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myEvolv NX 11.0.0075.06 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-53379 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
Aging Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • As of Month/Year w Params and Selection [ADD]
  • Report Selection Picklist
  • Report Parameters PickList
  • All Clients With Security for Reports
  • Report: Account Receivable Balances
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • AR Management
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim Submission Subform 2.0 Subform
  • Claim/Invoice Batch [VIEW]
Scenario 1: Aging Report “Exclude From Aging” – Claims With Single Submission
Specific Setup:

Claim within a sent batch.

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

Claim with multiple submissions within sent batches.

Steps
  1. Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
  2. Set the "As Of Month", "As Of Year", and "Report Selection" fields.
  3. Set the Parameter to "Client" with the desired client in the "Value" field.
  4. Click the "Preview" button.
  5. Validate the output contains the desired client.
  6. Click the desired claim number that contains multiple submissions.
  7. Click on the "Submissions" FormSet.
  8. Click "Actions" and select "Open Form" on the second submission.
  9. Check off "Exclude from Aging Reports" and click the "Save" button.
  10. Click "X" to close the window.
  11. Click the "Close" button on the report.
  12. Click the "Preview" button.
  13. Validate the claim excluded is not present on the output and click the "Close" button.
Topics
• Finance
ECS-53908 Summary | Details
11.0.0125, 11.0.0075.06, 11.0.0100.04
CMS 1500 One Claim Per Page
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/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim Output
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information Generic [EDIT]
  • Alternative Claim Output
Scenario 1: Validate CMS-1500 One Claim Per Page With Multi Service Line Claim
Specific Setup:
  • Requires at least one "Multi Service Line" claim with at least 7 service lines.
  • Requires at least one "Single Service Line" claim.
  • Scenario also works with another "Multi Service Line" claim with 2 service lines.
  • All of the claims are for the same client.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and select "Immediate Run".
  3. Fill in required fields to generate desired claims.
  4. Save.
  5. Wait for billing to run.
  6. Open the claim batch.
  7. Create the "CMS-1500" output.
  8. Validate for the "Multi Service Line" claim is on one page and the remaining service lines are on the next page.
  9. Validate the other claims are on their own page.
Topics
• Finance
ECS-54866 Summary | Details
11.0.0100, 11.0.0075.03
Service Entry
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Case Management > Service Management > Service Entry
  • Agency Program Services/Program-User Subform
  • Agency Program Services/Program-User [EDIT]
  • Client Service Entry
  • General Service Note (auto date) [VIEW] *SIGNED*
Scenario 1: Validate Time Stamps Of Signatures For Submitted Events When Server is in a Different Time Zone of User
Specific Setup:
  • Audit Snapshot should be enabled
  • Requires a route which contains transitions to Route Back for Revision and Unlock.
  • The server and user are in two different time zones.
  • The time zone off shift is known and configured.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Select desired event.
  4. Route the event and "Submit to Supervisor" for approval.
  5. Validate "Audit Snapshot" is taken.
  6. Validate the time is accurate, to where the workstation is located, for the signature and other values.
  7. Route the event back for revision.
  8. Edit the event and make desired changes validate all the times are accurate.
  9. Route the event and "Submit to Supervisor" for approval.
  10. Validate "Audit Snapshot" is taken and it contains desired changes.
  11. Validate all the times are accurate.
  12. Approve the event.
  13. Within routing actions, "Unlock" the event.
  14. Edit the event and make new changes.
  15. Route the event and "Submit to Supervisor" for approval.
  16. Validate "Audit Snapshot" is taken and it contains new changes.
  17. Validate any time stamps are accurate to the time zone the user is in.
  18. Amend to the event.
  19. Redo process for signatures, and routing.
  20. Validate date and times are accurate to workstation.
Topics
• Audit Snapshot • Routing
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]
  • Placement Events by Agency/Program - People
  • Client Search
  • Unit Table
Scenario 1: Validate Program Modifier Field Resets Upon Selecting A Different Program Upon Re-Admission
Specific Setup:
  • Requires a client that was enrolled into a program with a program modifier.
  • Client should be discharged from the agency.
Steps
  1. Navigate "Client > Client Information > Critical Information > Enrollment Information".
  2. Select desired client.
  3. Click "Display Menu of Actions" button on the agency enrollment.
  4. Select "Re-Admit To Agency".
  5. Set desired "Re-Admission Date".
  6. Click "Re-Admit to Program" and select desired program.
  7. Validate the "Modifier" field does not contain previous "Program Modifier".
Topics
• Client
ECS-55858 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0100.03
Undelete 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
  • Event Deleted [ADD]
  • Event Delete Reason
Scenario 1: Validate Undeleting An Assessment
Specific Setup:

Requires a "Test/Assessment" event that can be locked, i.e. "E-Sign".

Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Add desired "Test/Assessment" event.
  4. Fill in required fields.
  5. Save.
  6. Click "Actions" button and select "E-Sign" to lock the event.
  7. Click "Actions" button and select "Delete Service".
  8. Fill in delete reason and save.
  9. Validate the service is deleted with a strikethrough.
  10. Click "Actions" button and select "Un-Delete Service".
  11. Validate the service no longer contains a strikethrough.
  12. Open the event validate it does not contain a delete reason.
Topics
• Assessments
ECS-56027 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Front Desk Calendar - Staff Work Schedules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff Schedule [EDIT]
  • Staff Schedule Details B2 Subform
  • FrontDeskCheckIn
  • Service and Attendance Facilities Listing
  • FrontDeskCalendar
  • Front Desk Calendar Appointment [ADD]
  • Active events by Program or Clinic2
  • Front Desk People Search
  • Staff - Service Providers (by Staff_id) NES
Scenario 1: Staff Work Schedule Location/Site
Specific Setup:
  • Agency > Staff & Security > Staff Information > Work Schedule contains a "Workday" where "Start Time" and "End Time" differ for two different "Location/Site".
  • Staff has access to Front Desk.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the desired "Location" and "Date".
  3. Click the "View Calendar" button.
  4. Validate the schedule contains the desired available times.
  5. Schedule an appointment for the first location and close the Front Desk Calendar window.
  6. Set a different "Location" with the same "Date" as previously set.
  7. Click the "View Calendar" button.
  8. Validate the schedule contains the desired available times.
  9. Schedule an appointment for the second location and close the Front Desk Calendar window.
  10. Set the "Location" and "Date" used from the first appointment scheduled.
  11. Click the "Apply Filters" button and validate the newly created appointment is present within the "Scheduled" column.
  12. Set the "Location" and "Date" used from the second appointment scheduled.
  13. Click the "Apply Filters" button and validate the newly created appointment is present within the "Scheduled" column.
Scenario 2: Staff Work Schedule Location/Site
Specific Setup:
  • Agency > Staff & Security > Staff Information > Work Schedule contains a "Workday" where "Start Time" and "End Time" differ for two different "Location/Site".
  • Staff has access to Front Desk.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the desired "Location" and "Date".
  3. Click the "View Calendar" button.
  4. Validate the schedule contains the desired available times.
  5. Schedule an appointment for the first location and close the Front Desk Calendar window.
  6. Set a different "Location" with the same "Date" as previously set.
  7. Click the "View Calendar" button.
  8. Validate the schedule contains the desired available times.
  9. Schedule an appointment for the second location and close the Front Desk Calendar window.
  10. Set the "Location" and "Date" used from the first appointment scheduled.
  11. Click the "Apply Filters" button and validate the newly created appointment is present within the "Scheduled" column.
  12. Set the "Location" and "Date" used from the second appointment scheduled.
  13. Click the "Apply Filters" button and validate the newly created appointment is present within the "Scheduled" column.
Topics
• Front Desk • Staff
ECS-56090 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Cost Center and Program Unit Linked to Claims Hierarchy
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • 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-56289 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0050.08, 11.0.0100.03
Nested SubForms
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
  • Billing Qualifying Services List Subform
  • Billing Qualifying Services List [EDIT]
  • Payor Information [EDIT]
  • Billing Qualifying Services Subform
  • Agency-Program-Service Link
  • Billing Qualifying Services List [ADD]
Scenario 1: Validate Updating Nested SubForm
Specific Setup:
  • Requires a form that contains a "SubForm" that also contains a "Nested SubForm".
  • Scenario requires access to "Finance Setup".
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Payer".
  2. Select desired "Payer".
  3. Under "Qualifying Services List" click + sign to expand the row.
  4. Set desired "List Name".
  5. Add desired service to the "Qualifying Service" list.
  6. Save.
  7. Expand the row.
  8. Edit the "List Name".
  9. Save.
  10. Validate it saves without prompting to add a qualifying service.
  11. Expand the row.
  12. Add another qualifying service.
  13. Save.
Topics
• SubForm
ECS-56298 Summary | Details
11.0.0100, 11.0.0075.03
Call Center Event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CallCenterlisting
Scenario 1: Validate Time Zone Label On UDF Field Via Call Center Event
Specific Setup:

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

Steps
  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".
Topics
• Call Center
ECS-56469 Summary | Details
11.0.0100, 11.0.0075.03
System setting flag "Use eMAR?"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Medication Complete Form [ADD]
  • Drug Library Table
  • Setup > System > EvolvCS System Setup > System Settings/Preferences
  • Client > Client Information > Health Information > Medications
  • Medication Complete Form [DELETE]
Scenario 1: Validate “Use eMAR?” Honors Disable Rule for “Times of the Day for Dispensing Set”
Specific Setup:
  • eMAR enabled in system.
  • Available Drug to select.
Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Uncheck "Use eMAR?".
  3. Log out and back in.
  4. Navigate to "Client > Client Information > Health Information > Medications".
  5. Add New "Medication".
  6. Validate "Will be used for eMAR" is disabled.
  7. Validate "Times of the Day for Dispensing Set" is disabled.
  8. Select a "Drug".
  9. Validate "Times of the Day for Dispensing Set" is still disabled.
  10. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  11. Check "Use eMAR?".
  12. Log out and back in.
  13. Navigate to "Client > Client Information > Health Information > Medications".
  14. Add New "Medication".
  15. Validate "Will be used for eMAR" is not disabled.
  16. Validate "Times of the Day for Dispensing Set" is disabled.
  17. Validate "Times of the Day for Dispensing Set" is not required.
  18. Check "Entered Using Time Of Day Band Set Subform" checkbox.
  19. Check "Will be used for eMAR?".
  20. Validate "Times of the Day for Dispensing Set" becomes required.
  21. Select a Drug and Validate "Times of the Day for Dispensing Set" becomes enabled.
  22. Uncheck "Will be used for eMAR?"
  23. Validate "Times of the Day for Dispensing Set" becomes disabled.
  24. Fill remaining required fields and Save Form.
  25. Validate no required message thrown on "Times of the Day for Dispensing Set" and form saves.
Topics
• Client • eMAR • 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-57037 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
Referring Provider As Attending Provider
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Referral Contact Personal Information [EDIT]
  • Benefit Assignment [EDIT]
  • Receiver Information X12 Submissions [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
  • 837 File
  • Client Search
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
Scenario 1: Validate Referring Provider As Attending Provider In 2310A Loop
Specific Setup:
  • Requires a service that can be billed.
  • Claim Receiver the "Benefit Assignment" is linked to should be set with "837I Claim Output".
Steps
  1. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  2. Select desired client.
  3. Open desired "Benefit Assignment".
  4. Under "Referring Physician" set desired "Physician".
  5. Validate the "Referring Physician" has a "Taxonomy Code".
  6. Save.
  7. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
  8. Select desired "Receiver".
  9. Check "Output Referring Provider in 837I and Output Referring Provider as Attending Physician".
  10. Save.
  11. Navigate "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  12. Click "New Run" and select "Immediate Run".
  13. Fill in required fields to generate desired claim.
  14. Save.
  15. Wait for billing to run.
  16. Open the batch and "Create Output".
  17. Open the "837I Output".
  18. Validate "2310A" loop contains "NM1*71" with desired "Provider" and "PRV*AT*PXC" with desired "Taxonomy Code".
Topics
• Finance
ECS-57228 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
Custom Report - Report Virtual View
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Custom Reporting
  • Report Virtual Views [EDIT]
  • Folders Setup
  • Report Virtual Views [ADD]
Scenario 1: Custom Reporting - Edit Virtual View
Specific Setup:
  • Have access to Virtual Views Setup, configured at "Agency > Workgroups > Custom Reporting Security > Report Setup Security".
  • A "Virtual View" exists that contains data that exceeds the width of the window.
Steps
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. Click on "Virtual Views Setup".
  3. Select the "Virtual View" to modify that exceeds the width of the window.
  4. Click the "Test View".
  5. Validate the "Scroll Bar" displays.
  6. Modify the "Name" of the view.
  7. Save the "Virtual View".
  8. Edit the "Virtual View" just modified.
  9. Validate the name is the modified name.
  10. Validate the "Test View" displays the scroll bar.
Scenario 2: Custom Reporting - Add New Virtual View
Specific Setup:
  • Have access to Virtual Views Setup, configured at "Agency > Workgroups > Custom Reporting Security > Report Setup Security".
  • A "View Definition" script that will generate a result that has no scrollbar. Example "Select * From People_x".
  • A "View Definition" script that will generate a result that has no scrollbar. Example "Select * From People".
Steps
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. Click on "Virtual Views Setup".
  3. Click "Add New" button.
  4. Set desired name for the virtual view.
  5. Under "View Definition" use the "View Definition" commands in the precondition that will generate no scroll bar.
  6. Click "Test View".
  7. Validate the view executes and sample table is generated.
  8. Validate no scroll bar displays along the bottom of the results.
  9. Redo the test with the "View Definition" commands in the precondition that will generate a scroll bar.
  10. Validate the view executes and the sample table is generated.
  11. Validate the scroll bar displays along the bottom of the results.
  12. Click "Save" button.
  13. Validate the "Virtual View" is listed.
Topics
• NX Custom Reporting • Reports
ECS-57339 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Diagnosis and Place of Service Code for Void Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claims Submission For Remittance NX [EDIT]
  • Claim Service Lines NX Subform
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • 837 File
Scenario 1: Validate Void Claim Contains Diagnosis Code and Place Of Service
Specific Setup:
  • Requires a claim that can be voided.
  • Claim should have a "Place of Service" code and client "Diagnosis".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Click "Add Action" and select "Void".
  5. Save.
  6. Wait for billing to run.
  7. Open the "Void Submission".
  8. Validate the "Service Line" SubForm contains desired claim information.
  9. Validate the "Place of Service Code" contains the place of service from the original claim.
  10. Validate the "Diagnosis Treated" contains the diagnosis from the original claim.
  11. Open the "837 Output".
  12. Validate the CLM line contains the desired "Place of Service Code".
  13. Validate the output also contains the "Diagnosis Treated".
Topics
• Finance
ECS-57353 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Adjustment Action Resulting In Two Submissions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claims Submission For Remittance NX [EDIT]
  • Claim Service Lines NX Subform
  • Claim 2.0 [EDIT]
Scenario 1: Validate Payment/Adjustment Action With Calculate Rate Generates Claim After Mid Month Program Modifier Change
Specific Setup:
  • Requires a client with a "Facility Placement" that has already been billed with a specific "Program Modifier".
  • Client should have another "Program Modifier" entered for half of the month after claim was generated.
  • Requires a "Billing Rate" set up to bill a different rate for a "Program Modifier".
  • Both rates are set up with the same "Service Line Consolidation".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set parameters to search for desired claim.
  4. Add a payment to the claim.
  5. Click "Add Action" select "Adjustment/Replacement".
  6. Under "Amount Type" select "Calculate Rate".
  7. Validate "Calculate Rate" returns desired results.
  8. Save.
  9. Wait for billing to run.
  10. Open the resulting "Adjustment Claim".
  11. Validate it contains desired result.
  12. Open the original claim.
  13. Validate it contains desired reversing "GL Transaction".
Topics
• Finance
ECS-57405 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
User Timeout
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • FrontDeskCalendar
  • Profile Icon
  • Staff Look Up Their Own Information
Scenario 1: Validate NTST User Able to Login Following Timeout
Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Scenario 2: Validate Front Desk Calendar Standalone Closes Upon System Timeout
Specific Setup:
  • Access to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  • Access to Calendar.
Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Select system.
  3. Set the "Inactivity Timeout (hh:mm)" to a low interval for testing and Save.
  4. Log out of and back into the system in order for the new logout timer to be applied.
  5. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  6. Click the Calendar button.
  7. Wait for timeout duration to complete.
  8. Observe the Calendar will close upon timeout.
Scenario 3: Validate User Can Log Back in Successfully Following Timeout
Specific Setup:

