myEvolv NX 11.0.0075.04 Acceptance Tests

• Requires a client that was enrolled into a program with a program modifier.
• Client should be discharged from the agency.

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".

• 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.

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.

• 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.

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.

Requires "Call Center Event" with a "User Defined "Date/Time" datatype field.

1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
2. Click "New Call" to start a new call.
3. Fill in required fields to start the new call.
4. Click "Next".
5. Select desired person.
6. Click "Next".
7. Select desired "Call Center Event".
8. Fill in remaining required fields.
9. Set the desired date in the "User Defined Date/Time" field.
10. Save the call.
11. Reopen the call.
12. Validate the "User Defined Date/Time" field contains desired "Timezone Label".

• Requires a service that can be billed.
• Claim Receiver the "Benefit Assignment" is linked to should be set with "837I Claim Output".

1. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
2. Select desired client.
3. Open desired "Benefit Assignment".
4. Under "Referring Physician" set desired "Physician".
5. Validate the "Referring Physician" has a "Taxonomy Code".
6. Save.
7. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
8. Select desired "Receiver".
9. Check "Output Referring Provider in 837I and Output Referring Provider as Attending Physician".
10. Save.
11. Navigate "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
12. Click "New Run" and select "Immediate Run".
13. Fill in required fields to generate desired claim.
14. Save.
15. Wait for billing to run.
16. Open the batch and "Create Output".
17. Open the "837I Output".
18. Validate "2310A" loop contains "NM1*71" with desired "Provider" and "PRV*AT*PXC" with desired "Taxonomy Code".

• Requires a claim that can be voided.
• Claim should have a "Place of Service" code and client "Diagnosis".

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Select desired remittance.
3. Set parameters to search for desired claim.
4. Click "Add Action" and select "Void".
5. Save.
6. Wait for billing to run.
7. Open the "Void Submission".
8. Validate the "Service Line" SubForm contains desired claim information.
9. Validate the "Place of Service Code" contains the place of service from the original claim.
10. Validate the "Diagnosis Treated" contains the diagnosis from the original claim.
11. Open the "837 Output".
12. Validate the CLM line contains the desired "Place of Service Code".
13. Validate the output also contains the "Diagnosis Treated".

• 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".

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Select desired "Remittance".
3. Set parameters to search for desired claim.
4. Add a payment to the claim.
5. Click "Add Action" select "Adjustment/Replacement".
6. Under "Amount Type" select "Calculate Rate".
7. Validate "Calculate Rate" returns desired results.
8. Save.
9. Wait for billing to run.
10. Open the resulting "Adjustment Claim".
11. Validate it contains desired result.
12. Open the original claim.
13. Validate it contains desired reversing "GL Transaction".

Requires a claim that has been remitted with a "Denial" status and "Adjustment Reasons".

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Select desired "Remittance Check".
3. Set parameters to search for desired claim.
4. Add a "Partial Payment".
5. Click "Add Adj" button.
6. Add desired "Adjustment Reasons".
7. Click "Add Action".
8. Select "Resubmit to Other" to waterfall to secondary payer.
9. Save.
10. Wait for billing to run.
11. Open the desired batch.
12. Create the output.
13. Validate "837 File" contains only the "CAS Info" from the second remittance.

• Requires a claim that can be remitted and waterfalled to a second payer.
• Scenario works with 2 remittance checks.

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Select desired "Remittance Check".
3. Set parameters to search for desired claim.
4. Add a "Denial".
5. Click "Add Adj" button.
6. Add desired "Adjustment Reasons".
7. Save.
8. Select a second "Remittance Check".
9. Add a "Partial Payment".
10. Click "Add Adj" button.
11. Add desired "Adjustment Reasons".
12. Click "Add Action".
13. Select "Resubmit to Other" to waterfall to secondary payer.
14. Save.
15. Wait for billing to run.
16. Open the desired batch.
17. Create the output.
18. Validate it contains "Adjustment Reasons" from the second check.

