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myEvolv NX 11.0.0025.03 Acceptance Tests

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ECS-53303 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Patient Statement Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Reports > Finance Reports > Patient Statement
  • Report Selection Picklist
  • Patient Statement Report
  • Patient Statement Report - Simplified
  • A/R Reporting 2.0 Form Set
  • Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
  • Patient Statement
  • Report Parameters PickList
Scenario 1: Patient Statement Report by Client - Simplified
Specific Setup:
  • Staff access to Finance Module.
  • Client has a balance.
Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
  2. Set report selection to "Patient Statement Report by Client- Simplified".
  3. Set the "From Date", and "Through Date" fields.
  4. Set the "Parameter" input box to "Client" and select desired client within the "Value" field.
  5. Click the "Preview" button.
  6. Validate the column headings are in the following sequential order: "Claim Number", "Service Date(s)", "Procedure", "Units", "Total Charge", "Ins.Adj.", "Ins Paid", "Patient Balance", "Patient Payments", "Ins Balance", "Current Patient Balance".
  7. Click the "Close" button.
Scenario 2: Patient Statement Reporting
Specific Setup:
  • Requires a client that has claims where at least one claim is billed to self pay.
  • Client should have a "Self Pay Remittance" and the self pay claim should be either paid or partially paid.
Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
  2. Set desired "Date Parameters".
  3. Select "Patient Statement Report by Client" in the "Report Selection.
  4. Set parameters to select desired client.
  5. Click "Preview".
  6. Validate the report returns the desired client with the claims for the date period.
  7. Validate the "Patient's Unapplied Balance" contains the total amount of the clients unapplied "Self Pay Checks".
  8. Validate "Patient's Total" contains desired amount.
Topics
• Client • Finance • Reports
ECS-54175 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Renewing Rates Effective Date Field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers/Contracts Setup 2.0 Form Set
  • ContractsRatesSetup
  • Payers Setup Table
  • Billing Rate - Service Based NX [EDIT]
  • Payment Rate - Placement Based [EDIT]
  • Payment Rate - Payroll [EDIT]
Scenario 1: Validate Rate Renew Option Must Require a “New Effective Date”
Specific Setup:

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

Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  2. Press "Renew" on an existing rate history.
  3. Fill out the Name and press continue.
  4. Confirm "An effective date is required." message appears.
  5. Enter an Effective Date that is before the start-date of the rate you are renewing and press continue.
  6. Confirm "New effective date must be greater than previous rate's start date." message appears.
  7. Click the "Payment Rates (A/P)" tab.
  8. Press "Renew" on an existing rate history.
  9. Fill out the Name and press continue.
  10. Confirm "An effective date is required." message appears.
  11. Enter an Effective Date that is before the start-date of the rate you are renewing and press continue.
  12. Confirm "New effective date must be greater than previous rate's start date." message appears.
  13. Click the "Payroll Rates" tab.
  14. Press "Renew" on an existing rate history.
  15. Fill out the Name and press continue.
  16. Confirm "An effective date is required." message appears.
  17. Enter an Effective Date that is before the start-date of the rate you are renewing and press continue.
  18. Confirm "New effective date must be greater than previous rate's start date." message appears.
Topics
• Finance Setup
ECS-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-55951 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Up To Three Different Medication Types Is Supported For A Single Dose
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • Medication Dispensing
  • Bulk Prepour
  • Inventory Container Management Form Set
  • Inventory Container
  • Medication Dispensing - Inventory
  • Prepour
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
  • Medication Dispensing -Inventory
  • Mount Inventory
  • Dispense
  • Alert
  • Prepour Unassigned
  • Return
  • Return Dose
  • Return Dose - Alert
  • Spill/Destroy
  • Spill/Destroy Dose
Scenario 1: MultiMed Dispensing Bulk Prepouring - Validation Pouring/Dispensing Of Three Medication Sizes Functions - Tablets
Specific Setup:
  • A client will exist that will need to be dispensed from "3" containers.
  • A client will exist that will need to be dispensed from "2" containers.
  • A client will exist that will need to be dispensed from "1" containers.
  • The 3 containers for the medication are mounted.
  • "Bulk Prepour" is enabled.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Select the "Dispense" button.
  3. Note the starting amounts on the medication containers.
  4. Select the "Bulk Prepour" tab.
  5. Fill the search out for the date the medication will be dispensed and program.
  6. Search for the clients.
  7. Deselect all clients.
  8. Select the first client in the precondition, the one that will get poured from 3 containers.
  9. Pour one dose to the client.
  10. Note the amounts that were poured and from what container sizes.
  11. Click the Inventory tab.
  12. Validate the poured doses were deducted from the containers.
  13. Exit the dispensing screen.
  14. Agency > Inventory Management > Container Management > Container Transactions.
  15. Select each container used.
  16. Valid the "Transaction Type" for the client used indicates "Poured Prepour Dose"
  17. Validate the amount is accurate to what was dispensed.
  18. Validate the "Transaction Direction" is "-1".
  19. Repeat the steps for the client that will use two containers.
  20. Repeat the steps for the client that will use one container.
Scenario 2: MultiMed Dispensing -PrePours - Validation Of Three Medication Sizes Functions - Tablets
Specific Setup:
  • Three tablet/film containers are to be mounted.
  • A client that needs to be prepoured that will use inventory from each of the containers.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Note the starting container number amounts.
  3. Select the client that will be dispensed.
  4. Prepour the client in the precondition.
  5. Validate a dialog displays indicating the amounts to hand out for each container.
  6. Validate the container number amounts decrease appropriately based off tablet amounts dispensed.
  7. Navigate to "Agency > Inventory Management > Container Management > Container Transactions"
  8. Select each container that was indicated in the sizes used.
  9. Validate client has a corresponding entry in the container with the amount used during the Pour.
  10. Repeat the process above for each of the mg amounts in the precondition.
Scenario 3: MultiMed Calculation - Dispensing - Validation Dispensing Of Three Medication Sizes Functions - Tablets
Specific Setup:
  1. Set up clients and Inventory to allow dispensing the below amounts. In this example these values were used.
  2. Three tablet sizes will exist on the system with inventory received for them.
  3. 2 mg tablets - scoreable into two sections of 1 mg each.
  4. 8 mg tablets - scoreable into 2 sections of 4 mg each.
  5. 12 mg tablets - one section.
  6. A client will exist for the following mg amounts. The below is how the tablets will be divided up.
  7. 12mg: 1x12mg tablet.
  8. 14mg: 1x12 + 1x2.
  9. 16mg: 2x8.
  10. 2mg: 1x2.
  11. 1mg: 0.5x2.
  12. 3mg: 1x2 + 0.5x2.
  13. 13mg: 1x12 + 0.5x2.
  14. 17mg: 1x12 + 2x2 + 0.5x2.
  15. 23mg: 1x12 + 1x8 + 1x2 + 0.5x2.
  16. The 3 container sizes will be mounted when dispensing occurs.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Note the starting container number amounts.
  3. Dispense each client in the precondition.
  4. Validate the container number amounts decrease appropriately based off tablet amounts dispensed.
  5. Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
