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myEvolv NX 11.0.0075 Acceptance Tests

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ECS-32526 Summary | Details
Daily Unit Cap Now Supported in Finance NX
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Claim 2.0 [EDIT]
  • Claim Action - Standard Writeoffs for Original Den
  • Daily Client Unit Cap Category [EDIT]
  • Daily Client Unit Cap Category History Subform
Scenario 1: Validate Daily Cap Unit When Timechart Is Set On APSL
Specific Setup:
  • Requires a rate with "Daily Unit Cap Set", i.e. 6 units.
  • Scenario works with a rate that is set up with a timechart of "Every 15 minutes = 1 unit".
  • Service should also be set with "Break Service Details By TimeChart" under "Individual Services" setup with the timechart of "Every 15 minutes = 1 unit".
  • Requires a client with a service that is over the "Daily Unit Cap Set", i.e a duration of 2 hours.
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 claim.
  4. Wait for billing to run.
  5. Validate the system generated desired claims, at least 1 claim should include the service up to the "Daily Unit Cap".
  6. Validate a second claim is generated for the remaining units over the cap and its "Suppressed".
  7. Generate the output for the batch.
  8. Validate it does not contain the "Suppressed" claim.
Scenario 2: Validate Write Off Action Is Performed On Claims Suppressed By Daily Unit Cap
Specific Setup:
  • Requires a rate set up with "Daily Unit Cap".
  • "Daily Unit Cap" should be set up with a "Write Off Action".
  • Requires a client with services that can be billed and will exceed the "Daily Unit Cap".
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 claim.
  4. Wait for billing to run.
  5. Open the billing run and validate it contains a "Suppressed Claim", claim will contain a status of "Created**".
  6. Click on the "Suppressed Claim".
  7. Validate the "Accounting" info contains the desired "Write Off" to the correct accounts.
Topics
• Finance
ECS-36553 Summary | Details
Family Cap WaterFall Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Action Based Run - Claim Action Types
  • ActionsView
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Request Action Based Run [ADD]
  • BillingProcessHistory
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • Claim Output Ready
  • Claim/Invoice Batch [VIEW]
  • Claims Maintenance NX Form Set
  • FinanceClaims
Scenario 1: Validate Family Cap And Patient Responsibility
Specific Setup:
  • Requires a client with a "Secondary Benefit Assignment" that has been flagged as "Locality".
  • Client should also have a "Self Pay Benefit Assignment" where the "Guarantor" has a "Family Cap" amount.
  • Scenario works with 3 claims that have already been billed to "Primary Payor" in the amount $150 each.
  • Scenario works with a "Guarantor" that has a cap of $100.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Select desired remittance check.
  3. Set parameters to search for desired claims.
  4. Apply $40 "Partial Payment" to the claims.
  5. Add "Adjustment Reasons" to the payment, i.e. "CO for 50" and "PR for $60".
  6. Repeat for the 2 other claims.
  7. Add Action to each claim and select "Resubmit To Other/Waterfall" with "Calculate Rate - Billing".
  8. Save.
  9. Navigate "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  10. Click "New Run".
  11. Select "Action Based Run".
  12. Fill in required fields to generate desired claims.
  13. Save.
  14. Wait for billing to run.
  15. Validate the first claim generated to "Secondary Payer" with a balance of $50 and "Self Pay Submission of $60".
  16. Validate the second claim generated to "Secondary Payer" with a balance $70 and "Self Pay Submission of $40".
  17. Validate the third claim generated to "Secondary Payer" with a balance $110 and no "Self Pay Submission".
Topics
• Finance
ECS-37406 Summary | Details
DOE Invoice and DOE School Invoice
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Benefit Assignment [EDIT]
  • Claim 2.0 [EDIT]
  • Claims Maintenance NX Form Set
  • Client Search
  • Maine School Invoice
  • Report Selection Picklist
  • CSV Output
Scenario 1: DOE Invoice
Specific Setup:
  • The Benefit Assignment must contain information populated within the "Sending School" field.
  • Attendance based billing must be set for the desired client.
  • Claim must be within sent batch.
Steps
  1. Navigate to "Reports > Custom Agency Reports > Maine - NR > School Invoice".
  2. Set the desired "From Date" and "Through Date".
  3. Select the "DOE Invoice" from the report selection.
  4. Click the "Preview" button and validate the output.
  5. Click the "Close" button.
Scenario 2: DOE School Invoice
Specific Setup:
  • The Benefit Assignment must contain information populated within the "Sending School" field.
  • Attendance based billing must be set for the desired client.
  • Claim must be within sent batch.
Steps
  1. Navigate to "Reports > Custom Agency Reports > Maine - NR > School Invoice".
  2. Set the desired "From Date" and "Through Date".
  3. Select the "DOE School Invoice" from the report selection.
  4. Click the "Preview" button and validate the output.
  5. Click the "Close" button.
Scenario 3: DOE Invoice and School Invoice Output
Specific Setup:
  • The Benefit Assignment must contain information populated within the "Sending School" field.
  • Attendance based billing must be set for the desired client.
  • Claim must be within sent batch.
Steps
  1. Navigate to "Reports > Custom Agency Reports > Maine - NR > School Invoice".
  2. Set the desired "From Date" and "Through Date".
  3. Select the "DOE Invoice" from the report selection.
  4. Click the "Excel" button.
  5. Validate output, and close the file.
  6. Click the "CSV" button.
  7. Validate output, and close the file.
  8. Set the desired "From Date" and "Through Date".
  9. Select the "DOE School Invoice" from the report selection.
  10. Click the "Excel" button.
  11. Validate output, and close the file.
  12. Click the "CSV" button.
  13. Validate output, and close the file.
Topics
• Reports
ECS-45016 Summary | Details
Real-Time Authorization Alerts: Send Now Utility
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ABA Session [ADD]
  • ABA Session [EDIT]
  • Agency Program System Services by Program [EDIT]
  • Alerts - View [VIEW]
  • Authorization - Finance [EDIT]
  • Client Related Task - New [ADD]
  • Client Search
  • Client Service Entry
  • EvolvCS Client [EDIT]
  • EvolvUtils
  • Override Reason for Schedule Events Validation
  • RTAuthAlerts
  • Staff - All (by Staff ID)
  • Staff Auth Alert Staff Link Subform
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
Scenario 1: Real-Time Authorization Alerts: Send Now Utility
Specific Setup:
  • Within "Agency Setup > Services Setup > By Program > Individual Services", select desired "Program".
  • The desired service will need to have the "Scheduling or Entering This Service Requires Auth" set to "Yes".
  • The "Authorization Threshold" should contain a value.
  • Within "Setup > System > EvolvCS System Setup > System Settings/Preferences", the "Include Expired Authorizations" field should be checked off.
  • Billing Authorization must be on record for desired service(s) with a "Units of Service" set.
  • Authorization Setup
  • A client with "Effective From", "Effective To", and "Max Units" set for the desired benefit assignment and rate.
  • Services Setup
  • Client with services that will exceed the authorization limit.
  • Client with services that will hit the authorizations unit threshold.
  • Client where services were performed but does not have an authorization.
  • Client with Scheduled Service that does not an authorization.
Steps
  1. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  2. Click "Run" on the "Real Time Authorization Alerts Send Now" utility.
  3. Once the message "Real-Time Authorization Alert Process Complete" message is received, click the "Close Window" button.
  4. Click on the "Alerts" notification.
  5. Select the message containing "Authorization Warning:"
  6. Validate alert utility contains the applicable tables.
  7. The following Authorizations have exceeded limit
  8. The following Authorizations have hit unit threshold
  9. The following Performed Services do not have Authorizations
  10. The following Scheduled Services do not have Authorizations.
  11. Validate the data is produced within the appropriate tables.
  12. Close the "Alerts- View" window.
Scenario 2: Real-Time Authorization Alerts: Number of Days Expired
Specific Setup:
  • Within "Agency Setup > Services Setup > By Program > Individual Services", select desired "Program".
  • The desired service will need to have the "Scheduling or Entering This Service Requires Auth" set to "Yes".
  • The "Authorization Threshold" should contain a value.
  • In "Setup > System > EvolvCS System Setup > System Settings/Preferences",
  • Check off the "Include Expired Authorizations" field.
  • Set the "# of Days Expired" to the desired number
  • Billing Authorization must be on record for desired service(s) with a "Units of Service" set.
  • Authorization Setup
  • A client with "Effective From", "Effective To", and "Max Units" set for the desired benefit assignment and rate.
  • Services Setup
  • Client with services that will exceed the authorization limit.
  • Client with services that will hit the authorizations unit threshold.
  • Client where services were performed but does not have an authorization.
  • Client with Scheduled Service that does not an authorization.
Steps
  1. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  2. Click "Run" on the "Real Time Authorization Alerts Send Now" utility.
  3. Once the message "Real-Time Authorization Alert Process Complete" message is received, click the "Close Window" button.
  4. Click on the "Alerts" notification.
  5. Select the message containing "Authorization Warning:".
  6. Validate alert utility contains tables where applicable.
  7. The following Authorizations have exceeded limit
  8. The following Authorizations have hit unit threshold
  9. The following Performed Services do not have Authorizations
  10. The following Scheduled Services do not have Authorizations
  11. Validate expired authorizations are included up to x days ago.
  12. Close the "Alerts- View" window.
Topics
• Alerts • Finance • Setup
ECS-48209 Summary | Details
Maine Adult Residential Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Plan Output [EDIT]
  • Billing Rate - Placement Based NX [EDIT]
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Claim 2.0 [EDIT]
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
Scenario 1: Validate Maine Residential Billing
Specific Setup:
  • Requires knowledge of "Maine Residential Billing"
  • Requires a facility placement rate set up with "Maine Residential Billing".
  • Requires a facility set up for "MARB".
  • Requires a "Group" set up for "MARB" and with daily services that contain "Staff Participating Notes".
  • Scenario works with 3 clients enrolled in the "Program and Group" set up for "MARB".
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 claim.
  4. Wait for billing to run.
  5. Validate the system generated desired claims with desired amount.
Topics
• Finance
ECS-51860 Summary | Details
UMDAP
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Responsible Legal entity
  • Client Search
  • Income Information LA UMDAP Subform
  • Income Source Table
  • LA County Client Information [EDIT]
  • Time Period Table
Scenario 1: Validate Can Create/Update UMDAP Records for Client
Specific Setup:

Client enrolled in IBHIS system.

Steps
  1. Navigate to "Client > Client Information > LA County Integration - NR > LA County Client Information".
  2. Search for a client with an IBHIS ID.
  3. Scroll down to "Income Information".
  4. Create a new record or update an existing (if within last year).
  5. Click "Save".
  6. Scroll back up to "LA County Connection", click the hyperlink "Click Here to Prepare and Send LA County Related Data".
  7. Scroll down to the "Client UMDAP" section.
  8. Click the "Create" or "Update" button (depends on if new record or updated record from step 4).
  9. Validate a processing block pops up, alerting that the data is being sent to the County.
  10. Validate the gray grid now has the same data as the blue grid in the "Client UMDAP" section.
Topics
• LA IBHIS
ECS-52766 Summary | Details
Remittance Import Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Billing Batches Management
  • Claim Submission for Held Claims 2.0 [EDIT]
  • Claim Submissions Held
  • Claim/Invoice Batch [VIEW]
  • Finance File Import
  • FinanceClaims
  • FinanceImportListing
  • Held Claims 2.0 Form Set
  • Report: Claim Remittance Report
  • Report: Non-Evolv Claims in Remittance
Scenario 1: Remittance Report - "Deleted Held Claims" is Not Checked
Specific Setup:
  • The "Delete Held "Claims" is checked off within "Agency Setup > Agency > Agency > Agency Information".
  • Remittance (835) file available for import.
  • Claim on Remittance file was previously within "Held" status, then released.
  • User has access to Agency Setup module.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File", and select "Upload 835".
  3. Click "Choose File" button and select the file for import.
  4. Set the desired "Deposit Date", and click the "Upload" button.
  5. Validate no errors occurred during the file upload, and there are no non-evolv claims found.
  6. Click the "X" to close the window, and click the "Refresh" button.
  7. Expand the "Batch Reference ID" to view the new import.
  8. Click on "Actions", and select "Remittance Report".
  9. Validate the desired held/released claim is present.
Scenario 2: Remittance Report - Claims That Have Been Released & Deleted
Specific Setup:
  • The "Delete Held "Claims" is checked off within "Agency Setup > Agency > Agency > Agency Information".
  • Claim batch with claims within "Held" status.
  • User has access to Agency Setup module.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. On desired batch that contains held claims, click on the "Held Claims" cell.
  3. Click on "Actions", and select "Release and Delete" from the list box.
  4. Click the "Save" button on the alert text containing "Are you sure you want to Release and Delete?".
  5. Click the "X" button to close the window.
  6. Click the "Refresh" button and validate that the claim just deleted, is no longer present.
  7. Click the "Actions" Button, select "Open Batch", and click on the "Mark Batch Sent" button.
  8. Click the "X" to close button.
  9. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  10. Click the "Upload File" button, and select "Upload 835" from the listing.
  11. Set the "Choose File" input box to the desired Remittance file that contains the deleted claim.
  12. Set the "Deposit Date" field and click the "Upload" button.
  13. Validate a message displays stating that the file "contained claims not found in the system.", and displays the "Claim Number" that was previously deleted.
  14. Click the "X" to close the window, and click the "Refresh" button.
  15. Expand the "Batch Reference ID" to view the new import.
  16. Click on "Actions", and select "Remittance Report".
  17. Validate the deleted claim is not present on the report.
  18. Validate the "Non-Evolv Amount" contains the desired payment amount from the deleted claim.
  19. Click the "Close" button.
  20. Click the "Actions" button and select "Non Evolv Claims" from the listing.
  21. Validate the "Amount Paid" is the desired payment amount.
  22. Click the "Close" button.
Topics
• Agency Setup • Finance
ECS-52768 Summary | Details
Program Transfer With Program Modifier
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Critical Information
  • Enrollment Transfer Type Look-up Table
  • Placement Events by Agency/Program - People
  • Program Enrollment [Delete]
  • Program Listing by Agency and Service Event
  • Program Transfer [ADD]
  • Provider Sites by Program (Vacancy)
  • Program Enrollment Modifier (by Agency)
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Worker Role (to a client or in a workgroup) Table
Scenario 1: Validate Program Transfer Carries Over Program Modifier And Primary Worker
Specific Setup:
  1. Access to Client Module.
  2. Program Transfer form field "Carry Over Workers" is flagged for "Is Visible".
  3. Client is enrolled in at least one program with Primary Worker assigned.
  4. Events were scheduled during enrollment process via workflow.
Steps
  1. Navigate to "Client >Client Information >Critical Information >Enrollment Information".
  2. Click "Transfer" button on Program to initiate Program Transfer.
  3. Complete required "Transfer To" and "Transfer Information" fields.
  4. Under "Primary Worker" click "Carry Over Workers" checkbox.
  5. Click "Save".
  6. Set "Transfer", "Delete" or "Write off" actions for scheduled events.
  7. Validate new program enrollment is complete and existing worker(s) have carried over from previous program to new program.
Scenario 2: Validate Program Transfer With New Program Enrollment Modifier
Specific Setup:

Requires a client that can be transferred to a new program.

Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Click "Program Transfer" button.
  3. Fill in required fields for the "Program Transfer".
  4. Under "Program Enrollment Modifier" select desired "Modifier".
  5. Set desired "Effective Date and Time".
  6. Save.
  7. Validate the new "Program Enrollment" appears in client's critical information.
  8. Validate the "Program Modifier with date/time" is listed.
Topics
• Client • Finance • Forms
ECS-52815 Summary | Details
Foster Home or Foster Home Member Workflow
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Foster Home Type look up table
  • Program listing by Agency
  • Qualifiers Subform
  • Rule Designer [ADD]
  • Trigger Dates
  • Triggering Events
  • WorkFlow Header/Grouping
  • Workflow Qualifiers
  • Workflow Rules Manager
  • Workflow Triggers [ADD]
Scenario 1: Foster Home Type LUT within the Qualifier of "Home/Applicant Type"
Specific Setup:
  • Existing Grouping/Header on record for "Foster Home" and "Foster Home Members".
  • User has access to Agency Setup.
Steps
  1. Navigate to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
  2. Within the "Select a Rule Type" drop down, select either "Foster Home" or "Foster Home Members".
  3. Click the "Search" button.
  4. After the Grouping/Header displays, click the "Create Rule" button.
  5. Within the "Qualifiers", select "Home/Applicant Type".
  6. Click the search within the "Value" field.
  7. Validate the "Foster Home Type" look up table displays.
  8. Enter the remainder of the necessary fields, and click the "Save" button.
Topics
• Workflows
ECS-53069 Summary | Details
Form Designer and Display Size Property
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Columns Pick List NX
  • Database Column [ADD]
  • DataType Codes
  • Evolv Data Types
  • Interface Design Form Set
Scenario 1: Validate Display Size Exist On Image File and E-Signature Fields
Specific Setup:

Requires a form that can be modified to add additional fields.

Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Select desired "Form Family".
  3. Click on desired form.
  4. Expand the event log fields.
  5. Validate "Display Size" is not visible.
  6. Add an "E-Signature" display type field to the form.
  7. Validate "Display Size" is visible.
  8. Add an "Image Link" display type field to the form.
  9. Validate "Display Size" is visible.
  10. Set a "Display Size" to both fields i.e. 200.
  11. Save.
  12. Navigate to "Client > Case Management > Service Management > Service Entry".
  13. Select desired client.
  14. Click "Add Event" and select desired event.
  15. Fill in required fields.
  16. Fill in the "E-Signature and Image Link" field.
  17. Save.
  18. Re-open the event.
  19. Validate that it displays on the form with the set "Display Size".
Topics
• Forms
ECS-53260 Summary | Details
Call Center Hover Over Client Name
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Center Search Forms [ADD]
Scenario 1: Call Center - Validate Alerts Display in Client Information Box when Hovering Over Client Name
Specific Setup:

Two available clients:

  • One with a Major and Minor Restriction
  • One with no Alerts/Restrictions
Steps
  1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
  2. Start a New Call.
  3. Fill out the required fields, search for a client with alerts and click Next.
  4. Hover over the desired client name.
  5. Validate Alerts/Restrictions display in Client Info Box.
  6. Search for a client with no alerts.
  7. Hover over the desired client name.
  8. Validate "No Alerts" displays in Client Info Box.
Topics
• Call Center
ECS-53709 Summary | Details
Output Staff In 2300 Loop NTE Segment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 837 File
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Provider Number Type
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Claim 2.0 [EDIT]
  • Claim Output Ready
  • Claim Receivers Setup Form Set
  • Claim Submission 2.0 [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Claims Maintenance NX Form Set
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
  • Staff Information Form Set
  • Staff License Numbers Subform
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Submitter Information
Scenario 1: Validate Staff Output In 2300 Loop In NTE Segment
Specific Setup:
  • Requires a service that can be billed.
  • Staff providing service should have "Billing Information" set up under "Staff Profiles With Security".
Steps
  1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
  2. Select desired "Receiver".
  3. Under "Settings for both 837I and P", check the flag "Output Staff in 2300".
  4. Validate "Output Claim Remarks in 2300" field is disabled.
  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. Open the billing run and "Create Output".
  12. Validate the "837 Output" contains desired "NTE" segment "NTE*ADD*XXNPILASTNAME, FIRSTNAME".
Topics
• Finance • Finance Setup • Staff
ECS-53739 Summary | Details
MCG+ Add Procedure Code to Event Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Event Categories/People - User Modifiable
  • Event Definition User - People [ADD]
  • Event Definition User - People [EDIT]
  • Event Definitions - People Based Form Set
  • Procedure Codes for Billing
  • Security for events by event Subform
Scenario 1: MCG+ - Add Procedure Code to Event Setup
Specific Setup:
  • User access to Agency Setup.
  • Event must be within desired program within "Agency Setup > Services Setup > By Program > Individual Services".
Steps
  1. Navigate to "Agency Setup > Event Setup > People > Events Setup".
  2. Click the "Event Category" button, and select "Activities".
  3. Click the "Add New" button and select "Event Definition User - People".
  4. Set the desired "Event Name", and "Event Code".
  5. Check off the "Has Service Form Group?" field.
  6. Set the desired "Data Entry Form (for New)" and "Data Entry Form (for Edit)" fields.
  7. Check off the "Is EVV required?" field.
  8. Validate there is a "Procedure Code" field present.
  9. Click the search within the "Procedure Code" field.
  10. Validate the title within the Look Up Table is labeled as "Procedure codes for Billing".
  11. Select the desired procedure code.
  12. Set the desired "Worker Role" and "Security for Event".
  13. Click the "Save" button.
  14. Navigate to "Agency Setup > Event Setup > People > Events Setup".
  15. Click the "Event Category" button, and select "Activities".
  16. Click the "Filters" and set the information to the newly created event, and click "Apply".
  17. On the desired "Event Name", click on "Actions" and chose "Open Form".
  18. Validate the "Procedure Code: input box contains the desired code.
  19. Click "X" close.
  20. Navigate to "Client > Case Management > Service Management > Service Entry".
  21. Click on the "Select Client" button, and chose the desired client.
  22. Click on the "Add Event" button, and select your newly created event.
  23. Set the "Actual Date/Time", and any other desired fields for the event.
  24. Click the "Save" button.
Topics
• Event Setup • Third Party Solution
ECS-53824 Summary | Details
Patient Statement - Ability to Pay Report Selection
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
  • Patient Statement
  • Report Selection Picklist
  • Self Pay [Edit]
  • Self Pay Family Responsibility Subform
  • CSV Output
  • Excel Output
Scenario 1: Patient Statement Report by Ability to Pay
Specific Setup:
  • Within the clients benefit assignment, click on the client name within the "Send Claims To" field.
  • In the Patient Responsibility Sub form:
  • Set the "Type" field to "Ability to Pay".
  • Set the "Liability Amount" to desired amount.
  • Set the "Effective Date", and "End Date to desired dates.
  • Set the desired "Plan/Contract".
  • Claims on file for "Plan/Contract" set within the "Patient Responsibility" sub form on the clients benefit assignment.
Steps
  1. Navigate to "Client > Reports > Finance Reports > Patient Statement".
  2. Click on the "Select Client" button and select the desired client.
  3. Set the "From Date" and "Through Date" fields.
  4. Click the search option within the "Report Selection" field and select "Patient Statement Report by Ability to Pay".
  5. Click the "Preview" button.
  6. Validate the "PAYMENT DUE" field exists.
  7. Validate the fields "Past Due Amount", and "Totals" exist.
  8. Validate the fields "Total Paid", "Total Balance", and "Ins Balance do not exist.
  9. Validate the "Ability to Pay" period (date range) and the "Ability to Pay" amount display.
  10. Validate the Aging Bucket Grid exist for the below:
  11. 0 - 30
  12. 31 - 60
  13. 61 - 90
  14. 91 - 120
  15. Over 120
  16. Click the "Close" button.
Scenario 2: Patient Statement Report by Ability to Pay - Check Display
Specific Setup:
  • The "From Date and "Through Date" must be utilized on the report.
  • Check must be posted within the "From Date" and "Through Date".
  • Clients Self Pay benefit assignment's "Patient Responsibility" must be set with a "Type" of "Ability to Pay".
Steps
  1. Navigate to "Client > Reports > Finance Reports > Patient Statement".
  2. Enter desired "From Date" and "Through Date".
  3. Set the "Report Selection" field to "Patient Statement Report by Ability to Pay".
  4. Set any other desired fields, and click the "Preview" button.
  5. Validate the "Check#", "Date", and "Total Amount" fields display.
  6. Click the "Close" button.
Scenario 3: "Patient Statement Report by Ability" to Pay output
Specific Setup:
  • The "From Date and "Through Date" must be utilized on the report.
  • Check must be posted within the "From Date" and "Through Date".
  • Clients Self Pay benefit assignment's "Patient Responsibility" must be set with a "Type" of "Ability to Pay".
Steps
  1. Navigate to "Client > Reports > Finance Reports > Patient Statement".
  2. Enter desired "From Date" and "Through Date"
  3. Set the "Report Selection" field to "Patient Statement Report by Ability to Pay".
  4. Set any other desired fields, and click the "Excel" button.
  5. Review downloaded file and validate the output.
  6. Click the "CSV button.
  7. Review the downloaded filed and validate the output.
Scenario 4: Ability to Pay - Past Due Stamp
Specific Setup:
  • The "Ability to Pay" value needs to be set on the clients profile within the self pay benefit assignment.
  • Claims on file for "Plan/Contract" set within the "Patient Responsibility" sub form on the clients benefit assignment.
  • The "Agency Logo" is set.
Steps
  1. Navigate to "Client > Reports > Finance Reports > Patient Statement" for the desired client selection.
  2. Enter the "From Date" and " Through Date" that is within the Ability to Pay date range, and that is within the expected General Ledger patient balance.
  3. Set the "Report Selection" to "Patient Statement Report by Ability to Pay".
  4. Click the "Preview" button.
  5. Validate the "Past Due Stamp", in Red font.
  6. If Statement falls into the “0-30” bucket: No Past Due Stamp.
  7. If Statement falls into the “31-60” and/or “61-90” bucket: “PAST DUE: PROMPT PAYMENT APPRECIATED.”
  8. If Statement falls into the “90-120” and/or “Over 120” bucket: “FINAL NOTICE: Unless paid within 30 days this account will be referred to collections.”
  9. Validate the "Agency Logo" is present.
  10. Validate the "Payment Box" is outlined.
Topics
• Finance • Reports
ECS-53975 Summary | Details
AR Management
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Claim Remittance Status for myAR
  • Procedure Codes for Billing
Scenario 1: AR Management - Search Parameters - Validate "No Remit" Claims Will Display When Claim Number Is Entered
Specific Setup:
  • A claim has been generated that contains a zero balance service and a second service that has a balance. The status is "No Remit".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select "Search Parameters" to expand the selection criteria.
  3. Do not check the "Include No Remit Claims."
  4. Set the claim range to the ranges in precondition for the claim in the precondition.
  5. Click "Search".
  6. Validate the claim does not display.
  7. Redo the filter and check the "Include No Remit Claims".
  8. Click "Search".
  9. Validate the claims display.
  10. Click the "View Filter".
  11. Enter a date range that is prior to the claims entered.
  12. Validate the claim range is the range in the precondition.
  13. Validate the "Include No Remit" is check marked.
  14. Check the other parameters, not indicated above.
  15. Enter a value that does not match the claim for that parameter.
  16. Validate the claim does not display.
  17. Redo the test with the parameters for values that match the claim.
  18. Validate the claim displays.
  19. On the claim pay the balance portion in full.
  20. Clear the filters.
  21. Enter the "Claim Number Range" with that claim.
  22. Validate the "Include No Remit Claims" is check marked.
  23. Click search.
  24. Validate both parts of the claim display.
  25. Validate the one paid has a status of "paid".
  26. Validate the “zero claim” portion indicates "No Remit".
Topics
• Finance
ECS-54058 Summary | Details
Component Plan Library Type
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FormDesigner
  • Interface Design Form Set
  • Treatment Plan Component - User [EDIT]
  • Treatment Plans/Other Form Set
  • TxPlanDesigner
Scenario 1: Treatment Plan Form Designer - Design Component
Specific Setup:

Available design component to copy.

