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myEvolv NX 11.0.0050.07 Acceptance Tests

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ECS-51860 Summary | Details
11.0.0075, 11.0.0025.07, 11.0.0050.04
UMDAP
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • LA County Client Information [EDIT]
  • Income Information LA UMDAP Subform
  • Time Period Table
  • Income Source Table
  • Client Responsible Legal entity
Scenario 1: Validate Can Create/Update UMDAP Records for Client
Specific Setup:

Client enrolled in IBHIS system.

Steps
  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.
Topics
• LA IBHIS
ECS-52978 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Critical Information Agency Intake
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Critical Information
  • Agency Placement [EDIT]
Scenario 1: Validate Client Agency Intake Date Can Be Updated in Different Time Zones
Specific Setup:
  • Client currently enrolled in agency.
  • Have the ability to change time zone.
Steps
  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.
Topics
• Client
ECS-53379 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
Aging Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • As of Month/Year w Params and Selection [ADD]
  • Report Selection Picklist
  • Report Parameters PickList
  • All Clients With Security for Reports
  • Report: Account Receivable Balances
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • AR Management
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim Submission Subform 2.0 Subform
  • Claim/Invoice Batch [VIEW]
Scenario 1: Aging Report “Exclude From Aging” – Claims With Single Submission
Specific Setup:

Claim within a sent batch.

Steps
  1. Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
  2. Set "As of Month" and "As of Year" fields.
  3. Set the "Report Selection" to "Aging Details by Receiver - Age From Service Date".
  4. Set the Parameter to "Client" and set the desired client.
  5. Click on desired claim.
  6. Click on the "Submissions" tab.
  7. Click "Actions" and select "Open Form"
  8. Check "Exclude from Aging Reports" and click the "Save" button.
  9. Click "X" to close the submission window and close the report.
  10. Click "Preview".
  11. Validate the claim that was set with "Exclude from Aging Reports" is not present on the output.
  12. Click the "Close" button.
Scenario 2: A/R Account Balance Report
Steps
  1. Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
  2. Set desired "Parameters".
  3. Click "Display SQL".
  4. Confirm content includes "rpt_account_balances_20".
Scenario 3: Aging Report “Exclude From Aging” – Claims With Multiple Submissions
Specific Setup:

Claim with multiple submissions within sent batches.

Steps
  1. Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
  2. Set the "As Of Month", "As Of Year", and "Report Selection" fields.
  3. Set the Parameter to "Client" with the desired client in the "Value" field.
  4. Click the "Preview" button.
  5. Validate the output contains the desired client.
  6. Click the desired claim number that contains multiple submissions.
  7. Click on the "Submissions" FormSet.
  8. Click "Actions" and select "Open Form" on the second submission.
  9. Check off "Exclude from Aging Reports" and click the "Save" button.
  10. Click "X" to close the window.
  11. Click the "Close" button on the report.
  12. Click the "Preview" button.
  13. Validate the claim excluded is not present on the output and click the "Close" button.
Topics
• Finance
ECS-54713 Summary | Details
11.0.0075, 11.0.0050.06
Forgot Password Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Forgot Password
Scenario 1: Validate "Forgot Password" Functionality
Steps
  1. Navigate to Login screen.
  2. Set the "Username" to desired user name.
  3. If necessary, uncheck the "Active Directory" check box.
  4. Click the "Next" button.
  5. Click the "Forgot Password" link.
  6. Enter the desired email address.
  7. Click the "Reset Password" button.
  8. Validate the message contains "If an account associated with [desired email address] you will get a password reset link in your inbox.
  9. Verify the Reset Password email has been retrieved.
Topics
• Login
ECS-55499 Summary | Details
11.0.0075, 11.0.0050.07
Billing Batches Management Screen Status Filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
Scenario 1: Billing Batches Management Screen - Filter By Dropdown List Selection
Specific Setup:
  • Numerous Billing Runs created with varying Statuses/Receivers/Submitters.
  • System has multiple billing runs in varying statuses.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "Filter By" dropdown.
  3. Select "Not Sent".
  4. Click "Apply Filters".
  5. Validate results contain only "Billing Runs" which have not been sent.
  6. Click "Filter By" dropdown.
  7. Select "Pending Review".
  8. Click "Apply Filters".
  9. Validate results contain only "Billing Runs" which have a status of "Pending Review".
  10. Click "Filter By" dropdown.
  11. Select "Reviewed".
  12. Click "Apply Filters".
  13. Validate results contain only "Billing Runs" which have a status of "Reviewed".
  14. Click "Filter By" dropdown.
  15. Select "Scheduled".
  16. Click "Apply Filters".
  17. Validate results contain only "Billing Runs" which have a status of "Scheduled" and contain a "Date Run" which is not in the past.
  18. Click "Filter By" dropdown.
  19. Select "Sent".
  20. Click "Apply Filters".
  21. Validate "Please specify a date range no greater than 90 days" prompt.
  22. Add "From" and "Through" dates to have a range of up to 90 days.
  23. Click "Apply Filters".
  24. Validate results contain only "Billing Runs" which have a status of "Sent".
  25. Click "Filter By" dropdown.
  26. Select "Remittance - Pending Review".
  27. Click "Apply Filters".
  28. Validate results contain only "Billing Runs" which have a status of "Remittance - Pending Review".
  29. Click "Filter By" dropdown.
  30. Select "Remittance - Reviewed".
  31. Click "Apply Filters".
  32. Validate results contain only "Billing Runs" which have a status of "Remittance - Reviewed".
  33. Click "Filter By" dropdown.
  34. Select "None".
  35. Click "Apply Filters".
  36. Validate "Please specify a date range no greater than 90 days" prompt.
  37. Add "From" and "Through" dates to have a range of up to 90 days.
  38. Click "Apply Filters".
  39. Validate results contain all "Billing Runs".
Topics
• Finance
ECS-55573 Summary | Details
11.0.0075, 11.0.0050.02
Null Values Are Supported In "Collateral Relationship"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Referral Search
  • Referral Information Form Set
  • Agency Referral Personal Information [EDIT]
  • Race Subform
  • Members Personal Form [EDIT]
  • Import Services Form Set
  • Import File Templates
  • ImportFileLog
  • Benefit Assignment [EDIT]
  • Referral to Programs from Outside - People Edit Subform
  • Referral to Agency [EDIT]
Scenario 1: EPICADT04 and EPICADT08- Preadmit AND Update Patient- NK 1.3 - Validate "Collateral Relationship" Updates Records
Specific Setup:
  • The referral record to be added into the system, with no Collateral Relationship, NK1.3 Segment.
  • A second referral record to update a preexisting referral in the system, with no Collateral Relationship, NK1.3 Segment.
  • The Import File Templates have a default value for the Collateral Relationship.
  • The user knows the values in the fields.
Steps
  1. Import a record that is missing the NK1.3 segment. This is the collateral relationship field.
  2. Navigate to "Taskbar > System Maintenance > Import Services > Import File Log".
  3. Select the template used.
  4. Validate no errors occurred for the import.
  5. Validate the record was created or changes took place, based on the import file used.
  6. Validate a collateral exists that contains the default value that was used in the precondition.
Topics
• CareConnect
ECS-55618 Summary | Details
11.0.0000.08, 11.0.0025.04, 11.0.0050.01, 11.0.0075
Place of Service Code and Calculate Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • Claims Submission For Remittance NX [EDIT]
  • Claim Service Lines NX Subform
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim Output Form Set
  • Claim Output
  • Place of Service Location Link Subform
  • Location Table (Service)
  • Billing Place of Service Code Setup [EDIT]
  • Billing Batches Management
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • All Clients With Security Listing by PeopleID
  • Billing Request Action Based Run [ADD]
  • Action Based Run - Claim Action Types
  • ActionsView
Scenario 1: Validate Place Of Service Code Saves When Using Calculate Rate
Specific Setup:

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

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set parameters to search for desired claim.
  4. Click "Add Action".
  5. "Resubmit" the claim using "Calculate Rate".
  6. Validate "Place of Service" field contains desired place of service code.
  7. Save.
  8. Wait for billing to run.
  9. Open the new submission.
  10. Validate "Place of Service" contains desired place of service code.
  11. Click on the "Batch" link.
  12. Click "Open Batch"
  13. Click on "Create Output".
  14. Download the "837 Output".
  15. Validate the "CLM" line contains desired place of service code.
Scenario 2: Validate Place of Service Updates After Changes To Finance Setup
Specific Setup:
  • Client has two Benefit Assignments.
  • Service is billable to both Benefit Assignments.
  • Service has Location information.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "Billing Run" to capture "Service" from preconditions.
  3. Upon completion of "Billing Execution Interval", create "837 File".
  4. Validate "Place of Service" information is present for the "Claim".
  5. Mark "Batch" as sent.
  6. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  7. Select "Check".
  8. Set "Filters" to search on "Claim".
  9. Click "Deny" and "Add Action".
  10. Select "Resubmit to Other" and use "Calculate Rate", save.
  11. Upon completion of "Billing Execution Interval", click on "Submission" and "Batch", create "837 File".
  12. Validate "Place of Service" information is present for the "Claim".
Topics
• Finance • Finance Setup
ECS-55641 Summary | Details
11.0.0100, 11.0.0025.08, 11.0.0050.05, 11.0.0075.02
Program Modifier During Re-Admit To Agency
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Critical Information
  • Agency Re-Admission [EDIT]
  • Program Listing by Agency and Service Event
  • Placement Events by Agency/Program - People
  • Client Search
  • Unit Table
Scenario 1: Validate Program Modifier Field Resets Upon Selecting A Different Program Upon Re-Admission
Specific Setup:
  • Requires a client that was enrolled into a program with a program modifier.
  • Client should be discharged from the agency.
Steps
  1. Navigate "Client > Client Information > Critical Information > Enrollment Information".
  2. Select desired client.
  3. Click "Display Menu of Actions" button on the agency enrollment.
  4. Select "Re-Admit To Agency".
  5. Set desired "Re-Admission Date".
  6. Click "Re-Admit to Program" and select desired program.
  7. Validate the "Modifier" field does not contain previous "Program Modifier".
Topics
• Client
ECS-56027 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Front Desk Calendar - Staff Work Schedules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • FrontDeskCalendar
  • Service and Attendance Facilities Listing
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • Staff - Service Providers (by Staff_id) NES
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff Schedule [EDIT]
  • Staff Schedule Details B2 Subform
Scenario 1: Staff Work Schedule Location/Site
Specific Setup:
  • Agency > Staff & Security > Staff Information > Work Schedule contains a "Workday" where "Start Time" and "End Time" differ for two different "Location/Site".
  • Staff has access to Front Desk.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the desired "Location" and "Date".
  3. Click the "View Calendar" button.
  4. Validate the schedule contains the desired available times.
  5. Schedule an appointment for the first location and close the Front Desk Calendar window.
  6. Set a different "Location" with the same "Date" as previously set.
  7. Click the "View Calendar" button.
  8. Validate the schedule contains the desired available times.
  9. Schedule an appointment for the second location and close the Front Desk Calendar window.
  10. Set the "Location" and "Date" used from the first appointment scheduled.
  11. Click the "Apply Filters" button and validate the newly created appointment is present within the "Scheduled" column.
  12. Set the "Location" and "Date" used from the second appointment scheduled.
  13. Click the "Apply Filters" button and validate the newly created appointment is present within the "Scheduled" column.
Topics
• Front Desk • Staff
ECS-56090 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Cost Center and Program Unit Linked to Claims Hierarchy
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Group Programs Subform
  • Cost Center Definitions
  • Payor-Facility License Link Subform
  • Plans/Contracts by Payer and Receiver
  • Client Search
  • Critical Information
  • Program Enrollment [Edit]
  • Program Unit All
  • Client Finance Related Information Form Set
  • Payers of Agency
  • Billing Provider Number Type
Scenario 1: Validate Cost Center Override On Consolidated Claims
Specific Setup:
  • Requires two services that have been billed and they are set with "Service Line Consolidation".
  • Both services should have same "Cost Center" on rate setup.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Search for desired claim.
  3. Open the claim and validate it contains "Cost Center" from rate setup.
  4. Close the claim.
  5. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  6. Select "Facility" associated with claim.
  7. Scroll to "Programs/Services Operated".
  8. Set the "Override Cost Center" on the program row associated with the claim.
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Reprocess the batch.
  12. Validate there is one consolidated claim.
  13. Click on the claim link to open the claim.
  14. Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Program Link".
  15. Close claim.
  16. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  17. Select "Facility" associated with claim.
  18. Scroll to "Licensing".
  19. Set the "Override Cost Center" on the Payor/Plan row associated with the claim.
  20. Save.
  21. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  22. Reprocess the batch.
  23. Validate there is one consolidated claim.
  24. Click on the claim link to open the claim.
  25. Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Licensing Link".
  26. Close claim.
  27. Click on "Client" name link the "Billing Batch Claims Review" window.
  28. Click on "Enrollment Information".
  29. Click "Actions" on the program associated with the claim.
  30. Select "Correct/Close Program Enrollment".
  31. Click on "Cost Center Override", select a record.
  32. Save and Close.
  33. Reprocess batch.
  34. Validate there is one consolidated claim.
  35. Click on the claim link to open the claim.
  36. Validate "Cost Center Code" on "Accounting Info" is contains "Cost Center" set on "Program Enrollment".
  37. Close the claim.
Scenario 2: Validate Cost Center Hierarchy
Specific Setup:
  • System is set up with Cost Centers Units.
  • Requires at least one claim that can be reprocessed.
  • Claim is set up with "Cost Center" set on rate setup.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Search for desired claim.
  3. Open the claim and validate it contains "Cost Center" from rate setup.
  4. Close the claim.
  5. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  6. Select "Facility" associated with claim.
  7. Scroll to "Programs/Services Operated".
  8. Set the "Override Cost Center" on the program row associated with the claim.
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Reprocess the batch.
  12. Click on the claim link to open the claim.
  13. Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Program Link".
  14. Close claim.
  15. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  16. Select "Facility" associated with claim.
  17. Scroll to "Licensing".
  18. Set the "Override Cost Center" on the Payor/Plan row associated with the claim.
  19. Save.
  20. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  21. Reprocess the batch.
  22. Click on the claim link to open the claim.
  23. Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Licensing Link".
  24. Close claim.
  25. Click on "Client" name link the "Billing Batch Claims Review" window.
  26. Click on "Enrollment Information".
  27. Click "Actions" on the program associated with the claim.
  28. Select "Correct/Close Program Enrollment".
  29. Click on "Cost Center Override", select a record.
  30. Save and Close.
  31. Reprocess batch.
  32. Click on the claim link to open the claim.
  33. Validate "Cost Center Code" on "Accounting Info" is contains "Cost Center" set on "Program Enrollment".
  34. Close the claim.
Topics
• Client • Finance • Finance Setup
ECS-56716 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05, 11.0.0000.09
Held Claim For Service Not Approved
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Billing Batches Management
  • FinanceClaims
  • SupervisorModule
  • All Clients With Security Listing by PeopleID
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Validate Claim Held For Service Not Approved Is Released With New Claim Number
Specific Setup:
  • Requires a claim that is held for "Service Not Approved".
  • Scenario works with a service that has been submitted to supervisor, but not yet approved.
Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  2. Check the flag "Delete Held Claims".
  3. Save.
  4. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  5. Validate desired service is listed.
  6. Click "Actions" button and select "Approve".
  7. Save.
  8. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  9. Click "New Run".
  10. Select "Immediate Run".
  11. Fill in required fields to generate desired billing run.
  12. Save.
  13. Wait for billing to run.
  14. Validate the billing contains desired claim with a new claim number and it is no longer in "Held" status.
Scenario 2: Validate Claim Held For Service Not Approved Is Released
Specific Setup:
  • Requires a claim that is held for "Service Not Approved".
  • Scenario works with a service that has been submitted to supervisor, but not yet approved.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Validate desired service is listed.
  3. Click "Actions" button and select "Approve".
  4. Save.
  5. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  6. Click "New Run".
  7. Select "Immediate Run".
  8. Fill in required fields to generate desired billing run.
  9. Save.
  10. Wait for billing to run.
  11. Validate the billing contains desired claim and it is no longer in "Held" status.
Topics
• Finance
ECS-56968 Summary | Details
11.0.0000.08, 11.0.0025.04, 11.0.0050.01, 11.0.0075
New Referral/Client Wizard
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Referral Search
  • Person Information [ADD]
  • Wizard
  • Merge Utility
  • People Search
  • Client Search
Scenario 1: Validate Cannot Create New Referral With Duplicate Social Security Number to Another People Record
Specific Setup:

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

Steps
  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.
Scenario 2: Validate Cannot Create New Client With Duplicate Social Security Number to Another Client
Specific Setup:

Known social security number for a Client in the system.

