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myEvolv NX 11.0.0000.09 Acceptance Tests

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ECS-52473 Summary | Details
11.0.0025, 10.1.0550.09, 11.0.0000.01, 10.1.0575.04
Adjustment Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ActionsView
  • AR Management
  • Claims Maintenance NX Form Set
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
Scenario 1: Validate Actions On An Adjustment Claim
Specific Setup:

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

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set search parameters to search for desired claim.
  4. Validate the "Status" of the adjustment claim is listed as "No Remit".
  5. Add a "Denial" to the claim.
  6. Click "Add Action".
  7. Select "Action" dropdown box.
  8. Validate the actions "Write Off, Resubmit, Resubmit To Other, Adjustment and Void" are listed.
  9. Select "Resubmit"
  10. Validate "Submit To" contains same payer.
  11. Save.
  12. Wait for billing to run.
  13. Click on desired "Adjustment Claim" link.
  14. Click on "Submissions" tab.
  15. Validate the second submission is listed.
  16. Validate "Claim Frequency" is "Replacement of Prior Claim".
  17. Delete the action.
  18. Click "Add Action" and select "Write Off".
  19. Save.
  20. Validate the claim balance is zero.
  21. Delete the action.
  22. Click "Add Action" and select "Adjustment".
  23. Save.
  24. 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
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set search parameters to search for desired claim.
  4. On the "Adjustment Claim" add a "Partial Payment".
  5. Click "Add Action".
  6. Select "Action" dropdown box.
  7. Select "Resubmit To Other".
  8. Validate "Submit To" contains desired "Secondary Payer".
  9. Save.
  10. Wait for billing to run.
  11. Click on desired "Adjustment Claim" link.
  12. Click on "Submissions" tab.
  13. Validate the second submission is listed.
  14. Validate "Claim Frequency" is "Admit thru Discharge Claim".
  15. Validate "Claim Submission" has desired "Payer" and "Balance".
Topics
• Finance
ECS-53303 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Patient Statement Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Reports > Finance Reports > Patient Statement
  • Report Selection Picklist
  • Client Header
  • Select Client
  • Patient Statement Report
  • Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
  • Patient Statement
  • Report Parameters PickList
  • Patient Statement Report - Simplified
  • A/R Reporting 2.0 Form Set
Scenario 1: Patient Statement Reporting
Specific Setup:
  • Requires a client that has claims where at least one claim is billed to self pay.
  • Client should have a "Self Pay Remittance" and the self pay claim should be either paid or partially paid.
Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
  2. Set desired "Date Parameters".
  3. Select "Patient Statement Report by Client" in the "Report Selection.
  4. Set parameters to select desired client.
  5. Click "Preview".
  6. Validate the report returns the desired client with the claims for the date period.
  7. Validate the "Patient's Unapplied Balance" contains the total amount of the clients unapplied "Self Pay Checks".
  8. Validate "Patient's Total" contains desired amount.
Scenario 2: Patient Statement Report by Client - Simplified
Specific Setup:
  • Staff access to Finance Module.
  • Client has a balance.
Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
  2. Set report selection to "Patient Statement Report by Client- Simplified".
  3. Set the "From Date", and "Through Date" fields.
  4. Set the "Parameter" input box to "Client" and select desired client within the "Value" field.
  5. Click the "Preview" button.
  6. Validate the column headings are in the following sequential order: "Claim Number", "Service Date(s)", "Procedure", "Units", "Total Charge", "Ins.Adj.", "Ins Paid", "Patient Balance", "Patient Payments", "Ins Balance", "Current Patient Balance".
  7. Click the "Close" button.
Topics
• Client • Finance • Reports
ECS-53306 Summary | Details
11.0.0025, 10.1.0575.06, 11.0.0000.03
Save PutDisclosure CareFabric Messages to Database
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > Care Exchange > Care Exchange > CareConnect Inbox
  • CareConnect Inbox Provider Search
  • Client Association
  • Client Search
  • Manual Disclosures [EDIT]
Scenario 1: CareConnect Inbox Send Referral and CCD to Outside Agency
Steps

Internal Testing Only

Scenario 2: Validate PutDisclosure Messages
Steps

Internal Testing Only.
Topics
• CareConnect Inbox • Client
ECS-53488 Summary | Details
11.0.0025, 11.0.0000.01
Added Support for DOC Additional Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Client Search
  • Critical Information
  • Program Enrollment Modifier [EDIT]
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
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select desired client.
  3. Click "Display Menu of Actions" and select "New Program Modifier".
  4. Fill in required fields.
  5. Set "DOC Points" to desired amount".
  6. Save.
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  8. Click "New Run" and select "Start New Billing Run".
  9. Fill in required fields to bill for desired client.
  10. Wait for billing to run.
  11. Open the resulting claim.
  12. Validate the amount of the claim is the "Rate + (DOC Additional Rate x DOC Points)".
Topics
• Finance
ECS-54143 Summary | Details
11.0.0025, 10.1.0575.07, 11.0.0000.04
Optimizing Sending SDK Messages for Environments with Replication
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Header
  • Select Client
  • Client Personal Information [EDIT]
Scenario 1: ClientEventUpdate Message
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-54175 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Renewing Rates Effective Date Field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers/Contracts Setup 2.0 Form Set
  • ContractsRatesSetup
  • Payers Setup Table
  • Billing Rate - Service Based NX [EDIT]
  • Payment Rate - Placement Based [EDIT]
  • Payment Rate - Payroll [EDIT]
Scenario 1: Validate Rate Renew Option Must Require a “New Effective Date”
Specific Setup:

Available Rates to renew in Billing Rates (A/R), Payment Rates (A/P), and Payroll Rates.

Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  2. Press "Renew" on an existing rate history.
  3. Fill out the Name and press continue.
  4. Confirm "An effective date is required." message appears.
  5. Enter an Effective Date that is before the start-date of the rate you are renewing and press continue.
  6. Confirm "New effective date must be greater than previous rate's start date." message appears.
  7. Click the "Payment Rates (A/P)" tab.
  8. Press "Renew" on an existing rate history.
  9. Fill out the Name and press continue.
  10. Confirm "An effective date is required." message appears.
  11. Enter an Effective Date that is before the start-date of the rate you are renewing and press continue.
  12. Confirm "New effective date must be greater than previous rate's start date." message appears.
  13. Click the "Payroll Rates" tab.
  14. Press "Renew" on an existing rate history.
  15. Fill out the Name and press continue.
  16. Confirm "An effective date is required." message appears.
  17. Enter an Effective Date that is before the start-date of the rate you are renewing and press continue.
  18. Confirm "New effective date must be greater than previous rate's start date." message appears.
Topics
• Finance Setup
ECS-54357 Summary | Details
11.0.0025, 11.0.0000.03
EvvAppointment CareFabric Messages
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Critical Information Form Set
  • Client Search
  • Critical Information
  • Facility Placement for a Person [EDIT]
  • Managing Organizations
  • Client Personal Information Form Set
  • Client Personal Information [EDIT]
Scenario 1: MCG -EvvAppointmentUpdated and EvvClientUpdated
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-54474 Summary | Details
11.0.0025, 11.0.0000.01
Front Desk Calendar Staff Appointment Availability
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • FrontDeskCheckIn
  • FrontDeskCalendar
  • Front Desk Calendar Appointment [EDIT]
  • Program by Managing Office and Agency
  • People Search with New
  • Active events by Program or Clinic2
  • Staff - Service Providers by Program and Facility
  • Client Related Task - New [DELETE]
Scenario 1: Validate Appointment Slots Showing Unavailable for Booked Appointment Times
Specific Setup:
  • Access to Calendar.
  • Available Client to schedule event.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select a Client and schedule an appointment with a staff under a desired facility.
  3. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  4. Click Calendar button.
  5. Select the staff and Set facility to same as appointment.
  6. Open the appointment that was created and Validate that the facility is not changed.
  7. Change the facility.
  8. Open the appointment that was created and Validate that the facility is not changed.
  9. Click Advanced search.
  10. 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-54521 Summary | Details
11.0.0025, 11.0.0000.03
Synchronization Of Deleted Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
  • Front Desk Calendar NX
  • Calendar Appointment
  • Staff - Service Providers (by Staff_id) NES
  • Program Listing By Agency and Worker
  • Active events by Program or Clinic2
  • Front Desk People Search
  • myHealthPointe Sign In
  • myHealthPointe Dashboard
  • FrontDeskCalendar
Scenario 1: AppointmentDeleted - Validate Client Id Added to Message
Steps

Internal Testing Only.
Topics
• myHealthPointe
ECS-54544 Summary | Details
11.0.0025, 10.1.0550.09, 11.0.0000.01, 10.1.0575.04
Printing Assessments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client
  • Select Client
  • Client > Case Management > Service Management > Assessments
  • Assessment Remarks
  • Print Preview
Scenario 1: Printing of Assessment Containing All Question Types
Specific Setup:

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

Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select a client then add an assessment that contains all question types.
  3. Fill form and save.
  4. Reopen form and attempt to Print Form.
  5. Verify print preview appears.
Topics
• Assessments
ECS-54561 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Remittance Import Listing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cash Received Maintenance (System) [VIEW]
  • Alerts - View [VIEW]
  • FinanceImportListing
  • Report: Claim Remittance Report
  • Report: Claim Details Report
  • Claims Maintenance NX Form Set
  • Remittance File
  • Claim Submission 2.0 [EDIT]
Scenario 1: 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.
Topics
• Finance
ECS-54583 Summary | Details
11.0.0025, 11.0.0000.01, 10.1.0575.04
Billed Care Days Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Report Selection Picklist
  • Report Parameters PickList
  • All Clients With Security for Reports
  • ActionsView
  • 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
  1. Navigate to "Finance > Reports > General > Billed Care Days".
  2. Set desired date range
  3. Select desired "Report Selection".
  4. Preview the report.
  5. Validate desired client and billed care days are visible.
  6. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  7. Select desired "Remittance".
  8. Set desired search parameters to pull up desired claim.
  9. Add an "Action" to the claim, i.e "Overpayment".
  10. Save.
  11. Navigate to "Finance > Reports > General > Billed Care Days".
  12. Set desired date range
  13. Select desired "Report Selection".
  14. Preview the report.
  15. Validate desired client and billed care days are visible.
Topics
• Finance Setup • Reports
ECS-54584 Summary | Details
11.0.0025, 10.1.0575.06, 11.0.0000.03
270 Output File
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EligibilityManager
  • Receiver Information - All
  • Program Listing By Agency and Worker
  • 270 Output Ready
  • 270 File
  • Claim Receivers Setup Form Set
  • Receiver Information 270-271 Setup [EDIT]
Scenario 1: Validate Eligibility Requests (270) - GS02 Element
Steps
  1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
  2. Select desired "Receiver".
  3. Set "X270 Application Sender Code" to desired value.
  4. Save.
  5. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  6. Click "New Request".
  7. Select "Receiver" from step 2.
  8. Fill in remain required fields.
  9. Save.
  10. Click "Actions" button and select "Generate Output File".
  11. Download the file and open it.
  12. Validate the "GS 02 Segment" contains desired value from step 3.
Scenario 2: Eligibility Requests (270) - Create 270 File
Steps
  1. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  2. Click "New Request".
  3. Set "Receiver" and "Description" values.
  4. Set any additional parameters.
  5. Click "Save".
  6. Click "Actions ▼".
  7. Click "Generate Output File".
  8. Validate the segment containing the "DTP*" segment contains date in "CCYYMMDD" format.
Topics
• Finance • Finance Setup
ECS-54589 Summary | Details
11.0.0025, 10.1.0575.06, 11.0.0000.03
NACHA File and Batch Control Number
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ChecksCreationLog
  • Create Checks [ADD]
  • GL Accounts Payable Accounts
  • GL Cash Accounts
  • NACHA File
Scenario 1: Validate Batch Control Number Is In Sequential Order In NACHA File
Specific Setup:
  • Scenario works with various "Vendors" that have invoices that need to be paid.
  • Scenario works with various "Vendors" that are linked to different "Managing Offices".
  • "Vendors" should be set up with "Direct Deposit".
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Click "Create Checks".
  3. Fill in required fields to generate desired checks.
  4. Save.
  5. Click "Actions" button and select "Create DD File For All Actions".
  6. Validate the "Batch Control Number" is in sequential order.
Topics
• Finance • Finance Setup
ECS-54605 Summary | Details
11.0.0025, 11.0.0000.02
System Will Break Services into Separate Service Lines by Authorization When Different Authorizations Are Applicable to Services Combined into a Single Claim
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • Claim Service Lines NX Subform
  • Claim 2.0 [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • 837 File
Scenario 1: Validate Claim With Service Line Consolidation and Multiple Authorization Headers
Specific Setup:
  • Requires a Client that has a billable "Facility Placement".
  • Client must have two "Authorization Headers" for the "Facility Placement" rate.
  • One header should cover the first part of the month, and the second header should cover the second half of the month.
  • "Facility Placement" rate should have "Service Line Consolidation" and "Consolidate for a Period" set to "Month".
  • "Break by Auth" should also be set on the rate.
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 claim.
  4. Save.
  5. Wait for billing execution interval to complete.
  6. Click on the resulting claim.
  7. Validate the claim has "Service Line Consolidation" and is split based on the "Authorization".
  8. Open the "Claim Output".
  9. Validate "837 Output" contains "Service Lines" with the desired "Authorization" number.
Scenario 2: Validate Claim With Service Line Consolidation And Multiple Authorization Service Details
Specific Setup:
  • Requires a Client that has a billable "Facility Placement".
  • Client must an "Authorization Header" for the "Facility Placement" rate.
  • Authorization must have at least two service details. One that will cover the first have of the month and the second one to cover the second have of the month.
  • "Facility Placement" rate should have "Service Line Consolidation" and "Consolidate for a Period" set to "Month".
  • "Break by Auth" should also be set on the rate.
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 claim.
  4. Save.
  5. Wait for billing execution interval to complete.
  6. Click on the resulting claim.
  7. Validate the claim has "Service Line Consolidation" and is split based on the "Authorization".
  8. Open the "Claim Output".
  9. Validate "837 Output" contains "Service Lines" with the desired "Authorization" number.
Topics
• Finance
ECS-54639 Summary | Details
11.0.0025, 11.0.0000.02
EvvResource CareFabric Messages
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency > Staff & Security > Staff Information > Staff Profiles with Security
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Form Information
Scenario 1: Mobile CareGiver+ EvvResourceUpdated Payload
Steps

