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myEvolv NX 11.0.0025.02 Acceptance Tests

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ECS-54561 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Remittance Import Listing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cash Received Maintenance (System) [VIEW]
  • Alerts - View [VIEW]
  • FinanceImportListing
  • Report: Claim Remittance Report
  • Report: Claim Details Report
  • Claims Maintenance NX Form Set
  • Remittance File
  • Claim Submission 2.0 [EDIT]
Scenario 1: Receive 835 File From RevConnect
Specific Setup:

Ability to receive 835 Remittance files via SFTP/RevConnect.

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Validate file has imported successfully from "SFTP/RevConnect".
  3. Click "File Name" link.
  4. Validate file displays, close.
  5. Click "Check" link.
  6. Validate "Receiver" and "Deposit" information is correct.
  7. Click "Actions", "Remittance Report".
  8. Validate "Report" contains "Claim Remittance" information, close.
  9. Click "Actions", "Claim Details".
  10. Validate "Report" contains "Claim Details" information, close.
Topics
• Finance
ECS-54729 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Write Off Action In Posted Month
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
Scenario 1: Validate Delete Writeoff Action That Is In A Posted Month
Specific Setup:
  • Requires a claim with a "Write Off" Action.
  • Month the "Write Off" action posted to should be closed.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set search parameters to search for desired "Claim".
  4. Click "Search".
  5. Click on the "Balance" icon to view the timeline.
  6. Click "Delete" button on the "Write Off" action.
  7. Validate the action has deleted and the claim now has a "Balance".
  8. Click on the "Claim" link.
  9. Click "Accounting Information".
  10. Validate the "Accounting" contains the reversing "GL Entries" for the write off action.
  11. Validate the "GL Entries" posted to the earliest open month.
Topics
• Finance
ECS-55460 Summary | Details
11.0.0050, 11.0.0025.02
DD Check Customs Printout
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ChecksCreationLog
  • check.pdf
  • GL Account [EDIT]
  • Check Library [EDIT]
Scenario 1: Validate Check Layout Option "Print 0.00 instead of Void" Prints 0.00 Instead of Void
Specific Setup:

Access to "Finance Setup > General Setup > Miscellaneous Setup Tables > Check Library".

Available check setup in system to "Print Direct Deposit Check" and displays "VOID" text.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Filter for desired check.
  3. Expand the check row.
  4. Click Actions > Print Direct Deposit Checks.
  5. Validate "VOID" text is present.
  6. Close the printed check.
  7. Navigate to "Finance Setup > General Setup > Miscellaneous Setup Tables > Check Library".
  8. Click on desired Layout that is linked to check from above.
  9. Enable "Print 0.00 instead of Void".
  10. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  11. Filter for same check as before.
  12. Expand the check row.
  13. Click Actions > Print Direct Deposit Checks.
  14. Validate "0.00" is present instead of "VOID" text.
Topics
• Finance • Finance Setup
ECS-55884 Summary | Details
11.0.0050, 11.0.0025.01
DFT Outbound IN1 Segment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HL7 Outbound v2.0 Form Set
  • HL7 Document Types Setup Link
  • HL7 Outbound [ADD]
  • HL7 Outbound [EDIT]
Scenario 1: IN1 Segment Outbound - Exporting Generated Claims - Self Pay
Specific Setup:
  • The system is configured to send data to third parties via HL7 formats.
  • Set the event up on the Program level to have "Allow HL7 Outbound" flag is checked.
  • A Client will exist that will be used to create a service.
  • The client has a Self Pay Benefit Assignment only.
  • That service has a claim generated and the values are known.
  • The "HL7 Outbound Setup" is created via the Agency Setup > Other Setups > HL7 Outbound Setup > HL7 Outbound Setup.
  • This will transmit data to a third party application.
Steps
  1. Navigate to "State Reporting > Files Processing/Generation > HL7 Outbound v2.0 > HL7 Outbound v2.0".
  2. Click "Select HL7Outbound" button, and select the "Document Type" configured for this process.
  3. Add a new record.
  4. Check the "Check Off to Process" check box.
  5. Save.
  6. Processing will start.
  7. When this completes, the data will be sent to the third party application.
  8. Have the data reviewed to determine it is accurate.
Scenario 2: DFT IN1 Segment Outbound - Exporting Generated Claims - Not Self Pay
Specific Setup:
  • The system is configured to send data to third parties via HL7 formats.
  • Set the event up on the Program level to have "Allow HL7 Outbound" flag is checked.
  • A Client will exist that will be used to create a service.
  • That service has a claim generated and the values are known.
  • The "HL7 Outbound Setup" is created via the Agency Setup > Other Setups > HL7 Outbound Setup > HL7 Outbound Setup.
  • This will transmit data to a third party application.
  • The client is not a self pay client.
Steps
  1. Navigate to "State Reporting > Files Processing/Generation > HL7 Outbound v2.0 > HL7 Outbound v2.0".
  2. Click "Select HL7Outbound" button, and select the "Document Type" configured for this process.
  3. Add a new record.
  4. Check the "Check Off to Process" check box.
  5. Save.
  6. Processing will start.
  7. When this completes, the data will be sent to the third party application.
  8. Have the data reviewed to determine it is accurate.
Topics
• CareConnect • State Reporting
ECS-55984 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
NX Custom Reporting Reports Printing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Conditional Formatting Configuration
  • Report Designer
  • NX Report Processor
  • Chrome Print Preview
Scenario 1: Validate Custom Reporting Report Prints All Pages
Specific Setup:

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

Steps
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. Click the Report Designer tab.
  3. Select desired report.
  4. Launch the report.
  5. Click "Run Report".
  6. Confirm that in the results table, paging is shown in use ("Page x of y" and "Displaying 1-a of b").
  7. Click "Save as PDF".
  8. Confirm "Save as PDF".
  9. Open the saved PDF file and confirm that all rows are shown without paging enabled.
  10. Close PDF file.
  11. Click "Print Report".
  12. Confirm in the print preview that all rows are shown without paging enabled (the font size is increased for printing, so this will look longer than the PDF).
Topics
• NX Custom Reporting
ECS-56030 Summary | Details
11.0.0050, 11.0.0025.01
HL7 Standard Codes for Religion
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Code System Maintenance [EDIT]
  • Client Personal Information [EDIT]
  • Religion Table
  • Standard Codes Maintenance Form Set
  • Value Set
  • Standard Codes [EDIT]
  • Tables Maintenance - Simple Form Set
  • Look-up Tables Maintenance - Simple
  • GenericBrowse
  • Value Sets Maintenance [EDIT]
Scenario 1: HL7 Religion ADT PID-17 Segment
Steps

Internal testing only.

Scenario 2: Validate RELIGION (HL7) Look Up Table
Steps

Internal testing only.
Topics
• Setup • Third Party Solution
ECS-56210 Summary | Details
11.0.0050, 11.0.0025.01
On Demand Billing and Walk Ins
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Yearly Income (SF) myInsight Subform
  • Income Source Table
  • Sliding Fee Eligibility [EDIT]
  • FrontDeskCheckIn
  • FinanceClaims
Scenario 1: Validate On Demand Billing Uses Self Pay Sliding Fee Eligibility Info
Specific Setup:
  • Requires "Sliding Fee Scale" set up within "Finance Setup".
  • Requires a client with "Self Pay" benefit assignment and "Use Automated Sliding Fee Scale" is checked.
  • Requires a client with a "Scheduled Event" and it is set up for "On Demand" billing.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Sliding Fee Eligibility".
  2. Select desired client.
  3. Set client's "Income Information" so that "Sliding Fee Scale" will apply.
  4. Navigate "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  5. Check in the client's scheduled event.
  6. Complete the event.
  7. Click on "Run On-Demand Billing" button.
  8. Wait for "On Demand Billing" run to process.
  9. Click on "Review Claims" button.
  10. Validate it contains the desired claim with the "Expected Amount" based off of "Sliding Fee".
Topics
• Finance • Front Desk
ECS-56439 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Billing Run Requests With Missing Receiver And No Resulting Batches
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Validate Generating Multiple Billing Request
Specific Setup:

Requires services that can be billed in different batches.