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

Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Verify and take note of "Inactivity Timeout" value.
  3. Wait for X amount of minutes.
  4. Validate Timeout warning appears last 5 minutes of inactivity.
  5. Validate successful logout.
  6. Log back in using same user.
  7. Validate successful login from timeout screen.
Scenario 4: Validate NIAM Users Able To Log Back Into Session Following Timeout
Specific Setup:
  • Within Setup > System > EvolvCS System Setup > System Settings/Preferences, set the "Inactivity Timeout (hh:mm)" to 5 minutes.
  • User is configured for NIAM login.
  • System setup for NIAM logins.
Steps
  1. Login utilizing NIAM user name.
  2. Click the "Next" button.
  3. On the NIAM pop up, enter the password.
  4. Click the "Verify" button.
  5. Wait for timeout message.
  6. After the staff is timed out, repeat steps 1 thru 4.
  7. Validate staff can log back in and Windows display as expected.
Topics
• Calendar • Front Desk • Login • Setup
ECS-57595 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0100.03
Additional Documentation and Follow-Ups
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CallCenterlisting
  • Call Disposition with Intake [EDIT]
  • Client Search
  • Client Service Entry
Scenario 1: Validate Save & New Call Function
Specific Setup:

Requires a call center event that is set up with "Additional Documentation and/or Follow Up events.

Steps
  1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
  2. Click "New Call"
  3. Select desired call form.
  4. Fill in required fields for the client phone number, name etc.
  5. Click "Next".
  6. Select desired client or new caller.
  7. Click "Next".
  8. Select desired event.
  9. Fill in required fields.
  10. Under "Additional Documentation" select desired event.
  11. Fill in required fields for the "Additional Document".
  12. Save the "Additional Document".
  13. On the call center form click "Save & New Call".
  14. Validate a new call center event opens is blank.
  15. Repeat steps 4-9.
  16. Under "Additional Documentation" validate there are no events listed.
  17. Add "Additional Documentation".
  18. Click "Save & Mark Completed".
Topics
• Call Center
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-58030 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0050.08, 11.0.0100.03
Authorization Units and Denied Adjustment Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • Client Search
  • Authorization Details - Client/Finance Bills [EDIT]
  • Authorization - Finance [EDIT]
  • Claims Submission For Remittance NX [EDIT]
Scenario 1: Validate Authorization Used SubReport
Specific Setup:
  • Scenario works with a claim that has been paid.
  • Claim should be linked to an "Authorization".
  • Service has been updated so that on rebill it consumes more units.
Steps
  1. Navigate to "Client > Client Information > Billing Authorization > Information".
  2. Select desired client.
  3. Select desired "Authorization".
  4. Scroll to "Authorization Used".
  5. Validate the SubReport loads with the desired data.
  6. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  7. Select desired remittance.
  8. Set parameters to search for desired claim.
  9. Click "Add Action".
  10. Select "Adjustment/Replacement".
  11. Select "Calculate Rate".
  12. Validate "Calculate Rate" returns desired data with updated "Units".
  13. Save.
  14. Wait for billing to run.
  15. Validate "Adjustment Claim" has been generated.
  16. Navigate to "Client > Client Information > Billing Authorization > Information".
  17. Click "Refresh".
  18. Scroll to "Authorization Used".
  19. Validate the SubReport loads with the updated "Authorization Information".
Scenario 2: Validate Denying And Resubmitting A Claim Linked To An Authorization
Specific Setup:

Requires a claim that can be denied and is linked to an "Authorization".

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired check.
  3. Set parameters to search for desired claim.
  4. Add "Denial" status.
  5. Click "Add Action".
  6. Select "Resubmit.
  7. Select "Calculate Rate".
  8. Validate the desired service is returned.
  9. Save.
  10. Navigate to "Client > Client Information > Billing Authorization > Service Details".
  11. Select desired client.
  12. Open the desired "Authorization" row.
  13. Under "Used" section validate an additional unit was not consumed.
Topics
• Finance • Widgets
ECS-58045 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Write Off Transactions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claim Action Reasons
  • All Clients With Security Listing by PeopleID
  • Claims Maintenance NX Form Set
  • Claim 2.0 [EDIT]
Scenario 1: Delete Writeoff Action That is In A Open Month
Specific Setup:
  • Write off action has been performed in an open month.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set search parameters to search for desired "Claim".
  3. Open the transaction history and delete the write off and denial transaction.
  4. Validate the GL Transactions are within the opened month.
Scenario 2: Writeoff Actions In Closed Month
Specific Setup:
  • Write off action has been performed in a posted month.
  • User has access to finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set search parameters to search for desired "Claim".
  3. Open the transaction history and delete the write off and denial transaction.
  4. Validate the GL Transactions are within the next opened month.
Scenario 3: AR Managment - Delete Overpayment in Closed Month
Specific Setup:
  • Claim with an overpayment action has been performed in a closed month.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set search parameters to search for desired "Claim".
  3. Open the transaction history and delete the overpayment.
  4. Validate the GL Transactions are within the next opened month.
Scenario 4: AR Management - Delete Overpayment in Open Month
Specific Setup:
  • Claim on record containing an overpayment posted in an opened month.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set search parameters to search for desired "Claim".
  3. Open the transaction history and delete the overpayment.
  4. Validate the GL Transactions are within the opened month.
Topics
• Finance
ECS-58053 Summary | Details
11.0.0100, 11.0.0025.08, 11.0.0050.05, 11.0.0075.02
"CCD" Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Personal Information > Demographics
  • 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
  • My Client Information Form Set
Scenario 1: Widgets Pending Referral - Validate "Upload Document" Window Closes
Specific Setup:

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

Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Select the "My Pending Referrals" Widget.
  3. Access a referral from the widget.
  4. Click the "Assessment" Tab.
  5. Add an assessment that contains a document upload feature.
  6. Upload a file.
  7. Save the file.
  8. Fill in any other required fields.
  9. Save the form.
  10. Validate all forms closed prior do not display.
  11. Exit the "My Referral Information" form.
  12. Validate the form displays the widget selections.
  13. Select the same referral.
  14. Edit the assessment just created.
  15. Remove the image and load a second image.
  16. Validate all forms close appropriately.
  17. Save the file.
  18. Validate prior forms closed display.
  19. Close the form.
  20. Validate the widgets form displays.
  21. Validate no forms closed in prior steps display.
Scenario 2: Widgets My Clients - Validate "Text Template" Window Closes
Specific Setup:
  • Staff that has clients displaying in the "My Clients Widget".
  • An "Assessment" exists that contains a "Note" area.
  • The "Note" area has existing templates.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Select the "My Clients" Widget.
  3. Access a client from the widget.
  4. Click the "Assessment" Tab.
  5. Add an assessment that contains a document upload feature.
  6. Fill in any required fields.
  7. Select the "Progress Note" template.
  8. Validate the template is entered into the progress note.
  9. Validate the "Text Template" look up table clears.
  10. Save the form.
  11. Validate all forms closed prior do not display.
  12. Exit the "Client Information" form.
  13. Validate the form displays the widget selections.
  14. Validate all items closed prior, do not display.
  15. Select the same client.
  16. Edit the assessment just created.
  17. Modify the progress note with a new template.
  18. Validate the "Text Template" look up table closes.
  19. Save the form.
  20. Validate prior forms closed do not display.
  21. Close the form.
  22. Validate the widgets form displays.
  23. Validate no forms closed in prior steps display.
Topics
• Forms • SubForm
ECS-59064 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Mirrored Billing Jobs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers/Contracts Setup 2.0 Form Set
  • ContractsRatesSetup
  • Billing Plan Setup NX [EDIT]
  • Placement NX Form Set
  • Billing Rate - Placement Based NX [EDIT]
  • Critical Information
  • Facility Transfer [ADD]
  • Provider Sites by Program (Vacancy)
  • Unit Table
  • Enrollment Transfer Type Look-up Table
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Client Search
  • Payers Setup Table
  • Placement Disruption Rules Form Set
  • Placement Disruptions Rule Setup-Client [EDIT]
  • Placement Disruptions: Unknown Location [ADD]
Scenario 1: Billing Placement Services Using "Allow Billing Non-Overnight Stay" And Transfer Is Within The Same Facility
Specific Setup:
  • Rate History is checked for " Allow to bill non overnight stay".
  • Client has transferred beds within the same Facility.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected number of "Units".
  5. Click "Claim".
  6. Validate "Billed Services" contains one record for "Date of Transfer".
Scenario 2: Billing Placement Services Using "Allow Billing Non-Overnight Stay" And Transfer Is To A New Facility
Specific Setup:
  • Rate History is checked for " Allow to bill non overnight stay".
  • Client has transferred to a different Facility.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected services.
Scenario 3: Placement Billing With Non-Billable Placement Disruption Occurring At Beginning And Ending Of Day
Specific Setup:
  • Placement Disruption is not billable.
  • Rate History is checked for " Allow to bill non overnight stay".
  • Placement disruption begins on day 1 midday and ends on day 3 midday.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected number of "Units".
  5. Click "Claim".
  6. Validate the "Billed Services" contain the expected number of "Units".
Scenario 4: Placement Billing With Billable Placement Disruption Occurring At Beginning And Ending Of Day
Specific Setup:
  • Placement Disruption is billable.
  • Rate History is checked for " Allow to bill non overnight stay".
  • Placement disruption begins on day 1 midday and ends on day 3 midday.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected number of "Units".
  5. Click "Claim".
  6. Validate the "Billed Services" contain the expected number of "Units".
Topics
• Client • Finance • Finance Setup
ECS-59097 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0100.03
Graphing Capability
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Sub Reports - System Form Set
  • Sub-Report Designer [VIEW]
  • Interface Design Form Set
  • FormDesigner
  • NX Sub Report [EDIT]
  • Event Definitions - People Based Form Set
  • Event Categories/People - User Modifiable
  • Event Definition User - People [EDIT]
  • Client Search
  • Client Service Entry
  • Assessment with graph [ADD]
  • Assessment with graph [EDIT]
Scenario 1: Validate SubReport Graphing with Assessments
Specific Setup:
  • Worker Role must have access to event within "Setup > Security/Access > Worker Roles > Security for Events".
  • SubReport containing a graph is set on the event.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry" and select the desired client.
  2. Click the "Add Event" button and select the desired event.
  3. Validate the SubReport graph is present on the event.
  4. Fill out the desired/required information and save.
  5. Validate the "Status" on the newly created event contains" Pending Submission".
  6. Click on the "Actions" button and select "Submit Service".
  7. Validate alert text displays containing "Are you sure you wish to submit this event?" and click the "Yes" button.
  8. Click "OK" on the alert text "Are you sure you wish to proceed with submitting this event(s)?".
  9. Validate the "Status" contains "Signed/Submitted".
  10. Click the "Actions" button and select "Unsubmit Service".
  11. Click "OK " on the message "Are you sure you wish to proceed with un-submitting this event(s)?".
  12. Set information on the event and "Save".
  13. Click on the "Actions" and select "Submit Service".
  14. Set information on the form and "Save".
  15. Click the "Actions" button and select "Submit Service".
  16. Click the "Yes" button on the "Are you sure you wish to submit this event?" message.
  17. Validate the "Status" contains "Signed/Submitted".
Topics
• Forms
ECS-59101 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Waterfall of Claim That Was Previously Re-Submitted to Original Funder
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claim Adjustment Reasons
  • Claims Submission For Remittance NX [EDIT]
  • FinanceClaims
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • 837 File
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
  • ActionsView
Scenario 1: Validate Resubmit Outputs CAS From Most Recent Remittance
Specific Setup:

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

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance Check".
  3. Set parameters to search for desired claim.
  4. Add a "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.
Scenario 2: Validate CAS Output With Multiple Remittances
Specific Setup:
  • Requires a claim that can be remitted and waterfalled to a second payer.
  • Scenario works with 2 remittance checks.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance Check".
  3. Set parameters to search for desired claim.
  4. Add a "Denial".
  5. Click "Add Adj" button.
  6. Add desired "Adjustment Reasons".
  7. Save.
  8. Select a second "Remittance Check".
  9. Add a "Partial Payment".
  10. Click "Add Adj" button.
  11. Add desired "Adjustment Reasons".
  12. Click "Add Action".
  13. Select "Resubmit to Other" to waterfall to secondary payer.
  14. Save.
  15. Wait for billing to run.
  16. Open the desired batch.
  17. Create the output.
  18. Validate it contains "Adjustment Reasons" from the second check.
Topics
• Finance
ECS-59158 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Program Enrollment - End Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • ServicePlanList
  • ServicePlanForm
  • Critical Information
  • Program Enrollment [Edit]
  • Agency Program Services/Program-User Subform
Scenario 1: Treatment Plan Finalized With Corresponding Program Enrollment Is End-Dated
Specific Setup:
  • Service event has the "Draft Service Option" set.
  • User has access to client.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click the "Add Event" button and select event.
  4. Fill out desired information and click the "Save as Draft" button.
  5. Utilizing the same client, navigate to "Client > Case Management > Plan Development > Planning".
  6. Enter new treatment plan and submit for approval.
  7. Utilizing the same client, navigate to "Client > Client Information > Critical Information > Enrollment Information".
  8. Close the program enrollment.
  9. Navigate to "Client > Case Management > Service Management > Service Entry".
  10. Review the previously entered event and validate the status contains "Draft".
  11. Navigate to "Client > Case Management > Plan Development > Planning".
  12. Review the previously entered treatment plan and validate the status contains "Submitted for Approval".
Topics
• Client
ECS-59253 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Placement Services - Multiple Programs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Setup - No Care Day/Respite [EDIT]
  • Client Search
  • Critical Information
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Report: Service Details
  • Date Range (Required) With Parms [ADD]
  • Report Parameters PickList
  • All Clients With Security for Reports
  • Report: Enrollments for a Period
Scenario 1: Outpatient Type Programs - "Services Created for Days of Placement"
Specific Setup:
  • The "Services Created for Days of Placement" is checked off in breadcrumb "Agency Setup > Agency > Program Setups > Outpatient & Other" for desired programs.
  • Rates are setup to bill for placement.
  • Client is enrolled in multiple outpatient programs during the same time.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click on "New Run" and select "Immediate Run".
  3. Set the desired "Submitter", "Run Description", "Through Date" and any other desired fields.
  4. Click the "Save" button.
  5. Select the "Billing Processing History" tab.
  6. Click the "Start Billing Now" button.
  7. Click "OK" on the "Billing job started" message.
  8. Once the billing run is completed, review claims.
  9. Validate claims were created for desired programs within the same time.
  10. Click the "X" to close.
  11. On the batch, click the "Actions" button and select "Open Batch".
  12. Click the "Create Output" button and close.
  13. Click the "Actions" button and select "Mark as Sent".
  14. Click "OK" on the "Are you sure you want to mark sent?" message.
  15. Navigate to "Client > Client Information > Critical Information > Enrollment Information" and set to desired client.
  16. Within the first program, click the "Actions" cell and select the "Services Generated Report" link.
  17. Validate the desired dates are indicated as "Billed".
  18. Click the "Close" button.
  19. Within the second program, click the "Actions" cell and select the "Services Generated Report" link.
  20. Validate the desired dates are indicated as "Billed".
  21. Click the "Close" button.
Scenario 2: Enrollments for a Period Report - "Program: Are Services Created for Placement?"
Specific Setup:
  • The "Services Created for Days of Placement" is checked off in breadcrumb "Agency Setup > Agency > Program Setups > Outpatient & Other" for desired program(s).
  • Client is enrolled in program(s).
  • User has access to Reports module.
Steps
  1. Navigate to "Reports > Clients > General > Enrollments for a Period".
  2. Set the desired "From Date" and "Through Date".
  3. Check off the "Program: Is Enrollment Required for Services?" field.
  4. Set the "Parameter" to "Client" and set the "Value" to the desired client.
  5. Click the "Preview" button.
  6. Validate the output contains the desired data.
  7. Click the "Close" button.
Topics
• Agency Setup • Client • Finance • Reports
ECS-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-59407 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Print Bundle - SubReports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • NX Sub Report [EDIT]
  • Diagnosis General [ADD]
  • Diagnosis Search Service
  • PrintingBundleTemplate
  • Printing Bundle Templates Active
  • Alerts - View [VIEW]
Scenario 1: Print Bundle with SubForms
Specific Setup:
  • Client contains an event with SubReport data entered.
  • User has access to client and Client module.
Steps
  1. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  2. Select desired template.
  3. Select desired events and click the "Submit" button.
  4. Set the desired "Description" and click the "Run Now" button.
  5. Once output is retrieved, validate the SubReport data and print.
Topics
• Reports
ECS-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-59523 Summary | Details
11.0.0100, 11.0.0075.05, 11.0.0050.08
HL7 Inbound Actions
Scenario 1: CareFabric - HL7 Inbound Actions
Steps

Internal Testing Only.
Topics
• CareConnect
ECS-59528 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Supervisor Taskbar Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval
  • Note to Staff
  • Alerts - View
  • Alert Popup
  • Client > Case Management > Service Management > Service Entry
  • All Clients With Security Listing by PeopleID
  • Client Search
  • Activity Simple Form [ADD]
  • Activity Simple Form [Delete]
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Client Service Entry
  • SupervisorModule
Scenario 1: Supervisor - Supervises Subordinates
Specific Setup:
  • The "Supervisor Approval - Show All Subordinates" is checked off within "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  • Two staff records.
  • Staff 1
  • Has staff 2 indicated as their supervisor within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  • Has access to client.
  • Staff 2
  • Is set as the supervisor of staff 1 within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  • Has access Supervisor module.
Steps

Staff 1

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

Staff 2

  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval" and set the desired filters.
  2. Validate the status contains "Pending Approval".
  3. Click the "Actions" link and select "Approve & Add Note".
  4. Enter desired note and click the "Save" button.
  5. Navigate to "Client > Case Management > Service Management > Service Entry" and set the desired client.
  6. Validate the "Status" for the event is "Approved".
Scenario 2: Supervisor Module - "Approve & Add Note"
Specific Setup:
  • Event is pending approval from supervisor.
  • User has access to Supervisor module.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval" and set the desired filters.
  2. Validate the event displays and contains status of "Pending Approval".
  3. Click on the "Actions" button and select "Approve & Add Note" from the list box.
  4. Set the desired notes.
  5. Click the "Save" button.
  6. Click the Look Up Table button to search for the same client.
  7. Click the "Apply Filters" link.
  8. Validate message displays "You have unsaved actions, all pending action swill be lost Continue?" and click the "OK" button.
  9. Validate the client previously searched displays with the same event containing a status of "Pending Approval".
  10. Click the "Actions" link and select "Approve & Add Note".
  11. Enter desired note and click the "Save" button.
  12. Validate the "Cancel Approval" button is displays.
  13. Validate the "Pending Action" cell contains "Approve".
  14. Click the "Save" button.
  15. Set desired filters and validate the approved event does not display.
Scenario 3: Supervisor - Supervises Self
Specific Setup:
  • Submitted events requiring approval.
  • Staff has access to Supervisor module.
  • Setup > System > EvolvCS System Setup > System Settings/Preferences.
  • "Supervisor Approval - Show All Subordinates" is checked off.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Click the "View Filters" link and set the desired filters.
  3. Click "Apply Filters".
  4. On desired service event, click on the "Actions" link.
  5. Select "Approve & Add Note".
  6. Set the desired "Notes" area and click the "Save" button.
  7. Validate the "Pending Action" column contains "Approve".
  8. Click the "Save" button.
Topics
• Client • Supervisor
ECS-59556 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Recreate To New Payer Action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Authorization - Finance [EDIT]
  • Client Search
  • AR Management
  • Cash Receipts for Remittance
  • Claim/Invoice Batch [VIEW]
  • Claim 2.0 [EDIT]
  • FinanceClaims
  • Claim Output Ready
  • 837 File
  • Claims Submission For Remittance NX [EDIT]
  • Claim Service Lines NX Subform
  • All Clients With Security Listing by PeopleID
Scenario 1: Validate Recreate To New Payer Action
Specific Setup:
  • Requires a client with a billed service.
  • Client must have a new "Primary Benefit Assignment" the service can be rebilled to.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Add a "Denial" status.
  5. Click "Add Action"
  6. Under "Action" select "Recreate To New Payer".
  7. Validate "Submit To" field only the new "Primary" payer is listed.
  8. Save.
  9. Wait for billing to run.
  10. Open the "Action Based Billing Run".
  11. Create Output.
  12. Validate the contains only "Primary Payer" information.
Topics
• Finance • Finance Setup • Widgets
ECS-59570 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
Workflow Scheduler Setup, Rule Type Referral
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Workflow Tasks [ADD]
  • Tasks to be Scheduled
  • Program listing by Agency
  • Staff - All (by Staff ID)
  • Schedules [ADD]
  • Workflow Programs Responsible B2 Subform
  • Event Categories/People - User Modifiable
  • Agency Setup > Event Setup > People > Events Setup
  • Workflow Rules Manager
  • Qualifiers Subform
  • Workflow Triggers [ADD]
  • Event Definitions - People Based Form Set
  • Event Definition User - People [EDIT]
  • Triggering Events
  • Trigger Dates
  • Event Groups for Formset Members-User
  • WorkFlow Header/Grouping
  • Workflow Qualifiers
  • Program Listing - All
  • Scheduler Worker Assignment Types
  • Event Group Sub form Subform
Scenario 1: Validate Creating Workflow Rule For Referral
Steps
  1. Navigate to "Agency Setup > Event Setup > People > Events Setup".
  2. Select desired "Event Category".
  3. Select desired event.
  4. Under "Event Groups" select an event group that is set up for referrals, i.e. "Agency Referral Test/Assessments".
  5. Save.
  6. Navigate to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
  7. Select a Rule Type "Referral".
  8. Click "Create New Rule".
  9. Fill in required fields such as "Header/Grouping and Description".
  10. Select desired "Qualifier".
  11. "Click "Create New Trigger".
  12. Click "Triggering Event" and validate the event from step 3 is listed.
  13. Set desired "Trigger Date" and click "Update".
  14. Click "New Task".
  15. Select desired "Task Event".
  16. Set desired "Staff Responsible for Task and Program Responsible".
  17. Click "Update".
  18. Click "New Sched" button.
  19. Set desired schedule for the workflow.
  20. Click "Update".
  21. Click "Save".
  22. Validate the desired workflow is listed.
Topics
• Workflows
ECS-59580 Summary | Details
11.0.0100, 11.0.0050.04, 11.0.0075.01
Resolution of Failed CareFabric API Calls Past 11.0.050 Release
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Import File processing Form Set
  • Import File Templates
  • Referral Information Form Set
  • Address by ZIP code Subform
Scenario 1: OP WELL - ClientEventPreRegister Message
Specific Setup:
  • Import file contains client demographics with modifications to the "Address Information".
  • User has access to client record.
Steps
  1. Send desired record of which will update the referral.
  2. Navigate to "Referral > Agency Referral > Referral Information > Demographics".
  3. Set the desired client.
  4. Validate the desired fields within the "Address Information" have been updated in the client referral demographics.
Scenario 2: OP Well - ClientEventUpdate Message
Specific Setup:
  • Existing referral record on file for client.
  • Import file contains client demographics with modifications to the "Address Information".
  • User has access to client record.
Steps
  1. Send desired record of which will update the referral.
  2. Navigate to "Referral > Agency Referral > Referral Information > Demographics".
  3. Set the desired client.
  4. Validate the desired fields within the "Address Information" have been updated.
Topics
• Third Party Solution
ECS-59636 Summary | Details
11.0.0100, 11.0.0075.03
Mobile CareGiver+ Visits
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Navigation and Menu
  • Visits
  • Visits > Add new visit
  • Work List
  • Worklist
  • Work List (Standalone) > Edit - Billable Service Start / End
Scenario 1: MCGEvvVisitDocumented - Update Visit Changes
Steps

