myEvolv NX 11.0.0050 Acceptance Tests

ECS-45020 Summary | Details

Service Details PEM Tool

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

Client Search
Critical Information
Date Range (Required) With Parms [ADD]
EvolvUtils
Program Enrollment Modifier [ADD]
Program Enrollment Modifier [EDIT]
Program Enrollment Modifier Look Up Table
Report: Service Details
ServiceDetailsPEM

Scenario 1: PEM Utility Tool - Validate Functionality

Specific Setup:

Requires a client that has had a program modifier changed after services have claims.
Three test clients with the following conditions for the services that had claims generated.
Client 1 will have no modifier
Client 2 will have a "modifier 1" before the claims are run. This modifier will expire prior to the end date of the claims. Then have a new "modifier 2" will start the next day, still being inside the date range of the claim run.
Client 3 will have a modifier prior to the claim run, then after the claims have that modifier expire with in the date ranges of the claims run.
The Three test clients will then have the following modifications done to their modifiers. This will occur within the date range of the claim run.
Client 1 will have a modifier added inside the date range of the claims run.
Client 2 will have the modifier expired, then have a new modifier added.
Client 3 will have the modifier expired, no new modifier added.

Steps

Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
Click "Run" on the "Services Details PEM Tool".
Click "Get Clients" button.
Validate the form is blank.
Click the "Update Records" menu
Validate a message displays indicating "please select a client".
Click the "Select Client" menu.
Validate the clients modified display in the listing.
Select the first client.
Validate the form fills in.
Validate the "Service Date" values are between the start date and end dates of the modifier.
Validate the name is accurate to the client selected.
Validate the "Old Modifier" is equal to the modifier that was originally used at that time.
Validate the "New Modifier" is equal to modifier that is active for those dates.
Click the "Update" button.
Validate a message indicating "Service details updated" displays.
Click the "OK" button.
Click the "Select Client" menu.
Validate the client no longer displays in the listing.
Navigate to the "Client > Client Information > Personal Information > Claim Listing"
Select the client.
Validate the claims line item dates, prior to the new modifier date indicate the modifier is the older modifier.
Validate the claims line item dates, after the new modifier date display the new modifier.

Topics

• Finance • Utilities

ECS-45492 Summary | Details

Calculate Rate And Benefit Assignment Change

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

AR Management
Benefit Assignment [ADD]
Benefit Assignment [EDIT]
Cash Receipts for Remittance
Payers of Agency
Plans/Contracts by Staff
Priorities - Finance

Scenario 1: Validate Calculate Rate Returns Results After Benefit Assignment Change

Steps

Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
Select desired client.
Click "Add New" to add a new "Benefit Assignment".
Fill in required fields.
Set "Priority" to "Primary" and "Billing Sequence" to "1".
Save.
Edit the previous "Benefit Assignment"
Set the "Priority" to "Secondary" and "Billing Sequence" to "2".
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance"
Set parameters to search for desired claim.
Click "Search" button.
Add "Denial" status.
Click "Add Action".
Select "Recreate".
Select desired "Payor" (new primary payor).
Select "Calculate Rate".
Validate it returns desired results.
Save.

Topics

• Finance

ECS-47312 Summary | Details

Run Mirror Billing Now in NX

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
EvolvUtils
System Maintenance Form Set
Client Search
Critical Information
Date Range (Required) With Parms [ADD]
Program Enrollment Modifier [ADD]
Program Enrollment Modifier [EDIT]
Program Enrollment Modifier Look Up Table
Report: Service Details
ServiceDetailsPEM

Scenario 1: Mirroring - Validate The WorkFlow

Specific Setup:

The staff being used is set up in the workgroup notifications for Finance.

Steps

Navigate to "Finance > Utilities > Finance Utilities > Finance Utilities".
Validate the utility "Run Mirror Billing Now" displays.
Click the "Run" button.
Validate a message displays: "This procedure may take a long time to run. While it is running, regular billing runs will be delayed until this completes. Do you wish to continue?".
Click "Cancel".
Validate the window no longer displays.
Click the "Run" button.
Validate a message displays: "This procedure may take a long time to run. While it is running, regular billing runs will be delayed until this completes. Do you wish to continue?".
Click the "OK" button.
Validate a second dialog displays indicating ""Mirror Billing job submitted".
Click "OK".
Run the above process again. The job will still be running.
Validate a message displays " This procedure may take a long time to run. While it is running, regular billing runs will be delayed until this completes. Do you wish to continue?".
Click "OK"
Validate a second message displays "There was an error executing the utility: Cannot start job - previous billing run has not finished.".
Navigate to "Taskbar > System Maintenance > Application Maintenance > Running and Recent Jobs".
Validate the job displays.
Wait until the job completes.
Validate the line indicates "yes" for completed and displays with a strikethrough.
Validate an alert is generated indicating "Completed! Mirror Billing; Create NX Billing Mirror".

Scenario 2: Mirroring -Validate Functionality With Billing

Specific Setup:

Requires a client that has had a program modifier changed after services have claims.
The client will have no modifier when claims were generated.
The client will have a modifier added. This will be withing the date range the claims run.
Staff is part of the workgroup to receive finance notifications.

Steps

Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
Click "Run" on the "Services Details PEM Tool".
Click "Get Clients" button.
Click the "Select Client" menu.
Select the client.
Validate the form fills in.
Validate the "Service Date" values are between the start date and end dates of the modifier.
Validate the name is accurate to the client selected.
Validate the "Old Modifier" is equal to the modifier that was originally used at that time.
Validate the "New Modifier" is equal to modifier that is active for those dates.
Click the "Update" button.
Validate a message indicating "Service details updated" displays.
Click the "OK" button.
Navigate to "Client > Reports > Finance Reports > Service Details".
Run the report for the client for the date ranges needed.
Validate the Mirrored does not match the actual section for the above changes.
Navigate to the "Finance > Utilities > Finance Utilities > Finance Utilities".
Run the "Run Mirror Billing Now" process.
Wait until the process is completed.
Validate the alert displays for the staff set up.
Navigate to "Client > Reports > Finance Reports > Service Details".
Run the report for the client for the date ranges needed.
Validate the Mirrored section matches the Actual section.

Topics

• Finance • Finance Setup • Utilities

ECS-48202 Summary | Details

Data Dictionary Report Parity

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

Chrome Print Preview
Data Dictionary Table Info
Parms No Dates [ADD]
PDF Content
Report Parameters PickList
Report: Data Dictionary

Scenario 1: Validate Data Dictionary Report Columns Do Not Overlap When Adjusting Window Size

Steps

Navigate to "Reports > Setup > Data Dictionary > Setup".
Set Parameter to "Table".
Set Value to "state_reporting_data_collection_add".
Click "Preview".
Confirm to the left is an image of a key.
Resize the window and shrink by dragging the left or right side inward.
Validate that the fields do not overlap during this process.
Maximize the window.
Click "Print".
Change layout to Portrait.
Validate the fields do not overlap.
Close the print window.
Click "Save As PDF" and uncheck the "Print Landscape?" checkbox.
Click "Save as PDF" in the modal window.
Open the saved file and confirm the fields do not overlap.
Close the report.
Repeat for any other "Value".

Topics

• Reports

ECS-48518 Summary | Details

Billing Processing History Screen

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

Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Recurrence Type for Billing Runs
Recurring Billing Job [ADD]
Submitter Information

Scenario 1: Validate Billing Processing History Does Not Display Duplicates

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management"."
Click "New Run" and select "Scheduled Recurring Run".
Fill in required fields.
Under Recurrence Type select "Monthly".
Set "Include Services from N Periods Back" to desired value.
Save.
Wait for scheduled billing to process.
Click on "Billing Processing History".
Click on "Billing Processing Log".
Validate the "Receiver" is not duplicated.

Topics

• Finance

ECS-48668 Summary | Details

Billing Processing

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

Billing Batches Management
Billing Qualifying Medications List [EDIT]
Billing Qualifying Medications Subform
Billing Qualifying Services List [EDIT]
Billing Qualifying Services Subform
Claim 2.0 [EDIT]
Claim Submission Subform 2.0 Subform
Client Search
FinanceClaims
Medication Administered History Report [VIEW]
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Payor Information [EDIT]

Scenario 1: Qualifying Services Dispense and Non Dispense

Specific Setup:

Payer has been configured with Dispensation and Manual Service events as Qualifying Services.
Placement rate requires the Qualifying Services.
Medication associated with Rate has been dispensed for Clinic.
Qualifying Service Events have been performed.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and "Start New Billing Run".
Select "Submitter" associated with "Payer" that has desired qualifying services set.
Set the "From Date", and "Through Date".
Upon completion of billing run, click on the "Claims" link.
Review claim and Validate "Service Information" contains desired "Billed Services" and "Qualifying Services".

Topics

• Finance • Finance Setup

ECS-48763 Summary | Details

HL7 RDE^O11: Create New Medication Events

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

Client Search
Drug Category
Drug Library Form Set
Medication Complete Form [DELETE]
Medication Complete Form [EDIT]
Medication History Time of Day Band Range Link Subform
Agency Setup >Other Setups >Import File Template >Fields Layout
Select Template

Scenario 1: HL7 RDE^011 Medication Event - Validate Importing New Medication Event Via HL7 Displays on Medications Form

Steps

Internal Testing Only.

Scenario 2: HL7 RDE^011 - Validate Import File

Steps

Internal Testing Only.

Topics

• CareConnect • Forms

ECS-50511 Summary | Details

Service Authorizations Reports

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]
Chrome Print Preview
Excel Output
Help Remarks
PDF Viewer
Report Selection Picklist
Report: Service Authorizations
Client > Client Information > Service Authorization > Service Authorizations
Excel
Help Remarks -- Webpage Dialog
PDF
Print Preview
Report Selection PickList -- Webpage Dialog
Report Service Authorizations - Work

Scenario 1: Validate Service Authorization Reports

Specific Setup:

Multiple past and present Service Authorizations for multiple Clients available.

Steps

Navigate to "Reports > Clients > General > Service Authorizations".
Click "Help" button.
Validate Help information displays.
Click Report Selection.
Select the option "Order by: Provider and Client Name".
Check "Print Expired Authorizations" checkbox.
Click the "Preview" button to open the report in a new window.
Confirm all information shown is accurate.
Confirm the Unit Cost column shows blank values on missing data, not "null".
Confirm that in the Exp. column, any Authorization that has a From and To date that have both passed should display a warning symbol (yellow triangle with a black exclamation mark). Future dates and current dates should be blank.
Click the Print button.
Confirm that in Portrait layout the fields do not overlap.
Click the Save As PDF button.
Confirm that in Portrait layout the fields do not overlap.
Navigate back to "Reports > Clients > General > Service Authorizations".
Verify the Excel button creates a .xls file.
Verify the CSV button creates a .csv file.

Scenario 2: Service Authorization Reports

Specific Setup:

Multiple past and present Service Authorizations for multiple Clients available.

Steps

Navigate to "Reports > Clients > General > Service Authorizations".
Click "Help" button.
Validate Help information displays.
Click Report Selection.
Select the option "Order by: Provider and Client Name".
Check "Print Expired Authorizations" checkbox.
Click the "Preview" button to open the report in a new window.
Confirm all information shown is accurate.
Confirm the Unit Cost column shows blank values on missing data, not "null".
Confirm that in the Exp. column, any Authorization that has a From and To date that have both passed should display a warning symbol (yellow triangle with a black exclamation mark). Future dates and current dates should be blank.
Click the Preview button.
Confirm that in Portrait layout the fields do not overlap.
Click the Save As PDF button.
Confirm that in Portrait layout the fields do not overlap.
Navigate back to "Reports > Clients > General > Service Authorizations".
Verify the Excel button creates a .xls file.
Verify the CSV button creates a .csv file.

Topics

• Reports

ECS-50790 Summary | Details

Lab Test Type Look Up Table for LOINC

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

GenericBrowse
LOINC-Lookup (All)
Look-up Tables Maintenance - Simple
Tables Maintenance - Simple Form Set

Scenario 1: Simple Table Lab Test Type

Specific Setup:

Staff has access to Setup module.

Steps

Navigate to "Setup > System > Table Maintenance - Simple > Tables".
Click on "Select Table", and chose "LAB TEST TYPE".
Click the "+" to Add Row.
Add desired information within the "Description", "Shortcut Code", "Standard Code" and "Generic Code".
Search within the "LOINC Code" field, and validate the "LOINC- Lookup (All)" displays.
Search and select desired "LOINC #".
Click "Save".

Topics

• Setup

ECS-51212 Summary | Details

Do Not Bill Utility

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

DoNotBillUtility

Scenario 1: Do Not Bill Utility - Include Payable Service

Specific Setup:

Requires a staff that is set up to receive payroll.
Payable service(s) for Staff Non-Client Services.
Requires access to Agency "Setup > Agency > Agency > Do Not Bill Utility".

Steps

Navigate to "Agency Setup > Agency > Agency > Do Not Bill Utility".
Check off the "Include Payable Services" field.
Set desired filters, and click on "Search".
Validate displayed services.

Topics

• Agency Setup • Finance

ECS-51352 Summary | Details

Non-Agency School Look-Up-Table

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

Client Personal Information Form Set
Client Search
Non-Agency Schools Form Set
School enrollment: Non Agency Operated [ADD]
School Management Other Schools [EDIT]
Schools Table: Non-Agency
Schools Table: Non-Agency All
As Of Date w Parms and Selection [ADD]
Report: Non Agency School Enrollments

Scenario 1: Non-Agency School LUT "Is Active" Flag

Specific Setup:

Active and Not Active Non-Agency schools should be setup within "Agency > Service Locations > Non-agency Schools > Schools".
Staff has access to the Agency module.

Steps

Navigate to "Agency > Service Locations > Non-Agency Schools > Schools".
Click "Select a School" button.
Validate the listing contains Schools that have both the "Is Active" field checked and not checked off.

Scenario 2: Non-Agency School Listing Reports

Specific Setup:

There are Non-Agency Schools with the "Is Active" field checked off and not checked off within "Agency > Service Locations > Non-Agency Schools > Schools".
Client has information set within "Client > Client Information > Personal Information > Other Schools Attended".

Steps

Navigate to "Reports > Facilities > General > Non-Agency Schools Listing".
Set the "As of Date"
Set the "Report Selection" to "Order by: Client/Non Agency School".
Set the Parameter to "NON AGENCY SCHOOL", with a Value of a School that is not active.
Click the "Preview" button.
Validate there is no output, and close the report
Set the Parameter to "NON AGENCY SCHOOL", with a Value of a School that is active.
Click the "Preview button.
Validate there is output, and close the report.

Topics

• Agency • Reports

ECS-51514 Summary | Details

Manual Payroll Invoices

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

Cost Center Definitions
GL Accounts Payable Accounts
GL Invoice Debit Accounts
Invoice - Payroll Manual [ADD]
Invoice - Payroll Manual [EDIT]
Invoice Listing - Manual Payroll
Manual Payroll Invoice Form Set
Procedure Codes for Payments
Vendors Table
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Request Payroll Run [ADD]
BillingProcessHistory
FinanceInvoices

Scenario 1: Validate Manual Payroll Invoice Generates GL Transactions Table

Specific Setup:

Available Vendor, Payment Code, Debit Account, Debit Cost Center, AP Credit Account setup in system.

Steps

Navigate to "Finance > Accounts Payable > Manual Payroll Invoice > Manual Payroll Invoice".
Click "Manual Payroll".
Click New.
Fill required fields and Save.
Select Manual Payroll.
Validate GL Transactions table is populated based on "Debit Account" and "AP Credit Account".

Scenario 2: Validate Open Payroll Batch Process Manual Payroll Invoices Within Payroll Date Range

Specific Setup:

Available batch to reprocess.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create a new Payroll batch, note the date range.
Navigate to "Finance > Accounts Payable > Manual Payroll Invoice > Manual Payroll Invoice".
Create a new Manual Payroll.
Fill form, use same date range noted in step 2, and save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess an unrelated billing batch.
Start the billing run.
Confirm that newly created invoice got attached to Payroll Batch from step 2.

Scenario 3: Validate Sent Payroll Batch Invoice Do Not Process Manual Payroll Invoices Within Payroll Date Range

Specific Setup:

Available batch to reprocess.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create a new Payroll Batch, note the date range.
Start the billing run.
Mark the new Payroll Batch as Sent.
Navigate to "Finance > Accounts Payable > Manual Payroll Invoice > Manual Payroll Invoice".
Create a new Manual Payroll.
Fill form, use same date range noted in step 2, and save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess an unrelated billing batch.
Start the billing run.
Confirm that newly created invoice did not attach to Sent Payroll Batch from step 2.

Scenario 4: Validate Open Payroll Batch Do Not Process Manual Payroll Invoices Outside Payroll Date Range

Specific Setup:

Available batch to reprocess.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create a new Payroll batch, note the date range.
Navigate to "Finance > Accounts Payable > Manual Payroll Invoice > Manual Payroll Invoice".
Create a new Manual Payroll.
Fill form, use different date range that dates noted in step 2, and save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess an unrelated billing batch.
Start the billing run.
Confirm that newly created invoice did not attach to Payroll Batch from step 2 or reprocessed batch from step 7.

Topics

• Finance

ECS-51596 Summary | Details

NX Custom Reporting Report Designer

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

Conditional Formatting Configuration
Report Designer

Scenario 1: Validate Custom Reports “Report Columns” and “Group By” Match “Additional Properties” Inputs

Specific Setup:

Custom Report available to modify.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click Report Designer.
Select Desired Custom Report.
Click the Additional Properties button under the "Report Columns" section.
Click the "X" button.
Validate "Report Columns" section remains expanded.
Click the Additional Properties button under the "Report Columns" section.
Set a "Width" input box to "1".
Click save and validate error message displays.
Change "1" to "1px" and save.
Validate Additional Properties saves.
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.
Click the Additional Properties button under the "Group By" section.
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.
Set a "Caption" input box to desired text.
Click save and verify text in "Caption" width matches one in Additional Properties.
Confirm that closing the Additional Properties window using Cancel, Save, or the X keeps the "Group By" section expanded.

Topics

• NX Custom Reporting

ECS-51602 Summary | Details

Capitation Report and Resubmit

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

AR Management
Cash Receipts for Remittance
Client Search
Client Service Entry
Report Selection Picklist
Report: Capitation Report 2.0

Scenario 1: Validate Capitation Report Updates The Units After Resubmit With Calculate Rate

Specific Setup:

Requires knowledge and setup of "Billing Plan Capitation Budget".
Requires a claim that has been billed and linked to "Capitation".

