myEvolv NX 11.0.0000 Acceptance Tests

ECS-44309 Summary | Details

"Process Overnight" Option For Immediate Billing Run Requests

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

All People with Benefit Assignments with LOS
Billing Batches Management
Billing Run Request Limit People Subform
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: “Process Overnight” Checkbox To Execute An Immediate Billing Request During The Overnight Scheduled Job

Specific Setup:

Client has service(s) that are ready to bill.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create a New Billing Run.
Set parameters for the desired run.
Check off "Process Overnight".
Upon completion of overnight/recurring billing job, validate that the request has completed and created claim(s).

Topics

• Finance

ECS-45878 Summary | Details

Uploaded Documents Being Opened From Hyperlink

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

Client Search
Physical Characteristics [ADD]
Physical Characteristics [EDIT]
Select File for Upload

Scenario 1: Validate Document Can Be Opened From Listing

Specific Setup:

Formset member where default form has the document field "Is Listed" is checked. (Physical Characteristics was used for this test).

Steps

Navigate to "Client > Client Information > Personal Information > Physical Characteristics".
Click "Select Client", enter your desired Client, and click Search.
Add new Physical Characteristics under "Add New".
Upload document, fill out the form and click "Save".
Click on the hyperlink under "Document Test" column.
Open the downloaded link.
Verify the document has the same information as the Event.

Topics

• Client • Event Setup

ECS-45938 Summary | Details

Clinical Note Type

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

Event Categories - System Modifiable
Event Categories - System Not- Modifiable
Event Categories/People - User Modifiable
Event Definition User - People [EDIT]
Event Definition User - System Modify [EDIT]
Event Definition User - System not mod [EDIT]
Event Definitions - People Based Form Set
System Events Modifiable Form Set
System Events Not Modifiable Form Set

Scenario 1: ONC Clinical Note Type

Steps

Navigate to "Setup > Event Setup > People > Events Setup".
Select desired Event Category.
Select desired Event.
Verify "Clinical Note Type" exists in the service form.
Click Close.
Navigate to "Setup > Event Setup > System-Modifiable > Events Setup".
Select desired Event Category.
Select desired Event.
Verify "Clinical Note Type" exists in the service form.
Click Close.
Navigate to "Setup > Event Setup > System-Not Modifiable > Events Setup".
Select desired Event Category.
Select desired Event.
Verify "Clinical Note Type" exists in the service form.
Click Close.
Navigate to "Agency Setup > Event Setup > People > Events Setup".
Select desired Event Category.
Select desired Event.
Verify "Clinical Note Type" exists in the service form.
Click Close.
Navigate to "Agency Setup > Event Setup > System-Modifiable > Events Setup".
Select desired Event Category.
Select desired Event.
Verify "Clinical Note Type" exists in the service form.
Click Close.
Navigate to "Agency Setup > Event Setup > System-Not Modifiable > Events Setup".
Select desired Event Category.
Select desired Event.
Verify "Clinical Note Type" exists in the service form.
Click Close.

Topics

• Agency Setup • Event Setup • Setup

ECS-45941 Summary | Details

Send ClinicalNoteFinalized Messages

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

Billable Diagnosis for a Client with BA diagnosis
Client Participation Response
Client Search
Client Service Entry
Cue Type
Plan Goals (Event)
Program Setup - No Care Day/Respite [EDIT]
Service Plan Details (non-goals)
SupervisorModule
Treatment Plan 2 Event Link Subform

Scenario 1: Send ClinicalNoteFinalized

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-46435 Summary | Details

Lab Narratives and Notes Will Be Sent in the SDK Message

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

Client Search
Generic Lab Tests [ADD]
Notes - Subform [ADD]
Additional Notes - Subform Subform
Program by Client's Service Track and Service
Provider Sites by Program

Scenario 1: Validate Imaging Notes Narrative

Steps

Internal Testing Only.

Scenario 2: Validate Laboratory Report Narrative

Steps

Internal Testing Only.

Topics

• Event Setup

ECS-46436 Summary | Details

Procedure Notes

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

Additional Notes - Subform Subform
Client Search
Client Service Entry
General Event [ADD]

Scenario 1: Validate Procedure Notes Narrative

Steps

Internal Testing Only.

Topics

• Event Setup

ECS-46441 Summary | Details

Send Assessment Data in ClinicalNoteFinalized

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

Client Search
Client Service Entry
Event Definitions - Service - by Category/Program
Other Activities - B2E Subform
SupervisorModule

Scenario 1: ClinicalNoteFinalized Includes Assessments

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-46447 Summary | Details

Send Assessment Data in ClinicalNoteFinalized

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

_ONC2 [ADD]
_ONC2 [EDIT]
Acceptance Level
Alert Types
b2E_ONC [EDIT]
Client Search
Client Service Entry
Event Definitions - Service - by Category/Program
Other Activities - B2E Subform
SupervisorModule

Scenario 1: Payload for ClinicalNoteFinalized Includes "Physical Exam" and "Review of Systems" Assessments

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• Third Party Solution

ECS-47593 Summary | Details

Sub-Contractor Services Import Template

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

Form
Import File processing Form Set
Import File Templates
ImportFileLog

Scenario 1: Validate Sub-contractor Import File With Comma in File Name Can Be Imported

Specific Setup:

Template available under Import File Processing.
Available staff import file with comma in file name (i.e importfile,name).

Steps

Navigate to "State Reporting > Files Processing/Generation > Import File Processing > Import File Processing".
Select a Template.
Click "Browse" and select an import file.
Click Save and verify a successful upload.
Open the new file.
Click the Invalid/All button(s).
Confirm your invalid/all file downloads.

Topics

• State Reporting

ECS-48671 Summary | Details

Treatment Plan Display Type Code

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

ABA Goal [ADD]
Client Search
DataType Codes
Form Families - Client Mode
Interface Design Form Set
NX FIELD [EDIT]
ServicePlanForm
ServicePlanList

Scenario 1: Display Type Code on Statement Fields in Treatment Plan Are Preserved After Upgrades

Specific Setup:

Access to Form Designer.
Client Enrolled in Program.
Program contains Treatment Plan with Statement Field with "Display Type Code"=Remarks.

Steps

Navigate to "Setup > User Tools > Interface Design > Form Designer".
Select a "Form Family".
Pin a Treatment Plan Form List.
Change the Statement Field "Display Type Code" of a Treatment Plan to be a "Memo Field" instead of a "Remark".
Wait for system upgrade.
Navigate back to "Setup > User Tools > Interface Design > Form Designer".
Select the same "Form Family".
Pin the same Treatment Plan Form List.
Validate the Statement Field "Display Type Code" of the Treatment Plan to be "Memo Field".

Topics

• Client • Setup

ECS-49452 Summary | Details

Validate Services Provided on Active Treatment Plans

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

Client Search
Client Service Entry

Scenario 1: Validate Services Provided to Active Treatment Plan Interventions

Specific Setup:

Navigate to "Setup > Treatment and Tests > Treatment Setup > Objectives Library".
Create an "Objective".
Check off "Is Active" field.
Add the "Service Event".
Navigate to "Setup > Treatment and Tests > Treatment Setup > Methods Library".
Create a "Method".
Check off "Is Active" field.
Add the "Service Event".
Navigate to "Setup > User Tools > Interface Design > Form Designer".
Select Form Family "Activities - People".
Select the desired form
Create a new "EventLog Field" on the desired form.
Add desired "Order", " Column Name", and "Caption".
Add "Data Type(s)" as "Foreign Key ID".
Check off " Is Visible".
Check off " Is Modifiable".
Within the " Look-up Table Used" field, select "Treatment Plan Objs and Meths Library (by Event)".
Update the "Depends On Other" field with getFormElement('people_id').
Update the " Depends On" field with "Type".
Check off the "Refresh Dependencies" field.
Save Form.

Steps

Setup > Treatment and Tests > Treatment Setup > Objectives Library.
Setup > Treatment and Tests > Treatment Setup > Methods Library.
Setup Event with new Look Up Table (LUT)
Enter Service Event and validate that the LUT selects the current active Treatment Plan.

Scenario 2: Validate Services Provided to Active Treatment Plan CS

Specific Setup:

Navigate to "Setup > Treatment and Tests > Treatment Setup > Objectives Library".
Create an "Objective".
Check off "Is Active" field.
Add the "Service Event".
Navigate to "Setup > Treatment and Tests > Treatment Setup > Methods Library".
Create a "Method".
Check off "Is Active" field.
Add the "Service Event".

Navigate to myEvolv NX

Navigate to "Setup > User Tools > Interface Design > Form Designer".
Select Form Family "Activities - People".
Select the desired form
Create a new "EventLog Field" on the desired form.
Add desired "Order", " Column Name", and "Caption".
Add "Data Type(s)" as "Foreign Key ID".
Check off " Is Visible".
Check off " Is Modifiable".
Within the " Look-up Table Used" field, select "Treatment Plan Objs and Meths Library (by Event)".
Update the "Depends On Other" field with getFormElement('people_id').
Update the " Depends On" field with "Type".
Check off the "Refresh Dependencies" field.
Save Form.

Steps

Setup > Treatment and Tests > Treatment Setup > Objectives Library.
Setup > Treatment and Tests > Treatment Setup > Methods Library.
Setup Event with new Look Up Table (LUT)
Enter Service Event and validate that the LUT selects the current active Treatment Plan.

Topics

• Forms • Treatment Plans

ECS-49462 Summary | Details

New Status and Actions for Failed Billing Runs

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

Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Immediate Billing Run Request [EDIT]

Scenario 1: Validate Reprocess Status On A Failed Billing Runs

Specific Setup:

Requires a "Billing Run" that is in "Failed" status.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "Actions" button on billing run with "Failed" status.
Validate "Actions" drop down list contains "Delete Request, Edit Billing Request and Reprocess".
Select "Reprocess".
Validate the status contains "Reprocess".
Wait for "Billing" to run.
Validate the billing run has reprocessed and claims have been generated.

Scenario 2: Validate Edit Billing Request On Failed Billing Status

Specific Setup:

Requires a "Billing Run" with a "Failed" status.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "Actions" button on billing run with "Failed" status.
Validate "Actions" drop down list contains "Delete Request, Edit Billing Request and Reprocess".
Select "Edit Billing Request".
Edit the billing request and click "Proceed".
Wait for "Billing" to run.
Validate the billing run has reprocessed and claims have been generated.

Topics

• Finance

ECS-49724 Summary | Details

AR Management and Replacement Type Claim

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 Maintenance NX Form Set

Scenario 1: Validate Replacement Claims Are Visible In AR Management

Specific Setup:

Requires claims where "Claim Type" is listed as "Replacement".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set "Search Parameters" to desired settings to search for desired "Replacement Claim".
Click "Search".
Validate the system returns the desired claim.

Topics

• Finance

ECS-50116 Summary | Details

ListClientRecordedStatus Message

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

1. Simple Service Entry [ADD]
Billable Diagnosis for a Client with BA diagnosis
Client Search
Client Service Entry
Standard Codes - Condition Clinical Status
Standard Codes - Condition Verification Status

Scenario 1: ListClientRecordedStatus Support Added

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-50117 Summary | Details

Previous Names SubForm

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

Client Personal Information [EDIT]
Client Search
Name History [ADD]
Name History Subform
Salutation

Scenario 1: Previous Names SubForm

Steps

Internal Testing Only.

Topics

• Client

ECS-51148 Summary | Details

Workflows Performance Improvements

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

Client Search
Initial Enrollment for New Person [ADD]
Person Information [ADD]
Program Listing By Agency and Worker
Wizard
Wizard Search
Worker Role (to a client or in a workgroup) Table
Client Service Entry
Location Table (Service)
Outside Organizations - distinct
Placement Events by Agency/Program - People2
Provider Sites by Program (Vacancy)
Referral Reason Table
Staff - Service Providers (Caseloads - Zip Zones)

Scenario 1: Validate Workflow Triggers Based on Program Enrollment

Specific Setup:

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

Steps

Navigate to " Client > Client Information > Critical Information > Enrollment Information".
Create a new client.
Enroll the client into a program that will trigger the workflow.
Navigate to "Client > Reports > At a Glance > Scheduled/ Due Tasks".
Validate the desired scheduled event has been scheduled.

Scenario 2: Validate Workflow Schedules Based on Recurring Interval

Specific Setup:

Requires an ongoing workflow where first task triggers at X amount of days and recurring events trigger at different number of days.
Scenario uses program enrollment as a trigger.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Click "Select Client" button and click "New".
Fill in required fields to enroll a new client into a program.
Validate workflow triggers desired event with correct due date.
Complete the event with today's date.
Validate the workflow triggers the second event using the recurring schedule.

Topics

• Resource Families • Routing • Treatment Plans • Workflows

ECS-51234 Summary | Details

Option for Military Time in BedBoard

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

Agency [EDIT]
Referral to Program from Outside Source [Edit]
Service Facilities Form Set
Service Facilities Listing
Service Facility [EDIT]
Taskbar > BedBoard > BedBoard > BedBoard
Time Zones

Scenario 1: Bed Board Expected Time of Arrival for Referral

Specific Setup:

Program, Facility, and Unit are configured to show in BedBoard.
Person with Accepted Referral to Program/Facility/Unit.

Steps

Navigate to "Agency Setup > Agency > Agency > Agency Information" ensure the field "Use Military Time for Upcoming Stays" is present and unchecked.
Navigate to "Agency > Service Locations > Sites/Residentials > General Information". Select the "Facility from preconditions" and set the "Time Zone" to match workstation.
Navigate to "Referral > Referrals Made > To Programs > Referral Information]". Ensure the field "Target Enrollment Date" allows you to specify both a date and time.
Set the "Target Enrollment Date" to be a date in the future, and ensure the time is not set to 12:00AM.
Navigate to "Taskbar > BedBoard > BedBoard > BedBoard".
Locate "Unit" and "Referral", confirm time displays in standard format.
Navigate to "Agency Setup > Agency > Agency > Agency Information" and check "Use Military Time for Upcoming Stays", save.
Navigate to "Taskbar > BedBoard > BedBoard > BedBoard".
Locate "Unit" and "Referral", confirm time displays in Military format.