Internal testing only.
Topics
• Third Party Solution
ECS-59638 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
ABA Sessions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Program System Services by Program [EDIT]
  • Calendar
  • Staff Calendar
  • Session
  • Save Session
  • Client Service Entry
  • Client Related Task - New [ADD]
  • Agency Program System Services by Program Subform
  • Agency Program Services [EDIT]
  • Client Search
Scenario 1: ABA Sessions - Validate "Signed/Submitted" Status
Specific Setup:
  • ABA enabled myEvolv environment.
  • Access to ABA Behavior Tracking Application on an iPad.
  • Desired event has the below fields checked off.
  • "Can Submit?"
  • "Electronically Signed?"
  • "Auto-Submit/Sign?"
Steps
  1. myEvolv
  2. Navigate to Client > Case Management > Service Management > Service Entry and select desired client.
  3. Schedule an "ABA 1: 1 Session".
  4. Validate the event contains a "Status" of "Scheduled".
  5. CarePOV Behavior Tracking: ABA
  6. Open the desired appointment and start the session.
  7. Enter desired information and save the session.
  8. myEvolv
  9. Navigate to "Client > Case Management > Service Management > Service Entry" for the same client.
  10. Validate the previously scheduled event "Status" has been updated to reflect "Signed/Submitted".
Scenario 2: ABA Session "Draft" Status
Specific Setup:
  • Desired event does not contain the "Auto-Submit/Sign?" checked.
  • ABA enabled myEvolv environment.
  • Access to ABA Behavior Tracking Application on an iPad.
Steps
  1. myEvolv
  2. Navigate to Client > Case Management > Service Management > Service Entry and select desired client.
  3. Schedule an "ABA 1: 1 Session".
  4. Validate the event contains a "Status" of "Scheduled".
  5. CarePOV Behavior Tracking: ABA
  6. Open the desired appointment and start the session.
  7. Modify the end time to an hour prior to the start time and save.
  8. myEvolv
  9. Navigate to "Client > Case Management > Service Management > Service Entry" for the same client.
  10. Validate the previously scheduled event "Status" has been updated to reflect "Draft".
Scenario 3: ABA Session Event - SDK Event
Steps

Internal testing only.
Topics
• ABA • Third Party Solution
ECS-59645 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
SCO Millin Encounter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batches Management
  • FinanceClaims
  • Claim Output Ready
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-59721 Summary | Details
11.0.0100, 11.0.0075.03
Parent and Child Events Performance Updates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Event Definitions - Service - by Category/Program
  • Other Activities - B2E Subform
  • Other Activities [EDIT] *DRAFT*
  • General Service Note (auto date) [EDIT] *DRAFT*
  • Other Activities [VIEW] *SIGNED*
  • Other Activites Miles [VIEW] *SIGNED*
  • General Service Note (auto date) [DELETE]
  • Client > Case Management > Service Management > Service Entry
  • Other Activities Miles [EDIT] *DRAFT*
  • Other Activities [EDIT]
  • Other Activities Miles [EDIT]
Scenario 1: Validate Child Events Update Along with Parent Event
Specific Setup:
  • Parent Event with multiple Child Events.
  • Parent and Child Events all set to save as draft using "Draft Service Option".
  • Available Client setup in Program with desired Parent and Child Events.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select Desired Client.
  3. Add Desired Parent Event.
  4. Enter minimum required information and add at least two Child Events (do not enter date, time or staff).
  5. Save as draft.
  6. Validate the Parent and Child Events are all saved as draft.
  7. Validate Staff propagated to Child Events.
  8. Reopen the parent event.
  9. Complete the form and save.
  10. Validate the Parent and Child Events are all "Pending".
  11. Sign/Submit the Parent Event.
  12. Validate all events are saved/signed as final.
Topics
• Client
ECS-59731 Summary | Details
11.0.0100, 11.0.0050.06, 11.0.0075.03
Treatment Plan Performance Updates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Look-up Tables Definitions (User) Form Set
  • Look-up Table Listing (Defran Supplied&View Only)
  • Look Up Tables Where Used [VIEW]
  • Client Search
  • ServicePlanList
  • ABA Completed Information [ADD]
  • ServicePlanForm
  • ABA - Area of Treatment [ADD]
  • Problem Category Lookup - Not Safety Plan
  • ABA Goal [ADD]
  • Problems Identified (People/Category) - no Domain
  • Treatment Plan Library (by Category)
  • ABA: Program Implementation Template (PIT) [ADD]
  • Service Plan Intervention Teaching Procedure
  • ABA - Area of Treatment [EDIT]
  • ABA Goal [EDIT]
Scenario 1: Treatment Plan Details Performance
Specific Setup:

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

Steps
  1. Navigate to "Access to "Setup > User Tools > Table Definitions > Where Applied".
  2. Verify "Treatment Plan Details" does not appear under "Applied Form Lines" for these Look Up Tables:
  3. Problems Identified (Group Profile/Category)
  4. Problems Identified (People/Category)
  5. Problems Identified (People)
  6. Verify "Treatment Plan Details" does appear under "Applied Form Lines" for these Look Up Tables:
  7. Problems Identified (Group Prof/Cat) - no Domain
  8. Problems Identified (People/Category) - no Domain
  9. Problems Identified (People) - no Domain
  10. Navigate to "Client > Case Management > Plan Development > Planning".
  11. Add new treatment plan.
  12. Navigate to Problem area that uses Look Up Tables from step 3.
  13. Validate look-up table loads data.
Topics
• Client • Setup • Treatment Plans
ECS-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-59776 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Agency Re-Admission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Critical Information
  • Agency Discharge [EDIT]
  • Event Definitions (Plain)
  • Closing Reasons - Service Track Table
  • Outcome/Results - Service Track Table
  • Referral Search
  • Person Information [ADD]
  • Wizard
  • WizardMPISearch
  • New Referral to the Agency [ADD]
  • Referral Source - Referral In
  • Referral Reason Table
  • Referral to Programs from Outside - People Edit Subform
  • Referral to Agency [EDIT]
  • Referral Made Status Subform
  • Open/Closed Status - Referrals Made
  • Referral to Program from Outside Source [Edit]
  • Agency Re-Admission [EDIT]
  • Placement Events by Agency/Program - People
  • Provider Sites by Accepting Placements Program
  • Unit Table
  • Schedules
  • Agency Program Placement Service by Prog Subform
Scenario 1: My Pending Referrals Widget - Attendance Enrollments
Specific Setup:
  • Client is discharged from the agency.
  • User has access to client.
  • User has access to My Pending Referrals Widget.
Steps
  1. Enter a new Referral for the previously discharged client into an Attendance based program.
  2. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  3. Utilizing the "My Pending Referrals" widget, click on the icon for desired referral for the re-admission for the previously discharged client.
  4. Validate the "Placement Type" does not default and click the search.
  5. Validate "Attendance Enrollment" is available within the search and select.
  6. Enter desired "Re-Admit To Facility" and "Unit".
  7. Validate "Schedule of Sessions" is enabled and enter desired data.
  8. Enter any other desired/required information on the form and click the "Save" button.
Topics
• Program Referrals • Widgets
ECS-59837 Summary | Details
11.0.0100, 11.0.0050.05, 11.0.0075.02
KY State Reporting - 837 File
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Receivers Setup Form Set
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
  • Client Search
  • Benefit Assignment [EDIT]
  • Billing Batches Management
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Claim Output Ready
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]
  • 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
  • Notepad
  • Claims Maintenance NX Form Set
  • Claim Submission 2.0 [EDIT]
  • 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 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 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-60016 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Routing NX and Treatment Plans
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • ServicePlanList
  • ServicePlanForm
  • Client Service Entry
Scenario 1: Validate NX Treatment Plan Routing With Audit Snapshot
Specific Setup:
  • 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.
Steps
  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.
Topics
• Client • Routing • Service Entry • Treatment Plans
ECS-60034 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Appointments Times on Front Desk Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • FrontDeskCalendar
Scenario 1: Front Desk - Resize Calendar Window
Specific Setup:
  • Time slots available on the calendar.
  • User has access to Front Desk NX.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the desired "Location" and "Date".
  3. Click on the "View Calendar".
  4. Set any desired filters.
  5. Validate time slot beginning and end times.
  6. Maximize the window.
  7. Validate time slot beginning and end times.
  8. Minimize the window.
  9. Validate time slot beginning and end times.
  10. Close the window.
Topics
• Front Desk
ECS-60038 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Routing NX - Routes With Validate Treatment Plan
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • Print Preview
  • Client Search
  • ServicePlanForm
  • ServicePlanList
  • UpdateHistory
Scenario 1: NX Routing - NYC Treatment Plan Route
Specific Setup:
  • 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".
Steps
  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.
Scenario 2: Validate NX Routing And Notes To Complete Widget
Specific Setup:
  • Requires an event that is linked to "Basic Approval Route".
  • Scenario assumes Routing Conversion has been completed.
Steps
  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.
Topics
• Client • Routing • Treatment Plans • Widgets
ECS-60041 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0050.08, 11.0.0100.03
"Keep a print bundle for how many days?" Option In Agency Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • PrintingBundleTemplate
  • Printing Bundle Templates Active
  • Web Browser
  • Agency [EDIT]
  • Batch Letter [ADD]
  • Letter Event Template
  • PDF
  • Alerts - View [VIEW]
Scenario 1: Validate Print Bundle Run Now/Async Simultaneously
Specific Setup:
  • Scenario works with two different staff credentials and using two different workstations.
  • Scenario uses "Print Bundle Template".
  • Multiple Client records in system.
Steps
  1. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  2. Select a "Client".
  3. Click on "Template" button and select desired template.
  4. Check off desired events.
  5. Click "Submit" button.
  6. Set desired description.
  7. Click "Submit Async".
  8. As the second staff, log into myEvolv on a different workstation.
  9. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  10. Select a "Client" (use different record than prior steps).
  11. Click on "Template" button and select desired template.
  12. Check off desired events.
  13. Click "Submit" button.
  14. Set desired description.
  15. Click "Run Now".
  16. Wait for report image to appear.
  17. Validate the report contains desired "Client".
  18. Switch back to first workstation.
  19. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  20. In the "My Print Bundle" widget click on "Actions".
  21. Select "View PDF".
  22. Validate the report contains the desired Client.
Scenario 2: Batch Letters - Validate "Keep a print bundle for how many days?" Controls The Number Of Days To Keep
Specific Setup:
  • The "Agency Setup > Agency > Agency > Agency Information" the "Keep a print bundle for how many days?" is set to "0".
  • Clients exist that can have letters generated.
  • Letters exist that can be generated.
Steps
  1. Navigate to "Taskbar > Document Management > Document Management > Batch Letters".
  2. Generate the batch of letters.
  3. Navigate to " Taskbar > My Homeview > Homeview Launcher > Homeview".
  4. Select the "My Batch Letters Jobs".
  5. The Job should display and be processed.
  6. Wait one hour.
  7. Refresh the form.
  8. Validate the "My Batch Letters Jobs" widget contains no data.
  9. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  10. Set the "Keep a print bundle for how many days?" is set to "2" days.
  11. Navigate to "Taskbar > Document Management > Document Management > Batch Letters".
  12. Generate the letters.
  13. Wait for an hour to pass.
  14. Validate the Job displays in widget.
  15. Log into the system tomorrow and validate the job displays.
  16. Validate the job is removed after "2" days.
Scenario 3: Print Bundle - Validate Submitting Large Bundles Using "Keep a print bundle for how many days?" Option
Specific Setup:

In Agency Setup, enter a desired number in the "Keep a print bundle for how many days?" input box.

Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  2. Click the "Agency Specific Settings" tab.
  3. Set the desired number in the "Keep a print bundle for how many days" input box.
  4. Click "Save".
  5. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  6. Click "Select Client".
  7. Search and select desired client.
  8. Click "Select Template".
  9. Select desired template.
  10. Check desired event checkboxes.
  11. Click "Submit".
  12. Fill out required fields.
  13. Click "Run Now".
  14. Wait until bundle is ready to print.
  15. Validate the print bundle has been loaded in a different tab.
  16. Verify the print bundle exists in PDF form.
  17. Close out of the PDF.
  18. Click the "Alerts" button in the top right.
  19. Validate the print bundle confirmation message link is listed in the listbox.
  20. Click the message link.
  21. Click the "Here" link.
  22. Verify the PDF exists.
  23. Close out of both the PDF and alert message.
Topics
• Agency • Agency Setup • Client • Print Bundle • Reports
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]
  • Cost Center Definitions
  • FinanceInvoices
  • Invoice [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-60078 Summary | Details
11.0.0125, 11.0.0075.06, 11.0.0100.04
837 AR Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers/Contracts Setup 2.0 Form Set
  • ContractsRatesSetup
  • Billing Rate Header - A/M [ADD]
  • Billing Batches Management
  • Payers Setup Table
  • Rate Group Category
  • Type of Rates
  • Rate-Plan Link - Sub Subform
  • Plans/Contracts by Payer and Receiver
  • Client Search
  • Benefit Assignment [ADD]
  • Payers of Agency
  • Plans/Contracts by Staff
  • Relationship - Family Table
  • Billing Rate - A/M [ADD]
  • Billing Rate Details - A/M Subform
  • Drug Library Table
  • Drug Dose Form
  • Procedure Codes for Billing
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Claim Output Ready
  • Medication Administered (not eMAR) [ADD]
  • People Medication History not for eMAR
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Billing Batch Claims Review
Scenario 1: Validate 837 Claim Output For Administered Medications
Specific Setup:
  • AM Rate exists for the service.
  • Client has active Benefit Assignment.
  • A medication order must be completed in Medications.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" button.
  3. Select "Immediate Run" from the drop down list.
  4. Fill out required fields.
  5. Click "Save".
  6. Click "Actions".
  7. Select desired claim output from the drop down list.
  8. Validate information has been listed in the claim output.
  9. Click "Download Electronic File" button.
  10. Validate the information is listed in the electronic file.
  11. Close out of both the electronic file and claim output.
Topics
• Finance • Finance Setup
ECS-60097 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Workflow Scheduler Setup, Rule Type Foster Home
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Workflow Rules Manager
  • WorkFlow Header/Grouping
  • Qualifiers Subform
  • Workflow Qualifiers
  • Workflow Triggers [ADD]
  • Triggering Events
  • Trigger Dates
  • Workflow Tasks [ADD]
  • Scheduler Worker Assignment Types
  • Schedules [ADD]
  • Tasks to be Scheduled
  • Resource Family Search
  • Agency/Programs Table
Scenario 1: NX Workflow Scheduler - Create and Edit New Foster Home Grouping/Header and Rule
Steps
  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.
Topics
• Resource Families • Workflows
ECS-60098 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Uploaded Image Resizing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Select File for Upload
Scenario 1: Validate Large Uploaded Images are Resized
Specific Setup:
  • Available assortment of image files larger than 1024×576 to upload.
  • Available service event with image upload.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select Desired Client.
  3. Add Desired Image Upload Event.
  4. Upload Desired Image from setup.
  5. Click the Image File Link.
  6. Click Open.
  7. Validate Image is resized to 1024×576.
  8. Save the event.
  9. Open the event.
  10. Click the Image File Link.
  11. Click Open.
  12. Validate Image is resized to 1024×576.
Topics
• Service Entry
ECS-60099 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Resource Family Portal Login Page
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • RFP Mobile - Login Screen
  • RFP Mobile - Home
  • RFP Mobile - Tasks
  • RFPDefault
Scenario 1: Resource Family Portal - Validate Timeout Landing Page
Specific Setup:

User has access to Resource Family Portal page.

Steps
  1. Access "Resource Family Portal".
  2. Wait until homepage refreshes due to timeout inactivity.
  3. Validate the homepage refreshes to the login screen.
  4. Validate user can login.
  5. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  6. Set the "Inactivity Timeout (hh:mm)" field to 2 minutes.
  7. Click "Save".
  8. Navigate back to "Resource Family Portal".
  9. Verify the timeout message exists.
  10. Wait until homepage refreshes due to timeout inactivity.
  11. Verify the login page exists.
  12. Validate the message contains "You've been signed out of your account to help protect your information. Any action(such as filling out a form) that wasn’t saved has been lost. Please sign back in to resume your activity".
  13. Navigate back to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  14. Set the "Inactivity Timeout (hh:mm)" field back to the original timing.
  15. Click "Save".
  16. Log back into "Resource Family Portal"
  17. Verify the timeout message no longer exists.
  18. Wait until homepage refreshes due to timeout inactivity.
  19. Verify the login page exists.
  20. Validate the message contains "You've been signed out of your account to help protect your information. Any action (such as filling out a form) that wasn’t saved has been lost. Please sign back in to resume your activity".
  21. Navigate back to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  22. Set the "Inactivity Timeout (hh:mm)" field back to the original timing.
  23. Click "Save".
  24. Log back into "Resource Family Portal"
  25. Verify the timeout message no longer exists.
Topics
• Resource Family Portal
ECS-60100 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Look-Up Tables in Resource Family Portal
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • RFP Mobile - Login Screen
  • RFP Mobile - Home
  • Home Assignments Subform
  • Resource Family Group Events
  • Member Assignments Subform
  • Resource Family Member Events
  • Foster Home Milestone [EDIT]
  • Resource Family Search
  • RFP Mobile - Tasks Listing View - User
  • Requirement With Expiration [ADD]
  • Staff - Service Providers (by Staff_id)
  • RFP Mobile - Tasks
  • Resource Family Members
  • Resource Family Member Information Form Set
  • Client Related Task - New [ADD]
Scenario 1: Resource Family Portal - Validate Navigating Look-Up Table
Specific Setup:
  • User has access to "Resource Family Portal".
  • User needs a mobile device available.
  • Events are added in the "Milestones Setup" in Agency Setup.
Steps
  1. Navigate to "Resource Families > Foster/Adoptive Home > Information > Member Information".
  2. Search and select desired family.
  3. Expand the member row.
  4. Click the "Requirements" tab.
  5. Click "Add New".
  6. Select "Add Task" from the dropdown list.
  7. Select desired task, that is included in the milestones, from the dropdown list.
  8. Fill out required fields.
  9. Click "Save".
  10. Access "Resource Family Portal".
  11. Click the "Tasks" tab.
  12. Click the "Requirements (Member)" cell.
  13. Select recently scheduled Task from the "To Do" column.
  14. Validate the look-up tables are filtered to the selected field.
  15. Fill out other required fields.
  16. Click "Save".
Topics
• Resource Family Portal
ECS-60109 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Rate Renewal
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers/Contracts Setup 2.0 Form Set
  • Payers Setup Table
  • ContractsRatesSetup
  • Billing Rate - Service Based NX [EDIT]
  • Billing Rate Details - Services NX Subform
  • Billing Batches Management
  • FinanceClaims
  • Claim 2.0 [EDIT]
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • Claim Submission Subform 2.0 Subform
Scenario 1: Rate "Renew" Action "Effective Date"
Specific Setup:
  • Active rate history on record.
  • User has access to Finance Setup.
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  2. Choose desired payer.
  3. Expand the "Active Rate History."
  4. Click on the "Actions" button and choose the "Renew" option.
  5. Set the "New Rate Name".
  6. Set the "Effective Date" to the same "Effective Date" as another item within the "Active Rate History".
  7. Click the "Continue" button.
  8. Make any desired modifications to the new rate and click "Save".
  9. Validate the "Effective Date" on the renewed rate.
Topics
• Finance Setup
ECS-60126 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Period Break Rules for Consolidated Services and Calculate Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ActionsView
  • Claim Submission 2.0 [EDIT]
  • Claims Maintenance NX Form Set
  • AR Management
  • Cash Receipts for Remittance
  • All Clients With Security Listing by PeopleID
  • Claim Service Lines NX Subform
  • Billing Batches Management
  • Billing Request Action Based Run [ADD]
  • Action Based Run - Claim Action Types
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
  • FinanceClaims
  • Claim 2.0 [EDIT]
Scenario 1: Validate Calculate Rate Honors Break By Place Of Service
Specific Setup:
  • Scenario works a client that has billed 2 services that were provided two different place of services.
  • Client also has a third service that was provided in a place of service as one of the claims already billed.
  • Rate is set up to consolidate by day.
  • Rate is set up to "Break by Place of Service".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set search parameters to search for desired claim.
  4. On the first claim provided in "Place of Service A" select "Add Action" and select "Resubmit".
  5. Select "Calculate Rate".
  6. Validate the "Submission" contains desired event and it includes the second service not yet billed.
  7. On the second claim provided in "Place of Service B" select "Add Action" and select "Resubmit".
  8. Select "Calculate Rate".
  9. Validate the "Submission" contains desired event and it does not include the second service not yet billed.
Scenario 2: Validate Calculate Rate Honors Break By Staff
Specific Setup:
  • Scenario works a client that has billed 2 services that were provided by different staff (staff A and B) on same day.
  • Client also has a third service that was provided by staff A on same day, but not yet billed.
  • Rate is set up to consolidate by day.
  • Rate is set up to "Break by Staff".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set search parameters to search for desired claim.
  4. On the first claim provided by Staff A select "Add Action" and select "Resubmit".
  5. Select "Calculate Rate".
  6. Validate the "Submission" contains desired event and it includes the second service not yet billed.
  7. On the second claim provided by Staff B select "Add Action" and select "Resubmit".
  8. Select "Calculate Rate".
  9. Validate the "Submission" contains desired event and it does not include the second service not yet billed.
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
ECS-60170 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Held Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Held Claims 2.0 Form Set
  • Claim Submissions Held
  • AR Management
  • Claim Submission for Held Claims 2.0 [EDIT]
  • Billing Batches Management
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Billing Run Request Limit People Subform
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • BillingProcessHistory
Scenario 1: Action Based Billing Runs – Resolved Held Claims
Specific Setup:
  • Claim(s) are within a "Held" status.
  • Claim on record for with bulk action.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set search parameters to search for desired claims.
  3. Click "Add Action" and select "Resubmit".
  4. Select "Calculate Rate".
  5. Set the desired "Transaction Month" and click the "Save" button.
  6. Navigate to "Finance > Claim Maintenance > Held Claims > Claim Submission Information".
  7. Search and select the desired held claim.
  8. Check off the "Released by User" and the "Released To Be Sent to Payer" checkboxes.
  9. Click the "Save" button.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click the "Refresh" button.
  12. Validate the bulk action billing run does not contain the held claim previously released.
  13. Click the "New" button and select "Immediate Run".
  14. Set the parameters containing information for the previously held claim.
  15. Once the billing run completes, validate it contains the previously held claim.
Topics
• Finance
ECS-60232 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Alerts from Non-Event Based Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Personal Information [EDIT]
  • Alerts - Send [ADD]
  • Alerts - Recipients B2 Subform
  • Staff (All)
  • Alerts
  • Client Personal Information [VIEW]
  • Claims Maintenance NX Form Set
  • Claim 2.0 [EDIT]
  • Claim 2.0 [VIEW]
  • Billing Batch Claims Review
  • Billing Plan Output [EDIT]
  • Client Finance Related Information Form Set
  • Alerts - View [VIEW]
  • AlertListing
Scenario 1: Validate Alerts Page
Specific Setup:

User has access to Alerts.

Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics"
  2. Search and select desired client.
  3. Click the "Send Alert" button.
  4. Fill out required fields.
  5. Click the "Send" button.
  6. Navigate to "Taskbar > Alerts > Alerts > Alerts".
  7. Click the "Message" link.
  8. Validate the page contains selected client's personal information.
  9. Click "Close".
  10. Click the "Delete" button.
  11. Click "OK" in the message window.
  12. Close out the "Alerts" page.
  13. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  14. Click the "Select a Claim" button.
  15. Search and select desired claim.
  16. Click the "Send Alert" button.
  17. Fill out required fields.
  18. Click the "Send" button.
  19. Click the "View Alerts" button.
  20. Click the "Message" link.
  21. Validate the page contains claim information.
  22. Click the "Original Billing Batch" link.
  23. Validate the page contains the original billing batch information.
  24. Click "Close".
  25. Click "Plan" link.
  26. Validate the page contains billing plan information.
  27. Click the "Plan/Contract Rates" tab.
  28. Validate the page contains plan/contract rates information.
  29. Click "Close".
  30. Click the "Client" link.
  31. Validate the page contains finance related client information.
  32. Click "Close".
  33. Close out of the "Claim" page.
  34. Click the "Delete" button in the "Alert" page.
  35. Click "OK" in the message window.
  36. Close out the "Alerts" listbox.
Topics
• Alerts
ECS-60249 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Routing NX Activation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Agency Program Services/Program-User Subform
  • Agency Program Services/Program-User [EDIT]
  • Routing Workflow Scheme
  • Agency Program Services [EDIT]
Scenario 1: Validate Routing NX Basic Approval Workflow
Specific Setup:
  • Requires an event that is linked to "Basic Approval Route".
  • Scenario assumes Routing Conversion has been completed.
Steps
  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.
Topics
• Routing • Setup
ECS-60267 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Calculate Rate Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • ActionsView
  • All Clients With Security Listing by PeopleID
Scenario 1: Validate Calculate Rate Performance
Specific Setup:

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

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

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

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

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

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired check.
  3. Set search parameters to search for desired claims.
  4. Click "Add Action" and select "Resubmit to Other/Waterfall".
  5. Select "Calculate Rate".
  6. Validate the claim submission is returned.
  7. Repeat for the remaining the claims.
  8. Save.
  9. Validate the "Resubmit" saved and each claim has a new submission to the secondary payer.
Topics
• Finance
ECS-60290 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
RFP Form Set Members Link to Event Group
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Resource Family Search
  • RFP Mobile - Login Screen
  • RFP Mobile - Home
  • Home Assignments Subform
  • Resource Family Group Events
  • Member Assignments Subform
  • Resource Family Member Events
  • Foster Home Milestone [EDIT]
  • Profile Scheduled Tasks [ADD]
  • RFP Mobile - Tasks
  • Resource Family Members
  • Resource Family Member Information Form Set
  • Client Related Task - New [ADD]
  • RFP Mobile - Tasks Listing View - Home
  • RFP Mobile - Tasks Listing View - User
Scenario 1: Resource Family Portal - Validate Formset Member Events
Specific Setup:

User has access to Resource Family Portal.