Steps

Navigate to "Finance > Reports > General > Capitation Report NX".
Set desired parameters.
Click "Preview".
Validate the report contains desired data for "Units Provided".
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Apply "Denial" status.
Click "Add Action" and select "Resubmit".
Select "Calculate Rate".
Save.
Wait for "Billing and Mirror Billing" to run.
Navigate to "Finance > Reports > General > Capitation Report NX".
Set desired parameters.
Click "Preview".
Validate the report contains desired updated "Units Provided".

Topics

• Finance • Finance Setup • Reports

ECS-51943 Summary | Details

Call Center Amend

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

Client Search
Client Service Entry
Call Center Search Forms [EDIT]
Call Disposition with Intake [VIEW] *DELETED*
CallCenterlisting
Event Amend Reason
Generic Call Center [DELETE]
New Referral to the Agency [ADD]
Program Listing By Agency and Worker
Provider Sites by Program Not Explicit (Vacancy)
Referral Reason Table
Referral Source - Referral In
Referral to Agency [EDIT]
Taskbar > Call Center > Call Center > Call Center
Unit Table

Scenario 1: Validate After Amending An Event The Event Stays Open

Specific Setup:

Requires an event that can be locked by either "Submit or Signing".
Requires a staff that has "Amend" rights to the event.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Enter desired event.
Lock the event by either "Signing or Submitting".
Amend the event.
Select desired "Amend Reason".
Enter additional amend reason.
Validate the event stays open.
Validate the "Amendment" section is visible with "Amendment History" SubReport.

Scenario 2: Call Center – Validate Signed Call Center Events Can Be Amended

Specific Setup:

Audit Snapshot must be disabled.
Available e-signable call center call.

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Start a new call.
Create a new person in the call.
Select e-signable Call Center event, Fill form and Save and Mark Completed.
E-Sign the call center event.
Open the signed event.
Validate the entire form is disabled.
Close the signed event.
Amend the signed event.
Validate Amend note window appears.
Add a note if desired and Amend.
Validate new Modifiable call center event is created and data is copied over.
Validate original signed event is now amended.

Topics

• Call Center • Client • People Search

ECS-52121 Summary | Details

Client Header Location

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

Address by ZIP code [EDIT]
Address by ZIP code Subform
Client Personal Information [EDIT]
Client Search
Community District Table

Scenario 1: Validate Demographics Header Location Displays Address When Selecting Community District

Specific Setup:

Several community districts populated in the "Community District" table under "Setup > System > Table Maintenance - Simple > Tables".
Available client that is not placed in a care day program facility or on placement disruption.

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Select desired client from setup.
Validate the personal address appears under "Location:" in the Client Header.
Navigate to the "Address Information".
Modify the personal address to add a Community District.
Confirm that the Client Header still shows the client address.

Topics

• Client

ECS-52220 Summary | Details

Merge Utility Supports Non-Client Events

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

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

Scenario 1: Validate Merging an Event From a Non-Client, Non-Referral Person to a Permanent Client Transfers Events

Specific Setup:

Permanent Client available to merge new person into using Merge tool.
Available program that will auto-assign at least two events for new person.

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Create a new call.
Create a new person.
Intake the new person into program from setup.
Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
Set the new person as the "Duplicate Person".
Validate program and events are displayed.
Set the "Permanent Person" to desired Client.
Auto-merge the "Duplicate Person" into the "Permanent Person".
Validate successful message.
Validate program and events merged to and display under "Permanent Person".

Topics

• Call Center • Taskbar • Utilities

ECS-52427 Summary | Details

Capturing New Services Using 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
Claim 2.0 [EDIT]
Claim Service Lines NX Subform
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
FinanceClaims

Scenario 1: Validate Resubmit Action On A Multi Service Line Claim

Specific Setup:

Requires a "Multi Service Line" claim that can be remitted.
The client should also have an additional service that has not been billed, but should be included in the original claim.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Add desired status such as "Denial".
Click "Add Action".
Select "Resubmit".
Select "Calculate Rate".
Validate calculate rate returns desired service line, with the additional service line that has not been billed.
Save.
Wait for billing to run.
Validate the new submission contains the desired results.

Topics

• Finance

ECS-52464 Summary | Details

Honoring "Allow Multiple Logins" field

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

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

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

Specific Setup:

Available staff with "Allow Multiple Logins" unchecked.

Steps

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

Topics

• Agency

ECS-52539 Summary | Details

Adding New Race Information Details

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

GenericBrowse
Look-up Tables Maintenance - Simple
Race Table
Standard Codes - All codes by Value Set
Tables Maintenance - Simple Form Set

Scenario 1: Validate Race Information Details “Race Information” LUT Loads Race Table Options

Steps

Navigate to "Setup > System > Table Maintenance - Simple > Tables".
Select the "Race Information Details" table.
Click on Add Row.
Click on Race information LUT in the new row.
Confirm that the LUT populates with the appropriate records.
Confirm the LUT populates when opening from an already existing row.

Topics

• Setup

ECS-52545 Summary | Details

Table Maintenance Actions button

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

GenericBrowse
Look-up Tables Maintenance - Extended
Look-up Tables Maintenance - Simple
Tables Maintenance - Extended Form Set
Tables Maintenance - Simple Form Set
UpdateHistory

Scenario 1: Validate Look Up Tables Have Update History for Each Record

Specific Setup:

Tables with existing records that are in use.

Steps

Navigate to "Setup > System > Table Maintenance - Simple > Tables".
Select a table and make sure that it displays "Actions" button at the end of each record with "Delete" and "View History" links.
Click on "Delete" link, validate text is changed to "Recall".
Validate row is grayed out and strikethrough.
Click on "Recall" link, validate text is changed to "Delete".
Validate row is not grayed out and not strikethrough.
Delete a record which is in use.
Validate message saying "This record cannot be deleted from the table as it is already in use."
Delete a record which is not in use.
Validate record gets deleted after clicking Save button.
Navigate to "Setup > System > Table Maintenance - Extended > Tables".
Select a table and make sure that it displays "Actions" button at the end of each record with "Delete" and "View History" links.
Click on "Delete" link, validate text is changed to "Recall".
Validate row is grayed out and strikethrough.
Click on "Recall" link, validate text is changed to "Delete".
Validate row is not grayed out and not strikethrough.
Delete a record which is in use.
Validate message saying "This record cannot be deleted from the table as it is already in use."
Delete a record which is not in use.
Validate record gets deleted after clicking Save button.
Navigate to "Setup > Incidents > Setup > Body Part Injured".
Validate still displays the old style with X as delete option and without "Actions" button.

Topics

• Setup

ECS-52676 Summary | Details

NX Custom Reporting Virtual Views

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

Conditional Formatting Configuration
Folders Setup

Scenario 1: Custom Report – Delete Virtual Views Containing Apostrophe

Specific Setup:

User must have access to Custom Reporting
Virtual View within Custom Reports contains an apostrophe within its name.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click on the "Virtual Views Setup Tab".
Select a "View Name" that contains an apostrophe.
Click the "Delete" button.
Validate the report is successfully deleted.

Scenario 2: Custom Reports – Deletion of Virtual Views Containing Double Quotes

Specific Setup:

User must have access to Custom Report.
Virtual View within Custom Reports contain a double quote (") within its name.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click on the "Virtual Views Setup Tab".
Select a "View Name" that contains a double quote (") within the "SQL Name".
Click the "Delete" button.
Validate the report is successfully deleted.

Topics

• NX Custom Reporting

ECS-52922 Summary | Details

Resubmit to Other/Waterfall When Expected Amount Less Than Amount Paid

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]
Claim Output Ready
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
FinanceClaims
Notepad

Scenario 1: Validate Resubmit/Waterfall When Remaining Balance Is A Negative

Specific Setup:

Requires a claim that can be remitted.
Client should have a "Secondary Benefit Assignment" the claim can be "Waterfalled" to.
Rate on "Secondary BA" should be lower than the rate on "Primary BA".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check
Set the parameters to search for the desired claim.
Add a "Partial Payment" to the claim (payment amount should be more than the rate on "Secondary BA").
Click "Add Action"
Select "Resubmit to Other".
Select "Calculate Rate".
Validate the "Amount" is that of the "0.00".
Validate the "Agency Amount" is that of the "Secondary Payer".
Save.
Wait for billing to run.
Click on the second submission.
Validate the Amount Charged and Amount Expected is "0.00"

Topics

• Finance

ECS-52976 Summary | Details

Outreach Module Super Search Option

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

Select Session

Scenario 1: Outreach Staff - Select Session

Specific Setup:

Staff must have access to Outreach module.
Completed Outreach events from multiple staff.

Steps

Navigate to "Outreach > Outreach > Outreach > Information".
Set the "Select Session" inbox to desired staff.
Validate the the Outreach Search displays once for each session for staff.
Remove the information entered within the "Search Outreach:" field.
Enter the same staff into the "Staff Completed:" field.
Validate sessions within the display.

Topics

• Outreach

ECS-53192 Summary | Details

Support for Calculate Rate -Billing Now Available

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

Action Based Run - Claim Action Types
ActionsView
All Clients With Security Listing by PeopleID
AR Management
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Request Action Based Run [ADD]
BillingProcessHistory
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceClaims
All People with Benefit Assignments with LOS
Billing Run Request Limit People Subform
Claims Maintenance NX Form Set
Notepad
Claim Submission 2.0 [EDIT]
Billing Request Action Based Run [EDIT]
Message from webpage - Are you sure want to delete this record?
Message from webpage - Are you sure you want to mark sent?

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Denied" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the next "Submission # 2".
Validate the claim generated with the expected number of units.

Scenario 2: 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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Paid" link to group the claims together.
Click "Bulk Actions" button.
Select "Adjustment/Replacement".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Adjustment/Waterfall".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Adjustment and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the correct "Submission # 2".
Validate the claim generated with the correct number of units.
Click on the claim to view the "Accounting Info".
Validate the "Journal Entries" contain desired amount.

Scenario 3: Validate Recreate To Other Payer Via Action Based Billing Run

Specific Setup:

Scenario works with a claim can be remitted.
Claim is billed to a payer that is now set to "Secondary Payer".
Client has a new "Primary Benefit Assignment" that the service can be rebilled to.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set search parameters to search for desired claim.
Add Action.
Select "Recreate To New Payer".
Select "Calculate Rate - Billing" from "Action Type".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Action Based Run".
Set description.
Click "Action Type" and select "Recreate To New Payer".
Set desired date.
Check "Receiver" checkbox.
Save.
Wait for billing to run.
Validate the desired claim is generated.
Open the claim.
Validate it contains desired "Payer and Amount".

Scenario 4: 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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Partially Paid" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit to Other/Waterfall".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit to Other/Waterfall".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the correct "Submission # 2".
Validate the claim generated to the correct "Payer and Amounts".
Open one of the claims.
View the "Account Info".
Validate contains desired "Journal Entries" and posted to desired "Month".

Scenario 5: Validate Ability to Execute Multiple Action Based Runs For Different Actions In Same Billing Interval

Specific Setup:

Test system must have test claims for a test client marked with "Resubmit", "Adjustment" and "Recreate to New Payer" actions with "Calculate Rate - Billing" where action has been indicated but not yet performed.
Test system must not have any Action-Based bulk runs for "Resubmit to Other/Waterfall" queued.

Steps

"Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Ensure there is sufficient time before the next billing interval to create three separate action based runs.
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Adjustment".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Adjustment and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Recreate to New Payer".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Recreate and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for the next billing interval.
Validate the billing runs complete successfully.
Validate that the desired resubmitted claims are associated with the Resubmit action based run, the desired adjusted claims are associated with the Adjustment action based run and the desired recreated claims are associated with the Recreate action based runs.
Delete test billing runs if desired.

Topics

• Finance

ECS-53303 Summary | Details

Patient Statement Performance

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

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

Scenario 1: Patient Statement Report by Client - Simplified

Specific Setup:

Staff access to Finance Module.
Client has a balance.

Steps

Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
Set report selection to "Patient Statement Report by Client- Simplified".
Set the "From Date", and "Through Date" fields.
Set the "Parameter" input box to "Client" and select desired client within the "Value" field.
Click the "Preview" button.
Validate the column headings are in the following sequential order: "Claim Number", "Service Date(s)", "Procedure", "Units", "Total Charge", "Ins.Adj.", "Ins Paid", "Patient Balance", "Patient Payments", "Ins Balance", "Current Patient Balance".
Click the "Close" button.

Scenario 2: Patient Statement Reporting

Specific Setup:

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

Steps

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

Topics

• Client • Finance • Reports

ECS-53417 Summary | Details

NX Custom Reporting Conditional Styles

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

Conditional Formatting Configuration
NX Report Processor
Report Designer

Scenario 1: Validate Custom Report Can Run When Adding Conditional Style to a Column That Contains Null Values

Specific Setup:

Custom Report known to contain a results table with a column known to have null values.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click Report Designer tab.
Open a report known to contain a results table.
Click "Manage Formats" button on a column known to have null values under "Report Columns" section.
Add any operator/value type, value, style.
Save to close this window.
Save the report.
Launch the report.
Run the report.
Confirm the report runs successfully and displays null values in the selected column.

Topics

• NX Custom Reporting

ECS-53551 Summary | Details

Create Manual Invoice

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

All Clients With Security Listing by PeopleID
Check Printout PDF
ChecksCreationLog
Cost Center Definitions
Create Checks [ADD]
GL Accounts Payable Accounts
GL Cash Accounts
GL Invoice Debit Accounts
Invoice - Manual [ADD]
Invoice - Manual [EDIT]
Invoice Listing - Manual
Invoice Maintenance - Manual Form Set
Procedure Codes for Payments
Vendors Table

Scenario 1: Create A Manual Invoice For Accounts Payable

Steps

Navigate to "Finance > Accounts Payable > Manual Invoices > Manual Invoice".
Click "Invoice" button.
Click "New" button.
Click "Vendor" button and select desired "Vendor".
Click "Client" button and select desired "Client".
Set desired "From "From Date" and "To Date".
Set "Units of Service".
Set "Total Amount".
Set "Payment Code".
Set "Debit Account".
Set "Debit Cost Center".
Set "AP Credit Account".
Populate any other non required fields.
Click "Save".
Select invoice record created.
Validate record has saved with all entered information.

Topics

• Finance

ECS-53598 Summary | Details

UAR Cash Log Updates

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

AR Management
Cash Receipt Maintenance 2.0 Form Set
Cash Receipts for Remittance
Cash Receipts Maintenance NX
Cash Received Maintenance (System) [EDIT]
Claim 2.0 [EDIT]
GL A/R Temporary Unallocated Account

Scenario 1: Editing UAR Account Code

Specific Setup:

Staff has access to Finance module.
Month allocated to the deposit must be open.

Steps

Navigate to "Finance > Remittance Processing > Remittance Receipts > Receipt", and select desired receipt.
Update the "Temp Unallocated A/R Account" field, and click on "Save".
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management', and select the "Remittance Check" that was just updated, and click the "Search" button.
Click the "Partially Paid" link, then on desired "Claim #", click on the "Total Paid" cell.
Click the "View More" link, and click on the "Claim #" link.
Select "Accounting Info" from the form line group.
Validate the UAR "Account Code - Description" reflects changes, and close the window.

Scenario 2: Editing UAR Account - Closed Month

Specific Setup:

Staff has access to Finance module.
Month allocated to the deposit must be closed.

Steps

Navigate to "Finance > Remittance Processing > Remittance Receipts > Receipt", and select desired receipt.
Update the "Temp Unallocated A/R Account" field, and click on "Save".
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management", and select the "Remittance Check" that was just updated, and click the "Search" button.
Click the "Partially Paid" link, then on desired "Claim #", click on the "Total Paid" cell.
Click the "View More" link, and click on the "Claim #" link.
Select "Accounting Info" from the form line group.
Validate the UAR "Account Code - Description" is not modified, and close the window.

Topics

• Finance

ECS-53606 Summary | Details

Billing Processing History and SUCCESS status

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

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

Scenario 1: Billing Process Log Displays SUCCESS Upon Completion Of Regular And Action Based Runs

Specific Setup:

Requires a claim that can be "Remitted".
Requires services that be billed.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate a new billing run.
Click "Billing Processing History" and click "Start Billing Now".
In a different tab, navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance and search for desired claim.
Add desired status and click "Add Action".
Select "Resubmit" and "Calculate Rate".
While "Calculate Rate" is running, click back to other tab for "Billing Processing History".
Click "Refresh"
Validate the "Billing Processing History" does not say "Success" until the billing is complete.

Topics

• Finance

ECS-53930 Summary | Details

NX Custom Reporting Paging

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

Chrome
Chrome Print Preview
Conditional Formatting Configuration
Evolv Print
NX Report Processor
Report Designer

Scenario 1: NX Custom Reporting – Validate Report With No Records Can Be Run When “User Paging?” Is Enabled

Specific Setup:

Available report to edit that produces no results.
Available report to edit that generates a list of results long enough that paging is effective, and that can be filtered.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Navigate to Report Designer tab.
Select desired report from setup and enable paging.
Preview the report.
Confirm the data display section of the report now shows "No results found for the given criteria."
Close the report and select second desired report from setup.
Preview the report.
Enter filters so that no records can be generated.
Confirm the data display section of the report now shows "No results found for the given criteria."
Confirm that when using the "Print Report" button, preview shows with the column filter input still present.
Confirm that when using the "Save as PDF" button, the report saves, and the output generated shows the column filters with custom input still present.

Topics

• NX Custom Reporting

ECS-54175 Summary | Details

Renewing Rates Effective Date Field

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

Billing Rate - Service Based NX [EDIT]
ContractsRatesSetup
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Payment Rate - Payroll [EDIT]
Payment Rate - Placement Based [EDIT]

Scenario 1: Validate Rate Renew Option Must Require a “New Effective Date”

Specific Setup:

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

Steps

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

Topics

• Finance Setup

ECS-54263 Summary | Details

Activate Treatment Plan Reviews

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

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

Scenario 1: Validate Activating Review Treatment Plans.

Specific Setup:

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

Steps

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

Topics

• Treatment Plans

ECS-54561 Summary | Details

Remittance Import Listing

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

Alerts - View [VIEW]
Cash Received Maintenance (System) [VIEW]
Claims Maintenance NX Form Set
FinanceImportListing
Remittance File
Report: Claim Details Report
Report: Claim Remittance Report

Scenario 1: Receive 835 File From RevConnect

Specific Setup:

Ability to receive 835 Remittance files via SFTP/RevConnect.

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Validate file has imported successfully from "SFTP/RevConnect".
Click "File Name" link.
Validate file displays, close.
Click "Check" link.
Validate "Receiver" and "Deposit" information is correct.
Click "Actions", "Remittance Report".
Validate "Report" contains "Claim Remittance" information, close.
Click "Actions", "Claim Details".
Validate "Report" contains "Claim Details" information, close.

