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myEvolv NX 11.0.0075.02 Acceptance Tests

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ECS-52978 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Critical Information Agency Intake
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Critical Information
  • Agency Placement [EDIT]
Scenario 1: Validate Client Agency Intake Date Can Be Updated in Different Time Zones
Specific Setup:
  • Client currently enrolled in agency.
  • Have the ability to change time zone.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Select desired Client.
  3. Open Agency Intake form.
  4. Change the intake date to one day before the current intake date.
  5. Save and validate changes are saved.
  6. Logout.
  7. Change device to a different time zone.
  8. Login to myEvolv.
  9. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  10. Select desired Client.
  11. Open Agency Intake form.
  12. Change the intake date to one day before the current intake date.
  13. Save and validate changes are saved.
Topics
• Client
ECS-55641 Summary | Details
11.0.0100, 11.0.0025.08, 11.0.0050.05, 11.0.0075.02
Program Modifier During Re-Admit To Agency
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Critical Information
  • Agency Re-Admission [EDIT]
  • Program Listing by Agency and Service Event
  • Placement Events by Agency/Program - People
  • Provider Sites by Program
  • Client Search
  • Unit Table
Scenario 1: Validate Program Modifier Field Resets Upon Selecting A Different Program Upon Re-Admission
Specific Setup:
  • Requires a client that was enrolled into a program with a program modifier.
  • Client should be discharged from the agency.
Steps
  1. Navigate "Client > Client Information > Critical Information > Enrollment Information".
  2. Select desired client.
  3. Click "Display Menu of Actions" button on the agency enrollment.
  4. Select "Re-Admit To Agency".
  5. Set desired "Re-Admission Date".
  6. Click "Re-Admit to Program" and select desired program.
  7. Validate the "Modifier" field does not contain previous "Program Modifier".
Topics
• Client
ECS-56090 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Cost Center and Program Unit Linked to Claims Hierarchy
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Group Programs Subform
  • Cost Center Definitions
  • Payor-Facility License Link Subform
  • Plans/Contracts by Payer and Receiver
  • Client Search
  • Critical Information
  • Program Enrollment [Edit]
  • Program Unit All
  • Client Finance Related Information Form Set
  • Payers of Agency
  • Billing Provider Number Type
Scenario 1: Validate Cost Center Override On Consolidated Claims
Specific Setup:
  • Requires two services that have been billed and they are set with "Service Line Consolidation".
  • Both services should have same "Cost Center" on rate setup.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Search for desired claim.
  3. Open the claim and validate it contains "Cost Center" from rate setup.
  4. Close the claim.
  5. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  6. Select "Facility" associated with claim.
  7. Scroll to "Programs/Services Operated".
  8. Set the "Override Cost Center" on the program row associated with the claim.
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Reprocess the batch.
  12. Validate there is one consolidated claim.
  13. Click on the claim link to open the claim.
  14. Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Program Link".
  15. Close claim.
  16. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  17. Select "Facility" associated with claim.
  18. Scroll to "Licensing".
  19. Set the "Override Cost Center" on the Payor/Plan row associated with the claim.
  20. Save.
  21. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  22. Reprocess the batch.
  23. Validate there is one consolidated claim.
  24. Click on the claim link to open the claim.
  25. Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Licensing Link".
  26. Close claim.
  27. Click on "Client" name link the "Billing Batch Claims Review" window.
  28. Click on "Enrollment Information".
  29. Click "Actions" on the program associated with the claim.
  30. Select "Correct/Close Program Enrollment".
  31. Click on "Cost Center Override", select a record.
  32. Save and Close.
  33. Reprocess batch.
  34. Validate there is one consolidated claim.
  35. Click on the claim link to open the claim.
  36. Validate "Cost Center Code" on "Accounting Info" is contains "Cost Center" set on "Program Enrollment".
  37. Close the claim.
Scenario 2: Validate Cost Center Hierarchy
Specific Setup:
  • System is set up with Cost Centers Units.
  • Requires at least one claim that can be reprocessed.
  • Claim is set up with "Cost Center" set on rate setup.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Search for desired claim.
  3. Open the claim and validate it contains "Cost Center" from rate setup.
  4. Close the claim.
  5. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  6. Select "Facility" associated with claim.
