myEvolv NX 11.0.0100 Acceptance Tests

ECS-46417 Summary | Details

Batch Letters

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Batch Letter Preview
Letter Event Template
Taskbar > Document Management > Document Management > Batch Letters
Batch Letter [ADD]

Scenario 1: Batch Letters - Validation "Batch Letters", "Suppress" Check Box Parameters Function

Specific Setup:

A date range will be entered that will produce at least one client.
Any letter can be selected.
A Logo will exist for the Agency.

Steps

Navigate to "Taskbar > Document Management > Document Management > Batch Letters"
Select the letter to be used.
Select the "From" and "Through" dates to be used.
Validate the "Suppress Page Overview" is checked.
Validate the "Suppress Page Header" is checked.
Validate the "Suppress Agency Logo" is checked
Validate the "Suppress Page Number" is checked.
Select "Get Clients"
Preview the letter.
Validate the "Suppress Page Overview" does not display.
Validate the "Suppress Page Header" does not display.
Validate the "Suppress Agency Logo" does not display.
Validate the "Suppress Page Number" does not display.
Close the preview.
Uncheck the "Suppress Page Overview".
Uncheck the "Suppress Page Header".
Uncheck the "Suppress Agency Logo".
Uncheck the "Suppress Page Number".
Preview the letter.
Validate the "Patient Name", "Date Of Birth", "Gender", and "ID Number" column name display.
Validate the "Patient Name", "Date Of Birth", "Gender", and "ID Number" data displays.
Validate the "Header" displays. This will be the Agency Name and "Form" name from "Form Designer".
Validate the "Agency Logo" displays.
Validate the "Page Number" displays.
Validate only one page will display

Scenario 2: Batch Letters – Validate the “From” and “Through” Date Will Display Active Clients for That Period of Time

Specific Setup:

Eight clients are enrolled. All clients are enrolled on 10/1/2019. These can be any clients. For this test they are named "C" followed by a number.
All clients are enrolled on 10/1/2019.
C1 - start date 10/1/2019 8 am no end date.
C2 – start date 10/1/2019 12 am end date 12/31/2019 8 am
C3 – start 10/1/2019 8 am end date 10/31/2019 10 am
C4 – start 10/1/2019 8 am end date 10/20/2019 10 am
C5 – start 10/1/2019 8 am no discharge date
C6 – start 10/1/2019 8 am no discharge date.
C7 - start 10/1/2019 8 am no discharge date.
C8 - start date 10/1/2019 8 am to 10/20.2019 5 pm. Second enrollment starts 12/19/2019 at 12:25 no discharge date.

Steps

Navigate to "Taskbar > Document Management > Document Management > Batch Letters".
Select the letter event.
For the "From Date" enter "9/1/2019" and for the "Through Date" enter "9/30/2019".
Click "Get Clients".
Validate none of the clients in the setup/permissions display.
For the "From Date" enter "10/1/2019" and for the "Through Date" enter "10//1/2019" Testing to validate clients enrolled on 1 specific day works.
Click "Get Clients".
Validate all the clients in the setup/permissions display.
For the "From Date" enter "10/1/2019" and for the "Through Date" enter "10//2/2019". Testing a range of dates and none had a discharge at this time.
Click "Get Clients".
Validate all the clients in the setup/permissions display.
For the "From Date" enter "10/1/2019" and for the "Through Date" enter "1//28/2020". This is testing the multiple enrollments.
Click "Get Clients".
Validate all the clients in the setup/permissions display.
For the "From Date" enter "11/1/2019" and for the "Through Date" enter "1//28/2020". This is testing to ensure all clients discharged prior to 11/1 do not display.
Click "Get Clients"
Validate the clients that will not display on the list are C3 and C4.
Validate all other clients in setup/permissions display.
For the "From Date" enter "10/19/2019" and for the "Through Date" enter "1//28/2020". This is testing the multiple enrollment date client.
Click "Get Clients".
Validate all the clients in the setup/permissions display.
For the "From Date" enter "10/30/2019" and for the "Through Date" enter "1//28/2020". This is testing multiple enrollment dated client.
Click "Get Clients".
Validate client C4 does not display on the list. They were discharge prior to the start date.
Validate all other clients display in the setup/permissions.
For the "From Date" enter "10/21/2019" and for the "Through Date" enter "12/1/2019". This is testing multiple enrollment dated client,
Click "Get Clients".
Validate client C4 does not display on the list. They were discharged prior to 10/21.
Validate client C9 does not display on this list. They had no active enrollments for this period.
Validate all other clients display in the setup/permissions.
For the "From Date" enter "1/28/2020" and for the "Through Date" enter "1/28/2020". This will show only clients that are currently active.
Click "Get Clients".
Validate clients C2, C3, C4, will not display. They have discharge dates before "1/28/2020".
Validate Client C1,C5,C6,C7,C7 will display. They are active clients.
For the "From Date" enter "1/28/2020" and for the "Through Date" enter "1/28/2020". This will show only clients that are currently active.
Click "Get Clients".
Validate all clients display that are active. This would be C1, C5,C6,C7,C9,
Validate clients that are not active will not display. These are clients C2,C3,C4.

Scenario 3: Validate Batch Letters Page Loads

Specific Setup:

Access to "Taskbar > Document Management > Document Management > Batch Letters".

Steps

Navigate to "Taskbar > Document Management > Document Management > Batch Letters".
Validate "Select Letter" lookup table exists.
Validate "Program Enrollment Dates" From and To Dates exist.
Validate "Suppress Page Overview", "Suppress Page Header", "Suppress Agency Logo" and "Suppress Page Number" are checked.
Validate "Clients As Per Patient Statement Balance Active", "Benefit Assignment Suppress" and "Confidential Clients/Services/Programs" are not checked.
Validate Parameters table exists.

Topics

• Taskbar

ECS-49602 Summary | Details

Workflow Scheduling

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Reports Form Set
Client Search
Critical Information
Date Intervals
Manage Tasks (for Discharged Client)
Program Enrollment [Edit]
Program Listing - All
Program listing by Agency
Qualifiers Subform
Rule Designer [ADD]
Scheduled/Due Tasks-Outstanding [VIEW]
Schedules [ADD]
Tasks to be Scheduled
Trigger Dates
Triggering Events
Worker Role (to a client or in a workgroup) Staff
Workflow Programs Responsible B2 Subform
Workflow Qualifiers
Workflow Rules Manager
Workflow Tasks [ADD]
Workflow Triggers [ADD]
Program Enrollments by Service Track
Worker Assignment - Primary Worker [ADD]
Worker Assignments [DELETE]
Worker Role (to a client or in a workgroup) Table

Scenario 1: Validate Scheduled Tasks Using Inactive Program Enrollment

Specific Setup:

Workflow rule that has an inactive program qualifier.
Client needs to be actively enrolled into the program linked to the workflow rule.
Program enrollment needs to have multiple worker assignments.

Steps

Navigate to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
Click the "Select a Rule Type" button.
Select "Client" from the drop down list.
Click the "Create new workflow rule" button.
Select "Program Enrolled (Inactive)" from the "Qualifier" LUT button.
Fill out other required fields.
Check the "Is Active" checkbox.
Click "Save".
Navigate to "Client > Reports > At a Glance > Schedule Rules Links".
Search and select desired Client.
Validate the workflow rule, linked to the inactive program enrolled qualifier, is not listed.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Click the "Display Menu of Actions" button.
Select "Correct/Close Program Enrollment" from the dropdown list.
Fill out the required "Actual End Date-Time [EST]" input boxes.
Click "Save".
Navigate to "Client > Reports > At a Glance > Schedule Rules Links".
If necessary, click the "Refresh" button.
Verify the workflow rule, linked to the inactive program enrolled qualifier, exist.
Click the "Scheduled/Due Tasks" tab.
Validate the scheduled task, linked to the inactive program enrolled workflow rule, is listed.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Click the "Display Menu of Actions" button.
Select "Correct/Close Program Enrollment" from the dropdown list.
Remove end date and time.
Click "Save".
Navigate to "Client > Reports > At a Glance > Schedule Rules Links".
Validate the workflow rule is no longer listed.
Click the "Scheduled/Due Tasks" tab.
Validate the scheduled task is no longer listed.

Scenario 2: Validate Last Primary Worker If Worker Role Not Found

Specific Setup:

A workflow rule, with an "Program Enrolled(active)" qualifier needs to be setup.

Steps

Navigate to "Client > Reports > At a Glance > Scheduled/Due Tasks".
Search and select desired Client.
Validate the scheduled "Task" is listed.
Click the "Schedule Rules Links" tab.
Validate the active workflow rule is listed.
Navigate to "Client > Client Information > Critical Information > Worker Assignments".
Delete a "Primary Worker Assignment" linked to the Program that is in the workflow rule.
Click "Add New".
Select "Primary Worker Assignment" from the "New Events" drop down list.
Fill out requirements.
Set the "Worker Role" field to a worker role that is outside of the workflow rule.
Click "Save".
Click the "Actions" button.
Select "Realign Scheduled Tasks" from the drop down list.
Click the "OK" button.
Click "OK" button on the success window.
Navigate to "Client > Reports > At a Glance > Schedule Rules Links".
If necessary, click the "Refresh" button.
Validate the workflow rule is listed.
Click the "Scheduled/Due Tasks" tab.
If necessary, click the "Refresh" button.
Validate the scheduled task contains "Primary worker of the program when the worker roles do not match the workflow rule".

Topics

• Workflows

ECS-51934 Summary | Details

Facility Providing Service Will Reflect Active Agency Program Service Links

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
Provider Sites by Program

Scenario 1: Validate Inactive Event Will Not Display Within Service Entry

Specific Setup:

Same event(s) set within "Agency Setup > Services Setup > By Program > Individual Services" containing different locations within the "Service Facility" field.
One event is marked as "Active".
One event is marked as not "Active".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry"
Click the "Select Client" button and set the desired client.
Within the desired program click the "Add Event" button.
Select the desired event filling out all the desired fields.
Click on the "Facility Providing Service" search to display the look up table.
Validate only the active events with the "Facility Providing Service" display.
Set the "Facility Providing Service".
Click the "Save" button.

Topics

• Agency Setup • Service Entry

ECS-52521 Summary | Details

Claim Details Report

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Any Claim Status
Claim Remittance Status
Report Parameters PickList
Report Selection Picklist
Report: Claim Details Report Secure

Scenario 1: Validate Claim Details All Claims Report Loads

Specific Setup:

Available Claim in system with "Denied" Status.

Steps

Navigate to "Finance > Reports > Secure Clients > Claim Details".
Set "Report Selection" to "All Claims".
Set "Parameter" to "Claim Status - Any".
Set the "Value" to "Denied".
Preview report.
Validate Report loads.
Close the Report.
Set "Parameter" to "Claim Status - Current".
Set the "Value" to "Denied".
Preview report.
Validate Report loads.

Topics

• Finance

ECS-52643 Summary | Details

Treatment Plan - Print Form with Attached Assessments

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Print Preview
Program by Client's Service Track and Service
Provider Sites by Program
ServicePlanForm
ServicePlanList
ServicePlanProcess
Test 2 Event Link - People Subform
Tests / Measures (for Persons)

Scenario 1: Treatment Plans - "Print with Assessments"

Specific Setup:

Initial and Review Treatment Plans that are set up with "Has Assessment Link?" enabled.
Available Initial Treatment Plan ready for Review.

Steps

Navigate to "Client > Case Management > Plan Development > Planning".
Select desired client.
Click "Start New Plan".
Fill form and attach an Assessment under "Test links".
Save and re-open the Treatment Plan.
Click "Print > Print with Assessments".
Validate Print Preview displays Treatment Plan.
Validate the Assessments display in Print Preview.
Close and Review desired Treatment Plan.
Fill form and attach an Assessment under "Test links".
Save and re-open the Review Treatment Plan.
Click "Print > Print with Assessments".
Validate Print Preview displays Treatment Plan.
Validate the Assessments display in Print Preview.

Topics

• Client

ECS-52710 Summary | Details

Reports for Client Problems/Needs

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Managing Offices for Reports
PDF
Report Parameters PickList
Report Selection Picklist
Report: Client Problems/Needs

Scenario 1: Validate "Problems/Needs" Report Order By Client Name

Specific Setup:

User has access to "Problems/Needs" report.

Need multiple clients that contain problem/needs on record.

Steps

Navigate to "Reports > Clients > Services & Treatment > Client Problems/Needs".
Set the "Through Date" to the current date.
Click the "Report Selection" button.
Select "Order by: Client Name".
Search and select desired parameter in the "Parameters" field.
Search and select desired value in the "Values" field.
Click "Preview".
In the "Client Problems/Needs" Report.
Validate the report shows information selected in the "Parameters" and "Values" fields.
Validate the "Clients" are ordered by client's last name.
Click "Close".

Topics

• Reports

ECS-52978 Summary | Details

Critical Information Agency Intake

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Agency Placement [EDIT]
Client Search
Critical Information

Scenario 1: Validate Client Agency Intake Date Can Be Updated in Different Time Zones

Specific Setup:

Client currently enrolled in agency.
Have the ability to change time zone.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select desired Client.
Open Agency Intake form.
Change the intake date to one day before the current intake date.
Save and validate changes are saved.
Logout.
Change device to a different time zone.
Login to myEvolv.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select desired Client.
Open Agency Intake form.
Change the intake date to one day before the current intake date.
Save and validate changes are saved.

Topics

• Client

ECS-53379 Summary | Details

Aging Report

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

All Clients With Security for Reports
As of Month/Year w Params and Selection [ADD]
Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set
Report Parameters PickList
Report Selection Picklist
Report: Account Receivable Balances
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
Claim Submission Subform 2.0 Subform
Claim/Invoice Batch [VIEW]
FinanceClaims
Immediate Billing Run Request [ADD]
Submitter Information
Save Reports
Scheduled Reports [ADD]

Scenario 1: Aging Report “Exclude From Aging” – Claims With Single Submission

Specific Setup:

Claim within a sent batch.

Steps

Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
Set "As of Month" and "As of Year" fields.
Set the "Report Selection" to "Aging Details by Receiver - Age From Service Date".
Set the Parameter to "Client" and set the desired client.
Click on desired claim.
Click on the "Submissions" tab.
Click "Actions" and select "Open Form"
Check "Exclude from Aging Reports" and click the "Save" button.
Click "X" to close the submission window and close the report.
Click "Preview".
Validate the claim that was set with "Exclude from Aging Reports" is not present on the output.
Click the "Close" button.

Scenario 2: Aging Report “Exclude From Aging” – Claims With Multiple Submissions

Specific Setup:

Claim with multiple submissions within sent batches.

Steps

Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
Set the "As Of Month", "As Of Year", and "Report Selection" fields.
Set the Parameter to "Client" with the desired client in the "Value" field.
Click the "Preview" button.
Validate the output contains the desired client.
Click the desired claim number that contains multiple submissions.
Click on the "Submissions" FormSet.
Click "Actions" and select "Open Form" on the second submission.
Check off "Exclude from Aging Reports" and click the "Save" button.
Click "X" to close the window.
Click the "Close" button on the report.
Click the "Preview" button.
Validate the claim excluded is not present on the output and click the "Close" button.

Scenario 3: A/R Account Balance Report

Steps

Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
Set desired "Parameters".
Click "Display SQL".
Confirm content includes "rpt_account_balances_20".

Topics

• Finance

ECS-54522 Summary | Details

Electronic Visit Verification - "SendTelephonyPatient" Message

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Personal Information [EDIT]
Client Search

Scenario 1: EVV - SendTelephonyPatient

Steps

Internal testing only.

Topics

• Third Party Solution

ECS-54569 Summary | Details

BedBoard

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Beds Table
Client Critical Information Form Set
Client Search
Critical Information
Enrollment Transfer Type Look-up Table
Events To Do Quick Transfer
Facilities for Restrictions Subform
Facility Placement for a Person [EDIT]
Initial Enrollment for New Person [ADD]
New Referral to the Agency [ADD]
Open/Closed Status - Referrals Made
Outside Organizations - distinct
Person Information [ADD]
Placement Events by Agency/Program - People
Placement Events by Agency/Program - People2
Program Enrollment [Delete]
Program Enrollment From Service Track [ADD]
Program Enrollments by Service Track
Program Listing by Agency and Service Event
Program Listing By Agency and Worker
Program Transfer [ADD]
Provider Sites by Program
Provider Sites by Program (Vacancy)
Referral Made Status Subform
Referral Reason Table
Referral Search
Referral Source - Referral In
Referral Status Reason
Referral to Program from Outside Source [Edit]
Referral to Programs from Outside - People Subform
Restrictions Minor [ADD]
Service Providers
Staff - Service Providers (Caseloads - Zip Zones)
Unit Table
Wizard
WizardMPISearch
Worker Assignments [ADD]
Worker Role (to a client or in a workgroup) Table
Worker Transfer [ADD]

Scenario 1: BedBoard Messages- Validate When Checked "Is BedBoard SSO Enabled?" Enables "BedBoard" Messages

Specific Setup:

Internal testing only.

Steps

Internal testing only.

Scenario 2: BedBoard Messages- Validate When The Check Box "Is BedBoard SSO Enabled?" Is Not Checked "BedBoard" Messages Are Disabled

Specific Setup:

Internal testing only.

Steps

Internal testing only.

Topics

• BedBoard

ECS-54658 Summary | Details

MyEvolv Anywhere Visits

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Related Task - New [EDIT]
Client Search
Client Service Entry
Dashboard
Schedule Client Event
Facilities Listing by Program
Home Screen
Program by Person and Enrollment
Schedule

Scenario 1: myEvolv Anywhere Visits Scheduled From App

Specific Setup:

myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere application.

Steps

myEvolv Anywhere
Tap on the "Top Left Menu" button.
Select "Schedule Client Event" from the "Top left Menu".
Set the desired "Start Time".
Set the desired "Duration (Minutes).
Set the desired client from the "Client" drop-down listing.
Set the desired program from the "Program" drop-down listing.
Set the desired service from the "Service" drop-down listing.
Set the desired facility from the "Facility" drop-down listing.
Set the desired location from the "Location" drop-down listing.
Tap on the "Submit" button.
myEvolv
Navigate to "Client > Case Management > Service Management > Service Entry".
Click the "Select Client" button and set the desired client.
Validate desired "Program", "Service", "Scheduled Date", "Duration" entered within myEvolv Anywhere is present.
Validate the "Status" contains "Scheduled".
Click the "Actions" button and select "Edit Task".
Validate the "Facility Responsible" contains that same information entered within myEvolv Anywhere.
Validate the "Location" contains that same information entered within myEvolv Anywhere.
Enter any other desired or required fields and click the "Save" Button.
Click the "Actions" button and select "Complete Task".
Set the "Date Completed" field and click the "Save" button.
Validate the "Status" contains "Pending Submission".