Topics

• Finance

ECS-54729 Summary | Details

Write Off Action In Posted Month

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

AR Management
Cash Receipts for Remittance
Claim 2.0 [EDIT]

Scenario 1: Validate Delete Writeoff Action That Is In A Posted Month

Specific Setup:

Requires a claim with a "Write Off" Action.
Month the "Write Off" action posted to should be closed.

Steps

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

Topics

• Finance

ECS-54889 Summary | Details

CareFabric Receiver

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

Appointment Completion
Calendar
Client > Case Management > Service Management > Service Entry
Client > Client Information > Personal Information > Demographics
Client Related Task
Dashboard
Log In Screen
Select Client
Synchronization Screen
Confirm Completion
People Tasks/Events
Schedule
Staff Look Up Their Own Information
Staff Look Up Their Own Information/Staff Non Client Services
Staff Travel
Travel Event
Client Search
OrderConnect Current Medication Profile
OrderConnect Diagnosis
OrderConnect Diagnosis Search/Assign
OrderConnect Member Sign-On
Program Enrollments For Use With OrderConnect
Login
Navigation and Menu
Visits
Visits > Add new visit
Visits > Complete Visit

Scenario 1: myEvolv Anywhere - CompleteDescriptiveCalendarEntry

Specific Setup:

Internal testing only.

Steps

Internal testing only.

Scenario 2: myEvolv Anywhere - CompleteTravelTimeCalendarEntry

Specific Setup:

Internal testing only.

Steps

Internal testing only.

Scenario 3: Evolv Scheduler - ClientUpdated

Steps

Internal Testing Only.

Scenario 4: OrderConnect - DiagnosisCreated

Steps

Internal Testing Only.

Scenario 5: Mobile CareGiver+ - Complete a Visit

Steps

Internal Testing Only.

Topics

• Immunizations • myEvolv Anywhere

ECS-54901 Summary | Details

Taxonomy Codes

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 Personal Information [EDIT]
Taxonomy Codes by Code

Scenario 1: Taxonomy Code

Specific Setup:

Requires access to "Agency > Staff & Security > Staff Information > Personal Info".
Requires a Staff member that may be selected.

Steps

Navigate to "Agency > Staff & Security > Staff Information > Personal Info".
Click the "Select Name" button and select the desired name.
Within the "Taxonomy Code" field, click the magnifying glass icon search option.
Validate the "Taxonomy Code" of 2084B0040X displays with description of "Psychiatry & Neurology - Behavioral Neurology & Neuropsychiatry"
Select the item from step 4.
Click the "Save" button.

Topics

• Agency • Staff

ECS-54908 Summary | Details

Holding Claim for No Primary Diagnosis and Calculate Rate

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

All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claim Receivers Setup Form Set
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: Validate Claim Held Reason No Primary Diagnosis When Using Calculate Rate

Specific Setup:

Requires a claim that was generated without a diagnosis.
Client should have a diagnosis that is active after the date of service of the event.

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
Select desired "Receiver".
Check "Hold Claims if No Diagnosis".
Save.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Add denial status and select "Add Action".
Select "Resubmit"
Select "Calculate Rate"
Validate the resulting service line "Held Reason" states "No Primary Diagnosis".

Topics

• Finance

ECS-55449 Summary | Details

Action/Trans. View "Actions"

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

Scenario 1: Validate Calculate Rate – Billing Actions Can Be Deleted Under Actions/Trans. View

Specific Setup:

Available Denied Claim to Calc Rate - Billing onto.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Filter for desired claim.
Click "Add Action" on claim.
Resubmit the claim and set Amount Type to "Calculate Rate - Billing".
Click Save.
Click "Action/Trans. View".
Click "Actions" type.
Expand the first row.
Validate resubmitted claim appears.
Delete the resubmitted claim.
Validate the resubmitted claim has returned to its original state in the AR Management screen.

Topics

• Finance

ECS-55460 Summary | Details

DD Check Customs Printout

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

Check Library [EDIT]
check.pdf
ChecksCreationLog
GL Account [EDIT]

Scenario 1: Validate Check Layout Option "Print 0.00 instead of Void" Prints 0.00 Instead of Void

Specific Setup:

Access to "Finance Setup > General Setup > Miscellaneous Setup Tables > Check Library".

Available check setup in system to "Print Direct Deposit Check" and displays "VOID" text.

Steps

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

Topics

• Finance • Finance Setup

ECS-55737 Summary | Details

Merge Utility Collateral

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

All Clients (secured)
Client Collateral [ADD]
Client Search
Merge Utility
People Search
Person Information No Anonymous [ADD]
Relationship - Collateral Table
Wizard

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

Specific Setup:

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

Steps

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

Topics

• Client • Utilities

ECS-55757 Summary | Details

Automatic Actions For Bulk Calculate Rate

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

Action Based Run - Claim Action Types
ActionsView
All Clients With Security Listing by PeopleID
AR Management
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Plan Setup NX [EDIT]
Billing Request Action Based Run [ADD]
BillingProcessHistory
Cash Receipts for Remittance
ContractsRatesSetup
Default Claim Actions NX Subform
Finance File Import
FinanceClaims
FinanceImportListing
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set

Scenario 1: Validate Auto Actions From 835 Applies Bulk Calculate Rate

Specific Setup:

Requires claims that can be remitted.
Requires a "Payer/Plan" that is set up with "Default Remittance Actions", i.e. "Resubmit to Next Payer" with a "Partial Payment".
Requires an 835 upload, that will apply a "Partial Payment".

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
Select desired "Payer/Plan".
Click "Actions" button and select "Edit this Plan/Contract".
Click "Default Remittance Actions".
Check "Calculate Rate Bulk".
Save.
Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Upload desired "835 Remittance File".
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Search for claims.
Expand the claim that has "Partial Payment.
Click "View More" to view the timeline.
Validate "Bulk Action Not Performed" Resubmit To Other/Waterfall" is listed.

Topics

• Finance

ECS-55764 Summary | Details

Billing Batches Management Screen

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:

Access to Finance 2.0 Module
Numerous Billing Runs created with varying Statuses/Receivers/Submitters.
System has multiple billing runs in varying statuses.
System has Custom Report for Claims Detail report in Finance NX enabled system where that report name includes an apostrophe.

Steps

Navigate to "Finance 2.0 > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "Filter By" dropdown.
Select "Not Sent".
Click "Apply Filters".
Validate results contain only "Billing Runs" which have not been sent.
Click "Filter By" dropdown.
Select "Pending Review".
Click "Apply Filters".
Validate results contain only "Billing Runs" which have a status of "Pending Review".
Click "Filter By" dropdown.
Select "Reviewed".
Click "Apply Filters".
Validate results contain only "Billing Runs" which have a status of "Reviewed".
Click "Filter By" dropdown.
Select "Scheduled".
Click "Apply Filters".
Validate results contain only "Billing Runs" which have a status of "Scheduled" and contain a "Date Run" which is not in the past.
Click "Filter By" dropdown.
Select "Sent".
Click "Apply Filters".
Validate results contain only "Billing Runs" which have a status of "Sent".
Click "Filter By" dropdown.
Select "Remittance - Pending Review".
Click "Apply Filters".
Validate results contain only "Billing Runs" which have a status of "Remittance - Pending Review".
Click "Filter By" dropdown.
Select "Remittance - Reviewed".
Click "Apply Filters".
Validate results contain only "Billing Runs" which have a status of "Remittance - Reviewed".
Click "Filter By" dropdown.
Select "None".
Click "Apply Filters".
Validate results contain all "Billing Runs".

Topics

• Finance • Forms

ECS-55790 Summary | Details

Improved Accuracy of Calculate Rate Results for Resubmit and Adjustment

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 Service Lines NX Subform
Claims Submission For Remittance NX [EDIT]
Message from webpage - This will delete the transaction. Do you want to continue?

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for desired claim.
Add a payment to the claim.
Click "Add Action" select "Adjustment/Replacement".
Under "Amount Type" select "Calculate Rate".
Validate "Calculate Rate" returns desired results.
Save.
Wait for billing to run.
Open the resulting "Adjustment Claim".
Validate it contains desired result.

Scenario 2: Validate Denial/Resubmit With Calculate Rate Pulls In Program Modifier Change Mid Month

Specific Setup:

Requires a client has been billed for "Facility Placement" services with a rate that is based off of a "Program Modifier".
Client should also have a "Program Modifier" change after the services were billed.
Benefit Assignment should also have a second rate that can bill the second "Program Modifier".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for desired claim.
Add "Denial" status.
Click "Add Action".
Select "Resubmit".
Select "Calculate Rate".
Validate "Calculate Rate" returns desired "Submissions" which is one row for first half of the month for one "Program Modifier".
Validate second row contains second half of the month with second "Program Modifier".
Save.
Wait for billing to run.
Open the resulting submission and validate it contains the desired data.

Scenario 3: Validate Resubmit With Calculate Rate Returns Rates When Rate Group Category Is Set

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 "Rate Group Category".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for desired claim.
Add a denial status to the claim
Click "Add Action" select "Resubmit".
Under "Amount Type" select "Calculate Rate".
Validate "Calculate Rate" returns desired results.
Save.
Wait for billing to run.
Validate the resulting submission contains desired result.

Topics

• Finance

ECS-55889 Summary | Details

Modifying Service Dates Tied to Timesheets

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

Client > Case Management > Service Management > Service Entry
Client Search
Client Service Entry
General Service Note (auto date) [ADD]
General Service Note (auto date) [DELETE]
Staff Timesheet
SupervisorModule
SupervisorTimesheet

Scenario 1: Validate Salaried Employee Can Edit Service Events in Staff Timesheet

Specific Setup:

Setup > System > EvolvCS System Setup > System Settings/Preferences under System Preferences header, "Create Staff Timesheets (RealTime)" is enabled.
Staff user tagged as "Salaried Employee".
Service event scheduled for Client under Staff.
Access to "Taskbar > Supervisor > Supervisor > Timesheet Review".

Steps

Navigate to "Taskbar > Staff Timesheet > Timesheets > Staff Timesheet".
Navigate to a week containing a service event where the timesheet has not been submitted and approved.
Change the event date to a date within another week (i.e back one week).
Confirm the event disappears from the active timesheet immediately after saving.
Navigate to week selected in step 3.
Confirm the event is present during the correct week's timesheet.
Submit the Staff Timesheet.
Validate changes made to the timesheet after it is submitted should un-submit the timesheet and allow those changes to go through.
Submit the Staff Timesheet again.
Navigate to "Taskbar > Supervisor > Supervisor > Timesheet Review".
Approve the Staff's timesheet.
Navigate back to "Taskbar > Staff Timesheet > Timesheets > Staff Timesheet".
Validate changes should not be possible after the submitted timesheet is approved.

Topics

• Staff • Timesheets

ECS-55897 Summary | Details

Billing Batches Management - AP

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

Billing Batches Management

Scenario 1: Billing Batches Management - AP Mode

Specific Setup:

Batches with claims only.
Batches with invoices only.
Batches with both claims and invoices.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Check off the "AP" radio button.
Validate there are no request with 0 "Invoices" and more than 1 value within "Claims"

Topics

• Finance

ECS-55934 Summary | Details

Call Center Additional Events

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

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

Scenario 1: Call Center Hover Over Additional Events Button

Specific Setup:

Staff has access to Call Center.
Call Center Call already exists.

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Set Filters to desired call.
Once displayed, click on "View More" to display additional details.
Hover over the " Add Event" button on the "Additional Events" area, and validate the text is "Additional Events" displays.

Scenario 2: Call Center Hover Over Additional Events With Multiple Call Types

Specific Setup:

Staff has access to Call Center.
Call Center Call already exists.

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Check off "My Calls Only"
Set "Date Range" and click on "Apply Filters".
Once displayed, click on "View More" to display additional details.
Hover over the " Add Event" button on the "Additional Events" area, and validate the text of "Additional Events" displays.
Repeat steps 4 and 5 on additional displayed items.

Topics

• Call Center

ECS-55954 Summary | Details

837D Dental Claims Output

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

Agency Program Services [EDIT]
Agency Program Services/Program-User [ADD]
Claim Receivers Setup Form Set
Client Service Entry
Dental Visit [EDIT]
Event Categories/People - User Modifiable
Event Definitions - People Based Form Set
PH Dental Diagnostic Radiograph Subform
PH Dental Pit and Fissure Subform
PH Dental Preventative Subform
PH Dental Procedures Subform
Receiver Information - All
Receiver Information Generic [VIEW]
Receiver Information X12 Submissions [EDIT]
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run NX [DELETE]
BillingProcessHistory
Claim Output Ready
Client Search
Dental Visit [ADD]
Immediate Billing Run Request [ADD]
PH Dental Diagnostic Radiograph [EDIT]
Submitter Information

Scenario 1: 837D Dental Output Setup

Specific Setup:

Dental claims have been created.

Steps

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

Scenario 2: Validate 837D Output Downloads After Generating File

Specific Setup:

Dental Service setup for billing.
Benefit Assignments setup for client for a Dental Service.
The receiver linked to the plan is set up to Output 837D.

Steps

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

Topics

• Finance • Service Entry

ECS-55984 Summary | Details

NX Custom Reporting Reports Printing

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

Chrome
Chrome Print Preview
Conditional Formatting Configuration
NX Report Processor
Report Designer

Scenario 1: Validate Custom Reporting Report Prints All Pages

Specific Setup:

Available report which produces a large number of outputs which when "paging" is enabled, results in at least 2 pages.

Steps

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

Topics

• NX Custom Reporting

ECS-56039 Summary | Details

Report Designer Virtual Views Setup

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

Conditional Formatting Configuration
Data Source Configuration - Data Sources
Folders Setup
Report Designer

Scenario 1: Validate Custom Reports Can Be Saved When Toggling Between Report Designer and Virtual Views Setup

Specific Setup:

Available Custom Report to edit.
Available Virtual View to open.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Navigate to Report Designer tab.
Change the Report Name or add a Description.
Save and validate successful save.
Navigate to Virtual Views Setup tab.
Open a Virtual View and scroll to bottom of View Definition.
Close the Virtual View.
Go back to Report Designer tab.
Modify Data Sources by clicking "Manage Data Sources", and add any columns.
Save and validate successful save.
Modify Report Parameters by adding a table, rearranging some columns, change some column names etc.
Save and validate successful save.

Topics

• NX Custom Reporting

ECS-56040 Summary | Details

Workflow Scheduler Setup, Rule type Referral

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

Program listing by Agency
Rule Designer [EDIT]
Schedules [ADD]
Staff - All (by Staff ID)
Tasks to be Scheduled
Workflow Programs Responsible B2 Subform
Workflow Rules Manager
Workflow Tasks [ADD]

Scenario 1: Validate Workflows - Task Scheduled Events

Steps

Navigate to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
Click the "Select a Rule Type" button.
Select "Referral" from the list box.
Check the "Include Inactive Rules?" checkbox.
Click the "Search" button.
Click the "Edit the Rule" button from the desired Workflow.
Click the "New Task" button.
Click the "Task Event" search button.
Verify the list of Tasks are present.
Select desired Task.
Fill out other required fields.
Click the "Update" button.
Verify the Task cell is present.
Click the "New Schedule" button.
Fill out required fields.
Click "Update".
Verify the Task Schedule cell is present.
Save the changes.
Click Close.

Topics

• Workflows

ECS-56049 Summary | Details

NX Custom Reporting DateTime With Seconds Format

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

Excel Output
Folders Setup
NX Report Processor

Scenario 1: Custom Reports – DateTime With Seconds Format

Specific Setup:

Staff must have access to Custom Reporting.
Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting
Utilizing an existing report or a new report, open the "Report Designer" tab.
Within your desired report open "Manage Data Sources".
Under Computed Columns add a new column "current_date", set the definition as getDate() and click the "Save" button.
Under the table properties, in the Report Columns section ensure that the Format Type for the computed column is "DTS - DateTime with Seconds".
Click the "Save" button.

Steps

Navigate to " Reports > NX Custom Reporting > NX Custom Reporting> Custom Reporting.
On the desired report, click on the "Actions" button and select the "Launch Report" option.
Click on the "Run Report" button.
Validate that the output displays the DateTime with Seconds.
Run the report again, and validate that the Seconds change from the output produced in step 4.
Click on option "Run as CSV". Once complete, open the CSV file within Excel and validate that the "Function" box contains the seconds, within the appropriate cell.
Close report.

Topics

• NX Custom Reporting

ECS-56210 Summary | Details

On Demand Billing and Walk Ins

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

FinanceClaims
FrontDeskCheckIn
Income Source Table
Sliding Fee Eligibility [EDIT]
Yearly Income (SF) myInsight Subform

Scenario 1: Validate On Demand Billing Uses Self Pay Sliding Fee Eligibility Info

Specific Setup:

Requires "Sliding Fee Scale" set up within "Finance Setup".
Requires a client with "Self Pay" benefit assignment and "Use Automated Sliding Fee Scale" is checked.
Requires a client with a "Scheduled Event" and it is set up for "On Demand" billing.

Steps

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

Topics

• Finance • Front Desk

ECS-56221 Summary | Details

Improved Performance Within the Client Module

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

Client Search
Client Service Entry
FormDesigner
Interface Design Form Set
NX Divider [EDIT]
NX Events2do Field [EDIT]
NX FIELD [EDIT]
NX Label [EDIT]
NX Variable [EDIT]

Scenario 1: ShouldSerialize Fields

Steps

Internal testing only.

Scenario 2: ShouldSerialize Labels

Steps

Internal testing only.

Topics

• Forms

ECS-56283 Summary | Details

Claim Remittance Advice Remarks Codes

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

GenericBrowse
AR Management
Cash Receipts for Remittance
Claim Remittance Advice Remarks Codes
Claim Remittance Transactions [EDIT]

Scenario 1: Validate Claim Remittance Advice Remarks Codes

Steps

Internal Testing Only.

Scenario 2: Validate System Tables in Remittance Processing

Specific Setup:

System has a remitted claim.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Click the "Remittance Check" LUT button.
Search and select desired Payor.
Click the "Partially Paid" tab.
Click the "Total Paid" link in the desired Claim row.
Click the "View More" link.
Click the "Transaction" link.
Set the "Remark" input box to desired Code.
Click Save, validating RARC is present.

Topics

• Finance

ECS-56296 Summary | Details

Actions/Trans. View

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

ActionsView
AR Management
Billing Batches Management
Cash Receipts for Remittance
FinanceClaims
Staff (All)

Scenario 1: Validate Actions/Trans. View (ATV) Is Available When AR Management (ARM) Loads

Specific Setup:

Four available claims
One to perform Calc Rate
One to write off some amount
Two to perform Bulk Calc Rate
One claim marked as sent

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Validate "Action/Trans. View" button is enabled.
Validate Date from contains yesterdays date.
Validate Date to contains todays date.
Validate Staff contains current logged in user.
Set the Date range to larger than 1 week.
Validate Date range is not allowed more than 1 week span.
Validate actions can be deleted from ATV window.
Filter for the four claims from setup.
Calc Rate one claim.
Write of any amount for the second claim.
Bulk Calc Rate the last two claims.
Clear all filters and click "Action/Trans. View" button.
Validate all four claims appear.
Validate "Calc Rate?" cell contains "Calc" for the first claim.
Validate "Calc Rate?" cell contains "" for the second claim.
Validate "Calc Rate?" cell contains "Bulk Calc" for the last two claims.
Filter for Claim Marked Sent.
Validate Claim cannot be deleted.

