myEvolv NX 11.0.0000.01 Acceptance Tests

ECS-52473 Summary | Details

Adjustment Claims

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
Claims Maintenance NX Form Set

Scenario 1: Validate Actions On An Adjustment Claim

Specific Setup:

Requires a client with a claim that has been "Adjusted".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set search parameters to search for desired claim.
Validate the "Status" of the adjustment claim is listed as "No Remit".
Add a "Denial" to the claim.
Click "Add Action".
Select "Action" dropdown box.
Validate the actions "Write Off, Resubmit, Resubmit To Other, Adjustment and Void" are listed.
Select "Resubmit"
Validate "Submit To" contains same payer.
Save.
Wait for billing to run.
Click on desired "Adjustment Claim" link.
Click on "Submissions" tab.
Validate the second submission is listed.
Validate "Claim Frequency" is "Replacement of Prior Claim".
Delete the action.
Click "Add Action" and select "Write Off".
Save.
Validate the claim balance is zero.
Delete the action.
Click "Add Action" and select "Adjustment".
Save.
Validate a new "Adjustment Claim" is created.

Scenario 2: Validate Resubmit To Other Action On An Adjustment Claim

Specific Setup:

Requires a client with a claim that has been "Adjusted".
Client should have a "Secondary Benefit Assignment" that can also bill the service.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set search parameters to search for desired claim.
On the "Adjustment Claim" add a "Partial Payment".
Click "Add Action".
Select "Action" dropdown box.
Select "Resubmit To Other".
Validate "Submit To" contains desired "Secondary Payer".
Save.
Wait for billing to run.
Click on desired "Adjustment Claim" link.
Click on "Submissions" tab.
Validate the second submission is listed.
Validate "Claim Frequency" is "Admit thru Discharge Claim".
Validate "Claim Submission" has desired "Payer" and "Balance".

Topics

• Finance

ECS-53488 Summary | Details

Added Support for DOC Additional Rate

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
Client Search
Critical Information
FinanceClaims
Immediate Billing Run Request [ADD]
Program Enrollment Modifier [EDIT]
Submitter Information

Scenario 1: Validate Claim Includes DOC Additional Rate

Specific Setup:

Requires a client that can bill "Facility Placement".
Facility Placement Rate should have "DOC Additional Rate" set.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select desired client.
Click "Display Menu of Actions" and select "New Program Modifier".
Fill in required fields.
Set "DOC Points" to desired amount".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Start New Billing Run".
Fill in required fields to bill for desired client.
Wait for billing to run.
Open the resulting claim.
Validate the amount of the claim is the "Rate + (DOC Additional Rate x DOC Points)".

Topics

• Finance

ECS-54474 Summary | Details

Front Desk Calendar Staff Appointment Availability

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 [EDIT]
FrontDeskCalendar
FrontDeskCheckIn
People Search with New
Program by Managing Office and Agency
Staff - Service Providers (by Staff_id)
Staff - Service Providers by Program and Facility

Scenario 1: Validate Appointment Slots Showing Unavailable for Booked Appointment Times

Specific Setup:

Access to Calendar.
Available Client to schedule event.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select a Client and schedule an appointment with a staff under a desired facility.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click Calendar button.
Select the staff and Set facility to same as appointment.
Open the appointment that was created and Validate that the facility is not changed.
Change the facility.
Open the appointment that was created and Validate that the facility is not changed.
Click Advanced search.
Fill the required fields and validate that the search returns only timeslots available during the day of the appointment and not during the appointment itself.

Topics

• Calendar • Client • Taskbar

ECS-54544 Summary | Details

Printing Assessments

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Assessment Remarks
Client
Client > Case Management > Service Management > Assessments
Print Preview
Select Client

Scenario 1: Printing of Assessment Containing All Question Types

Specific Setup:

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

Steps

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

Topics

• Assessments

ECS-54583 Summary | Details

Billed Care Days Report

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

ActionsView
All Clients With Security for Reports
AR Management
Cash Receipts for Remittance
Report Parameters PickList
Report Selection Picklist
Report: Billed Care Days

Scenario 1: Validate Care Days Report Displays Claim

Specific Setup:

Requires a client with billed "Care Day Placement".
Rate should be set up with "Is For Care Day Reporting".
Scenario works with a claim that is "Overpaid".