  6. Select each container that was indicated in the sizes used.
  7. Validate client has a corresponding entry in the container with the amount used for the dispense.
  8. Repeat the process above for each of the mg amounts in the precondition.
Scenario 4: MultiMed Unassigned Dosing - Validation Unassigned Dosing Of Three Medication Sizes Functions - Tablets
Specific Setup:
  • A client will exist that will need to be dispensed from "3" containers.
  • A client will exist that will need to be dispensed from "2" containers.
  • A client will exist that will need to be dispensed from "1" containers.
  • The 3 containers for the medication are mounted.
  • "Bulk Prepour" is enabled.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Select the "Dispense" button.
  3. Note the starting amounts on the medication containers.
  4. Select the "Unassigned Dose" tab.
  5. Fill the search out for the date the medication will be dispensed and program.
  6. Set the dose to the amount that will use "3" containers.
  7. Validate the amounts given out are as close to full tablets as possible.
  8. Select the "Inventory" tab.
  9. Validate the containers deducted the amount
  10. Validate the amount displays on the "Medication Dispensing" form.
  11. exit dispensing
  12. Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
  13. Select each container used for the dispense.
  14. Valid the "Transaction Type" for the line is
  15. Validate the amount is accurate.
  16. Validate the "Transaction Direction" is "-1".
  17. Repeat the steps for the client that will use two containers.
  18. Repeat the steps for the client that will use one container.
Scenario 5: Multi Meds - Returning Tablet Inventory
Specific Setup:
  • Client one has been dispensed a dose from 1 tablet size.
  • Client two has been dispensed a dose from 2 tablet sizes.
  • Client three has been dispensed a dose from 3 tablet sizes.
  • The three tablet sizes will be mounted.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Select the client to return the dose to.
  3. Click the "Return" button.
  4. A listing of dispenses will display.
  5. Double click the "Return" button in the "Return" window.
  6. A "Return Dose" window will display.
  7. Validate on the one container test only 1 line displays.
  8. Validate on the two container test 2 line items display.
  9. Validate on the three containers 3 line items display.
  10. Validate the lines contain the container information.
  11. Fill in any other required fields.
  12. Save the information.
  13. Click the "Dispense" button.
  14. Validate the "Dispense" displays on the dispensing screen.
  15. Exit the dispensing window.
  16. Navigate to the "Agency > Inventory Management > Container Management > Container Transactions".
  17. Validate for each container returned to, the client name displays and the correct amount exists.
  18. Navigate to "Client > Case Management > Health Information > Medication Administration".
  19. Select the client.
  20. Validate dose line representing the dose returned, displays one time and has an "Outcome" of "Not Administered".
Scenario 6: Multi Meds - Spill/Destroy Tablets From 3 Containers
Specific Setup:
  • At least two clients have been dispensed tablets from "3" container sizes.
  • The amounts that were dispensed from the "3" containers are known.
  • The containers are mounted, and the starting amounts are known.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Select the first client.
  3. Click the "Spill/Destroy" button.
  4. Spill the dose.
  5. Validate the "Spill" functions.
  6. Validate the inventory containers have the same amount as at the start.
  7. Repeat the process again with the second client and select the "Destroy" option.
  8. Exit out of the dispensing screen.
  9. Navigate to the "Agency > Inventory Management > Container Management > Container Transactions".
  10. Select each inventory container that the destroys and spills were returned to.
  11. Validate the "spilled doses" client shows the transaction type "Spill".
  12. Validate the "destroyed doses" client shows the transaction type "Destroy".
Topics
• Dispensing • Inventory
ECS-55954 Summary | Details
11.0.0050, 11.0.0025.03
837D Dental Claims Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dental Visit [ADD]
  • PH Dental Diagnostic Radiograph Subform
  • Billing Batches Management
  • Submitter Information
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Claim Output Ready
  • Billing Run NX [DELETE]
  • PH Dental Diagnostic Radiograph [EDIT]
  • Dental Visit [EDIT]
  • Event Definitions - People Based Form Set
  • Event Categories/People - User Modifiable
  • Agency Program Services/Program-User [ADD]
  • Agency Program Services [EDIT]
  • PH Dental Preventative Subform
  • PH Dental Pit and Fissure Subform
  • PH Dental Procedures Subform
  • Receiver Information Generic [VIEW]
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
Scenario 1: Validate 837D Output Downloads After Generating File
Specific Setup:
  • Dental Service setup for billing.
  • Benefit Assignments setup for client for a Dental Service.
  • The receiver linked to the plan is set up to Output 837D.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select client and Add a Dental Service.
  3. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  4. Setup a New Immediate Run for the Dental Service.
  5. Click the Billing Processing history tab.
  6. Start a billing run.
  7. Click the Billing Batches Management tab.
  8. Open the billing batch when the billing run is completed and download 837D file.
  9. Validate DENT file downloads.
Scenario 2: 837D Dental Output Setup
Specific Setup:

Dental claims have been created.

Steps
  1. Navigate to "Agency Setup > Services Setup > By Program > Individual Services".
  2. Validate event associated to the dental procedure SubForm is configured for claims.
  3. Validate the Dental Procedure SubForm has at minimum 3 records. Form Name: Dental Visit; Form Family Name: Public Health Encounters.
  4. Validate one record has the following data values as follows:
  5. Set the "Surface 2", "Surface 3"; and "Surface 4" fields to desired option.
  6. Set the "Dental Appliance Status" field is to "I".
  7. Validate a date is in the "Dental Prior Placement Date" field.
  8. Set the "Dental Oral Cavity" field to desired option.
  9. Validate one record has the following data values as follows:
  10. Set all "Surface" fields to null.
  11. Set the "Dental Appliance Status" field is to "R".
  12. Validate a date is in the "Dental Prior Placement Date" field.
  13. Set the "Dental Oral Cavity" field to desired option.
  14. Validate one record has the following data values as follows:
  15. Set all "Surface" fields to desired option.
  16. Set the "Dental Appliance Status" field to "R".
  17. Validate the "Dental Prior Placement Date" field is set to null.
  18. Set the "Dental Oral Cavity" field to desired option.
  19. Validate the "Dental Procedures" event is linked to the Counseling Program and configured for claims.
  20. Navigate to Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info.
  21. Validate the "Claim Output Format" field" is set to "ASC X12N 837 Dental Claims Ver. 5 Release 1".
  22. Validate the "Receiver Information X12 Submissions" is set to desired receiver.
  23. Navigate to Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management.
  24. Click "New Run".
  25. Select "Start New Billing Run".
  26. Validate the "Submitter" and "Run Description" fields are populated with desired information.
  27. Save.
  28. Open the 837d output file that results for the billing run.
  29. Validate one claim is with 3 service lines for all those 3 records we created in Dental Procedure SubForm.
  30. Validate the "SV3","TOO","DTP472", and "DTP441" appear in the AR837d output file.
  31. Validate the "005010X224A2" appear in the GS and ST sections of the AR837d output file.
  32. Validate the following pattern appears in the output file.
  33. "SV3*AD:D2132" - CPT CODE on service line.
  34. *110 - Charges.
  35. *00 -"Oral Cavity".
  36. "I " "Appliance Status".
  37. TOO*JP*01 - Activity Type - "Tooth".
  38. *BI - Dental surfaces separated by a colon.
  39. "DTP*472*D8*20160129" - Date of Service.
  40. "DTP*441*D8*20160129" - Date of Service: "Dental Prior Placement Date" will appear when "Appliance Status" is "R".
  41. Test additional variations to generate claims via the following steps:
  42. Modify the service entered above.
  43. Reprocess the claim.
  44. Validate expected outcomes.
Topics
• Finance • Service Entry
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-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
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Validate Generating Multiple Billing Request
Specific Setup:

Requires services that can be billed in different batches.

