" column has increased by 1.
Scenario 2: Validate Applying A Payment Via Open Remittance Widget
Specific Setup:
  • Requires access to "Open Remittance" Widget.
  • Requires an open remittance with available balance.
  • Requires a claim that can be paid via the remittance.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. In "Open Remittance" widget, click on "Open Cash Application Form" button.
  3. Click "View Filters".
  4. Set "Search Parameters" to select desired claim.
  5. Click "Search" button.
  6. Apply desired payment to the claim.
  7. Save.
  8. Click on "Claim Link".
  9. Click "Submissions" tab.
  10. Click "Actions" and select "Open Form".
  11. Click "Claim Status".
  12. Validate in "Claim Remittance Transactions" SubForm "Remittance Check" contains desired check.
Topics
• Finance • Widgets
ECS-53112 Summary | Details
Evolv Web Scheduler Windows Service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • PrintingBundleTemplate
  • Benefit Assignment [EDIT]
  • Eligibility File
  • Finance > Imports/Exports > Imports > Eligibility (271) Imports
  • FinanceImportListing
  • Report: Benefits Details
  • Report: Clients Processed OK
  • Cash Received Maintenance (System) [VIEW]
  • Remittance File
  • Report: Claim Details Report
  • Report: Claim Remittance Report
  • 999 Acknowledgement File
  • Claim/Invoice Batch [VIEW]
  • Message from webpage - Are you sure want to delete this record?
  • Printing Bundle Templates Active
  • Web Browser
Scenario 1: Generating Large Print Bundle Via Async
Specific Setup:
  • Requires access to "My Print Bundles" widget.
  • Requires a client with a large amount of data.
Steps
  1. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  2. Select desired client.
  3. Set desired filters for "Print Bundle" or click "Select Template" and select desired template.
  4. Check desired events.
  5. Click "Submit" button.
  6. Set desired description.
  7. Click "Submit Async".
  8. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  9. Under "My Print Bundles" widget validate the "Print Bundle" is listed.
  10. Wait for the "Print Bundle" to process.
  11. Once complete click "Actions" button and select "View PDF".
  12. Validate the output contains desired result.
Scenario 2: Receive 271 File From RevConnect
Specific Setup:
  • System is configured to receive 271 Eligibility Files from RevConnect.
  • 271 file with a tilde ~ at the end of each line.
  • 271 file without training tilde.
Steps
  1. Confirm "271 File with trailing tilde" from preconditions has uploaded from RevConnect.
  2. Navigate to "Finance > Imports/Exports > Imports > Eligibility (271) Imports".
  3. Validate file is present.
  4. Click "Actions", "Report".
  5. Validate "Report" contains "Client Eligibility", close.
  6. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  7. Select "Client" and click on "Benefit Assignment" associated with the "271 file".
  8. Scroll to "271 Information".
  9. Validate "271 Eligibility History" is present, close.
  10. Repeat steps for "271 File without trailing tilde".
Scenario 3: Receive 835 File From RevConnect
Specific Setup:

Ability to receive 835 Remittance files via SFTP/RevConnect.

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Validate file has imported successfully from "SFTP/RevConnect".
  3. Click "File Name" link.
  4. Validate file displays, close.
  5. Click "Check" link.
  6. Validate "Receiver" and "Deposit" information is correct.
  7. Click "Actions", "Remittance Report".
  8. Validate "Report" contains "Claim Remittance" information, close.
  9. Click "Actions", "Claim Details".
  10. Validate "Report" contains "Claim Details" information, close.
Scenario 4: Receive Valid 999 File From RevConnect
Specific Setup:

Claim Receiver configured for SFTP/RevConnect Integration.