  7. Scroll to "Programs/Services Operated".
  8. Set the "Override Cost Center" on the program row associated with the claim.
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Reprocess the batch.
  12. Click on the claim link to open the claim.
  13. Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Program Link".
  14. Close claim.
  15. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  16. Select "Facility" associated with claim.
  17. Scroll to "Licensing".
  18. Set the "Override Cost Center" on the Payor/Plan row associated with the claim.
  19. Save.
  20. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  21. Reprocess the batch.
  22. Click on the claim link to open the claim.
  23. Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Licensing Link".
  24. Close claim.
  25. Click on "Client" name link the "Billing Batch Claims Review" window.
  26. Click on "Enrollment Information".
  27. Click "Actions" on the program associated with the claim.
  28. Select "Correct/Close Program Enrollment".
  29. Click on "Cost Center Override", select a record.
  30. Save and Close.
  31. Reprocess batch.
  32. Click on the claim link to open the claim.
  33. Validate "Cost Center Code" on "Accounting Info" is contains "Cost Center" set on "Program Enrollment".
  34. Close the claim.
Topics
• Client • Finance • Finance Setup
ECS-56884 Summary | Details
11.0.0100, 11.0.0075.01
Nexus – Invoice for Educational Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claims Maintenance NX Form Set
  • Claim 2.0 [EDIT]
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information Generic [EDIT]
  • Alternative Claim Output
  • Billing Batches Management
  • Claim Output Ready
  • Claim Output
  • FinanceClaims
  • Client Finance Related Information Form Set
  • Benefit Assignment [EDIT]
  • Related People
  • Relationship - Family Table
Scenario 1: “Nexus – Invoice for Educational Services” Custom Invoice for Nexus Family Healing (Nexus)
Specific Setup:
  • Billing batch with at least one claim that has multiple service lines.
  • Client should have Benefit Assignment billing setup for service.
  • Available Guardian/Parent to link to Client's Benefit Assignment.
  • A second Billing batch with one claim that only has one service line.
  • Alternative Claim Output Format set to "Nexus – Invoice for Educational Services".
Steps
  1. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  2. Search for 1st desired claim from setup.
  3. Take note of 1st Service Lines "Units" and 1st Billed Services "Program Modifier".
  4. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  5. Filter for desired batch.
  6. Click "Actions > Nexus – Invoice for Educational Services".
  7. Generate the output.
  8. Validate "Days" under the “Membership” segment and the “Total Number of Education Service” matches "Units" from step 3.
  9. Validate "Comments" section under "Billing Information" contains "Program Modifier" from step 3.
  10. Validate Parent's (Guardian's) Full Name, Address, City, State, and Zip Code under "Parent Information" section is blank.
  11. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  12. Search for desired client from claim.
  13. Add a Guardian/Parent to the "Name of Insured (If not Client)" section for the Benefit Assignment.
  14. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  15. Filter for desired batch.
  16. Click "Actions > Nexus – Invoice for Educational Services".
  17. Generate the output.
  18. Validate Parent's (Guardian's) Full Name, Address, City, State, and Zip Code under "Parent Information" section matches "Name of Insured (If not Client)" person.
  19. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  20. Filter for desired batch with only 1 service.
  21. Click "Actions > Nexus – Invoice for Educational Services".
  22. Generate the output.
  23. Validate "Days" under the “Membership” segment and the “Total Number of Education Service” matches "Units" for that service.
Topics
• Finance • Finance Setup
ECS-57713 Summary | Details
11.0.0100, 11.0.0025.08, 11.0.0050.05, 11.0.0075.02
Finance Setup -Copying Contracts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • ContractsRatesSetup
  • Billing Plan Setup NX [EDIT]
  • Billing Qualifying Services Subform
Scenario 1: Copy Rate Functionality - Rate Headers
Specific Setup:
  • Existing plan/contract on record.
  • User has access to Finance setup module.