Steps
  1. Navigate to "Setup > Treatment and Tests > Treatment Plans/Other > Treatment Plan Designer".
  2. Click "Design Component" button.
  3. Select any component from the "Form List".
  4. Copy the form from the Actions > Copy menu option.
  5. Set a code and a name and save.
  6. Validate the toolbox will refresh after save.
  7. Confirm that your copied component appears in forms list column.
  8. Navigate to "Setup > Treatment and Tests > Treatment Plans/Other > Organize Plan Components".
  9. Search for your component and Validate "Type of Library to Use" is populated.
Topics
• Forms • Treatment Plans
ECS-54245 Summary | Details
Netsmart Identity Access Manager (NIAM)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • EvolvUtils
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
Scenario 1: NIAM User Login
Specific Setup:
  • The "NIAM Username" has more than 50 characters.
  • Access to Staff with Security.
  • User is configured for NIAM login.
  • System setup for NIAM logins.
Steps
  1. Log into myEvolv utilizing NIAM credentials.
  2. Validate NIAM user can log in.
  3. Logout.
Topics
• NIAM
ECS-54436 Summary | Details
Create Data Table and Decimal Type Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Tables/Views
  • Billing Batches Management
  • Conditional Formatting Configuration
  • Custom Report Designer [ADD]
  • Custom Reports by Selection Subform
  • Data Source Configuration - Data Sources
  • Evolv Reports Available for Custom Reports
  • Excel Output
  • FinanceClaims
  • NX Report Processor
  • Receiver Information for Report
  • Report Designer
  • Report Parameters PickList
  • Report Selection Picklist
  • Report: Claim Details Report
  • Workgroup Security by Report Subform
  • Workgroups (All)
Scenario 1: NX Custom Report "Clear Data Table" button
Specific Setup:

Billing Batch Claim with balance that contains a decimal value (i.e. $11.50 or $2.35 but not .00).

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Search for claim from setup and take note of receiver, dates, and amount.
  3. Navigate to "Finance > Reports > Accounts Receivable > Claim Details".
  4. Enter report parameters for that claim: Dates, and the receiver.
  5. Select "All Claims" for the Report Selection.
  6. Run the report and Validate that claim info is shown as expected.
  7. Close the report and Click "Create Data Table" button.
  8. Take a note of the table created.
  9. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  10. Add a new report.
  11. Select the Primary Data Source as the table noted in above step 8.
  12. Link claim_details_20 report in "Link to Evolv Reports".
  13. Select the desired data sources under "Manage Data Sources".
  14. Add a Table, set the columns to visible and Save.
  15. Navigate back to "Finance > Reports > Accounts Receivable > Claim Details".
  16. Select the custom report created in the Report Selection.
  17. Preview the report.
  18. Validate the amounts still have exact values (i.e. $11.50 or $2.35 but not .00).
  19. Close the report.
  20. Click Excel.
  21. Open the output file.
  22. Validate the amounts still have exact values (i.e. $11.50 or $2.35 but not .00).
Topics
• Finance • NX Custom Reporting • Reports
ECS-54879 Summary | Details
Incident Review
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Incident
  • Incident Participants - Other Subform
  • IncidentDetails
  • Incidents > Incidents > Incidents > Incident
  • Incidents Long Form [ADD]
  • Incidents Long Form [VIEW] *APPROVED*
  • Incidents Long Form [VIEW] *SIGNED*
  • Location (Incident)
  • Participant Role in the Event
  • People - Event Participants
  • Person Type
  • Taskbar > Supervisor > Supervisor > Incidents Review
Scenario 1: Validate Incidents Review Page
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Incidents Review".
  2. Validate the Incidents Review information is shown.
  3. Click the desired Incidents cell.
  4. Validate the Incidents information is shown.
  5. Close out of the page.
Topics
• Incidents
ECS-55265 Summary | Details
Default Remittance Actions for Overpayments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Accounts for Action by Plan
  • Actions by Status for Auto
  • AR Management
  • Billing Plan Setup NX [EDIT]
  • Cash Receipts for Remittance
  • Claim Remittance Actions [EDIT]
  • Claim Remittance Status for Auto Action
  • ContractsRatesSetup
  • Default Claim Actions NX Subform
Scenario 1: Validate Default Remittance Overpayment Action
Specific Setup:

Requires a remittance and a claim that can be remitted.

Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
  2. Select desired "Payer".
  3. Edit desired "Plan/Contract".
  4. Under "Default Remittance Actions" set default actions for "Overpayment" with desired "Account".
  5. Check "Apply Auto Actions to Manual Remittances".
  6. Save.
  7. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  8. Select desired remittance.
  9. Set parameters to search for desired claims.
  10. Add an overpayment to the claim.
  11. Save.
  12. Confirm the system automatically added the "Overpayment Action".
  13. Open the claim.
  14. Scroll to the "Accounting Info".
  15. Validate the "Overpayment Revenue" account has been credited.
  16. Validate the "AR" account has been debited.
Topics
• Finance • Finance Setup
ECS-55499 Summary | Details
Billing Batches Management Screen Status Filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
Scenario 1: Billing Batches Management Screen - Filter By Dropdown List Selection
Specific Setup:
  • Numerous Billing Runs created with varying Statuses/Receivers/Submitters.
  • System has multiple billing runs in varying statuses.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "Filter By" dropdown.
  3. Select "Not Sent".
  4. Click "Apply Filters".
  5. Validate results contain only "Billing Runs" which have not been sent.
  6. Click "Filter By" dropdown.
  7. Select "Pending Review".
  8. Click "Apply Filters".
  9. Validate results contain only "Billing Runs" which have a status of "Pending Review".
  10. Click "Filter By" dropdown.
  11. Select "Reviewed".
  12. Click "Apply Filters".
  13. Validate results contain only "Billing Runs" which have a status of "Reviewed".
  14. Click "Filter By" dropdown.
  15. Select "Scheduled".
  16. Click "Apply Filters".
  17. Validate results contain only "Billing Runs" which have a status of "Scheduled" and contain a "Date Run" which is not in the past.
  18. Click "Filter By" dropdown.
  19. Select "Sent".
  20. Click "Apply Filters".
  21. Validate "Please specify a date range no greater than 90 days" prompt.
  22. Add "From" and "Through" dates to have a range of up to 90 days.
  23. Click "Apply Filters".
  24. Validate results contain only "Billing Runs" which have a status of "Sent".
  25. Click "Filter By" dropdown.
  26. Select "Remittance - Pending Review".
  27. Click "Apply Filters".
  28. Validate results contain only "Billing Runs" which have a status of "Remittance - Pending Review".
  29. Click "Filter By" dropdown.
  30. Select "Remittance - Reviewed".
  31. Click "Apply Filters".
  32. Validate results contain only "Billing Runs" which have a status of "Remittance - Reviewed".
  33. Click "Filter By" dropdown.
  34. Select "None".
  35. Click "Apply Filters".
  36. Validate "Please specify a date range no greater than 90 days" prompt.
  37. Add "From" and "Through" dates to have a range of up to 90 days.
  38. Click "Apply Filters".
  39. Validate results contain all "Billing Runs".
Topics
• Finance
ECS-55563 Summary | Details
Staff Reports Routing Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Help Remarks
  • PDF
  • Print Preview
  • Report Selection Picklist
  • Report: Routing History
  • Select Only [ADD]
Scenario 1: Validate Staff Reports - Routing Report Loads
Specific Setup:

Existing data prior to the switch to Routing NX.

Steps
  1. Navigate to "Reports > Staff > Staff Reports > Routing".
  2. Validate only Report Selection is available.
  3. Select a Report Selection.
  4. Run the report.
  5. Validate report loads data in table.
  6. Close the Report.
  7. Click Help.
  8. Validate "This report is NOT compatible with Routing NX. If your agency has switched to Routing NX, the report will not pull any data since the switch. If there is existing data prior to the switch to Routing NX, that can be pulled." text displays.
Topics
• Reports
ECS-55573 Summary | Details
Null Values Are Supported In "Collateral Relationship"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Referral Personal Information [EDIT]
  • Import File Templates
  • Import Services Form Set
  • ImportFileLog
  • Members Personal Form [EDIT]
  • Race Subform
  • Referral Information Form Set
  • Referral Search
Scenario 1: EPICADT04 and EPICADT08- Preadmit AND Update Patient- NK 1.3 - Validate "Collateral Relationship" Updates Records
Specific Setup:
  • The referral record to be added into the system, with no Collateral Relationship, NK1.3 Segment.
  • A second referral record to update a preexisting referral in the system, with no Collateral Relationship, NK1.3 Segment.
  • The Import File Templates have a default value for the Collateral Relationship.
  • The user knows the values in the fields.
Steps
  1. Import a record that is missing the NK1.3 segment. This is the collateral relationship field.
  2. Navigate to "Taskbar > System Maintenance > Import Services > Import File Log".
  3. Select the template used.
  4. Validate no errors occurred for the import.
  5. Validate the record was created or changes took place, based on the import file used.
  6. Validate a collateral exists that contains the default value that was used in the precondition.
Topics
• CareConnect
ECS-55594 Summary | Details
Improved Performance Of RevConnect Integration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 270 Output File
  • 270 Output Ready
  • Billing Batch Claims Review
  • Billing Batches Management
  • Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
  • Finance > Imports/Exports > Exports > Eligibility Requests (270)
  • Alerts - View [VIEW]
  • Cash Received Maintenance (System) [VIEW]
  • Claims Maintenance NX Form Set
  • FinanceImportListing
  • Remittance File
  • Report: Claim Details Report
  • Report: Claim Remittance Report
  • 999 Acknowledgement File
  • Claim/Invoice Batch [VIEW]
  • Message from webpage - Are you sure want to delete this record?
Scenario 1: Send 270 to RevConnect From Billing Run
Specific Setup:

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

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Filter for desired Receiver.
  3. Take note of "Run Description".
  4. Click Actions > Request Eligibility (270).
  5. Download the file.
  6. Validate the output has single file and has "5010" in the code.
  7. Validate the output does not have "4010" in the code.
  8. Click Send to RevConnect.
  9. Validate "270 submitted to SFTP" message.
  10. Click the Claims link.
  11. Click "Request Eligibility (270)".
  12. Download the file.
  13. Validate the output has single file and has "5010" in the code.
  14. Validate the output does not have "4010" in the code.
  15. Click Send to RevConnect.
  16. Validate "270 submitted to SFTP" message.
  17. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  18. Validate Description cell matches step 3.
  19. Validate Status "File Sent".
Scenario 2: Receive 835 File From RevConnect
Specific Setup:

Ability to receive 835 Remittance files via SFTP/RevConnect.

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Validate file has imported successfully from "SFTP/RevConnect".
  3. Click "File Name" link.
  4. Validate file displays, close.
  5. Click "Check" link.
  6. Validate "Receiver" and "Deposit" information is correct.
  7. Click "Actions", "Remittance Report".
  8. Validate "Report" contains "Claim Remittance" information, close.
  9. Click "Actions", "Claim Details".
  10. Validate "Report" contains "Claim Details" information, close.
Scenario 3: Receive Valid 999 File From RevConnect
Specific Setup:

Claim Receiver configured for SFTP/RevConnect Integration.

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > 999 Imports".
  2. Validate "999 File" is present.
  3. Click on "File" to expand.
  4. Validate "Invoice Batch Log" corresponds to existing "Control Number".
Topics
• Agency Setup • Finance • Finance Setup
ECS-55618 Summary | Details
Place of Service Code and Calculate Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Place of Service Code Setup [EDIT]
  • BillingProcessHistory
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • Claim Output
  • Claim Output Form Set
  • Claim Output Ready
  • Claim Service Lines NX Subform
  • Claim Submission 2.0 [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Claims Maintenance NX Form Set
  • Claims Submission For Remittance NX [EDIT]
  • FinanceClaims
  • Location Table (Service)
  • Place of Service Location Link Subform
  • Notepad
Scenario 1: Validate Place of Service Updates After Changes To Finance Setup
Specific Setup:
  • Client has two Benefit Assignments.
  • Service is billable to both Benefit Assignments.
  • Service has Location information.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create a "Billing Run" to capture "Service" from preconditions.
  3. Upon completion of "Billing Execution Interval", create "837 File".
  4. Validate "Place of Service" information is present for the "Claim".
  5. Mark "Batch" as sent.
  6. Navigate to "Finance > Remittance Processing > Remittance Application > Apply Receipt to Claims".
  7. Select "Check".
  8. Set "Filters" to search on "Claim".
  9. Click "Deny" and "Add Action".
  10. Select "Resubmit to Other" and use "Calculate Rate", save.
  11. Upon completion of "Billing Execution Interval", click on "Submission" and "Batch", create "837 File".
  12. Validate "Place of Service" information is present for the "Claim".
Scenario 2: Validate Place Of Service Code Saves When Using Calculate Rate
Specific Setup:

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

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance".
  3. Set parameters to search for desired claim.
  4. Click "Add Action".
  5. "Resubmit" the claim using "Calculate Rate".
  6. Validate "Place of Service" field contains desired place of service code.
  7. Save.
  8. Wait for billing to run.
  9. Open the new submission.
  10. Validate "Place of Service" contains desired place of service code.
  11. Click on the "Batch" link.
  12. Click "Open Batch"
  13. Click on "Create Output".
  14. Download the "837 Output".
  15. Validate the "CLM" line contains desired place of service code.
Topics
• Finance • Finance Setup
ECS-55924 Summary | Details
myHealthPointe Carefabric Updates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 1. Simple Service Entry [ADD]
  • Client Related Task - New [ADD]
  • Client Search
  • Client Service Entry
  • Consents [EDIT]
  • Event Categories/People - User Modifiable
  • Event Definition User - People [EDIT]
  • Event Definitions - People Based Form Set
Scenario 1: Validate SDK Payload AppointmentCreated Only Sends for Scheduled Appointments When Enabling/Disabling “Suppress From Patient Portal”
Specific Setup:

Internal Testing Only

Steps

Internal testing only
Topics
• Agency Setup
ECS-56028 Summary | Details
Temp Unallocated AR Balance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cash Received Maintenance (System) [EDIT]
  • GL Temporarily Unallocated and Contra Accounts
  • Months
  • Temp Un-Allocated Balance Report
  • UAR Balance [ADD]
  • Web Browser
Scenario 1: Validate "Temp Unallocated AR Balance" Report
Specific Setup:
  • Requires access to "Finance > Reports > GL Transactions > Temp Unallocated AR Balance".
  • Available data for the Temp Unallocated AR Balance report.
Steps
  1. Navigate to "Finance > Reports > GL Transactions > Temp Unallocated AR Balance".
  2. Enter date ranges for "From Month" with "Year", to "Through Month" with "Year".
  3. Set "UAR Account" to "Un-Applied Cash Account".
  4. Click the "Preview" button.
  5. Verify that the "Temp Unallocated AR Balance NX" report loads.
  6. Click "Print".
  7. Validate Print Preview displays report.
  8. Within the Report, click on any hyperlink within the "Check Amount" column.
  9. Confirm that the "Cash Receipt Maintenance 2.0" form loads.
  10. Repeat steps 3-7 for:
  11. CR Temp UAR
  12. Temporary account for overpayments
  13. Billing Processing Contra Account
Topics
• Finance • Reports
ECS-56704 Summary | Details
Family Cases Requiring Approval
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Case Members by Case
  • Case Problems [ADD]
  • Event Participants - Profile Subform
  • Family Case Area of Treatment [ADD]
  • Family Case Completion Information [ADD]
  • Family Case Goal [ADD]
  • Family Case Methods [ADD]
  • Participant Role in the Event
  • Print Preview
  • Problem Category Lookup - All
  • Problem Category Lookup - Not Safety Plan
  • Problem Library
  • Problems Identified (Group Profile/Category)
  • Related People (Profiles)
  • Select Family Case
  • ServicePlanForm
  • ServicePlanList
  • SupervisorModule
  • Treatment Plan Library (by Category)
  • Family Case Methods [EDIT]
Scenario 1: Family Case Treatment Plan - Enter An Initial Plan
Specific Setup:
  • Requires a Family Case that is enrolled in a Program that is set up with "Family Case Treatment Plan".
  • Scenario assumes Family Case has at least one problem/need entered.
  • Family Case Plan Event "Can Submit?" is checked.
Steps
  1. Navigate to "Family Cases > Clinical Information > Case Planning > Planning".
  2. Select desired family.
  3. Click "Start New Plan" link.
  4. Fill in required fields such as "Date Started/Date Completed".
  5. Click on "Area of Treatment" component.
  6. Click on "Category" button and select desired category.
  7. Click on "Goal" component.
  8. Click on "Problem Addressed" and select desired problem.
  9. Click on "Goal" button, and select desired goal.
  10. Click on "Intervention" component.
  11. Click the "Case Member" look up table button, and select desired case member.
  12. Click on "Method" button, and select desired method.
  13. Click on the "Participants" component.
  14. Set desired "Participant Role", and "Participant" fields.
  15. Click the "Save" button.
  16. Validate the "Initial" plan is listed with desired dates.
  17. Validate the "Status" field contains "Modifiable".
  18. Click on the "Actions" field, and validate the list box contains " Open Plan" and "Delete Plan".
  19. Select "Open Plan".
  20. Click the "Add Area of Treatment".
  21. Set the "Category" and the "Status Date" field.
  22. Click the "Next" link.
  23. Click the look up table for the "Problem Addressed" field.
  24. Click the "New" button.
  25. Set the "Category" and the "Problem/Need" fields.
  26. Click the "Save" button.
  27. Set the "Goal" field and the "Status Date" field.
  28. Click the "Next" link.
  29. Set the "Case Member", "Method", "Target Date" and the "Status Date" fields.
  30. Validate the "Submit" and "Print" buttons are disabled.
  31. Click the "Validate Plan" button, and validate the message "No Validation issues found" displays.
  32. Click the "OK" button and click the "Save" button.
  33. Re-open the event and click "Submit" button.
  34. Validate message "Are you sure you wish to proceed with submitting this treatment plan? By submitting for approval you will no longer be able to modify its contents."
  35. Click the "OK" button and click the "Submit" link.
  36. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  37. Validate the Initial Plan is listed with "Family Case" name.
  38. Validate the "Status" contains "Pending Approval".
  39. Click "Actions" and select "Approve".
  40. Click on "Save".
  41. Navigate to "Family Cases > Clinical Information > Case Planning > Planning".
  42. Click "Refresh" button.
  43. Validate the status contains "Approved - Ready for Review".
  44. Open the plan.
  45. Click on "Print" button.
  46. Validate a preview of the plan appears, and click "Close".
  47. Click on the "View Signatures" button.
  48. Validate both "Signed By" and "Approved By" signatures appear.
  49. Click the "X" close.
  50. Select "Preview" from the Treatment Plan list box.
  51. Validate the plan displays within the window, and click "X" close button.
  52. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  53. Click on "View Filters" and set the desired filters.
  54. Validate the event is present and the status is set to "Approved".
  55. Click the "Actions" link and select "Unapprove" from the listing.
  56. Click the "Save" button, and validate the status is changed to "Pending Approval".
  57. Click the "Actions" button and select "Unsubmit" from the listing.
  58. Set the "Notes" text area and click on the "Save" button.
  59. Validate the "Pending Action" field contains "Unsubmit", and click the "Save" button.
  60. Navigate to "Family Cases > Clinical Information > Case Planning > Planning".
  61. Click on the "Refresh" button for the desired Family Case.
  62. Click on the "Actions" button, and validate "Open Plan" and "Delete Plan" options are present.
  63. Validate the "Status" displays as "Modifiable".
Scenario 2: Family Case Treatment Plan - Supervisor
Specific Setup:
  • Requires the ability to "Approve" Treatment Plans within the Taskbar module.
  • User access to Family Cases module.
Steps
  1. Navigate to "Family Cases > Clinical Information > Case Planning > Planning".
  2. Click on "Select Case", and choose the desired Family Case.
  3. Click the "Start a New Plan" link.
  4. Fill out the desired information and click the "Save" button.
  5. Click on the "Submit" button.
  6. Validate the message appears "Are you sure you wish to proceed with submitting this treatment plan?", and click the "OK" button.
  7. Validate the "Status" field displays "Submitted for Approval".
  8. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  9. Validate the desired case is present within the "Client/Group" field and the status displays as "Pending Approval".
  10. Click on "Actions", and select "Approve" from the actions list box.
  11. Validate the "Pending Action" field displays "Approve".
  12. Click the "Save" button.
Topics
• Family Cases • Supervisor • Taskbar • Treatment Plans
ECS-56711 Summary | Details
AR Management - Remittance Info
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipt Maintenance 2.0 Form Set
  • Cash Receipts for Remittance
  • Cash Receipts Maintenance NX
  • Cash Received (Manual) - New [ADD]
  • Cash Received Maintenance (System) [EDIT]
  • Deposit Slip Only [ADD]
  • Deposit Slips
  • GL A/R Temporary Unallocated Account
  • GL Cash Accounts
  • Payers by Receiver
  • Receiver Information - All
Scenario 1: Validate Unapplied Balance Of a Remittance Check When Non Evolv Amount Is Entered
Specific Setup:
  • Requires a claim that can be remitted.
  • Requires a "Remittance Check" with an "Unapplied Balance".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Receipts > Receipt".
  2. Select desired "Remittance Check".
  3. Set "Total Non-Evolv Amount" to desired amount.
  4. Click "Select Receipt".
  5. Search for desired check.
  6. Validate the "Unapplied Balance" equals the amount of the check minus the "Total Non-Evolv Amount".
  7. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  8. Click "Remittance Check".
  9. Search for desired check.
  10. Validate "Unapplied Balance" contains desired amount.
  11. Select the "Remittance Check".
  12. Validate "Current Balance" contains desired amount.
  13. Search for a desired claim.
  14. Apply a payment to the claim.
  15. Save.
  16. Validate the "Current Balance" contains desired amount.
Topics
• Finance
ECS-56716 Summary | Details
Held Claim For Service Not Approved
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • SupervisorModule
  • Agency [EDIT]
Scenario 1: Validate Claim Held For Service Not Approved Is Released
Specific Setup:
  • Requires a claim that is held for "Service Not Approved".
  • Scenario works with a service that has been submitted to supervisor, but not yet approved.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Validate desired service is listed.
  3. Click "Actions" button and select "Approve".
  4. Save.
  5. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  6. Click "New Run".
  7. Select "Immediate Run".
  8. Fill in required fields to generate desired billing run.
  9. Save.
  10. Wait for billing to run.
  11. Validate the billing contains desired claim and it is no longer in "Held" status.
Scenario 2: Validate Claim Held For Service Not Approved Is Released With New Claim Number
Specific Setup:
  • Requires a claim that is held for "Service Not Approved".
  • Scenario works with a service that has been submitted to supervisor, but not yet approved.
Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  2. Check the flag "Delete Held Claims".
  3. Save.
  4. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  5. Validate desired service is listed.
  6. Click "Actions" button and select "Approve".
  7. Save.
  8. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  9. Click "New Run".
  10. Select "Immediate Run".
  11. Fill in required fields to generate desired billing run.
  12. Save.
  13. Wait for billing to run.
  14. Validate the billing contains desired claim with a new claim number and it is no longer in "Held" status.
Topics
• Finance
ECS-56763 Summary | Details
Call Center Unsaved Calls
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Center Search Forms [ADD]
  • Call Center Search Forms [EDIT]
  • Call Disposition with Intake [EDIT]
  • Taskbar > Call Center > Call Center > Call Center
Scenario 1: Call Center – Validate When a Minimized Call Is Saved, the Call Will Be Removed From the Unsaved Calls Area
Specific Setup:

Signed call available in Call Center.

Steps
  1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
  2. Create a New Call.
  3. Check "Phone # Unknown" or enter a number.
  4. Input a Client First Name and Client Last Name.
  5. Click "Next".
  6. Minimize the call.
  7. Validate the call appears in Unsaved Calls only.
  8. Open the call from the Unsaved Calls panel. Change any data like the "Brief Nature of Call".
  9. Minimize the call again, confirm that there is still only one instance of this call in Unsaved Calls.
  10. Open the call from Unsaved Calls
  11. Confirm the data change is still visible.
  12. Click "Save & Close".
  13. Confirm the call is now visible in Incomplete Calls and NOT visible in Unsaved Calls.
  14. Open the call, minimize, confirm it is now in Unsaved and NOT Incomplete.
  15. Open the call, click "Save & New call".
  16. Minimize the new call.
  17. Confirm the new "No person identified..." call is visible in Unsaved Calls, and the original call is now visible in Incomplete Calls.
  18. Open the original call from Incomplete Calls.
  19. Fill the remaining call form and click next until the "Save & Mark Completed" button is visible.
  20. Click "Minimize".
  21. Confirm the call is visible in Unsaved Calls, open it again.
  22. Now click "Save & Mark Completed".
  23. Confirm the call is no longer visible in Unsaved Calls or Incomplete Calls.
  24. Validate the call is visible in the main call area, with the column "Call Completed" showing "yes".
  25. Search and Open a signed call from call center.
  26. Validate "Minimize" and "Delete" buttons are not present.
Topics
• Call Center
ECS-56772 Summary | Details
Call Center Proceed Without a Person
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Center Search Forms [ADD]
  • Call Center Search Forms [EDIT]
  • Call Disposition with Intake [EDIT]
  • CallCenterlisting
Scenario 1: Call Center – Validate "Proceed Without a Person?" Displays Does Not Display Client Selection After Opening Minimized Call
Steps
  1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
  2. Create a new call.
  3. Fill form, select client, fill event and "Save and Mark Completed".
  4. Create a new call.
  5. Select "Proceed Without a Person?".
  6. Select Next and Minimize.
  7. Open previously completed call.
  8. Click "Cancel".
  9. Open the minimized call and validate no Client Selection table is displayed.
  10. Validate "Caller First Name" and "Caller Last Name" input boxes are empty.
Topics
• Call Center
ECS-56801 Summary | Details
Sheppard Pratt Patient Statement Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Date w/ Parm and Selection w/ Service Facility Set [ADD]
  • Excel Output
  • Report Selection Picklist
  • Security Formsets [EDIT]
  • Patient Statement
  • Service Facility Set
  • Alerts - View [VIEW]
  • File Types for Scheduled Reports
  • Save Reports
  • Scheduled Reports [ADD]
Scenario 1: Sheppard Pratt Patient Statement - CSV output
Specific Setup:

User access to Finance module.

Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Sheppard Pratt Patient Statement".
  2. Enter the desired "From Date" and "Through Date".
  3. Set the "Report Selection" field.
  4. Set the "Service Facility Set" field.
  5. Set any other additional parameters as needed.
  6. Click on the "CSV" button.
  7. Validate the output and click the "Close" button.
Scenario 2: Sheppard Pratt Patient Statement - Preview
Specific Setup:

User has access to Finance module.

Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Sheppard Pratt Patient Statement".
  2. Enter the desired "From Date" and "Through Date".
  3. Set the "Report Selection" field.
  4. Set the "Service Facility Set" field.
  5. Set any other additional parameters as needed.
  6. Click on the "Preview" button.
  7. Validate report output and click the "Close" button.
Scenario 3: Sheppard Pratt Patient Statement - Schedule CSV
Specific Setup:

User access to Finance module.

Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Sheppard Pratt Patient Statement".
  2. Enter the desired "From Date" and "Through Date".
  3. Set the "Report Selection" field.
  4. Set the "Service Facility Set" field.
  5. Set any other additional parameters as needed.
  6. Click on the "Schedule" button.
  7. Set the "Description", "Keep For (Days)", and "Scheduled Date" fields.
  8. Set the "Report File Type" to "CSV".
  9. Click the "Save" button.
  10. Click the "View Alerts" button.
  11. Click the desired message for the scheduled report.
  12. Within the "Message", click the "here" link.
  13. Validate the output on the downloaded report and click "X" close.
  14. Navigate to "Reports > Other > Saved Reports > Report Listing"
  15. Click on the desired 'Report Description to down load the report.
  16. Validate output on report, and click "X" close.
Scenario 4: Sheppard Pratt Patient Statement - Excel
Specific Setup:

User access to Finance module.

Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > Sheppard Pratt Patient Statement".
  2. Enter the desired "From Date" and "Through Date".
  3. Set the "Report Selection" field.
  4. Set the "Service Facility Set" field.
  5. Set any other additional parameters as needed.
  6. Click on the "Excel" button.
  7. Validate the output and click the "Close" button.
Topics
• Finance
ECS-56901 Summary | Details
eMAR Event Access
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR Client Information Form Set
  • Event Amend Reason
  • Medication Administration
  • SecurityEvents
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Staff-Worker Role Link Subform
  • Worker Role for Setups
  • Worker Roles Form Set
  • Client Search
  • Staff Workgroups Enrollment Subform
Scenario 1: eMAR- Amend
Specific Setup:
  • User has access to eMAR.
  • Check off "Amend" within the "Medication Administration" area for user within Setup > Security/Access > Worker Roles > Security for Events.
Steps
  1. Navigate to "Taskbar > eMAR > eMAR > eMAR".
  2. Select desired "Location and "Time Of Day Band".
  3. On desired client, check off the "Administered" radio button, set the "Time" and enter information within the "Notes" field.
  4. Click on "Save".
  5. Once it is completed, it will be highlighted in green.
  6. Click on the client name.
  7. Open the "Medication Administration" tab, and click on "Actions > Submit for Approval" on the desired event.
  8. Click "OK" on the displayed message "Are you sure you wish to proceed with submitting this event(s)?".
  9. Once the status reflects "Signed/Submitted", click the "Actions" button again.
  10. Click on "Amend Service".
  11. Select desired reason for amending the service
  12. Validate the alert text "If you would like to save additional reason comments for the amendment, please enter below".
  13. Enter desired comment if needed, and click "Save Additional Reason Comment", or click " Amend No Comment".
  14. Click the "Refresh" button.
  15. Validate the event amended has a strike through and the status is reflected as "Amended".
  16. Validate a new event is created with the status reflected as "Modifiable".
  17. Click "X" to close.
Scenario 2: eMAR - No Amend
Specific Setup:
  • Both the Worker Role and Workgroup must not have "Amend" checked off within Setup > Security/Access > Worker Roles > Security for Events.
  • User has access to eMAR.
Steps
  1. Navigate to "Taskbar > eMAR > eMAR > eMAR".
  2. Select desired "Location and "Time Of Day Band".
  3. On desired client, check off the "Administered" radio button, set the "Time" and enter information within the "Notes" field.
  4. Click on "Save".
  5. Once it is completed, it will be highlighted in green.
  6. Click on the client name.
  7. Open the "Medication Administration" tab, and click on "Actions > Submit for Approval" on the desired event.
  8. Click "OK" on the displayed message "Are you sure you wish to proceed with submitting this event(s)?".
  9. Once the status reflects "Signed/Submitted", click the "Actions" button again.
  10. Validate the "Amend Service" function is not present, and click "X" to close the window.
  11. Navigate to "Client > Client Information > Health Information > Medication Administration" and select the same client.
  12. Validate the event displays with a status of "Signed/Submitted".
  13. Click the "Actions" button, and validate the "Amend Service" function is not present.
Topics
• eMAR
ECS-56963 Summary | Details
Progress Notes On A 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
  • Client Service Management Form Set
  • General Client Assessment [ADD]
  • Notes [ADD]
  • Notes [EDIT]
  • Notes [VIEW]
  • Staff - Service Providers (by Staff_id)
Scenario 1: Validate Edit/Delete Access On A Locked Progress Note
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. Validate "Add New" button is disabled.
  10. Click "Actions" button on the progress note row and validate "Delete" button does not exist.
  11. Open the progress note.
  12. Validate it is in "View" mode and cannot be edited.
  13. Validate "Delete" button does not exist.
  14. Close the progress note.
Topics
• Service Entry
ECS-56967 Summary | Details
271 Client Eligible Benefits Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 271 Import Batch
  • Report Parameters PickList
  • Report Selection Picklist
  • Report: 271 Benefits Details
Scenario 1: 271 Client Eligible Benefits Report
Specific Setup:

System has existing 271 Eligibility Imports.

Steps
  1. Navigate to "Finance >Reports >General >271 Client Eligible Benefits".
  2. Set "From Date" and "Through Date".
  3. Select desired "Report Selection".
  4. Click "Preview".
  5. Validate "271 Benefits Details Report" loads.
  6. Click "Close".
  7. Set "Parameter" of "271 Import Batch" and select a "Batch".
  8. Click "Preview".
  9. Validate "271 Benefits Details Report" loads.
  10. Click "Close".
Topics
• Finance
ECS-56968 Summary | Details
New Referral/Client Wizard
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Merge Utility
  • People Search
  • Person Information [ADD]
  • Wizard
  • Referral Search
Scenario 1: Validate Cannot Create New Client With Duplicate Social Security Number to Another Client
Specific Setup:

Known social security number for a Client in the system.

Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Click the "Select Client" search box.
  3. Click New and Intake - New.
  4. Enter any Last Name, First Name, Gender.
  5. Enter a Social Security number you know is in use already (do not use blank or all zeros).
  6. Click Proceed.
  7. Confirm that the search includes the client that has the SSN you entered listed.
  8. Check "Create new record..." box and click Proceed.
  9. Confirm that an alert opens showing
  10. Error(s) occurred on save:
  11. New Person record cannot be saved, return to search to address:
  12. Duplicate Social Security #: [SSN ENTERED]
  13. Close alert and Confirm that the Results window is still active (not locked, does not proceed).
  14. Click Previous to return to the Search page.
  15. Enter a valid SSN and client info.
  16. Click Proceed.
  17. Check "Create new record..." box and click Proceed.
  18. Confirm the Wizard continues to the Personal Information page with the new information without validations.
Scenario 2: Validate Cannot Create New Referral With Duplicate Social Security Number to Another People Record
Specific Setup:

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

Steps
  1. Navigate to "Referral > Agency Referral > Referral Information > Demographics".
  2. Click Search for Referrals.
  3. Click New Referrals Wizard.
  4. Enter any Last Name, First Name, Gender.
  5. Enter a Social Security number you know is in use already (not blank or all 0s, these are ignored).
  6. Click Proceed.
  7. Confirm that the search includes the client that has the SSN you entered listed.
  8. Check "Create new record..." box and click Proceed.
  9. Confirm that an alert opens showing
  10. Error(s) occurred on save:
  11. New Person record cannot be saved, return to search to address errors:
  12. Duplicate Social Security #: [SSN ENTERED]
  13. Close alert and Confirm that the Results window is still active (not locked, does not proceed).
  14. Click Previous to return to the Search page.
  15. Enter a valid SSN and client info.
  16. Click Proceed.
  17. Check "Create new record..." box and click Proceed.
  18. Confirm the Wizard continues to the Personal Information page with the new information without errors.
Topics
• Client • Referral Application
ECS-57085 Summary | Details
Treatment Plan Link to Program - Agency Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Program Services-Planning Subform
  • Agency-Program Setup for Treatment Planning [EDIT]
  • Event Definitions-Planning-People
  • Group Profile Type - Service Facilities
Scenario 1: Treatment Plan - Program Setup - Validate The Active Entry Of Duplicate Event Is Modifiable
Specific Setup:
  • A program exists in "Agency Setup > Services Setup > By Program > Plan Setup" with duplicate events.
  • The first row event of the duplicated events is active. The second row of the duplicated event is not active.
Steps
  1. Navigate to "Agency Setup > Services Setup > By Program > Plan Setup".
  2. Select the Program.
  3. Validate the "Treatment Plans Linked to Program" section displays the event at least two times.
  4. Validate one event is currently active.
  5. Add a row to the "Current Review Events".
  6. Save the form.
  7. Edit the Program.
  8. Validate the modifications saved.
  9. Add a second row to the "Current Review Events".
  10. Save the form.
  11. Edit the program.
  12. Validate both rows display.
  13. Uncheck the "Is Active" check box.
  14. Save the form.
  15. Edit the program again.
  16. Delete the line and save.
  17. Validate the form saves with the changes.
Topics
• Treatment Plans
ECS-57162 Summary | Details
Print Action Taken
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Print Preview
  • ServicePlanForm
  • ServicePlanList
Scenario 1: Validate Print Action in Service Entries
Specific Setup:
  • Client has service events.
  • Client has Treatment Plan.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select "Client".
  3. Select "Event".
  4. Click "Print".
  5. Navigate to "Client > Case Management > Plan Development > Planning".
  6. Select "Treatment Plan".
  7. Click "Print".
  8. Navigate to "Reports > Certification Reports > MU1 Reports > Client Data Audit Log".
  9. Set "Parameters" for "Client", click "Preview".
  10. Confirm event and Treatment Plan Print display under "Action Taken" column.
Topics
• Client
ECS-57174 Summary | Details
Do Not Bill Utility
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security for Reports
  • DoNotBillUtility
  • Service Events for Report
Scenario 1: 'Do Not Bill' Utility Under Finance > Utilities SubModule
Specific Setup:
  • Requires access to "Finance > Utilities > Do Not Bill Utility > Do Not Bill Utility".
  • Requires entries that may be modified for testing.
Steps
  1. Navigate to "Finance > Utilities > Do Not Bill Utility > Do Not Bill Utility".
  2. Validate Date Range is required by inputting only From or Thru dates and attempting to search.
  3. Validate "At least one filter is required." message.
  4. Set a date range in the "From Date" and "Thru Date" fields.
  5. Click the "Search" button. Confirm that results display from within the specified date range in descending order for each Client grouping.
  6. Additional filters such as "Program Providing Service" and "Client" may be used to limit the data returned.
  7. Check the 'Mark as "Do Not Bill" option for one of the returned rows. (Note that the "Select All" option will check this setting for all returned results.)
  8. Click the "Save" button. After a completing, a message will appear indicating a successful save. Click "OK".
  9. The modified row will display with a yellow highlight indicating it has been changed. The highlight will be removed after a new set of filters has been used.
Topics
• Finance
ECS-57220 Summary | Details
Groups – "Main Service Location" Field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency/Programs Table
  • Group Management [EDIT]
  • New Group [ADD]
  • Provider Sites by Agency/Program
  • Schedules - Group Subform
  • Select Group
  • Staff - Service Providers (Caseloads)
  • Support Group Classes Subform
  • Worker Assignments Groups B2 Subform
  • Worker Role (to a client or in a workgroup) Table
Scenario 1: Modifying the "Program" Field, clears the "Main Service Location" Field
Specific Setup:
  • Active existing Group.
  • User has access to Groups module.
Steps
  1. Navigate to “Groups >Group >Information >General Information” and select desired group.
  2. Change the existing program within the “Program” field.
  3. Validate the “Main Service Location” field is cleared out.
  4. Set the "Main Service Location" field
  5. Click the "Save" button.
  6. Click on "Select Group", and select the group that was just modified.
  7. Validate the "Program" field displays the new program.
  8. Validate the "Main Service Location" displays the accurate "Main Service Location.
Scenario 2: Groups - Main Service Location Field
Specific Setup:

User has access to Groups module.

Steps
  1. Navigate to "Groups > Group > Information > General Information".
  2. Click on "Select Group", and click on the "New" button.
  3. Set all the desired and required information, except the "Main Service Location" Field.
  4. Click the "Save" button.
  5. Validate message displays: "One or more required fields are empty: Main Service Location Please complete this form".
  6. Click the "OK" button.
  7. Set the desired "Main Service Location".
  8. Click the "Save" button.
  9. Validate the "Main Service Location" Field is present.
Topics
• Groups
ECS-57267 Summary | Details
"My Saved Report Queries" Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Labs Report [ADD]
  • NX Report Processor
  • Program Listing - All
  • Report Parameters PickList
  • Save Query [ADD]
  • Saved Report Queries
Scenario 1: "My Saved Report Queries" Widget
Specific Setup:
  • The "My Saved Report Queries" Widget is enabled.
  • User has access to "My Saved Report Queries" widget.
  • There is an existing report within the "My Saved Report Queries" Widget.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Under Widgets choose "My Saved Report Queries".
  3. Click on the desired "Report Name" to open the report.
  4. Make modifications to the report.
  5. Click the "Preview" button, then click the "Close" button.
  6. Click the "Save Query" button.
  7. Set the desired "Description" for the new query.
  8. Click the "Update" button, and close.
  9. Click the "OK" button on the "Are you sure you want to navigate away from this page? The information on this form was modified" message.
  10. Refresh the "My Saved Report Queries" widget.
  11. Validate your newly saved query is present.
  12. Click on the new query and validate the report can be run.
Topics
• Widgets
ECS-57280 Summary | Details
Call Center Anchored Menu Items
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Center Form Test [EDIT]
  • Call Center Search Forms [ADD]
  • Call Disposition with Intake [EDIT]
  • Call Center Search Forms [EDIT]
Scenario 1: Call Center - Validate Changing Event Replaces Tree Event Links
Steps
  1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
  2. Start a new call.
  3. Fill form and select an event.
  4. Change the event.
  5. Validate event links on left get replaced instead of creating new rows indefinitely.
Scenario 2: Call Center – Validate Anchors in Call Center Event Navigation Panel Display After Minimizing/Saving
Steps
  1. Navigate to "Taskbar > Call Center > Call Center > Call Center".
  2. Create a new call, select client, click Save and Close.
  3. Take note of anchored items.
  4. Open existing call from Incomplete Calls.
  5. Validate anchored items still displaying.
  6. Click Minimize and re-open call from Unsaved Calls.
  7. Validate anchored items still displaying.
  8. Select an event from the call.
  9. Take note of anchored items.
  10. Save and Close with the event selected.
  11. Re-open the call from Incomplete Calls.
  12. Validate all anchored items still displaying.
  13. Save and Close the call.
  14. Re-open the call from Call Center Table.
  15. Validate all anchored items still displaying.
  16. Minimize the call.
  17. Re-open the call from Unsaved Calls.
  18. Validate all anchored items still displaying.
  19. Fill remaining required information and Mark and Save Completed.
  20. Open completed call.
  21. Validate all anchored items still displaying.
Topics
• Call Center • Taskbar
ECS-57364 Summary | Details
Intake Wizard
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Initial Enrollment for New Person [ADD]
  • Outside Organizations - distinct
  • Person Information [ADD]
  • Placement Events by Agency/Program - People2
  • Program Listing By Agency and Worker
  • Provider Sites by Program (Vacancy)
  • Referral Reason Table
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Wizard
  • Worker Role (to a client or in a workgroup) Table
  • Calendar Appointment
  • Front Desk Calendar
  • Front Desk Calendar NX
  • Front Desk People Search
  • Gender Table
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX
  • Wizard Process - Front Desk New Person
  • Job Title Listing - Employees
  • Managing Offices By Agency Operated
  • New Staff [ADD]
  • Person Information No Anonymous [ADD]
  • Security Schemes
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff-Site Link Subform
Scenario 1: Adding A New Client Via New Client Wizard - Testing Unit Default
Specific Setup:
  • A new client will be enrolled into a program using the "New Person" enrollment located on "Client >Client Information >Critical Information >Enrollment Information"
  • On the form "Agency > Service Locations > Sites/Residentials > Capacity"
  • The facility unit being used has the field "Default Facility Unit" checked, to default the unit number.
Steps
  1. Navigate to "Client >Client Information >Critical Information >Enrollment Information".
  2. Select "New" then "New Person".
  3. Use the client wizard to add the client.
  4. On the enrollment portion enter the "Initial program".
  5. The "Placement Type" will default the value into the field.
  6. Select the "Initial Facility".
  7. Validate the "Unit" value will default into the field.
Scenario 2: Front Desk NX Calendar - Create New Person
Specific Setup:

Test staff must have access to "New" button under "Agency Setup > Staff and Security Setup > Navigation Access > Access to New Button" for the new "Front Desk People Search" form.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click "View Calendar".
  3. Click "New Appointment".
  4. Click "Person" search button.
  5. Click "New" button on "Front Desk People Search".
  6. Set "Last Name" to desired last name for new person.
  7. Set "First Name" to desired first name for new person.
  8. Select the desired Gender.
  9. Click "Proceed".
  10. Confirm that the individual you are attempting to create does not already exist in the system by reviewing the list of matching results.
  11. Check "Create new record...." checkbox.
  12. Click "Proceed".
  13. Click "Name" in the navigation panel.
  14. Populate any additional information desired.
  15. Click "Finish".
  16. Select your newly created person from the "Front Desk People Search".
  17. Continue populating fields in the Appointment screen to save test appointment or click "Close" to cancel out of creating new appointment.
Scenario 3: New Staff Create Wizard
Steps
  1. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Search for staff and open new Staff Create Wizard.
  3. Enter First Name, Last Name and Gender.
  4. Hit Proceed.
  5. Validate that Proceed button is enabled after the search is complete and the block UI is removed only when the search results are displayed.
Topics
• Staff
ECS-57367 Summary | Details
Client Service Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Program Services/Program-User [EDIT]
  • Agency Program Services/Program-User Subform
  • Billing staff credentials
  • Client Search
  • Client Service Entry
  • General Service Note (auto date) [ADD]
  • Notes [ADD]
  • Report Selection Picklist
  • Report: Progress Notes Report /w Selections
  • SignatureCapture
  • Staff - Service Providers (by Staff_id)
  • Staff Credentials History Subform
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
Scenario 1: Progress Note Report - Validate The Signature On Report Is Accurate To Event Timeframe
Specific Setup:
  • A Service Event is configured with "Can Submit?" and "Electronically Signed?" flags checked in the "Agency Setup > Services Setup > By Program > Individual Services".
  • The staff member credentials, "Agency > Staff & Security > Staff Information > Staff Profiles with Security.", has a row that has start date prior to the event that will be entered. The expiration date will be blank.
  • There currently is only one row filled in for the above credentials.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select the client.
  3. Add the service event in the precondition where the actual date of the service event is greater than the credential start date.
  4. Click the "Actions" button and add a note to the event.
  5. Submit the event.
  6. Navigate to "Reports > Clients > Services & Treatment > Progress Notes".
  7. Set the report dates for the date of the event entered.
  8. Select any of the reports for the report selection.
  9. Preview the report.
  10. Validate the report does not display the client signature.
  11. Close the report.
  12. Navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  13. Select the staff in the precondition.
  14. In the credentials SubForm update the row that exists with a signature. Leave the expiration date blank.
  15. Save the form.
  16. Navigate to "Reports > Clients > Services & Treatment > Progress Notes".
  17. Preview the report.
  18. Validate the signature displays.
  19. Repeat the above steps by modifying the start date of the row to values that are equal to the event start date and after, leave the expiration date blank.
  20. Validate the signature appears on the report when the start date is less than or equal to the service event date.
  21. Validate the signature does not appear on the report for the start dates greater than service event date.
  22. The next set of steps will be a testing of the end date of the credential.
  23. Repeat the initial test having the start date of the row prior to the event start date. Modify the expiration date so it occurs prior to the event start date, is equal to the service event date and after the service event start date.
  24. Validate when the expiration date is equal to and after the service event start date the signature will display on the report.
  25. Validate when the expiration date is prior to the service event start date the signature will not display on the report.
  26. The following set of tests will involve creating a second row for the staff credentials. That second row will have a new signature that appears different from the first signature.
  27. Navigate to the "Navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  28. Modify the original row. In this example this will be "Row1", so the start date is a past date and the end date is as of the day prior to the service event date.
  29. Add the new credential on row two. In this example this will be "Row2". The start date will be the same date the service event took place. The expiration date will be blank.
  30. Run the report in the above steps.
  31. Validate the signature that displays is the one located on "Row2".
  32. Modify "Row2" start date to the day after the service event. This will leave a gap between the end date of "Row1" and the start date of "Row2".
  33. Run the report in the above steps.
  34. Validate no signature displays.
  35. Modify the "Row1" start date to the same date the service event took place. This will remove the above gap in dates created above.
  36. Run the report.
  37. Validate the signature on "Row1" displays.
  38. Modify the "Row1" expiration date back to the day before the service event.
  39. Modify the "Row2" start date back to the event start date. In addition, add and expiration date to "Row2".
  40. Run the report.
  41. Validate the signature entered on "Row2" displays.
Topics
• Reports • Service Entry
ECS-57378 Summary | Details
Uploading via Client Information Screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Information Screen Form Set
  • Client Search
  • FrontDeskCheckIn
  • My Client Information Form Set
  • Personal Information - All Form Set
  • Placement Disruptions: Unknown Location [ADD]
  • Select File for Upload
Scenario 1: Validate Document Can Be Uploaded via Client Information Screen
Specific Setup:
  • Three different clients must be used for testing, one for each location:
  • My Client Widget
  • Client Module Header
  • Front Desk
  • Event service form available with upload document, image upload, signature capture.
  • Available Client scheduled event in Front Desk.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Select My Clients widget.
  3. Click the Open Client Formset (red box and arrow) for desired Client.
  4. Navigate to desired event form.
  5. Add new event form.
  6. Click "Click to Upload Document" > Upload File.
  7. Select a file and upload.
  8. Validate file is uploaded.
  9. Validate Event Form window is still displaying.
  10. Close and Navigate to "Client > Client Information > Personal Information > Demographics".
  11. Search for a different client.
  12. Click the Client name in the header.
  13. Navigate to desired event form.
  14. Add new event form.
  15. Click "Click to Upload Document" > Upload File.
  16. Select a file and upload.
  17. Validate file is uploaded.
  18. Validate Event Form window is still displaying.
  19. Close and Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  20. Click the Client name in the scheduled event.
  21. Navigate to desired event form.
  22. Add new event form.
  23. Click "Click to Upload Document" > Upload File.
  24. Select a file and upload.
  25. Validate file is uploaded.
  26. Validate Event Form window is still displaying.
Scenario 2: Validate Image Can Be Uploaded via Client Information Screen
Specific Setup:
  • Three different clients must be used for testing, one for each location:
  • My Client Widget
  • Client Module Header
  • Front Desk
  • Event service form available with upload document, image upload, signature capture.
  • Available Client scheduled event in Front Desk.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Select My Clients widget.
  3. Click the Open Client Formset (red box and arrow) for desired Client.
  4. Navigate to desired event form.
  5. Add new event form.
  6. Click "Click to Upload Image" > Upload File.
  7. Select a file and upload.
  8. Validate file is uploaded.
  9. Validate Event Form window is still displaying.
  10. Close and Navigate to "Client > Client Information > Personal Information > Demographics".
  11. Search for a different client.
  12. Click the Client name in the header.
  13. Navigate to desired event form.
  14. Add new event form.
  15. Click "Click to Upload Document" > Upload File.
  16. Select a file and upload.
  17. Validate file is uploaded.
  18. Validate Event Form window is still displaying.
  19. Close and Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  20. Click the Client name in the scheduled event.
  21. Navigate to desired event form.
  22. Add new event form.
  23. Click "Click to Upload Document" > Upload File.
  24. Select a file and upload.
  25. Validate file is uploaded.
  26. Validate Event Form window is still displaying.
Scenario 3: Validate Signature Can Be Uploaded via Client Information Screen
Specific Setup:
  • Three different clients must be used for testing, one for each location:
  • My Client Widget
  • Client Module Header
  • Front Desk
  • Event service form available with upload document, image upload, signature capture.
  • Available Client scheduled event in Front Desk.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Select My Clients widget.
  3. Click the Open Client Formset (red box and arrow) for desired Client.
  4. Navigate to desired event form.
  5. Add new event form.
  6. Click "Click to Upload Image" > Upload File.
  7. Select a file and upload.
  8. Validate file is uploaded.
  9. Validate Event Form window is still displaying.
  10. Close and Navigate to "Client > Client Information > Personal Information > Demographics".
  11. Search for a different client.
  12. Click the Client name in the header.
  13. Navigate to desired event form.
  14. Add new event form.
  15. Click "Click to Upload Document" > Upload File.
  16. Select a file and upload.
  17. Validate file is uploaded.
  18. Validate Event Form window is still displaying.
  19. Close and Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  20. Click the Client name in the scheduled event.
  21. Navigate to desired event form.
  22. Add new event form.
  23. Click "Click to Upload Document" > Upload File.
  24. Select a file and upload.
  25. Validate file is uploaded.
  26. Validate Event Form window is still displaying.
Topics
• Client
ECS-57379 Summary | Details
Routing An Amended Event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Event Amend Reason
Scenario 1: Validate Routing An Event That Has Been Amended
Specific Setup:
  • Requires an event that is set up with "Routing".
  • Routing NX should be enabled.
  • Staff should have "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. Open the event and click "Begin Route" to route the event for "Approval".
  7. As the supervisor, "Approve" the event.
  8. Once the event is "Approved", click "Actions" and select "Amend".
  9. Enter desired amend reason.
  10. Wait for the form to re-open.
  11. Validate it does not contain the "Approval Signature".
  12. Validate the "Routing" button contains "Begin Route".
  13. Click "Begin Route".
  14. Validate the route is "Open" and back at starting point.
Topics
• Client • Routing • Service Entry
ECS-57395 Summary | Details
Billing Authorization SubReport
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • As Of Date w Parms and Selection [ADD]
  • Authorizations Details [EDIT]
  • Authorizations Details Subform
  • Authorizations report
  • Authorizations-Billing [Edit]
  • AuthSubreport
  • Client Information Standalone Form Set
  • Client Search
  • Client Service Entry
  • Report Parameters PickList
  • Report Selection Picklist
  • 2. Simple Service Entry [ADD]
  • 2. Simple Service Entry [DELETE]
  • 2. Simple Service Entry [EDIT]
  • All People with Benefit Assignments with LOS
  • Authorization - Finance [EDIT]
  • Authorizations - Billing for a Person (Client)
  • Benefit Assignment [EDIT]
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run NX [DELETE]
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Client Billing Authorizations Form Set
  • Event Delete Reason
  • Event Deleted [ADD]
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
Scenario 1: "Billing Authorization SubReport" Compared To "Billing Authorization Report", Unit Comparision
Specific Setup:
  • Service Event has SubReport "Authorization details for a client".
  • Client has authorizations for the service in varying statuses (Billed, Performed, Scheduled).
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select "Client" from preconditions.
  3. Click "Actions" and "Authorization report".
  4. Note the "Units" for each column (Total, Used, Performed, Scheduled, Balance).
  5. Click on "Service Event" from preconditions.
  6. Validate the "SubReport" displays corresponding "Units Used" and "Units Left".
  7. Navigate to "Reports > Clients > Services & Treatment > Authorizations".
  8. Select "Order by : Client Name. Include Non-Billed Services" and set "Parameter" & "Value" to "Client" in preconditions.
  9. Click "Preview".
  10. Validate "Units" display corresponding "Units" for each column.
Scenario 2: Billing Authorization SubReport - Validate Unit Values For Authorizations Are Accurate
Specific Setup:
  • Service Event has SubReport "Authorization details for a client".
  • Client has authorizations for services enabled. The "Total Authorizations" are known.
  • The "Billing Authorizations" SubReport is attached to the service entry service being used.
  • Client is using a Benefit Assignment that requires a policy number in order for claims not to be put in the held state.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select "Client" from preconditions.
  3. Add a service event with the "Authorized" service.
  4. Note the "Total Units" "Units Used", "Units Left" and "Units Used Not Billed" values.
  5. Save the entry.
  6. Generate a claim for the service.
  7. Navigate to the " "Client > Case Management > Service Management > Service Entry".
  8. Add a new entry of the service.
  9. Validate the "Total Units" remain the same,
  10. Validate the "Units Used" incremented up by one.
  11. Validate the "Units Left" is equal to the "Total Units" minus the "Units Used".
  12. Validate the "Units Used Not Billed" remained the same.
  13. Do not save the event.
  14. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  15. Delete the billing run for the client done above.
  16. Navigate to the Service Entry Form.
  17. Add the service.
  18. Validate the "Units Used" decreases by “1”.
  19. Validate the other numbers are accurate.
  20. Do not save the event.
  21. Modify the benefit plan so the client has no policy number. This will cause the claims to become "Held".
  22. Generate a claim for the service. This will be the recreation of the billing run from above.
  23. Validate the claim is in a "Held" state.
  24. Navigate to the service entry form.
  25. Add the service.
  26. Validate the "Held" state does not change the values for the Authorization SubReport.
  27. Correct the benefit plan so the claim will no longer be in the "Held" state.
  28. Reprocess the claim.
  29. Validate the claim is no longer in the “Held” state.
  30. Navigate to the Service Entry form and add a new service entry for the service being used.
  31. Add a new service event.
  32. Validate the values on the Authorization SubReport are accurate. Reprocessing will not affect the values.
  33. Save the service event.
  34. Add a second service event that is identical.
  35. Validate the "Units Used Not Billed" increases by one.
  36. Generate a claim for the above services.
  37. Validate the "Units Used Not Billed" goes back to the original value.
  38. Delete the service entry event billed.
  39. Fill in the required reasons for the deletion of the billed service.
  40. Add a new service event.
  41. Validate the "Deleting" of the service does not affect the values in the report. They will remain the same.
  42. Do not save that new service entry.
  43. Recover the service deleted.
  44. Add a new service event.
  45. Validate the "Recovering" of the service does not change the values on the report.
  46. Do not save that service event.
Topics
• Finance • Reports
ECS-57404 Summary | Details
NX Custom Reporting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Conditional Formatting Configuration
  • Folders Setup
  • NX Report Processor
Scenario 1: NX Custom Reporting – Validate Timeout Configurations Using Replica Server Reporting Timeout and Non-Replica Server Reporting Timeout Settings
Specific Setup:
  • Custom Report setup and ready to run (with typically long load times).
  • Access to System settings.
Steps