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > 999 Imports".
  2. Validate "999 File" is present.
  3. Click on "File" to expand.
  4. Validate "Invoice Batch Log" corresponds to existing "Control Number".
Scenario 5: Validate Print Bundle Run Now/Async Simultaneously
Specific Setup:
  • Scenario works with two different staff and using two different workstations.
  • Scenario uses "Print Bundle Template".
  • Multiple Client records in system.
Steps
  1. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  2. Select a "Client".
  3. Click on "Template" button and select desired template.
  4. Check off desired events.
  5. Click "Submit" button.
  6. Set desired description.
  7. Click "Submit Async".
  8. As the second staff, log into myEvolv on a different workstation.
  9. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  10. Select a "Client" (use different record than prior steps).
  11. Click on "Template" button and select desired template.
  12. Check off desired events.
  13. Click "Submit" button.
  14. Set desired description.
  15. Click "Run Now".
  16. Wait for report image to appear.
  17. Validate the report contains desired "Client".
  18. Switch back to first workstation.
  19. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  20. In the "My Print Bundle" widget click on "Actions".
  21. Select "View PDF".
  22. Validate the report contains the desired Client.
Scenario 6: Validate Print Bundle Displays Client Header
Steps

Internal Testing Only.
Topics
• Client • Finance • Finance Setup • Reports • Treatment Plans
ECS-53116 Summary | Details
Updated Logic for Start and End Dates for Calculate Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
Scenario 1: Validate Calculate Rate On An Action Based Claim From myEvolv
Specific Setup:

Requires an action based claim converted from "Evolv".

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set the parameters to search for desired "Claim".
  4. Apply desired status to the claim such as "Denial".
  5. Click "Add Action".
  6. Select "Resubmit".
  7. Select "Calculate Rate".
  8. Validate the system returns desired results based dates from the billing log.
Scenario 2: Validate Calculate Rate On An Action Based Claim From myEvolv With Consolidation
Specific Setup:
  • Requires an action based claim converted from "Evolv".
  • Rate on claim should be set up to consolidate.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set the parameters to search for desired "Claim".
  4. Apply desired status to the claim such as "Denial".
  5. Click "Add Action".
  6. Select "Resubmit".
  7. Select "Calculate Rate".
  8. Validate the system returns desired results based on the consolidation period of the claim.
Topics
• Finance
ECS-53152 Summary | Details
Placement Disruptions and Calculate Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Client Search
  • Placement Disruptions: Unknown Location [DELETE]
Scenario 1: Validate Calculate Rate Breaks on Placement Disruption
Specific Setup:
  • 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"
Steps
  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".
Topics
• Finance
ECS-53176 Summary | Details
Facility Providing Service for Family Case Tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Activities - Family Case [ADD]
  • Activities - Family Case [EDIT]
  • Client Service Entry
  • Critical Information
  • Profile Scheduled Tasks [ADD]
  • Profile Scheduled Tasks [DELETE]
  • Select Family Case
Scenario 1: Site Providing Service Saves Location When Completing Family Case Scheduled Tasks
Specific Setup:
  • Family Case enrolled in a Program.
  • Events/Tasks available to Add/Schedule under the Program.
Steps
  1. Navigate to "Family Cases > Case > Critical Information > Critical Information".
  2. Select desired "Family Case".
  3. Take a note of the Facility for the Program Enrollment.
  4. Navigate to "Family Cases > Clinical Information > Service Management > Service Entry".
  5. Add a task and Schedule a task.
  6. Populate required fields and save.
  7. Re-open the tasks.
  8. Validate the "Facility Providing Service" is the same listed Facility noted previously under Critical information.
Topics
• Family Cases
ECS-53198 Summary | Details
Journal Entries for Held Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Claim 2.0 [EDIT]
  • Claim Output Ready
  • Claim/Invoice Batch [VIEW]
  • Client Search
  • Diagnosis General [ADD]
  • Diagnosis Search Service
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Priority Table
  • Submitter Information
Scenario 1: Validate Released Held Claim Contains Cost Center
Specific Setup:
  • Requires a held claim (Scenario works with a claim that is held for "No Primary Diagnosis").
  • "Held Claim Not Recognize Revenue" was checked when the claim was generated.
Steps
  1. Navigate to "Client > Client Information > Health Information > Diagnoses Information".
  2. Select desired client.
  3. Enter a diagnosis to resolve the hold reason.
  4. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  5. Uncheck "Held Claim Not Recognize Revenue".
  6. Save.
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  8. Click "New Run".
  9. Select "Start New Billing Run".
  10. Fill in required fields to generate a new claim.
  11. Wait for billing to run.
  12. Validate "Held Claim" has been released.
  13. Click on "Claim Link".
  14. Click on "Open Batch"
  15. Click on "Create Output".
  16. Close the form.
  17. Mark the batch as "Sent".
  18. Click on the "Claim Link".
  19. Click on "Accounting Info".
  20. Validate the "Journal Entries" contain "Cost Center".
Topics
• Finance
ECS-53228 Summary | Details
Treatment Plan Goals and Group Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Activities - Group Activities [ADD]
  • Client Search
  • Client Service Entry
  • Get Date Time [EDIT]
  • Plan Goals (Event)
  • Select Group
  • ServicePlanForm
  • ServicePlanList
  • Treatment Goal [ADD]
Scenario 1: Validate Goals in Group Event Displays Treatment Plan Goals
Specific Setup:
  • Client setup with treatment plan and goal.
  • Client enrolled in Group.
  • Group has events that can be scheduled.
Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Select a Client and Open Treatment Plan.
  3. Verify and take note of "Goal".
  4. Navigate to "Groups > Service Management > Service Management > Service Entry"
  5. Select a Group the contains Desired Client.
  6. Add an Event and fill form.
  7. Click "Goals" in the group member's SubForm section.
  8. Select a Treatment Goal.
  9. Validate that only Treatment Plan Goals load for that selected member.
  10. Save the form and validate the successful service creation.
Topics
• Client • Groups
ECS-53244 Summary | Details
SDK Error Clean Up
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • System Logs Form Set
Scenario 1: SDK Event Error Log Timeout Increased
Steps

