myEvolv NX 11.0.0025 Acceptance Tests

ECS-43582 Summary | Details

Unscheduled Appointments From Mobile Caregiver+ Linked to Multiple Programs

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

Agency Program Services/Program-User Subform
Client Critical Information Form Set
Client Search
Client Service Entry
Client Service Management Form Set
Critical Information
Event Definitions Security by Program (Services)
Navigation and Menu
Non-Reconciled Draft Events [EDIT] *DRAFT*
Provider Sites by Program
Services Setup by Program Form Set
Visits
Visits > Add new visit
Visits > Complete Visit

Scenario 1: MCG+ Unscheduled Events for Service Tied to Multiple Programs

Specific Setup:

Two programs within Agency Setup > Services Setup > By Program > Individual Services, must contain an event that can be offered within MobileCaregiver+.
Staff must have access to client.
Staff must have access to MobileCaregiver+.
MobileCaregiver+ enabled environment.

Steps

Enroll a client into two programs at the same time
Initiate an unscheduled service in MobileCaregiver+
Validate the appointment displays within "Client > Case Management > Service Management > Non-Reconciled Draft Assessments".
Complete the appointment in MobileCaregiver+
Validate the appointment saves as a draft within Client > Case Management > Service Management > Non-Reconciled Draft Events.
Modify the event and validate user is able to attach a program and facility to the draft service in Evolv and save it as a non-draft service.

Topics

• Client • Third Party Solution

ECS-46957 Summary | Details

New Claim Status for Claims Rejected in 277

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

AR Management
Cash Receipts for Remittance
Finance File Import
FinanceImportListing

Scenario 1: Validate Actions On Claim With Rejected Status

Specific Setup:

Requires a claim that has a "Rejected" status from a "277 Upload".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Set search parameters to search for desired claim.
Click "Search".
Validate the claim has a status of "Rejected".
Click "Add Actions".
Validate the "Action" row is visible.
Click on "Action" dropdown list.
Validate desired "Actions" are visible.
Select "Resubmit".
Save.

Topics

• Finance

ECS-48730 Summary | Details

SubForm Listing Maintains Scroll Position

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

Client Search
Client Service Entry
Select File for Upload

Scenario 1: Validate SubForm Click Upload Action Does Not Jump to Top of Grouping

Specific Setup:

Available event with a SubForm:

Sufficient rows to require scrolling to navigate to bottom.
UDF upload is located at bottom of SubForm.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select a client and Add Event from setup.
Scroll down the SubForm such that the top of the SubForm is not visible.
Click "Click to Upload Document".
Validate page does not jump up to top of SubForm.

Topics

• Forms

ECS-48857 Summary | Details

Call Center Form

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

Call Center Form Test [EDIT]
Call Center Search Forms [ADD]
Program Listing by Agency and Service Event
Provider Sites by Program

Scenario 1: Validate Call Center Search Form Appears Active on Opening

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Create a call, fill required forms, Save and Complete.
Create another call, fill required forms, Save and Close.
Open the Completed Call.
Validate "Call Info", "Client Info" and "Client Selection" sections are enabled.
Validate "Call Documentation" section is disabled until clicked.
Open the Incomplete Call.
Validate "Call Info", "Client Info" and "Client Selection" sections are enabled.
Validate "Call Documentation" section is disabled until clicked.

Topics

• Call Center

ECS-48929 Summary | Details

Call Center Call Standalone

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

Alerts - Recipients B2 Subform
Alerts - Send [ADD]
Call Center Search Forms [ADD]
Call Disposition with Intake [EDIT]
Generic Call Center [EDIT]
Staff (All)
UpdateHistory

Scenario 1: Call Center - Validate Ability to Send an Alert and View History From “Open Call Center Call Standalone”

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Create a new call.
Fill out required fields and click "Save & Mark Completed".
Click "Actions" on the call.
Validate new “Open Call Standalone” option is available.
Click “Open Call Center Call Standalone”.
Click "Send Alert" option, populate required fields and send.
Confirm receipt of Alert.
Click "History".
Validate call history is available from new standalone window.

Topics

• Call Center

ECS-49003 Summary | Details

Client Program Discharge Utility

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

Client Program Discharge [EDIT]
ClientDischargeUtility
Closing Reasons - Program
Program listing by Agency
Type Of Discharge

Scenario 1: Client Program Discharge Utility

Specific Setup:

Program has >= 100 Clients enrolled.

Steps

Navigate to " Agency Setup > Agency > Agency > Client Program Discharge".
Fill out required fields.
Click the Preview button.
Click the "Select All" checkbox (first checkbox in the top left corner).
Click "Process".
Select "OK" in the message window to proceed the discharge.
Verify the Confirmation window exists.
Click "OK".
Go back and fill out required fields used previously.
Click "Preview".
Verify the results do not exist.

Topics

• Agency Setup • Utilities

ECS-49310 Summary | Details

Improved the Efficiency of the 837 Claim Output

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

Billing Batches Management
Claim Output Ready
Claim/Invoice Batch [VIEW]

Scenario 1: Receiver – OutputFile Name (Prefix) Field – No Space

Specific Setup:

Claim Receiver is configured with Output File Name (Prefix) with no spaces.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Set "Filters" to locate "Batch" from preconditions.
Click "Actions", and select "Outputs ASC X12N 837 Professional".
Click "Download Electronic File".
Validate the "Downloaded Electronic File" contains data.
Close the file.

Scenario 2: Receiver – OutputFile Name (Prefix) Field – With Space

Specific Setup:

Claim Receiver is configured with Output File Name (Prefix) with a space.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Set "Filters" to locate "Batch" from preconditions.
Click "Actions", and select "Outputs ASC X12N 837 Professional".
Click "Download Electronic File".
Validate the "Downloaded Electronic File" contains data.
Close the file.

Topics

• Finance • Finance Setup

ECS-49785 Summary | Details

Billing Execution Interval Based on Time Zone Offset

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

Billing Batches Management
Chrome

Scenario 1: Validate Billing Execution Interval Matches System Setting When Local TZO Differs From System TZO

Specific Setup:

Verify system "Billing Execution Interval".

Steps

Set Local Time Zone to match Evolv System Time Zone.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Validate "Next run in" time is less that "Billing Execution Interval".
Set Local Time Zone ahead of Evolv System Time Zone (i.e. if Evolv TZO is EST, set local TZO to Atlantic Time (Canada)).
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Validate "Next run in" time is less that "Billing Execution Interval".

Topics

• Finance

ECS-49835 Summary | Details

Active Directory Checkbox

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

Agency [EDIT]

Scenario 1: Validate Login Active Directory

Steps

Navigate to "Agency Setup > Agency >Agency > Agency Information".
Click the "Active Directory" tab.
Uncheck the "Active Directory" checkbox.
Click "Save".
Log out.
Verify the "Active Directory" checkbox is not present.
Set "Username" to desired value.
Click "Next".
Click "Back".
Validate "Active Directory" checkbox is not present.
Complete log in.
Navigate to "Agency Setup > Agency >Agency > Agency Information".
Click the "Active Directory" tab.
Check the "Active Directory" checkbox.
Click "Save".
Click the "Logout" button in the top right profile icon.
Verify the "Active Directory" checkbox exists.

Topics

• Login

ECS-49904 Summary | Details

Diagnosis Look Up Table Window

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

Client > Case Management > Health Information > Diagnoses Information> Listing
Client Search
Client Service Entry
Diagnoses - B2E Subform
Diagnosis General [ADD]
Diagnosis General [EDIT]
Diagnosis Information - Listing
Diagnosis Search Service
Diagnosis Search Service Frame
Diagnosis Status
Print Preview
Priority Table

Scenario 1: Validate Can Double Click Diagnosis Look Up Table

Specific Setup:

System should be IMO-enabled.
Available event with Diagnosis b2e.

Steps

Navigate to "Client > Client Information > Health Information > Diagnoses Information".
Select a client and Add New general diagnosis.
Double click (or repeatedly click) Diagnosis LUT button.
Select a diagnosis, fill form and save.
Validate Diagnosis look up table does not persist after saving.
Navigate to "Client > Case Management > Service Management > Service Entry".
Add desired event that contains Diagnosis b2e.
Double click (or repeatedly click) Diagnosis B2E LUT button.
Select a diagnosis, fill form and save.
Validate Diagnosis look up table does not persist after saving.

Topics

• Client

ECS-49910 Summary | Details

Incident Listing Report

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

Agency [EDIT]
Facilities Listing by Program
Facility Listing for Reports
Incident Participants-Known People Subform
Incidents Long Form [ADD]
Incidents Long Form [EDIT]
Location (Incident)
Participant Role in the Event
PDF
People - Event Participants
Person Type
Report Parameters PickList
Report Selection Picklist
Report: Incident Listing
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Staff-Site Link Subform
Worker Role (All) Table

Scenario 1: Validate Incident Reports

Specific Setup:

Incidents have been created and includes "Reporting Office".
Staff login.

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Search and select "Staff" from preconditions.
Click "Actions".
Select "Open Form" from the Actions drop down list.
Select "Default Incident Security" from the Incident Worker Role list.
Enable the "Incident Access?" checkbox, save.
Navigate to "Agency Setup > Agency > Agency > Agency Information".
Select "Defaults for Security" tab.
Enable the "Incidents - Only Secured by Managing Office" checkbox, save.
Log out and log in as "Staff" from preconditions.
Navigate to "Reports > Incidents > General > Listing".
Select "Order by: File Report/Type/Preparer" from the Report Selection list.
Select "Reporting Office" from the Parameter list.
Select desired Facility from the Value list.
Click Preview.
Verify Incidents are on the Report and in order.
Click "PDF" button.
Click "Save as PDF.
Open PDF.
Verify Incidents are on the Report and in order.
Click Close.
Select a different "Reporting Office", click "Preview".
Validate "No Information Found!" is displayed.

Topics

• Incidents • Reports

ECS-50166 Summary | Details

NIAM Does Not Require Regular Evolv Login Credentials

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 NIAM Authentication When Utilizing NIAM Credentials Upon Login

Specific Setup:

Select desired name from Staff Profiles with Security.
Validate the "Use NIAM Authentication" checkbox properties is checked.
Validate the "NIAM Username" is populated.

Steps

Set the "Username" inputbox to desired username.
Enter the users password.
Click the "Login" Button.
Click on the "Profile Icon" within the upper right portion of the screen to validate the "Username" set from step 1.

Scenario 2: Validate Evolv Credentials With Standard Login (NIAM Not Configured)

Specific Setup:

Select desired name within Staff Profiles with Security.
Set the "UserNIAM Authentication" checkbox properties as not checked.
Validate the "NIAM Username" is not populated.

Steps

Set the "Username" inputbox to desired username.
Select Agency.
Click the "Alternate Login" Button.
Enter the users password.
Click the "Login" Button.
Click on the "Profile Icon" within the upper right portion of the screen to validate the "Username" set from step 1.

Scenario 3: Validate Use NIAM Authentication Field

Specific Setup:

Select desired staff within Staff Profiles with Security.
Check off the "Use NIAM Authentication" field.
Save Changes.

Steps

Navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select desired staff.
Validate the "Login Name" field and the " Password" field is not required.
Check off the "Use NIAM Authentication" field.
Click X to Close.
Navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select desired staff.
Validate the "Login Name" field and the " Password" field is required.
Un-Check the "Use NIAM Authentication" field.
Click Save.

Topics

• Agency • NIAM • Staff

ECS-50439 Summary | Details

Transfer Resource Family Workers Selections

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

Staff - All (by Staff ID)
Worker Assignment Transfer - Resource Families [EDIT]

Scenario 1: Validate Checkboxes Remain Unchecked After Save in Transfer Resource Families Utility

Specific Setup:

At least one staff assigned to a Resource Family.
Two available staff in the system.

Steps

Navigate to "Taskbar > Supervisor > Supervisor > Transfer Worker Assignments - Resource Families".
Set From Worker to staff assigned with resource families.
Set From Worker to desired staff.
Set transfer date to current date.
Click "Get Families".
Choose and resource family and click Save.
Validate no checkboxes remained checked after save.

Topics

• Resource Families

ECS-50482 Summary | Details

Homeview Widget Filter

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

Agency [EDIT]

Scenario 1: My Task Widget – Validate Headers Are Aligned When Filtering Using Column Headers

Specific Setup:

Access to "Agency Setup > Agency > Agency > Agency Information".

Steps

Navigate to "Agency Setup > Agency > Agency > Agency Information".
Check the "Allow Complete As on service entry and My Tasks widget?" setting.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Display "My Tasks" widget.
Click on magnifier filter icon.
Validate validate input boxes are aligned with correct column.
Navigate to "Agency Setup > Agency > Agency > Agency Information".
Uncheck the "Allow Complete As on service entry and My Tasks widget?" setting.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Display "My Tasks" widget.
Click on magnifier filter icon.
Validate validate input boxes are aligned with correct column.

Topics

• Widgets

ECS-50491 Summary | Details

Look Up Table Drop Down List Display

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

Client Search
Client Service Entry

Scenario 1: Validate Look Up Table Dropdown Displays Above Memo Field

Specific Setup:

Available event with look up table input box preceding memo field.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select a client and Add event from setup.
Type a space into the look up input box before the meme field.
Validate the drop down table displays above the memo field options.

Topics

• Forms

ECS-50570 Summary | Details

Claim Details Report

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

Finance > Reports > Accounts Receivable > Claim Details
Provider Number/Location ID for Reports
Report Parameters PickList
Report Selection Picklist
Report: Claim Details Report
A/R Reporting 2.0 Form Set

Scenario 1: Claim Details Report - Location Code Field

Specific Setup:

Requires access to "Finance Setup > Agency Setup > Billing Provider Info > Location IDs".
The "Location Code" Field entry must be greater than 3 characters.

Steps

Navigate to "Finance > Reports > Accounts Receivable > Claim Details".
Enter "From Date" and "Through Date".
Within the "Report Selection", select "All claims".
Set the Parameter to "Location ID/Provider Number".
Click on the magnifying glass to search the "Provider Number/Location ID for Reports".
Set the "Location Code" input box to search on more than 3 characters.
Select the desired Location ID.
Click Preview.
Save.

Scenario 2: Claim Details Report – Location Code Field With Claims Produced

Specific Setup:

Requires access to "Finance Setup > Agency Setup > Billing Provider Info > Location IDs".
The "Location Code" Field entry must be greater than 3 characters.

Steps

Navigate to "Finance > Reports > Accounts Receivable > Claim Details".
Enter "From Date" and "Through Date".
Within the "Report Selection", select "All claims".
Set the Parameter to "Location ID/Provider Number".
Click on the magnifying glass to search the "Provider Number/Location ID for Reports".
Set the "Location Code" input box to search on more than 3 characters.
Select the desired Location ID.
Click Preview.
Validate claim(s) from preconditions display.
Save.

Topics

• Finance • Reports

ECS-51290 Summary | Details

OrderConnect Username

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

Client Personal Information [EDIT]
Client Search
OrderConnect Member Sign-On
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Current Medication Profile
Program Enrollments For Use With OrderConnect

Scenario 1: OrderConnect - Validate New Field

Specific Setup:

A user exists that does not have the OrderConnect Access.
A second user exists that has the OrderConnect Access.
The browser being used is compatible with Order Connect.

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select the first user, with no access to Order Connect, to be modified.
Select the "Agency".
Navigate to the "e_Prescribing" section.
Validate the "Registered with OrderConnect" check box displays.
Validate the "OrderConnect UserName" displays.
Validate the "OrderConnect Password" displays.
Validate the "OrderConnect Clinic ID" displays.
Validate when the "Registered With OrderConnect" check box is not checked the above fields are disabled.
Validate when the "Registered With OrderConnect" check box is checked the fields are enabled.
Validate when the "Registered With OrderConnect" is unchecked the "OrderConnect UserName" retains the value.
Enter values into the fields that are not valid Order Connect Logins.
Save the form.
Validate the values entered display.
Edit the fields.
Save the fields.
Validate the fields are the values saved with.
Select the second user, with access to Order Connect.
Select the "Agency".
Navigate to the "e_Prescribing" section.
Validate the "Registered with OrderConnect" check box is check marked.
Validate the "OrderConnect UserName" is the username of the Staff Selected.
Validate the "OrderConnect Password" is filled in.
Validate the "OrderConnect Clinic ID" is the correct value.
Log out of the system and back in with the first user.
Navigate to the Demographics Form.
Select a client.
Click the Order Connect button.
Validate the Order Connect Window displays.
Validate there is a message that the user login information is not correct.
Close the window.
Log out of the system.
Log back in with the user the has a valid login.
Navigate to the Demographics form.
Select a client.
Click the Order Connect button.
Validate the login window displays for Order Connect.
Validate the user can access Order Connect and log into that system.

Scenario 2: OrderConnect - Login With "OrderConnect Username" Validation - NIAM

Specific Setup:

A user configured to log into Order Connect.
The "OrderConnect Username" is the same value as the staff name in myEvolv.
The browser is compatible with Order Connect.
NIAM is configured.

Steps

Log in using the staff in the precondition.
Navigate to the Demographics form.
Click the "Order Connect" button.
Validate the OrderConnect window opens.
Log into OrderConnect.
Validate the client in OrderConnect is the client in myEvolv.
Close the client.
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Set the "OrderConnect Username" to a blank value.
Validate a warning message displays indicating that the field needs to be filled in.
Set the field to a value that is different from the username that existed and not valid in OrderConnect.
Save the value.
Log out.
Close the browser.
Log in and Repeat the above steps.
Validate OrderConnect launches and allows the user to log in.

Scenario 3: OrderConnect - Staff Name Is Different Than "OrderConnect Username" - NIAM

Specific Setup:

A browser compatible with OrderConnect.
A staff member that will need a username for OrderConnect that is different from their staff name.
NIAM is configured and used.

Steps

Log in using the staff in the precondition.
Navigate to the Demographics form.
Click the "OrderConnect" button.
Validate the OrderConnect window opens.
Validate the Login is not allowed.
Exit the window.
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select the staff that will be set up.
Check the "Registered with OrderConnect" check box.
Enter the "OrderConnect Username" that will be different from the staff name.
Fill in the "OrderConnect Password" and "OrderConnect Clinic ID".
Save the form.
Log out.
Close the browser.
Log in with the staff being modified, and Repeat the above steps
Validate OrderConnect launches and allows the user to log in.

Scenario 4: OrderConnect - Staff Name Is Different Than "OrderConnect Username" Validation

Specific Setup:

A browser compatible with OrderConnect.
A staff member that will need a username for OrderConnect that is different from their staff name.

Steps

Log in using the staff in the precondition.
Navigate to the Demographics form.
Click the "OrderConnect" button.
Validate the OrderConnect window opens.
Validate the Login is not allowed.
Exit the window.
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select the staff that will be set up.
Check the "Registered with OrderConnect" check box.
Enter the "OrderConnect Username" that will be different from the staff name.
Fill in the "OrderConnect Password" and "OrderConnect Clinic ID".
Save the form.
Log out.
Close the browser.
Log in with the staff being modified, and Repeat the above steps
Validate OrderConnect launches and allows the user to log in.

Scenario 5: OrderConnect - Validate the Login With “Orderconnect Username”

Specific Setup:

A user configured to log into OrderConnect.
The "OrderConnect Username" is the same value as the staff name in myEvolv.
The browser is compatible with OrderConnect.

Steps

Log in using the staff in the precondition.
Navigate to the Demographics form.
Click the "Order Connect" button.
Validate the OrderConnect window opens.
Log into order connect.
Validate the client in OrderConnect is the client in myEvolv.
Close the client.
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Set the "OrderConnect Username" to a blank value.
Validate a warning message displays that the field needs to be filled in.
Set the field to a value that is different from the username that existed and not valid in "Order Connect".
Save the value.
Log out.
Close the browser.
Log in and Repeat the above steps.
Validate Order Connect launches and the user can not log in.

Topics

• Agency Setup • Login • OrderConnect

ECS-51444 Summary | Details

NX Custom Reporting Actions Drop-down

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

Conditional Formatting Configuration
Folders Setup

Scenario 1: Validate NX Custom Reports “Actions” Drop-Downs Display for Last Report in Table

Specific Setup:

20+ Custom Reports to fill "All Reports" table.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Scroll to bottom of table and click "Actions" for the last report on the table.
Validate drop-down options fully display.
Search for a custom report.
Click "Actions" for the last report on the table.
Validate the drop-down options display fully.