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
  2. Click the "Select Payer" button.
  3. Select desired payer.
  4. Click the "New Contract" button.
  5. Select "Copy from existing plan/contract" from the drop-down listing.
  6. Select the desired record from the listing to be copied.
  7. Set the "Description", "Receiver Information", and any other desired fields.
  8. Click the "Continue" button.
  9. Click the "Refresh" link.
  10. Validate the newly created contract displays.
Topics
• Finance Setup
ECS-58053 Summary | Details
11.0.0100, 11.0.0025.08, 11.0.0050.05, 11.0.0075.02
"CCD" Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Personal Information > Demographics
  • Select Client
  • Client > Case Management > Service Management > Service Entry
  • Query CQN
  • Netsmart Technologies, Inc. [CCD Preview]
Scenario 1: Validate "CCD" Information Displays In "CQN"
Specific Setup:
  • CQN-enabled myEvolv environment.
  • At least one client to search for.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics" and select the Client.
  2. Select "CQN" from the "Actions" menu.
  3. Enter a Provider Name.
  4. Click on the "Search" button.
  5. Select a provider from the "Care Quality Organizations" table.
  6. Click on the "Find Available CCDs" button.
  7. Validate the table is populated.
  8. Click the "Preview CCD" (magnifying glass) button to preview the CCD.
  9. Redo the test with multiple providers selected.
  10. Validate the table populates.
Topics
• CQN/HIE
ECS-58514 Summary | Details
11.0.0100, 11.0.0075.02
Multi Agency Walk-In Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • FrontDeskCheckIn
  • Client Related Task Walk Ins [ADD]
  • Staff - Service Providers (by Staff_id)
  • All Clients With Security Listing by PeopleID
  • Program by Person and Agency (Active)
  • Facilities Listing by Program
  • Event Definitions with Security by Program
Scenario 1: Multi Agency - Validate Viewing Events In Common Programs Are Agency Specific - Walk In
Specific Setup:
  • Multiple agencies exist in the system. In this example they will be called "AgencyA" and "AgencyB".
  • The staff have logins to the multiple agencies.
  • Each agency is using the same program name. The program in each agency has a different list of service events configured.
  • At least one event is able to be scheduled.
  • At least one client that is enrolled in the program for the agency.
Steps
  1. Login to "AgencyA".
  2. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  3. Click "Walk In" button.
  4. Fill in the required fields.
  5. When the "Activity" look up is selected, validate the look up table displays with the events.
  6. Validate only the events in "AgencyA" display.
  7. Validate events in "AgencyB" that are not in "AgencyA" do not display.
  8. Close the Form
  9. Exit out of "AgencyA".
  10. Log into "AgencyB".
  11. Redo the above test.
  12. Validate events in "AgencyA" that are not in "AgencyB" do not display.
  13. Validate "AgencyB" events display.
Topics
• Agency • Event Setup
ECS-58665 Summary | Details
11.0.0100, 11.0.0075.02
Claim Receiver Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Alternative Claim Output
  • Billing Batches Management
  • Claim Output Ready
  • Claim Output
  • Receiver Information Generic [EDIT]
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
Scenario 1: Finance Claim Output – "Northeast Parent and Child Society DDS- 1104"
Specific Setup:

Available billing batch to output.

Steps
  1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
  2. Select desired "Claim Receiver".
  3. Change "Alternative Claim Output Format" to "Northeast Parent and Child Society DSS -1104".
  4. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  5. Filter for a "Billing Batch" using desired "Claim Receiver" from step 2.
  6. Click "Actions > Northeast Parent and Child Society DSS -1104".
  7. Click "Generate Paper Output".
  8. Validate output displays desired results and aligns with headers/columns/footers.
Topics
• Finance • Finance Setup
ECS-59038 Summary | Details
11.0.0100, 11.0.0025.08, 11.0.0050.05, 11.0.0075.02
Opening Forms From Standalone Form Sets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • My Referral Information Form Set
  • Select File for Upload
  • Text Templates
  • Program Listing by Agency and Service Event
  • Provider Sites by Program
  • My Client Information Form Set
  • Basic Assessment [ADD]
  • Program by Client's Service Track and Service
  • Basic Assessment [EDIT]
Scenario 1: Widgets Pending Referral - Validate "Upload Document" Window Closes
Specific Setup:

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

Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Select the "My Pending Referrals" Widget.