Steps
  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.
Topics
• Client • Referral Application
ECS-57037 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
Referring Provider As Attending Provider
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Benefit Assignment [EDIT]
  • Referral Contact Personal Information [EDIT]
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
  • Billing Batches Management
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • 837 File
Scenario 1: Validate Referring Provider As Attending Provider In 2310A Loop
Specific Setup:
  • Requires a service that can be billed.
  • Claim Receiver the "Benefit Assignment" is linked to should be set with "837I Claim Output".
Steps
  1. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  2. Select desired client.
  3. Open desired "Benefit Assignment".
  4. Under "Referring Physician" set desired "Physician".
  5. Validate the "Referring Physician" has a "Taxonomy Code".
  6. Save.
  7. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
  8. Select desired "Receiver".
  9. Check "Output Referring Provider in 837I and Output Referring Provider as Attending Physician".
  10. Save.
  11. Navigate "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  12. Click "New Run" and select "Immediate Run".
  13. Fill in required fields to generate desired claim.
  14. Save.
  15. Wait for billing to run.
  16. Open the batch and "Create Output".
  17. Open the "837I Output".
  18. Validate "2310A" loop contains "NM1*71" with desired "Provider" and "PRV*AT*PXC" with desired "Taxonomy Code".
Topics
• Finance
ECS-57162 Summary | Details
11.0.0075, 11.0.0025.06, 11.0.0050.03
Print Action Taken
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Print Preview
  • ServicePlanList
  • ServicePlanForm
Scenario 1: Validate Print Action in Service Entries
Specific Setup:
  • Client has service events.
  • Client has Treatment Plan.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select "Client".
  3. Select "Event".
  4. Click "Print".
  5. Navigate to "Client > Case Management > Plan Development > Planning".
  6. Select "Treatment Plan".
  7. Click "Print".
  8. Navigate to "Reports > Certification Reports > MU1 Reports > Client Data Audit Log".
  9. Set "Parameters" for "Client", click "Preview".
  10. Confirm event and Treatment Plan Print display under "Action Taken" column.
Topics
• Client
ECS-57220 Summary | Details
11.0.0075, 11.0.0025.06, 11.0.0050.03
Groups – "Main Service Location" Field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Select Group
  • New Group [ADD]
  • Support Group Classes Subform
  • Schedules - Group Subform
  • Worker Assignments Groups B2 Subform
  • Staff - Service Providers (Caseloads)
  • Group Management [EDIT]
  • Agency/Programs Table
  • Provider Sites by Agency/Program
  • Worker Role (to a client or in a workgroup) Table
  • Groups > Group > Information > General Information
Scenario 1: Modifying the "Program" Field, clears the "Main Service Location" Field
Specific Setup:
  • Active existing Group.
  • User has access to Groups module.
Steps
  1. Navigate to “Groups >Group >Information >General Information” and select desired group.
  2. Change the existing program within the “Program” field.
  3. Validate the “Main Service Location” field is cleared out.
  4. Set the "Main Service Location" field
  5. Click the "Save" button.
  6. Click on "Select Group", and select the group that was just modified.
  7. Validate the "Program" field displays the new program.
  8. Validate the "Main Service Location" displays the accurate "Main Service Location.
Scenario 2: Groups - Main Service Location Field
Specific Setup:

User has access to Groups module.

Steps
  1. Navigate to "Groups > Group > Information > General Information".
  2. Click on "Select Group", and click on the "New" button.
  3. Set all the desired and required information, except the "Main Service Location" Field.
  4. Click the "Save" button.
  5. Validate message displays: "One or more required fields are empty: Main Service Location Please complete this form".
  6. Click the "OK" button.
  7. Set the desired "Main Service Location".
  8. Click the "Save" button.
  9. Validate the "Main Service Location" Field is present.
Topics
• Groups
ECS-57228 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
Custom Report - Report Virtual View
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Custom Reporting
  • Report Virtual Views [EDIT]
  • Folders Setup
  • Report Virtual Views [ADD]
Scenario 1: Custom Reporting - Edit Virtual View
Specific Setup:
  • Have access to Virtual Views Setup, configured at "Agency > Workgroups > Custom Reporting Security > Report Setup Security".
  • A "Virtual View" exists that contains data that exceeds the width of the window.
Steps
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. Click on "Virtual Views Setup".
  3. Select the "Virtual View" to modify that exceeds the width of the window.
  4. Click the "Test View".
  5. Validate the "Scroll Bar" displays.
  6. Modify the "Name" of the view.
  7. Save the "Virtual View".
  8. Edit the "Virtual View" just modified.
  9. Validate the name is the modified name.
  10. Validate the "Test View" displays the scroll bar.
Scenario 2: Custom Reporting - Add New Virtual View
Specific Setup:
  • Have access to Virtual Views Setup, configured at "Agency > Workgroups > Custom Reporting Security > Report Setup Security".
  • A "View Definition" script that will generate a result that has no scrollbar. Example "Select * From People_x".
  • A "View Definition" script that will generate a result that has no scrollbar. Example "Select * From People".
Steps
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. Click on "Virtual Views Setup".
  3. Click "Add New" button.
  4. Set desired name for the virtual view.
  5. Under "View Definition" use the "View Definition" commands in the precondition that will generate no scroll bar.
  6. Click "Test View".
  7. Validate the view executes and sample table is generated.
  8. Validate no scroll bar displays along the bottom of the results.
  9. Redo the test with the "View Definition" commands in the precondition that will generate a scroll bar.
  10. Validate the view executes and the sample table is generated.
  11. Validate the scroll bar displays along the bottom of the results.
  12. Click "Save" button.
  13. Validate the "Virtual View" is listed.
Topics
• NX Custom Reporting • Reports
ECS-57280 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05
Call Center Anchored Menu Items
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Disposition with Intake [EDIT]
  • Call Center Search Forms [ADD]
  • Call Center Search Forms [EDIT]
  • Call Center Form Test [EDIT]
Scenario 1: Call Center – Validate Anchors in Call Center Event Navigation Panel Display After Minimizing/Saving
Steps
  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.
Scenario 2: Call Center - Validate Changing Event Replaces Tree Event Links
Steps
  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.
Topics
• Call Center • Taskbar
ECS-57339 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Diagnosis and Place of Service Code for Void Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claims Submission For Remittance NX [EDIT]
  • Claim Service Lines NX Subform
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • 837 File
Scenario 1: Validate Void Claim Contains Diagnosis Code and Place Of Service
Specific Setup:
  • Requires a claim that can be voided.
  • Claim should have a "Place of Service" code and client "Diagnosis".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Click "Add Action" and select "Void".
  5. Save.
  6. Wait for billing to run.
  7. Open the "Void Submission".
  8. Validate the "Service Line" SubForm contains desired claim information.
  9. Validate the "Place of Service Code" contains the place of service from the original claim.
  10. Validate the "Diagnosis Treated" contains the diagnosis from the original claim.
  11. Open the "837 Output".
  12. Validate the CLM line contains the desired "Place of Service Code".
  13. Validate the output also contains the "Diagnosis Treated".
Topics
• Finance
ECS-57353 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Adjustment Action Resulting In Two Submissions
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]
  • Claim Service Lines NX Subform
  • Claim 2.0 [EDIT]
Scenario 1: Validate Payment/Adjustment Action With Calculate Rate Generates Claim After Mid Month Program Modifier Change
Specific Setup:
  • Requires a client with a "Facility Placement" that has already been billed with a specific "Program Modifier".
  • Client should have another "Program Modifier" entered for half of the month after claim was generated.
  • Requires a "Billing Rate" set up to bill a different rate for a "Program Modifier".
  • Both rates are set up with the same "Service Line Consolidation".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set parameters to search for desired claim.
  4. Add a payment to the claim.
  5. Click "Add Action" select "Adjustment/Replacement".
  6. Under "Amount Type" select "Calculate Rate".
  7. Validate "Calculate Rate" returns desired results.
  8. Save.
  9. Wait for billing to run.
  10. Open the resulting "Adjustment Claim".
  11. Validate it contains desired result.
  12. Open the original claim.
  13. Validate it contains desired reversing "GL Transaction".
Topics
• Finance
ECS-57364 Summary | Details
11.0.0075, 11.0.0050.03
Intake Wizard
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)
  • Person Information No Anonymous [ADD]
  • Wizard
  • New Staff [ADD]
  • Job Title Listing - Employees
  • Staff-Site Link Subform
  • Managing Offices By Agency Operated
  • Security Schemes
  • Client Search
  • Person Information [ADD]
  • Initial Enrollment for New Person [ADD]
  • Outside Organizations - distinct
  • Referral Reason Table
  • Placement Events by Agency/Program - People2
  • Provider Sites by Program (Vacancy)
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Worker Role (to a client or in a workgroup) Table
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
  • Front Desk Calendar NX
  • Calendar Appointment
  • Front Desk People Search
  • Wizard Process - Front Desk New Person
  • Gender Table
  • Front Desk Calendar
  • WizardMPISearch
  • New Client Personal Information [EDIT]
Scenario 1: New Staff Create Wizard
Steps
  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.
Scenario 2: Adding A New Client Via New Client Wizard - Testing Unit Default
Specific Setup:
  • 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.
Steps
  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.
Scenario 3: Front Desk NX Calendar - Create New Person
Specific Setup:

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.

Steps
  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.
Topics
• Staff
ECS-57378 Summary | Details
11.0.0025.04, 11.0.0050.01, 11.0.0075
Uploading via Client Information Screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • My Client Information Form Set
  • Placement Disruptions: Unknown Location [ADD]
  • Select File for Upload
  • Client Search
  • Client Information Screen Form Set
  • FrontDeskCheckIn
  • Personal Information - All Form Set
Scenario 1: Validate Document Can Be Uploaded via Client Information Screen
Specific Setup:
  • Three different clients must be used for testing, one for each location:
  • My Client Widget
  • Client Module Header
  • Front Desk
  • Event service form available with upload document, image upload, signature capture.
  • Available Client scheduled event in Front Desk.
Steps
  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.
Scenario 2: Validate Image Can Be Uploaded via Client Information Screen
Specific Setup:
  • Three different clients must be used for testing, one for each location:
  • My Client Widget
  • Client Module Header
  • Front Desk
  • Event service form available with upload document, image upload, signature capture.
  • Available Client scheduled event in Front Desk.
Steps
  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.
Scenario 3: Validate Signature Can Be Uploaded via Client Information Screen
Specific Setup:
  • Three different clients must be used for testing, one for each location:
  • My Client Widget
  • Client Module Header
  • Front Desk
  • Event service form available with upload document, image upload, signature capture.
  • Available Client scheduled event in Front Desk.
Steps
  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.
Topics
• Client
ECS-57405 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
User Timeout
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EvolvCS Client [EDIT]
  • Profile Icon
  • FrontDeskCheckIn
  • FrontDeskCalendar
  • Staff Look Up Their Own Information
Scenario 1: Validate NIAM Users Able To Log Back Into Session Following Timeout
Specific Setup:
  • Within Setup > System > EvolvCS System Setup > System Settings/Preferences, set the "Inactivity Timeout (hh:mm)" to 5 minutes.
  • User is configured for NIAM login.
  • System setup for NIAM logins.
Steps
  1. Login utilizing NIAM user name.
  2. Click the "Next" button.
  3. On the NIAM pop up, enter the password.
  4. Click the "Verify" button.
  5. Wait for timeout message.
  6. After the staff is timed out, repeat steps 1 thru 4.
  7. Validate staff can log back in and Windows display as expected.
Scenario 2: 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
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Select system.
  3. Set the "Inactivity Timeout (hh:mm)" to a low interval for testing and Save.
  4. Log out of and back into the system in order for the new logout timer to be applied.
  5. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  6. Click the Calendar button.
  7. Wait for timeout duration to complete.
  8. Observe the Calendar will close upon timeout.
Scenario 3: Validate NTST User Able to Login Following Timeout
Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Scenario 4: Validate User Can Log Back in Successfully Following Timeout
Specific Setup:

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

Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Verify and take note of "Inactivity Timeout" value.
  3. Wait for X amount of minutes.
  4. Validate Timeout warning appears last 5 minutes of inactivity.
  5. Validate successful logout.
  6. Log back in using same user.
  7. Validate successful login from timeout screen.
Topics
• Calendar • Front Desk • Login • Setup
ECS-57419 Summary | Details
11.0.0075, 11.0.0025.06, 11.0.0050.03
835 Remittances
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Report: Claim Remittance Report
Scenario 1: Validate Adjustment Reason Displays Once
Specific Setup:
  • Requires duplicate "Claim Adjustment Reason".
  • One should be active and one should be not active.
  • Requires a remittance file with the "CAS Information" that includes that "Claim Adjustment Reason".
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and select "Upload 835".
  3. Select desired "Remittance File".
  4. Set "Deposit Date".
  5. Click "Upload".
  6. Open the "Remittance Report".
  7. Validate the "Claim Adjustment Reason" displays as a single record.
Topics
• Finance • Finance Setup
ECS-57543 Summary | Details
11.0.0075, 11.0.0025.06, 11.0.0050.03
Worker Case Loads Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • As Of Date w Parms and Selection [ADD]
  • Report Selection Picklist
  • Report Parameters PickList
  • Staff - All (by Staff ID)
  • Report: Worker Case Loads
  • Print Preview
Scenario 1: Validate Worker Case Loads Report Loads
Specific Setup:

Client that is enrolled in a program.

Client has a service in the program in the past.