Steps
  1. Navigate to "Agency Setup > Agency > Milestone Setup > Foster Home".
  2. Click the "Milestone Setup" cell.
  3. Add an event for both "Home Assignments" and "Member Assignments" tables.
  4. Click "Save".
  5. Navigate to "Resource Families > Foster/Adoptive Home > Information > Requirements".
  6. Search and select desired family.
  7. Click "Add New".
  8. Select "Add Task" from the drop down list.
  9. Select recently added event from the drop down list.
  10. Fill out required fields.
  11. Click "Save".
  12. Click the "Member Information" tab.
  13. Expand desired member cell.
  14. Select "Requirements" tab.
  15. Click "Add New".
  16. Select "Add Task" from the drop down list.
  17. Select recently added event from the drop down list.
  18. Fill out required fields.
  19. Click "Save".
  20. Access "Resource Family Portal".
  21. Click the "Tasks" tab.
  22. Validate the "Requirements" tabs contain number of tasks listed in the Milestone formset member.
  23. Click the "Requirements (Family)" cell.
  24. Validate the recently scheduled task is listed in the "To Do" column.
  25. Click the "Back" button.
  26. Click the "Requirements (Member)" cell.
  27. Validate the recently scheduled task is listed in the "To Do" column.
  28. Navigate back to "Agency Setup > Agency > Milestones Setup > Foster Home" in myEvolv.
  29. Click the "Milestone Setup" cell.
  30. Remove the recently added events in both the "Home Assignments" and "Member Assignments" cell.
  31. Click "Save".
  32. Navigate back to "Resource Family Portal".
  33. Click the "Tasks" tab.
  34. Click the "Requirements (Family)" cell.
  35. Validate the event remains in the "To Do" column.
  36. Click the "Requirements (Member)" cell.
  37. Validate the event remains in the "To Do" column.
Topics
• Resource Family Portal
ECS-60301 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Test Questions with Disable Rules and Effective Dates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Test Events for People Form Set
  • Event Category Tests People
  • Event Definition User - People [EDIT]
  • Agency Program Services/Program-User Subform
  • Interface Design Form Set
  • FormDesigner
  • NX Test [EDIT]
  • NX Test Setup Answers (RD) Subform
Scenario 1: Tests With a Test Question With Both a Date Range and Disable Rule - Current Date
Specific Setup:
  • In "Agency Setup > Services Setup > By Program > Individual Services" ensure the below fields are checked.
  • "Can Submit?"
  • "Electronically Signed"
  • "Is Active"
  • In "Setup > Treatment and Tests > Test Events for People > Test Events" select "Test Events for People".
  • Select desired event.
  • Set the "Allow Completing in the Future" checkbox.
  • In "Setup > User Tools > Interface Design > Form Designer"
  • Set the "Form Family" to "Tests and Assessments (People)".
  • Set the desired form from the "Form List" which contains at least 3 questions.
  • Question 1: This will be used in the disable condition.
  • Ensure it has a Question Code "QUESTCODE" set
  • Ensure this question has an Answer with an Output Code "OUTCODE"
  • Set the "Effective From" on both the question and answer to be at least one day after the current.
  • Set the "Effective To" on the answer.
  • Question 2: This will contain the disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Question 3: This will contain a disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Ensure the "Effective To" field is not set.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select the desired client.
  3. Click "Add Event" and select the desired event.
  4. Set the "Actual Date" to today's date.
  5. Fill out all desired information and click the "Save" button.
  6. Click on the newly created event.
  7. Click on the "Submit" button.
  8. Click the "OK" button on alert message "Are you sure you wish to proceed with submitting this event(s)?".
  9. Validate the status contains "Signed/Submitted".
Scenario 2: Test With a Test Question With Both a Date Range and Disable Rule - Past Event
Specific Setup:
  • In "Agency Setup > Services Setup > By Program > Individual Services" ensure the below fields are checked.
  • "Can Submit?"
  • "Electronically Signed"
  • "Is Active"
  • In "Setup > Treatment and Tests > Test Events for People > Test Events" select "Test Events for People".
  • Select desired event.
  • Set the "Allow Completing in the Future" checkbox.
  • In "Setup > User Tools > Interface Design > Form Designer"
  • Set the "Form Family" to "Tests and Assessments (People)".
  • Set the desired form from the "Form List" which contains at least 3 questions.
  • Question 1: This will be used in the disable condition.
  • Ensure it has a Question Code "QUESTCODE" set
  • Ensure this question has an Answer with an Output Code "OUTCODE"
  • Set the "Effective From" on both the question and answer to be at least one day after the current.
  • Set the "Effective To" on the answer.
  • Question 2: This will contain the disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Question 3: This will contain a disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Ensure the "Effective To" field is not set.
  • Event on client record containing a date within the past and within "Pending Submission" status.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select the desired client.
  3. Click "Actions" on the event that is "Pending Submission".
  4. Select "Submit Service".
  5. Click "Yes" on the alert message "Are you sure you wish to submit this event".
  6. Click the "OK" button.
  7. Validate the event contains a status of "Signed/Submitted".
Scenario 3: Tests With a Test Question With Both a Date Range and Disable Rule - Future Date
Specific Setup:
  • In "Agency Setup > Services Setup > By Program > Individual Services" ensure the below fields are checked.
  • "Can Submit?"
  • "Electronically Signed"
  • "Is Active"
  • In "Setup > Treatment and Tests > Test Events for People > Test Events" select "Test Events for People".
  • Select desired event.
  • Set the "Allow Completing in the Future" checkbox.
  • In "Setup > User Tools > Interface Design > Form Designer"
  • Set the "Form Family" to "Tests and Assessments (People)".
  • Set the desired form from the "Form List" which contains at least 3 questions.
  • Question 1: This will be used in the disable condition.
  • Ensure it has a Question Code "QUESTCODE" set
  • Ensure this question has an Answer with an Output Code "OUTCODE"
  • Set the "Effective From" on both the question and answer to be at least one day after the current.
  • Set the "Effective To" on the answer.
  • Question 2: This will contain the disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Question 3: This will contain a disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Ensure the "Effective To" field is not set.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select the desired client.
  3. Click "Add Event" and select the desired event.
  4. Set the "Actual Date" to a future date.
  5. Fill out all desired information and click the "Save" button.
  6. Click on the newly created event.
  7. Click on the "Submit" button.
  8. Click the "OK" button on alert message "Are you sure you wish to proceed with submitting this event(s)?".
  9. Validate the status contains "Signed/Submitted".
Topics
• Forms
ECS-60320 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Password Reset
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
Scenario 1: Password Reset - Staff
Specific Setup:

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

Steps
  1. Set the desired "Username" field.
  2. Ensure the "Use Active Directory?" checkbox is unchecked.
  3. Click the "Next" button.
  4. Click the "Forgot Password?" link and set the desired "Email Address".
  5. Click the "Reset Password" button.
  6. Validate message stating "If an account is associated with the desired email you will get a password reset link to your inbox".
  7. Open email and click on the "here" link.
  8. Set the "New Password" and "Confirm Password" fields.
  9. Click the "Change Password" button.
  10. Validate user can login with the new password.
Topics
• Agency • Staff
ECS-60357 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Foster Home Milestones
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Foster Home Milestone [ADD]
  • Home Assignments Subform
  • Resource Family Group Events
  • Member Assignments Subform
  • Resource Family Member Events
  • Resource Family Search
  • GenericBrowse
  • Foster Home Milestone [EDIT]
  • Tables Maintenance - Extended Form Set
  • Look-up Tables Maintenance - Extended
Scenario 1: Resource Family Portal - Validate Type of Home LUT Options
Specific Setup:

User has access to Resource Families.

Steps
  1. Navigate to "Setup > System > Table Maintenance - Extended > Tables".
  2. Click the "Select Table" button.
  3. Search and select desired table. (Facility Type was used for this test).
  4. Edit or add a new row.
  5. Check the "Foster Home" checkbox.
  6. Click "Save".
  7. Navigate to "Agency Setup > Agency > Milestone Setup > Foster Home".
  8. Click "Add New".
  9. Select "Foster Home Milestone" from the drop down list.
  10. Fill out required fields.
  11. Validate the recently updated table description is listed in the "Type of Home" look-up table.
  12. Select the description.
  13. Click "Save".
  14. Navigate to "Resource Families > Foster/Adoptive Home > Information > General Information".
  15. Click the "Select Family" button.
  16. Search and select desired resource family.
  17. Click the "Type" look-up table button.
  18. Verify the recently added table description exists.
  19. Select the description.
  20. Click "Save".
Topics
• Resource Family Portal
ECS-60383 Summary | Details
11.0.0125, 11.0.0075.04, 11.0.0100.02
Patient Statement Reports With Front Desk NX
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
  • 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
  • Location Table (Service)
  • Front Desk-Person Information
  • Patient Statement Report - Simplified
  • Agency [EDIT]
  • FrontDeskCheckIn
  • Patient Statement
  • Front Desk - Client Information [EDIT]
  • Report Output Configuration Form Set
  • Report Selection Output
  • Report Output Configuration [EDIT]
  • Patient Statement Look-Up
Scenario 1: "Patient Statement Report by Client - Simplified" Functions In Front Desk NX
Specific Setup:
  • The "Front Desk Patient Statement Report" is set to "Patient Statement Report by Client - Simplified ".
  • The "Patient Statements" and "Check In W/Form" are configured to display in the "Agency Information" form.
  • A client exists that has an appointment scheduled.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Select the "Patient Statement" on the appointment for the client.
  3. Validate the report selected displays.
  4. Close the report.
  5. Select the "Check In W/ Form".
  6. Click the "Self Pay Statement".
  7. Validate the report selected displays.
  8. Close the report and form.
  9. Validate the client is in the "Checked In" column.
  10. Click the "Check-In-Form" button.
  11. Click the "Self Pay Statement".
  12. Validate it displays.
  13. Close the report.
Scenario 2: Front Desk NX - Validate Custom Report Footer Reports Function For Patient Statement Reports
Specific Setup:
  • Reports are configured in "Setup > System > Report Output > Report Output" with a custom footer. The reports are active.
  • Access to the "Front Desk Patient Statement Report" at "Agency Setup > Agency > Agency > Agency Information" on the "Agency-Specific Settings".
  • A client that has data to view to allow seeing report and footer.
  • The "Patient Statements" and "Check In W/Form" are configured to display in the "Agency Information" form.
Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency".
  2. Set the "Front Desk Patient Statement Report" to the first custom footer report in the precondition.
  3. Save the form.
  4. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  5. Select the "Patient Statement" on the appointment for the client.
  6. Validate the report selected above displays and has the custom footer.
  7. Close the report.
  8. Select the "Check In W/ Form".
  9. Click the "Self Pay Statement".
  10. Validate the report selected above displays and has the custom footer.
  11. Select "Check-In-Form"
  12. Click the "Self Pay Statement".
  13. Validate the report displays and has the custom footer.
  14. Close the report and form.
  15. Click "Undo Check-In".
  16. Redo the test with the second custom footer report in the precondition.
Topics
• Finance • Front Desk • Reports
ECS-60385 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Amend Group Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • Client Search
  • Select Group
  • Agency [EDIT]
  • Program by Person and Enrollment
Scenario 1: Validate Amended An Event Via Service Entry
Specific Setup:
  • Requires an event that is set up to be locked, such as "Can Submit".
  • Requires a staff that has "Amend" rights to the event.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry
  2. Select desired client.
  3. Click "Add Event" and select desired event.
  4. Fill in required fields.
  5. Save.
  6. 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 2: Validate Group Event Can Be Amended
Specific Setup:
  • 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.
Steps
  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.
Scenario 3: Validate Supervisor Can Amend Event When Limit Amend Is Checked
Specific Setup:
  • 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".
Steps
  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.
Scenario 4: Validate Amended An Event Via Service Entry
Specific Setup:
  • Requires an event that is set up to be locked, such as "Can Submit".
  • Requires a staff that has "Amend" rights to the event.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click "Add Event" and select desired event.
  4. Fill in required fields.
  5. Save.
  6. 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 5: Validate Group Event Can Be Amended
Specific Setup:
  • 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.
Steps
  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.
Topics
• Agency Setup • Client • Event Setup • Groups • Service Entry
ECS-60403 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Resource Family Portal
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Resource Family Portal
  • Alerts - Send To Resource Family Portal Staff [ADD]
  • Alerts - Recipients RFP Staff Subform
  • Staff (RFP)
  • General requirements (Single Day) [VIEW]
Scenario 1: Resource Family Portal - Parent Portal
Specific Setup:
  • Applicant that is a member of the Resource Family, should have portal access through "Resource Families > Applicants > Information > Member Information".
  • User has access to Family Parent portal.
  • Event that can be submitted.
Steps
  1. Login into the Family portal.
  2. Click on the client name.
  3. Click the "Add New" button and select "Add Event".
  4. Select desired event and set the desired/required fields including the "Completed Date".
  5. Click the "Save" button.
  6. Validate the newly created event displays within the "Completed Events".
  7. Click "X" to close.
Topics
• Resource Family Portal
ECS-60433 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Improved Performance of Remittance Imports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceImportListing
  • Finance File Import
  • Report: Claim Remittance Report
Scenario 1: Importing Payment - Service Level
Specific Setup:
  • Requires claim(s) that contain single service that are ready to be remitted.
  • Requires an "835 Remittance File".
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click on "Upload File".
  3. Select "Upload 835".
  4. Click "Choose File".
  5. Select desired 835 file.
  6. Set "Deposit Date".
  7. Click "Upload" button.
  8. Wait for file to upload.
  9. Validate "Upload Message".
  10. Close the "Import" window.
  11. Click "Actions" button.
  12. Select "Remittance Report".
  13. Validate the report displays desired claims with desired statuses.
Scenario 2: Importing Payment - Multiple Service(s) Claim Level
Specific Setup:
  • Requires multi service line claims that are ready to be remitted.
  • Requires an 835 Remittance File.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click on "Upload File".
  3. Select "Upload 835".
  4. Click "Choose File".
  5. Select desired 835 file.
  6. Set "Deposit Date".
  7. Click "Upload" button.
  8. Wait for file to upload.
  9. Validate "Upload Message".
  10. Close the "Import" window.
  11. Click "Actions" button.
  12. Select "Remittance Report".
  13. Validate the report displays desired claims with desired statuses.
Topics
• Finance
ECS-60434 Summary | Details
11.0.0125, 11.0.0075.03, 11.0.0100.01
Resource Family Home Placements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Client Related Task - New [ADD]
  • RFP Mobile - Login Screen
  • RFP Mobile - Home
  • RFP Mobile - My Family
  • RFP Mobile - My Family - Placement Tasks
  • Staff - Service Providers (by Staff_id)
  • RFP Mobile - My Family - Fostering Family
Scenario 1: Resource Family Portal - Validate Due Tasks Showing In Placements and Fostering Family
Specific Setup:
  • User has access to the Resource Family Portal.
  • Resource Family has Placements.
  • Placement must be an individual client enrolled in another program separate from the one tied to the Resource Family.
  • Staff must have access to service events in event security.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Search and select desired client that is linked to a resource family.
  3. Click the "Schedule Task" button.
  4. Select desire task from the drop down list.
  5. Select a staff that is not linked to a resource family in the "Staff Responsible" field.
  6. Fill out required fields.
  7. Click "Save".
  8. Access "Resource Family Portal".
  9. Click the "My Family" tab.
  10. Validate the "Number of Task" cell remains the same number in the "Fostering Family" row.
  11. Select currently used client from the "Placements" row.
  12. Validate the recently scheduled task is not listed in the "To Do" column.
  13. Click the "Back" button.
  14. Navigate back to "myEvolv".
  15. Click the "Schedule Task" button.
  16. Select same task from the drop down list.
  17. Set the "Staff Responsible" field to staff member linked to resource family.
  18. Fill out required fields.
  19. Click "Save".
  20. Navigate back to "Resource Family Portal".
  21. Validate the "Number of Tasks" cell has increased by one in the "Fostering Family" row.
  22. Select previously used client in the "Fostering Family" row.
  23. Validate the recently scheduled task is listed.
Topics
• Resource Family Portal
ECS-60527 Summary | Details
11.0.0125, 11.0.0075.04, 11.0.0100.02
Amending Services From Service Entry or Listings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Service Entry
  • Client Search
  • Select Group
Scenario 1: Validate Amended An Event Via Service Entry
Specific Setup:
  • Requires an event that is set up to be locked, such as "Can Submit".
  • Requires a staff that has "Amend" rights to the event.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry
  2. Select desired client.
  3. Click "Add Event" and select desired event.
  4. Fill in required fields.
  5. Save.
  6. 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 2: Validate Group Event Can Be Amended
Specific Setup:
  • 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.
Steps
  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.
Scenario 3: Validate Amending An Event Via Listing Page
Specific Setup:
  • 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.
Steps
  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 4: Validate Amended An Event Via Service Entry
Specific Setup:
  • Requires an event that is set up to be locked, such as "Can Submit".
  • Requires a staff that has "Amend" rights to the event.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click "Add Event" and select desired event.
  4. Fill in required fields.
  5. Save.
  6. 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 5: Validate Group Event Can Be Amended
Specific Setup:
  • 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.
Steps
  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.
Topics
• Client • Groups
ECS-60572 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
Billing Execution Interval
Scenario 1: "Billing Execution Interval" Value
Specific Setup:

User has access to Setup module.

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

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

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

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

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired check.
  3. Set search parameters to search for desired claims.
  4. Click "Add Action" and select "Resubmit to Other/Waterfall".
  5. Select "Calculate Rate".
  6. Validate the claim submission is returned.
  7. Repeat for the remaining the claims.
  8. Save.
  9. Validate the "Resubmit" saved and each claim has a new submission to the secondary payer.
Topics
• Finance
ECS-60755 Summary | Details
11.0.0125, 11.0.0050.06, 11.0.0075.03, 11.0.0100.01
CareFabric Receiver Revision Version
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > System Maintenance > CareFabric > SDK Health Check
Scenario 1: CareFabric Receiver Revision Version
Steps

Internal Testing Only
Topics
• Taskbar
ECS-60784 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02
Fast Track by Client
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Fast Track By Client NX [ADD]
  • All Clients With Security Listing by PeopleID
  • Location Table (Service)
  • Fast Track Service Entry Events XB Subform
  • Program by Person and Agency (Active)
  • Client Search
  • Client Service Entry
  • Simple Service Entry with Rating 2 [EDIT]
  • Simple Service Entry with Rating 2 [DELETE]
  • Activity Event [DELETE]
Scenario 1: Fast Track By Client - Validate Saving The Form Functionality
Specific Setup:
  • Client enrolled in Program with services set up for Fast Track.
  • At least two events exist. "Event1" will have progress notes. "Event2" will not have progress notes.
Steps
  1. Navigate to "Taskbar > Fast Track > Fast Track > Fast Track by Client".
  2. Enter filters and click "Get Services".
  3. Check the two events in the precondition. In this example "Event1" and "Event2".
  4. Fill in the duration on the two events.
  5. Fill in the progress note information on the "Event1".
  6. For "Event2" do not enter a progress note.
  7. Validate when the check boxes are selected the "Service Header" fields are disabled.
  8. Click on the "Save" button.
  9. Validate the form refreshes.
  10. Validate the "Service Header" retains the values entered.
  11. Validate the "Services" are no longer check marked.
  12. Navigate to "Client > Case Management > Service Management > Service Entry".
  13. Select the client.
  14. Validate the services from the "Fast Track by Client" display and are accurate.
Topics
• Fast Track
ECS-60822 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0100.03
SubReport - Time Zone
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Client Related Task - New [ADD]
Scenario 1: SubReports With "Time difference from server time (hours)" set to "0"
Specific Setup:
  • System Setting "Prompt Schedule Next Event" under "Setup > System > EvolvCS System Setup > System Settings/Preferences" is checked.
  • Test event that can be scheduled exists in test system.
  • Test event containing a SubReport of "Scheduled Task for People - Incompleted All".
  • "Time difference from server time (hours)" is set to "0" and configured by Netsmart.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry" and select desired client.
  2. Click "Add Event" and select the desired event.
  3. Set the desired/required fields and click the "Save" button.
  4. Click "OK" on the "Would you like to schedule the next event?".
  5. Set the "Scheduled Date/Time" and any other desired/required fields.
  6. Click the "Save" button.
  7. Validate the first event status contains "Pending Submission".
  8. Validate the scheduled event status contains "Scheduled".
  9. Click on the event that is "Pending Submission".
  10. Validate the "Scheduled Date" is visible on the SubReport and contains the accurate time.
  11. E-sign and Route the event.
  12. Open the event and validate the "E Sign Locked Date" and "Scheduled Date".
Scenario 2: SubReports When "Time difference from server time (hours)" Is Set
Specific Setup:
  • System Setting "Prompt Schedule Next Event" under "Setup > System > EvolvCS System Setup > System Settings/Preferences" is checked.
  • Test event that can be scheduled exists in test system.
  • Test event containing a SubReport of "Scheduled Task for People - Incompleted All".
  • "Time difference from server time (hours)" is set to "3" and configured by Netsmart.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry" and select desired client.
  2. Click "Add Event" and select the desired event.
  3. Set the desired/required fields and click the "Save" button.
  4. Click "OK" on the "Would you like to schedule the next event?".
  5. Set the "Scheduled Date/Time" and any other desired/required fields.
  6. Click the "Save" button.
  7. Validate the first event status contains "Pending Submission".
  8. Validate the scheduled event status contains "Scheduled".
  9. Click on the event that is "Pending Submission".
  10. Validate the "Scheduled Date" is visible on the SubReport and contains the accurate time.
  11. E-sign and Route the event.
  12. Open the event and validate the "E Sign Locked Date" and "Scheduled Date".
Topics
• Setup
ECS-60826 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0050.08, 11.0.0100.03
Billing Process Step 12 Optimized
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
  • Agency [EDIT]
  • AR Management
  • Cash Receipts for Remittance
  • ActionsView
  • All Clients With Security Listing by PeopleID
Scenario 1: Validate Finance Processing History
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run".
  3. Select "Immediate Run".
  4. Fill in required fields to generate a billing run.
  5. Click "Billing Processing History".
  6. Click "Start Billing Now".
  7. Click "Refresh".
  8. Validate "Billing Processing Log" row exists with today's date and start time.
  9. Click "Actions" button.
  10. Select "View Detailed Status".
  11. Validate it contains "Processing History"
  12. Wait 10 seconds.
  13. Validate screen automatically updates with processing history.
Scenario 2: Validate Flag Prevent Billed Services From Billing Again
Specific Setup:
  • Scenario works with a client that has two "Primary, Sequence 1 Benefit Assignments".
  • Both "Benefit Assignments" are set up to bill the same service.
Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  2. Check the flag "Prevent Billed Services From Billing Again".
  3. Save.
  4. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  5. Click "New Run".
  6. Select "Immediate Run".
  7. Select desired "Submitter".
  8. Fill in remaining required fields to bill desired service.
  9. Wait for billing to run.
  10. Validate desired claim is generated.
  11. Click "New Run".
  12. Select "Immediate Run".
  13. Select desired "Submitter" from clients "2nd Benefit Assignment".
  14. Fill in remaining required fields to bill desired service.
  15. Wait for billing to run.
  16. Validate 0 claims are generated.
  17. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  18. Uncheck the flag "Prevent Billed Services From Billing Again".
  19. Save.
  20. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  21. Click "Actions" button on the 0 claim run and select "Reprocess".
  22. Wait for billing to run.
  23. Validate desired claim is generated.
Scenario 3: Validate Calculate Rate Performance
Specific Setup:

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

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired check.
  3. Set search parameters to search for desired claims.
  4. Click "Add Action" and select "Resubmit to Other/Waterfall".
  5. Select "Calculate Rate".
  6. Validate the claim submission is returned.
  7. Repeat for the remaining the claims.
  8. Save.
  9. Validate the "Resubmit" saved and each claim has a new submission to the secondary payer.
Topics
• Finance
ECS-60907 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0100.03
CCD -Manual Upload
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CCD Inbox
  • Upload HL7 File
Scenario 1: CCD Inbox Upload
Specific Setup:
  • CCD file available for upload.
  • User has access to CCD Inbox.
Steps
  1. Navigate to "Taskbar > System Maintenance > CCD Inbox > CCD Inbox".
  2. Click "CCD Upload".
  3. Click "Choose File" and select the desired file.
  4. Click the "Upload" button.
  5. Validate the file contains desired data.
  6. Click the "X" to close and click the "Refresh" button.
  7. Validate the "Date Entered" contains the desired date.
  8. Validate the "Document Type" contains "CCD".
  9. Validate the "Provider From" contains "Manual Upload".
  10. Validate the "Name on Import File" contains the desired name.
Topics
• CCD
ECS-61000 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0100.03
DFT P03 Outbound
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HL7 Outbound
Scenario 1: HL7 Outbound Legacy
Specific Setup:

Claims are ready for HL7 generation.

