myEvolv NX 11.0.0025.06 Acceptance Tests

ECS-52464 Summary | Details

11.0.0050, 11.0.0025.04

Honoring "Allow Multiple Logins" Field

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

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

Scenario 1: Validate "Allow Multiple Logins" Field is Honored

Specific Setup:

Available staff with "Allow Multiple Logins" unchecked.

Steps

Login with Desired Staff.
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select Desired Staff that is currently logged in.
Select the Agency.
Validate "Allow Multiple Logins" is unchecked.
Open myEvolv NX in a new browser (i.e. if Chrome is initial browser, use a different browser such as Edge).
Attempt to login with same Desired Staff.
Validate Response Required message "You have an open session from another location. Would you like to end that session to continue? Any unsaved work might be lost.".
Click Cancel.
Open myEvolv in a new browser (IE or Edge with IE compatibility).
Attempt to login with same Desired Staff.
Validate successful login.

Topics

• Agency

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:

Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
Report Selection Picklist
Patient Statement
Report Parameters PickList
Client > Reports > Finance Reports > Patient Statement
Patient Statement Report
Patient Statement Report - Simplified
A/R Reporting 2.0 Form Set

Scenario 1: Patient Statement Reporting

Specific Setup:

Requires a client that has claims where at least one claim is billed to self pay.
Client should have a "Self Pay Remittance" and the self pay claim should be either paid or partially paid.

Steps

Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
Set desired "Date Parameters".
Select "Patient Statement Report by Client" in the "Report Selection.
Set parameters to select desired client.
Click "Preview".
Validate the report returns the desired client with the claims for the date period.
Validate the "Patient's Unapplied Balance" contains the total amount of the clients unapplied "Self Pay Checks".
Validate "Patient's Total" contains desired amount.

Scenario 2: Patient Statement Report by Client - Simplified

Specific Setup:

Staff access to Finance Module.
Client has a balance.

Steps

Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
Set report selection to "Patient Statement Report by Client- Simplified".
Set the "From Date", and "Through Date" fields.
Set the "Parameter" input box to "Client" and select desired client within the "Value" field.
Click the "Preview" button.
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".
Click the "Close" button.

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

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
Press "Renew" on an existing rate history.
Fill out the Name and press continue.
Confirm "An effective date is required." message appears.
Enter an Effective Date that is before the start-date of the rate you are renewing and press continue.
Confirm "New effective date must be greater than previous rate's start date." message appears.
Click the "Payment Rates (A/P)" tab.
Press "Renew" on an existing rate history.
Fill out the Name and press continue.
Confirm "An effective date is required." message appears.
Enter an Effective Date that is before the start-date of the rate you are renewing and press continue.
Confirm "New effective date must be greater than previous rate's start date." message appears.
Click the "Payroll Rates" tab.
Press "Renew" on an existing rate history.
Fill out the Name and press continue.
Confirm "An effective date is required." message appears.
Enter an Effective Date that is before the start-date of the rate you are renewing and press continue.
Confirm "New effective date must be greater than previous rate's start date." message appears.

Topics

• Finance Setup

ECS-54263 Summary | Details

11.0.0050, 11.0.0025.04

Activate Treatment Plan Reviews

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

Agency Program Services-Planning Subform
Agency-Program Setup for Treatment Planning [EDIT]
Services Setup by Program Form Set
Agency Program Services-Planning - Inactive Subform
Treatment Plan Ending [EDIT]
ServicePlanList
ServicePlanProcess
Treatment Plan - Information [ADD]
Facilities Listing by Program
ServicePlanForm
Supervisors with no new
Area of Treatment Treatment Plan [REVIEW]
Service Plan Status
Goals Treatment Plan Depend on Category [REVIEW]
Objectives Treatment Plan [REVIEW]
Methods Treatment Plan [REVIEW]
SupervisorModule

Scenario 1: Validate Activating Review Treatment Plans.

Specific Setup:

The initial Treatment Plan must be created and submitted for approval before creating the Review Treatment Plan.
Be sure all the Review Treatment Plans that are being used have the same Form.
A Review Treatment Plan must be created before it is inactivated.

Steps

Navigate to "Agency Setup > Services Setup > By Program > Plan Setup".
Select desired Program.
Uncheck the Review Treatment Plan that was created previously.
Click Save.
Navigate to "Client > Case Management > Plan Development > Planning".
Search and select desired Client.
Click the "Actions" button.
Select desired Review Treatment Plan with the same Form as the deactivated Review Treatment Plan.
Fill out required fields.
Click Save.
Click the "Actions" button.
Select "Open Form" from the Actions drop down list.
Click the "Submit" button.
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval"
Click the "Actions" button.
Select "Approve" from the Actions drop down list.
Click Save.
Navigate to "Client > Case Management > Plan Development > Planning".
Click the "Refresh" button.
Verify the Review Treatment Plan status contains "Approved - Ready for Review".

Topics

• Treatment Plans

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

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.

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set search parameters to search for desired "Claim".
Click "Search".
Click on the "Balance" icon to view the timeline.
Click "Delete" button on the "Write Off" action.
Validate the action has deleted and the claim now has a "Balance".
Click on the "Claim" link.
Click "Accounting Information".
Validate the "Accounting" contains the reversing "GL Entries" for the write off action.
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

Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
Filter for desired check.
Expand the check row.
Click Actions > Print Direct Deposit Checks.
Validate "VOID" text is present.
Close the printed check.
Navigate to "Finance Setup > General Setup > Miscellaneous Setup Tables > Check Library".
Click on desired Layout that is linked to check from above.
Enable "Print 0.00 instead of Void".
Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
Filter for same check as before.
Expand the check row.
Click Actions > Print Direct Deposit Checks.
Validate "0.00" is present instead of "VOID" text.

Topics

• Finance • Finance Setup

ECS-55618 Summary | Details

11.0.0000.08, 11.0.0025.04, 11.0.0050.01, 11.0.0075

Place of Service Code and Calculate Rate

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

Claim Output Form Set
Claim Output
Place of Service Location Link Subform
Location Table (Service)
Billing Place of Service Code Setup [EDIT]
Billing Batches Management
Billing Batch Management 2.0 Form Set
BillingProcessHistory
FinanceClaims
Claim 2.0 [EDIT]
Claims Maintenance NX Form Set
Claim Submission 2.0 [EDIT]
Claim Service Lines NX Subform
Claim/Invoice Batch [VIEW]
Claim Output Ready
AR Management
Cash Receipts for Remittance
Claims Submission For Remittance NX [EDIT]
All Clients With Security Listing by PeopleID
Billing Request Action Based Run [ADD]
Action Based Run - Claim Action Types
ActionsView

Scenario 1: Validate Place of Service Updates After Changes To Finance Setup

Specific Setup:

Client has two Benefit Assignments.
Service is billable to both Benefit Assignments.
Service has Location information.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create a "Billing Run" to capture "Service" from preconditions.
Upon completion of "Billing Execution Interval", create "837 File".
Validate "Place of Service" information is present for the "Claim".
Mark "Batch" as sent.
Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
Select "Check".
Set "Filters" to search on "Claim".
Click "Deny" and "Add Action".
Select "Resubmit to Other" and use "Calculate Rate", save.
Upon completion of "Billing Execution Interval", click on "Submission" and "Batch", create "837 File".
Validate "Place of Service" information is present for the "Claim".

Scenario 2: Validate Place Of Service Code Saves When Using Calculate Rate

Specific Setup:

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

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for desired claim.
Click "Add Action".
"Resubmit" the claim using "Calculate Rate".
Validate "Place of Service" field contains desired place of service code.
Save.
Wait for billing to run.
Open the new submission.
Validate "Place of Service" contains desired place of service code.
Click on the "Batch" link.
Click "Open Batch"
Click on "Create Output".
Download the "837 Output".
Validate the "CLM" line contains desired place of service code.

Topics

• Finance • Finance Setup

ECS-55737 Summary | Details

11.0.0050, 11.0.0000.08, 11.0.0025.04

Merge Utility Collateral

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

Person Information No Anonymous [ADD]
Wizard
Client Collateral [ADD]
Relationship - Collateral Table
All Clients (secured)
Merge Utility
People Search
Person Information [ADD]
Initial Enrollment for New Person [ADD]
Outside Organizations - distinct
Referral Reason Table
Placement Events by Agency/Program - People2
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Worker Role (to a client or in a workgroup) Table

Scenario 1: Validate Duplicate People Records in Merge Utility Can Be Merged

Specific Setup:

Available Client A to be merged and deleted.
Available Client B to merge Client A into.

Steps

Navigate to "Client > Client Information > Relationships > Collaterals".
Select Client A from setup.
Add new Personal Collateral.
Fill Form and save.
Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
Select Client A as Duplicate Person.
Select Client B as Permanent Person.
Merge Client A into Client B.
Delete any remaining agency placements, program enrollments, events etc. from duplicate person.
Delete Duplicate person.
Validate Client A is deleted.