Scenario 2: myEvolv Anywhere Visit Scheduled and Submitted

Specific Setup:

myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere application.

Steps

myEvolv Anywhere
Tap on the "Top Left Menu" button.
Select "Schedule Client Event" from the "Top left Menu".
Set the desired "Start Time".
Set the desired "Duration (Minutes).
Set the desired client from the "Client" drop-down listing.
Set the desired program from the "Program" drop-down listing.
Set the desired service from the "Service" drop-down listing.
Set the desired facility from the "Facility" drop-down listing.
Set the desired location from the "Location" drop-down listing.
Tap on the "Submit" button.
Within the Home Screen, tap on the "View Schedule" button.
Tap on the "Week" tab and tap on the "Appointment" cell.
Tap on the "Notes" text area and set information within the "Comments" text area.
Tap on the "Save" button.
Validate the "Notes" text area contains the desired information entered within the "Comments".
Tap on the "Submit" button.
myEvolv
Navigate to "Client > Case Management > Service Management > Service Entry".
Click the "Select Client" button and set the desired client.
Validate desired "Program", "Service", "Scheduled Date", "Duration" that was entered within myEvolv Anywhere is present.
Validate the "Status" contains "Scheduled".
Click the "Actions" button and select "Edit Task".
Validate the "Facility Responsible" contains that same information that was entered within myEvolv Anywhere.
Validate the "Location" contains that same information that was entered within myEvolv Anywhere.
Enter any other desired or required fields and click the "Save" Button.
Click the "Actions" button and select "Complete Task".
Set the "Date Completed" field and click the "Save" button.

Topics

• myEvolv Anywhere

ECS-54866 Summary | Details

Service Entry

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
Client > Case Management > Service Management > Service Entry
Client Service Entry
Event Amend Reason
General Service Note (auto date) [VIEW] *SIGNED*

Scenario 1: Validate Time Stamps Of Signatures For Submitted Events When Server is in a Different Time Zone of User

Specific Setup:

Audit Snapshot should be enabled
Requires a route which contains transitions to Route Back for Revision and Unlock.
The server and user are in two different time zones.
The time zone off shift is known and configured.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Select desired event.
Route the event and "Submit to Supervisor" for approval.
Validate "Audit Snapshot" is taken.
Validate the time is accurate, to where the workstation is located, for the signature and other values.
Route the event back for revision.
Edit the event and make desired changes validate all the times are accurate.
Route the event and "Submit to Supervisor" for approval.
Validate "Audit Snapshot" is taken and it contains desired changes.
Validate all the times are accurate.
Approve the event.
Within routing actions, "Unlock" the event.
Edit the event and make new changes.
Route the event and "Submit to Supervisor" for approval.
Validate "Audit Snapshot" is taken and it contains new changes.
Validate any time stamps are accurate to the time zone the user is in.
Amend to the event.
Redo process for signatures, and routing.
Validate date and times are accurate to workstation.

Topics

• Audit Snapshot • Routing

ECS-55022 Summary | Details

Staff Import API

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

-- Webpage Dialog
Agency Setup > Other Setups > Import File Template > Fields Layout
Select Template -- Webpage Dialog
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Staff Workgroups Enrollment Subform
Taskbar > System Maintenance > Import Services > Import File Log

Scenario 1: Validate API Deployment Allows for Four or More Workgroups to Be Placed Into Profile

Specific Setup:

Available staff import file template to include a staff that has multiple workgroups which is over 100 characters.

Steps

Navigate to "Taskbar >System Maintenance >Import Services >Import File Log".
Select the Staff Import API template.
Import the staff.
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Search for imported staff.
Validate staff uploaded.
Validate the multiple workgroups shown in staff profile.

Topics

• Staff • Taskbar

ECS-55264 Summary | Details

Billing Events With Null Duration

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 - Service Based NX [EDIT]
Billing Rate Details - Services NX Subform
Billing Run Request Limit People Subform
BillingProcessHistory
Client Service Entry
ContractsRatesSetup
Critical Information
Finance Setup Manual Services NX Form Set
FinanceClaims
Immediate Billing Run Request [ADD]
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Submitter Information
Agency Program Services [EDIT]
Agency Program Services/Program-User [ADD]
Agency Program Services/Program-User Subform
Billing Plan - Rates Setup NX [ADD]
Billing Rate - Service Based NX [ADD]
Billing Rate Header - Services [ADD]
BillingSchemeForm
Client Search
Cost Center Definitions
Event Categories/People - User Modifiable
Event Definition User - People [ADD]
Event Definitions - People Based Form Set
Event Definitions -Services-User Only/People Only
FormDesigner
Forms by Event Category
GL AR Accounts
GL Revenue Accounts
Group Profile Type - Service Facilities
Interface Design Form Set
Plans/Contracts by Payer and Receiver
Rate-Plan Link - Sub Subform
SchemeContractSetup
Security for events by event Subform
Time Charts
Worker Role (All) Table

Scenario 1: Billing - Null Duration

Specific Setup:

Billing rate setup for desired service.
Service contains a duration of null.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click the "New Run" button and select "Immediate Run" from the list box.
Set the desired "Submitter", "Run Description", "From Date", and "Through Date" fields.
Set the desired "Run for Receivers" selection.
Set any other desired fields and click the "Save" button.
Select the "Billing Processing History" tab.
Click the "Start Billing Now" link.
Select the "Billing Batches Management" tab and click the "Mine" radio button.
Click the "Refresh" button.
Once the billing run is complete, click on the "Claims" cell.
Validate the service(s) with null duration are not present within the billing batch.

Scenario 2: Billing - Null Duration from Copied Form

Specific Setup:

System delivered form is copied to a new form.
Service event on record with null duration.
Billing rate setup for service event.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click the "New Run" button and select "Immediate Run" from the list box.
Set the desired "Submitter", "Run Description", "From Date", and "Through Date" fields.
Set the desired "Run for Receivers" selection.
Set any other desired fields and click the "Save" button.
Select the "Billing Processing History" tab.
Click the "Start Billing Now" link.
Select the "Billing Batches Management" tab and click the "Mine" radio button.
Click the "Refresh" button.
Once the billing run is complete, click on the "Claims" cell.
Validate the service(s) with null duration are not present within the billing batch.

Topics

• Finance

ECS-55423 Summary | Details

Recurring Workflow Triggers Honor Future- and Past-Dated Program Triggers

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Related Task - New [EDIT]
Client Search
Client Service Entry
Generic Health Form [ADD]
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
WizardMPISearch
Worker Role (to a client or in a workgroup) Table

Scenario 1: Validate Workflow Fires With An Event That Is Dated Prior To the Program Enrollment

Specific Setup:

Requires a "Workflow" set to schedule an event based on an "Ongoing Schedule".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Add Event" and select desired event from "Workflow Setup".
Enter the date of the event to be a day prior to the "Program Enrollment".
Save.
Wait for workflow to fire.
Click "Refresh".
Validate the "Workflow" scheduled the desired event.

Scenario 2: Validate Workflow Fires With Future Program Enrollment

Specific Setup:

Requires a "Workflow" set to schedule an event based on "Program Enrollment".
Requires a "Workflow" set to schedule an event based on an "Ongoing Schedule".
"Program Enrollment" should allow "Future Enrollment Date".

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Click "Select Client" and click "New" button to create a new client.
Fill in required files to create the program enrollment.
Use a "Future Date" for the program enrollment.
Save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Validate the workflow fired and scheduled the desired event.
Click on the scheduled event to complete the task.
Complete the event with "Today's Date".
Save.
Validate the next event is scheduled by the workflow.

Topics

• Client • Service Entry • Workflows

ECS-55641 Summary | Details

Program Modifier During Re-Admit To Agency

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Agency Re-Admission [EDIT]
Client Search
Critical Information
Placement Events by Agency/Program - People
Program Listing by Agency and Service Event
Provider Sites by Program
Unit Table

Scenario 1: Validate Program Modifier Field Resets Upon Selecting A Different Program Upon Re-Admission

Specific Setup:

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

Steps

Navigate "Client > Client Information > Critical Information > Enrollment Information".
Select desired client.
Click "Display Menu of Actions" button on the agency enrollment.
Select "Re-Admit To Agency".
Set desired "Re-Admission Date".
Click "Re-Admit to Program" and select desired program.
Validate the "Modifier" field does not contain previous "Program Modifier".

Topics

• Client

ECS-55837 Summary | Details

Combine to Calculate Waterfalls Multiple Claims as Single Claim

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 Adjustment Reasons
Claim Output Ready

Scenario 1: Validate Combine to Calculate Consolidated Multiple Claims to Single Claim

Specific Setup:

Services are billable to Payer 1 and Payer 2.
Payer 2 requires that services provided on the same day are consolidated into a single claim.
Multiple services have been provided to Client on the same date.
Claims have been submitted to and remitted by Payer 1 (example Partially Paid, Denied).

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance Check".
Set "Filters" to match preconditions.
Check "Include Processed Claims" AND "Processed By Other Remittances" OR "Only show remitted claims".
Check "Include Claims Multi Service Line Next Payer" and click "Search".
Set "Group By" to "Client Name".
Click "Combine to Calculate".
Check "Claims".
Click "Combine to Next Payer".
Confirm "Claim Grouping Number" have consolidated by "Date".
Click "Save".
Upon completion of "Billing Execution Interval", expand "Timeline".
Verify all consolidated services have been captured in a single "Resulting Claim", which will be associated with one of the combined claims.

Topics

• Finance • Finance Setup

ECS-56090 Summary | Details

Cost Center and Program Unit Linked to Claims Hierarchy

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Provider Number Type
BillingProcessHistory
Claim 2.0 [EDIT]
Client Finance Related Information Form Set
Cost Center Definitions
Critical Information
FinanceClaims
Group Programs Subform
Payers of Agency
Payor-Facility License Link Subform
Plans/Contracts by Payer and Receiver
Program Enrollment [Edit]
All People with Benefit Assignments with LOS
Billing Run Request Limit People Subform
Client Search
Immediate Billing Run Request [ADD]
Service Facilities Form Set
Service Facilities Listing
Service Facility [EDIT]
Submitter Information

Scenario 1: Validate Cost Center Hierarchy

Specific Setup:

System is set up with Cost Centers Units.
Requires at least one claim that can be reprocessed.
Claim is set up with "Cost Center" set on rate setup.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Search for desired claim.
Open the claim and validate it contains "Cost Center" from rate setup.
Close the claim.
Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select "Facility" associated with claim.
Scroll to "Programs/Services Operated".
Set the "Override Cost Center" on the program row associated with the claim.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess the batch.
Click on the claim link to open the claim.
Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Program Link".
Close claim.
Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select "Facility" associated with claim.
Scroll to "Licensing".
Set the "Override Cost Center" on the Payor/Plan row associated with the claim.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess the batch.
Click on the claim link to open the claim.
Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Licensing Link".
Close claim.
Click on "Client" name link the "Billing Batch Claims Review" window.
Click on "Enrollment Information".
Click "Actions" on the program associated with the claim.
Select "Correct/Close Program Enrollment".
Click on "Cost Center Override", select a record.
Save and Close.
Reprocess batch.
Click on the claim link to open the claim.
Validate "Cost Center Code" on "Accounting Info" is contains "Cost Center" set on "Program Enrollment".
Close the claim.

Scenario 2: Validate Cost Center Override On Consolidated Claims

Specific Setup:

Requires two services that have been billed and they are set with "Service Line Consolidation".
Both services should have same "Cost Center" on rate setup.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Search for desired claim.
Open the claim and validate it contains "Cost Center" from rate setup.
Close the claim.
Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select "Facility" associated with claim.
Scroll to "Programs/Services Operated".
Set the "Override Cost Center" on the program row associated with the claim.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess the batch.
Validate there is one consolidated claim.
Click on the claim link to open the claim.
Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Program Link".
Close claim.
Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select "Facility" associated with claim.
Scroll to "Licensing".
Set the "Override Cost Center" on the Payor/Plan row associated with the claim.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess the batch.
Validate there is one consolidated claim.
Click on the claim link to open the claim.
Validate "Cost Center Code" on "Accounting Info" is contains the "Cost Center Override" from the "Facility Licensing Link".
Close claim.
Click on "Client" name link the "Billing Batch Claims Review" window.
Click on "Enrollment Information".
Click "Actions" on the program associated with the claim.
Select "Correct/Close Program Enrollment".
Click on "Cost Center Override", select a record.
Save and Close.
Reprocess batch.
Validate there is one consolidated claim.
Click on the claim link to open the claim.
Validate "Cost Center Code" on "Accounting Info" is contains "Cost Center" set on "Program Enrollment".
Close the claim.

Topics

• Client • Finance • Finance Setup

ECS-56298 Summary | Details

Call Center Event

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

CallCenterlisting

Scenario 1: Validate Time Zone Label On UDF Field Via Call Center Event

Specific Setup:

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

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Click "New Call" to start a new call.
Fill in required fields to start the new call.
Click "Next".
Select desired person.
Click "Next".
Select desired "Call Center Event".
Fill in remaining required fields.
Set the desired date in the "User Defined Date/Time" field.
Save the call.
Reopen the call.
Validate the "User Defined Date/Time" field contains desired "Timezone Label".

Topics

• Call Center

ECS-56469 Summary | Details

System setting flag "Use eMAR?"

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client > Client Information > Health Information > Medications
Client Search
Drug Library Table
Medication Complete Form [ADD]
Medication Complete Form [DELETE]
Setup > System > EvolvCS System Setup > System Settings/Preferences

Scenario 1: Validate “Use eMAR?” Honors Disable Rule for “Times of the Day for Dispensing Set”

Specific Setup:

eMAR enabled in system.
Available Drug to select.

Steps

Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Uncheck "Use eMAR?".
Log out and back in.
Navigate to "Client > Client Information > Health Information > Medications".
Add New "Medication".
Validate "Will be used for eMAR" is disabled.
Validate "Times of the Day for Dispensing Set" is disabled.
Select a "Drug".
Validate "Times of the Day for Dispensing Set" is still disabled.
Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Check "Use eMAR?".
Log out and back in.
Navigate to "Client > Client Information > Health Information > Medications".
Add New "Medication".
Validate "Will be used for eMAR" is not disabled.
Validate "Times of the Day for Dispensing Set" is disabled.
Validate "Times of the Day for Dispensing Set" is not required.
Check "Entered Using Time Of Day Band Set Subform" checkbox.
Check "Will be used for eMAR?".
Validate "Times of the Day for Dispensing Set" becomes required.
Select a Drug and Validate "Times of the Day for Dispensing Set" becomes enabled.
Uncheck "Will be used for eMAR?"
Validate "Times of the Day for Dispensing Set" becomes disabled.
Fill remaining required fields and Save Form.
Validate no required message thrown on "Times of the Day for Dispensing Set" and form saves.

Topics

• Client • eMAR • Setup

ECS-56722 Summary | Details

Reports - "Application Progress Notes"

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Applicants Information Form Set
Event Categories/Profile - User Modifiable
EVENT DEFINITION USER - PROFILE [EDIT]
Event Definitions - Profile Based Form Set
General requirements (Single Day) [ADD]
Report Selection Picklist
Report: Applicant Progress Notes Report
Resource Family Search

Scenario 1: Applicant Progress Note Report

Specific Setup:

Multi-agency system.
User can log into different agencies.
Event must be within multiple agencies.
The "Single Note" checkbox must be checked off for the desired event within "Agency Setup > Event Setup > Profiles (i.e. Foster Home) > Events Setup".

Steps

Log into Agency A.
Navigate to "Resource Families > Applicants > Information > Requirements".
Click the "Select Family" button and set the "Name" input box to the desired name.
Select the desired name.
Click the "Add New" button and select the desired event.
Set the "Completed Date".
Enter information within the "Progress Note" area and enter any other desired/required fields.
Click the "Save" button.
Navigate to "Reports > Facilities > General > Applicant Progress Notes".
If desired, set the "From Date and "Through Date".
Click on the "Report Selection", and select "Order by Applicant/Event".
Click the "Preview" button.
Validate the "Progress Note" information is what was entered within the desired event.
Logout of Agency A.
Log into Agency B.
Navigate to "Resource Families > Applicants > Information > Requirements".
Click the "Select Family" button and set the "Name" input box to the desired name.
Select the desired name.
Click the "Add New" button and select the desired event.
Set the "Completed Date".
Enter information within the "Progress Note" area and enter any other desired/required fields.
Click the "Save" button.
Navigate to "Reports > Facilities > General > Applicant Progress Notes".
If desired, set the "From Date and "Through Date".
Click on the "Report Selection", and select "Order by Applicant/Event".
Click the "Preview" button.
Validate the "Progress Note" information is what was entered within the desired event.
Validate the "Progress Note" information that was entered from the desired event within Agency A is not present.
Logout of Agency B.
Log into Agency A.
Navigate to "Reports > Facilities > General > Applicant Progress Notes".
If desired, set the "From Date and "Through Date".
Click on the "Report Selection", and select "Order by Applicant/Event".
Click the "Preview" button.
Validate the "Progress Note" information is what was entered within the desired event.
Validate the "Progress Note" information that was entered from the desired event within Agency B is not present.
Logout of Agency A.
Log into Agency B.
Navigate to "Reports > Facilities > General > Applicant Progress Notes".
If desired, set the "From Date and "Through Date".
Click on the "Report Selection", and select "Order by Applicant/Event".
Click the "Preview" button.
Validate the "Progress Note" information is what was entered within the desired event.
Validate the "Progress Note" information that was entered from the desired event within Agency A is not present.
Logout of Agency B.

Topics

• Reports

ECS-56742 Summary | Details

AR Management and Resubmit

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 Resubmitting Claim After Benefit Assignment Changes Mid Month

Specific Setup:

Requires a claim that billed "Facility Placement" service for a month.
Benefit Assignment should be "End Dated" mid month.
Client should have a new "Primary Benefit Assignment" that starts the second half of the month that can bill the "Facility Placement".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select parameters to search for desired claim.
Click "Add Action" and select "Resubmit".
Validate "Submit To" contains desired "Benefit Assignment".
Select "Calculate Rate".
Validate "Calculate Rate" returns desired service with date range.
Save.
Click "Add Action" and select "Recreate to New Payer".
Click "Submit To" and validate the "New Benefit Assignment" is listed.
Select the "New Benefit Assignment".
Select "Calculate Rate".
Validate "Calculate Rate" returns desired service with date range.
Save.
Wait for billing to run.
Click on the claim and validate "Submission 2 and Submission 3" exist to the desired payer.