  3. Access a referral from the widget.
  4. Click the "Assessment" Tab.
  5. Add an assessment that contains a document upload feature.
  6. Upload a file.
  7. Save the file.
  8. Fill in any other required fields.
  9. Save the form.
  10. Validate all forms closed prior do not display.
  11. Exit the "My Referral Information" form.
  12. Validate the form displays the widget selections.
  13. Select the same referral.
  14. Edit the assessment just created.
  15. Remove the image and load a second image.
  16. Validate all forms close appropriately.
  17. Save the file.
  18. Validate prior forms closed display.
  19. Close the form.
  20. Validate the widgets form displays.
  21. Validate no forms closed in prior steps display.
Scenario 2: Widgets My Clients - Validate "Text Template" Window Closes
Specific Setup:
  • Staff that has clients displaying in the "My Clients Widget".
  • An "Assessment" exists that contains a "Note" area.
  • The "Note" area has existing templates.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Select the "My Clients" Widget.
  3. Access a client from the widget.
  4. Click the "Assessment" Tab.
  5. Add an assessment that contains a document upload feature.
  6. Fill in any required fields.
  7. Select the "Progress Note" template.
  8. Validate the template is entered into the progress note.
  9. Validate the "Text Template" look up table clears.
  10. Save the form.
  11. Validate all forms closed prior do not display.
  12. Exit the "Client Information" form.
  13. Validate the form displays the widget selections.
  14. Validate all items closed prior, do not display.
  15. Select the same client.
  16. Edit the assessment just created.
  17. Modify the progress note with a new template.
  18. Validate the "Text Template" look up table closes.
  19. Save the form.
  20. Validate prior forms closed do not display.
  21. Close the form.
  22. Validate the widgets form displays.
  23. Validate no forms closed in prior steps display.
Topics
• Forms • SubForm
ECS-59277 Summary | Details
11.0.0100, 11.0.0075.01
Inbound Messages Configured For Payload "V2"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Import Services Form Set
  • Import File Templates
  • ImportFileLog
  • Referral Search
  • Referral Information Form Set
  • Agency Referral Personal Information [EDIT]
  • Race Subform
  • Members Personal Form [EDIT]
  • Address by ZIP code Subform
  • Alternative IDs Subform
  • Marital History Sub Form Subform
  • Benefit Assignment [EDIT]
Scenario 1: Inbound EPICADT04 and EPICADT08- Create, Update Patient- Validate Version "V2" Payload Functionality
Specific Setup:
  • A referral record that will be added into the system. This will be the "EPICADT04" record.
  • A second referral record to update a pre-existing referral in the system, This will be the "EPICADT08" record.
  • The user knows the values in the fields.
Steps
  1. Send the "EPICADT04" record, this will be the new referral.
  2. Navigate to "Taskbar > System Maintenance > Import Services > Import File Log".
  3. Select the template used, "EPIC Create New Referral".
  4. Validate no errors occurred for the import.
  5. Navigate to "Referral > Agency Referral > Referral Information > Demographics".
  6. Validate the referral was added.
  7. Validate the demographic data that was sent is accurate.
  8. Navigate to the "Benefit Assignments" tab.
  9. Validate the benefit assignment data matches what was sent.
  10. Update the referral with the "EPICADT08" record.
  11. Validate modifications sent were updated on the referral record.
  12. Validate changes in the address create a new address line.
  13. Resend the same data files a second time.
  14. Validate the extra send does not modify the records or add additional records.
Scenario 2: Inbound Orchard - Validate Version "V2" Payload Functionality
Specific Setup:
  • A referral and client record that will be added into the system.
  • The user knows the values in the fields.
Steps
  1. Send the "Orchard" record, this will be the new referral.
  2. Navigate to "Taskbar > System Maintenance > Import Services > Import File Log".
  3. Select the template used.
  4. Validate no errors occurred for the import.
  5. Navigate to Referral > Agency Referral > Referral Information > Demographics".
  6. Validate the referral was added.
  7. Validate the demographic data that was sent is accurate.
  8. Navigate to "Client > Client Information > Personal Information > Demographics".
  9. Select the client.
  10. Validate the demographic data that was sent is accurate.
Topics
• CareConnect • Third Party Solution
ECS-59315 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Claim Submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • AR Management
  • Billing Request Action Based Run [ADD]
  • Action Based Run - Claim Action Types
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • ActionsView
  • Claim Action Reasons
Scenario 1: Validate Bulk Calculate Rate Adjustment/Replacement Claims
Specific Setup:
  • Scenario works with claims that have been paid.