Steps

Navigate to "Finance > Reports > General > Billed Care Days".
Set desired date range
Select desired "Report Selection".
Preview the report.
Validate desired client and billed care days are visible.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set desired search parameters to pull up desired claim.
Add an "Action" to the claim, i.e "Overpayment".
Save.
Navigate to "Finance > Reports > General > Billed Care Days".
Set desired date range
Select desired "Report Selection".
Preview the report.
Validate desired client and billed care days are visible.

Topics

• Finance Setup • Reports

ECS-54684 Summary | Details

Duration of Other Activities

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Client Service Entry
Event Definitions - Service - by Category/Program
General Service Note (auto date) [ADD]
Other Activities - B2E Subform

Scenario 1: Validate Duration Is Updated As Sum of Other Activities Duration When Parent Form Has Duration Disabled

Specific Setup:

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

Steps

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

Topics

• Forms

ECS-54735 Summary | Details

Custom Reports

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
Save Reports
Scheduled Custom Reports [ADD]

Scenario 1: Validate Custom Reports Working for Virtual Views With Spaces As Aliases

Specific Setup:

Virtual view using column names with spaces as aliases.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Run custom report which uses virtual view from setup.
Validate report can "Run Report" and "Run as CSV".
Navigate to " Reports > Other > Saved Reports > Report Listing"
Retrieve CSV file.

Topics

• Reports

ECS-54740 Summary | Details

Placement Disruptions With Program Modifiers

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

1. Simple Service Entry [ADD]
Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Claim 2.0 [EDIT]
Client Search
Client Service Entry
Facilities Listing by Program
FinanceClaims
Immediate Billing Run Request [ADD]
Placement Disruptions: Respite Placement [ADD]
Placement Events by Agency/Program - People
Program by Client's Service Track - Respite
Program Enrollment Modifier (by Agency)
Submitter Information
Unit Table

Scenario 1: Validate Billing Placement Disruptions Includes Program Modifier

Specific Setup:

Client is enrolled in a Care Day Program.
Respite Program is a billable Placement Disruption.
Respite program has a manual service that is billable.

Steps

Navigate to "Client > Client Information > Critical Information > Placement Disruptions".
Select "Client" from preconditions.
Click "Add New".
Select "Respite" from the New Events drop down list.
Fill out required fields.
Select desired "Description" from the "Program Modifier" list.
Click "Save".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" button.
Select "Start New Billing Run".
Fill out required fields.
Select desired Receiver, click "Save".
Click "Billing Process History".
Click "Start Billing Now".
Go back to "Billing Batches Management".
Open the "Batch".
Click the Claims ID number link.
Verify the Placement Disruptions has been billed with the Program Modifier from preconditions.
Click "Close".

Topics

• Client • Finance

ECS-54752 Summary | Details

Group Appointments In Front Desk Check In

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Group Listing with Security
Service and Attendance Facilities Listing
Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
Activities - Group Activities
Groups > Service Management > Service Management > Service Entry

Scenario 1: Front Desk NX - Validation of Groups Check In Filters

Specific Setup:

Test system must have two different active groups associated with the same facility.
Each group must have a "Default Event" and "Default Staff" defined for an active schedule under "Groups > Group > Information > General Information".
The schedule must have at least one day where both groups are active (i.e. both meet on Mondays).
Each group must have at least one client actively enrolled with the above schedule that have not been checked in for the day selected for testing.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Populate "Location" with your desired location where both groups are associated.
Populate "Date" with a day where both groups are scheduled to meet and group members have not yet been checked in.
Check "Include Group Appointments" checkbox.
Click "Apply Filters" button.
Confirm the "Scheduled" column indicates the expected number of appointments.
Click "Group" and select one of the two groups that is scheduled to meet on this day.
Click "Apply Filters" button.
Confirm the "Scheduled" count is reduced by the number of clients scheduled with the other group.
Scroll through the "Scheduled" column and confirm that only group appointments for the group selected are appearing.
Click "Group" and select the other group that is scheduled to meet on this day.
Click "Apply Filters" button.
Confirm the "Scheduled" count is reduced by the number of clients scheduled with the other group.
Scroll through the "Scheduled" column and confirm that only group appointments for the group selected are appearing.
Click "Group" and then click "Clear" to clear this filter.
If desired, un-check the "Include Group Appointments?" checkbox.
If desired, clear the "Date" and "Location".