Topics

• Finance

ECS-56823 Summary | Details

"Referrals Assigned to Workgroup" Widget

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Accepted Referrals
Agency Placement [DELETE]
Client Search
Critical Information
Initial Enrollment From Accepted Referral [ADD]
Open/Closed Status - Referrals Made
Referral Made Status Subform
Referral Search
Referral to Program from Outside Source [Edit]
Staff - Service Providers (Caseloads - Zip Zones)
Unit Table
Worker Role (to a client or in a workgroup) Table

Scenario 1: Widgets - Validate "Referrals Assigned to Workgroup" Only Displays "Pending" And "Accepted" Intake Values

Specific Setup:

The system is configured to use "Referrals Assigned to Workgroups" functionality.
At least two referrals will be needed.
At least two programs exist. They will be referred to as "Program1" and "Program2". "Program2" will be a control group in the test.
The first referral will be assigned both to "Program1" and "Program2", this referral will start out in the "Pending" status for both programs. This referral will be assigned to the "Referral Workgroup" in both programs. In this test this will be "Referral1".
A second referral exists that is not part of the "Referral Workgroup" and will be referred to "Program1". In this test this person will be called "Referral2".

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "Referrals Assigned to Workgroup" widget.
Click the "Refresh" icon.
Validate "Referral1" displays for both "Program1" and "Program2" and the "Status" for both is pending,
Validate the "Referral2" referral is not in the widget.
Navigate to "Referral > Referrals Made > To Programs > Referral Information".
Select the "Referral1" referral.
Select the "Program1" row.
Navigate to the "Status Of the Referral" SubForm.
Add a new row using the "Accept" status.
Save the form.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "Referrals Assigned to Workgroup" widget.
Click the "Refresh" icon.
Validate the row for "Referral1" displays with "Program1" displays a "Status" of "Accepted".
Validate the row for "Referral1" displays with "Program2" displays a "Status" of "Pending",
Redo the modification of the status for "Referral1", "Program1" in the following sequence:
Add a "Status" of "Denied".
Validate the referral and program no longer display in the widget.
Add a "Status" of "Accepted"
Validate the referral and program reappear on the widget.
Add a "Status" of "Withdrawn".
Validate the referral and program no longer display in the widget.
Add a "Status" of "Accepted"
Validate the referral and program reappear on the widget.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Enroll the "Referral1", "Program1" referral using the "Intake-Referral" wizard.
Validate an enrollment record is created.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "Referrals Assigned to Workgroup" widget.
Click the "Refresh" icon.
Validate the row for "Referral1" displays with "Program2" displays a "Status" of "Pending",
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Delete the agency enrollment for the client.
Validate the "Referral1" client no longer has an enrollment record.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "Referrals Assigned to Workgroup" widget.
Click the "Refresh" icon.
Validate the row for "Referral1" displays with "Program1" displays a "Status" of "Accepted".
Validate the row for "Referral1" displays with "Program2" displays a "Status" of "Pending",

Topics

• Widgets

ECS-56884 Summary | Details

Nexus – Invoice for Educational Services

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Alternative Claim Output
Benefit Assignment [EDIT]
Billing Batches Management
Claim 2.0 [EDIT]
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Claims Maintenance NX Form Set
Client Finance Related Information Form Set
FinanceClaims
Receiver Information - All
Receiver Information Generic [EDIT]
Related People
Relationship - Family Table

Scenario 1: “Nexus – Invoice for Educational Services” Custom Invoice for Nexus Family Healing (Nexus)

Specific Setup:

Billing batch with at least one claim that has multiple service lines.
Client should have Benefit Assignment billing setup for service.
Available Guardian/Parent to link to Client's Benefit Assignment.
A second Billing batch with one claim that only has one service line.
Alternative Claim Output Format set to "Nexus – Invoice for Educational Services".

Steps

Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
Search for 1st desired claim from setup.
Take note of 1st Service Lines "Units" and 1st Billed Services "Program Modifier".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for desired batch.
Click "Actions > Nexus – Invoice for Educational Services".
Generate the output.
Validate "Days" under the “Membership” segment and the “Total Number of Education Service” matches "Units" from step 3.
Validate "Comments" section under "Billing Information" contains "Program Modifier" from step 3.
Validate Parent's (Guardian's) Full Name, Address, City, State, and Zip Code under "Parent Information" section is blank.
Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
Search for desired client from claim.
Add a Guardian/Parent to the "Name of Insured (If not Client)" section for the Benefit Assignment.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for desired batch.
Click "Actions > Nexus – Invoice for Educational Services".
Generate the output.
Validate Parent's (Guardian's) Full Name, Address, City, State, and Zip Code under "Parent Information" section matches "Name of Insured (If not Client)" person.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for desired batch with only 1 service.
Click "Actions > Nexus – Invoice for Educational Services".
Generate the output.
Validate "Days" under the “Membership” segment and the “Total Number of Education Service” matches "Units" for that service.

Topics

• Finance • Finance Setup

ECS-57037 Summary | Details

Referring Provider As Attending Provider

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
Benefit Assignment [EDIT]
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
Client Search
FinanceClaims
Immediate Billing Run Request [ADD]
Receiver Information - All
Receiver Information X12 Submissions [EDIT]
Referral Contact Personal Information [EDIT]
Submitter Information

Scenario 1: Validate Referring Provider As Attending Provider In 2310A Loop

Specific Setup:

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

Steps

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

Topics

• Finance

ECS-57228 Summary | Details

Custom Report - Report Virtual View

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Custom Reporting
Folders Setup
Report Virtual Views [ADD]
Report Virtual Views [EDIT]

Scenario 1: Custom Reporting - Add New Virtual View

Specific Setup:

Have access to Virtual Views Setup, configured at "Agency > Workgroups > Custom Reporting Security > Report Setup Security".
A "View Definition" script that will generate a result that has no scrollbar. Example "Select * From People_x".
A "View Definition" script that will generate a result that has no scrollbar. Example "Select * From People".

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click on "Virtual Views Setup".
Click "Add New" button.
Set desired name for the virtual view.
Under "View Definition" use the "View Definition" commands in the precondition that will generate no scroll bar.
Click "Test View".
Validate the view executes and sample table is generated.
Validate no scroll bar displays along the bottom of the results.
Redo the test with the "View Definition" commands in the precondition that will generate a scroll bar.
Validate the view executes and the sample table is generated.
Validate the scroll bar displays along the bottom of the results.
Click "Save" button.
Validate the "Virtual View" is listed.

Scenario 2: Custom Reporting - Edit Virtual View

Specific Setup:

Have access to Virtual Views Setup, configured at "Agency > Workgroups > Custom Reporting Security > Report Setup Security".
A "Virtual View" exists that contains data that exceeds the width of the window.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click on "Virtual Views Setup".
Select the "Virtual View" to modify that exceeds the width of the window.
Click the "Test View".
Validate the "Scroll Bar" displays.
Modify the "Name" of the view.
Save the "Virtual View".
Edit the "Virtual View" just modified.
Validate the name is the modified name.
Validate the "Test View" displays the scroll bar.

Topics

• NX Custom Reporting • Reports

ECS-57316 Summary | Details

Billable Client Services Report

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Print Preview
Report Parameters PickList
Report Selection Picklist
Report: Client Services Billable Report

Scenario 1: Validate "Billable Client Services" Report

Specific Setup:

Service entries will need to be entered for client.
User has access to "Billable Client Services" report.

Steps

Navigate to "Reports > Clients > Services & Treatment > Billable Client Services".
Fill out required fields.
Click "Preview".
Validate the information is listed in the report.
Validate the report contains information selected in the "Parameters" and "Values" field.
Click "Print" button.
Validate the information is listed in the report.
Validate the information does not overlap in the report.
Close out of the "Print Preview" and "Preview" page.

Topics

• Reports

ECS-57405 Summary | Details

User Timeout

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

EvolvCS Client [EDIT]
Profile Icon
Staff Look Up Their Own Information
FrontDeskCalendar
FrontDeskCheckIn

Scenario 1: Validate User Can Log Back in Successfully Following Timeout

Specific Setup:

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

Steps

Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Verify and take note of "Inactivity Timeout" value.
Wait for X amount of minutes.
Validate Timeout warning appears last 5 minutes of inactivity.
Validate successful logout.
Log back in using same user.
Validate successful login from timeout screen.

Scenario 2: Validate Front Desk Calendar Standalone Closes Upon System Timeout

Specific Setup:

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

Steps

Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Select system.
Set the "Inactivity Timeout (hh:mm)" to a low interval for testing and Save.
Log out of and back into the system in order for the new logout timer to be applied.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
Click the Calendar button.
Wait for timeout duration to complete.
Observe the Calendar will close upon timeout.

Scenario 3: Validate NIAM Users Able To Log Back Into Session Following Timeout

Specific Setup:

Within Setup > System > EvolvCS System Setup > System Settings/Preferences, set the "Inactivity Timeout (hh:mm)" to 5 minutes.
User is configured for NIAM login.
System setup for NIAM logins.

Steps

Login utilizing NIAM user name.
Click the "Next" button.
On the NIAM pop up, enter the password.
Click the "Verify" button.
Wait for timeout message.
After the staff is timed out, repeat steps 1 thru 4.
Validate staff can log back in and Windows display as expected.

Scenario 4: Validate NTST User Able to Login Following Timeout

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• Calendar • Front Desk • Login • Setup

ECS-57498 Summary | Details

Launch New Page from My Resources in Resource Family Portal

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Launch-Pad Categories Setup [ADD]
Launch-Pad Category
Launch-Pad Maintenance Form Set
Launch-Pad Pages Setup [ADD]
RFP Mobile - Home
RFP Mobile - Login Screen
RFP Mobile - My Resources

Scenario 1: Resource Family Portal - Validate My Resources Widget

Specific Setup:

User has access to "Resource Family Portal".
Setup launch pad categories and links in "Launch-Pad Maintenance" in "Setup".

Steps

Access "Resource Family Portal".
Click "My Resources" tab.
In the "My Resources" tab.
Verify the "Search" input box is listed.
Validate the search input box contains a "Search" button.
Search and select desired category.
Validate the category cell contains a hyperlink.
Click the hyperlink.
Validate a new browser tab has opened.
Click "Close".
Validate the category cell contains a "Launch" button.
Click the "Launch" button.
Validate a new browser tab has opened.
Click "Close"
Click the "All Categories" list box.
Validate the "All Categories" list box contains a list of available categories.
Select desired category from the drop down list.
Validate only the selected category is listed.
Click the list box.
Select "All Categories" from the drop down list.
Validate all the categories are listed.
Click the "Arrow" button.
Validate the homepage is displayed.

Topics

• Resource Family Portal

ECS-57500 Summary | Details

Launch-Pad Categories for Resource Family Portal

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Launch-Pad Categories Setup [ADD]
Launch-Pad Categories Setup [EDIT]
Launch-Pad Category
Launch-Pad Maintenance Form Set
Launch-Pad Pages Setup [ADD]

Scenario 1: Resource Family Portal - Validate RFP Flag to Launchpad Category

Specific Setup:

User has access to "Launchpad Categories".

Steps

Navigate to "Setup > Launch-Pad Maintenance > Launch-Pad Setup > Launch-Pad Category Setup".
Click the "Category" button.
Click the "New" button.
Fill out required fields.
Mouse over the "Use in Resource Family Portal" checkbox.
Validate a tool tip message is displayed.
Check the "Use in Resource Family Portal" checkbox.
Click "Save".
Validate the recently created launch-pad category is listed.
Click the category cell.
Validate the category information is listed.
Click the "Launch-Pad Pages Setup" tab.
Add a few "Launch-Pad Page Setup" items.
Click the "Launch-Pad Category Setup" tab.
Click the "Category" button.
Click the "New" button.
Fill out required fields.
Click "Save".
Validate the recently created launch-pad category is listed.
Validate the "Use in Resource Family Portal" cell is listed as "no".
Click the category cell.
Validate the category information is listed.

Topics

• Resource Family Portal

ECS-57608 Summary | Details

Recurring Staff Appointments

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Check In/Out Form Set
Front Desk Staff Appointment [ADD]
FrontDeskCalendar
FrontDeskCheckIn
NX Report Processor
People Events/Tasks Listing
Recurring Tasks - Staff [EDIT]
Staff - Service Providers (by Staff_id) NES
Staff - Service Providers by Program and Facility
Staff Information Form Set
Recurrence Type (Daily, Weekly, etc.)
Recurring Tasks - Staff [ADD]
Staff - Service Providers (by Staff_id)
Staff Listing - Agency Employees (By People ID)
Staff Scheduling Events

Scenario 1: Front Desk NX Calendar - Staff Recurring Appointment

Specific Setup:

The recurring task information is setup for desired staff within "Agency > Staff & Security > Staff Information > Recurring Tasks Setup".
Staff has access to Front Desk.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click on the "View Calendar" button and click the on the "New Staff Appointment" button.
Set the "Staff Responsible" field to the desired staff.
Set the "Event", "Date/Time", and "Duration" fields.
Check off the "Is Recurring?" box.
Set the "Recurrence End Date" to a date that is after the end date that is set on the staffs recurring tasks setup.
Click the "Save" button.
Validate the "There were data related problems encountered during save. They must be corrected before you can proceed. End date must be within two (2) years of the start date.".
Click the "OK" button.
Set the "Recurrence End Date" to a date that is within the (2) years of the start/end date of the staffs recurring tasks setup.
Click the "Save" button and "X" to close.
Click the "View Calendar" link.
Within the filters section, set the "Report By" area to the desired staff.
Click the "Month" radio button and set the "As of:" input box to a date within the recurring tasks.
Click the "Run Report" button.
Validate the report output contains the desired data for the recurring tasks.
Click the "Close" button.

Scenario 2: Recurring Tasks Setup - Limit to a 2 Year Date Range

Specific Setup:

User has access to "Agency > Staff & Security > Staff Information > Recurring Tasks Setup".

Steps

Navigate to "Agency > Staff & Security > Staff Information > Recurring Tasks Setup".
Click on the "Select Name" button and select the desired staff.
Click the "Add New" button and select "Recurring - Task - Staff" from the list box.
Set the desired "Description", "Staff Responsible", "Task to be Scheduled", "Scheduled Time", and "Duration" fields.
Set the "Start Date" and "End Date" fields to be within a range of two years.
Set the "Recurrence Type".
Set the desired "Weekly" information.
Click the "Save" button.
Click on the recurring task that was just setup.
Change the "End Date" to a year that is greater than a two-year span.
Validate an alert message containing "[Description] End date must be within two (2) years of the start date" displays.
Click the "OK" button.
Modify the "Recurrence Type" field and click the "Save" button.
Validate an alert message containing "[Description] End date must be within two (2) years of the start date" displays.
Click the "OK" button.
Modify the "Recurrence Type" field for each description (Daily, Monthly, Weekly, Yearly), and the corresponding "Recurrence Pattern" clicking the "Save" button in-between each change.
Validate an alert message containing "[Description] End date must be within two (2) years of the start date" displays, and click the "OK" button.
Click the "Cancel" button.
Validate alert message "Cancelling will discard all changes. Are you sure?" displays.
Click the "OK" button.

Topics

• Agency • Front Desk • Staff

ECS-57623 Summary | Details

Billing Invoice - "UMFS Custom Calendar Invoice V2"

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 Place of Service
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
Client Service Entry
FinanceClaims
General Service Note (auto date) [ADD]
Immediate Billing Run Request [ADD]
Receiver Information Generic [EDIT]
Submitter Information

Scenario 1: UMFS Custom Invoice - Service Delivery Period

Specific Setup:

The "Claim Output Format" is set to "UMFS - Custom Calendar Invoice V2" on the Claim Receiver.
Claim batch on record with claims for desired month.
User has access to Finance module.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
On desired batch, click on "Actions" and select "UMFS - Custom Calendar Invoice V2".
Click "Generate Paper Output".
Validate the "Service Delivery Period" displays the desired dates.
Validate the desired Month is present within the "Month of Service".
Click the "Close" button, and click the "X" to close the window.
On desired batch, click on "Actions" and select "UMFS - Custom Calendar Invoice V2".
Click "Generate Paper Output".
Click the "Print" button.
Validate the "Service Delivery Period" displays the desired dates.
Validate the desired Month is present within the "Month of Service".
Click the "Cancel" button.
Click the "Close" button, and click the "X" to close the window.

Scenario 2: UMFS - Custom Invoice - Expected Amount

Specific Setup:

The "Claim Output Format" is set to "UMFS - Custom Calendar Invoice V2" on the Claim Receiver.
Claim batch on record with claims for desired month.
User has access to Finance module.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
On desired batch, click on "Actions" and select "UMFS - Custom Calendar Invoice V2".
Click "Generate Paper Output".
Validate the "Expected Amount" does not display.
Validate the desired Month is present within the "Month of Service".
Click the "Close" button, and click the "X" to close the window.
On desired batch, click on "Actions" and select "UMFS - Custom Calendar Invoice V2".
Click "Generate Paper Output".
Click the "Print" button.
Validate the "Expected Amount" does not display.
Validate the desired Month is present within the "Month of Service".
Click the "Cancel" button.
Click the "Close" button, and click the "X" to close the window.

Topics

• Finance Setup

ECS-57626 Summary | Details

Staff Import API V2

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Select Name
Staff Information

Scenario 1: Validate Staff Import API V2 Updates Existing Staff Record

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• Agency • Setup

ECS-57665 Summary | Details

Bells.AI Groups

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Group Session Information
Groups Form Set
Nav Rail
Patients
Patients Groups Tab
Select Group
Support Group Classes Subform
Support Group Members [EDIT]

Scenario 1: Bells.AI - Validate Groups Display From myEvolv

Specific Setup:

At least one Group is configured in myEvolv.
The Group in myEvolv contains multiple Units. Example "Unit 1" and "Unit 2".
There is a Client in the Group that has an "End Date" of today.
There is a Client in the Group with an "End Date" of tomorrow.
There is a Client in the Group with an "End Date" of yesterday.
There is a Client in the Group with an "End Date" that is blank.

Steps

Log into Bells.AI.
Under the Clients Tab, click on the Groups.
Validate for each "Unit" that exists in myEvolv, a group exists in Bells.AI. (Unit 1 and Unit 2).
Validate the Clients in the Bells.AI Group matches the myEvolv Clients in the same Group.
Validate Clients in myEvolv that have an "End Date" of yesterday and before do not display in the Bells.AI Group.
Validate Clients in myEvolv that have blank "End Dates", and "End Dates" of today and greater display in the Bells.AI Group.