Topics

• Client • Utilities

ECS-55914 Summary | Details

11.0.0050, 11.0.0000.06, 11.0.0025.02

Dispense Screen Unassigned Doses

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

Security Schemes
Security Scheme [EDIT]
FrontDeskCheckIn
Medication Dispensing
Prepour Unassigned
Alert
Dispense
Confirm Dose(s) to Dispense
Return
Return Dose

Scenario 1: Unassigned Dosing - Validate Counts Are Accurate

Specific Setup:

Unassigned Dosing is being used.
Client must have a medication order for the amount of doses.
Navigate to "Agency Setup > Staff and Security Setup > Navigation Access > Access Definition".
Click the "Dispense Setup" tab.
Validate the "Has Unassigned Prepour Access" checkbox is on.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click the "Dispense" button.
Pour an unassigned dose.
Validate it increases and is accurate.
Pour a second.
Validate it increases and accurate.
Dispense a Client an unassigned dose.
Validate the number decreases.
Return a dose validate it increases.

Topics

• Inventory • myAM

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

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select the "Dispense" button.
Note the starting amounts on the medication containers.
Select the "Bulk Prepour" tab.
Fill the search out for the date the medication will be dispensed and program.
Search for the clients.
Deselect all clients.
Select the first client in the precondition, the one that will get poured from 3 containers.
Pour one dose to the client.
Note the amounts that were poured and from what container sizes.
Click the Inventory tab.
Validate the poured doses were deducted from the containers.
Exit the dispensing screen.
Agency > Inventory Management > Container Management > Container Transactions.
Select each container used.
Valid the "Transaction Type" for the client used indicates "Poured Prepour Dose"
Validate the amount is accurate to what was dispensed.
Validate the "Transaction Direction" is "-1".
Repeat the steps for the client that will use two containers.
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

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Note the starting container number amounts.
Select the client that will be dispensed.
Prepour the client in the precondition.
Validate a dialog displays indicating the amounts to hand out for each container.
Validate the container number amounts decrease appropriately based off tablet amounts dispensed.
Navigate to "Agency > Inventory Management > Container Management > Container Transactions"
Select each container that was indicated in the sizes used.
Validate client has a corresponding entry in the container with the amount used during the Pour.
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:

Set up clients and Inventory to allow dispensing the below amounts. In this example these values were used.
Three tablet sizes will exist on the system with inventory received for them.
2 mg tablets - scoreable into two sections of 1 mg each.
8 mg tablets - scoreable into 2 sections of 4 mg each.
12 mg tablets - one section.
A client will exist for the following mg amounts. The below is how the tablets will be divided up.
12mg: 1x12mg tablet.
14mg: 1x12 + 1x2.
16mg: 2x8.
2mg: 1x2.
1mg: 0.5x2.
3mg: 1x2 + 0.5x2.
13mg: 1x12 + 0.5x2.
17mg: 1x12 + 2x2 + 0.5x2.
23mg: 1x12 + 1x8 + 1x2 + 0.5x2.
The 3 container sizes will be mounted when dispensing occurs.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Note the starting container number amounts.
Dispense each client in the precondition.
Validate the container number amounts decrease appropriately based off tablet amounts dispensed.
Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
Select each container that was indicated in the sizes used.
Validate client has a corresponding entry in the container with the amount used for the dispense.
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

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select the "Dispense" button.
Note the starting amounts on the medication containers.
Select the "Unassigned Dose" tab.
Fill the search out for the date the medication will be dispensed and program.
Set the dose to the amount that will use "3" containers.
Validate the amounts given out are as close to full tablets as possible.
Select the "Inventory" tab.
Validate the containers deducted the amount
Validate the amount displays on the "Medication Dispensing" form.
exit dispensing
Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
Select each container used for the dispense.
Valid the "Transaction Type" for the line is
Validate the amount is accurate.
Validate the "Transaction Direction" is "-1".
Repeat the steps for the client that will use two containers.
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

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
Select the client to return the dose to.
Click the "Return" button.
A listing of dispenses will display.
Double click the "Return" button in the "Return" window.
A "Return Dose" window will display.
Validate on the one container test only 1 line displays.
Validate on the two container test 2 line items display.
Validate on the three containers 3 line items display.
Validate the lines contain the container information.
Fill in any other required fields.
Save the information.
Click the "Dispense" button.
Validate the "Dispense" displays on the dispensing screen.
Exit the dispensing window.
Navigate to the "Agency > Inventory Management > Container Management > Container Transactions".
Validate for each container returned to, the client name displays and the correct amount exists.
Navigate to "Client > Case Management > Health Information > Medication Administration".
Select the client.
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

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
Select the first client.
Click the "Spill/Destroy" button.
Spill the dose.
Validate the "Spill" functions.
Validate the inventory containers have the same amount as at the start.
Repeat the process again with the second client and select the "Destroy" option.
Exit out of the dispensing screen.
Navigate to the "Agency > Inventory Management > Container Management > Container Transactions".
Select each inventory container that the destroys and spills were returned to.
Validate the "spilled doses" client shows the transaction type "Spill".
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:

Event Definitions - People Based Form Set
Event Categories/People - User Modifiable
Agency Program Services/Program-User [ADD]
Agency Program Services [EDIT]
PH Dental Diagnostic Radiograph Subform
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]
Dental Visit [EDIT]
Dental Visit [ADD]
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]

Scenario 1: 837D Dental Output Setup

Specific Setup:

Dental claims have been created.

Steps

Navigate to "Agency Setup > Services Setup > By Program > Individual Services".
Validate event associated to the dental procedure SubForm is configured for claims.
Validate the Dental Procedure SubForm has at minimum 3 records. Form Name: Dental Visit; Form Family Name: Public Health Encounters.
Validate one record has the following data values as follows:
Set the "Surface 2", "Surface 3"; and "Surface 4" fields to desired option.
Set the "Dental Appliance Status" field is to "I".
Validate a date is in the "Dental Prior Placement Date" field.
Set the "Dental Oral Cavity" field to desired option.
Validate one record has the following data values as follows:
Set all "Surface" fields to null.
Set the "Dental Appliance Status" field is to "R".
Validate a date is in the "Dental Prior Placement Date" field.
Set the "Dental Oral Cavity" field to desired option.
Validate one record has the following data values as follows:
Set all "Surface" fields to desired option.
Set the "Dental Appliance Status" field to "R".
Validate the "Dental Prior Placement Date" field is set to null.
Set the "Dental Oral Cavity" field to desired option.
Validate the "Dental Procedures" event is linked to the Counseling Program and configured for claims.
Navigate to Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info.
Validate the "Claim Output Format" field" is set to "ASC X12N 837 Dental Claims Ver. 5 Release 1".
Validate the "Receiver Information X12 Submissions" is set to desired receiver.
Navigate to Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management.
Click "New Run".
Select "Start New Billing Run".
Validate the "Submitter" and "Run Description" fields are populated with desired information.
Save.
Open the 837d output file that results for the billing run.
Validate one claim is with 3 service lines for all those 3 records we created in Dental Procedure SubForm.
Validate the "SV3","TOO","DTP472", and "DTP441" appear in the AR837d output file.
Validate the "005010X224A2" appear in the GS and ST sections of the AR837d output file.
Validate the following pattern appears in the output file.
"SV3*AD:D2132" - CPT CODE on service line.
*110 - Charges.
*00 -"Oral Cavity".
"I " "Appliance Status".
TOO*JP*01 - Activity Type - "Tooth".
*BI - Dental surfaces separated by a colon.
"DTP*472*D8*20160129" - Date of Service.
"DTP*441*D8*20160129" - Date of Service: "Dental Prior Placement Date" will appear when "Appliance Status" is "R".
Test additional variations to generate claims via the following steps:
Modify the service entered above.
Reprocess the claim.
Validate expected outcomes.

Scenario 2: 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

Navigate to "Client > Case Management > Service Management > Service Entry".
Select client and Add a Dental Service.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Setup a New Immediate Run for the Dental Service.
Click the Billing Processing history tab.
Start a billing run.
Click the Billing Batches Management tab.
Open the billing batch when the billing run is completed and download 837D file.
Validate DENT file downloads.