Scenario 2: Front Desk NX - Validate Check In of Group Appointment

Specific Setup:

Test system must have an active group.
The group must have a "Default Event" and "Default Staff" defined for an active schedule under "Groups > Group > Information > General Information".
The group must have several clients actively enrolled with the above schedule that have not been checked in already for this appointment.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Populate "Location" with your desired location where test group is associated.
Populate "Date" with a day where group is scheduled to meet and group members have not yet been checked in.
Check "Include Group Appointments" checkbox.
Click "Group" and select one of the two groups that is scheduled to meet on this day.
Click "Apply Filters" button.
Confirm the "Scheduled" column indicates the expected number of appointments.
Set "Search for Clients" filter at top of "Scheduled" column to desired group member name
Validate "Scheduled" column is filtered to only show individual(s) with this name.
Click "Check In" button for this individual.
Note that the card moves from the "Scheduled" column to the "In Progress" column.
Set the "Search for Clients" filter at top of "Scheduled" column to desired group member name.
Validate "Scheduled" column is filtered to only show individual(s) with this name.
Click "Check In w/ Form" button for this individual.
Click "Complete Check In" once the check in form loads.
Note that the card moves from the "Scheduled" column to the "In Progress" column.
Click the "x" to clear the "Search for Clients" filter at the top of the "Scheduled" column.
Validate "Scheduled" column is no longer filtered to any specific individual.
Note the name of another individual scheduled for this group session.
Navigate to "Groups > Service Management > Service Management > Service Entry".
Select your test Group making certain to select the appropriate unit.
Set the "Actual Date" column filter to the date of the appointment you just checked in members for using "MM/DD/YYYY" format.
Click this row to open the group service on this date.
Scroll to the "Group Members" SubForm and confirm that the two individuals that were checked in to the appointment are flagged as "Present?".
Confirm that the individual noted who was not checked in, does not have the "Present?" flag checked.
Delete your test group service if desired.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "Apply Filters" button.
Validate that the group members previously checked in appear in the "Scheduled" bucket and not "In Progress" bucket.
Clear all filters if desired.

Topics

• Front Desk • Groups

ECS-54760 Summary | Details

Duration for Activities in SubForms

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Client Service Entry
Event Definitions - Service - by Category/Program
Other Activities - B2E Subform
Other Activities [EDIT]

Scenario 1: Validate Child Event Data Will Now Auto Calculate Duration When Saving From a Drafted Event

Specific Setup:

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

Steps

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

Topics

• Client

ECS-54798 Summary | Details

Update Refresh Denormalized Process for Performance Improvements

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Critical Information
Enrollment Transfer Type Look-up Table
Events To Do Quick Transfer
Facility Placement for a Person [DELETE]
Facility Transfer [ADD]
Message from webpage - Are you sure want to delete Program Enrollment?
Placement Events by Agency/Program - People2
Program Enrollment [Delete]
Program Enrollment From Service Track [ADD]
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Unit Table
Worker Role (to a client or in a workgroup) Table
Client Service Entry
Program Enrollment [Edit]
Manage Tasks (for Discharged Client)
Message from webpage - Click OK if you would like to end all worker assignments for this program. Click Cancel if you would like to leave worker assignments open while ending the program enrollment.

Scenario 1: Validate Client Address Updates After New Enrollment

Specific Setup:

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

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select a Client.
Enroll the client into a new program, fill required information and save.
Refresh Client information.
Validate location changes to new program enrollment Facility.
Transfer the facility to another location.
Refresh Client information.
Validate location changes to newly transferred program Facility.
Delete the new program enrollment.
Refresh Client information.
Validate location changes to previous program enrollment Facility.

Scenario 2: Validate Enrollment Date Updates On Client Service Entry

Specific Setup:

Existing Client enrollment.