• Scenario works with claims that have been paid.
• Services have been changed to include new units.

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.

• 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.

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.

• 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.

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.

• 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".

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".

Requires a client with services that can be billed.

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".

• Requires a client with a billed service.
• Client must have a new "Primary Benefit Assignment" the service can be rebilled to.

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.

1. Navigate to "Agency Setup > Event Setup > People > Events Setup".
2. Select desired "Event Category".
3. Select desired event.
4. Under "Event Groups" select an event group that is set up for referrals, i.e. "Agency Referral Test/Assessments".
5. Save.
6. Navigate to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
7. Select a Rule Type "Referral".
8. Click "Create New Rule".
9. Fill in required fields such as "Header/Grouping and Description".
10. Select desired "Qualifier".
11. "Click "Create New Trigger".
12. Click "Triggering Event" and validate the event from step 3 is listed.
13. Set desired "Trigger Date" and click "Update".
14. Click "New Task".
15. Select desired "Task Event".
16. Set desired "Staff Responsible for Task and Program Responsible".
17. Click "Update".
18. Click "New Sched" button.
19. Set desired schedule for the workflow.
20. Click "Update".
21. Click "Save".
22. Validate the desired workflow is listed.

• 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.

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".

Requires at least 100 denied claims that can be resubmitted.

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".

• 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.

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.

Requires at least 100 denied claims that can be resubmitted.

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".

• 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.

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.

• NX Routing should be enabled.
• Audit Snapshot should be enabled.
• Requires a treatment plan that is set up for routing.
• Scenario uses "NYC Treatment Plan" route.

1. Navigate to "Client > Case Management > Plan Development > Planning".
2. Select desired client.
3. Open desired "Treatment Plan".
4. Click "Routing" button and begin the route.
5. Assign the route to desired staff.
6. Enter a note and route.
7. Re-open the treatment plan.
8. Validate message appears "You are viewing a snapshot of this form from {today's date/time}".
9. Validate the treatment plan is locked and contains "Initial Signature" of the submitter.
10. Log in as staff who the plan was submitted to.
11. Navigate to "Client > Case Management > Plan Development > Planning".
12. Select desired client.
13. Open desired "Treatment Plan".
14. Click "Routing" button and "Approve" the plan.
15. Log in as staff who is in the "Medical Doctors" workgroup.
16. Navigate to "Client > Case Management > Plan Development > Planning".
17. Select desired client.
18. Open desired "Treatment Plan".
19. Click "Routing" button and "Approve" the plan.
20. Validate the plan contains "Final Approval Date".
21. Validate the plan contains all three staff signatures.

• Scenario assumes Routing Conversion has been completed.
• Requires a treatment plan that is completed and ready to be routed.
• Requires a treatment plan that is linked to "NYC Treatment Plan Route".
• Requires at least one staff listed in "Medical Doctors" workgroup to be set up under "Treatment Planning Workgroups".

1. Navigate to "Client > Case Management > Plan Development > Planning".
2. Select desired client.
3. Open desired treatment plan.
4. Click "Routing" button.
5. Validate the "Current Assignee" contains desired staff.
6. Validate "Routing Timeline" exists with current date/time.
7. Set "Supervisor" input box to desired staff.
8. Enter a note into the "Notes" field.
9. Click "Route".
10. Log off and log in as staff the event was routed to.
11. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
12. Click "Widgets" button and select "My Routed Task NX" widget.
13. Validate the event is listed.
14. Open the event.
15. Click the "Routing" button.
16. Validate the "Current Assignee" contains desired staff name.
17. Validate "Routing Timeline" contains the current history with date/time.
18. Validate "Approve and Route for MD Approval" tab exists.
19. Fill in a note and click "Route" button to approve the event.
20. Validate the event is no longer listed in the widget.
21. Log off and log in as a staff that is in "Medical Doctors" workgroup.
22. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
23. Click "Widgets" button and select "My Routed Task NX" widget.
24. Validate the event is listed.
25. Open the event.
26. Click the "Routing" button.
27. Validate the "Current Assignee" contains "Medical Doctors".
28. Validate "Routing Timeline" contains the current history with date/time.
29. Validate "Approved By MD" tab exists.
30. Fill in a note and click "Route" button to approve the event.
31. Navigate to "Client > Case Management > Plan Development > Planning".
32. Select desired client.
33. Open desired treatment plan.
34. Click "Signatures" button.
35. Validate "Route for Supervisor Review" signature is listed.
36. Validate "Approve and Route for MD Approval" signature is listed.
37. Validate "Approved by MD" signature is listed.

