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myEvolv NX 11.0.0100.01 Acceptance Tests

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ECS-58338 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
  • Plans/Contracts for Reports
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • BillingProcessHistory
Scenario 1: Do Not Bill Utility – Validate Enabling “Include Payable Services” Changes “Do Not Bill” to “Do Not Pay”
Specific Setup:

Available service's available to bill.

Steps
  1. Navigate to "Finance > Utilities > Do Not Bill Utility > Do Not Bill Utility"
  2. Select desired parameters.
  3. Check "Include Payable Services" checkbox.
  4. Click "Search".
  5. Validate "Mark as" column contains "Do Not Pay".
  6. Uncheck "Include Payable Services" checkbox.
  7. Click "Search".
  8. Validate "Mark as" column contains "Do Not Bill".
Scenario 2: Validate Marking Service As “Do Not Pay” Does Not Generate Invoice
Specific Setup:

Available batch to reprocess.

Batch contains invoice for service event.

Steps
  1. Navigate to "Finance > Utilities > Do Not Bill Utility > Do Not Bill Utility".
  2. Filter for desired payable Service Event.
  3. Check the "Mark as "Do Not Pay"" checkbox and Save.
  4. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  5. Filter for desired Batch.
  6. Reprocess the Batch.
  7. Run Billing.
  8. Validate Batch does not contain Invoice for desired Service Event.
  9. Navigate to "Finance > Utilities > Do Not Bill Utility > Do Not Bill Utility".
  10. Filter for same desired payable Service Event.
  11. Uncheck the "Mark as "Do Not Pay"" checkbox and Save.
  12. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  13. Filter for same desired Batch.
  14. Reprocess the Batch.
  15. Run Billing.
  16. Validate Batch does contain Invoice for desired Service Event.
Topics
• Finance
ECS-59064 Summary | Details
Mirrored Billing Jobs
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 Setup NX [EDIT]
  • Billing Rate - Placement Based NX [EDIT]
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • ContractsRatesSetup
  • Critical Information
  • Enrollment Transfer Type Look-up Table
  • Facility Transfer [ADD]
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Payers/Contracts Setup 2.0 Form Set
  • Placement NX Form Set
  • Provider Sites by Program (Vacancy)
  • Submitter Information
  • Unit Table
  • Claim 2.0 [EDIT]
  • Client Search
  • Payers Setup Table
  • Placement Disruption Rules Form Set
  • Placement Disruptions Rule Setup-Client [EDIT]
  • Placement Disruptions: Unknown Location [ADD]
Scenario 1: Billing Placement Services Using "Allow Billing Non-Overnight Stay" And Transfer Is Within The Same Facility
Specific Setup:
  • Rate History is checked for " Allow to bill non overnight stay".
  • Client has transferred beds within the same Facility.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected number of "Units".
  5. Click "Claim".
  6. Validate "Billed Services" contains one record for "Date of Transfer".
Scenario 2: Billing Placement Services Using "Allow Billing Non-Overnight Stay" And Transfer Is To A New Facility
Specific Setup:
  • Rate History is checked for " Allow to bill non overnight stay".
  • Client has transferred to a different Facility.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected services.
Scenario 3: Placement Billing With Non-Billable Placement Disruption Occurring At Beginning And Ending Of Day
Specific Setup:
  • Placement Disruption is not billable.
  • Rate History is checked for " Allow to bill non overnight stay".
  • Placement disruption begins on day 1 midday and ends on day 3 midday.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected number of "Units".
  5. Click "Claim".
  6. Validate the "Billed Services" contain the expected number of "Units".
Scenario 4: Placement Billing With Billable Placement Disruption Occurring At Beginning And Ending Of Day
Specific Setup:
  • Placement Disruption is billable.
  • Rate History is checked for " Allow to bill non overnight stay".
  • Placement disruption begins on day 1 midday and ends on day 3 midday.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Create "Billing Run" to capture "Placement Services".
  3. Upon completion, open "Batch".
  4. Validate "Claim" contains expected number of "Units".
  5. Click "Claim".
  6. Validate the "Billed Services" contain the expected number of "Units".
Topics
• Client • Finance • Finance Setup
ECS-59253 Summary | Details
