myEvolv NX 11.0.0100.02 Acceptance Tests

• The "Output Contract# on Service Line from Rate/Service" is set on the Receiver Setup X12.
• The billing plan rates setup has desired information within the "Contract No" field.
• User has access to Finance Setup module and Finance module.

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, open batch and click "Create Output".
4. Click "Download Electronic File" and validate output contains desired Contract Code within loop 2400 CN1-06 segment.

• The "Output Contract# on Service Line from Rate/Service" is set on the Receiver Setup X12.
• The billing plan rates setup has desired information within the "Contract No" field.
• Voided claim on record.
• User has access to Finance Setup module and Finance module.

1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
2. Click "New Run" to generate an "Action Based" billing run for the desired client.
3. Open batch and click on "Create Output".
4. Click "Download Electronic File" and validate output contains desired Contract Code within loop 2400 CN1-06 segment.

• Agency > Staff & Security > Staff Information > Work Schedule contains a "Workday" where "Start Time" and "End Time" differ for two different "Location/Site".
• Staff has access to Front Desk.

1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
2. Set the desired "Location" and "Date".
3. Click the "View Calendar" button.
4. Validate the schedule contains the desired available times.
5. Schedule an appointment for the first location and close the Front Desk Calendar window.
6. Set a different "Location" with the same "Date" as previously set.
7. Click the "View Calendar" button.
8. Validate the schedule contains the desired available times.
9. Schedule an appointment for the second location and close the Front Desk Calendar window.
10. Set the "Location" and "Date" used from the first appointment scheduled.
11. Click the "Apply Filters" button and validate the newly created appointment is present within the "Scheduled" column.
12. Set the "Location" and "Date" used from the second appointment scheduled.
13. Click the "Apply Filters" button and validate the newly created appointment is present within the "Scheduled" column.

• Write off action has been performed in an open month.
• User has access to Finance module.

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Set search parameters to search for desired "Claim".
3. Open the transaction history and delete the write off and denial transaction.
4. Validate the GL Transactions are within the opened month.

• Write off action has been performed in a posted month.
• User has access to finance module.

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Set search parameters to search for desired "Claim".
3. Open the transaction history and delete the write off and denial transaction.
4. Validate the GL Transactions are within the next opened month.

• Claim with an overpayment action has been performed in a closed month.
• User has access to Finance module.

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Set search parameters to search for desired "Claim".
3. Open the transaction history and delete the overpayment.
4. Validate the GL Transactions are within the next opened month.

• Claim on record containing an overpayment posted in an opened month.
• User has access to Finance module.

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Set search parameters to search for desired "Claim".
3. Open the transaction history and delete the overpayment.
4. Validate the GL Transactions are within the opened month.

• Rate History is checked for " Allow to bill non overnight stay".
• Client has transferred beds within the same Facility.

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".

• Rate History is checked for " Allow to bill non overnight stay".
• Client has transferred to a different Facility.

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.

• 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.

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".

• 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.

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".

• Service event has the "Draft Service Option" set.
• User has access to client.

1. Navigate to "Client > Case Management > Service Management > Service Entry".
2. Select desired client.
3. Click the "Add Event" button and select event.
4. Fill out desired information and click the "Save as Draft" button.
5. Utilizing the same client, navigate to "Client > Case Management > Plan Development > Planning".
6. Enter new treatment plan and submit for approval.
7. Utilizing the same client, navigate to "Client > Client Information > Critical Information > Enrollment Information".
8. Close the program enrollment.
9. Navigate to "Client > Case Management > Service Management > Service Entry".
10. Review the previously entered event and validate the status contains "Draft".
11. Navigate to "Client > Case Management > Plan Development > Planning".
12. Review the previously entered treatment plan and validate the status contains "Submitted for Approval".

• 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.

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.

• 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.

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.

• Client contains an event with SubReport data entered.
• User has access to client and Client module.

1. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
2. Select desired template.
3. Select desired events and click the "Submit" button.
4. Set the desired "Description" and click the "Run Now" button.
5. Once output is retrieved, validate the SubReport data and print.

• 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.

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.

• Event is pending approval from supervisor.
• User has access to Supervisor module.

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.

• 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.

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".

• ABA enabled myEvolv environment.
• Access to ABA Behavior Tracking Application on an iPad.
• Desired event has the below fields checked off.
• "Can Submit?"
• "Electronically Signed?"
• "Auto-Submit/Sign?"