  • Services have been changed to include new units.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Paid" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Adjustment/Replacement".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Adjustment/Waterfall".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Adjustment and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the correct "Submission # 2".
  23. Validate the claim generated with the correct number of units.
  24. Click on the claim to view the "Accounting Info".
  25. Validate the "Journal Entries" contain desired amount.
Scenario 2: Validate Resubmit With Bulk Calculate Rate Includes Additional Units
Specific Setup:
  • Requires claims that can be remitted.
  • Scenario works with at least 5 claims.
  • Services for each of the billed claims have been edited so that they rebill with more units.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
  23. Validate the claim generated with the expected number of units.
Scenario 3: Validate Resubmit With Bulk Calculate Rate Includes Additional Units
Specific Setup:
  • Requires claims that can be remitted.
  • Scenario works with at least 5 claims.
  • Services for each of the billed claims have been edited so that they rebill with more units.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
  23. Validate the claim generated with the expected number of units.
Topics
• Finance
ECS-59330 Summary | Details
11.0.0100, 11.0.0025.07, 11.0.0050.04, 11.0.0075.01
Printing Test/Assessment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Print Preview
Scenario 1: Validate Printing An Assessment With Multiple SubReports
Specific Setup:
  • Requires an assessment with multiple "SubReports" on various areas of the event.
  • Questions on the assessment are also flagged with "Two questions on one row".
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click on desired "Completed Event".
  4. Click "Print" and select "Print Form".
  5. Validate the assessment prints and displays desired "SubReports".
Topics
• Assessments
ECS-59471 Summary | Details
11.0.0100, 11.0.0075.02
VRS/Private Pay Claim Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information Generic [EDIT]
  • Billing Batches Management
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim Output
  • Print Preview
Scenario 1: Validate VRS/Private Pay Claim Output
Specific Setup:

Requires a client with services that can be billed.

Steps
  1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
  2. Select desired "Receiver".
  3. Click "Claim Output Format" lookup table.
  4. Select "VRS/Private Pay Claim Output".
  5. Save.
  6. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  7. Click "New Run" and select "Immediate Run".
  8. Fill in required fields to generate desired claims.
  9. Save.
  10. Wait for billing to run.
  11. Click "Actions" button and select the "VRS/Private Pay Claim Output".
  12. Download the file and open it.
  13. Validate it contains desired claim information including "Service Name, Unit and Amounts".
Topics
• Finance
ECS-59513 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
UB 04 Claim Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information Generic [EDIT]
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Claim Output
  • Billing Place of Service
  • Claim Output Ready
  • Alternative Claim Output
  • Payor-Facility License Link Subform
  • Payers of Agency
  • Plans/Contracts by Payer and Receiver
  • Billing Provider Number Type
  • Program by Managing Office and Agency
Scenario 1: Validate Billing Custom Output - UB-04
Specific Setup:
  • User has access to "PaperUB04" receiver in "Finance Setup".
  • Client must have payor setup in "Benefit Assignment".
  • Facility is configured with Licensing Information at "Agency > Service Locations > Sites/Residentials > General Information".
Steps
  1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
  2. Click the "Claim Receiver" button.
  3. Search and select desired receiver.
  4. Validate the "Is Active" checkbox is checked.
  5. Set the "Claim Output Format" LUT button to desired claim output.
  6. Set the "Output File Name (Prefix)" input box to "ub04.txt".
  7. Set the "Alternative Claim Output Format" input box to "UB-04 without formatting".
  8. Click "Save".
  9. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  10. Click "New Run".
  11. Select "Immediate Run" from the drop down list.
  12. Fill out required fields.
  13. Check the "Receiver" checkbox that contains "UB-04".
  14. Click "Save".
  15. Wait until the next billing run is complete.
  16. Click the "Receivers" button.
  17. Select receiver used from the "Receivers" drop down list.
  18. Click "Apply Filters".
  19. Click "Actions".
  20. Select the "UB-04 without formatting" output from the drop down list.
  21. Click the "Generate Paper Output" button.
  22. In the claim output page,
  23. Validate the page layout is equal to "UB-04 without formatting".
  24. Validate the page contains the claim information listed in the recently submitted billing run.
  25. Click "Close".
  26. Close out of the "Claim Output Ready" page.
  27. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
  28. Set the "Alternative Claim Output Format" input box to "UB-04 without formatting - one line per claim".
  29. Click "Save".
  30. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  31. Click "Refresh".