Steps
  1. Navigate to HL7 Outbound.
  2. Generate file.
  3. Validate "Date Entered", "Processing Started", "Processing Finished", "Control Number".
  4. Validate "Batch Contents" displays.
Topics
• Finance
ECS-61108 Summary | Details
11.0.0125, 11.0.0075.06, 11.0.0100.04
Diagnoses Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • As Of Date With Parms [ADD]
  • Report: Diagnoses Information
Scenario 1: Diagnoses Information Report
Specific Setup:
  • Clients containing diagnosis data.
  • User has access to Reports module.
Steps
  1. Navigate to "Reports > Clients > Health/Medical > Diagnoses Information".
  2. Set the "As Of Date" to the current date.
  3. Click the "Preview" button.
  4. Validate the report produces data within an acceptable time.
  5. Click the "PDF" button.
  6. Once file loads, validate data on report and close the file.
  7. Click the "Print" button.
  8. Once the file loads, validate data on report and click the "Cancel" button.
Topics
• Reports
ECS-61137 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0100.03
Adding Progress Note to Locked Event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Notes [VIEW]
  • Notes [EDIT]
  • Notes [ADD]
  • Staff - Service Providers (by Staff_id)
  • Client Service Management Form Set
Scenario 1: Validate Add/Edit/Delete Access Off A Progress Note On A Locked Event
Specific Setup:
  • Requires an event that is set up with "Progress Note".
  • Requires an event that can be locked, scenario works with an event that is set up as "Can Submit".
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click "Add Event" and select desired event.
  4. Fill in required fields.
  5. Under "Progress Note" enter a desired note.
  6. Save.
  7. Click "Actions" button and select "Submit".
  8. Click "Actions" button and select "Notes".
  9. Click "Actions" button on the progress note row and validate "Delete" button does not exist.
  10. Open the progress note.
  11. Validate it is in "View" mode and cannot be edited.
  12. Validate "Delete" button does not exist.
  13. Close the progress note.
  14. Click "Add New" and select "Notes".
  15. Enter desired staff and new progress note.
  16. Save.
  17. Validate the listing contains the second note.
Topics
• Service Entry
ECS-61275 Summary | Details
11.0.0125, 11.0.0075.06, 11.0.0100.04
Authorization Alerts Job
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • BillingProcessHistory
  • EvolvUtils
Scenario 1: Create Scheduled Job for Authorization Alerts Optimization
Specific Setup:

Access to "Finance > Utilities > Finance Utilities > Finance Utilities".

Steps
  1. Navigate to "Finance > Utilities > Finance Utilities > Finance Utilities".
  2. Run "Create Scheduled Job for Authorization Alerts".
  3. Validate quick successful run.
Topics
• Finance
ECS-61339 Summary | Details
11.0.0125, 11.0.0075.06, 11.0.0100.04
Front Desk Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff Schedule [EDIT]
  • Staff Schedule Details B2 Subform
  • FrontDeskCheckIn
  • Service and Attendance Facilities Listing
  • FrontDeskCalendar
  • Front Desk Calendar Appointment [ADD]
  • Active events by Program or Clinic2
  • Front Desk People Search
  • Staff - Service Providers (by Staff_id) NES
  • Program by Managing Office and Agency
  • People Search with New
  • Staff - Service Providers by Program and Facility
Scenario 1: Staff Work Schedule Location/Site
Specific Setup:
  • Agency > Staff & Security > Staff Information > Work Schedule contains a "Workday" where "Start Time" and "End Time" differ for two different "Location/Site".
  • Staff has access to Front Desk.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the desired "Location" and "Date".
  3. Click the "View Calendar" button.
  4. Validate the schedule contains the desired available times.
  5. Schedule an appointment for the first location and close the Front Desk Calendar window.
  6. Set a different "Location" with the same "Date" as previously set.
  7. Click the "View Calendar" button.
  8. Validate the schedule contains the desired available times.
  9. Schedule an appointment for the second location and close the Front Desk Calendar window.
  10. Set the "Location" and "Date" used from the first appointment scheduled.
  11. Click the "Apply Filters" button and validate the newly created appointment is present within the "Scheduled" column.
  12. Set the "Location" and "Date" used from the second appointment scheduled.
  13. Click the "Apply Filters" button and validate the newly created appointment is present within the "Scheduled" column.
Scenario 2: Validate Appointment Is Visible When Staff Is at Multiple Locations
Specific Setup:
  • Work schedule availability is set for staff on one day and multiple locations.
  • Location 1
  • Location 2
  • Staff has "Allow Front Desk Scheduling Across Locations" set.
  • User has access to Staff and Security.
  • User has access to Front Desk module.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the "Location" to the first location.
  3. Click the "View Calendar".
  4. Set the filter to the desired staff and day that contains the multiple locations.
  5. Validate the desired "Start Time" and "End Time" are available.
  6. Set the "Location" to the second location.
  7. Set the filter to the desired staff and day that contains the multiple locations.
  8. Validate the desired "Start Time" and "End Time" are available.
  9. Set the "Location" to the first location.
  10. Set the filter to the desired staff and day that contains the multiple locations.
  11. Click the "New Appointment" button.
  12. Set the desired/required fields and save.
  13. Close the window.
  14. Set the "Location" to the first location.
  15. Set the "Date" to the date used for the new appointment.
  16. Click on "Apply Filters" and validate the newly created appointment is within the "Scheduled" column.
  17. Set the "Location" to the second location and click on the "Apply Filters" button.
  18. Validate the newly created appointment is not present for this location.
Scenario 3: Validate "Unavailable on Schedule"
Specific Setup:
  • Agency > Staff & Security > Staff Information > Work Schedule is set for a location.
  • Staff has access to Front Desk.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the desired "Location".
  3. Click the "View Calendar".
  4. Set the filter to the desired staff and date.
  5. Validate the appropriate block of time contains "Unavailable on Schedule".
Scenario 4: Advanced Filter - Staff Within Multiple Locations
Specific Setup:
  • Work schedule availability is set for staff on one day and multiple locations.
  • Staff has "Allow Front Desk Scheduling Across Locations" set.
  • User has access to Front Desk module.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the desired filters.
  3. Click the "View Calendar" button.
  4. Set the "Facilities" to one of the desired locations.
  5. Click on "Advanced" within the filters section.
  6. Set the "Staff" field and "Date Range" fields, which contain the staff/date with multiple locations set.
  7. Set any other desired/required fields and click on the "Search" button.
  8. Validate the "Available Time".
  9. Close the window.
Topics
• Agency • Front Desk • Staff
ECS-61348 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0050.08, 11.0.0100.03
Finance Report - "A/R Account Balances"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Maintenance - Manual 2.0 Form Set
  • Claims - Manual
  • Claim - Manual [EDIT]
  • As of Month/Year w Params and Selection [ADD]
  • Report Selection Picklist
  • Report Parameters PickList
  • All Clients With Security for Reports
  • Report: Account Receivable Balances
Scenario 1: Manual Claims Report "A/R Account Balances"
Specific Setup:
  • Manual claim that was converted into Finance NX with zero balance.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
  2. Set the "As Of Month" and "As Of Year" fields.
  3. Set the "Report Selection" to "Aging Details by Client - Age From Service Date".
  4. Set the "Parameters" to "Client" with the desired client within the "Value" field.
  5. Click the "Preview" button.
  6. Validate the output does not contain the converted claim with a zero balance.
Topics
• Finance • Reports
ECS-61544 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0050.08, 11.0.0100.03
Front Desk Calendar - Staff Work Schedule
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff Schedule Details B2 Subform
  • FrontDeskCheckIn
  • FrontDeskCalendar
  • Front Desk Calendar Appointment [ADD]
  • Staff - Service Providers (by Staff_id) NES
  • Front Desk People Search
  • Active events by Program or Clinic2
  • Staff Schedule [EDIT]
Scenario 1: Validate Scheduling an Appointment After Block Time, Does Not Change the Blocked Time Off
Specific Setup:
  • Staff work schedule is set within "Agency > Staff & Security > Staff Information > Work Schedule".
  • Schedule containing a full day with a blocked time in-between start/end times.
  • User has access to Front Desk module.
  • Staff Listing: This option filters the calendar to show a specific staff member. To be included in the Staff List on the Front Desk calendar, a staff member must have a facility designated as a primary managing office, have a job title that is flagged as "Listed in Calendar Staff List", and not be end-dated.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click on the "View Calendar" button.
  3. Set the desired staff within the filters.
  4. Click on the desired date within the calendar.
  5. Validate "Unavailable on Schedule" displays for desired time.
  6. Click on "New Appointment".
  7. Set the "Facility" to the facility that contains the blocked time.
  8. Set the "Staff Responsible" that contains the blocked time.
  9. Set the "Date/Time" to be either before/after the blocked time.
  10. Set any other desired/required fields and click "Save".
  11. Validate the "Unavailable on Schedule" displays for the desired time.
Scenario 2: Front Desk Schedule – Staff With Multiple Blocks and Locations
Specific Setup:
  • Staff work schedule is set within "Agency > Staff & Security > Staff Information > Work Schedule".
  • Schedule containing a full day with a blocked time in-between start/end times.
  • Schedule for the same day split time between two different locations.
  • Schedule containing information within the "Description".
  • User has access to Front Desk module.
  • Staff Listing: This option filters the calendar to show a specific staff member.
  • To be included in the Staff List on the Front Desk calendar, a staff member must have a facility designated as a primary managing office, have a job title that is flagged as "Listed in Calendar Staff List", and not be end-dated.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set desired "Location".
  3. Click on the "View Calendar" button.
  4. Set the desired staff within the filters.
  5. Click on the desired date within the calendar.
  6. Validate "Unavailable on Schedule" displays for desired dates/ time(s).
  7. Validate the available time slots for desired date/time(s).
  8. Validate desired "Description" displays within set time slots.
  9. Click on "Facilities" drop down and select the other location.
  10. Validate "Unavailable on Schedule" displays for desired dates/ time(s).
  11. Validate the available time slots for desired date/time(s).
  12. Validate desired "Description" displays within set time slots.
Topics
• Front Desk
ECS-61648 Summary | Details
11.0.0125, 11.0.0075.06, 11.0.0100.04
TeleHealth Appointment Messages
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Client Related Task - New [ADD]
  • Client Related Task - New [EDIT]
  • Client Related Task - New [DELETE]
Scenario 1: Validate Message Transmissions - TeleHealthAppointmentCreated/Updated
Steps

Internal testing only.

Scenario 2: Validate Message Transmissions - TeleHealthAppointmentDeleted
Steps

Internal testing only.
Topics
• Telehealth
ECS-62380 Summary | Details
11.0.0150, 11.0.0075.06, 11.0.0100.04, 11.0.0125.01
CCD Style Sheet
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CCD Inbox
  • Upload HL7 File
  • HL7 Export (CLIENT) [DELETE]
  • Clinical Summary [ADD]
  • CCD Purpose for Clinical Summary with SDK
  • Clinical Summary [EDIT]
  • Clinical Document
  • CCD_Download_form
  • Client Search
  • hl7 Log Export (All) [ADD]
  • All People Table
  • HL7 Document Types
  • HL7 Export (CLIENT) [ADD]
  • Query HIE
  • Query CQN
Scenario 1: CCD - CCD Inbox Upload
Specific Setup:
  • CCD file available for upload.
  • User has access to CCD Inbox.
Steps
  1. Navigate to "Taskbar > System Maintenance > CCD Inbox > CCD Inbox".
  2. Click "CCD Upload".
  3. Click "Choose File" and select the desired file.
  4. Click the "Upload" button.
  5. Validate the file contains desired data.
  6. Click the "X" to close and click the "Refresh" button.
  7. Validate the "Date Entered" contains the desired date.
  8. Validate the "Document Type" contains "CCD".
  9. Validate the "Provider From" contains "Manual Upload".
  10. Validate the "Name on Import File" contains the desired name.
Scenario 2: CCD - Validate "Clinical Summary" Generation With The Form "Referrals>Clinical Summary"
Specific Setup:
  • CCD is configured.
  • A client to be used that needs a "Clinical Summary".
Steps
  1. Navigate to "Client > Referrals > Clinical Summary > Clinical Summary".
  2. Select the client.
  3. Add a new "Clinical Summary".
  4. Fill in the form.
  5. Set the "CCD Purpose" to any value.
  6. Check the "Create All CCD Segments".
  7. Click Save.
  8. Edit the record created.
  9. Validate the "Include CCD Section" contains a two buttons under "CCD".
  10. Click the "View CCD" button, the right one.
  11. Validate the summary displays.
  12. Close the form.
  13. Select the "Download CCD" button, the left one.
  14. Validate the file is downloaded.
Scenario 3: CCD - Inbox Exporting - Validate Functionality
Specific Setup:

CCD is configured.

Steps
  1. Navigate to "Taskbar > System Maintenance > CCD Inbox > CCD Inbox".
  2. Click the "Export" button.
  3. Select a Person
  4. For the "HL7 Type" look up table, select "CCD - Continuity of Care Document".
  5. Save the form.
  6. Verify the record is added to the CCD Inbox list.
  7. Select the "View CCD" from the "Actions" button.
  8. Validate the "CCD" opens a new page and is viewable.
  9. Navigate to " Client > Client Information > Health Information > CCD/HL7 Import/Export".
  10. Repeat the above test.
Scenario 4: CCD - Viewing "HIE" From Actions Button On CCD/HL7 Import/Export
Specific Setup:
  • CCD is configured.
  • A client has CCD's to download.
Steps
  1. Navigate to "Client > Client Information > Health Information > CCD/HL7 Import/Export".
  2. Select the client.
  3. Click the "Actions" button and select "HIE".
  4. Click the "Find Available CCD's" button.
  5. Select the "CCD's Available to Download".
  6. Click "Download Selected CCD" button.
  7. View the CCD downloaded.
  8. Validate the CCD displays.
Scenario 5: CCD - Viewing "CQN" From Actions Button On CCD/HL7 Import/Export
Specific Setup:
  • CCD is configured.
  • A client has CCD's to download.
Steps
  1. Navigate to "Client > Client Information > Health Information > CCD/HL7 Import/Export".
  2. Select the client.
  3. Click the "Actions" button and select "CQN".
  4. Click the "Find Available CCD's" button
  5. Select the "CCD's Available to Download".
  6. Click "Download Selected CCD" button
  7. View the CCD downloaded.
  8. Validate the CCD displays.
Topics
• CCD