Topics

• Finance

ECS-56337 Summary | Details

Revert Routing Action

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

Client Search
Client Service Entry
Simple Service with test [ADD]
Simple Service with test [EDIT]

Scenario 1: Validate Routing Event Refreshes After Canceling From Routing Option Screen

Specific Setup:

Available event that has multiple route schemes.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Add routing event from setup.
Fill form, save and re open the event.
Click Routing Actions and select a route scheme.
Validate assigned user is the current user.
Validate in Route History that the route started.
Click Cancel on the route screen.
Validate the form reloads and from the Route Actions the option to select multiple routes still exists.

Topics

• Client • Routing • Service Entry

ECS-56338 Summary | Details

Bulk Calculate Rate to Set Original Submission Balance to 0

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

Action Based Run - Claim Action Types
ActionsView
All Clients With Security Listing by PeopleID
AR Management
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Request Action Based Run [ADD]
BillingProcessHistory
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceClaims
All People with Benefit Assignments with LOS
Billing Run Request Limit People Subform
Claims Maintenance NX Form Set
Notepad
Claim Submission 2.0 [EDIT]
Billing Request Action Based Run [EDIT]
Message from webpage - Are you sure want to delete this record?
Message from webpage - Are you sure you want to mark sent?

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Denied" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the next "Submission # 2".
Validate the claim generated with the expected number of units.

Scenario 2: 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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Paid" link to group the claims together.
Click "Bulk Actions" button.
Select "Adjustment/Replacement".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Adjustment/Waterfall".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Adjustment and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the correct "Submission # 2".
Validate the claim generated with the correct number of units.
Click on the claim to view the "Accounting Info".
Validate the "Journal Entries" contain desired amount.

Scenario 3: Validate Recreate To Other Payer Via Action Based Billing Run

Specific Setup:

Scenario works with a claim can be remitted.
Claim is billed to a payer that is now set to "Secondary Payer".
Client has a new "Primary Benefit Assignment" that the service can be rebilled to.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set search parameters to search for desired claim.
Add Action.
Select "Recreate To New Payer".
Select "Calculate Rate - Billing" from "Action Type".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Action Based Run".
Set description.
Click "Action Type" and select "Recreate To New Payer".
Set desired date.
Check "Receiver" checkbox.
Save.
Wait for billing to run.
Validate the desired claim is generated.
Open the claim.
Validate it contains desired "Payer and Amount".

Scenario 4: 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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Partially Paid" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit to Other/Waterfall".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit to Other/Waterfall".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the correct "Submission # 2".
Validate the claim generated to the correct "Payer and Amounts".
Open one of the claims.
View the "Account Info".
Validate contains desired "Journal Entries" and posted to desired "Month".

Scenario 5: Validate Bulk Calculate Rate with Recreate to New Payer Multiple Claims

Steps

Navigate to "Billing Batches Management" screen and Click "New Run".
Select "Action Based Run".
Set desired "Run Description" and select "Recreate to New Payer" as the action.
Set desired date ranges for billing run.
Limit billing run to desired test client.
Run billing and allow to complete.
Validate that the action-based batch returned the expected number of claims to the correct payer/plan.
Mark the batch sent.
Using the claim number hyperlink, view accounting information for one of the claims.
Validate that expected GL transactions were written.
Mark batch not sent and then delete the test action based billing run.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management" and clear any prior filters
Click to expand "Search Parameters".
Set "Client" to your test client.
Check "Include No Remit Claims".
Check "Action Indicated but Not Performed".
Click "Search".
Validate that your test claims for your test client are returned.
Validate that the balance of the claims is set to 0.00
Click to view actions for one of the test claims.
Click "View More" to see the full timeline for the test claim.
Validate that "Bulk Action (Not Performed): Recreate to New Payer" is present on the timeline.
Click "View Filters" and then click "Clear All" to clear all filters on "Finance > Remittance Processing > Remittance Application > AR Management" screen.

Topics

• Finance

ECS-56349 Summary | Details

Bulk Action Based Billing Runs Will Honor Hold Claim Reaons

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

Action Based Run - Claim Action Types
All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Request Action Based Run [ADD]
Billing Request Action Based Run [EDIT]
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
Claim Output Ready
Claim/Invoice Batch [VIEW]
Client Search
Diagnosis General [ADD]
Diagnosis Search Service
FinanceClaims
Message from webpage - Are you sure want to delete this record?
Priority Table

Scenario 1: Bulk Calculate Rate Held Claim

Specific Setup:

Requires at least two claims that have been "Resubmitted with "Bulk Calculate Rate".
Scenario works with claims that are held for "No Primary Diagnosis" after being the resubmit.

Steps

"Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate both claims are held.
Click on "Release and Submit' for the first claim.
Validate status is now "Created.
Click "Open Batch and "Create Output".
Download the 837 file and validate it contains desired claim information.
Click on "Release and Delete" for the second claim.
Resolve the reason for hold.
Run a new "Action Based Billing Run".
Validate it returns the desired claim and is no longer held.

Topics

• Finance

ECS-56386 Summary | Details

Rate Group Category Field Introduced on Rate Header

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

Billing Plan Setup NX [EDIT]
Billing Rate Header - Services [EDIT]
ContractsRatesSetup
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Rate Group Category
Rate Group Category [ADD]

Scenario 1: Validate Rate Group Category

Steps

Navigate to "Finance Setup > General Setup > Rates Setup Tables > Rate Group Category".
Click "Add New" button.
Fill in required fields.
Save.
Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
Select desired "Payer".
Click "Actions" and select "Edit Rate Header" on desired rate.
Click "Rate Group Category".
Validate desired "Rate Group Category" from step 3 is listed.
Save.

Topics

• Finance Setup

ECS-56388 Summary | Details

Bulk Calculate Rate to Create Submission(s) With Next Available Submission Number

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

Action Based Run - Claim Action Types
ActionsView
All Clients With Security Listing by PeopleID
AR Management
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Request Action Based Run [ADD]
BillingProcessHistory
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceClaims

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Denied" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the next "Submission # 2".
Validate the claim generated with the expected number of units.

Topics

• Finance

ECS-56389 Summary | Details

New Action "Recreate to New Payer" Available in AR Management

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

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

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Add a "Denial" status.
Click "Add Action"
Under "Action" select "Recreate To New Payer".
Validate "Submit To" field only the new "Primary" payer is listed.
Save.
Wait for billing to run.
Open the "Action Based Billing Run".
Create Output.
Validate the contains only "Primary Payer" information.

Topics

• Finance • Finance Setup

ECS-56390 Summary | Details

Resubmit to Other Action Now for Waterfall Only

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

All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claim Output Ready
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
FinanceClaims

Scenario 1: Validate Agency Amount On 837 Output When A Claim Is Waterfalled

Specific Setup:

Requires a claim that can be remitted and waterfalled to a "Secondary Payer".
"Secondary Payer" should have "Output Agency Amount" checked on "Contract Setup".
Scenario works with a service that is set up to bill a higher amount on the "Secondary Payer".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check
Set the parameters to search for the desired claim.
Add a "Partial Payment" to the claim.
Click "Add Action"
Select "Resubmit to Other/Waterfall".
Select "Calculate Rate".
Validate the "Agency Amount" is that of the "Secondary Payer".
Validate "From and Through Date" field are disabled.
Save.
Wait for billing to run.
Click on the second submission.
Click on the "Batch" link.
Click "Open Batch"
Click "Create Output".
Download the electronic file.
Validate the "Agency Amount" is the amount from the "Primary Payer".

Topics

• Finance • Finance Setup

ECS-56403 Summary | Details

Patient Statements

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

A/R Reporting 2.0 Form Set
Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
Patient Statement
Patient Statement Report - Simplified
Report Selection Picklist
Address by ZIP code [EDIT]
Address by ZIP code Subform
Client Personal Information [EDIT]
Client Search
Report Parameters PickList

Scenario 1: Patient Statement Report by Client - Simplified

Specific Setup:

Staff access to Finance Module.
Client has a balance.

Steps

Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
Set report selection to "Patient Statement Report by Client- Simplified".
Set the "From Date", and "Through Date" fields.
Set the "Parameter" input box to "Client" and select desired client within the "Value" field.
Click the "Preview" button.
Validate the column headings are in the following sequential order: "Claim Number", "Service Date(s)", "Procedure", "Units", "Total Charge", "Ins.Adj.", "Ins Paid", "Patient Balance", "Patient Payments", "Ins Balance", "Current Patient Balance".
Click the "Close" button.

Scenario 2: Patient Statement - Address 2

Specific Setup:

Client demographics information has a "Street Address 2" present.
Staff has access to client.
Staff has access to Finance module.

Steps

Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
Set the "Report Selection" to "Patient Statement Report by Client"
Select the parameter of "Client", and set the "Value" to a client that has "Street Address 2" present on their demographic record.
Click "Preview", and validate the second address displays.

Topics

• Finance

ECS-56439 Summary | Details

Billing Run Requests With Missing Receiver And No Resulting Batches

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

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

Scenario 1: Validate Generating Multiple Billing Request

Specific Setup:

Requires services that can be billed in different batches.

Steps

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

Topics

• Finance

ECS-56440 Summary | Details

Calculate Rate In AR Management

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

AR Management
Cash Receipts for Remittance
Claims Submission For Remittance NX [EDIT]

Scenario 1: Validate Saving More Than One Calculate Rate At A Time

Specific Setup:

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

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set search parameters to search for desired claims.
Add desired status to each of the claims.
On each claim click "Add Action".
Select "Resubmit and Calculate Rate".
Save.
Validate they all saved and each claim has a second submission with desired results.

Topics

• Finance

ECS-56445 Summary | Details

HL7 RDS^O13: Create New Medication Admin Events

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

Client Search
FormDesigner
Medication Administered (External) [ADD]
SecurityEvents
Worker Role for Setups
Worker Roles Form Set
Agency Setup >Other Setups >Import File Template >Fields Layout
Select Template
Medication Administered (External) [EDIT]

Scenario 1: HL7 RDS^013 Med Admin Events - Validate "Medication Administered (External)" Form And Event Exists

Steps

Internal Testing Only.

Scenario 2: HL7 RDS^013 Med Admin Events - Validate Import File Format "myAM RDS^013 Medication Treatment Dispense" Exists

Steps

Internal Testing Only.

Scenario 3: HL7 RDS^013 Med Admin Events - Validate Importing The Medication Via HL7

Steps

Internal Testing Only.

Topics

• Forms

ECS-56446 Summary | Details

Merge Utility Prevents Staff Selection

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

Call Center Search Forms [ADD]
Call Center Search Forms [EDIT]
Gender Table
Job Title Listing - Employees
Managing Offices By Agency Operated
Merge Utility
New Staff [ADD]
People Search
Person Information No Anonymous [ADD]
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff-Site Link Subform
Wizard

Scenario 1: Validate Prevent Deletion Of People Record Tied to Staff Profile

Specific Setup:

Available staff to select in Merge Tool.
Access to create new staff.

Steps

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

Topics

• Call Center • Staff • Taskbar • Utilities

ECS-56451 Summary | Details

Reprocessing Failed Billing 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
Billing Batches Management
BillingProcessHistory

Scenario 1: Validate After Reprocessing Failed Billing Run, Claims Are Regenerated

Specific Setup:

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

Steps

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

Topics

• Finance

ECS-56462 Summary | Details

Staff Notifications

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

Alert
Client Related Task by Staff Responsible [EDIT]
Filter - My Tasks
Health - Initial
My Tasks (Widget)
Client Service Entry
CR Event
Taskbar > My Homeview > Homeview Launcher > Homeview
Waiting Room (Widget)
Client Related Task - New [ADD]
Client Search
FormUtilities
Message from webpage - This process may take a while. Do you wish to continue?
Message from webpage - Utility executed successfully!
Microsoft Outlook
Staff - Service Providers (by Staff_id)
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Agency > Workgroups > Assigned to All > Information
Filter - My Routed Tasks
Incident Participants-Known People Subform
Incident Simple Form [ADD]
Incident Simple Form [EDIT]
Incidents > Incidents > Incidents > Incident
People - Event Participants
SignatureCapture
Taskbar > My Homeview > Homeview Launcher > Homeview - My Routed Tasks
Workgroups for auto assignment on intake
Client > Client Information > Personal Information > Demographics
Filter - Waiting Room
All Clients With Security Listing by PeopleID
Client Task Staff Calendar
Event Definitions with Security -Client
FrontDeskCalendar
FrontDeskCheckIn
Program by Client's Service Track and Service
Provider Sites by Program
Staff Calendar
Active events by Program or Clinic2
Front Desk Calendar Appointment [ADD]
Front Desk People Search
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES
CDSS Notification [EDIT]
PH PRIMARY CARE MAIN - VISIT [ADD]
UpdateHistory
Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: Homeview - My Tasks Widget

Specific Setup:

Staff account exists in test system where test staff has access to clients and is staff responsible for scheduled tasks.

Steps

Log into Test System as Test Staff.
Navigate to "Taskbar > My Evolv > Homeview Launcher > Homeview".
If not already enabled, enable "My Tasks" widget.
This is a 'grouped' widget, meaning that tasks can be broken up depending on their status (due/past due/etc). Certain functions (sorting/filtering) will only function for the grouping that is chosen.
Click the "Filter Widget" icon.
Set "Name" operator to "Contains".
Set "Name" value to partial Client Name.
Click "Apply".
Verify the "My Tasks" widget only displays clients with this partial Client Name.
Click the "Filter Widget" icon.
Click "Clear".
Confirm all tasks are listed.
Repeat steps 5 through 10 with the other filter options.
Click "Sort Rows" button for Name.
Verify the column is ordered alphabetically.
Repeat Steps 13 and 14 for the other columns.
Click on the "Name" filter button.
Enter a portion of a Name.
Verify the listing includes the text entered into the filter.
Click "X" to clear the contents of the filter.
Repeat Steps 16 through 19 for the other columns.
When testing a filter for a Date column, enter the full year "2004" (Format is YYYY).
Verify the listing includes only records with the year entered.
When testing a filter for a Date column, enter the full date formatted "01/01/2001" (Format required is MM/DD/YYYY).
Verify the listing includes only records with the full date listed.
Click the "Next Page" button and verify the listing changes to the next page.
Click the "Previous Page" button and verify the listing changes to the previous page.
Click on the "Page Number" input box and enter '2'.
Verify the correct page is displayed.
Select '25' from the "Page Count" drop down list.
Verify 25 rows are displayed.
Click on the 'Complete Task' button on a task.
Confirm that the task to be completed form appears in ADD mode for the client.
Close this form.
Click the 'Edit Task' button on a task.
Confirm that the task to edit form appears in EDIT mode.
Close this form.
Click on the event name on a task.
Confirm that the task's event form appears.
Close this form.
If a task has an alert icon in the listing, click on the alert icon.
Confirm that a form appears to view the alert.

Scenario 2: Validate My Routed Task Widget Performance

Specific Setup:

Requires an event that can be routed.
Scenario uses a "Basic Approval" route.
Required access to the "My Routed Task" widget.
Scenario works with more than one staff. A supervisor to approve the route.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Enter desired event.
Route the event to desired staff, i.e. self.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click the "Widgets" button and select "My Routed Tasks" widget.
Edit the routed task that’s pending approval.
Click the "Routing" button and click on "Re-assign" Tab.
Select a different staff to route the event to.
Validate the widget refreshes and the event is no longer listed.
Log in as the 2nd staff.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click the "Widgets" button and select "My Routed Tasks" widget.
Edit the routed task that’s pending approval.
Click the "Routing" button and "Approve" the route.
Validate the widget automatically refreshes and the event is no longer listed.

Scenario 3: Complete Service via Waiting Room Widget where form contains default value and After Save Code

Specific Setup:

Event exists in system with form that contains default value in generic_remarks.
Event exists in system with form that contains After Save Code to keep form open following save.
Scheduled service using the above form is checked in for test user.
Test user must have access to Waiting Room widget.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
If not already enabled, click the "Widgets" button and check the "Waiting Room" widget.
Click the "Complete Task" icon for your test event.
Confirm that the default value is present in the "generic_remarks" field.
Modify the text in the "generic_remarks" field.
Save your event.
Confirm that the event remains open; validate the modified text appears in the "generic_remarks" field.
Close your event.
Refresh the "Waiting Room" widget.
Confirm that the scheduled task you have just completed is no longer listed.

Scenario 4: Validate Staff Unread Alert Notification

Specific Setup:

Requires DB Mail to be enabled.
Notify Staff should be set under System Settings/Preferences.

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select desired staff.
Edit staff profile.
Enter an email address in "Work Email" field.
Save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Schedule an event for this client with your desired staff for tomorrow.
Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
Click "Run" button on the "Create Email Alerts Job" Utility"
Wait until the next day.
Validate an email is received stating "You have Unread myEvolv Alerts".
Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
Click "Run" button on the "Create Email Alerts Job" Utility"

Scenario 5: Create And Route Incident - Confirm Availability In My Routed Tasks Widget

Specific Setup:

Staff is in Workgroup to be used in Routing (Assign to Workgroup).
Incident is set up to route with option to select Workgroup.

Steps

Navigate to "Incidents > Incidents > Incidents > Incident".
Create or select an "Incident" set up to route to "Workgroup" in preconditions.
Route to "Workgroup" and "Save".
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Ensure layout includes "My Routed Tasks Widget".
Validate "Incident" is visible.
Modify "Workgroup End Date" to a future date.
Refresh "Widget".
Validate "Incident" is visible.
Modify "Workgroup End Date" to a past date.
Refresh "Widget".
Validate "Incident" is no longer visible.

Scenario 6: ClientRuleValidationResponseCreated (CDSS) Message

Specific Setup:

Internal testing only.

Steps

Internal testing only.

Scenario 7: Waiting Room Widget Sorting and Filtering

Specific Setup:

Access to the Waiting Room Widget.
Staff responsible for multiple Client scheduled events that are checked in (not complete).
Staff responsible for multiple Client scheduled events that are checked in (completed).