Internal testing only.
Topics
• Staff
ECS-54684 Summary | Details
11.0.0025, 11.0.0000.01, 10.1.0575.04
Duration of Other Activities
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • General Service Note (auto date) [ADD]
  • Other Activities - B2E Subform
  • Event Definitions - Service - by Category/Program
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
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select a Client.
  3. Add the event from setup.
  4. Fill required fields and add one Other Activities item with a duration.
  5. Save form and validate total duration is the same as the Other Activities duration.
  6. Reopen the form and add another Other Activities row.
  7. Save form and validate total duration is the sum of all the Other Activities duration.
Topics
• Forms
ECS-54729 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Write Off Action In Posted Month
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
Scenario 1: Validate Delete Writeoff Action That Is In A Posted Month
Specific Setup:
  • Requires a claim with a "Write Off" Action.
  • Month the "Write Off" action posted to should be closed.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set search parameters to search for desired "Claim".
  4. Click "Search".
  5. Click on the "Balance" icon to view the timeline.
  6. Click "Delete" button on the "Write Off" action.
  7. Validate the action has deleted and the claim now has a "Balance".
  8. Click on the "Claim" link.
  9. Click "Accounting Information".
  10. Validate the "Accounting" contains the reversing "GL Entries" for the write off action.
  11. Validate the "GL Entries" posted to the earliest open month.
Topics
• Finance
ECS-54735 Summary | Details
11.0.0025, 11.0.0000.01, 10.1.0575.04
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
  • Scheduled Custom Reports [ADD]
  • Save Reports
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
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. Run custom report which uses virtual view from setup.
  3. Validate report can "Run Report" and "Run as CSV".
  4. Navigate to " Reports > Other > Saved Reports > Report Listing"
  5. Retrieve CSV file.
Topics
• Reports
ECS-54737 Summary | Details
11.0.0025, 11.0.0000.05
Form Elements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Interface Design Form Set
  • Form Families - Client Mode
  • NX FIELD [EDIT]
  • Columns Pick List NX
  • NX Form Group [EDIT]
Scenario 1: Form Designer: Add/Edit/Delete a Field
Specific Setup:

Available Form to edit in Form Designer.

Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Select Form Family.
  3. Pin desired form.
  4. Add a Field to the form.
  5. Click Actions > Preview and Validate field added to form.
  6. Modify the Field.
  7. Click Actions > Preview and Validate changes to field in form.
  8. Delete the Field.
  9. Click Actions > Preview and Validate field not in form.
Topics
• Forms
ECS-54738 Summary | Details
11.0.0025, 11.0.0000.05
eMAR Date Selection
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Administration
Scenario 1: eMAR – Validate Cannot Administer Medications Using a Future Date
Specific Setup:
  • Access to eMAR.
  • eMAR has Clients with medications ready to administer.
Steps
  1. Navigate to "Taskbar > eMAR > eMAR > eMAR".
  2. Select a "Location", "Time Of Day Band", and input today's date in the "Date" Field.
  3. Press "Apply".
  4. Validate eMAR table displays.
  5. Set the Date field to a future date.
  6. Validate "Please use a valid date. Future dates are not allowed." message appears.
  7. Set the Date field to the start of last week date.
  8. Set the Date field to a future date.
  9. Validate "Please use a valid date. Future dates are not allowed." message appears.
Topics
• eMAR
ECS-54740 Summary | Details
11.0.0025, 11.0.0000.01, 10.1.0575.04
Placement Disruptions With Program Modifiers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Placement Disruptions: Respite Placement [ADD]
  • Program by Client's Service Track - Respite
  • Program Enrollment Modifier (by Agency)
  • Placement Events by Agency/Program - People
  • Facilities Listing by Program
  • Unit Table
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • 1. Simple Service Entry [ADD]
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
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
  1. Navigate to "Client > Client Information > Critical Information > Placement Disruptions".
  2. Select "Client" from preconditions.
  3. Click "Add New".
  4. Select "Respite" from the New Events drop down list.
  5. Fill out required fields.
  6. Select desired "Description" from the "Program Modifier" list.
  7. Click "Save".
  8. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  9. Click "New Run" button.
  10. Select "Start New Billing Run".
  11. Fill out required fields.
  12. Select desired Receiver, click "Save".
  13. Click "Billing Process History".
  14. Click "Start Billing Now".
  15. Go back to "Billing Batches Management".
  16. Open the "Batch".
  17. Click the Claims ID number link.
  18. Verify the Placement Disruptions has been billed with the Program Modifier from preconditions.
  19. Click "Close".
Topics
• Client • Finance
ECS-54752 Summary | Details
11.0.0025, 11.0.0000.01
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:
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
  • Group Listing with Security
  • Groups > Service Management > Service Management > Service Entry
  • Activities - Group Activities
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
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Populate "Location" with your desired location where both groups are associated.
  3. Populate "Date" with a day where both groups are scheduled to meet and group members have not yet been checked in.
  4. Check "Include Group Appointments" checkbox.
  5. Click "Apply Filters" button.
  6. Confirm the "Scheduled" column indicates the expected number of appointments.
  7. Click "Group" and select one of the two groups that is scheduled to meet on this day.
  8. Click "Apply Filters" button.
  9. Confirm the "Scheduled" count is reduced by the number of clients scheduled with the other group.
  10. Scroll through the "Scheduled" column and confirm that only group appointments for the group selected are appearing.
  11. Click "Group" and select the other group that is scheduled to meet on this day.
  12. Click "Apply Filters" button.
  13. Confirm the "Scheduled" count is reduced by the number of clients scheduled with the other group.
  14. Scroll through the "Scheduled" column and confirm that only group appointments for the group selected are appearing.
  15. Click "Group" and then click "Clear" to clear this filter.
  16. If desired, un-check the "Include Group Appointments?" checkbox.
  17. 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
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Populate "Location" with your desired location where test group is associated.
  3. Populate "Date" with a day where group is scheduled to meet and group members have not yet been checked in.
  4. Check "Include Group Appointments" checkbox.
  5. Click "Group" and select one of the two groups that is scheduled to meet on this day.
  6. Click "Apply Filters" button.
  7. Confirm the "Scheduled" column indicates the expected number of appointments.
  8. Set "Search for Clients" filter at top of "Scheduled" column to desired group member name
  9. Validate "Scheduled" column is filtered to only show individual(s) with this name.
  10. Click "Check In" button for this individual.
  11. Note that the card moves from the "Scheduled" column to the "In Progress" column.
  12. Set the "Search for Clients" filter at top of "Scheduled" column to desired group member name.
  13. Validate "Scheduled" column is filtered to only show individual(s) with this name.
  14. Click "Check In w/ Form" button for this individual.
  15. Click "Complete Check In" once the check in form loads.
  16. Note that the card moves from the "Scheduled" column to the "In Progress" column.
  17. Click the "x" to clear the "Search for Clients" filter at the top of the "Scheduled" column.
  18. Validate "Scheduled" column is no longer filtered to any specific individual.
  19. Note the name of another individual scheduled for this group session.
  20. Navigate to "Groups > Service Management > Service Management > Service Entry".
  21. Select your test Group making certain to select the appropriate unit.
  22. Set the "Actual Date" column filter to the date of the appointment you just checked in members for using "MM/DD/YYYY" format.
  23. Click this row to open the group service on this date.
  24. Scroll to the "Group Members" SubForm and confirm that the two individuals that were checked in to the appointment are flagged as "Present?".
  25. Confirm that the individual noted who was not checked in, does not have the "Present?" flag checked.
  26. Delete your test group service if desired.
  27. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  28. Click "Apply Filters" button.
  29. Validate that the group members previously checked in appear in the "Scheduled" bucket and not "In Progress" bucket.
  30. Clear all filters if desired.
Topics
• Front Desk • Groups
ECS-54760 Summary | Details
11.0.0025, 11.0.0000.01, 10.1.0575.04
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
  • Other Activities - B2E Subform
  • Event Definitions - Service - by Category/Program
  • 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
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select a Client.
  3. Add the desired Event.
  4. Fill parent event Start and end Date/Times.
  5. Add a child event and fill Start/End Times, then save as draft.
  6. Validate the parent event and child event have not calculated durations.
  7. Reopen the event.
  8. Add a new child event with Start/End Times, then save.
  9. Validate main event and two child events now have calculated their duration times.
Topics
• Client
ECS-54798 Summary | Details
11.0.0025, 10.1.0550.09, 11.0.0000.01, 10.1.0575.04
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
  • Program Enrollment [Edit]
  • 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.
  • Manage Tasks (for Discharged Client)
  • Agency Placement [EDIT]
  • Program Enrollment From Service Track [ADD]
  • Program Listing By Agency and Worker
  • Worker Role (to a client or in a workgroup) Table
  • Facility Transfer [ADD]
  • Unit Table
  • Enrollment Transfer Type Look-up Table
  • Events To Do Quick Transfer
  • Facility Placement for a Person [DELETE]
  • Message from webpage - Are you sure want to delete Program Enrollment?
  • Program Enrollment [Delete]
Scenario 1: Validate Address Updates When Discharging Client
Specific Setup:
  • Requires a Client enrolled into a Care Day program.
  • Requires Client with address information.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select Client which is enrolled in a program.
  3. Validate Client location is same as program facility location.
  4. Close Program Enrollment for the program.
  5. Refresh and Validate Clients location reverts to Clients address.
  6. Revert the Close Program Enrollment.
  7. Refresh and Validate Client location back to program facility location.
Scenario 2: Validate Enrollment Date Updates On Client Service Entry
Specific Setup:

Existing Client enrollment.

Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Take note of enrollment date for Program.
  3. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  4. Change enrollment date by clicking "Correct Close Program Enrollment" on program.
  5. Navigate to "Client > Case Management > Service Management > Service Entry".
  6. Verify enrollment date changed.
Scenario 3: 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
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select a Client.
  3. Enroll the client into a new program, fill required information and save.
  4. Refresh Client information.
  5. Validate location changes to new program enrollment Facility.
  6. Transfer the facility to another location.
  7. Refresh Client information.
  8. Validate location changes to newly transferred program Facility.
  9. Delete the new program enrollment.
  10. Refresh Client information.
  11. Validate location changes to previous program enrollment Facility.
Topics
• Client • Service Entry
ECS-54801 Summary | Details
11.0.0025, 11.0.0000.02
ProviderConnect Enterprise Will Send Financial Eligibility on Collateral
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Personal Information Form Set
  • Benefit Assignment [EDIT]
Scenario 1: ProviderConnect Enterprise - Financial Eligibility on Collateral
Steps

Internal testing only.
Topics
• Client
ECS-54808 Summary | Details
11.0.0025, 11.0.0000.03
ProviderConnect Enterprise CalOMS
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CALOMS (CA State) [ADD]
  • CA CALOMS Source of Referral
  • CA CALOMS Type of Treatment Service
  • CA CALOMS County
  • CA CALOMS Gender
  • CA CALOMS State Table
  • CA CALOMS Race
  • CA CALOMS Ethnicity
  • CA CALOMS Veteran
  • CA CALOMS Drug Type
  • CA CALOMS 0 to 30 None Only
  • CA CALOMS Drug Route
  • CA CALOMS Age of First Use
  • CA CALOMS 0 to 30 Declined Unable
  • CA CALOMS 0 to 30 Unable Only
  • CA CALOMS 0 to 99 Unable
  • CA CALOMS Social Supports
  • CA CALOMS Type of Form
  • Cal-OMS Level of Care Admitted
  • CA CALOMS Criminal Justice Status
  • CA CALOMS Discharge Status
  • CALOMS (CA State) [EDIT]
Scenario 1: Validate CalOMS ProviderConnect Enterprise
Steps

Internal Testing Only.
Topics
• ProviderConnect Enterprise
ECS-54810 Summary | Details
11.0.0025, 11.0.0000.03
CalOMS Discharge
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CALOMS (CA State) [ADD]
  • CA CALOMS Source of Referral
  • CA CALOMS Type of Treatment Service
  • CA CALOMS County
  • CA CALOMS Gender
  • CA CALOMS State Table
  • CA CALOMS Race
  • CA CALOMS Ethnicity
  • CA CALOMS Veteran
  • CA CALOMS Drug Type
  • CA CALOMS 0 to 30 None Only
  • CA CALOMS Drug Route
  • CA CALOMS Age of First Use
  • CA CALOMS 0 to 30 Declined Unable
  • CA CALOMS 0 to 30 Unable Only
  • CA CALOMS 0 to 99 Unable
  • CA CALOMS Social Supports
  • CA CALOMS Type of Form
  • Cal-OMS Level of Care Admitted
  • CA CALOMS Criminal Justice Status
  • CA CALOMS Discharge Status
  • CALOMS (CA State) [EDIT]
Scenario 1: Validate CalOMS ProviderConnect Enterprise
Steps

Internal Testing Only.
Topics
• ProviderConnect Enterprise
ECS-54867 Summary | Details
11.0.0025, 10.1.0550.09, 11.0.0000.01, 10.1.0575.04
Agency Discharge Reasons Propagate to Programs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Critical Information
  • Program Enrollment [Edit]
  • Agency Re-Admission [EDIT]
  • Client Search
  • Manage Tasks (for Discharged Client)
  • Agency Discharge [EDIT]
  • Event Definitions (Plain)
  • Closing Reasons - Service Track Table
  • Outcome/Results - Service Track Table
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
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select "Client" from preconditions.
  3. Discharge the Client from Agency, taking note of "Closing Reason" and "Outcome".
  4. Click "Correct/Close Program Enrollment" and verify "Reason for ending" and "Outcome" match what was chosen during the Agency Discharge.
Topics
• Client
ECS-54871 Summary | Details
11.0.0025, 10.1.0550.09, 11.0.0000.01, 10.1.0575.04
Service/Case Notes & Planning Approval
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • SupervisorModule
  • Select Group
  • Get Date Time [EDIT]
  • Client Header 2
  • Client > Case Management > Planning
  • Treatment Plan
  • Client Problems
  • Taskbar > Supervisor > Service/Case Notes & Planning Approval
  • Client Header
  • Client > Case Management > Service Management > Service Entry
  • General Service Note (auto date)
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
  • Calendar
  • Schedule Appointment
  • Program Listing By Agency and Worker
  • Active events by Program or Clinic
  • Staff - Service Providers (by Staff_id) NES
  • People Search with New
  • Client
  • Select Client
  • Client > Case Management > Plan Development > Planning
  • Client Related Task by Staff Responsible
  • Treatment Plan Steps
  • Problems Identified (People/Category)
  • Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval
  • Supervisor Approval - Filter
  • Service Plan Review Items
  • Supervisor Worker Note
  • Treatment Plan Library (by Category)
  • Other Activities (Treatment Plan Steps)
  • Front Desk Check-In Search
  • Family Cases > Clinical Information > Service Management > Service Entry
  • Taskbar > Supervisor > Supervisor > Case Service Review
  • Activities - Family Case [DELETE]
  • Groups > Service Management > Service Management > Service Entry
  • Service Events for Report
  • Agency Setup > Agency > Agency > Agency Information
  • Activities Short Form wo Acts(Read Only) [EDIT]
  • Staff Subordinates
  • All Clients With Security Listing by PeopleID
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.
Scenario 2: 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
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Set "Filters" for "Treatment Plan" from preconditions.
  3. Click the "Link" for the plan.
  4. Validate that the Treatment Plan loads.
Scenario 3: Validate Filters Under Supervisor Approval
Specific Setup:

User has multiple subordinate staff.

Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Click "View Filters".
  3. Clear "From Date" and click "Apply Filters".
  4. Validate records load.
  5. Set Filters to desired selection.
  6. Verify the Results return as expected.
Scenario 4: “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
• Calendar • Client • Family Cases • Groups • Service Entry • Supervisor • Taskbar • Treatment Plans
ECS-54895 Summary | Details
11.0.0025, 11.0.0000.02
Enhancements to On Demand Billing Workflow
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • FrontDeskCheckIn
  • Checks for a Clients Self Pay in Front Desk Entry [EDIT]
  • FinanceClaims
  • Checks for a Clients Self Pay in Front Desk Entry [ADD]
  • AR Management
  • Med Administration - Public Health [ADD]
  • Facility Enrollment Client
  • Medications In Inventory
  • Inventory Container by Drug
  • Drug Dispense Units
  • Patient Statement
  • Self Payors Table for Person
  • Receiver Information by Payer
  • Cash Received Log - All for a Client
Scenario 1: Validate ODB Billing When Service Can Be Billed To Primary Payer
Specific Setup:
  • Requires a service that is set up for "On Demand Billing".
  • Requires a client with a "Self Pay Benefit Assignment" that is set up with "On Demand Billing".
  • Client should also have a primary "Benefit Assignment" that can bill the service.
  • Service should be scheduled for "Current Date".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Check in the scheduled service.
  3. Complete the task.
  4. Click "Run On-Demand Billing" button.
  5. Validate the alert appears "No Claims created for the Client. Either client has a Primary payer or Service is not setup for Self Pay billing".
Scenario 2: Validate On Demand Billing Generates Self Pay Claim
Specific Setup:
  • Requires Self Pay Rates that are set up with "On Demand Billing".
  • Requires services that have been scheduled, checked-in via "Front Desk NX", and are "In Progress".
  • Scenario works with a client that has "Self Pay Benefit Assignment" only.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set parameters to search for desired "Client and Service".
  3. Click "Run On Demand Billing" button.
  4. Wait for billing to process and the screen to refresh.
  5. Validate "Run On Demand Billing" button is no longer visible.
  6. Validate "Review Claims" button is visible.
  7. Click on "Review Claims" button.
  8. Validate the desired claim is generated for your desired client.
  9. Close the window.
  10. Click the $ button.
  11. Enter required fields to create a "Self Pay Check" for the client.
  12. Click "Apply Payment".
  13. Validate "AR Management" screen appears.
  14. Validate the desired "Self Pay Claims" are listed.
  15. Add a payment to the claim.
  16. Save.
Scenario 3: Validate Patient Statement Report With On Demand Billing
Specific Setup:
  • Requires a service that is set up for "On Demand Billing".
  • Requires a client with a "Self Pay Benefit Assignment" that is set up with "On Demand Billing".
  • Service should be scheduled for "Current Date".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. On the scheduled service click "Patient Statement" button.
  3. Validate the report contains desired amount for "Patient Balance" and "Unapplied Balance".
  4. Check in the scheduled service.
  5. Complete the task.
  6. Click "Run On-Demand Billing" button.
  7. Click "Patient Statement" button.
  8. Validate the report contains the "On Demand Billing" claim.
  9. Close the report.
  10. Mouse over the "$" button and validate the "Current Balance" is equal to the amount of the "On Demand Billing" claim.
  11. Click the "$" button.
  12. Collect a payment.
  13. Click "Patient Statement" button.
  14. Validate the report contains an updated "Unapplied Balance".
  15. Close the report.
  16. Click "Apply Payment".
  17. Validate "AR Management" window appears.
  18. Apply the payment.
  19. Save.
  20. Click "Refresh" button.
  21. Mouse over the "$" button and validate the "Current Balance" has been updated.
  22. Click "Patient Statement" button.
  23. Validate the report has been updated.
Scenario 4: Validate ODB Billing Payment With Additional Guarantors
Specific Setup:
  • Requires a service that is set up for "On Demand Billing".
  • Requires a client with a "Self Pay Benefit Assignment" that is set up with "On Demand Billing".
  • "Self Pay Benefit Assignment" should have a different person set in the "Send Claims To" field.
  • "Self Pay Benefit Assignment" should also have an "Additional Guarantor".
  • Service should be scheduled for "Current Date".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Check in the scheduled service.
  3. Complete the task.
  4. Click "Run On-Demand Billing" button.
  5. Click "$" button.
  6. Validate "Self Payer" contains desired person from "Send Claims To".
  7. Save the payment.
  8. Close the window.
  9. Click "$" button.
  10. Click "Self Payer" LUT.
  11. Validate the "Additional Guarantor" is listed.
  12. Select the "Additional Guarantor".
  13. Set the desired amount.
  14. Save.
  15. Close the window.
  16. Click "Refresh".
  17. Click "Apply Payment" button.
  18. Validate "Cash Log" look-up table appears.
  19. Click "Search"
  20. Validate the two payments are listed.
  21. Select desired check.
  22. Validate "Payer" contains desired person.
  23. Apply the payment.
  24. Save.
Topics
• Finance • Front Desk
ECS-54902 Summary | Details
11.0.0025, 11.0.0000.05
End Date Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Validate “End Date Billing” Does Not End Active Billing Run
Specific Setup:

Billing batch with many claims available to reprocess.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Reprocess desired batch.
  3. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
  4. Click "Start Billing Now".
  5. Validate billing started then Click "End Date Billing".
  6. Validate the active billing run completes.
Topics
• Finance
ECS-54932 Summary | Details
11.0.0025, 10.1.0575.07, 11.0.0000.04
Consolidate Only if Consecutive Dates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • AR Management
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • Placement Disruptions: Unknown Location [DELETE]
  • FinanceClaims
  • Billing Batches Management
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
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".
Scenario 2: Validate Claim Breaks On Placement Disruption When It Extends Into The Next Month
Specific Setup:
  1. Scenario works with a client and has an existing claim for 2 months of placement services.
  2. Requires a rate that is set up with placement disruption rule to break on PD.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Reprocess desired billing run.
  3. Start a new billing run.
  4. Validate consolidated claims break by placement disruption when PD spans into the next month.
Scenario 3: Validate Billing System Creates Separate Claims for the Billable Placement Disruptions That Are on Non-Consecutive Days
Specific Setup:
  • Client set up with multiple disruptions during the billing month, some should span more than one day and at least one should be for a single day.
  • Billing batch available to reprocess for billing month for Desired Client.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Search for desired claim.
  3. Reprocess the claim.
  4. Start a new billing run.
  5. Validate claims are generated.
  6. Validate that the system creates separate claims for the billable placement disruptions that are on non-consecutive days and creates single claim for placement disruption that spans consecutive days.
Topics
• Finance
ECS-54936 Summary | Details
11.0.0025, 10.1.0550.09, 11.0.0000.01, 10.1.0575.04
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]
  • FrontDeskCheckIn
  • FrontDeskCalendar
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
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Select system.
  3. Set the "Inactivity Timeout (hh:mm)" to a low interval for testing and Save.
  4. Log out of and back into the system in order for the new logout timer to be applied.
  5. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  6. Click the Calendar button.
  7. Wait for timeout duration to complete.
  8. Observe the Calendar will close upon timeout.
Topics
• Calendar • Front Desk
ECS-54991 Summary | Details
11.0.0025, 11.0.0000.02, 10.1.0575.05
NACHA Files and Hash Totals
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ChecksCreationLog
  • Create Checks [ADD]
  • GL Accounts Payable Accounts
  • GL Cash Accounts
  • NACHA File
Scenario 1: Validate NACHA File Contains Correct Totals In File Control Row
Specific Setup:
  • Requires a "Vendor" that has invoices that need to be paid.
  • "Vendor" should be set up with "Direct Deposit".
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Click "Create Checks".
  3. Fill in required fields to generate desired checks.
  4. Save.
  5. Click "Actions" button and select "Create DD File For All Actions".
  6. Validate the "File Control Record" contains the desired total of the "Routing Numbers".
Topics
• Finance
ECS-54996 Summary | Details
11.0.0025, 11.0.0000.03
myHealthPointe Assessments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • NX Test Setup Answers Subform
  • NX Test Setup Answers (RD) Subform
  • Client Search
  • Worker Assignments [ADD]
  • Program Enrollments by Service Track
  • Worker Role (to a client or in a workgroup) Table
  • Worker Roles Form Set
  • SecurityEvents
  • Testing Assessment QA [EDIT]
Scenario 1: Validate MHP Assessments
Steps

Internal Testing Only.
Topics
• Assessments • myHealthPointe
ECS-55110 Summary | Details
11.0.0025, 11.0.0000.02, 10.1.0575.05
Handling Time Zone Offsets when Entering Referral Status Changes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ProgramReferralSearch
  • Referral to Program from Outside Source [Edit]
  • Referral Made Status Subform
  • Open/Closed Status - Referrals Made
Scenario 1: Validate Referral Status Can Updates Between Time Zones When Status Times Overlap
Specific Setup:

Available Referral with pending status.

Steps
  1. Navigate to "Program Referrals > Program Referrals > Referral Information > Referral Information".
  2. Select "Referral" from preconditions.
  3. Open the referral to agency.
  4. Update/Add Pending referral Status to current date/time.
  5. Save and log out.
  6. Change time zone back by 1 hour.
  7. Log in.
  8. Navigate to "Program Referrals > Program Referrals > Referral Information > Referral Information".
  9. Select same "Referral".
  10. Open the referral to agency.
  11. Add Accepted referral Status.
  12. Set date to current date
  13. Set time to 1 hour before Pending Status Time
  14. Attempt to save.
  15. Validate error message displays with "Referral Statuses cannot overlap.".
  16. Change Accepted Status Time to 59 minutes before Pending Status Time.
  17. Save and verify no validation messages display.
Topics
• Program Referrals
ECS-55157 Summary | Details
11.0.0025, 10.1.0575.07, 11.0.0000.04
Service/Case Notes & Planning Approval Group Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • SupervisorModule
  • Select Group
  • Get Date Time [EDIT]
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-55158 Summary | Details
11.0.0025, 10.1.0575.06, 11.0.0000.03
Test Items/Test Groups Ordering
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • NX Test Setup Answers (RD) Subform
Scenario 1: Validate Test/Assessments Items Preserve Order When Using Drag & Drop
Specific Setup:
  • Available Test Form to edit.
  • Test form contains at least two existing Test Groups.
Steps
  1. Navigate to "Setup > Treatment and Tests > Test Setup > Test Design – People".
  2. Select a User-Defined test that isn't being used yet.
  3. Drag and drop a new "Test Group" into the test between two existing groups.
  4. Confirm that existing groups "Order" values are updated to make room for the newly added group.
  5. Add new Test questions/items into the new Test Group and take note of the ordering.
  6. Save Test.
  7. Confirm that new "Test Group" with Test Items are all in the same order/placement as they were dragged before saving, and that their ordering is the same as before.
  8. Test dragging one of the Test Items to a new place in the test.
  9. Save and confirm that the Item orderings have updated accordingly.
Topics
• Assessments • Forms • Setup
ECS-55203 Summary | Details
11.0.0025, 11.0.0000.02, 10.1.0575.05
Wizard Performance Improvement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Person Information No Anonymous [ADD]
  • Wizard
  • New Staff [ADD]
  • Job Title Listing - Employees
  • Staff Credentials History Subform
  • Billing staff credentials
  • Staff-Site Link Subform
  • Managing Offices By Agency Operated
  • Client Search
  • Person Information [ADD]
  • New Client Personal Information [EDIT]
  • Initial Enrollment for New Person [ADD]
  • Program Listing By Agency and Worker
  • Select Group
  • Case Information [ADD]
  • Family Case - Intake [EDIT]
  • Family Cases - Type of Case
  • Case Intake Members Subform
  • Case Status History Subform
  • Open/Closed Status - Case
  • Case Intake [ADD]
  • Placement Events By Agency/Program - Case
  • Unit Table
  • Referral Search
  • New Referral to the Agency [ADD]
  • Referral Source - Referral In
Scenario 1: Create New User - Time Out
Steps
  1. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Click the "Select Name" button.
  3. Click the "New" button.
  4. Enter information within the "Last Name" field.
  5. Enter information within the "First Name" field.
  6. Enter a Gender within the " Gender" Field.
  7. Click "Proceed".
  8. Check "Create new record" with information entered.
  9. Click "Proceed".
  10. Enter information within the "Job Title" field.
  11. Enter a "Start Date".
  12. Enter a "Supervisor.
  13. Enter applicable Managing offices in the "Managing Offices" field.
  14. Click Finish.
Scenario 2: Prevent Creation Of Client As Same Person As Staff
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 3: 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).
Scenario 4: Referral – Non Client
Steps
  1. Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
  2. Click Search and create New Referral Wizards and select Default Referral Wizard.
  3. Enter Last Name, First Name, and Gender, then click Proceed.
  4. Click "Create New Person" then click Proceed.
  5. Click Proceed and don't enter Family Information.
  6. Enter Referral Date then enter Referral Time
  7. Fill remaining required fields and click Finish.
  8. Navigate to " Client > Client Information > Personal Information > Demographics".
  9. Click in Search and search for the name used in step 3.
  10. Validate the client does not exist.
Scenario 5: Validate Existing Staff With Same Name Display When Adding New
Specific Setup:

Existing Staff records with similar names.

Steps
  1. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Click the "Select Name" button.
  3. Click the "New" button.
  4. Enter information within the "Last Name" field.
  5. Enter information within the "First Name" field.
  6. Enter a Gender within the "Gender" field.
  7. Click "Proceed".
  8. Check "Create new record" with information entered.
  9. Click "Proceed".
  10. Enter information within the "Job Title" field.
  11. Enter a "Start Date".
  12. Enter a "Supervisor.
  13. Enter applicable Managing offices in the "Managing Offices" field.
  14. Click Finish.
Topics
• Client • Family Cases • Groups • Referral Application • Setup • Staff
ECS-55309 Summary | Details
11.0.0025, 11.0.0000.02, 10.1.0575.05
837i Covered and Non-Covered Days
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Facilities Form Set
  • Service Facilities Listing
  • Service Facility [EDIT]
  • Billing Batches Management
  • Claim Output Ready
  • 837 File
  • FinanceClaims
Scenario 1: Validate Covered Days Output in BE:80 Segment of 837 Output File
Specific Setup:
  • "MN DHS Occupancy Coefficient" is populated on service facility.
  • "Include rate code in HI segment (for NYSDOH)" is not checked.
  • "Include Covered Days in HI" segment is checked.
  • "Output Non-Covered Days" is not checked on rate.
  • Test system contains a test batch for this receiver with claims tied to the service facility above.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create the 837 output for your test batch.
  3. Start Billing Run.
  4. Download the 837 output file.
  5. Verify in the 837 file that all claims in this file have the following: "HI*BE:24:::[Coefficient Field]*BE:80:::[Number of days of service]".
  6. Note: The number after "BE:24" should always be the value entered for your test facility in the coefficient field. The number after "BE:80" should be the number of days/units for that claim.
Scenario 2: Validate Non-Covered Days Output in BE:81 Segment of 837 Output File
Specific Setup:
  • "MN DHS Occupancy Coefficient" is not populated on service facility.
  • "Include Covered Days in HI" segment is checked.
  • "Include rate code in HI segment (for NYSDOH)" is not checked.
  • "Output Non-Covered Days" is checked on rate.
  • Test system contains a test batch for this receiver with claims tied to the service facility above.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create the 837 output for your test batch.
  3. Start Billing Run.
  4. Download the 837 output file.
  5. Verify in the 837 file that all claims in this file have the following: "HI*BE:80:::[Number of days of service]*BE:81:::[Number of non-covered days]".
Topics
• Finance
ECS-55328 Summary | Details
11.0.0025, 10.1.0575.06, 11.0.0000.03
Staff Time Off in Staff Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff Schedule Details B2 Subform
  • Weekdays
  • Staff Time Off - People [ADD]
  • Staff Calendar
  • FrontDeskCheckIn
  • FrontDeskCalendar
Scenario 1: Validate Staff Appointments in Staff Calendar
Steps
  1. Navigate to "Agency > Staff & Security > Staff Information > Work Schedule".
  2. Search and select desired Staff.
  3. Click the desired Schedule.
  4. Add another weekday schedule.
  5. Check "Schedule Applies to all Staff Managing Offices?" checkbox.
  6. Click Save.
  7. Navigate to "Agency > Staff & Security > Staff Information > Vacation Schedule".
  8. Click "Add New" button.
  9. Select "Add Event" from the "New/Scheduled" dropdown list.
  10. Select "Personal" from the "New Events" dropdown list.
  11. Fill out required fields.
  12. Click Save.
  13. Navigate to "Taskbar > Scheduled Tasks > Task List > Calendar".
  14. Click on the Scheduled Date.
  15. Validate the appointment displays once.
  16. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  17. Click the "View Calendar" button.
  18. Click desired Staff checkbox.
  19. Select Scheduled Date in the Month view.
  20. Validate a single record displays for the appointment record.
  21. Click Close.
Topics
• Calendar
ECS-55462 Summary | Details
11.0.0025, 11.0.0000.04
Vendor Information Form Now Clears Create Prenotification
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vendors Form Set
  • Vendors Table
  • Vendor Information [EDIT]
  • ChecksCreationLog
  • Check Log [VIEW]
Scenario 1: Validate "Create Prenotification" Flag Is Unchecked When “Has Direct Deposit” Is Unchecked
Specific Setup:
  • Two vendors:
  • Vendor1 "Has Direct Deposit" is checked.
  • Vendor2 "Has Direct Deposit" is unchecked.
  • Check created with both vendors billed.
Steps
  1. Navigate to "Finance > Accounts Payable > Vendors > Vendor Information".
  2. Select Vendor 1 from setup.
  3. Validate "Has Direct Deposit" is checked.
  4. Check "Create Prenotification".
  5. Uncheck "Has Direct Deposit" and verify "Create Prenotification" becomes unchecked and disabled.
  6. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  7. Expand check row and facility row.
  8. Click Check No. for Vendor 1.
  9. Validate "Has Direct Deposit" is checked.
  10. Click Check No. for Vendor 2.
  11. Validate "Has Direct Deposit" is not checked.
  12. Navigate to "Finance > Accounts Payable > Vendors > Payments Made".
  13. Select Vendor 1 from setup.
  14. Validate Check # row contains "Is Direct Deposit" yes.
  15. Select Vendor 2 from setup.
  16. Validate Check # row contains "Is Direct Deposit" no.
Topics
• Finance
ECS-55586 Summary | Details
11.0.0025, 11.0.0000.05
Scheduling Site
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 1. Simple Service Entry [ADD]
  • Scheduling Site - Staff Calendar
  • Scheduling Site - Dashboard
Scenario 1: Validate Scheduled Events Duplicating
Steps