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

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

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

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

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Filter for the known failed billing batch that should have produced claims.
  3. Reprocess the Billing Batch.
  4. Navigate to "Billing Processing History" tab.
  5. Start the billing run.
  6. Validate billing run successful.
  7. Navigate to "Billing Batches Management" tab.
  8. Filter for same billing batch.
  9. Validate billing batch status no longer displays as "Failed".
  10. Validate claims have been processed.
Topics
• Finance
ECS-56477 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Deleting Payroll Runs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Billing Request Payroll Run [ADD]
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Submitter Information
Scenario 1: Validate Deleting A Payroll Run
Specific Setup:
  • Requires a service and a rate that is set up to produce a "Payroll Invoice".
  • Requires a client service and a rate that can produce a "Claim".
Steps
  1. Navigate "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run".
  3. Select "Payroll Run".
  4. Fill in required fields to generate desired "Payroll Invoice".
  5. Save.
  6. Wait for billing to run.
  7. Validate a "Payroll Invoice" was generated.
  8. Click "Actions" button and select "Delete Request".
  9. Validate the "Payroll Batch" is in deleting status.
  10. Click "New Run".
  11. Select "Immediate Run".
  12. Fill in required fields to generate desired claim.
  13. Save.
  14. Wait for billing to run.
  15. Validate the claim was generated.
  16. Validate the "Payroll Run" is no longer listed.
Topics
• Finance
ECS-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-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
  • 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-56769 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
Minimize Calls Opened From Call Center Listing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CallCenterlisting
  • Call Center Search Forms [ADD]
  • Call Center Search Forms [EDIT]
  • Call Disposition with Intake [EDIT]
  • Call Disposition with Intake [VIEW] *APPROVED*
Scenario 1: Call Center – Validate When a Minimized Call Is Saved, the Call Will Be Removed From the Unsaved Calls Area
Specific Setup:

Signed call available in Call Center.

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

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

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

Internal Testing Only

Steps

Internal Testing Only

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

Requires a 271 Eligibility Import File.

