myEvolv NX 11.0.0050.04 Acceptance Tests

Client enrolled in IBHIS system.

1. Navigate to "Client > Client Information > LA County Integration - NR > LA County Client Information".
2. Search for a client with an IBHIS ID.
3. Scroll down to "Income Information".
4. Create a new record or update an existing (if within last year).
5. Click "Save".
6. Scroll back up to "LA County Connection", click the hyperlink "Click Here to Prepare and Send LA County Related Data".
7. Scroll down to the "Client UMDAP" section.
8. Click the "Create" or "Update" button (depends on if new record or updated record from step 4).
9. Validate a processing block pops up, alerting that the data is being sent to the County.
10. Validate the gray grid now has the same data as the blue grid in the "Client UMDAP" section.

• Client currently enrolled in agency.
• Have the ability to change time zone.

1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
2. Select desired Client.
3. Open Agency Intake form.
4. Change the intake date to one day before the current intake date.
5. Save and validate changes are saved.
6. Logout.
7. Change device to a different time zone.
8. Login to myEvolv.
9. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
10. Select desired Client.
11. Open Agency Intake form.
12. Change the intake date to one day before the current intake date.
13. Save and validate changes are saved.

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

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

Known social security number for a Client in the system.

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

1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
2. Create a new call, select client, click Save and Close.
3. Take note of anchored items.
4. Open existing call from Incomplete Calls.
5. Validate anchored items still displaying.
6. Click Minimize and re-open call from Unsaved Calls.
7. Validate anchored items still displaying.
8. Select an event from the call.
9. Take note of anchored items.
10. Save and Close with the event selected.
11. Re-open the call from Incomplete Calls.
12. Validate all anchored items still displaying.
13. Save and Close the call.
14. Re-open the call from Call Center Table.
15. Validate all anchored items still displaying.
16. Minimize the call.
17. Re-open the call from Unsaved Calls.
18. Validate all anchored items still displaying.
19. Fill remaining required information and Mark and Save Completed.
20. Open completed call.
21. Validate all anchored items still displaying.

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

1. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
2. Search for staff and open new Staff Create Wizard.
3. Enter First Name, Last Name and Gender.
4. Hit Proceed.
5. Validate that Proceed button is enabled after the search is complete and the block UI is removed only when the search results are displayed.

• A new client will be enrolled into a program using the "New Person" enrollment located on "Client >Client Information >Critical Information >Enrollment Information"
• On the form "Agency > Service Locations > Sites/Residentials > Capacity"
• The facility unit being used has the field "Default Facility Unit" checked, to default the unit number.

1. Navigate to "Client >Client Information >Critical Information >Enrollment Information".
2. Select "New" then "New Person".
3. Use the client wizard to add the client.
4. On the enrollment portion enter the "Initial program".
5. The "Placement Type" will default the value into the field.
6. Select the "Initial Facility".
7. Validate the "Unit" value will default into the field.

Test staff must have access to "New" button under "Agency Setup > Staff and Security Setup > Navigation Access > Access to New Button" for the new "Front Desk People Search" form.

1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
2. Click "View Calendar".
3. Click "New Appointment".
4. Click "Person" search button.
5. Click "New" button on "Front Desk People Search".
6. Set "Last Name" to desired last name for new person.
7. Set "First Name" to desired first name for new person.
8. Select the desired Gender.
9. Click "Proceed".
10. Confirm that the individual you are attempting to create does not already exist in the system by reviewing the list of matching results.
11. Check "Create new record...." checkbox.
12. Click "Proceed".
13. Click "Name" in the navigation panel.
14. Populate any additional information desired.
15. Click "Finish".
16. Select your newly created person from the "Front Desk People Search".
17. Continue populating fields in the Appointment screen to save test appointment or click "Close" to cancel out of creating new appointment.

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

1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
2. Select My Clients widget.
3. Click the Open Client Formset (red box and arrow) for desired Client.
4. Navigate to desired event form.
5. Add new event form.
6. Click "Click to Upload Document" > Upload File.
7. Select a file and upload.
8. Validate file is uploaded.
9. Validate Event Form window is still displaying.
10. Close and Navigate to "Client > Client Information > Personal Information > Demographics".
11. Search for a different client.
12. Click the Client name in the header.
13. Navigate to desired event form.
14. Add new event form.
15. Click "Click to Upload Document" > Upload File.
16. Select a file and upload.
17. Validate file is uploaded.
18. Validate Event Form window is still displaying.
19. Close and Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
20. Click the Client name in the scheduled event.
21. Navigate to desired event form.
22. Add new event form.
23. Click "Click to Upload Document" > Upload File.
24. Select a file and upload.
25. Validate file is uploaded.
26. Validate Event Form window is still displaying.

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

1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
2. Select My Clients widget.
3. Click the Open Client Formset (red box and arrow) for desired Client.
4. Navigate to desired event form.
5. Add new event form.
6. Click "Click to Upload Image" > Upload File.
7. Select a file and upload.
8. Validate file is uploaded.
9. Validate Event Form window is still displaying.
10. Close and Navigate to "Client > Client Information > Personal Information > Demographics".
11. Search for a different client.
12. Click the Client name in the header.
13. Navigate to desired event form.
14. Add new event form.
15. Click "Click to Upload Document" > Upload File.
16. Select a file and upload.
17. Validate file is uploaded.
18. Validate Event Form window is still displaying.
19. Close and Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
20. Click the Client name in the scheduled event.
21. Navigate to desired event form.
22. Add new event form.
23. Click "Click to Upload Document" > Upload File.
24. Select a file and upload.
25. Validate file is uploaded.
26. Validate Event Form window is still displaying.