Internal Testing Only.
Topics
• Utilities
ECS-53272 Summary | Details
Call Center Assessment Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Center Search Forms [ADD]
  • Call Disposition with Intake [EDIT]
  • Gender Table
  • Notes - Subform Subform
  • Program Listing by Agency and Service Event
  • Provider Sites by Program
Scenario 1: Incomplete Call Listing and Minimize Function in Call Center
Specific Setup:
  • Call Center event with Follow Up events linked exists in test system.
  • Two Incomplete Calls in system.
  • Call Documentation with test assessment.
Steps
  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.
Topics
• Call Center
ECS-53326 Summary | Details
NACHA File Alignment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ChecksCreationLog
  • Foster Home [EDIT]
  • NACHA File
  • Resource Family Search
  • Vendor Information (For New) [EDIT]
Scenario 1: Validate Nacha File Is Aligned When Payor Vendor ID exceeds 15 characters
Specific Setup:
  • Requires at least one "Vendor" with a "Vendor ID" that is more than 15 characters.
  • 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".
  5. Validate "NACHA File" is aligned and "Vendor ID" with more than 15 characters has been truncated.
Topics
• Finance
ECS-53331 Summary | Details
Client Discharge Date Validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Discharge [EDIT]
  • Agency Placement [EDIT]
  • Alerts - Send [ADD]
  • Client Search
  • Critical Information
  • Program Enrollment [Edit]
  • All Clients With Security Listing by PeopleID
  • Client Service Entry
  • SupervisorModule
Scenario 1: Validate Prevention Form Displays When Agency Discharge Date/Program Enrollment End-Date Is Outside of Enrollment Range
Specific Setup:

Client with multiple Enrollments, each with Services belonging to those Enrollments.

Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select "Client" from preconditions.
  3. Select "Discharge From Agency" from Agency dropdown.
  4. Enter a Discharge Date and Time that is prior to the services in the program.
  5. Verify "validation prevention" pop up appears.
  6. Close out of the form.
  7. Select "Open Form" from agency dropdown.
  8. Modify the Start Date so that its later than the services in the program.
  9. Verify validation prevention pop up appears.
  10. Close out of the form.
  11. Select "Correct/Close Program Enrollment" from Program dropdown.
  12. Modify Actual End Date so that its before the services in the program.
  13. Verify validation prevention pop up appears.
  14. Validate can click on Service that is blocking change.
  15. Click "Send Alert" for Service.
  16. Send an Alert message to staff.
  17. Close out of form.
  18. Validate Alert message sent and appears in Alerts.
Scenario 2: Validate Client Program Discharge for Services Dated As the Same Date of the Program Enrollment Saves.
Specific Setup:

Client enrolled in a Program.