Topics

• NX Custom Reporting

ECS-51629 Summary | Details

Ability to Change Description of Action Based Billing Runs

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

Billing Batches Management
Change Description [EDIT]
FinanceClaims

Scenario 1: Validate Changing Description of an Action Based Billing Run

Specific Setup:

Requires an "Action Based Billing Run".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Set parameters to search for "Action Based Billing Run" from preconditions.
Click "Actions" button and select "Change Batch Description".
Set desired "Batch Description".
Save.
Wait for screen to refresh.
Validate the "Remittance Batch" contains desired "Description".
Click on the "Claim" link.
Click "Change Batch Description" button.
Set desired "Batch Description".
Save.
Close the "Billing Batch Claims Review" window.
Click "Refresh" button.
Validate the "Remittance Batch" contains desired "Description".

Topics

• Finance

ECS-51630 Summary | Details

Ability to Break Action Based Run by Facility

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

All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claim Receivers Setup Form Set
Claims Submission For Remittance NX [EDIT]
FinanceClaims
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: Validate Break Action Based Run By Facility

Specific Setup:

Requires two claims that can be "Remitted".
Both claims should have different "Facility Providing Service".

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
Select desired "Receiver".
Check the flag "Break by Month" under "Action Based Run Break Logic".
Save.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to select desired claim.
Add a denial status and click "Add Action".
Select "Resubmit".
Repeat for second claim.
Save.
Wait for billing to run.
Open the resulting submission.
Click on "Batch Link".
Validate the "ABR (desired date) (desired facility)".
Close the window.
Repeat for second claim.
Validate Action Based Billing Run" name contains ABR (desired date) (desired facility)".

Topics

• Finance • Finance Setup

ECS-51631 Summary | Details

Ability to Break Action Based Run by Month

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

All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claim Receivers Setup Form Set
Claims Submission For Remittance NX [EDIT]
FinanceClaims
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: Validate Break Action Based Run By Month

Specific Setup:

Requires two claims that can be "Remitted".
Both claims "Date of Service" should be in different months.

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
Select desired "Receiver".
Check the flag "Break by Month" under "Action Based Run Break Logic".
Save.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to select desired claim.
Add a denial status and click "Add Action".
Select "Resubmit".
Repeat for second claim.
Save.
Wait for billing to run.
Open the resulting submission.
Click on "Batch Link".
Validate the "ABR (desired date) (desired month)".
Close the window.
Repeat for second claim.
Validate Action Based Billing Run" name contains ABR (desired date) (desired month)".

Topics

• Finance • Finance Setup

ECS-51848 Summary | Details

Enhanced Reliability of Report Designer

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

Conditional Formatting Configuration
Data Source Configuration - Data Sources
Report Designer

Scenario 1: NX Custom Reporting - Validating Parameters While Adding Groups

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click the "Report Designer" tab.
Select desired Report in the left-hand column.
Click the "Actions" button.
Select "Copy Report" from the Actions dropdown list.
Set the "Report Name" input box to desired Report Name.
Click the "Copy Report" button.
Click the "Data Sources" tab.
Click the "Manage Data Sources" button.
Check the desired "Data Sources" checkbox.
Click the "Save Data Sources" button.
Click Close.
Click "Manage Parameters" button.
Click "Add Group" button.
Verify the 2nd table contains the same information as the 1st table.
Click Close.
Click "Manage Data Sources" button.
Uncheck the desired "Data Sources" checkbox.
Click "Save Data Sources" button.
Click Close.
Click "Manage Parameters" button.
Click "Add Group" button.
Verify the 2nd table contains the same information as the 1st table.
Click Close.
Save the Report.

Topics

• NX Custom Reporting • Reports

ECS-51858 Summary | Details

Custom Reporting - Join Relationship Setup

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

All Tables/Views
Columns from Tables/Views
Conditional Formatting Configuration
Folders Setup
Report Join Columns Subform

Scenario 1: NX Custom Reporting - Validate Join Source

Specific Setup:

Must have a Virtual View that has a name with > 40 characters.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click the "Join Relation Setup" tab.
Click "Add New" button.
Select the Virtual View that has > 40 characters as one of the sources.
Fill out other required fields.
Click "Save".
Click into the recently created Join Relation form.
Verify the Virtual View that has > 40 characters is shown.
Click the "Left Outer Join" radiobutton.
Click "Save".
Click into the recently created Join Relation form.
Verify the Virtual View that has > 40 characters is shown.
Click "Close".

Topics

• NX Custom Reporting

ECS-51979 Summary | Details

Client Data Audit Log Hyperlinks Available

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

Certification Reports MU2 Form Set
Client Personal Information [VIEW]
Date/Time Range (Req) with Parms and Select [ADD]
Report Parameters PickList
Report Selection Picklist
Report: Client Data Audit Log Report

Scenario 1: MU2 Report - Client Data Audit Log

Specific Setup:

Staff working within the Client Module within Navigation Date.

Steps

Navigate to " Reports > Certification Reports > MU2 Reports > Client Data Audit Log".
Enter "From Date/Time" and "Through Date/Time".
Enter "Report Selection" of "Order by: Staff Name/Date/SQL Statement".
Select the Parameter of "Staff".
Enter Value for the appropriate Staff Name.
Click the "Preview" Button.
Validate "Form Name" fields display hyperlink.
Validate clicking on hyperlink directs user to the appropriate form.

Topics

• Reports

ECS-52020 Summary | Details

Held Claims and Batches Limited by Line of Service

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

Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Client Search
Diagnosis General [ADD]
Diagnosis Search Service
FinanceClaims
Immediate Billing Run Request [ADD]
Line of Service
Priority Table
Submitter Information

Scenario 1: Validate Held Claim Is Not Release In Billing Run Limited To Line Of Service

Specific Setup:

Scenario works with two claims that are held, for no primary diagnosis.
Requires "Line Of Service" to be set up.
One claim can be captured with the "Line of Service".
Second cannot be captured in the "Line of Service".

Steps

Navigate to "Client > Client Information > Health Information > Diagnoses Information".
Select desired client.
Add a "Primary Diagnosis" client.
Repeat steps for second client to resolve the reason for hold.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run"
Select "Start New Billing Run".
Fill in required fields to create a billing run.
Set "Line of Service" to desired line of service.
Repeat steps to create a second billing run, not limited to "Line of Service".
Wait for billing to run.
Validate the billing run that is not limited "Line of Service" contains the desired claim.

Topics

• Finance

ECS-52288 Summary | Details

Copy Test

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

Basic Assessment [ADD]
Client Search
Client Service Entry
Event Amend Reason
People Assessments Cross Forms Based

Scenario 1: Validate Copied Services

Specific Setup:

Program has an assessment event that can be amended.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired Client.
Click "Add Event".
Select assessment event from preconditions.
Fill out desired fields, save.
Submit service.
Click "Actions" and select "Amend Service".
Select desired Amend reason.
Click Close.
Verify both the newly created assessment and amended assessment are present.
Click "Add Event".
Select same Event used previously from the "Add Event" dropdown list.
Click "Copy Test" link.
Verify the newest assessment displays and not the amended assessment.
Click on the Event.
Fill out required fields.
Click Save.
Verify the recently copied Event is listed.

Topics

• Client • Service Entry

ECS-52335 Summary | Details

Ability to Edit Treatment Plan Print Output

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

Client Search
Print Preview
ServicePlanForm
ServicePlanList

Scenario 1: Treatment Plan – Validate "Edit Print Content" Hides/Shows Content on Print Preview

Specific Setup:

Client with initial treatment plan available to print.
Client with treatment plan review available to print.

Steps

Navigate to "Client > Case Management > Plan Development > Planning".
Select a Desired Client.
Open Desired Initial Treatment Plan.
Click Print.
Validate "Edit Print Content" button exists.
Validate items can be hidden/shown and that the corresponding item in the print preview hides/shows.
Validate full sections can be hidden/shown and that the corresponding section in the print preview hides/shows.
Repeat steps 3-7 using a Treatment Plan Review.

Topics

• Treatment Plans

ECS-52473 Summary | Details

Adjustment Claims

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

ActionsView
All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claims Maintenance NX Form Set

Scenario 1: Validate Actions On An Adjustment Claim

Specific Setup:

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

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set search parameters to search for desired claim.
Validate the "Status" of the adjustment claim is listed as "No Remit".
Add a "Denial" to the claim.
Click "Add Action".
Select "Action" dropdown box.
Validate the actions "Write Off, Resubmit, Resubmit To Other, Adjustment and Void" are listed.
Select "Resubmit"
Validate "Submit To" contains same payer.
Save.
Wait for billing to run.
Click on desired "Adjustment Claim" link.
Click on "Submissions" tab.
Validate the second submission is listed.
Validate "Claim Frequency" is "Replacement of Prior Claim".
Delete the action.
Click "Add Action" and select "Write Off".
Save.
Validate the claim balance is zero.
Delete the action.
Click "Add Action" and select "Adjustment".
Save.
Validate a new "Adjustment Claim" is created.

Scenario 2: Validate Resubmit To Other Action On An Adjustment Claim

Specific Setup:

Requires a client with a claim that has been "Adjusted".
Client should have a "Secondary Benefit Assignment" that can also bill the service.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set search parameters to search for desired claim.
On the "Adjustment Claim" add a "Partial Payment".
Click "Add Action".
Select "Action" dropdown box.
Select "Resubmit To Other".
Validate "Submit To" contains desired "Secondary Payer".
Save.
Wait for billing to run.
Click on desired "Adjustment Claim" link.
Click on "Submissions" tab.
Validate the second submission is listed.
Validate "Claim Frequency" is "Admit thru Discharge Claim".
Validate "Claim Submission" has desired "Payer" and "Balance".

Topics

• Finance

ECS-52721 Summary | Details

SearchCarePlan Sent via CareFabric

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

All Clients With Security Listing by PeopleID
bells.ai
SupervisorModule

Scenario 1: Support Parameters Added to SearchCarePlan Payload

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-52810 Summary | Details

Staff Profile Copy Wizard

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

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

Specific Setup:

Staff user must have access to add new users.
Existing staff with values user is wishing 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 Navigation Preferences indicated below, and their values from the staff entered in step 2.
Navigation Preferences:

Load Last Loaded Form

Module

Sub‐Module

Form Set

Form Set Member

Scenario 3: Staff Profile Copy Wizard – Modifications

Specific Setup:

Staff user must have access to add new users.
Existing staff with values user is wishing 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-52920 Summary | Details

Improved Accuracy of Un-Applied Balances on Remittance Look-Up-Tables

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

AR Management
Claim Remittance Transactions Subform
Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set
All Clients With Security Listing by PeopleID
Cash Receipts for Remittance
Cash Received Log
Check for report
Report Parameters PickList
Report Selection Picklist
Report: Cash Receipt Report
Report: Claim Remittance Report

Scenario 1: Validate Applying A Payment Via Open Remittance Widget

Specific Setup:

Requires access to "Open Remittance" Widget.
Requires an open remittance with available balance.
Requires a claim that can be paid via the remittance.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
In "Open Remittance" widget, click on "Open Cash Application Form" button.
Click "View Filters".
Set "Search Parameters" to select desired claim.
Click "Search" button.
Apply desired payment to the claim.
Save.
Click on "Claim Link".
Click "Submissions" tab.
Click "Actions" and select "Open Form".
Click "Claim Status".
Validate in "Claim Remittance Transactions" SubForm "Remittance Check" contains desired check.

Scenario 2: Validate Remittance Unapplied Balance

Specific Setup:

Requires an "Adjustment Claim" that can be remitted.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Validate "Current Balance" of the remittance.
Apply payment to the claim.
Save.
Validate "Current Balance" is updated with desired amount.
Navigate to "Finance > Reports > Accounts Receivable > Remittance".
Set parameters to desired "Remittance.
Select desired "Report Selection".
Click "Preview".
Validate the report displays desired "Un-applied Balance'".

Topics

• Finance • Reports • Widgets

ECS-53025 Summary | Details

Support Added for Facility NPI Override Field

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

837 File
All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Provider Number Type
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
Client Search
Critical Information
Facility Placement for a Person [EDIT]
FinanceClaims
Immediate Billing Run Request [ADD]
Outside Organizations [EDIT]
Outside Organizations and Schools
Outside Organizations Form Set
Outside Organizations in Agency Module Only
Payers of Agency
Payor-Facility License Link [ADD]
Payor-Facility License Link [EDIT]
Payor-Facility License Link Subform
Plans/Contracts by Payer and Receiver
Receiver Information - All
Receiver Information X12 Submissions [EDIT]
Submitter Information

Scenario 1: Validate Facility Override Information Outputs On 837 Output In Loop 2310C

Specific Setup:

Requires a service that can be billed.
"Facility Placement" form must have "Facility Override" field flagged as "Visible".
"Output Service Facility in 837 as Service Facility" checked under "Receiver Setup".

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select desired client.
Click on "Display Menu of Actions" on the facility placement and select "Correct Placement Information".
Click on "Facility Override" field and select desired "Outside Org".
Save.
Navigate to "Agency > Service Locations > Outside Organizations > General Information".
Select "Outside Org" from step 4.
Fill in "Payor-Specific Licensing Info" with desired "Payor/Plan, Licensing Info and Address Information".
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 claim.
Wait for billing to run.
Output and download the 837 output for the claim.
Validate "NM*82 and NM*77* segments contain "Outside Org" information.

Topics

• Finance • Finance Setup

ECS-53064 Summary | Details

Missing Staff IDs for Incoming Referrals Will Be Supported

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

Client Search
Referrals to another Agency [EDIT]

Scenario 1: PutOutgoingReferral - Incoming Referrals Will Allow Missing Staff ID's

Steps

Internal Testing Only.

Topics

• CareConnect • Program Referrals

ECS-53263 Summary | Details

Call Center

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

Alert [EDIT]
Alert Call Center V2 [ADD]
Call Center Search Forms [ADD]
Call Disposition with Intake [EDIT]
CallCenterlisting
Event Definitions with Category
Restrictions Major [Edit]

Scenario 1: Validate Call Center Navigation Panel

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Start a new call.
Fill in required fields for the caller information.
Select desired event for the call.
Under "Participating Staff/Notes" fill in a new note.
Fill in remaining fields for the call and save.
Re-open the call.
Validate the Navigation Panel displays single "Participating Staff/Notes" anchor.

Topics

• Call Center

ECS-53306 Summary | Details

Save PutDisclosure CareFabric Messages to Database

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

CareConnect Inbox Provider Search
Client Association
Client Search
Taskbar > Care Exchange > Care Exchange > CareConnect Inbox
Manual Disclosures [EDIT]

Scenario 1: CareConnect Inbox Send Referral and CCD to Outside Agency

Steps

Internal Testing Only

Scenario 2: Validate PutDisclosure Messages

Steps

Internal Testing Only.

Topics

• CareConnect Inbox • Client

ECS-53390 Summary | Details

PWK Segment for 837I Claim Output

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

837 File
Billing Batches Management
Claim Output Ready
Claim Paperwork Attachment Report Type
Claim Paperwork Attachment Transmission Code
Claim Submission 2.0 [EDIT]
Claim/Invoice Batch [VIEW]
Claims Maintenance NX Form Set
FinanceClaims

Scenario 1: Validate Paperwork Outputs On 837 Institutional File

Specific Setup:

Requires a claim that is linked to a "Receiver" that is set to output "837 Institutional File".
Claim should not be marked sent.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click on desired "Claim Batch".
Click on desired "Claim" link.
Click on "Submissions" tab.
Open the submission.
Click on "Paperwork".
Check "Attach Paperwork".
Enter "Attachment Control Number".
Select "Attachment Type" and Transmission Type".
Save.
Close the window.
Click on "Open Batch".
Click "Create Output".
Download the "Electronic File'.
Open the 837I File.
Validate it contains the segment "PWK" with the desired "Paperwork Attachment" info.

Topics

• Finance

ECS-53447 Summary | Details

Calculate Rate Resubmissions

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

AR Management
Cash Receipts for Remittance

Scenario 1: Editing the From/Through Date Editable Fields in the Action Line Resubmit Using Calculate Rate

Specific Setup:

Requires a claim that is ready to be remitted.
Requires remittance on record.
Client should have an active Benefit Assignment that can re-bill the service.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select "Remittance Check".
Set "Filters" to search on "Claim" from preconditions.
Enter "Payment".
Click "Add Action" and select of "Resubmit" from the "Action" dropdown box.
Select "Calculate Rate" from the "Amount Type" dropdown box.
Validate results returned.
Set The "From Date" and the "To Date" input boxes.
Select "Calculate Rate" from the "Amount Type" dropdown box.
Validate new results based on updated dates.
Click "Save".
Validate claim submission has new resubmission for date(s) entered.

Scenario 2: Editing the From/Through Date Fields Within the Action Line Resubmit to Other Using Calculate Rate

Specific Setup:

Requires a claim that is ready to be remitted.
Requires remittance on record.
Client should have an active Benefit Assignment that can re-bill the service.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select "Remittance Check".
Set "Filters" to search on "Claim" from preconditions.
Enter "Payment".
Click "Add Action" and select of "Resubmit to other" from the "Action" dropdown box.
Select "Calculate Rate" from the "Amount Type" dropdown box.
Validate results returned.
Set The "From Date" and the "To Date" input boxes.
Select "Calculate Rate" from the "Amount Type" dropdown box.
Validate results returned based on new date range.
Click Save.
Validate claim submission has new resubmission for date(s) entered.

Scenario 3: Editing From/Through Date Editable Fields in the Action Line – Adjustment Using Calculate Rate

Specific Setup:

Test claim exists for remittance to be posted.
Remittance on file with available balance.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select "Remittance Check".
Set "Filters" to search on "Claim" from preconditions.
Enter "Payment".
Click "Add Action" and select of "Adjustment.
Select "Calculate Rate" from the "Amount Type".
Validate results returned.
Set The "From Date" and the "To Date" input boxes.
Select "Calculate Rate" from the "Amount Type" dropdown box.
Validate results return with the new date range set.
Check off the newly created claim submissions desired.
Click "Save".
Validate adjustment submission contains desired results.

Topics

• Finance

ECS-53488 Summary | Details

Added Support for DOC Additional Rate

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Client Search
Critical Information
FinanceClaims
Immediate Billing Run Request [ADD]
Program Enrollment Modifier [EDIT]
Submitter Information

Scenario 1: Validate Claim Includes DOC Additional Rate

Specific Setup:

Requires a client that can bill "Facility Placement".
Facility Placement Rate should have "DOC Additional Rate" set.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select desired client.
Click "Display Menu of Actions" and select "New Program Modifier".
Fill in required fields.
Set "DOC Points" to desired amount".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Start New Billing Run".
Fill in required fields to bill for desired client.
Wait for billing to run.
Open the resulting claim.
Validate the amount of the claim is the "Rate + (DOC Additional Rate x DOC Points)".

Topics

• Finance

ECS-53582 Summary | Details

Printing Reports Using Save As PDF Option

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]
Client Search
PDF
Receiver Information for Report
Report Parameters PickList
Report Selection Picklist
Report: Billing Statement Secure
Report: Client Roster Report
Report: Events Clients

Scenario 1: Validate Save as PDF Option in Billing Statement Report

Steps

Navigate to "Reports > Events > Work Flows > Clients".
Fill out required fields.
Click the "Preview" button.
Click "Save As PDF" button.
Click the "Save as PDF" button.
Open the PDF.
Verify the PDF displays header, footer, page numbers, and data as expected.
Navigate to "Client > Reports > General Reports > Client Roster".
Fill out required fields.
Click the "Preview" button.
Click "Save As PDF" button.
Click the "Save as PDF" button.
Open the PDF.
Verify the PDF displays header, footer, page numbers, and data as expected.
Navigate to "Client > Reports > Finance Reports > Billing Statement".
Fill out required fields.
Click the "Preview" button.
Click "Save As PDF" button.
Click the "Save as PDF" button.
Open the PDF.
Verify the PDF displays header, footer, page numbers, and data as expected.

Topics

• Reports

ECS-53679 Summary | Details

Calculate Rate History Interface Introduced

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

AR Management
CalculateRateHistory
Cash Receipts for Remittance

Scenario 1: Calculate Rate History Interface

Specific Setup:

Requires a claim that can be remitted.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set search parameters to select desired claim.
Add a "Denial" status.
Click "Add Action".
Select "Resubmit".
Under "Amount Type" select "Calculate Rate".
Do not save.
Navigate to " Finance > Claim/Invoice Processing > Batch Listing > Calculate Rate History".
Validate "Billing Processing Log" exists with the "Date/Time, Duration and Staff Name".
Click on "Billing Processing Log".
Validate it contains the "Claim Number, Payer/Plan and Action Taken with an Asterisk".
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Repeat steps 2-7.
Save.
Navigate to " Finance > Claim/Invoice Processing > Batch Listing > Calculate Rate History".
Click "Refresh".
Validate a new "Billing Processing Log" exists with updated "Date/Time".
Click on "Billing Processing Log".
Validate it contains the "Action Taken without the Asterisk".