Topics

• BedBoard

ECS-51659 Summary | Details

Notify Schedule Form

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

Event Categories Listing (No new)
Event Definition - Notify Schedule [EDIT]
Event Notification Form Set
EvolvCS Client [EDIT]

Scenario 1: Validate Notify Schedule Form

Steps

Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Go to "Scheduling/Workflow Settings" section.
Verify 'Notify Staff (Days Before Event is Due)' and "Notify Client (Days Before Event is Scheduled)" are not listed as required.
Navigate to "Setup > Event Setup > Notification Setup > Events Setup".
Click on the "Event Category" button.
Select "Activities" from the Category list.
Select desired Event.
Verify the "Notifications" section exists.
Verify 'Notify Staff (Days Before Event is Due)' and "Notify Client (Days Before Event is Scheduled)" are not listed as required.
Click Close.

Topics

• Event Setup • Setup

ECS-51710 Summary | Details

E-Sign and Signature

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

Activities Long Form without Other Acts [ADD]
Activities Long Form without Other Acts [DELETE]
Activities Long Form without Other Acts [VIEW] *APPROVED*
All Clients With Security Listing by PeopleID
Client Search
Client Service Entry
General Service Note (auto date) [ADD]
General Service Note (auto date) [DELETE]
Print Preview
SupervisorModule

Scenario 1: Validate E-Sign/Submit Event Only Displays One Signature per Signer/Submitter in Print Preview

Specific Setup:

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

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select a Client.
Add a submit event.
Fill form, save and submit.
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Approve the event.
Navigate to "Client > Case Management > Service Management > Service Entry".
Reopen the event.
Print preview the form.
Validate only one signature per staff is displayed (Name, Job Title, Credentials).
Navigate back to "Client > Case Management > Service Management > Service Entry".
Add an e-sign event.
Fill form, save and e-sign.
Reopen the event.
Print preview the form.
Validate only one signature per staff is displayed (Name, Job Title, Credentials).

Topics

• Client

ECS-51722 Summary | Details

Auto-Actions for Remittances

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

All Clients With Security Listing by PeopleID
AR Management
Billing Plan Setup NX [EDIT]
Cash Receipts for Remittance
ContractsRatesSetup
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set

Scenario 1: Validate Default Remittance Action For Manual Remittance

Specific Setup:

Requires a "Plan/Contract" with "Default Remittance Actions" defined.
Requires a "Claim" than can be remitted.
Requires one "Manual Remittance".

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
Select desired "Payer".
Edit desired "Plan/Contract".
Click "Default Remittance Actions" in the "Navigation Pane".
Check the flag "Apply Auto Actions to Manual Remittance".
Save.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for desired claim
Add "Denial" status to the claim.
Save.
Validate after save the claim has the desired action set from the "Default Remittance Actions".

Topics

• Finance • Finance Setup

ECS-52082 Summary | Details

Agency Referral Wizard Time Field

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

New Referral to the Agency [ADD]
Person Information [ADD]
Referral Reason Table
Referral Search
Referral Source - Referral In
Wizard

Scenario 1: Validate Agency Referral Wizard Time Field Accepts Correction After Error

Specific Setup:

Ability to add referral client.

Steps

Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
Click Search and create New Referral Wizards and select Default Referral Wizard.
Enter Last Name, First Name, and Gender, then click Proceed.
Click "Create New Person" then click Proceed.
Click Proceed and don't enter Family Information.
Enter Referral Date then enter Referral Time "11.089 AM" (purposefully invalid).
Fill remaining required fields and click Finish.
Validate error message appears for invalid date/time.
Modify the referral time to be valid "11:30 AM".
Click Finish and verify the error message doesn't appear.

Topics

• Referral Application

ECS-52318 Summary | Details

Box 24F and CMS-1500 Claim Output

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

Alternative Claim Output
Billing Batches Management
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
FinanceClaims
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: Validate CMS 1500 Claim Output In Box 24F

Specific Setup:

"Claim Receiver" is set to output using a "CMS-1500" format.
Claims have been created for Submitter associated with Claim Receiver.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Locate "Billing Run" which has "Claim" from preconditions.
Click on "Claims" and "Open Batch".
Create output for "CMS 1500".
Validate "Box 24F" has desired claim information.
Validate subsequent line does not have any claim information or "00".

Topics

• Finance • Finance Setup

ECS-52383 Summary | Details

Diagnosis Group and Qualifying Services

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

All People with Benefit Assignments with LOS
Billable Diagnosis for a Client with BA diagnosis
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
Client Search
Client Service Entry
FinanceClaims
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: Validate Diagnosis APG Group Based Off Qualifying Service

Specific Setup:

Requires a client enrolled into a program that is set up to bill "Facility Placement" services.
Payer/Plan for the client should be set up to bill "Facility Placement" services where qualifying services are required.
Qualifying Services should be checked with "Diagnosis Required".
Rate History should be set up with at least 2 different rates.
1st rate has "Is Rate specific for Diagnosis Group" checked, but no diagnosis group defined.
2nd rate has "Is Rate specific for Diagnosis Group" and a diagnosis group defined.
Client should have at least two diagnosis, one in the "Diagnosis Group" and one not listed in the "Diagnosis Group".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Enter desired "Qualifying Event".
Add a diagnosis to the event that is not in any of the "Diagnosis APG" groups listed on the rate.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Start New Billing Run".
Enter required fields to bill the facility placement for the client selected in step 2.
Wait for billing to run.
Validate the claim generated is for the desired "Diagnosis APG Rate" that does not have "APG Group" set.
Click on the claim link to open the claim.
Validate the "Qualifying Services" SubReport contains the desired qualifying service.
Navigate to "Client > Case Management > Service Management > Service Entry".
Enter another "Qualifying Event".
Add a diagnosis to the event that is in the "Diagnosis APG" groups listed on the rate.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess the billing run.
Validate the claim generated is now for the rate that that has the "Diagnosis APG Group" set.
Click on the claim link to open the claim.
Validate the "Qualifying Services" SubReport contains the both of the qualifying service.

Topics

• Finance • Finance Setup

ECS-52520 Summary | Details

Changes to Demographics Tab on Client Finance Related Standalone

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

Billing Batch Claims Review
Client Billing Information [EDIT]
Client Finance Related Information Form Set
Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
Finance Header

Scenario 1: Client Finance Related Information Standalone Form Displays Client ID

Specific Setup:

Test system must have billing runs with claims associated.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click on "Claims" hyperlink to launch "Billing Batch Claims Review" for a batch.
Click on the "Client Name" hyperlink for a client in the batch.
Validate the "Demographics" tab of the "Client Finance Related Information" standalone has loaded.
Validate that "Person", "Address" , "Diagnoses Information" and "Collaterals" are available on "Demographics".
Click "Benefit Assignment" tab to see details of benefit assignments for this individual.
Click "Billing Authorizations" tab to see details of billing authorizations for this individual.

Topics

• Finance

ECS-52529 Summary | Details

Improved Performance of Claim Listing Search

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

Claim 2.0 [EDIT]
Claim Submission Subform 2.0 [VIEW]
Claims Maintenance NX Form Set

Scenario 1: Claim Listing Search

Specific Setup:

Large amount of finance claims.

Steps

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

Topics

• Finance

ECS-52728 Summary | Details

Payer Type is Supported in "Insurance PoliciesCreated" Messages

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

Benefit Assignment [ADD]
Benefit Assignment [EDIT]
Client Search
Payers of Agency
Plans/Contracts by Staff
Relationship - Family Table

Scenario 1: Insurance Policies Being Sent via Events

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-52742 Summary | Details

Program Enrollment Selection When Launching OrderConnect

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

Agency [EDIT]
Client Personal Information [EDIT]
Client Search
Program Enrollments For Use With OrderConnect
Browser
Client Service Entry
General Event [ADD]
Generic Lab Tests [ADD]
My Client Information Form Set
Critical Information
Program Enrollment [Edit]

Scenario 1: Agency Information - Validate Order Connect "Enable Program Selection" On Form

Specific Setup:

A client exists that can be used.
Order Connect is set up on the system.
Access at least one form with the "Order Connect" button.

Steps

Navigate to "Agency Setup > Agency > Agency > Agency Information".
Validate the check box field "Enable Program Selection" displays.
Check mark the field,
Uncheck the field.
Check mark the field.
Save the form.
Validate the check mark displays.
Navigate to one of the forms to access "Order Connect".
Select a client.
Validate the "Program Enrollments For Use With Order Connect" look up table displays.
Exit out of the look up table and order connect.
Navigate to "Agency Setup > Agency > Agency > Agency Information".
Validate the check box field "Enable Program Selection" displays.
Uncheck the field.
Save the form.
Validate the check mark does not display.
Navigate to one of the forms to access "Order Connect".
Select a client.
Validate the "Program Enrollments For Use With Order Connect" look up table does not display.

Scenario 2: Agency Information - Validate Order Connect "Enable Program Selection" Only Displays Active Programs

Specific Setup:

Order Connect is enabled.
The "Agency Information" setting, "Enable Program Selection" is check marked.
A client exists with multiple programs.

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Select the client.
Click the "Order Connect" button.
Validate the "Program Enrollments For Use With OrderConnect" displays.
Validate the filters function.
Validate "Other" will display.
Validate the client "Programs" display.
Select any value.
Validate the Order Connect window displays.
Close Order Connect.
Click the "Order Connect" button.
Click the "Close (x)" button in the look up table.
Validate the Order Connect window opens.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "My Clients" Widget.
Select the "Open Formset" for the client.
Select the "Demographics"
Click the "Order Connect" button.
Validate "Other" will display.
Validate the client "Programs" display.
Select any value.
Validate the Order Connect window displays.
Repeat the test for the Service Entry area, "Client > Case Management > Service Management > Service Entry".
Repeat the test for labs, "Client > Client Information > Health Information > Lab Tests".

Scenario 3: Agency Information - Validate "Program Enrollments For Use With Order Connect" Look Up Displays Programs Of Client

Specific Setup:

A client exists that has one active program enrollment.
Order Connect is configured to be used.

Steps

Select the client that is enrolled.
Navigate to a form with the "Order Connect" button.
Click the "Order Connect" button.
Validate the "Program Enrollments For Use With Order Connect" display.
Validate the enrolled program displays.
Validate "Other" displays.
Navigate to the "Client > Client Information > Critical Information > Enrollment Information".
Select the Correct/Close the Program Enrollment and enter an end date of the current date.
Save the record.
Navigate to a form with the "Order Connect" button.
Click the "Order Connect" button.
Validate the "Program Enrollments For Use With Order Connect" display.
Validate "Other" displays.
Validate the "Inactive" program does not display.
Navigate to the "Client > Client Information > Critical Information > Enrollment Information".
Select the Correct/Close Program Enrollment option.
Remove the "End Date" to make the program active.
Navigate to a form with the "Order Connect" button.
Click the "Order Connect" button.
Validate the "Program Enrollments For Use With Order Connect" display.
Validate "Other" displays.
Validate the program just modified displays.

Topics

• Agency • Agency Setup • OrderConnect

ECS-52743 Summary | Details

HL7 Codes For Program Type

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

Client Information Screen Form Set
Client Search
Critical Information
Placement Events by Agency/Program - People2
Program Enrollment From Service Track [ADD]
Program Listing By Agency and Worker
Program Type Setup [EDIT]
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Standard Codes - Program
Worker Assignment - Primary Worker [ADD]
Worker Role (to a client or in a workgroup) Table

Scenario 1: HL7 Code For Program Type

Steps

Internal Testing Only.

Topics

• Agency • Agency Setup

ECS-52746 Summary | Details

Diagnostic Reports

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

Client Search
Diagnostic Report [ADD]
Diagnostic Report [EDIT]
Lab Test Type
LOINC-Lookup (All)
Staff - All (by Staff ID)
Standard Codes - Diagnostic Report Category

Scenario 1: Diagnostic Reports

Steps

Internal Testing Only.

Topics

• Client • Setup

ECS-52748 Summary | Details

Populate CarePlan Status With HL7 Standard Codes

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

Client Search
Goals Treatment Plan Depend on Category [ADD]
Methods Treatment Plan [ADD]
Objectives Treatment Plan [ADD]
Plan Development [ADD]
Problem Category Lookup - All
Problem Category Lookup - Not Safety Plan
Problems Identified (People/Category)
Program by Client's Service Track and Service
Provider Sites in Agency/Program/Services
Service Plan Development - B2E Subform
ServicePlanForm
ServicePlanList
Strengths Identified - Clients/Profiles - B2E Subform
Strengths Library
SupervisorModule
Supervisors with no new
Treatment Plan Library (by Category)

Scenario 1: CarePlan Status Value Added to Payload

Steps

Internal Testing Only.

Topics

• Supervisor • Treatment Plans

ECS-52749 Summary | Details

Treatment Plan Goal Status Codes

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

Goals Treatment Plan Depend on Category [REVIEW]
Program by Client's Service Track and Service
Provider Sites in Agency/Program/Services
Service Plan Development - B2E Subform
Service Plan Review Items
Service Plan Status
ServicePlanForm
ServicePlanList
SupervisorModule
Supervisors with no new

Scenario 1: CarePlanGoal Standard Code Form Line Added

Steps

Internal Testing Only

Topics

• Treatment Plans

ECS-52808 Summary | Details

Resubmit To Same With Cost Avoidance

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 Output Ready
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
FinanceClaims

Scenario 1: Validate Cost Avoidance Methodology On Resubmit

Specific Setup:

Requires a claim that has been billed to secondary payer and service is not billable to client's primary payor.
Receiver for the claim should have "Use Cost Avoidance Methodology" checked.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check
Set the parameters to search for the desired claim.
Add a denial status to the claim.
Click "Add Action"
Select "Resubmit" to the same payer.
Save.
Wait for billing to run.
Click on the second submission.
Click on the "Batch" link.
Click "Open Batch"
Click "Create Output".
Download the electronic file.
Validate the "837 Output" contains the "AMT*A8" segment.

Topics

• Finance • Finance Setup

ECS-52827 Summary | Details

Custom Outputs

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

Alternative Claim Output
Billing Batches Management
Billing Place of Service
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
Claims Maintenance Form Set
FinanceClaims
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: Validate Client Specific Custom Printout For Claims

Specific Setup:

Services have been billed.