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

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

• Requires a facility placement claim linked to a "Foster Home".
• "Foster Home" should be linked to "Office Responsible" that is "Managing Office".

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.

1. Navigate to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
2. Select the "Foster Home" Rule Type.
3. Click "Create New Rule".
4. Select desired "Header/Grouping".
5. Set desired "Description".
6. Select Qualifier "Home/Applicant Type".
7. Select desired value.
8. Click "Create New Trigger".
9. Select desired trigger.
10. Set desired "Task to be Scheduled and a "Schedule".
11. Save.
12. Re-open the workflow rule.
13. Validate "Qualifier" field contains desired qualifier.

• Scenario works a client that has billed 2 services that were provided two different place of services.
• Client also has a third service that was provided in a place of service as one of the claims already billed.
• Rate is set up to consolidate by day.
• Rate is set up to "Break by Place of Service".

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Select desired remittance check.
3. Set search parameters to search for desired claim.
4. On the first claim provided in "Place of Service A" select "Add Action" and select "Resubmit".
5. Select "Calculate Rate".
6. Validate the "Submission" contains desired event and it includes the second service not yet billed.
7. On the second claim provided in "Place of Service B" select "Add Action" and select "Resubmit".
8. Select "Calculate Rate".
9. Validate the "Submission" contains desired event and it does not include the second service not yet billed.

• Scenario works a client that has billed 2 services that were provided by different staff (staff A and B) on same day.
• Client also has a third service that was provided by staff A on same day, but not yet billed.
• Rate is set up to consolidate by day.
• Rate is set up to "Break by Staff".

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Select desired remittance check.
3. Set search parameters to search for desired claim.
4. On the first claim provided by Staff A select "Add Action" and select "Resubmit".
5. Select "Calculate Rate".
6. Validate the "Submission" contains desired event and it includes the second service not yet billed.
7. On the second claim provided by Staff B select "Add Action" and select "Resubmit".
8. Select "Calculate Rate".
9. Validate the "Submission" contains desired event and it does not include the second service not yet billed.

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

1. Navigate to "Agency Setup > Services Setup > By Program > Individual Services".
2. Select desired "Program".
3. Open the row for the desired event.
4. Click "Routing Workflow Scheme".
5. Validate desired routes are listed.
6. Navigate to "Client > Case Management > Service Management > Service Entry".
7. Select desired client.
8. Click "Add Event".
9. Select desired event.
10. Fill in required fields.
11. Save.
12. Re-open the event.
13. Validate "Routing" button is visible.
14. Click "Routing" button.
15. Validate new "Routing Window" is visible.
16. Route the event to the desired staff.
17. Login as staff event is "Routed To"
18. Reopen the event and "Approve" the route.

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

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

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

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

• Requires an event that is set up to be locked, such as "Can Submit".
• Requires a staff that has "Amend" rights to the event.

1. Navigate to "Client > Case Management > Service Management > Service Entry
2. Select desired client.
3. Click "Add Event" and select desired event.
4. Fill in required fields.
5. Save.
6. Submit the event for approval.
7. Click "Actions" button and select "Amend Service".
8. Select desired reason.
9. Add any additional reasons.
10. Validate the event opens up in "Edit" mode.
11. Validate it contains "Amendment" reason.
12. Close the window.
13. Validate the previous event contains a strikethrough with a status of "Amended".
14. Validate the new event is listed.