Topics

• Finance

ECS-53703 Summary | Details

Override Overlapping Validation

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

Active events by Program or Clinic2
Client Related Task - New [EDIT]
Client Search
Client Service Management Form Set
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Navigation and Menu
Program Listing By Agency and Worker
Schedule
Service and Attendance Facilities Listing
Staff - Service Providers (by Staff_id) NES
Visits > Add new visit
Visits

Scenario 1: Validate MCG Appointment Overlap

Specific Setup:

User has access to Front Desk NX.
User has access to MobileCaregiver+.

Steps

myEvolv NX

1. Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".

2. Set the "Location" field and click the "Apply Filters" button.

3. Click on the "View Calendar" button.

4. Click the "New Appointment" button.

5. Enter information within the "Staff Responsible", "Program", "Event", "Date/Time", "Person", and "Duration" fields and click the "Save" Button and close the window.

6. Set the "Date" field to the date that you just scheduled your appointment and click the "Refresh" button.

7. Validate the appointment made within Step 5 displays within the "Scheduled" column.

MobileCaregiver+

8. Click on the "Schedule Tab".

9. Click the +Icon to Add New Visit.

10. Set the "Select Recipient" field as the same "Person" that was added in Step 5 within myEvolv NX.

11. Set the "Caregiver" field as the same as "Staff Responsible" that was added in Step 5 within myEvolv NX.

12. Select desired service(s) within the "Select Service" field.

13. Set the "Choose start date", "Choose start time", and "Duration minutes" as the same as the entries in Step 5 within myEvolv NX for "Date/Time" and "Duration".

14. Click the "Save" button.

myEvolv NX

15. Navigate to "Client > Case Management > Service Management".

16. Click the "Select Client" button and select desired client.

17. Navigate to "Client > Case Management > Service Management" > Non-Reconciled Draft Event" for the desired client.

18. Click "Actions > Open Form" on your "Scheduled Event", and validate that the "Override Overlapping Validation" is checked off and the "Override Overlapping Validation Reason" contains "Received from MCG+".

Scenario 2: Validate Scheduling Visit Within MCG+ Gets Created Within myEvolv Front Desk

Specific Setup:

User has access to Front Desk NX
User has access to MobileCaregiver+.

Steps

MobileCaregiver+

1. Click on the "Schedule Tab".

2. Click the +Icon to Add New Visit.

3. Set the "Select Recipient" field

4. Set the "Caregiver" field

5. Select desired service(s) within the "Select Service" field.

6. Set the "Choose start date", "Choose start time", and "Duration minutes".

7. Click the "Save" button.

myEvolv NX

8. Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".

9. Set the "Location" field and click the "Apply Filters" button.

10. Click the Refresh button and Validate that the New Visit created within MobileCaregiver steps 1 - 7.

Topics

• Client • Front Desk • Third Party Solution

ECS-53896 Summary | Details

Unit Capacity Verification

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

Active events by Program or Clinic2
All Clients With Security Listing by PeopleID
Client Related Task by Staff Responsible [ADD]
Client Search
Client Task Staff Calendar
Event Definitions with Security -Client
Events2doListing
Facility Units [Edit]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
People Events/Tasks Listing
People Referral to Agency (by People ID)
Program by Client's Service Track and Service
Program Listing by Agency and Service Event
Program Listing By Agency and Worker
Provider Sites by Program
Recurrence Type (Daily, Weekly, etc.)
Recurring Tasks - People [Add]
Referral Search
Referral Tasks/Events - New [ADD]
Referral Tasks/Events [ADD]
Service and Attendance Facilities Listing
Service Facilities Form Set
Service Facilities Listing
Staff - Service Providers (by Staff_id)
Staff - Service Providers (by Staff_id) NES
Staff Calendar
Staff Calendar Referral Tasks
Tasks Available for Referrals
Unit Table

Scenario 1: Validate Unit Maximum Capacity is Honored

Specific Setup:

Facility location contains at least one unit with low maximum capacity (<2).
"Is Unit Required" is check for Facility location under "Agency > Service Locations > Sites/Residentials > General Information".

Steps

Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Validate "Is Unit Required" is checked.
Navigate to "Agency > Service Locations > Sites/Residentials > Capacity".
Take note of Total unit capacity.
Navigate to below locations.
Schedule a task for the client/referral.
Select Facility location with "Is Unit Required" option from step 2.
Verify Unit becomes required.
Verify "Override Unit Capacity" checkbox appears.
Fill form and save.
Repeat steps 6-10 until Unit is at maximum capacity.
Attempt to Schedule another task.
Fill form and save.
Validate Error Message appears about maximum capacity.

Follow steps 5-14 in the following areas for Task Entry:

Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX > Calendar > New Appointment
Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX >Calendar > New Appointment + Recurring Task
Client > Case Management > Plan Development > Recurring Tasks Setup
Taskbar > Scheduled Tasks > Task List > Calendar > Schedule Client Task
Taskbar > Scheduled Tasks > Task List > Calendar > Schedule Referral Task
Referral > Agency Referral > Testing/Screening > Assessments
Client > Select a Client > Actions > View Tasks > Right click date > Schedule Client Tasks
Client > Select a Client > Actions > View Tasks > Right click date > Schedule Referral Tasks

Topics

• Client • Referral Application • Taskbar

ECS-53902 Summary | Details

"Reprocess Tonight" Option for Immediate Billing Run Requests

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

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

Scenario 1: Reprocess Tonight Action For Billing Requests In Pending Review Status

Specific Setup:

System has a Billing Request in "Pending Review" status.
"Time to run recurring billing job" has been set at "System Settings/Preferences".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Set filter to locate "Billing Request" from preconditions.
Click "Actions" and "Reprocess Tonight".
Validate "Status" is "Reprocess Tonight".
Click "Actions" and "Cancel Reprocess".
Click "Actions" and "Reprocess Tonight".
Upon completion of overnight job, set filter to locate "Billing Request" from preconditions.
Validate "Billing Request" has now successfully completed.

Scenario 2: Reprocess Tonight Action For Billing Requests In Retro Status

Specific Setup:

System has a Billing Request in "Retro" status.
"Time to run recurring billing job" has been set at "System Settings/Preferences".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Set filter to locate "Billing Request" from preconditions.
Click "Actions" and "Reprocess Tonight".
Validate "Status" is "Reprocess Tonight".
Click "Actions" and "Cancel Reprocess".
Click "Actions" and "Reprocess Tonight".
Upon completion of overnight job, set filter to locate "Billing Request" from preconditions.
Validate "Billing Request" has now successfully completed.

Scenario 3: Reprocess Tonight Action For Billing Requests In Reviewed Status

Specific Setup:

System has a Billing Request in "Reviewed" status.
"Time to run recurring billing job" has been set at "System Settings/Preferences".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Set filter to locate "Billing Request" from preconditions.
Click "Actions" and "Reprocess Tonight".
Validate "Status" is "Reprocess Tonight".
Click "Actions" and "Cancel Reprocess".
Click "Actions" and "Reprocess Tonight".
Upon completion of overnight job, set filter to locate "Billing Request" from preconditions.
Validate "Billing Request" has now successfully completed.

Scenario 4: Reprocess Tonight Action For Billing Requests In Failed Status

Specific Setup:

System has a Billing Request in "Failed" status.
"Time to run recurring billing job" has been set at "System Settings/Preferences".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Set filter to locate "Billing Request" from preconditions.
Click "Actions" and "Reprocess Tonight".
Validate "Status" is "Reprocess Tonight".
Click "Actions" and "Cancel Reprocess".
Click "Actions" and "Reprocess Tonight".
Upon completion of overnight job, set filter to locate "Billing Request" from preconditions.
Validate "Billing Request" has now successfully completed.

Topics

• Finance

ECS-54143 Summary | Details

Optimizing Sending SDK Messages for Environments with Replication

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

Client > Client Information > Personal Information > Demographics
Client > Client Information > Personal Information > System Consents
Consent to Query HIE
Consent to Query HIE [EDIT]
Select Client
Client Header
Client Personal Information [EDIT]

Scenario 1: ClientConsent Message - Validate Messages Generate When Created, Updated and Deleted

Steps

Internal Testing Only.

Scenario 2: ClientEventUpdate Message

Steps

Internal Testing Only.

Topics

• Agency Setup • CareConnect • CQN/HIE • Third Party Solution

ECS-54200 Summary | Details

Patient Responsibility and Calculate Rate

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

AR Management
Cash Receipts for Remittance
Claim Remittance Transactions [EDIT]
Claim Transaction Adjustments Subform

Scenario 1: Validate Patient Responsibility Field With Calculate Rate

Specific Setup:

Requires a claim that can be remitted and resubmitted to a "Secondary Payer".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Add desired "Partial Payment".
Click "Add Adj" link.
Click "Adjustment Group" and select "PR".
Set "Reason".
Set desired "Amount".
Save.
Click "Add Action".
Select "Resubmit to Other".
Select "Calculate Rate".
Validate "Amount" field contains desired amount.
Set "Amount" field to a different amount.
Mouse Over "Amount' field and validate "Calculate Amount" appears with the original amount.
Validate "PR Amount" contains desired amount from the "Adjustment".

Topics

• Finance

ECS-54261 Summary | Details

Hold Claim if no Valid Treatment Plan

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

All People with Benefit Assignments with LOS
Billing Batch Claims Held
Billing Batch Claims Review
Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
Finance Header
Immediate Billing Run Request
Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval

Scenario 1: Held Claims for no Valid Treatment Plan

Specific Setup:

Client has a prior Program Enrollment, with a Treatment Plan that does not contain an Expiration or Reviewed Date.
Client re-enrolls into the same Program.
Services have been provided as follows:
Service 1 provided during Enrollment 1, a valid Treatment Plan is present.
Service 2 provided during Enrollment 2, no valid Treatment Plan is present.
Service 3 provided during Enrollment 2, a valid Treatment Plan is present.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Generate a new "Billing Request" to capture "Services" from preconditions.
Upon completion of "Billing Execution Interval", open "Billing Batch Claims Review".
Validate claim for Service 2 is held for no Valid Treatment Plan, and Services 1 & 3 are not held.

Topics

• Finance • Finance Setup • Treatment Plans

ECS-54271 Summary | Details

Extended Field Length for E-Signatures

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

Agency > Staff & Security > Staff Information > Staff Profiles Without Security
Client Search
Client Service Entry
Generic Health Form [ADD]
Generic Health Form [DELETE]
Generic Health Form [VIEW] *APPROVED*
Staff Credentials History Subform
Staff Information with no Security [EDIT]
Staff Listing - Agency Employees (By People ID)

Scenario 1: Validate Staff Credential Code Overwrite Field Displays Up to 75 Characters When Signing a Service Event

Specific Setup:

Access to "Agency > Staff & Security > Staff Information > Staff Profiles Without Security".
Available E-Sign Service Event.

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles Without Security".
Select Desired Staff.
Click Agency row.
Set "Credential Code Overwrite" field to desired text more than 50 characters long.
Click Save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select a client.
Add an E-Sign event.
Fill form and save.
Sign the event.
Open the event.
Validate staff's "Credential Code Overwrite" displays all characters in signature.

Topics

• Staff

ECS-54320 Summary | Details

ProviderConnect Enterprise

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

Client Personal Information [EDIT]
Income Information ProviderConnect Enterprise [ADD]
Income Source Table
Address by ZIP code Subform
Address Type Table
Client Personal Information Form Set
Client Search
Employment History - SF Subform
Employment Information [ADD]
Employment Status Table
Ethnicity Table
Language Table
Marital History Sub Form Subform
Marital Status Table
Name History Subform
Placement Disruptions: Known Location Subform
Race Chk_B Subform
Race Information Details
Residence Type
Sexual Orientation
Standard Codes - Language Proficiency
Standard Codes - Telecom Use Code Form Entry
Benefit Assignments SF for CA Subform
Payers of Agency
Plans/Contracts by Staff
Priorities - Finance
ProviderConnect Enterprise Full Data [EDIT]
Diagnosis General - PCE Subform
Pregnancy History - SF LA DMH Subform
Priority Table

Scenario 1: Validate PutFhirEhrAssessmentResult Messages

Steps

Internal Testing Only.

Scenario 2: Validate PutFhirClient Messages

Steps

Internal Testing Only.

Scenario 3: Validate PutFhirInsurancePolicy Messages

Steps

Internal Testing Only.

Scenario 4: ProviderConnect Enterprise - Validate FhirPregnancy and PutFhirDiagnosis Messages

Steps

Internal Testing Only.

Topics

• ProviderConnect Enterprise

ECS-54357 Summary | Details

EvvAppointment CareFabric Messages

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

Client Critical Information Form Set
Client Personal Information [EDIT]
Client Personal Information Form Set
Client Related Task - New [ADD]
Client Search
Client Service Entry
Critical Information
Facility Placement for a Person [EDIT]
Managing Organizations

Scenario 1: MCG -EvvAppointmentUpdated and EvvClientUpdated

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-54407 Summary | Details

Optimized Sending "CardConnect" Balances to "myHealthPointe"

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

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

Scenario 1: myHealthPointe - CardConnectBalanceUpdated Message - Client Balance Export Update

Steps

Internal Testing Only.

Topics

• Finance • myHealthPointe

ECS-54418 Summary | Details

Limiting Actions on System Assessments

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

NX Test Setup Header [ADD]

Scenario 1: System Assessments: Add, Modify, and Delete

Specific Setup:

Access to "Setup > Treatment and Tests > Test Setup > Test Design - People".

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Select a "system assessment".
Validate "Limited actions available for system assessments" text popup appears.
Validate no additions/modifications/deletions allowed.
Click New Test.
Validate "Is System" is disabled and not checked.

Scenario 2: User Defined Assessments: Add, Modify, and Delete

Specific Setup:

Access to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Available user-defined assessment to modify.

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Select the user defined assessment from preconditions.
Validate user can add/modify/delete user defined assessments.

Topics

• Assessments

ECS-54419 Summary | Details

Form Import Existing Assessment Validation

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

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

Scenario 1: Form Designer: Validate Form Export Operations

Specific Setup:

The follow 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.

Scenario 2: 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.

Topics

• Forms

ECS-54443 Summary | Details

Non Contract Payroll for Client Services Now Supported

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

Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Request Payroll Run [ADD]
BillingProcessHistory
FinanceInvoices
Generic Staff Service [ADD]
Invoice Payroll [EDIT]
Payroll Info [EDIT]
Payroll Rate Set
Program Listing by Agency and Service Event
Provider Sites by Program/Service
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff Look Up Their Own Information Form Set

Scenario 1: Validate Non Contract Payroll Invoice For Staff Event

Specific Setup:

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

Steps

Log in as staff who is entering the "Staff Non Client Service".
Click on "Staff Look Own Information" in top right corner.
Click on "Staff Non Client Services".
Add desired "Staff Event".
Save.
Log off and log in as "Administrator".
Navigate to "Agency > Staff & Security > Staff Information > Payroll Details".
Select desired staff.
Click "Actions" button and select "Open Form".
Check the flag "Receives Payroll based on services provided".
Select desired "Payroll Rate Set".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" button and select "Payroll Run".
Fill in required fields to generate desired "Payroll Invoice".
Save.
Start a billing run.
Validate desired "Payroll Invoice" is generated.

Topics

• Finance • Staff

ECS-54474 Summary | Details

Front Desk Calendar Staff Appointment Availability

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

Active events by Program or Clinic2
Client Related Task - New [ADD]
Client Related Task - New [DELETE]
Client Search
Client Service Entry
Front Desk Calendar Appointment [EDIT]
FrontDeskCalendar
FrontDeskCheckIn
People Search with New
Program by Managing Office and Agency
Staff - Service Providers (by Staff_id)
Staff - Service Providers by Program and Facility

Scenario 1: Validate Appointment Slots Showing Unavailable for Booked Appointment Times

Specific Setup:

Access to Calendar.
Available Client to schedule event.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select a Client and schedule an appointment with a staff under a desired facility.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click Calendar button.
Select the staff and Set facility to same as appointment.
Open the appointment that was created and Validate that the facility is not changed.
Change the facility.
Open the appointment that was created and Validate that the facility is not changed.
Click Advanced search.
Fill the required fields and validate that the search returns only timeslots available during the day of the appointment and not during the appointment itself.

Topics

• Calendar • Client • Taskbar

ECS-54521 Summary | Details

Synchronization Of Deleted Appointments

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

Active events by Program or Clinic2
Calendar Appointment
Front Desk Calendar NX
Front Desk People Search
FrontDeskCalendar
myHealthPointe Dashboard
myHealthPointe Sign In
Program Listing By Agency and Worker
Service and Attendance Facilities Listing
Staff - Service Providers (by Staff_id) NES
Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX

Scenario 1: AppointmentDeleted - Validate Client Id Added to Message

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-54544 Summary | Details

Printing Assessments

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

Assessment Remarks
Client > Case Management > Service Management > Assessments
Client Search
Print Preview

Scenario 1: Printing of Assessment Containing All Question Types

Specific Setup:

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

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select a client then add an assessment that contains all question types.
Fill form and save.
Reopen form and attempt to Print Form.
Verify print preview appears.

Topics

• Assessments

ECS-54583 Summary | Details

Billed Care Days Report

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

ActionsView
All Clients With Security for Reports
AR Management
Cash Receipts for Remittance
Report Parameters PickList
Report Selection Picklist
Report: Billed Care Days

Scenario 1: Validate Care Days Report Displays Claim

Specific Setup:

Requires a client with billed "Care Day Placement".
Rate should be set up with "Is For Care Day Reporting".
Scenario works with a claim that is "Overpaid".

Steps

Navigate to "Finance > Reports > General > Billed Care Days".
Set desired date range
Select desired "Report Selection".
Preview the report.
Validate desired client and billed care days are visible.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set desired search parameters to pull up desired claim.
Add an "Action" to the claim, i.e "Overpayment".
Save.
Navigate to "Finance > Reports > General > Billed Care Days".
Set desired date range
Select desired "Report Selection".
Preview the report.
Validate desired client and billed care days are visible.

Topics

• Finance Setup • Reports

ECS-54584 Summary | Details

270 Output File

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

270 File
270 Output Ready
EligibilityManager
Program Listing By Agency and Worker
Receiver Information - All
Claim Receivers Setup Form Set
Receiver Information 270-271 Setup [EDIT]

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

Steps

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

Scenario 2: Validate Eligibility Requests (270) - GS02 Element

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
Select desired "Receiver".
Set "X270 Application Sender Code" to desired value.
Save.
Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
Click "New Request".
Select "Receiver" from step 2.
Fill in remain required fields.
Save.
Click "Actions" button and select "Generate Output File".
Download the file and open it.
Validate the "GS 02 Segment" contains desired value from step 3.

Topics

• Finance • Finance Setup

ECS-54589 Summary | Details

NACHA File and Batch Control Number

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

ChecksCreationLog
Create Checks [ADD]
GL Accounts Payable Accounts
GL Cash Accounts
NACHA File

Scenario 1: Validate Batch Control Number Is In Sequential Order In NACHA File

Specific Setup:

Scenario works with various "Vendors" that have invoices that need to be paid.
Scenario works with various "Vendors" that are linked to different "Managing Offices".
"Vendors" should be set up with "Direct Deposit".

Steps

Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
Click "Create Checks".
Fill in required fields to generate desired checks.
Save.
Click "Actions" button and select "Create DD File For All Actions".
Validate the "Batch Control Number" is in sequential order.

Topics

• Finance • Finance Setup

ECS-54605 Summary | Details

System Will Break Services into Separate Service Lines by Authorization When Different Authorizations Are Applicable to Services Combined into a Single Claim

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

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

Scenario 1: Validate Claim With Service Line Consolidation and Multiple Authorization Headers

Specific Setup:

Requires a Client that has a billable "Facility Placement".
Client must have two "Authorization Headers" for the "Facility Placement" rate.
One header should cover the first part of the month, and the second header should cover the second half of the month.
"Facility Placement" rate should have "Service Line Consolidation" and "Consolidate for a Period" set to "Month".
"Break by Auth" should also be set on the rate.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Start New Billing Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing execution interval to complete.
Click on the resulting claim.
Validate the claim has "Service Line Consolidation" and is split based on the "Authorization".
Open the "Claim Output".
Validate "837 Output" contains "Service Lines" with the desired "Authorization" number.