Placement Services - Multiple Programs
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 2.0 [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Client Search
  • Critical Information
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Program Setup - No Care Day/Respite [EDIT]
  • Report: Service Details
  • Submitter Information
  • All Clients With Security for Reports
  • Date Range (Required) With Parms [ADD]
  • Report Parameters PickList
  • Report: Enrollments for a Period
Scenario 1: Outpatient Type Programs - "Services Created for Days of Placement"
Specific Setup:
  • The "Services Created for Days of Placement" is checked off in breadcrumb "Agency Setup > Agency > Program Setups > Outpatient & Other" for desired programs.
  • Rates are setup to bill for placement.
  • Client is enrolled in multiple outpatient programs during the same time.
  • User has access to Finance module.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click on "New Run" and select "Immediate Run".
  3. Set the desired "Submitter", "Run Description", "Through Date" and any other desired fields.
  4. Click the "Save" button.
  5. Select the "Billing Processing History" tab.
  6. Click the "Start Billing Now" button.
  7. Click "OK" on the "Billing job started" message.
  8. Once the billing run is completed, review claims.
  9. Validate claims were created for desired programs within the same time.
  10. Click the "X" to close.
  11. On the batch, click the "Actions" button and select "Open Batch".
  12. Click the "Create Output" button and close.
  13. Click the "Actions" button and select "Mark as Sent".
  14. Click "OK" on the "Are you sure you want to mark sent?" message.
  15. Navigate to "Client > Client Information > Critical Information > Enrollment Information" and set to desired client.
  16. Within the first program, click the "Actions" cell and select the "Services Generated Report" link.
  17. Validate the desired dates are indicated as "Billed".
  18. Click the "Close" button.
  19. Within the second program, click the "Actions" cell and select the "Services Generated Report" link.
  20. Validate the desired dates are indicated as "Billed".
  21. Click the "Close" button.
Scenario 2: Enrollments for a Period Report - "Program: Are Services Created for Placement?"
Specific Setup:
  • The "Services Created for Days of Placement" is checked off in breadcrumb "Agency Setup > Agency > Program Setups > Outpatient & Other" for desired program(s).
  • Client is enrolled in program(s).
  • User has access to Reports module.
Steps
  1. Navigate to "Reports > Clients > General > Enrollments for a Period".
  2. Set the desired "From Date" and "Through Date".
  3. Check off the "Program: Is Enrollment Required for Services?" field.
  4. Set the "Parameter" to "Client" and set the "Value" to the desired client.
  5. Click the "Preview" button.
  6. Validate the output contains the desired data.
  7. Click the "Close" button.
Topics
• Agency Setup • Client • Finance • Reports
ECS-59528 Summary | Details
Supervisor Taskbar Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EvolvCS Client [EDIT]
  • SupervisorModule
  • Client Search
  • Client Service Entry
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • All Clients With Security Listing by PeopleID
Scenario 1: Supervisor - Supervises Self
Specific Setup:
  • Submitted events requiring approval.
  • Staff has access to Supervisor module.
  • Setup > System > EvolvCS System Setup > System Settings/Preferences.
  • "Supervisor Approval - Show All Subordinates" is checked off.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
  2. Click the "View Filters" link and set the desired filters.
  3. Click "Apply Filters".
  4. On desired service event, click on the "Actions" link.
  5. Select "Approve & Add Note".
  6. Set the desired "Notes" area and click the "Save" button.
  7. Validate the "Pending Action" column contains "Approve".
  8. Click the "Save" button.
Scenario 2: Supervisor - Supervises Subordinates
Specific Setup:
  • The "Supervisor Approval - Show All Subordinates" is checked off within "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  • Two staff records.
  • Staff 1
  • Has staff 2 indicated as their supervisor within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  • Has access to client.
  • Staff 2
  • Is set as the supervisor of staff 1 within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  • Has access Supervisor module.
Steps