• Requires a group event that can be locked.
• Scenario works with a group event that is set up as "Can Submit".
• Staff should have "Amend Rights" to the event.

1. Navigate to "Groups > Service Management > Service Management > Service Entry".
2. Select desired "Group".
3. Enter desired "Group Event".
4. Submit the event for approval.
5. Click "Actions" button.
6. Validate "Amend Service" button is listed.
7. Select "Amend Service".
8. Enter "Amend Reason".
9. Save.
10. Validate the "Amended Event" opens.
11. Validate it contains "Amendment" SubForm with the "Amend Reason".
12. Close the event.
13. Validate the previous event contains a "Strikethrough" and the status is "Amended".
14. Validate the new event is in "Modifiable" status.

• Staff's navigation has access to desired form.
• Staff has supervisor on record.
• Worker Roll has access to all for desired event.
• The field "Electronically Signed?" is checked on the desired event within "Agency Setup > Services Setup > By Program > Individual Services".

1. Login utilizing Staff A, of which is supervised by Staff B.
2. Navigate to "Client > Public Health > Primary Care > Visits".
3. Select desired client.
4. Click the "Add New" button, and select "Primary Care Visit", from the listing.
5. Set the remainder of the desired field and click the "Save" button.
6. Click the "E-Sign" button.
7. Click "OK" on the alert message containing "Are you sure you want to electronically sign this event? The contents will no longer be editable once it is signed."
8. On the newly created event, validate the "Status" contains "Signed".
9. Login utilizing Staff B.
10. Navigate to "Client > Public Health > Primary Care > Visits".
11. Select the same desired client.
12. On the event that contains the "Status" of "Signed, click the "Actions" button.
13. Select "Amend Service".
14. Validate the "Additional Comments" message box containing "If you would like to save additional reason comments for the amendment, please enter below".
15. If desired, set the "Additional Reason Comment" and click on "Save Additional Reason Comment" or click the "Amend No Comment.
16. Click the "Refresh" button, and validate the "Status" text contains "Amended".
17. Validate a new event is created containing the original data prior to the amend process.

• Requires an event that is set up to be locked, such as "Can Submit".
• Requires a staff that has "Amend" rights to the event.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Select desired client.
3. Click "Add Event" and select desired event.
4. Fill in required fields.
5. Save.
6. Submit the event for approval.
7. Click "Actions" button and select "Amend Service".
8. Select desired reason.
9. Add any additional reasons.
10. Validate the event opens up in "Edit" mode.
11. Validate it contains "Amendment" reason.
12. Close the window.
13. Validate the previous event contains a strikethrough with a status of "Amended".
14. Validate the new event is listed.

• Requires a group event that can be locked.
• Scenario works with a group event that is set up as "Can Submit".
• Staff should have "Amend Rights" to the event.

1. Navigate to "Groups > Service Management > Service Management > Service Entry".
2. Select desired "Group".
3. Enter desired "Group Event".
4. Submit the event for approval.
5. Click "Actions" button.
6. Validate "Amend Service" button is listed.
7. Select "Amend Service".
8. Enter "Amend Reason".
9. Save.
10. Validate the "Amended Event" opens.
11. Validate it contains "Amendment" SubForm with the "Amend Reason".
12. Close the event.
13. Validate the previous event contains a "Strikethrough" and the status is "Amended".
14. Validate the new event is in "Modifiable" status.

• Requires an event that is set up to be locked, such as "Can Submit".
• Requires a staff that has "Amend" rights to the event.

1. Navigate to "Client > Case Management > Service Management > Service Entry
2. Select desired client.
3. Click "Add Event" and select desired event.
4. Fill in required fields.
5. Save.
6. Submit the event for approval.
7. Click "Actions" button and select "Amend Service".
8. Select desired reason.
9. Add any additional reasons.
10. Validate the event opens up in "Edit" mode.
11. Validate it contains "Amendment" reason.
12. Close the window.
13. Validate the previous event contains a strikethrough with a status of "Amended".
14. Validate the new event is listed.