Internal Testing Only.
Topics
• NX Custom Reporting • Reports • Setup
ECS-57413 Summary | Details
NIAM User Login Name
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Main Menu
  • ProgramReferralSearch
  • Web FlightRecorder
Scenario 1: NIAM – Login Name in Flight Recorder
Specific Setup:
  • User is configured for NIAM login.
  • System setup for NIAM logins.
  • User has access to Guardiant to view Flight Recorder.
Steps
  1. Log into myEvolv utilizing NIAM credentials.
  2. Navigate around the system within different modules.
  3. Log into Guardiant, and navigate to the "Sessions" tab.
  4. Validate the "Session Start", "Last Received", and "Staff Name" for NIAM logged in user.
Topics
• NIAM • Third Party Solution
ECS-57419 Summary | Details
835 Remittances
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance File Import
  • FinanceImportListing
  • Report: Claim Remittance Report
Scenario 1: Validate Adjustment Reason Displays Once
Specific Setup:
  • Requires duplicate "Claim Adjustment Reason".
  • One should be active and one should be not active.
  • Requires a remittance file with the "CAS Information" that includes that "Claim Adjustment Reason".
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and select "Upload 835".
  3. Select desired "Remittance File".
  4. Set "Deposit Date".
  5. Click "Upload".
  6. Open the "Remittance Report".
  7. Validate the "Claim Adjustment Reason" displays as a single record.
Topics
• Finance • Finance Setup
ECS-57471 Summary | Details
Retro Billing for Placement Based Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Rate - Placement Based NX [EDIT]
  • Billing Rate Details - Placement NX Subform
  • Billing Request Retro Run [ADD]
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • ContractsRatesSetup
  • FinanceClaims
  • Payers Setup Table
  • Payers/Contracts Setup 2.0 Form Set
  • Submitter Information
Scenario 1: Validate Creating A Retro Billing Claim For Placement Rate When Min/Max Unit Is Set
Specific Setup:
  • Requires a client/claim that has billed "Facility Placement" Service.
  • Rate on the "Facility Placement" should be set up with min/max amount.
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  2. Select desired "Payer".
  3. Click on desired "Rate".
  4. Click "Actions" and select "Renew".
  5. Set "New Rate Name and Effective Date".
  6. Click "Continue".
  7. Make desired changes to the rate, such as the amount.
  8. Save.
  9. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  10. Click "New Run".
  11. Select "Retro Run".
  12. Fill in required fields.
  13. Save.
  14. Wait for billing to run.
  15. Validate the desired claim is generated for the desired amount.
Topics
• Finance
ECS-57543 Summary | Details
Worker Case Loads Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • As Of Date w Parms and Selection [ADD]
  • Print Preview
  • Report Parameters PickList
  • Report Selection Picklist
  • Report: Worker Case Loads
  • Staff - All (by Staff ID)
Scenario 1: Validate Worker Case Loads Report Loads
Specific Setup:

Client that is enrolled in a program.

Client has a service in the program in the past.

Steps
  1. Navigate to "Reports > Clients > General > Worker Case Loads".
  2. Set "Report Selection".
  3. Select Worker under Parameter and Desired Worker under Value.
  4. Run the report.
  5. Validate results for clients shown as expected.
  6. Validate last service date displays date for the most recent Service Event for the enrolled program.
  7. Close the report and set an "As Of Date".
  8. Run the report and validate Last Date of Service does not exceed "As Of Date".
Topics
• Staff
ECS-57591 Summary | Details
Held Claims in Action Based Runs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All People with Benefit Assignments with LOS
  • AR Management
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Cash Receipts for Remittance
  • Client Search
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
Scenario 1: Validate Action Based Claim Is Released After Held
Specific Setup:
  • Requires a claim that can be remitted.
  • Service/Claim should be set up so that upon the "Resubmit" action it is in "Held" state.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Add desired status and "Resubmit" Action to the claim.
  5. Select "Calculate Rate".
  6. Validate "Claim service line" row appears and has a "Held Reason".
  7. Check the "Claim Line".
  8. Save.
  9. Wait for billing to run.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Validate the claim is captured in an "Action Based Run" and status is "Held".
  12. Resolve the reason for hold.
  13. Create a new "Manual Billing" run.
  14. After billing is complete, validate it does not contain the "Action Based Claim".
  15. Validate the "Action Based Run" no longer contains the "Held Claim".
  16. Reprocess the "Manual Billing Run".
  17. After billing is complete, validate it does not contain the "Action Based Claim".
  18. Validate the "Action Based Run" contains the "Action Based Claim" and it is no longer "Held".
Topics
• Finance
ECS-57660 Summary | Details
DiagnosisCodes list
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Active events by Program or Clinic2
  • Client Search
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCalendar
  • FrontDeskCheckIn
  • Diagnoses (General Medical) Table
  • Diagnosis General [ADD]
  • Diagnosis General [EDIT]
  • Front Desk Calendar
Scenario 1: Mobile Caregiver+ Appointment Message- Diagnosis Code
Specific Setup:
  • Diagnosis information containing "Date Diagnosed" and "Priority" is present within client record.
  • User has access to client.
Steps

Internal Testing Only.

Scenario 2: Appointment message - Diagnosis Code Is End-Dated
Specific Setup:
  • Diagnosis information contains an "End Date".
  • User has access to client.
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-57683 Summary | Details
Family Case Treatment Plans
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Program Services-Group Planning Subform
  • Agency-Prog Setup For Family Case Treatment Plan [EDIT]
  • Event Definitions-Planning-Group
  • Group Profile Type - Service Facilities
Scenario 1: Family Case Treatment - Validate Programs Not Linked To Billing Plans Will Only Display The Current Event
Specific Setup:
  • The Family Case Treatment Planning is configured.
  • The program is not linked to a billing plan.
Steps
  1. Navigate to "Agency Setup > Services Setup > By Program > Family Case Plan Setup".
  2. Change the Family Case Planning Event to an Event Definitions Group, that was not related to the original.
  3. Save the form.
  4. Select the "Program" that was modified.
  5. Validate the "Treatment Plans Linked To Program" displays only the one "Event" selected in the above.
  6. Redo the test changing the "Family Case Planning Event".
  7. Validate the results are the same, only the current event selected will display.
Scenario 2: Family Case Treatment Plan - Validate Updating Treatment Plan Set Prior Plans Inactive
Specific Setup:
  • A Program that is linked to a billing plan and has no Family Case Planning Event listed.
  • There are multiple "Planning Groups" to select from.
Steps
  1. Navigate to "Agency Setup > Services Setup > By Program > Family Case Plan Setup".
  2. Select a Program that is linked to a billing plan and has no Family Case Planning Event listed.
  3. Enter the "Service Facility Type" and "Family Case Planning Event".
  4. Save the form.
  5. Edit the Program.
  6. Validate the "Treatment Plans Linked to Program" displays "Active" is "yes" and "initial" is "yes".
  7. Fill in the "Current Review Events" SubForm with the event name and service facility type.
  8. Save the form.
  9. Edit the program just modified.
  10. Validate there are two line items in the "Treatment Plans Linked to Program".
  11. Validate the first row is the initial event and the "Active" and "Initial" are set to "yes".
  12. Validate the second item added indicates the event name and the "Active" is "yes" the "Initial" is "no".
  13. Change the "Family Case Planning Event" to a different "Group" Event than above.
  14. Save the form.
  15. Edit the program.
  16. Validate the grouped event that was set up prior indicates "Active" is "no" and it has retained their original "initial" values.
  17. Validate the new event group selected indicated "Active" and "initial" is "yes".
Topics
• Family Cases • Treatment Plans
ECS-57693 Summary | Details
Applying Bulk Overpayment Action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ActionsView
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
Scenario 1: Validate Bulk Overpayment Action
Specific Setup:

Scenario works with at least 100 claims that are overpaid.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claims.
  4. Click on "Overpayment" button to group over paid claims.
  5. Click on "Bulk Action" button.
  6. Select "Overpayment".
  7. Check desired claims.
  8. Wait for overpayment to apply to all claims.
  9. Save.
  10. Validate the desired claims contain "Overpayment" action.
Topics
• Finance
ECS-57696 Summary | Details
Form Designer and Assessment Copy
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FormDesigner
  • Interface Design Form Set
Scenario 1: Validate Copied Assessment in Form Designer Creates the Copy as a User Defined Form
Specific Setup:

User has access to Setup module.

Steps
  1. Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
  2. Create a "New Test".
  3. Click the newly created Test and create a copy.
  4. Validate both tests are user defined.
  5. Click a System Form Test.
  6. Create a copy of the System Form.
  7. Validate copied test is user defined.
  8. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  9. Validate all 3 assessments are user defined.
  10. Create a copy of a System Form.
  11. Validate copy of System Form Assessment is user defined.
Topics
• Forms • Setup
ECS-57710 Summary | Details
Selecting AP Account for Checks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Check Printout PDF
  • ChecksCreationLog
  • Create Checks [ADD]
  • GL Accounts Payable Accounts
  • GL Cash Accounts
  • NACHA File
Scenario 1: Create AP Checks From An AP Invoice Batch
Specific Setup:
  • AP Invoice Batch has been created, with "Create Separate Checks (A/P)" checked.
  • Account has been set up for direct deposit.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Click "Create Checks".
  3. Populate required fields to capture "Invoices" from preconditions.
  4. Click "Save".
  5. Expand the "Check" record.
  6. Validate there is a distinct "Check" for each service entered on the "AP Invoice Batch".
  7. Click "Actions" and "Print Direct Deposit Checks".
  8. Validate there is no "Signature" on the "Direct Deposit Check".
  9. Validate there is a distinct "Check" for each service.
  10. Validate the "Amount" displays in currency format with two decimal places.
Scenario 2: Validate Batch Control Number Is In Sequential Order In NACHA File
Specific Setup:
  • Scenario works with various "Vendors" that have invoices that need to be paid.
  • Scenario works with various "Vendors" that are linked to different "Managing Offices".
  • "Vendors" should be set up with "Direct Deposit".
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
  2. Click "Create Checks".
  3. Fill in required fields to generate desired checks.
  4. Save.
  5. Click "Actions" button and select "Create DD File For All Actions".
  6. Validate the "Batch Control Number" is in sequential order.
Topics
• Finance • Finance Setup
ECS-57720 Summary | Details
New Requests Following Purge Zero Claim Batches
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • BillingProcessHistory
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Zero Claim Batches
Scenario 1: Validate Ability to Purge All Zero Claim Batches
Specific Setup:
  • Navigation Scheme is set to access "Billing Processing History".
  • System has batches with zero claims and zero invoices.
  • System has batches with zero claims and >=1 invoice.
  • System has batches with >=1 claim and 0 invoices.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Set "Filters" to confirm "Batches" with zero "Claims/Invoices" present. Note the "Control #", "Submitter", "Receiver", "Log Description".
  3. Click "Billing Processing History".
  4. Click "Purge Zero-Claim Batches".
  5. Validate "Control #", "Submitter", "Receiver", "Log Description" are listed.
  6. Validate batches with zero claims and >=1 invoice and batches with >=1 claim and 0 invoices are not listed.
  7. Click "Save" and "OK".
  8. Click on "Billing Batches Management" and click "Refresh".
  9. Set "Filters".
  10. Validate "Batches" have been removed. *Note* The Billing Request will not reprocess upon next run of "Billing Execution Interval" and therefore will not recreate these zero claim batches.
Topics
• Finance
ECS-57724 Summary | Details
Liability Amount for Self-Pay Benefit Assignments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Patient Liability Application Method
  • Patient Liability Label
  • Self Pay [ADD]
  • Self Pay [Edit]
  • Self Pay Deductions [ADD]
  • Self Pay Deductions [EDIT]
  • Self Pay Deductions Subform
Scenario 1: Validate Character Limit On Self Pay Liability Amount
Specific Setup:

Requires a Client that does not have any Self Pay benefit assignments completed.

Steps
  1. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  2. Select a client.
  3. Click "Add New", and select "Add Event".
  4. Select "Self Pay".
  5. Enter required fields.
  6. Navigate to "Self Pay Deductions".
  7. Under "Self Pay Deductions" SubForm.
  8. Enter 999999 under "Liability Amount".
  9. Validate the field only allows the first 5 digits, 99999.
  10. Enter 99999.99.
  11. Fill in remaining required fields.
  12. Save
  13. Re-open the event.
  14. Navigate to "Self Pay Deductions".
  15. Validate the "Liability Amount" contains 99999.99.
Topics
• Client • Finance
ECS-57741 Summary | Details
Netsmart Identity Access Manager (NIAM)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
Scenario 1: Validate "Use NIAM Authentication" Field
Specific Setup:
  • Staff A has "Use NIAM Authentication" is set within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  • Staff B has access to Staff Profiles with Security.
Steps
  1. As Staff B, navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Select Staff A.
  3. Uncheck "Use NIAM Authentication".
  4. Save and log out.
  5. Set "Username" as Staff A.
  6. Click the "Next" button.
  7. Validate the text "NIAM authentication is not enabled for user" displays.
  8. Log in as Staff B.
  9. Navigate to " Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  10. Select Staff A, and check "Use NIAM Authentication".
  11. Save and logout.
  12. Log in as Staff A.
  13. Click the "Next" button.
  14. Verify new window appears and enter the password.
  15. Click the "Verify" button.
  16. Click on the person icon within the upper right section of the page and verify logged in staff is the appropriate NIAM staff (i.e. staff A).
Topics
• Agency • Staff
ECS-57782 Summary | Details
Claim Status Details
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Remittance Transactions Subform
  • Claim Service Lines NX Subform
  • Claim Submission 2.0 [EDIT]
  • Claims Maintenance NX Form Set
  • Finance File Import
  • FinanceImportListing
  • Report: Claim Remittance Report
Scenario 1: Claims Status Details for Remittances
Specific Setup:
  • An 835 remittance import file that contains a claim that has been paid/partially paid/denied by an 835 import.
  • User has access to Finance module.
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. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  12. Click the "Select a Claim" button.
  13. Set the "Claim #" to desired claim.
  14. Click on the "Submissions" tab.
  15. Click on "Actions" and select "Open Form".
  16. Select "Claim Status" from the group list.
  17. Validate the below fields are present and not enabled:
  18. Claim Remittance Status
  19. Remittance Status
  20. Claim Submission Balance
  21. Service Line
  22. Transaction Date
  23. Remittance Check
  24. Transaction Type
  25. Amount
  26. Staff Entered.
  27. Click "X" to close the window.
Topics
• Finance
ECS-57799 Summary | Details
Client Workgroup Assignments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • EvolvUtils
  • Managing Offices By Agency Operated
  • Program Listing By Agency and Worker
  • Referral Search
  • Staff - All (by Staff ID)
  • Worker Roles by Programs and Staff
  • Workgroup Setup - Auto Assign by Program [ADD]
  • Workgroup Setup - Auto Assign by Site [ADD]
  • Workgroup Setup Auto Assign on Intake [ADD]
  • WorkGroups Auto Assigned on Program Form Set
  • WorkGroups Auto Assigned to All Form Set
  • Workgroups for auto assign on program enrollment
  • Workgroups for auto assign on site enrollment
  • Workgroups for auto assignment on intake
Scenario 1: Validate Auto-Assigned Workgroup Assignments
Steps
  1. Navigate to "Agency > Workgroups > Assigned to All > Information".
  2. Click the "Select Workgroup" button.
  3. Click the "New" button.
  4. Fill out required fields.
  5. Click Save.
  6. Click the Workgroup cell.
  7. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  8. Scroll down to "Refresh Client Workgroup Assignments" utility.
  9. Click the "Run" button.
  10. Click the "OK" button.
  11. Validate the notification in Alerts contains "Completed! Refresh Client Workgroup Assignments has finished".
  12. Navigate to "Client > Client Information > Critical Information > Auto Assigned Workgroups".
  13. Search and select desired Client.
  14. Validate the recently created Workgroup is shown in the Listing.
  15. Navigate to "Agency > Workgroups > Assigned to All > Information".
  16. Click the "Select Workgroup" button.
  17. Click the "New" button.
  18. Fill out required fields.
  19. Check the "Assign on Referral" checkbox.
  20. Click Save.
  21. Click the Workgroup cell.
  22. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  23. Scroll down to "Refresh Client Workgroup Assignments" utility.
  24. Click the "Run" button.
  25. Click the "OK" button.
  26. Validate the notification in Alerts contains "Completed! Refresh Client Workgroup Assignments has finished".
  27. Navigate to "Referral > Referrals Made > View Worker Assignments > Auto-Assigned Workgroups".
  28. Search and select desired Referral.
  29. Validate the recently created Referral Workgroup is shown in the Listing.
  30. Navigate to "Agency > Workgroups > Assigned on Program > Information".
  31. Click the "Select Workgroup" button.
  32. Click the "New" button.
  33. Fill out required fields.
  34. Click Save.
  35. Click the Workgroup cell.
  36. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  37. Scroll down to "Refresh Client Workgroup Assignments" utility.
  38. Click the "Run" button.
  39. Click the "OK" button.
  40. Validate the notification in Alerts contains "Completed! Refresh Client Workgroup Assignments has finished".
  41. Navigate to "Client > Client Information > Critical Information > Auto Assigned Workgroups".
  42. If necessary, click the "Refresh" button.
  43. Validate the recently created Workgroup is shown in the Listing.
  44. Navigate to "Agency > Workgroups > Assigned on Site > Workgroup By Site".
  45. Click the "Select Workgroup" button.
  46. Click the "New" button.
  47. Fill out required fields.
  48. Check the "All Programs" checkbox.
  49. Click Save.
  50. Click the Workgroup cell.
  51. Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
  52. Scroll down to "Refresh Client Workgroup Assignments" utility.
  53. Click the "Run" button.
  54. Click the "OK" button.
  55. Validate the notification in Alerts contains "Completed! Refresh Client Workgroup Assignments has finished".
  56. Navigate to "Client > Client Information > Critical Information > Auto Assigned Workgroups"
  57. Search and select Client that is assigned to the Facility selected in Workgroups.
  58. If necessary, click the "Refresh" button.
  59. Validate the recently created Workgroup is shown in the Listing.
Topics
• Workgroup
ECS-57833 Summary | Details
Import Forms Containing Test/Assessment(s)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Look-up Tables Listing (filtered)
  • Columns Pick List NX
  • Form Families
  • FormDesigner
  • Forms
  • Interface Design Form Set
  • NX FIELD [EDIT]
  • NX Sub Form [ADD]
  • NX Test [EDIT]
  • Sub Reports for Users - All
  • Test Header Setup Lookup
  • FileUploadForm
Scenario 1: Form Designer: Validate Form Export Operations
Specific Setup:

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

Steps
  1. Navigate to "Setup > User Tools > Interface Designer > Form Designer".
  2. Select desired "Form Family".
  3. Select desired System Form.
  4. Validate the "Export" option is not present under the "Actions" menu.
  5. Select "Copy" from the "Actions" menu.
  6. Set desired "Form Name" and "Form Code".
  7. Add desired "Form Elements".
  8. Fill out required fields for each "Form Elements".
  9. Click "Save".
  10. Validate saving was successful.
  11. Select "Export" from the "Actions" menu on the custom "Form".
  12. Validate a JSON file was created.
Scenario 2: Validate Importing an In Use Test Code Into Form Designer Displays Duplication Error
Specific Setup:

Available UDF form to export from Form Designer.

Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Select a Form Family.
  3. Export a UDF form.
  4. Navigate to "Setup > User Tools > Interface Design > Import Forms".
  5. Upload the exported file.
  6. Validate "Following Test code(s) in file FormExport.json already exists and in use. Please enter a new test code and try again..." error message.
  7. Validate "Form already exists in system:..." error message.
Scenario 3: Validate Ability To Import Forms With Test/Assessments
Specific Setup:

4 forms available to import:

  • Existing form with existing test/assessment that is not in use.
  • Existing form with existing test/assessment that is in use.
  • New form without a test/assessment.
  • New form with a new test assessment.
Steps
  1. Navigate to "Setup > User Tools > Interface Design > Import Forms".
  2. Import each type form.
  3. For existing form with existing test/assessment that is not in use:
  4. Validate "Form already exists in system:..."
  5. For existing form with existing test/assessment that is in use:
  6. Validate "Following Test code(s) in file ... already exists and in use. Please enter a new test code and try again".
  7. Validate "Form already exists in system:..."
  8. For new form without a test/assessment:
  9. Validate successful upload of form.
  10. For new form with a new test assessment:
  11. Validate successful upload of form and test/assessment.
Topics
• Forms • Setup
ECS-57859 Summary | Details
Treatment Plan Problem Category Propagation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Area of Treatment Treatment Plan [EDIT]
  • Client Search
  • Goals Treatment Plan Depend on Category [ADD]
  • Goals Treatment Plan Depend on Category [EDIT]
  • Methods Treatment Plan [ADD]
  • Methods Treatment Plan [EDIT]
  • Objectives Treatment Plan [ADD]
  • Problem Category Lookup - Not Safety Plan
  • Problems Identified (People/Category)
  • ServicePlanForm
  • ServicePlanList
  • Treatment Plan - Short Term Objective
  • Treatment Plan Library (by Category)
Scenario 1: Validate Goal Category Propagates to Methods and Objectives in Treatment Plan
Specific Setup:

Client without a Treatment Plan started.

Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Search for desired Client.
  3. Start a new "Treatment Plan".
  4. Fill required data on form.
  5. Choose a "Problem Category" in Treatment Plan.
  6. Validate the Goal, Objective and Method forms are limited by the problem category of the goal chosen.
  7. Clear the selection on the "Problem Category Goal" field.
  8. Validate the problem category clears on other nodes in the treatment plan.
  9. Validate ability to save treatment plan.
  10. Re-open treatment plan and validate "Problem Category" does not propagate to new goals.
Topics
• Treatment Plans
ECS-57861 Summary | Details
Collaterals
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Case Planner [ADD]
  • Client Collateral [ADD]
  • Client Relationships Form Set
  • Client Search
  • Collateral Contacts
  • Community Resources [ADD]
  • CopyCollateral
  • Gender Table
  • Health Practitioners [ADD]
  • Members Personal Form [EDIT]
  • Outside Organization Worker [ADD]
  • Outside Organizations
  • Outside Organizations and Schools
  • People Search with Collateral
  • Person Information No Anonymous [ADD]
  • Referral Contact Table
  • Relationship - All Table
  • Relationship - Collateral - Not Family
  • Relationship - Collateral Table
  • Relationship - Community Resources
  • Relationship - Health Practitioners
  • Wizard
Scenario 1: Copying Collaterals
Steps
  1. Navigate to "Client > Client Information > Relationships > Collaterals".
  2. Search and select desired Client, if necessary, select one that does not have any Collaterals.
  3. Click "Add New".
  4. Select "Personal Collateral" from the drop down list.
  5. Fill out required fields.
  6. Click "Finish".
  7. Validate the Personal Collateral is listed.
  8. Click "Add New".
  9. Select "Outside Organization Worker" from the drop down list.
  10. Select an Organization that contains workers in the "Organization" field.
  11. Fill out other required fields.
  12. Click Save.
  13. Validate the Outside Organization Worker is listed.
  14. Click "Add New".
  15. Select "Case Planner" from the drop down list.
  16. Fill out required fields.
  17. Click Save.
  18. Validate the Case Planner is listed.
  19. Click the "Health Practitioners" tab.
  20. Click "Add New".
  21. Select "Health Practitioner" from the drop down list.
  22. Fill out required fields.
  23. Click Save.
  24. Validate the Health Practitioner is listed.
  25. Click the "Community Resources" tab.
  26. Click "Add New".
  27. Select "Community Resource" from the drop down list.
  28. Fill out required fields.
  29. Click Save.
  30. Validate the Community Resource is listed.
  31. Click the "Actions" button.
  32. Select "Copy Collateral" from the Actions drop down list.
  33. Click the "Search Client" button.
  34. Search and select a Client that has Collaterals.
  35. Verify the list of Collaterals are shown.
  36. Click the desired Client Collateral checkbox, or click "Select All" in the top left.
  37. Validate the selected Collaterals are shown on the right side of the table.
  38. Click the "Copy Collaterals" button.
  39. Close out of the Collaterals page.
  40. Click the "Refresh" button.
  41. Validate the list of Collaterals are shown in the Listing table.
  42. Click on a Collateral link.
  43. Validate the link redirects to the Client Information.
  44. Click Close.
Topics
• Client
ECS-57866 Summary | Details
Custom Output Footer For Patient Statement Report Selections
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
  • Patient Statement
  • Report Output Configuration [EDIT]
  • Report Output Configuration Form Set
  • Report Output Configuration NEW [ADD]
  • Report Selection Output
  • Report Selection Picklist
  • Report Selection Picklist By Report Output Config
Scenario 1: Report Output - Validate "Patient Statement Report by Client" Supports Customizable Output Footer
Specific Setup:
  • This is for Finance 2.0 on NX.
  • A date range and client is known that has claims that span at least 2 pages.
  • Other clients will exist after the above client.
Steps
  1. Navigate to "Setup > System > Report Output > Report Output".
  2. Select "New".
  3. Click the "Report Selection" look up.
  4. Validate the "Report Selection PickList by Report Output Config" displays".
  5. Validate the "Patient Statement Report by Client" and "Patient Statement Report by Self-Pay Liability" display.
  6. Select the "Patient Statement Report by Client" report.
  7. Enter a "Description". Example "Footertest1".
  8. Click the "Is Active" check box.
  9. In the "Report Selection Output" enter the footer information.
  10. Navigate to "Client > Reports > Finance Reports > Patient Statement".
  11. Run the report.
  12. Validate the footer displays.
  13. Redo the test with the footer not active.
  14. Validate the footer does not display.
  15. Navigate to "Setup > System > Report Output > Report Output".
  16. Check the "Active" check box.
  17. Add "5 rows" of data to the footer. For example, enter "Row 1" press the "enter key", enter "Row 2" press the "enter key". etc.
  18. Save the data.
  19. Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
  20. Set the date ranges to the values needed as per the precondition.
  21. Set the report to "Patient Statement Report by Client" report.
  22. Print the report for the pages with the precondition client and the next client to follow.
  23. Validate the rows added to the footer page break and the second client starts.
  24. Navigate to "Setup > System > Report Output > Report Output".
  25. Attempt to add a second description using the same report.
  26. Validate the system will not allow. A duplicate not allowed message will display.
  27. Validate the "Refresh" button functions with new non saved values.
  28. Delete the record.
  29. Validate the record is deleted and fields are cleared.
Scenario 2: Report Output - Validate "Patient Statement Report by Self‐Pay Liability" Supports Customizable Output Footer
Specific Setup:
  • This is for Finance 2.0 on NX.
  • A date range and client is known that has claims that span at least 2 pages.
  • Other clients will exist after the above client.
Steps
  1. Navigate to "Setup > System > Report Output > Report Output".
  2. Select "New".
  3. Click the "Report Selection" look up.
  4. Validate the "Report Selection PickList by Report Output Config" displays".
  5. Validate the "Patient Statement Report by Client" and "Patient Statement Report by Self-Pay Liability" display.
  6. Select the "Patient Statement Report by Self-Pay Liability" report.
  7. Enter a "Description". Example "Footertest1".
  8. Click the "Is Active" check box.
  9. In the "Report Selection Output" enter the footer information.
  10. Navigate to "Client > Reports > Finance Reports > Patient Statement".
  11. Run the report.
  12. Validate the footer displays.
  13. Redo the test with the footer not active.
  14. Validate the footer does not display.
  15. Navigate to "Setup > System > Report Output > Report Output".
  16. Check the "Active" check box.
  17. Add "5 rows" of data to the footer. For example, enter "Row 1" press the "enter key", enter "Row 2" press the "enter key" etc.
  18. Save the data.
  19. Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
  20. Set the date ranges to the values needed as per the precondition.
  21. Set the report to "Patient Statement Report by Self-Pay Liability" report.
  22. Print the report for the pages with the precondition client and the next client to follow.
  23. Validate the rows added to the footer page break and the second client starts.
  24. Navigate to "Setup > System > Report Output > Report Output".
  25. Attempt to add a second description using the same report.
  26. Validate the system will not allow. A duplicate not allowed message will display.
  27. Validate the "Refresh" button functions with new non saved values.
  28. Delete the record.
  29. Validate the record is deleted and fields are cleared.
Topics
• Reports
ECS-57869 Summary | Details
LA IBHIS Outpatient Episodes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission Necessity Code
  • AXIS IV (Psychosocial and Environmental Problems) [ADD]
  • Client Search
  • Conservator Court Status
  • Critical Information
  • Diagnosis - (Axis IV problems)
  • LA County Client Information [EDIT]
  • Level of Hold
  • Placement Events by Agency/Program - People2
  • Program Enrollment [Edit]
  • Program Enrollment From Service Track [ADD]
  • Program Listing By Agency and Worker
  • Program Setup - No Care Day/Respite [EDIT]
  • Provider Sites by Program (Vacancy)
  • Source Of Admission
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Type of Admission
  • Worker Role (to a client or in a workgroup) Table
  • Yes No Unknown Table
  • Diagnosis General - LA DMH SF Subform
  • Diagnosis Search Service
  • Diagnosis Status
  • Primary Diagnosis for a Person (by People_ID)
  • Priority Table
  • Staff - All (by Staff ID)
  • Type of Diagnosis
  • Type Of Discharge
Scenario 1: LA IBHIS - Allow Outpatient Episodes To Be Opened With Multiple Legal Entities
Specific Setup:
  • A client will exist that has all the needed information filled in to Admit into the LA IBHIS System.
  • At least two outpatient programs assigned to the IBHIS code of "00543" in the myEvolv System. In this example they will be the "Outpatient Program1" and "Outpatient Program2".
  • At least one outpatient program assigned to the IBHIS code of "01946" in the myEvolv System. In this example this will be "Outpatient Program3".
  • At least one inpatient program assigned to the IBHIS code of "00543" in the myEvolv System. In this example it will be "Inpatient Program1".
  • An enrollment record is created for an outpatient program, "Outpatient Program1". This client has not been admitted into the IBHIS System.
Steps
  1. Navigate to the " LA County Client Information" form.
  2. Validate the enrollment record in the precondition displays in the "IBHIS Related Program Enrollments on Record" SubReport. In this example "Outpatient Program1".
  3. Validate there is no episode attached to the record.
  4. Navigate to the IBHIS System.
  5. Admit the client.
  6. Validate an episode number is generated, In this example it will be "1".
  7. Refresh the myEvolv form.
  8. Validate the episode displays on the "IBHIS Related Program Enrollments on Record" SubReport. This will be on the "Outpatient Program1" record.
  9. Enroll the client into the third outpatient program, assigned to "01946". In this example this will be "Outpatient Program3".
  10. Admit the client into the IBHIS system.
  11. Validate this program has the next episode number assigned. In this example it will be "2".
  12. Refresh the myEvolv Form.
  13. Validate the sub report is updated with the correct episode number.
  14. Add a 3rd enrollment record to a third outpatient program, assigned to "00543". In this example it will be "Outpatient Prorgram2".
  15. Admit the client to this program in the "IBHIS" system.
  16. Validate the episode number is the same episode as in the first program. In this example it will be "1". In this example "Outpatient Program2" and "Outpatient Program1" will have the same episode number.
  17. Refresh the myEvolv Form.
  18. Validate the episode number is updated with the correct episode number.
  19. Add an inpatient program enrollment record to IBHIS Code "0543". In this example "Inpatient Program1".
  20. Admit the client to the IBHIS System.
  21. Validate the episode number is the next incremented value. In this example "3".
  22. Refresh the myEvolv Form.
  23. Validate the episode number is updated with the correct episode number.
Scenario 2: LA IBHIS - Validate Diagnosis Functions With Multiple Episodes
Specific Setup:
  • A client will exist that is enrolled in at least three episodes, At least one inpatient episode and 1 outpatient episode will exist.
  • One of the episodes will be for a program code of "00543" in the myEvolv system, the other "01946".
  • The diagnosis will occur after the start dates of the episodes.
Steps
  1. Navigate to the "LA County Information" form.
  2. Validate the Diagnosis in the precondition exists on the form.
  3. Access the link for sending data to LA County.
  4. Select the first episode.
  5. Validate the "Evolv Diagnosis Information" displays the diagnosis from the precondition.
  6. Validate the "LA County Diagnosis Returned By GetClientDiagnosis" displays "No records to display".
  7. Select the "Create Client Diagnosis".
  8. Wait for the process to complete.
  9. Validate the "LA County Diagnosis Returned By GetClientDiagnosis" contains the same information as the "Evolv Diagnosis Information".
  10. Redo the above steps with each episode.
  11. Validate the information is updated in the "LA County Diagnosis Returned By GetClientDiagnosis" section.
Scenario 3: LA IBHIS - Validate Discharging and Enrolling Creates A New Episode
Specific Setup:
  • A client exists that has multiple programs in the same episode.
  • The same client has other episodes that exist for other programs.
Steps
  1. Navigate to the "Enrollment" form.
  2. Discharge the client from the 2 programs that share the same episode.
  3. Set the discharge date to an earlier date and time then the current date.
  4. Fill in the required fields for the IBHIS system, in myEvolv, that need to be filled in.
  5. Navigate to the IBHIS system.
  6. Select the episode and discharge the client.
  7. Validate the myEvolv system shows the two programs that shared the episode as discharged.
  8. Create a new enrollment record for a program that the client was discharged from.
  9. Set the enrollment date after the discharge date above.
  10. Validate the myEvolv SubForm shows no episode on that program.
  11. Enter the IBHIS system and admit the client.
  12. Validate the episode is the next incremental value on the list.
  13. Validate the episode number is not duplicated for this enrollment.
Topics
• LA IBHIS
ECS-57880 Summary | Details
Billing Processing Performance Improvement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
Scenario 1: 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.
Topics
• Finance
ECS-57884 Summary | Details
Prevent Duplicate Policy Numbers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payers Setup Table
  • Payers/Contracts Setup 2.0 Form Set
  • Payor Information [EDIT]
  • Benefit Assignment [ADD]
  • Benefit Assignments [ADD]
  • Benefit Assignments [DELETE]
  • Client > Client Information > Personal Information > Benefit Assignments
  • Client Search
  • Payer of Agency
  • Plans/Contracts by Staff
  • Benefit Assignment [DELETE]
  • Payers of Agency
  • Benefit Assignment [EDIT]
  • Client > Client Information > Personal Information > Benefit Assignments - Completed Events
Scenario 1: Validate "Prevent Duplicate Policy Numbers" Field availability and Tool Tip
Specific Setup:
  • User has access to Finance Setup module.
Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Payer".
  2. Click on "Select Payer" and select any payer except for "Self Pay".
  3. Validate the "Prevent Duplicate Policy Numbers" field is present.
  4. Hover over the "Prevent Duplicate Policy Numbers" field and validate the tool tip: "When selecting this option, upon saving benefit assignments on the client record, the system will stop the user from saving if the policy number entered matches another client’s benefit for any Plan configured under this Payer.”
  5. Check off the "Prevent Duplicate Policy Numbers" field, and click the "Save" button.
  6. Click on "Select Payer" and select "Self Pay".
  7. Validate the "Prevent Duplicate Policy Numbers" field is disabled.
Scenario 2: Multiple Clients With Same Payor/Plan – “Prevent Duplicate Policy Numbers” Field Is Enabled
Specific Setup:
  • The "Prevent Duplicate Policy Numbers" field is enabled for desired payer within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Payer".
  • Multiple clients on record with the same Payer/Plan where the "Prevent Duplicate Policy Numbers" is set.
  • User has access to Finance Setup module.
  • User has access to Client(s) record.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  2. Select desired client that contains a "Payer" where the "Prevent Duplicate Policy Numbers" is checked off on the setup.
  3. Take note of the "Policy Number" that is set for the desired payer.
  4. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  5. Select a different client that contains the same "Payer".
  6. Click the "Add New" button, select "Add Event" and select "Benefit Assignment".
  7. Set the "Payer" input box to the same payer where the "Prevent Duplicate Policy Numbers" is checked off on the setup.
  8. Set the "Policy Number" input box to the same "Policy Number" where it was noted.
  9. Set the remainder of the desired fields, and click the "Save" button.
  10. Validate a message displays:
  11. "Duplicate Policy number entered for ABC Payer*. Client ID: 000000000X** already has this policy number. Enter a different policy to save or cancel the entry to update the other client's benefit first."
  12. Note: * This will be the "Payer" name.
  13. Note: **This will be the "Client ID" that already has this policy number set on their record.
  14. Click the "OK" button.
  15. Make the appropriate modifications, and click the "Save" button.


Scenario 3: Different Clients With the Same Payer and Different Plan
Specific Setup:
  • User has access to client.
  • Existing benefit assignment on record for desired Payer.
  • The "Prevent Duplicate Policy Numbers" is checked off within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Payer" for the desired payer.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  2. Click "Select Client" button and select a client that has the "Prevent Duplicate Policy Numbers" set on their payer.
  3. Take note of the "Payer", "Plan/Contract", and "Policy Number" on the record.
  4. Click "Select Client" and select a different client record.
  5. Click on the "Add New" button, and select "Add Event".
  6. Select "Benefit Assignment" from the event listing.
  7. Set the "Payer" field to the same as the first client selected.
  8. Set the "Plan/Contract" field to a different "Plan/Contract" as the first client selected.
  9. Set the "Policy Number" field to the same as the first client selected.
  10. Set the remainder of the desired fields, and click the "Save" button.
  11. Validate a message displays:
  12. "Duplicate Policy number entered for ABC Payer*. Client ID: 000000000X** already has this policy number. Enter a different policy to save or cancel the entry to update the other client's benefit first."
  13. Note: * This will be the "Payer" name.
  14. Note: **This will be the "Client ID" that already has this policy number set on their record.
  15. Click the "OK" button.
  16. Make the appropriate modifications, and click the "Save" button.
Scenario 4: Medicaid Payer has "Medicaid Additional" Field set and "Prevent Duplicate Payor Numbers" field set
Specific Setup:
  • User has access to client.
  • Existing benefit assignment on record for Medicaid Payer.
  • The "Prevent Duplicate Policy Numbers" is checked off within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Payer" for the Medicaid payer.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  2. Select desired client that has an existing "Medicaid Payer" set.
  3. Click on the "Add New" button, and select "Add Event".
  4. Select "Benefit Assignment" from the event listing.
  5. Set the "Payer" field to "Medicaid".
  6. Set the "Plan/Contract" field to a different plan than the other plan that is currently on the record.
  7. Set the "Policy Number" field to the same "Policy Number" that is set on the current record.
  8. Check of the "Medicaid Additional" field.
  9. Set the remainder of the desired fields.
  10. Click the "Save" button.
  11. Validate the alert message "Duplicate Policy number entered for Medicaid Payer.", does not display.
Scenario 5: Duplicate policy numbers entered on Benefit Assignment where the "Prevent Duplicate Policy Numbers" is not set
Specific Setup:
  • The "Prevent Duplicate Policy Numbers" is not checked off within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Payer" for the desired payer.
  • Client benefit assignment has "Policy Number" set.
  • User has access to Finance module.
  • User has access to client record.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  2. Select desired client that contains a "Payer" where the "Prevent Duplicate Policy Numbers" is checked off on the setup.
  3. Take note of the " Payer" and "Policy Number" that is set.
  4. Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
  5. Click "Select Client", and select a different client.
  6. Click the "Add New" button, select "Add Event" and select "Benefit Assignment".
  7. Set the "Payer" input box to any payer where the "Prevent Duplicate Policy Numbers" is not set.
  8. Set the "Policy Number" as the same as the one noted.
  9. Set the remainder of the fields as necessary, and click the "Save" button.
  10. Validate the "Duplicate Policy number entered" message does not display.
Topics
• Finance Setup
ECS-57908 Summary | Details
Deleting Group Profiles
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Case Information [ADD]
  • Case Intake [ADD]
  • Case Status History Subform
  • Family Case - Intake [EDIT]
  • Family Case Information [EDIT]
  • Family Cases > Case > Critical Information > Critical Information
  • New Family Case Wizard
  • Open/Closed Status - Case
  • Outside Organizations - distinct
  • Placement Events By Agency/Program - Case
  • Program Enrollments (Family Case) [DELETE]
  • Program Listing By Agency and Worker
  • Provider Sites by Program
  • Referral Reason Table
  • Select Family Case
  • Staff - Service Providers (Caseloads)
  • Staff - Service Providers by Agency (2)
  • Unit Table
  • Wizard
  • Worker Role (to a client or in a workgroup) Table
  • Activities - Group Activities
  • Activities Short Form wo Acts(Read Only)
  • Get Date Time
  • Group Header
  • Groups > Group > Information > Enrollments
  • Groups > Group > Information > General Information
  • Groups > Group > Information > Work Group Assignments
  • Groups > Group > Information > Worker Assignments
  • Groups > Service Management > Service Management > Activities
  • Materials Provided
  • New Group
  • Schedules - Group
  • Select Group
  • Support Group Classes
  • Wizard Process - Support Group Enrollment
  • Worker Assignment Groups
  • Worker Assignment Groups (New Group)
  • Workgroup Assignments Groups B2
  • Agency/Programs Table
  • Group Management [EDIT]
  • New Group [ADD]
  • Provider Sites by Agency/Program
  • Schedules - Group Subform
  • Support Group Classes Subform
  • All People Agency
  • Applicant Management [EDIT]
  • Applicant Status History Subform
  • Applicants Information Form Set
  • Family Management [ADD]
  • Family Members Sub Form Subform
  • Group Info [DELETE]
  • Relationship - Family Table
  • Resource Family Search
  • Worker Assignments Resource Families (Sub Form) Subform
  • Case Agency Placement [DELETE]
  • Case Intake Members Subform
  • Critical Information
  • Family Case Information [VIEW]
  • Person Information [ADD]
Scenario 1: Family Case Enrollment
Steps
  1. Navigate to "Family Cases > Case > Case Information > General Information".
  2. Create a new Family Case.
  3. Navigate to "Family Cases > Case > Critical Information > Critical Information"
  4. Click "Delete" to delete the enrollment information.
  5. Click "Select Case", search for the family case, confirm no results found.
Scenario 2: Groups - Enter Group Activity via the Activities Listing in Groups Module
Specific Setup:
  • Must have a scheduled group activity for test user.
  • The group activity has "Has Single Note" setting checked under "Agency Setup > Event Setup > Groups & Case > Events Setup."
  • At least three clients must be enrolled in the group for this scheduled date.
Steps
  1. Navigate to "Groups > Service Management > Service Management > Activities."
  2. Select your test group and appropriate Unit/Class.
  3. Click "Add New."
  4. Click "Add Event" and select your test group activity.
  5. Enter "Actual Date/Time."
  6. Click "Update."
  7. The group activities form will now open. Validate that the "Contact Type" is equal to the group activity you selected.
  8. Validate the "Actual Date/Time" matches what was just entered.
  9. Enter the "Duration."
  10. Validate the "Program Providing Service" is equal to the program associated with the group.
  11. Enter the "Facility Providing Service" field.
  12. Enter desired text in the "Progress Note" field.
  13. Validate that all expected clients are listed in the "Group Members" SubForm.
  14. Check the top "Present?" checkbox.
  15. Validate that "Present?" is now checked for all clients
  16. Validate that the "Start Time" matches the "Actual Time" for all clients.
  17. Validate that the "End Time" matches the "Actual Time" plus the "Duration" for all clients.
  18. Uncheck the "Present?" checkbox for one of the clients; validate that the "Start Time" and "End Time" are no longer populated.
  19. Uncheck the "Present?" checkbox for another client and then check the "No Show" checkbox.
  20. Save your group activity.
  21. Confirm that your newly entered group activity is visible in the Activities listing.
  22. Click on this group activity to open it.
  23. Validate that fields on the group activities form are populated as expected.
  24. Click "View Service" button for one of the clients marked present; validate information is present on the client form as expected.
  25. Click "View Service" button for the client marked as no-show; validate that the "No Show" checkbox is checked on the client form.
  26. Close client form and group activity form.
  27. If desired, delete test group activity created during this scenario.
Scenario 3: Validate Group Can Be Created/Deleted
Steps
  1. Navigate to "Groups > Group > Information > General Information".
  2. Click Select Group.
  3. Click New button.
  4. Populate any required fields and save your new Group.
  5. Click Delete.
  6. Click OK when prompted if you really want to delete.
  7. Validate Group deletes.
  8. Attempt to search for deleted Group.
  9. Validate "No Information Found.".
Scenario 4: Validate Applicant Can Be Created/Deleted
Steps
  1. Navigate to "Resource Families > Applicants > Information > General Information".
  2. Click Select Family.
  3. Click New button.
  4. Populate any required fields and save your new family.
  5. Validate the new Family is created.
  6. Click Actions > Delete.
  7. Click OK when prompted if you really want to delete.
  8. Validate Family deletes.
  9. Attempt to search for deleted family.
  10. Validate "No Information Found.".
Scenario 5: Validate Family Case Can Be Created/Deleted
Steps
  1. Navigate to "Family Cases > Case > Case Information > General Information".
  2. Click Select Family Case.
  3. Click New button.
  4. Populate any required fields, create a new member then save your new Family Case.
  5. Click Delete.
  6. Validate cannot delete message "Cannot delete Group Profile [Family Case]: there are services on file!".
  7. Navigate to "Family Cases > Case > Critical Information > Critical Information".
  8. Delete the Agency placement.
  9. Navigate to "Family Cases > Case > Case Information > General Information".
  10. Validate Family Case deleted.
  11. Attempt to search for deleted Family Case.
  12. Validate Family Case does not exist.
Topics
• Family Cases • Groups
ECS-57944 Summary | Details
Tests/Assessments Completion in Bells.ai
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Bells Summary
  • Chart
  • Client Search
  • Client Service Entry
  • Note
  • Patients
  • Session Information
  • sign note
Scenario 1: Bells.ai - Test Assessment - Questions That Have Multiple Choice - Single Select
Specific Setup:
  • A client that exists in both the Bells.ai and myEvolv systems.
  • The event is set up in the myEvolv for the client and program.
  • In Bells.ai, the note has been configured.
Steps
  1. In the Bells.ai system select the client.
  2. Create a note for the client.
  3. Use the Event with the question.
  4. Validate the responses are the same for the event in myEvolv and Bells.
  5. Fill in the form and send the note.
  6. In myEvolv, navigate to "Client > Case Management > Service Management > Service Entry".
  7. Select the client.
  8. Edit the event created from Bells.ai.
  9. Validate the responses entered in Bells.ai are the same ones saved in the myEvolv event.
Scenario 2: Bells.ai - Test Assessment - Numeric Questions
Specific Setup:
  • A client that exists in both the Bells.ai and myEvolv systems.
  • The event is set up in the myEvolv for the client and program.
  • In Bells.ai, the note has been configured.
Steps
  1. In the Bells.ai system select the client.
  2. Create a note for the client.
  3. Use the Event with the question.
  4. Validate the responses are the same for the event in myEvolv and Bells.
  5. Fill in the form and send the note.
  6. In myEvolv, navigate to "Client > Case Management > Service Management > Service Entry".
  7. Select the client.
  8. Open the event created from Bells.ai.
  9. Validate the responses entered in Bells.ai are the same ones saved in the myEvolv event.
Scenario 3: Bells.ai - Test Assessment - Narrative Questions
Specific Setup:
  • A client that exists in both the Bells.ai and myEvolv systems.
  • The event is set up in the myEvolv for the client and program.
  • In Bells.ai, the note has been configured.
Steps
  1. In the Bells.ai system select the client.
  2. Create a note for the client.
  3. Use the Event with the question.
  4. Validate the responses are the same for the event in myEvolv and Bells.
  5. Fill in the form and send the note.
  6. In myEvolv, navigate to "Client > Case Management > Service Management > Service Entry".
  7. Select the client.
  8. Open the event created from Bells.ai.
  9. Validate the responses entered in Bells.ai are the same ones saved in the myEvolv event.
Scenario 4: Bells.ai - Test Assessment - Date Entry
Specific Setup:
  • A client that exists in both the Bells.ai and myEvolv systems.
  • The event is set up in the myEvolv for the client and program.
  • In Bells.ai, the note has been configured.
Steps
  1. In the Bells.ai system select the client.
  2. Create a note for the client.
  3. Use the Event with the question.
  4. Validate the responses are the same for the event in myEvolv and Bells.
  5. Fill in the form and send the note.
  6. In myEvolv, navigate to "Client > Case Management > Service Management > Service Entry".
  7. Select the client.
  8. Open the event created from Bells.ai.
  9. Validate the responses entered in Bells.ai are the same ones saved in the myEvolv event.
Scenario 5: Bells.ai - PIckList Questions
Specific Setup:
  • A client that exists in both the Bells.ai and myEvolv systems.
  • The event is set up in the myEvolv for the client and program.
  • In Bells.ai, the note has been configured.
Steps
  1. In the Bells.ai system select the client.
  2. Create a note for the client.
  3. Use the Event with the question.
  4. Validate the responses are the same for the event in myEvolv and Bells.
  5. Fill in the form and send the note.
  6. In myEvolv, navigate to "Client > Case Management > Service Management > Service Entry".
  7. Select the client.
  8. Open the event created from Bells.ai.
  9. Validate the responses entered in Bells.ai are the same ones saved in the myEvolv event.
Scenario 6: Bells.ai - Multiple Choice That Have Multiple Selections
Specific Setup:
  • A client that exists in both the Bells.ai and myEvolv systems.
  • The event is set up in the myEvolv for the client and program.
  • In Bells.ai, the note has been configured.
Steps
  1. In the Bells.ai system select the client.
  2. Create a note for the client.
  3. Use the Event with the question.
  4. Validate the responses are the same for the event in myEvolv and Bells.
  5. Fill in the form and send the note.
  6. In myEvolv, navigate to "Client > Case Management > Service Management > Service Entry".
  7. Select the client.
  8. Open the event created from Bells.ai.
  9. Validate the responses entered in Bells.ai are the same ones saved in the myEvolv event.
Topics
• CareConnect
ECS-57948 Summary | Details
CareFabric NIAM Account ID
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: Send NIAM ID Through CareFabric
Steps

Internal testing only.
Topics
• NIAM • Third Party Solution
ECS-57963 Summary | Details
Release and Delete of Held Adjustment Action Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Action Based Run - Claim Action Types
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Request Action Based Run [ADD]
  • BillingProcessHistory
  • Cash Receipts for Remittance
  • FinanceClaims
Scenario 1: Validate Release And Delete Of Held Adjustment Action Claims
Specific Setup:

Requires a "Held Claim" that was generated by "Bulk Adjustment" action with "Calculate - Billing".