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click the Widgets button.
Select "Waiting Room" and click Save.
Click the arrow within the "Client Name" to sort values.
Validate events sort by "Client Name".
Click the Waiting Room filter icon.
Select "Event Name" Operator dropdown.
Select "Contains" from the dropdown and input desired value.
Click "Apply".
Validate "Event Name" results display filtered values.
Click the "Waiting Room" filter icon.
Click the x next to the "Event Name" value.
Select "Less Than" from the "Check In Date" Operator dropdown.
Set desired Date and click "Apply".
Validate "Check In Date" display as less than the filtered date.
Click the "Waiting Room" filter icon.
Click the x next to the "Check In Date" value.
Click Apply.
Validate filters return to original setting.

Scenario 8: Validate Front Desk Calendar Automatically Refreshes and Displays Notification That Updates Are Available

Specific Setup:

Ability to log in with two Staff, both have access to Front Desk.

Steps

As Staff 1, navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "View Calendar".
Keep the window open.
Login as Staff 2 in another session browser.
Navigate to "Taskbar > Scheduled Tasks > Task List > Calendar".
Schedule a task for a Client with a date and Facility that was selected in Front Desk Calendar.
As Staff 1, verify that "Updates are available, please refresh." warning shows in Front Desk Calendar.
As Staff 2, schedule another task that doesn't fall into selected date range. (For example if the view is Monthly and the date range is 6/1 to 6/30, schedule a task after 6/30).
As Staff 1, verify that the warning does not show up.

Scenario 9: Validate Phone Icon Displays in "My Tasks Not Checked In" and "Waiting Room" Widgets for Events Marked "To Be Performed via Telehealth"

Specific Setup:

Access to Calendar in Front Desk NX.
Access to add New Appointment.
Access to "My Tasks Not Checked In" and "Waiting Room" widgets.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click View Calendar.
Select a staff and Add a New Appointment.
Fill form, check "To Be Performed via Telehealth", and Save the appointment.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Enable widgets "My Tasks Not Checked In" and "Waiting Room".
Validate appointment is present in "My Tasks Not Checked In" widget.
Validate appointment has a Phone Icon "Complete Via Telehealth".
Edit the appointment and mark as Check In.
Validate appointment is present in "Waiting Room" widget.
Validate appointment has a Phone Icon "Complete Via Telehealth".

Scenario 10: CDSS Notifications - Event Configuration

Steps

Internal Testing Only.

Scenario 11: Reprocess Tonight Action For Billing Requests In Pending Review Status

Specific Setup:

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

Steps

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

Scenario 12: Reprocess Tonight Action For Billing Requests In Retro Status

Specific Setup:

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

Steps

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

Scenario 13: Reprocess Tonight Action For Billing Requests In Reviewed Status

Specific Setup:

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

Steps

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

Scenario 14: Reprocess Tonight Action For Billing Requests In Failed Status

Specific Setup:

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

Steps

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

Topics

• Alerts • Client • Finance • Front Desk • Routing • Service Entry • Taskbar • Widgets • Workgroup

ECS-56477 Summary | Details

Deleting Payroll Runs

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

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

Scenario 1: Validate Deleting A Payroll Run

Specific Setup:

Requires a service and a rate that is set up to produce a "Payroll Invoice".
Requires a client service and a rate that can produce a "Claim".

Steps

Navigate "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Payroll Run".
Fill in required fields to generate desired "Payroll Invoice".
Save.
Wait for billing to run.
Validate a "Payroll Invoice" was generated.
Click "Actions" button and select "Delete Request".
Validate the "Payroll Batch" is in deleting status.
Click "New Run".
Select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Validate the claim was generated.
Validate the "Payroll Run" is no longer listed.

Topics

• Finance

ECS-56479 Summary | Details

Recurring Billings

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Recurrence Type for Billing Runs
Recurring Billing Job [ADD]
Submitter Information
Weekdays

Scenario 1: Validate Recurring Run Break Invoice Batch Log By Period

Steps

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

Topics

• Finance

ECS-56558 Summary | Details

New eSignature Status Look Up Table

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

GenericBrowse
Look Up Tables on Forms Report [VIEW]
Look-up Tables Maintenance - Simple
Tables Maintenance - Simple Form Set

Scenario 1: Validate eSignatureStatus Look Up Table Records

Specific Setup:

Staff must have access to Agency Setup Module.

Steps

Navigate to "Agency Setup > Agency > Table Maintenance - Simple > Forms Table is Used".
Select Table "ESIGNATURE STATUS".
Validate the below descriptions:

Approved
Expired
Pending
Rescinded

Topics

• Agency Setup

ECS-56560 Summary | Details

eSignature Enabled for Events

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

Agency [EDIT]
Client Service Entry
eSignature Agency Event Link [ADD]
eSignature Agency Event Link Subform
General Service Note (auto date) [ADD]
People Events
SignatureCapture

Scenario 1: Validate eSignature SubForm In Agency Setup

Steps

Navigate to "Agency Setup > Agency > Agency > Agency Information".
Scroll down to the "e-Signature" SubForm.
Click the Event search button.
Click the desired Event.
Click Save.
Verify the Event has been saved successfully.
Click the Add (+) button.
Set the Event filter to a different desired Event.
Click the Event cell.
Click Save.

Topics

• Agency Setup • SubForm

ECS-56561 Summary | Details

eSignature Request Form

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

Client > Client Information > Personal Information > Documents Signed Electronically
Client Search
Documents Awaiting Signature
e-Signature Consent
eSignature Events Subform
eSignature Request [ADD]
eSignature Request Status [EDIT]
Events for eSignature
File Display
Home
myHealthPointe Dashboard
myHealthPointe Sign In
myHealthPointe Subject Demographics View
myHealthPointe Subject Documents View
myHealthPointe Subject Search

Scenario 1: MyHealthPointe - Validate eSignature Request Form

Specific Setup:

Be sure to have an Assessment and Treatment Plan created to submit for eSignature approval.
Navigate to Agency Setup > Agency > Agency > Agency Information, scroll down to the eSignature SubForm to add Events to enable eSignature.
Client needs to access myHealthPointe Consumer Portal and generate a new password.

Steps

Navigate to "Client > Client Information > Personal Information > Document Signed Electronically".
Search and select desired Client.
Click "Add New".
Select "eSignature Request" from the "Add New" drop down list.
Click the "Search" icon in the "Events" table.
Select desired Event in the "Events for eSignature" table.
Click "Request eSig" button.
Access myHealthPointe Consumer Portal.
Click the "Documents Awaiting Signature" tab on the left side menu.
Click the "Review and Sign" button.
If necessary, click the "Agree" button in the "eSignature Consent" form.
Click the "Review and Sign" button again.
Set the "Text Signature" text area to desired Client's signature.
Click the "Review and Sign" button to confirm the Client's signature.
Verify the page is listed as "No Documents Uploaded".
Access myHealthPointe Provider Portal.
Search and select desired Client.
Click the Client's ID link.
Click the "Documents" tab.
Verify the "Signed" status contains a green checkmark, indicating that it has been esigned.
Navigate back to myEvolv.
Click the "Refresh" button.
Click the "eSignature Request" Event.
Validate the eSignature status is listed as "Approved".
Click into the PDF link.
Verify the Client's eSignature is shown at the bottom of the PDF.
Close out of both the PDF and the eSignature Request Event.

Topics

• myHealthPointe

ECS-56660 Summary | Details

Import Forms

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

FileUploadForm
FormDesigner
Interface Design Form Set
NX Sub Report [EDIT]
NX Test [EDIT]
Sub Reports - User Form Set
Sub Reports - Users
User Sub Report Designer [EDIT]

Scenario 1: Form Designer: Validate Form Import Operations

Specific Setup:

Two files must be created: a JSON file created by exporting a custom Form, and any file type that is not JSON.
The JSON created above must have been exported from one compatible Evolv system, and be used to test the importing for another compatible Evolv system.

Steps

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

Topics

• Forms • Setup

ECS-56661 Summary | Details

System Events

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

Event Categories/People - User Modifiable
Event Categories/Profile - User Modifiable
Event Definition - Alerts and Restrictions [EDIT]
Event Definition - Call Center [EDIT]
Event Definition User - People [EDIT]
EVENT DEFINITION USER - PROFILE [EDIT]
Event Definitions - Groups Form Set
Event Definitions - People Based Form Set
Event Definitions - Profile Based Form Set
Placement Disruptions [DELETE]
Setup > Event Setup > Alerts And Restrictions > Events Setup
Setup > Event Setup > Call Center Events > Events Setup
Setup > Event Setup > Groups & Cases > Events Setup
Setup > Event Setup > People > Events Setup
Setup > Event Setup > Profiles(i.e. Foster Home) > Events Setup
Setup > Placement Disruptions > Definitions > Events
Event Definition User - People [ADD]
Event Definition User - People [DELETE]
Filter
Forms by Event Category
Security for events by event Subform
Setup > Event Setup > People > Event Category
Worker Role (All) Table

Scenario 1: System Events

Specific Setup:

User access to Event Setup.

Steps

Navigate to "Setup > Event Setup" and select desired type of event (i.e.People, Groups & Cases, etc.).
Select the desired "Event Category", and click on the "Events Setup" tab.
Select an event that has the "Defran Supplied" field checked off.
Click on the "Actions" button, and select "Delete Record".
Click on the "Delete" button.
Validate the message "Do you really want to delete?" and click "Ok".
Validate the message "Cannot Delete System Events".
Click the "X" close button.

Scenario 2: Create and Delete User Defined Event

Specific Setup:

User has access to Event Setup.

Steps

Navigate to "Setup > Event Setup > People > Events Setup".
Select an "Event Category", and click on the "Events Setup" tab.
Click "Add New".
Set the "Event Name" and "Event Code".
Check off the "Has Service Form Group" field.
Validate the "Defran Supplied" checkbox is not checked off.
Set the "Date Entry Form (for New)" and the "Date Entry Form (for Edit).
Enter the desired "Worker Role", and set the appropriate "Security for Events".
Click the "Save" button.
Click the "Refresh" link to display the newly created event.
Click on the "Actions" button, and select "Delete Record".
Click on the "Delete" button.
Validate message "Do you really want to delete?" and click "Ok".
Click the "Refresh" link and validate the event no longer displays.

Topics

• Event Setup • Setup

ECS-56666 Summary | Details

Improved Billing Performance

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

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

Scenario 1: Validate Ability To Start Billing Now While "Calculate Rate" in Process

Specific Setup:

Test requires two finance users; one of whom has access to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
Test system must have claims that can have Calculate Rate applied in "Finance > Remittance Processing > Remittance Application > AR Management".
Test system must have billing interval set long enough to allow the test to be performed without the interval picking up available runs.
Test system requires a billing request to be submitted and ready to run.

Steps

One test user will pull up desired test claims in AR Management and add status and action.
Working in coordination, this tester will select "Calculate Rate" for these claims.
While Calculate Rate is running, the second tester will click "Start Billing Now" from "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
Validate that system displays message "Billing Job Started".
Click "Refresh"; validate that the billing job is executing.
Cancel the "Calculate Rate" changes if desired.

Scenario 2: Validate Generating Multiple Billing Request

Specific Setup:

Requires services that can be billed in different batches.

Steps

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

Topics

• Finance

ECS-56672 Summary | Details

Copy Rate For Rate Group Category

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

Billing Plan - Rates Setup NX [ADD]
Billing Plan Setup NX [EDIT]
Billing Rate - Service Based NX [EDIT]
Billing Rate Details - Services NX Subform
Billing Rate Header - Services [EDIT]
ContractsRatesSetup
CopyRateUtility
Cost Center Definitions
Finance Setup Manual Services NX Form Set
GL AR Accounts
GL Revenue Accounts
Payers of Agency
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Rate-Plan Link - Sub Subform
Rates by Payor

Scenario 1: Validate Copy Rate Utility Includes On Rate Group Category

Specific Setup:

Requires a rate that contains "Rate Group Category".
Requires a Payer/Plan with "Program/Service" that does not yet have a rate.

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
Select desired "Payer".
Click "Actions" on desired plan and select " Edit this Plan/Contract".
Click "Plan/Contracts Rates".
Click desired "Program" row.
Select desired service.
Click "Add Rate".
Select "Copy Rate Utility".
Select desired "Source Payer".
Select desired "Rate Scheme".
Click "Get Rates".
Click "Copy Rate" on desired rate.
Check desired fields for rate setup.
Click "Copy Rate".
Fill in required fields for "Rate Setup".
Save.
Validate "Rate Group Category" contains desired "Rate Group".

Topics

• Finance • Finance Setup

ECS-56681 Summary | Details

Use Distinct Events

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

Billing Plan Setup NX [EDIT]
Billing Qualifying Services Link to Rate [ADD]
Billing Qualifying Services Link to Rate Subform
Billing Rate - Placement Based NX [EDIT]
Billing Rate - Service Based NX [EDIT]
ContractsRatesSetup
Finance Setup Manual Services NX
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Placement NX Form Set

Scenario 1: Use Distinct Events - Tool Tip

Specific Setup:

User has access to Finance Setup module.
Existing Plan/Contract on record.

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Payer", and select desired Payer.
Select the "Contracts Setup" tab.
Click on "Actions" and select "Edit this Plan/Contract".
Select the "Plan/Contract Rates" tab, and chose the desired program and service.
Click on the desired rate cell, and select the "History" tab.
Click on the appropriate description to open the billing rate.
Click on the "Require Qualifying Services" from the form line group.
Click the "Actions" button, and select "Expand Form".
Hover over the "Use Distinct Events" button and validate the tool tip displays.
Click "X" close.

Topics

• Finance Setup

ECS-56692 Summary | Details

Modifications to Action Based Run Form To Support Bulk Calculate Rate

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

Action Based Run - Claim Action Types
ActionsView
All Clients With Security Listing by PeopleID
AR Management
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Request Action Based Run [ADD]
BillingProcessHistory
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceClaims
All People with Benefit Assignments with LOS
Billing Run Request Limit People Subform
Claims Maintenance NX Form Set
Notepad
Claim Submission 2.0 [EDIT]

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Denied" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the next "Submission # 2".
Validate the claim generated with the expected number of units.

Scenario 2: 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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Paid" link to group the claims together.
Click "Bulk Actions" button.
Select "Adjustment/Replacement".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Adjustment/Waterfall".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Adjustment and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the correct "Submission # 2".
Validate the claim generated with the correct number of units.
Click on the claim to view the "Accounting Info".
Validate the "Journal Entries" contain desired amount.

Scenario 3: Validate Recreate To Other Payer Via Action Based Billing Run

Specific Setup:

Scenario works with a claim can be remitted.
Claim is billed to a payer that is now set to "Secondary Payer".
Client has a new "Primary Benefit Assignment" that the service can be rebilled to.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set search parameters to search for desired claim.
Add Action.
Select "Recreate To New Payer".
Select "Calculate Rate - Billing" from "Action Type".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Action Based Run".
Set description.
Click "Action Type" and select "Recreate To New Payer".
Set desired date.
Check "Receiver" checkbox.
Save.
Wait for billing to run.
Validate the desired claim is generated.
Open the claim.
Validate it contains desired "Payer and Amount".

Scenario 4: 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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Partially Paid" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit to Other/Waterfall".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit to Other/Waterfall".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the correct "Submission # 2".
Validate the claim generated to the correct "Payer and Amounts".
Open one of the claims.
View the "Account Info".
Validate contains desired "Journal Entries" and posted to desired "Month".

Topics

• Finance

ECS-56696 Summary | Details

Clear Answer on Copy for Test/Assessment

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

Client Search
Client Service Management Form Set
People Assessments Cross Forms Based
Program by Client's Service Track and Service
Provider Sites by Program
Test Domains B2T Client Subform
Test Domains Linked to Event
Plan Development Form Set
Gender Identity
Gender Table

Scenario 1: Add ‘Clear Answer on Copy’ to All Test/Assessment Field Types

Specific Setup:

Within "Setup > Treatment and Tests > Test Setup > Test Design - People", click "New Test".
Select/Drag "Single Answer" from the Toolbox into your new test.
Within the properties of the new test, expand the "Test Group".
Check off the "Clear Answer on Copy" field.
Click the "Save"

Steps

Navigate to "Client > Case Management > Service Management > Assessments", and select desired client.
Click the "Add New" button and select "Add Event".
Select the desired event that contains a singe answer.
Set the "Actual Date", "Duration", "Program Providing Service", "Facility Providing Service", and the desired answer to the single question.
Click the "Save" button.
Navigate to "Client > Case Management > Service Management > Assessments", and select the same client selected within step 1.
Click the "Add New" button and select "Add Event".
Select the same event that was entered within step 3.
Click the "Copy Test" button.
Validate the answer value entered within step 4 are cleared.
Enter new values within "Actual Date", "Duration", "Program Providing Service", "Facility Providing Service" single question answer.
Click the "Save" button.

Scenario 2: Add ‘Clear Answers on Copy’ Multiple Question Type

Specific Setup:

Within "Setup > Treatment and Tests > Test Setup > Test Design - People", click "New Test".
Select/Drag "Multiple Answer" from the Toolbox into your new test.
Within the properties of the new test, expand the "Test Group".
Check off the "Clear Answer on Copy" field.
Click the "Save"

Steps

Navigate to "Client > Case Management > Service Management > Assessments", and select desired client.
Click the "Add New" button and select "Add Event".
Select the desired event that contains a question with multiple answers.
Set the "Actual Date", "Duration", "Program Providing Service", "Facility Providing Service", and the desired answers.
Click the "Save" button.
Navigate to "Client > Case Management > Service Management > Assessments", and select the same client selected within step 1.
Click the "Add New" button and select "Add Event".
Select the same event that was entered within step 3.
Click the "Copy Test" button.
Validate the answer values entered within step 4 are cleared.
Enter new values within "Actual Date", "Duration", "Program Providing Service", "Facility Providing Service" single question answer.
Click the "Save" button.

Scenario 3: Add 'Clear Answers on Copy' Date

Specific Setup:

Within "Setup > Treatment and Tests > Test Setup > Test Design - People", click "New Test".
Select/Drag "Date" from the Toolbox into your new test.
Within the properties of the new test, expand the "Test Group".
Check off the "Clear Answer on Copy" field.
Click the "Save"

Steps

Navigate to "Client > Case Management > Service Management > Assessments", and select desired client.
Click the "Add New" button and select "Add Event".
Select the desired event that contains a question with an answer that contains a date.
Set the "Actual Date", "Duration", "Program Providing Service", "Facility Providing Service", and the desired answer.
Click the "Save" button.
Navigate to "Client > Case Management > Service Management > Assessments", and select the same client selected within step 1.
Click the "Add New" button and select "Add Event".
Select the same event that was entered within step 3.
Click the "Copy Test" button.
Validate the answer values entered within step 4 are cleared.
Enter new values within "Actual Date", "Duration", "Program Providing Service", "Facility Providing Service" single question answer.
Click the "Save" button.