Steps

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

Topics

• Finance • Finance Setup

ECS-53107 Summary | Details

Cost Center and Program Unit Linked to Claims Hierarchy

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

Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Provider Number Type
BillingProcessHistory
Claim 2.0 [EDIT]
Client Finance Related Information Form Set
Cost Center Definitions
Critical Information
FinanceClaims
Group Programs Subform
Payers of Agency
Payor-Facility License Link Subform
Plans/Contracts by Payer and Receiver
Program Enrollment [Edit]

Scenario 1: Validate Cost Center Hierarchy

Specific Setup:

System is set up with Cost Centers Units.
Requires at least one claim that can be reprocessed.
Claim is set up with "Cost Center" set on rate setup.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Search for desired claim.
Open the claim and validate it contains "Cost Center" from rate setup.
Close the claim.
Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select "Facility" associated with claim.
Scroll to "Programs/Services Operated".
Set the "Override Cost Center" on the program row associated with the claim.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess the batch.
Open claim.
Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Program Link".
Close claim.
Click on "Client" name link the "Billing Batch Claims Review" window.
Click on "Enrollment Information".
Click "Actions" on the program associated with the claim.
Select "Correct/Close Program Enrollment.
Click on
Save and Close.
Reprocess batch.
Open claim.
Validate "Cost Center Code" on "Accounting Info" is contains "Cost Center" set on "Program Enrollment".
Close the claim.
Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select "Facility" associated with claim.
Scroll to "Licensing".
Set the "Override Cost Center" on the Payor/Plan row associated with the claim.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess the batch.
Open claim.
Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Licensing Link".
Close claim.

Topics

• Client • Finance • Finance Setup

ECS-53143 Summary | Details

User Session For Users Not Allowed Multiple Logins

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
Agency by Managing Office
Staff Listing - Agency Employees (By People ID)
Staff with Security
Client > Case Management > Service Management > Service Entry
Simple Service Entry with Rating 2
Taskbar > System Maintenance > Application Maintenance > Utilities
Staff Information Form Set
Staff with Security [EDIT]

Scenario 1: NIAM Duplicate User

Specific Setup:

NIAM-enabled myEvolv environment.
NIAM-enabled myEvolv Staff member.
Access to Staff with Security for a non-NIAM Staff member.

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select the non-NIAM Staff.
Enter the NIAM Staff's Username in the "NIAM Username" field.
Click on the "Save" button.
Verify an alert is displayed preventing the use of that Username again.

Scenario 2: Validate Snapshot Saves after Job to Reset Login Session

Specific Setup:

Requires access to "Client > Case Management > Service Management > Service Entry" and an existing event that may be signed.
Requires access to "Taskbar > System Maintenance > Application Maintenance > Utilities" and the ability to run Utilities.
Requires Audit Snapshot enabled.

Steps

Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
Run the "Enable Job to Reset Login Sessions" job.
Navigate to "Client > Case Management > Service Management > Service Entry" and select a Client.
Sign an event.
Wait for the session to time out overnight.
The next day, log back in.
Open the event that was signed previously. Confirm that the snapshot has saved.

Scenario 3: Validate Allow Multiple Login Honors Field When Disabled

Specific Setup:

Two available stations to log in from.
Access to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select User that is currently logged into Station 1.
Click agency login row and Validate "Allow Multiple Login" is disabled.
Log into User from Station 2.
Validate "You have an open session from another location. Would you like to end that session to continue? Any unsaved work might be lost." prompt appears.
Click Login button.
Validate Station 2 logs into Desired User.
Wait and Validate logout prompt "This session was ended by logging in from another location" on Station 1 appears.
Log into User from Station 1 using the logged out window.
Validate "You have an open session from another location. Would you like to end that session to continue? Any unsaved work might be lost." prompt appears.
Click Login button.
Validate Station 1 logs into Desired User.
Wait and Validate logout prompt "This session was ended by logging in from another location" on Station 2 appears.

Topics

• Agency • Login • NIAM

ECS-53190 Summary | Details

Updates to Staff End Date Will Be Reflected in Mobile CareGiver+

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
Form Information
FrontDeskCheckIn
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]

Scenario 1: EvvResource.IsActive Based On Staff End Date

Steps

Internal Testing Only.

Topics

• Staff

ECS-53213 Summary | Details

Front Desk Calendar Interval Options

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

Active events by Program or Clinic2
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES

Scenario 1: Validate Appointments Align Correctly to Time Slot in Front Desk NX Calendar

Specific Setup:

Available appointments to be scheduled in Front Desk NX.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "View Calendar".
Select interval time of 25 min.
Select a Staff and Add an Appointment.
Save appointment and verify appointment aligns to correct time slot on calendar.
Open the appointment and change the scheduled time.
Save appointment and verify appointment re-aligns to correct time slot on calendar.

Topics

• Front Desk • Taskbar

ECS-53241 Summary | Details

Client Demographic Phone Number Notification

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

Client Personal Information [EDIT]
Client Search

Scenario 1: Validate Phone Number Is Saving As Null

Specific Setup:

Access to Client Demographics form

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Select a Client.
Enter a phone number for Day phone.
Save.
Delete the phone number after form reload, then save.
Verify cell phone notification is sent out.

Topics

• Client

ECS-53286 Summary | Details

Front Desk Deposit Slips

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

All Clients With Security Listing by PeopleID
Checks for a Clients Self Pay [ADD]
Checks for a Clients Self Pay in Front Desk Entry [ADD]
Checks for a Clients Self Pay Not Allowing Approve [ADD]
Client Related Task Walk Ins [ADD]
Client Search
Deposit Slip Only [ADD]
Deposit Slips not posted to Bank
Event Definitions with Security by Program
Facilities Listing by Program
Facilities Listing with Security
FrontDeskCheckIn
GL A/R Temporary Unallocated Account
GL Cash Accounts
Program by Person and Agency (Active)
Service and Attendance Facilities Listing
Staff - Service Providers (by Staff_id)

Scenario 1: Front Desk - Deposit Slips Selection

Steps

Navigate to "Client > Client Information > Personal Information > Self Pay Receipts".
Search and select desired Client.
Click the "Add New" button.
Select "Checks for a Clients Self Pay" from the New Events list box.
Click the "Deposit Slip" LUT button.
Click on the "Search" button.
Verify the search results exists.
Set the "Batch #" input box to a desired number.
Click Search.
Verify the search results exists.
Close out the search bar.
Close out the page.
Navigate to "Client > Client Information > Billing/Payment Information > Checks for a Clients Self Pay (Approval Not Avail)".
Click "Add New".
Select "Checks for a Clients Self Pay Not Allowing Approve" from the New Events list box.
Click the "Deposit Slip" LUT button.
Click on the "Search" button.
Verify the search results exists.
Set the "Batch #" input box to a desired number.
Click Search.
Verify the search results exists.
Close out the search bar.
Close out the page.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX"
Set the "Location" to a desired Facility.
Click the "Walk In" button.
Fill out the required fields.
Click Save.
Click the "Refresh" link.
Verify the "Self Pay" exists in the Appointment box.
Click the "Self Pay" button.
Click the "Deposit Slip" LUT button.
Click "New".
Fill out required fields.
Click Save.
Verify the recently created Batch Number cell exists.
Click Cancel.

Topics

• Client • Front Desk • Taskbar

ECS-53288 Summary | Details

Client Message Payload FHIR Update

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

Address by ZIP code Subform
Address Type Table
Client Personal Information [EDIT]
Client Search
Language Table
Standard Codes - Telecom Use Code Form Entry

Scenario 1: ClientUpdate Payload FHIR Updates

Steps

Internal Testing Only.

Topics

• Client

ECS-53292 Summary | Details

Gender Identity Support Added

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

Client Personal Information [EDIT]
Client Search
Gender Identity
Gender Table

Scenario 1: Gender Identity Added to Demographics Form

Steps

Internal Testing Only.

Topics

• Client

ECS-53293 Summary | Details

Send Allergy Verification Status and Clinical Status in Allergy CareFabric Messages

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

Allergy Symptoms Reactions
Client Search
Micromedex/Truven Allergy [ADD]
Micromedex/Truven Allergy [EDIT]
NX FIELD [EDIT]
People Allergy Symptoms Reaction Subform
Standard Codes - Allergy Clinical Status
Standard Codes - Allergy Verification Status
Standard Codes - Observation Interpretation
Standard Codes - Severity
Standard Codes - Status
Truven Allergy Lookup, Powered by Truven.

Scenario 1: Allergies - Form Updates For Verification Status and Clinical Status Look Up Tables

Specific Setup:

The Clinical Status field on the form is set to be Visible.
The Verification Status on the form is set to be Visible.
A client exists that will need an allergy.

Steps

Navigate to "Client > Client Information > Health Information > Allergies".
Select the client to be used.
Add a New Allergy
Select the Micromedex/Truven Allergy Event.
Validate "Verification Status" displays.
Validate the "Clinical Status" displays.
Click the "Verification Status".
Validate the "Standard Codes - Allergy Verification Status" look up table displays.
Validate the values in the look up table for Code, Description are:
confirmed, Confirmed
entered-in-error, Entered in Error
refuted, Refuted
unconfirmed, Unconfirmed
Click the "Clinical Status".
Validate the "Standard Codes - Allergy Clinical Status" display.
Validate the values in the look up table for Code and Description are:
active, Active
inactive, Inactive
resolved, Resolved.
Validate the codes and descriptions for both look up table can be searched on.
Fill the form in and save the form.
Edit the form.
Validate the records saved display.
Change a value.
Save the record.
Edit the record.
Validate the values changed were saved.
Delete the record.
Validate the record no longer displays.

Scenario 2: AllergyCreated - Verification Status and Clinical Status Field Values Added To Message

Steps

Internal Testing Only.

Scenario 3: AllergyCreated/AllergyUpdated - Validate ClincalStatus property Default to "resolved"

Steps

Internal Testing Only.

Scenario 4: AllergyCreated/AllergyUpdated - Validate ClincalStatus property Default to "inactive"

Steps

Internal Testing Only.

Topics

• CareConnect • Client • Forms

ECS-53294 Summary | Details

Holding Claim for No Primary Diagnosis

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

1. Simple Service Entry [EDIT]
Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Claim 2.0 [EDIT]
Client Search
Client Service Entry
FinanceClaims
All People with Benefit Assignments with LOS
Billing Run Request Limit People Subform
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: Secondary Diagnosis On Service Event - Claim Is Created And Not Held

Specific Setup:

Client has a primary diagnosis on client record with an end date.
Client has secondary diagnosis on client record.
Client Benefit Assignment does not have a diagnosis.
Client Billing Authorization does not have a diagnosis.
Claim Receiver has "Hold Claims if No Diagnosis" flagged.
Billing Procedure Code has "Diagnosis Required" flagged.
Service ready to bill has "Diagnosis Treated" populated with secondary diagnosis.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management" and create a "New Run" for Submitter associated with Client/services from preconditions.
Upon completion of "Billing Execution Interval", validate that the claim is not held when service has secondary diagnosis on "Diagnosis Treated".

Scenario 2: Add Other Diagnosis on Client Record, Which Overlaps Primary Diagnosis

Specific Setup:

Client has a primary diagnosis on client record with an end date.
Client has secondary diagnosis on client record.
Client Benefit Assignment does not have a diagnosis.
Client Billing Authorization does not have a diagnosis.
Claim Receiver has "Hold Claims if No Diagnosis" flagged.
Billing Procedure Code has "Diagnosis Required" flagged.
Services ready to bill:
Service 1 during active period of primary diagnosis.
Service 2 after primary diagnosis is end dated.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management" and create a "New Run" for Submitter associated with Client/services from preconditions.
Upon completion of "Billing Execution Interval", validate:
Claim for service 1 is not held for no Primary diagnosis.
Claim for service 2 is held for no Primary diagnosis.

Topics

• Finance • Finance Setup

ECS-53422 Summary | Details

Patient Statement Report Data Output

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

All Clients With Security for Reports
Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
Patient Statement
Report Parameters PickList
Report Selection Picklist

Scenario 1: Validate Patient Statement Excel Output Displays AR Balance

Specific Setup:

Requires a client with claims where this is a "Patient Unapplied Balance".

Steps

Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
Set desired parameters for the report.
Select "Patient Statement Report by Client" report selection.
Click "Excel" button.
Wait for "Excel" output to download.
Open "Excel" output.
Validate "AR_Balance" column contains desired patient unapplied balance.

Topics

• Finance • Reports

ECS-53427 Summary | Details

MyHealthPointe Client Balance

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

All Client Guarantors - Self Pay
Cash Receipt Maintenance 2.0 Form Set
Cash Receipts Maintenance NX
Cash Received - Credit Card [ADD]
Cash Received Maintenance (System) [EDIT]
Credit Card Brand
Credit Card Devices - All
Credit Card Manual Entry
Finance > Remittance Processing > Credit Card Payments > Payments

Scenario 1: myHealthPoint Client Balance Export Update

Steps

Internal Testing Only.

Topics

• Finance

ECS-53478 Summary | Details

Void Credit Card Payment

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

A/R Reporting 2.0 Form Set
Agency > Service Locations > Sites/Residentials > General Information
Cash Received - Credit Card
Credit Card Devices - All
Credit Card Devices SubForm
Finance > Remittance Processing > Credit Card Payments > Payments
Patient Statement Report
Service Facilities Listing

Scenario 1: CardConnect - Void Back Office Payment

Specific Setup:

CardConnect-enabled myEvolv environment.
Client has a payment made today via Back Office.

Steps

Navigate to "Finance > Remittance Processing > Credit Card Payments > Payments".
Select a Device.
Open the Payment record.
Check the "Void Payment" checkbox.
Click on the "Save" button.
Click on "OK".

Topics

• CardConnect

ECS-53518 Summary | Details

ProgramAdmission Payload Updated With RoleCode

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

Client Search
Critical Information
Initial Enrollment for New Person [ADD]
New Client Personal Information [EDIT]
Outside Organizations - distinct
Person Information [ADD]
Placement Events by Agency/Program - People2
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Referral Reason Table
Staff - Service Providers (Caseloads - Zip Zones)
Staff - Service Providers by Agency (2)
stcodes_all_codes_role_code
Wizard
Worker Assignment for Agency Intake Subform
Worker Assignments [EDIT]
Worker Role (to a client or in a workgroup) Table
Worker Role [EDIT]
Worker Role for Setups
Worker Roles Form Set
Standard Codes Maintenance Form Set
Value Set

Scenario 1: ProgramAdmission Role Code Included Within Payload

Steps

Internal Testing Only.