Topics

• Groups

ECS-57713 Summary | Details

Finance Setup -Copying Contracts

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Billing Plan Setup NX [EDIT]
Billing Qualifying Services Subform
ContractsRatesSetup
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set

Scenario 1: Copy Rate Functionality - Rate Headers

Specific Setup:

Existing plan/contract on record.
User has access to Finance setup module.

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Contracts Setup".
Click the "Select Payer" button.
Select desired payer.
Click the "New Contract" button.
Select "Copy from existing plan/contract" from the drop-down listing.
Select the desired record from the listing to be copied.
Set the "Description", "Receiver Information", and any other desired fields.
Click the "Continue" button.
Click the "Refresh" link.
Validate the newly created contract displays.

Topics

• Finance Setup

ECS-57722 Summary | Details

Applicant Option in the Family Search

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Applicant Management [EDIT]
Applicants for a Group Table
Applicants Information Form Set
Family Management - New [EDIT]
Resource Family Search

Scenario 1: Resource Family Portal - Validate 'Applicant' Option in Family Search

Steps

Navigate to "Resource Families > Applicants > Information > General Information".
Click the "Search Family" button.
Set the search input box to desired Family that is an Applicant.
Check the "Applicant?" checkbox.
Click the Search button.
Validate the search results contains Families that are Applicants.
Select the desired Family.
In the Applicant Information,
Verify the "Select Applicant" button exist.
Validate, if the Family only has 1 Applicant, that the Applicant has been selected.
Click the "Select Family" button.
Set the search input box to desired Family that is an Applicant.
Check the "Applicant?" checkbox.
Click the Search button.
Select desired Family that contains more than 1 Applicant.
In the Applicant Information,
Validate the Applicant Information is blank, indicating the Applicant has yet to be selected.
Click the "Select Applicant" button.
Select desired Applicant.
Validate the Applicant Information is listed.
Click the "Select Family" button.
Set the search input box to desired Family that is an Applicant.
Check the "Applicant?" checkbox.
Click the Search button.
Select desired Family.
Once the Family is selected,
Click the "Actions" button.
Select "Edit" from the Actions" drop down list.
Uncheck the "Is an Applicant" check box.
Click Save and Close out the form.
Click the "Select Family" button.
Check the "Applicant?" checkbox.
Click the Search button.
Validate the Family, that has their Applicant unchecked, is no longer listed in the search results.
Uncheck the "Applicant?" checkbox.
Click the Search button.
Validate the Family is listed.
Click on the Resource Family.
Once the Family is selected,
Click the "Actions" button.
Select "Edit" from the Actions" drop down list.
Check the "Is an Applicant" check box.
Click Save and Close out the form.
Validate the Applicant has been automatically created.

Topics

• Resource Family Portal

ECS-57888 Summary | Details

Submit Duplicate Override Code

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

837 File
Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
FinanceClaims
Immediate Billing Run Request [ADD]
Receiver Information - All
Receiver Information X12 Submissions [EDIT]
Submitter Information

Scenario 1: Validate 837 Output When "Submit Duplicate Override Code" Is Checked On Receiver Setup

Specific Setup:

Requires a billing batch with over 500 claims and contain claims that are "Multi Service Line".
Receiver on the claims should be set up to output "837P".

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
Select desired "Receiver".
Check the flag "Submit Duplicate Override Code".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claims.
Save.
Wait for billing to run.
Open the batch.
Click on "Create Output" and download the "837P Output".
Validate it opens and contains desired data.

Topics

• Finance

ECS-57968 Summary | Details

Routine Monitoring (Previously Known as BHM)

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Agency Setup > Other Setups > Routine Monitoring Setup > Routine Monitoring Shifts
Shift Interval Subform
Shift Set [ADD]
Shift Set [Delete]
Agency Program Services [EDIT]
Agency Program System Services by Program [EDIT]
Agency Program System Services by Program Subform
Agency Setup > Services Setup > By Program > Individual Services
Agency Shift Sets
Event Definitions - System - Services
Group Profile Type - By System Event
Location Table (Service)
Shift Intervals by Set
Agency Program Services/Program-User [EDIT]
Agency Program Services/Program-User Subform
Client Search
Event Definitions - Routine Monitoring
Non-Routine Monitoring [ADD]
Program listing by Agency
Provider Sites by Agency/Program
BHMRoutineMonitoring
Event Definitions (Plain)
Program Listing by Agency and Service Event
Shift Interval by Program/Event
Client Security by Facility, Program, and Date
Error Message
Behavioral Health Management
BHMRoutineMonitoring Filter
Response Required
Agency [EDIT]
Event Definitions - Service - by Category/Program

Scenario 1: Behavioral Health Monitoring (BHM) - "Shift Intervals" and "Shift Sets"

Specific Setup:

Staff has access to "Routine Monitoring Setup" within "Agency Setup > Staff and Security Setup > Navigation Access > Access to Forms".

Steps

Navigate to "Agency Setup > Other Setups > Routine Monitoring Setup > Routine Monitoring Shifts".
Click the "Add New" button, and select "Shift Set" from the event listing.
Set the desired "Description field.
Within the Shift Interval Subform,
Set the first "Description", "Start Time", and "End Time".
Set the second "Description", "Start Time", and "End Time".
Set the third "Description", "Start Time", and "End Time".
Click the "Save" button, and validate the newly entered " Description" displays.
Click the "Actions" button on the new Routine Monitoring Shift.
Validate the entered Shift Intervals are present.
Click the "X" to close the window.
Click the "Add New" button, and select "Shift Set" from the event listing.
Set an additional item within the "Description" field.
Within the Shift Interval Sub form,
Set the first "Description", "Start Time", and "End Time".
Set the second "Description", "Start Time", and "End Time".
Set the third "Description", "Start Time", and "End Time".
Click the "Save" button, and validate the newly entered " Description" displays.
Click the "Actions" button on the new Routine Monitoring Shift.
Validate the entered Shift Intervals are present.
Click the "X" to close the window.
Validate both Routing Monitoring Shifts display.

Scenario 2: Behavioral Health Monitoring (BHM) System Defined Form Changes

Specific Setup:

Multiple Behavioral Monitoring Shift Sets on record.
Staff has access to Agency Setup module.

Steps

Navigate to "Agency Setup > Services Setup > By Program > Individual Services".
Select desired program.
Within the "System Defined Services" for desired Service Event, click on "Actions" and select "Expand Form".
Validate the "Use Routine Monitoring?" field exists, and that it is enabled.
Validate the "Behavioral Monitoring Shift" field exists, and that is is disabled.
Validate the "Shift Interval" field exists, and that it is disabled.
Modify an unrelated field, and click the "Save" button.
Select the same program, and Service Event that was just modified.
Validate the "Behavioral Monitoring Shift" field is disabled.
Validate the "Use Routine Monitoring?" field is enabled.
Validate the "Shift Interval" field is disabled.
Check off the "Use Routine Monitoring?" field.
Validate the "Shift Interval" field is disabled.
Click the "Save" button.
Validate message containing "One of more required subform fields are empty: Behavioral Monitoring Shift on System Defined Services", and click the "OK" button.
Click the search within the "Behavioral Monitoring Shift" field.
Validate the "Agency Shift Sets" display, and select the desired "Agency Shift Set".
Validate the "Shift Interval" field is enabled.
Click the "Save" button.
Validate message containing "One of more required subform fields are empty: Shift Interval on System Defined Services.", and click the "OK" button.
Click the search within the "Shift Interval" field.
Validate "Shift Interval Sets" display, and select desired "Shift Interval by Set".
Click the "Save" button.
Select the same program, and Service Event that was just modified.
Click the search within the "Behavior Monitoring Shift" field, and select a different "Behavior Monitoring Shift".
Validate the "Shift Interval" field clears.
Click the search within the "Shift Interval" field, and select the desired description.
Uncheck the "Use Routine Monitoring?" field.
Validate the "Behavioral Monitoring Shift" field clears, and is disabled.
Validate the "Shift Interval" field clears.
Click the "Save" button.

Scenario 3: Behavioral Health Monitoring (BHM) User Defined Form Changes

Specific Setup:

Multiple Behavioral Monitoring Shift Sets on record.
Staff has access to Agency Setup module.

Steps

Navigate to "Agency Setup > Services Setup > By Program > Individual Services".
Select desired program.
Within the "System Defined Services" for desired Service Event, click on "Actions" and select "Expand Form".
Validate the "Use Routine Monitoring?" field exists, and that it is enabled.
Validate the "Behavioral Monitoring Shift" field exists, and that is is disabled.
Validate the "Shift Interval" field exists, and that it is disabled.
Modify an unrelated field, and click the "Save" button.
Select the same program, and Service Event that was just modified.
Validate the "Behavioral Monitoring Shift" field is disabled.
Validate the "Use Routine Monitoring?" field is enabled.
Validate the "Shift Interval" field is disabled.
Check off the "Use Routine Monitoring?" field.
Validate the "Shift Interval" field is disabled.
Click the "Save" button.
Validate message containing "One of more required subform fields are empty: Behavioral Monitoring Shift on System Defined Services", and click the "OK" button.
Click the search within the "Behavioral Monitoring Shift" field.
Validate the "Agency Shift Sets" display, and select the desired "Agency Shift Set".
Validate the "Shift Interval" field is enabled.
Click the "Save" button.
Validate message containing "One of more required subform fields are empty: Shift Interval on User Defined Services.", and click the "OK" button.
Click the search within the "Shift Interval" field.
Validate "Shift Interval Sets" display, and select desired "Shift Interval by Set".
Click the "Save" button.
Select the same program, and Service Event that was just modified.
Click the search within the "Behavior Monitoring Shift" field, and select a different "Behavior Monitoring Shift".
Validate the "Shift Interval" field clears.
Click the search within the "Shift Interval" field, and select the desired description.
Uncheck the "Use Routine Monitoring?" field.
Validate the "Behavioral Monitoring Shift" field clears, and is disabled.
Validate the "Shift Interval" field clears.
Click the "Save" button.

Scenario 4: Validate Non-Routine Monitoring Check

Steps

Navigate to "Agency Setup > Other Setups > Routine Monitoring Setup > Routine Monitoring Shifts".
Click "Add New".
Select "Shift Set" from the drop down list.
Fill out required fields.
Click Save.
Navigate to "Client > Client Information > Critical Information > Non-Routine Monitoring Checks".
Search and select desired Client.
Click "Add New".
Select "Non-Routine Monitoring" from the drop down list.
Fill out required fields.
Click Save.
Validate the fields entered are listed in the Listing.

Scenario 5: Behavioral Health Monitoring (BHM) - New Breadcrumb

Specific Setup:

Staff has access to BHM: Routine Monitoring within Agency Setup > Staff and Security Setup > Navigation Access > Access to Forms.

Steps

Navigate to "Taskbar > Behavioral Health Monitoring > BHM > BHM: Routine Monitoring".
Validate this breadcrumb is visible.

Scenario 6: Behavior Health Monitoring - Validate Filters

Specific Setup:

User has access to "Behavioral Health Monitoring" within Taskbar.

Steps

Navigate "Taskbar > Behavioral Health Monitoring > BHM > BHM: Routine Monitoring".
Click the "Filter" button.
Validate the "Event", "Program", "Facility", "Units", "Date", "Staff", "Shift", and "Client" input boxes are listed.
Validate the "Date" field is auto-populated to today's date.
Validate the "Staff" field is auto-populated to current sign-on User.
Fill out required fields.
Click the "Apply" button.
Validate the results are being shown in the "Client List" column.
Click on a "Client" cell.
Validate the "Client" cell is selected by containing a grey highlight.
Click the "X" button within the "Client" cell.
Validate the "Client" cell has been removed.

Scenario 7: Behavior Health Monitoring - Validate Adding Clients

Specific Setup:

User has access to "Behavior Health Monitoring".

Steps

Navigate to "Taskbar > Behavioral Health Monitoring > BHM > BHM: Routine Monitoring".
Click the "Add Client" button.
Validate the message contains "To Add Client please utilize the Filter first. This LUT depends on Facility, Program, and Date which the Filter supplies."
Click the "OK" button.
Click the "Filter" button.
Fill out required fields.
In the "Unit" field, check a desired unit.
Click the "Apply" button.
Validate the clients are listed in the "Client List" column.
Click "Add Client".
Search and select a client that is already listed.
Validate the message contains "[Desired Client] is already on the list and cannot be added. A form for this client will now open."
Click "Apply".
Validate the client is shown in the "Client List" column.
Validate the client cell is highlighted in grey.
Click "Add Client".
Search and select a client that is in another Unit.
Validate the new client is listed in the "Client List" column.
Validate the client cell is highlighted in grey.

Scenario 8: Behavior Health Monitoring - Validate Hiding/Showing Information

Specific Setup:

User has access to "Behavior Health Monitoring".

Steps

Navigate to "Taskbar > Behavioral Health Monitoring > BHM > BHM: Routine Monitoring".
Verify the "Hide Info" button is listed.
Click the "Filter" button.
Fill out required fields.
Click the "Apply" button.
Select desired client from the "Client List" column.
Verify the "Information" section and "Scheduling" table are listed on the right.
Validate the "Information" section contains information linked to currently selected client.
Validate the "Scheduling" table contains the start and end times of the shift selected in the filter.
Validate the times are in intervals of "00:30".
Click the "Hide Info" link.
Validate the "Information" section is hidden.
Validate the link has changed to "Show Info" link.
Enter a comment in the "Scheduling" table.
Select a different client from the "Client List" column.
Verify the error message exists.
Validate the error message contains "You are changing clients and have unsaved data. To keep changes, cancel and save. Otherwise, click OK to proceed. All unsaved entries will be removed."
Click "Cancel" in the error message window.
Validate changes have not been made.
Select a different client from the "Client List" column.
Verify the error message window exists.
Click "OK" in the error message window.
Validate the "Information" section remains hidden.
Validate the comment entered for the previous client, is not listed for the current client.
Click the "Show Info" link.
Validate the "Information" section is listed.
Validate the section contains information pertaining to current client.

Scenario 9: Behavioral Health Monitoring - Validate Switching Intervals

Specific Setup:

User has access to "Behavioral Health Monitoring".
The interval default is setup in Agency Setup.

Steps

Navigate to "Taskbar > Behavioral Health Monitoring > BHM > BHM: Routine Monitoring".
Click the "Filter" button.
Select a facility that contains four units.
Validate the "Units" table does not contain a scroll bar.
Select a facility that contains more than 4 units.
Validate the "Units" table contains a scroll bar.
Fill out other required fields.
Click "Apply".
Select desired client from the "Client List" column.
Validate the default interval is listed in the "Interval" input box.
Validate the times listed in the "Schedule" table are in intervals.
Set the interval to "00:15".
Click "Save".
Validate the changes have been saved in the "Interval" input box.
Validate the times listed in the "Schedule" table are in intervals of 15.
Select a different client from the "Client List" column.
Validate the interval is set to the default value.
Set the interval to a value that can be rounded (ex. 00:14).
Click "Save".
Validate the interval has been rounded to one value (ex. 00:15).
Validate the times listed in the "Schedule" table are in intervals of the rounded value.
Set the "Interval" input box to "0".
Click "Save".
Validate the "Interval" input box has been reset to the previous value entered.
Navigate to "Agency Setup > Agency > Agency > Agency Information".
Click the "Agency-Specific Settings" tab.
Set the "BHM Default Interval" input box to a desired value.
Click "Save".
Logout and log back in to view the default changes.
Navigate to "Taskbar > Behavioral Heath Monitoring > BHM > BHM: Routine Monitoring".
Click the "Filter" button.
Fill out required fields.
Click "Apply".
Select desired client from the "Client List" column.
Validate the default value has been changed in the "Interval" input box.

Scenario 10: Behavior Health Monitoring - Validate Other Acts Field

Specific Setup:

User has access to "Behavioral Health Monitoring".

Steps

Navigate to "Taskbar > Behavioral Health Monitoring > BHM > BHM: Routine Monitoring".
Click the "Filter" button.
Fill out required fields.
Click "Apply".
Click desired client from the "Client List" column.
Validate the information is listed in the "Behavioral Health Management" section.
Click the "Other Acts" look-up table button in the "Scheduling" table.
Click desired event.
Validate the desired event is listed in the "Other Acts" input box.
Click the "Plus (+)" button.
Validate another row has been added.
Click the "Other Acts" look-up table button.
Click the desired event.
Validate the desired event is listed in the "Other Acts" input box in the recently added row.
Click the "Minus (-)" button.
Validate the row is no longer listed.

Scenario 11: Validate Save and Delete in Behavioral Health Monitoring

Specific Setup:

User has access to "Behavioral Health Monitoring".

Steps

Navigate to "Taskbar > Behavioral Health Monitoring > BHM > BHM: Routine Monitoring".
Click the "Filter" button.
Fill out required fields.
Click "Apply".
Select desired client from the "Client List" drop down list.
Validate the "Total Time of Service" input box is equal to "00:00".
Validate the "Delete" button is disabled.
Verify the "Save" button exists.
Verify the "Clear All" link exists.
Mouse over the "Clear All" link.
Validate the tooltip contains "Clear all unsaved data and reset interval".
Enter a "Other Acts" event without saving.
Click the "Clear All" link.
Validate the event is no longer listed.
Enter another "Other Acts" event.
Click "Save".
Validate the "Total Time of Service" input box is equal to default interval value.
Validate the "Delete" button is enabled.
Verify the "X" button is visible.
Click the "X" button.
Validate the "Total Time of Service" input box is equal back to "00:00".
Validate the "Other Acts" description row is no longer visible.
Add another "Other Acts" description row.
Validate the "Total Time of Service" input box is equal to default interval value.
Click the "Delete" button.
Verify a message box exists.
Click "OK".
Validate the "Total Time of Service" input box is equal back to "00:00".
Validate the "Other Acts" description is no longer visible.
Add the "Other Act" rows without saving.
Click the "Delete" button.
Click "Cancel" button in the message box.
Validate the rows are visible.
Click the "X" button.
Click "OK" in the message box.
Validate the rows are no longer listed.
Validate the "Total Time of Service" input box remains "00:00".

Scenario 12: Validate Submitting in Behavioral Health Monitoring

Specific Setup:

User has access to "Behavioral Health Monitoring".