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Open desired "Action Based Billing" run.
  3. On the "Held Claim" click "Actions" button and select "Release and Delete".
  4. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  5. Select desired remittance.
  6. Set parameters to search for desired claim.
  7. Click "View More".
  8. Validate the "Bulk Action" says (not performed).
Topics
• Finance
ECS-58003 Summary | Details
Delete Billing Batch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Claim Output Ready
  • Claim/Invoice Batch [VIEW]
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
  • Alerts - View [VIEW]
  • Billing Run NX [DELETE]
  • Immediate Billing Run Request [EDIT]
Scenario 1: Delete Billing Run And Delete Billing Request Validation When Output Has Been Generated
Specific Setup:
  • Requires services that can be billed.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and select "Start New Billing Run".
  3. Fill in required fields to generate desired claims.
  4. Wait for billing to run.
  5. Open the resulting "Billing Batch"
  6. Create "Billing Output".
  7. Close the "Output".
  8. Click "Actions" and select "Delete Billing Run".
  9. Validate an alert appears stating "One or more of the batches you are about to delete has had output created. Deleted batches if already submitted to the receiver will not be restored. Are you sure you want to delete?".
  10. Click "Cancel".
  11. Validate the "Billing Run" has not been deleted.
  12. Click "Actions" and select "Delete Request".
  13. Validate an alert appears stating "One or more of the batches you are about to delete has had output created. Deleted batches if already submitted to the receiver will not be restored. Are you sure you want to delete?".
  14. Click "Cancel".
  15. Validate the "Billing Request" has not been deleted.
Scenario 2: Delete Batch Validation When Output Has Been Generated
Specific Setup:
  • Required a service that can be billed.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click on the "New Run" button.
  3. Set the required fields and any other desired items.
  4. Click the "Save" button.
  5. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
  6. Click the "Start Billing Now" button, and click the "OK" dialog button.
  7. Select "Billing Batches Management" from the formset, and click the "Refresh" button.
  8. Once your desired billing run is complete, and has generated claims, click the "Claims" cell.
  9. Click "Open Batch" and click on the "Create Output" button.
  10. Click the "X" to close the window.
  11. Validate the "Status" contains "Created".
  12. Click the "Actions" button, and select "Delete Batch".
  13. Validate the alert text containing "ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED. ARE YOU SURE YOU WANT TO DELETE?" displays.
  14. Click the "Cancel" button.
  15. Validate your desired batch is still present.
  16. On the batch, click "Actions" and select "Delete Batch".
  17. Validate the alert text "ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED. ARE YOU SURE YOU WANT TO DELETE?" displays.
  18. Click the "OK" button
  19. Click the "Refresh" button and validate that your recently deleted batch is not present.
  20. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  21. Click on the "New Run" button.
  22. Set the required fields and any other desired items.
  23. Click the "Save" button.
  24. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
  25. Click the "Start Billing Now" button, and click the "OK" dialog button.
  26. Select "Billing Batches Management" from the form set, and click the "Refresh" button.
  27. Once your desired billing run is complete, and has generated claims, click the "Claims" cell.
  28. Click "Open Batch" and click on the "Create Output" button.
  29. Click the "X" to close the window.
  30. Click the "Actions" button and select "Delete Request".
  31. Validate the alert text containing "ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED.ARE YOU SURE YOU WANT TO DELETE?"
  32. Click the "Cancel" button
  33. Validate the billing run is still present and that the "Status" is "Pending Review".
  34. Click the "Actions" button and select "Delete Request".
  35. Validate the alert text containing "Are you sure you want to delete this record?" displays, and click the "Ok" button.
  36. Validate the alert text containing "A job has been scheduled to delete this request" displays, and click the "Ok" button.
  37. Validate the "Status" will display as "deleting".
  38. Click the "Refresh" button and validate the billing run is no longer present.
Scenario 3: Delete Billing Run And Delete Billing Request From Claim Link Validation When Output Has Been Generated
Specific Setup:
  • Requires a service that can be billed.
  • User access to the Finance module.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click on the "New Run" button.
  3. Set the required fields and any other desired items.
  4. Click the "Save" button.
  5. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
  6. Click the "Start Billing Now" button, and click the "OK" dialog button.
  7. Select "Billing Batches Management" from the formset, and click the "Refresh" button.
  8. Once your desired billing run is complete, and has generated claims, click the "Claims" cell.
  9. Click "Open Batch" and click on the "Create Output" button.
  10. Click the "X" to close button.
  11. Click "Delete Batch" link.
  12. Validate alert text "ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED. ARE YOU SURE YOU WANT TO DELETE?".
  13. Click the "Cancel" button
  14. Validate the claim number exists.
  15. Click the "Delete Batch" link.
  16. Validate the alert text "ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED. ARE YOU SURE YOU WANT TO DELETE?" displays.
  17. Click the "Ok" button.
  18. Validate the "Run Description" does not contain the billing batch that was just deleted.
  19. Click the "Start Billing Now" button, and click the "OK" dialog button.
  20. Select "Billing Batches Management" from the form set, and click the "Refresh" button.
  21. Click the "Refresh" button.
  22. Once your desired billing run is complete, and has generated claims, click the "Claims" cell.
  23. Click on the "Open Batch" link and click on the "Create Output" button.
  24. Click the "X" to close.
  25. Click the "Delete Request" button.
  26. Click the "Cancel" button on the alert text of "ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED. ARE YOU SURE YOU WANT TO DELETE?".
  27. Click the "Cancel button.
  28. Click the "Delete Request" link.
  29. Click the "OK" button on the alert text of ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED. ARE YOU SURE YOU WANT TO DELETE?".
  30. Validate the "Status" field displays as "Deleting".
  31. Click the "Refresh" button and validate the billing run is no longer present.
Scenario 4: Delete Billing Batch Request From Claim Link Validation When Output Has Been Generated
Specific Setup:
  • Requires a service that can be billed.
  • User access to the Finance module.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click on the "New Run" button.
  3. Set the required fields and any other desired items.
  4. Click the "Save" button.
  5. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
  6. Click the "Start Billing Now" button, and click the "OK" dialog button.
  7. Select "Billing Batches Management" from the formset, and click the "Refresh" button.
  8. Once your desired billing run is complete, and has generated claims, click the "Claims" cell.
  9. Click "Open Batch" and click on the "Create Output" button.
  10. Click the "X" to close button.
  11. Click the "Delete Billing Run" link, and click the "Delete" button.
  12. Validate the alert message "Do you really want to delete?" displays, and click the "OK" button.
  13. Validate the alert message "ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED. ARE YOU SURE YOU WANT TO DELETE?" displays and click the "Cancel" button.
  14. Click the "Delete" button.
  15. Click the "OK" button on the "Do you really want to delete?" message.
  16. Click the "OK" button on the "One or more of the batches you are about to delete has had output created." message.
  17. Wait until the "Deleting, please wait..." message is no longer displayed.
  18. Validate the "Run Description" does not contain the deleted billing run.
  19. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
  20. Click the "Start Billing Now" button, and click the "OK" dialog button.
  21. Select "Billing Batches Management" from the form set, and click the "Refresh" button.
  22. Click the "Refresh" button.
  23. Once your desired billing run is complete, and has generated claims, click the "Claims" cell.
  24. Click the "Open Batch" link and click on the "Create Output" button.
  25. Click the "X" to close, and click the "Delete Request" link
  26. Validate the alert text "ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED. ARE YOU SURE YOU WANT TO DELETE?" displays.
  27. Click the "Cancel" button.
  28. Click the "Delete Request" link
  29. Click "OK" on the alert text "ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED. ARE YOU SURE YOU WANT TO DELETE?"
  30. Validate the "Status" field displays as "Deleting".
  31. Click the "Refresh" button and validate the billing run is no longer present.
Scenario 5: Delete Batch within the "Edit Billing Request"
Specific Setup:
  • User has access to Finance module.
  • An existing unsent billing batch on record.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Locate desired unsent batch.
  3. Click on the "Actions" button, and select "Open Batch".
  4. Click on the "Create Output" button, and click the "X" to close.
  5. On the same batch, click on the "Actions" button and select "Edit Billing Request".
  6. Click the "Delete" button.
  7. Validate the alert text is received "Do you really want to delete?", and click the "OK" button.
  8. Validate the alert text is received "ONE OR MORE OF THE BATCHES YOU ARE ABOUT TO DELETE HAS HAD OUTPUT CREATED. DELETED BATCHES IF ALREADY SUBMITTED TO THE RECEIVER WILL NOT BE RESTORED. ARE YOU SURE YOU WANT TO DELETE?"
  9. Click the OK button.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Set the "Control Number" to the batch that was just deleted.
  12. Validate the "Control Number" does not exist.
Topics
• Finance
ECS-58031 Summary | Details
AR Management
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Claim/Invoice Batches
Scenario 1: Validate AR Management Action Text Description
Specific Setup:

System has action based runs where claims have been held and the batches have been submitted.

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Check "Only Show Held Claims".
  3. Locate held claim.
  4. Expand timeline.
  5. Validate the claim resubmission displays as "Held for Payer".
Topics
• Finance
ECS-58056 Summary | Details
Improved Performance On "Agency Program Services" Setup Save
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Program Services [EDIT]
  • Agency Program System Services by Program [ADD]
  • Agency Program System Services by Program Subform
  • Event Definitions - System - Services
  • Group Profile Type - By System Event
  • Location Table (Service)
Scenario 1: Validate Linking An Event to Program
Specific Setup:

An event exists that is not added to a program.

Steps
  1. Navigate to "Agency Setup > Services Setup > By Program > Individual Services".
  2. Open the desired test program.
  3. Click "Actions" drop-down under System Defined Services and select "Expand Form".
  4. Populate "Service Event".
  5. Populate "Service Facility Type".
  6. Populate "Default Location"
  7. Check "Is Active".
  8. Click "Save".
  9. Edit the program.
  10. Validate the event displays.
  11. Add the same event a second time and try to save the work.
  12. Validate a duplicate warning displays.
  13. Cancel the process and exit the form.
  14. Edit the program.
  15. Delete the service event just added.
  16. Save the form.
  17. Validate the service event is no longer displaying.
Topics
• Agency Setup
ECS-58066 Summary | Details
Address Overwrite on Claim Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim 2.0 [EDIT]
  • Claim Output Ready
  • Claim Receivers Setup Form Set
  • Claim/Invoice Batch [VIEW]
  • FinanceClaims
  • Notepad
  • Payor-Facility License Link [EDIT]
  • Payor-Facility License Link Subform
  • Receiver Information - All
  • Receiver Information X12 Submissions [EDIT]
  • Service Facilities Listing
  • Service Facility [EDIT]
Scenario 1: Validate Payer License Address Overwrite On Service Facility Outputs On 837 Claim Output
Specific Setup:

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

Steps
  1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
  2. Select desired "Receiver".
  3. Check the flag "Output Service Facility in 837 as Service Facility".
  4. Save.
  5. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  6. Select desired "Facility".
  7. Navigate to "Licensing Info".
  8. Add desired "Payer Specific Information" in the SubForm.
  9. Expand the SubForm for to add an "Overwrite Address".
  10. Validate "Do not Output as Rendering Provider" is not checked.
  11. Save.
  12. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  13. Select desired "Billing Run".
  14. Open the billing run to generate the output.
  15. Validate NM1*77 row contains desired "Facility".
  16. Validate N3 and N4 row contain the overwrite address.
  17. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  18. Select desired "Facility".
  19. Navigate to "Licensing Info".
  20. Check the flag "Do not Output as Rendering Provider".
  21. Save.
  22. Repeat steps 12-14.
  23. Validate NM1*77 row contains desired "Facility".
  24. Validate N3 and N4 row contain the overwrite address.
Topics
• Agency • Finance
ECS-58068 Summary | Details
Collection Type
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Claims Maintenance NX Form Set
Scenario 1: Submission Balance and Expected Amount - Collection
Specific Setup:
  • Collection Submitter and Receiver are configured.
  • Collections Processing is configured within the Self Pay Plan.
  • Collection billing batch must be marked as sent.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Click on the "View Filters" button.
  3. Within the Search Parameters, check off the "Show Claims Flagged for Collections" and "Include No Remit Claims" fields.
  4. Click on the "Search" button.
  5. On desired claim, click on the "Add Action" link.
  6. Within the "Action" field, select "Resubmit to CCU".
  7. Set the "Amount Type" to "Remaining Balance".
  8. Set the desired "Transaction Month", and click "Save".
  9. Navigate to "Finance > Claim Maintenance > Automatic > Submissions".
  10. Enter the claim for the resubmit that was just performed.
  11. For the collection submission, validate the "Claim Submission Balance" matches the same amount displayed within the "Amount Expected" field.
Topics
• Finance
ECS-58076 Summary | Details
Telehealth Group Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency/Programs Table
  • Class Scheduled Tasks [ADD]
  • Class Scheduled Tasks [EDIT]
  • Gender Table
  • New Group [ADD]
  • New Group Enrollment Wizard [ADD]
  • Person Information [ADD]
  • Provider Sites by Agency/Program
  • Schedules
  • Schedules - Group Subform
  • Select Group
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Support Group Classes Subform
  • Wizard
  • FrontDeskCheckIn
  • Group Events/Tasks Listing
  • Group Management [EDIT]
  • Groups Form Set
  • Immunizations - Standard Codes [ADD]
  • Schedules - Group [ADD]
  • Staff - Service Providers (by Staff_id)
  • Standard Codes - All codes by Event
  • Standard Codes - Immunization Form Entry
  • Support Group Members [DELETE]
Scenario 1: Validate Telehealth in Group Appointments
Steps
  1. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Search and select desired Staff.
  3. Validate the "Is Telehealth Enabled? checkbox is checked.
  4. Click Close.
  5. Navigate to "Groups > Group > Information > General Information".
  6. Click the "Select Group" button.
  7. Click the "New" button.
  8. Fill out required fields.
  9. Click Save.
  10. Navigate to "Groups > Group > Information > Enrollments".
  11. Click the "Add New" button.
  12. Select "Add Event" from the drop down list.
  13. Select "Group Enrollment" from the drop down list.
  14. Fill out required fields.
  15. Click the "Finish" button.
  16. Enroll another Client.
  17. Validate two Clients have been enrolled into the recently created Group.
  18. Navigate to "Groups > Service Management > Service Management > Activities".
  19. Click "Add New".
  20. Select "Add Task" from the drop down list.
  21. Select desired Event from the drop down list.
  22. Fill out required fields.
  23. Click Save.
  24. Validate the Group Service Event has been created.
Scenario 2: Validate Telehealth Group Schedules
Specific Setup:
  • System has been configured for Telehealth by Netsmart.
  • "Is Telehealth Enabled?" checkbox also needs to be checked through "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Steps
  1. Navigate to "Groups > Group > Information > General Information".
  2. Click the "Select Group" button.
  3. Click 'New".
  4. Fill out required fields.
  5. Click Save.
  6. Click the "Enrollments" tab.
  7. Click "Add New".
  8. Select "Group Enrollment" from the drop down list.
  9. Fill out required fields.
  10. Click "Finish".
  11. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  12. Check the "Include Group Appointments?" checkbox.
  13. Check the "Include Telehealth Appointments?" checkbox.
  14. Set the "Date" input box to a future date.
  15. Click the "Apply Filters" button.
  16. Validate the recently created Group Enrollment is listed in the "Scheduled" column.
Topics
• Telehealth
ECS-58127 Summary | Details
Bells.ai Canceling Scheduled Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • bells sum
  • Bells Summary
  • Cancel Appointment
  • Client Related Task - New [ADD]
  • Client Related Task - New [DELETE]
  • Client Related Task - New [EDIT]
  • Client Search
  • Client Service Entry
  • Patients
  • Write-off reasons for Scheduled Events
Scenario 1: Bells.ai - Validate "Scheduled" Events In myEvolv Are "Cancelled" When The "Upcoming" Event Is "Cancelled" in Bells.ai
Specific Setup:
  • An event scheduled in the myEvolv system.
  • The event displays in the Bells.ai system.
Steps
  1. In the Bells.ai system:
  2. Select the client with schedule event.
  3. Validate the event shows as an "Upcoming Appointment".
  4. Validate the status indicates not started.
  5. Click the status and cancel the appointment.
  6. Fill in the form.
  7. Cancel the appointment.
  8. In myEvolv:
  9. Navigate to "Client > Case Management > Service Management > Service Entry".
  10. Select the client.
  11. Validate the status indicates "Cancelled".
  12. Select the service and edit it.
  13. Validate the "Reason for Write Off/Cancel" displays "Other".
Topics
• Service Entry
ECS-58141 Summary | Details
UB-04 Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claim Output
  • Claim Output Ready
  • Claim/Invoice Batch [VIEW]
  • Claims Submission For Remittance NX [EDIT]
  • FinanceClaims
Scenario 1: Validate Primary Payor Information Displays On UB-04 After Waterfall
Specific Setup:
  • Requires a claim that can be waterfalled to "Secondary Payer".
  • Receiver on "Secondary Payer" should be set up to output "UB-04".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Add desired "Payment".
  5. Click "Add Action".
  6. Select "Resubmit To Other/Waterfall".
  7. Save.
  8. Wait for billing to run.
  9. Open the batch to the new submission.
  10. Click on "Create Output".
  11. Open the "UB-04" output.
  12. Validate it contains desired payment and "Primary Payer" information.
Topics
• Finance
ECS-58143 Summary | Details
Clinic Scheduled Events and On Demand Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FinanceClaims
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCalendar
  • FrontDeskCheckIn
Scenario 1: Validate On Demand Billing With Clinic Appointments
Specific Setup:
  • Requires a client with a "Self Pay Benefit Assignment".
  • Requires a service that set up in "Self Pay" and flagged for "On Demand Billing".
  • Requires a "Facility" to be set up with a "Clinic Schedule".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click on "View Calendar".
  3. Click "Clinic" tab.
  4. Check off desired "Clinic".
  5. Right click on desired "Appointment Slot" row to schedule an appointment.
  6. Fill in required fields for the scheduled event.
  7. Save.
  8. Close the calendar.
  9. Click "Refresh".
  10. Validate the event is listed.
  11. Click "Check In".
  12. Click "Complete Task".
  13. Fill in required fields to complete the event.
  14. Save.
  15. Validate the event moves to the "In Progress" column.
  16. Validate "Run On Demand Billing" button is visible.
  17. Click the "Run On Demand Billing" button.
  18. Wait for billing to run.
  19. Click on "Review Claims".
  20. Validate the desired claim was generated.
Topics
• Finance • Front Desk
ECS-58146 Summary | Details
Outbound DFT^P03: Honor Placement Claim Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Plan Output [EDIT]
  • Billing Rate - Service Based NX [EDIT]
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Client Search
  • Client Service Entry
  • Finance Setup Manual Services NX Form Set
  • FinanceClaims
  • HL7 Document Types Setup Link
  • HL7 Outbound [ADD]
  • HL7 Outbound [EDIT]
  • HL7 Outbound v2.0 Form Set
  • Immediate Billing Run Request [ADD]
  • Immediate Billing Run Request [EDIT]
  • Time Charts
Scenario 1: DFT P03 Outbound FT Segement - Single Claim - No Roll Up Services And Units Test
Steps

Internal Testing Only.

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

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

Internal Testing Only.

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

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

Internal Testing Only.

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

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

Internal Testing Only.

Scenario 2: HL7 Inbound ADT^A08 Updates - Validate Benefit Assignments Are Updated - Segment IN1
Steps

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

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

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

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

Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Filter for desired Receiver.
  3. Take note of "Run Description".
  4. Click Actions > Request Eligibility (270).
  5. Download the file.
  6. Validate the output has single file and has "5010" in the code.
  7. Validate the output does not have "4010" in the code.
  8. Click Send to RevConnect.
  9. Validate "270 submitted to SFTP" message.
  10. Click the Claims link.
  11. Click "Request Eligibility (270)".
  12. Download the file.
  13. Validate the output has single file and has "5010" in the code.
  14. Validate the output does not have "4010" in the code.
  15. Click Send to RevConnect.
  16. Validate "270 submitted to SFTP" message.
  17. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  18. Validate Description cell matches step 3.
  19. Validate Status "File Sent".
Scenario 2: Validate 270 Output File Honors "Output 270 in 5010 format" Option
Specific Setup:

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

Steps
  1. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
  2. Select a receiver and enable:
  3. Break File on Max Clients
  4. Break File on new Provider
  5. Output 270 in 5010 format.
  6. Click Save.
  7. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  8. Find/create request 270 file with receiver from step 2.
  9. Select "Generate Output File".
  10. Validate the output zip has multiple files and they all have "5010" present in output file.
  11. Validate "4010" is not present in output file.
  12. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
  13. Select same receiver and disable:
  14. Break File on Max Clients
  15. Break File on new Provider
  16. Output 270 in 5010 format.
  17. Click Save.
  18. Navigate to Finance > Imports/Exports > Exports > Eligibility Requests (270)
  19. Select "Generate Output File" for the same 270.
  20. Validate the output has single file and has "4010" present in file.
Topics
• Finance • Finance Setup
ECS-58255 Summary | Details
"Activities - Other" Services Events Activation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Program Services [EDIT]
  • Agency Program Services/Program-User [EDIT]
  • Agency Program Services/Program-User Subform
  • Client Search
  • Client Service Entry
Scenario 1: Validate "Activities - Other" Service Event Activation in NX
Steps
  1. Navigate to "Agency Setup > Service Setup > By Program > Individual Services".
  2. Click on the desired Program.
  3. Expand a Service Event that is categorized as "Activities - Other".
  4. Inactivate the Service Event.
  5. Click Save.
  6. Navigate to "Client > Case Management > Service Management > Service Entry".
  7. Search and select desired Client.
  8. Navigate to the Program used in Agency Setup.
  9. Click "Add Event".
  10. Verify the Service Event does not exist in the New Event list box.
  11. Navigate back to "Agency Setup > Service Setup > By Program > Individual Services".
  12. Click on the desired Program.
  13. Expand a Service Event that is categorized as "Activities - Other".
  14. Reactivate the Service Event.
  15. Click Save.
  16. Navigate back to "Client > Case Management > Service Management > Service Entry".
  17. Click "Refresh".
  18. Navigate to the Program used in Agency Setup.
  19. Click "Add Event".
  20. Verify the Service Event does exist in the New Event list box.
Topics
• Agency Setup
ECS-58276 Summary | Details
835 Remittance Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claims Maintenance NX Form Set
  • Finance File Import
  • FinanceImportListing
  • Report: Claim Remittance Report
  • Claim Remittance Transactions Subform
  • Claim Submission 2.0 [EDIT]
  • Report: Claim Details Report
Scenario 1: Validate 835 Payment Withdrawal and Full Payment
Specific Setup:
  • Requires an "835 Remittance" with valid claims.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" button.
  3. Select "Upload 835".
  4. Select desired "835 Remittance" file.
  5. Set "Deposit Date".
  6. Click "Upload" button.
  7. Wait for "835 File" to process.
  8. Click "Actions" button.
  9. Select "Remittance Report".
  10. Click on desired "Claim" link.
  11. Click "Submissions" tab.
  12. Validate the "Claim Remittance Status" contains "Paid".
  13. Validate the "Claim Submission Balance" contains $0.00".
  14. Repeat steps 2-6 for same file.
  15. Validate "This remittance has already been processed." message.
Scenario 2: Validate Remittance With Multiple Payments On Same Service Line
Specific Setup:
  • Requires a "Multi Service Line" claim.
  • Requires a "Remittance" with multiple payments for one of the service lines.
Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Click "Upload File" and select "Upload 835".
  3. Select desired remittance file.
  4. Click "Upload".
  5. Validate file uploaded.
  6. Navigate to "Finance > Claim Maintenance > Automatic > Submissions".
  7. Select desired claim from remittance.
  8. Open the submission.
  9. Validate the "Submission" contains both payment statuses from the remittance.
Scenario 3: Validate Remittance Upload With CAS Info In Service Line
Specific Setup:

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

Steps
  1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
  2. Upload 835 file.
  3. Validate that the CAS information has been applied to the claim.
Topics
• Finance
ECS-58297 Summary | Details
eSignature Request Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Allergies - not drug related
  • Allergy Symptoms Reactions
  • Client Search
  • eSignature Agency Event Link Subform
  • eSignature Events Subform
  • eSignature Request [ADD]
  • eSignature Request Status [DELETE]
  • Events for eSignature
  • myHealthPointe Documents Awaiting Signature
  • myHealthPointe Home
  • myHealthPointe Sign In
  • Non-drug Allergy [ADD]
  • Non-drug Allergy [DELETE]
  • People Allergy Symptoms Reaction Subform
  • People Events
  • Standard Codes - Status
Scenario 1: Validate eSignature Request Form Allows Non-Service Events
Specific Setup:
  • Client that is linked to myEvolv and myHealthPointe.
  • Client login for myHealthPointe.
Steps
  1. Enable a non-service event, such as a Consent event, to be electronically signable in "Events Enabled for eSignature" SubForm in "Agency Setup > Agency > Agency > Agency Information".
  2. Navigate to corresponding area under the Client header.
  3. Add this event for a desired Client.
  4. Navigate to "Client > Client Information > Personal Information > Documents Signed Electronically".
  5. Add New and Confirm you are able to select this event in the Events' SubForm.
  6. Submit the request for a signature.
  7. Log into myHealthPointe for the desired Client.
  8. Navigate to "Documents Awaiting Signature".
  9. Sign the record in myHealthPointe for the Client.
  10. Navigate back to "Client > Client Information > Personal Information > Documents Signed Electronically".
  11. Click "Refresh" and validate eSignature status updates to Signed.
  12. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  13. Remove the service event from the e-sign SubForm used in step 1.
  14. Navigate back to "Client > Client Information > Personal Information > Documents Signed Electronically".
  15. Add another event of this type for a client.
  16. Confirm the event no longer shows in 'Events' SubForm.
Topics
• Agency Setup • Client
ECS-58302 Summary | Details
Creating New Staff Profile
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • New Staff [ADD]
  • Person Information No Anonymous [ADD]
  • Staff - Service Link Subform
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff Programs Subform
  • Staff with Security [EDIT]
  • Staff Workgroups Enrollment Subform
  • Staff-By-Jobtitles
  • Staff-Services Link Subform
  • Staff-Site Link Subform
  • Staff-Worker Role Link Subform
  • Wizard
  • Staff - By Jobtitles
Scenario 1: Staff Profile Copy Wizard
Specific Setup:
  • Staff user must have access to add new users.
  • Existing staff with values user to copy.
Steps
  1. Click "New" in the Staff Search within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Check off the field "Enable Staff Copy". This will enable the "Staff Person Copied" field.
  3. Enter the desired staff person to be copied from.
  4. Validate the Sub-Forms and their values from the staff entered in step 2 is copied.

Staff Information:

a. Job Title

Worker Profile:

a. Supervises Self

b. Supervisor

c. Managing Offices (Sub‐Form)

User Access:

a. Navigation Access

b. Incident Worker Role

c. Can Access All Incidents

d. Can Access Sensitive Incidents

Programs and Worker Roles Worth with:

a. All Programs

b. Programs (Sub‐Form)

c. All Worker Roles

d. Worker Roles (Sub‐Form)

Services:

a. All Services

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

Enrollment into Workgroups:

a. Enrollment/Workgroup (Sub‐Form)

Navigation Preferences:

a. Personalize Navigation Settings

b. Is Navigation Docked

c. Interface Color Scheme

d. Load Last Loaded Form

e. Module

f. Sub‐Module

g. Form Set

h. Form Set Member

i. Display Most visited

j. Most Visited Maximum # of items to display

k. Most visited # of days to be considered

l. Most Recent Maximum # of items to display

m. Display Favorites

n. Display Labels of Navigation Buttons

o. Display Module Icons

p. Prevent Alert Pane from Automatically Opening

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

Custom Report available to modify.