Scenario 2: Care Team Role Code Added to Medical Libraries

Specific Setup:

Access to "Setup > Medical Libraries Maintenance > Standard Codes > Codes Maintenance".

Steps

Navigate to "Setup > Medical Libraries Maintenance > Standard Codes > Codes Maintenance".
Click "Value Set" and select "Participant Roles".
Validate the dataset listing contains all new required records.

Topics

• Setup • Staff

ECS-53539 Summary | Details

Submit and Un-submit Rights in Staff Services

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

Client Search
Client Service Entry
Event Categories/People - User Modifiable
Event Definition User - People [ADD]
Event Definition User - People [EDIT]
Event Definitions - People Based Form Set
Forms by Event Category

Scenario 1: Validate Unsubmit is Available For The Submitter and Supervisor

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click on "Add Event" and select desired event.
Fill in required fields and save.
Submit the event for supervisor approval.
Once submitted, click on "Actions" button and validate "Unsubmit" option exist.
Log off and log in as the staff's direct supervisor.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Actions" button on the desired event.
Validate "Unsubmit" option is available.
Log off and log in as a different staff that is not staff's supervisor or a system administrator.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Actions" button on the desired event.
Validate "Unsubmit" option is not available.

Scenario 2: Staff Without Access To Submit/Un-Submit Other Staff Services in NX

Steps

Navigate to "Setup > Event Setup > People > Events Setup".
Click on "Add New" dropdown list and select "Event Definition User - People".
Fill out required fields.
Validate "Can Submit?" option is not available and click "Save".
Find the Event that was created in the "Events Setup" list.
Mouse over to the far right and click on the "Actions" dropdown list and click "Open Form".
Validate "Can Submit?" option is not available.
Click the Close button.

Scenario 3: Validate Submit/Un-submit Options For Staff Services

Specific Setup:

Must login with a user that does not supervise themselves.
Must login with a non-admin user that is not a supervisor of the first user.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Search for desired Client using "Search Client" bar.
Select desired Client.
Add an Event using "Add Event" and click Save.
Logout of user.
Login another user that isn't a supervisor to the previous one.
Navigate to "Client > Case Management > Service Management > Service Entry".
Search for Client that was recently used.
Select Client.
Mouse over to Event that was recently created and click on the "Actions" button.
Verify "Submit Service" does not exist.
Click on the Event.
Verify the "Submit" button does not exist.
Click the "Close" button.

Topics

• Client • Event Setup • Setup

ECS-53569 Summary | Details

Scheduled Tasks for Telehealth and Service Entry Screen

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

Client Related Task - New [ADD]
Client Related Task - New [DELETE]
Client Search
Client Service Entry
Simple telehealth test [ADD]
ADD Form -- Webpage Dialog
DELETE Form -- Webpage Dialog
Service Entry

Scenario 1: Validate Service Entry Screen to Show Visual Indicator that Scheduled Service is Telehealth

Specific Setup:

Available Telehealth event with "Is Telehealth" enabled in event setup.
Available Telehealth event with "Is Telehealth" disabled in event setup.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select Client and add Telehealth event that is enabled for "Is Telehealth" from setup.
Validate "Is Telehealth" checkbox is checked and not disabled.
Add Telehealth event that is disabled for "Is Telehealth" from setup.
Validate "Is Telehealth" checkbox is not checked and not disabled.
Schedule a Telehealth event that is enabled for "Is Telehealth" from setup.
Validate Is Telehealth checkbox is checked and disabled.
Fill form and save.
Validate status contains "Scheduled, Telehealth".
Schedule a Telehealth event that is disabled for "Is Telehealth" from setup.
Validate Is Telehealth checkbox is not checked and not disabled.
Fill form, check Is Telehealth checkbox and save.
Validate status contains "Scheduled, Telehealth".

Scenario 2: Validate User Added “is_telehealth” Form Line Does Not Display Under Service Related Encounter Information

Specific Setup:

Available event with custom "is_telehealth" form line added.
Available event with default Is Telehealth checkbox under Service Related Encounter Information.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select a Client and add the custom Telehealth event from setup.
Confirm "Is Telehealth" checkbox only appears under desired header.
Add the default Telehealth event.
Confirm "Is Telehealth" checkbox only appears under "Service Related Encounter Information" header.

Scenario 3: Validate Service Entry Screen Shows Visual Indicator that Scheduled Service is Telehealth

Specific Setup:

Available Telehealth event.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select Client and add Telehealth event.
Validate "Is Telehealth" checkbox exists and not disabled.
Fill form, check Is Telehealth checkbox and save.
Reopen event and validate Is Telehealth checkbox is still checked.
Edit the event and save.
Validate edits saved.
Reopen event and validate Is Telehealth checkbox is still checked.

Topics

• Client • Telehealth

ECS-53608 Summary | Details

Import Staff File

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

Import File processing Form Set
Import File Templates
Import Staff File Form Set
Staff Import Header
Staff Import Header [VIEW]
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Update Staff File
File Explorer
Upload Staff File

Scenario 1: Verify NIAM Fields Populate Successfully When Staff Import File Uploaded

Specific Setup:

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

Steps

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

Scenario 2: Validate Can Import Staff Without NIAM Fields Populated

Specific Setup:

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

Steps

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

Topics

• Agency

ECS-53609 Summary | Details

View Client Tasks

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

Client Search
Client Service Entry
Event Categories/People - User Modifiable
Event Definition User - People [EDIT]
Event Definitions - People Based Form Set
Events2doListing
Security for events by event Subform
Task Listing

Scenario 1: Validate Staff Are Not Able To View Events in the Client’s Calendar When Security Access Is Denied

Specific Setup:

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

Steps

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

Topics

• Agency Setup • Client

ECS-53630 Summary | Details

Billing Requests Flagged "Produce AP Only"

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

Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Billing-Rate-Service Setup Details(Auths)
Claim Maintenance - Manual 2.0 Form Set
Claims - Manual
Client Benefits Assignments with no Self Pay
Immediate Billing Run Request [ADD]
Rate Details
Submitter Information

Scenario 1: Validate AP Only Billing Run Does Not Include Manual Claim

Specific Setup:

Requires at least one client and service with a "Payer/Plan" Setup to produce "AP Invoices".

Steps

Navigate to "Finance > Claim Maintenance > Manual - Reimbursable > Claim".
Click "Select A Claim".
Click "New" button.
Fill in required fields to generate a "Manual Claim".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Start New Billing Run".
Fill in required fields, select same "Submitter/Receiver" that can be used for the manual claim.
Uncheck "Produce AR".
Validate "Produce AP" is checked.
Save.
Wait for billing to run.
Validate the billing run produces only "AP Invoices" and the "Manual Claim" is not included in the batch.

Topics

• Finance

ECS-53699 Summary | Details

Notify User When Save Fails

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

Assessment Remarks
Client > Case Management > Service Management > Assessments
Client Header
Program by Client's Service Track and Service
Provider Sites by Program
Select Client
All People Table
Client Search
Client Service Entry
Select File for Upload

Scenario 1: UI Testing of Test/Assessment Containing All Question Types

Specific Setup:

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

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

Steps

Navigate to "Client > Case Management > Service Management > Assessments".
Select "Client".
Click "Add New" button.
Click "Add Event".
Select the "Test/Assessment" from preconditions.
Enter all required fields.
Select answer for "Pick-list" question.
Enter alphabetic characters in "Numeric" question.
Validate that system will warn you to enter a numeric value.
Enter alphanumeric character in "Numeric" question.
Validate that system will warn you to enter a numeric value.
Enter number in "Numeric" question.
Enter text in "Narrative" question.
Enter Date in "Date" question.
Confirm that "Single Select with default Answer" has appropriate answer selected.
Select different answer on "Single Select with default Answer".
Confirm the default answer is no longer selected.
Confirm that "Single Select without default Answer" has nothing selected.
Select an answer on "Single Select without default Answer".
Select answer on "Multi-Select" question.
Select another answer on "Multi-Select" question.
Confirm that both answers are selected for "Multi-Select" question.
Select answer on "Multi-Select with NA".
Select "NA" on "Multi-Select with NA" question.
Confirm that previously selected answer for "Multi-Select with NA" is no longer selected.
Set "NA Reason".
Click "Remarks" button for first question that includes Remarks.
Enter text in the "Assessment Remarks" form and Save.
Click "Remarks" button for second question that includes Remarks.
Enter text in the "Assessment Remarks" form and Save.
Save the Test/Assessment.
Open the saved Test/Assessment.
Validate that all questions contain the answers as entered.

Scenario 2: Validate Event for a Client With User Defined Fields/Test Questions Saves Data After Reopening

Specific Setup:

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

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired Client.
Add event from preconditions.
Fill form and Save as Draft.
Reopen Event and verify information saved.
Save form.
Reopen Event and verify information saved.

Topics

• Assessments • Client

ECS-53708 Summary | Details

Referrals Information Form Set Member

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

My Referral Information Form Set
Referral Search
Worker Assignments - Referrals Made [ADD]
Worker Assignments - Referrals Made [DELETE]
Worker Role (to a client or in a workgroup) Table

Scenario 1: Validate Pending Referrals Widget Populates The Referral Form When Worker Assignment Is Added

Specific Setup:

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

Steps

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

Topics

• Taskbar

ECS-53733 Summary | Details

Activity - Other Duration Field

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

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

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

Specific Setup:

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

Steps

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

Topics

• Client

ECS-53740 Summary | Details

Staff Time Off Entries

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

People Tasks/Events [ADD]
People Tasks/Events [DELETE]
Staff - Service Providers (by Staff_id)
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff Time Off - People [ADD]
Staff Time Off - People [DELETE]

Scenario 1: Validate Adding or Scheduling Staff Time Off Event Displays in Vacation Schedule Table

Specific Setup:

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

Steps

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

Topics

• Agency

ECS-53751 Summary | Details

Manual Only Claim Billing Requests Reprocessing

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Immediate Billing Run Request [ADD]
Message from webpage - Are you sure you want to mark reprocess?
Submitter Information

Scenario 1: Validate Manual Only Claim Billing Runs Do Not Reprocess Without Action Being Set to Reprocess

Specific Setup:

Scenario works with a "Payer/Plan" that has zero billable manual claims to process.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" button.
Select "Start New Billing Run".
Fill in required fields to bill your services.
Check the flag "Manual Claims Only".
Click "Save".
Wait for billing to run.
Validate the resulting billing run contains "Zero Claims".
Wait for the next billing run to process.
Click "Billing Processing History".
Click "Billing Processing Log".
Validate it did not reprocess the "Manual Claims" billing run.
Click "Billing Batches Management".
Click "Actions" button on the manual claim billing run and select "Reprocess".
Wait for billing to run.
Validate the "Manual Claim Billing" reprocessed.

Topics

• Finance

ECS-53768 Summary | Details

My Tasks Widget To Show Scheduled Task is Telehealth

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

25992 [ADD]
Client Related Task - New [ADD]
Client Related Task - New [DELETE]
Client Search
Client Service Entry
FrontDeskCheckIn
People Search
Service and Attendance Facilities Listing

Scenario 1: New Telehealth Option For Appointments

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Search desired Client using "Search Client" input box.
Select desired Client.
Click the "Scheduled Task" button.
Select desired Task from the dropdown list.
Fill out the required fields.
Check the "To Be Performed via Telehealth" checkbox.
Click Save.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Use the "Select Client" button to search and select desired Client.
Check "Include Telehealth Appointments?" check box.
Verify the appointment appears with a "phone" icon. The icon verifies it's a Telehealth appointment.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Verify the Telehealth appointment appears under "My Tasks" widget.
Verify the phone icon appears with the Telehealth appointment.

Topics

• Client • Front Desk • Taskbar • Telehealth

ECS-53769 Summary | Details

Scheduled Task Is Telehealth Icon

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

Active events by Program or Clinic2
Client Related Task by Staff Responsible [EDIT]
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES

Scenario 1: Validate Phone Icon Displays in "My Tasks Not Checked In" and "Waiting Room" Widgets for Events Marked "To Be Performed via Telehealth"

Specific Setup:

Access to Calendar in Front Desk NX.
Access to add New Appointment.
Access to "My Tasks Not Checked In" and "Waiting Room" widgets.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click View Calendar.
Select a staff and Add a New Appointment.
Fill form, check "To Be Performed via Telehealth", and Save the appointment.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Enable widgets "My Tasks Not Checked In" and "Waiting Room".
Validate appointment is present in "My Tasks Not Checked In" widget.
Validate appointment has a Phone Icon "Complete Via Telehealth".
Edit the appointment and mark as Check In.
Validate appointment is present in "Waiting Room" widget.
Validate appointment has a Phone Icon "Complete Via Telehealth".

Topics

• Taskbar

ECS-53770 Summary | Details

Front Desk Check In and Telehealth

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

25992 [ADD]
Client Related Task - New [ADD]
Client Related Task - New [DELETE]
Client Search
Client Service Entry
FrontDeskCheckIn
People Search
Service and Attendance Facilities Listing

Scenario 1: New Telehealth Option For Appointments

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Search desired Client using "Search Client" input box.
Select desired Client.
Click the "Scheduled Task" button.
Select desired Task from the dropdown list.
Fill out the required fields.
Check the "To Be Performed via Telehealth" checkbox.
Click Save.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Use the "Select Client" button to search and select desired Client.
Check "Include Telehealth Appointments?" check box.
Verify the appointment appears with a "phone" icon. The icon verifies it's a Telehealth appointment.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Verify the Telehealth appointment appears under "My Tasks" widget.
Verify the phone icon appears with the Telehealth appointment.

Topics

• Client • Front Desk • Taskbar • Telehealth

ECS-53776 Summary | Details

Telehealth for Front Desk Calendar and Staff Calendar

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

Client Related Task - New [ADD]
Client Related Task - New [DELETE]
Client Search
Client Service Entry
Front Desk Calendar Appointment [EDIT]
FrontDeskCalendar
FrontDeskCheckIn
People Search
Service and Attendance Facilities Listing

Scenario 1: Telehealth for Front Desk Calendar and Staff Calendar

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Search for desired Client through "Select Client".
Select desired Client cell.
Click "Schedule Task".
Click "To Be Performed via Telehealth" checkbox.
Fill out required fields.
Click Save
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX"
Click "View Calendar" button.
Set desired Staff User in the User search bar.
Click the Staff checkbox.
Validate the Telehealth appointment appears.
Validate the Telehealth icon appears if the appointment is overlapping.