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

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click the Report Designer tab.
Select desired report.
Launch the report.
Click "Run Report".
Confirm that in the results table, paging is shown in use ("Page x of y" and "Displaying 1-a of b").
Click "Save as PDF".
Confirm "Save as PDF".
Open the saved PDF file and confirm that all rows are shown without paging enabled.
Close PDF file.
Click "Print Report".
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

Navigate to "Client > Client Information > Personal Information > Sliding Fee Eligibility".
Select desired client.
Set client's "Income Information" so that "Sliding Fee Scale" will apply.
Navigate "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Check in the client's scheduled event.
Complete the event.
Click on "Run On-Demand Billing" button.
Wait for "On Demand Billing" run to process.
Click on "Review Claims" button.
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

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claims.
Save.
Repeat steps 2 and 3 to generate a few more "Billing Requests".
Wait for billing to run.
Refresh.
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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set search parameters to search for desired claims.
Add desired status to each of the claims.
On each claim click "Add Action".
Select "Resubmit and Calculate Rate".
Save.
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

Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
Select a Staff under "Duplicate Person".
Validate "This people record is linked to a staff profile; staff profiles are not allowed in merge utility" message displays.
Navigate to "Taskbar > Call Center > Call Center > Call Center".
Start a new call.
Enter person information and click "Create new person".
Do not enter intake information and click "Save and Close".
Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
Select the new person under "Duplicate Person".
Open a new tab of myEvolv.
Navigate to "Agency > Staff & Security > Staff Information > Personal Info".
Click Select Name.
Create a new staff and link them to new person created from earlier.
Switch back to original myEvolv tab.
Click "Delete Duplicate".
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

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for the known failed billing batch that should have produced claims.
Reprocess the Billing Batch.
Navigate to "Billing Processing History" tab.
Start the billing run.
Validate billing run successful.
Navigate to "Billing Batches Management" tab.
Filter for same billing batch.
Validate billing batch status no longer displays as "Failed".
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

Navigate "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Payroll Run".
Fill in required fields to generate desired "Payroll Invoice".
Save.
Wait for billing to run.
Validate a "Payroll Invoice" was generated.
Click "Actions" button and select "Delete Request".
Validate the "Payroll Batch" is in deleting status.
Click "New Run".
Select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Validate the claim was generated.
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

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Scheduled Recurring Run".
Fill in required fields.
Select desired "Recurrence Type" i.e. "Weekly".
Set "Include Services from N Periods Back" to desired value.
Check "Receiver" checkbox.
Save.
Wait for recurring billing run to process.
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
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

Navigate to "Setup > User Tools > Interface Designer > Form Designer".
Click "Import Forms".
Choose desired file that is not a supported format.
Verify a validation message is shown.
Choose desired JSON file.
Click "Upload".
Validate the custom "Form" was uploaded or not uploaded based on the results shown.
Click "Form Designer".
Select desired "Form Family".
Validate the "Form Table" contains desired custom "Form".
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

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claims.
Save.
Repeat steps 2 and 3 to generate a few more "Billing Requests".
Wait for billing to run.
Refresh.
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

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-56716 Summary | Details

11.0.0075, 11.0.0050.02, 11.0.0025.05, 11.0.0000.09

Held Claim For Service Not Approved

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

Billing Batches Management
FinanceClaims
SupervisorModule
All Clients With Security Listing by PeopleID
Submitter Information
Billing Run Request Limit People Subform
All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
BillingProcessHistory
Agency [EDIT]

Scenario 1: Validate Claim Held For Service Not Approved Is Released

Specific Setup:

Requires a claim that is held for "Service Not Approved".
Scenario works with a service that has been submitted to supervisor, but not yet approved.

Steps

Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Validate desired service is listed.
Click "Actions" button and select "Approve".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Immediate Run".
Fill in required fields to generate desired billing run.
Save.
Wait for billing to run.
Validate the billing contains desired claim and it is no longer in "Held" status.

Scenario 2: Validate Claim Held For Service Not Approved Is Released With New Claim Number

Specific Setup:

Requires a claim that is held for "Service Not Approved".
Scenario works with a service that has been submitted to supervisor, but not yet approved.

Steps

Navigate to "Agency Setup > Agency > Agency > Agency Information".
Check the flag "Delete Held Claims".
Save.
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Validate desired service is listed.
Click "Actions" button and select "Approve".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Immediate Run".
Fill in required fields to generate desired billing run.
Save.
Wait for billing to run.
Validate the billing contains desired claim with a new claim number and it is no longer in "Held" status.

Topics

• Finance

ECS-56769 Summary | Details

11.0.0050, 11.0.0025.03, 11.0.0000.07

Minimize Calls Opened From Call Center Listing

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

CallCenterlisting
Call Center Search Forms [ADD]
Call Center Search Forms [EDIT]
Call Disposition with Intake [EDIT]
Call Disposition with Intake [VIEW] *APPROVED*

Scenario 1: Call Center – Validate When a Minimized Call Is Saved, the Call Will Be Removed From the Unsaved Calls Area

Specific Setup:

Signed call available in Call Center.

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Create a New Call.
Check "Phone # Unknown" or enter a number.
Input a Client First Name and Client Last Name.
Click "Next".
Minimize the call.
Validate the call appears in both Unsaved Calls and Incomplete Calls.
Open the call from the Incomplete Calls panel. Change some data, like the "Brief Nature of Call" and save.
Minimize the call again, confirm that there is still only one instance of this call in Unsaved Calls.
Open the call from Unsaved Calls
Confirm the data change is still visible.
Click "Save & Close".
Confirm the call is now visible in Incomplete Calls and NOT visible in Unsaved Calls.
Open the call, minimize, confirm it is now in Unsaved and NOT Incomplete.
Open the call, click "Save & New call".
Minimize the new call.
Confirm the new call is visible in Unsaved Calls, and the original call is now visible in Incomplete Calls.
Open the original call from Incomplete Calls.
Finish the call, and when the "Save & Mark Completed" button is visible instead click "Minimize".
Confirm the call is visible in Unsaved Calls, open it again.
Now click "Save & Mark Completed".
Confirm the call is no longer visible in Unsaved Calls or Incomplete Calls.
Validate the call is visible in the main call area, with the column "Call Completed" showing "yes".
Open a signed call from call center.
Validate "Minimize" and "Delete" buttons are not present.

Topics

• Call Center

ECS-56786 Summary | Details

11.0.0050, 11.0.0025.04

Save as Draft for ABA Sessions

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

Staff Calendar
Session
ABA 1:1 Session
Session Notes
Session Notes Template
Save Session as draft
Confirm Completion
Save Session
Signature
Sign Off on Session
Sign Off on Session - Signature

Scenario 1: Validate ABA Sessions Start/End Times

Steps

Internal Testing Only.

Topics

• Client

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

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.

Scenario 2: Validate NIAM Users Able To Log Back Into Session Following Timeout

Specific Setup:

"Inactivity Timeout (hh:mm)" set to 5 minutes.
User configured for NIAM login.
myEvolv setup for NIAM logins.

Steps

Login with NIAM user.
Wait for timeout.
Attempt to log back in.
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

Login utilizing NIAM user name.
Click the "Next" button.
On the NIAM pop up, enter the password.
Click the "Verify" button.
Wait for timeout message.
After the staff is timed out, repeat steps 1 thru 4.
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

Navigate to "Client > Client Information > Billing Authorization > Information".
Select desired client.
Select desired "Authorization".
Scroll to "Authorization Used".
Validate the SubReport loads with the desired data.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Click "Add Action".
Select "Adjustment/Replacement".
Select "Calculate Rate".
Validate "Calculate Rate" returns desired data with updated "Units".
Save.
Wait for billing to run.
Validate "Adjustment Claim" has been generated.
Navigate to "Client > Client Information > Billing Authorization > Information".
Click "Refresh".
Scroll to "Authorization Used".
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
Report: Claim Remittance Report
Claims Maintenance NX Form Set
Claim Submission 2.0 [EDIT]
Claim Remittance Transactions Subform
Claim Receivers Setup Form Set
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: 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.

Scenario 2: Validate Remittance With Multiple Payments On Same Service Line

Specific Setup:

Requires a "Multi Service Line" claim.
Requires a "Remittance" with multiple payments for one of the service lines.

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click "Upload File" and select "Upload 835".
Select desired remittance file.
Click "Upload".
Validate file uploaded.
Navigate to "Finance > Claim Maintenance > Automatic > Submissions".
Select desired claim from remittance.
Open the submission.
Validate the "Submission" contains both payment statuses from the remittance.

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

Navigate to "Client > Client Information > Critical Information > Enrollment Information", and select your desired client.
On the desired program click the ellipsis, and set the "Actual End Date-Time" field and click "Save".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management",
Click the "New Run" button and select "Immediate Run"
Set the "Submitter", "Run Description" " Through Date".
Within the Clients Selection, set the "Limit to Client" to the client utilized within step 1 and 2.
Click the "Save" Button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History", and click on the "Start Billing Now" button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
After the billing job completes, click on the "Actions" button, and select "Open Batch"
Click the "Create Output" button, and click on the "Download Electronic File" button.
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

Navigate to "Client > Client Information > Critical Information > Enrollment Information", and select your desired client.
On the desired program click the ellipsis, and set the "Actual End Date-Time" field and click "Save".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management",
Click the "New Run" button and select "Immediate Run".
Set the "Submitter", "Run Description" " Through Date".
Within the Clients Selection, set the "Limit to Client" to the client utilized within step 1 and 2.
Click the "Save" Button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History", and click on the "Start Billing Now" button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
After the billing job completes, click on the "Actions" button, and select "Open Batch"
Click the "Create Output" button, and click on the "Download Electronic File" button.
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

Navigate to "Client > Client Information > Critical Information > Enrollment Information", and select your desired client.
On the desired program click the ellipsis, and set the "Actual End Date-Time" field and click "Save".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click the "New Run" button and select "Immediate Run".
Set the "Submitter", "Run Description" " Through Date".
Within the Clients Selection, set the "Limit to Client" to the client utilized within step 1 and 2.
Click the "Save" Button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History", and click on the "Start Billing Now" button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
After the billing job completes, click on the "Actions" button, and select "Open Batch"
Click the "Create Output" button, and click on the "Download Electronic File" button.
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

Navigate to "Finance > Imports/Exports > Imports > Eligibility (271) Imports".
Click "Upload File".
Select desired "271 Import File".
Click "Upload".
Validate "Information About The Uploaded File" is visible.
Close the window.
Validate the screen refreshed and it contains the uploaded "271 File".
Click "Actions" and select "Client Processed Ok".
Validate the report contains desired information.
Close the report.
Click "Actions" and select "Benefits Detail".
Validate the report contains desired information".
Close the report.
Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
Select a client from the "271 File".
Open the "Benefit Assignment".
Click on "271 Information".
Validate the "271 Eligibility History" SubReport contains desired information.