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Eligibility (271) Imports".
  2. Click "Upload File".
  3. Select desired "271 Import File".
  4. Click "Upload".
  5. Validate "Information About The Uploaded File" is visible.
  6. Close the window.
  7. Validate the screen refreshed and it contains the uploaded "271 File".
  8. Click "Actions" and select "Client Processed Ok".
  9. Validate the report contains desired information.
  10. Close the report.
  11. Click "Actions" and select "Benefits Detail".
  12. Validate the report contains desired information".
  13. Close the report.
  14. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  15. Select a client from the "271 File".
  16. Open the "Benefit Assignment".
  17. Click on "271 Information".
  18. Validate the "271 Eligibility History" SubReport contains desired information.
Topics
• Finance • Finance Setup • Reports
ECS-56988 Summary | Details
11.0.0050, 11.0.0025.03
Mirror Billing Performance Optimization
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • ContractsRatesSetup
  • Billing Plan Setup NX [EDIT]
  • Placement Disruption Rules Form Set
  • Placement Disruptions Rule Setup-Client [EDIT]
  • Periods for Placement Disruption
  • Billing Weekend Rules
Scenario 1: Billing Placement Services Using "Allow Billing Non-Overnight Stay" And Transfer Is Within The Same Facility
Specific Setup:
  • Rate is flagged to bill for non-overnight stays.
  • Client has transferred beds within the same Facility.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains correct number of "Units".
  5. Click "Claim".
  6. Validate "Billed Services" contains one record for "Date of Transfer".
Topics
• Client • Finance • Finance Setup
ECS-56989 Summary | Details
11.0.0050, 11.0.0025.03
Billing Run Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Client Finance Related Information Form Set
  • FinanceInvoices
Scenario 1: Validate Billing Honors Placement Disruption Limit
Specific Setup:
  • Scenario works with client that can bill "Facility Placement" services over the span of a year.
  • "Facility Placement" rate should be set up with "Placement Disruption" rules with "Unit Limit" and will stop billing when limit is reached.
  • Client should have "Placement Disruption" that is over the "Unit Limit.
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 claim.
  4. Save.
  5. Wait for billing to run.
  6. Validate the system generated desired claims.
  7. Validate the "Placement Disruption" that is over the "Unit Limit" did not bill.
Topics
• Finance • Finance Setup
ECS-57104 Summary | Details
11.0.0050, 11.0.0025.03
Waterfall Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • Claims Submission For Remittance NX [EDIT]
  • Claim Service Lines NX Subform
  • Message from webpage - This will delete the transaction. Do you want to continue?
Scenario 1: Validate Calculate Rate Will Not Include Services Billable To Secondary Payer That Were Not Part of Original Claim
Specific Setup:
  • Requires a client with two different claims for services that were provided on the same day.
  • Claims should have same procedure code, but billed with different rate setup.
  • Client should also have a secondary "Benefit Assignment" that can bill both services, but are set up to use the same rate.
  • Services should also be set up with "Service Line Consolidation".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set parameters to filter for desired claim.
  4. Apply a partial payment to the claim.
  5. Click "Add Action".
  6. Select "Resubmit to Other".
  7. Select "Calculate Rate".
  8. Validated the resulting "Submission" contains desired unit and amount from "Secondary Payer" and the second claim is not included.
Topics
• Finance
ECS-57108 Summary | Details
11.0.0050, 11.0.0025.03
Payroll Invoices
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Billing Request Payroll Run [ADD]
  • FinanceInvoices
Scenario 1: Validate Payroll Invoice Generates After Service Has Been Billed
Specific Setup:
  • Requires a service that can be billed.
  • Service should also be set up with a "Payroll Rate".
  • Staff providing service should be set up with "Payroll".
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run".
  3. Select "Immediate Run".
  4. Fill in required fields to generate desired claim.
  5. Save.
  6. Wait for billing to run.
  7. Validate desired claim is generated.
  8. Click "New Run".
  9. Select "Payroll Run".
  10. Fill in required fields to generate a "Payroll Invoice" for the same service a claim was generated for.
  11. Save.
  12. Wait for billing to run.
  13. Validate desired "Payroll Invoice" is generated.
Topics
• Finance
ECS-57124 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07, 11.0.0025.20
NIAM User Timeout
Scenario 1: Validate NIAM Users Able To Log Back Into Session Following Timeout
Specific Setup:
  • Within Setup > System > EvolvCS System Setup > System Settings/Preferences, set the "Inactivity Timeout (hh:mm)" to 5 minutes.
  • User is configured for NIAM login.
  • System setup for NIAM logins.
Steps
  1. Login utilizing NIAM user name.
  2. Click the "Next" button.
  3. On the NIAM pop up, enter the password.
  4. Click the "Verify" button.
  5. Wait for timeout message.
  6. After the staff is timed out, repeat steps 1 thru 4.
  7. Validate staff can log back in and Windows display as expected.
Topics
• Login
ECS-57127 Summary | Details
11.0.0050, 11.0.0025.03
Dispensation Restrictions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • Alert
  • Medication Dispensing
Scenario 1: Dispensation - Validate Client Screen Displays Missed Doses Restriction
Specific Setup:

Client who missed multiple dispenses.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click Dispense.
  3. Navigate to Client tab.
  4. Search for a Client with missed dispensed doses.
  5. Validate "Client has major restrictions" message exists.
  6. Validate "Dispense blocked due to consecutive missed doses..." restriction.
Topics
• Dispensing
ECS-57146 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0000.07
My Tasks Widget Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Workgroups (All2)
  • Client Related Task - New [DELETE]
Scenario 1: Validate “My Tasks” Widget Only Displays Workgroup Tasks Scheduled for Its Enrolled Staff
Specific Setup:
  • Available admin account to log into.
  • Available Staff enrolled in Workgroup A to log into.
  • Staff not enrolled in a Workgroup B.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Workgroup Assignments".
  2. Schedule a task for Workgroup A (from setup) more than 2 months into the past.
  3. Schedule another task for the same Workgroup A for tomorrow.
  4. Schedule a third task for a different workgroup your staff is not enrolled in (i.e. Workgroup B from setup) more than 2 months into the past.
  5. Schedule a fourth task for the same Workgroup B for tomorrow.
  6. Logout of current user and login to staff enrolled in workgroup.
  7. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  8. Load "My Tasks" widget.
  9. Confirm only the task for tomorrow for Workgroup A is displayed.
  10. Confirm the other 3 tasks are not displayed.
Topics
• Widgets • Workgroup
ECS-57187 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0025.20
Lab Results Including Duplicate LOINC Codes and OrderConnect Integration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Current Medication Profile
  • Current Order Profile
  • Lab Result Detail
Scenario 1: New LOINC Entered in OrderConnect Is Stored In Medical Library and Duplicate LOINC Code Test/Results Saved
Specific Setup:
  • System configured with OrderConnect.
  • Access to LOINC Medical Library.
  • Client has existing Lab Results from OrderConnect.
Steps
  1. Navigate to "Setup > Medical Libraries Maintenance > Medical Library > LOINC" take note of a LOINC record.
  2. Navigate to "Client > Client Information > Health Information > Lab Tests".
  3. Edit the OrderConnect Lab Results.
  4. Launch OrderConnect.
  5. In the Order Connect application, navigate to lab results area and add a new result using the LOINC code and description identified earlier.
  6. Save in Order Connect, close and refresh.
  7. Navigate to "Setup > Medical Libraries Maintenance > Medical Library > LOINC"
  8. Filter for "LOINC" used.
  9. Validate record is displayed.
  10. Navigate to "Client > Client Information > Health Information > Lab Tests".
  11. Edit the OrderConnect Lab Results.
  12. Launch OrderConnect.
  13. In the Order Connect application, navigate to lab results area and add a new result using the LOINC code that is not present in the system.
  14. Save in Order Connect, close and refresh.
  15. Navigate to "Setup > Medical Libraries Maintenance > Medical Library > LOINC"
  16. Filter for the LOINC code used.
  17. Validate record is displayed.
  18. Navigate to "Client > Client Information > Health Information > Lab Tests".
  19. Launch OrderConnect.
  20. In the Order Connect application, navigate to lab results area and add a new result that is identical to a preexisting result.
  21. Validate the LOINC, dates and results are all the same.
  22. Save in Order Connect, close and refresh.
  23. Validate the "Listing" shows the duplicate test as well as the original tests.
Topics
• OrderConnect
ECS-57208 Summary | Details
11.0.0050, 11.0.0025.03
Clearing Medication Order Locks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Personal Information > Physical Characteristics
  • Medication Order Exception [Add]
  • Flexible Medication Order [ADD]
  • Manual Medication Order [ADD]
  • Medication Order [ADD]
  • Multi-Day Exception Order [Add]
  • Dispensation Programs by Client
  • Inventory Drug by Program
  • Medication Dispensing Schedule Type
Scenario 1: Record Locking - Validate The "Client Lock Manager" Releases The Record Locks On Clients using the Medication Order
Steps
  1. On the first workstation, navigate to "Client > Client Information > Health Information > Medications".
  2. Select the client.
  3. Add new medication order.
  4. On the second workstation, navigate to "Navigate to "Taskbar > System Maintenance > Application Maintenance > Client Lock Manager".
  5. Click the "Refresh" button.
  6. Validate the client displays on the list.
  7. On first workstation, select the "Cancel" button.
  8. On the second workstation, navigate to "Navigate to "Taskbar > System Maintenance > Application Maintenance > Client Lock Manager".
  9. Click the "Refresh" button.
  10. Validate the client does NOT display on the list.
  11. Redo the test with each "Medication Order Event"
  12. Flexible Medication Order
  13. Manual Medication Exception Order
  14. Manual Medication Order
  15. Medication Order
  16. Multi-Day Exception Order
  17. Redo the test clicking the "x" on the upper right corner of the form.
  18. Validate the locks clear.
Topics
• Dispensing
ECS-57287 Summary | Details
11.0.0050, 11.0.0025.03, 11.0.0025.20
Lab Results Including LOINC and OrderConnect Integration
Scenario 1: LaboratoryResult Messages - Imported LOINC Codes Support Up To 50 Characters - "Vocabularies.Code"
Steps

Internal Testing Only.
Topics
• CareConnect

 

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