Topics

• Client • Telehealth

ECS-53778 Summary | Details

Service Group Template to Include Is Telehealth

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

25992 [ADD]
Client Related Task - New [ADD]
Client Related Task - New [DELETE]
Client Related Task - New [EDIT]
Client Search
Client Service Entry
FrontDeskCheckIn
People Search
Service and Attendance Facilities Listing

Scenario 1: Validate Service Group Template Include Telehealth

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Click "Schedule Event".
Select desired Program and desired Event.
Check "Include Telehealth Appointments?" check box.
Fill out required fields.
Click Save.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX"
Click Refresh.
Validate the phone icon exists within the Telehealth appointment.
Click on the Event link.
Validate the Telehealth checkbox is checked.
Click Close.

Topics

• Client • Event Setup • Telehealth

ECS-53779 Summary | Details

Scheduled Staff Telehealth Task Email Notification

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

Active events by Program or Clinic2
EvolvCS Client [EDIT]
Front Desk Calendar Appointment [ADD]
Front Desk People Search
Front Desk Staff Appointment [ADD]
FrontDeskCalendar
FrontDeskCheckIn
Microsoft Outlook
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES

Scenario 1: Validate Staff Email Notifications Indicate Whether Scheduled Appointment Is Telehealth

Specific Setup:

Access to staff and their email.
Access to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
"Enable Staff Calendar Appointments" enabled in "Setup > System > EvolvCS System Setup > System Settings/Preferences".

Steps

Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Validate "Enable Staff Calendar Appointments" is enabled.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Open View Calendar.
Create an appointment for Desired Staff.
Mark appointment as "To Be Performed via Telehealth" and save.
Open Staff's email and verify event email exists.
Validate email contains "- Telehealth" in the "Where:" section.

Topics

• Setup • Taskbar

ECS-53782 Summary | Details

Recurring Task Scheduling to Carry Over Is Telehealth

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

Active events by Program or Clinic2
Client Related Task - New [EDIT]
Client Search
Client Service Entry
Event Definitions with Security -Client
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program by Client's Service Track and Service
Program Listing By Agency and Worker
Provider Sites by Program
Recurrence Type (Daily, Weekly, etc.)
Recurring Tasks - People [Add]
Recurring Tasks - People [DELETE]
Recurring Tasks - People [Edit]
Staff - Service Providers (by Staff_id)
Staff - Service Providers (by Staff_id) NES

Scenario 1: Recurring Tasks/Appointments from Client Module or Front Desk Calendar to Propagate Is Telehealth Flag

Steps

Navigate to "Client > Case Management > Plan Development > Recurring Tasks Setup".
Select a Client and Create a new Recurring Task.
Fill out a recurring form.
Check "To Be Performed via Telehealth" and Save.
Reopen the task and check "To Be Performed via Telehealth" is checked.
Navigate to "Client > Case Management > Service Management > Service Entry."
Locate the recurring tasks and Click Edit Task.
Validate "To Be Performed via Telehealth" is checked.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click Calendar and Select New Appointment.
Fill form, set the task as "To Be Performed via Telehealth" and set Recurring info and save.
Open the individual tasks created and validate "To Be Performed via Telehealth" is checked.

Topics

• Calendar • Client • Taskbar

ECS-53801 Summary | Details

Failed 835 Import

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

Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set
Finance File Import
FinanceImportListing

Scenario 1: Validate Claim Status When 835 Failed To Upload

Specific Setup:

Requires a claim that can be remitted.
Requires an "835 Remittance" file.
Scenario works with "835 Remittance" file that fails to upload because of "Duplicate Submission" records.

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click "Upload File" button.
Select "Upload 835".
Select desired "835 Remittance" to upload.
Set "Deposit Date".
Click "Upload" button.
Validate "835 Failed To Upload" message is visible.
Close the window.
Navigate to "Finance > Claim Maintenance > Automatic > Submissions".
Click "Select A Claim" button.
Search for desired claim from "835 Remittance".
Validate the submission does not contain "Claim Remittance Status".
Validate the "Submission Balance and Total Amount Paid" have not changed.

Topics

• Finance

ECS-53803 Summary | Details

VitalSignSet Messages

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

Client Search
Physical Characteristics [ADD]
Physical Characteristics [EDIT]

Scenario 1: VitalSignSet Message Update

Steps

Internal Testing Only.

Scenario 2: GetVitalSignSet Action Message Support Added

Steps

Internal Testing Only.

Topics

• Assessments

ECS-53805 Summary | Details

CarePlan Message to Include Summary Text

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

Client Search
Goals Treatment Plan Depend on Category [ADD]
Methods Treatment Plan [ADD]
Objectives Treatment Plan [ADD]
Plan Development [ADD]
Problem Category Lookup - Not Safety Plan
Problems Identified (People/Category)
Program by Client's Service Track and Service
Provider Sites in Agency/Program/Services
Review Plan
Service Plan Development - B2E Subform
Service Plan Review Items
ServicePlanForm
ServicePlanList
SupervisorModule
Supervisors with no new
Treatment Plan - Information [EDIT]
Treatment Plan Library (by Category)

Scenario 1: CarePlan Message to Include Text Property

Steps

Internal Testing Only.

Topics

• Treatment Plans

ECS-53807 Summary | Details

Send Device Identifier on ClientMedicalDeviceCreated Messages

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

Client Search
Implantable Device Info [ADD]
Implantable Device Info [DELETE]
Implantable Device Info [EDIT]
Implantable Device Status

Scenario 1: Implantable Device Identifier Sent with ClientMedicalDeviceCreated Payload

Steps

Internal Testing Only.

Topics

• Client

ECS-53817 Summary | Details

Send GetGroupResource Messages

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

Client Critical Information Form Set
Critical Information
Program Enrollment [VIEW]
Program Setup - No Care Day/Respite [EDIT]

Scenario 1: SDK GetGroupResource

Steps

Internal Testing Only.

Topics

• Agency • Client

ECS-53819 Summary | Details

Immunization Status Codes

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

CDC-defined NIP002 - Substance Refusal Reason
Client Search
Immunizations - Standard Codes [ADD]
Immunizations - Standard Codes [EDIT]
Location Table (Service)
Standard Codes - All codes by Event
Standard Codes - Immunization Form Entry

Scenario 1: ImmunizationCreated Message to Include StatusCode

Steps

Internal Testing Only.

Topics

• Immunizations

ECS-53829 Summary | Details

RevConnect Alerts

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

Benefit Assignment [EDIT]
Client Search
Eligibility File
Finance > Imports/Exports > Imports > Eligibility (271) Imports
FinanceImportListing
Report: Benefits Details
Report: Clients Processed OK
Alerts - View [VIEW]
Cash Received Maintenance (System) [VIEW]
Claims Maintenance NX Form Set
Remittance File
Report: Claim Details Report
Report: Claim Remittance Report
999 Acknowledgement File
Claim/Invoice Batch [VIEW]
Message from webpage - Are you sure want to delete this record?

Scenario 1: Receive 271 File From RevConnect

Specific Setup:

System is configured to receive 271 Eligibility Files from RevConnect.
271 file with a tilde ~ at the end of each line.
271 file without training tilde.

Steps

Confirm "271 File with trailing tilde" from preconditions has uploaded from RevConnect.
Navigate to "Finance > Imports/Exports > Imports > Eligibility (271) Imports".
Validate file is present.
Click "Actions", "Report".
Validate "Report" contains "Client Eligibility", close.
Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
Select "Client" and click on "Benefit Assignment" associated with the "271 file".
Scroll to "271 Information".
Validate "271 Eligibility History" is present, close.
Repeat steps for "271 File without trailing tilde".

Scenario 2: Receive 835 File From RevConnect

Specific Setup:

Ability to receive 835 Remittance files via SFTP/RevConnect.

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Validate file has imported successfully from "SFTP/RevConnect".
Click "File Name" link.
Validate file displays, close.
Click "Check" link.
Validate "Receiver" and "Deposit" information is correct.
Click "Actions", "Remittance Report".
Validate "Report" contains "Claim Remittance" information, close.
Click "Actions", "Claim Details".
Validate "Report" contains "Claim Details" information, close.

Scenario 3: Receive Valid 999 File From RevConnect

Specific Setup:

Claim Receiver configured for SFTP/RevConnect Integration.

Steps

Navigate to "Finance > Imports/Exports > Imports > 999 Imports".
Validate "999 File" is present.
Click on "File" to expand.
Validate "Invoice Batch Log" corresponds to existing "Control Number".

Topics

• Finance • Finance Setup

ECS-53830 Summary | Details

Provider Message Payload FHIR Update

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

Address by ZIP code Subform
Address Type Table
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff Personal Information [EDIT]

Scenario 1: ProviderUpdate Payload FHIR Updates

Steps

Internal Testing Only.

Topics

• Staff

ECS-53831 Summary | Details

Organization NPI

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

Agency [EDIT]

Scenario 1: Send Organization NPI Information

Steps

Internal Testing Only.

Topics

• Agency Setup

ECS-53915 Summary | Details

Fast Track by Client SubForm

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

Activities Long Form With Other Acts [EDIT]
Client > Case Management > Service Management > Service Entry
Edit Memo
Location Table (Service)
Notes
Program by Person and Agency (Active)
Provider Sites by Program
Select Client
Taskbar > Fast Track > Fast Track > Fast Track by Client
Text Templates
All Clients With Security Listing by PeopleID
Fast Track By Client NX [ADD]
Fast Track Service Entry Events XB Subform

Scenario 1: Progress Notes Entered via Fast Track by Client Appear in Service Event

Specific Setup:

Requires a Service Event with "Has Single Note" checked.
Service should be set for use with Fast Track.
Requires at least one "Text Template" to be used with Progress Notes.
Client is enrolled in Program providing the Service.

Steps

Navigate to "Taskbar > Fast Track > Fast Track > Fast Track by Client."
Select "Client" from preconditions.
Select "Program Providing Service" from preconditions.
Select "Facility Providing Service" and Location".
Click "Get Services" button.
Check the desired "Service Event".
Click the "Progress Note" button.
Click "Add a Template" button.
Validate desired "Templates" exist in the "Look Up Table".
Select the "Template".
Validate the "Template" appears in the "Progress Note" and save.
Save the "Event".
Navigate to "Client > Case Management > Service Management > Service Entry."
Select "Client" from preconditions.
Validate "Event" created in "Fast Track" is present.
Open the "Event".
Validate the "Progress Note" information is present.

Scenario 2: After Saving in “Fast Track by Client”, Filters Are Preserved

Specific Setup:

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

Steps

Navigate to "Taskbar > Fast Track > Fast Track > Fast Track by Client".
Enter filters and click Get Services.
Validate when a service is checked, filters are disabled.
Enter a service and save.
Validate filters remain enabled.
Validate if filters are changed, Services SubForm is disabled.

Topics

• Client

ECS-53917 Summary | Details

Resubmit and Incident To

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

837 File
AR Management
Cash Receipts for Remittance
Claim Output Ready
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
Client Search
Client Service Entry
FinanceClaims
Staff - Supervisors

Scenario 1: Validate Incident To Flag Is Updated When Resubmitting With Calculate Rate

Specific Setup:

Requires an event that has been billed and can be remitted.
Event should not have "Medicare Incident To Services" flag checked and "Medicare Incident To Services Supervisor" filled in.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Edit desired event.
Check "Medicare Incident To Services".
Set "Medicare Incident To Services Supervisor" to desired staff.
Save.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Apply a denial to the claim.
Apply a "Resubmit" action to the claim using "Calculate Rate".
Save.
Wait for billing to run.
Open the second submission of the claim.
Validate the "Incident To" flag is checked.
Open the batch.
Create the output.
Download and open the 837 file.
Validate NM1*82 segment contains desired staff.

Scenario 2: Validate When Using Resubmit With Remaining Balance System Will Use Incident To From Original Submission

Specific Setup:

Requires an event that has been billed and can be remitted.
Event should have "Medicare Incident To Services" flag checked and "Medicare Incident To Services Supervisor" filled in.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Apply a denial to the claim.
Apply a "Resubmit" action to the claim using "Remaining Balance".
Save.
Wait for billing to run.
Open the second submission of the claim.
Validate the "Incident To" flag is checked.
Open the batch.
Create the output.
Download and open the 837 file.
Validate NM1*82 segment contains desired staff.

Topics

• Finance

ECS-53918 Summary | Details

Medication Administration Grid Report

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

Facility Listing for Reports
Months
Report Parameters PickList
Report Selection Picklist
Report: Medication Administration Monthly Grid
Year Month With Parms and Selection [ADD]

Scenario 1: Validate Medication Administration Monthly Grid Report Parameters Return Results

Specific Setup:

At least one Client has medications administered.

Steps

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

Topics

• Reports

ECS-53938 Summary | Details

Calculate Rate and Billing Processing

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

AR Management
Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claims Maintenance NX Form Set
Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History

Scenario 1: Running Calculate Rate in AR Management During Large Batch Billing

Specific Setup:

Claim is ready to resubmit to same or other Payer.
Billing request is ready to reprocess.
Access to "Billing Processing History".
Multiple staff to perform "Calculate Rate" and start/reprocess a "Billing Request".

Steps

Staff 1 navigates to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Set "Filters" to search on "Billing Request" from preconditions.
Click "Actions" and "Reprocess".
Staff 2 navigates to "Finance > Remittance Processing > Remittance Application > AR Management".
Select "Check" and set "Filters" to search on "Claim" from preconditions.
Click "Add Action" and select "Resubmit".
Staff 1 clicks "Billing Processing History" and "Start Billing Now".
Staff 2 clicks "Amount Type" and selects "Calculate Rate".
Confirm successful completion of "Calculate Rate".
Staff 2 selects "Resubmit" action.
Confirm successful completion of "Calculate Rate".
Confirm successful completion of "Billing Request".
Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
Select a "Claim" from "Reprocessed Batch".
Validate "Billed Services" SubReport is present and displays "Claim" data.