  32. Click "Actions".
  33. Select "UB-04 without formatting - one line per claim" from the drop down list.
  34. Click the "Generate Paper Output" button.
  35. In the claim output page,
  36. Validate multiple claim lines are listed.
  37. Validate the page contains the claim information listed in the recently submitted billing run.
  38. Click "Close".
  39. Close out of the "Claim Output Ready" page.
Topics
• Finance • Finance Setup
ECS-59556 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Recreate To New Payer Action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim/Invoice Batch [VIEW]
  • AR Management
  • Claim 2.0 [EDIT]
  • FinanceClaims
  • Claim Output Ready
  • 837 File
  • Cash Receipts for Remittance
  • Claims Submission For Remittance NX [EDIT]
  • Claim Service Lines NX Subform
  • Authorization - Finance [EDIT]
  • Client Search
  • All Clients With Security Listing by PeopleID
Scenario 1: Validate Recreate To New Payer Action
Specific Setup:
  • Requires a client with a billed service.
  • Client must have a new "Primary Benefit Assignment" the service can be rebilled to.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Add a "Denial" status.
  5. Click "Add Action"
  6. Under "Action" select "Recreate To New Payer".
  7. Validate "Submit To" field only the new "Primary" payer is listed.
  8. Save.
  9. Wait for billing to run.
  10. Open the "Action Based Billing Run".
  11. Create Output.
  12. Validate the contains only "Primary Payer" information.
Topics
• Finance • Finance Setup • Widgets
ECS-59645 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
SCO Millin Encounter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • FinanceClaims
  • Claim Output Ready
Scenario 1: Validate "SCO Millin Encounter" Claim Output for a Batch That Contains Two Different Claims Tied to the Same Service
Specific Setup:
  • Contract setup for Millin Encounter.
  • Contract should have 2 rates that can apply to the same service.
  • Client with a benefit assignment with Plan for Millin.
  • Client has a service that can be billed.
  • Batch containing 2 claims for the same service.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Filter for Batch from setup.
  3. Click "Actions > SCO Milin Encounter".
  4. Click "Download Electronic File".
  5. Validate csv file downloads.
Topics
• Finance • Finance Setup
ECS-59653 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
My Client Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • ProgramReferralSearch
  • Worker Assignments Form Set
  • Workgroup Assignment - Referrals Made [VIEW]
  • Program Referrals > Program Referrals > Worker Assignments > Staff Responsible for Referral
  • Program Referrals > Program Referrals > Worker Assignments > Auto-assigned Workgroups
Scenario 1: "My Client" Widget - Validate Staff Cannot View Clients With Referrals-Only Access
Specific Setup:
  • Client that has a Referral record.
  • Staff 1:
  • assigned as "Staff Responsible for Referral" for the Client.
  • is not assigned directly assigned to the Client.
  • is not enrolled in a Workgroup assigned to the client (manually or automatically).
  • is not enrolled in a Workgroup that is automatically assigned to both the referral and client (usually via program).
  • has access to myClient Widget.
  • Staff 2 has direct access to Client and myClient Widget.
Steps
  1. Login as Staff 1 that has access to Client.
  2. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  3. Search for Client from setup.
  4. Validate Client link displays.
  5. Logout and login as Staff 2(that only has Referral access to client).
  6. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  7. Search for Client from setup.
  8. Validate Client does not display.
Topics
• Client • Program Referrals • Taskbar • Widgets
ECS-59733 Summary | Details
11.0.0100, 11.0.0075.01
Nexus – Invoice for Educational Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claims Maintenance NX Form Set
  • Claim 2.0 [EDIT]
  • Client Finance Related Information Form Set
  • Critical Information
  • Billing Batches Management
  • Claim Output Ready
  • Claim Output
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information Generic [EDIT]
  • Alternative Claim Output
Scenario 1: "Nexus - Invoice for Educational Services" - Validate "Program Modifier" Displays under Billing Information "Comments"
Specific Setup:

Internal Testing Only

Steps

Internal Testing Only
Topics
• Finance
ECS-59837 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
KY State Reporting - 837 File
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
  • Client Search
  • Benefit Assignment [EDIT]
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Claim Output Ready
  • Notepad++
Scenario 1: Wellspring KY Receiver
Specific Setup:
  • Within " Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12" select the desired receiver, check off the "Segment Terminator with CRLF" field.