Staff 1

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

Staff 2

  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval" and set the desired filters.
  2. Validate the status contains "Pending Approval".
  3. Click the "Actions" link and select "Approve & Add Note".
  4. Enter desired note and click the "Save" button.
  5. Navigate to "Client > Case Management > Service Management > Service Entry" and set the desired client.
  6. Validate the "Status" for the event is "Approved".
Scenario 3: Supervisor Module - "Approve & Add Note"
Specific Setup:
  • Event is pending approval from supervisor.
  • User has access to Supervisor module.
Steps
  1. Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval" and set the desired filters.
  2. Validate the event displays and contains status of "Pending Approval".
  3. Click on the "Actions" button and select "Approve & Add Note" from the list box.
  4. Set the desired notes.
  5. Click the "Save" button.
  6. Click the Look Up Table button to search for the same client.
  7. Click the "Apply Filters" link.
  8. Validate message displays "You have unsaved actions, all pending action swill be lost Continue?" and click the "OK" button.
  9. Validate the client previously searched displays with the same event containing a status of "Pending Approval".
  10. Click the "Actions" link and select "Approve & Add Note".
  11. Enter desired note and click the "Save" button.
  12. Validate the "Cancel Approval" button is displays.
  13. Validate the "Pending Action" cell contains "Approve".
  14. Click the "Save" button.
  15. Set desired filters and validate the approved event does not display.
Topics
• Client • Supervisor
ECS-59776 Summary | Details
Agency Re-Admission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Discharge [EDIT]
  • Agency Program Placement Service by Prog Subform
  • Agency Re-Admission [EDIT]
  • Closing Reasons - Service Track Table
  • Critical Information
  • Event Definitions (Plain)
  • New Referral to the Agency [ADD]
  • Open/Closed Status - Referrals Made
  • Outcome/Results - Service Track Table
  • Person Information [ADD]
  • Placement Events by Agency/Program - People
  • Program Listing by Agency and Service Event
  • Provider Sites by Accepting Placements Program
  • Referral Made Status Subform
  • Referral Reason Table
  • Referral Search
  • Referral Source - Referral In
  • Referral to Agency [EDIT]
  • Referral to Program from Outside Source [Edit]
  • Referral to Programs from Outside - People Edit Subform
  • Schedules
  • Unit Table
  • Wizard
  • WizardMPISearch
Scenario 1: My Pending Referrals Widget - Attendance Enrollments
Specific Setup:
  • Client is discharged from the agency.
  • User has access to client.
  • User has access to My Pending Referrals Widget.
Steps
  1. Enter a new Referral for the previously discharged client into an Attendance based program.
  2. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  3. Utilizing the "My Pending Referrals" widget, click on the icon for desired referral for the re-admission for the previously discharged client.
  4. Validate the "Placement Type" does not default and click the search.
  5. Validate "Attendance Enrollment" is available within the search and select.
  6. Enter desired "Re-Admit To Facility" and "Unit".
  7. Validate "Schedule of Sessions" is enabled and enter desired data.
  8. Enter any other desired/required information on the form and click the "Save" button.
Topics
• Program Referrals • Widgets
ECS-60016 Summary | Details
Routing NX and Treatment Plans
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • ServicePlanForm
  • ServicePlanList
Scenario 1: Validate NX Treatment Plan Routing With Audit Snapshot
Specific Setup:
  • NX Routing should be enabled.
  • Audit Snapshot should be enabled.
  • Requires a treatment plan that is set up for routing.
  • Scenario uses "NYC Treatment Plan" route.
Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Select desired client.
  3. Open desired "Treatment Plan".
  4. Click "Routing" button and begin the route.
  5. Assign the route to desired staff.
  6. Enter a note and route.
  7. Re-open the treatment plan.
  8. Validate message appears "You are viewing a snapshot of this form from {today's date/time}".
  9. Validate the treatment plan is locked and contains "Initial Signature" of the submitter.
  10. Log in as staff who the plan was submitted to.
  11. Navigate to "Client > Case Management > Plan Development > Planning".
  12. Select desired client.
  13. Open desired "Treatment Plan".
  14. Click "Routing" button and "Approve" the plan.
  15. Log in as staff who is in the "Medical Doctors" workgroup.
  16. Navigate to "Client > Case Management > Plan Development > Planning".
  17. Select desired client.
  18. Open desired "Treatment Plan".
  19. Click "Routing" button and "Approve" the plan.
  20. Validate the plan contains "Final Approval Date".
  21. Validate the plan contains all three staff signatures.
Topics
• Client • Routing • Service Entry • Treatment Plans
ECS-60038 Summary | Details
Routing NX - Routes With Validate Treatment Plan
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Print Preview
  • UpdateHistory
  • ServicePlanForm
  • ServicePlanList
Scenario 1: Validate NX Routing And Notes To Complete Widget