Topics

• Finance • Finance Setup • Reports

ECS-56968 Summary | Details

11.0.0000.08, 11.0.0025.04, 11.0.0050.01, 11.0.0075

New Referral/Client Wizard

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

Person Information [ADD]
Wizard
Merge Utility
People Search
Referral Search

Scenario 1: Validate Cannot Create New Client With Duplicate Social Security Number to Another Client

Specific Setup:

Known social security number for a Client in the system.

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Click the "Select Client" search box.
Click New and Intake - New.
Enter any Last Name, First Name, Gender.
Enter a Social Security number you know is in use already (do not use blank or all zeros).
Click Proceed.
Confirm that the search includes the client that has the SSN you entered listed.
Check "Create new record..." box and click Proceed.
Confirm that an alert opens showing
Error(s) occurred on save:
New Person record cannot be saved, return to search to address:
Duplicate Social Security #: [SSN ENTERED]
Close alert and Confirm that the Results window is still active (not locked, does not proceed).
Click Previous to return to the Search page.
Enter a valid SSN and client info.
Click Proceed.
Check "Create new record..." box and click Proceed.
Confirm the Wizard continues to the Personal Information page with the new information without validations.

Scenario 2: Validate Cannot Create New Referral With Duplicate Social Security Number to Another People Record

Specific Setup:

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

Steps

Navigate to "Referral > Agency Referral > Referral Information > Demographics".
Click Search for Referrals.
Click New Referrals Wizard.
Enter any Last Name, First Name, Gender.
Enter a Social Security number you know is in use already (not blank or all 0s, these are ignored).
Click Proceed.
Confirm that the search includes the client that has the SSN you entered listed.
Check "Create new record..." box and click Proceed.
Confirm that an alert opens showing
Error(s) occurred on save:
New Person record cannot be saved, return to search to address errors:
Duplicate Social Security #: [SSN ENTERED]
Close alert and Confirm that the Results window is still active (not locked, does not proceed).
Click Previous to return to the Search page.
Enter a valid SSN and client info.
Click Proceed.
Check "Create new record..." box and click Proceed.
Confirm the Wizard continues to the Personal Information page with the new information without errors.

Topics

• Client • Referral Application

ECS-56977 Summary | Details

11.0.0050, 11.0.0000.08, 11.0.0025.04

Merge Utility

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

Person Information [ADD]
Wizard
Initial Enrollment for New Person [ADD]
Outside Organizations - distinct
Referral Reason Table
Placement Events by Agency/Program - People2
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Worker Role (to a client or in a workgroup) Table
Facilities for Restrictions Subform
Service Providers
Restrictions Major [ADD]
Merge Utility
People Search

Scenario 1: Merge Utility – Validate Duplicate With Alerts/Restrictions Can Be Deleted After Merging

Specific Setup:

Duplicate client with Alerts/Restrictions.

Steps

Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
Select Duplicate Person.
Select Permanent Person.
Click Auto-Merge.
Validate Merge action completes.
Delete remaining agency placements for Duplicate Person.
Save.
Delete Duplicate Person.
Validate deletion of Duplicate Person.

Topics

• Utilities

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

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create "Billing Run" to capture "Placement Services".
Upon completion, open "Batch".
Validate "Claim" contains correct number of "Units".
Click "Claim".
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

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Validate the system generated desired claims.
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

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to filter for desired claim.
Apply a partial payment to the claim.
Click "Add Action".
Select "Resubmit to Other".
Select "Calculate Rate".
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

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Validate desired claim is generated.
Click "New Run".
Select "Payroll Run".
Fill in required fields to generate a "Payroll Invoice" for the same service a claim was generated for.
Save.
Wait for billing to run.
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

Login utilizing NIAM user name.
Click the "Next" button.
On the NIAM pop up, enter the password.
Click the "Verify" button.
Wait for timeout message.
After the staff is timed out, repeat steps 1 thru 4.
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

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click Dispense.
Navigate to Client tab.
Search for a Client with missed dispensed doses.
Validate "Client has major restrictions" message exists.
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

Navigate to "Client > Client Information > Critical Information > Workgroup Assignments".
Schedule a task for Workgroup A (from setup) more than 2 months into the past.
Schedule another task for the same Workgroup A for tomorrow.
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.
Schedule a fourth task for the same Workgroup B for tomorrow.
Logout of current user and login to staff enrolled in workgroup.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Load "My Tasks" widget.
Confirm only the task for tomorrow for Workgroup A is displayed.
Confirm the other 3 tasks are not displayed.

Topics

• Widgets • Workgroup

ECS-57162 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

Print Action Taken

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

General Service Note (auto date) [VIEW] *SIGNED*
Print Preview
ServicePlanList
ServicePlanForm

Scenario 1: Validate Print Action in Service Entries

Specific Setup:

Client has service events.
Client has Treatment Plan.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select "Client".
Select "Event".
Click "Print".
Navigate to "Client > Case Management > Plan Development > Planning".
Select "Treatment Plan".
Click "Print".
Navigate to "Reports > Certification Reports > MU1 Reports > Client Data Audit Log".
Set "Parameters" for "Client", click "Preview".
Confirm event and Treatment Plan Print display under "Action Taken" column.

Topics

• Client

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

Navigate to "Setup > Medical Libraries Maintenance > Medical Library > LOINC" take note of a LOINC record.
Navigate to "Client > Client Information > Health Information > Lab Tests".
Edit the OrderConnect Lab Results.
Launch OrderConnect.
In the Order Connect application, navigate to lab results area and add a new result using the LOINC code and description identified earlier.
Save in Order Connect, close and refresh.
Navigate to "Setup > Medical Libraries Maintenance > Medical Library > LOINC"
Filter for "LOINC" used.
Validate record is displayed.
Navigate to "Client > Client Information > Health Information > Lab Tests".
Edit the OrderConnect Lab Results.
Launch OrderConnect.
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.
Save in Order Connect, close and refresh.
Navigate to "Setup > Medical Libraries Maintenance > Medical Library > LOINC"
Filter for the LOINC code used.
Validate record is displayed.
Navigate to "Client > Client Information > Health Information > Lab Tests".
Launch OrderConnect.
In the Order Connect application, navigate to lab results area and add a new result that is identical to a preexisting result.
Validate the LOINC, dates and results are all the same.
Save in Order Connect, close and refresh.
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

On the first workstation, navigate to "Client > Client Information > Health Information > Medications".
Select the client.
Add new medication order.
On the second workstation, navigate to "Navigate to "Taskbar > System Maintenance > Application Maintenance > Client Lock Manager".
Click the "Refresh" button.
Validate the client displays on the list.
On first workstation, select the "Cancel" button.
On the second workstation, navigate to "Navigate to "Taskbar > System Maintenance > Application Maintenance > Client Lock Manager".
Click the "Refresh" button.
Validate the client does NOT display on the list.
Redo the test with each "Medication Order Event"
Flexible Medication Order
Manual Medication Exception Order
Manual Medication Order
Medication Order
Multi-Day Exception Order
Redo the test clicking the "x" on the upper right corner of the form.
Validate the locks clear.

Topics

• Dispensing

ECS-57220 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

Groups – "Main Service Location" Field

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

Select Group
New Group [ADD]
Support Group Classes Subform
Schedules - Group Subform
Worker Assignments Groups B2 Subform
Staff - Service Providers (Caseloads)
Group Management [EDIT]
Agency/Programs Table
Provider Sites by Agency/Program
Worker Role (to a client or in a workgroup) Table
Groups > Group > Information > General Information

Scenario 1: Modifying the "Program" Field, clears the "Main Service Location" Field

Specific Setup:

Active existing Group.
User has access to Groups module.

Steps

Navigate to “Groups >Group >Information >General Information” and select desired group.
Change the existing program within the “Program” field.
Validate the “Main Service Location” field is cleared out.
Set the "Main Service Location" field
Click the "Save" button.
Click on "Select Group", and select the group that was just modified.
Validate the "Program" field displays the new program.
Validate the "Main Service Location" displays the accurate "Main Service Location.

Scenario 2: Groups - Main Service Location Field

Specific Setup:

User has access to Groups module.

Steps

Navigate to "Groups > Group > Information > General Information".
Click on "Select Group", and click on the "New" button.
Set all the desired and required information, except the "Main Service Location" Field.
Click the "Save" button.
Validate message displays: "One or more required fields are empty: Main Service Location Please complete this form".
Click the "OK" button.
Set the desired "Main Service Location".
Click the "Save" button.
Validate the "Main Service Location" Field is present.