Internal Testing Only.
Topics
• SchedulingSite
ECS-55618 Summary | Details
11.0.0000.08, 11.0.0025.04, 11.0.0050.01, 11.0.0075
Place of Service Code and 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
  • Claim 2.0 [EDIT]
  • Claims Submission For Remittance NX [EDIT]
  • Claim Service Lines NX Subform
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim Output Form Set
  • Claim Output
  • Place of Service Location Link Subform
  • Location Table (Service)
  • Billing Place of Service Code Setup [EDIT]
  • Billing Batches Management
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • All Clients With Security Listing by PeopleID
  • Billing Request Action Based Run [ADD]
  • Action Based Run - Claim Action Types
  • ActionsView
Scenario 1: Validate Place Of Service Code Saves When Using Calculate Rate
Specific Setup:

Requires a service that was billed and "Location/Place of Service" was changed after billing.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set parameters to search for desired claim.
  4. Click "Add Action".
  5. "Resubmit" the claim using "Calculate Rate".
  6. Validate "Place of Service" field contains desired place of service code.
  7. Save.
  8. Wait for billing to run.
  9. Open the new submission.
  10. Validate "Place of Service" contains desired place of service code.
  11. Click on the "Batch" link.
  12. Click "Open Batch"
  13. Click on "Create Output".
  14. Download the "837 Output".
  15. Validate the "CLM" line contains desired place of service code.
Scenario 2: Validate Place of Service Updates After Changes To Finance Setup
Specific Setup:
  • Client has two Benefit Assignments.
  • Service is billable to both Benefit Assignments.
  • Service has Location information.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "Billing Run" to capture "Service" from preconditions.
  3. Upon completion of "Billing Execution Interval", create "837 File".
  4. Validate "Place of Service" information is present for the "Claim".
  5. Mark "Batch" as sent.
  6. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  7. Select "Check".
  8. Set "Filters" to search on "Claim".
  9. Click "Deny" and "Add Action".
  10. Select "Resubmit to Other" and use "Calculate Rate", save.
  11. Upon completion of "Billing Execution Interval", click on "Submission" and "Batch", create "837 File".
  12. Validate "Place of Service" information is present for the "Claim".
Topics
• Finance • Finance Setup
ECS-55737 Summary | Details
11.0.0050, 11.0.0000.08, 11.0.0025.04
Merge Utility Collateral
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Person Information No Anonymous [ADD]
  • Wizard
  • Client Collateral [ADD]
  • Relationship - Collateral Table
  • All Clients (secured)
  • Merge Utility
  • People Search
Scenario 1: Validate Duplicate People Records in Merge Utility Can Be Merged
Specific Setup:
  • Available Client A to be merged and deleted.
  • Available Client B to merge Client A into.
Steps
  1. Navigate to "Client > Client Information > Relationships > Collaterals".
  2. Select Client A from setup.
  3. Add new Personal Collateral.
  4. Fill Form and save.
  5. Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
  6. Select Client A as Duplicate Person.
  7. Select Client B as Permanent Person.
  8. Merge Client A into Client B.
  9. Delete any remaining agency placements, program enrollments, events etc. from duplicate person.
  10. Delete Duplicate person.
  11. Validate Client A is deleted.
Topics
• Client • Utilities
ECS-55782 Summary | Details
11.0.0025, 11.0.0000.05
Front Desk NX Behavior
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • FrontDeskCalendar
  • Front Desk People Search
  • Staff - Service Providers (by Staff_id) NES
  • Front Desk Calendar Appointment [ADD]
  • Program Listing By Agency and Worker
  • Active events by Program or Clinic2
Scenario 1: Validate Appointments With Multiple Agency Program Service Links Enabled Can Be Scheduled in Front Desk Calendar
Specific Setup:

Available event with multiple agency program service links enabled to schedule.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click View Calendar.
  3. Choose desired staff and schedule new event.
  4. Select event from setup, fill form and save.
  5. Validate Event appears on schedule.
  6. Close the Calendar window.
  7. Click Refresh.
  8. Validate event appears in Scheduled column.
  9. Check in event.
  10. Validate event moves to Checked In column.
Topics
• Calendar • Front Desk
ECS-55853 Summary | Details
11.0.0025, 10.1.0575.07, 11.0.0000.04
NX Routing and Notes To Complete Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Print Preview
  • UpdateHistory
  • Select Group
  • Get Date Time [EDIT]
  • Activities - Group Activities [EDIT]
  • Activities - Group Activities [VIEW] *SIGNED*
  • Activities Short Form wo Acts(Read Only) [EDIT]
Scenario 1: Validate NX Routing And Notes To Complete Widget
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. Save.
  7. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  8. Open the "Notes To Complete" widget.
  9. Validate the event is listed.
  10. Open the event and click "Routing" button to start the route.
  11. Validate the "Current Assignee" contains desired staff.
  12. Validate "Routing Timeline" exists with current date/time.
  13. Set "Route For Approval" input box to desired staff.
  14. Enter a note into the "Notes" field.
  15. Click "Route".
  16. Validate the event is no longer listed in the widget.
Topics
• Groups • Routing • Widgets
ECS-55928 Summary | Details
11.0.0025, 11.0.0000.04
Workflows - Refresh Scheduled Tasks/Events Utility
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Person Information [ADD]
  • Wizard
  • Initial Enrollment for New Person [ADD]
  • Program Listing By Agency and Worker
  • Worker Role (to a client or in a workgroup) Table
  • Gender Table
  • Critical Information
  • Agency Discharge [EDIT]
  • Event Definitions (Plain)
  • Closing Reasons - Service Track Table
  • Outcome/Results - Service Track Table
  • Workflow Rules Manager
  • Rule Designer [ADD]
  • WorkFlow Header/Grouping
  • Qualifiers Subform
  • Workflow Qualifiers
  • Workflow Triggers [ADD]
  • Triggering Events
  • Workflow Tasks [ADD]
  • Schedules [ADD]
  • Wizard Search
  • EvolvUtils
Scenario 1: Validate Workflow Triggers Based on Program Enrollment
Specific Setup:

Requires a workflow that will trigger events based on program enrollment.

Steps
  1. Navigate to " Client > Client Information > Critical Information > Enrollment Information".
  2. Create a new client.
  3. Enroll the client into a program that will trigger the workflow.
  4. Navigate to "Client > Reports > At a Glance > Scheduled/ Due Tasks".
  5. Validate the desired scheduled event has been scheduled.
Scenario 2: Validate Workflows - Refresh Scheduled Tasks/Events Utility
Specific Setup:

Requires an event that was previously scheduled by a workflow that is overdue.

Steps
  1. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  2. Click "Run" on the utility "Workflows - Refresh-Scheduled Tasks/Events".
  3. Click on "Running and Recent Jobs" tab.
  4. Validate the "Refresh Tasks" job is listed.
  5. Wait for it to complete.
  6. Navigate to "Client > Reports > At a Glance > Scheduled/Due Tasks".
  7. Select desired client.
  8. Validate the "Scheduled Event" is listed and the "Due Date" has not changed.
Topics
• Service Entry • Utilities • Workflows
ECS-55984 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
NX Custom Reporting Reports Printing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Conditional Formatting Configuration
  • Report Designer
  • NX Report Processor
  • Chrome Print Preview
Scenario 1: Validate Custom Reporting Report Prints All Pages
Specific Setup:

Available report which produces a large number of outputs which when "paging" is enabled, results in at least 2 pages.

Steps
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. Click the Report Designer tab.
  3. Select desired report.
  4. Launch the report.
  5. Click "Run Report".
  6. Confirm that in the results table, paging is shown in use ("Page x of y" and "Displaying 1-a of b").
  7. Click "Save as PDF".
  8. Confirm "Save as PDF".
  9. Open the saved PDF file and confirm that all rows are shown without paging enabled.
  10. Close PDF file.
  11. Click "Print Report".
  12. Confirm in the print preview that all rows are shown without paging enabled (the font size is increased for printing, so this will look longer than the PDF).
Topics
• NX Custom Reporting
ECS-56045 Summary | Details
11.0.0025, 11.0.0000.05
Billing Processing Following Canceling Billing Request
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Validate Next Billing Interval Completes After Canceling Billing Request
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and start a new billing run.
  3. Fill in required fields to generate a "Billing Request".
  4. Click "Billing Processing History" tab.
  5. Click "Start Billing Now".
  6. Validate "Billing Processing log" is visible.
  7. Click "Actions" button and select "Cancel Job".
  8. Click "Billing Batches Management" tab.
  9. Click "Actions" button and select "Delete Request".
  10. Wait for request to delete.
  11. Click "New Run" and start a new billing run.
  12. Wait for next billing interval.
  13. Validate "Billing Run" processes and generates desired claims.
Topics
• Finance
ECS-56267 Summary | Details
11.0.0025, 11.0.0000.05
Billing Run Processing Time
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceInvoices
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Billing Request Payroll Run [ADD]
  • Agency [EDIT]
  • Payroll Output Type
  • Staff Look Up Their Own Information Form Set
  • Generic Staff Service [ADD]
  • Program Listing by Agency and Service Event
  • Provider Sites by Program/Service
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Payroll Info [EDIT]
  • Payroll Rate Set
  • Invoice Payroll [EDIT]
Scenario 1: Validate Payroll Run And Generate Output
Specific Setup:
  • Requires a staff that is set up to receive payroll.
  • Requires a client with a service that has been provided by this staff.
  • Requires a payroll rate to be set up to generate an invoice for this service.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" button and select "Payroll Run".
  3. Fill in required fields to generate desired "Payroll Invoice".
  4. Save.
  5. Start a billing run.
  6. Validate desired "Payroll Invoice" is generated.
Scenario 2: Validate Non Contract Payroll Invoice For Staff Event
Specific Setup:

Requires a "Payroll Rate Set" linked to a "Non-Contract Payroll" rate.