Specific Setup:
  • Requires an event that is linked to "Basic Approval Route".
  • Scenario assumes Routing Conversion has been completed.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select desired client.
  3. Click "Add Event".
  4. Select desired event.
  5. Fill in required fields.
  6. Save.
  7. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  8. Open the "Notes To Complete" widget.
  9. Validate the event is listed.
  10. Open the event and click "Routing" button to start the route.
  11. Validate the "Current Assignee" contains desired staff.
  12. Validate "Routing Timeline" exists with current date/time.
  13. Set "Route For Approval" input box to desired staff.
  14. Enter a note into the "Notes" field.
  15. Click "Route".
  16. Validate the event is no longer listed in the widget.
Scenario 2: NX Routing - NYC Treatment Plan Route
Specific Setup:
  • Scenario assumes Routing Conversion has been completed.
  • Requires a treatment plan that is completed and ready to be routed.
  • Requires a treatment plan that is linked to "NYC Treatment Plan Route".
  • Requires at least one staff listed in "Medical Doctors" workgroup to be set up under "Treatment Planning Workgroups".
Steps
  1. Navigate to "Client > Case Management > Plan Development > Planning".
  2. Select desired client.
  3. Open desired treatment plan.
  4. Click "Routing" button.
  5. Validate the "Current Assignee" contains desired staff.
  6. Validate "Routing Timeline" exists with current date/time.
  7. Set "Supervisor" input box to desired staff.
  8. Enter a note into the "Notes" field.
  9. Click "Route".
  10. Log off and log in as staff the event was routed to.
  11. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  12. Click "Widgets" button and select "My Routed Task NX" widget.
  13. Validate the event is listed.
  14. Open the event.
  15. Click the "Routing" button.
  16. Validate the "Current Assignee" contains desired staff name.
  17. Validate "Routing Timeline" contains the current history with date/time.
  18. Validate "Approve and Route for MD Approval" tab exists.
  19. Fill in a note and click "Route" button to approve the event.
  20. Validate the event is no longer listed in the widget.
  21. Log off and log in as a staff that is in "Medical Doctors" workgroup.
  22. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  23. Click "Widgets" button and select "My Routed Task NX" widget.
  24. Validate the event is listed.
  25. Open the event.
  26. Click the "Routing" button.
  27. Validate the "Current Assignee" contains "Medical Doctors".
  28. Validate "Routing Timeline" contains the current history with date/time.
  29. Validate "Approved By MD" tab exists.
  30. Fill in a note and click "Route" button to approve the event.
  31. Navigate to "Client > Case Management > Plan Development > Planning".
  32. Select desired client.
  33. Open desired treatment plan.
  34. Click "Signatures" button.
  35. Validate "Route for Supervisor Review" signature is listed.
  36. Validate "Approve and Route for MD Approval" signature is listed.
  37. Validate "Approved by MD" signature is listed.
Topics
• Client • Routing • Treatment Plans • Widgets
ECS-60097 Summary | Details
Workflow Scheduler Setup, Rule Type Foster Home
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency/Programs Table
  • Qualifiers Subform
  • Resource Family Search
  • Scheduler Worker Assignment Types
  • Schedules [ADD]
  • Tasks to be Scheduled
  • Trigger Dates
  • Triggering Events
  • WorkFlow Header/Grouping
  • Workflow Qualifiers
  • Workflow Rules Manager
  • Workflow Tasks [ADD]
  • Workflow Triggers [ADD]
Scenario 1: NX Workflow Scheduler - Create and Edit New Foster Home Grouping/Header and Rule
Steps
  1. Navigate to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
  2. Select the "Foster Home" Rule Type.
  3. Click "Create New Rule".
  4. Select desired "Header/Grouping".
  5. Set desired "Description".
  6. Select Qualifier "Home/Applicant Type".
  7. Select desired value.
  8. Click "Create New Trigger".
  9. Select desired trigger.
  10. Set desired "Task to be Scheduled and a "Schedule".
  11. Save.
  12. Re-open the workflow rule.
  13. Validate "Qualifier" field contains desired qualifier.
Topics
• Resource Families • Workflows
ECS-60098 Summary | Details
Uploaded Image Resizing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Select File for Upload
Scenario 1: Validate Large Uploaded Images are Resized
Specific Setup:
  • Available assortment of image files larger than 1024×576 to upload.
  • Available service event with image upload.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select Desired Client.
  3. Add Desired Image Upload Event.
  4. Upload Desired Image from setup.
  5. Click the Image File Link.
  6. Click Open.
  7. Validate Image is resized to 1024×576.
  8. Save the event.
  9. Open the event.
  10. Click the Image File Link.
  11. Click Open.
  12. Validate Image is resized to 1024×576.
Topics
• Service Entry
ECS-60099 Summary | Details
Resource Family Portal Login Page
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EvolvCS Client [EDIT]
  • RFP Mobile - Home
  • RFP Mobile - Login Screen
  • RFP Mobile - Tasks
  • RFPDefault
Scenario 1: Resource Family Portal - Validate Timeout Landing Page
Specific Setup:

User has access to Resource Family Portal page.

Steps
  1. Access "Resource Family Portal".
  2. Wait until homepage refreshes due to timeout inactivity.
  3. Validate the homepage refreshes to the login screen.
  4. Validate user can login.
  5. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  6. Set the "Inactivity Timeout (hh:mm)" field to 2 minutes.
  7. Click "Save".
  8. Navigate back to "Resource Family Portal".
  9. Verify the timeout message exists.
  10. Wait until homepage refreshes due to timeout inactivity.
  11. Verify the login page exists.
  12. Validate the message contains "You've been signed out of your account to help protect your information. Any action(such as filling out a form) that wasn’t saved has been lost. Please sign back in to resume your activity".
  13. Navigate back to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  14. Set the "Inactivity Timeout (hh:mm)" field back to the original timing.
  15. Click "Save".
  16. Log back into "Resource Family Portal"
  17. Verify the timeout message no longer exists.
  18. Wait until homepage refreshes due to timeout inactivity.
  19. Verify the login page exists.
  20. Validate the message contains "You've been signed out of your account to help protect your information. Any action (such as filling out a form) that wasn’t saved has been lost. Please sign back in to resume your activity".
  21. Navigate back to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  22. Set the "Inactivity Timeout (hh:mm)" field back to the original timing.
  23. Click "Save".
  24. Log back into "Resource Family Portal"
  25. Verify the timeout message no longer exists.
Topics
• Resource Family Portal
ECS-60100 Summary | Details
Look-Up Tables in Resource Family Portal
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Related Task - New [ADD]
  • Foster Home Milestone [EDIT]
  • Home Assignments Subform
  • Member Assignments Subform
  • Provider Sites by Program
  • Requirement With Expiration [ADD]
  • Resource Family Group Events
  • Resource Family Member Events
  • Resource Family Member Information Form Set
  • Resource Family Members
  • Resource Family Search
  • RFP Mobile - Home
  • RFP Mobile - Login Screen
  • RFP Mobile - Tasks
  • RFP Mobile - Tasks Listing View - User
  • Staff - Service Providers (by Staff_id)
Scenario 1: Resource Family Portal - Validate Navigating Look-Up Table
Specific Setup:
  • User has access to "Resource Family Portal".
  • User needs a mobile device available.
  • Events are added in the "Milestones Setup" in Agency Setup.
Steps
  1. Navigate to "Resource Families > Foster/Adoptive Home > Information > Member Information".
  2. Search and select desired family.
  3. Expand the member row.
  4. Click the "Requirements" tab.
  5. Click "Add New".
  6. Select "Add Task" from the dropdown list.
  7. Select desired task, that is included in the milestones, from the dropdown list.
  8. Fill out required fields.
  9. Click "Save".
  10. Access "Resource Family Portal".
  11. Click the "Tasks" tab.
  12. Click the "Requirements (Member)" cell.
  13. Select recently scheduled Task from the "To Do" column.
  14. Validate the look-up tables are filtered to the selected field.
  15. Fill out other required fields.
  16. Click "Save".
Topics
• Resource Family Portal
ECS-60126 Summary | Details
Period Break Rules for Consolidated Services and Calculate Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ActionsView
  • All Clients With Security Listing by PeopleID
  • AR Management
  • Cash Receipts for Remittance
  • Claim Service Lines NX Subform
  • Claim Submission 2.0 [EDIT]
  • Claims Maintenance NX Form Set
Scenario 1: Validate Calculate Rate Honors Break By Staff
Specific Setup:
  • Scenario works a client that has billed 2 services that were provided by different staff (staff A and B) on same day.
  • Client also has a third service that was provided by staff A on same day, but not yet billed.
  • Rate is set up to consolidate by day.
  • Rate is set up to "Break by Staff".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set search parameters to search for desired claim.
  4. On the first claim provided by Staff A select "Add Action" and select "Resubmit".
  5. Select "Calculate Rate".
  6. Validate the "Submission" contains desired event and it includes the second service not yet billed.
  7. On the second claim provided by Staff B select "Add Action" and select "Resubmit".
  8. Select "Calculate Rate".
  9. Validate the "Submission" contains desired event and it does not include the second service not yet billed.
Scenario 2: Validate Calculate Rate Honors Break By Place Of Service
Specific Setup:
  • Scenario works a client that has billed 2 services that were provided two different place of services.
  • Client also has a third service that was provided in a place of service as one of the claims already billed.
  • Rate is set up to consolidate by day.
  • Rate is set up to "Break by Place of Service".
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance check.
  3. Set search parameters to search for desired claim.
  4. On the first claim provided in "Place of Service A" select "Add Action" and select "Resubmit".
  5. Select "Calculate Rate".
  6. Validate the "Submission" contains desired event and it includes the second service not yet billed.
  7. On the second claim provided in "Place of Service B" select "Add Action" and select "Resubmit".
  8. Select "Calculate Rate".
  9. Validate the "Submission" contains desired event and it does not include the second service not yet billed.
Topics
• Finance
ECS-60156 Summary | Details
Multiple Qualifying Services That Have the “Use Distinct Events” Set
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 Setup NX [EDIT]