Scenario 2: Validate Claim With Service Line Consolidation And Multiple Authorization Service Details

Specific Setup:

Requires a Client that has a billable "Facility Placement".
Client must an "Authorization Header" for the "Facility Placement" rate.
Authorization must have at least two service details. One that will cover the first have of the month and the second one to cover the second have of the month.
"Facility Placement" rate should have "Service Line Consolidation" and "Consolidate for a Period" set to "Month".
"Break by Auth" should also be set on the rate.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Start New Billing Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing execution interval to complete.
Click on the resulting claim.
Validate the claim has "Service Line Consolidation" and is split based on the "Authorization".
Open the "Claim Output".
Validate "837 Output" contains "Service Lines" with the desired "Authorization" number.

Topics

• Finance

ECS-54639 Summary | Details

EvvResource CareFabric Messages

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

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

Scenario 1: Mobile CareGiver+ EvvResourceUpdated Payload

Steps

Internal testing only.

Topics

• Staff

ECS-54657 Summary | Details

DSR Treatment Plan Goals

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

Area of Treatment Treatment Plan [REVIEW]
Client Search
dsr_ServiceEntry
Problem Category Lookup - Not Safety Plan
Program Listing By Agency and Worker
Provider Sites by Program
Service Events by Program and Facility
Service Plan Status
ServicePlanForm
ServicePlanList
ServicePlanProcess
SupervisorModule
Treatment Plan Library (by Category)

Scenario 1: Validate DSR Will Display Events Until The Next Treatment Plan Review Is Completed.

Specific Setup:

Requires a client with a completed "Treatment Plan'.
Treatment Plan should be set up with events that will be listed in "DSR Service Entry".

Steps

Navigate to "Client > Case Management > Plan Development > Planning".
Select desired client.
Click "Actions" button and select desired "Treatment Plan Review".
Fill in required fields on "Treatment Plan Review".
Save.
Navigate to "Taskbar > DSR Service Entry > DSR > DSR Service Entry".
Select desired "Program and Facility".
Validate the desired client is listed.
Validate the "DSR Event" is visible with the goal from the previous "Treatment Plan Review".
Navigate to "Client > Case Management > Plan Development > Planning".
Open the "Treatment Plan Review" and submit for approval.

Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".

Approve the treatment plan.
Navigate to "Taskbar > DSR Service Entry > DSR > DSR Service Entry".
Click "Refresh".
Validate the "DSR Event" and goal are from the newly completed "Treatment Plan Review".

Topics

• DSR • Treatment Plans

ECS-54667 Summary | Details

Cost Center and Program Unit Now Stored On Claim Submission

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

Scenario 1: Validate On Resubmit To Other Program Unit and Cost Center Pull From 2nd Payor BBPSL

Specific Setup:

Requires a claim that can be remitted.
Client should have an additional "Benefit Assignment" the claim can be resubmitted to.
Rate on the "Benefit Assignment" should be set up with a different "Program Unit and Cost Center" than original claim.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for desired claim.
Add a "Denial" status to the claim.
Click "Add Action".
Select "Resubmit to Other".
Select "Calculate Rate".
Save.
Wait for billing to run.
Open the "Action Based Billing Run".
Mark the batch as sent.
Open the claim.
Scroll to "Accounting Information".
Validate the "GL Transactions" contain desired "Program Unit and Cost Center".

Topics

• Finance • Finance Setup

ECS-54684 Summary | Details

Duration of Other Activities

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

Client Search
Client Service Entry
Event Definitions - Service - by Category/Program
General Service Note (auto date) [ADD]
Other Activities - B2E Subform

Scenario 1: Validate Duration Is Updated As Sum of Other Activities Duration When Parent Form Has Duration Disabled

Specific Setup:

Event with the "before save code" of that form has "propagateDuration2ParentEvent()".
Parent form has duration disabled.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select a Client.
Add the event from setup.
Fill required fields and add one Other Activities item with a duration.
Save form and validate total duration is the same as the Other Activities duration.
Reopen the form and add another Other Activities row.
Save form and validate total duration is the sum of all the Other Activities duration.

Topics

• Forms

ECS-54735 Summary | Details

Custom Reports

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

Conditional Formatting Configuration
Folders Setup
NX Report Processor
Save Reports
Scheduled Custom Reports [ADD]

Scenario 1: Validate Custom Reports Working for Virtual Views With Spaces As Aliases

Specific Setup:

Virtual view using column names with spaces as aliases.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Run custom report which uses virtual view from setup.
Validate report can "Run Report" and "Run as CSV".
Navigate to " Reports > Other > Saved Reports > Report Listing"
Retrieve CSV file.

Topics

• Reports

ECS-54737 Summary | Details

Form Elements

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

Columns Pick List NX
Form Families - Client Mode
Interface Design Form Set
NX FIELD [EDIT]
NX Form Group [EDIT]

Scenario 1: Form Designer: Add/Edit/Delete a Field

Specific Setup:

Available Form to edit in Form Designer.

Steps

Navigate to "Setup > User Tools > Interface Design > Form Designer".
Select Form Family.
Pin desired form.
Add a Field to the form.
Click Actions > Preview and Validate field added to form.
Modify the Field.
Click Actions > Preview and Validate changes to field in form.
Delete the Field.
Click Actions > Preview and Validate field not in form.

Topics

• Forms

ECS-54738 Summary | Details

eMAR Date Selection

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

Medication Administration

Scenario 1: eMAR – Validate Cannot Administer Medications Using a Future Date

Specific Setup:

Access to eMAR.
eMAR has Clients with medications ready to administer.

Steps

Navigate to "Taskbar > eMAR > eMAR > eMAR".
Select a "Location", "Time Of Day Band", and input todays date in the "Date" Field.
Press "Apply".
Validate eMAR table displays.
Set the Date field to a future date.
Validate "Please use a valid date. Future dates are not allowed." message appears.
Set the Date field to the start of last week date.
Set the Date field to a future date.
Validate "Please use a valid date. Future dates are not allowed." message appears.

Topics

• eMAR

ECS-54740 Summary | Details

Placement Disruptions With Program Modifiers

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

1. Simple Service Entry [ADD]
Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Claim 2.0 [EDIT]
Client Search
Client Service Entry
Facilities Listing by Program
FinanceClaims
Immediate Billing Run Request [ADD]
Placement Disruptions: Respite Placement [ADD]
Placement Events by Agency/Program - People
Program by Client's Service Track - Respite
Program Enrollment Modifier (by Agency)
Submitter Information
Unit Table

Scenario 1: Validate Billing Placement Disruptions Includes Program Modifier

Specific Setup:

Client is enrolled in a Care Day Program.
Respite Program is a billable Placement Disruption.
Respite program has a manual service that is billable.

Steps

Navigate to "Client > Client Information > Critical Information > Placement Disruptions".
Select "Client" from preconditions.
Click "Add New".
Select "Respite" from the New Events drop down list.
Fill out required fields.
Select desired "Description" from the "Program Modifier" list.
Click "Save".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" button.
Select "Start New Billing Run".
Fill out required fields.
Select desired Receiver, click "Save".
Click "Billing Process History".
Click "Start Billing Now".
Go back to "Billing Batches Management".
Open the "Batch".
Click the Claims ID number link.
Verify the Placement Disruptions has been billed with the Program Modifier from preconditions.
Click "Close".

Topics

• Client • Finance

ECS-54752 Summary | Details

Group Appointments In Front Desk Check In

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

Group Listing with Security
Service and Attendance Facilities Listing
Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
Activities - Group Activities
Groups > Service Management > Service Management > Service Entry

Scenario 1: Front Desk NX - Validation of Groups Check In Filters

Specific Setup:

Test system must have two different active groups associated with the same facility.
Each group must have a "Default Event" and "Default Staff" defined for an active schedule under "Groups > Group > Information > General Information".
The schedule must have at least one day where both groups are active (i.e. both meet on Mondays).
Each group must have at least one client actively enrolled with the above schedule that have not been checked in for the day selected for testing.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Populate "Location" with your desired location where both groups are associated.
Populate "Date" with a day where both groups are scheduled to meet and group members have not yet been checked in.
Check "Include Group Appointments" checkbox.
Click "Apply Filters" button.
Confirm the "Scheduled" column indicates the expected number of appointments.
Click "Group" and select one of the two groups that is scheduled to meet on this day.
Click "Apply Filters" button.
Confirm the "Scheduled" count is reduced by the number of clients scheduled with the other group.
Scroll through the "Scheduled" column and confirm that only group appointments for the group selected are appearing.
Click "Group" and select the other group that is scheduled to meet on this day.
Click "Apply Filters" button.
Confirm the "Scheduled" count is reduced by the number of clients scheduled with the other group.
Scroll through the "Scheduled" column and confirm that only group appointments for the group selected are appearing.
Click "Group" and then click "Clear" to clear this filter.
If desired, un-check the "Include Group Appointments?" checkbox.
If desired, clear the "Date" and "Location".

Scenario 2: Front Desk NX - Validate Check In of Group Appointment

Specific Setup:

Test system must have an active group.
The group must have a "Default Event" and "Default Staff" defined for an active schedule under "Groups > Group > Information > General Information".
The group must have several clients actively enrolled with the above schedule that have not been checked in already for this appointment.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Populate "Location" with your desired location where test group is associated.
Populate "Date" with a day where group is scheduled to meet and group members have not yet been checked in.
Check "Include Group Appointments" checkbox.
Click "Group" and select one of the two groups that is scheduled to meet on this day.
Click "Apply Filters" button.
Confirm the "Scheduled" column indicates the expected number of appointments.
Set "Search for Clients" filter at top of "Scheduled" column to desired group member name
Validate "Scheduled" column is filtered to only show individual(s) with this name.
Click "Check In" button for this individual.
Note that the card moves from the "Scheduled" column to the "In Progress" column.
Set the "Search for Clients" filter at top of "Scheduled" column to desired group member name.
Validate "Scheduled" column is filtered to only show individual(s) with this name.
Click "Check In w/ Form" button for this individual.
Click "Complete Check In" once the check in form loads.
Note that the card moves from the "Scheduled" column to the "In Progress" column.
Click the "x" to clear the "Search for Clients" filter at the top of the "Scheduled" column.
Validate "Scheduled" column is no longer filtered to any specific individual.
Note the name of another individual scheduled for this group session.
Navigate to "Groups > Service Management > Service Management > Service Entry".
Select your test Group making certain to select the appropriate unit.
Set the "Actual Date" column filter to the date of the appointment you just checked in members for using "MM/DD/YYYY" format.
Click this row to open the group service on this date.
Scroll to the "Group Members" SubForm and confirm that the two individuals that were checked in to the appointment are flagged as "Present?".
Confirm that the individual noted who was not checked in, does not have the "Present?" flag checked.
Delete your test group service if desired.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "Apply Filters" button.
Validate that the group members previously checked in appear in the "Scheduled" bucket and not "In Progress" bucket.
Clear all filters if desired.

Topics

• Front Desk • Groups

ECS-54760 Summary | Details

Duration for Activities in SubForms

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

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

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

Specific Setup:

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

Steps

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

Topics

• Client

ECS-54798 Summary | Details

Update Refresh Denormalized Process for Performance Improvements

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

Client Search
Critical Information
Enrollment Transfer Type Look-up Table
Events To Do Quick Transfer
Facility Placement for a Person [DELETE]
Facility Transfer [ADD]
Message from webpage - Are you sure want to delete Program Enrollment?
Placement Events by Agency/Program - People2
Program Enrollment [Delete]
Program Enrollment From Service Track [ADD]
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Unit Table
Worker Role (to a client or in a workgroup) Table
Client Service Entry
Program Enrollment [Edit]
Manage Tasks (for Discharged Client)
Message from webpage - Click OK if you would like to end all worker assignments for this program. Click Cancel if you would like to leave worker assignments open while ending the program enrollment.

Scenario 1: Validate Client Address Updates After New Enrollment

Specific Setup:

Requires an existing Client not enrolled into a Care Day program.
Client has an address listed in demographics.
Requires a Care Day program.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select a Client.
Enroll the client into a new program, fill required information and save.
Refresh Client information.
Validate location changes to new program enrollment Facility.
Transfer the facility to another location.
Refresh Client information.
Validate location changes to newly transferred program Facility.
Delete the new program enrollment.
Refresh Client information.
Validate location changes to previous program enrollment Facility.

Scenario 2: Validate Enrollment Date Updates On Client Service Entry

Specific Setup:

Existing Client enrollment.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Take note of enrollment date for Program.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Change enrollment date by clicking "Correct Close Program Enrollment" on program.
Navigate to "Client > Case Management > Service Management > Service Entry".
Verify enrollment date changed.

Scenario 3: Validate Address Updates When Discharging Client

Specific Setup:

Requires a Client enrolled into a Care Day program.
Requires Client with address information.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select Client which is enrolled in a program.
Validate Client location is same as program facility location.
Close Program Enrollment for the program.
Refresh and Validate Clients location reverts to Clients address.
Revert the Close Program Enrollment.
Refresh and Validate Client location back to program facility location.

Topics

• Client • Service Entry

ECS-54801 Summary | Details

ProviderConnect Enterprise Will Send Financial Eligibility on Collateral

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

Benefit Assignment [EDIT]
Client Personal Information Form Set
Client Search

Scenario 1: ProviderConnect Enterprise - Financial Eligibility on Collateral

Steps

Internal testing only.

Topics

• Client

ECS-54808 Summary | Details

ProviderConnect Enterprise CalOMS

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

CA CALOMS 0 to 30 Declined Unable
CA CALOMS 0 to 30 None Only
CA CALOMS 0 to 30 Unable Only
CA CALOMS 0 to 99 Unable
CA CALOMS Age of First Use
CA CALOMS County
CA CALOMS Criminal Justice Status
CA CALOMS Discharge Status
CA CALOMS Drug Route
CA CALOMS Drug Type
CA CALOMS Ethnicity
CA CALOMS Gender
CA CALOMS Race
CA CALOMS Social Supports
CA CALOMS Source of Referral
CA CALOMS State Table
CA CALOMS Type of Form
CA CALOMS Type of Treatment Service
CA CALOMS Veteran
CALOMS (CA State) [ADD]
CALOMS (CA State) [EDIT]
Cal-OMS Level of Care Admitted
Client Service Entry

Scenario 1: Validate CalOMS ProviderConnect Enterprise

Steps

Internal Testing Only.

Topics

• ProviderConnect Enterprise

ECS-54809 Summary | Details

CalOMS Annual Update

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

CA CALOMS 0 to 30 Declined Unable
CA CALOMS 0 to 30 None Only
CA CALOMS 0 to 30 Unable Only
CA CALOMS 0 to 99 Unable
CA CALOMS Age of First Use
CA CALOMS County
CA CALOMS Criminal Justice Status
CA CALOMS Discharge Status
CA CALOMS Drug Route
CA CALOMS Drug Type
CA CALOMS Ethnicity
CA CALOMS Gender
CA CALOMS Race
CA CALOMS Social Supports
CA CALOMS Source of Referral
CA CALOMS State Table
CA CALOMS Type of Form
CA CALOMS Type of Treatment Service
CA CALOMS Veteran
CALOMS (CA State) [ADD]
CALOMS (CA State) [EDIT]
Cal-OMS Level of Care Admitted
Client Service Entry

Scenario 1: Validate CalOMS ProviderConnect Enterprise

Steps

Internal Testing Only.

Topics

• ProviderConnect Enterprise

ECS-54810 Summary | Details

CalOMS Discharge

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

CA CALOMS 0 to 30 Declined Unable
CA CALOMS 0 to 30 None Only
CA CALOMS 0 to 30 Unable Only
CA CALOMS 0 to 99 Unable
CA CALOMS Age of First Use
CA CALOMS County
CA CALOMS Criminal Justice Status
CA CALOMS Discharge Status
CA CALOMS Drug Route
CA CALOMS Drug Type
CA CALOMS Ethnicity
CA CALOMS Gender
CA CALOMS Race
CA CALOMS Social Supports
CA CALOMS Source of Referral
CA CALOMS State Table
CA CALOMS Type of Form
CA CALOMS Type of Treatment Service
CA CALOMS Veteran
CALOMS (CA State) [ADD]
CALOMS (CA State) [EDIT]
Cal-OMS Level of Care Admitted
Client Service Entry

Scenario 1: Validate CalOMS ProviderConnect Enterprise

Steps

Internal Testing Only.

Topics

• ProviderConnect Enterprise

ECS-54867 Summary | Details

Agency Discharge Reasons Propagate to Programs

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

Agency Discharge [EDIT]
Agency Re-Admission [EDIT]
Client Search
Closing Reasons - Service Track Table
Critical Information
Event Definitions (Plain)
Manage Tasks (for Discharged Client)
Outcome/Results - Service Track Table
Program Enrollment [Edit]

Scenario 1: Validate Discharging From Agency Propagates Reasons for Discharge Down to Programs

Specific Setup:

Client admitted to Agency and at least one Program.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select "Client" from preconditions.
Discharge the Client from Agency, taking note of "Closing Reason" and "Outcome".
Click "Correct/Close Program Enrollment" and verify "Reason for ending" and "Outcome" match what was chosen during the Agency Discharge.

Topics

• Client

ECS-54868 Summary | Details

Diagnoses by Client Look-Up-Table Enhancements

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

1. Simple Service Entry [ADD]
Billable Diagnosis for a Client with BA diagnosis
Client Search
Client Service Entry
Client Service Management Form Set
Diagnoses by Client

Scenario 1: Diagnoses Treated Look-Up Table- "Billable Diagnosis for a Client with BA diagnosis"

Specific Setup:

Select a user defined form in Form Family "Activities-People".
Add the "Diagnosis Treated" event log field and link LUT "Billable Diagnosis for a Client with a BA diagnosis".
Ensure that an event linked to a program with at least one client enrolled uses this user defined form.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the Client.
Add new event and click the "Diagnosis Treated" field.
Confirm that the LUT displays ICD9, ICD10 DSM4, and DSM5 Term values.
Select one of the diagnoses.
Validate ICD9, ICD10 DSM4, and DSM5 Term values display on the form.
Complete remainder of form.
Save.

Scenario 2: Diagnosis Look-Up Table Linked to Diagnosis Treated

Specific Setup:

Select a user defined form in Form Family "Activities-People".
Add the "Diagnosis Treated" event log field and link LUT "Diagnoses by Client".
Ensure that an event linked to a program with at least one client enrolled uses this user defined form.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the Client.
Add new event and click the "Diagnosis Treated" field.
Confirm that the LUT displays ICD10, DSM5 and SNOMED values.
Select one of the diagnoses.
Validate that only ICD10, DSM5 and SNOMED values (if present on the selected diagnosis) show on the form.
Ensure that hovering over the diagnosis field does not bring up anything related to ICD9.
Complete remainder of form.
Save.

Topics

• Client

ECS-54871 Summary | Details

Service/Case Notes & Planning Approval

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

Active events by Program or Clinic
Calendar
Client
Client > Case Management > Plan Development > Planning
Client Problems
Client Related Task by Staff Responsible
Front Desk Check-In Search
Other Activities (Treatment Plan Steps)
People Search with New
Problems Identified (People/Category)
Program Listing By Agency and Worker
Schedule Appointment
Select Client
Service Plan Review Items
Staff - Service Providers (by Staff_id) NES
Supervisor Approval - Filter
Supervisor Worker Note
Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval
Treatment Plan
Treatment Plan Library (by Category)
Treatment Plan Steps
Case Members by Case
Case Problems [ADD]
Family Case Area of Treatment [ADD]
Family Case Completion Information [ADD]
Family Case Goal [ADD]
Family Case Methods [ADD]
Problem Category Lookup - All
Problem Library
Select Family Case
ServicePlanForm
ServicePlanList
SupervisorModule
Activities - Group Activities [ADD]
Client Search
Client Service Entry
Get Date Time [EDIT]
Select Group
All Clients With Security Listing by PeopleID
Service Events for Report
Staff Subordinates

Scenario 1: Validate Treatment Plan Workflow

Specific Setup:

Requires access to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Requires a Treatment plan that has been submitted.

Steps

Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Set "Filters" for "Treatment Plan" from preconditions.
Click the "Link" for the plan.
Validate that the Treatment Plan loads.