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

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

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Filter for the known failed billing batch that should have produced claims.
  3. Reprocess the Billing Batch.
  4. Navigate to "Billing Processing History" tab.
  5. Start the billing run.
  6. Validate billing run successful.
  7. Navigate to "Billing Batches Management" tab.
  8. Filter for same billing batch.
  9. Validate billing batch status no longer displays as "Failed".
  10. Validate claims have been processed.
Topics
• Finance
ECS-56479 Summary | Details
11.0.0050, 11.0.0025.01
Recurring Billings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Recurring Billing Job [ADD]
  • Submitter Information
  • Recurrence Type for Billing Runs
  • Weekdays
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Validate Recurring Run Break Invoice Batch Log By Period
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run".
  3. Select "Scheduled Recurring Run".
  4. Fill in required fields.
  5. Select desired "Recurrence Type" i.e. "Weekly".
  6. Set "Include Services from N Periods Back" to desired value.
  7. Check "Receiver" checkbox.
  8. Save.
  9. Wait for recurring billing run to process.
  10. Validate the billing run generated the desired claims.
Topics
• Finance
ECS-56594 Summary | Details
11.0.0050, 11.0.0025.02
HL7 Outbound DFT Segment PR1-3.3 "CPT" Code Value
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HL7 Outbound v2.0 Form Set
  • HL7 Document Types Setup Link
  • HL7 Outbound [ADD]
  • HL7 Outbound [EDIT]
Scenario 1: DFT Outbound PR1-3.3 - Validate Code Value Is "CPT"
Steps

Internal Testing Only.
Topics
• CareConnect
ECS-56642 Summary | Details
11.0.0050, 11.0.0025.02
FIS - Void Payments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FIS Billing Solutions - Payment Entry
  • FIS Billing Solutions - Payment Review
  • FIS Billing Solutions - Receipt
  • Cash Received - Credit Card [EDIT]
  • Credit Card Payments Form Set
  • Credit Card Devices - All
  • Cash Received - Credit Card [ADD]
  • All Client Guarantors - Self Pay
  • All Clients By Guarantor - Self Pay
  • Credit Card Brand
Scenario 1: FIS - Validate Void Transactions
Steps
  1. Navigate to "Finance > Remittance Processing > Credit Card Payments > Payments".
  2. Click the "Add New" button.
  3. Select "Cash Received - Credit Card" from the "Add New" drop down list.
  4. Fill out required fields.
  5. Click Save.
  6. After clicking save, it will re-direct you to the "FIS Billing Solutions" page.
  7. Fill out required fields.
  8. Click "Process Payment".
  9. Verify the payment has been processed and click "Finish".
  10. Close out of the webpage.
  11. Click the "Refresh" button.
  12. Verify the FIS payment is listed.
  13. Click on the payment.
  14. Click the "Void Payment" checkbox.
  15. Click "Save".
  16. Verify the payment void action has been saved.
Topics
• Finance
ECS-56660 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Import Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Interface Design Form Set
  • FileUploadForm
  • Form Families - Client Mode
  • FormDesigner
  • NX Sub Report [EDIT]
  • NX Test [EDIT]
  • Sub Reports - User Form Set
  • Sub Reports - Users
  • User Sub Report Designer [EDIT]
Scenario 1: Form Designer: Validate Form Import Operations
Specific Setup:
  • Two files must be created: a JSON file created by exporting a custom Form, and any file type that is not JSON.
  • The JSON created above must have been exported from one compatible Evolv system, and be used to test the importing for another compatible Evolv system.
Steps
  1. Navigate to "Setup > User Tools > Interface Designer > Form Designer".
  2. Click "Import Forms".
  3. Choose desired file that is not a supported format.
  4. Verify a validation message is shown.
  5. Choose desired JSON file.
  6. Click "Upload".
  7. Validate the custom "Form" was uploaded or not uploaded based on the results shown.
  8. Click "Form Designer".
  9. Select desired "Form Family".
  10. Validate the "Form Table" contains desired custom "Form".
  11. Validate all "Form Elements" are properly imported and linked.
Topics
• Forms • Setup
ECS-56666 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Improved Billing Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • AR Management
  • Cash Receipts for Remittance
Scenario 1: Validate Generating Multiple Billing Request
Specific Setup:

Requires services that can be billed in different batches.