Steps
  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".
Topics
• Staff
ECS-57591 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05
Held Claims in Action Based Runs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Client Service Entry
  • MB Activity Event [EDIT]
  • Client Search
Scenario 1: Validate Action Based Claim Is Released After Held
Specific Setup:
  • Requires a claim that can be remitted.
  • Service/Claim should be set up so that upon the "Resubmit" action it is in "Held" state.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Add desired status and "Resubmit" Action to the claim.
  5. Select "Calculate Rate".
  6. Validate "Claim service line" row appears and has a "Held Reason".
  7. Check the "Claim Line".
  8. Save.
  9. Wait for billing to run.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Validate the claim is captured in an "Action Based Run" and status is "Held".
  12. Resolve the reason for hold.
  13. Create a new "Manual Billing" run.
  14. After billing is complete, validate it does not contain the "Action Based Clam.
  15. Validate the "Action Based Run" no longer contains the "Held Claim".
  16. Reprocess the "Manual Billing Run".
  17. After billing is complete, validate it does not contain the "Action Based Clam".
  18. Validate the "Action Based Run" contains the "Action Based Claim" and it is no longer "Held".
Topics
• Finance
ECS-57713 Summary | Details
11.0.0100, 11.0.0025.08, 11.0.0050.05, 11.0.0075.02
Finance Setup -Copying Contracts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • ContractsRatesSetup
  • Billing Plan Setup NX [EDIT]
  • Billing Qualifying Services Subform
Scenario 1: Copy Rate Functionality - Rate Headers
Specific Setup:
  • Existing plan/contract on record.
  • User has access to Finance setup module.
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
  2. Click the "Select Payer" button.
  3. Select desired payer.
  4. Click the "New Contract" button.
  5. Select "Copy from existing plan/contract" from the drop-down listing.
  6. Select the desired record from the listing to be copied.
  7. Set the "Description", "Receiver Information", and any other desired fields.
  8. Click the "Continue" button.
  9. Click the "Refresh" link.
  10. Validate the newly created contract displays.
Topics
• Finance Setup
ECS-57720 Summary | Details
11.0.0075, 11.0.0025.08, 11.0.0050.05
New Requests Following Purge Zero Claim Batches
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
  • BillingProcessHistory
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Zero Claim Batches
  • Submitter Information
Scenario 1: Validate Ability to Purge All Zero Claim Batches
Specific Setup:
  • Navigation Scheme is set to access "Billing Processing History".
  • System has batches with zero claims and zero invoices.
  • System has batches with zero claims and >=1 invoice.
  • System has batches with >=1 claim and 0 invoices.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Set "Filters" to confirm "Batches" with zero "Claims/Invoices" present. Note the "Control #", "Submitter", "Receiver", "Log Description".
  3. Click "Billing Processing History".
  4. Click "Purge Zero-Claim Batches".
  5. Validate "Control #", "Submitter", "Receiver", "Log Description" are listed.
  6. Validate batches with zero claims and >=1 invoice and batches with >=1 claim and 0 invoices are not listed.
  7. Click "Save" and "OK".
  8. Click on "Billing Batches Management" and click "Refresh".
  9. Set "Filters".
  10. Validate "Batches" have been removed. *Note* The Billing Request will not reprocess upon next run of "Billing Execution Interval" and therefore will not recreate these zero claim batches.
Topics
• Finance
ECS-57741 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05, 11.0.0000.09
Netsmart Identity Access Manager (NIAM)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Listing - Agency Employees (By People ID)
  • Staff Information Form Set
  • Staff with Security [EDIT]
Scenario 1: Validate "Use NIAM Authentication" Field
Specific Setup:
  • Staff A has "Use NIAM Authentication" is set within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  • Staff B has access to Staff Profiles with Security.
Steps
  1. As Staff B, navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Select Staff A.
  3. Uncheck "Use NIAM Authentication".
  4. Save and log out.
  5. Set "Username" as Staff A.
  6. Click the "Next" button.
  7. Validate the text "NIAM authentication is not enabled for user" displays.
  8. Log in as Staff B.
  9. Navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  10. Select Staff A, and check "Use NIAM Authentication".
  11. Save and logout.
  12. Log in as Staff A.
  13. Click the "Next" button.
  14. Verify new window appears and enter the password.
  15. Click the "Verify" button.
  16. Click on the person icon within the upper right section of the page and verify logged in staff is the appropriate NIAM staff (i.e. staff A).
Topics
• Agency • Staff
ECS-57833 Summary | Details
11.0.0025.04, 11.0.0050.01, 11.0.0075
Import Forms Containing Test/Assessment(s)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Interface Design Form Set
  • FormDesigner
  • FileUploadForm
  • Test Header Setup Lookup
  • Sub Reports for Users - All
  • Forms
  • Form Families
  • Columns Pick List NX
  • All Look-up Tables Listing (filtered)
  • NX Sub Form [ADD]
  • NX FIELD [EDIT]
  • NX Test [EDIT]
Scenario 1: Validate Importing an In Use Test Code Into Form Designer Displays Duplication Error
Specific Setup:

Available UDF form to export from Form Designer.

Steps
  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.
Scenario 2: Validate Ability To Import Forms With Test/Assessments
Specific Setup:

4 forms available to import:

  • Existing form with existing test/assessment that is not in use.
  • Existing form with existing test/assessment that is in use.
  • New form without a test/assessment.
  • New form with a new test assessment.
Steps
  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.
Scenario 3: Form Designer: Validate Form Export Operations
Specific Setup:

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

Steps
  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.
Topics
• Forms • Setup
ECS-57869 Summary | Details
11.0.0000.08, 11.0.0025.04, 11.0.0050.01, 11.0.0075
LA IBHIS Outpatient Episodes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Critical Information
  • Program Enrollment [Edit]
  • Type Of Discharge
  • Staff - All (by Staff ID)
  • Client Search
  • LA County Client Information [EDIT]
  • Program Enrollment From Service Track [ADD]
  • Placement Events by Agency/Program - People2
  • Provider Sites by Program (Vacancy)
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Worker Role (to a client or in a workgroup) Table
  • Source Of Admission
  • Type of Admission
  • Admission Necessity Code
  • Yes No Unknown Table
  • Level of Hold
  • Conservator Court Status
  • Diagnosis General - LA DMH SF Subform
  • Diagnosis Search Service
  • Priority Table
  • Diagnosis Status
  • Type of Diagnosis
  • Primary Diagnosis for a Person (by People_ID)
  • Program Setup - No Care Day/Respite [EDIT]
  • AXIS IV (Psychosocial and Environmental Problems) [ADD]
  • Diagnosis - (Axis IV problems)
Scenario 1: LA IBHIS - Validate Discharging and Enrolling Creates A New Episode
Specific Setup:
  • A client exists that has multiple programs in the same episode.
  • The same client has other episodes that exist for other programs.
Steps
  1. Navigate to the "Enrollment" form.
  2. Discharge the client from the 2 programs that share the same episode.
  3. Set the discharge date to an earlier date and time then the current date.
  4. Fill in the required fields for the IBHIS system, in myEvolv, that need to be filled in.
  5. Navigate to the IBHIS system.
  6. Select the episode and discharge the client.
  7. Validate the myEvolv system shows the two programs that shared the episode as discharged.
  8. Create a new enrollment record for a program that the client was discharged from.
  9. Set the enrollment date after the discharge date above.
  10. Validate the myEvolv SubForm shows no episode on that program.
  11. Enter the IBHIS system and admit the client.
  12. Validate the episode is the next incremental value on the list.
  13. Validate the episode number is not duplicated for this enrollment.
Scenario 2: LA IBHIS - Validate Diagnosis Functions With Multiple Episodes
Specific Setup:
  • A client will exist that is enrolled in at least three episodes, At least one inpatient episode and 1 outpatient episode will exist.
  • One of the episodes will be for a program code of "00543" in the myEvolv system, the other "01946".
  • The diagnosis will occur after the start dates of the episodes.
Steps
  1. Navigate to the "LA County Information" form.
  2. Validate the Diagnosis in the precondition exists on the form.
  3. Access the link for sending data to LA County.
  4. Select the first episode.
  5. Validate the "Evolv Diagnosis Information" displays the diagnosis from the precondition.
  6. Validate the "LA County Diagnosis Returned By GetClientDiagnosis" displays "No records to display".
  7. Select the "Create Client Diagnosis".
  8. Wait for the process to complete.
  9. Validate the "LA County Diagnosis Returned By GetClientDiagnosis" contains the same information as the "Evolv Diagnosis Information".
  10. Redo the above steps with each episode.
  11. Validate the information is updated in the "LA County Diagnosis Returned By GetClientDiagnosis" section.
Scenario 3: LA IBHIS - Allow Outpatient Episodes To Be Opened With Multiple Legal Entities
Specific Setup:
  • A client will exist that has all the needed information filled in to Admit into the LA IBHIS System.
  • At least two outpatient programs assigned to the IBHIS code of "00543" in the myEvolv System. In this example they will be the "Outpatient Program1" and "Outpatient Program2".
  • At least one outpatient program assigned to the IBHIS code of "01946" in the myEvolv System. In this example this will be "Outpatient Program3".
  • At least one inpatient program assigned to the IBHIS code of "00543" in the myEvolv System. In this example it will be "Inpatient Program1".
  • An enrollment record is created for an outpatient program, "Outpatient Program1". This client has not been admitted into the IBHIS System.
Steps
  1. Navigate to the " LA County Client Information" form.
  2. Validate the enrollment record in the precondition displays in the "IBHIS Related Program Enrollments on Record" SubReport. In this example "Outpatient Program1".
  3. Validate there is no episode attached to the record.
  4. Navigate to the IBHIS System.
  5. Admit the client.
  6. Validate an episode number is generated, In this example it will be "1".
  7. Refresh the myEvolv form.
  8. Validate the episode displays on the "IBHIS Related Program Enrollments on Record" SubReport. This will be on the "Outpatient Program1" record.
  9. Enroll the client into the third outpatient program, assigned to "01946". In this example this will be "Outpatient Program3".
  10. Admit the client into the IBHIS system.
  11. Validate this program has the next episode number assigned. In this example it will be "2".
  12. Refresh the myEvolv Form.
  13. Validate the sub report is updated with the correct episode number.
  14. Add a 3rd enrollment record to a third outpatient program, assigned to "00543". In this example it will be "Outpatient Prorgram2".
  15. Admit the client to this program in the "IBHIS" system.
  16. Validate the episode number is the same episode as in the first program. In this example it will be "1". In this example "Outpatient Program2" and "Outpatient Program1" will have the same episode number.
  17. Refresh the myEvolv Form.
  18. Validate the episode number is updated with the correct episode number.
  19. Add an inpatient program enrollment record to IBHIS Code "0543". In this example "Inpatient Program1".
  20. Admit the client to the IBHIS System.
  21. Validate the episode number is the next incremented value. In this example "3".
  22. Refresh the myEvolv Form.
  23. Validate the episode number is updated with the correct episode number.
Topics
• LA IBHIS
ECS-57908 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05
Deleting Group Profiles
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Select Group
  • New Group [ADD]
  • Agency/Programs Table
  • Provider Sites by Agency/Program
  • Support Group Classes Subform
  • Schedules - Group Subform
  • Group Management [EDIT]
  • Group Header
  • New Group
  • Support Group Classes
  • Schedules - Group
  • Staff - Service Providers (Caseloads)
  • Worker Assignment Groups (New Group)
  • Workgroup Assignments Groups B2
  • Groups > Group > Information > General Information
  • Groups > Group > Information > Enrollments
  • Wizard Process - Support Group Enrollment
  • Groups > Group > Information > Worker Assignments
  • Worker Assignment Groups
  • Groups > Group > Information > Work Group Assignments
  • Groups > Service Management > Service Management > Activities
  • Activities - Group Activities
  • Materials Provided
  • Get Date Time
  • Activities Short Form wo Acts(Read Only)
Scenario 1: Validate Group Can Be Created/Deleted
Steps
  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.".
Scenario 2: Groups - Enter Group Activity via the Activities Listing in Groups Module
Specific Setup:
  • Must have a scheduled group activity for test user.
  • The group activity has "Has Single Note" setting checked under "Agency Setup > Event Setup > Groups & Case > Events Setup."
  • At least three clients must be enrolled in the group for this scheduled date.
Steps
  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.
Topics
• Groups
ECS-58045 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Write Off Transactions
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 Action Reasons
  • All Clients With Security Listing by PeopleID
  • Claims Maintenance NX Form Set
  • Claim 2.0 [EDIT]
Scenario 1: Delete Writeoff Action That is In A Open Month
Specific Setup:
  • Write off action has been performed in an open month.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set search parameters to search for desired "Claim".
  3. Open the transaction history and delete the write off and denial transaction.
  4. Validate the GL Transactions are within the opened month.
Scenario 2: Writeoff Actions In Closed Month
Specific Setup:
  • Write off action has been performed in a posted month.
  • User has access to finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set search parameters to search for desired "Claim".
  3. Open the transaction history and delete the write off and denial transaction.
  4. Validate the GL Transactions are within the next opened month.
Scenario 3: AR Managment - Delete Overpayment in Closed Month
Specific Setup:
  • Claim with an overpayment action has been performed in a closed month.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set search parameters to search for desired "Claim".
  3. Open the transaction history and delete the overpayment.
  4. Validate the GL Transactions are within the next opened month.
Scenario 4: AR Management - Delete Overpayment in Open Month
Specific Setup:
  • Claim on record containing an overpayment posted in an opened month.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set search parameters to search for desired "Claim".
  3. Open the transaction history and delete the overpayment.
  4. Validate the GL Transactions are within the opened month.
Topics
• Finance
ECS-58053 Summary | Details
11.0.0100, 11.0.0025.08, 11.0.0050.05, 11.0.0075.02
"CCD" Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Personal Information > Demographics
  • Select Client
  • Client > Case Management > Service Management > Service Entry
  • Query CQN
  • Netsmart Technologies, Inc. [CCD Preview]
Scenario 1: Validate "CCD" Information Displays In "CQN"
Specific Setup:
  • CQN-enabled myEvolv environment.
  • At least one client to search for.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics" and select the Client.
  2. Select "CQN" from the "Actions" menu.
  3. Enter a Provider Name.
  4. Click on the "Search" button.
  5. Select a provider from the "Care Quality Organizations" table.
  6. Click on the "Find Available CCDs" button.
  7. Validate the table is populated.
  8. Click the "Preview CCD" (magnifying glass) button to preview the CCD.
  9. Redo the test with multiple providers selected.
  10. Validate the table populates.
Topics
• CQN/HIE
ECS-58066 Summary | Details
11.0.0025.04, 11.0.0050.01, 11.0.0075
Address Overwrite on Claim Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Output Ready
  • Claim/Invoice Batch [VIEW]
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Payor-Facility License Link Subform
  • Payor-Facility License Link [EDIT]
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
Scenario 1: Validate Payer License Address Overwrite On Service Facility Outputs On 837 Claim Output
Specific Setup:

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

Steps
  1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
  2. Select desired "Receiver".
  3. Check the flag "Output Service Facility in 837 as Service Facility".
  4. Save.
  5. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  6. Select desired "Facility".
  7. Navigate to "Licensing Info".
  8. Add desired "Payer Specific Information" in the SubForm.
  9. Expand the SubForm for to add an "Overwrite Address".
  10. Validate "Do not Output as Rendering Provider" is not checked.
  11. Save.
  12. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  13. Select desired "Billing Run".
  14. Open the billing run to generate the output.
  15. Validate NM1*77 row contains desired "Facility".
  16. Validate N3 and N4 row contain the overwrite address.
  17. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  18. Select desired "Facility".
  19. Navigate to "Licensing Info".
  20. Check the flag "Do not Output as Rendering Provider".
  21. Save.
  22. Repeat steps 12-14.
  23. Validate NM1*77 row contains desired "Facility".
  24. Validate N3 and N4 row contain the overwrite address.
Topics
• Agency • Finance
ECS-58068 Summary | Details
11.0.0050.01, 11.0.0075
Collection Type
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Claims Maintenance NX Form Set
Scenario 1: Submission Balance and Expected Amount - Collection
Specific Setup:
  • Collection Submitter and Receiver are configured.
  • Collections Processing is configured within the Self Pay Plan.
  • Collection billing batch must be marked as sent.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Click on the "View Filters" button.
  3. Within the Search Parameters, check off the "Show Claims Flagged for Collections" and "Include No Remit Claims" fields.
  4. Click on the "Search" button.
  5. On desired claim, click on the "Add Action" link.
  6. Within the "Action" field, select "Resubmit to CCU".
  7. Set the "Amount Type" to "Remaining Balance".
  8. Set the desired "Transaction Month", and click "Save".
  9. Navigate to "Finance > Claim Maintenance > Automatic > Submissions".
  10. Enter the claim for the resubmit that was just performed.
  11. For the collection submission, validate the "Claim Submission Balance" matches the same amount displayed within the "Amount Expected" field.
Topics
• Finance
ECS-58141 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05
UB-04 Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claims Submission For Remittance NX [EDIT]
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim Output
Scenario 1: Validate Primary Payor Information Displays On UB-04 After Waterfall
Specific Setup:
  • Requires a claim that can be waterfalled to "Secondary Payer".
  • Receiver on "Secondary Payer" should be set up to output "UB-04".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Add desired "Payment".
  5. Click "Add Action".
  6. Select "Resubmit To Other/Waterfall".
  7. Save.
  8. Wait for billing to run.
  9. Open the batch to the new submission.
  10. Click on "Create Output".
  11. Open the "UB-04" output.
  12. Validate it contains desired payment and "Primary Payer" information.
Topics
• Finance
ECS-58143 Summary | Details
11.0.0075, 11.0.0050.02
Clinic Scheduled Events and On Demand Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Checks for a Clients Self Pay in Front Desk Entry [EDIT]
  • FrontDeskCheckIn
  • FinanceClaims
  • Checks for a Clients Self Pay in Front Desk Entry [ADD]
  • AR Management
  • Client Search
  • Client Service Entry
  • Client Related Task - New [ADD]
  • Immunizations - Public Health [ADD]
  • Vaccines In Inventory
  • Vaccine Funding Source
  • VFC Eligibility
  • Inventory Container By Vaccine
  • Med Administration - Public Health [ADD]
  • Facility Enrollment Client
  • Medications In Inventory
  • Inventory Container by Drug
  • Drug Dispense Units
  • Service and Attendance Facilities Listing
  • All People Agency
  • FrontDeskCalendar
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
Scenario 1: Validate On Demand Billing With Clinic Appointments
Specific Setup:
  • Requires a client with a "Self Pay Benefit Assignment".
  • Requires a service that set up in "Self Pay" and flagged for "On Demand Billing".
  • Requires a "Facility" to be set up with a "Clinic Schedule".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click on "View Calendar".
  3. Click "Clinic" tab.
  4. Check off desired "Clinic".
  5. Right click on desired "Appointment Slot" row to schedule an appointment.
  6. Fill in required fields for the scheduled event.
  7. Save.
  8. Close the calendar.
  9. Click "Refresh".
  10. Validate the event is listed.
  11. Click "Check In".
  12. Click "Complete Task".
  13. Fill in required fields to complete the event.
  14. Save.
  15. Validate the event moves to the "In Progress" column.
  16. Validate "Run On Demand Billing" button is visible.
  17. Click the "Run On Demand Billing" button.
  18. Wait for billing to run.
  19. Click on "Review Claims".
  20. Validate the desired claim was generated.
Topics
• Finance • Front Desk
ECS-58146 Summary | Details
11.0.0075, 11.0.0050.03
Outbound DFT^P03: Honor Placement Claim Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Immediate Billing Run Request [EDIT]
  • HL7 Outbound v2.0 Form Set
  • HL7 Document Types Setup Link
  • HL7 Outbound [ADD]
  • HL7 Outbound [EDIT]
  • Client Service Entry
  • Billing Plan Output [EDIT]
  • Finance Setup Manual Services NX Form Set
  • Billing Rate - Service Based NX [EDIT]
  • Time Charts
  • JM Simple [EDIT]
  • FinanceClaims
  • Client Search
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: DFT P03 Outbound FT Segement - Single Claim - No Roll Up Services And Units Test
Steps

Internal Testing Only.

Scenario 2: DFT P03 Outbound FT1-10 Segement - Multi Claim- Roll Up Services Unit Test
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-58147 Summary | Details
11.0.0075, 11.0.0050.03
Outbound DFT^P03: Units of Service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Immediate Billing Run Request [EDIT]
  • HL7 Outbound v2.0 Form Set
  • HL7 Document Types Setup Link
  • HL7 Outbound [ADD]
  • HL7 Outbound [EDIT]
  • Client Service Entry
  • Billing Plan Output [EDIT]
  • Finance Setup Manual Services NX Form Set
  • Billing Rate - Service Based NX [EDIT]
  • Time Charts
  • JM Simple [EDIT]
  • FinanceClaims
  • Client Search
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: DFT P03 Outbound FT Segement - Single Claim - No Roll Up Services And Units Test
Steps

Internal Testing Only.

Scenario 2: DFT P03 Outbound FT1-10 Segement - Multi Claim- Roll Up Services Unit Test
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-58149 Summary | Details
11.0.0075, 11.0.0050.03
Outbound DFT^P03 - Support Multiple Service Lines
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Immediate Billing Run Request [EDIT]
  • HL7 Outbound v2.0 Form Set
  • HL7 Document Types Setup Link
  • HL7 Outbound [ADD]
  • HL7 Outbound [EDIT]
  • Client Service Entry
  • Billing Plan Output [EDIT]
  • Finance Setup Manual Services NX Form Set
  • Billing Rate - Service Based NX [EDIT]
  • Time Charts
  • JM Simple [EDIT]
  • FinanceClaims
  • Client Search
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: DFT P03 Outbound FT Segement - Single Claim - No Roll Up Services And Units Test
Steps

Internal Testing Only.

Scenario 2: DFT P03 Outbound FT1-10 Segement - Multi Claim- Roll Up Services Unit Test
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-58154 Summary | Details
11.0.0075, 11.0.0050.03
ADT^A08 Updating Benefit Assignments, IN1 Segment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Referral Search
  • Benefit Assignment [EDIT]
  • Agency Referral Personal Information [EDIT]
  • Address by ZIP code Subform
  • Alternative IDs Subform
Scenario 1: HL7 Inbound ADT^A08 Updates - Validate Benefit Assignments Are Updated - Segment IN1
Steps

Internal Testing Only.

Scenario 2: HL7 Inbound ADT^A08 Updates - Validate Demographics Are Updated
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-58157 Summary | Details
11.0.0075, 11.0.0050.03
Inbound "ADT^A08" Referral To Programs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Referral Search
  • Referral Made Status Subform
  • Referral to Program from Outside Source [Edit]
Scenario 1: HL7 Inbound ADT^A08 Updates - PV1 Segement - Validate Referral To Program Remains Unchanged
Steps

Internal Testing Only.
Topics
• CareConnect
ECS-58158 Summary | Details
11.0.0075, 11.0.0050.03
Inbound ADT^A04-RE to Honor Updates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Referral Search
  • Referral Made Status Subform
  • Import Services Form Set
  • Import File Templates
  • ImportFileLog
  • Referral to Agency [EDIT]
  • Referral Information Form Set
  • Agency Referral Personal Information [EDIT]
  • Address by ZIP code Subform
  • Alternative IDs Subform
  • Referral to Program from Outside Source [Edit]
  • Benefit Assignment [EDIT]
Scenario 1: HL7 Inbound ADT^A04—Referral - Validate Referral Accepts Modifications
Steps

Internal Testing Only.
Topics
• Program Referrals • Referral Application
ECS-58253 Summary | Details
11.0.0025.04, 11.0.0050.01, 11.0.0075, 11.0.0000.09
270 Eligibility Files
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • 270 Output Ready
  • Billing Batch Claims Review
  • 270 Output File
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
  • Finance > Imports/Exports > Exports > Eligibility Requests (270)
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information 270-271 Setup [EDIT]
  • EligibilityManager
Scenario 1: Send 270 to RevConnect From Billing Run
Specific Setup:

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

Steps
  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".
Scenario 2: Validate 270 Output File Honors "Output 270 in 5010 format" Option
Specific Setup:

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

Steps
  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.
Topics
• Finance • Finance Setup
ECS-58276 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05, 11.0.0000.09
835 Remittance Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Report: Claim Remittance Report
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • Claim Remittance Transactions Subform
  • Report: Claim Details Report
  • Claims Maintenance Form Set
  • AR Management
  • Cash Receipts for Remittance
  • ActionsView
Scenario 1: Validate 835 Payment Withdrawal and Full Payment
Specific Setup:
  • Requires an "835 Remittance" with valid claims.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" button.
  3. Select "Upload 835".
  4. Select desired "835 Remittance" file.
  5. Set "Deposit Date".
  6. Click "Upload" button.
  7. Wait for "835 File" to process.
  8. Click "Actions" button.
  9. Select "Remittance Report".
  10. Click on desired "Claim" link.
  11. Click "Submissions" tab.
  12. Validate the "Claim Remittance Status" contains "Paid".
  13. Validate the "Claim Submission Balance" contains $0.00".
  14. Repeat steps 2-6 for same file.
  15. Validate "This remittance has already been processed." message.
Scenario 2: Validate Remittance With Multiple Payments On Same Service Line
Specific Setup:
  • Requires a "Multi Service Line" claim.
  • Requires a "Remittance" with multiple payments for one of the service lines.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and select "Upload 835".
  3. Select desired remittance file.
  4. Click "Upload".
  5. Validate file uploaded.
  6. Navigate to "Finance > Claim Maintenance > Automatic > Submissions".
  7. Select desired claim from remittance.
  8. Open the submission.
  9. Validate the "Submission" contains both payment statuses from the remittance.
Scenario 3: Validate Remittance Upload With CAS Info In Service Line
Specific Setup:

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

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Upload 835 file.
  3. Validate that the CAS information has been applied to the claim.
Topics
• Finance
ECS-58297 Summary | Details
11.0.0075, 11.0.0050.03
eSignature Request Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • myHealthPointe Sign In
  • myHealthPointe Home
  • myHealthPointe Documents Awaiting Signature
  • eSignature Agency Event Link Subform
  • People Events
  • Agency [EDIT]
  • Client Search
  • Non-drug Allergy [ADD]
  • Allergies - not drug related
  • Standard Codes - Status
  • People Allergy Symptoms Reaction Subform
  • Allergy Symptoms Reactions
  • eSignature Events Subform
  • Events for eSignature
  • eSignature Request [ADD]
  • eSignature Request Status [DELETE]
  • Non-drug Allergy [DELETE]
Scenario 1: Validate eSignature Request Form Allows Non-Service Events
Specific Setup:
  • Client that is linked to myEvolv and myHealthPointe.
  • Client login for myHealthPointe.
Steps
  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.
Topics
• Agency Setup • Client
ECS-58302 Summary | Details
11.0.0075, 11.0.0025.06, 11.0.0050.03
Creating New Staff Profile
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Staff-Site Link Subform
  • Staff Programs Subform
  • Staff-Worker Role Link Subform
  • Staff Workgroups Enrollment Subform
  • Staff - Service Link Subform
  • Person Information No Anonymous [ADD]
  • Wizard
  • New Staff [ADD]
  • Staff-By-Jobtitles
  • Staff-Services Link Subform
  • Staff - By Jobtitles
Scenario 1: Staff Profile Copy Wizard
Specific Setup:
  • Staff user must have access to add new users.
  • Existing staff with values user to copy.
Steps
  1. Click "New" in the Staff Search within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Check off the field "Enable Staff Copy". This will enable the "Staff Person Copied" field.
  3. Enter the desired staff person to be copied from.
  4. Validate the Sub-Forms and their values from the staff entered in step 2 is copied.

Staff Information:

a. Job Title

Worker Profile:

a. Supervises Self

b. Supervisor

c. Managing Offices (Sub‐Form)

User Access:

a. Navigation Access

b. Incident Worker Role

c. Can Access All Incidents

d. Can Access Sensitive Incidents

Programs and Worker Roles Worth with:

a. All Programs

b. Programs (Sub‐Form)

c. All Worker Roles

d. Worker Roles (Sub‐Form)

Services:

a. All Services

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

Enrollment into Workgroups:

a. Enrollment/Workgroup (Sub‐Form)

Navigation Preferences:

a. Personalize Navigation Settings

b. Is Navigation Docked

c. Interface Color Scheme

d. Load Last Loaded Form

e. Module

f. Sub‐Module

g. Form Set

h. Form Set Member

i. Display Most visited

j. Most Visited Maximum # of items to display

k. Most visited # of days to be considered

l. Most Recent Maximum # of items to display

m. Display Favorites

n. Display Labels of Navigation Buttons

o. Display Module Icons

p. Prevent Alert Pane from Automatically Opening

Scenario 2: Staff Profile Copy Wizard – Modifications
Specific Setup:
  • Staff user must have access to add new users.
  • Existing staff with values user to copy.
Steps
  1. Click "New" in the Staff Search within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Check off the field "Enable Staff Copy". This will enable the "Staff Person Copied" field.
  3. Enter the desired staff person to be copied from.
  4. Click " Finish" to save the entry.
  5. Validate modifications can be made to newly created staff.
Topics
• Staff
ECS-58330 Summary | Details
11.0.0075, 11.0.0050.02
Routes Including Immediate Supervisor Drop-Down
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 Immediate Supervisor Drop Down On Basic Approval Route
Specific Setup:
  • Requires an event that is set up with the route "Basic Approval".
  • Scenario works with "Original Routing" setup.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click "Add Event" and select desired event.
  4. Fill in required fields.
  5. Save.
  6. Re-open the event.
  7. Click "Routing" button to begin route.
  8. Under "Submit to Supervisor" enter the desired supervisor.
  9. Validate the desired staff appears.
  10. Select the supervisor.
  11. Enter a note.
  12. Click "Submit to Supervisor".
  13. Save.
  14. Login as the "Supervisor".
  15. Navigate to "Client > Case Management > Service Management > Service Entry".
  16. Select the client.
  17. Open the event.
  18. Click the "Routing" button.
  19. Validate route is assigned to the "Supervisor".
  20. Approve the route.
Topics
• Client
ECS-58331 Summary | Details
11.0.0075, 11.0.0050.04
Adjustment Claim Handling With 835 Imports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance File Import
  • Report: Claim Remittance Report
  • FinanceImportListing
  • AR Management
  • Cash Receipts for Remittance
  • Claims Maintenance NX Form Set
  • Claim 2.0 [EDIT]
  • Claim Submission 2.0 [EDIT]
Scenario 1: Validate 835 Import With Withdrawl On Multi Service Line Claim and Payment On Adjustment
Specific Setup:
  • Requires a "Multi Service Line Adjustment Claim".
  • Requires an 835 Import with a "Payment Withdrawal and Payment" to the adjustment claim.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and select "835 Import".
  3. Select desired remittance file.
  4. Set desired "Deposit Date".
  5. Click "Upload".
  6. On the imported remittance row click "Actions".
  7. Select "Remittance Report".
  8. Validate desired claims contain the desired "Payment Withdrawn" and "Payment" status.
Scenario 2: Validate 835 Import Of Payment And Withdrawl On Adjustment Claim
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and select "835 Import".
  3. Select desired remittance file.
  4. Set desired "Deposit Date".
  5. Click "Upload".
  6. On the imported remittance row click "Actions".
  7. Select "Remittance Report".
  8. Validate desired claims contain the desired status.
Topics
• Finance
ECS-58354 Summary | Details
11.0.0075, 11.0.0050.04
Custom Reports "Group By"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Report Designer
  • Additional Properties
  • Group By - Additional Properties
  • Conditional Formatting Configuration
Scenario 1: Validate Custom Reports “Report Columns” and “Group By” Match “Additional Properties” Inputs
Specific Setup:

Custom Report available to modify.