Scenario 2: Family Case Treatment Plan - Enter An Initial Plan

Specific Setup:

Requires a Family Case that is enrolled in a Program that is set up with "Family Case Treatment Plan".
Scenario assumes Family Case has at least one problem/need entered.
Family Case Plan Event "Can Submit?" is checked.

Steps

Navigate to "Family Cases > Clinical Information > Case Planning > Planning".
Select desired family.
Click "Start New Plan" link.
Fill in required fields such as "Date Started/Date Completed".
Click on "Area of Treatment" component.
Click on "Category" button and select desired category.
Click on "Goal" component.
Click on "Problem Addressed" and select desired problem.
Click on "Goal" button.
Validate "Goal" table is filtered by category selected in "Area of Treatment".
Select desired goal.
Click on "Intervention" component.
Click on "Method" button.
Validate "Method" table is filtered by category selected in "Area of Treatment".
Select desired method.
Click on "Case Member".
Validate the list contains people who are members of the family case.
Select desired family member.
Fill in any other required fields.
Save.
Validate the "Initial" plan is listed with desired dates.
Validate the "Status" field contains "Modifiable".
Re-open the event and click "Submit" button.
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Validate the Initial Plan is listed with "Family Case" name.
Click "Actions" and selected "Approve".
Navigate to "Family Cases > Clinical Information > Case Planning > Planning".
Click "Refresh" button.
Validate the status contains "Approved - Ready for Review".
Open the plan.
Click on "Print" button.
Validate a preview of the plan appears.
Close the preview.
Click on "Signatures".
Validate both "Signed By" and "Approved By" signatures appear.

Scenario 3: “Service/Case Notes & Planning Approval” – Validate Correct Event Form Pulled and Sub-Reports Displaying Information

Specific Setup:

"Only Lock Group Events at Group Level" setting enabled under "Agency Setup > Agency > Agency > Agency Information".
People Event with a SubReport on a form that has a "people_id" as primary join.
Group Event with different form used for people and group events.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Choose a Client and Add Event (from setup).
Fill form and validate SubReport contains information.
Save and Submit event.
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Open submitted event and validate SubReport still contains identical information.
Navigate to "Groups > Service Management > Service Management > Service Entry".
Choose a Group and Add Event (from setup).
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Open submitted event and validate it opens the group form header, and that there is a "Group Members" list group item.

Scenario 4: Validate Filters Under Supervisor Approval

Specific Setup:

User has multiple subordinate staff.

Steps

Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Click "View Filters".
Clear "From Date" and click "Apply Filters".
Validate records load.
Set Filters to desired selection.
Verify the Results return as expected.

Topics

• Calendar • Client • Family Cases • Groups • Service Entry • Supervisor • Taskbar • Treatment Plans

ECS-54872 Summary | Details

Assigned to All Workgroups

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

Client Search
Gender Table
New Client Personal Information [EDIT]
Person Information [ADD]
Staff - All (by Staff ID)
Wizard
Worker Roles by Programs and Staff
Workgroup Assignment for Agency Intake Subform
Workgroup Setup Auto Assign on Intake [ADD]
Workgroup Setup Auto Assign on Intake [EDIT]
WorkGroups Auto Assigned to All Form Set
Workgroups for auto assignment on intake

Scenario 1: Validate Prevention of Deleting of Workgroups With More Than 1000 Clients Linked

Specific Setup:

Access to "Agency > Workgroups > Assigned to All > Information".
Access to create new client.

Steps

Navigate to "Agency > Workgroups > Assigned to All > Information".
Create a new workgroup.
Add a single Staff to the new workgroup and Save.
Navigate to "Client > Client Information > Personal Information > Demographics".
Create a new client.
Fill required information until you can add workgroup.
Validate the new created workgroup exists.
Cancel creation of client and Navigate to "Agency > Workgroups > Assigned to All > Information".
Delete the new workgroup.
Validate successful deletion.
Select a workgroup which is linked to more than 1000 clients.
Attempt to delete.
Validate popup error displays disallowing deletion of workgroup.

Topics

• Workflows

ECS-54876 Summary | Details

Treatment Plan Creation and Review

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

Client Search
Goals Treatment Plan Depend on Category [ADD]
Goals Treatment Plan Depend on Category [REVIEW]
Methods Treatment Plan [ADD]
Objectives Treatment Plan [ADD]
Problem Category Lookup - Not Safety Plan
Service Plan Status
ServicePlanForm
ServicePlanList
ServicePlanProcess
Staff Subordinates
SupervisorModule
Supervisors with no new
Treatment Plan Library (by Category)

Scenario 1: Validate Treatment Plan Initial/Review

Specific Setup:

Requires access to a Client that can be assigned a Treatment Plan.
Requires the ability to Approve and Review the Treatment Plan.

Steps

Navigate to "Client > Case Management > Plan Development > Planning".
Select a Client.
Create a new Treatment Plan for the Client and fill in all required information.
Save and Submit the Treatment Plan.
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Approve the Initial Treatment Plan.
Navigate to "Client > Case Management > Plan Development > Planning".
Open the Treatment Plan for Review.
Fill required information and Save.
Open Treatment Plan Review.
Delete the Treatment Plan Review.
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Unapprove and Unsubmit the Treatment Plan.
Navigate to "Client > Case Management > Plan Development > Planning".
Delete the Initial Treatment Plan.

Topics

• Treatment Plans

ECS-54895 Summary | Details

Enhancements to On Demand Billing Workflow

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

3. Simple Service Entry with E/M Picks [ADD]
All People Agency
AR Management
Checks for a Clients Self Pay in Front Desk Entry [ADD]
Checks for a Clients Self Pay in Front Desk Entry [EDIT]
Client Related Task - New [ADD]
Client Search
Client Service Entry
Drug Dispense Units
E/M CPT Code
E/M Patient Status
Facility Enrollment Client
FinanceClaims
FrontDeskCheckIn
Immunizations - Public Health [ADD]
Inventory Container by Drug
Inventory Container By Vaccine
Med Administration - Public Health [ADD]
Medications In Inventory
Program by Client's Service Track and Service
Service and Attendance Facilities Listing
Vaccine Funding Source
Vaccines In Inventory
VFC Eligibility
Patient Statement
Cash Received Log - All for a Client
Receiver Information by Payer
Self Payors Table for Person

Scenario 1: Validate On Demand Billing Generates Self Pay Claim

Specific Setup:

Requires Self Pay Rates that are set up with "On Demand Billing".
Requires services that have been scheduled, checked-in via "Front Desk NX", and are "In Progress".
Scenario works with a client that has "Self Pay Benefit Assignment" only.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set parameters to search for desired "Client and Service".
Click "Run On Demand Billing" button.
Wait for billing to process and the screen to refresh.
Validate "Run On Demand Billing" button is no longer visible.
Validate "Review Claims" button is visible.
Click on "Review Claims" button.
Validate the desired claim is generated for your desired client.
Close the window.
Click the $ button.
Enter required fields to create a "Self Pay Check" for the client.
Click "Apply Payment".
Validate "AR Management" screen appears.
Validate the desired "Self Pay Claims" are listed.
Add a payment to the claim.
Save.

Scenario 2: Validate ODB Billing When Service Can Be Billed To Primary Payer

Specific Setup:

Requires a service that is set up for "On Demand Billing".
Requires a client with a "Self Pay Benefit Assignment" that is set up with "On Demand Billing".
Client should also have a primary "Benefit Assignment" that can bill the service.
Service should be scheduled for "Current Date".

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Check in the scheduled service.
Complete the task.
Click "Run On-Demand Billing" button.
Validate the alert appears "No Claims created for the Client. Either client has a Primary payer or Service is not setup for Self Pay billing".

Scenario 3: Validate Patient Statement Report With On Demand Billing

Specific Setup:

Requires a service that is set up for "On Demand Billing".
Requires a client with a "Self Pay Benefit Assignment" that is set up with "On Demand Billing".
Service should be scheduled for "Current Date".

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
On the scheduled service click "Patient Statement" button.
Validate the report contains desired amount for "Patient Balance" and "Unapplied Balance".
Check in the scheduled service.
Complete the task.
Click "Run On-Demand Billing" button.
Click "Patient Statement" button.
Validate the report contains the "On Demand Billing" claim.
Close the report.
Mouse over the "$" button and validate the "Current Balance" is equal to the amount of the "On Demand Billing" claim.
Click the "$" button.
Collect a payment.
Click "Patient Statement" button.
Validate the report contains an updated "Unapplied Balance".
Close the report.
Click "Apply Payment".
Validate "AR Management" window appears.
Apply the payment.
Save.
Click "Refresh" button.
Mouse over the "$" button and validate the "Current Balance" has been updated.
Click "Patient Statement" button.
Validate the report has been updated.

Scenario 4: Validate ODB Billing Payment With Additional Guarantors

Specific Setup:

Requires a service that is set up for "On Demand Billing".
Requires a client with a "Self Pay Benefit Assignment" that is set up with "On Demand Billing".
"Self Pay Benefit Assignment" should have a different person set in the "Send Claims To" field.
"Self Pay Benefit Assignment" should also have an "Additional Guarantor".
Service should be scheduled for "Current Date".

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Check in the scheduled service.
Complete the task.
Click "Run On-Demand Billing" button.
Click "$" button.
Validate "Self Payer" contains desired person from "Send Claims To".
Save the payment.
Close the window.
Click "$" button.
Click "Self Payer" LUT.
Validate the "Additional Guarantor" is listed.
Select the "Additional Guarantor".
Set the desired amount.
Save.
Close the window.
Click "Refresh".
Click "Apply Payment" button.
Validate "Cash Log" look-up table appears.
Click "Search"
Validate the two payments are listed.
Select desired check.
Validate "Payer" contains desired person.
Apply the payment.
Save.

Topics

• Finance • Front Desk

ECS-54896 Summary | Details

AR Management Stand Alone Forms in Widgets Alert User to Unsaved Work

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

AR Management
Claim Remittance Transactions Subform
Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set
Claim Action Reasons

Scenario 1: Validate Applying A Payment Via Open Remittance Widget

Specific Setup:

Requires access to "Open Remittance" Widget.
Requires an open remittance with available balance.
Requires a claim that can be paid via the remittance.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
In "Open Remittance" widget, click on "Open Cash Application Form" button.
Click "View Filters".
Set "Search Parameters" to select desired claim.
Click "Search" button.
Apply desired payment to the claim.
Save.
Click on "Claim Link".
Click "Submissions" tab.
Click "Actions" and select "Open Form".
Click "Claim Status".
Validate in "Claim Remittance Transactions" SubForm "Remittance Check" contains desired check.

Scenario 2: Open Remittance Widget - User Alert For Unsaved Changes On AR Management Standalone

Specific Setup:

Requires access to "Open Remittance" Widget.
Requires an open remittance with available balance.
Requires a claim that can be paid via the remittance.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
In "Open Remittance" widget, click on "Open Cash Application Form" button.
Set "Search Parameters" to select desired claim.
Click "Search" button.
Apply desired transaction/action to the claim.
Close the Window without clicking the "Save" Button.
Validation warning of "There are transactions/actions that have not been saved. Are you sure you still want to close this window?" will display.

Scenario 3: Batches Requiring Action Widget - User Alert For Unsaved Changes On AR Management Standalone

Specific Setup:

Requires access to "Batches Requiring Action" Widget.
Requires an open remittance with available balance.
Requires a claim that can be paid via the remittance.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Within "Batches Requiring Action" widget, click on "Claims Req. Action".
Apply desired transaction/action to the claim.
Close the Window without clicking the "Save" Button.
Validation warning of "There are transactions/actions that have not been saved. Are you sure you still want to close this window?" will display.

Scenario 4: Remittance Requiring Action Widget - User Alert For Unsaved Changes On AR Management Standalone

Specific Setup:

Requires access to "Remittance Requiring Action" Widget.
Requires an open remittance with available balance.
Requires a claim that can be paid via the remittance.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
In "Remittances Requiring Action" widget, click on denied claim(s).
Apply desired transaction/action to the claim.
Close the Window without clicking the "Save" Button.
Validation warning of "There are transactions/actions that have not been saved. Are you sure you still want to close this window?" will display.

Topics

• Finance • Widgets

ECS-54902 Summary | Details

End Date Billing

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

Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory

Scenario 1: Validate “End Date Billing” Does Not End Active Billing Run

Specific Setup:

Billing batch with many claims available to reprocess.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess desired batch.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
Click "Start Billing Now".
Validate billing started then Click "End Date Billing".
Validate the active billing run completes.

Topics

• Finance

ECS-54932 Summary | Details

Consolidate Only if Consecutive Dates

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

All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Client Search
Placement Disruptions: Unknown Location [DELETE]
Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
FinanceClaims

Scenario 1: Validate Calculate Rate Breaks on Placement Disruption

Specific Setup:

Requires a claim that can be remitted for "Facility Placement" service.
Rate for the "Facility Placement" should be set up to break for "Placement Disruptions"

Steps

Navigate to "Client > Client Information > Critical Information > Placement Disruptions".
Select desired client.
Click "Add New" and select desired "Placement Disruption".
Set the dates so that it starts at the end of the month and ends in the beginning of the next month.
Save.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for the desired "Claims".
Add a "Denial" to the claim.
Click "Add Action".
Select "Resubmit".
Select "Calculate Rate".
Validate the resulting submissions have broken the claim by the "Placement Disruption".

Scenario 2: Validate Claim Breaks On Placement Disruption When It Extends Into The Next Month

Specific Setup:

Scenario works with a client and has an existing claim for 2 months of placement services.
Requires a rate that is set up with placement disruption rule to break on PD.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess desired billing run.
Start a new billing run.
Validate consolidated claims break by placement disruption when PD spans into the next month.

Scenario 3: Validate Billing System Creates Separate Claims for the Billable Placement Disruptions That Are on Non-Consecutive Days

Specific Setup:

Client set up with multiple disruptions during the billing month, some should span more than one day and at least one should be for a single day.
Billing batch available to reprocess for billing month for Desired Client.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Search for desired claim.
Reprocess the claim.
Start a new billing run.
Validate claims are generated.
Validate that the system creates separate claims for the billable placement disruptions that are on non-consecutive days and creates single claim for placement disruption that spans consecutive days.

Topics

• Finance

ECS-54936 Summary | Details

Front Desk Calendar Timeout

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

EvolvCS Client [EDIT]
FrontDeskCalendar
FrontDeskCheckIn

Scenario 1: Validate Front Desk Calendar Standalone Closes Upon System Timeout

Specific Setup:

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

Steps

Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Select system.
Set the "Inactivity Timeout (hh:mm)" to a low interval for testing and Save.
Log out of and back into the system in order for the new logout timer to be applied.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
Click the Calendar button.
Wait for timeout duration to complete.
Observe the Calendar will close upon timeout.

Topics

• Calendar • Front Desk

ECS-54991 Summary | Details

NACHA Files and Hash Totals

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

ChecksCreationLog
Create Checks [ADD]
GL Accounts Payable Accounts
GL Cash Accounts
NACHA File

Scenario 1: Validate NACHA File Contains Correct Totals In File Control Row

Specific Setup:

Requires a "Vendor" that has invoices that need to be paid.
"Vendor" should be set up with "Direct Deposit".

Steps

Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
Click "Create Checks".
Fill in required fields to generate desired checks.
Save.
Click "Actions" button and select "Create DD File For All Actions".
Validate the "File Control Record" contains the desired total of the "Routing Numbers".

Topics

• Finance

ECS-54996 Summary | Details

myHealthPointe Assessments

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

Client Search
NX Test Setup Answers (RD) Subform
NX Test Setup Answers Subform
Program Enrollments by Service Track
SecurityEvents
Testing Assessment QA [EDIT]
Worker Assignments [ADD]
Worker Role (to a client or in a workgroup) Table
Worker Roles Form Set

Scenario 1: Validate MHP Assessments

Steps

Internal Testing Only.

Topics

• Assessments • myHealthPointe

ECS-55040 Summary | Details

Respite Program Modifiers

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

Client > Client Information > Critical Information > Placement Disruptions
Client Search
Critical Information
Facilities Listing by Program
Placement Disruptions: Respite Placement [ADD]
Placement Disruptions: Respite Placement [DELETE]
Placement Events by Agency/Program - People
Program by Client's Service Track - Respite
Program Enrollment [Delete]
Program Enrollment Modifier (by Agency)
Unit Table

Scenario 1: Validate Placement Disruption Displays Program Modifier on Enrollment Screen

Steps

Navigate to "Client > Client Information > Critical Information > Placement Disruptions".
Add New Respite event.
Fill required fields and add a Program Modifier.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Validate new Respite Program has been added.
Validate Program Modifier row exists and contains information input in Respite event form.
Delete the Respite Program.
Navigate to "Client > Client Information > Critical Information > Placement Disruptions".
Delete the Respite event.
Add New Respite event.
Fill required fields and do not add a Program Modifier.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Validate new Respite Program has been added.
Validate Program Modifier row does not exist.

Topics

• Client

ECS-55096 Summary | Details

Daily Milieu

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

Client Search
Client Service Entry
Daily Milieu Log - Simple Service [ADD]
Treatment Plan 2 Event Link Cross Program Milieu Subform

Scenario 1: Validate Daily Milieu Program and Services

Specific Setup:

Client must have a Treatment Plan with "Is Milieu Objective" checked.
Daily Milieu Log is configured.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select "Client" from preconditions.
Click "Add Event".
Select "Daily Milieu Log" from the "Add Event" drop down list.
Fill out required fields.
Click Save.
Verify the Event has been saved.

Topics

• Client

ECS-55110 Summary | Details

Handling Time Zone Offsets when Entering Referral Status Changes

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

Open/Closed Status - Referrals Made
ProgramReferralSearch
Referral Made Status Subform
Referral to Program from Outside Source [Edit]

Scenario 1: Validate Referral Status Can Updates Between Time Zones When Status Times Overlap

Specific Setup:

Available Referral with pending status.

Steps

Navigate to "Program Referrals > Program Referrals > Referral Information > Referral Information".
Select "Referral" from preconditions.
Open the referral to agency.
Update/Add Pending referral Status to current date/time.
Save and log out.
Change time zone back by 1 hour.
Log in.
Navigate to "Program Referrals > Program Referrals > Referral Information > Referral Information".
Select same "Referral".
Open the referral to agency.
Add Accepted referral Status.
Set date to current date
Set time to 1 hour before Pending Status Time
Attempt to save.
Validate error message displays with "Referral Statuses cannot overlap.".
Change Accepted Status Time to 59 minutes before Pending Status Time.
Save and verify no validation messages display.

Topics

• Program Referrals

ECS-55113 Summary | Details

Room/Unit Visible in Front Desk and Staff Calendars

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

Client Related Task - New [ADD]
Client Related Task - New [DELETE]
Client Search
Client Service Entry
FrontDeskCalendar
FrontDeskCheckIn
Staff - Service Providers (by Staff_id)
Staff Calendar
Unit Table

Scenario 1: Validate Client Unit Visible In Front Desk NX and Calendar

Specific Setup:

Access to staff tasks in "Taskbar > Scheduled Tasks > Task List > Calendar".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select a Client.
Schedule 2 appointments:
With a unit selected
without a unit selected
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click Calendar.
Select the Staff Responsible for the scheduled appointments.
Click on each appointment:
For appointment with unit selected: Verify Unit is displayed.
For appointment without unit selected: Verify Unit text area does not exist.
Navigate to "Taskbar > Scheduled Tasks > Task List > Calendar".
Select the Staff Responsible for the scheduled appointments.
Click on each appointment:
For appointment with unit selected: Verify Unit is displayed.
For appointment without unit selected: Verify Unit text area does not exist.

Topics

• Front Desk

ECS-55114 Summary | Details

My Tasks Widget

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

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

Scenario 1: Validate Unit Visible on Widgets

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "View Calendar" button.
Click "New Appointment" button.
Set "Unit" field to desired unit room.
Fill out required fields.
Click "Save".
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Verify the "Unit" column exists.
Verify the "Unit" cell contains desired Unit Information.
Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired Client.
Click "Schedule Task".
Select desired Event from the "Schedule Task" drop down list.
Set "Unit" field to desired unit room.
Fill out required fields.
Click "Save".
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Verify the "Unit" column exists.
Verify the "Unit" cell contains desired Unit Information.
Click on the "Filter".
Validate the Unit column is able to search for specified room units.