Topics

• Groups

ECS-57280 Summary | Details

11.0.0075, 11.0.0050.02, 11.0.0025.05

Call Center Anchored Menu Items

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

Call Disposition with Intake [EDIT]
Call Center Search Forms [ADD]
Call Center Search Forms [EDIT]
Call Center Form Test [EDIT]

Scenario 1: Call Center – Validate Anchors in Call Center Event Navigation Panel Display After Minimizing/Saving

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Create a new call, select client, click Save and Close.
Take note of anchored items.
Open existing call from Incomplete Calls.
Validate anchored items still displaying.
Click Minimize and re-open call from Unsaved Calls.
Validate anchored items still displaying.
Select an event from the call.
Take note of anchored items.
Save and Close with the event selected.
Re-open the call from Incomplete Calls.
Validate all anchored items still displaying.
Save and Close the call.
Re-open the call from Call Center Table.
Validate all anchored items still displaying.
Minimize the call.
Re-open the call from Unsaved Calls.
Validate all anchored items still displaying.
Fill remaining required information and Mark and Save Completed.
Open completed call.
Validate all anchored items still displaying.

Scenario 2: 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-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

ECS-57299 Summary | Details

11.0.0050, 11.0.0000.08, 11.0.0025.04

Billing Requests

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

Billing Batches Management
Submitter Information
Billing Batch Management 2.0 Form Set
BillingProcessHistory

Scenario 1: Execute Billing

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create a new "Billing Request".
Validate job executes and claims/invoices created as expected.

Topics

• Finance

ECS-57378 Summary | Details

11.0.0025.04, 11.0.0050.01, 11.0.0075

Uploading via Client Information Screen

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

My Client Information Form Set
Placement Disruptions: Unknown Location [ADD]
Select File for Upload
Client Information Screen Form Set
FrontDeskCheckIn
Personal Information - All Form Set

Scenario 1: Validate Document Can Be Uploaded via Client Information Screen

Specific Setup:

Three different clients must be used for testing, one for each location:
My Client Widget
Client Module Header
Front Desk
Event service form available with upload document, image upload, signature capture.
Available Client scheduled event in Front Desk.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select My Clients widget.
Click the Open Client Formset (red box and arrow) for desired Client.
Navigate to desired event form.
Add new event form.
Click "Click to Upload Document" > Upload File.
Select a file and upload.
Validate file is uploaded.
Validate Event Form window is still displaying.
Close and Navigate to "Client > Client Information > Personal Information > Demographics".
Search for a different client.
Click the Client name in the header.
Navigate to desired event form.
Add new event form.
Click "Click to Upload Document" > Upload File.
Select a file and upload.
Validate file is uploaded.
Validate Event Form window is still displaying.
Close and Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click the Client name in the scheduled event.
Navigate to desired event form.
Add new event form.
Click "Click to Upload Document" > Upload File.
Select a file and upload.
Validate file is uploaded.
Validate Event Form window is still displaying.

Scenario 2: Validate Image Can Be Uploaded via Client Information Screen

Specific Setup:

Three different clients must be used for testing, one for each location:
My Client Widget
Client Module Header
Front Desk
Event service form available with upload document, image upload, signature capture.
Available Client scheduled event in Front Desk.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select My Clients widget.
Click the Open Client Formset (red box and arrow) for desired Client.
Navigate to desired event form.
Add new event form.
Click "Click to Upload Image" > Upload File.
Select a file and upload.
Validate file is uploaded.
Validate Event Form window is still displaying.
Close and Navigate to "Client > Client Information > Personal Information > Demographics".
Search for a different client.
Click the Client name in the header.
Navigate to desired event form.
Add new event form.
Click "Click to Upload Document" > Upload File.
Select a file and upload.
Validate file is uploaded.
Validate Event Form window is still displaying.
Close and Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click the Client name in the scheduled event.
Navigate to desired event form.
Add new event form.
Click "Click to Upload Document" > Upload File.
Select a file and upload.
Validate file is uploaded.
Validate Event Form window is still displaying.

Scenario 3: Validate Signature Can Be Uploaded via Client Information Screen

Specific Setup:

Three different clients must be used for testing, one for each location:
My Client Widget
Client Module Header
Front Desk
Event service form available with upload document, image upload, signature capture.
Available Client scheduled event in Front Desk.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select My Clients widget.
Click the Open Client Formset (red box and arrow) for desired Client.
Navigate to desired event form.
Add new event form.
Click "Click to Upload Image" > Upload File.
Select a file and upload.
Validate file is uploaded.
Validate Event Form window is still displaying.
Close and Navigate to "Client > Client Information > Personal Information > Demographics".
Search for a different client.
Click the Client name in the header.
Navigate to desired event form.
Add new event form.
Click "Click to Upload Document" > Upload File.
Select a file and upload.
Validate file is uploaded.
Validate Event Form window is still displaying.
Close and Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click the Client name in the scheduled event.
Navigate to desired event form.
Add new event form.
Click "Click to Upload Document" > Upload File.
Select a file and upload.
Validate file is uploaded.
Validate Event Form window is still displaying.

Topics

• Client

ECS-57403 Summary | Details

11.0.0050, 11.0.0025.04

Scanning

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

Scan Document

Scenario 1: Validate NX Scanning - Single Page

Specific Setup:

Requires a form with "Document Link" field.
Requires a scanner with "Twain Drivers".
Requires latest "Device Hub".

Steps

Navigate to desired formset i.e "Client > Client Information > Personal Information > Consents".
Select desired client.
Click "Add New" and "Add Event".
Select desired event.
Fill in required fields.
Click on "Click to Upload Document" link.
Select "Scan Document".
Select desired scanner.
Click "Scan File".
Wait for scanner to scan the document.
Validate the scanned document appear in "Document Window".
Click "Upload File".
Validate the "Upload Document" link says "scannedfile.pdf".
Save.
Reopen the event.
Validate the "Scanned File" link exists.
Click on the "Scanned File".
Validate it the scanned document opens.

Topics

• Forms

ECS-57419 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

835 Remittances

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

FinanceImportListing
Finance File Import
Report: Claim Remittance Report

Scenario 1: Validate Adjustment Reason Displays Once

Specific Setup:

Requires duplicate "Claim Adjustment Reason".
One should be active and one should be not active.
Requires a remittance file with the "CAS Information" that includes that "Claim Adjustment Reason".

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click "Upload File" and select "Upload 835".
Select desired "Remittance File".
Set "Deposit Date".
Click "Upload".
Open the "Remittance Report".
Validate the "Claim Adjustment Reason" displays as a single record.

Topics

• Finance • Finance Setup

ECS-57422 Summary | Details

11.0.0050, 11.0.0025.04

UDF Assessment with Multiple Answers

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

NX Test Setup Answers Subform
NX Test Setup Answers (RD) Subform

Scenario 1: Validate Can Delete Non-System Assessment With Multiple Questions or Multiple Answers for Single Question

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Create a new assessment in test designer.
Add a "Multiple Answers" question.
Add 2 or more answers to the "Multiple Answers" question.
Add a "Single Answer" question.
Add 2 or more answers to the "Single Answer" question.
Save the assessment.
Delete the Single Answer question.
Confirm the question is deleted without error.
Delete the assessment.
Confirm the assessment is deleted without error.

Topics

• Assessments

ECS-57543 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

Worker Case Loads Report

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

As Of Date w Parms and Selection [ADD]
Report Selection Picklist
Report Parameters PickList
Staff - All (by Staff ID)
Report: Worker Case Loads
Print Preview

Scenario 1: Validate Worker Case Loads Report Loads

Specific Setup:

Client that is enrolled in a program.

Client has a service in the program in the past.

Steps

Navigate to "Reports > Clients > General > Worker Case Loads".
Set "Report Selection".
Select Worker under Parameter and Desired Worker under Value.
Run the report.
Validate results for clients shown as expected.
Validate last service date displays date for the most recent Service Event for the enrolled program.
Close the report and set an "As Of Date".
Run the report and validate Last Date of Service does not exceed "As Of Date".

Topics

• Staff

ECS-57591 Summary | Details

11.0.0075, 11.0.0050.02, 11.0.0025.05

Held Claims in Action Based Runs

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

Cash Receipts for Remittance
AR Management
Billing Batches Management
FinanceClaims
Submitter Information
Billing Run Request Limit People Subform
All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
BillingProcessHistory
All Clients With Security Listing by PeopleID
Claim/Invoice Batch [VIEW]
Claim Output Ready
MB Activity Event [EDIT]

Scenario 1: Validate Action Based Claim Is Released After Held

Specific Setup:

Requires a claim that can be remitted.
Service/Claim should be set up so that upon the "Resubmit" action it is in "Held" state.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Add desired status and "Resubmit" Action to the claim.
Select "Calculate Rate".
Validate "Claim service line" row appears and has a "Held Reason".
Check the "Claim Line".
Save.
Wait for billing to run.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Validate the claim is captured in an "Action Based Run" and status is "Held".
Resolve the reason for hold.
Create a new "Manual Billing" run.
After billing is complete, validate it does not contain the "Action Based Clam.
Validate the "Action Based Run" no longer contains the "Held Claim".
Reprocess the "Manual Billing Run".
After billing is complete, validate it does not contain the "Action Based Clam".
Validate the "Action Based Run" contains the "Action Based Claim" and it is no longer "Held".