Steps
  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.
Topics
• NX Custom Reporting
ECS-58373 Summary | Details
11.0.0025.04, 11.0.0050.01
835 Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Report: Claim Remittance Report
  • Report: Claim Details Report
  • Claims Maintenance NX Form Set
Scenario 1: Validate Remittance Upload With CAS Info In Service Line
Specific Setup:

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

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Upload 835 file.
  3. Validate that the CAS information has been applied to the claim.
Topics
• Finance
ECS-58406 Summary | Details
11.0.0075, 11.0.0050.03
Mobile CareGiver+ Referring Physician
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Critical Information Form Set
  • Client Search
  • Critical Information
  • Facility Placement for a Person [EDIT]
  • Managing Organizations
  • Client Personal Information Form Set
  • Client Personal Information [EDIT]
  • Client Service Entry
  • Client Related Task - New [ADD]
  • Referral Search
  • Referral to Agency [EDIT]
  • CareFabric Logs [VIEW]
  • Referral Contact Table
Scenario 1: MCG -EvvAppointmentUpdated and EvvClientUpdated - Referral Contact Blank and Populated Values Are Accepted
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-58446 Summary | Details
11.0.0075, 11.0.0025.06, 11.0.0050.03
Ability to Remit Co-Pay Submissions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • Claim 2.0 [EDIT]
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • Claim Remittance Transactions Subform
  • ActionsView
  • FinanceImportListing
  • Report: Claim Remittance Report
  • Finance File Import
Scenario 1: Validate Applying Payment To Copay Submission
Specific Setup:
  • Requires a claim with a "Copay Submission" that can be remitted.
  • Requires a "Remittance Check" that can be applied to the "Copay Submission".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance Check".
  3. Set parameters to search for desired "Copay Submission Claim".
  4. Apply "Payment" to desired "Copay Submission".
  5. Save.
  6. Validate the payment has applied to the claim.
  7. Validate the balance of the remittance check contains new balance.
Topics
• Finance
ECS-58508 Summary | Details
11.0.0075, 11.0.0025.06, 11.0.0050.03
Allow Multiple Logins
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • EvolvCS Client [EDIT]
  • Profile Icon
  • Staff Look Up Their Own Information
Scenario 1: Validate Non-Active Directory Users "Allow Multiple Logins" is Honored
Specific Setup:
  • Multi-Agency System.
  • Configure Agency to NOT use Active Directory - make sure the first agency in the dropdown menu on login page does use Active Directory.
  • User configured for "Allow Multiple Logins" disabled.
Steps
  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.
Scenario 2: Validate Active Directory Users "Allow Multiple Logins" is Honored
Specific Setup:
  • Multi-Agency System.
  • Configure Agency to use Active Directory - make sure the first Agency in the dropdown menu on login page does not use Active Directory.
  • User configured for "Allow Multiple Logins" disabled.
  • User configured for Active Directory login.
Steps
  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.
Scenario 3: Validate User Can Log Back in Successfully Following Timeout
Specific Setup:

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

Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Verify and take note of "Inactivity Timeout" value.
  3. Wait for X amount of minutes.
  4. Validate Timeout warning appears last 5 minutes of inactivity.
  5. Validate successful logout.
  6. Log back in using same user.
  7. Validate successful login from timeout screen.
Topics
• Login • Setup
ECS-58541 Summary | Details
11.0.0075, 11.0.0025.06, 11.0.0050.03
270 Eligibility File and TRN03
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 270 Output File
  • EligibilityManager
  • Receiver Information - All
  • 270 Output Ready
Scenario 1: Validate 270 Outputs Tax ID When Client Has Guarantor Name
Specific Setup:

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

Steps
  1. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  2. Click "New Request".
  3. Select desired receiver.
  4. Fill in remaining required fields to generate desired "270 Output File".
  5. Save.
  6. Click "Actions" and select "Generate Output File".
  7. Validate the desired client is listed with the appropriate TAX ID in the TRN03 segment.
Topics
• Finance
ECS-58706 Summary | Details
11.0.0075, 11.0.0025.07, 11.0.0050.04
Billing Rates (A/R)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers Setup Table
  • ContractsRatesSetup
  • Payers/Contracts Setup 2.0 Form Set
  • SchemeContractSetup
  • BillingSchemeForm
Scenario 1: Billing Rates For Payers
Specific Setup:

System has many rates under a Payer, where each of those rates are linked to many plans.

Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  2. Select "Payer".
  3. Click the "View" dropdown.
  4. Select "All".
  5. Validate all Billing Rates display.
  6. Select "Placement Based" from the dropdown.
  7. Validate all associated Billing Rates display.
  8. Repeat for "Service Based", "Attendance Based", "Occurrence Based", "EM Rates", "AM Rates", "Immunization Rates", "Medication Rates", "Vacant Bed".
Topics
• Finance Setup
ECS-58761 Summary | Details
11.0.0075, 11.0.0050.03
ClientEvent SDK Object
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Personal Information [EDIT]
  • CareFabricEventInfo
Scenario 1: ClientEventUpdate
Steps

Internal testing only.
Topics
• Client
ECS-58810 Summary | Details
11.0.0075, 11.0.0025.06, 11.0.0050.03
UB-04 Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • Claims Submission For Remittance NX [EDIT]
  • Claim Service Lines NX Subform
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim Output
Scenario 1: Validate Place Of Service Updates On UB-04 When Using Calculate Rate
Specific Setup:
  • Requires a claim that can be remitted.
  • Client should have a secondary benefit assignment that can bill the service.
  • Rate on secondary benefit assignment should be set up with "Place of Service" overwrite that is different from original claim.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claims.
  4. Apply desired status such as "Denial".
  5. Click "Add Action" and select "Resubmit to Other".
  6. Select "Calculate Rate".
  7. Validate the "Submission Line" contains "Place Of Service" from secondary payer.
  8. Save.
  9. Wait for billing to run.
  10. Open the 2nd submission.
  11. Open the batch and click on "Create Output".
  12. Download and open the "UB-04".
  13. Validate it contains desire "Place of Service Code".
Topics
• Finance
ECS-58825 Summary | Details
11.0.0075, 11.0.0050.03
New Client and Staff Wizard
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)
  • Person Information No Anonymous [ADD]
  • Wizard
  • New Staff [ADD]
  • Job Title Listing - Employees
  • Staff-Site Link Subform
  • Managing Offices By Agency Operated
  • Security Schemes
  • Client Search
  • Person Information [ADD]
  • Initial Enrollment for New Person [ADD]
  • Outside Organizations - distinct
  • Referral Reason Table
  • Placement Events by Agency/Program - People2
  • Provider Sites by Program (Vacancy)
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Worker Role (to a client or in a workgroup) Table
Scenario 1: New Staff Create Wizard
Steps
  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.
Scenario 2: Adding A New Client Via New Client Wizard - Testing Unit Default
Specific Setup:
  • 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.
Steps
  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.
Topics
• Staff
ECS-58858 Summary | Details
11.0.0075, 11.0.0050.03
Client Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCalendar
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCheckIn
  • People Search
  • Clinic Info
  • Client Search
  • Family Management - New [EDIT]
  • Family Members Sub Form Subform
  • All People Agency
  • Person Information [ADD]
  • Wizard
  • Address by ZIP code Subform
  • Address Type Table
  • Residence Type
  • Relationship - Family Table
  • Family Members Sub Form [Edit]
  • WizardMPISearch
  • New Client Personal Information [EDIT]
  • Initial Enrollment for New Person [ADD]
  • Outside Organizations - distinct
  • Provider Sites by Program (Vacancy)
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Worker Role (to a client or in a workgroup) Table
  • Referral Reason Table
Scenario 1: Front Desk Client Search on Workgroup
Specific Setup:

Staff has access to Front Desk.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Select a future date.
  3. Click the "View Calendar" button
  4. Chose the "Program" tab within the filters, and select the desired program.
  5. Double click the desired time slot to open the Appointment Information screen.
  6. Within the Appointment Information screen enter the below:
  7. "Staff Responsible" - Leave empty
  8. "Workgroup" - Select desired workgroup
  9. "Event" - Select desired events
  10. "Date/Time" - Select desired Date/Time
  11. "Person" - Select desired person
  12. Click "Save", to save the desired appointment.
  13. Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  14. Select the future date that was entered within step 6-d, and click on the "Refresh" button.
  15. Validate the appointment created within Step 6 displays within the "Scheduled" column.
  16. Click on the "Select Client" button within the "Client Search" pane, and select the name of the person that was entered within Step 6, e.
  17. Validate the appointment scheduled within Step 6 is displayed including the "Workgroup" name.
  18. Click the "View Calendar" button.
  19. Select a future date.
  20. Double click the desired time slot to open the Appointment Information screen.
  21. Within the Appointment Information screen enter the below:
  22. "Staff Responsible" - Leave empty
  23. "Workgroup" - Select desired workgroup
  24. "Program" - Leave empty
  25. "Clinic Responsible" - Select desired clinic
  26. "Event" - Select desired events
  27. "Date/Time - Select desired Date/Time
  28. "Person" - Select desired person
  29. Click "Save", to save the desired appointment.
  30. Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  31. Select the future date that was entered within step 16-f, and click on the "Refresh" button.
  32. Validate the appointment created within Step 16 displays within the "Scheduled" column.
  33. Click on the "Select Client" button within the "Client Search" pane, and select the name of the person that was entered within Step16,g.
  34. Validate the appointment scheduled within Step 16 is displayed including the "Workgroup" name.
Scenario 2: Add New Family Member To Client > All People Agency > New
Specific Setup:

Client has an existing Family record.

Steps
  1. Navigate to "Client > Client Information > Relationships > Families".
  2. Select "Client".
  3. Click on "Member of Family" to launch "Family Information Standalone".
  4. Click "Family Member" icon (binoculars).
  5. Click "New".
  6. Validate "Wizard" launches.
  7. Populate required fields.
  8. Proceed through the steps to complete wizard and save.
  9. Validate record saved.
Topics
• Client
ECS-59038 Summary | Details
11.0.0100, 11.0.0025.08, 11.0.0050.05, 11.0.0075.02
Opening Forms From Standalone Form Sets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • My Referral Information Form Set
  • Select File for Upload
  • Text Templates
  • Program Listing by Agency and Service Event
  • My Client Information Form Set
  • Basic Assessment [ADD]
  • Basic Assessment [EDIT]
Scenario 1: Widgets Pending Referral - Validate "Upload Document" Window Closes
Specific Setup:

A "Pending Referral" exists on the "My Pending Referrals" Widget.

Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Select the "My Pending Referrals" Widget.
  3. Access a referral from the widget.
  4. Click the "Assessment" Tab.
  5. Add an assessment that contains a document upload feature.
  6. Upload a file.
  7. Save the file.
  8. Fill in any other required fields.
  9. Save the form.
  10. Validate all forms closed prior do not display.
  11. Exit the "My Referral Information" form.
  12. Validate the form displays the widget selections.
  13. Select the same referral.
  14. Edit the assessment just created.
  15. Remove the image and load a second image.
  16. Validate all forms close appropriately.
  17. Save the file.
  18. Validate prior forms closed display.
  19. Close the form.
  20. Validate the widgets form displays.
  21. Validate no forms closed in prior steps display.
Scenario 2: Widgets My Clients - Validate "Text Template" Window Closes
Specific Setup:
  • Staff that has clients displaying in the "My Clients Widget".
  • An "Assessment" exists that contains a "Note" area.
  • The "Note" area has existing templates.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Select the "My Clients" Widget.
  3. Access a client from the widget.
  4. Click the "Assessment" Tab.
  5. Add an assessment that contains a document upload feature.
  6. Fill in any required fields.
  7. Select the "Progress Note" template.
  8. Validate the template is entered into the progress note.
  9. Validate the "Text Template" look up table clears.
  10. Save the form.
  11. Validate all forms closed prior do not display.
  12. Exit the "Client Information" form.
  13. Validate the form displays the widget selections.
  14. Validate all items closed prior, do not display.
  15. Select the same client.
  16. Edit the assessment just created.
  17. Modify the progress note with a new template.
  18. Validate the "Text Template" look up table closes.
  19. Save the form.
  20. Validate prior forms closed do not display.
  21. Close the form.
  22. Validate the widgets form displays.
  23. Validate no forms closed in prior steps display.
Topics
• Forms • SubForm
ECS-59064 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Mirrored Billing Jobs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers/Contracts Setup 2.0 Form Set
  • ContractsRatesSetup
  • Billing Plan Setup NX [EDIT]
  • Placement NX Form Set
  • Billing Rate - Placement Based NX [EDIT]
  • Critical Information
  • Facility Transfer [ADD]
  • Provider Sites by Program (Vacancy)
  • Unit Table
  • Enrollment Transfer Type Look-up Table
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Client Search
  • Payers Setup Table
  • Placement Disruption Rules Form Set
  • Placement Disruptions Rule Setup-Client [EDIT]
  • Placement Disruptions: Unknown Location [ADD]
Scenario 1: Billing Placement Services Using "Allow Billing Non-Overnight Stay" And Transfer Is Within The Same Facility
Specific Setup:
  • Rate History is checked for " Allow to bill non overnight stay".
  • Client has transferred beds within the same Facility.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected number of "Units".
  5. Click "Claim".
  6. Validate "Billed Services" contains one record for "Date of Transfer".
Scenario 2: Billing Placement Services Using "Allow Billing Non-Overnight Stay" And Transfer Is To A New Facility
Specific Setup:
  • Rate History is checked for " Allow to bill non overnight stay".
  • Client has transferred to a different Facility.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected services.
Scenario 3: Placement Billing With Non-Billable Placement Disruption Occurring At Beginning And Ending Of Day
Specific Setup:
  • Placement Disruption is not billable.
  • Rate History is checked for " Allow to bill non overnight stay".
  • Placement disruption begins on day 1 midday and ends on day 3 midday.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected number of "Units".
  5. Click "Claim".
  6. Validate the "Billed Services" contain the expected number of "Units".
Scenario 4: Placement Billing With Billable Placement Disruption Occurring At Beginning And Ending Of Day
Specific Setup:
  • Placement Disruption is billable.
  • Rate History is checked for " Allow to bill non overnight stay".
  • Placement disruption begins on day 1 midday and ends on day 3 midday.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected number of "Units".
  5. Click "Claim".
  6. Validate the "Billed Services" contain the expected number of "Units".
Topics
• Client • Finance • Finance Setup
ECS-59095 Summary | Details
11.0.0075, 11.0.0050.06
Lab Results With Multiple Tests
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • OrderConnect - Orders
  • OrderConnect Lab Results [DELETE]
Scenario 1: OrderConnect Labs - Validate Lab Results With Multiple Tests Will Save To myEvolv
Steps