Steps
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. Click Report Designer.
  3. Select Desired Custom Report.
  4. Click the Additional Properties button under the "Report Columns" section.
  5. Click the "X" button.
  6. Validate "Report Columns" section remains expanded.
  7. Click the Additional Properties button under the "Report Columns" section.
  8. Set a "Width" input box to "1".
  9. Click save and validate error message displays.
  10. Change "1" to "1px" and save.
  11. Validate Additional Properties saves.
  12. Confirm that the following columns are visible under the "Group By" section: Is Used?, Column Definition, Caption, Type, Order, Page Break After?, and the Manage Totals buttons.
  13. Click the Additional Properties button under the "Group By" section.
  14. Confirm the following columns are visible in the pop-up: Column Definition, Caption, Form Set to Launch, Parent Value Column, Form to Launch, Key Value Column.
  15. Set a "Caption" input box to desired text.
  16. Click save and verify text in "Caption" width matches one in Additional Properties.
  17. Confirm that closing the Additional Properties window using Cancel, Save, or the X keeps the "Group By" section expanded.
  18. Check any "Is Used" checkbox under groups.
  19. Make some change(s) to report i.e. Set a Description.
  20. Save the report.
  21. Validate Report saved changed made in step 19.
  22. Validate "Is Used" checkbox remained checked.
Topics
• NX Custom Reporting
ECS-58355 Summary | Details
My Pending Referrals widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Event Amend Reason
  • Referral Made Status Subform
  • Referral to Programs - Internally [EDIT]
Scenario 1: Validate Amended Referral Appears In My Pending Referral Widget
Specific Setup:

Requires "Referral to Program - Internal" event to be set up to be locked, i.e "E-Sign" or "Can Submit".

Steps
  1. Navigate to "Client > Referrals > To Your Programs > Internal".
  2. Select desired client.
  3. Click "Add New" and select "Referral to Program - Internal".
  4. Fill in required fields.
  5. Save.
  6. Lock the event, i.e. "E-sign".
  7. Right click on the event to edit.
  8. Click "Amend".
  9. Save.
  10. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  11. Open the "My Pending Referral" widget.
  12. Validate the client is only listed once in the widget.
Topics
• Client • Program Referrals • Widgets
ECS-58393 Summary | Details
Milieu Event Treatment Objectives
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Daily Milieu Goal [VIEW]
  • Daily Milieu Log - Simple Service [ADD]
  • Daily Milieu Log - Simple Service [EDIT]
  • ServicePlanForm
  • ServicePlanList
  • Treatment Plan 2 Event Link Cross Program Milieu Subform
  • ADD Form -- Webpage Dialog
  • Client > Case Management > Plan Development > Planning
  • Client > Case Management > Service Management > Service Entry
  • Clients -- Webpage Dialog
  • DELETE Form -- Webpage Dialog
  • EDIT Form -- Webpage Dialog
  • VIEW Form [Treatment Pan] -- Webpage Dialog
Scenario 1: Validate Custom Milieu Sub-form Linking Treatment Plan Objectives to a Service Is Saving Goal
Specific Setup:

Initial Treatment Plan filled out for Daily Milieu Shared program.

Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select client.
  3. Add "Daily Milieu Log" event.
  4. Check the "Treatment Objective" checkbox and fill requirements for form.
  5. Save.
  6. Re-open "Daily Milieu Log" event.
  7. Validate "Goal" section in "Treatment Objective" auto-populated with goal from Treatment Plan.
Scenario 2: CS - Validate Custom Milieu Sub-form Linking Treatment Plan Objectives to a Service Is Saving Goal
Specific Setup:

Initial Treatment Plan filled out for Daily Milieu Shared program.

Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select client.
  3. Add "Daily Milieu Log" event.
  4. Check the "Treatment Objective" checkbox and fill requirements for form.
  5. Save.
  6. Re-open "Daily Milieu Log" event.
  7. Validate "Goal" section in "Treatment Objective" auto-populated with goal from Treatment Plan.
Topics
• Client • Treatment Plans
ECS-58406 Summary | Details
Mobile CareGiver+ Referring Physician
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Logs [VIEW]
  • Client Critical Information Form Set
  • Client Personal Information [EDIT]
  • Client Personal Information Form Set
  • Client Related Task - New [ADD]
  • Client Search
  • Client Service Entry
  • Critical Information
  • Facility Placement for a Person [EDIT]
  • Managing Organizations
  • Referral Contact Table
  • Referral Search
  • Referral to Agency [EDIT]
Scenario 1: MCG -EvvAppointmentUpdated and EvvClientUpdated - Referral Contact Blank and Populated Values Are Accepted
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-58446 Summary | Details
Ability to Remit Co-Pay Submissions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ActionsView
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • Claim Remittance Transactions Subform
  • Claim Submission 2.0 [EDIT]
  • Claims Maintenance NX Form Set
Scenario 1: Validate Applying Payment To Copay Submission
Specific Setup:
  • Requires a claim with a "Copay Submission" that can be remitted.
  • Requires a "Remittance Check" that can be applied to the "Copay Submission".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance Check".
  3. Set parameters to search for desired "Copay Submission Claim".
  4. Apply "Payment" to desired "Copay Submission".
  5. Save.
  6. Validate the payment has applied to the claim.
  7. Validate the balance of the remittance check contains new balance.
Topics
• Finance
ECS-58495 Summary | Details
New Setting To Use Patient Responsibility Amount When Waterfalling to Self-Pay
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Client > Client Information > Personal Information > Benefit Assignments
  • Client Search
  • Billing Rate Details - Services NX Subform
  • ContractsRatesSetup
  • Finance Setup Manual Services NX Form Set
  • Payers Setup Table
  • Payers/Contracts Setup 2.0 Form Set
  • Self Pay Plan [EDIT]
  • Cash Receipts for Remittance
  • Claim Adjustment Reasons
Scenario 1: Resubmit to Other/Waterfall - "Patient Responsibility" Amount Type
Specific Setup:
  • Client has a self pay plan on their record.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set desired "Search Parameters", check off the "Include No Remit Claims" box, and click the "Search" button.
  3. Once desired claim, click the "Add Action" link and select "Resubmit to Other/Waterfall".
  4. Validate the "Submit To" is the self pay client.
  5. Validate the "Amount Type" contains "Patient Responsibility".
  6. Validate the "Amount" field is the same as what is within the "Balance" field.
  7. Validate the "Amount" input box, is editable.
  8. Set the "Transaction Month", and click the "Save" link.
Scenario 2: Calculate Rate using "Resubmit to Other/Waterfall" Submit to is Self-Pay Payer
Specific Setup:
  • Benefit assignment is set for Self Pay.
  • Self Pay plan has rate setup.
  • The "Use PR Amount on Calculate Rate" is checked off on the Self Pay within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
  • Claim on file.
  • User has access to the Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set desired filters for claim to display.
  3. Set the "Payment" field.
  4. Click the "Add Action" link.
  5. Set the "Action" field to "Resubmit to Other/Waterfall".
  6. Set the "Amount Type" to "Calculate Rate".
  7. Validate the "Agency Amount" is equal to the amount set on the rate setup.
  8. Validate the "Amount" field contains the "Agency Amount" minus the "Payment".
  9. Select desired "Transaction Month" and click the "Save" button.
Scenario 3: Patient Responsibility “Resubmit to Other/Waterfall” Submit to Self-Pay Payer
Specific Setup:
  • Clients next benefit assignment is a regular plan, but the client has self pay.
  • Claim on file.
  • Within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup", the "Use PR Amount on Calculate Rate" is checked off on the Self Pay.
  • Remittance on file.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set desired filters, and click the "Search" button.
  3. On claim, click on "Add Action" and select "Resubmit to Other/Waterfall".
  4. Validate the "Submit To" contains client.
  5. Validate the "Amount Type" contains "Patient Responsibility".
  6. Validate the "Balance" amount and the amount within the "Amount" field equal the same amount.
  7. Select desired "Transaction Month" and click the "Save" button.
  8. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  9. Set desired filters, including "Remittance Check".
  10. Click on the "Search" button.
  11. On desired claim, set the "Payment" field to an amount less than the amount indicated within the "Balance" field.
  12. Click the "Add Action" link.
  13. Validate the "Amount Type" contains "Remaining Balance".
  14. Validate the "Amount" input box contains the desired balance.
  15. Set the "Action" to "Resubmit to Other/Waterfall" link.
  16. Validate the "Submit To" contains client.
  17. Validate the "Amount Type" contains "Patient Responsibility".
  18. Validate the "Amount" input box contains the desired balance.
  19. Select desired "Transaction Month" and click the "Save" button.
Scenario 4: Validate Patient Responsibility when performing "Resubmit to Other/Waterfall"
Specific Setup:
  • The "Use PR Amount on Calculate Rate" is checked off on the Self Pay within "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
  • Claim on file.
  • Client has Self Pay benefit on record.
  • Remittance on record.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Set the desired "Remittance Check".
  3. Set the remainder of the "Search Parameters" as needed, and click the "Search" button.
  4. Enter a partially paid amount into the "Payment" input box.
  5. Click on the "Add Adj." field with an "Adjustment Group" of "PR".
  6. Enter desired "Reason", and set the "Amount" field.
  7. Set the "Action" field to "Resubmit to Other/Waterfall".
  8. Validate the "Submit To" field displays the clients name.
  9. Set the "Transaction Month" and click the "Save" button.
  10. Click on the "Total Paid" cell to view the transactions.
  11. Click the "View More" link.
  12. Validate the "Adjustment" displays the appropriate amount and "PR Patient Responsibility/Reason".
  13. Validate the "Action" displays "Resubmit to Other/Waterfall" with the desired amount.
  14. Click the 'Balance" cell to view the transactions.
  15. Click the "View More" link on the "Submission 1".
  16. Validate the "Adjustment" displays the appropriate amount and the "PR Patient Responsibility/Reason".
  17. Click the "View More" link on the "Submission 2".
  18. Validate the "Manual submission" that is created for the clients self pay displays.
Topics
• Finance • Finance Setup
ECS-58497 Summary | Details
ObservationResource Events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Personal Information Form Set
  • Client Search
  • Physical Characteristics [ADD]
  • Physical Characteristics [EDIT]
  • Physical Characteristics [DELETE]
Scenario 1: ObservationResourceCreated Message
Steps

Internal testing only.

Scenario 2: ObservationResourceUpdated Message
Steps

Internal testing only.

Scenario 3: ObservationResourceDeleted Message
Steps

Internal testing only.
Topics
• Third Party Solution
ECS-58498 Summary | Details
ObservationResource Events With Multi Components
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Physical Characteristics [ADD]
  • Physical Characteristics [EDIT]
Scenario 1: ObservationResource Events - Multi-Component Vitals
Steps

Internal testing only.
Topics
• Third Party Solution
ECS-58541 Summary | Details
270 Eligibility File and TRN03
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 270 Output File
  • 270 Output Ready
  • EligibilityManager
  • Receiver Information - All
Scenario 1: Validate 270 Outputs Tax ID When Client Has Guarantor Name
Specific Setup:

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

Steps
  1. Navigate to "Finance > Imports/Exports > Exports > Eligibility Requests (270)".
  2. Click "New Request".
  3. Select desired receiver.
  4. Fill in remaining required fields to generate desired "270 Output File".
  5. Save.
  6. Click "Actions" and select "Generate Output File".
  7. Validate the desired client is listed with the appropriate TAX ID in the TRN03 segment.
Topics
• Finance
ECS-58548 Summary | Details
Formset Member to Call Added to Form Designer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Form Set Members
  • FormDesigner
  • Interface Design Form Set
  • NX FIELD [EDIT]
Scenario 1: Validate Field Formset Member To Call On Form Designer
Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Click "Form Family" button.
  3. Select desired "Form Family", such as "Activities - People".
  4. Click "P1" button on desired form.
  5. Click on "Completed By" row.
  6. Validate "Formset to Call" field is set to "Staff Look-up Information".
  7. Click "Formset Member To Call" field.
  8. Click "Search" button.
  9. Validate the look-up table returns the formset members from "Staff Look-up Information" Formset.
  10. Select desired formset.
  11. Save.
  12. Navigate to "Client > Case Management > Service Management > Service Entry".
  13. Select desired client.
  14. Open desired event that is using the form from step 4.
  15. Click on "Completed By" staff name link.
  16. Validate the window opens and it defaults to the formset selected in step 10.
Topics
• Forms • Service Entry
ECS-58589 Summary | Details
Bells.ai Signature Images
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • General Service Note (auto date) [DELETE]
  • General Service Note (auto date) [DELETE] *SIGNED*
  • General Service Note (auto date) [VIEW] *SIGNED*
Scenario 1: Bells.ai - Validate Messages Sent To myEvolve Support Client Signature Images
Steps

Internal Testing Only.
Topics
• Service Entry
ECS-58590 Summary | Details
Integration of myEvolv and AlphaCollector
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim 2.0 [EDIT]
  • Claim Submission 2.0 [EDIT]
  • Claims Maintenance NX Form Set
  • File Display
Scenario 1: AlphaCollector
Specific Setup:

Requires setup and integration with Alpha Collector.

Steps
  1. Navigate to "Finance > Claim Maintenance > Automatic > Submissions".
  2. Select desired claim.
  3. Open the claim submission.
  4. Validate the "Sent to AlphaCollector" flag is checked.
  5. Open the alerts window to confirm notes have been downloaded.
  6. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  7. Select desired claim.
  8. Validate "Claim Notes" contains desired note and "Is Imported" flag is checked.
Topics
• Finance
ECS-58596 Summary | Details
Enrollment Date/Time and Service Event Date/Time
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Critical Information
  • General Service Note (auto date) [ADD]
  • Placement Events by Agency/Program - People2
  • Program Enrollment [Edit]
  • Program Enrollment From Service Track [ADD]
  • Program Listing By Agency and Worker
  • Provider Sites by Program
  • Provider Sites by Program (Vacancy)
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Worker Role (to a client or in a workgroup) Table
Scenario 1: Validate Date/Times of Program Enrollment and Service Entries
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Search and select desired Client.
  3. Click the "Actions" button.
  4. Select "New Program Enrollment" from the Actions drop down list.
  5. Fill out required fields.
  6. Click Save.
  7. Navigate to "Client > Case Management > Service Management > Service Entry".
  8. Click "Add Event" button.
  9. Select desired Event from the "Add Event" drop down list.
  10. Set the "Actual Date/Time" input boxes to the same date/time in the recently added Program Enrollment.
  11. Fill out other required fields.
  12. Click Save.
  13. Navigate back to "Client > Client Information > Critical Information > Enrollment Information".
  14. Click the "Actions" button on the recently added Program Enrollment.
  15. Select "Correct/Close Program Enrollment" from the Actions drop down list.
  16. Set the "Start Date/Time" input boxes to different dates and times.
  17. Click Save.
  18. Navigate back to "Client > Case Management > Service Management > Service Entry".
  19. Validate the "Actual Date/Time" in the recently added Service Event remains the same.
  20. Click the Actions button.
  21. Select "Submit Service" or "Electronically Sign" from the Actions drop down list.
  22. Validate the Status is listed as "Signed/Submitted" or "Signed".
  23. Validate the Actual Date/Time remains the same.
  24. Navigate back to "Client > Client Information > Critical Information > Enrollment Information".
  25. Click the "Actions" button on the recently added Program Enrollment.
  26. Select "Correct/Close Program Enrollment" from the Actions drop down list.
  27. Set the "Start Date/Time" input boxes to different dates and times.
  28. Click Save.
  29. Navigate back to "Client > Case Management > Service Management > Service Entry".
  30. Validate the "Actual Date/Time" in the recently added Service Event remains the same.
Topics
• Client
ECS-58635 Summary | Details
GL Adjust and Payment Withdrawn Status
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • Claim Remittance Actions [EDIT]
Scenario 1: AR Management - GL Adjust Action
Steps

.

Scenario 2: Validate GL Adjust Action On Payment Withdrawn Status
Specific Setup:
  • Requires a claim with a payment withdrawn status.
  • Client should have a "Secondary Benefit Assignment" the claim can be waterfalled to.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance Check".
  3. Set "Filters" to search on "Claims" from preconditions.
  4. Click "Add Action" and select "Resubmit to Other".
  5. Select "Payer" and set "Amount Type" to "Custom".
  6. Set "Amount" to a higher amount.
  7. Click "Add action" and select "GL Adjust", click "Save".
  8. Click "Claim".
  9. Validate "Accounting Info" reflects the actions performed.
Topics
• Finance • Finance Setup
ECS-58679 Summary | Details
Rates Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Benefit Assignment [EDIT]
  • Billing Plan Budget Details - Units Subform
  • Billing Plan Capitation Budget [EDIT]
  • Billing Plan Capitation Budget Subform
  • Billing Plan Output [EDIT]
  • Client Search
  • Facilities Listing by Program
  • Payers Setup Table
  • Payers/Contracts Setup 2.0 Form Set
  • Payor Information [EDIT]
  • Procedure Codes for Billing
  • Program Listing - All
Scenario 1: Validate Payor Setup
Specific Setup:

Payer that contains multiple Billing Plan groups in the Capitation tab.

Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Payer"
  2. Click the "Select Payer" button.
  3. Select desired Payor that contains "Capitation" billing plan.
  4. Verify payer information is shown.
  5. Select "Capitation" tab.
  6. Validate "Capitation" billing plan SubForm is shown.
  7. Navigate to "Client > Client Information > Personal Information > Benefit Assignments (Active)".
  8. Search and select desired Client.
  9. Select desired Payor.
  10. Select "Plan/Contract Rates" tab.
  11. Click the "Services" filter.
  12. Select desired Service checkbox.
  13. If necessary, click the "Services" filter to close out of the menu.
  14. Validate the "Capitation" rate is listed in the Activities row.
  15. Close out of both Billing Plan form and selected Payor form.
Topics
• Finance Setup
ECS-58706 Summary | Details
Billing Rates (A/R)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • BillingSchemeForm
  • ContractsRatesSetup
  • Payers Setup Table
  • Payers/Contracts Setup 2.0 Form Set
  • SchemeContractSetup
Scenario 1: Billing Rates For Payers
Specific Setup:

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

Steps
  1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  2. Select "Payer".
  3. Click the "View" dropdown.
  4. Select "All".
  5. Validate all Billing Rates display.
  6. Select "Placement Based" from the dropdown.
  7. Validate all associated Billing Rates display.
  8. Repeat for "Service Based", "Attendance Based", "Occurrence Based", "EM Rates", "AM Rates", "Immunization Rates", "Medication Rates", "Vacant Bed".
Topics
• Finance Setup
ECS-58709 Summary | Details
Telehealth Field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Class Scheduled Tasks [ADD]
  • Class Scheduled Tasks [EDIT]
  • Group Management [EDIT]
  • Groups > Service Management > Service Management > Activities
  • Select Group
  • Groups Form Set
  • New Group Enrollment Wizard [ADD]
  • Person Information [ADD]
  • Schedules
  • Wizard
Scenario 1: Groups - "To Be Performed via Telehealth" Field
Specific Setup:
  • Group is already on file.
  • User has access to Groups module.
Steps
  1. Navigate to "Groups > Group > Information > General Information".
  2. Click "Select Group", and select desired group from the search area.
  3. Within the Schedules sub form, validate the "is Telehealth?" field is present.
  4. Enter the remaining desired fields, and click the "Save" button.
  5. Navigate to "Groups > Service Management > Service Management > Activities".
  6. Click "Select Group", and select desired group from the search area.
  7. Click on "Add New", and select "Add Task".
  8. Select the desired event from the selection.
  9. Validate the "To Be Performed via Telehealth" field exists.
  10. Enter desired information, and click "Save".
  11. On the newly created scheduled event, click on "Actions", and select "Open Form".
  12. Validate the "To Be Performed via Telehealth" field exists.
  13. Click "X" close button.
Scenario 2: Schedule Group Event - "To Be Performed via Telehealth" Field
Specific Setup:

User has access to Group module.

Steps
  1. Navigate to "Groups > Group > Information > General Information".
  2. Click on the "Select Group" button, and select desired group from the search.
  3. Click on the "Enrollments" tab.
  4. Click on "Add New" and select "Group Enrollment".
  5. Set the "Last Name", "First Name", "Gender" and "Date of Birth" fields.
  6. Click on the "Proceed" button.
  7. Click on "Create new record with the information entered for" field.
  8. Click on the "Proceed" button two times to advance to the next screen(s).
  9. Set the desired information within the "Schedule" field.
  10. Set the "Enrollment Date-Time", and click the "Finish" button.
  11. On the newly entered event, click the "Actions" button and choose "Open Form".
  12. Validate the "To Be Performed via Telehealth" field is displayed.
  13. Set the scheduled information and click the "Save" button.
  14. Navigate to "Groups > Group > Information > Enrollments".
  15. Click on the "Select Group" button, and select desired group from the search.
  16. Within the "Scheduled Events", validate the newly created Group Enrollment "Activity" is present.
  17. Click on the "Actions" button and select "Open Form".
  18. Validate the "To Be Performed via Telehealth" field is displayed.
  19. Click "X" close the window.
Topics
• Groups • Telehealth
ECS-58710 Summary | Details
Telehealth for Group Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Class Scheduled Tasks [ADD]
  • Client Search
  • Client Service Entry
  • FrontDeskCheckIn
  • Gender Table
  • Group Events/Tasks Listing
  • Group Management [EDIT]
  • Groups Form Set
  • New Group Enrollment Wizard [ADD]
  • Person Information [ADD]
  • Schedules
  • Schedules - Group [ADD]
  • Schedules - Group Subform
  • Select Group
  • Service and Attendance Facilities Listing
  • Staff - Service Providers (by Staff_id)
  • Wizard
Scenario 1: Validate Scheduling Telehealth Service Entries in Front Desk
Steps
  1. Navigate to "Groups > Group > Information > General Information".
  2. Search and select desired Group.
  3. Click the plus (+) button to create a new Schedule.
  4. Fill out required fields, including "Default Event" and "Default Staff".
  5. Click Save.
  6. Click the "Enrollments" tab.
  7. Click "Add New".
  8. Select "Add Event" from the New/Scheduled drop down list.
  9. Select "Group Enrollment" from the New Events drop down list.
  10. Fill out required fields.
  11. Click Save.
  12. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX"
  13. Set the Location to the facility used in Groups.
  14. Set the Date to a desired future Date.
  15. Check the "Include Group Appointments?" checkbox.
  16. Check the "Include Telehealth Appointment?" checkbox.
  17. Click the "Apply Filters" button.
  18. Validate the recent enrollment is listed in the Scheduled column.
  19. Click the "Check In" button.
  20. Navigate to "Client > Case Management > Service Management > Service Entry".
  21. Search and select Client enrolled in selected Group.
  22. Validate the Status is listed as "Modifiable - Group, Telehealth".
  23. Navigate to "Groups > Service Management > Service Management > Activities".
  24. Click "Add New".
  25. Select "Add Task" from the New/Scheduled drop down list.
  26. Select desired Task from the New Tasks drop down list.
  27. Check the "To Be Performed via Telehealth" checkbox.
  28. Fill out required fields.
  29. Click Save.
  30. Navigate to "Client > Case Management > Service Management > Service Entry".
  31. Click the "Refresh" button.
  32. Validate the Status is listed as "Scheduled, Telehealth".
Topics
• Groups • Telehealth
ECS-58711 Summary | Details
Group Services Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • Gender Table
  • Group Events/Tasks Listing
  • Group Management [EDIT]
  • Groups Form Set
  • New Group Enrollment Wizard [ADD]
  • PDF
  • Person Information [ADD]
  • Report Selection Picklist
  • Report: Group Services
  • Schedules
  • Schedules - Group Subform
  • Select Group
  • Service and Attendance Facilities Listing
  • Staff - Service Providers (by Staff_id)
  • Wizard
Scenario 1: Validate Report for Telehealth Group Services
Steps
  1. Navigate to "Groups > Groups > Information > General Information".
  2. Search and select desired Group.
  3. Scroll down to Schedules.
  4. Add a new Schedule.
  5. Fill out required fields.
  6. Be sure to fill "Default Event" and "Default Staff" fields.
  7. Check the "Is Telehealth?" checkbox.
  8. Click Save.
  9. Click the "Enrollments" tab.
  10. Click "Add New" button.
  11. Select "Add Event" from the New/Scheduled drop down list.
  12. Select "Group Enrollment" from the New Events drop down list.
  13. Search and select desired Client.
  14. Click the "Proceed" button to the Enrollment page.
  15. Fill out required fields.
  16. Be sure to select the recently created Schedule.
  17. Click "Finish".
  18. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  19. Set the "Location" to the facility used in the selected Group.
  20. Check the "Include Group Appointments?" checkbox.
  21. Check the "Include Telehealth Appointments?" checkbox.
  22. Click "Apply Filters" button.
  23. Validate the recently created Enrollment is listed in the Scheduled column.
  24. Click the "Check In" button.
  25. Navigate to "Reports > Groups > General > Services".
  26. Click the "Report Selection" button.
  27. Select "Ordered by Group/Unit/Person Served" from the Report Selection list box.
  28. Click the "CSV" button.
  29. Open the download Excel spreadsheet.
  30. Verify the recently created Enrollment appointment is listed in the spreadsheet.
  31. Verify the "is_telehealth" column exists.
  32. Validate the "is_telehealth" column contains "True".
  33. Click Close.
Topics
• Groups • Telehealth
ECS-58712 Summary | Details
System Consents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Blanket Consent to Query HIE [ADD]
  • Client Search
  • Consent to Query HIE [ADD]
  • HIE Entities
Scenario 1: Validate Consent to Query HIE Form
Steps

Internal Testing Only.
Topics
• Client
ECS-58731 Summary | Details
Remittance Requiring Actions Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ActionsView
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
Scenario 1: Validate Remittance Balance On Requiring Action Widget After Removing A Payment
Specific Setup:

Requires a "Remittance" and a claim that has been paid".

Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set desired parameters to search for desired claim.
  4. Add a "Payment Withdrawal" to the claim.
  5. Save.
  6. Validate the "Balance" of the "Remittance" contains the desired amount.
  7. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  8. Select the "Remittance Requiring Action" widget.
  9. Filter for the desired remittance.
  10. Validate the "Payment Withdrawn" contains 1.
  11. Validate the "Remittance Balance" contains the desired amount.
  12. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  13. Select the "Remittance and Claim" from step 2 and 3.
  14. Delete the "Withdrawal and Payment".
  15. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  16. Refresh the "Widget".
  17. Validate "Remittance Balance" contains the desired amount".
Topics
• Finance • Widgets
ECS-58754 Summary | Details
Maine Adult Residential Billing Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Date Range (Required) With Parms [ADD]
  • Facility Listing for Reports
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Maine Adult Residential Billing Report
  • Submitter Information
Scenario 1: MARB Report
Specific Setup:
  • Requires knowledge and setup of "Maine Residential Billing" rate.
  • Requires a claim that was generated using "Maine Residential Billing" rate.
Steps
  1. Navigate to "Finance > Reports > Accounts Receivable > MARB Report".
  2. Set desired date range.
  3. Click "Preview".
  4. Validate the report returns results based off of the claims created using "Maine Residential Billing" rate.
Topics
• Finance • Reports
ECS-58755 Summary | Details
Claim Maintenance Manual Intervention
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim 2.0 [EDIT]
  • Claim Submission 2.0 [EDIT]
  • Claim Submission Manual Intervention 2.0 [EDIT]
  • Claim Submission Subform 2.0 Subform
  • Claims Maintenance NX Form Set
  • Manual Intervention 2.0 Form Set
  • Manual Intervention Claim
Scenario 1: Validate Claim Manual Intervention Form
Specific Setup:

Requires a claim generated using Maine Residential Billing.