Topics

• Finance

ECS-57628 Summary | Details

11.0.0050, 11.0.0025.05, 11.0.0000.09

Billing Batches Management and Billing History Screen Performance Improvements

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

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

Scenario 1: Validate Billing Batch Management Billing Processing History

Specific Setup:

Requires a service/s that can be billed.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Immediate Run".
Fill in required fields to generate a new run.
Save.
Wait for billing to run.
Validate the "Processing History" appears at the bottom.
Validate "Processing History" automatically updates with each step.
Once complete, validate "View Last Run" link appears.
Validate the screen refreshes with "New Billing Run".
Click "Actions" and select "Reprocess.
Repeat steps 6-10.

Topics

• Finance

ECS-57741 Summary | Details

11.0.0075, 11.0.0050.02, 11.0.0025.05, 11.0.0000.09

Netsmart Identity Access Manager (NIAM)

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

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

Scenario 1: Validate "Use NIAM Authentication" Field

Specific Setup:

Staff A has "Use NIAM Authentication" is set within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Staff B has access to Staff Profiles with Security.

Steps

As Staff B, navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select Staff A.
Uncheck "Use NIAM Authentication".
Save and log out.
Set "Username" as Staff A.
Click the "Next" button.
Validate the text "NIAM authentication is not enabled for user" displays.
Log in as Staff B.
Navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select Staff A, and check "Use NIAM Authentication".
Save and logout.
Log in as Staff A.
Click the "Next" button.
Verify new window appears and enter the password.
Click the "Verify" button.
Click on the person icon within the upper right section of the page and verify logged in staff is the appropriate NIAM staff (i.e. staff A).

Topics

• Agency • Staff

ECS-57833 Summary | Details

11.0.0025.04, 11.0.0050.01, 11.0.0075

Import Forms Containing Test/Assessment(s)

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

Interface Design Form Set
FormDesigner
FileUploadForm
Test Header Setup Lookup
Sub Reports for Users - All
Forms
Form Families
Columns Pick List NX
All Look-up Tables Listing (filtered)
NX Sub Form [ADD]
NX FIELD [EDIT]
NX Test [EDIT]

Scenario 1: Validate Importing an In Use Test Code Into Form Designer Displays Duplication Error

Specific Setup:

Available UDF form to export from Form Designer.

Steps

Navigate to "Setup > User Tools > Interface Design > Form Designer".
Select a Form Family.
Export a UDF form.
Navigate to "Setup > User Tools > Interface Design > Import Forms".
Upload the exported file.
Validate "Following Test code(s) in file FormExport.json already exists and in use. Please enter a new test code and try again..." error message.
Validate "Form already exists in system:..." error message.

Scenario 2: Validate Ability To Import Forms With Test/Assessments

Specific Setup:

4 forms available to import:

Existing form with existing test/assessment that is not in use.
Existing form with existing test/assessment that is in use.
New form without a test/assessment.
New form with a new test assessment.

Steps

Navigate to "Setup > User Tools > Interface Design > Import Forms".
Import each type form.
For existing form with existing test/assessment that is not in use:
Validate "Form already exists in system:..."
For existing form with existing test/assessment that is in use:
Validate "Following Test code(s) in file ... already exists and in use. Please enter a new test code and try again".
Validate "Form already exists in system:..."
For new form without a test/assessment:
Validate successful upload of form.
For new form with a new test assessment:
Validate successful upload of form and test/assessment.

Scenario 3: Form Designer: Validate Form Export Operations

Specific Setup:

The following User-Defined elements must be created in order to be added to a Form: Look-Up Table, Domain & Test, SubReport, and SubForm.

Steps

Navigate to "Setup > User Tools > Interface Designer > Form Designer".
Select desired "Form Family".
Select desired System Form.
Validate the "Export" option is not present under the "Actions" menu.
Select "Copy" from the "Actions" menu.
Set desired "Form Name" and "Form Code".
Add desired "Form Elements".
Fill out required fields for each "Form Elements".
Click "Save".
Validate saving was successful.
Select "Export" from the "Actions" menu on the custom "Form".
Validate a JSON file was created.

Topics

• Forms • Setup

ECS-57869 Summary | Details

11.0.0000.08, 11.0.0025.04, 11.0.0050.01, 11.0.0075

LA IBHIS Outpatient Episodes

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

Program Setup - No Care Day/Respite [EDIT]
Critical Information
LA County Client Information [EDIT]
Program Enrollment From Service Track [ADD]
Placement Events by Agency/Program - People2
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Worker Role (to a client or in a workgroup) Table
Program Enrollment [Edit]
Type of Admission
Admission Necessity Code
Yes No Unknown Table
Level of Hold
Conservator Court Status
Source Of Admission
AXIS IV (Psychosocial and Environmental Problems) [ADD]
Diagnosis - (Axis IV problems)
Diagnosis General - LA DMH SF Subform
Diagnosis Search Service
Priority Table
Diagnosis Status
Type of Diagnosis
Staff - All (by Staff ID)
Primary Diagnosis for a Person (by People_ID)
Type Of Discharge

Scenario 1: LA IBHIS - Allow Outpatient Episodes To Be Opened With Multiple Legal Entities

Specific Setup:

A client will exist that has all the needed information filled in to Admit into the LA IBHIS System.
At least two outpatient programs assigned to the IBHIS code of "00543" in the myEvolv System. In this example they will be the "Outpatient Program1" and "Outpatient Program2".
At least one outpatient program assigned to the IBHIS code of "01946" in the myEvolv System. In this example this will be "Outpatient Program3".
At least one inpatient program assigned to the IBHIS code of "00543" in the myEvolv System. In this example it will be "Inpatient Program1".
An enrollment record is created for an outpatient program, "Outpatient Program1". This client has not been admitted into the IBHIS System.

Steps

Navigate to the " LA County Client Information" form.
Validate the enrollment record in the precondition displays in the "IBHIS Related Program Enrollments on Record" SubReport. In this example "Outpatient Program1".
Validate there is no episode attached to the record.
Navigate to the IBHIS System.
Admit the client.
Validate an episode number is generated, In this example it will be "1".
Refresh the myEvolv form.
Validate the episode displays on the "IBHIS Related Program Enrollments on Record" SubReport. This will be on the "Outpatient Program1" record.
Enroll the client into the third outpatient program, assigned to "01946". In this example this will be "Outpatient Program3".
Admit the client into the IBHIS system.
Validate this program has the next episode number assigned. In this example it will be "2".
Refresh the myEvolv Form.
Validate the sub report is updated with the correct episode number.
Add a 3rd enrollment record to a third outpatient program, assigned to "00543". In this example it will be "Outpatient Prorgram2".
Admit the client to this program in the "IBHIS" system.
Validate the episode number is the same episode as in the first program. In this example it will be "1". In this example "Outpatient Program2" and "Outpatient Program1" will have the same episode number.
Refresh the myEvolv Form.
Validate the episode number is updated with the correct episode number.
Add an inpatient program enrollment record to IBHIS Code "0543". In this example "Inpatient Program1".
Admit the client to the IBHIS System.
Validate the episode number is the next incremented value. In this example "3".
Refresh the myEvolv Form.
Validate the episode number is updated with the correct episode number.

Scenario 2: LA IBHIS - Validate Diagnosis Functions With Multiple Episodes

Specific Setup:

A client will exist that is enrolled in at least three episodes, At least one inpatient episode and 1 outpatient episode will exist.
One of the episodes will be for a program code of "00543" in the myEvolv system, the other "01946".
The diagnosis will occur after the start dates of the episodes.

Steps

Navigate to the "LA County Information" form.
Validate the Diagnosis in the precondition exists on the form.
Access the link for sending data to LA County.
Select the first episode.
Validate the "Evolv Diagnosis Information" displays the diagnosis from the precondition.
Validate the "LA County Diagnosis Returned By GetClientDiagnosis" displays "No records to display".
Select the "Create Client Diagnosis".
Wait for the process to complete.
Validate the "LA County Diagnosis Returned By GetClientDiagnosis" contains the same information as the "Evolv Diagnosis Information".
Redo the above steps with each episode.
Validate the information is updated in the "LA County Diagnosis Returned By GetClientDiagnosis" section.

Scenario 3: LA IBHIS - Validate Discharging and Enrolling Creates A New Episode

Specific Setup:

A client exists that has multiple programs in the same episode.
The same client has other episodes that exist for other programs.

Steps

Navigate to the "Enrollment" form.
Discharge the client from the 2 programs that share the same episode.
Set the discharge date to an earlier date and time then the current date.
Fill in the required fields for the IBHIS system, in myEvolv, that need to be filled in.
Navigate to the IBHIS system.
Select the episode and discharge the client.
Validate the myEvolv system shows the two programs that shared the episode as discharged.
Create a new enrollment record for a program that the client was discharged from.
Set the enrollment date after the discharge date above.
Validate the myEvolv SubForm shows no episode on that program.
Enter the IBHIS system and admit the client.
Validate the episode is the next incremental value on the list.
Validate the episode number is not duplicated for this enrollment.