  • Billing batch on record containing claims for desired receiver.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click the "New Run" button.
  3. Select "Immediate Run" from the list box.
  4. Set the desired "Submitter", "Run Description" "From Date", "Through Date", and any other fields.
  5. Set the "Run for Receivers", to the desired receiver that contains the "Segment Terminator with CRLF" field set.
  6. Click the "Save" button.
  7. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
  8. Click the "Start Billing Now" button.
  9. Click "OK" on the "Billing job started" message.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click the "Actions" button on the completed billing batch.
  12. Select "ASC X12N 837 Professional Claims Ver. 5 Release 1".
  13. Click the "Download Electronic File" link and open the file.
  14. Validate the file does not contain any "Carriage Return + Line Feed".
  15. Click "X" to close the claim output ready window.
Topics
• Finance • Finance Setup
ECS-59912 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
Improved Performance of Action Based Billing Runs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • Billing Batches Management
  • Billing Request Action Based Run [ADD]
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim 2.0 [EDIT]
  • Notepad
  • Action Based Run - Claim Action Types
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • ActionsView
  • Claim Action Reasons
Scenario 1: Validate Resubmit To Other/Waterfall Using Bulk Calculate Rate
Specific Setup:
  • Scenario works with claims that can remitted and "Waterfalled" to "Secondary Payer".
  • Claims have been "Partially Paid" and contain "Adjustment Amounts".
  • No other action based runs for "Resubmit", "Recreate" or "Adjustment" action can be queued.
  • No other action based runs for "Resubmit to Other/Waterfall" can be queued.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameters to search for desired claims.
  4. Click "Partially Paid" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit to Other/Waterfall".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit to Other/Waterfall".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the correct "Submission # 2".
  23. Validate the claim generated to the correct "Payer and Amounts".
  24. Open one of the claims.
  25. View the "Account Info".
  26. Validate contains desired "Journal Entries" and posted to desired "Month".
Scenario 2: Validate Bulk Resubmit Action With Calculate Rate With 100 Claims
Specific Setup:

Requires at least 100 denied claims that can be resubmitted.

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

Requires at least 100 denied claims that can be resubmitted.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
Scenario 2: Validate Resubmit With Bulk Calculate Rate Includes Additional Units
Specific Setup:
  • Requires claims that can be remitted.
  • Scenario works with at least 5 claims.
  • Services for each of the billed claims have been edited so that they rebill with more units.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
  23. Validate the claim generated with the expected number of units.
Topics
• Finance
ECS-60043 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
Cost Center and Program Unit Hierarchy On Claims Linked To Foster Home
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Group Programs Subform
  • Cost Center Definitions
  • FinanceInvoices
  • Invoice [EDIT]
  • Foster Home [EDIT]
  • Program Unit for Facilities
Scenario 1: Validate Cost Center And Program Unit On Facility Placement Claims Linked To Foster Care Facility
Specific Setup:
  • Requires a facility placement claim linked to a "Foster Home".
  • "Foster Home" should be linked to "Office Responsible" that is "Managing Office".
Steps
  1. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  2. Select "Facility (Managing Office)" for the "Foster Home" associated with claim.
  3. Scroll to "Programs/Services Operated".
  4. Set the "Override Cost Center and Program Unit" on the program row associated with the claim.
  5. Save.
  6. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  7. Click "New Run" and select "Immediate Run".
  8. Fill in required fields to generate desired claim.
  9. Save.
  10. Wait for billing to run.
  11. Click on the claim link to open the claim.
  12. Validate "Cost Center Code and Program Unit" on "Accounting Info" contains the "Cost Center Override and Program Unit" from the "Facility Program Link".
  13. Close claim.
  14. Navigate to "Resource Families > Foster/Adoptive Home > Information > General Information".
  15. Select "Foster Home" associated with claim.
  16. Scroll to Programs Operated".
  17. Set the "Cost Center Override and Program Unit" on the Program row associated with the claim.
  18. Save.
  19. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  20. Reprocess the batch.