Topics

• Client • Front Desk • Taskbar

ECS-55157 Summary | Details

Service/Case Notes & Planning Approval Group Notes

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

Filter - Group Notes to Complete
Group Therapy
Taskbar > My Homeview > Homeview Launcher > Homeview
Taskbar > My Homeview > Homeview Launcher > Homeview - Group Notes to Complete
Case Members by Case
Case Problems [ADD]
Family Case Area of Treatment [ADD]
Family Case Completion Information [ADD]
Family Case Goal [ADD]
Family Case Methods [ADD]
Problem Category Lookup - All
Problem Library
Select Family Case
ServicePlanForm
ServicePlanList
SupervisorModule
Activities - Group Activities [ADD]
Client Search
Client Service Entry
Get Date Time [EDIT]
Select Group

Scenario 1: Group Notes to Complete Widget

Specific Setup:

Access to Group Notes to Complete Widgets.
Requires group events that have not been submitted for approval.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click "Widgets" button.
Check "Group Notes to Complete" checkbox.
Save.
Validate the "Widget" contains group events with "Pending Submission" status.
Click the "Filter Widget" button.
Set desired filter and apply.
Validate the filter loads the correct events.
Clear the Filter.
Click the "Filter this page" button.
Set the desired filter.
Validate the "Widget" returns the correct events.
Validate successful navigation to each page, if multiple pages are listed.
Click desired "Group Event" link.
Validate the "Group Event" window opens.

Scenario 2: Family Case Treatment Plan - Enter An Initial Plan

Specific Setup:

Requires a Family Case that is enrolled in a Program that is set up with "Family Case Treatment Plan".
Scenario assumes Family Case has at least one problem/need entered.
Family Case Plan Event "Can Submit?" is checked.

Steps

Navigate to "Family Cases > Clinical Information > Case Planning > Planning".
Select desired family.
Click "Start New Plan" link.
Fill in required fields such as "Date Started/Date Completed".
Click on "Area of Treatment" component.
Click on "Category" button and select desired category.
Click on "Goal" component.
Click on "Problem Addressed" and select desired problem.
Click on "Goal" button.
Validate "Goal" table is filtered by category selected in "Area of Treatment".
Select desired goal.
Click on "Intervention" component.
Click on "Method" button.
Validate "Method" table is filtered by category selected in "Area of Treatment".
Select desired method.
Click on "Case Member".
Validate the list contains people who are members of the family case.
Select desired family member.
Fill in any other required fields.
Save.
Validate the "Initial" plan is listed with desired dates.
Validate the "Status" field contains "Modifiable".
Re-open the event and click "Submit" button.
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Validate the Initial Plan is listed with "Family Case" name.
Click "Actions" and selected "Approve".
Navigate to "Family Cases > Clinical Information > Case Planning > Planning".
Click "Refresh" button.
Validate the status contains "Approved - Ready for Review".
Open the plan.
Click on "Print" button.
Validate a preview of the plan appears.
Close the preview.
Click on "Signatures".
Validate both "Signed By" and "Approved By" signatures appear.

Scenario 3: “Service/Case Notes & Planning Approval” – Validate Correct Event Form Pulled and Sub-Reports Displaying Information

Specific Setup:

"Only Lock Group Events at Group Level" setting enabled under "Agency Setup > Agency > Agency > Agency Information".
People Event with a SubReport on a form that has a "people_id" as primary join.
Group Event with different form used for people and group events.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Choose a Client and Add Event (from setup).
Fill form and validate SubReport contains information.
Save and Submit event.
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Open submitted event and validate SubReport still contains identical information.
Navigate to "Groups > Service Management > Service Management > Service Entry".
Choose a Group and Add Event (from setup).
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Open submitted event and validate it opens the group form header, and that there is a "Group Members" list group item.

Topics

• Client • Family Cases • Groups • Supervisor • Taskbar • Treatment Plans • Widgets

ECS-55158 Summary | Details

Test Items/Test Groups Ordering

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

NX Test Setup Answers (RD) Subform

Scenario 1: Validate Test/Assessments Items Preserve Order When Using Drag & Drop

Specific Setup:

Available Test Form to edit.
Test form contains at least two existing Test Groups.

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design – People".
Select a User-Defined test that isn't being used yet.
Drag and drop a new "Test Group" into the test between two existing groups.
Confirm that existing groups "Order" values are updated to make room for the newly added group.
Add new Test questions/items into the new Test Group and take note of the ordering.
Save Test.
Confirm that new "Test Group" with Test Items are all in the same order/placement as they were dragged before saving, and that their ordering is the same as before.
Test dragging one of the Test Items to a new place in the test.
Save and confirm that the Item orderings have updated accordingly.

Topics

• Assessments • Forms • Setup

ECS-55177 Summary | Details

Taskbar > Attendance Check In/Out > Check In/Out > Attendance Check In/Out

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

Attendance Tracking
Client Header 2
Client Search
Critical Information

Scenario 1: Validate Client With A Deleted Attendance Enrollment Does Not Appear Twice In Attendance Module

Specific Setup:

Requires a client that is enrolled into a "Attendance Facility".
Client should also have a previous "Attendance Facility" enrollment that was "Soft Deleted" (deleted with a strikethrough).

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Attendance Check In/Out".
Select desired "Facility".
Validate the client is not listed twice in the listing.

Topics

• Attendance Tracking

ECS-55203 Summary | Details

Wizard Performance Improvement

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

Client Search
Initial Enrollment for New Person [ADD]
New Client Personal Information [EDIT]
Outside Organizations - distinct
Person Information [ADD]
Placement Events by Agency/Program - People2
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Wizard
Worker Role (to a client or in a workgroup) Table
Select Group
Billing staff credentials
Job Title Listing - Employees
Managing Offices By Agency Operated
New Staff [ADD]
Person Information No Anonymous [ADD]
Staff Credentials History Subform
Staff-Site Link Subform
New Referral to the Agency [ADD]
Referral Reason Table
Referral Search
Referral Source - Referral In

Scenario 1: Prevent Creation Of Client As Same Person As Staff

Specific Setup:

Staff and Client records with similar names.

Steps

Navigate to "Client Module".
Create a new Client under “New Intake Wizards”.
Fill out required fields using similar name and click “Proceed”.
Validate "Staff Name" from preconditions is not available to select from "Wizard Process - Intake".
Navigate to “Agency > Staff & Security > Staff Profiles with Security”.
Click “Select Name” and "New".
Fill out required fields, using the similar name and click "Proceed".
Validate "Client Name" from preconditions is not available to select from "Wizard Process - Staff".

Scenario 2: Prevent Creation of Staff and Client As Same Person In Groups

Specific Setup:

Staff and Client have similar names.

Steps

Navigate to "Groups > Group > Information > Enrollments" and select an existing Group.
Press "Add New" and create a new "Group Enrollment" event to launch the "Wizard Process - Support Group Enrollment".
Fill out the required fields with the similar name from preconditions, click "Proceed".
Confirm that only the Client with that name and not the Staff shows up in the search results (along with other non-staff people).

Scenario 3: Create New User - Time Out

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Click the "Select Name" button.
Click the "New" button.
Enter information within the "Last Name" field.
Enter information within the "First Name" field.
Enter a Gender within the " Gender" Field.
Click "Proceed".
Check "Create new record" with information entered.
Click "Proceed".
Enter information within the "Job Title" field.
Enter a "Start Date".
Enter a "Supervisor.
Enter applicable Managing offices in the "Managing Offices" field.
Click Finish.

Scenario 4: Referral – Non Client

Steps

Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
Click Search and create New Referral Wizards and select Default Referral Wizard.
Enter Last Name, First Name, and Gender, then click Proceed.
Click "Create New Person" then click Proceed.
Click Proceed and don't enter Family Information.
Enter Referral Date then enter Referral Time
Fill remaining required fields and click Finish.
Navigate to " Client > Client Information > Personal Information > Demographics".
Click in Search and search for the name used in step 3.
Validate the client does not exist.

Scenario 5: Validate Existing Staff With Same Name Display When Adding New

Specific Setup:

Existing Staff records with similar names.

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Click the "Select Name" button.
Click the "New" button.
Enter information within the "Last Name" field.
Enter information within the "First Name" field.
Enter a Gender within the "Gender" field.
Click "Proceed".
Check "Create new record" with information entered.
Click "Proceed".
Enter information within the "Job Title" field.
Enter a "Start Date".
Enter a "Supervisor.
Enter applicable Managing offices in the "Managing Offices" field.
Click Finish.

Topics

• Client • Family Cases • Groups • Referral Application • Setup • Staff

ECS-55210 Summary | Details

Held Claims Where Service Date Equals Billing Through Date

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

Agency [EDIT]
All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Client Search
Diagnosis General [ADD]
Diagnosis Search Service
FinanceClaims
Immediate Billing Run Request [ADD]
Priority Table
Submitter Information

Scenario 1: Validate Held Claim Is Released When Billing Run End Date Is Same As Service Date

Specific Setup:

Requires a claim that is held.
Scenario uses a claim that is held for no diagnosis.

Steps

Navigate to "Client > Case Management > Health Information > Diagnoses Information".
Select desired client.
Add desired "Diagnosis".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Immediate Run".
Fill in required fields to generate a claim for desired client.
For the "From and Through Date" enter the same day as the service.
Save.
Wait for billing to run.
Validate the desired claim is released.

Topics

• Finance

ECS-55236 Summary | Details

New Service Facility Set Is Now Available

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

Billing Batches Management
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceClaims
Staff Information Form Set
Staff License Numbers Subform
Staff Listing - Agency Employees (By People ID)
837 File
Billing Run Request Limit People Subform
Immediate Billing Run Request [EDIT]
Service Facility Set Link Subform
Staff with Security [EDIT]

Scenario 1: Validate "Service Facility Set" on Staff Profile

Specific Setup:

Facility has been configured with a group profile ID at "Finance Setup > General Setup > Processing Setup Tables > Service Facility Set".
Billing Information on Staff Profiles & Security have been updated with the "Service Facility Set" within "License Information and NPI Override".
Services provided by staff are ready to bill.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management" and create " New Run" to include claim(s) and service(s) on a staff with "Service Facility Setup".
Once batch is complete, Click "Actions" and "Open Batch".
Click "Create Output" button.
Click "Download Electronic File"
Validate the License# within the 837 Output.
Click X close

Scenario 2: Validate "Service Facility Set" Not on Staff Profile

Specific Setup:

"Staff Billing information on Staff Profiles With security contains required "ID Type", "License #", "Payor", "Effective Date" and "Through Date".
Services provided by staff are ready to bill.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management" and create " New Run" to include service(s) from staff that are ready to bill.
Once batch is complete, Click "Actions" and "Open Batch".
Click "Create Output" button.
Click "Download Electronic File"
Validate "License#" within the 837 Output.
Note: The "License#" is the Value that is not within the "Service Facility Set".

Scenario 3: "Service Facility Set" Not Setup Within Effective/Through Dates – 837 Output

Specific Setup:

"Staff Billing information on Staff Profiles With security contains required "ID Type", "License #", "Payor", "Effective Date" and "Through Date".
Services provided by staff has been billed.
Claim batch with claims with Dates of Services within the Effective and Through Date.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management" and open "Batch".
Click "Create Output" button.
Click "Download Electronic File"
Validate the License# within the 837 Output.
Note: The License# should be the value that is entered within the Effective Date/Through Date for the appropriate Payor.
Click X close

Scenario 4: Validate Duplicate License for Payer Message

Specific Setup:

Facility has been configured with a group profile ID within "Finance Setup > General Setup > Processing Setup Tables > Service Facility Set".
User has access to "Staff with Security".

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Edit existing "Name" record.
Add additional record to Billing Information sub-form duplicating the "ID Type", "Payor", and "Effective Date" fields.
Set the "Service Facility Set" field.
Click the "Save" button.
Validate the duplicate message displays.
Click OK and click the "Cancel" button.

Topics

• Finance • Finance Setup • Staff

ECS-55248 Summary | Details

Referral Information

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

Initital Contact Inquiry Type
Referral Search
Referral to Agency [EDIT]

Scenario 1: Validate Can Enter Data in “Phone Number Calling From” Field on Referral Form

Specific Setup:

Available Referral to Agency referral to edit.

Steps

Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
Select a Referral.
Click on the Agency Referral row.
Select "Phone" for "Initial Contact Method".
Validate "Phone Number Calling From" is enabled and a number can be entered, save.
Reopen and validate data has been updated.

Topics

• Program Referrals

ECS-55303 Summary | Details

Call Center Follow Up Events

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

Call Center Search Forms [ADD]
Call Disposition with Intake [EDIT]
Health Assessment [ADD]
Health Assessment [VIEW]

Scenario 1: Call Center - Validate Follow Up Event Links to Call Center Call

Specific Setup:

Available Call Center Event linked to Follow Up Event.

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Create a new call.
Fill required information, select desired client, and choose call center event from setup.
Fill required information for call center event and add a Follow Up event.
Fill required information and save.
Save and Mark Completed the call center call.
Click "View more..." on completed call.
Validate Follow Up event is attached.
Create a 2nd new call.
Fill required information, select desired client, and choose call center event from setup.
Fill required information for call center event, Save and Mark Completed.
Click "View more..." on completed call.
Add a Follow Up event.
Fill required information and save.
Validate Follow Up event is attached to the call.
Create a 3rd new call.
Fill required information, select desired client, and choose call center event from setup.
Fill required information for call center event, Save and Close.
Click "Follow Up" on incomplete call under "Incomplete Calls".
Select a Follow Up event and fill required information then save.
Click "View more..." for incomplete call.
Validate Follow Up event is attached to the call.

Topics

• Call Center

ECS-55309 Summary | Details

837i Covered and Non-Covered Days

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

837 File
Billing Batches Management
Claim Output Ready
FinanceClaims
Service Facilities Form Set
Service Facilities Listing
Service Facility [EDIT]

Scenario 1: Validate Covered Days Output in BE:80 Segment of 837 Output File

Specific Setup:

"MN DHS Occupancy Coefficient" is populated on service facility.
"Include rate code in HI segment (for NYSDOH)" is not checked.
"Include Covered Days in HI" segment is checked.
"Output Non-Covered Days" is not checked on rate.
Test system contains a test batch for this receiver with claims tied to the service facility above.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create the 837 output for your test batch.
Start Billing Run.
Download the 837 output file.
Verify in the 837 file that all claims in this file have the following: "HI*BE:24:::[Coefficient Field]*BE:80:::[Number of days of service]".
Note: The number after "BE:24" should always be the value entered for your test facility in the coefficient field. The number after "BE:80" should be the number of days/units for that claim.

Scenario 2: Validate Non-Covered Days Output in BE:81 Segment of 837 Output File

Specific Setup:

"MN DHS Occupancy Coefficient" is not populated on service facility.
"Include Covered Days in HI" segment is checked.
"Include rate code in HI segment (for NYSDOH)" is not checked.
"Output Non-Covered Days" is checked on rate.
Test system contains a test batch for this receiver with claims tied to the service facility above.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create the 837 output for your test batch.
Start Billing Run.
Download the 837 output file.
Verify in the 837 file that all claims in this file have the following: "HI*BE:80:::[Number of days of service]*BE:81:::[Number of non-covered days]".

Topics

• Finance

ECS-55326 Summary | Details

Scheduled Group Appointments in MoblieCaregiver+

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

Client Related Task - New [EDIT]
Client Search
Client Service Management Form Set
FrontDeskCheckIn
Schedule
Visits > Add new visit
Critical Information
Navigation and Menu
Visits

Scenario 1: Validate Front Desk NX and Service Entry When Client Is Enrolled Within One Program

Specific Setup:

User has access to MobileCaregiver +.
MobileCaregiver + enabled environment.

Steps

MobileCaregiver+

Schedule a new visit with multiple recipients and save.

myEvolv

Within Client > Case Management > Service Management > Non-Reconciled Draft Events, validate the scheduled event contains the below for the visit(s) scheduled in MobileCaregiver+ step 1.

Activity, Staff Responsible, Scheduled Date/Time, and Duration.

Open the event in Client > Case Management > Service Management > Non-Reconciled Draft Events and validate the "Override Overlapping Validation" field is checked off, and that there is a code present within the "Override Overlapping Validation Reason" field.
In Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX, set the desired "Location" and "Date" filters to match the visit created within MobileCaregiver+ step 1.
Validate the Visit created from MobileCaregiver+ step 1 is present within the "Scheduled" column within Front Desk NX.

Scenario 2: MCG Group Appointments – Client Enrolled in Multiple Programs

Specific Setup:

User has access to MobileCaregiver +.
MobileCaregiver + enabled environment.

Steps

MobileCaregiver+

Add new visit with multiple recipients and save.

myEvolv

Validate one of the recipients is enrolled in multiple programs that offer an event that can be performed within MobileCaregiver+.
Within Client > Case Management > Service Management > Non-Reconciled Draft Events, validate the scheduled event contains the below for the visit(s) scheduled in MobileCaregiver+ step 1.

Activity, Staff Responsible, Scheduled Date/Time, and Duration.

Open the event in Client > Case Management > Service Management > Non-Reconciled Draft Events and validate the "Override Overlapping Validation" field is checked off, and that there is a code present within the "Override Overlapping Validation Reason" field.
In Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX, set the desired "Location" and "Date" filters to match the visit created within MobileCaregiver+ step 1.
Validate the Visit created from MobileCaregiver+ step 1 is present within the "Scheduled" column.

Topics

• Client • Front Desk • Service Entry • Third Party Solution

ECS-55328 Summary | Details

Staff Time Off in Staff Calendar

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

FrontDeskCalendar
FrontDeskCheckIn
Staff Calendar
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff Schedule Details B2 Subform
Staff Time Off - People [ADD]
Weekdays

Scenario 1: Validate Staff Appointments in Staff Calendar

Steps

Navigate to "Agency > Staff & Security > Staff Information > Work Schedule".
Search and select desired Staff.
Click the desired Schedule.
Add another weekday schedule.
Check "Schedule Applies to all Staff Managing Offices?" checkbox.
Click Save.
Navigate to "Agency > Staff & Security > Staff Information > Vacation Schedule".
Click "Add New" button.
Select "Add Event" from the "New/Scheduled" dropdown list.
Select "Personal" from the "New Events" dropdown list.
Fill out required fields.
Click Save.
Navigate to "Taskbar > Scheduled Tasks > Task List > Calendar".
Click on the Scheduled Date.
Validate the appointment displays once.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click the "View Calendar" button.
Click desired Staff checkbox.
Select Scheduled Date in the Month view.
Validate a single record displays for the appointment record.
Click Close.

Topics

• Calendar

ECS-55350 Summary | Details

Staff Previous Names

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

ABA Session [ADD]
ABA Session [DELETE]
ABA Session [EDIT]
ABA Session [VIEW] *SIGNED*
Client Search
Client Service Entry
EvolvCS Client [EDIT]
Name History - Staff Subform
Simple Service with test [ADD]
Simple Service with test [DELETE]
Simple Service with test [EDIT]
Simple Service with test [VIEW] *APPROVED*
Simple Service with test [VIEW] *SIGNED*
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff Personal Information [EDIT]

Scenario 1: Validate Signature is Honoring Staff Name Changes

Specific Setup:

Must be logged in with staff who will receive changes.
Access to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Access to change staff info under "Agency > Staff & Security > Staff Information > Personal Info".
Event set up for e-sign.
Event set up for submit/unsubmit.
Event set up for routing.

Steps

Navigate to "Agency > Staff & Security > Staff Information > Personal Info".
Add an entry into "Name Change History" and set "To Date" to yesterdays date.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select a client and Add an E-Sign Event.
Fill form and save.
E-Sign the event and validate signature contains current staff name.
Add a Route Event.
Fill form and save.
Route the event to supervisor to change the event status to "Signed/Submitted".
Open the Routed Event and validate signature contains current staff name.
Turn on Audit Snapshot under "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Navigate to "Client > Case Management > Service Management > Service Entry".
Add a Submittable Event.
Fill form, save and submit the event.
Open the form.
Validate the event is snapshotted and signed with the current staff name.
Navigate to "Agency > Staff & Security > Staff Information > Personal Info".
Add an entry into "Name Change History" and set "To Date" to a future date.
Navigate to "Client > Case Management > Service Management > Service Entry".
Open the Submitted Event and validate staff signature name changed to previous name.
Open the Routed Event and validate staff signature name changed to previous name.
Open the E-Signed Event and validate staff signature name changed to previous name.