Steps

Navigate to "Taskbar > Behavioral Health Monitoring > BHM > BHM: Routine Monitoring".
Mouse over the "Select All" button.
Validate the tooltip contains "Submit all client list events that have been saved."
Click the "Submit All" button.
Verify the error message exists.
Validate the error message contains "No clients found, please apply filters."
Click "OK" in the message window.
Click the "Filter" button.
Fill out required fields.
Click "Apply".
Mouse over the client cell.
Validate the tooltip contains "Open this client".
Select desired client from the "Client List".
Click the "Submit All" button.
Verify the confirmation message exists.
Validate the confirmation message contains "All clients with saved data will be submitted. Click OK to proceed."
Click "OK" in the confirmation message window.
Verify the error message exists.
Validate the error message contains "No clients found that can be submitted."
Click "OK" in the error message window.
Mouse over the "Submit" button.
Validate the tooltip contains "Submit this event and Other Acts."
Click the "Other Acts" look-up table.
Select desired event.
Click 'Save".
Mouse over the pencil and paper icon.
Validate the tooltip contains "This client event is ready to submit".
Click "Submit".
Verify the confirmation message window exists.
Validate the confirmation message contains "The current event and other acts will be submitted. Click OK to proceed."
Click "OK" in the confirmation message box.
Validate the client cell contains a green checkmark.
Mouse over the green checkmark.
Validate the tooltip contains "This client event has been submitted".

Topics

• Agency Setup • Behavioral Health Monitoring • Client

ECS-58053 Summary | Details

"CCD" Search

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client > Case Management > Service Management > Service Entry
Client > Client Information > Personal Information > Demographics
Netsmart Technologies, Inc. [CCD Preview]
Query CQN
Select Client

Scenario 1: Validate "CCD" Information Displays In "CQN"

Specific Setup:

CQN-enabled myEvolv environment.
At least one client to search for.

Steps

Navigate to "Client > Client Information > Personal Information > Demographics" and select the Client.
Select "CQN" from the "Actions" menu.
Enter a Provider Name.
Click on the "Search" button.
Select a provider from the "Care Quality Organizations" table.
Click on the "Find Available CCDs" button.
Validate the table is populated.
Click the "Preview CCD" (magnifying glass) button to preview the CCD.
Redo the test with multiple providers selected.
Validate the table populates.

Topics

• CQN/HIE

ECS-58156 Summary | Details

Save as Draft Functionality

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Agency Program Services/Program-User Subform
Agency Setup > Services Setup > By Program > Individual Services
Client Related Task Subform
Client Search
Client Service Entry
Service Events with Security -Client
ABA Session [ADD]

Scenario 1: SubForm - Required Fields with "Save as Draft"

Specific Setup:

The "Draft Service Option" is checked off within "Agency Setup > Services Setup > By Program > Individual Services" on the desired service event.
Multiple SubForms are setup on the form.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry", and select desired client.
Click the "Add Event" button and select the desired event from the list box.
Verify the "Save Draft" button exists.
Fill out desired information for the event except for one of the field(s) on a SubForm that is "Required".
Click the "Save" button.
Validate an alert text displays stating "One or more required SubForm fields are empty" for the missing field.
Click the "OK" button, and enter the missing SubForm information.
Click the "Save Draft" button.
Validate the "Status" field contains "Draft".

Scenario 2: SubForm - Required Fields without "Save as Draft" enabled

Specific Setup:

The "Draft Service Option" is not checked off within "Agency Setup > Services Setup > By Program > Individual Services" on the desired service event.
There are multiple SubForms that are setup on the form that are set as required fields.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry", and select desired client.
Add an event that contains multiple sub forms that contain required fields.
Fill out all the desired fields except for one that is required.
Click the "Save" button.
Validate an alert text containing "One of ore required fields are empty" for the missing field.
Click the "OK" button and set the field that is required.
Click the "Save" button.
Validate the "Status" field does not contain "Draft".

Topics

• SubForm

ECS-58414 Summary | Details

Flight Recorder and SubForms

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Personal Information [EDIT]
Client Search
Confidential Contact Information Subform
Confidential Program Sub Subform
Program Listing - All

Scenario 1: Guardiant Flight Recorder - Validate Sub Form Actions - Menu Buttons SubForm

Specific Setup:

A Form exists with a known set of SubForms.
Any client to be used so the form can be loaded.
Access to Flight Recorder and the ability to view encrypted records.
The Form being used is accessible in "Form Designer".

Steps

Navigate to the form name with the SubForms included.
Select the client to be loaded to enable that form to load.
Access Flight Recorder.
Access the Sessions tab.
Validate the "SubForms" with the SubForm Name from Form Designer display.
Validate these values match what is in form designer.
Validate the "Action Taken" indicates "Load".
Refresh the Form.
Monitor the Flight Recorder.
Validate a "/nx/Form.aspx" displays.
Validate the Form and SubForm loads.
Validate the "Action Taken" indicates "Load".
Add a value to the Form.
Click "Cancel".
Validate a "/nx/Form.aspx" displays.
Validate the form and SubForm loads.
Validate the "Action Taken" indicates "Load".
Add a value to the Form.
Click "Refresh".
Validate the form and SubForm loads.
Validate the "Action Taken" indicates "Load".
Add a value to the form.

Scenario 2: Guardiant Flight Recorder - Validate Sub Form Actions Are Captured

Specific Setup:

A Form exists with a known set of SubForms.
The SubForm has Text, Check Boxes and Look Up Tables on it.
Any client to enable the form to be loaded.
Access to Flight Recorder and ability to view encrypted records.
The Form is accessible in "Form Designer".

Steps

Navigate to the form name with the SubForms included.
Select the client to be loaded to enable that form to load.
Modify a SubForm with that has fields such as Text, Look-ups, Check Boxes.
Access Flight Recorder.
Select the Sessions.
Access the data.
Review the Flight Recorder steps.
Validate the "SubForms" display.
View the "encrypted" data.
Validate the data matches what was entered.
Select the "Actions" Button on the SubForm.
Choose "Delete".
Validate Fight Recorder logged a "Delete" value.
Recall the record.
Validate Flight Recorder logged a "Recall" value.
Delete the data in a field on the SubForm.
Validate Flight Recorder captured the keystrokes.
Modify data on the SubForm.
Validate Flight Recorder captured the steps.

Topics

• SubForm

ECS-58514 Summary | Details

Multi Agency Walk-In Appointments

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Agency [EDIT]
All Clients With Security Listing by PeopleID
Client Related Task Walk Ins [ADD]
Event Definitions with Security by Program
Facilities Listing by Program
FrontDeskCheckIn
Program by Person and Agency (Active)
Staff - Service Providers (by Staff_id)

Scenario 1: Multi Agency - Validate Viewing Events In Common Programs Are Agency Specific - Walk In

Specific Setup:

Multiple agencies exist in the system. In this example they will be called "AgencyA" and "AgencyB".
The staff have logins to the multiple agencies.
Each agency is using the same program name. The program in each agency has a different list of service events configured.
At least one event is able to be scheduled.
At least one client that is enrolled in the program for the agency.

Steps

Login to "AgencyA".
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "Walk In" button.
Fill in the required fields.
When the "Activity" look up is selected, validate the look up table displays with the events.
Validate only the events in "AgencyA" display.
Validate events in "AgencyB" that are not in "AgencyA" do not display.
Close the Form
Exit out of "AgencyA".
Log into "AgencyB".
Redo the above test.
Validate events in "AgencyA" that are not in "AgencyB" do not display.
Validate "AgencyB" events display.

Topics

• Agency • Event Setup

ECS-58604 Summary | Details

Front Desk Calendar

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

FrontDeskCalendar
FrontDeskCheckIn

Scenario 1: Validate Expand/Collapse Menu in Front Desk

Specific Setup:

User has access to "Front Desk Calendar".

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click the "View Calendar" button.
In the "Front Desk Calendar" form,
Verify the "Arrow" button exist to expand/collapse the facilities list box.
Click the "Arrow" button.
Validate the facilities list box is not visible.
Click the "Arrow" button.
Validate the facilities list box is visible.
Collapse the facilities list box.
Click "Close".
Click the "View Calendar" button.
In the "Front Desk Calendar" form.
Validate the facilities list box has been defaulted to visible.
Set the "Staff" filter input box to desired staff.
Check the desired staff check box.
Collapse the facilities list box.
Validate the filtered results are visible.
Clear out the filters.
Expand the facilities list box.
Validate the defaulted results are visible.
Click "Close".

Topics

• Front Desk

ECS-58665 Summary | Details

Claim Receiver Output

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Alternative Claim Output
Billing Batches Management
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: Finance Claim Output – "Northeast Parent and Child Society DDS- 1104"

Specific Setup:

Available billing batch to output.

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
Select desired "Claim Receiver".
Change "Alternative Claim Output Format" to "Northeast Parent and Child Society DSS -1104".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for a "Billing Batch" using desired "Claim Receiver" from step 2.
Click "Actions > Northeast Parent and Child Society DSS -1104".
Click "Generate Paper Output".
Validate output displays desired results and aligns with headers/columns/footers.

Topics

• Finance • Finance Setup

ECS-58693 Summary | Details

Finance Members Info

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Form Families by Event Category
Forms
Formset Members [ADD]
Formset Members [DELETE]

Scenario 1: Validate Finance Formset Members Remain After Upgrading System

Specific Setup:

Ability to upgrade system.

Steps

Navigate to "Setup > User Tools > Formset Maintenance > FormSet Members".
Select a desired Finance FormSet.
Add New "Formset Members".
Fill in required information.
Save and verify new FormSet member displays in table.
Wait for upgrade.
Navigate to "Setup > User Tools > Formset Maintenance > FormSet Members".
Select FormSet from step 2.
Validate User Created FormSet exists.

Topics

• Finance • Setup

ECS-58704 Summary | Details

Merge Utility

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Critical Information
Merge Utility
People Search
Referral Search

Scenario 1: Validate Merging A Duplicate Client With Multiple Referral Records

Specific Setup:

Requires a Client with more than one "Referral Record" into different Programs.
The Client needs to be enrolled into the Program via the "Accepted Referral" for both "Referrals".
Requires a second "Permanent" Client record that the first Client can be merged into.

Steps

Navigate to "Taskbar > System Maintenance > Application Maintenance > Merge".
Select desired "Duplicate Person".
Validate all of the "Programs and Referrals" are listed.
Select desired "Permanent Person".
Click the "Auto Merge" button (right arrow).
Validate all of the "Programs and Referrals" moved over to the "Permanent Person".
Save.
Validate alert message "Merged Completed."
Validate the "Programs and Referral" records are no longer listed under the "Duplicate Client".
Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
Search for desired "Permanent Person".
Validate the "Permanent Person" is listed with each of the "Referral Records".

Topics

• Program Referrals • Utilities

ECS-58878 Summary | Details

Incident Module "Draft Service Option"

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Agency Program Services/Incidents [EDIT]
Incident Participants - Other Subform
Incident Participants-Known People Subform
Incident Simple Form [ADD]
Incident Simple Form [EDIT]
IncidentSearch
Location (Incident)
Participant Role in the Event
People - Event Participants
Person Type
Actual Location LUT from profiles
Agency Program Incident Events [EDIT]
AWOL [ADD]
B2H Incident Form [EDIT] *DRAFT*
Facilities Listing by Program
Incident Notification - Internal Subform
incident Notifications - External
Incident Notifications - External Subform
Incident Notifications - Internal
Program Listing - All
Supervisors with no new

Scenario 1: Incident - No "Save Draft" Option

Specific Setup:

Navigate to "Agency Setup > Services Setup > By Program > Incident Events".
Select the desired program that contains the desired "Service Event".
Click the "Actions" button to expand the desired event.
Validate the "Draft Service Option" is not checked.
Click "X" to close.

Steps

Navigate to "Incidents > Incidents > Incidents > Incident".
Click on the "Create Incident" button and select the incident not set with the "Draft Service Option".
Set the required/desired fields and click the "Save" button.
Validate the "Save Draft" button does not display.
If desired, click on the "Basic Approval w/options for Incidents".
Set desired information on the "Route Event (Open)" form and click on the "Route" button.
Click the "Refresh" button and click on the "Routing Actions" button.
Set desired information and click on the "Route" button.
Click the "Select Incident" button, set the desired filters, and click search.
Validate the desired incident displays and the "Draft" box is not checked.
Click the "X" to close.

Scenario 2: Incident - "Save Draft" Option

Specific Setup:

Navigate to "Agency Setup > Services Setup > By Program > Incident Events".
Select the desired program that contains the desired "Service Event".
Click the "Actions" button to expand the desired event.
Set the "Draft Service Option" as checked.
Click "X" to close.
User has access to Incidents module.

Steps

Navigate to "Incidents > Incidents > Incidents > Incident".
Click on the "Create Incident" button and select the incident that is set with the "Draft Service Option".
Verify the "Save Draft" button exists.
Set the required/desired fields, including the "Program" field.
Click the "Save Draft" button.
Click the "Select Incident" button.
Set the "Control #" input box to the newly created incident and press the enter key.
Validate the displayed output contains the newly created incident.
Validate the "Draft" box is checked.
Click the "X" to close.
Click the "Select Incident" button and check off the "Draft" box.
Click the search within the "Search Incidents".
Validate the incident displays and contains the desired program, and the "Draft" box is checked.
Click the "X" to close.
On the draft incident, set the "Actual Location", "To Be Reviewed By", "Reporting Office", "Client Being Reported", and any other desired fields.
Click the "Save" button.
Validate the "Save Draft" button is no longer present.
Click the "Select Incident" button.
Check off the "Draft" box and click search.
Validate the incident is not displayed.
Click "X" to close.
Navigate to "Incidents > Incidents > Incidents > Incident".
Click on the "Create Incident" button and select the incident that is set with the "Draft Service Option".
Verify the "Save Draft" button exists.
Set the required/desired fields, excluding an entry within the "Program" field.
Click the "Save Draft" button.
Click the "Select Incident" button.
Check the "Draft" button and click the search.
Validate the displayed output contains the newly created incident.
Validate there is nothing indicated within the "Program" field.
Validate the "Draft" box is checked.
Click the "X" to close.
On the draft incident, set the "Actual Location", "To Be Reviewed By", " Program" "Reporting Office", "Client Being Reported", and any other desired fields.
Verify the "Save Draft" button is present.
Click the "Save" button.

Scenario 3: Incident - "Select Incident" Draft Search

Specific Setup:

Incident is saved as "Draft.
User has access to Incidents module.

Steps

Navigate to "Incidents > Incidents > Incidents > Incident".
Click on the "Select Incident" button.
Check the "Draft" box.
Click the search.
Validate the incident displays with a check box within the "Draft" and "Unlocked" fields.
Check the "Locked" box.
Click the search.
Validate the incident does not display.
Click the search.
Check the "Unlocked" box.
Click the search.
Validate the incident displays with a check box within the "Draft" field and "Unlocked" fields.
Check the "Sensitive" box.
Click the search.
Validate the incident does not display.
Click on the "Clear All" link.
Set the "Control #" field to the desired Control # for the draft event.
Click the search.
Validate the incident displays with a check box within the "Draft" field and "Unlocked" fields.
Click the "Clear All" link.
Set the "Date From:" input box to desired date.
Click the search.
Validate the incident displays with a check box within the "Draft" field and "Unlocked" fields.
Click the "X" to close the window.

Topics

• Incidents

ECS-58944 Summary | Details

Applicant Members Info

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Form Families by Event Category
Forms
FormSet List - User
FormSet Maintenance Form Set
Formset Member - User Defined [ADD]
Formset Member - User Defined [EDIT]
Security Schemes

Scenario 1: Validate Applicant Members Formset Members Remain After Upgrading System

Specific Setup:

Ability to upgrade system.

Steps

Navigate to "Setup > User Tools > Formset Maintenance > FormSet Members".
Select a desired FormSet.
Add New "Formset Member - User Defined".
Fill in required information.
Save and verify navigation to new FormSet member.
Allow the build to run and after the upgrade has been applied, check the same location to confirm the formset member that was created is still present.
Navigate to "Setup > User Tools > Formset Maintenance > FormSet Members".
Select FormSet from step 2.
Validate User Created FormSet exists.

Topics

• Agency Setup • Setup

ECS-59036 Summary | Details

Respite Placement Disruptions and Respite Enrollments

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Critical Information Form Set
Client Search
Critical Information
Facilities Listing by Program
Placement Disruptions: Respite Placement [ADD]
Placement Disruptions: Respite Placement [DELETE]
Placement Disruptions: Respite Placement [EDIT]
Placement Events by Agency/Program - People
Program by Client's Service Track - Respite
Program Enrollment [Delete]
Unit Table

Scenario 1: Validate End Dating A Respite Placement Disruption

Specific Setup:

Requires a client with a "Respite Placement" Disruption that is not yet end dated.
Placement disruption should exist prior to upgrading.

Steps

After an upgrade is performed, navigate to "Client > Client Information > Critical Information > Placement Disruptions".
Select desired client.
Open the "Respite Placement Disruption".
Enter an end date on the placement disruption".
Save.
Click "Add New".
Select "Respite".
Fill in required fields for the "Respite Placement Disruption".
Select the same "Program and Facility" as previous "Placement Disruption".
Save.
Click on "Enrollment Information".
Click "Refresh" button.
Validate previous "Respite Enrollment" has been end dated.
Validate the second "Respite Enrollment" is listed.

Topics

• Client

ECS-59038 Summary | Details

Opening Forms From Standalone Form Sets

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

General Client Assessment [ADD]
General Client Assessment [EDIT]
My Referral Information Form Set
Program Listing by Agency and Service Event
Provider Sites by Program
Select File for Upload
Text Templates
Basic Assessment [ADD]
Basic Assessment [EDIT]
My Client Information Form Set
Program by Client's Service Track and Service

Scenario 1: Widgets Pending Referral - Validate "Upload Document" Window Closes

Specific Setup:

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

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "My Pending Referrals" Widget.
Access a referral from the widget.
Click the "Assessment" Tab.
Add an assessment that contains a document upload feature.
Upload a file.
Save the file.
Fill in any other required fields.
Save the form.
Validate all forms closed prior do not display.
Exit the "My Referral Information" form.
Validate the form displays the widget selections.
Select the same referral.
Edit the assessment just created.
Remove the image and load a second image.
Validate all forms close appropriately.
Save the file.
Validate prior forms closed display.
Close the form.
Validate the widgets form displays.
Validate no forms closed in prior steps display.