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

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

Topics

• Finance

ECS-53979 Summary | Details

Cancel Job and Billing Requests Limited by Service Bundle

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

Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Service Bundles
BillingProcessHistory
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: Service Bundle - Only One Service Bundle Per Billing Job Run Will Occur

Specific Setup:

At least two service bundles exist. They will be referred to as "Service Bundle 1" and "Service Bundle 2" in this test.
Each service bundle has been submitted to be run during Billing Batches Management process.
Access to Billing Processing History is needed to view the Billing Processing History.
The ability to delete the request to allow the run to be submitted multiple times.
A Billing run that can be submitted that has no service bundles.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Add a "New Run".
Fill in the needed fields give it a description that is easy to identify as the first bundle. Example "Service Bundle 1 test".
Select the Service Bundle and add "Service Bundle 1" to the record.
Save the record.
Repeat the above creating a "Service Bundle 2 test" record and using the "Service Bundle 2".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History" and select "Start the Billing Now".
Validate the "Billing Processing History" contains 2 logs.
Expand the drop down arrow for each log.
Validate only one service bundle per job processed exists.
Validate the non-service bundled submission displays.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Validate the service bundles submitted contain the data expected.
Select the "Actions" button and select "Delete Request" for the row that contains "Service Bundle 1".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Validate the "Job Line is Removed" where the service bundle was the only item.
Validate the "Job Line" with the non-service bundle exists and does not contain the service bundle run.
Redo the "Delete Request" for "Service Bundle 2".
Validate the only Log that exists is the one that had no bundles.
Validate neither service bundle deleted is in this log.

Scenario 2: Service Bundle - Only One Service Bundle Per Billing Job Run Will Occur When Cancelling

Specific Setup:

At least two service bundles exist. They will be referred to as "Service Bundle 1" and "Service Bundle 2" in this test.
Each service bundle has been submitted to be run during Billing Batches Management process.
Access to Billing Processing History is needed to view the Billing Processing History.
The ability to delete the request to allow the run to be submitted multiple times.
A Billing run that can be submitted that has no service bundles.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Add a "New Run".
Fill in the needed fields give it a description that is easy to identify as the first bundle. Example "Service Bundle 1 test".
Select the Service Bundle and add "Service Bundle 1" to the record.
Save the record.
Repeat the above creating a "Service Bundle 2 test" record and using the "Service Bundle 2".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History" and select "Start the Billing Now".
While the log generating and indicating that processing is occurring, select the "Actions" Button and select "Cancel Job", to end the process.
Validate the log no longer displays.
Click the "Start the Billing Now" button.
Validate the system generates a new log.
While it is processing, validate the log only contains the name of the "Service Bundle 1".
Upon completion of the "Billing Execution Interval", then proceed with this test scenario.
Validate a second log is then generated and completes.
Validate that log contains the only one service bundle, the "Service Bundle 2".
Validate that log/process completes.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Validate the service bundles submitted contain the data expected.
Select the "Actions" button and select "Delete Request" for the row that contains "Service Bundle 1".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Validate the "Job Line is Removed" where the service bundle was the only item.
Validate the "Job Line" with the non service bundle exists and does not contain the service bundle run.
Redo the "Delete Request" for "Service Bundle 2".
Validate the only Log that exists is the one that had no bundles.
Validate neither service bundle deleted is in this log.

Topics

• Finance

ECS-53988 Summary | Details

On Demand Billing

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

Agency Program Services/Program-User Subform
Billing Rate - Attendance (Based on time) NX [ADD]
Billing Rate - Immunization [ADD]
Billing Rate - Medication [ADD]
Billing Rate - Service Based NX [ADD]
ContractsRatesSetup
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Simple - Billing Rate E/M NX [ADD]

Scenario 1: Validate on Demand Billing for E/M, Immunization, Medication, and Service Based Rates

Specific Setup:

Billing rates for E/M, Immunization, Medication, Service Based setup, and at least one different rate setup.

Steps

Navigate to "Agency Setup > Services Setup > By Program > Individual Services".
Click on a Desired Program.
Verify "On Demand Billing" column exists under User Defined Services.
Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
Select a Self Pay Payer.
Validate "Bill near real time of service" checkbox for E/M, Immunization, Medication, and Service Based Rates exists under "Add History".
Validate "Bill near real time of service" checkbox does not exist for any other rate.

Topics

• Agency Setup • Finance Setup

ECS-54015 Summary | Details

Agency Rate on Waterfall Claims

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

All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claim Output Ready
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
FinanceClaims

Scenario 1: Validate Agency Amount On 837 Output When A Claim Is Waterfalled

Specific Setup:

Requires a claim that can be remitted and waterfalled to a "Secondary Payer".
"Secondary Payer" should have "Output Agency Amount" checked on "Contract Setup".
Scenario works with a service that is set up to bill a higher amount on the "Secondary Payer".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check
Set the parameters to search for the desired claim.
Add a "Partial Payment" to the claim.
Click "Add Action"
Select "Resubmit to Other".
Select "Calculate Rate".
Validate the "Agency Amount" is that of the "Secondary Payer".
Save.
Wait for billing to run.
Click on the second submission.
Click on the "Batch" link.
Click "Open Batch"
Click "Create Output".
Download the electronic file.
Validate the "Agency Amount" is the amount from the "Primary Payer".

Topics

• Finance • Finance Setup

ECS-54060 Summary | Details

Send Allergy Verification Status and Clinical Status in Allergy CareFabric Messages

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

AXIS IV (Psychosocial and Environmental Problems) [ADD]
AXIS IV (Psychosocial and Environmental Problems) [DELETE]
AXIS IV (Psychosocial and Environmental Problems) [EDIT]
Axis V (Global Assessment of Functioning) [ADD]
Axis V (Global Assessment of Functioning) [DELETE]
Axis V (Global Assessment of Functioning) [EDIT]
Client Search
County Table
Diagnosis - (Axis IV problems)
Diagnosis General [ADD]
Diagnosis General [DELETE]
Diagnosis General [EDIT]
Diagnosis Search Service
Priority Table
Program by Person and Agency (Active)
State Table

Scenario 1: Clinical and VerificationStatus on Conditions - Diagnosis

Steps

Internal Testing Only.

Topics

• Client

ECS-54061 Summary | Details

Events2Do

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

Class Scheduled Tasks [ADD]
Class Scheduled Tasks [EDIT]
Client Related Task - New [ADD]
Client Related Task - New [EDIT]
Client Search
Client Service Entry
Event Categories/Groups - User Modifiable
Event Definition User - Groups
Event Definitions - Groups Form Set
Form Information
Groups > Service Management > Service Management > Activities - Scheduled Events
myHealthPointe Dashboard
myHealthPointe My Schedule
myHealthPointe Sign In
New Group Enrollment Wizard [ADD]
Person Information [ADD]
Schedules
Select Group
Support Group Members [DELETE]
Wizard

Scenario 1: Display Scheduled Group Sessions

Specific Setup:

Active group with enrollments
Client credentials with access to myHealthPointe portal and enrolled into the group

Steps

Navigate to "Setup > Event Setup > Groups & Cases > Events Setup".
Click the "Event Category" button and select Group Activities.
Select desired Event Name from Events Setup.
Check the "Send Individual CareFabric Appointments" checkbox.
Navigate to "Groups > Service Management > Service Management > Activities".
Click the "Select Group" button and select desired group with client enrolled.
Select "Add Task" from the "Add New" dropdown list.
Select the task that was set to send individual CareFabric appointments.
Complete required information and click the "Save" button.
Sign in to the myHealthPointe portal with client credentials.
Click the "My Scheduled Appointments" icon.
Validate the appointment displays on the scheduled date.

Topics

• Groups • myHealthPointe

ECS-54062 Summary | Details

Send ClientRecordedStatus Messages

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

Billable Diagnosis for a Client with BA diagnosis
Client Service Entry
Standard Codes - Condition Clinical Status
Standard Codes - Condition Verification Status

Scenario 1: Send ClientRecordedStatus for Diagnosis Updates

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• Third Party Solution

ECS-54063 Summary | Details

Send Pregnancy "Verification Status" and "Clinical Status" in Pregnancy CareFabric Messages

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

Client Search
Pregnancy History [EDIT]

Scenario 1: PregnancyCreated Message - Validate "List" and "Get" Messages

Steps

Internal Testing Only.

Topics

• CareConnect • Third Party Solution

ECS-54064 Summary | Details

Log In Following Timed Out Session

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

EvolvCS Client [EDIT]

Scenario 1: Validate Upon Timeout User Can Log Back in Successfully

Specific Setup:

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

Steps

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

Topics

• Setup

ECS-54081 Summary | Details

Manual Claims and Journal Entries

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

All Clients With Security Listing by PeopleID
All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Billing-Rate-Service Setup Details(Auths)
Claim - Manual [EDIT]
Claim - Manual Add [ADD]
Claim 2.0 [EDIT]
Claim Maintenance - Manual 2.0 Form Set
Claim Output Ready
Claim/Invoice Batch [VIEW]
Claims - Manual
Client Benefits Assignments with no Self Pay
FinanceClaims
Immediate Billing Run Request [ADD]
Rate Details
Submitter Information

Scenario 1: Validate Manual Claim Contain Journal Entries After Batch Is Marked Sent

Steps

Navigate to "Finance > Claim Maintenance > Manual - Reimbursable > Claim".
Click "Select a Claim" button.
Click "New" button.
Fill in required fields to generate "Manual Claim".
Save.
Validate under "Accounting Info" journal entries are visible.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Start New Billing Run".
Fill in required fields to generate a billing run that will capture your manual claim.
Save.
Wait for billing to run.
Open "Billing run".
Validate it contains the manual claim.
Generate "Claim Output".
Mark the batch as "Sent".
Re-open the claim, validate it contains desired "Journal Entries".
Un-mark the batch as sent.
Re-open the claim, validate it contains desired "Journal Entries".
Reprocess the batch.
Re-open the claim, validate it contains desired "Journal Entries".

Topics

• Finance

ECS-54087 Summary | Details

SearchClient Responses

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

Client Personal Information [EDIT]
Client Search
Form Information

Scenario 1: Support Added for SearchClient Action

Steps

Internal Testing Only.

Topics

• Client

ECS-54088 Summary | Details

Ability to Launch FHIR SMART Apps

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

Client Search
Environment Agency Setup [EDIT]
Environment Setup - System Form Set

Scenario 1: Launch FHIR SMART Apps

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-54092 Summary | Details

Saving Call Center Event For Previously Minimized Call

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

Call Center Search Forms [ADD]
Call Disposition with Intake [EDIT]
Gender Table
Program Listing by Agency and Service Event
Provider Sites by Program
Call Center Form Test [EDIT]
CallCenterlisting

Scenario 1: Incomplete Call Listing and Minimize Function in Call Center

Specific Setup:

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

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Note the number of calls that are listed as Incomplete.
Click on "New Call".
Populate:
'Date of Call'
‘Time of Call’
‘Staff Receiving Call’
‘Phone Number’
‘Brief Nature of the Call’
‘Client First Name’
‘Client Last Name’
‘Client Gender’
‘Client Date of Birth’
Click "Next".
Choose Desired Client under Client Selection.
Click "Next".
Choose an event under Call Documentation.
Fill form.
Click "Save & Close".
Note that this call is now listed under "Incomplete Calls" and the call count has increased by 1.
Click on "Open Call" for this call from the "Incomplete Calls" section.
Click "Save & Mark Completed".
Confirm the call is no longer shown under "Incomplete Calls" listing and the call count has decreased by 1.
Use Filters to search for two Incomplete Calls from setup.
Open 1st Incomplete Call.
Take note of information on form.
Click "Minimize".
Open 2nd Incomplete Call.
Click "Minimize".
Click "Open Call" on 1st Incomplete Call under "Unsaved Calls".
Validate no error message appears when opening and information on form is unchanged.
Start a New Call
Fill required information and Hit Next.
Select a client.
Select an event that has a test under Call Documentation.
Fill out some test field values.
Click "Minimize".
Open minimized call from Unsaved Calls.
Fill remaining required fields and click "Save & Mark Completed".
Open the call and verify the values on the questions were saved.

Scenario 2: Call Center – Minimize Call Function

Specific Setup:

Access to Call Center.

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Start a new call.
Fill required info but do not fill client name.
Minimize the call and verify "No person identified...".
Reopen the call and enter client first and last name but do not select a Client from the table.
Minimize the call and verify no errors.
Reopen the call and select a client but do not choose an event.
Minimize the call and verify no errors.
Reopen the call and select an event.
Fill required event info.
Minimize the call and verify no errors.
Reopen the call and save.
Verify call Saved.

Scenario 3: Call Center - Validate Changing Event Replaces Tree Event Links

Steps

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

Topics

• Call Center • Taskbar

ECS-54093 Summary | Details

Next Scheduled Event SubReport

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

1MC [ADD]
1mc [DELETE]
1mc [EDIT]
Client Related Task - New [ADD]
Client Search
Client Service Entry
FrontDeskCheckIn
People Search

Scenario 1: Validate Next Scheduled Event Appears in Client Module

Specific Setup:

A client that has at least one scheduled event.
Requires an event that is flagged as "Can Be Scheduled".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select client.
Click "Add Event" button.
Select desired event.
Fill in required fields.
Scroll to "Next Scheduled Event" SubReport.
Validate the SubReport contains the next scheduled event and only one event is listed.
Verify the "Click Here" link under "Schedule Next" is not available.
Save the event.
Click on "Actions".
Select "Complete Task" from the drop down list.
Click Save.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Search and select desired Client.
Set desired Location.
Set desired Date.
Click "Refresh".
Validate the appointment is in the "In Progress" column.
Click on the event name link.
Verify the Next Scheduled Event exist.
Click on the "No-Show Information" tab.
Click on the "No Show" checkbox.
Click Save.
Validate the appointment is now in the "Cancelled/No Show Appointments" tab.
Navigate to "Client > Case Management > Service Management > Service Entry".
Click "Refresh".
Verify the status of the Service now says "Pending Submission, No Show".
Click into the Service cell.
Click on the "Tasks/Schedules" tab.
Click on the "Click Here" link under "Schedule Next".
Fill out required fields.
Save the Event.
Close the Form.
Click the "Refresh" button.
Verify the new appointment appears.
Click the "Actions" button.
Select "Complete Task" from the drop down list.
Save the Event.
Click "Actions".
Select "Submit Service".
Save the Event.
Click into the Service cell.
Click "Tasks/Schedules" tab.
Verify the "Click Here" link is not available.
Close out of the Event.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "Refresh".
Click the event name link.
Verify the "Click Here" link is not available.
Validate the "Next Scheduled Event" sub report contains the next scheduled event and only one event is listed.
Click Close.