Scenario 4: Add ‘Clear Answers on Copy’ Numeric

Specific Setup:

Within "Setup > Treatment and Tests > Test Setup > Test Design - People", click "New Test".
Select/Drag "Numeric" from the Toolbox into your new test.
Within the properties of the new test, expand the "Test Group".
Check off the "Clear Answer on Copy" field.
Click the "Save" button.

Steps

Navigate to "Client > Case Management > Service Management > Assessments", and select desired client.
Click the "Add New" button and select "Add Event".
Select the desired event that contains a question with a numeric answer.
Set the "Actual Date", "Duration", "Program Providing Service", "Facility Providing Service", and the desired answers.
Click the "Save" button.
Navigate to "Client > Case Management > Service Management > Assessments", and select the same client selected within step 1.
Click the "Add New" button and select "Add Event".
Select the same event that was entered within step 3.
Click the "Copy Test" button.
Validate the numeric answer values entered within step 4 are cleared.
Enter new values within "Actual Date", "Duration", "Program Providing Service", "Facility Providing Service" single question answer.
Click the "Save" button.

Scenario 5: Add ‘Clear Answers on Copy’ Picklist

Specific Setup:

Within "Setup > Treatment and Tests > Test Setup > Test Design - People", click "New Test".
Select/Drag "Pick List" from the Toolbox into your new test.
Within the properties of the new test, expand the "Test Group".
Check off the "Clear Answer on Copy" field.
Click the "Save" button.

Steps

Navigate to "Client > Case Management > Service Management > Assessments", and select desired client.
Click the "Add New" button and select "Add Event".
Select the desired event that contains a question with a Pick List answer.
Set the "Actual Date", "Duration", "Program Providing Service", "Facility Providing Service", and the desired answers.
Click the "Save" button.
Navigate to "Client > Case Management > Service Management > Assessments", and select the same client selected within step 1.
Click the "Add New" button and select "Add Event".
Select the same event that was entered within step 3.
Click the "Copy Test" button.
Validate the Pick List answer values entered within step 4 are cleared.
Enter new values within "Actual Date", "Duration", "Program Providing Service", "Facility Providing Service" single question answer.
Click the "Save" button.

Topics

• Assessments • Forms

ECS-56698 Summary | Details

User Defined Assessments Questions and Answers

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

Client Search
NX Test Setup Answers (DT) Subform
NX Test Setup Answers (NR) Subform
NX Test Setup Answers (PK) Subform
NX Test Setup Answers (RD) Subform
NX Test Setup Answers Subform
Program by Client's Service Track and Service
Provider Sites by Program

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

Specific Setup:

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

Steps

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

Scenario 2: Test Design People - Validate Effective Dates Values are Honored

Specific Setup:

Previously end dated question in desired assessment.
Available question in assessment able to be modified.

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Validate "Effective From" date is required.
Set "Effective From" date to current date.
Set "Effective From" date in the past.
Validate "Effective From" date must not be in the past.
Validate "Effective From" date is automatically set back to current date.
Set "Effective To" date in the past.
Validate "Effective To" date must not be in the past.
Validate "Effective To" date is automatically set back to "".
Set "Effective To" date to "Effective From" date.
Validate "Effective To" date is allowed.
Set "Effective To" date to future date.
Validate "Effective To" future date is allowed.
Set "Effective From" date to future.
Set "Effective To" date to date prior to "Effective From" date
Validate "Effective To" date cannot be prior to "Effective From" date.
Validate question end dated in the past is disabled.
Validate the question's header is greyed out and has the "Effective From/To dates" text in the header.
Expand the disabled question.
Validate all items are disabled under disabled question.

Scenario 3: Test Design People - Validate Assessments Honor Question Effective From/To Dates

Specific Setup:

Assessment with each type of question available and not end dated.
Each question has at least 1 answer.

Steps

Navigate to "Client > Case Management > Service Management > Assessments".
Add a new assessment.
Validate all types of questions display.
Validate all answers also display.
Fill and save form.
Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Select desired assessment.
End date all answers for each question (i.e. set Effective From and Effective To Dates to current date).
Navigate to "Client > Case Management > Service Management > Assessments".
Open assessment.
Validate all types of questions display.
Validate all answers no longer display.
Close and Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
End date all questions.
Navigate to "Client > Case Management > Service Management > Assessments".
Open assessment.
Validate all types of questions no longer display.
Validate all answers no longer display.
Close and Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Remove end dates from all questions and answers.
End date one question.
Make an copy of the end dated question but add different answers.
Navigate to "Client > Case Management > Service Management > Assessments".
Create a new assessment.
Validate end dated question does not display.
Validate copied question with new answers displays.
Cancel and Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
End date an answer to a different question.
Add a new answer to the same question.
Navigate to "Client > Case Management > Service Management > Assessments".
Create a new assessment.
Validate end dated answer does not display.
Validate new answers displays.

Scenario 4: Test Design People - Validate Effective Dates Are Reset When Copying an Assessment

Specific Setup:

Assessment with all types of questions available to modify.

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Select Desired Assessment.
Expand a question.
Confirm fields are still modifiable on question:
Caption
Hide Remarks Button
Is Horizontal
Is Only Checked Printed
Hide Disabled on Print
Erase on Disable
Copy the current assessment.
Confirm after copying assessment, all questions and answers "Effective From" and "Effective To" dates are reset to "current date" and "" respectively.

Scenario 5: Test Design People - Validate End Dated Questions/Answers Appear in Prior Completed Assessments Before End Date

Specific Setup:

One question in an Assessment must have "Effective From" date at least two days prior.
One answer to a separate question must have "Effective From" date at least two days prior.
Client must have a previously completed assessment at least two days prior.

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Select desired Assessment in use from setup.
Add an "Effective To" date to a question.
Add a new question with answers.
Verify new question's "Effective From" date is the current date.
Add an "Effective To" date to an answer to a different question than above.
Add a new answer.
Verify new answer's "Effective From" date is the current date.
Save
Navigate to "Client > Case Management > Service Management > Assessments".
Open the previously completed assessment.
Verify the question that was ended is still visible.
Verify the new question that was added is not visible.
Verify the answer that was ended is still visible.
Verify the new answer that was added is not visible.
Add a new assessment.
Verify the old question that was ended is not visible.
Verify the new question that was added is visible.
Verify the old answer that was ended is not visible.
Verify the new answer that was added is visible.

Topics

• Assessments

ECS-56754 Summary | Details

Self Pay Plan ID Field

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

Billing Plan Setup NX [EDIT]
ContractsRatesSetup
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Self Pay Plan [EDIT]

Scenario 1: Self Pay Plan - Plan ID

Specific Setup:

System has a Self Pay Plan/Contract configured.

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
Select the "Self Pay Payer" from preconditions.
Edit the Contract.
Fill in a value up to 20 characters in the "Plan ID" field, Save.
Reopen and confirm results.
Attempt to enter more than 20 character, validate truncation at 20.
Remove the "Plan ID" data, save.
Reopen and confirm "Plan ID" is empty.

Topics

• Finance Setup

ECS-56769 Summary | Details

Minimize Calls Opened From Call Center Listing

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

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

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

Specific Setup:

Signed call available in Call Center.

Steps

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

Topics

• Call Center

ECS-56786 Summary | Details

Save as Draft for ABA Sessions

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

ABA 1:1 Session
Client Related Task - New [ADD]
Client Search
Client Service Entry
Confirm Completion
Save Session
Save Session as draft
Session
Session Notes
Session Notes Template
Sign Off on Session
Sign Off on Session - Signature
Signature
Staff Calendar

Scenario 1: Validate ABA Sessions Start/End Times

Steps

Internal Testing Only.

Topics

• Client

ECS-56800 Summary | Details

NIAM User Timeout

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

EvolvCS Client [EDIT]
Client Search

Scenario 1: Validate User Can Log Back in Successfully Following Timeout

Specific Setup:

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

Steps

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

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

Specific Setup:

Within Setup > System > EvolvCS System Setup > System Settings/Preferences, set the "Inactivity Timeout (hh:mm)" to 5 minutes.
User is configured for NIAM login.
System setup for NIAM logins.

Steps

Login utilizing NIAM user name.
Click the "Next" button.
On the NIAM pop up, enter the password.
Click the "Verify" button.
Wait for timeout message.
After the staff is timed out, repeat steps 1 thru 4.
Validate staff can log back in and Windows display as expected.

Scenario 3: Validate NTST User Able to Login Following Timeout

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• Login • Setup

ECS-56814 Summary | Details

Improved Performance for Viewing Billing Authorizations

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

AR Management
Authorization - Finance [EDIT]
Cash Receipts for Remittance
Client Search

Scenario 1: Validate Authorization Used SubReport

Specific Setup:

Scenario works with a claim that has been paid.
Claim should be linked to an "Authorization".
Service has been updated so that on rebill it consumes more units.

Steps

Navigate to "Client > Client Information > Billing Authorization > Information".
Select desired client.
Select desired "Authorization".
Scroll to "Authorization Used".
Validate the SubReport loads with the desired data.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Click "Add Action".
Select "Adjustment/Replacement".
Select "Calculate Rate".
Validate "Calculate Rate" returns desired data with updated "Units".
Save.
Wait for billing to run.
Validate "Adjustment Claim" has been generated.
Navigate to "Client > Client Information > Billing Authorization > Information".
Click "Refresh".
Scroll to "Authorization Used".
Validate the SubReport loads with the updated "Authorization Information".

Topics

• Finance • Widgets

ECS-56861 Summary | Details

277 Import Rejected Status

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

AR Management
Cash Receipts for Remittance
Choose File to Upload
Claim Submission Subform 2.0 Subform
Finance File Import
FinanceImportListing
Report: Claim Remittance Report

Scenario 1: Rejected Status on 277 Import

Specific Setup:

277 file available for upload.
Uncheck the "Ignore claims accepted from 277" within Agency Setup > Agency > Agency > Agency Information.
Staff has access to Finance module.

Steps

Navigate to "Finance > Imports/Exports > Imports > 277 Imports".
Upload 277 file.
After upload, expand the file and validate the "Status" field displays "Rejected".
Click on "Actions", and select "Remittance Report".
Validate the Claim line and the Service line "Status" fields display as "Rejected".
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Set the "Remittance Check" to the check from the 277 import file.
Set the Search parameters to the "Claim # Range" within the 277 import file, and click the "Search" button
Validate the "Status" text contains "Rejected".
Click on the "Claim # " link and validate the Claim Submission "Status (NX) contains "Rejected".

Topics

• Finance

ECS-56872 Summary | Details

Program Referrals - Remarks

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

New Referral to the Agency [ADD]
Person Information [ADD]
ProgramReferralSearch
Referral Made Status Subform
Referral Search
Referral to Program from Outside Source [Edit]
Referral to Programs from Outside - People Subform
Wizard
WizardMPISearch
Client Search
Critical Information

Scenario 1: Status of Referral Remarks

Specific Setup:

Staff has access to Client.
Staff has access to Program Referrals.
Referral does not have a program enrollment.

Steps

Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
Click the "Select Referral" button.
Click on the "New button.
Set the "Last Name", "First Name", and "Gender" to the desired information.
Click the "Proceed" button.
Check off "Create new record with information entered for desired referral, and click "Proceed" button.
Click the second "Proceed" button.
Set the "Referral Source", and the "Primary Reason for Referral" input box.
Set the "Program Referred to" and the "Initial Status", and click the "Finish" button.
Navigate to "Program Referrals > Program Referrals > Referral Information > Referral Information".
Click on "Select Referral"
Search and select the newly created referral.
Click on the "Referral Status" form line group.
Click on the "Remarks" pop out window.
Set the "Edit Memo" field to desired remarks and click the "Save" button.
Validate the "Remarks" field contains to the desired information entered within the "Edit Memo" field.
Click the "Save" button.

Scenario 2: Referral Status Change - Enrolled Client

Specific Setup:

Client is enrolled in program attached to referral.
Staff has access to Client.
Staff has access to Program Referrals.

Steps

Navigate to "Program Referrals > Program Referrals > Referral Information > Referral Information".
Click on "Select Referral"
Search and select referral.
Click on the "Referral Status" form line group.
Click on the "Remarks" pop out window.
Set the "Edit Memo" field to desired remarks and click the "Save" button.
Validate message "Referral status cannot be changed if the referral is enrolled in a program" displays.
Click the "Ok" button, and click the "Cancel" button.
Validate message "Cancelling will discard all changes. Are you sure?" displays.
Click the "Ok" button

Topics

• Program Referrals

ECS-56875 Summary | Details

835 Remittance Import

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

Claim Receivers Setup Form Set
Claim Remittance Transactions Subform
Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set
Finance File Import
FinanceImportListing
Receiver Information - All
Receiver Information Generic [EDIT]
Report: Claim Remittance Report

Scenario 1: Validate Duplicate Status And Payment From 835 Applies When Allow Duplicate Flag is checked

Specific Setup:

Requires a claim that is paid, has a reference number.
Requires an 835 that applies "Duplicate Status, Payment and Reference Number".

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click "Upload File".
Select desired "Remittance File".
Set "Deposit Save".
Click "Upload".
Validate the 835 uploaded.
Click "Actions" and select "Remittance Report".
Validate the desired claim is not listed.
Delete the uploaded remittance.
Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
Select desired receiver.
Check the flag "Allow Duplicate Status from 835".
Save.
Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click "Upload File".
Select desired "Remittance File".
Set "Deposit Save".
Click "Upload".
Validate the 835 uploaded.
Click "Actions" and select "Remittance Report".
Validate the desired claim has the payment applied.

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

Specific Setup:

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

Steps

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

Topics

• Finance • Finance Setup

ECS-56876 Summary | Details

Improvements To Front Desk Appointment Client Search

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

Active events by Program or Clinic2
Clinic Info
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
People Search
Program Listing By Agency and Worker
Workgroups for manual assignment to clients
Staff - Service Providers (by Staff_id) NES

Scenario 1: Front Desk Client Search on Workgroup

Specific Setup:

Staff has access to Front Desk.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select a future date.
Click the "View Calendar" button
Chose the "Program" tab within the filters, and select the desired program.
Double click the desired time slot to open the Appointment Information screen.
Within the Appointment Information screen enter the below:
"Staff Responsible" - Leave empty
"Workgroup" - Select desired workgroup
"Event" - Select desired events
"Date/Time" - Select desired Date/Time
"Person" - Select desired person
Click "Save", to save the desired appointment.
Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select the future date that was entered within step 6-d, and click on the "Refresh" button.
Validate the appointment created within Step 6 displays within the "Scheduled" column.
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.
Validate the appointment scheduled within Step 6 is displayed including the "Workgroup" name.
Click the "View Calendar" button.
Select a future date.
Double click the desired time slot to open the Appointment Information screen.
Within the Appointment Information screen enter the below:
"Staff Responsible" - Leave empty
"Workgroup" - Select desired workgroup
"Program" - Leave empty
"Clinic Responsible" - Select desired clinic
"Event" - Select desired events
"Date/Time - Select desired Date/Time
"Person" - Select desired person
Click "Save", to save the desired appointment.
Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select the future date that was entered within step 16-f, and click on the "Refresh" button.
Validate the appointment created within Step 16 displays within the "Scheduled" column.
Click on the "Select Client" button within the "Client Search" pane, and select the name of the person that was entered within Step16,g.
Validate the appointment scheduled within Step 16 is displayed including the "Workgroup" name.

Scenario 2: Front Desk Client Search – Without Workgroup

Specific Setup:

Staff has access to Front Desk.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select a future date.
Click the "View Calendar" button.
Chose the "Program" tab within the filters, and select the desired program.
Double click the desired time slot to open the Appointment Information screen.
Within the Appointment Information screen enter the below:
"Staff Responsible" - Select desired staff
"Workgroup" - Leave empty
"Event" - Select desired events
"Date/Time" - Select desired Date/Time
"Person" - Select desired person
Click "Save", to save the desired appointment.
Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select the future date that was entered within step 6-d, and click on the "Refresh" button.
Validate the appointment created within Step 6 displays within the "Scheduled" column.
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.
Within the "Appointments" Date Range, enter the From and Through Dates to view the appointment created in step 6.
Validate the appointment is visible within the "Client Search" pane.

Topics

• Front Desk • Workgroup

ECS-56880 Summary | Details

Program Discharge/Close Date

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

837 File
All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Plan Setup NX [EDIT]
Billing Rate - Placement Based NX [EDIT]
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim/Invoice Batch [VIEW]
Client Critical Information Form Set
Client Search
ContractsRatesSetup
Critical Information
FinanceClaims
Immediate Billing Run Request [ADD]
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Program Enrollment [Edit]
Submitter Information
Type Of Discharge
Placement NX Form Set
Billing Plan Output [EDIT]

Scenario 1: Discharge Date on Claim Output

Specific Setup:

Within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup", select desired payer.
Click on "Actions > Edit this plan".
Select the "Plan/Contract Rates" tab, and select desired program.
Click on desired rate, and click on the "History Tab".
Select desired billing rate, and ensure that the below fields are checked.
"Output Discharge Date as Statement To Date"
"Use Agency Admit/Discharge Date Only for Determining Claim Frequency and Patient Status"
Program end dated for client.

Steps

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

Scenario 2: Exclude Program Discharge Date on Claim Output

Specific Setup:

Within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup", select desired payer.
Click on "Actions > Edit this plan".
Select the "Plan/Contract Rates" tab, and select desired program.
Click on desired rate, and click on the "History Tab".
Select desired billing rate, and set the below fields:
"Output Discharge Date as Statement To Date", is checked.
"Use Agency Admit/Discharge Date Only for Determining Claim Frequency and Patient Status", is not checked.
Program end dated for a client.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information", and select your desired client.
On the desired program click the ellipsis, and set the "Actual End Date-Time" field and click "Save".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management",
Click the "New Run" button and select "Immediate Run".
Set the "Submitter", "Run Description" " Through Date".
Within the Clients Selection, set the "Limit to Client" to the client utilized within step 1 and 2.
Click the "Save" Button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History", and click on the "Start Billing Now" button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
After the billing job completes, click on the "Actions" button, and select "Open Batch"
Click the "Create Output" button, and click on the "Download Electronic File" button.
Validate the DTP segment for desired claim does not include the program discharge date entered within step 2.

Scenario 3: Output Discharge Date as Statement

Specific Setup:

Within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup", select desired payer.
Click on "Actions > Edit this plan".
Select the "Plan/Contract Rates" tab, and select desired program.
Click on desired rate, and click on the "History Tab".
Select desired billing rate, and ensure that the below fields are not checked.
"Output Discharge Date as Statement To Date"
"Use Agency Admit/Discharge Date Only for Determining Claim Frequency and Patient Status"
Program end dated for a client.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information", and select your desired client.
On the desired program click the ellipsis, and set the "Actual End Date-Time" field and click "Save".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click the "New Run" button and select "Immediate Run".
Set the "Submitter", "Run Description" " Through Date".
Within the Clients Selection, set the "Limit to Client" to the client utilized within step 1 and 2.
Click the "Save" Button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History", and click on the "Start Billing Now" button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
After the billing job completes, click on the "Actions" button, and select "Open Batch"
Click the "Create Output" button, and click on the "Download Electronic File" button.
Validate the DTP segment for desired claim does not include the discharge date entered within step 2.