Scenario 2: Widgets My Clients - Validate "Text Template" Window Closes

Specific Setup:

Staff that has clients displaying in the "My Clients Widget".
An "Assessment" exists that contains a "Note" area.
The "Note" area has existing templates.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "My Clients" Widget.
Access a client from the widget.
Click the "Assessment" Tab.
Add an assessment that contains a document upload feature.
Fill in any required fields.
Select the "Progress Note" template.
Validate the template is entered into the progress note.
Validate the "Text Template" look up table clears.
Save the form.
Validate all forms closed prior do not display.
Exit the "Client Information" form.
Validate the form displays the widget selections.
Validate all items closed prior, do not display.
Select the same client.
Edit the assessment just created.
Modify the progress note with a new template.
Validate the "Text Template" look up table closes.
Save the form.
Validate prior forms closed do not display.
Close the form.
Validate the widgets form displays.
Validate no forms closed in prior steps display.

Topics

• Forms • SubForm

ECS-59089 Summary | Details

NY Medicaid FIPS Billing with 837i Output

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

837 File
Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
Client Search
Client Service Entry
FinanceClaims
Group Programs [EDIT]
Group Programs Subform
Immediate Billing Run Request [ADD]
NY County Codes for Billing
Receiver Information - All
Receiver Information State Specific [EDIT]
Receiver Information UB-04 [EDIT]
Service Facilities Form Set
Service Facilities Listing
Service Facility [EDIT]
Submitter Information
All People with Benefit Assignments with LOS
Billing Run Request Limit People Subform
MB Activity Event [EDIT]

Scenario 1: Validate NY Medicaid FIPS Billing When County Is Set On The Event Log Record

Specific Setup:

Requires an event with "NY_County_Code" event log field, linked to "NY County Codes for Billing" LUT.
On the receiver setup "Output NY FIPS Code (NY Only)" should be checked.
"Include rate code in HI segment (for NYSDOH)" should also be checked.
"Output NY County Proxy Code" should also be checked on the receiver setup under "UB-04".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Enter desired event.
Select desired "NY County Code".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Open the batch.
Create the "837I Output".
Validate it contains "HI*BE:24:::(Rate Code)*BE:85:::(FIPS CODE )".
Create the "UB-04 Output".
Validate "Box 39" contains 61 with desired "FIPS Code".

Scenario 2: Validate NY Medicaid FIPS Billing When County Is Set On The Service Facility

Specific Setup:

On the receiver setup "Output NY FIPS Code (NY Only)" should be checked.
"Include rate code in HI segment (for NYSDOH)" should also be checked.
"Output NY County Proxy Code" should also be checked on the receiver setup under "UB-04".

Steps

Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select desired "Facility".
Under "Programs/Services Operated" expand desired "Program".
Set desired "NY County Code".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Open the batch.
Create the "837I Output".
Validate it contains "HI*BE:24:::(Rate Code)*BE:85:::(FIPS CODE )".
Create the "UB-04 Output".
Validate "Box 39" contains 61 with desired "FIPS Code".

Scenario 3: Validate NY Medicaid FIPS Billing When County Is Set On Receiver

Specific Setup:

Requires a service that can be billed.
"Benefit Assignment" for the client should be linked to a "Receiver" than is set to output "837I and UB-04".
Scenario assumes "NY County Code" is not set on the service or facility.

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup UB-04".
Select desired "Receiver".
Check "Output NY County Proxy Code".
Select desired "Default County Code".
Click on "Receiver Setup State Specific" tab.
Under "NY Specific" check "Output NY FIPS Code (NX Only)".
Select desired "Default County Code (NX Only)".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Open the batch.
Create the "837I Output".
Validate it contains "HI*BE:24:::(Rate Code)*BE:85:::(FIPS CODE )".
Create the "UB-04 Output".
Validate "Box 39" contains 61 with desired "FIPS Code".

Topics

• Finance

ECS-59090 Summary | Details

NY Medicaid FIPS Billing with UB04 Output

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

837 File
Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
Client Search
Client Service Entry
FinanceClaims
Group Programs [EDIT]
Group Programs Subform
Immediate Billing Run Request [ADD]
NY County Codes for Billing
Receiver Information - All
Receiver Information State Specific [EDIT]
Receiver Information UB-04 [EDIT]
Service Facilities Form Set
Service Facilities Listing
Service Facility [EDIT]
Submitter Information
All People with Benefit Assignments with LOS
Billing Run Request Limit People Subform
MB Activity Event [EDIT]

Scenario 1: Validate NY Medicaid FIPS Billing When County Is Set On The Event Log Record

Specific Setup:

Requires an event with "NY_County_Code" event log field, linked to "NY County Codes for Billing" LUT.
On the receiver setup "Output NY FIPS Code (NY Only)" should be checked.
"Include rate code in HI segment (for NYSDOH)" should also be checked.
"Output NY County Proxy Code" should also be checked on the receiver setup under "UB-04".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Enter desired event.
Select desired "NY County Code".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Open the batch.
Create the "837I Output".
Validate it contains "HI*BE:24:::(Rate Code)*BE:85:::(FIPS CODE )".
Create the "UB-04 Output".
Validate "Box 39" contains 61 with desired "FIPS Code".

Scenario 2: Validate NY Medicaid FIPS Billing When County Is Set On The Service Facility

Specific Setup:

On the receiver setup "Output NY FIPS Code (NY Only)" should be checked.
"Include rate code in HI segment (for NYSDOH)" should also be checked.
"Output NY County Proxy Code" should also be checked on the receiver setup under "UB-04".

Steps

Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select desired "Facility".
Under "Programs/Services Operated" expand desired "Program".
Set desired "NY County Code".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Open the batch.
Create the "837I Output".
Validate it contains "HI*BE:24:::(Rate Code)*BE:85:::(FIPS CODE )".
Create the "UB-04 Output".
Validate "Box 39" contains 61 with desired "FIPS Code".

Scenario 3: Validate NY Medicaid FIPS Billing When County Is Set On Receiver

Specific Setup:

Requires a service that can be billed.
"Benefit Assignment" for the client should be linked to a "Receiver" than is set to output "837I and UB-04".
Scenario assumes "NY County Code" is not set on the service or facility.

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup UB-04".
Select desired "Receiver".
Check "Output NY County Proxy Code".
Select desired "Default County Code".
Click on "Receiver Setup State Specific" tab.
Under "NY Specific" check "Output NY FIPS Code (NX Only)".
Select desired "Default County Code (NX Only)".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Open the batch.
Create the "837I Output".
Validate it contains "HI*BE:24:::(Rate Code)*BE:85:::(FIPS CODE )".
Create the "UB-04 Output".
Validate "Box 39" contains 61 with desired "FIPS Code".

Topics

• Finance

ECS-59111 Summary | Details

Audit Snapshot

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Client Service Entry
Form Fields Test [ADD]
Form Fields Test [EDIT]
Print Preview
2. Simple Service Entry [ADD]
2. Simple Service Entry [EDIT]
Diagnosis Search Service
DSM 4 B2E Subform
Education Materials Provided Subform
Event Definitions - Service - by Category/Program
Event Delete Reason
Event Deleted [ADD]
Expense Items
Immunizations - B2E - Public Health [ADD]
Immunizations - B2E - Public Health [EDIT]
Immunizations - B2E - Public Health Subform
Inventory Container By Vaccine
Other Activities Miles - B2E Subform
Priority Table
Release Option
Vaccine Funding Source
Vaccines In Inventory
VFC Eligibility

Scenario 1: Validate Signature in Print Preview on E-Signed Event with Audit Snapshot

Specific Setup:

Requires access to "Client > Case Management > Service Management > Service Entry".
Requires an event that may be E-Signed.
Requires audit snapshot to be enabled.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select a Client.
Create or open an existing event and E-Sign it.
Reopen the E-Sign event and confirm it loads as a snapshot.
Click the "Print" button and select the "Print Form" option.
Confirm that the Signature of the user that signed the event appears at the bottom of the page.

Scenario 2: Validate Forms With Assessments, Look Up Tables, Sub Forms, and Normal Inputs Save Inputs

Specific Setup:

Service events with assessments, look up tables, sub forms, normal Inputs.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Add desired service entry.
Fill out assessments, look up tables, sub forms, normal Inputs, and remaining fields and save form.
Reopen form and validate inputs saved.
Make changes and save form again.
Reopen form and validate changed inputs saved.

Topics

• Audit Snapshot • Client • Forms • Service Entry

ECS-59199 Summary | Details

Attendance Billing for Agencies Using State Reporting

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
Attendance Tracking
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim/Invoice Batch [VIEW]
FinanceClaims
Immediate Billing Run Request [ADD]
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Payor Information [EDIT]
Submitter Information
Client Critical Information Form Set

Scenario 1: State Reporting With Self Pay – Attendance Billing

Specific Setup:

The "Extracts Only Payer" is checked off on the desired State Reporting Payer.
Placement Disruption is set on the client and rate.
Attendance Check In/Out has a date set with an "Excused Absence", with the same date as the placement disruption.
Client has benefit assignment set with State Reporting and Self Pay.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Set the "Submitter" to the Self Pay.
Set the required and desired fields, including the desired client.
Click the "Save" button.
Once the billing run is completed, review the output, and validate the date with placement disruption and no attendance is present.
Mark the batch as sent.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Set the "Submitter" to the State Reporting Payer.
Set the required and desired fields, including the desired client.
Click the "Save" button.
Once the billing run is completed, review the output, and validate the date with placement disruption and no attendance is present.
Mark the batch as sent.

Scenario 2: Attendance Program - Medicaid and State Reporting - Billing Sequence 1

Specific Setup:

The "Extracts Only Payer" is checked off on the desired State Reporting Payer.
Placement Disruption is set on the client and rate.
Attendance Check In/Out has a date set with an "Excused Absence", which is the same date as the placement disruption.
Client that both benefit assignments set below as primary and billing sequence set to 1.
State Reporting
Medicaid

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Set the "Submitter" to the Medicaid payer.
Set the required and desired fields, which will contain a client that has a Medicaid and State Reporting primary benefit assignments.
Click the "Save" button.
Once the billing run is completed, review the output, and validate the date with placement disruption and no attendance is not present.
Mark the batch as sent.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Set the "Submitter" to the State Reporting payer.
Set the required and desired fields, which will contain a client that has a Medicaid and State primary benefit assignments.
Click the "Save" button.
Once the billing run is completed, review the output, and validate the date with placement disruption and no attendance is present.
Mark the batch as sent.

Scenario 3: Attendance Program - State Reporting and Medicaid - Billing Sequence 1

Specific Setup:

The "Extracts Only Payer" is checked off on the desired State Reporting Payer.
Placement Disruption is set on the client and rate.
Attendance Check In/Out has a date set with an "Excused Absence", with the same date as the placement disruption.
Client that both benefit assignments set below as primary and billing sequence set to 1.
State Reporting
Medicaid

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Set the "Submitter" to the State Reporting payer.
Set the required and desired fields, which will contain a client that has State Reporting and Medicaid primary benefit assignments.
Click the "Save" button.
Once the billing run is completed, review the output, and validate the date with placement disruption and no attendance is present.
Mark the batch as sent.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Set the "Submitter" to the Medicaid payer.
Set the required and desired fields, which will contain a client that has State Reporting and Medicaid primary benefit assignments.
Click the "Save" button.
Once the billing run is completed, review the output, and validate the date with placement disruption and no attendance is not present.
Mark the batch as sent.

Topics

• Finance • Finance Setup • State Reporting

ECS-59218 Summary | Details

Reports - Secondary Server

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

All Clients With Security for Reports
Client Service Entry
Report Parameters PickList
Report Selection Picklist
Report: Client Services Billable Report
Client Search
Report: Payable Services Report
Report: Services Payable Report

Scenario 1: Client Services Billable Report - Secondary Server

Specific Setup:

Billable client service(s) on record.
Configured secondary server.

Steps

Navigate to "Reports > Clients > Services & Treatment > Billable Client Services".
Set desired parameters and click the "Preview" button.
Take note of one of the entries.
Navigate to "Client > Case Management > Service Management > Service Entry".
Click "Select Client" and set it to the client that was within report output.
Modify an entry that was within the report output.
Navigate to the site utilizing the secondary server.
Navigate to "Reports > Clients > Services & Treatment > Billable Client Services".
Set the same parameters as previously and click the "Preview" button.
Validate the entry that was modified within "Client > Case Management > Service Management > Service Entry", displays with the new modification(s).
Close the report.

Scenario 2: Services Payable Report - Secondary Server

Specific Setup:

Service that is defined as billable.
Configured secondary server.

Steps

Navigate to "Reports > Clients > Services & Treatment > Payable Services".
Set desired parameters and click the "Preview" button.
Take note of one of the entries.
Navigate to "Client > Case Management > Service Management > Service Entry".
Click "Select Client" and set it to the client that was within report output.
Modify an entry that was within the report output.
Navigate to the site utilizing the secondary server.
Navigate to "Reports > Clients > Services & Treatment > Billable Client Services".
Set the same parameters as previously and click the "Preview" button.
Validate the modified entry that was performed within "Client > Case Management > Service Management > Service Entry", displays with the new modification(s).
Close the report.

Topics

• Reports

ECS-59219 Summary | Details

Utilization of “Excel” Output for Canned Reports – Secondary Server

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

All Clients With Security for Reports
As Of Date w Parms and Selection [ADD]
Client Personal Information [EDIT]
Client Search
Report Parameters PickList
Report Selection Picklist
Report: Client Roster Report

Scenario 1: Excel Output for Canned Report on Secondary Server

Specific Setup:

Client enrolled into the agency.
User has access to Reports module.

Steps

Navigate to "Reports > Clients > General > Client Roster".
Set desired "As Of Date" and "Report Selection".
Set the "Parameter" to "Client" with the "Value" to desired client.
Click the "Preview" button.
Navigate to "Client > Client Information > Personal Information > Demographics".
Click "Select Client" and set it to the client that was used within the report.
Modify the clients name and click the "Save" button.
Navigate to the site utilizing the secondary server.
Navigate to "Reports > Clients > General > Client Roster".
Set the same parameters as previously and click the "Preview" button.
Validate the modification made to the client's name displays.
Close the report.

Topics

• Reports

ECS-59221 Summary | Details

Background Tasks

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Personal Information [EDIT]
Client Search
Conditional Formatting Configuration
NX Report Processor
Report Designer
Save Reports
Scheduled Custom Reports [ADD]
ADD Form -- Webpage Dialog
Allergies - not drug related -- Webpage Dialog
Client > Client Information > Health Information > Allergies
Clients -- Webpage Dialog
Non-drug Allergy [DELETE]

Scenario 1: Reporting Server Scheduler Configuration

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Scenario 2: Validate Scheduled CSV Report Displays Client Name From Report Server

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Scenario 3: SDK Schedule Process Settings

Steps

Internal Testing Only

Topics

• Client • Setup

ECS-59258 Summary | Details

Self-Pay Summary All Checks Received SubReport

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Cash Receipt Maintenance 2.0 Form Set
Cash Receipts Maintenance NX
Cash Received (Manual) - New [ADD]
Cash Received Maintenance (System) [EDIT]
Client Search
Clients with Security by Payer
Deposit Slip Only [ADD]
Deposit Slips
GL A/R Temporary Unallocated Account
GL Cash Accounts
Payers by Receiver
Print Preview
Receiver Information - All
Self-Pay Info [EDIT]

Scenario 1: Validate All Checks Received SubReport Under Self Pay Summary

Specific Setup:

Requires two clients with "Self Pay Benefit Assignment" where the "Send Claims To" is linked to same "Guarantor".

Steps

Navigate to "Finance > Remittance Processing > Remittance Receipts > Receipt".
Click "Select Receipt".
Click "New".
Set "Receiver" to desired "Self Pay Receiver".
Set "Payor" to guarantor linked to both clients.
Set "Client" to desired client.
Fill in remaining required fields.
Save.
Navigate to "Client > Client Information > Personal Information > Self-Pay Summary".
Select desired client.
Validate the desired check is listed.
Click "Select Client".
Set "Search" input box to the second client.
Click "Search".
Validate the check is not listed.

Topics

• Client • Finance • SubReports

ECS-59277 Summary | Details

Inbound Messages Configured For Payload "V2"

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
Marital History Sub Form Subform
Referral Information Form Set
Referral Search

Scenario 1: Inbound EPICADT04 and EPICADT08- Create, Update Patient- Validate Version "V2" Payload Functionality

Specific Setup:

A referral record that will be added into the system. This will be the "EPICADT04" record.
A second referral record to update a pre-existing referral in the system, This will be the "EPICADT08" record.
The user knows the values in the fields.

Steps

Send the "EPICADT04" record, this will be the new referral.
Navigate to "Taskbar > System Maintenance > Import Services > Import File Log".
Select the template used, "EPIC Create New Referral".
Validate no errors occurred for the import.
Navigate to "Referral > Agency Referral > Referral Information > Demographics".
Validate the referral was added.
Validate the demographic data that was sent is accurate.
Navigate to the "Benefit Assignments" tab.
Validate the benefit assignment data matches what was sent.
Update the referral with the "EPICADT08" record.
Validate modifications sent were updated on the referral record.
Validate changes in the address create a new address line.
Resend the same data files a second time.
Validate the extra send does not modify the records or add additional records.

Scenario 2: Inbound Orchard - Validate Version "V2" Payload Functionality

Specific Setup:

A referral and client record that will be added into the system.
The user knows the values in the fields.

Steps

Send the "Orchard" record, this will be the new referral.
Navigate to "Taskbar > System Maintenance > Import Services > Import File Log".
Select the template used.
Validate no errors occurred for the import.
Navigate to Referral > Agency Referral > Referral Information > Demographics".
Validate the referral was added.
Validate the demographic data that was sent is accurate.
Navigate to "Client > Client Information > Personal Information > Demographics".
Select the client.
Validate the demographic data that was sent is accurate.

Topics

• CareConnect • Third Party Solution

ECS-59278 Summary | Details

SubReport and Event SubForm Loading

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Client Service Entry
EvolvCS Client [EDIT]
Physical Characteristics - B2E Subform

Scenario 1: Validate SubReports and SubForms Load Data When Scrolled To

Specific Setup:

Client needs at least one Physical Characteristics entry.
Access to enable Audit Snapshot.
Audit Snapshot initially disabled.
Service event form that is long enough where scrolling is required should include:
SubReport at the top, middle and bottom of the form.
Event SubForm at the top, middle and bottom of the form.
Event SubForm data links to SubReport data.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Add new desired event from setup.
Confirm the SubReport at the top displays data.
Scroll to the middle SubReport.
Confirm it loads and displays same data.
Use the form group links on the left to jump to the last group.
Confirm the SubReport loads and displays same data.
Close and Add new desired event again.
Use the form group links on the left to jump to the last group.
Confirm it loads and displays data.
Scroll to the middle SubReport.
Confirm it loads and displays same data.
Scroll to event SubForm from setup.
Confirm you can add new data from the event SubReport.
Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Enable Audit Snapshot.
Navigate to "Client > Case Management > Service Management > Service Entry".
Open your form, save, and submit.
Open the snapshot.
Confirm all SubReports have data.