Steps
  1. Log in as staff who is entering the "Staff Non Client Service".
  2. Click on "Staff Look Own Information" in top right corner.
  3. Click on "Staff Non Client Services".
  4. Add desired "Staff Event".
  5. Save.
  6. Log off and log in as "Administrator".
  7. Navigate to "Agency > Staff & Security > Staff Information > Payroll Details".
  8. Select desired staff.
  9. Click "Actions" button and select "Open Form".
  10. Check the flag "Receives Payroll based on services provided".
  11. Select desired "Payroll Rate Set".
  12. Save.
  13. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  14. Click "New Run" button and select "Payroll Run".
  15. Fill in required fields to generate desired "Payroll Invoice".
  16. Save.
  17. Start a billing run.
  18. Validate desired "Payroll Invoice" is generated.
Topics
• Agency Setup • Finance • Staff
ECS-56439 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Billing Run Requests With Missing Receiver And No Resulting Batches
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Validate Generating Multiple Billing Request
Specific Setup:

Requires services that can be billed in different batches.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and select "Immediate Run".
  3. Fill in required fields to generate desired claims.
  4. Save.
  5. Repeat steps 2 and 3 to generate a few more "Billing Requests".
  6. Wait for billing to run.
  7. Refresh.
  8. Validate desired batches have generated.
Topics
• Finance
ECS-56440 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Calculate Rate In AR Management
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claims Submission For Remittance NX [EDIT]
  • Client Search
  • Date Range (Required) With Parms [ADD]
  • Report: Service Details
Scenario 1: Validate Saving More Than One Calculate Rate At A Time
Specific Setup:

Requires claims that can be "Remitted" and "Resubmitted".

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set search parameters to search for desired claims.
  4. Add desired status to each of the claims.
  5. On each claim click "Add Action".
  6. Select "Resubmit and Calculate Rate".
  7. Save.
  8. Validate they all saved and each claim has a second submission with desired results.
Topics
• Finance
ECS-56446 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Merge Utility Prevents Staff Selection
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Merge Utility
  • People Search
  • Call Center Search Forms [EDIT]
  • Call Center Search Forms [ADD]
  • Gender Table
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Person Information No Anonymous [ADD]
  • Wizard
  • New Staff [ADD]
  • Job Title Listing - Employees
  • Staff-Site Link Subform
  • Managing Offices By Agency Operated
Scenario 1: Validate Prevent Deletion Of People Record Tied to Staff Profile
Specific Setup:
  • Available staff to select in Merge Tool.
  • Access to create new staff.
Steps
  1. Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
  2. Select a Staff under "Duplicate Person".
  3. Validate "This people record is linked to a staff profile; staff profiles are not allowed in merge utility" message displays.
  4. Navigate to "Taskbar > Call Center > Call Center > Call Center".
  5. Start a new call.
  6. Enter person information and click "Create new person".
  7. Do not enter intake information and click "Save and Close".
  8. Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
  9. Select the new person under "Duplicate Person".
  10. Open a new tab of myEvolv.
  11. Navigate to "Agency > Staff & Security > Staff Information > Personal Info".
  12. Click Select Name.
  13. Create a new staff and link them to new person created from earlier.
  14. Switch back to original myEvolv tab.
  15. Click "Delete Duplicate".
  16. Validate "This people record is linked to a staff profile; staff profiles cannot be deleted" message displays.
Topics
• Call Center • Staff • Taskbar • Utilities
ECS-56451 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Reprocessing Failed Billing Batches
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Validate After Reprocessing Failed Billing Run, Claims Are Regenerated
Specific Setup:

Available failed billing batch that should have claims able to be reprocessed.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Filter for the known failed billing batch that should have produced claims.
  3. Reprocess the Billing Batch.
  4. Navigate to "Billing Processing History" tab.
  5. Start the billing run.
  6. Validate billing run successful.
  7. Navigate to "Billing Batches Management" tab.
  8. Filter for same billing batch.
  9. Validate billing batch status no longer displays as "Failed".
  10. Validate claims have been processed.
Topics
• Finance
ECS-56477 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Deleting Payroll Runs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Billing Request Payroll Run [ADD]
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Immediate Billing Run Request [ADD]
  • Submitter Information
Scenario 1: Validate Deleting A Payroll Run
Specific Setup:
  • Requires a service and a rate that is set up to produce a "Payroll Invoice".
  • Requires a client service and a rate that can produce a "Claim".
Steps
  1. Navigate "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run".
  3. Select "Payroll Run".
  4. Fill in required fields to generate desired "Payroll Invoice".
  5. Save.
  6. Wait for billing to run.
  7. Validate a "Payroll Invoice" was generated.
  8. Click "Actions" button and select "Delete Request".
  9. Validate the "Payroll Batch" is in deleting status.
  10. Click "New Run".
  11. Select "Immediate Run".
  12. Fill in required fields to generate desired claim.
  13. Save.
  14. Wait for billing to run.
  15. Validate the claim was generated.
  16. Validate the "Payroll Run" is no longer listed.
Topics
• Finance
ECS-56660 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Import Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Interface Design Form Set
  • FileUploadForm
  • Form Families - Client Mode
  • FormDesigner
  • NX Sub Report [EDIT]
  • NX Test [EDIT]
  • Sub Reports - User Form Set
  • Sub Reports - Users
  • User Sub Report Designer [EDIT]
Scenario 1: Form Designer: Validate Form Import Operations
Specific Setup:
  • Two files must be created: a JSON file created by exporting a custom Form, and any file type that is not JSON.
  • The JSON created above must have been exported from one compatible Evolv system, and be used to test the importing for another compatible Evolv system.
Steps
  1. Navigate to "Setup > User Tools > Interface Designer > Form Designer".
  2. Click "Import Forms".
  3. Choose desired file that is not a supported format.
  4. Verify a validation message is shown.
  5. Choose desired JSON file.
  6. Click "Upload".
  7. Validate the custom "Form" was uploaded or not uploaded based on the results shown.
  8. Click "Form Designer".
  9. Select desired "Form Family".
  10. Validate the "Form Table" contains desired custom "Form".
  11. Validate all "Form Elements" are properly imported and linked.
Topics
• Forms • Setup
ECS-56666 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Improved Billing Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • AR Management
  • Cash Receipts for Remittance
Scenario 1: Validate Generating Multiple Billing Request
Specific Setup:

Requires services that can be billed in different batches.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and select "Immediate Run".
  3. Fill in required fields to generate desired claims.
  4. Save.
  5. Repeat steps 2 and 3 to generate a few more "Billing Requests".
  6. Wait for billing to run.
  7. Refresh.
  8. Validate desired batches have generated.
Scenario 2: 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-56716 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05, 11.0.0000.09
Held Claim For Service Not Approved
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • FinanceClaims
  • SupervisorModule
  • All Clients With Security Listing by PeopleID
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Agency [EDIT]
Scenario 1: Validate Claim Held For Service Not Approved Is Released
Specific Setup:
  • Requires a claim that is held for "Service Not Approved".
  • Scenario works with a service that has been submitted to supervisor, but not yet approved.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Validate desired service is listed.
  3. Click "Actions" button and select "Approve".
  4. Save.
  5. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  6. Click "New Run".
  7. Select "Immediate Run".
  8. Fill in required fields to generate desired billing run.
  9. Save.
  10. Wait for billing to run.
  11. Validate the billing contains desired claim and it is no longer in "Held" status.
Scenario 2: Validate Claim Held For Service Not Approved Is Released With New Claim Number
Specific Setup:
  • Requires a claim that is held for "Service Not Approved".
  • Scenario works with a service that has been submitted to supervisor, but not yet approved.
Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  2. Check the flag "Delete Held Claims".
  3. Save.
  4. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  5. Validate desired service is listed.
  6. Click "Actions" button and select "Approve".
  7. Save.
  8. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  9. Click "New Run".
  10. Select "Immediate Run".
  11. Fill in required fields to generate desired billing run.
  12. Save.
  13. Wait for billing to run.
  14. Validate the billing contains desired claim with a new claim number and it is no longer in "Held" status.
Topics
• Finance
ECS-56769 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Minimize Calls Opened From Call Center Listing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CallCenterlisting
  • Call Center Search Forms [ADD]
  • Call Center Search Forms [EDIT]
  • Call Disposition with Intake [EDIT]
  • Call Disposition with Intake [VIEW] *APPROVED*
Scenario 1: Call Center – Validate When a Minimized Call Is Saved, the Call Will Be Removed From the Unsaved Calls Area
Specific Setup:

Signed call available in Call Center.

Steps
  1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
  2. Create a New Call.
  3. Check "Phone # Unknown" or enter a number.
  4. Input a Client First Name and Client Last Name.
  5. Click "Next".
  6. Minimize the call.
  7. Validate the call appears in both Unsaved Calls and Incomplete Calls.
  8. Open the call from the Incomplete Calls panel. Change some data, like the "Brief Nature of Call" and save.
  9. Minimize the call again, confirm that there is still only one instance of this call in Unsaved Calls.
  10. Open the call from Unsaved Calls
  11. Confirm the data change is still visible.
  12. Click "Save & Close".
  13. Confirm the call is now visible in Incomplete Calls and NOT visible in Unsaved Calls.
  14. Open the call, minimize, confirm it is now in Unsaved and NOT Incomplete.
  15. Open the call, click "Save & New call".
  16. Minimize the new call.
  17. Confirm the new call is visible in Unsaved Calls, and the original call is now visible in Incomplete Calls.
  18. Open the original call from Incomplete Calls.
  19. Finish the call, and when the "Save & Mark Completed" button is visible instead click "Minimize".
  20. Confirm the call is visible in Unsaved Calls, open it again.
  21. Now click "Save & Mark Completed".
  22. Confirm the call is no longer visible in Unsaved Calls or Incomplete Calls.
  23. Validate the call is visible in the main call area, with the column "Call Completed" showing "yes".
  24. Open a signed call from call center.
  25. Validate "Minimize" and "Delete" buttons are not present.
Topics
• Call Center
ECS-56800 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
NIAM User Timeout
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EvolvCS Client [EDIT]
  • Client Search
Scenario 1: Validate User Can Log Back in Successfully Following Timeout
Specific Setup:

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

Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Verify and take note of "Inactivity Timeout" value.
  3. Wait for X amount of minutes.
  4. Validate Timeout warning appears last 5 minutes of inactivity.
  5. Validate successful logout.
  6. Log back in using same user.
  7. Validate successful login from timeout screen.
Scenario 2: Validate NIAM Users Able To Log Back Into Session Following Timeout
Specific Setup:
  1. "Inactivity Timeout (hh:mm)" set to 5 minutes.
  2. User configured for NIAM login.
  3. myEvolv setup for NIAM logins.
Steps
  1. Login with NIAM user.
  2. Wait for timeout.
  3. Attempt to log back in.
  4. Validate successful login after timeout.
Scenario 3: Validate NTST User Able to Login Following Timeout
Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Scenario 4: Validate NIAM Users Able To Log Back Into Session Following Timeout
Specific Setup:
  • Within Setup > System > EvolvCS System Setup > System Settings/Preferences, set the "Inactivity Timeout (hh:mm)" to 5 minutes.
  • User is configured for NIAM login.
  • System setup for NIAM logins.
Steps
  1. Login utilizing NIAM user name.
  2. Click the "Next" button.
  3. On the NIAM pop up, enter the password.
  4. Click the "Verify" button.
  5. Wait for timeout message.
  6. After the staff is timed out, repeat steps 1 thru 4.
  7. Validate staff can log back in and Windows display as expected.
Topics
• Login • Setup
ECS-56814 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Improved Performance for Viewing Billing Authorizations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Authorization - Finance [EDIT]
  • Client Search
Scenario 1: Validate Authorization Used SubReport
Specific Setup:
  • Scenario works with a claim that has been paid.
  • Claim should be linked to an "Authorization".
  • Service has been updated so that on rebill it consumes more units.
Steps
  1. Navigate to "Client > Client Information > Billing Authorization > Information".
  2. Select desired client.
  3. Select desired "Authorization".
  4. Scroll to "Authorization Used".
  5. Validate the SubReport loads with the desired data.
  6. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  7. Select desired remittance.
  8. Set parameters to search for desired claim.
  9. Click "Add Action".
  10. Select "Adjustment/Replacement".
  11. Select "Calculate Rate".
  12. Validate "Calculate Rate" returns desired data with updated "Units".
  13. Save.
  14. Wait for billing to run.
  15. Validate "Adjustment Claim" has been generated.
  16. Navigate to "Client > Client Information > Billing Authorization > Information".
  17. Click "Refresh".
  18. Scroll to "Authorization Used".
  19. Validate the SubReport loads with the updated "Authorization Information".
Topics
• Finance • Widgets
ECS-56875 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
835 Remittance Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • Claim Remittance Transactions Subform
  • Report: Claim Remittance Report
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information Generic [EDIT]
Scenario 1: Validate Remittance With Multiple Payments On Same Service Line
Specific Setup:
  • Requires a "Multi Service Line" claim.
  • Requires a "Remittance" with multiple payments for one of the service lines.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and select "Upload 835".
  3. Select desired remittance file.
  4. Click "Upload".
  5. Validate file uploaded.
  6. Navigate to "Finance > Claim Maintenance > Automatic > Submissions".
  7. Select desired claim from remittance.
  8. Open the submission.
  9. Validate the "Submission" contains both payment statuses from the remittance.
Scenario 2: Validate Duplicate Status And Payment From 835 Applies When Allow Duplicate Flag is checked
Specific Setup:
  • Requires a claim that is paid, has a reference number.
  • Requires an 835 that applies "Duplicate Status, Payment and Reference Number".
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File".
  3. Select desired "Remittance File".
  4. Set "Deposit Save".
  5. Click "Upload".
  6. Validate the 835 uploaded.
  7. Click "Actions" and select "Remittance Report".
  8. Validate the desired claim is not listed.
  9. Delete the uploaded remittance.
  10. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
  11. Select desired receiver.
  12. Check the flag "Allow Duplicate Status from 835".
  13. Save.
  14. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  15. Click "Upload File".
  16. Select desired "Remittance File".
  17. Set "Deposit Save".
  18. Click "Upload".
  19. Validate the 835 uploaded.
  20. Click "Actions" and select "Remittance Report".
  21. Validate the desired claim has the payment applied.
Topics
• Finance • Finance Setup
ECS-56880 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Program Discharge/Close Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Critical Information Form Set
  • Client Search
  • Critical Information
  • Program Enrollment [Edit]
  • Type Of Discharge
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • 837 File
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • ContractsRatesSetup
  • Billing Plan Setup NX [EDIT]
  • Billing Rate - Placement Based NX [EDIT]
  • FinanceClaims
  • Placement NX Form Set
  • Billing Plan Output [EDIT]
Scenario 1: Discharge Date on Claim Output
Specific Setup:
  • Within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup", select desired payer.
  • Click on "Actions > Edit this plan".
  • Select the "Plan/Contract Rates" tab, and select desired program.
  • Click on desired rate, and click on the "History Tab".
  • Select desired billing rate, and ensure that the below fields are checked.
  • "Output Discharge Date as Statement To Date"
  • "Use Agency Admit/Discharge Date Only for Determining Claim Frequency and Patient Status"
  • Program end dated for client.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information", and select your desired client.
  2. On the desired program click the ellipsis, and set the "Actual End Date-Time" field and click "Save".
  3. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management",
  4. Click the "New Run" button and select "Immediate Run"
  5. Set the "Submitter", "Run Description" " Through Date".
  6. Within the Clients Selection, set the "Limit to Client" to the client utilized within step 1 and 2.
  7. Click the "Save" Button.
  8. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History", and click on the "Start Billing Now" button.
  9. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  10. After the billing job completes, click on the "Actions" button, and select "Open Batch"
  11. Click the "Create Output" button, and click on the "Download Electronic File" button.
  12. Validate the DTP segment for desired claim includes the discharge date entered within step 2.
Scenario 2: Exclude Program Discharge Date on Claim Output
Specific Setup:
  • Within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup", select desired payer.
  • Click on "Actions > Edit this plan".
  • Select the "Plan/Contract Rates" tab, and select desired program.
  • Click on desired rate, and click on the "History Tab".
  • Select desired billing rate, and set the below fields:
  • "Output Discharge Date as Statement To Date", is checked.
  • "Use Agency Admit/Discharge Date Only for Determining Claim Frequency and Patient Status", is not checked.
  • Program end dated for a client.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information", and select your desired client.
  2. On the desired program click the ellipsis, and set the "Actual End Date-Time" field and click "Save".
  3. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management",
  4. Click the "New Run" button and select "Immediate Run".
  5. Set the "Submitter", "Run Description" " Through Date".
  6. Within the Clients Selection, set the "Limit to Client" to the client utilized within step 1 and 2.
  7. Click the "Save" Button.
  8. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History", and click on the "Start Billing Now" button.
  9. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  10. After the billing job completes, click on the "Actions" button, and select "Open Batch"
  11. Click the "Create Output" button, and click on the "Download Electronic File" button.
  12. Validate the DTP segment for desired claim does not include the program discharge date entered within step 2.
Scenario 3: Output Discharge Date as Statement
Specific Setup:
  • Within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup", select desired payer.
  • Click on "Actions > Edit this plan".
  • Select the "Plan/Contract Rates" tab, and select desired program.
  • Click on desired rate, and click on the "History Tab".
  • Select desired billing rate, and ensure that the below fields are not checked.
  • "Output Discharge Date as Statement To Date"
  • "Use Agency Admit/Discharge Date Only for Determining Claim Frequency and Patient Status"
  • Program end dated for a client.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information", and select your desired client.
  2. On the desired program click the ellipsis, and set the "Actual End Date-Time" field and click "Save".
  3. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  4. Click the "New Run" button and select "Immediate Run".
  5. Set the "Submitter", "Run Description" " Through Date".
  6. Within the Clients Selection, set the "Limit to Client" to the client utilized within step 1 and 2.
  7. Click the "Save" Button.
  8. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History", and click on the "Start Billing Now" button.
  9. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  10. After the billing job completes, click on the "Actions" button, and select "Open Batch"
  11. Click the "Create Output" button, and click on the "Download Electronic File" button.
  12. Validate the DTP segment for desired claim does not include the discharge date entered within step 2.
Topics
• Finance • Finance Setup
ECS-56925 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Performance Improvements for Eligibility (271) Imports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Report: Clients Processed OK
  • Report: Benefits Details
  • Eligibility File
  • Client Search
  • Benefit Assignment [EDIT]
  • Finance > Imports/Exports > Imports > Eligibility (271) Imports
Scenario 1: Validate Eligibility (271) Import
Specific Setup:

Requires a 271 Eligibility Import File.

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Eligibility (271) Imports".
  2. Click "Upload File".
  3. Select desired "271 Import File".
  4. Click "Upload".
  5. Validate "Information About The Uploaded File" is visible.
  6. Close the window.
  7. Validate the screen refreshed and it contains the uploaded "271 File".
  8. Click "Actions" and select "Client Processed Ok".
  9. Validate the report contains desired information.
  10. Close the report.
  11. Click "Actions" and select "Benefits Detail".
  12. Validate the report contains desired information".
  13. Close the report.
  14. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  15. Select a client from the "271 File".
  16. Open the "Benefit Assignment".
  17. Click on "271 Information".
  18. Validate the "271 Eligibility History" SubReport contains desired information.
Topics
• Finance • Finance Setup • Reports
ECS-56968 Summary | Details
11.0.0000.08, 11.0.0025.04, 11.0.0050.01, 11.0.0075
New Referral/Client Wizard
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Person Information [ADD]
  • Wizard
  • Merge Utility
  • People Search
  • Referral Search
Scenario 1: Validate Cannot Create New Client With Duplicate Social Security Number to Another Client
Specific Setup:

Known social security number for a Client in the system.

Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Click the "Select Client" search box.
  3. Click New and Intake - New.
  4. Enter any Last Name, First Name, Gender.
  5. Enter a Social Security number you know is in use already (do not use blank or all zeros).
  6. Click Proceed.
  7. Confirm that the search includes the client that has the SSN you entered listed.
  8. Check "Create new record..." box and click Proceed.
  9. Confirm that an alert opens showing
  10. Error(s) occurred on save:
  11. New Person record cannot be saved, return to search to address:
  12. Duplicate Social Security #: [SSN ENTERED]
  13. Close alert and Confirm that the Results window is still active (not locked, does not proceed).
  14. Click Previous to return to the Search page.
  15. Enter a valid SSN and client info.
  16. Click Proceed.
  17. Check "Create new record..." box and click Proceed.
  18. Confirm the Wizard continues to the Personal Information page with the new information without validations.
Scenario 2: Validate Cannot Create New Referral With Duplicate Social Security Number to Another People Record
Specific Setup:

Known social security number for a People Record in the system.

Steps
  1. Navigate to "Referral > Agency Referral > Referral Information > Demographics".
  2. Click Search for Referrals.
  3. Click New Referrals Wizard.
  4. Enter any Last Name, First Name, Gender.
  5. Enter a Social Security number you know is in use already (not blank or all 0s, these are ignored).
  6. Click Proceed.
  7. Confirm that the search includes the client that has the SSN you entered listed.
  8. Check "Create new record..." box and click Proceed.
  9. Confirm that an alert opens showing
  10. Error(s) occurred on save:
  11. New Person record cannot be saved, return to search to address errors:
  12. Duplicate Social Security #: [SSN ENTERED]
  13. Close alert and Confirm that the Results window is still active (not locked, does not proceed).
  14. Click Previous to return to the Search page.
  15. Enter a valid SSN and client info.
  16. Click Proceed.
  17. Check "Create new record..." box and click Proceed.
  18. Confirm the Wizard continues to the Personal Information page with the new information without errors.
Topics
• Client • Referral Application
ECS-56977 Summary | Details
11.0.0050, 11.0.0000.08, 11.0.0025.04
Merge Utility
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Merge Utility
  • People Search
  • Client Search
  • Person Information [ADD]
  • Wizard
  • Initial Enrollment for New Person [ADD]
  • Program Listing By Agency and Worker
  • Worker Role (to a client or in a workgroup) Table
  • Facilities for Restrictions Subform
  • Service Providers
  • Restrictions Major [ADD]
Scenario 1: Merge Utility – Validate Duplicate With Alerts/Restrictions Can Be Deleted After Merging
Specific Setup:

Duplicate client with Alerts/Restrictions.