Steps
  1. Navigate to "Finance > Claim Maintenance > Manual Intervention > Claim Submission".
  2. Select desired claim.
  3. Edit the "Amount Charged".
  4. Save.
  5. Validate the "Is Manually Corrected" flag is checked.
  6. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  7. Select desired claim from step 2.
  8. Validate the "Agency Amount, Amount Charged and Expected" contain desired amount.
Topics
• Finance
ECS-58761 Summary | Details
ClientEvent SDK Object
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabricEventInfo
  • Client Personal Information [EDIT]
  • Client Search
Scenario 1: ClientEventUpdate
Steps

Internal testing only.
Topics
• Client
ECS-58784 Summary | Details
"Calendar Appointments" Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client - Scheduled Tasks [ADD]
  • Report Selection Picklist
  • Define Value (Yes, No) for parameters on reports
  • Report Parameters PickList
  • Reports > Clients > Services & Treatment > Calendar Appointments
  • Active events by Program or Clinic2
  • Client Related Task - New [EDIT]
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCalendar
  • FrontDeskCheckIn
  • NX Report Processor
  • Program Listing By Agency and Worker
  • Services: Reason for No Show
  • Staff - Service Providers (by Staff_id) NES
  • Write-off reasons for Scheduled Events
  • Service and Attendance Facilities Listing
  • Workgroups for manual assignment to clients
  • Clinic Info
  • Save Query [ADD]
  • Saved Report Queries
Scenario 1: “Calendar Appointments” – Report Selection Picklist
Specific Setup:

User has access to Reports module.

Steps
  1. Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
  2. Click on the "Report Selection" search.
  3. Validate the below items are listed within the "Report Selection Picklist".
  4. "Order by Client/Program"
  5. "Order by Client/Program/Service/Date"
  6. "Order by Program/Client"
  7. "Order by Program/Service/Facility"
  8. "Order by Program/Service/Facility/Client"
  9. "Order by Program/Worker/Client/Date"
  10. "Order by Worker"
  11. "Order by Clinic"
  12. "Order by Workgroup"
  13. "Order by Clinic/Workgroup/Client/Date"
  14. "Order by Clinic/Service/Facility/Client"
  15. "Order by Clinic/Service/Facility"
  16. "Order by Clinic/Client"
  17. "Order by Client/Clinic/Date"
  18. "Order by Client/Clinic"
  19. Click "X" close.
Scenario 2: "Calendar Appointments" Report Parameters
Specific Setup:

User has access to Reports module.

Steps
  1. Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
  2. Validate the below parameters are present on the "Report Form".
  3. "Sched. From Date"
  4. "Sched. Thru Date"
  5. "Check In From Date"
  6. "Check In Thru Date"
  7. Validate the below parameters are present on the "Sub Form".
  8. "Client"
  9. "Service"
  10. "Program"
  11. "Facility"
  12. "Clinic"
  13. "Workgroup"
  14. "Worker"
  15. "Reason for No Show"
  16. "No Show", with value options of "Yes" or "No"
  17. "Cancel/Write Off, with options of "Yes or "No"
  18. "Suppressed from Front Desk", with options of "Yes or "No"
  19. "Completed", with options of "Yes or "No"
  20. Click the "X" button to close the "Report Parameter Picklist".
Scenario 3: “Calendar Appointments” – Report Output With Program, Facility and Staff
Specific Setup:
  • User has access to Front Desk.
  • User has access to Reports module.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", and click on the "View Calendar" button.
  2. Click on "New Appointment", and schedule three services that contain a "Program", "Facility", and "Staff Responsible".
  3. Update each of the appointments as follows:
  4. "Check In" one of the appointments.
  5. "No Show" one of the appointments, and note the "Reason for No Show".
  6. "Cancel Appt" one of the appointments, and note the "Write -off reasons for Scheduled Events".
  7. On the client that is "Checked In", click on the "Open Task Form" button.
  8. Check off the "Suppress From Front Desk", and click the "Save" button.
  9. Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
  10. Select desired "Report Selection"
  11. Do not set any "Parameters", click the "Preview" button
  12. Validate the output, and click the "Close" button.
  13. Set the "Sched. From Date" and the "Sched. Thru Date" during the range of your new appointments.
  14. Set the "Parameter" to "No Show", with a "Value" as "Y", and click the "Preview" button.
  15. Validate the output, and click the "Close" button.
  16. Set the "Parameter" to "Cancel/Write Off", with the "Write -off reasons for Scheduled Events" that was selected earlier.
  17. Validate the output, and click the "Close" button.
  18. Set the "Parameter" to "Suppressed from Front Desk", with a "Value" as "Y", and click the "Preview" button.
  19. Validate the output, and click the "Close" button.
  20. Set the "Sched. From Date" and the "Sched. Thru Date" outside of the range of your new appointments, and click the "Preview" button.
  21. Validate the output, and click the "Close" button.
  22. Set the "Check In From Date" and the "Check In Thru Date" to be outside of the range of your new appointment checked In date.
  23. Click the "Preview" button.
  24. Validate the output, and click the "Close" button.
Scenario 4: “Calendar Appointments” Report Output With Program, Facility, and Workgroup
Specific Setup:
  • User has access to Front Desk.
  • User has access to Reports module.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", and click on the "View Calendar" button.
  2. Click on "New Appointment", and schedule three services that contain a "Program", "Facility", and "Workgroup".
  3. Update each of the appointments as follows:
  4. "Check In" one of the appointments.
  5. "No Show" one of the appointments, and note the "Reason for No Show".
  6. "Cancel Appt" one of the appointments, and note the "Write -off reasons for Scheduled Events".
  7. On the client that is "Checked In", click on the "Open Task Form" button.
  8. Check off the "Suppress From Front Desk", and click the "Save" button.
  9. Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
  10. Select desired "Report Selection"
  11. Do not set any "Parameters", click the "Preview" button
  12. Validate the output, and click the "Close" button.
  13. Set the "Sched. From Date" and the "Sched. Thru Date" during the range of your new appointments.
  14. Set the "Parameter" to "No Show", with a "Value" as "Y", and click the "Preview" button.
  15. Validate the output, and click the "Close" button.
  16. Set the "Parameter" to "Cancel/Write Off", with the "Write -off reasons for Scheduled Events" that was selected earlier.
  17. Validate the output, and click the "Close" button.
  18. Set the "Parameter" to "Suppressed from Front Desk", with a "Value" as "Y", and click the "Preview" button.
  19. Validate the output, and click the "Close" button.
  20. Set the "Sched. From Date" and the "Sched. Thru Date" outside of the range of your new appointments, and click the "Preview" button.
  21. Validate the output, and click the "Close" button.
  22. Set the "Check In From Date" and the "Check In Thru Date" to be outside of the range of your new appointment checked In date.
  23. Click the "Preview" button.
  24. Validate the output, and click the "Close" button.
Scenario 5: “Calendar Appointments” Report Output With Clinic, Facility and Workgroup
Specific Setup:
  • User has access to Front Desk.
  • User has access to Reports module.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", and click on the "View Calendar" button.
  2. Click on "New Appointment", and schedule three services that contain a "Workgroup", "Facility", and "Clinic Responsible".
  3. Update each of the appointments as follows:
  4. "Check In" one of the appointments.
  5. "No Show" one of the appointments, and note the "Reason for No Show".
  6. "Cancel Appt" one of the appointments, and note the "Write -off reasons for Scheduled Events".
  7. On the client that is "Checked In", click on the "Open Task Form" button.
  8. Check off the "Suppress From Front Desk", and click the "Save" button.
  9. Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
  10. Select desired "Report Selection"
  11. Do not set any "Parameters", click the "Preview" button
  12. Validate the output, and click the "Close" button.
  13. Set the "Sched. From Date" and the "Sched. Thru Date" during the range of your new appointments.
  14. Set the "Parameter" to "No Show", with a "Value" as "Y", and click the "Preview" button.
  15. Validate the output, and click the "Close" button.
  16. Set the "Parameter" to "Cancel/Write Off", with the "Write -off reasons for Scheduled Events" that was selected earlier.
  17. Validate the output, and click the "Close" button.
  18. Set the "Parameter" to "Suppressed from Front Desk", with a "Value" as "Y", and click the "Preview" button.
  19. Validate the output, and click the "Close" button.
  20. Set the "Sched. From Date" and the "Sched. Thru Date" outside of the range of your new appointments, and click the "Preview" button.
  21. Validate the output, and click the "Close" button.
  22. Set the "Check In From Date" and the "Check In Thru Date" to be outside of the range of your new appointment checked In date.
  23. Click the "Preview" button.
  24. Validate the output, and click the "Close" button.
Scenario 6: "Calendar Appointments" Reporting Functionality
Specific Setup:

User has access to Reports module.

Steps
  1. Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
  2. Set desired "Sched. From Date", "Sched. Thru Date" and "Report Selection".
  3. Click the "Preview" button.
  4. On desired client, click on the "Scheduled Date and Time" hyperlink.
  5. Validate there is no "Save" button, and click the "X" to close the window.
  6. Click the "Print Report" button,
  7. Validate the print preview displays accurately.
  8. Click the "Cancel" button.
  9. Validate alert text containing "Cancelling will discard all changes. Are you sure?
  10. Click the "OK" button.
  11. Set desired "Sched. From Date", "Sched. Thru Date" and "Report Selection".
  12. Click the "Excel" button.
  13. Wait for Excel output to download.
  14. Open the output, and validate the output file loads with headings/data.
  15. Click the "CSV" button.
  16. Wait for CSV output to download.
  17. Open the output, and validate the output file loads with headings/data.
  18. Click on the "Display SQL" button.
  19. Validate the output displays within a new window, and click "X" close.
  20. Set desired "Report Selection" and any other needed fields.
  21. Click the "Save Query" button.
  22. Set the "Description" field, and click the "Update" button.
  23. Click the "Use Queries" button.
  24. Validate the query just saved is present, and select the query.
  25. Validate the pre-set report parameters from the query are set.
  26. Click the "Preview" button, and validate the output.
  27. Click the "Close" button.
  28. Click the "Delete Queries" button.
  29. Click on the "Description" of the desired query to delete.
  30. Validate alert text containing ""Are you sure you wish to delete query name?".
  31. Click the "OK" button.
  32. Click the "Use Queries" button.
  33. Validate the deleted query is not present.
  34. Click the "Close" button
Topics
• Front Desk • Reports
ECS-58810 Summary | Details
UB-04 Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AR Management
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • Claim Output
  • Claim Output Ready
  • Claim Service Lines NX Subform
  • Claim/Invoice Batch [VIEW]
  • Claims Submission For Remittance NX [EDIT]
  • FinanceClaims
Scenario 1: Validate Place Of Service Updates On UB-04 When Using Calculate Rate
Specific Setup:
  • Requires a claim that can be remitted.
  • Client should have a secondary benefit assignment that can bill the service.
  • Rate on secondary benefit assignment should be set up with "Place of Service" overwrite that is different from original claim.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claims.
  4. Apply desired status such as "Denial".
  5. Click "Add Action" and select "Resubmit to Other".
  6. Select "Calculate Rate".
  7. Validate the "Submission Line" contains "Place Of Service" from secondary payer.
  8. Save.
  9. Wait for billing to run.
  10. Open the 2nd submission.
  11. Open the batch and click on "Create Output".
  12. Download and open the "UB-04".
  13. Validate it contains desire "Place of Service Code".
Topics
• Finance
ECS-58825 Summary | Details
New Client and Staff Wizard
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Initial Enrollment for New Person [ADD]
  • Outside Organizations - distinct
  • Person Information [ADD]
  • Placement Events by Agency/Program - People2
  • Program Listing By Agency and Worker
  • Provider Sites by Program (Vacancy)
  • Referral Reason Table
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Wizard
  • Worker Role (to a client or in a workgroup) Table
  • Job Title Listing - Employees
  • Managing Offices By Agency Operated
  • New Staff [ADD]
  • Person Information No Anonymous [ADD]
  • Security Schemes
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff-Site Link Subform
Scenario 1: Adding A New Client Via New Client Wizard - Testing Unit Default
Specific Setup:
  • A new client will be enrolled into a program using the "New Person" enrollment located on "Client >Client Information >Critical Information >Enrollment Information"
  • On the form "Agency > Service Locations > Sites/Residentials > Capacity"
  • The facility unit being used has the field "Default Facility Unit" checked, to default the unit number.
Steps
  1. Navigate to "Client >Client Information >Critical Information >Enrollment Information".
  2. Select "New" then "New Person".
  3. Use the client wizard to add the client.
  4. On the enrollment portion enter the "Initial program".
  5. The "Placement Type" will default the value into the field.
  6. Select the "Initial Facility".
  7. Validate the "Unit" value will default into the field.
Scenario 2: New Staff Create Wizard
Steps
  1. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Search for staff and open new Staff Create Wizard.
  3. Enter First Name, Last Name and Gender.
  4. Hit Proceed.
  5. Validate that Proceed button is enabled after the search is complete and the block UI is removed only when the search results are displayed.
Topics
• Staff
ECS-58858 Summary | Details
Client Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Address by ZIP code Subform
  • Address Type Table
  • All People Agency
  • Client Search
  • Family Management - New [EDIT]
  • Family Members Sub Form [Edit]
  • Family Members Sub Form Subform
  • Person Information [ADD]
  • Relationship - Family Table
  • Residence Type
  • Wizard
  • Active events by Program or Clinic2
  • Clinic Info
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCalendar
  • FrontDeskCheckIn
  • People Search
  • Program Listing By Agency and Worker
  • Workgroups for manual assignment to clients
  • Staff - Service Providers (by Staff_id) NES
Scenario 1: Add New Family Member To Client > All People Agency > New
Specific Setup:

Client has an existing Family record.

Steps
  1. Navigate to "Client > Client Information > Relationships > Families".
  2. Select "Client".
  3. Click on "Member of Family" to launch "Family Information Standalone".
  4. Click "Family Member" icon (binoculars).
  5. Click "New".
  6. Validate "Wizard" launches.
  7. Populate required fields.
  8. Proceed through the steps to complete wizard and save.
  9. Validate record saved.
Scenario 2: Front Desk Client Search on Workgroup
Specific Setup:

Staff has access to Front Desk.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Select a future date.
  3. Click the "View Calendar" button
  4. Chose the "Program" tab within the filters, and select the desired program.
  5. Double click the desired time slot to open the Appointment Information screen.
  6. Within the Appointment Information screen enter the below:
  7. "Staff Responsible" - Leave empty
  8. "Workgroup" - Select desired workgroup
  9. "Event" - Select desired events
  10. "Date/Time" - Select desired Date/Time
  11. "Person" - Select desired person
  12. Click "Save", to save the desired appointment.
  13. Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  14. Select the future date that was entered within step 6-d, and click on the "Refresh" button.
  15. Validate the appointment created within Step 6 displays within the "Scheduled" column.
  16. Click on the "Select Client" button within the "Client Search" pane, and select the name of the person that was entered within Step 6, e.
  17. Validate the appointment scheduled within Step 6 is displayed including the "Workgroup" name.
  18. Click the "View Calendar" button.
  19. Select a future date.
  20. Double click the desired time slot to open the Appointment Information screen.
  21. Within the Appointment Information screen enter the below:
  22. "Staff Responsible" - Leave empty
  23. "Workgroup" - Select desired workgroup
  24. "Program" - Leave empty
  25. "Clinic Responsible" - Select desired clinic
  26. "Event" - Select desired events
  27. "Date/Time - Select desired Date/Time
  28. "Person" - Select desired person
  29. Click "Save", to save the desired appointment.
  30. Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  31. Select the future date that was entered within step 16-f, and click on the "Refresh" button.
  32. Validate the appointment created within Step 16 displays within the "Scheduled" column.
  33. Click on the "Select Client" button within the "Client Search" pane, and select the name of the person that was entered within Step16,g.
  34. Validate the appointment scheduled within Step 16 is displayed including the "Workgroup" name.
Scenario 3: Front Desk Client Search – Without Workgroup
Specific Setup:

Staff has access to Front Desk.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Select a future date.
  3. Click the "View Calendar" button.
  4. Chose the "Program" tab within the filters, and select the desired program.
  5. Double click the desired time slot to open the Appointment Information screen.
  6. Within the Appointment Information screen enter the below:
  7. "Staff Responsible" - Select desired staff
  8. "Workgroup" - Leave empty
  9. "Event" - Select desired events
  10. "Date/Time" - Select desired Date/Time
  11. "Person" - Select desired person
  12. Click "Save", to save the desired appointment.
  13. Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  14. Select the future date that was entered within step 6-d, and click on the "Refresh" button.
  15. Validate the appointment created within Step 6 displays within the "Scheduled" column.
  16. Click on the "Select Client" button within the "Client Search" pane, and select the name of the person that was entered within Step 6, e.
  17. Within the "Appointments" Date Range, enter the From and Through Dates to view the appointment created in step 6.
  18. Validate the appointment is visible within the "Client Search" pane.
Topics
• Client • Front Desk
ECS-59095 Summary | Details
Lab Results With Multiple Tests
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • OrderConnect - Orders
  • OrderConnect Lab Results [DELETE]
Scenario 1: OrderConnect Labs - Validate Lab Results With Multiple Tests Will Save To myEvolv
Steps

Internal Testing Only.
Topics
• OrderConnect
ECS-59119 Summary | Details
Client Search and "Active Clients"
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 > Client Information > Personal Information > Demographics - Client Header
  • Select Client
Scenario 1: Validate Client Search Filter Options
Steps
  1. Navigate to the Client module.
  2. Click "Magnifying Glass" to launch search.
  3. Search by each field and validate results returned:
  4. Last Name
  5. First Name
  6. AKA /Alias
  7. Date of Birth
  8. Social Security Number
  9. ID#
  10. Other ID#
  11. Medicaid #
  12. TABS ID
  13. Education ID
  14. Active Clients checkbox
Topics
• Client
ECS-59193 Summary | Details
On Demand Billing Process
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 3. Simple Service Entry with E/M Picks [ADD]
  • All People Agency
  • AR Management
  • Checks for a Clients Self Pay in Front Desk Entry [ADD]
  • Checks for a Clients Self Pay in Front Desk Entry [EDIT]
  • Client Related Task - New [ADD]
  • Client Search
  • Client Service Entry
  • Drug Dispense Units
  • E/M CPT Code
  • E/M Patient Status
  • Facility Enrollment Client
  • FinanceClaims
  • FrontDeskCheckIn
  • Immunizations - Public Health [ADD]
  • Inventory Container by Drug
  • Inventory Container By Vaccine
  • Med Administration - Public Health [ADD]
  • Medications In Inventory
  • Program by Client's Service Track and Service
  • Service and Attendance Facilities Listing
  • Vaccine Funding Source
  • Vaccines In Inventory
  • VFC Eligibility
Scenario 1: Validate On Demand Billing Generates Self Pay Claim
Specific Setup:
  • Requires an event that is set up for "On Demand Billing".
  • Requires a client with this event scheduled.
  • Client should also have a "Self Pay Benefit" Assignment.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Check in the desired "Scheduled Event".
  3. Complete the "Scheduled Event".
  4. Click on "Run On-Demand Billing".
  5. Wait for "On-Demand Billing" to run.
  6. Once completed click on "Review Claims".
  7. Validate the system generated desired claims with desired units.
Topics
• Finance • Front Desk
ECS-59200 Summary | Details
My Task Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Active events by Program or Clinic
  • Client Search
  • Client Service Entry
Scenario 1: My Task Widget Refreshes After Saving An Event That Contains After Save Code
Specific Setup:
  • Requires access to "My Task Widget".
  • Requires an event with "After Save Code" to that will keep the event open after save.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click on "Scheduled Task" and select desired event.
  4. Set desired date/time, and duration.
  5. Save.
  6. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview."
  7. Click the "Widgets" button.
  8. Check off "My Tasks".
  9. Validate the "My Tasks" widget loads.
  10. Validate the scheduled task is listed.
  11. Click on "Complete Task" button.
  12. Fill in required fields and save.
  13. Validate the form stays open after save.
  14. Close the form.
  15. Validate the "My Task Widget" refreshed and the event is no longer listed.
Topics
• Widgets
ECS-59201 Summary | Details
On Demand Billing Re-Processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Active events by Program or Clinic2
  • FinanceClaims
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCalendar
  • FrontDeskCheckIn
  • Program Listing By Agency and Worker
  • Staff - Service Providers (by Staff_id) NES
Scenario 1: Validate On Demand Billing Does Not Duplicate Units
Specific Setup:
  • Requires a client with a "Self Pay Benefit Assignment".
  • Client should have a scheduled task.
  • Scheduled Event should be set up for "On-Demand Billing".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Check in the desired "Scheduled Event".
  3. Complete the "Scheduled Event".
  4. Click on "Run On-Demand Billing".
  5. Wait for "On-Demand Billing" to run.
  6. Once completed click on "Review Claims".
  7. Validate the system generated desired claims with desired units.
  8. Close the window.
  9. Click on the "Event" link.
  10. Edit the duration on the event.
  11. Save.
  12. Click on "Re-Process Claims".
  13. Once completed click on "Review Claims".
  14. Validate the new claims have updated with the desired "Units".
Topics
• Finance • Front Desk
ECS-59241 Summary | Details
Event Based SubForms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Event Definitions - Service - by Category/Program
  • FormDesigner
  • Interface Design Form Set
  • Agency Program Services [EDIT]
  • Agency Program Services/Program-User [EDIT]
  • Agency Program Services/Program-User Subform
  • Client Related Task - New [ADD]
  • Immunizations - B2E - Public Health [ADD]
  • Immunizations - B2E - Public Health Subform
  • Immunizations - Public Health [VIEW] *SIGNED*
  • Inventory Container By Vaccine
  • Vaccine Funding Source
  • Vaccines In Inventory
  • VFC Eligibility
Scenario 1: Validate Event Based SubForm Displays Events Limited By Event Group
Specific Setup:
  • Requires an event with an "Event Based SubForm", test uses "Other Activities B2E".
  • "Event Based SubForm" should be set up with an "Event Group".
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click on "Add Event" and select desired event.
  4. Fill in required fields.
  5. Within the "Event Based SubForm" click on "Type" field.
  6. Validate the lookup table contains desired events.
  7. Select desired event.
  8. Fill in any other required fields within the "SubForm".
  9. Save.
  10. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  11. Click on "Form Family".
  12. Select "Other Activities - B2E" form family.
  13. Pin the desired form.
  14. Click on "Form Header" row.
  15. Click "Driving Form Line" field.
  16. Select "Type" field.
  17. Save.
  18. Navigate to "Client > Case Management > Service Management > Service Entry".
  19. Click on "Add Event" and select the same event from step 3.
  20. Fill in required fields.
  21. Within the "Event Based SubForm" validate the desired events display and contain a checkbox.
  22. Check the desired event.
  23. Fill in any other required fields within the "SubForm".
  24. Save.
Scenario 2: Widget - Validate Updating An Event With An Event Based SubForm From a Widget
Specific Setup:
  • An Event exists that will be updated from the Widgets.
  • The Event used will have a SuBForm Event that will be completed.
  • A second Event is configured to be signed and submitted automatically.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Select the widget with the event to be used.
  3. Select the Event.
  4. Update the Event and SubForm Event.
  5. Save the work.
  6. Navigate to "Client > Case Management > Service Management > Service Entry".
  7. Select the client.
  8. Validate the Event and SubForm Events saved.
  9. Redo the above test with the Event that will automatically be "Signed/Submitted".
  10. Validate the Event is "Signed/Submitted" when updated and saved.
  11. Validate the SubForm Events are signed and in a "View" status.
Topics
• Client • Event Setup • Forms • Service Entry • SubForm • Widgets
ECS-59260 Summary | Details
CareFabric Client Messages
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Address by ZIP code Subform
  • Client Personal Information [EDIT]
  • Client Search
  • Client >Client Information >Personal Information >Demographics
  • Clients -- Webpage Dialog
  • OrderConnect
  • Employment Information [ADD]
  • Employment Information [EDIT]
  • CareConnect Inbox Provider Search
  • Client Association
  • Taskbar > Care Exchange > Care Exchange > CareConnect Inbox
Scenario 1: ClientUpdated - Validate Event Sent After Editing Client Demographics and GetClient Message
Steps

Internal Testing Only.

Scenario 2: OrderConnect - Validate Name Change in myEvolv Updates OrderConnect
Specific Setup:
  • A client exists that will need a name change.
  • Access to OrderConnect.
Steps
  1. Navigate to the demographics form.
  2. Change the client name and save.
  3. Log into OrderConnect.
  4. Validate the client name displays with the change.
Scenario 3: ClientUpdated - Validate Demographics Trigger Point Matches Employment Trigger Point.
Steps

Internal Testing Only.

Scenario 4: SearchClient - Validate SearchClient Functions - Validate With CareConnect Inbox Send Referral Search Clients
Steps

Internal Testing Only
Topics
• CareConnect • CareConnect Inbox • myEvolv NX • OrderConnect
ECS-59346 Summary | Details
Billing Processing Performance Improvement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Action Based Run - Claim Action Types
  • ActionsView
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Request Action Based Run [ADD]
  • BillingProcessHistory
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • Claim Output Ready
  • Claim/Invoice Batch [VIEW]
  • FinanceClaims
  • All People with Benefit Assignments with LOS
  • Billing Run Request Limit People Subform
  • Immediate Billing Run Request [ADD]
  • Submitter Information
Scenario 1: Validate Resubmit With Bulk Calculate Rate Includes Additional Units
Specific Setup:
  • Requires claims that can be remitted.
  • Scenario works with at least 5 claims.
  • Services for each of the billed claims have been edited so that they rebill with more units.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set parameter's to search for desired claims.
  4. Click "Denied" link to group the claims together.
  5. Click "Bulk Actions" button.
  6. Select "Resubmit".
  7. Check the desired claims to be included in the "Action Based Run".
  8. At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select and "Action Based Run".
  12. Set desired description.
  13. Click on "Action Type" and select "Resubmit".
  14. Set desired date range.
  15. Scroll to "Run for Receiver".
  16. Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
  17. Check the "Receiver" checkbox.
  18. Click "Save".
  19. Wait for billing to run.
  20. Validate the billing run returns desired claims.
  21. Click on the "Claim" link.
  22. Validate the claims generated with the next "Submission # 2".
  23. Validate the claim generated with the expected number of units.
Scenario 2: Validate 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.
Topics
• Finance
ECS-59347 Summary | Details
Deposit Slip Look-up Table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Clients With Security Listing by PeopleID
  • Cash Deposit Slip Form Set
  • Checks for a Clients Self Pay in Front Desk Entry [ADD]
  • Checks for a Clients Self Pay in Front Desk Entry [EDIT]
  • Client Related Task Walk Ins [ADD]
  • Deposit Slip Only [ADD]
  • Deposit Slips
  • Deposit Slips not posted to Bank
  • Event Definitions with Security by Program
  • Facilities Listing by Program
  • FrontDeskCheckIn
  • GL A/R Temporary Unallocated Account
  • GL Cash Accounts
  • Program by Person and Agency (Active)
  • Staff - Service Providers (by Staff_id)
Scenario 1: Validate Adding Deposit Slip Via Checks For A Client Self Pay
Specific Setup:

Requires a scheduled event.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. On the scheduled event click the "$" button.
  3. Click the "Deposit Slip" look-up table.
  4. Click "New" button.
  5. Fill in required fields for the "Deposit Slip".
  6. Save.
  7. Refresh the look-up table.
  8. Validate the "Deposit Slip" is listed and not duplicated.
Topics
• Finance • Front Desk

myEvolv_NX_11.0.0075_Details.csv