Topics

• Agency • Client • Setup

ECS-55387 Summary | Details

Register myEvolv Clients with ASAM

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

ASAM Continuum [EDIT]
ASAM Events
ASAM Webpage
Client Search
ASAM Assessment Search
Client Personal Information [EDIT]
ASAM Continuum Form Set
Staff Information Form Set
Staff Information with no Security [EDIT]
Staff Listing - Agency Employees (By People ID)

Scenario 1: ASAM - Validate Dashboard Form Launches Correct ASAM Form

Specific Setup:

System has been configured for ASAM Assessments.
A Client that is active.

Steps

Navigate to: Client > Case Management > ASAM Continuum - NR > ASAM Continuum Launch
Select the client to be used.
Select the "Assessment Type" of "ASAM Continuum Comprehensive"
Select the "Click Here" link for the "Enter New ASAM".
Validate the ASAM Website displays.
Validate a Patient Information Window Displays.
Fill in the window.
Validate the "Client Name", "Date Of Birth", matches.
Validate the "Created By" is the staff that is logged in.
Validate the webpage contains "ASAM CONTINUUM".
Close the window.
Select the "Assessment Type" of "ASAM Continuum Triage"
Select the "Click Here" link for the "Enter New ASAM".
Validate the webpage contains "ASAM CONTINUUM".
Validate the ASAM Website displays "ASAM CO-Triage".
Validate the "Client Name", "Date Of Birth", matches.
Validate the "Created By" is the staff that is logged in.

Scenario 2: ASAM Dashboard - Sending Client Data - Validating NAME And Date of Birth Change

Steps

Navigate to "Client > Case Management > ASAM Continuum - NR > ASAM Continuum Launch".
Select Client.
Fill in the form and select one of the links to access the "ASAM Website".
Validate the "Client Name" and "Date of Birth" match.
Exit the website.
Navigate to " Client > Client Information > Personal Information > Demographics".
Change the "Last Name" or First Name", and "Date of Birth".
Save the form.
Navigate to "Client > Case Management > ASAM Continuum - NR > ASAM Continuum Launch".
Select one of the links to access the "ASAM Website".
Validate the modified "Client Name" and "Date of Birth" match.

Scenario 3: ASAM Dashboard - Validate Staff Needs A Worker Email Configured

Specific Setup:

A staff member that has a work email.
A client that has completed assessments.

Steps

Navigate to "Client > Case Management > ASAM Continuum - NR > ASAM Continuum Launch".
Select the client.
Validate no dialog boxes display.
Click the"Opne ASAM Assessment Search".
Validate the "ASAM Assessment Search" look up table displays.
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select the staff to be used.
Delete the "Work Email" entry.
Save the form.
Log out
Log back in
Navigate to "Client > Case Management > ASAM Continuum - NR > Saved ASAM Assessments".
Select the client.
Click the "ASAM Continuum Tab"
Validate "Failure to register client with ASAM" message displays.
Click "OK".
Select an "Assessment Type".
Click the "Open ASAM Assessment Search" hyperlink.
Validate the dialog box displays "Failure to execute ASAM search: "Missing ASAM credentials for staff: Email Address".
Validate the search look up table is blank.
Click the "Enter New ASAM" hyperlink.
Validate a message displays "Failure to execute ASAM search: "Missing ASAM credentials for staff: Email Address".
Add the work email back to the staff.
Redo the test.
Validate no messages display.

Scenario 4: Pushing Client Data to ASAM

Steps

Internal Testing Only.

Topics

• Assessments

ECS-55398 Summary | Details

Ability to Access "ASAM Assessment Website" To Create an Assessment

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

ASAM Continuum [EDIT]
ASAM Events
ASAM Webpage
Client Search

Scenario 1: ASAM - Validate Dashboard Form Launches Correct ASAM Form

Specific Setup:

System has been configured for ASAM Assessments.
A Client that is active.

Steps

Navigate to: Client > Case Management > ASAM Continuum - NR > ASAM Continuum Launch
Select the client to be used.
Select the "Assessment Type" of "ASAM Continuum Comprehensive"
Select the "Click Here" link for the "Enter New ASAM".
Validate the ASAM Website displays.
Validate a Patient Information Window Displays.
Fill in the window.
Validate the "Client Name", "Date Of Birth", matches.
Validate the "Created By" is the staff that is logged in.
Validate the webpage contains "ASAM CONTINUUM".
Close the window.
Select the "Assessment Type" of "ASAM Continuum Triage"
Select the "Click Here" link for the "Enter New ASAM".
Validate the webpage contains "ASAM CONTINUUM".
Validate the ASAM Website displays "ASAM CO-Triage".
Validate the "Client Name", "Date Of Birth", matches.
Validate the "Created By" is the staff that is logged in.

Topics

• Assessments

ECS-55407 Summary | Details

MobileCareGiver + Front Desk Appointment Stages

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

FrontDeskCheckIn
Login Screen
Navigation and Menu
Service and Attendance Facilities Listing
Visit
Visits
Visits > Add new visit

Scenario 1: MCG+ Group Appointments

Specific Setup:

User access to MobileCaregiver+.
User access to MobileCaregiver+ Mobile Application.
User Access to myEvolv Front Desk

Steps

MobileCaregiver+

1. Click on the "Schedule Tab".

2. Click the +Icon to Add New Visit.

3. Set the "Select Recipient" and the "Select Additional Recipients" field.

4. Set the "Caregiver" field

5. Select desired service(s) within the "Select Service" field.

6. Set the "Choose start date", "Choose start time", and "Duration minutes".

7. Click the "Save" button.

myEvolv NX

8. Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".

9. Set the "Location" field and click the "Apply Filters" button.

10. Click the Refresh button and validate that the New Visit(s) created within MobileCaregiver+ steps 1 - 7 are within the "Scheduled Column.

MobileCaregiver+ Mobile Application

11. Open the application and Tap on the "Visit Details" for the visit created within MobileCaregiver+ steps 1 - 7.

12. Tap on the "Start Visit" button and validate the "Visit Started".

13. Select Menu and logout.

myEvolv NX

14. Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".

15. Set the "Location" field and click the "Apply Filters" button.

16. Click the Refresh button and Validate that the Visit(s) started within MobileCaregiver+ Mobile Application are within the "Checked-In" Column.

Topics

• Front Desk • Third Party Solution

ECS-55408 Summary | Details

Group Appointments Completed in Mobile CareGiver+

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

Client Search
Client Service Entry
Drawing signature
FrontDeskCheckIn
Navigation and Menu
Signature
Start Visit
Visit Notes
Visit Sign Off
Visit Started
Visits
Visits > Add new visit
Work List
Work List (Standalone) > Edit - Billable Service Start / End

Scenario 1: MCG+ Group Appointments – Visits and Notes

Specific Setup:

User access to MobileCaregiver+.
User access to MobileCaregiver+ Mobile Application.
User access to myEvolv Front Desk
User access to myEvolv Service Entry

Steps

MobileCaregiver+

1. Click on the "Schedule Tab".

2. Click the +Icon to Add New Visit.

3. Set the "Select Recipient" and the "Select Additional Recipients" field.

4. Set the "Caregiver" field.

5. Select desired service(s) within the "Select Service" field.

6. Set the "Choose start date", "Choose start time", and "Duration minutes".

7. Click the "Save" button.

MobileCaregiver+ Mobile Application

8. Open the application and Tap on the "Visit Details" for the visit created within MobileCaregiver+ steps 1 - 7.

9. Tap on the "Start Visit" button and validate the "Visit Started", and add "Progress Notes" for each client and complete.

myEvolv NX

10. Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".

11. Set the "Location" field and click the "Apply Filters" button.

12. Click the Refresh button and validate that the New Visit(s) created within MobileCaregiver+ steps 1 - 7 are within the "In Progress" Column.

13 Navigate to "Client > Case Management > Service Management > Service Entry" and validate:

Status of "Scheduled" is not set.
Service Details (program, event, date(s), duration, and facility).
Display of "Progress Notes" entered from step 9.

MobileCaregiver+

14.Click on the Work List

15.Click the appointment row

16.Update the Billable Start and Billable End times. Save and click release.

myEvolv NX

17.Navigate to "Client > Case Management > Service Management > Service Entry" and validate Start Date, End Date, and Duration of the completed visit.

Topics

• Client • Third Party Solution

ECS-55432 Summary | Details

The Ability to Execute Customized Front Desk Reports

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

Agency [EDIT]
Agency Custom Report Link Subform
Custom Report Area
Custom Reports
FrontDeskCalendar
FrontDeskCheckIn
NX Report Processor
Service and Attendance Facilities Listing
Staff - Service Providers by Program and Facility
Agency Custom Report Link [EDIT]

Scenario 1: Front Desk Reports - Validate the Custom Report Functions

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select "View Calendar".
Select the "Reports" tab under the "Filters" section.
Fill in the "Staff" and "As Of Date".
Run the report for each combination.
Repeat the process for each "Report By" option in the drop down list.
Validate the report runs accurately based off the parameters entered.
Navigate to "Agency Setup > Agency > Agency > Agency Information".
Click on the "Custom Link Report".
Remove the "Custom Link" row for the Front Desk Report.
Save the form.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select "View Calendar".
Select the "Reports" tab under the "Filters" section.
Run the report
Validate the system default report displays.

Scenario 2: Front Desk Reports - Agency Information - Custom Report Link SubForm- Validations

Steps

Navigate to Agency Setup > Agency > Agency > Agency Information.
Validate the "Custom Report Link" displays on the left.
Select the "Custom Report Link".
Validate the SubForm "Custom Report Link" displays in that section.
Click the "Report Area" look up table.
Validate the "Custom Report Area" look up table displays.
Validate the only selection is "FD_CR", "Front Desk Calendar Report".
Select the item.
Click the "Custom Report" look up table.
Validate the "Custom Reports" look up table displays.
Search for the "Report Name", "Front Desk W/Unit".
Select it.
Save the Agency Information Form.
Validate the items save display accurately.
Add two other reports and save the Form.
Validate the values saved display accurately.
Expand the row with the "Action" button.
Validate the SubForm information displays.
Close the expanded form.
Delete and recall the rows.
Delete 2 of the rows and save the Agency Information Form.
Validate the rows that were selected were deleted.

Topics

• Front Desk • Reports

ECS-55442 Summary | Details

Call Center Additional Events

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

Additional Events Subform
Call Center Search Forms [ADD]
Call Disposition with Intake [EDIT]

Scenario 1: Validate Additional Events Only Display Events Associated with Current Call Event

Specific Setup:

Access to "Setup > Call Center > Events > Events Setup".

Steps

Navigate to "Setup > Call Center > Events > Events Setup".
Click Desired Call Center Event.
Take note of events under "Additional events".
Navigate to "Taskbar > Call Center > Call Center > Call Center".
Start a new call.
Fill form and select desired Event.
Validate events under "Additional events" match Events Setup page.
Save and complete call.
Click "View more..." on completed call.
Validate events under "Additional events" match Events Setup page.

Topics

• Call Center

ECS-55462 Summary | Details

Vendor Information Form Now Clears Create Prenotification

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

Check Log [VIEW]
ChecksCreationLog
Vendor Information [EDIT]
Vendors Form Set
Vendors Table

Scenario 1: Validate "Create Prenotification" Flag Is Unchecked When “Has Direct Deposit” Is Unchecked

Specific Setup:

Two vendors:
Vendor1 "Has Direct Deposit" is checked.
Vendor2 "Has Direct Deposit" is unchecked.
Check created with both vendors billed.

Steps

Navigate to "Finance > Accounts Payable > Vendors > Vendor Information".
Select Vendor 1 from setup.
Validate "Has Direct Deposit" is checked.
Check "Create Prenotification".
Uncheck "Has Direct Deposit" and verify "Create Prenotification" becomes unchecked and disabled.
Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
Expand check row and facility row.
Click Check No. for Vendor 1.
Validate "Has Direct Deposit" is checked.
Click Check No. for Vendor 2.
Validate "Has Direct Deposit" is not checked.
Navigate to "Finance > Accounts Payable > Vendors > Payments Made".
Select Vendor 1 from setup.
Validate Check # row contains "Is Direct Deposit" yes.
Select Vendor 2 from setup.
Validate Check # row contains "Is Direct Deposit" no.

Topics

• Finance

ECS-55519 Summary | Details

Qualifying Services Now Honor Minimum and Maximum Distinct Events

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

Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Plan Setup NX [EDIT]
Billing Qualifying Services Link to Rate Subform
Billing Rate - Placement Based NX [EDIT]
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
Client Search
Client Service Entry
ContractsRatesSetup
FinanceClaims
Immediate Billing Run Request [ADD]
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Placement NX Form Set
Submitter Information

Scenario 1: Validate Use Distinct Events With Min And Max

Specific Setup:

Requires a rate that is set up to require "Qualifying Services".
"Qualifying Service" list contains at least 4 different services.
Scenario works with a rate that bills "Facility Placement" services.

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
Select desired "Payor".
Drill down into desired "Plan" to select desired "Program/Service and Rate".
Open the rate history and scroll to "Qualifying Services Rules".
Set the "Min Number" to desired number, i.e 2.
Set the "Max Number" to desired number, i.e 3.
Check "Use Distinct Events".
Save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Enter 1 "Qualifying Events".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" to generate a billing run for the desired client.
Once billing has completed validate it did not generate a claim.
Navigate to "Client > Case Management > Service Management > Service Entry".
Enter 2 more individual events from the "Qualifying Service" list.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess the billing run.
Once billing has completed, validate it generated a claim.
Open the resulting claim.
Validate it generated the desired claim and is linked to the desired "Qualifying Services".
Navigate to "Client > Case Management > Service Management > Service Entry".
Enter a 4th event from the "Qualifying Event" list.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess the billing run.
Validate it did not produce a claim.

Topics

• Finance • Finance Setup

ECS-55568 Summary | Details

Hold Time on Front Desk/Staff Calendars

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

Active events by Program or Clinic2
FrontDeskCalendar
FrontDeskCheckIn
People Events/Tasks Listing
People Search with New
Program by Managing Office and Agency
Staff - Service Providers (by Staff_id) NES
Staff - Service Providers by Program and Facility
Staff Calendar

Scenario 1: Validate Ability to Reserve/Hold Time on Front Desk/Staff Calendars

Specific Setup:

Available calendar slot for desired staff.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select desired staff from filter.
Create New Staff Appointment of a Hold Time event for the staff.
Validate hold time shows on Front Desk Calendar.
Navigate to "Taskbar > Scheduled Tasks > Task List > Calendar".
Select desired staff.
Validate hold time shows on Calendar.
Click Advanced search in Front Desk Calendar.
Set filter, check "First Available Hold?" checkbox, and search.
Validate only first available hold time shows.
Schedule the desired event using the advanced filter during a partial hold time.
Validate desired event schedules and a new hold time event appears and covers the remainder of the time.

Topics

• Calendar

ECS-55586 Summary | Details

Scheduling Site

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

1. Simple Service Entry [ADD]
Client Service Entry
Scheduling Site - Dashboard
Scheduling Site - Staff Calendar

Scenario 1: Validate Scheduled Events Duplicating

Steps

Internal Testing Only.

Topics

• SchedulingSite

ECS-55599 Summary | Details

Guarantor Codes for ProviderConnect Enterprise

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

Benefit Assignment [ADD]
Benefit Assignment [EDIT]
Payers of Agency
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Payor Information [EDIT]
Plans/Contracts by Staff
Relationship - Family Table

Scenario 1: ProviderConnect Enterprise - Validate Guarantor Codes on Plans/Contracts

Steps

Internal Testing Only.

Topics

• ProviderConnect Enterprise

ECS-55616 Summary | Details

Status Fields On Treatment Plans

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

Client Search
ServicePlanForm
ServicePlanList
Treatment Plan Library (by Category)

Scenario 1: Validate Treatment Plan Status Field When Using On Change Form Code

Specific Setup:

Requires a treatment plan where "Actual Date" field contains the form code "updateChildComponentColumns(this, "actual_date", "service_plan_status_date");" on the "On Change Script".

Steps

Navigate to "Client > Case Management > Plan Development > Planning".
Select desired client.
Click "Start New Plan".
Fill in the "Date Started" and Completed Date.
Click on the first component of the plan, such as "Area of Treatment".
Validate the "Status" field contains desired status, for an Initial Plan this should be "Established"
Validate the "Status Date" contains the date from "Date Started".
Repeat for the remaining components.

Topics

• Forms • Treatment Plans

ECS-55685 Summary | Details

Bells - myEvolv Events Will Be Updated with Bells Appointment Notes

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

Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Service and Attendance Facilities Listing

Scenario 1: Bells - Validate "Has Single Note" Events In "myEvolv" Display The Note Entered In "Bells"

Specific Setup:

An Event exists in "Agency Setup > Event Setup > People > Events Setup" that will have the following:
The "Has Single Note" will be check marked.
The "Has multiple Notes" will be not be checked.
The "Can be Scheduled" will be check marked.
Event is configured to be submitted, with auto and electrical signature.
"Agency Setup > Services Setup > By Program > Individual Services".
Select the service
Check the following:
"Can Submit?".
"Electronically Signed?".
The client to be used is part of the Bells Workgroup or is assigned to a staff that is a bells staff setup.
A Bells Login to myEvolv exists.
The client is enrolled and has access to the event to be scheduled.
The event in "myEvolv" is displaying in "Bells" as an appointment.

Steps

In the "Bells" System select the appointment that will be updated.
Add a note to the "General" section.
Go through the steps to "Sign" and finalize the note.
In "myEvolv", navigate to "Client > Case Management > Service Management > Service Entry".
Select the client that had the note updated in the "Bells" system.
Select the "Event" that was updated.
Validate the "Event" is displaying in the "[View] Submitted" form and contains an "Un-Submit" button.
Validate the "Progress Note" section contains the "General" note entered.

Scenario 2: Bells - Validate "Multiple Note" Events In "myEvolv" Display The Note Entered In "Bells"

Specific Setup:

An Event exists in "Agency Setup > Event Setup > People > Events Setup" that will have the following:
The "Has Single Note" will Not be check marked.
The "Has multiple Notes" will be checked.
The "Can be Scheduled" will be check marked.
Event is configured to be submitted, with auto and electrical signature.
"Agency Setup > Services Setup > By Program > Individual Services".
Select the service.
Check the following:
"Can Submit?".
"Electronically Signed?".
The client to be used is part of the Bells Workgroup or is assigned to a staff that is a bells staff setup.
Bells Login to myEvolv exists.
The client is enrolled and has access to the event to be scheduled.
The event in "myEvolv" is displaying in "Bells" as an appointment.

Steps

In the "Bells" System select the appointment that will be updated.
Add a note to the "General" section.
Go through the steps to "Sign" and finalize the note.
In "myEvolv", navigate to "Client > Case Management > Service Management > Service Entry".
Select the client that had the note updated in the "Bells" system.
Select the "Event" that was updated.
Validate the "Event" is displaying in the "[View] Submitted" form and contains an "Un-Submit" button.
Validate the "Participating Staff/Notes" section contains the "General" note entered.

Topics

• Call Center • Event Setup

ECS-55698 Summary | Details

Row Listings

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

Agency Setup >Agency >Program Setups >Enrollment Modifiers
Agency/Programs Table
Program Modifier in Agency

Scenario 1: Validate Listings Do Not Contain + "Expand" Option

Steps

Navigate to "Agency Setup >Agency >Program Setups >Enrollment Modifiers".
Validate the "+" sign is no longer present on the listings.
Right click a listing.
Validate it can be modified and saved.
Repeat steps for "Agency Setup >Services Setup >By Program >Individual Services".
Repeat steps for "Agency Setup >Workflows Setup >By Type >Client".
Repeat steps for "Client >Case Management >Service Management >Assessments".
Repeat steps for "Client >Case Management >Health Information >Allergies".

Topics

• Agency Setup • Assessments

ECS-55782 Summary | Details

Front Desk NX Behavior

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

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

Scenario 1: Validate Appointments With Multiple Agency Program Service Links Enabled Can Be Scheduled in Front Desk Calendar

Specific Setup:

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

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click View Calendar.
Choose desired staff and schedule new event.
Select event from setup, fill form and save.
Validate Event appears on schedule.
Close the Calendar window.
Click Refresh.
Validate event appears in Scheduled column.
Check in event.
Validate event moves to Checked In column.

Topics

• Calendar • Front Desk

ECS-55788 Summary | Details

Merge Utility and Agency Placement

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

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

Scenario 1: Validate Agency Placement Can Be Deleted After Utilizing Merge Utility

Specific Setup:

Two new clients enrolled in different programs.
Available third program with require enrollment to receive services enabled.
Access to Merge Utility under "Taskbar > System Maintenance > Application Maintenance > Merge".