Internal Testing Only.
Topics
• OrderConnect
ECS-59101 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Waterfall of Claim That Was Previously Re-Submitted to Original Funder
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 Adjustment Reasons
  • Claims Submission For Remittance NX [EDIT]
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
  • Claim Output Ready
  • 837 File
Scenario 1: Validate CAS Output With Multiple Remittances
Specific Setup:
  • Requires a claim that can be remitted and waterfalled to a second payer.
  • Scenario works with 2 remittance checks.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance Check".
  3. Set parameters to search for desired claim.
  4. Add a "Denial".
  5. Click "Add Adj" button.
  6. Add desired "Adjustment Reasons".
  7. Save.
  8. Select a second "Remittance Check".
  9. Add a "Partial Payment".
  10. Click "Add Adj" button.
  11. Add desired "Adjustment Reasons".
  12. Click "Add Action".
  13. Select "Resubmit to Other" to waterfall to secondary payer.
  14. Save.
  15. Wait for billing to run.
  16. Open the desired batch.
  17. Create the output.
  18. Validate it contains "Adjustment Reasons" from the second check.
Topics
• Finance
ECS-59158 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Program Enrollment - End Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • ServicePlanList
  • ServicePlanForm
  • Critical Information
  • Program Enrollment [Edit]
  • Agency Program Services/Program-User Subform
Scenario 1: Treatment Plan Finalized With Corresponding Program Enrollment Is End-Dated
Specific Setup:
  • Service event has the "Draft Service Option" set.
  • User has access to client.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click the "Add Event" button and select event.
  4. Fill out desired information and click the "Save as Draft" button.
  5. Utilizing the same client, navigate to "Client > Case Management > Plan Development > Planning".
  6. Enter new treatment plan and submit for approval.
  7. Utilizing the same client, navigate to "Client > Client Information > Critical Information > Enrollment Information".
  8. Close the program enrollment.
  9. Navigate to "Client > Case Management > Service Management > Service Entry".
  10. Review the previously entered event and validate the status contains "Draft".
  11. Navigate to "Client > Case Management > Plan Development > Planning".
  12. Review the previously entered treatment plan and validate the status contains "Submitted for Approval".
Topics
• Client
ECS-59253 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Placement Services - Multiple Programs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Setup - No Care Day/Respite [EDIT]
  • Client Search
  • Critical Information
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Report: Service Details
  • Report: Enrollments for a Period
  • Date Range (Required) With Parms [ADD]
  • Report Parameters PickList
  • All Clients With Security for Reports
Scenario 1: Outpatient Type Programs - "Services Created for Days of Placement"
Specific Setup:
  • The "Services Created for Days of Placement" is checked off in breadcrumb "Agency Setup > Agency > Program Setups > Outpatient & Other" for desired programs.
  • Rates are setup to bill for placement.
  • Client is enrolled in multiple outpatient programs during the same time.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click on "New Run" and select "Immediate Run".
  3. Set the desired "Submitter", "Run Description", "Through Date" and any other desired fields.
  4. Click the "Save" button.
  5. Select the "Billing Processing History" tab.
  6. Click the "Start Billing Now" button.
  7. Click "OK" on the "Billing job started" message.
  8. Once the billing run is completed, review claims.
  9. Validate claims were created for desired programs within the same time.
  10. Click the "X" to close.
  11. On the batch, click the "Actions" button and select "Open Batch".
  12. Click the "Create Output" button and close.
  13. Click the "Actions" button and select "Mark as Sent".
  14. Click "OK" on the "Are you sure you want to mark sent?" message.
  15. Navigate to "Client > Client Information > Critical Information > Enrollment Information" and set to desired client.
  16. Within the first program, click the "Actions" cell and select the "Services Generated Report" link.
  17. Validate the desired dates are indicated as "Billed".
  18. Click the "Close" button.
  19. Within the second program, click the "Actions" cell and select the "Services Generated Report" link.
  20. Validate the desired dates are indicated as "Billed".
  21. Click the "Close" button.
Scenario 2: Enrollments for a Period Report - "Program: Are Services Created for Placement?"
Specific Setup:
  • The "Services Created for Days of Placement" is checked off in breadcrumb "Agency Setup > Agency > Program Setups > Outpatient & Other" for desired program(s).
  • Client is enrolled in program(s).
  • User has access to Reports module.
Steps
  1. Navigate to "Reports > Clients > General > Enrollments for a Period".
  2. Set the desired "From Date" and "Through Date".
  3. Check off the "Program: Is Enrollment Required for Services?" field.
  4. Set the "Parameter" to "Client" and set the "Value" to the desired client.
  5. Click the "Preview" button.
  6. Validate the output contains the desired data.
  7. Click the "Close" button.
Topics
• Agency Setup • Client • Finance • Reports
ECS-59315 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Claim Submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Billing Batches Management
  • Billing Request Action Based Run [ADD]
  • Action Based Run - Claim Action Types
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • ActionsView
  • Claim Action Reasons
Scenario 1: Validate Bulk Calculate Rate Adjustment/Replacement Claims
Specific Setup:
  • Scenario works with claims that have been paid.
  • Services have been changed to include new units.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Paid" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Adjustment/Replacement".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Adjustment/Waterfall".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Adjustment and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the correct "Submission # 2".
  23. Validate the claim generated with the correct number of units.
  24. Click on the claim to view the "Accounting Info".
  25. Validate the "Journal Entries" contain desired amount.
Scenario 2: Validate Resubmit With Bulk Calculate Rate Includes Additional Units
Specific Setup:
  • Requires claims that can be remitted.
  • Scenario works with at least 5 claims.
  • Services for each of the billed claims have been edited so that they rebill with more units.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
  23. Validate the claim generated with the expected number of units.
Scenario 3: Validate Resubmit With Bulk Calculate Rate Includes Additional Units
Specific Setup:
  • Requires claims that can be remitted.
  • Scenario works with at least 5 claims.
  • Services for each of the billed claims have been edited so that they rebill with more units.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
  23. Validate the claim generated with the expected number of units.
Topics
• Finance
ECS-59330 Summary | Details
11.0.0100, 11.0.0025.07, 11.0.0050.04, 11.0.0075.01
Printing Test/Assessment
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
Scenario 1: Validate Printing An Assessment With Multiple SubReports
Specific Setup:
  • Requires an assessment with multiple "SubReports" on various areas of the event.
  • Questions on the assessment are also flagged with "Two questions on one row".
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click on desired "Completed Event".
  4. Click "Print" and select "Print Form".
  5. Validate the assessment prints and displays desired "SubReports".
Topics
• Assessments
ECS-59407 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Print Bundle - SubReports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • NX Sub Report [EDIT]
  • Diagnosis General [ADD]
  • Diagnosis Search Service
  • PrintingBundleTemplate
  • Printing Bundle Templates Active
  • Alerts - View [VIEW]
Scenario 1: Print Bundle with SubForms
Specific Setup:
  • Client contains an event with SubReport data entered.
  • User has access to client and Client module.
Steps
  1. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  2. Select desired template.
  3. Select desired events and click the "Submit" button.
  4. Set the desired "Description" and click the "Run Now" button.
  5. Once output is retrieved, validate the SubReport data and print.
Topics
• Reports
ECS-59513 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
UB 04 Claim Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information Generic [EDIT]
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Claim Output
  • Billing Place of Service
  • Claim Output Ready
  • Alternative Claim Output
  • Payor-Facility License Link Subform
  • Payers of Agency
  • Plans/Contracts by Payer and Receiver
  • Billing Provider Number Type
  • Program by Managing Office and Agency
Scenario 1: Validate Billing Custom Output - UB-04
Specific Setup:
  • User has access to "PaperUB04" receiver in "Finance Setup".
  • Client must have payor setup in "Benefit Assignment".
  • Facility is configured with Licensing Information at "Agency > Service Locations > Sites/Residentials > General Information".
Steps
  1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
  2. Click the "Claim Receiver" button.
  3. Search and select desired receiver.
  4. Validate the "Is Active" checkbox is checked.
  5. Set the "Claim Output Format" LUT button to desired claim output.
  6. Set the "Output File Name (Prefix)" input box to "ub04.txt".
  7. Set the "Alternative Claim Output Format" input box to "UB-04 without formatting".
  8. Click "Save".
  9. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  10. Click "New Run".
  11. Select "Immediate Run" from the drop down list.
  12. Fill out required fields.
  13. Check the "Receiver" checkbox that contains "UB-04".
  14. Click "Save".
  15. Wait until the next billing run is complete.
  16. Click the "Receivers" button.
  17. Select receiver used from the "Receivers" drop down list.
  18. Click "Apply Filters".
  19. Click "Actions".
  20. Select the "UB-04 without formatting" output from the drop down list.
  21. Click the "Generate Paper Output" button.
  22. In the claim output page,
  23. Validate the page layout is equal to "UB-04 without formatting".
  24. Validate the page contains the claim information listed in the recently submitted billing run.
  25. Click "Close".
  26. Close out of the "Claim Output Ready" page.
  27. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
  28. Set the "Alternative Claim Output Format" input box to "UB-04 without formatting - one line per claim".
  29. Click "Save".
  30. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  31. Click "Refresh".
  32. Click "Actions".
  33. Select "UB-04 without formatting - one line per claim" from the drop down list.
  34. Click the "Generate Paper Output" button.
  35. In the claim output page,
  36. Validate multiple claim lines are listed.
  37. Validate the page contains the claim information listed in the recently submitted billing run.
  38. Click "Close".
  39. Close out of the "Claim Output Ready" page.
Topics
• Finance • Finance Setup
ECS-59528 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Supervisor Taskbar Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SupervisorModule
  • All Clients With Security Listing by PeopleID
  • Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval
  • Note to Staff
  • Alerts - View
  • Alert Popup
  • Client > Case Management > Service Management > Service Entry
  • Client Search
  • Activity Simple Form [ADD]
  • Activity Simple Form [Delete]
  • EvolvCS Client [EDIT]
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Client Service Entry
Scenario 1: Supervisor Module - "Approve & Add Note"
Specific Setup:
  • Event is pending approval from supervisor.
  • User has access to Supervisor module.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval" and set the desired filters.
  2. Validate the event displays and contains status of "Pending Approval".
  3. Click on the "Actions" button and select "Approve & Add Note" from the list box.
  4. Set the desired notes.
  5. Click the "Save" button.
  6. Click the Look Up Table button to search for the same client.
  7. Click the "Apply Filters" link.
  8. Validate message displays "You have unsaved actions, all pending action swill be lost Continue?" and click the "OK" button.
  9. Validate the client previously searched displays with the same event containing a status of "Pending Approval".
  10. Click the "Actions" link and select "Approve & Add Note".
  11. Enter desired note and click the "Save" button.
  12. Validate the "Cancel Approval" button is displays.
  13. Validate the "Pending Action" cell contains "Approve".
  14. Click the "Save" button.
  15. Set desired filters and validate the approved event does not display.
Scenario 2: Supervisor - Supervises Self
Specific Setup:
  • Submitted events requiring approval.
  • Staff has access to Supervisor module.
  • Setup > System > EvolvCS System Setup > System Settings/Preferences.
  • "Supervisor Approval - Show All Subordinates" is checked off.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Click the "View Filters" link and set the desired filters.
  3. Click "Apply Filters".
  4. On desired service event, click on the "Actions" link.
  5. Select "Approve & Add Note".
  6. Set the desired "Notes" area and click the "Save" button.
  7. Validate the "Pending Action" column contains "Approve".
  8. Click the "Save" button.
Scenario 3: Supervisor - Supervises Subordinates
Specific Setup:
  • The "Supervisor Approval - Show All Subordinates" is checked off within "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  • Two staff records.
  • Staff 1
  • Has staff 2 indicated as their supervisor within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  • Has access to client.
  • Staff 2
  • Is set as the supervisor of staff 1 within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  • Has access Supervisor module.
Steps

Staff 1

  1. Navigate to "Client > Case Management > Service Management > Service Entry" and set the desired client.
  2. On event that is "Pending Submission", click on the "Actions" button.
  3. Select "Submit Service".
  4. Click "OK" on the " Are you sure you wish to proceed with submitting this event(s)?" alert text.
  5. Validate the status is "Signed/Submitted".