Steps

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

Scenario 3: Validate Address Updates When Discharging Client

Specific Setup:

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

Steps

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

Topics

• Client • Service Entry

ECS-54867 Summary | Details

Agency Discharge Reasons Propagate to Programs

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Agency Discharge [EDIT]
Agency Re-Admission [EDIT]
Client Search
Closing Reasons - Service Track Table
Critical Information
Event Definitions (Plain)
Manage Tasks (for Discharged Client)
Outcome/Results - Service Track Table
Program Enrollment [Edit]

Scenario 1: Validate Discharging From Agency Propagates Reasons for Discharge Down to Programs

Specific Setup:

Client admitted to Agency and at least one Program.

Steps

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

Topics

• Client

ECS-54871 Summary | Details

Service/Case Notes & Planning Approval

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Active events by Program or Clinic
Calendar
Client
Client > Case Management > Plan Development > Planning
Client Problems
Client Related Task by Staff Responsible
Front Desk Check-In Search
Other Activities (Treatment Plan Steps)
People Search with New
Problems Identified (People/Category)
Program Listing By Agency and Worker
Schedule Appointment
Select Client
Service Plan Review Items
Staff - Service Providers (by Staff_id) NES
Supervisor Approval - Filter
Supervisor Worker Note
Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval
Treatment Plan
Treatment Plan Library (by Category)
Treatment Plan Steps
Activities - Group Activities [ADD]
Client Search
Client Service Entry
Get Date Time [EDIT]
Select Group
SupervisorModule
All Clients With Security Listing by PeopleID
Service Events for Report
Staff Subordinates

Scenario 1: Validate Treatment Plan Workflow

Specific Setup:

Requires access to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Requires a Treatment plan that has been submitted.

Steps

Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Set "Filters" for "Treatment Plan" from preconditions.
Click the "Link" for the plan.
Validate that the Treatment Plan loads.

Scenario 2: “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

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

Scenario 3: Validate Filters Under Supervisor Approval

Specific Setup:

User has multiple subordinate staff.

Steps

Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Click "View Filters".
Clear "From Date" and click "Apply Filters".
Validate records load.
Set Filters to desired selection.
Verify the Results return as expected.

Topics

• Calendar • Client • Family Cases • Groups • Service Entry • Supervisor • Taskbar • Treatment Plans

ECS-54936 Summary | Details

Front Desk Calendar Timeout

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

EvolvCS Client [EDIT]
FrontDeskCalendar
FrontDeskCheckIn

Scenario 1: Validate Front Desk Calendar Standalone Closes Upon System Timeout

Specific Setup:

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

Steps

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

Topics

• Calendar • Front Desk

ECS-52473 Summary \| Details Adjustment Claims 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 Claims Maintenance NX Form Set Scenario 1: Validate Actions On An Adjustment Claim Specific Setup: Requires a client with a claim that has been "Adjusted". Steps Navigate to "Finance > Remittance Processing > Remittance Application > AR Management". Select desired "Remittance". Set search parameters to search for desired claim. Validate the "Status" of the adjustment claim is listed as "No Remit". Add a "Denial" to the claim. Click "Add Action". Select "Action" dropdown box. Validate the actions "Write Off, Resubmit, Resubmit To Other, Adjustment and Void" are listed. Select "Resubmit" Validate "Submit To" contains same payer. Save. Wait for billing to run. Click on desired "Adjustment Claim" link. Click on "Submissions" tab. Validate the second submission is listed. Validate "Claim Frequency" is "Replacement of Prior Claim". Delete the action. Click "Add Action" and select "Write Off". Save. Validate the claim balance is zero. Delete the action. Click "Add Action" and select "Adjustment". Save. Validate a new "Adjustment Claim" is created. Scenario 2: Validate Resubmit To Other Action On An Adjustment Claim Specific Setup: Requires a client with a claim that has been "Adjusted". Client should have a "Secondary Benefit Assignment" that can also bill the service. Steps Navigate to "Finance > Remittance Processing > Remittance Application > AR Management". Select desired "Remittance". Set search parameters to search for desired claim. On the "Adjustment Claim" add a "Partial Payment". Click "Add Action". Select "Action" dropdown box. Select "Resubmit To Other". Validate "Submit To" contains desired "Secondary Payer". Save. Wait for billing to run. Click on desired "Adjustment Claim" link. Click on "Submissions" tab. Validate the second submission is listed. Validate "Claim Frequency" is "Admit thru Discharge Claim". Validate "Claim Submission" has desired "Payer" and "Balance".	Topics • Finance
ECS-53488 Summary \| Details Added Support for DOC Additional Rate 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 Client Search Critical Information FinanceClaims Immediate Billing Run Request [ADD] Program Enrollment Modifier [EDIT] Submitter Information Scenario 1: Validate Claim Includes DOC Additional Rate Specific Setup: Requires a client that can bill "Facility Placement". Facility Placement Rate should have "DOC Additional Rate" set. Steps Navigate to "Client > Client Information > Critical Information > Enrollment Information". Select desired client. Click "Display Menu of Actions" and select "New Program Modifier". Fill in required fields. Set "DOC Points" to desired amount". Save. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management". Click "New Run" and select "Start New Billing Run". Fill in required fields to bill for desired client. Wait for billing to run. Open the resulting claim. Validate the amount of the claim is the "Rate + (DOC Additional Rate x DOC Points)".	Topics • Finance
ECS-54474 Summary \| Details Front Desk Calendar Staff Appointment Availability 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 [EDIT] FrontDeskCalendar FrontDeskCheckIn People Search with New Program by Managing Office and Agency Staff - Service Providers (by Staff_id) Staff - Service Providers by Program and Facility Scenario 1: Validate Appointment Slots Showing Unavailable for Booked Appointment Times Specific Setup: Access to Calendar. Available Client to schedule event. Steps Navigate to "Client > Case Management > Service Management > Service Entry". Select a Client and schedule an appointment with a staff under a desired facility. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Click Calendar button. Select the staff and Set facility to same as appointment. Open the appointment that was created and Validate that the facility is not changed. Change the facility. Open the appointment that was created and Validate that the facility is not changed. Click Advanced search. Fill the required fields and validate that the search returns only timeslots available during the day of the appointment and not during the appointment itself.	Topics • Calendar • Client • Taskbar
ECS-54544 Summary \| Details Printing Assessments Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Assessment Remarks Client Client > Case Management > Service Management > Assessments Print Preview Select Client Scenario 1: Printing of Assessment Containing All Question Types Specific Setup: Client enrolled in program that contains an assessment with all question types. Steps Navigate to "Client > Case Management > Service Management > Service Entry". Select a client then add an assessment that contains all question types. Fill form and save. Reopen form and attempt to Print Form. Verify print preview appears.	Topics • Assessments