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "View Calendar".
Schedule an appointment for Client A.
Select a program that Client A is not enrolled, that requires enrollment to receive services.
Save and check in the client.
Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
Select Client A to be merged with Client B.
Merge the two clients.
Delete the remaining Agency Placement from Client A.
Validate deletion takes place.

Topics

• Utilities

ECS-55839 Summary | Details

Call Center Event Time Zone

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

Call Center Search Forms [ADD]
Call Center Search Forms [EDIT]
Call Disposition with Intake [EDIT]
CallCenterlisting
Chrome
Gender Table
Program Listing By Agency and Worker
Provider Sites by Program Not Explicit (Vacancy)
Referral Reason Table
Unit Table

Scenario 1: Call Center – Validate Call Center Event Can Be Completed in Different Time Zone

Specific Setup:

Under "Setup > Event Setup > Call Center Events > Events Setup", Enable "Validate against enrollment and discharge dates" on Crisis Alert Event.
Add event log field End Date to "Call Disposition with Intake" form.

Steps

Close all browsers and change your time zone one hour or more ahead of the server time zone (i.e. from EST to AST).
Re-open myEvolv NX and Navigate to "Taskbar > Call Center > Call Center > Call Center".
Select "New Call".
Enter Date/time of the call a date within an hour from midnight (i.e. 12:05 AM).
Enter other required fields and a enter a new client name
Click "Next".
Select "Create new person" and click "Next".
Click "Next" again to choose new client.
Select "Request for Referral" from the event and fill all required information.
Fill Program, Site and check "Intake Needed" under Create Intake.
Click "Save and Close".
Close browser and change your time zone back to original.
Navigate back to "Taskbar > Call Center > Call Center > Call Center".
Open the call.
Change event to "Crisis Alert" this time.
Fill End Date within an hour from midnight (i.e. 12:15AM).
Click "Save and Close".
Validate no validation errors.

Topics

• Call Center

ECS-55844 Summary | Details

Recurring Billing and Sent Batches

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

Billing Batches Management
Billing Run Request Limit People Subform
Claim Output Ready
Claim/Invoice Batch [VIEW]
Client Search
Client Service Entry
FinanceClaims
Recurrence Type for Billing Runs
Recurring Billing Job [ADD]
Submitter Information

Scenario 1: Validate Recurring Bill Run Does Not Reprocess A Sent Batch

Specific Setup:

Requires a "Submitter" that can bill "Multiple Receivers".
Requires billable services under each "Receiver".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Scheduled Recurring Run".
Fill in required fields.
Select "Recurrence Type" of weekly.
Check "Reprocess Daily" and set desired amount days.
Save.
Wait for "Recurring Run'" to process.
Validate the system generates the desired claims in the two different batches.
Open one of the batches and mark it "Sent".
Wait for the next "Recurring Billing Run".
Validate the "Sent Batch" did not reprocess.
Validate the "Second Open Batch" reprocessed.

Topics

• Finance

ECS-55853 Summary | Details

NX Routing and Notes To Complete Widget

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

Client Search
Client Service Entry
Print Preview
UpdateHistory

Scenario 1: Validate NX Routing And Notes To Complete Widget

Specific Setup:

Requires an event that is linked to "Basic Approval Route".
Scenario assumes Routing Conversion has been completed.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Add Event".
Select desired event.
Fill in required fields.
Save.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Open the "Notes To Complete" widget.
Validate the event is listed.
Open the event and click "Routing" button to start the route.
Validate the "Current Assignee" contains desired staff.
Validate "Routing Timeline" exists with current date/time.
Set "Route For Approval" input box to desired staff.
Enter a note into the "Notes" field.
Click "Route".
Validate the event is no longer listed in the widget.

Topics

• Groups • Routing • Widgets

ECS-55891 Summary | Details

SDK Message Throttling

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

EvolvCS System [EDIT]

Scenario 1: Validate SDK Message Throttling

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-55892 Summary | Details

Additional Event Code Information Added to the Appointment JSON Messaging

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

Front Desk Calendar Appointment [ADD]
Front Desk Calendar Appointment [EDIT]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn

Scenario 1: AppointmentCreated/AppointmentUpdated - Validate "ServiceCode" Section

Steps

Internal Testing Only.

Topics

• CareConnect

ECS-55928 Summary | Details

Workflows - Refresh Scheduled Tasks/Events Utility

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

Client Search
Initial Enrollment for New Person [ADD]
Person Information [ADD]
Program Listing By Agency and Worker
Wizard
Wizard Search
Worker Role (to a client or in a workgroup) Table
EvolvUtils

Scenario 1: Validate Workflow Triggers Based on Program Enrollment

Specific Setup:

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

Steps

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

Scenario 2: Validate Workflows - Refresh Scheduled Tasks/Events Utility

Specific Setup:

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

Steps

Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
Click "Run" on the utility "Workflows - Refresh-Scheduled Tasks/Events".
Click on "Running and Recent Jobs" tab.
Validate the "Refresh Tasks" job is listed.
Wait for it to complete.
Navigate to "Client > Reports > At a Glance > Scheduled/Due Tasks".
Select desired client.
Validate the "Scheduled Event" is listed and the "Due Date" has not changed.

Topics

• Service Entry • Utilities • Workflows

ECS-56045 Summary | Details

Billing Processing Following Cancelling Billing Request

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

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

Scenario 1: Validate Next Billing Interval Completes After Canceling Billing Request

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and start a new billing run.
Fill in required fields to generate a "Billing Request".
Click "Billing Processing History" tab.
Click "Start Billing Now".
Validate "Billing Processing log" is visible.
Click "Actions" button and select "Cancel Job".
Click "Billing Batches Management" tab.
Click "Actions" button and select "Delete Request".
Wait for request to delete.
Click "New Run" and start a new billing run.
Wait for next billing interval.
Validate "Billing Run" processes and generates desired claims.

Topics

• Finance

ECS-56062 Summary | Details

Finance Reports - Cash Drawer

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

AR Management
Cash Deposit Slip Form Set
Cash Receipt Maintenance 2.0 Form Set
Cash Receipts for Remittance
Cash Receipts Maintenance NX
Cash Received (Manual) - New [ADD]
Deposit Slip - Self Pay [EDIT]
Deposit Slip Only [ADD]
Deposit Slips
Facilities Listing with Security
GL A/R Temporary Unallocated Account
GL Cash Accounts
Payers and Self-Payers
Payers by Receiver
Payment Type
Program Unit for Facilities
Receiver Information - All
Report Selection Picklist
Report: Remittance Cash Drawer Report
Self Pay Subform

Scenario 1: Cash Drawer Report Output

Specific Setup:

A Client exists that has a claim remitted with a Self Pay Deposit/Receipt".
Program Unit defined within Agency Setup.
The "Client > Client Information > Billing/Payment Information > Self Pay Receipts Entry", must have "Facility/Office" and "Self Payer" information present.

Steps

Navigate to "Finance > Reports > Cash Drawer > Remittance Cash Drawer".
Set the "From Date" and " Through Date" fields.
Set the "Report Selection" to Cash Drawer by Remittance: Order by Facility / Program Unit.
Set the appropriate Report Parameter from the PickList.
Click Preview.
Validate the Report contains, "Program Unit", " Type", and "Amount".

Scenario 2: Validate Write Off on Cash Drawer Report

Specific Setup:

Client with self pay benefit assignment setup.
Deposit slip created to enter cash receipt.
Remittance with payment type of Cash.
The "Client > Client Information > Billing/Payment Information > Self Pay Receipts Entry", must have "Facility/Office" and "Self Payer" information present.

Steps

Navigate to " Finance > Remittance Processing > Remittance Application > AR Management".
Within the "Remittance Info" filter, select desired " Remittance Check" and click the "Search" button for desired claims.
Enter a payment on claim.
Click "Add Action", and select the "Action" of "Write-Off" from the drop down selection.
Select "Account" that is not "Reverse GLs", and click "Save".
Navigate to "Finance > Reports > Cash Drawer > Remittance Cash Drawer".
Set the "From Date" and " Through Date" fields.
Set the "Report Selection" to Cash Drawer by Remittance: Order by Facility / Program Unit.
If utilizing the Report Parameters, set the appropriate Report Parameter from the PickList.
Click Preview.
Validate the Report contains, "Program Unit", " Type", and "Amount" from preconditions.

Scenario 3: Validate Write Off With Reverse GL on Cash Drawer Report

Specific Setup:

Client with self pay benefit assignment setup.
Deposit slip created to enter cash receipt.
Remittance with payment type of Cash.
Need both "Cash Account" and "Temp Unallocated Account" setup.
The "Client > Client Information > Billing/Payment Information > Self Pay Receipts Entry", must have "Facility/Office" and "Self Payer" information present.

Steps

Navigate to " Finance > Remittance Processing > Remittance Application > AR Management".
Within the "Remittance Info" filter, select desired " Remittance Check" and click the "Search" button for desired claims.
Enter a payment on claim.
Click "Add Action", and select the "Action" of "Write-Off" from the drop down selection.
Select "Account" for "Reverse GLs", and click "Save".
Navigate to "Finance > Reports > Cash Drawer > Remittance Cash Drawer".
Set the "From Date" and " Through Date" fields.
Set the "Report Selection" to Cash Drawer by Remittance: Order by Facility / Program Unit.
If utilizing the Report Parameters, set the appropriate Report Parameter from the PickList.
Click Preview.
Validate the Report contains, "Program Unit", " Type", and "Amount" from preconditions.

Topics

• Finance • Reports

ECS-56068 Summary | Details

Bells Services Without Notes

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

bells.ai
Client Service Entry
Event Categories/People - User Modifiable
Event Definition User - People [EDIT]
Event Definitions - People Based Form Set

Scenario 1: Bells - Support Events Without Notes Configured On Event Setup

Specific Setup:

Event is not flagged for "Has Single Note" or "Has Multiple Notes".

Client Event has been scheduled.

System is configured with Bells.

Steps

In Bells, complete and sign event from preconditions.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select "Client" from preconditions.
Validate completed service is present.

Topics

• Third Party Solution

ECS-56087 Summary | Details

Location No Longer Always Required in Bells.

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

Client Search
Client Service Entry

Scenario 1: Support Completion Of Note Without Location Field

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-56132 Summary | Details

Bells Notes

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

Active events by Program or Clinic2
Agenda
bells.ai
Client Service Entry
Front Desk Calendar Appointment [ADD]
Front Desk Calendar Appointment [EDIT]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Nav Menu
Program Listing By Agency and Worker
Service and Attendance Facilities Listing
Unit Table

Scenario 1: Duplicate/Error Handling Of Bells Notes

Specific Setup:

Duplicate notes sent from Bells.

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-56165 Summary | Details

Bells Service Submission Statuses

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

Field Service Error Log [VIEW]

Scenario 1: Progress Note Bundle for Bells

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-56180 Summary | Details

New Setting "Create Mirror Services" Introduced

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

Billing Batches Management
EvolvCS Client [EDIT]

Scenario 1: Validate Flag Create Mirror Services And Create Mirror Claims And Invoices

Steps

Navigate to " Setup > System > EvolvCS System Setup > System Settings/Preferences".
Check the flag "Create Mirror Services".
Validate "Create Mirror Claims and Invoices" is unchecked.
Save.
Wait for overnight billing job to run.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click on "View Last Run" link.
Validate Step 4 and 5 are visible for "Run Services Mirror".
Validate Step 6 "Run Services Billed Mirror" is not listed.
Navigate to " Setup > System > EvolvCS System Setup > System Settings/Preferences".
Check the flag "Create Mirror Services".
Check the flag "Create Mirror Claims and Invoices".
Save.
Wait for overnight billing job to run.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click on "View Last Run" link.
Validate Step 4 and 5 are visible for "Run Services Mirror".
Validate Step 6 "Run Services Billed Mirror" is listed.

Topics

• Finance

ECS-56198 Summary | Details

Default Values on Assessments Question

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

Client Search
Client Service Entry

Scenario 1: Assessments - Validate Defaulting Values Functions When Assessment Is a SubForm

Specific Setup:

Access to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Picklist requires a use of a "Guid" value for the radio button. This has been supplied by Netsmart.
An Assessment that has a "Picklist", "Narrative" and two "Date" type Items on it.
The Assessment is attached to a form.
A client to assign the assessment to.

Steps

Navigate to the "Setup > Treatment and Tests > Test Setup > Test Design - People".
Select the assessment with the fields attached in the precondition.
Navigate to the "Narrative" item.
Select the "Answers" SubForm.
Expand the row that is going to have the default text in it.
In the "Default Value" section, enter the text to be used.
Close the SubForm.
Navigate to the "Date" to be defaulted.
Select the "Answers" SubForm.
Expand the row that is going to have the default text in it.
In the "Default Value" section, enter the date with a hard coded value in single quotes. Example '03/01/2023'.
Select the second "Date" on the Assessment.
Expand the row that is going to have the default text in it.
In the "Default Value" section, enter the formula to default the date to the current date. Example "todaysDate()" with no quotes.
Close the SubForm.
Select the "Picklist" item.
Check the "Render LUT as radio buttons" check box.
Select the "Answers" SubForm.
Expand the row that is going to have the default text in it.
In the "Default Value" section, enter the "Guid" value obtained from Netsmart that matches the answer to be defaulted. This value will be enclosed in single quotes. Example '[ToBedetermined_GuidValue]'.
Save the form.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select the client to be used.
Select the "Event" that has the modified assessment on it.
Validate the "Narrative" field defaults to the value entered.
Validate the hard coded "Date" field defaults to the value entered. In this example "3/2/2023".
Validate the dynamic "Date" defaults to the current date.
Validate the "Picklist" item displays a bullet in the defaulted value.

Scenario 2: Assessments - Validate Defaulting Values Functions On An Assessment

Specific Setup:

Picklist requires a use of a "Guid" value for the radio button. This has been supplied.
An Assessment that has a "Picklist", "Narrative" and two "Date" Toolbox Items on it.
The Assessment is an event, attached to a program and the worker role has the event enabled. by Netsmart.
A client to assign the assessment to.

Steps

Navigate to the "Setup > Treatment and Tests > Test Setup > Test Design - People".
Select the assessment with the fields attached in the precondition.
Navigate to the "Narrative" item.
Select the "Answers" SubForm.
Expand the row that is going to have the default text in it.
In the "Default Value" section, enter the text to be used.
Close the SubForm.
Navigate to the "Date" to be defaulted.
Select the "Answers" SubForm.
Expand the row that is going to have the default text in it.
In the "Default Value" section, enter the date with a hard coded value in single quotes. Example '03/01/2023'.
Select the second "Date" on the Assessment.
Expand the row that is going to have the default text in it.
In the "Default Value" section, enter the formula to default the date to the current date. Example "todaysDate()" with no quotes.
Close the SubForm.
Select the "Picklist" item.
Check the "Render LUT as radio buttons" check box.
Select the "Answers" SubForm.
Expand the row that is going to have the default text in it.
In the "Default Value" section, enter the "Guid" value obtained from Netsmart that matches the answer to be defaulted. This value will be enclosed in single quotes. Example '[ToBedetermined_GuidValue]'.
Save the form.
Navigate to "Client > Case Management > Service Management > Assessments".
Select the client to be used.
Select the "Add New" button.
Select the "Event" that has the modified assessment.
Validate the "Narrative" field defaults to the value entered.
Validate the hard coded "Date" field defaults to "3/2/2023".
Validate the formula "Date" defaults to the current date.
Validate the "Picklist" item displays a bullet in the defaulted value.

Topics

• Assessments • Forms • SubForm

ECS-56267 Summary | Details

Billing Run Processing Time

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

Agency [EDIT]
All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Request Payroll Run [ADD]
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceInvoices
Notepad
Payroll Output Type
Generic Staff Service [ADD]
Invoice Payroll [EDIT]
Payroll Info [EDIT]
Payroll Rate Set
Program Listing by Agency and Service Event
Provider Sites by Program/Service
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff Look Up Their Own Information Form Set

Scenario 1: Validate Payroll Run And Generate Output

Specific Setup:

Requires a staff that is set up to receive payroll.
Requires a client with a service that has been provided by this staff.
Requires a payroll rate to be set up to generate an invoice for this service.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" button and select "Payroll Run".
Fill in required fields to generate desired "Payroll Invoice".
Save.
Start a billing run.
Validate desired "Payroll Invoice" is generated.

Scenario 2: Validate Non Contract Payroll Invoice For Staff Event

Specific Setup:

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

Steps

Log in as staff who is entering the "Staff Non Client Service".
Click on "Staff Look Own Information" in top right corner.
Click on "Staff Non Client Services".
Add desired "Staff Event".
Save.
Log off and log in as "Administrator".
Navigate to "Agency > Staff & Security > Staff Information > Payroll Details".
Select desired staff.
Click "Actions" button and select "Open Form".
Check the flag "Receives Payroll based on services provided".
Select desired "Payroll Rate Set".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" button and select "Payroll Run".
Fill in required fields to generate desired "Payroll Invoice".
Save.
Start a billing run.
Validate desired "Payroll Invoice" is generated.

Topics

• Agency Setup • Finance • Staff

ECS-56299 Summary | Details

Improved Calculate Rate Results

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

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

Scenario 1: Validate Resubmit To Other With Calculate Rate On A Multi Service Line Claim

Specific Setup:

Requires a "Multi Service Line" claim.
Client should have a secondary benefit assignment that can bill the services.
Receiver for payer should have the flags "Output CAS In Service Line" checked and "Suppress CAS in Claim Level".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance"
Set parameters to search for desired "Multi Service Line" claim.
Click on "Show Column Selection".
Select "Line Mode".
Add desired "Payment and Adjustment Reasons" to each service line.
Save.
In "Submission" mode click "Add Action" and select "Resubmit to Other".
Select "Calculate Rate".
Save.
Wait for billing to run.
Open the "2nd Submission".
Validate it contains desired "Service Lines".
Generate the output.
Validate the "837 Output" contains desired "CAS Info".

Scenario 2: Validate Adjustment Claim After Duration Change

Specific Setup:

Scenario works with a claim that has had "Duration" changed after billing.
Rate is set up to bill units based off of time.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance"
Set parameters to search for desired claim.
Add desired payment status.
Click "Add Action".
Select "Adjustment".
Select "Calculate Rate".
Validate the resulting line contains desired "date/duration".
Validate "Units" contains desired amount".
Save.
Wait for billing to run.
Open the resulting submission.
Validate it contains desired data.

Topics

• Finance

ECS-56380 Summary | Details

Laboratory Results - LOINC Codes

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

Client Search
Current Medication Profile
Current Order Profile
Lab Result Detail

Scenario 1: New LOINC Entered in OrderConnect Is Stored In Medical Library

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 a 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 "LOINC" used.
Validate record is displayed.

Topics

• OrderConnect

ECS-56414 Summary | Details

New Maximum Size Setting for Test/Assessments

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

Client Search
Plan Development Form Set
NX Test Setup Answers (NR) Subform
Program by Client's Service Track and Service
Provider Sites by Program

Scenario 1: Test/Assessments Narrative Adjustment or String Field

Specific Setup:

Setup > Treatment and Tests > Test Setup > Test Design - People.
Update the desired Test Properties Narrative, "Max Size" field to null (#).
Save Test.

Steps

Navigate to "Client > Case Management > Plan Development > Assessments".
Select desired "Client".
Click "Add New" button, to add the event.
Enter all required fields.
Validate there is no size limitation within the narrative type question field.
Click "Save".

Scenario 2: Test/Assessment - Display Size

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Open Test.
Update the "Display Size" field to 10.
Click the "Save" button.
Validate that the form saves
Update the "Display Size" field to -1.
Click the "Save" button.
Validate message displays " Display size must be greater than 0".
Click OK on the message.
Update the "Display Size" field to 0.
Click the "Save" button.
Validate message displays " Display size must be greater than 0".
Update the "Display Size" field to 1.
Click the "Save" button
Validate that no message displays.

Scenario 3: Test/Assessments - Narrative Max Size

Specific Setup:

Setup > Treatment and Tests > Test Setup > Test Design - People.
Update the desired Test Properties Narrative, "Max Size" field to 30.
Save Test.

Steps

Navigate to "Client > Case Management > Plan Development > Assessments".
Select desired "Client".
Click "Add New" button, to add the event.
Validate that only "30" Characters within the Narrative type question field can be entered.
Enter the remainder of the required fields on the form.
Save the form.

Topics

• Assessments