Staff 2

  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval" and set the desired filters.
  2. Validate the status contains "Pending Approval".
  3. Click the "Actions" link and select "Approve & Add Note".
  4. Enter desired note and click the "Save" button.
  5. Navigate to "Client > Case Management > Service Management > Service Entry" and set the desired client.
  6. Validate the "Status" for the event is "Approved".
Topics
• Client • Supervisor
ECS-59556 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Recreate To New Payer Action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim/Invoice Batch [VIEW]
  • AR Management
  • Claim 2.0 [EDIT]
  • FinanceClaims
  • Claim Output Ready
  • 837 File
  • Cash Receipts for Remittance
  • Claims Submission For Remittance NX [EDIT]
  • Claim Service Lines NX Subform
  • Authorization - Finance [EDIT]
  • Client Search
  • All Clients With Security Listing by PeopleID
Scenario 1: Validate Recreate To New Payer Action
Specific Setup:
  • Requires a client with a billed service.
  • Client must have a new "Primary Benefit Assignment" the service can be rebilled to.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Add a "Denial" status.
  5. Click "Add Action"
  6. Under "Action" select "Recreate To New Payer".
  7. Validate "Submit To" field only the new "Primary" payer is listed.
  8. Save.
  9. Wait for billing to run.
  10. Open the "Action Based Billing Run".
  11. Create Output.
  12. Validate the contains only "Primary Payer" information.
Topics
• Finance • Finance Setup • Widgets
ECS-59570 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
Workflow Scheduler Setup, Rule Type Referral
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Event Groups for Formset Members-User
  • Event Definition User - People [EDIT]
  • WorkFlow Header/Grouping
  • Workflow Qualifiers
  • Program Listing - All
  • Workflow Triggers [ADD]
  • Scheduler Worker Assignment Types
  • Program listing by Agency
  • Agency Setup > Event Setup > People > Events Setup
  • Rule Designer [EDIT]
  • Event Group Sub form Subform
  • Workflow Programs Responsible B2 Subform
  • Event Definitions - People Based Form Set
  • Event Categories/People - User Modifiable
  • Workflow Tasks [ADD]
  • Tasks to be Scheduled
  • Staff - All (by Staff ID)
  • Schedules [ADD]
  • Workflow Rules Manager
  • Rule Designer [ADD]
  • Qualifiers Subform
  • Date Intervals
  • Triggering Events
  • Trigger Dates
Scenario 1: Validate Creating Workflow Rule For Referral
Steps
  1. Navigate to "Agency Setup > Event Setup > People > Events Setup".
  2. Select desired "Event Category".
  3. Select desired event.
  4. Under "Event Groups" select an event group that is set up for referrals, i.e. "Agency Referral Test/Assessments".
  5. Save.
  6. Navigate to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
  7. Select a Rule Type "Referral".
  8. Click "Create New Rule".
  9. Fill in required fields such as "Header/Grouping and Description".
  10. Select desired "Qualifier".
  11. "Click "Create New Trigger".
  12. Click "Triggering Event" and validate the event from step 3 is listed.
  13. Set desired "Trigger Date" and click "Update".
  14. Click "New Task".
  15. Select desired "Task Event".
  16. Set desired "Staff Responsible for Task and Program Responsible".
  17. Click "Update".
  18. Click "New Sched" button.
  19. Set desired schedule for the workflow.
  20. Click "Update".
  21. Click "Save".
  22. Validate the desired workflow is listed.
Topics
• Workflows
ECS-59580 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Resolution of Failed CareFabric API Calls Past 11.0.050 Release
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Import File processing Form Set
  • Import File Templates
  • Referral Information Form Set
  • Address by ZIP code Subform
Scenario 1: OP WELL - ClientEventPreRegister Message
Specific Setup:
  • Import file contains client demographics with modifications to the "Address Information".
  • User has access to client record.
Steps
  1. Send desired record of which will update the referral.
  2. Navigate to "Referral > Agency Referral > Referral Information > Demographics".
  3. Set the desired client.
  4. Validate the desired fields within the "Address Information" have been updated in the client referral demographics.
Scenario 2: OP Well - ClientEventUpdate Message
Specific Setup:
  • Existing referral record on file for client.
  • Import file contains client demographics with modifications to the "Address Information".
  • User has access to client record.
Steps
  1. Send desired record of which will update the referral.
  2. Navigate to "Referral > Agency Referral > Referral Information > Demographics".
  3. Set the desired client.
  4. Validate the desired fields within the "Address Information" have been updated.
Topics
• Third Party Solution
ECS-59638 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
ABA Sessions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Program System Services by Program [EDIT]
  • Calendar
  • Staff Calendar
  • Session
  • Save Session
  • Client Service Entry
  • Client Related Task - New [ADD]
  • Agency Program System Services by Program Subform
  • Agency Program Services [EDIT]
  • Client Search
Scenario 1: ABA Sessions - Validate "Signed/Submitted" Status
Specific Setup:
  • ABA enabled myEvolv environment.
  • Access to ABA Behavior Tracking Application on an iPad.
  • Desired event has the below fields checked off.
  • "Can Submit?"
  • "Electronically Signed?"
  • "Auto-Submit/Sign?"
Steps
  1. myEvolv
  2. Navigate to Client > Case Management > Service Management > Service Entry and select desired client.
  3. Schedule an "ABA 1: 1 Session".
  4. Validate the event contains a "Status" of "Scheduled".
  5. CarePOV Behavior Tracking: ABA
  6. Open the desired appointment and start the session.
  7. Enter desired information and save the session.
  8. myEvolv
  9. Navigate to "Client > Case Management > Service Management > Service Entry" for the same client.
  10. Validate the previously scheduled event "Status" has been updated to reflect "Signed/Submitted".
Scenario 2: ABA Session "Draft" Status
Specific Setup:
  • Desired event does not contain the "Auto-Submit/Sign?" checked.
  • ABA enabled myEvolv environment.
  • Access to ABA Behavior Tracking Application on an iPad.
Steps
  1. myEvolv
  2. Navigate to Client > Case Management > Service Management > Service Entry and select desired client.
  3. Schedule an "ABA 1: 1 Session".
  4. Validate the event contains a "Status" of "Scheduled".
  5. CarePOV Behavior Tracking: ABA
  6. Open the desired appointment and start the session.
  7. Modify the end time to an hour prior to the start time and save.
  8. myEvolv
  9. Navigate to "Client > Case Management > Service Management > Service Entry" for the same client.
  10. Validate the previously scheduled event "Status" has been updated to reflect "Draft".
Scenario 3: ABA Session Event - SDK Event
Steps

Internal testing only.
Topics
• ABA • Third Party Solution
ECS-59645 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
SCO Millin Encounter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • FinanceClaims
  • Claim Output Ready
  • Chrome
Scenario 1: Validate "SCO Millin Encounter" Claim Output for a Batch That Contains Two Different Claims Tied to the Same Service
Specific Setup:
  • Contract setup for Millin Encounter.
  • Contract should have 2 rates that can apply to the same service.
  • Client with a benefit assignment with Plan for Millin.
  • Client has a service that can be billed.
  • Batch containing 2 claims for the same service.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Filter for Batch from setup.
  3. Click "Actions > SCO Milin Encounter".
  4. Click "Download Electronic File".
  5. Validate csv file downloads.
Topics
• Finance • Finance Setup
ECS-59653 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
My Client Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • ProgramReferralSearch
  • Worker Assignments Form Set
  • Workgroup Assignment - Referrals Made [VIEW]
Scenario 1: "My Client" Widget - Validate Staff Cannot View Clients With Referrals-Only Access
Specific Setup:
  • Client that has a Referral record.
  • Staff 1:
  • assigned as "Staff Responsible for Referral" for the Client.
  • is not assigned directly assigned to the Client.
  • is not enrolled in a Workgroup assigned to the client (manually or automatically).
  • is not enrolled in a Workgroup that is automatically assigned to both the referral and client (usually via program).
  • has access to myClient Widget.
  • Staff 2 has direct access to Client and myClient Widget.
Steps
  1. Login as Staff 1 that has access to Client.
  2. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  3. Search for Client from setup.
  4. Validate Client link displays.
  5. Logout and login as Staff 2(that only has Referral access to client).
  6. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  7. Search for Client from setup.
  8. Validate Client does not display.
Topics
• Client • Program Referrals • Taskbar • Widgets
ECS-59731 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
Treatment Plan Performance Updates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Look-up Tables Definitions (User) Form Set
  • Look-up Table Listing (Defran Supplied&View Only)
  • Look Up Tables Where Used [VIEW]
  • Client Search
  • ServicePlanList
  • ABA Completed Information [ADD]
  • ServicePlanForm
  • ABA - Area of Treatment [ADD]
  • Problem Category Lookup - Not Safety Plan
  • ABA Goal [ADD]
  • Problems Identified (People/Category) - no Domain
  • Treatment Plan Library (by Category)
  • ABA: Program Implementation Template (PIT) [ADD]
  • Service Plan Intervention Teaching Procedure
  • ABA - Area of Treatment [EDIT]
  • ABA Goal [EDIT]
Scenario 1: Treatment Plan Details Performance
Specific Setup:

Access to "Setup > User Tools > Table Definitions > Where Applied".

Steps
  1. Navigate to "Access to "Setup > User Tools > Table Definitions > Where Applied".
  2. Verify "Treatment Plan Details" does not appear under "Applied Form Lines" for these Look Up Tables:
  3. Problems Identified (Group Profile/Category)
  4. Problems Identified (People/Category)
  5. Problems Identified (People)
  6. Verify "Treatment Plan Details" does appear under "Applied Form Lines" for these Look Up Tables:
  7. Problems Identified (Group Prof/Cat) - no Domain
  8. Problems Identified (People/Category) - no Domain
  9. Problems Identified (People) - no Domain
  10. Navigate to "Client > Case Management > Plan Development > Planning".
  11. Add new treatment plan.
  12. Navigate to Problem area that uses Look Up Tables from step 3.
  13. Validate look-up table loads data.
Topics
• Client • Setup • Treatment Plans
ECS-59776 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Agency Re-Admission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Critical Information
  • Agency Discharge [EDIT]
  • Event Definitions (Plain)
  • Closing Reasons - Service Track Table
  • Outcome/Results - Service Track Table
  • Referral Search
  • Person Information [ADD]
  • Wizard
  • WizardMPISearch
  • New Referral to the Agency [ADD]
  • Referral Source - Referral In
  • Referral Reason Table
  • Referral to Programs from Outside - People Edit Subform
  • Program Listing by Agency and Service Event
  • Referral to Agency [EDIT]
  • Referral Made Status Subform
  • Open/Closed Status - Referrals Made
  • Referral to Program from Outside Source [Edit]
  • Agency Re-Admission [EDIT]
  • Placement Events by Agency/Program - People
  • Provider Sites by Accepting Placements Program
  • Unit Table
  • Schedules
  • Agency Program Placement Service by Prog Subform
Scenario 1: My Pending Referrals Widget - Attendance Enrollments
Specific Setup:
  • Client is discharged from the agency.
  • User has access to client.
  • User has access to My Pending Referrals Widget.
Steps
  1. Enter a new Referral for the previously discharged client into an Attendance based program.
  2. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  3. Utilizing the "My Pending Referrals" widget, click on the icon for desired referral for the re-admission for the previously discharged client.
  4. Validate the "Placement Type" does not default and click the search.
  5. Validate "Attendance Enrollment" is available within the search and select.
  6. Enter desired "Re-Admit To Facility" and "Unit".
  7. Validate "Schedule of Sessions" is enabled and enter desired data.
  8. Enter any other desired/required information on the form and click the "Save" button.
Topics
• Program Referrals • Widgets
ECS-59837 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
KY State Reporting - 837 File
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
  • Client Search
  • Benefit Assignment [EDIT]
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Claim Output Ready
  • Notepad++
Scenario 1: Wellspring KY Receiver
Specific Setup:
  • Within " Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12" select the desired receiver, check off the "Segment Terminator with CRLF" field.
  • Billing batch on record containing claims for desired receiver.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click the "New Run" button.
  3. Select "Immediate Run" from the list box.
  4. Set the desired "Submitter", "Run Description" "From Date", "Through Date", and any other fields.
  5. Set the "Run for Receivers", to the desired receiver that contains the "Segment Terminator with CRLF" field set.
  6. Click the "Save" button.
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
  8. Click the "Start Billing Now" button.
  9. Click "OK" on the "Billing job started" message.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click the "Actions" button on the completed billing batch.
  12. Select "ASC X12N 837 Professional Claims Ver. 5 Release 1".
  13. Click the "Download Electronic File" link and open the file.
  14. Validate the file does not contain any "Carriage Return + Line Feed".
  15. Click "X" to close the claim output ready window.
Topics
• Finance • Finance Setup
ECS-59912 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
Improved Performance of Action Based Billing Runs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • Billing Batches Management
  • Billing Request Action Based Run [ADD]
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim 2.0 [EDIT]
  • Action Based Run - Claim Action Types
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • ActionsView
  • Claim Action Reasons
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
Scenario 1: Validate Resubmit To Other/Waterfall Using Bulk Calculate Rate
Specific Setup:
  • Scenario works with claims that can remitted and "Waterfalled" to "Secondary Payer".
  • Claims have been "Partially Paid" and contain "Adjustment Amounts".
  • No other action based runs for "Resubmit", "Recreate" or "Adjustment" action can be queued.
  • No other action based runs for "Resubmit to Other/Waterfall" can be queued.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameters to search for desired claims.
  4. Click "Partially Paid" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit to Other/Waterfall".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit to Other/Waterfall".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the correct "Submission # 2".
  23. Validate the claim generated to the correct "Payer and Amounts".
  24. Open one of the claims.
  25. View the "Account Info".
  26. Validate contains desired "Journal Entries" and posted to desired "Month".
Scenario 2: Validate Resubmit With Bulk Calculate Rate Includes Additional Units
Specific Setup:
  • Requires claims that can be remitted.
  • Scenario works with at least 5 claims.
  • Services for each of the billed claims have been edited so that they rebill with more units.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
  23. Validate the claim generated with the expected number of units.
Scenario 3: Validate Bulk Resubmit Action With Calculate Rate With 100 Claims
Specific Setup:

Requires at least 100 denied claims that can be resubmitted.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
Topics
• Finance
ECS-59943 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
Calculate Rate-Billing Runs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • Billing Batches Management
  • Billing Request Action Based Run [ADD]
  • Action Based Run - Claim Action Types
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim 2.0 [EDIT]
  • Claim Output Ready
  • ActionsView
  • Claim Action Reasons
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
Scenario 1: Validate Resubmit With Bulk Calculate Rate Includes Additional Units
Specific Setup:
  • Requires claims that can be remitted.
  • Scenario works with at least 5 claims.
  • Services for each of the billed claims have been edited so that they rebill with more units.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
  23. Validate the claim generated with the expected number of units.
Scenario 2: Validate Bulk Resubmit Action With Calculate Rate With 100 Claims
Specific Setup:

Requires at least 100 denied claims that can be resubmitted.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
Topics
• Finance
ECS-60034 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Appointments Times on Front Desk Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • FrontDeskCalendar
Scenario 1: Front Desk - Resize Calendar Window
Specific Setup:
  • Time slots available on the calendar.
  • User has access to Front Desk NX.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the desired "Location" and "Date".
  3. Click on the "View Calendar".
  4. Set any desired filters.
  5. Validate time slot beginning and end times.
  6. Maximize the window.
  7. Validate time slot beginning and end times.
  8. Minimize the window.
  9. Validate time slot beginning and end times.
  10. Close the window.
Topics
• Front Desk
ECS-60043 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
Cost Center and Program Unit Hierarchy On Claims Linked To Foster Home
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Group Programs Subform
  • Cost Center Definitions
  • FinanceInvoices
  • Invoice [EDIT]
  • Foster Home [EDIT]
  • Program Unit for Facilities
Scenario 1: Validate Cost Center And Program Unit On Facility Placement Claims Linked To Foster Care Facility
Specific Setup:
  • Requires a facility placement claim linked to a "Foster Home".
  • "Foster Home" should be linked to "Office Responsible" that is "Managing Office".
Steps
  1. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  2. Select "Facility (Managing Office)" for the "Foster Home" associated with claim.
  3. Scroll to "Programs/Services Operated".
  4. Set the "Override Cost Center and Program Unit" on the program row associated with the claim.
  5. Save.
  6. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  7. Click "New Run" and select "Immediate Run".
  8. Fill in required fields to generate desired claim.
  9. Save.
  10. Wait for billing to run.
  11. Click on the claim link to open the claim.
  12. Validate "Cost Center Code and Program Unit" on "Accounting Info" contains the "Cost Center Override and Program Unit" from the "Facility Program Link".
  13. Close claim.
  14. Navigate to "Resource Families > Foster/Adoptive Home > Information > General Information".
  15. Select "Foster Home" associated with claim.
  16. Scroll to Programs Operated".
  17. Set the "Cost Center Override and Program Unit" on the Program row associated with the claim.
  18. Save.
  19. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  20. Reprocess the batch.
  21. Click on the claim link to open the claim.
  22. Validate "Cost Center Code and Program Unit" on "Accounting Info" contains the "Cost Center Override and Program" from the "Foster Home".
  23. Close claim.
  24. Click on "Client" name link the "Billing Batch Claims Review" window.
  25. Click on "Enrollment Information".
  26. Click "Actions" on the program associated with the claim.
  27. Select "Correct/Close Program Enrollment".
  28. Set "Cost Center and Program Unit Override".
  29. Save and Close.
  30. Reprocess batch.
  31. Click on the claim link to open the claim.
  32. Validate "Cost Center Code and Program Unit" on "Accounting Info" contains "Cost Center and Program Unit" set on "Program Enrollment".
  33. Close the claim.
Topics
• Finance
ECS-60109 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Rate Renewal
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • ContractsRatesSetup
  • Billing Rate - Service Based NX [EDIT]
  • Billing Rate Details - Services NX Subform
  • Billing Batches Management
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Claim Submission Subform 2.0 Subform
Scenario 1: Rate "Renew" Action "Effective Date"
Specific Setup:
  • Active rate history on record.
  • User has access to Finance Setup.
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  2. Choose desired payer.
  3. Expand the "Active Rate History."
  4. Click on the "Actions" button and choose the "Renew" option.
  5. Set the "New Rate Name".
  6. Set the "Effective Date" to the same "Effective Date" as another item within the "Active Rate History".
  7. Click the "Continue" button.
  8. Make any desired modifications to the new rate and click "Save".
  9. Validate the "Effective Date" on the renewed rate.
Topics
• Finance Setup
ECS-60126 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Period Break Rules for Consolidated Services and Calculate Rate
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
  • All Clients With Security Listing by PeopleID
  • Claim Submission 2.0 [EDIT]
  • Claims Maintenance NX Form Set
  • Claim Service Lines NX Subform
  • Billing Batches Management
  • Billing Request Action Based Run [ADD]
  • Action Based Run - Claim Action Types
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
Scenario 1: Validate Calculate Rate Honors Break By Staff
Specific Setup:
  • Scenario works a client that has billed 2 services that were provided by different staff (staff A and B) on same day.
  • Client also has a third service that was provided by staff A on same day, but not yet billed.
  • Rate is set up to consolidate by day.
  • Rate is set up to "Break by Staff".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set search parameters to search for desired claim.
  4. On the first claim provided by Staff A select "Add Action" and select "Resubmit".
  5. Select "Calculate Rate".
  6. Validate the "Submission" contains desired event and it includes the second service not yet billed.
  7. On the second claim provided by Staff B select "Add Action" and select "Resubmit".
  8. Select "Calculate Rate".
  9. Validate the "Submission" contains desired event and it does not include the second service not yet billed.
Scenario 2: Validate Calculate Rate Honors Break By Place Of Service
Specific Setup:
  • Scenario works a client that has billed 2 services that were provided two different place of services.
  • Client also has a third service that was provided in a place of service as one of the claims already billed.
  • Rate is set up to consolidate by day.
  • Rate is set up to "Break by Place of Service".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set search parameters to search for desired claim.
  4. On the first claim provided in "Place of Service A" select "Add Action" and select "Resubmit".
  5. Select "Calculate Rate".
  6. Validate the "Submission" contains desired event and it includes the second service not yet billed.
  7. On the second claim provided in "Place of Service B" select "Add Action" and select "Resubmit".
  8. Select "Calculate Rate".
  9. Validate the "Submission" contains desired event and it does not include the second service not yet billed.
Topics
• Finance
ECS-60170 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Held Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Held Claims 2.0 Form Set
  • Claim Submissions Held
  • AR Management
  • Claim Submission for Held Claims 2.0 [EDIT]
  • Billing Batches Management
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Action Based Billing Runs – Resolved Held Claims
Specific Setup:
  • Claim(s) are within a "Held" status.
  • Claim on record for with bulk action.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set search parameters to search for desired claims.
  3. Click "Add Action" and select "Resubmit".
  4. Select "Calculate Rate".
  5. Set the desired "Transaction Month" and click the "Save" button.
  6. Navigate to "Finance > Claim Maintenance > Held Claims > Claim Submission Information".
  7. Search and select the desired held claim.
  8. Check off the "Released by User" and the "Released To Be Sent to Payer" checkboxes.
  9. Click the "Save" button.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click the "Refresh" button.
  12. Validate the bulk action billing run does not contain the held claim previously released.
  13. Click the "New" button and select "Immediate Run".
  14. Set the parameters containing information for the previously held claim.
  15. Once the billing run completes, validate it contains the previously held claim.
Topics
• Finance
ECS-60232 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Alerts from Non-Event Based Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Personal Information [EDIT]
  • Alerts - Send [ADD]
  • Alerts - Recipients B2 Subform
  • Staff (All)
  • Alerts
  • Client Personal Information [VIEW]
  • Claims Maintenance NX Form Set
  • Claim 2.0 [EDIT]
  • Claim 2.0 [VIEW]
  • Billing Batch Claims Review
  • Billing Plan Output [EDIT]
  • Client Finance Related Information Form Set
  • Alerts - View [VIEW]
  • AlertListing
Scenario 1: Validate Alerts Page
Specific Setup:

User has access to Alerts.

Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics"
  2. Search and select desired client.
  3. Click the "Send Alert" button.
  4. Fill out required fields.
  5. Click the "Send" button.
  6. Navigate to "Taskbar > Alerts > Alerts > Alerts".
  7. Click the "Message" link.
  8. Validate the page contains selected client's personal information.
  9. Click "Close".
  10. Click the "Delete" button.
  11. Click "OK" in the message window.
  12. Close out the "Alerts" page.
  13. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  14. Click the "Select a Claim" button.
  15. Search and select desired claim.
  16. Click the "Send Alert" button.
  17. Fill out required fields.
  18. Click the "Send" button.
  19. Click the "View Alerts" button.
  20. Click the "Message" link.
  21. Validate the page contains claim information.
  22. Click the "Original Billing Batch" link.
  23. Validate the page contains the original billing batch information.
  24. Click "Close".
  25. Click "Plan" link.
  26. Validate the page contains billing plan information.
  27. Click the "Plan/Contract Rates" tab.
  28. Validate the page contains plan/contract rates information.
  29. Click "Close".
  30. Click the "Client" link.
  31. Validate the page contains finance related client information.
  32. Click "Close".
  33. Close out of the "Claim" page.
  34. Click the "Delete" button in the "Alert" page.
  35. Click "OK" in the message window.
  36. Close out the "Alerts" listbox.
Topics
• Alerts
ECS-60267 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Calculate Rate Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • ActionsView
Scenario 1: Validate Calculate Rate Performance
Specific Setup:

Scenario works with at least 5 claims that can be waterfalled to secondary payer.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired check.
  3. Set search parameters to search for desired claims.
  4. Click "Add Action" and select "Resubmit to Other/Waterfall".
  5. Select "Calculate Rate".
  6. Validate the claim submission is returned.
  7. Repeat for the remaining the claims.
  8. Save.
  9. Validate the "Resubmit" saved and each claim has a new submission to the secondary payer.
Scenario 2: Validate Calculate Rate Performance
Specific Setup:

Scenario works with at least 5 claims that can be waterfalled to secondary payer.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired check.
  3. Set search parameters to search for desired claims.
  4. Click "Add Action" and select "Resubmit to Other/Waterfall".
  5. Select "Calculate Rate".
  6. Validate the claim submission is returned.
  7. Repeat for the remaining the claims.
  8. Save.
  9. Validate the "Resubmit" saved and each claim has a new submission to the secondary payer.
Topics
• Finance
ECS-60320 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Password Reset
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: Password Reset - Staff
Specific Setup:

The "Work Email" field is set on "Agency > Staff & Security > Staff Information > Staff Profiles with Security" for the desired staff.

Steps
  1. Set the desired "Username" field.
  2. Ensure the "Use Active Directory?" checkbox is unchecked.
  3. Click the "Next" button.
  4. Click the "Forgot Password?" link and set the desired "Email Address".
  5. Click the "Reset Password" button.
  6. Validate message stating "If an account is associated with the desired email you will get a password reset link to your inbox".
  7. Open email and click on the "here" link.
  8. Set the "New Password" and "Confirm Password" fields.
  9. Click the "Change Password" button.
  10. Validate user can login with with the new password.
Topics
• Agency • Staff
ECS-60403 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Resource Family Portal
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Resource Family Portal
  • General requirements (Single Day) [ADD]
  • Alerts - Send To Resource Family Portal Staff [ADD]
  • Alerts - Recipients RFP Staff Subform
  • Staff (RFP)
  • General requirements (Single Day) [VIEW]
Scenario 1: Resource Family Portal - Parent Portal
Specific Setup:
  • Applicant that is a member of the Resource Family, should have portal access through "Resource Families > Applicants > Information > Member Information".
  • User has access to Family Parent portal.
  • Event that can be submitted.
Steps
  1. Login into the Family portal.
  2. Click on the client name.
  3. Click the "Add New" button and select "Add Event".
  4. Select desired event and set the desired/required fields including the "Completed Date".
  5. Click the "Save" button.
  6. Validate the newly created event displays within the "Completed Events".
  7. Click "X" to close.
Topics
• Resource Family Portal
ECS-60433 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Improved Performance of Remittance Imports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Report: Claim Remittance Report
Scenario 1: Importing Payment - Multiple Service(s) Claim Level
Specific Setup:
  • Requires multi service line claims that are ready to be remitted.
  • Requires an 835 Remittance File.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click on "Upload File".
  3. Select "Upload 835".
  4. Click "Choose File".
  5. Select desired 835 file.
  6. Set "Deposit Date".
  7. Click "Upload" button.
  8. Wait for file to upload.
  9. Validate "Upload Message".
  10. Close the "Import" window.
  11. Click "Actions" button.
  12. Select "Remittance Report".
  13. Validate the report displays desired claims with desired statuses.
Scenario 2: Importing Payment - Service Level
Specific Setup:
  • Requires claim(s) that contain single service that are ready to be remitted.
  • Requires an "835 Remittance File".
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click on "Upload File".
  3. Select "Upload 835".
  4. Click "Choose File".
  5. Select desired 835 file.
  6. Set "Deposit Date".
  7. Click "Upload" button.
  8. Wait for file to upload.
  9. Validate "Upload Message".
  10. Close the "Import" window.
  11. Click "Actions" button.
  12. Select "Remittance Report".
  13. Validate the report displays desired claims with desired statuses.
Topics
• Finance
ECS-60572 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Billing Execution Interval
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EvolvCS Client [EDIT]
Scenario 1: "Billing Execution Interval" Value
Specific Setup:

User has access to Setup module.

Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Select "Billing Preferences" from the form line listing.
  3. Set the "Billing Execution Interval" input box to 60.
  4. Click the "Save" button.
  5. Set the "Billing Execution Interval" input box to 61.
  6. Navigate off the field, and validate "Invalid entry. The value must be between 1 and 60." displays.
  7. Click the "OK" button.
  8. Set the "Billing Execution Interval" input box to desired minutes.
  9. Click the "Save" button.
Topics
• Setup
ECS-60629 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Billing Processing Improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • ActionsView
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit Facilities by Staff Loc Subform
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • Claim 2.0 [EDIT]
  • EvolvCS Client [EDIT]
Scenario 1: Validate Calculate Rate Performance
Specific Setup:

Scenario works with at least 5 claims that can be waterfalled to secondary payer.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired check.
  3. Set search parameters to search for desired claims.
  4. Click "Add Action" and select "Resubmit to Other/Waterfall".
  5. Select "Calculate Rate".
  6. Validate the claim submission is returned.
  7. Repeat for the remaining the claims.
  8. Save.
  9. Validate the "Resubmit" saved and each claim has a new submission to the secondary payer.
Scenario 2: Validate Billing Authorization Claims With Large Service Bundle
Specific Setup:
  • Requires services that can be billed.
  • Scenario works with services that require "Authorization".
  • Client's billing authorization service details is linked to a "Service Bundle" that contains a large amount of rate/services.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and select "Immediate Run".
  3. Fill in required fields to generate desired claims.
  4. Save.
  5. Wait for billing to run.
  6. Validate the billing batch generated with the desired claims.
Scenario 3: Validate Flag Create Mirror Services And Create Mirror Claims And Invoices
Steps
  1. Navigate to " Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Check the flag "Create Mirror Services".
  3. Validate "Create Mirror Claims and Invoices" is unchecked.
  4. Save.
  5. Wait for overnight billing job to run.
  6. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  7. Click on "View Last Run" link.
  8. Validate Step 4 and 5 are visible for "Run Services Mirror".
  9. Validate Step 6 "Run Services Billed Mirror" is not listed.
  10. Navigate to " Setup > System > EvolvCS System Setup > System Settings/Preferences".
  11. Check the flag "Create Mirror Services".
  12. Check the flag "Create Mirror Claims and Invoices".
  13. Save.
  14. Wait for overnight billing job to run.
  15. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  16. Click on "View Last Run" link.
  17. Validate Step 4 and 5 are visible for "Run Services Mirror".
  18. Validate Step 6 "Run Services Billed Mirror" is listed.
Topics
• Finance
ECS-60755 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
CareFabric Receiver Revision Version
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > System Maintenance > CareFabric > SDK Health Check
Scenario 1: CareFabric Receiver Revision Version
Steps

Internal Testing Only
Topics
• Taskbar
ECS-60784 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Fast Track by Client
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Fast Track By Client NX [ADD]
  • All Clients With Security Listing by PeopleID
  • Location Table (Service)
  • Fast Track Service Entry Events XB Subform
  • Program by Person and Agency (Active)
  • Client Search
  • Client Service Entry
  • Simple Service Entry with Rating 2 [EDIT]
  • Simple Service Entry with Rating 2 [DELETE]
  • Activity Event [DELETE]
Scenario 1: Fast Track By Client - Validate Saving The Form Functionality
Specific Setup:
  • Client enrolled in Program with services set up for Fast Track.
  • At least two events exist. "Event1" will have progress notes. "Event2" will not have progress notes.
Steps
  1. Navigate to "Taskbar > Fast Track > Fast Track > Fast Track by Client".
  2. Enter filters and click "Get Services".
  3. Check the two events in the precondition. In this example "Event1" and "Event2".
  4. Fill in the duration on the two events.
  5. Fill in the progress note information on the "Event1".
  6. For "Event2" do not enter a progress note.
  7. Validate when the check boxes are selected the "Service Header" fields are disabled.
  8. Click on the "Save" button.
  9. Validate the form refreshes.
  10. Validate the "Service Header" retains the values entered.
  11. Validate the "Services" are no longer check marked.
  12. Navigate to "Client > Case Management > Service Management > Service Entry".
  13. Select the client.
  14. Validate the services from the "Fast Track by Client" display and are accurate.
Topics
• Fast Track