1. myEvolv
2. Navigate to Client > Case Management > Service Management > Service Entry and select desired client.
3. Schedule an "ABA 1: 1 Session".
4. Validate the event contains a "Status" of "Scheduled".
5. CarePOV Behavior Tracking: ABA
6. Open the desired appointment and start the session.
7. Enter desired information and save the session.
8. myEvolv
9. Navigate to "Client > Case Management > Service Management > Service Entry" for the same client.
10. Validate the previously scheduled event "Status" has been updated to reflect "Signed/Submitted".

• Desired event does not contain the "Auto-Submit/Sign?" checked.
• ABA enabled myEvolv environment.
• Access to ABA Behavior Tracking Application on an iPad.

1. myEvolv
2. Navigate to Client > Case Management > Service Management > Service Entry and select desired client.
3. Schedule an "ABA 1: 1 Session".
4. Validate the event contains a "Status" of "Scheduled".
5. CarePOV Behavior Tracking: ABA
6. Open the desired appointment and start the session.
7. Modify the end time to an hour prior to the start time and save.
8. myEvolv
9. Navigate to "Client > Case Management > Service Management > Service Entry" for the same client.
10. Validate the previously scheduled event "Status" has been updated to reflect "Draft".

Internal testing only.

• Client is discharged from the agency.
• User has access to client.
• User has access to My Pending Referrals Widget.

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.

• Time slots available on the calendar.
• User has access to Front Desk NX.

1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
2. Set the desired "Location" and "Date".
3. Click on the "View Calendar".
4. Set any desired filters.
5. Validate time slot beginning and end times.
6. Maximize the window.
7. Validate time slot beginning and end times.
8. Minimize the window.
9. Validate time slot beginning and end times.
10. Close the window.

• Active rate history on record.
• User has access to Finance Setup.

1. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
2. Choose desired payer.
3. Expand the "Active Rate History."
4. Click on the "Actions" button and choose the "Renew" option.
5. Set the "New Rate Name".
6. Set the "Effective Date" to the same "Effective Date" as another item within the "Active Rate History".
7. Click the "Continue" button.
8. Make any desired modifications to the new rate and click "Save".
9. Validate the "Effective Date" on the renewed rate.

• 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.

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".

• 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.

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".

• Claim(s) are within a "Held" status.
• Claim on record for with bulk action.
• User has access to Finance module.

1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
2. Set search parameters to search for desired claims.
3. Click "Add Action" and select "Resubmit".
4. Select "Calculate Rate".
5. Set the desired "Transaction Month" and click the "Save" button.
6. Navigate to "Finance > Claim Maintenance > Held Claims > Claim Submission Information".
7. Search and select the desired held claim.
8. Check off the "Released by User" and the "Released To Be Sent to Payer" checkboxes.
9. Click the "Save" button.
10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
11. Click the "Refresh" button.
12. Validate the bulk action billing run does not contain the held claim previously released.
13. Click the "New" button and select "Immediate Run".
14. Set the parameters containing information for the previously held claim.
15. Once the billing run completes, validate it contains the previously held claim.

• 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.

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".

• 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.

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".

• 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.

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".

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

1. Set the desired "Username" field.
2. Ensure the "Use Active Directory?" checkbox is unchecked.
3. Click the "Next" button.
4. Click the "Forgot Password?" link and set the desired "Email Address".
5. Click the "Reset Password" button.
6. Validate message stating "If an account is associated with the desired email you will get a password reset link to your inbox".
7. Open email and click on the "here" link.
8. Set the "New Password" and "Confirm Password" fields.
9. Click the "Change Password" button.
10. Validate user can login with the new password.

• 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.

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.

• Requires claim(s) that contain single service that are ready to be remitted.
• Requires an "835 Remittance File".

1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
2. Click on "Upload File".
3. Select "Upload 835".
4. Click "Choose File".
5. Select desired 835 file.
6. Set "Deposit Date".
7. Click "Upload" button.
8. Wait for file to upload.
9. Validate "Upload Message".
10. Close the "Import" window.
11. Click "Actions" button.
12. Select "Remittance Report".
13. Validate the report displays desired claims with desired statuses.

• Requires multi service line claims that are ready to be remitted.
• Requires an 835 Remittance File.

1. Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
2. Click on "Upload File".
3. Select "Upload 835".
4. Click "Choose File".
5. Select desired 835 file.
6. Set "Deposit Date".
7. Click "Upload" button.
8. Wait for file to upload.
9. Validate "Upload Message".
10. Close the "Import" window.
11. Click "Actions" button.
12. Select "Remittance Report".
13. Validate the report displays desired claims with desired statuses.

User has access to Setup module.

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.