Steps
  1. Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
  2. Select Duplicate Person.
  3. Select Permanent Person.
  4. Click Auto-Merge.
  5. Validate Merge action completes.
  6. Delete remaining agency placements for Duplicate Person.
  7. Save.
  8. Delete Duplicate Person.
  9. Validate deletion of Duplicate Person.
Topics
• Utilities
ECS-57124 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07, 11.0.0025.20
NIAM User Timeout
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
Scenario 1: Validate NIAM Users Able To Log Back Into Session Following Timeout
Specific Setup:
  • Within Setup > System > EvolvCS System Setup > System Settings/Preferences, set the "Inactivity Timeout (hh:mm)" to 5 minutes.
  • User is configured for NIAM login.
  • System setup for NIAM logins.
Steps
  1. Login utilizing NIAM user name.
  2. Click the "Next" button.
  3. On the NIAM pop up, enter the password.
  4. Click the "Verify" button.
  5. Wait for timeout message.
  6. After the staff is timed out, repeat steps 1 thru 4.
  7. Validate staff can log back in and Windows display as expected.
Topics
• Login
ECS-57146 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
My Tasks Widget Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Workgroups (All2)
  • Client Related Task - New [DELETE]
Scenario 1: Validate “My Tasks” Widget Only Displays Workgroup Tasks Scheduled for Its Enrolled Staff
Specific Setup:
  • Available admin account to log into.
  • Available Staff enrolled in Workgroup A to log into.
  • Staff not enrolled in a Workgroup B.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Workgroup Assignments".
  2. Schedule a task for Workgroup A (from setup) more than 2 months into the past.
  3. Schedule another task for the same Workgroup A for tomorrow.
  4. Schedule a third task for a different workgroup your staff is not enrolled in (i.e. Workgroup B from setup) more than 2 months into the past.
  5. Schedule a fourth task for the same Workgroup B for tomorrow.
  6. Logout of current user and login to staff enrolled in workgroup.
  7. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  8. Load "My Tasks" widget.
  9. Confirm only the task for tomorrow for Workgroup A is displayed.
  10. Confirm the other 3 tasks are not displayed.
Topics
• Widgets • Workgroup
ECS-57299 Summary | Details
11.0.0050, 11.0.0000.08, 11.0.0025.04
Billing Requests
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Execute Billing
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a new "Billing Request".
  3. Validate job executes and claims/invoices created as expected.
Topics
• Finance
ECS-57628 Summary | Details
11.0.0050, 11.0.0025.05, 11.0.0000.09
Billing Batches Management and Billing History Screen Performance Improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Immediate Billing Run Request [EDIT]
Scenario 1: Validate Billing Batch Management Billing Processing History
Specific Setup:

Requires a service/s that can be billed.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run".
  3. Select "Immediate Run".
  4. Fill in required fields to generate a new run.
  5. Save.
  6. Wait for billing to run.
  7. Validate the "Processing History" appears at the bottom.
  8. Validate "Processing History" automatically updates with each step.
  9. Once complete, validate "View Last Run" link appears.
  10. Validate the screen refreshes with "New Billing Run".
  11. Click "Actions" and select "Reprocess.
  12. Repeat steps 6-10.
Topics
• Finance
ECS-57741 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05, 11.0.0000.09
Netsmart Identity Access Manager (NIAM)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Listing - Agency Employees (By People ID)
  • Staff Information Form Set
  • Staff with Security [EDIT]
Scenario 1: Validate "Use NIAM Authentication" Field
Specific Setup:
  • Staff A has "Use NIAM Authentication" is set within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  • Staff B has access to Staff Profiles with Security.
Steps
  1. As Staff B, navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Select Staff A.
  3. Uncheck "Use NIAM Authentication".
  4. Save and log out.
  5. Set "Username" as Staff A.
  6. Click the "Next" button.
  7. Validate the text "NIAM authentication is not enabled for user" displays.
  8. Log in as Staff B.
  9. Navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  10. Select Staff A, and check "Use NIAM Authentication".
  11. Save and logout.
  12. Log in as Staff A.
  13. Click the "Next" button.
  14. Verify new window appears and enter the password.
  15. Click the "Verify" button.
  16. Click on the person icon within the upper right section of the page and verify logged in staff is the appropriate NIAM staff (i.e. staff A).
Topics
• Agency • Staff
ECS-57869 Summary | Details
11.0.0000.08, 11.0.0025.04, 11.0.0050.01, 11.0.0075
LA IBHIS Outpatient Episodes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Setup - No Care Day/Respite [EDIT]
  • Client Search
  • Critical Information
  • LA County Client Information [EDIT]
  • Program Enrollment From Service Track [ADD]
  • Program Listing By Agency and Worker
  • Worker Role (to a client or in a workgroup) Table
  • Program Enrollment [Edit]
  • Type of Admission
  • Admission Necessity Code
  • Yes No Unknown Table
  • Level of Hold
  • Conservator Court Status
  • Source Of Admission
  • AXIS IV (Psychosocial and Environmental Problems) [ADD]
  • Diagnosis - (Axis IV problems)
  • Diagnosis General - LA DMH SF Subform
  • Diagnosis Search Service
  • Priority Table
  • Diagnosis Status
  • Type of Diagnosis
  • Staff - All (by Staff ID)
  • Primary Diagnosis for a Person (by People_ID)
  • Type Of Discharge
Scenario 1: LA IBHIS - Allow Outpatient Episodes To Be Opened With Multiple Legal Entities
Specific Setup:
  • A client will exist that has all the needed information filled in to Admit into the LA IBHIS System.
  • At least two outpatient programs assigned to the IBHIS code of "00543" in the myEvolv System. In this example they will be the "Outpatient Program1" and "Outpatient Program2".
  • At least one outpatient program assigned to the IBHIS code of "01946" in the myEvolv System. In this example this will be "Outpatient Program3".
  • At least one inpatient program assigned to the IBHIS code of "00543" in the myEvolv System. In this example it will be "Inpatient Program1".
  • An enrollment record is created for an outpatient program, "Outpatient Program1". This client has not been admitted into the IBHIS System.
Steps
  1. Navigate to the " LA County Client Information" form.
  2. Validate the enrollment record in the precondition displays in the "IBHIS Related Program Enrollments on Record" SubReport. In this example "Outpatient Program1".
  3. Validate there is no episode attached to the record.
  4. Navigate to the IBHIS System.
  5. Admit the client.
  6. Validate an episode number is generated, In this example it will be "1".
  7. Refresh the myEvolv form.
  8. Validate the episode displays on the "IBHIS Related Program Enrollments on Record" SubReport. This will be on the "Outpatient Program1" record.
  9. Enroll the client into the third outpatient program, assigned to "01946". In this example this will be "Outpatient Program3".
  10. Admit the client into the IBHIS system.
  11. Validate this program has the next episode number assigned. In this example it will be "2".
  12. Refresh the myEvolv Form.
  13. Validate the sub report is updated with the correct episode number.
  14. Add a 3rd enrollment record to a third outpatient program, assigned to "00543". In this example it will be "Outpatient Prorgram2".
  15. Admit the client to this program in the "IBHIS" system.
  16. Validate the episode number is the same episode as in the first program. In this example it will be "1". In this example "Outpatient Program2" and "Outpatient Program1" will have the same episode number.
  17. Refresh the myEvolv Form.
  18. Validate the episode number is updated with the correct episode number.
  19. Add an inpatient program enrollment record to IBHIS Code "0543". In this example "Inpatient Program1".
  20. Admit the client to the IBHIS System.
  21. Validate the episode number is the next incremented value. In this example "3".
  22. Refresh the myEvolv Form.
  23. Validate the episode number is updated with the correct episode number.
Scenario 2: LA IBHIS - Validate Diagnosis Functions With Multiple Episodes
Specific Setup:
  • A client will exist that is enrolled in at least three episodes, At least one inpatient episode and 1 outpatient episode will exist.
  • One of the episodes will be for a program code of "00543" in the myEvolv system, the other "01946".
  • The diagnosis will occur after the start dates of the episodes.
Steps
  1. Navigate to the "LA County Information" form.
  2. Validate the Diagnosis in the precondition exists on the form.
  3. Access the link for sending data to LA County.
  4. Select the first episode.
  5. Validate the "Evolv Diagnosis Information" displays the diagnosis from the precondition.
  6. Validate the "LA County Diagnosis Returned By GetClientDiagnosis" displays "No records to display".
  7. Select the "Create Client Diagnosis".
  8. Wait for the process to complete.
  9. Validate the "LA County Diagnosis Returned By GetClientDiagnosis" contains the same information as the "Evolv Diagnosis Information".
  10. Redo the above steps with each episode.
  11. Validate the information is updated in the "LA County Diagnosis Returned By GetClientDiagnosis" section.
Scenario 3: LA IBHIS - Validate Discharging and Enrolling Creates A New Episode
Specific Setup:
  • A client exists that has multiple programs in the same episode.
  • The same client has other episodes that exist for other programs.
Steps
  1. Navigate to the "Enrollment" form.
  2. Discharge the client from the 2 programs that share the same episode.
  3. Set the discharge date to an earlier date and time then the current date.
  4. Fill in the required fields for the IBHIS system, in myEvolv, that need to be filled in.
  5. Navigate to the IBHIS system.
  6. Select the episode and discharge the client.
  7. Validate the myEvolv system shows the two programs that shared the episode as discharged.
  8. Create a new enrollment record for a program that the client was discharged from.
  9. Set the enrollment date after the discharge date above.
  10. Validate the myEvolv SubForm shows no episode on that program.
  11. Enter the IBHIS system and admit the client.
  12. Validate the episode is the next incremental value on the list.
  13. Validate the episode number is not duplicated for this enrollment.
Topics
• LA IBHIS
ECS-58253 Summary | Details
11.0.0025.04, 11.0.0050.01, 11.0.0075, 11.0.0000.09
270 Eligibility Files
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • 270 Output Ready
  • Billing Batch Claims Review
  • 270 Output File
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
  • Finance > Imports/Exports > Exports > Eligibility Requests (270)
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information 270-271 Setup [EDIT]
  • EligibilityManager
Scenario 1: Send 270 to RevConnect From Billing Run
Specific Setup:

Claim receiver "Output 270 in 5010 format" enabled under "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Filter for desired Receiver.
  3. Take note of "Run Description".
  4. Click Actions > Request Eligibility (270).
  5. Download the file.
  6. Validate the output has single file and has "5010" in the code.
  7. Validate the output does not have "4010" in the code.
  8. Click Send to RevConnect.
  9. Validate "270 submitted to SFTP" message.
  10. Click the Claims link.
  11. Click "Request Eligibility (270)".
  12. Download the file.
  13. Validate the output has single file and has "5010" in the code.
  14. Validate the output does not have "4010" in the code.
  15. Click Send to RevConnect.
  16. Validate "270 submitted to SFTP" message.
  17. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  18. Validate Description cell matches step 3.
  19. Validate Status "File Sent".
Scenario 2: Validate 270 Output File Honors "Output 270 in 5010 format" Option
Specific Setup:

Available Claim receiver to edit under "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".

Steps
  1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
  2. Select a receiver and enable:
  3. Break File on Max Clients
  4. Break File on new Provider
  5. Output 270 in 5010 format.
  6. Click Save.
  7. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  8. Find/create request 270 file with receiver from step 2.
  9. Select "Generate Output File".
  10. Validate the output zip has multiple files and they all have "5010" present in output file.
  11. Validate "4010" is not present in output file.
  12. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
  13. Select same receiver and disable:
  14. Break File on Max Clients
  15. Break File on new Provider
  16. Output 270 in 5010 format.
  17. Click Save.
  18. Navigate to Finance > Imports/Exports > Exports > Eligibility Requests (270)
  19. Select "Generate Output File" for the same 270.
  20. Validate the output has single file and has "4010" present in file.
Topics
• Finance • Finance Setup
ECS-58276 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05, 11.0.0000.09
835 Remittance Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Report: Claim Remittance Report
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • Claim Remittance Transactions Subform
  • Report: Claim Details Report
  • Claims Maintenance Form Set
  • AR Management
  • Cash Receipts for Remittance
  • ActionsView
Scenario 1: Validate 835 Payment Withdrawal and Full Payment
Specific Setup:
  • Requires an "835 Remittance" with valid claims.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" button.
  3. Select "Upload 835".
  4. Select desired "835 Remittance" file.
  5. Set "Deposit Date".
  6. Click "Upload" button.
  7. Wait for "835 File" to process.
  8. Click "Actions" button.
  9. Select "Remittance Report".
  10. Click on desired "Claim" link.
  11. Click "Submissions" tab.
  12. Validate the "Claim Remittance Status" contains "Paid".
  13. Validate the "Claim Submission Balance" contains $0.00".
  14. Repeat steps 2-6 for same file.
  15. Validate "This remittance has already been processed." message.
Scenario 2: Validate Remittance With Multiple Payments On Same Service Line
Specific Setup:
  • Requires a "Multi Service Line" claim.
  • Requires a "Remittance" with multiple payments for one of the service lines.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and select "Upload 835".
  3. Select desired remittance file.
  4. Click "Upload".
  5. Validate file uploaded.
  6. Navigate to "Finance > Claim Maintenance > Automatic > Submissions".
  7. Select desired claim from remittance.
  8. Open the submission.
  9. Validate the "Submission" contains both payment statuses from the remittance.
Scenario 3: Validate Remittance Upload With CAS Info In Service Line
Specific Setup:

An 835 file that includes CAS information at service line level for single service line claim(s).

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Upload 835 file.
  3. Validate that the CAS information has been applied to the claim.
Topics
• Finance