ECS-54583 Summary \| Details Billed Care Days Report Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: ActionsView All Clients With Security for Reports AR Management Cash Receipts for Remittance Report Parameters PickList Report Selection Picklist Report: Billed Care Days Scenario 1: Validate Care Days Report Displays Claim Specific Setup: Requires a client with billed "Care Day Placement". Rate should be set up with "Is For Care Day Reporting". Scenario works with a claim that is "Overpaid". Steps Navigate to "Finance > Reports > General > Billed Care Days". Set desired date range Select desired "Report Selection". Preview the report. Validate desired client and billed care days are visible. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management". Select desired "Remittance". Set desired search parameters to pull up desired claim. Add an "Action" to the claim, i.e "Overpayment". Save. Navigate to "Finance > Reports > General > Billed Care Days". Set desired date range Select desired "Report Selection". Preview the report. Validate desired client and billed care days are visible.	Topics • Finance Setup • Reports
ECS-54684 Summary \| Details Duration of Other Activities Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Client Service Entry Event Definitions - Service - by Category/Program General Service Note (auto date) [ADD] Other Activities - B2E Subform Scenario 1: Validate Duration Is Updated As Sum of Other Activities Duration When Parent Form Has Duration Disabled Specific Setup: Event with the "before save code" of that form has "propagateDuration2ParentEvent()". Parent form has duration disabled. Steps Navigate to "Client > Case Management > Service Management > Service Entry". Select a Client. Add the event from setup. Fill required fields and add one Other Activities item with a duration. Save form and validate total duration is the same as the Other Activities duration. Reopen the form and add another Other Activities row. Save form and validate total duration is the sum of all the Other Activities duration.	Topics • Forms
ECS-54735 Summary \| Details Custom Reports 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 Save Reports Scheduled Custom Reports [ADD] Scenario 1: Validate Custom Reports Working for Virtual Views With Spaces As Aliases Specific Setup: Virtual view using column names with spaces as aliases. Steps Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting". Run custom report which uses virtual view from setup. Validate report can "Run Report" and "Run as CSV". Navigate to " Reports > Other > Saved Reports > Report Listing" Retrieve CSV file.	Topics • Reports
ECS-54740 Summary \| Details Placement Disruptions With Program Modifiers Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: 1. Simple Service Entry [ADD] Billing Batch Management 2.0 Form Set Billing Batches Management BillingProcessHistory Claim 2.0 [EDIT] Client Search Client Service Entry Facilities Listing by Program FinanceClaims Immediate Billing Run Request [ADD] Placement Disruptions: Respite Placement [ADD] Placement Events by Agency/Program - People Program by Client's Service Track - Respite Program Enrollment Modifier (by Agency) Submitter Information Unit Table Scenario 1: Validate Billing Placement Disruptions Includes Program Modifier Specific Setup: Client is enrolled in a Care Day Program. Respite Program is a billable Placement Disruption. Respite program has a manual service that is billable. Steps Navigate to "Client > Client Information > Critical Information > Placement Disruptions". Select "Client" from preconditions. Click "Add New". Select "Respite" from the New Events drop down list. Fill out required fields. Select desired "Description" from the "Program Modifier" list. Click "Save". Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management". Click "New Run" button. Select "Start New Billing Run". Fill out required fields. Select desired Receiver, click "Save". Click "Billing Process History". Click "Start Billing Now". Go back to "Billing Batches Management". Open the "Batch". Click the Claims ID number link. Verify the Placement Disruptions has been billed with the Program Modifier from preconditions. Click "Close".	Topics • Client • Finance
ECS-54752 Summary \| Details Group Appointments In Front Desk Check In Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Listing with Security Service and Attendance Facilities Listing Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX Activities - Group Activities Groups > Service Management > Service Management > Service Entry Scenario 1: Front Desk NX - Validation of Groups Check In Filters Specific Setup: Test system must have two different active groups associated with the same facility. Each group must have a "Default Event" and "Default Staff" defined for an active schedule under "Groups > Group > Information > General Information". The schedule must have at least one day where both groups are active (i.e. both meet on Mondays). Each group must have at least one client actively enrolled with the above schedule that have not been checked in for the day selected for testing. Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Populate "Location" with your desired location where both groups are associated. Populate "Date" with a day where both groups are scheduled to meet and group members have not yet been checked in. Check "Include Group Appointments" checkbox. Click "Apply Filters" button. Confirm the "Scheduled" column indicates the expected number of appointments. Click "Group" and select one of the two groups that is scheduled to meet on this day. Click "Apply Filters" button. Confirm the "Scheduled" count is reduced by the number of clients scheduled with the other group. Scroll through the "Scheduled" column and confirm that only group appointments for the group selected are appearing. Click "Group" and select the other group that is scheduled to meet on this day. Click "Apply Filters" button. Confirm the "Scheduled" count is reduced by the number of clients scheduled with the other group. Scroll through the "Scheduled" column and confirm that only group appointments for the group selected are appearing. Click "Group" and then click "Clear" to clear this filter. If desired, un-check the "Include Group Appointments?" checkbox. If desired, clear the "Date" and "Location". Scenario 2: Front Desk NX - Validate Check In of Group Appointment Specific Setup: Test system must have an active group. The group must have a "Default Event" and "Default Staff" defined for an active schedule under "Groups > Group > Information > General Information". The group must have several clients actively enrolled with the above schedule that have not been checked in already for this appointment. Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Populate "Location" with your desired location where test group is associated. Populate "Date" with a day where group is scheduled to meet and group members have not yet been checked in. Check "Include Group Appointments" checkbox. Click "Group" and select one of the two groups that is scheduled to meet on this day. Click "Apply Filters" button. Confirm the "Scheduled" column indicates the expected number of appointments. Set "Search for Clients" filter at top of "Scheduled" column to desired group member name Validate "Scheduled" column is filtered to only show individual(s) with this name. Click "Check In" button for this individual. Note that the card moves from the "Scheduled" column to the "In Progress" column. Set the "Search for Clients" filter at top of "Scheduled" column to desired group member name. Validate "Scheduled" column is filtered to only show individual(s) with this name. Click "Check In w/ Form" button for this individual. Click "Complete Check In" once the check in form loads. Note that the card moves from the "Scheduled" column to the "In Progress" column. Click the "x" to clear the "Search for Clients" filter at the top of the "Scheduled" column. Validate "Scheduled" column is no longer filtered to any specific individual. Note the name of another individual scheduled for this group session. Navigate to "Groups > Service Management > Service Management > Service Entry". Select your test Group making certain to select the appropriate unit. Set the "Actual Date" column filter to the date of the appointment you just checked in members for using "MM/DD/YYYY" format. Click this row to open the group service on this date. Scroll to the "Group Members" SubForm and confirm that the two individuals that were checked in to the appointment are flagged as "Present?". Confirm that the individual noted who was not checked in, does not have the "Present?" flag checked. Delete your test group service if desired. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Click "Apply Filters" button. Validate that the group members previously checked in appear in the "Scheduled" bucket and not "In Progress" bucket. Clear all filters if desired.	Topics • Front Desk • Groups
ECS-54760 Summary \| Details Duration for Activities in SubForms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Client Service Entry Event Definitions - Service - by Category/Program Other Activities - B2E Subform Other Activities [EDIT] Scenario 1: Validate Child Event Data Will Now Auto Calculate Duration When Saving From a Drafted Event Specific Setup: Service event setup to save as draft. Service event has Start Date/Time and End Date/Time inputs. Service event has an "Activities - Other". Activities - Other -B2E has Start Time and End Time inputs. Steps Navigate to "Client > Case Management > Service Management > Service Entry". Select a Client. Add the desired Event. Fill parent event Start and end Date/Times. Add a child event and fill Start/End Times, then save as draft. Validate the parent event and child event have not calculated durations. Reopen the event. Add a new child event with Start/End Times, then save. Validate main event and two child events now have calculated their duration times.	Topics • Client
ECS-54798 Summary \| Details Update Refresh Denormalized Process for Performance Improvements Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Critical Information Enrollment Transfer Type Look-up Table Events To Do Quick Transfer Facility Placement for a Person [DELETE] Facility Transfer [ADD] Message from webpage - Are you sure want to delete Program Enrollment? Placement Events by Agency/Program - People2 Program Enrollment [Delete] Program Enrollment From Service Track [ADD] Program Listing By Agency and Worker Provider Sites by Program (Vacancy) Staff - Service Providers (Caseloads - Zip Zones) Unit Table Worker Role (to a client or in a workgroup) Table Client Service Entry Program Enrollment [Edit] Manage Tasks (for Discharged Client) Message from webpage - Click OK if you would like to end all worker assignments for this program. Click Cancel if you would like to leave worker assignments open while ending the program enrollment. Scenario 1: Validate Client Address Updates After New Enrollment Specific Setup: Requires an existing Client not enrolled into a Care Day program. Client has an address listed in demographics. Requires a Care Day program. Steps Navigate to "Client > Client Information > Critical Information > Enrollment Information". Select a Client. Enroll the client into a new program, fill required information and save. Refresh Client information. Validate location changes to new program enrollment Facility. Transfer the facility to another location. Refresh