  • Billing Qualifying Services Link to Rate Subform
  • Billing Rate - Placement Based NX [EDIT]
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Claim 2.0 [EDIT]
  • Client Service Entry
  • ContractsRatesSetup
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Payers/Contracts Setup 2.0 Form Set
  • Placement NX Form Set
  • Submitter Information
Scenario 1: Validate "Use Distinct" with Multiple "Qualifying Service Lists"
Specific Setup:
  • Requires a rate that is set up to require "Qualifying Services".
  • The "Qualifying Service" list contains three different services.
  • One of the "Qualifying Service List" contains a "Min Number" of 2, "Max Number" of 3 and has the "Use Distinct Events" checked off.
  • Rate that bills "Facility Placement" services.
  • "Qualifying Service Required" and "Qualifying Service same program as billed" is checked off.
  • Enter 2 service events for the item within the "Qualifying Service List" that contains the "Min Number and "Max Number.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" to generate a billing run for the desired client.
  3. Once billing has completed, validate claims generated for the "Qualifying Event".
  4. Open desired claim and validate the "Qualifying Services Used".
Scenario 2: Validate "Use Distinct" with "Multiple Qualifying Service Lists" and Multiple Service Entries
Specific Setup:
  • Requires a rate that is set up to require "Qualifying Services".
  • The "Qualifying Service" list contains three different services.
  • One of the "Qualifying Service List" contains a "Min Number" of 2, "Max Number" of 3 and has the "Use Distinct Events" checked off.
  • Rate that bills "Facility Placement" services.
  • "Qualifying Service Required" and "Qualifying Service same program as billed" is checked off.
  • Enter events within service entry that are listed within the "Qualifying Service List" as below:
  • 2 service events for the event containing the "Min Number" and "Max Number".
  • 1 service event for one of the qualifying service.
  • 1 service event for the other qualifying service.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" to generate a billing run for the desired client.
  3. Once billing has completed, validate claims generated for the "Qualifying Event".
  4. Open desired claim and validate the "Qualifying Services Used".
Topics
• Finance • Finance Setup
ECS-60232 Summary | Details
Alerts from Non-Event Based Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • AlertListing
  • Alerts
  • Alerts - Recipients B2 Subform
  • Alerts - Send [ADD]
  • Alerts - View [VIEW]
  • Billing Batch Claims Review
  • Billing Plan Output [EDIT]
  • Claim 2.0 [EDIT]
  • Claim 2.0 [VIEW]
  • Claims Maintenance NX Form Set
  • Client Finance Related Information Form Set
  • Client Personal Information [EDIT]
  • Client Personal Information [VIEW]
  • Client Search
  • Staff (All)
Scenario 1: Validate Alerts Page
Specific Setup:

User has access to Alerts.

Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics"
  2. Search and select desired client.
  3. Click the "Send Alert" button.
  4. Fill out required fields.
  5. Click the "Send" button.
  6. Navigate to "Taskbar > Alerts > Alerts > Alerts".
  7. Click the "Message" link.
  8. Validate the page contains selected client's personal information.
  9. Click "Close".
  10. Click the "Delete" button.
  11. Click "OK" in the message window.
  12. Close out the "Alerts" page.
  13. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  14. Click the "Select a Claim" button.
  15. Search and select desired claim.
  16. Click the "Send Alert" button.
  17. Fill out required fields.
  18. Click the "Send" button.
  19. Click the "View Alerts" button.
  20. Click the "Message" link.
  21. Validate the page contains claim information.
  22. Click the "Original Billing Batch" link.
  23. Validate the page contains the original billing batch information.
  24. Click "Close".
  25. Click "Plan" link.
  26. Validate the page contains billing plan information.
  27. Click the "Plan/Contract Rates" tab.
  28. Validate the page contains plan/contract rates information.
  29. Click "Close".
  30. Click the "Client" link.
  31. Validate the page contains finance related client information.
  32. Click "Close".
  33. Close out of the "Claim" page.
  34. Click the "Delete" button in the "Alert" page.
  35. Click "OK" in the message window.
  36. Close out the "Alerts" listbox.
Topics
• Alerts
ECS-60249 Summary | Details
Routing NX 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
  • Routing Workflow Scheme
Scenario 1: Validate Routing NX Basic Approval Workflow
Specific Setup:
  • Requires an event that is linked to "Basic Approval Route".
  • Scenario assumes Routing Conversion has been completed.
Steps
  1. Navigate to "Agency Setup > Services Setup > By Program > Individual Services".
  2. Select desired "Program".
  3. Open the row for the desired event.
  4. Click "Routing Workflow Scheme".
  5. Validate desired routes are listed.
  6. Navigate to "Client > Case Management > Service Management > Service Entry".
  7. Select desired client.
  8. Click "Add Event".
  9. Select desired event.
  10. Fill in required fields.
  11. Save.
  12. Re-open the event.
  13. Validate "Routing" button is visible.
  14. Click "Routing" button.
  15. Validate new "Routing Window" is visible.
  16. Route the event to the desired staff.
  17. Login as staff event is "Routed To"
  18. Reopen the event and "Approve" the route.
Topics
• Routing • Setup
ECS-60267 Summary | Details
Calculate Rate Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ActionsView
  • AR Management
  • Cash Receipts for Remittance
Scenario 1: Validate Calculate Rate Performance
Specific Setup:

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

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

User has access to Resource Family Portal.

Steps
  1. Navigate to "Agency Setup > Agency > Milestone Setup > Foster Home".
  2. Click the "Milestone Setup" cell.
  3. Add an event for both "Home Assignments" and "Member Assignments" tables.
  4. Click "Save".
  5. Navigate to "Resource Families > Foster/Adoptive Home > Information > Requirements".
  6. Search and select desired family.
  7. Click "Add New".
  8. Select "Add Task" from the drop down list.
  9. Select recently added event from the drop down list.
  10. Fill out required fields.
  11. Click "Save".
  12. Click the "Member Information" tab.
  13. Expand desired member cell.
  14. Select "Requirements" tab.
  15. Click "Add New".
  16. Select "Add Task" from the drop down list.
  17. Select recently added event from the drop down list.
  18. Fill out required fields.
  19. Click "Save".
  20. Access "Resource Family Portal".
  21. Click the "Tasks" tab.
  22. Validate the "Requirements" tabs contain number of tasks listed in the Milestone formset member.
  23. Click the "Requirements (Family)" cell.
  24. Validate the recently scheduled task is listed in the "To Do" column.
  25. Click the "Back" button.
  26. Click the "Requirements (Member)" cell.
  27. Validate the recently scheduled task is listed in the "To Do" column.
  28. Navigate back to "Agency Setup > Agency > Milestones Setup > Foster Home" in myEvolv.
  29. Click the "Milestone Setup" cell.
  30. Remove the recently added events in both the "Home Assignments" and "Member Assignments" cell.
  31. Click "Save".
  32. Navigate back to "Resource Family Portal".
  33. Click the "Tasks" tab.
  34. Click the "Requirements (Family)" cell.
  35. Validate the event remains in the "To Do" column.
  36. Click the "Requirements (Member)" cell.
  37. Validate the event remains in the "To Do" column.
Topics
• Resource Family Portal
ECS-60301 Summary | Details
Test Questions with Disable Rules and Effective Dates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Program Services/Program-User Subform
  • Client Search
  • Client Service Entry
  • Event Category Tests People
  • Event Definition User - People [EDIT]
  • FormDesigner
  • Interface Design Form Set
  • NX Test [EDIT]
  • NX Test Setup Answers (RD) Subform
  • Test Events for People Form Set
Scenario 1: Tests With a Test Question With Both a Date Range and Disable Rule - Current Date
Specific Setup:
  • In "Agency Setup > Services Setup > By Program > Individual Services" ensure the below fields are checked.
  • "Can Submit?"
  • "Electronically Signed"
  • "Is Active"
  • In "Setup > Treatment and Tests > Test Events for People > Test Events" select "Test Events for People".
  • Select desired event.
  • Set the "Allow Completing in the Future" checkbox.
  • In "Setup > User Tools > Interface Design > Form Designer"
  • Set the "Form Family" to "Tests and Assessments (People)".
  • Set the desired form from the "Form List" which contains at least 3 questions.
  • Question 1: This will be used in the disable condition.
  • Ensure it has a Question Code "QUESTCODE" set
  • Ensure this question has an Answer with an Output Code "OUTCODE"
  • Set the "Effective From" on both the question and answer to be at least one day after the current.
  • Set the "Effective To" on the answer.
  • Question 2: This will contain the disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Question 3: This will contain a disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Ensure the "Effective To" field is not set.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select the desired client.
  3. Click "Add Event" and select the desired event.
  4. Set the "Actual Date" to today's date.
  5. Fill out all desired information and click the "Save" button.
  6. Click on the newly created event.
  7. Click on the "Submit" button.
  8. Click the "OK" button on alert message "Are you sure you wish to proceed with submitting this event(s)?".
  9. Validate the status contains "Signed/Submitted".
Scenario 2: Test With a Test Question With Both a Date Range and Disable Rule - Past Event
Specific Setup:
  • In "Agency Setup > Services Setup > By Program > Individual Services" ensure the below fields are checked.
  • "Can Submit?"
  • "Electronically Signed"
  • "Is Active"
  • In "Setup > Treatment and Tests > Test Events for People > Test Events" select "Test Events for People".
  • Select desired event.
  • Set the "Allow Completing in the Future" checkbox.
  • In "Setup > User Tools > Interface Design > Form Designer"
  • Set the "Form Family" to "Tests and Assessments (People)".
  • Set the desired form from the "Form List" which contains at least 3 questions.
  • Question 1: This will be used in the disable condition.
  • Ensure it has a Question Code "QUESTCODE" set
  • Ensure this question has an Answer with an Output Code "OUTCODE"
  • Set the "Effective From" on both the question and answer to be at least one day after the current.
  • Set the "Effective To" on the answer.
  • Question 2: This will contain the disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Question 3: This will contain a disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Ensure the "Effective To" field is not set.
  • Event on client record containing a date within the past and within "Pending Submission" status.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select the desired client.
  3. Click "Actions" on the event that is "Pending Submission".
  4. Select "Submit Service".
  5. Click "Yes" on the alert message "Are you sure you wish to submit this event".
  6. Click the "OK" button.
  7. Validate the event contains a status of "Signed/Submitted".
Scenario 3: Tests With a Test Question With Both a Date Range and Disable Rule - Future Date
Specific Setup:
  • In "Agency Setup > Services Setup > By Program > Individual Services" ensure the below fields are checked.
  • "Can Submit?"
  • "Electronically Signed"
  • "Is Active"
  • In "Setup > Treatment and Tests > Test Events for People > Test Events" select "Test Events for People".
  • Select desired event.
  • Set the "Allow Completing in the Future" checkbox.
  • In "Setup > User Tools > Interface Design > Form Designer"
  • Set the "Form Family" to "Tests and Assessments (People)".
  • Set the desired form from the "Form List" which contains at least 3 questions.
  • Question 1: This will be used in the disable condition.
  • Ensure it has a Question Code "QUESTCODE" set
  • Ensure this question has an Answer with an Output Code "OUTCODE"
  • Set the "Effective From" on both the question and answer to be at least one day after the current.
  • Set the "Effective To" on the answer.
  • Question 2: This will contain the disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Question 3: This will contain a disable rule.
  • Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
  • Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
  • Ensure the "Effective To" field is not set.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select the desired client.
  3. Click "Add Event" and select the desired event.
  4. Set the "Actual Date" to a future date.
  5. Fill out all desired information and click the "Save" button.
  6. Click on the newly created event.
  7. Click on the "Submit" button.
  8. Click the "OK" button on alert message "Are you sure you wish to proceed with submitting this event(s)?".
  9. Validate the status contains "Signed/Submitted".
Topics
• Forms
ECS-60357 Summary | Details
Foster Home Milestones
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Foster Home [EDIT]
  • Foster Home Milestone [ADD]
  • Foster Home Milestone [EDIT]
  • Foster Home Type look up table
  • GenericBrowse
  • Home Assignments Subform
  • Look-up Tables Maintenance - Extended
  • Member Assignments Subform
  • Resource Family Group Events
  • Resource Family Member Events
  • Resource Family Search
  • Tables Maintenance - Extended Form Set
Scenario 1: Resource Family Portal - Validate Type of Home LUT Options
Specific Setup:

User has access to Resource Families.

Steps
  1. Navigate to "Setup > System > Table Maintenance - Extended > Tables".
  2. Click the "Select Table" button.
  3. Search and select desired table. (Facility Type was used for this test).
  4. Edit or add a new row.
  5. Check the "Foster Home" checkbox.
  6. Click "Save".
  7. Navigate to "Agency Setup > Agency > Milestone Setup > Foster Home".
  8. Click "Add New".
  9. Select "Foster Home Milestone" from the drop down list.
  10. Fill out required fields.
  11. Validate the recently updated table description is listed in the "Type of Home" look-up table.
  12. Select the description.
  13. Click "Save".
  14. Navigate to "Resource Families > Foster/Adoptive Home > Information > General Information".
  15. Click the "Select Family" button.
  16. Search and select desired resource family.
  17. Click the "Type" look-up table button.
  18. Verify the recently added table description exists.
  19. Select the description.
  20. Click "Save".
Topics
• Resource Family Portal
ECS-60385 Summary | Details
Amend Group Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Get Date Time [EDIT]
  • Select Group
  • Agency [EDIT]
  • Program by Person and Enrollment
Scenario 1: Validate Amended An Event Via Service Entry
Specific Setup:
  • Requires an event that is set up to be locked, such as "Can Submit".
  • Requires a staff that has "Amend" rights to the event.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry
  2. Select desired client.
  3. Click "Add Event" and select desired event.
  4. Fill in required fields.
  5. Save.
  6. Submit the event for approval.
  7. Click "Actions" button and select "Amend Service".
  8. Select desired reason.
  9. Add any additional reasons.
  10. Validate the event opens up in "Edit" mode.
  11. Validate it contains "Amendment" reason.
  12. Close the window.
  13. Validate the previous event contains a strikethrough with a status of "Amended".
  14. Validate the new event is listed.
Scenario 2: Validate Group Event Can Be Amended
Specific Setup:
  • Requires a group event that can be locked.
  • Scenario works with a group event that is set up as "Can Submit".
  • Staff should have "Amend Rights" to the event.
Steps
  1. Navigate to "Groups > Service Management > Service Management > Service Entry".
  2. Select desired "Group".
  3. Enter desired "Group Event".
  4. Submit the event for approval.
  5. Click "Actions" button.
  6. Validate "Amend Service" button is listed.
  7. Select "Amend Service".
  8. Enter "Amend Reason".
  9. Save.
  10. Validate the "Amended Event" opens.
  11. Validate it contains "Amendment" SubForm with the "Amend Reason".
  12. Close the event.
  13. Validate the previous event contains a "Strikethrough" and the status is "Amended".
  14. Validate the new event is in "Modifiable" status.
Scenario 3: Validate Supervisor Can Amend Event When Limit Amend Is Checked
Specific Setup:
  • Staff's navigation has access to desired form.
  • Staff has supervisor on record.
  • Worker Roll has access to all for desired event.
  • The field "Electronically Signed?" is checked on the desired event within "Agency Setup > Services Setup > By Program > Individual Services".
Steps
  1. Login utilizing Staff A, of which is supervised by Staff B.
  2. Navigate to "Client > Public Health > Primary Care > Visits".
  3. Select desired client.
  4. Click the "Add New" button, and select "Primary Care Visit", from the listing.
  5. Set the remainder of the desired field and click the "Save" button.
  6. Click the "E-Sign" button.
  7. Click "OK" on the alert message containing "Are you sure you want to electronically sign this event? The contents will no longer be editable once it is signed."
  8. On the newly created event, validate the "Status" contains "Signed".
  9. Login utilizing Staff B.
  10. Navigate to "Client > Public Health > Primary Care > Visits".
  11. Select the same desired client.
  12. On the event that contains the "Status" of "Signed, click the "Actions" button.
  13. Select "Amend Service".
  14. Validate the "Additional Comments" message box containing "If you would like to save additional reason comments for the amendment, please enter below".
  15. If desired, set the "Additional Reason Comment" and click on "Save Additional Reason Comment" or click the "Amend No Comment.
  16. Click the "Refresh" button, and validate the "Status" text contains "Amended".
  17. Validate a new event is created containing the original data prior to the amend process.
Topics
• Agency Setup • Client • Event Setup • Groups • Service Entry
ECS-60403 Summary | Details
Resource Family Portal
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alerts - Recipients RFP Staff Subform
  • Alerts - Send To Resource Family Portal Staff [ADD]
  • General requirements (Single Day) [ADD]
  • General requirements (Single Day) [VIEW]
  • Resource Family Portal
  • Staff (RFP)
Scenario 1: Resource Family Portal - Parent Portal
Specific Setup:
  • Applicant that is a member of the Resource Family, should have portal access through "Resource Families > Applicants > Information > Member Information".
  • User has access to Family Parent portal.
  • Event that can be submitted.
Steps
  1. Login into the Family portal.
  2. Click on the client name.
  3. Click the "Add New" button and select "Add Event".
  4. Select desired event and set the desired/required fields including the "Completed Date".
  5. Click the "Save" button.
  6. Validate the newly created event displays within the "Completed Events".
  7. Click "X" to close.
Topics
• Resource Family Portal
ECS-60434 Summary | Details
Resource Family Home Placements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Related Task - New [ADD]
  • Client Search
  • Client Service Entry
  • RFP Mobile - Home
  • RFP Mobile - Login Screen
  • RFP Mobile - My Family
  • RFP Mobile - My Family - Fostering Family
  • RFP Mobile - My Family - Placement Tasks
  • Staff - Service Providers (by Staff_id)
Scenario 1: Resource Family Portal - Validate Due Tasks Showing In Placements and Fostering Family
Specific Setup:
  • User has access to the Resource Family Portal.
  • Resource Family has Placements.
  • Placement must be an individual client enrolled in another program separate from the one tied to the Resource Family.
  • Staff must have access to service events in event security.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Search and select desired client that is linked to a resource family.
  3. Click the "Schedule Task" button.
  4. Select desire task from the drop down list.
  5. Select a staff that is not linked to a resource family in the "Staff Responsible" field.
  6. Fill out required fields.
  7. Click "Save".
  8. Access "Resource Family Portal".
  9. Click the "My Family" tab.
  10. Validate the "Number of Task" cell remains the same number in the "Fostering Family" row.
  11. Select currently used client from the "Placements" row.
  12. Validate the recently scheduled task is not listed in the "To Do" column.
  13. Click the "Back" button.
  14. Navigate back to "myEvolv".
  15. Click the "Schedule Task" button.
  16. Select same task from the drop down list.
  17. Set the "Staff Responsible" field to staff member linked to resource family.
  18. Fill out required fields.
  19. Click "Save".
  20. Navigate back to "Resource Family Portal".
  21. Validate the "Number of Tasks" cell has increased by one in the "Fostering Family" row.
  22. Select previously used client in the "Fostering Family" row.
  23. Validate the recently scheduled task is listed.
Topics
• Resource Family Portal
ECS-60572 Summary | Details
Billing Execution Interval
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EvolvCS Client [EDIT]
Scenario 1: "Billing Execution Interval" Value
Specific Setup:

User has access to Setup module.

Steps
  1. Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
  2. Select "Billing Preferences" from the form line listing.
  3. Set the "Billing Execution Interval" input box to 60.
  4. Click the "Save" button.
  5. Set the "Billing Execution Interval" input box to 61.
  6. Navigate off the field, and validate "Invalid entry. The value must be between 1 and 60." displays.
  7. Click the "OK" button.
  8. Set the "Billing Execution Interval" input box to desired minutes.
  9. Click the "Save" button.
Topics
• Setup
ECS-60755 Summary | Details
CareFabric Receiver Revision Version
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > System Maintenance > CareFabric > SDK Health Check
Scenario 1: CareFabric Receiver Revision Version
Steps

Internal Testing Only
Topics
• Taskbar

myEvolv_NX_11.0.0100.01_Details.csv