Topics

• Finance • Finance Setup

ECS-56891 Summary | Details

Multiple Qualifying Services Lists Linked to Same Rate

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

Billing Batch Claims Review
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Plan - Rates Setup NX [EDIT]
Billing Plan Setup NX [EDIT]
Billing Qualifying Services Link to Rate Subform
Billing Qualifying Services List [EDIT]
Billing Qualifying Services Subform
Billing Rate - Placement Based NX [EDIT]
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
ContractsRatesSetup
FinanceClaims
Immediate Billing Run Request [ADD]
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Placement NX Form Set

Scenario 1: Validate "Use Distinct" with Multiple Qualifying Service Lists

Specific Setup:

Requires a rate that is set up to require "Qualifying Services".
The "Qualifying Service" list contains at least two different services.
Rate that bills "Facility Placement" services.
Billing Rate has both "Every QS List Required" and "Qualifying Service Required" checked off.

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
Select desired "Payor".
Drill down into desired "Plan" to select desired "Program/Service and Rate".
Open the rate history and scroll to "Qualifying Services Rules".
On the first line, set the "Min Number" and "Max Number to desired numbers.
On the second line, set the "Min Number" and "Max Number to desired numbers, and Check "Use Distinct Events".
Save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Enter multiple "Qualifying Events".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" to generate a billing run for the desired client.
Once billing has completed, validate claims generated for the "Qualifying Event".
Open desired claim and validate the "Qualifying Services Used".

Topics

• Finance

ECS-56908 Summary | Details

Enable Rsource Family Portal

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

RFPDefault

Scenario 1: Resource Family Portal - Validate Log-In Enabled for Agencies

Steps

Internal Testing Only.

Topics

• Resource Family Portal

ECS-56925 Summary | Details

Performance Improvements for Eligibility (271) Imports

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

Benefit Assignment [EDIT]
Client Search
Eligibility File
Finance > Imports/Exports > Imports > Eligibility (271) Imports
Finance File Import
FinanceImportListing
Report: Benefits Details
Report: Clients Processed OK

Scenario 1: Validate Eligibility (271) Import

Specific Setup:

Requires a 271 Eligibility Import File.

Steps

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

Topics

• Finance • Finance Setup • Reports

ECS-56930 Summary | Details

Resource Families Portal Access

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

Applicant Member Information Form Set
Applicants Information Form Set
Resource Family Members
Resource Family Search

Scenario 1: Portal Access Formset Member

Specific Setup:

Staff must have access to Resource Families module.
Resource Family must contain at least one member.

Steps

Navigate to "Resource Families > Applicants > Information > Member Information".
Click "Select Family" button, and select desired family.
Click the "+" to expand the desired member.
Validate that "Portal Access" is available in between "Income" and "Employment History".
Click on the "Portal Access" tab.
Validate the form opens.

Topics

• Resource Families

ECS-56931 Summary | Details

Resource Families Portal Access

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

Applicant Member Information Form Set
Applicants Information Form Set
Foster Parent Login [EDIT]
Resource Family Member Information Form Set
Resource Family Members
Resource Family Search

Scenario 1: Resource Parent Activated Portal Field

Specific Setup:

Staff must have access to Resource Families module.
Resource Family must contain at least one member.

Steps

Navigate to "Resource Families > Applicants > Information > Member Information".
Click "Select Family" button, and select desired family.
Click the "+" to expand the desired member.
Click on the "Portal Access" tab.
Confirm that the first checkbox is captioned "Has Activated Portal Access?".
Navigate to "Resource Families > Foster/Adoptive Home > Information > Member Information".
Click "Select Family" button, and select desired family.
Click the "+" to expand the desired member.
Click on the "Portal Access" tab.
Confirm that the first checkbox is captioned "Has Activated Portal Access?".

Topics

• Resource Families • Resource Family Portal

ECS-56932 Summary | Details

Resource Family Portal

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

Applicants Information Form Set
EvolvCS Client [EDIT]
Foster Parent Login [EDIT]
Microsoft Outlook
Security Schemes for Resource Family Portal
Worker Role for Resource Family Portal
Applicant Member Information Form Set
myEvolv Resource Family Portal Login
Resource Family Members
Resource Family Search
RFPDefault

Scenario 1: Resource Family Portal User Activation Email

Specific Setup:

Member must have access to the Resource Family Portal.
Resource Family Member must have the below fields set on their record.
"Allow Access to Portal Checkbox"
"Email Address"
"Portal Navigation Scheme"
"Portal Worker Role"
Logo is set in "Agency Logo for Login Screen" within System Settings/Preferences

Steps

Navigate to "Resource Families > Applicants > Information > Member Information".
Click on "Select Family" and chose desired family.
Click on "Member Information" and expand the desired member to view additional information.
Click on the "Portal" tab and set the "Allow Access to Portal Checkbox", "Email Address", " Portal Navigation Scheme" and "Portal Worker Role".
When the email is received, validate the verbiage and logo.

Scenario 2: Agency Logo for Login Screen

Specific Setup:

Member must have access to the Resource Family Portal.
Resource Family Member must have the below fields set on their record.
"Allow Access to Portal Checkbox"
"Email Address"
"Portal Navigation Scheme"
"Portal Worker Role"
Logo is set in "Agency Logo for Login Screen" within System Settings/Preferences

Steps

Navigate to "Resource Families > Applicants > Information > Member Information".
Click on "Select Family" and chose desired family.
Click on "Member Information" and expand the desired member to view additional information.
Click on the "Portal" tab and set the "Allow Access to Portal Checkbox", "Email Address", " Portal Navigation Scheme" and "Portal Worker Role".
When the email is received, validate the logo.

Topics

• Resource Family Portal • Setup

ECS-56964 Summary | Details

Merge Utility

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

Client Search
Initial Enrollment for New Person [ADD]
Merge Utility
Methods Treatment Plan [ADD]
Objectives Treatment Plan [ADD]
Outside Organizations - distinct
People Search
Person Information [ADD]
Placement Events by Agency/Program - People2
Problem Category Lookup - Not Safety Plan
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Referral Reason Table
ServicePlanForm
Staff - Service Providers (Caseloads - Zip Zones)
Treatment Plan Library (by Category)
Wizard
Worker Role (to a client or in a workgroup) Table

Scenario 1: Merge Utility – Validate Duplicate Can Be Deleted After Merging Treatment Plans

Specific Setup:

Client A available to be merged and deleted.
Client A enrolled in treatment plan.
Client B to merge Client A into.

Steps

Navigate to "Client > Case Management > Plan Development > Planning".
Select or create new client.
Start a new treatment plan for client.
Fill form and save.
Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
Select Client as Duplicate Person.
Select a different client as Permanent Person.
Merge Duplicate Person into Permanent Person.
Delete any remaining items from Duplicate Person.
Delete Duplicate Person.
Validate successful deletion.

Topics

• Treatment Plans • Utilities

ECS-56977 Summary | Details

Merge Utility

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

Merge Utility
People Search

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

Specific Setup:

Duplicate client with Alerts/Restrictions.

Steps

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

Topics

• Utilities

ECS-56988 Summary | Details

Mirror Billing Performance Optimization

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

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

Scenario 1: Billing Placement Services Using "Allow Billing Non-Overnight Stay" And Transfer Is Within The Same Facility

Specific Setup:

Rate is flagged to bill for non-overnight stays.
Client has transferred beds within the same Facility.

Steps

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

Topics

• Client • Finance • Finance Setup

ECS-56989 Summary | Details

Billing Run Performance

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

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

Scenario 1: Validate Billing Honors Placement Disruption Limit

Specific Setup:

Scenario works with client that can bill "Facility Placement" services over the span of a year.
"Facility Placement" rate should be set up with "Placement Disruption" rules with "Unit Limit" and will stop billing when limit is reached.
Client should have "Placement Disruption" that is over the "Unit Limit.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Validate the system generated desired claims.
Validate the "Placement Disruption" that is over the "Unit Limit" did not bill.

Topics

• Finance • Finance Setup

ECS-57003 Summary | Details

Performance Improvements for Workflows

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

Client Related Task - New [DELETE]
Client Related Task - New [EDIT]
Client Search
Client Service Entry

Scenario 1: Daily Tickler Test For Enrollment & Service Completion Workflow Triggers

Specific Setup:

System needs to have Daily Tickler running overnight.
An ongoing workflow that is triggered by program enrollment.
An ongoing workflow workflow that is triggered by completing an event.
Initial workflows triggered by program enrollment & completing an event.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Confirm scheduled tasks are created as expected.
Delete the tasks.
Wait for Daily Tickler to run.
Confirm ongoing tasks are scheduled out again, and initial tasks are not.

Topics

• Workflows

ECS-57095 Summary | Details

ClientUpdated Messages

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

Client Personal Information [EDIT]
Client Search
Degree Table
Grade Table
People Degrees [ADD]

Scenario 1: ClientUpdated -Validate Education Levels

Steps

Internal Testing Only.

Topics

• CareConnect

ECS-57098 Summary | Details

Workgroup Assignment

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

Client Search
Critical Information
Direct Care Workgroup Assignment [ADD]
Direct Care Workgroup Assignment [DELETE]
Direct Care Workgroup Assignment [EDIT]
Program Enrollment [Edit]
Worker Assignments [ADD]
Worker Assignments [DELETE]
Worker Role (to a client or in a workgroup) Table
Workgroups by Program

Scenario 1: Validate Client Does Not Appear in "My Clients" Widget When Workgroup Assignments Is End-Dated

Specific Setup:

Desired Worker that is assigned only to one workgroup.
Workgroup has "Include in MyEvolv Worker Security" enabled.
Client that is actively enrolled in a program.
Desired Worked is not linked to the client or program in any way.
Second worker with administrative rights.

Steps

Log into worker with admin rights.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select desired client.
Add workgroup for second desired worker.
Logout and log into second desired worker.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Search for client.
Validate client Program Enrollment information displays.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select "My Clients" widget.
Validate desired client exists.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
End-date the workgroup assignment.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Validate client does not exists in "My Clients" widget.
Logout and log into admin worker.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Un-end-date the workgroup assignment.
Logout and log into second desired worker.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Add second worker as New Direct Staff.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Validate client only appears once on "My Clients" widget.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
End-date clients program enrollment.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Validate client does not appear on "My Clients" widget.

Topics

• Client • Taskbar • Widgets

ECS-57100 Summary | Details

Enrollment Form "Service Facility" Look Up Table "Available" Clients

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

Client Search
Critical Information
Placement Events by Agency/Program - People2
Program Enrollment [Delete]
Program Enrollment From Service Track [ADD]
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Service Facilities Form Set
Service Facilities Listing
Staff - Service Providers (Caseloads - Zip Zones)
Worker Role (to a client or in a workgroup) Table

Scenario 1: Facility Availability - Validate The Available Number Counts

Specific Setup:

At least one facility exists where "Total Availability", "Male Availability" and "Female Availability" are known
At least two clients to enroll that are "Female"
At least two clients to enroll that are "Male".

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Enroll the first male client into the program.
Validate the values on the "Services Facility" are equal to the known starting values.
Enroll a second male client.
Validate the values on the "Services Facility" for "Total" decreases by 1.
Validate the values on the "Services FacilityFacilty" for "Males" decreases by 1.
Enroll a female client.
Validate the values on the "Services Facility" for "Total" decreased by 2, from the start amount.
Validate the values on the "Services Facility" for "Males" decreases by 2, form the start amount.
Validate the values on the "Females" remains equal to the starting amount.
Enroll a second female client.
Validate the values on the "Services Facility" for "Total" decreased by 3, from the start amount.
Validate the values on the "Services Facility" for "Males" remained the same.
Validate the values on the "Females" remains decreased by 1.
Start to add another client.
Validate the values on the "Services Facility" for "Total" decreased by 4, from the start amount.
Validate the values on the "Services Facility" for "Males" remained the same.
Validate the values on the "Females" remains decreased by 1. (a total of 2 from start amount).
Discharge the clients from the program.
Validate the values increase.

Topics

• Client

ECS-57104 Summary | Details

Waterfall Claims

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

All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claim Service Lines NX Subform
Claims Submission For Remittance NX [EDIT]
Message from webpage - This will delete the transaction. Do you want to continue?

Scenario 1: Validate Calculate Rate Will Not Include Services Billable To Secondary Payer That Were Not Part of Original Claim

Specific Setup:

Requires a client with two different claims for services that were provided on the same day.
Claims should have same procedure code, but billed with different rate setup.
Client should also have a secondary "Benefit Assignment" that can bill both services, but are set up to use the same rate.
Services should also be set up with "Service Line Consolidation".

Steps

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

Topics

• Finance

ECS-57108 Summary | Details

Payroll Invoices

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

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

Scenario 1: Validate Payroll Invoice Generates After Service Has Been Billed

Specific Setup:

Requires a service that can be billed.
Service should also be set up with a "Payroll Rate".
Staff providing service should be set up with "Payroll".

Steps

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

Topics

• Finance

ECS-57114 Summary | Details

CareFabric Diagnosis Message Optimization

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

1. Simple Service Entry [ADD]
Axis I - B2E [ADD]
Axis I - B2E Subform
Client > Client Information > Health Information > Diagnoses Information
Client > Client Information > Personal Information > Demographics
Client Service Entry
Diagnosis General
Diagnosis General [EDIT]
Diagnosis Search Service
Priority Table
Select Client
Standard Codes - Condition Verification Status

Scenario 1: Validate Diagnosis Messages Are Created on Diagnosis Entry Form and Diagnosis SubForms for B2E Events

Specific Setup:

Internal testing only.

Steps

Internal testing only.

Topics

• Client

ECS-57115 Summary | Details

Login Security Performance

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
Worker Assignment - Primary Worker [EDIT]
Direct Care Workgroup Assignment [EDIT]
Workgroup Setup - Auto Assign by Program [EDIT]
WorkGroups Auto Assigned on Program Form Set
Workgroups for auto assign on program enrollment
Workgroup Setup Auto Assign on Intake [EDIT]
WorkGroups Auto Assigned to All Form Set
Workgroups for auto assignment on intake

Scenario 1: Validate Client Access via Direct Worker Assignment

Specific Setup:

Staff with direct worker assignment within "Client > Client Information > Critical Information > Enrollment Information".
Client does not have a "Workgroup Assignment" associated.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Click the "Select Client" button and set the name to desired client.
Validate the staff name within the "Worker Assignments" field.
Log out.
Utilizing the same staff name, log in.
Navigate to "Client > My Client > My Client > My Client".
Click on the "Select Client" button.
Set the "Client Search" box to "%".
Validate all clients returned within the search are assigned to the logged in staff.

Scenario 2: Validate Direct Access to a Client via Direct Worker Assignment and Workgroup Assignment

Specific Setup:

Staff with direct assignment to client(s).
Staff within Workgroup Assignment set to a client(s).

Steps

Login as staff who has direct assignment to client(s) and a workgroup set to clients.
Navigate to "Client > Client Information > Critical Information > Enrollment Information", and click on "Select Client".
Set the last name to the desired last name.
Validate the client(s) returned in the results are directly assigned and/or within the workgroup for the staff from step 1.
Navigate to "Agency > Workgroups > Assigned to Program > Information".
Click "Select Workgroup", and choose the workgroup where the staff is assigned from step 1.
Set the "End Date" to previous date from the current date, and click the "Save" button.
Log out.
Login as the same staff from step 1.
Navigate to "Client > My Client > My Client > My Client"
Click on the "Select Client" button, and set the "Last Name" to "%".
Validate the "Name" results do not contain the clients within the workgroup that was end dated within step 7.

Scenario 3: Assigned to All Workgroup With No Direct Client Assignments or Other Workgroups

Specific Setup:

Staff is within Assigned to All Workgroup, and no other Workgroups.
Staff is not directly assigned to clients.

Steps

Navigate to "Agency > Workgroups > Assigned to All > Information" and select the desired Workgroup.
Add "Worker Name", "Role in Group", "Start Date".
Click on "Save" button.
Log in using the same "Worker Name"/staff as entered within step 2.
Validate there is no latency when logging in.
Navigate to "Client > MyClient > MyClient > MyClient" and click on the "Select Client" button.
Set the Search box to "%".
Validate all Clients are returned.
Navigate to "Agency > Workgroups > Assigned to All > Information, and select the Workgroup that was utilized within step 1.
On the "Worker Name" that was used within step 2, enter an "End Date", and click the "Save" button.
Log out.
Using the same staff, log back in.
Navigate to "Client > MyClient > MyClient > MyClient" and click on "Select Client".
Set the Search box to "%".
Validate no clients are returned.

Topics

• Client • Workgroup

ECS-57124 Summary | Details

NIAM User Timeout

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

Client Search

Scenario 1: Validate NIAM Users Able To Log Back Into Session Following Timeout

Specific Setup:

Within Setup > System > EvolvCS System Setup > System Settings/Preferences, set the "Inactivity Timeout (hh:mm)" to 5 minutes.
User is configured for NIAM login.
System setup for NIAM logins.

Steps

Login utilizing NIAM user name.
Click the "Next" button.
On the NIAM pop up, enter the password.
Click the "Verify" button.
Wait for timeout message.
After the staff is timed out, repeat steps 1 thru 4.
Validate staff can log back in and Windows display as expected.