Client information. Validate location changes to newly transferred program Facility. Delete the new program enrollment. Refresh Client information. Validate location changes to previous program enrollment Facility. Scenario 2: Validate Enrollment Date Updates On Client Service Entry Specific Setup: Existing Client enrollment. Steps Navigate to "Client > Case Management > Service Management > Service Entry". Take note of enrollment date for Program. Navigate to "Client > Client Information > Critical Information > Enrollment Information". Change enrollment date by clicking "Correct Close Program Enrollment" on program. Navigate to "Client > Case Management > Service Management > Service Entry". Verify enrollment date changed. Scenario 3: Validate Address Updates When Discharging Client Specific Setup: Requires a Client enrolled into a Care Day program. Requires Client with address information. Steps Navigate to "Client > Client Information > Critical Information > Enrollment Information". Select Client which is enrolled in a program. Validate Client location is same as program facility location. Close Program Enrollment for the program. Refresh and Validate Clients location reverts to Clients address. Revert the Close Program Enrollment. Refresh and Validate Client location back to program facility location.	Topics • Client • Service Entry
ECS-54867 Summary \| Details Agency Discharge Reasons Propagate to Programs Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Agency Discharge [EDIT] Agency Re-Admission [EDIT] Client Search Closing Reasons - Service Track Table Critical Information Event Definitions (Plain) Manage Tasks (for Discharged Client) Outcome/Results - Service Track Table Program Enrollment [Edit] Scenario 1: Validate Discharging From Agency Propagates Reasons for Discharge Down to Programs Specific Setup: Client admitted to Agency and at least one Program. Steps Navigate to "Client > Client Information > Critical Information > Enrollment Information". Select "Client" from preconditions. Discharge the Client from Agency, taking note of "Closing Reason" and "Outcome". Click "Correct/Close Program Enrollment" and verify "Reason for ending" and "Outcome" match what was chosen during the Agency Discharge.	Topics • Client
ECS-54871 Summary \| Details Service/Case Notes & Planning Approval Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Active events by Program or Clinic Calendar Client Client > Case Management > Plan Development > Planning Client Problems Client Related Task by Staff Responsible Front Desk Check-In Search Other Activities (Treatment Plan Steps) People Search with New Problems Identified (People/Category) Program Listing By Agency and Worker Schedule Appointment Select Client Service Plan Review Items Staff - Service Providers (by Staff_id) NES Supervisor Approval - Filter Supervisor Worker Note Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval Treatment Plan Treatment Plan Library (by Category) Treatment Plan Steps Activities - Group Activities [ADD] Client Search Client Service Entry Get Date Time [EDIT] Select Group SupervisorModule All Clients With Security Listing by PeopleID Service Events for Report Staff Subordinates Scenario 1: Validate Treatment Plan Workflow Specific Setup: Requires access to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval". Requires a Treatment plan that has been submitted. Steps Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval". Set "Filters" for "Treatment Plan" from preconditions. Click the "Link" for the plan. Validate that the Treatment Plan loads. Scenario 2: “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 Navigate to "Client > Case Management > Service Management > Service Entry". Choose a Client and Add Event (from setup). Fill form and validate SubReport contains information. Save and Submit event. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval". Open submitted event and validate SubReport still contains identical information. Navigate to "Groups > Service Management > Service Management > Service Entry". Choose a Group and Add Event (from setup). Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval". Open submitted event and validate it opens the group form header, and that there is a "Group Members" list group item. Scenario 3: Validate Filters Under Supervisor Approval Specific Setup: User has multiple subordinate staff. Steps Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval". Click "View Filters". Clear "From Date" and click "Apply Filters". Validate records load. Set Filters to desired selection. Verify the Results return as expected.	Topics • Calendar • Client • Family Cases • Groups • Service Entry • Supervisor • Taskbar • Treatment Plans
ECS-54936 Summary \| Details Front Desk Calendar Timeout Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: EvolvCS Client [EDIT] FrontDeskCalendar FrontDeskCheckIn Scenario 1: Validate Front Desk Calendar Standalone Closes Upon System Timeout Specific Setup: Access to "Setup > System > EvolvCS System Setup > System Settings/Preferences". Access to Calendar. Steps Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences". Select system. Set the "Inactivity Timeout (hh:mm)" to a low interval for testing and Save. Log out of and back into the system in order for the new logout timer to be applied. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In". Click the Calendar button. Wait for timeout duration to complete. Observe the Calendar will close upon timeout.	Topics • Calendar • Front Desk