Topics

• Client • Setup

ECS-59315 Summary | Details

Claim Submission

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 Action Reasons
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceClaims

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Denied" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the next "Submission # 2".
Validate the claim generated with the expected number of units.

Scenario 2: Validate Bulk Calculate Rate Adjustment/Replacement Claims

Specific Setup:

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

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Paid" link to group the claims together.
Click "Bulk Actions" button.
Select "Adjustment/Replacement".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Adjustment/Waterfall".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Adjustment and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the correct "Submission # 2".
Validate the claim generated with the correct number of units.
Click on the claim to view the "Accounting Info".
Validate the "Journal Entries" contain desired amount.

Topics

• Finance

ECS-59330 Summary | Details

Printing Test/Assessment

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Client Service Entry
Print Preview

Scenario 1: Validate Printing An Assessment With Multiple SubReports

Specific Setup:

Requires an assessment with multiple "SubReports" on various areas of the event.
Questions on the assessment are also flagged with "Two questions on one row".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click on desired "Completed Event".
Click "Print" and select "Print Form".
Validate the assessment prints and displays desired "SubReports".

Topics

• Assessments

ECS-59359 Summary | Details

CCD Viewing

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

CCD Inbox
CCD Reconciliation Status
Clinical Document
Clinical Reconciliation - Confirmation [Edit]
Clinical Reconciliation [EDIT]
HL7 Allergies and Alerts Staging Subform
HL7 Allergies Confirmation Subform
HL7 Medication Staging Confirmation Subform
HL7 Medication Staging Subform
HL7 Problems Confirmation Subform
HL7 Problems Staging Subform
People Search
Process CCD File
Upload HL7 File

Scenario 1: CCD Inbox - Validate Reconciliation Functions

Specific Setup:

The CCD is at the point of being reconciled.

Steps

Navigate to "Taskbar > Care Exchange > Care Exchange > CCD Inbox".
Select the "Reconcile CCD" from the "Actions" drop down listing.
Validate the "Clinical Reconciliation" Form displays.
Reconcile the items that appear in the SubForms.
Save the form.
Validate the "Clinical Reconciliation - Confirmation" form displays.
Validate the values are accurate to what was selected.
Check the "Confirm Reconciliation"
Save the form.
Select the "View CCD" from the "Actions" drop down form for the record reconciled.
Validate the "Clinical Document" displays.
Validate the values are accurate.

Topics

• CCD

ECS-59367 Summary | Details

EHI Export Report - "Bulk Print Bundle"

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Bulk Print Bundle [ADD]
Bulk Print Bundle [VIEW]
Print Preview
Printing Bundle Templates Active
EHI Export Filters Subform
Reports > All EHI Exports > All EHI Exports > EHI Export

Scenario 1: EHI Export - "Include All Clients"

Specific Setup:

User has access to Reports module.

Steps

Navigate to "Reports > All EHI Exports > All EHI Exports > EHI Export".
Click the "Add New" button, and select "Bulk Print Bundle" from the listing.
Click the "Print Bundle Template Look Up Table" button, and select the desired template.
Check off the "Include All Clients" field.
Validate the "Client" label is disabled.
Click the "Save" button.
Click the "Refresh" button.
Validate the below fields exist and contain the data just entered.
"Start Date"
"Print Bundle Template"
"Is Completed"
Click the "Actions" button on the newly created item, and select "Open Form".
Validate the "Bulk Print Bundle" form opens in "View" mode.
Click the "Print" button, and select "Print Form".
Validate the "Print Bundle Template" contains the desired bundle.
Validate the "Include All Clients" contains "Yes".
Validate the "Export Status" contains "In Progress".
Click the "Close" button and click the "X" to close the window.

Scenario 2: EHI Export - Client Selection

Specific Setup:

User has access to Reports module.

Steps

Navigate to "Reports > All EHI Exports > All EHI Exports > EHI Export".
Click the "Add New" button, and select "Bulk Print Bundle" from the listing.
Click the "Print Bundle Template" Look Up Table button, and select the desired template.
Click the "Client" Look Up Table button and select the desired client(s).
Click the "Save" button.
On the newly created bundle, click the "Actions" button and select the "Open Form" item.
Validate the "Bulk Print Bundle" form opens in "View" mode.
Validate the "Include All Clients" checkbox is disabled.
Validate the client(s) previously selected are present.
Click the "Close" button and click the "X" to close the window.
Validate the below fields exist and contain the data just entered.
"Start Date"
"Print Bundle Template"
"Is Completed"

Scenario 3: EHI Export - "Include All Clients" and "Client" Selection

Specific Setup:

User has access to Reports module.

Steps

Navigate to "Reports > All EHI Exports > All EHI Exports > EHI Export".
Click the "Add New" button, and select "Bulk Print Bundle" from the listing.
Click the "Print Bundle Template" Look Up Table button, and select the desired template.
Check off the "Include All Clients" field.
Click the "Client" Look Up Table button and select the desired client.
Click the "Save" button.
Validate the alert message displays "Check Include All Clients OR populate Client List, not both.", and click the "OK" button.
Click the "Cancel" button.
Validate the alert message displays "Cancelling will discard all changes. Are you sure?", and click the "OK" button.

Topics

• Agency Setup • Reports

ECS-59413 Summary | Details

837 Output

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

837 File
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Provider Info
Billing Provider Info Form Set
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim Submission 2.0 [EDIT]
Claim/Invoice Batch [VIEW]
Claims Maintenance NX Form Set
FinanceClaims
Immediate Billing Run Request [ADD]
Location ID [EDIT]
Submitter Information

Scenario 1: Validate 837 Output When "Use Submitter Address" Is Not Checked On Location ID

Steps

Navigate to "Finance Setup > Agency Setup > Billing Provider Info > Location IDs".
Edit desired "Location ID".
Uncheck "Use Submitter Address".
Fill in desired "Address".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Open desired billing run.
Click on "Open Batch and Create Output".
Download and open the "837 Output".
Validate "NM1*87*2" exists with the address from step 4.

Topics

• Finance

ECS-59452 Summary | Details

Held Claims and Action Based Runs

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

AR Management
Billing Batches Management
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceClaims
ActionsView
Cash Receipts for Remittance
Claims Submission For Remittance NX [EDIT]

Scenario 1: Validate Actions On Held Claims After Original Billing Batch Is Marked Submitted

Specific Setup:

Requires a billing run with various claims and at least one claim is in "Held" status.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Select desired billing run.
Open the batch and mark it as "Sent"
On the "Held Claim", click "Actions" button.
Validate "Release and Delete" exist.
Validate "Release and Write Off" exist.
Validate "Release and Submit" is not available.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management.
Set parameters to search for desired claim.
Click "Only Show Held Claims".
Click "Search" button.
Click "Actions" button.
Validate "Release and Delete" exist.
Validate "Release and Write Off" exist.
Validate "Release and Submit" is not available.

Scenario 2: Validate Held Claim Actions On Action Based Run

Specific Setup:

Requires claims that can be resubmitted.
At least one claim when resubmitted will be in a "Held" state.

Steps

Navigate "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance" check.
Set "Parameters" to search for desired claim.
Add desired actions to the claims such as "Resubmit".
Select "Calculate Rate".
At least one claim should be in "Held" state.
Check the "Held" Claim.
Save.
Wait for billing to run.
Open the "Action Based Billing Run".
Validate it contains the desired claim and the one claim that is "Held".
Create the output and mark the batch sent.
Click the "Actions" button the "Held Claim".
Validate "Release and Delete" exist.
Validate "Release and Write Off" exist.
Validate "Release and Submit" is not available.

Topics

• Finance

ECS-59463 Summary | Details

Referral 360X

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client > Case Management > Service Management > Service Entry
Client > Client Information > Personal Information > Demographics
Client Related Task
Event Categories/People - User Modifiable
Event Definition User - People
Select Client
Setup > Event Setup > People > Events Setup
Columns Pick List NX
FormDesigner
Interface Design Form Set
NX Form Group [EDIT]
CareConnect Inbox
New Referral to the Agency [ADD]
Client Search
Critical Information
NX FIELD [EDIT]
Program Enrollment [Edit]
Referral Search
Referral to Agency [EDIT]
Accepted Referrals
CareConnectInbox
Client Service Entry
General Service Note (auto date) [ADD]
Initial Enrollment From Accepted Referral [ADD]
Open/Closed Status - Referrals Made
Program Listing by Agency and Service Event
Provider Sites by Program (Vacancy)
Referral Reason Table
Referral Source - Referral In
Referral to Programs from Outside - People Subform
Staff - Service Providers (Caseloads - Zip Zones)
Unit Table
Worker Role (to a client or in a workgroup) Table
Client Related Task - New [ADD]
Client Related Task - New [EDIT]
Services: Reason for No Show
Write-off reasons for Scheduled Events

Scenario 1: Suppress Events from myHealthPointe

Specific Setup:

Internal testing only.

Steps

Internal testing only.

Scenario 2: Referrals to the Agency - "Is Created By CC Inbox" Column

Specific Setup:

Internal Testing Only

Steps

Navigate to "Setup > User Tools > Interface Design > Form Designer".
Select "Referrals to the Agency - Client" Form Family.
Select "Referral To Agency" from Form List.
Add a Field.
Search for "Is Created By CC Inbox" Column.
Validate Column exists.

Scenario 3: Referrals to the Agency - "Initial Events2do Id" Column

Specific Setup:

Internal Testing Only

Steps

Navigate to "Setup > User Tools > Interface Design > Form Designer".
Select "Referrals to the Agency - Client" Form Family.
Select "Referral To Agency" from Form List.
Add a Field.
Search for "Initial Events2do Id" Column.
Validate Column exists.

Scenario 4: Referrals to the Agency - Validate New Referral Form "Created via CC Inbox"

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Scenario 5: CC Inbox Referral - Validate “Is Created by CC Inbox” Checkbox Carries Over to Program

Specific Setup:

Referral created through CC Inbox.
Referral Program Application Status is "Accepted".
Client record is created from Referral via "Intake - Referral".

Steps

Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
Select the Referral created from CC Inbox.
Open the Referral Information.
Verify "Is Created By CC Inbox" is checked.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select the same Referral Client.
Click "Program Actions > Correct/Close Program Enrollment".
Choose Form Info and go to Form Designer.
Add the Field "Is Created By CC Inbox" and save.
Refresh the "Correct/Close Program Enrollment" form and validate the "Is Created By CC Inbox" checkbox exists and is checked.
Navigate to Form Designer again and remove the field.

Scenario 6: Validate SDK Message - IncomingReferralUpdated

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Scenario 7: Validate "AppointmentCreated" SDK Message - Identifications Section and StatusCode Sections

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• CCD • Client • myHealthPointe • Referral Application • Setup

ECS-59471 Summary | Details

VRS/Private Pay Claim Output

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Billing Batches Management
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
FinanceClaims
Print Preview
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: Validate VRS/Private Pay Claim Output

Specific Setup:

Requires a client with services that can be billed.

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
Select desired "Receiver".
Click "Claim Output Format" lookup table.
Select "VRS/Private Pay Claim Output".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claims.
Save.
Wait for billing to run.
Click "Actions" button and select the "VRS/Private Pay Claim Output".
Download the file and open it.
Validate it contains desired claim information including "Service Name, Unit and Amounts".

Topics

• Finance

ECS-59474 Summary | Details

Billed Services Alerts

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Alerts - Recipients B2 Subform
Alerts - Respond [ADD]
Alerts - View [VIEW]
AR Management
Billing Results Report [View]
Claim 2.0 [EDIT]
Claim Action Reasons
Client Search
Client Service Entry
Notification Workgroup Enrollment Subform
Notification Workgroups Form Set
Staff (All)
Workgroups for Notification
Billing Results for Placement [VIEW]
Critical Information
Enrollment Transfer Type Look-up Table
Facility Transfer [ADD]
Provider Sites by Program (Vacancy)
Unit Table

Scenario 1: Finance Alert - AR Management Screen for Individual Service(s)

Specific Setup:

User defined within the finance workgroup located in "Agency > Workgroups > Notification Workgroup > Information".
Billed claim on file for client.

Steps

Modify a service that has already been billed.
Click on the " View Alerts" notification.
Click on the message containing "Billed Info Updated:".
Click on the "Client Name" link.
Validate the "AR Management" screen displays.
Validate the "Remittance Check" field is disabled.
Click on the "Search" button.
Validate the "Clients (1)" field contains the client that had the modified service.
Validate the "Include No Remit Claims" field is checked off.
Validate the "Action Indicated but Not Performed" field is checked off.
Click the "Search" button.
Validate all claims related to the desired client display.
Validate claims include fully paid $0.00 claims.
Click the "X" to close the window.
If desired, click the "Respond" button and set the desired information and click the "Send" button.
Click the "X" to close the window.
Within the alerts window, click the "Refresh" button.
Validate the response is present.
Click the "X" to close the alerts view message.
Click the "X" to close the alerts window.

Scenario 2: Finance Alert - AR Management Screen for Care Day/Residential Services

Specific Setup:

User defined within the finance workgroup located in "Agency > Workgroups > Notification Workgroup > Information".
Billed claim on file for client.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Click on "Select Client" and set the desired client.
Click on the "Actions" ellipsis and select "Transfer to Another Facility".
Enter the desired information within the Facility Transfer form and click the "Save" button.
Click on the " View Alerts" notification.
Click on the message containing "Billed Info Updated:".
Validate the "Subject" input box contains "Billed Info Updated: Facility Placement" for the desired client.
Validate the "Message" object contains "A billed service was updated".
Click on the "Client Name" link.
Validate the "AR Management" screen displays.
Validate the "Remittance Check" field is disabled.
Click on the "Search" button.
Validate the "Clients (1)" field contains the client that had the modified service.
Validate the "Include No Remit Claims" field is checked off.
Validate the "Action Indicated but Not Performed" field is checked off.
Click the "Search" button.
Validate all claims related to the desired client display.
Validate claims include fully paid $0.00 claims.
Click the "X" to close the window.
Click the "X" to close the alerts view message.
Click the "X" to close the alerts window.

Topics

• Alerts • Finance • Workgroup

ECS-59490 Summary | Details

My Resource Widget in Resource Family Portal

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Launch-Pad Categories Setup [ADD]
Launch-Pad Category
Launch-Pad Maintenance Form Set
Launch-Pad Pages Setup [ADD]
RFP Mobile - Home
RFP Mobile - Login Screen
RFP Mobile - My Resources

Scenario 1: Resource Family Portal - Validate My Resources Widget

Specific Setup:

User has access to "Resource Family Portal".
Setup launch pad categories and links in "Launch-Pad Maintenance" in "Setup".

Steps

Access "Resource Family Portal".
Click "My Resources" tab.
In the "My Resources" tab.
Verify the "Search" input box is listed.
Validate the search input box contains a "Search" button.
Search and select desired category.
Validate the category cell contains a hyperlink.
Click the hyperlink.
Validate a new browser tab has opened.
Click "Close".
Validate the category cell contains a "Launch" button.
Click the "Launch" button.
Validate a new browser tab has opened.
Click "Close"
Click the "All Categories" list box.
Validate the "All Categories" list box contains a list of available categories.
Select desired category from the drop down list.
Validate only the selected category is listed.
Click the list box.
Select "All Categories" from the drop down list.
Validate all the categories are listed.
Click the "Arrow" button.
Validate the homepage is displayed.

Topics

• Resource Family Portal

ECS-59497 Summary | Details

Navigation Access to myHealthPointe

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Home
Netsmart Technologies (NIAM-DEV) - Extra Verification
Security Schemes

Scenario 1: myHealthPointe - Validate MyHP Configurations For NIAM

Specific Setup:

User has access to mHP 2.0 within "Agency Setup > Staff and Security Setup > Navigation Access > Access to Forms".
User is configured to NIAM login.
System setup for NIAM logins.

Steps

Navigate to "Taskbar > mHP 2.0 > mHP 2.0 > mHP 2.0".
Verify new tab opens to myHealthPointe.
Logout of myHealthPointe.
Click "Close".
Navigate to "Client > Client Information > Personal Information > Demographics".
Search and select desired client.
Click the "Actions" button.
Validate the "Generate myHealthPointe Pin" is no longer listed.

Topics

• myHealthPointe • NIAM

ECS-59505 Summary | Details

Action Reason can be added to Claim Actions when entering actions in Bulk

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 Action Reasons
Claim Remittance Actions [EDIT]
Claim Remittance Actions subform
Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set

Scenario 1: Validate Action Reason Saves When Applying Bulk Actions

Specific Setup:

Requires claims that can have action applied.
Scenario works with claims that have "Denied" status.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance check".
Set parameters to search for desired claims.
Click "Search" button.
Click "Denied" button to group claims by "Denied" status.
Click "Bulk Actions".
Select "Write Off".
Check the desired claims".
At the bottom of the screen, select "Action Reason".
Validate it applies "Action Reason" to all claims.
Save.
Click on "Actions/Trans.View" button.
Click "Actions" radio button.
Validate the "Total # of Actions" row contains "Action Reason".
Click the "Total # of Actions" row.
Validate the "Reason" column exist with desired "Action Reason".

Topics

• Finance

ECS-59507 Summary | Details

Bells.AI Group Notes

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Activities - Group Activities [VIEW] *SIGNED*
Activities Short Form wo Acts(Read Only) [VIEW] *SIGNED*
Alert Dialog
Client Search
Client Service Entry
Group Session Information
Locations
Nav Rail
Note Dialog
Note Dialog No Show Tab
Note Dialog Show Tab
Note Routing
Patients
Patients Groups Tab
Place of Service
Progress Note [VIEW]
Select Group
Services
sign note

Scenario 1: Bells.AI Groups - Validate Group Appointments Export To myEvolv

Steps

Log into Bells.AI.
Click the "Clients" icon.
Select "Groups".
Select the group to be used.
Click the "Start Note" button.
Fill in the form using the program, location, place of service, and event information from the "myEvolv" System.
Click "Start Note".
On the note enter the start and stop times.
Select the clients and on the note that displays fill it in.
On the note select the "Mark as reviewed".
Click the "Sign reviewed Notes".
Click the "Mark all as reviewed".
"Click" the Sign reviewed notes".
In myEvolv, navigate to "Groups > Service Management > Service Management > Service Entry".
Select the group used to generate the note.
Validate the "Service" is the service used in Bells.AI.
Edit the service.
Validate the data on the form matches the data entered in the Bells.AI system.
Validate the "Group Members" match the names that had the group note generated.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select a client in the group.
Validate the service displays as a "View" and is signed.
Repeat for each member of the group.
Validate the service displays as a "View" and is signed.