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

1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
2. Select My Clients widget.
3. Click the Open Client Formset (red box and arrow) for desired Client.
4. Navigate to desired event form.
5. Add new event form.
6. Click "Click to Upload Image" > Upload File.
7. Select a file and upload.
8. Validate file is uploaded.
9. Validate Event Form window is still displaying.
10. Close and Navigate to "Client > Client Information > Personal Information > Demographics".
11. Search for a different client.
12. Click the Client name in the header.
13. Navigate to desired event form.
14. Add new event form.
15. Click "Click to Upload Document" > Upload File.
16. Select a file and upload.
17. Validate file is uploaded.
18. Validate Event Form window is still displaying.
19. Close and Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
20. Click the Client name in the scheduled event.
21. Navigate to desired event form.
22. Add new event form.
23. Click "Click to Upload Document" > Upload File.
24. Select a file and upload.
25. Validate file is uploaded.
26. Validate Event Form window is still displaying.

Client that is enrolled in a program.

Client has a service in the program in the past.

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

Available UDF form to export from Form Designer.

1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
2. Select a Form Family.
3. Export a UDF form.
4. Navigate to "Setup > User Tools > Interface Design > Import Forms".
5. Upload the exported file.
6. 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.
7. Validate "Form already exists in system:..." error message.

4 forms available to import:

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

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

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

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

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

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

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

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

1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
2. Filter for desired Receiver.
3. Take note of "Run Description".
4. Click Actions > Request Eligibility (270).
5. Download the file.
6. Validate the output has single file and has "5010" in the code.
7. Validate the output does not have "4010" in the code.
8. Click Send to RevConnect.
9. Validate "270 submitted to SFTP" message.
10. Click the Claims link.
11. Click "Request Eligibility (270)".
12. Download the file.
13. Validate the output has single file and has "5010" in the code.
14. Validate the output does not have "4010" in the code.
15. Click Send to RevConnect.
16. Validate "270 submitted to SFTP" message.
17. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
18. Validate Description cell matches step 3.
19. Validate Status "File Sent".

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

1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
2. Select a receiver and enable:
3. Break File on Max Clients
4. Break File on new Provider
5. Output 270 in 5010 format.
6. Click Save.
7. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
8. Find/create request 270 file with receiver from step 2.
9. Select "Generate Output File".
10. Validate the output zip has multiple files and they all have "5010" present in output file.
11. Validate "4010" is not present in output file.
12. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
13. Select same receiver and disable:
14. Break File on Max Clients
15. Break File on new Provider
16. Output 270 in 5010 format.
17. Click Save.
18. Navigate to Finance > Imports/Exports > Exports > Eligibility Requests (270)
19. Select "Generate Output File" for the same 270.
20. Validate the output has single file and has "4010" present in file.

• Client that is linked to myEvolv and myHealthPointe.
• Client login for myHealthPointe.

1. Enable a non-service event, such as a Consent event, to be electronically signable in "Events Enabled for eSignature" SubForm in "Agency Setup > Agency > Agency > Agency Information".
2. Navigate to corresponding area under the Client header.
3. Add this event for a desired Client.
4. Navigate to "Client > Client Information > Personal Information > Documents Signed Electronically".
5. Add New and Confirm you are able to select this event in the Events' SubForm.
6. Submit the request for a signature.
7. Log into myHealthPointe for the desired Client.
8. Navigate to "Documents Awaiting Signature".
9. Sign the record in myHealthPointe for the Client.
10. Navigate back to "Client > Client Information > Personal Information > Documents Signed Electronically".
11. Click "Refresh" and validate eSignature status updates to Signed.
12. Navigate to "Agency Setup > Agency > Agency > Agency Information".
13. Remove the service event from the e-sign SubForm used in step 1.
14. Navigate back to "Client > Client Information > Personal Information > Documents Signed Electronically".
15. Add another event of this type for a client.
16. Confirm the event no longer shows in 'Events' SubForm.

Custom Report available to modify.

1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
2. Click Report Designer.
3. Select Desired Custom Report.
4. Click the Additional Properties button under the "Report Columns" section.
5. Click the "X" button.
6. Validate "Report Columns" section remains expanded.
7. Click the Additional Properties button under the "Report Columns" section.
8. Set a "Width" input box to "1".
9. Click save and validate error message displays.
10. Change "1" to "1px" and save.
11. Validate Additional Properties saves.
12. Confirm that the following columns are visible under the "Group By" section: Is Used?, Column Definition, Caption, Type, Order, Page Break After?, and the Manage Totals buttons.
13. Click the Additional Properties button under the "Group By" section.
14. Confirm the following columns are visible in the pop-up: Column Definition, Caption, Form Set to Launch, Parent Value Column, Form to Launch, Key Value Column.
15. Set a "Caption" input box to desired text.
16. Click save and verify text in "Caption" width matches one in Additional Properties.
17. Confirm that closing the Additional Properties window using Cancel, Save, or the X keeps the "Group By" section expanded.
18. Check any "Is Used" checkbox under groups.
19. Make some change(s) to report i.e. Set a Description.
20. Save the report.
21. Validate Report saved changed made in step 19.
22. Validate "Is Used" checkbox remained checked.

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

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

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

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

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

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