Topics

• Client • Service Entry

ECS-54109 Summary | Details

BMI Percentile

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

Client Search
Physical Characteristics [ADD]
Physical Characteristics [EDIT]

Scenario 1: VitalSignSet - "Pediatric BMI Percentile Field Updated

Steps

Internal Testing Only.

Topics

• CareConnect

ECS-54117 Summary | Details

Custom Reports and Timeouts

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

Conditional Formatting Configuration
EvolvCS System [EDIT]
Folders Setup
NX Report Processor

Scenario 1: NX Custom Reporting – Validate Timeout Configurations Using Replica Server Reporting Timeout and Non-Replica Server Reporting Timeout Settings

Specific Setup:

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

Steps

Internal Testing Only.

Topics

• NX Custom Reporting • Reports • Setup

ECS-54121 Summary | Details

Capture Signature In NX Via Citrix

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

Client Search
Client Service Entry
EvolvCS System [EDIT]
Print Preview
Topaz SigPlusExtLite SDK

Scenario 1: Validate Capturing A Signature Within Citrix Using Topaz Device With Flight Recorder Enabled

Specific Setup:

Requires access to Evolv via Chrome window in Citrix.
Requires a compatible Topaz Device.
Requires Topaz Sigweb drivers to be installed on client machine and Citrix server as per our instructions that are available on the wiki.
"Flight Recorder" is enabled.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry ".
Select desired client.
Click "Add Event" and select desired event.
Fill in required fields.
Click on "Click To Upload Image" link.
Select "Capture Signature".
Validate "Topaz SigPlusExtLite" window opens.
Using topaz device capture a signature.
Click "Save".
Validate the "Signature" field contains the signature with a timestamp.
Click "Save".
Re-open the event.
Click "Print" button.
Select "Print Form".
Validate the signature appears on the print preview.

Topics

• Client • Service Entry

ECS-54124 Summary | Details

IBHIS Stored Procedures

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

Address by ZIP code Subform
Benefit Assignment [ADD]
Chrome Print Preview
Client Personal Information [EDIT]
Client Personal Information Form Set
Client Search
Conservator Court Status
Country of Origin
County School
County Table
Critical Information
Diagnoses Table (Mental Health and Medical)
Diagnosis General - LA DMH SF Subform
Diagnosis Status
Ethnicity Details
Ethnicity Table
Grade Table
LA County Client Information [EDIT]
LA Race - SF Subform
Language Table
Level of Hold
Marital History Sub Form Subform
Marital Status Table
Payers of Agency
People Degree - LA DMH SF Subform
Plans/Contracts by Staff
Priority Table
Program Enrollment [Edit]
Program of Admission
Race Chk_B Subform
Race Information Details
Religion Table
Residence Type
Salutation
Source Of Admission
Special Population
Staff - All (by Staff ID)
State Table
Type of Admission
Type of Diagnosis

Scenario 1: IBHIS Client

Specific Setup:

LA IBHIS-enabled environment.

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Fill out required and desired fields.
Click "Save".
Click the "Benefit Assignments" tab.
Click "Add New" button.
Select "Add Event" from the list box.
Select "Benefit Assignment" from the list box.
Fill out required and desired fields.
Click "Save".
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Click the "Actions" cell.
Click the "Correct/Close Program Enrollment" link.
Fill out required and desired fields.
Click "Save".
Navigate to "Client > Client Information > LA County Integration - NR > LA County Client Information".
Fill out required and desired fields.
Click "Save".
Click "Click Here to Prepare and Send LA County Related Data" link.
Verify information entered is shown in the tables.

Topics

• Client • LA IBHIS

ECS-54148 Summary | Details

ProgramAdmission Messages

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]
Program Type Setup [EDIT]
Standard Codes - Encounter Reason
Standard Codes - Patient Encounter Procedure

Scenario 1: Support Added for ProgramAdmission Type Code

Steps

Internal Testing Only.

Topics

• myEvolv NX

ECS-54151 Summary | Details

Test Design-People Form

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

All Look-up Tables Listing (filtered)
Form [VIEW]
Form Families - Client Mode
Setup > Treatment and Tests > Test Setup > Test Design - People
Setup > User Tools > Interface Design > Form Designer
Sub Reports - for Test Design

Scenario 1: Testing of NX Interface Design/Test Designer

Specific Setup:

User must have access to test designer

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Click "New Test".
Fill in "Test name" and "test header code".
Search for new test under the "test list".
Click "Pin Button" to view the test form.
Drag question fields from "Toolbox" to test form.
Edit fields with desired question/answer setup.
Save and Preview.
Validate form contains questions fields.
Navigate to "Setup > User Tools > Interface Design > Form Designer".
Click "Form Family" button.
Select "Test and Assessments (People)".
Search for the new test created.
Click the "P1" pin button.
Validate the form design loads without issue.
Click "Test Information" row.
Validate the "Test Header" contains the new test.
Click "Actions" button.
Select "Preview".
Validate a preview of the form loads with the test.

Topics

• Forms

ECS-54153 Summary | Details

NX Custom Reports and Parameters

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

Conditional Formatting Configuration
NX Report Processor
Report Designer
Folders Setup

Scenario 1: NX Custom Reporting - Update Run As CSV To Retain Sorting & Column Formatting

Steps

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

2. Go to “Report Designer” tab.

3. Select custom report with multiple data types.

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

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

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

7. In that tab, click “Run as CSV”.

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

Scenario 2: Validate Custom Reports Honoring Parameters

Specific Setup:

Custom Report with parameter searches set.

Steps

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

Topics

• NX Custom Reporting • Reports

ECS-54154 Summary | Details

Weight For Height Percentile Has Been Added To Physical Characteristics

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

Client Personal Information [EDIT]
Client Search
Physical Characteristics [ADD]
Physical Characteristics [EDIT]

Scenario 1: Validate Weight For Height Percentile Sends Out in VitalSignSet CareFabric Messages When Populated

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• Third Party Solution

ECS-54155 Summary | Details

Head Circumference Percentile Has Been Added To Physical Characteristics

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

Client Personal Information [EDIT]
Client Search
Physical Characteristics [ADD]
Physical Characteristics [EDIT]

Scenario 1: Validate Head Circumference Percentile Sends Out in VitalSignSet CareFabric Messages When Populated

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• Third Party Solution

ECS-54171 Summary | Details

Copy Rate For On Demand Billing

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

Billing Plan - Rates Setup NX [ADD]
Billing Plan Setup NX [EDIT]
Billing Rate - Service Based NX [EDIT]
Billing Rate Details - Services NX Subform
ContractsRatesSetup
CopyRateUtility
Cost Center Definitions
Finance Setup Manual Services NX Form Set
GL AR Accounts
GL Revenue Accounts
Payers of Agency
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Rate-Plan Link - Sub Subform
Rates by Payor

Scenario 1: Validate Copy Rate Utility Includes On Demand Billing Flag

Specific Setup:

Requires a rate with "Bill Near Real Time of Service" checked.
Requires a Payer/Plan with "Program/Service" that does not yet have a rate.

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
Select desired "Payer".
Click "Actions" on desired plan and select " Edit this Plan/Contract".
Click "Plan/Contracts Rates".
Click desired "Program" row.
Select desired service.
Click "Add Rate".
Select "Copy Rate Utility".
Select desired "Source Payer".
Select desired "Rate Scheme".
Click "Get Rates".
Click "Copy Rate" on desired rate.
Check desired fields for rate setup.
Click "Copy Rate".
Fill in required fields for "Rate Setup".
Save.
Click "History" tab.
Validate "Copied Rate" is visible.
Open the "Copied Rate".
Validate "Bill Near Real Time Of Service" is checked.

Topics

• Finance • Finance Setup

ECS-54176 Summary | Details

VitalSignSet Messages

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

Client Search
Physical Characteristics [ADD]

Scenario 1: Vocabularies Populated in VitalSignSet Payload

Steps

Internal Testing Only.

Topics

• Assessments

ECS-54183 Summary | Details

Encounter Reason Codes

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

Critical Information
Placement Events by Agency/Program - People2
Program Enrollment [Edit]
Program Enrollment From Service Track [ADD]
Program Listing By Agency and Worker
Program Setup - No Care Day/Respite [EDIT]
Program Type Setup [EDIT]
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Worker Role (to a client or in a workgroup) Table

Scenario 1: Populate ProgramAdmission ReasonCode

Steps

Internal Testing Only.

Topics

• Agency • Client

ECS-54184 Summary | Details

ONC Objects to Populate Audit Information

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

Client > Client Information > Health Information > Diagnoses Information
Client > Client Information > Personal Information > Demographics
Diagnosis General
Diagnosis General [EDIT]
Diagnosis Search Service
Select Client
Standard Codes - Condition Verification Status
Client Search
Goals Treatment Plan Depend on Category [ADD]
Goals Treatment Plan Depend on Category [REVIEW]
Methods Treatment Plan [ADD]
Objectives Treatment Plan [ADD]
Participant Role in the Event
Participants- Collaterals/Family Subform
Plan Development [ADD]
Problem Category Lookup - Not Safety Plan
Problems Identified (People/Category)
Program by Client's Service Track and Service
Provider Sites in Agency/Program/Services
Related People
Service Plan Development - B2E Subform
Service Plan Review Items
Service Plan Status
ServicePlanForm
ServicePlanList
Staff - Service Providers (by Staff_id)
SupervisorModule
Supervisors with no new
Treatment Plan Library (by Category)
Case > Case Management > Plan Development > Planning
Category/Goal Merge [ADD]
Strengthed Based Goal [ADD]
Strengths Identified (People)
Critical Information
Initial Enrollment for New Person [ADD]
New Client Personal Information [EDIT]
Outside Organizations - distinct
Person Information [ADD]
Placement Events by Agency/Program - People2
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Referral Reason Table
Staff - Service Providers (Caseloads - Zip Zones)
Staff - Service Providers by Agency (2)
stcodes_all_codes_role_code
Wizard
Worker Assignment for Agency Intake Subform
Worker Assignments [EDIT]
Worker Role (to a client or in a workgroup) Table
Worker Role [EDIT]
Worker Role for Setups
Worker Roles Form Set
Allergy Symptoms Reactions
Micromedex/Truven Allergy [ADD]
NX FIELD [EDIT]
People Allergy Symptoms Reaction Subform
Standard Codes - Allergy Clinical Status
Standard Codes - Allergy Verification Status
Standard Codes - Observation Interpretation
Standard Codes - Severity
Standard Codes - Status
Truven Allergy Lookup, Powered by Truven.
Address by ZIP code Subform
Address Type Table
Client Personal Information [EDIT]
Language Table
Standard Codes - Telecom Use Code Form Entry

Scenario 1: ClientDiagnosis Message Updated

Specific Setup:

Internal testing only.

Steps

Internal testing only.

Scenario 2: Support Added for CarePlanProblem Events and Actions

Steps

Internal Testing Only.

Scenario 3: CarePlanGoal Payload Sent Out When CarePlan Created

Steps

Internal Testing Only.

Scenario 4: ProgramAdmission Role Code Included Within Payload

Steps

Internal Testing Only.

Scenario 5: AllergyCreated - Verification Status and Clinical Status Field Values Added To Message

Steps

Internal Testing Only.

Scenario 6: ClientUpdate Payload FHIR Updates

Steps

Internal Testing Only.

Topics

• CareConnect • Client • Staff • Treatment Plans

ECS-54195 Summary | Details

Capturing Same Service Provided to Same Client on Same Day in Claims

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
FinanceClaims
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: Validate Billing Duplicate Services With Different Worker Providing Service When Consolidation Is Not Set

Specific Setup:

Scenario works with a client that duplicate event, both with same "Time and Duration" and provided by different staff.
Requires a rate that can bill the services and consolidation is not set.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" button.
Select "Start New Billing Run".
Fill in required fields to bill your services.
Click "Save",
Wait for billing to run.
Open the resulting billing run.
Validate it contains a claim for each individual service.

Scenario 2: Validate Billing Duplicate Services With Different Worker Providing Service

Specific Setup:

Scenario works with a client that duplicate event, both with same "Time and Duration" and provided by different staff.
Requires a rate that can bill the services, but is set to "Consolidate By Day" and "Break by Staff" is not set.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" button.
Select "Start New Billing Run".
Fill in required fields to bill your services.
Click "Save",
Wait for billing to run.
Open the resulting billing run.
Validate it contains one claim.
Click on the "Claim" link to open the claim.
Validate it contains the desired consolidated services.

Topics

• Finance

ECS-54197 Summary | Details

Incoming Alert Notifications

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

Active events by Program or Clinic2
AlertListing
Alerts - Recipients B2 Subform
Alerts - Send [ADD]
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES
Staff (All)

Scenario 1: Validate Alerts and Front Desk NX Check In Alert Send to Logged In Users

Specific Setup:

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

Steps

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

Topics

• Taskbar

ECS-54206 Summary | Details

Process GetLocation Messages

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

Facility Hours of Operation Subform
Service Facilities Form Set
Service Facilities Listing
Service Facility [EDIT]

Scenario 1: SDK GetLocation

Steps

Internal Testing Only.

Topics

• Agency

ECS-54246 Summary | Details

835 Import Changes

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

Claim Remittance Transactions Subform
Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set
Finance File Import
FinanceImportListing
Report: Claim Remittance Report
Claim Receivers Setup Form Set
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: Validate 835 Applies Overpayments To Multi-Service Line Claim

Specific Setup:

Requires a "Multi-Service Line Claim" that can be remitted.
Requires an 835 with overpayments for each service line.
835 should also have "Reference Number" and "Claim Remarks".

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click "Upload File".
Select desired "Remittance File".
Set "Deposit Save".
Click "Upload".
Validate the 835 uploaded.
Click "Actions" and select "Remittance Report".
Click on desired claim.
Click on "Submissions" tab.
Open the "Submission" record.
Click on "Claim Status".
Validate the service lines contain desired "Payment, Reference Number and Claim Remark".