Topics

• Login

ECS-57134 Summary | Details

Staff Signatures on Printed Events

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

Activities - Group Activities [ADD]
Activities - Group Activities [EDIT]
Activities - Group Activities [VIEW] *SIGNED*
Billing staff credentials
Capture Signature
Client Search
Client Service Entry
eMAR [ADD]
eMAR [EDIT]
eMAR [VIEW] *APPROVED*
eMAR Outcomes
EvolvCS System [EDIT]
Get Date Time [EDIT]
Medication History TOD Bands View
People Medication History eMAR Only
Print Preview
Select Group
Staff Credentials History Subform
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]

Scenario 1: Validate Staff e-Signatures in Service Events

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Search and select desired Staff.
Scroll down to "Credentials and Signatures History" sub form.
Click the "Click to Upload Image" link.
Select "Capture Signature" from Click to Upload Image link.
Click Sign.
Write a signature in the text area.
Click Save.
Fill out required fields
Click Save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired Client.
Click "Add Event".
Select desired Event that has e-signature available from the "Add Event" drop down list.
Capture the Client's signature.
Fill out required fields.
Click Save.
Click "Actions".
Select "Electronically Sign" from the Actions drop down list.
Click "Ok" in the message pop-up window, if necessary.
Click into the Service Event.
Click the "Print" button.
Select "Print Form" from the Print drop down list.
Verify both the Client's and Staff's e-signatures are visible.
Close out of both the Print Preview and Service Event.
Navigate back to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Click previously selected Staff's profile row.
Scroll down to "Credentials and Signatures History" sub form.
Click the Signature link.
Select "Remove Uploaded" from the Capture Signature link.
Click Save.
Navigate back to "Client > Case Management > Service Management > Service Entry".
Click "Add Event".
Select desired Event that has e-signature available from the "Add Event" drop down list.
Capture the Client's signature.
Fill out required fields.
Click Save.
Click "Actions".
Select "Electronically Sign" from the Actions drop down list.
Click "Ok" in the message pop-up window, if necessary.
Click into the Service Event.
Click the "Print" button.
Select "Print Form" from the Print drop down list.
Verify the Client's signature is visible.
Verify the Staff's signature is listed as "Electronically Signed".
Close out of both the Print Preview and Service Event.
Navigate back to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Click previously selected Staff's profile row.
Scroll down to "Credentials and Signatures History" sub form.
Click the Signature link.
Capture a signature.
Save the signature.
Set a date after the effective date in the "Expiration Date" field.
Click Save.
Navigate back to "Client > Case Management > Service Management > Service Entry".
Click "Add Event".
Select desired Event that has e-signature available from the "Add Event" drop down list.
Capture the Client's signature.
Fill out required fields.
Click Save.
Click "Actions".
Select "Electronically Sign" from the Actions drop down list.
Click "Ok" in the message pop-up window, if necessary.
Click into the Service Event.
Click the "Print" button.
Select "Print Form" from the Print drop down list.
Verify the Client's signature is visible.
Verify the Staff's signature is listed as "Electronically Signed".
Close out of both the Print Preview and Service Event.
Navigate to "Groups > Service Management > Service Management > Service Entry"
Search and select desired Group.
Click "Add Event".
Select desired Event that has e-signature available from the "Add Event" drop down list.
Fill out required fields.
Click Update.
Fill out other required fields.
Click Save.
Click the Service Event.
Click the "Basic Approval Workflow - eSignature" button.
Fill out required fields.
Click the "Route" button.
Click the Service Event.
Click Print.
Select "Print Form" from the Print drop down list.
Verify the Staff's signature is listed as "Electronically Signed"
Close out of both the Print Preview and Service Event.

Topics

• Client

ECS-57146 Summary | Details

My Tasks Widget Performance

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

Client Related Task - New [ADD]
Client Related Task - New [DELETE]
Client Search
Workgroups (All2)

Scenario 1: Validate “My Tasks” Widget Only Displays Workgroup Tasks Scheduled for Its Enrolled Staff

Specific Setup:

Available admin account to log into.
Available Staff enrolled in Workgroup A to log into.
Staff not enrolled in a Workgroup B.

Steps

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

Topics

• Widgets • Workgroup

ECS-57147 Summary | Details

Finance Processing History

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

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

Scenario 1: Validate Finance Processing History

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Immediate Run".
Fill in required fields to generate a billing run.
Click "Billing Processing History".
Click "Start Billing Now".
Click "Refresh".
Validate "Billing Processing Log" row exists with today's date and start time.
Click "Actions" button.
Select "View Detailed Status".
Validate it contains "Processing History"
Wait 10 seconds.
Validate screen automatically updates with processing history.

Topics

• Finance

ECS-57154 Summary | Details

ASC X12N 837 Professional Claims Output

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
FinanceClaims
Immediate Billing Run Request [ADD]
Notepad
Receiver Information - All
Receiver Information X12 Submissions [EDIT]
Submitter Information

Scenario 1: Validate 837 Output Honors The Flag Suppress Supervisor Loop in 2310D

Specific Setup:

Requires a billable service that has been submitted and approved by same staff that provided the service.

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
Select desired "Receiver"
Click on "Settings for 837P" in navigation pane.
Check the flag "Suppress Supervisor Loop in 2310D if staff providing service is same as staff approving service".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Select "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Open the "Billing Batch".
Create Output.
Download and open the "837 Output".
Validate the "NM1*DQ" segment does not exist with the staff name.

Topics

• Finance

ECS-57187 Summary | Details

Lab Results Including Duplicate LOINC Codes and OrderConnect Integration

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

Client Search
Current Medication Profile
Current Order Profile
Lab Result Detail

Scenario 1: New LOINC Entered in OrderConnect Is Stored In Medical Library and Duplicate LOINC Code Test/Results Saved

Specific Setup:

System configured with OrderConnect.
Access to LOINC Medical Library.
Client has existing Lab Results from OrderConnect.

Steps

Navigate to "Setup > Medical Libraries Maintenance > Medical Library > LOINC" take note of a LOINC record.
Navigate to "Client > Client Information > Health Information > Lab Tests".
Edit the OrderConnect Lab Results.
Launch OrderConnect.
In the Order Connect application, navigate to lab results area and add a new result using the LOINC code and description identified earlier.
Save in Order Connect, close and refresh.
Navigate to "Setup > Medical Libraries Maintenance > Medical Library > LOINC"
Filter for "LOINC" used.
Validate record is displayed.
Navigate to "Client > Client Information > Health Information > Lab Tests".
Edit the OrderConnect Lab Results.
Launch OrderConnect.
In the Order Connect application, navigate to lab results area and add a new result using the LOINC code that is not present in the system.
Save in Order Connect, close and refresh.
Navigate to "Setup > Medical Libraries Maintenance > Medical Library > LOINC"
Filter for the LOINC code used.
Validate record is displayed.
Navigate to "Client > Client Information > Health Information > Lab Tests".
Launch OrderConnect.
In the Order Connect application, navigate to lab results area and add a new result that is identical to a preexisting result.
Validate the LOINC, dates and results are all the same.
Save in Order Connect, close and refresh.
Validate the "Listing" shows the duplicate test as well as the original tests.

Topics

• OrderConnect

ECS-57287 Summary | Details

Lab Results Including LOINC and OrderConnect Integration

Scenario 1: LaboratoryResult Messages - Imported LOINC Codes Support Up To 50 Characters - "Vocabularies.Code"

Steps

Internal Testing Only.

Topics

• CareConnect

ECS-57299 Summary | Details

Billing Requests

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

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

Scenario 1: Execute Billing

Steps

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

Topics

• Finance

ECS-57306 Summary | Details

Calculate Rate - Billing Not Available in Line Mode

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

All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance

Scenario 1: Validate Calculate Rate - Billing Not Available In Line Mode

Specific Setup:

Requires claims that can be remitted.
Scenario works with various claims with different statuses.
At least one claim should be in "Denied" status.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Click "Search" button.
Click "Line" checkbox.
Click "Denied" button.
Validate only "Denied" claims listed.
Click "Bulk Actions" button.
Validate "Adjustment/Replacement" link is not listed.
Validate "Recreate to New Payer" link is not listed.
Click "Resubmit" button.
Check desired claim checkbox.
Click "Remaining Balance" dropdown.
Validate "Calculate Rate" or "Calculate Rate - Billing" is not listed.
Click "Group By" dropdown list.
Select "Status".
Validate claims are grouped by "Denied".
Click "Bulk Actions" button on the "Denied" row.
Validate "Adjustment/Replacement" link is not listed.
Validate "Recreate to New Payer" link is not listed.

Topics

• Finance

ECS-57308 Summary | Details

Claims in Voided/Rejected Status Cannot Be Waterfalled.

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

AR Management
Cash Receipts for Remittance
Finance File Import
FinanceImportListing
All Clients With Security Listing by PeopleID

Scenario 1: Validate Actions On Claim With Rejected Status

Specific Setup:

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

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Set search parameters to search for desired claim.
Click "Search".
Validate the claim has a status of "Rejected".
Click "Add Actions".
Validate the "Action" row is visible.
Click on "Action" dropdown list.
Validate desired "Actions" are visible.
Validate "Resubmit To Other/Waterfall" is not available.
Click "Rejected" link to group by "Rejected" claims.
Click "Bulk Actions" button.
Validate desired "Actions" rare listed.
Validate "Resubmit To Other/Waterfall" is not available.
Select "Resubmit".
Save.

Scenario 2: Validate Bulk Resubmit To Other/Waterfall Does Not Exist On Voided Claims

Specific Setup:

Requires claims that have been voided.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for "Voided Claim.
Click "Search" button.
Click "Add Action".
Validate "Resubmit to Other/Waterfall" is not listed in the "Action" dropdown list.
Click "Void" link to group by "Voided" claims.
Validate "Bulk Action" button is not available.

Topics

• Finance

ECS-57382 Summary | Details

Bells.ai Note Entry Has The Ability to Use myEvolv Basic Routing

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

Bells Individual therapy
Chart
Client Search
Client Service Entry
General Service Note (auto date) [VIEW] *SIGNED*
Nav Menu
Patients
Session Information
sign note

Scenario 1: Bells.ai - Validating Note Entry In Bells.ai Functions with Basic Routing in myEvolv

Specific Setup:

In myEvolv, Basic Routing will need to be configured.
The staff used in myEvolv will need to be linked to the login used in Bells.ai
The staff used in myEvolv will need to have a supervisor.
The event in myEvolv that will be used for the note in Bells.ai must be configured for Basic Routing for the program being used.
The Basic Routing logic in myEvolv is known.

Steps

In Bells.ai, create a note for the service.
Select the information noted in the precondition.
When the note is signed validate the "approver" displays and is the person's supervisor in myEvolv.
In myEvolv the service will be created for that client.
Validate the service displays.
Validate the service was routed according to the routing setup.

Topics

• Routing

ECS-57403 Summary | Details

Scanning

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

Client Search
Scan Document

Scenario 1: Validate NX Scanning - Single Page

Specific Setup:

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

Steps

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

Topics

• Forms

ECS-57422 Summary | Details

UDF Assessment with Multiple Answers

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

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

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

Steps

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

Topics

• Assessments

ECS-57478 Summary | Details

Staff Facility Select Functionality

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

Date Range (Req) with Parms7 and Select [ADD]
Report Selection Picklist
Report: Remittance Cash Drawer Report
Staff Lookup their own information [EDIT]
Billing Batch Claims Review
Billing Run NX [VIEW]
FinanceClaims
Cash Received Maintenance (System) [EDIT]
Deposit Slip with Remittance [EDIT]

Scenario 1: Cash Drawer Report Filter

Specific Setup:

Staff has access to the Finance module.

Steps

After login, click on the person icon to view the logged in user information.
Check off the "Is Staff Facility Select Enabled", click the "Save" button, and close the window.
Click the "Logout" link to logout.
Utilizing the same user from step 1, login.
Validate the "Select a Facility for Session" field is enabled, and select desired facility.
Navigate to "Finance > Reports > Cash Drawer > Remittance Cash Drawer".
Validate that the "Facility" field defaults to the facility chosen at login.
Set the required fields: "From Date", "Through Date", and "Report Selection".
Click the "Preview" button.
Validate the "Select Criteria: Facility" is the facility chosen at login, step 5.
Click the "Close" button.

Scenario 2: Batches Not Sent Widget - Staff Facility Filter

Specific Setup:

Login as a staff that has multiple managing offices set on their staff profile.
The "Is Staff Facility Select Enabled" field is checked off on "Staff Look Up Their Own Information".
"Batches Not Sent" Widget is enabled for staff.
System has multiple Batches, which were created by different Staff, and of which have not been marked as sent.

Steps

Login with a staff that has the "Is Staff Facility Select Enabled" checked off.
Select a facility from the "Select a Facility for Session" drop down.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview", and view the "Batches Not Sent" Widget.
Validate there are batches within the widget for the logged in staff from step 1, and click on the "Total Claims".
Click the "View Billing Run" button.
Validate the "Limit to Service Facility" is the same that was chosen within step 2.
Click "X" to close the Billing Batch Claims Review window.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Within the "Batches Not Sent" Widget, validate there are batches within the Widget for a different staff than the staff used within step 1.
Click on the "Total Claims" and click on the "View Billing Run" button.
Validate the "Staff Who Ran" field is the same as the staff within step 10.
Validate the "Limit to Service Facility" is the same that was chosen within step 2.
Click "X" to close the Billing Batch Claims Review window.
Click the Logout link.

Scenario 3: Batches With No Response Widget - Staff Facility Filter

Specific Setup:

Staff login has multiple managing offices set on their staff profile.
The "Is Staff Facility Select Enabled" field is checked off on "Staff Look Up Their Own Information".
"Batches With No Response" Widget is enabled for staff.
Claims that have not been remitted by funder, but are within a sent batch.

Steps

Login with a staff that has the "Is Staff Facility Select Enabled" checked off.
Select a facility from the "Select a Facility for Session" drop down.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview", and view the "Batches With No Response" Widget.
Validate there is a batch present within the "Batches With No Response".
Click on the "Claims" link.
Click the "View Billing Run" button
Validate the "Limit to Service Facility" is the same that was chosen within step 2.
Click "X" to close the "Billing Run Review" window.
Click "X" to close the "Billing Batch Claims Review" window.
Click the Logout link.

Scenario 4: Open Remittance Widget - Filter by Staff Facility

Specific Setup:

Remittance that still has an outstanding unallocated balance.
The "Is Staff Facility Select Enabled" field is checked off on "Staff Look Up Their Own Information".
"Open Remittance" Widget is enabled for staff.

Steps

Login with a staff that has the "Is Staff Facility Select Enabled" checked off.
Select a facility from the "Select a Facility for Session" drop down.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview", and view the "Open Remittance" Widget.
Click on the "Number" link and validate the "Office" is the same "Facility" chosen within step 2.
Close the window and click on the staff icon.
Uncheck the "Is Staff Facility Select Enabled" field, and click the "Save" button.
Click the "Close" button and Logout.
Login with the same staff used within step 1.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview", and view the "Open Remittance" Widget.
Click on the "Number" link for one of the remittances, and validate the "Office" differs from the facility selected from step 2 and 4.

Scenario 5: Batches Requiring Action Widget - Filter by Staff Facility

Specific Setup:

Staff login has multiple managing offices set on their staff profile.
The "Is Staff Facility Select Enabled" field is checked off on "Staff Look Up Their Own Information".
"Batches Requiring Action" Widget is enabled for staff.
At least one claim batch is limited to a facility for staff.

Steps

Login with a staff that has the "Is Staff Facility Select Enabled" checked off.
Select a facility from the "Select a Facility for Session" drop down.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview", and view the "Batches Requiring Action" Widget.
Validate there is a batch present within the "Batches Requiring Action" Widget.
Click on the "Claims" link.
Click the "View Billing Run" button
Validate the "Limit to Service Facility" is the same that was chosen within step 2.
Click "X" to close the "Billing Run Review" window.
Click "X" to close the "Billing Batch Claims Review" window.
Click the "Person Icon" link, and uncheck the "Is Staff Facility Select Enabled" field.
Click the "Save" button, click "X" to close the window, and click the "Logout" link.
Log back in using the same staff selected within step 1.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview", and view the "Batches Requiring Action" Widget.
Validate there is a batch present within the "Batches Requiring Action" Widget.
Click on the "Claims" link.
Click the "View Billing Run" button
Validate there is nothing present within the "Limit to Service Facility" field
Click "X" to close the "Billing Run Review" window.
Click "X" to close the "Billing Batch Claims Review" window.
Click the "Logout" link.

Scenario 6: Remittances Requiring Action Widget - Filter by Staff Facility

Specific Setup:

Staff login has multiple managing offices set on their staff profile.
The "Is Staff Facility Select Enabled" field is checked off on "Staff Look Up Their Own Information".
"Remittances Requiring Action" widget is enabled for staff.
Remittances that have adjudicated claims. As well as the resulting claim submission status, which is in a status that would require action to resolve the current balance.

Steps

Login with a staff that has the "Is Staff Facility Select Enabled" checked off.
Select a facility from the "Select a Facility for Session" drop down.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview", and view the "Remittances Requiring Action" Widget.
Click on the "Check No." link.
Click on the "Deposit Ticket" link.
Validate the "Facility" field is the same as selected within step 2.
Click the "X" to close the Deposit Slip with Remittance window.
Click the "X" to close the Cash Received Maintenance window.
Click the Logout link.

Topics

• Finance • Reports • Staff • Widgets

ECS-57574 Summary | Details

Recreate to New Payer Action and Authorization Units

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

AR Management
Authorization - Finance [EDIT]
Authorization Details - Client/Finance Bills [EDIT]
Authorizations report
Claim Service Lines NX Subform
Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set
Client Billing Authorizations Form Set
Client Search

Scenario 1: Validate Billing Authorizations in Recreate to New Payer

Specific Setup:

Requires a client will billed service attached to authorization.
Client must have a new "Primary Benefit Assignment" where the service can be rebilled.
Staff must have access to Finance module.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Add a "Denial" status.
Click "Add Action"
Under "Action" select "Recreate To New Payer".
Validate "Submit To" field only the new "Primary" payer is listed.
Save.
Navigate to "Client > Client Information > Billing Authorization > Information".
Select desired authorization, and open the authorization details.
Validate the authorization unit(s) have been returned.

Topics

• Finance

ECS-57628 Summary | Details

Billing Batches Management and Billing History Screen Performance Improvements

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

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

Scenario 1: Validate Billing Batch Management Billing Processing History

Specific Setup:

Requires a service/s that can be billed.

Steps

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

Topics

• Finance

ECS-57629 Summary | Details

"My Tasks Not Checked In" Widget

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

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

Scenario 1: Validate Task Removed From My Tasks Not Checked In Widget When Client Is Checked In

Specific Setup:

Program with service events available.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Attendance Check In/Out".
Click "View Calendar".
Schedule an appointment for a desired client for your staff today.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "My Tasks Not Checked In" Widget.
Confirm your desired client shows.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Attendance Check In/Out".
Check in your desired client.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Wait about 60 seconds. DO NOT refresh the Widget.
Confirm Widget automatically refreshes and your desired client disappears.

Topics

• Front Desk • Taskbar

ECS-57714 Summary | Details

Milieu Event Treatment Objectives

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

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

Scenario 1: Daily Milieu – Validate Linking Treatment Plan Objectives to a Service

Specific Setup:

Service entry with Treatment plan goals linked.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry"
Select Client.
Add Service Event from setup.
Select Treatment Objective and add a Goal.
Fill form and Save.
Validate successful save.
Edit the event.
Validate Treatment Objective and Goal still populated.

Topics

• Treatment Plans

ECS-57745 Summary | Details

eSignature Consent

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

Client Personal Information [EDIT]
Client Search

Scenario 1: MyHealthPointe - Validate eSignature Consent in Demographics

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Search and select desired Client.
Click the "Contact Information" tab.
Check the "Consent to use eSignature (myHP Only)" checkbox.
Click Save.

Topics

• Client