Topics

• LA IBHIS

ECS-57908 Summary | Details

11.0.0075, 11.0.0050.02, 11.0.0025.05

Delete Group

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

Select Group
New Group [ADD]
Agency/Programs Table
Provider Sites by Agency/Program
Support Group Classes Subform
Schedules - Group Subform
Group Management [EDIT]
Group Header
New Group
Support Group Classes
Schedules - Group
Staff - Service Providers (Caseloads)
Worker Assignment Groups (New Group)
Workgroup Assignments Groups B2
Groups > Group > Information > General Information
Groups > Group > Information > Enrollments
Wizard Process - Support Group Enrollment
Groups > Group > Information > Worker Assignments
Worker Assignment Groups
Groups > Group > Information > Work Group Assignments
Groups > Service Management > Service Management > Activities
Activities - Group Activities
Materials Provided
Get Date Time
Activities Short Form wo Acts(Read Only)

Scenario 1: Validate Group Can Be Created/Deleted

Steps

Navigate to "Groups > Group > Information > General Information".
Click Select Group.
Click New button.
Populate any required fields and save your new group.
Click Delete
Click OK when prompted if you really want to delete.
Validate Group deletes.
Attempt to search for deleted group.
Validate "No Information Found.".

Scenario 2: Groups - Enter Group Activity via the Activities Listing in Groups Module

Specific Setup:

Must have a scheduled group activity for test user.
The group activity has "Has Single Note" setting checked under "Agency Setup > Event Setup > Groups & Case > Events Setup."
At least three clients must be enrolled in the group for this scheduled date.

Steps

Navigate to "Groups > Service Management > Service Management > Activities."
Select your test group and appropriate Unit/Class.
Click "Add New."
Click "Add Event" and select your test group activity.
Enter "Actual Date/Time."
Click "Update."
The group activities form will now open. Validate that the "Contact Type" is equal to the group activity you selected.
Validate the "Actual Date/Time" matches what was just entered.
Enter the "Duration."
Validate the "Program Providing Service" is equal to the program associated with the group.
Enter the "Facility Providing Service" field.
Enter desired text in the "Progress Note" field.
Validate that all expected clients are listed in the "Group Members" SubForm.
Check the top "Present?" checkbox.
Validate that "Present?" is now checked for all clients
Validate that the "Start Time" matches the "Actual Time" for all clients.
Validate that the "End Time" matches the "Actual Time" plus the "Duration" for all clients.
Uncheck the "Present?" checkbox for one of the clients; validate that the "Start Time" and "End Time" are no longer populated.
Uncheck the "Present?" checkbox for another client and then check the "No Show" checkbox.
Save your group activity.
Confirm that your newly entered group activity is visible in the Activities listing.
Click on this group activity to open it.
Validate that fields on the group activities form are populated as expected.
Click "View Service" button for one of the clients marked present; validate information is present on the client form as expected.
Click "View Service" button for the client marked as no-show; validate that the "No Show" checkbox is checked on the client form.
Close client form and group activity form.
If desired, delete test group activity created during this scenario.

Topics

• Groups

ECS-58066 Summary | Details

11.0.0025.04, 11.0.0050.01, 11.0.0075

Address Overwrite on Claim Output

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

Claim 2.0 [EDIT]
FinanceClaims
Claim/Invoice Batch [VIEW]
Claim Output Ready
Service Facilities Listing
Service Facility [EDIT]
Payor-Facility License Link Subform
Payor-Facility License Link [EDIT]
Claim Receivers Setup Form Set
Receiver Information - All
Receiver Information X12 Submissions [EDIT]

Scenario 1: Validate Payer License Address Overwrite On Service Facility Outputs On 837 Claim Output

Specific Setup:

Requires a billing run with at least one claim that is set to output "837P".

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
Select desired "Receiver".
Check the flag "Output Service Facility in 837 as Service Facility".
Save.
Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select desired "Facility".
Navigate to "Licensing Info".
Add desired "Payer Specific Information" in the SubForm.
Expand the SubForm for to add an "Overwrite Address".
Validate "Do not Output as Rendering Provider" is not checked.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Select desired "Billing Run".
Open the billing run to generate the output.
Validate NM1*77 row contains desired "Facility".
Validate N3 and N4 row contain the overwrite address.
Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select desired "Facility".
Navigate to "Licensing Info".
Check the flag "Do not Output as Rendering Provider".
Save.
Repeat steps 12-14.
Validate NM1*77 row contains desired "Facility".
Validate N3 and N4 row contain the overwrite address.

Topics

• Agency • Finance

ECS-58141 Summary | Details

11.0.0075, 11.0.0050.02, 11.0.0025.05

UB-04 Output

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]
FinanceClaims
Claim/Invoice Batch [VIEW]
Claim Output Ready
Claim Output

Scenario 1: Validate Primary Payor Information Displays On UB-04 After Waterfall

Specific Setup:

Requires a claim that can be waterfalled to "Secondary Payer".
Receiver on "Secondary Payer" should be set up to output "UB-04".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Add desired "Payment".
Click "Add Action".
Select "Resubmit To Other/Waterfall".
Save.
Wait for billing to run.
Open the batch to the new submission.
Click on "Create Output".
Open the "UB-04" output.
Validate it contains desired payment and "Primary Payer" information.

Topics

• Finance

ECS-58253 Summary | Details

11.0.0025.04, 11.0.0050.01, 11.0.0075, 11.0.0000.09

270 Eligibility Files

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

Billing Batches Management
270 Output Ready
Billing Batch Claims Review
270 Output File
Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
Finance > Imports/Exports > Exports > Eligibility Requests (270)
Claim Receivers Setup Form Set
Receiver Information - All
Receiver Information 270-271 Setup [EDIT]
EligibilityManager

Scenario 1: Send 270 to RevConnect From Billing Run

Specific Setup:

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

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for desired Reciever.
Take note of "Run Description".
Click Actions > Request Eligibility (270).
Download the file.
Validate the output has single file and has "5010" in the code.
Validate the output does not have "4010" in the code.
Click Send to RevConnect.
Validate "270 submitted to SFTP" message.
Click the Claims link.
Click "Request Eligibility (270)".
Download the file.
Validate the output has single file and has "5010" in the code.
Validate the output does not have "4010" in the code.
Click Send to RevConnect.
Validate "270 submitted to SFTP" message.
Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
Validate Description cell matches step 3.
Validate Status "File Sent".

Scenario 2: Validate 270 Output File Honors "Output 270 in 5010 format" Option

Specific Setup:

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

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
Select a receiver and enable:
Break File on Max Clients
Break File on new Provider
Output 270 in 5010 format.
Click Save.
Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
Find/create request 270 file with receiver from step 2.
Select "Generate Output File".
Validate the output zip has multiple files and they all have "5010" present in output file.
Validate "4010" is not present in output file.
Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
Select same receiver and disable:
Break File on Max Clients
Break File on new Provider
Output 270 in 5010 format.
Click Save.
Navigate to Finance > Imports/Exports > Exports > Eligibility Requests (270)
Select "Generate Output File" for the same 270.
Validate the output has single file and has "4010" present in file.

Topics

• Finance • Finance Setup

ECS-58276 Summary | Details

11.0.0075, 11.0.0050.02, 11.0.0025.05, 11.0.0000.09

835 Remittance Import

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

FinanceImportListing
Finance File Import
Report: Claim Remittance Report
Claims Maintenance NX Form Set
Claim Submission 2.0 [EDIT]
Claim Remittance Transactions Subform
Report: Claim Details Report
Claims Maintenance Form Set
AR Management
Cash Receipts for Remittance
ActionsView

Scenario 1: Validate 835 Payment Withdrawal and Full Payment

Specific Setup:

Requires an "835 Remittance" with valid claims.

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click "Upload File" button.
Select "Upload 835".
Select desired "835 Remittance" file.
Set "Deposit Date".
Click "Upload" button.
Wait for "835 File" to process.
Click "Actions" button.
Select "Remittance Report".
Click on desired "Claim" link.
Click "Submissions" tab.
Validate the "Claim Remittance Status" contains "Paid".
Validate the "Claim Submission Balance" contains $0.00".
Repeat steps 2-6 for same file.
Validate "This remittance has already been processed." message.

Scenario 2: Validate Remittance With Multiple Payments On Same Service Line

Specific Setup:

Requires a "Multi Service Line" claim.
Requires a "Remittance" with multiple payments for one of the service lines.

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click "Upload File" and select "Upload 835".
Select desired remittance file.
Click "Upload".
Validate file uploaded.
Navigate to "Finance > Claim Maintenance > Automatic > Submissions".
Select desired claim from remittance.
Open the submission.
Validate the "Submission" contains both payment statuses from the remittance.

Scenario 3: Validate Remittance Upload With CAS Info In Service Line

Specific Setup:

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

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Upload 835 file.
Validate that the CAS information has been applied to the claim.