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and select "Immediate Run".
  3. Fill in required fields to generate desired claims.
  4. Save.
  5. Repeat steps 2 and 3 to generate a few more "Billing Requests".
  6. Wait for billing to run.
  7. Refresh.
  8. Validate desired batches have generated.
Scenario 2: Validate Ability To Start Billing Now While "Calculate Rate" in Process
Specific Setup:
  • Test requires two finance users; one of whom has access to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
  • Test system must have claims that can have Calculate Rate applied in "Finance > Remittance Processing > Remittance Application > AR Management".
  • Test system must have billing interval set long enough to allow the test to be performed without the interval picking up available runs.
  • Test system requires a billing request to be submitted and ready to run.
Steps
  1. One test user will pull up desired test claims in AR Management and add status and action.
  2. Working in coordination, this tester will select "Calculate Rate" for these claims.
  3. While Calculate Rate is running, the second tester will click "Start Billing Now" from "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
  4. Validate that system displays message "Billing Job Started".
  5. Click "Refresh"; validate that the billing job is executing.
  6. Cancel the "Calculate Rate" changes if desired.
Topics
• Finance
ECS-56778 Summary | Details
11.0.0050, 11.0.0025.02
Staff ID Number in HL7 messages
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Immunizations - Public Health [ADD]
  • Program Listing by Agency and Service Event
  • Service Facilities Listing
  • Vaccines In Inventory
  • Staff Distinct Listing by Agency (Staff ID)
  • Vaccine Funding Source
  • VFC Eligibility
  • Inventory Container By Vaccine
Scenario 1: HL7 Outbound - Validate Sending Staff ID Numbers
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-56800 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
NIAM User Timeout
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EvolvCS Client [EDIT]
Scenario 1: Validate User Can Log Back in Successfully Following Timeout
Specific Setup:

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

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

Internal Testing Only

Steps

Internal Testing Only
Topics
• Setup
ECS-56847 Summary | Details
11.0.0050, 11.0.0025.02
Formatting The "HIV Diagnosis Date", Segment "ZHI-3"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Header
  • Select Client
  • PH MV Sexual History [EDIT]
  • PH MV HIV Risk Assessment [EDIT]
  • Client Personal Information [EDIT]
  • GenericBrowse
Scenario 1: HL7 Outbound - Sending HIV Information In ClientEventUpdate Message
Steps

Internal Testing Only.
Topics
• CareConnect
ECS-56856 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Insurance Payload Messages Integrate OrderConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Self Pay [ADD]
  • Relationship - Family Table
  • Self Pay [Edit]
Scenario 1: OrderConnect - Validate Payor Information Messages
Steps

Internal Testing Only.
Topics
• OrderConnect
ECS-56925 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Performance Improvements for Eligibility (271) Imports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Report: Clients Processed OK
  • Report: Benefits Details
  • Eligibility File
  • Benefit Assignment [EDIT]
  • Finance > Imports/Exports > Imports > Eligibility (271) Imports
Scenario 1: Validate Eligibility (271) Import
Specific Setup:

Requires a 271 Eligibility Import File.

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Eligibility (271) Imports".
  2. Click "Upload File".
  3. Select desired "271 Import File".
  4. Click "Upload".
  5. Validate "Information About The Uploaded File" is visible.
  6. Close the window.
  7. Validate the screen refreshed and it contains the uploaded "271 File".
  8. Click "Actions" and select "Client Processed Ok".
  9. Validate the report contains desired information.
  10. Close the report.
  11. Click "Actions" and select "Benefits Detail".
  12. Validate the report contains desired information".
  13. Close the report.
  14. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  15. Select a client from the "271 File".
  16. Open the "Benefit Assignment".
  17. Click on "271 Information".
  18. Validate the "271 Eligibility History" SubReport contains desired information.
Topics
• Finance • Finance Setup • Reports

 

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