Steps
  • Navigate to "Client > Case Management > Service Management > Service Entry".
  • Create a Service Event with the same date and time of the enrollment for the Program providing the service.
  • Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  • Select "Correct/Close Program Enrollment" for the same Program Enrollment.
  • Enter Actual End Date and Time and verify save.
Topics
• Alerts • Client • Taskbar
ECS-53344 Summary | Details
Direct Deposit Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Check Printout PDF
  • ChecksCreationLog
  • Create Checks [ADD]
  • GL Accounts Payable Accounts
  • GL Cash Accounts
  • NACHA File
Scenario 1: Validate Vendor Marked With Create Prenotification Prints Direct Deposit Check
Specific Setup:
  • Requires a "Vendor" that has invoices that need to be paid.
  • "Vendor" should be set up with "Direct Deposit".
  • "Vendor" should have "Create Prenotification" checked.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Click "Create Checks".
  3. Fill in required fields to print desired "Direct Deposit" check.
  4. Click "Actions" button and select "Print DD Checks".
  5. Validate the PDF output contains desired "Check".
Topics
• Finance
ECS-53369 Summary | Details
Send Immunization Status and Source Code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CDC-defined NIP002 - Substance Refusal Reason
  • Client Search
  • Immunizations - Standard Codes [ADD]
  • Immunizations - Standard Codes [EDIT]
  • Location Table (Service)
  • Standard Codes - All codes by Event
  • Standard Codes - Immunization Form Entry
Scenario 1: ImmunizationCreated Message to Include StatusCode
Steps

Internal Testing Only.
Topics
• Immunizations
ECS-53370 Summary | Details
Care Plan Goal CareFabric Message
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Case > Case Management > Plan Development > Planning
  • Category/Goal Merge [ADD]
  • Client Search
  • Methods Treatment Plan [ADD]
  • Objectives Treatment Plan [ADD]
  • Plan Development [ADD]
  • Problem Category Lookup - Not Safety Plan
  • Problems Identified (People/Category)
  • Program by Client's Service Track and Service
  • Provider Sites in Agency/Program/Services
  • Service Plan Development - B2E Subform
  • ServicePlanForm
  • ServicePlanList
  • Strengthed Based Goal [ADD]
  • Strengths Identified (People)
  • Supervisors with no new
  • Treatment Plan Library (by Category)
Scenario 1: CarePlanGoal Payload Sent Out When CarePlan Created
Steps

Internal Testing Only.
Topics
• Treatment Plans
ECS-53534 Summary | Details
Using "Start Billing Now" While Calculate Rate In Process
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Cash Receipts for Remittance
Scenario 1: Validate Ability To Start Billing Now While "Calculate Rate" in Process
Specific Setup:
  • 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.
Steps
  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.
Topics
• Finance
ECS-53700 Summary | Details
Scheduled Tasks Can Be Prevented From Appearing In Front Desk Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Related Task - New [ADD]
  • Client Search
  • Client Service Entry
  • Event Categories/People - User Modifiable
  • Event Definition User - People [EDIT]
  • Event Definitions - People Based Form Set
  • Front Desk Calendar Appointment [ADD]
  • FrontDeskCalendar
  • FrontDeskCheckIn
  • Staff - Service Providers (by Staff_id) NES
  • Service and Attendance Facilities Listing
Scenario 1: Validate Flag Suppress From Front Desk On Event Level
Specific Setup:

Requires an event where "Suppress From Front Desk" is not checked on the "Event" level.

Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click "Schedule Task" button.
  4. Select desired event from step 4.
  5. Set desired date for scheduled event.
  6. Check "Suppress From Front Desk".
  7. Save.
  8. Navigate to the "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX"
  9. Set date filter to date from step 11.
  10. Validate the "Scheduled" column does not contain the scheduled event.
  11. Click "View Calendar".
  12. Check desired staff.
  13. Click on desired date.
  14. Validate the "Scheduled Event" is visible in desired time slot.
Scenario 2: Validate Flag Suppress From Front Desk On Scheduled Task Event
Steps
  1. Navigate to "Agency Setup > Event Setup > People > Events Setup".
  2. Click "Event Category".
  3. Select desired event category.
  4. Open desired event to edit.
  5. Check the "Suppress From Front Desk" check box.
  6. Save the form.
  7. Navigate to "Client > Case Management > Service Management > Service Entry".
  8. Select desired client.
  9. Click "Schedule Task" button.
  10. Select desired event from step 4.
  11. Set desired date for scheduled event.
  12. Save.
  13. Navigate to the "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX"
  14. Set date filter to date from step 11.
  15. Validate the "Scheduled" column does not contain the scheduled event.
  16. Click "View Calendar".
  17. Check desired staff.
  18. Click on desired date.
  19. Validate the "Scheduled Event" is visible in desired time slot.
Topics
• Calendar • Client • Front Desk
ECS-53727 Summary | Details
Pending Lab Orders and Pending Lab Results Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Lab Orders
  • NX ADD RESULT
  • NX FACESHEET
  • NX LAB DETAILS
  • NX LAB ORDER DETAILS
  • NX LAB ORDER RESULT
  • NX ORDER ENTRY - REVIEW
  • NX ORDER ENTRY - SEARCH
  • NX ORDERS
  • NX RESULTS
  • NX SCRATCHPAD
  • NX TOP NAVIGATION
  • OrderConnect Lab Orders [EDIT]
  • OrderConnect Lab Results [EDIT]
  • PH MV Lab Results [EDIT]
  • Program by Client's Service Track and Service
  • Provider Sites by Program
  • Staff - Service Providers (by Staff_id)
  • Staff (All)
Scenario 1: Pending Lab Order & Pending Lab Results For OrderConnect
Specific Setup:
  • Client setup with Diagnosis in Diagnoses Information (Priority 1).
  • Client enrolled in Program with OC Services (OC Lab Orders & OC Lab Results).
  • OC Services must be active, visible, and modifiable.
  • Staff setup with Access permissions for OC Lab Orders & OC Lab Results.
  • Lab orders have been created in OrderConnect.
Steps
  1. Navigate to "Client > Case Management > Health Information > Lab Tests".
  2. Choose a Client and select Actions > OC e-Prescription.
  3. Verify connection to OrderConnect.
  4. Start an Order.
  5. Select "Lab" tab and click "New Order Item".
  6. Navigate through pages until Lab Order Item is ordered.
  7. Navigate to "Client > Case Management > Health Information > Lab Tests".
  8. Refresh table.
  9. Verify "OC Lab Orders" item appears.
  10. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  11. Select "Pending lab Orders" and "Pending Lab Results" to be active widgets.
  12. Refresh the widgets.
  13. Verify ordered item appears in "Pending Lab Orders" widget.
  14. Add Results to ordered item in OrderConnect.
  15. Refresh the widgets.
  16. Verify ordered item appears in "Pending Lab Results" widget as well.
  17. Navigate to "Client > Case Management > Health Information > Lab Tests".
  18. Refresh table.
  19. Verify "OC Lab Results" item appears.
  20. Open "OC Lab Order", fill form and save.
  21. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  22. Refresh the widgets.
  23. Verify Program appears under ordered item in "Pending Lab Orders" widget.
  24. Navigate to "Client > Case Management > Health Information > Lab Tests".
  25. Refresh table.
  26. Open "OC Lab Results" and link to OC Lab Order, fill form and save.
  27. Submit "OC Lab Orders".
  28. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  29. Refresh the widgets.
  30. Verify Lab Order in "Pending Lab Orders" widget drop off.
  31. Verify Program appears under ordered item in "Pending Lab Results" widget.
  32. Navigate to "Client > Case Management > Health Information > Lab Tests".
  33. Refresh table.
  34. Submit "OC Lab Result".
  35. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  36. Refresh the widgets.
  37. Verify Lab Order in "Pending Lab Results" widget drop off.
  38. Start a new Order in OrderConnect.
  39. Select "Lab" tab and click "New Order Item".
  40. Navigate through pages until Lab Order Item is ordered.
  41. Add Results to ordered item in OrderConnect.
  42. Navigate to "Client > Case Management > Health Information > Lab Tests".
  43. Refresh table.
  44. Open "OC Lab Order", fill form, save and submit
  45. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  46. Refresh the widgets.
  47. Click on ordered item in "Pending Lab Results" widget.
  48. Validate "PH_MV_LAB_RESULT" form opens.
  49. Fill form, save, and submit.
  50. Refresh the widgets.
  51. Verify Lab Order in "Pending Lab Results" widget drop off.
  52. Navigate to "Client > Case Management > Health Information > Lab Tests".
  53. Refresh table.
  54. Validate OC Lab Results submitted.
Topics
• OrderConnect • Widgets