Topics

• Finance

ECS-58302 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

Creating New Staff Profile

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

Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Staff-Site Link Subform
Staff Programs Subform
Staff-Worker Role Link Subform
Staff Workgroups Enrollment Subform
Staff - Service Link Subform
Person Information No Anonymous [ADD]
Wizard
New Staff [ADD]
Staff-By-Jobtitles
Staff-Services Link Subform
Staff - By Jobtitles

Scenario 1: Staff Profile Copy Wizard

Specific Setup:

Staff user must have access to add new users.
Existing staff with values user to copy.

Steps

Click "New" in the Staff Search within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Check off the field "Enable Staff Copy". This will enable the "Staff Person Copied" field.
Enter the desired staff person to be copied from.
Validate the Sub-Forms and their values from the staff entered in step 2 is copied.

Staff Information:

a. Job Title

Worker Profile:

a. Supervises Self

b. Supervisor

c. Managing Offices (Sub‐Form)

User Access:

a. Navigation Access

b. Incident Worker Role

c. Can Access All Incidents

d. Can Access Sensitive Incidents

Programs and Worker Roles Worth with:

a. All Programs

b. Programs (Sub‐Form)

c. All Worker Roles

d. Worker Roles (Sub‐Form)

Services:

a. All Services

b. Limited to only services selected (Sub‐Form)

Enrollment into Workgroups:

a. Enrollment/Workgroup (Sub‐Form)

Navigation Preferences:

a. Personalize Navigation Settings

b. Is Navigation Docked

c. Interface Color Scheme

d. Load Last Loaded Form

e. Module

f. Sub‐Module

g. Form Set

h. Form Set Member

i. Display Most visited

j. Most Visited Maximum # of items to display

k. Most visited # of days to be considered

l. Most Recent Maximum # of items to display

m. Display Favorites

n. Display Labels of Navigation Buttons

o. Display Module Icons

p. Prevent Alert Pane from Automatically Opening

Scenario 2: Staff Profile Copy Wizard – Modifications

Specific Setup:

Staff user must have access to add new users.
Existing staff with values user to copy.

Steps

Click "New" in the Staff Search within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Check off the field "Enable Staff Copy". This will enable the "Staff Person Copied" field.
Enter the desired staff person to be copied from.
Click " Finish" to save the entry.
Validate modifications can be made to newly created staff.

Topics

• Staff

ECS-58363 Summary | Details

11.0.0025.04

Ability to Use Calculate Rate

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

AR Management
Cash Receipts for Remittance
All Clients With Security Listing by PeopleID
Claims Submission For Remittance NX [EDIT]
Claim Service Lines NX Subform

Scenario 1: Validate Calculate Rate Will Exclude 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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to filter for desired claim.
Apply a partial payment to the claim.
Click "Add Action".
Select "Resubmit to Other".
Select "Calculate Rate".
Validated the resulting "Submission" contains desired unit and amount from "Secondary Payer" and the second claim is not included.

Topics

• Finance

ECS-58373 Summary | Details

11.0.0025.04, 11.0.0050.01

835 Import

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

FinanceImportListing
Finance File Import
Report: Claim Remittance Report
Report: Claim Details Report
Claims Maintenance NX Form Set

Scenario 1: Validate Remittance Upload With CAS Info In Service Line

Specific Setup:

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

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Upload 835 file.
Validate that the CAS information has been applied to the claim.

Topics

• Finance

ECS-58446 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

Ability to Remit Co-Pay Submissions

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

FinanceImportListing
Report: Claim Remittance Report
Claims Maintenance NX Form Set
Claim Submission 2.0 [EDIT]
Claim Remittance Transactions Subform
Finance File Import
AR Management
Cash Receipts for Remittance
All Clients With Security Listing by PeopleID
Claim 2.0 [EDIT]
ActionsView

Scenario 1: Validate Applying Payment To Copay Submission

Specific Setup:

Requires a claim with a "Copay Submission" that can be remitted.
Requires a "Remittance Check" that can be applied to the "Copay Submission".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance Check".
Set parameters to search for desired "Copay Submission Claim".
Apply "Payment" to desired "Copay Submission".
Save.
Validate the payment has applied to the claim.
Validate the balance of the remittance check contains new balance.

Topics

• Finance

ECS-58508 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

Allow Multiple Logins

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

Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
EvolvCS Client [EDIT]
Profile Icon
Staff Look Up Their Own Information

Scenario 1: Validate Non-Active Directory Users "Allow Multiple Logins" is Honored

Specific Setup:

Multi-Agency System.
Configure Agency to NOT use Active Directory - make sure the first agency in the dropdown menu on login page does use Active Directory.
User configured for "Allow Multiple Logins" disabled.

Steps

Login from a device - stay logged in.
Attempt to login again with your user in a separate browser/incognito.
Validate prompt "You have an open session from another location. Would you like to end that session to continue? Any unsaved work might be lost.".
Click "Login".
Confirm successful logged in.

Scenario 2: Validate User Can Log Back in Successfully Following Timeout

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.

Scenario 3: Validate Active Directory Users "Allow Multiple Logins" is Honored

Specific Setup:

Multi-Agency System.
Configure Agency to use Active Directory - make sure the first Agency in the dropdown menu on login page does not use Active Directory.
User configured for "Allow Multiple Logins" disabled.
User configured for Active Directory login.

Steps

Login from a device - stay logged in.
Attempt to login again with user in a separate browser/incognito.
Validate prompt "You have an open session from another location. Would you like to end that session to continue? Any unsaved work might be lost.".
Click "Login".
Confirm successful logged in.

Topics

• Login • Setup

ECS-58528 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

Dispensing for Transferred Clients

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

Person Information [ADD]
Wizard
Initial Enrollment for New Person [ADD]
Outside Organizations - distinct
Referral Reason Table
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Worker Role (to a client or in a workgroup) Table
Medication Order [ADD]
Dispensation Programs by Client
Inventory Drug by Program
Medication Dispensing Schedule Type
FrontDeskCheckIn
Medication Dispensing
Container has not arrived or is expired
Alert
Dispense
Medication Order First Dispense
Critical Information
Facility Transfer [ADD]
Unit Table
Enrollment Transfer Type Look-up Table
Medication Order [Edit]
Turnstiles [EDIT]
Facilities Listing by Program

Scenario 1: Validate When Client Is Transferred to Another Facility but Still Has an Active Medication Dispense, Can Dispense in New Facility

Specific Setup:

Logged in staff setup for dispensing.
Staff can dispense from other Facilities.
Multi-facility dosing is disabled.
Program setup for dispensing in two Facilities.

Steps

Navigate to "Client > Client Information > Health Information > Medications".
Create a new Client, enrolling them in the Dispensing program on a past date (e.g., 2 days ago).
Create a med order for that date (e.g., 2 days ago).
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click Dispense.
Mount required container and search for Client.
Validate Client displays.
Dispense the first dose for the Client.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Transfer the client to a different facility where that program exists on the following date (e.g., 1 day ago).
Navigate to "Client > Client Information > Health Information > Medications".
Create a medication order for that date (e.g., 1 days ago).
This will automatically end the existing 1st med order.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "Dispense".
Search for Client.
Validate Client displays.
Try to dispense this Client. Confirm Client displays but Dispense is not available.
Navigate to "Agency Setup > Other Setups > Turnstiles > Turnstiles Setup".
Switch logged in user's turnstile to the Client's new Facility.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click Dispense.
Search for Client.
Validate Client appears.
Attempt to dispense this Client. Confirm Client AND the "Dispense" button display and medication can be dispensed.

Topics

• Agency Setup • Client • Dispensing

ECS-58541 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

270 Eligibility File and TRN03

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

EligibilityManager
Receiver Information - All
270 Output Ready
270 Output File

Scenario 1: Validate 270 Outputs Tax ID When Client Has Guarantor Name

Specific Setup:

Requires at least one client with a Benefit Assignment where "Relationship To Insured" and "Name of Insured" is not client.

Steps

Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
Click "New Request".
Select desired receiver.
Fill in remaining required fields to generate desired "270 Output File".
Save.
Click "Actions" and select "Generate Output File".
Validate the desired client is listed with the appropriate TAX ID in the TRN03 segment.

Topics

• Finance

ECS-58810 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

UB-04 Output

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

AR Management
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claims Submission For Remittance NX [EDIT]
Claim Service Lines NX Subform
FinanceClaims
Claim/Invoice Batch [VIEW]
Claim Output Ready
Claim Output

Scenario 1: Validate Place Of Service Updates On UB-04 When Using Calculate Rate

Specific Setup:

Requires a claim that can be remitted.
Client should have a secondary benefit assignment that can bill the service.
Rate on secondary benefit assignment should be set up with "Place of Service" overwrite that is different from original claim.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claims.
Apply desired status such as "Denial".
Click "Add Action" and select "Resubmit to Other".
Select "Calculate Rate".
Validate the "Submission Line" contains "Place Of Service" from secondary payer.
Save.
Wait for billing to run.
Open the 2nd submission.
Open the batch and click on "Create Output".
Download and open the "UB-04".
Validate it contains desire "Place of Service Code".

Topics

• Finance