  21. Click on the claim link to open the claim.
  22. Validate "Cost Center Code and Program Unit" on "Accounting Info" contains the "Cost Center Override and Program" from the "Foster Home".
  23. Close claim.
  24. Click on "Client" name link the "Billing Batch Claims Review" window.
  25. Click on "Enrollment Information".
  26. Click "Actions" on the program associated with the claim.
  27. Select "Correct/Close Program Enrollment".
  28. Set "Cost Center and Program Unit Override".
  29. Save and Close.
  30. Reprocess batch.
  31. Click on the claim link to open the claim.
  32. Validate "Cost Center Code and Program Unit" on "Accounting Info" contains "Cost Center and Program Unit" set on "Program Enrollment".
  33. Close the claim.
Topics
• Finance
ECS-60161 Summary | Details
11.0.0100, 11.0.0075.02
Drug Library And Medication Order Additions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Drug Library Form Set
  • Drug Category
  • Drug Library Maintenance [EDIT]
  • Client Search
  • Program Enrollments For Use With OrderConnect
  • OrderConnect Current Medication Profile
  • OrderConnect Custom Orders
  • OrderConnect Order Confirmation
  • Medication Item No Program [ADD]
  • Drug Library Table
  • Medication Item [ADD]
Scenario 1: OrderConnect - Validate A Drug Library Record Is Created In myEvolv - Using Micromedex Values
Specific Setup:
  • The drug to be used exists in OrderConnect but not in myEvolv.
  • The drug being used is a "Code 0" drug classification. These match on Micromedex Numbers.
  • A client to be used.
  • OrderConnect is configured.
Steps
  1. Navigate to "Client > Public Health > Medications > Medication History".
  2. Select the client.
  3. Select "OC e-Prescription".
  4. In OrderConnect, add a new order using the medication not in myEvolv and accept it.
  5. In myEvolv click "Refresh".
  6. Validate the "Medication History" displays the "Drug Name".
  7. Navigate to "Agency > Inventory Management > Inventory Item Setup > Medication Item No Program Setup".
  8. Add a new medication.
  9. Click the "Medication" look up table on the "MEDICATION ITEM NO PROGRAM" form.
  10. On the "Drug Library" look up table set the "Drug Name" to the drug name on the medication order.
  11. Validate the drug name displays.
  12. Close the look up table and the form.
Scenario 2: OrderConnect - Validate Matches of the Micromedex Number Generates The Medication Order - Using Micromedex Matches
Specific Setup:
  • The Micromedex Number exists both in OrderConnect and myEvolv.
  • The Micromedex Number only occurs one time in myEvolv.
  • A client to be used.
  • OrderConnect is configured.
  • The drug that OrderConnect is using is a code "0" drug. This is a drug that matches on Micromedex numbers.
Steps
  1. Navigate to "Client > Public Health > Medications > Medication History".
  2. Select the client.
  3. Select "OC e-Prescription"
  4. In OrderConnect, add a new order using the medication not in myEvolv and accept it.
  5. In myEvolv click "Refresh".
  6. Validate the "Medication History" displays the "Drug Name" entered in myEvolv.
Scenario 3: OrderConnect - Validate "Code 1" Drug Libraries, For Micromedex Values, Match On Drug Description And Generates A New Drug Entry In myEvolv
Specific Setup:
  • OrderConnect is using a drug classified as a "Code 1" drug to create a Medication Order. This will match based off description values.
  • The myEvolv System will not have this description in the "Drug Library".
  • A client to be used.
  • OrderConnect is configured.
Steps
  1. Navigate to "Client > Public Health > Medications > Medication History".
  2. Select the client.
  3. Select "OC e-Prescription"
  4. In OrderConnect, add a new order using the "Code 1" drug type and accept it.
  5. In myEvolv click "Refresh".
  6. Validate the "Medication History" displays the order with the same "Drug Name" used in OrderConnect.
  7. Navigate to "Setup > Medication/Substance > Drug Library > Substance/Medications".
  8. Select the category the drug is configured in that is a direct match.
  9. Validate the drug is added to the "Drug Library".
  10. Redo the test.
  11. Validate the medication order is created.
  12. Validate only one entry for that drug name exists in the drug library.
Topics
• Inventory - Medications