• Requires a group event that can be locked.
• Scenario works with a group event that is set up as "Can Submit".
• Staff should have "Amend Rights" to the event.

1. Navigate to "Groups > Service Management > Service Management > Service Entry".
2. Select desired "Group".
3. Enter desired "Group Event".
4. Submit the event for approval.
5. Click "Actions" button.
6. Validate "Amend Service" button is listed.
7. Select "Amend Service".
8. Enter "Amend Reason".
9. Save.
10. Validate the "Amended Event" opens.
11. Validate it contains "Amendment" SubForm with the "Amend Reason".
12. Close the event.
13. Validate the previous event contains a "Strikethrough" and the status is "Amended".
14. Validate the new event is in "Modifiable" status.

• Requires an event that is set up to be locked, such as "Can Submit".
• Requires a staff that has "Amend" rights to the event.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Select desired client.
3. Click "Add Event" and select desired event.
4. Fill in required fields.
5. Save.
6. Submit the event for approval.
7. Click "Actions" button and select "Amend Service".
8. Select desired reason.
9. Add any additional reasons.
10. Validate the event opens up in "Edit" mode.
11. Validate it contains "Amendment" reason.
12. Close the window.
13. Validate the previous event contains a strikethrough with a status of "Amended".
14. Validate the new event is listed.

• Requires a group event that can be locked.
• Scenario works with a group event that is set up as "Can Submit".
• Staff should have "Amend Rights" to the event.

1. Navigate to "Groups > Service Management > Service Management > Service Entry".
2. Select desired "Group".
3. Enter desired "Group Event".
4. Submit the event for approval.
5. Click "Actions" button.
6. Validate "Amend Service" button is listed.
7. Select "Amend Service".
8. Enter "Amend Reason".
9. Save.
10. Validate the "Amended Event" opens.
11. Validate it contains "Amendment" SubForm with the "Amend Reason".
12. Close the event.
13. Validate the previous event contains a "Strikethrough" and the status is "Amended".
14. Validate the new event is in "Modifiable" status.

• Requires an event that is set up to be locked, such as "Can Submit".
• Requires a staff that has "Amend" rights to the event.
• Requires an event that can be access via a "Listing" page.

1. Navigate to desired listing such as "Client > Case Management > Service Management > Assessments".
2. Select desired client.
3. Click "Add New" and select desired event.
4. Fill in required fields.
5. Save.
6. Submit the event for approval.
7. Click "Actions" button and select "Amend Service".
8. Select desired reason.
9. Add any additional reasons.
10. Validate the event opens up in "Edit" mode.
11. Validate it contains "Amendment" reason.
12. Close the window.
13. Validate the previous event contains a strikethrough with a status of "Amended".
14. Validate the new event is listed.

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

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

• Requires services that can be billed.
• Scenario works with services that require "Authorization".
• Client's billing authorization service details is linked to a "Service Bundle" that contains a large amount of rate/services.

1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
2. Click "New Run" and select "Immediate Run".
3. Fill in required fields to generate desired claims.
4. Save.
5. Wait for billing to run.
6. Validate the billing batch generated with the desired claims.

1. Navigate to " Setup > System > EvolvCS System Setup > System Settings/Preferences".
2. Check the flag "Create Mirror Services".
3. Validate "Create Mirror Claims and Invoices" is unchecked.
4. Save.
5. Wait for overnight billing job to run.
6. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
7. Click on "View Last Run" link.
8. Validate Step 4 and 5 are visible for "Run Services Mirror".
9. Validate Step 6 "Run Services Billed Mirror" is not listed.
10. Navigate to " Setup > System > EvolvCS System Setup > System Settings/Preferences".
11. Check the flag "Create Mirror Services".
12. Check the flag "Create Mirror Claims and Invoices".
13. Save.
14. Wait for overnight billing job to run.
15. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
16. Click on "View Last Run" link.
17. Validate Step 4 and 5 are visible for "Run Services Mirror".
18. Validate Step 6 "Run Services Billed Mirror" is listed.