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

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click "Upload File".
Select desired "Remittance File".
Set "Deposit Save".
Click "Upload".
Validate the 835 uploaded.
Click "Actions" and select "Remittance Report".
Validate the desired claim is not listed.
Delete the uploaded remittance.
Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
Select desired receiver.
Check the flag "Allow Duplicate Status from 835".
Save.
Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click "Upload File".
Select desired "Remittance File".
Set "Deposit Save".
Click "Upload".
Validate the 835 uploaded.
Click "Actions" and select "Remittance Report".
Validate the desired claim has the payment applied.

Topics

• Finance • Finance Setup

ECS-54247 Summary | Details

270 Eligibility

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

270 File
270 Output Ready
EligibilityManager
Program Listing By Agency and Worker
Receiver Information - All

Scenario 1: Eligibility Requests (270) - Create 270 File

Steps

Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
Click "New Request".
Set "Receiver" and "Description" values.
Set any additional parameters.
Click "Save".
Click "Actions ▼".
Click "Generate Output File".
Validate the segment containing the "DTP*" segment contains date in "CCYYMMDD" format.

Topics

• Finance • Finance Setup

ECS-54252 Summary | Details

Statement Dates and 837I

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

837 File
All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claim Output Ready
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
FinanceClaims

Scenario 1: Validate 837I Output Contains Updated Statement Date In 2300 DTP*434 Segment

Specific Setup:

Requires a "Receiver" that has "Claim Output Format set to "837 Institutional".
Scenario works with a "Facility Placement" claim that is billed for a half of the month and can be rebilled for full month.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance Check".
Set desired parameters to search for desired claim.
Add a denial status to the claim.
Click "Add Action" button.
Select "Resubmit".
Select Calculate Rate".
Validate the new service line contains "New Date Range".
Check the "Service Line" row.
Save.
Wait for billing to run.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Open the "Action Based Billing" run.
Validate it contains desired claim.
Click "Open Batch".
Click "Create Output".
Click "Download Electronic File".
Open the "837I Downloaded File".
Validate the 2300 Loop contains "DTP*434*" segment with the new "Statement Dates".

Topics

• Finance

ECS-54254 Summary | Details

Send SNOMED Code in CarePlanProblem CareFabric Messages

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

Client Search
Problem Category
Problems Library [EDIT]
ServicePlanForm
ServicePlanList
SupervisorModule
Treatment Setup Form Set

Scenario 1: Support for CarePlanProblem.Vocabularies

Steps

Internal Testing Only.

Topics

• Treatment Plans

ECS-54287 Summary | Details

VitalSignSet Messages

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

Client Search
Physical Characteristics [ADD]
Physical Characteristics [EDIT]

Scenario 1: VitalSignSet Support for Blood Pressure

Steps

Internal Testing Only.

Topics

• Assessments • Client

ECS-54316 Summary | Details

Notify User When Save Fails

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

Assessment Remarks
Client > Case Management > Service Management > Assessments
Client Header
Program by Client's Service Track and Service
Provider Sites by Program
Select Client
All People Table
Client Search
Client Service Entry
Select File for Upload

Scenario 1: UI Testing of Test/Assessment Containing All Question Types

Specific Setup:

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

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

Steps

Navigate to "Client > Case Management > Service Management > Assessments".
Select "Client".
Click "Add New" button.
Click "Add Event".
Select the "Test/Assessment" from preconditions.
Enter all required fields.
Select answer for "Pick-list" question.
Enter alphabetic characters in "Numeric" question.
Validate that system will warn you to enter a numeric value.
Enter alphanumeric character in "Numeric" question.
Validate that system will warn you to enter a numeric value.
Enter number in "Numeric" question.
Enter text in "Narrative" question.
Enter Date in "Date" question.
Confirm that "Single Select with default Answer" has appropriate answer selected.
Select different answer on "Single Select with default Answer".
Confirm the default answer is no longer selected.
Confirm that "Single Select without default Answer" has nothing selected.
Select an answer on "Single Select without default Answer".
Select answer on "Multi-Select" question.
Select another answer on "Multi-Select" question.
Confirm that both answers are selected for "Multi-Select" question.
Select answer on "Multi-Select with NA".
Select "NA" on "Multi-Select with NA" question.
Confirm that previously selected answer for "Multi-Select with NA" is no longer selected.
Set "NA Reason".
Click "Remarks" button for first question that includes Remarks.
Enter text in the "Assessment Remarks" form and Save.
Click "Remarks" button for second question that includes Remarks.
Enter text in the "Assessment Remarks" form and Save.
Save the Test/Assessment.
Open the saved Test/Assessment.
Validate that all questions contain the answers as entered.

Scenario 2: Validate Event for a Client With User Defined Fields/Test Questions Saves Data After Reopening

Specific Setup:

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

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired Client.
Add event from preconditions.
Fill form and Save as Draft.
Reopen Event and verify information saved.
Save form.
Reopen Event and verify information saved.

Topics

• Assessments • Client

ECS-54323 Summary | Details

Editing Recurring Billing Run

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
Recurrence Type for Billing Runs
Recurring Billing Job [ADD]
Recurring Billing Job [EDIT]
Submitter Information

Scenario 1: Validate Editing A Scheduled Billing Run

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Schedule New Billing Run".
Fill in required fields.
Set "Include Services from N Periods Back" to 1.
Validate "Include Services from Date" is disabled.
Save.
On the scheduled billing run, click "Actions" and select "Edit Recurrence".
Validate the "Include Services from Date" is disabled.
Set "Include Services from N Periods Back" to blank.
Validate the "Include Services from Date" is enabled.

Topics

• Finance

ECS-54328 Summary | Details

OrderConnect Provider Information

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

Client Search
NX ORDER ENTRY - DETAILS
NX ORDER ENTRY - REVIEW
NX ORDER ENTRY - SEARCH
NX ORDERS
NX SCRATCHPAD
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]

Scenario 1: Validate OrderConnect Username in Provider Messages to CareFabric

Steps

Internal Testing Only.

Topics

• OrderConnect

ECS-54343 Summary | Details

Front Desk Calendar

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

Active events by Program or Clinic2
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES

Scenario 1: Validate Duration Is Displaying for Scheduled Events on Front Desk Calendar

Specific Setup:

Access to Front Desk Calendar.

Steps

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

Topics

• Calendar • Front Desk • Taskbar

ECS-54353 Summary | Details

LOINC Codes in VitalSignSet Messages

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

Client Search
Physical Characteristics [ADD]

Scenario 1: VitalSignSet Messages for BMI LOINC Codes

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-54363 Summary | Details

ClientMedicalDevice Messages

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

Client Search
Implantable Device Info [ADD]

Scenario 1: Implantable Device - Parse Device Identifier For "ICCBA" and "HIBCC"

Steps

Internal Testing Only.

Topics

• CareConnect

ECS-54468 Summary | Details

Billing Request for Manual Claims Only

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Immediate Billing Run Request [ADD]
Message from webpage - Are you sure you want to mark reprocess?
Submitter Information

Scenario 1: Validate Manual Only Claim Billing Runs Do Not Reprocess Without Action Being Set to Reprocess

Specific Setup:

Scenario works with a "Payer/Plan" that has zero billable manual claims to process.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" button.
Select "Start New Billing Run".
Fill in required fields to bill your services.
Check the flag "Manual Claims Only".
Click "Save".
Wait for billing to run.
Validate the resulting billing run contains "Zero Claims".
Wait for the next billing run to process.
Click "Billing Processing History".
Click "Billing Processing Log".
Validate it did not reprocess the "Manual Claims" billing run.
Click "Billing Batches Management".
Click "Actions" button on the manual claim billing run and select "Reprocess".
Wait for billing to run.
Validate the "Manual Claim Billing" reprocessed.

Topics

• Finance

ECS-54478 Summary | Details

Resubmit of Claims With Single Service with Multiple Transactions

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

837 File
AR Management
Cash Receipts for Remittance
Claim Adjustment Reasons
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
FinanceClaims
Receiver Information - All
Receiver Information X12 Submissions [EDIT]

Scenario 1: Validate Resubmit Outputs CAS From Most Recent Remittance

Specific Setup:

Requires a claim that has been remitted with a "Denial" status and "Adjustment Reasons".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance Check".
Set parameters to search for desired claim.
Add a "Partial Payment".
Click "Add Adj" button.
Add desired "Adjustment Reasons".
Click "Add Action".
Select "Resubmit to Other" to waterfall to secondary payer.
Save.
Wait for billing to run.
Open the desired batch.
Create the output.
Validate "837 File" contains only the "CAS Info" from the second remittance.

Topics

• Finance

ECS-54492 Summary | Details

Map an Assessment to a Clinical Note Section

Scenario 1: ONC Clinical Note Sections

Specific Setup:

Internal Testing Only.

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-54504 Summary | Details

Reprocessing Held Claims Will Take Event Level Changes Into Account

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
Client Search
Client Service Entry
FinanceClaims
Immediate Billing Run Request [ADD]
Location Table (Service)
Submitter Information

Scenario 1: Validate Place Of Service Code Updates On Reprocessed Held Claim

Specific Setup:

Requires a "Held Claim".
"Place of Service" codes should be set up and linked to locations.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Open desired event that is captured in the "Held Claim".
Edit the "Location" field.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Open the batch with the "Held Claim".
Click "Actions" button and select "Release and Delete".
Click "Click "New Run".
Select "Start New Billing Run".
Fill in required fields to generate the claim again.
Save.
Wait for billing to run.
Open the billing run and click on the "Claim" link.
Validate the "Place Of Service" contains updated "Place of Service Code" from the location that was set on the event.

Topics

• Finance

ECS-54509 Summary | Details

Performance Updates on Worker Related Workflows

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

Client Search
Client Service Entry
Critical Information
Program Enrollment [Delete]
Program Enrollment From Service Track [ADD]
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Qualifiers Subform
Rule Designer [EDIT]
Staff - Service Providers (by Staff_id)
Staff - Service Providers (Caseloads - Zip Zones)
Worker Assignment for Program Intake Subform
Worker Role (to a client or in a workgroup) Table
Workflow Rules Manager
Workflow Tasks [EDIT]
Staff - Service Providers (Caseloads)

Scenario 1: Validate Staff Responsible Workflow Assigns Correct Staff

Specific Setup:

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

Steps

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

Scenario 2: Validate Worker Role Workflow Assigns Correct Staff

Specific Setup:

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

Steps

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

Topics

• Workflows

ECS-54529 Summary | Details

Performance Updates on Service Related Workflows

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

Client Related Task - New [DELETE]
Client Search
Client Service Entry
Qualifiers Subform
Rule Designer [EDIT]
Tests and Assessments (People) [ADD]
Tests and Assessments (People) [DELETE]
Workflow Rules Manager
Activities - Family Case [ADD]
Activities - Family Case [DELETE]
Profile Scheduled Tasks [DELETE]
Select Family Case

Scenario 1: Validate Individual Service Event Triggers Workflow

Specific Setup:

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

Steps

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

Scenario 2: Validate Group Service Event Triggers Workflow

Specific Setup:

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

Steps

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

Topics

• Workflows

ECS-54543 Summary | Details

Optimized Sending the VitalSignSet Vocabulary – Oxygen Saturation

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

Physical Characteristics [ADD]
Physical Characteristics [EDIT]

Scenario 1: VitalSignSet Support for Vitals Pulse Ox Update

Steps

Internal Testing Only.

Topics

• Client

ECS-54559 Summary | Details

SubReport Records Maximum Limit

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

Client Search
Client Service Entry
Conditional Formatting Configuration
Document Management Import/Scan
Evolv Data Types for Sub-reports
EvolvCS Client [EDIT]
Folders Setup
Form Families - Client Mode
FormDesigner
Interface Design Form Set
NX Form Group [EDIT]
NX Sub Report [EDIT]
Report Fields Subform
Sub Reports - Virtual Views Form Set
Sub Reports for Users - All
View Columns (by View)
Virtual View Sub Report Designer [ADD]
Virtual View Sub Report Designer [EDIT]
Virtual View Sub Report List
Virtual Views Listing

Scenario 1: User SubReports Honor Limits Set at System Settings

Specific Setup:

System has a virtual view SubReport set up with a large dataset.
Form has SubReport added.

Steps

Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Set "Default Top Number of Rows to List" to 100, save.
Log out and log back in.
Navigate to module with form from preconditions.
Open form, validate SubReport is limited to 100 records.
Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Clear out "Default Top Number of Rows to List", save.
Navigate to module with form from preconditions.
Open form, validate SubReport is limited to 2000 records.
Navigate to "Setup > User Tools > Sub Reports - Virtual Views > Virtual View Sub Reports".
Select "SubReport" from preconditions.
Set "Select top N results" to 5, save.
Navigate to module with form from preconditions.
Open form, validate SubReport is limited to 5 records maximum.

Topics

• SubReports

ECS-54617 Summary | Details

Accrued AR and Cost Center/GL Facility Code

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceClaims
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: Validate Accrued AR Account Does Not Contain Cost Center/GL Facility Code

Specific Setup:

Requires a service that can be billed.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Start New Billing Run".
Fill in required fields to bill desired service.
Save.
Wait for billing to run.
Open the batch.
Create output.
Mark the batch sent.
Open the desired claim.
Click "Accounting Info".
Validate the desired "Revenue Account" contains "Cost Center".
Validate the desired "Accrued AR Account" does not contain "Cost Center".

Topics

• Finance

ECS-54659 Summary | Details

Program Admission Message

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

Client Search
Critical Information
Diagnosis General [ADD]
Diagnosis General [EDIT]
Diagnosis Search Service
Direct Care Workgroup Assignment [ADD]
Program by Person and Agency (Active)
Type of Diagnosis
Workgroups by Program

Scenario 1: Populate ProgramAdmission.Diagnoses

Steps

Internal Testing Only.

Topics

• Client

ECS-54734 Summary | Details

ClientOfInterest on HL7 PID Segment Will Now Display ClientEventData

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

Client Header
Client Personal Information [EDIT]
Select Client

Scenario 1: Validate ClientOfInterest data is moved from ClientEventData

Steps

Internal Testing Only.

Topics

• Third Party Solution