Topics

• Service Entry • Workgroup

ECS-59513 Summary | Details

UB 04 Claim Output

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Alternative Claim Output
Billing Batches Management
Billing Place of Service
Billing Provider Number Type
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Immediate Billing Run Request [ADD]
Payers of Agency
Payor-Facility License Link Subform
Plans/Contracts by Payer and Receiver
Program by Managing Office and Agency
Receiver Information - All
Receiver Information Generic [EDIT]
Service Facilities Form Set
Service Facilities Listing
Service Facility [EDIT]
Submitter Information

Scenario 1: Validate Billing Custom Output - UB-04

Specific Setup:

User has access to "PaperUB04" receiver in "Finance Setup".
Client must have payor setup in "Benefit Assignment".
Facility is configured with Licensing Information at "Agency > Service Locations > Sites/Residentials > General Information".

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
Click the "Claim Receiver" button.
Search and select desired receiver.
Validate the "Is Active" checkbox is checked.
Set the "Claim Output Format" LUT button to desired claim output.
Set the "Output File Name (Prefix)" input box to "ub04.txt".
Set the "Alternative Claim Output Format" input box to "UB-04 without formatting".
Click "Save".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Immediate Run" from the drop down list.
Fill out required fields.
Check the "Receiver" checkbox that contains "UB-04".
Click "Save".
Wait until the next billing run is complete.
Click the "Receivers" button.
Select receiver used from the "Receivers" drop down list.
Click "Apply Filters".
Click "Actions".
Select the "UB-04 without formatting" output from the drop down list.
Click the "Generate Paper Output" button.
In the claim output page,
Validate the page layout is equal to "UB-04 without formatting".
Validate the page contains the claim information listed in the recently submitted billing run.
Click "Close".
Close out of the "Claim Output Ready" page.
Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
Set the "Alternative Claim Output Format" input box to "UB-04 without formatting - one line per claim".
Click "Save".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "Refresh".
Click "Actions".
Select "UB-04 without formatting - one line per claim" from the drop down list.
Click the "Generate Paper Output" button.
In the claim output page,
Validate multiple claim lines are listed.
Validate the page contains the claim information listed in the recently submitted billing run.
Click "Close".
Close out of the "Claim Output Ready" page.

Topics

• Finance • Finance Setup

ECS-59523 Summary | Details

HL7 Inbound Actions

Scenario 1: CareFabric - HL7 Inbound Actions

Steps

Internal Testing Only.

Topics

• CareConnect

ECS-59556 Summary | Details

Recreate To New Payer Action

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

837 File
AR Management
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claim Output Ready
Claim Service Lines NX Subform
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
FinanceClaims

Scenario 1: Validate Recreate To New Payer Action

Specific Setup:

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

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Add a "Denial" status.
Click "Add Action"
Under "Action" select "Recreate To New Payer".
Validate "Submit To" field only the new "Primary" payer is listed.
Save.
Wait for billing to run.
Open the "Action Based Billing Run".
Create Output.
Validate the contains only "Primary Payer" information.

Topics

• Finance • Finance Setup • Widgets

ECS-59570 Summary | Details

Workflow Scheduler Setup, Rule Type Referral

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Agency Setup > Event Setup > People > Events Setup
Date Intervals
Event Categories/People - User Modifiable
Event Definition User - People [EDIT]
Event Definitions - People Based Form Set
Event Group Sub form Subform
Event Groups for Formset Members-User
Program Listing - All
Program listing by Agency
Qualifiers Subform
Rule Designer [ADD]
Rule Designer [EDIT]
Scheduler Worker Assignment Types
Schedules [ADD]
Staff - All (by Staff ID)
Tasks to be Scheduled
Trigger Dates
Triggering Events
WorkFlow Header/Grouping
Workflow Programs Responsible B2 Subform
Workflow Qualifiers
Workflow Rules Manager
Workflow Tasks [ADD]
Workflow Triggers [ADD]

Scenario 1: Validate Creating Workflow Rule For Referral

Steps

Navigate to "Agency Setup > Event Setup > People > Events Setup".
Select desired "Event Category".
Select desired event.
Under "Event Groups" select an event group that is set up for referrals, i.e. "Agency Referral Test/Assessments".
Save.
Navigate to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
Select a Rule Type "Referral".
Click "Create New Rule".
Fill in required fields such as "Header/Grouping and Description".
Select desired "Qualifier".
"Click "Create New Trigger".
Click "Triggering Event" and validate the event from step 3 is listed.
Set desired "Trigger Date" and click "Update".
Click "New Task".
Select desired "Task Event".
Set desired "Staff Responsible for Task and Program Responsible".
Click "Update".
Click "New Sched" button.
Set desired schedule for the workflow.
Click "Update".
Click "Save".
Validate the desired workflow is listed.

Topics

• Workflows

ECS-59636 Summary | Details

Mobile CareGiver+ Visits

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Navigation and Menu
Visits
Visits > Add new visit
Work List
Work List (Standalone) > Edit - Billable Service Start / End
Worklist

Scenario 1: MCGEvvVisitDocumented - Update Visit Changes

Steps

Internal testing only.

Topics

• Third Party Solution

ECS-59645 Summary | Details

SCO Millin Encounter

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Billing Batches Management
Claim Output Ready
FinanceClaims

Scenario 1: Validate "SCO Millin Encounter" Claim Output for a Batch That Contains Two Different Claims Tied to the Same Service

Specific Setup:

Contract setup for Millin Encounter.
Contract should have 2 rates that can apply to the same service.
Client with a benefit assignment with Plan for Millin.
Client has a service that can be billed.
Batch containing 2 claims for the same service.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for Batch from setup.
Click "Actions > SCO Milin Encounter".
Click "Download Electronic File".
Validate csv file downloads.

Topics

• Finance • Finance Setup

ECS-59648 Summary | Details

Payroll Requests

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]
NX FIELD [EDIT]
Service Facility Set
Submitter Information

Scenario 1: Payroll Request Form - Service Facility Set

Specific Setup:

User has access to Finance module and run payroll batches.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click on the "AP" radio button and click on the "New Run" button.
Select "Payroll Run".
Enter desired "Submitter", " Run Description", "From Date", "Through Date", and any other desired fields.
Click on the "Service Facility Set" search and validate items display within the look up table search.
If desired, set the "Service Facility Set".
Click the "Save" button.

Topics

• Finance

ECS-59653 Summary | Details

My Client Widget

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Program Referrals > Program Referrals > Worker Assignments > Auto-assigned Workgroups
Program Referrals > Program Referrals > Worker Assignments > Staff Responsible for Referral
ProgramReferralSearch
Worker Assignments Form Set
Workgroup Assignment - Referrals Made [VIEW]

Scenario 1: "My Client" Widget - Validate Staff Cannot View Clients With Referrals-Only Access

Specific Setup:

Client that has a Referral record.
Staff 1:
assigned as "Staff Responsible for Referral" for the Client.
is not assigned directly assigned to the Client.
is not enrolled in a Workgroup assigned to the client (manually or automatically).
is not enrolled in a Workgroup that is automatically assigned to both the referral and client (usually via program).
has access to myClient Widget.
Staff 2 has direct access to Client and myClient Widget.

Steps

Login as Staff 1 that has access to Client.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Search for Client from setup.
Validate Client link displays.
Logout and login as Staff 2(that only has Referral access to client).
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Search for Client from setup.
Validate Client does not display.

Topics

• Client • Program Referrals • Taskbar • Widgets

ECS-59676 Summary | Details

Billing Program Now Supports "Is Community Residence OMH Rate?" Setting

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 Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim/Invoice Batch [VIEW]
Excel Output
FinanceClaims
Immediate Billing Run Request [ADD]
Submitter Information
Billing Plan Setup NX [EDIT]
Billing Rate - Placement Based NX [EDIT]
Billing Rate Details - Placement NX [Edit]
Billing Rate Details - Placement NX Subform
Claim 2.0 [EDIT]
ContractsRatesSetup
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Placement NX Form Set
2. Simple Service Entry [EDIT]
Agency Discharge [EDIT]
Client Search
Client Service Entry
Closing Reasons - Service Track Table
Critical Information
Event Definitions (Plain)
Modify Discharge [EDIT]
Outcome/Results - Service Track Table

Scenario 1: Validate OMH Billing When Enrolled In First Half Of The Month

Specific Setup:

Requires a client enrolled in a program that is set up with "OMH Billing".
Requires a "Placement Rate" set up to bill "OMH Billing".
Client should also have "Qualified Services" as per the "Billing Setup".
Client should be enrolled into the program prior to the "11th".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to bill desired client and month.
Save.
Wait for billing to run.
Open the batch.
Click on "Create Output" and open the "837 Output".
Validate the "DTP Segment"contains the desired date.

.

Scenario 2: Validate OMH Billing When Enrolled In Second Half Of The Month And Millin Output

Specific Setup:

Requires a client enrolled in a program that is set up with "OMH Billing".
Client should be enrolled into the program on the "11th Day".
Client should also have "Qualified Services" as per the "Billing Setup".
Rate should have a "Procedure Code" set and "Procedure Code for Second Half Of Month" set.
Receiver should also have "Alternative Claim Output Format" set to "S:US-Millin Encounter".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to bill desired client and month.
Save.
Wait for billing to run.
Open the batch.
Click on "Create Output" and open the "837 Output".
Validate the "DTP Segment" contains the desired date, which should be second to last day of the month.
Validate the "Procedure Code" used on the claim is the "Procedure Code" from "Second Half of the month" setup.
Click on "Create Output" and open the "Millin Output".
Validate it contains the desired date.

Scenario 3: Validate OMH Billing Discharge Using "Discharge Reason for Output" Field

Specific Setup:

Requires a client enrolled in a program that is set up with "OMH Billing".
Client can also be discharged from agency.
Requires a "Placement Rate" set up to bill "OMH Billing" with "Discharge Reason for Output" set.
Client should also have "Qualified Services" as per the "Billing Setup".
At least one service should have "Activity Type" as "Face to Face".

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select desired client.
Discharge the client from the "Agency".
Set the "Discharge Reason" to the same reason set in the "OMH Billing Setup".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to bill desired client and month.
Save.
Wait for billing to run.
Open the batch.
Click on "Create Output" and open the "837 Output".
Validate the "DTP Segment"contains the desired date which is the "Last Date of Service" that was "Face to Face".

Topics

• Finance • Finance Setup

ECS-59694 Summary | Details

Mirror Billing

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Billing Batches Management
BillingProcessHistory
EvolvCS Client [EDIT]

Scenario 1: Validate Flag Create Mirror Services And Create Mirror Claims And Invoices

Steps

Navigate to " Setup > System > EvolvCS System Setup > System Settings/Preferences".
Check the flag "Create Mirror Services".
Validate "Create Mirror Claims and Invoices" is unchecked.
Save.
Wait for overnight billing job to run.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click on "View Last Run" link.
Validate Step 4 and 5 are visible for "Run Services Mirror".
Validate Step 6 "Run Services Billed Mirror" is not listed.
Navigate to " Setup > System > EvolvCS System Setup > System Settings/Preferences".
Check the flag "Create Mirror Services".
Check the flag "Create Mirror Claims and Invoices".
Save.
Wait for overnight billing job to run.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click on "View Last Run" link.
Validate Step 4 and 5 are visible for "Run Services Mirror".
Validate Step 6 "Run Services Billed Mirror" is listed.

Topics

• Finance

ECS-59698 Summary | Details

Billing Request Action Based Run

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
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
FinanceClaims
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: Validate Action Based Run Performance

Specific Setup:

Requires at least 50 claims than can be "Resubmitted".
Scenario works with claims that have a "Denial" status.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for desired claims.
Search.
Click "Denied" button to group the claims by denial.
Click "Bulk Actions".
Select "Resubmit".
Check all of the claims.
Save.
Wait for billing to run.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Validate desired "Action Based Billing" run exists, i.e. "ABR - with today's date" exists.
Open the batch and validate it contains the desired claims.

Topics

• Finance • Finance Setup

ECS-59708 Summary | Details

Billing Program Now Supports "Output NY OMH Date Rule"

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 Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim/Invoice Batch [VIEW]
Excel Output
FinanceClaims
Immediate Billing Run Request [ADD]
Submitter Information
Billing Plan Setup NX [EDIT]
Billing Rate - Placement Based NX [EDIT]
Billing Rate Details - Placement NX [Edit]
Billing Rate Details - Placement NX Subform
Claim 2.0 [EDIT]
ContractsRatesSetup
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Placement NX Form Set

Scenario 1: Validate OMH Billing When Enrolled In First Half Of The Month

Specific Setup:

Requires a client enrolled in a program that is set up with "OMH Billing".
Requires a "Placement Rate" set up to bill "OMH Billing".
Client should also have "Qualified Services" as per the "Billing Setup".
Client should be enrolled into the program prior to the "11th".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to bill desired client and month.
Save.
Wait for billing to run.
Open the batch.
Click on "Create Output" and open the "837 Output".
Validate the "DTP Segment"contains the desired date.

.

Scenario 2: Validate OMH Billing When Enrolled In Second Half Of The Month And Millin Output

Specific Setup:

Requires a client enrolled in a program that is set up with "OMH Billing".
Client should be enrolled into the program on the "11th Day".
Client should also have "Qualified Services" as per the "Billing Setup".
Rate should have a "Procedure Code" set and "Procedure Code for Second Half Of Month" set.
Receiver should also have "Alternative Claim Output Format" set to "S:US-Millin Encounter".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to bill desired client and month.
Save.
Wait for billing to run.
Open the batch.
Click on "Create Output" and open the "837 Output".
Validate the "DTP Segment" contains the desired date, which should be second to last day of the month.
Validate the "Procedure Code" used on the claim is the "Procedure Code" from "Second Half of the month" setup.
Click on "Create Output" and open the "Millin Output".
Validate it contains the desired date.

Topics

• Finance • Finance Setup

ECS-59709 Summary | Details

Billing Program Now Supports "Discharge Reason for Output" Setting

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

2. Simple Service Entry [EDIT]
837 File
Agency Discharge [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
Claim Output Ready
Claim/Invoice Batch [VIEW]
Client Search
Client Service Entry
Closing Reasons - Service Track Table
Critical Information
Event Definitions (Plain)
Excel Output
FinanceClaims
Immediate Billing Run Request [ADD]
Modify Discharge [EDIT]
Outcome/Results - Service Track Table
Submitter Information

Scenario 1: Validate OMH Billing Discharge Using "Discharge Reason for Output" Field

Specific Setup:

Requires a client enrolled in a program that is set up with "OMH Billing".
Client can also be discharged from agency.
Requires a "Placement Rate" set up to bill "OMH Billing" with "Discharge Reason for Output" set.
Client should also have "Qualified Services" as per the "Billing Setup".
At least one service should have "Activity Type" as "Face to Face".

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select desired client.
Discharge the client from the "Agency".
Set the "Discharge Reason" to the same reason set in the "OMH Billing Setup".
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to bill desired client and month.
Save.
Wait for billing to run.
Open the batch.
Click on "Create Output" and open the "837 Output".
Validate the "DTP Segment"contains the desired date which is the "Last Date of Service" that was "Face to Face".

Topics

• Finance

ECS-59710 Summary | Details

New Settings on Placement Based NX Rate History

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Billing Plan Setup NX [EDIT]
Billing Rate - Placement Based NX [EDIT]
Closing Reasons - Service Track Table
ContractsRatesSetup
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Placement NX Form Set

Scenario 1: Validate OMH Fields In Rate Setup

Specific Setup:

Requires a "Facility Placement" rate.

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
Select desired "Payer".
Click on desired "Placement" rate.
Click "Actions" and select "Edit Rate History".
Navigate "NYS OPWDD/B2H/OMH Rules"
Validate "OMH Specific" label exists.
Validate "Is NY Community Residence OMH Rate? " checkbox exists.
Validate "Output NY OMH Date Rule" checkbox exists.
Validate "Discharge Reason for "Output" field exists.

Topics

• Finance Setup

ECS-59711 Summary | Details

SUS Millin Output Updates

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 Plan Setup NX [EDIT]
Billing Rate - Placement Based NX [EDIT]
Billing Rate Details - Placement NX [Edit]
Billing Rate Details - Placement NX Subform
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
Claim Output Ready
Claim/Invoice Batch [VIEW]
ContractsRatesSetup
Excel Output
FinanceClaims
Immediate Billing Run Request [ADD]
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Placement NX Form Set
Submitter Information

Scenario 1: Validate OMH Billing When Enrolled In Second Half Of The Month And Millin Output

Specific Setup:

Requires a client enrolled in a program that is set up with "OMH Billing".
Client should be enrolled into the program on the "11th Day".
Client should also have "Qualified Services" as per the "Billing Setup".
Rate should have a "Procedure Code" set and "Procedure Code for Second Half Of Month" set.
Receiver should also have "Alternative Claim Output Format" set to "S:US-Millin Encounter".

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to bill desired client and month.
Save.
Wait for billing to run.
Open the batch.
Click on "Create Output" and open the "837 Output".
Validate the "DTP Segment" contains the desired date, which should be second to last day of the month.
Validate the "Procedure Code" used on the claim is the "Procedure Code" from "Second Half of the month" setup.
Click on "Create Output" and open the "Millin Output".
Validate it contains the desired date.

Topics

• Finance • Finance Setup

ECS-59721 Summary | Details

Parent and Child Events Performance Updates

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Client Service Entry
Event Definitions - Service - by Category/Program
Other Activites Miles [EDIT] *DRAFT*
Other Activites Miles [VIEW] *SIGNED*
Other Activities - B2E Subform
Other Activities [EDIT] *DRAFT*
Other Activities [VIEW] *SIGNED*
Simple Service Entry with Rating 2 [ADD]
Simple Service Entry with Rating 2 [DELETE]
Simple Service Entry with Rating 2 [EDIT]
Simple Service Entry with Rating 2 [EDIT] *DRAFT*

Scenario 1: KidsPeace - Validate Child Events Update Along with Parent Event

Specific Setup:

Parent Event with multiple Child Events.
Parent and Child Events all set to save as draft using "Draft Service Option".
Available Client setup in Program with desired Parent and Child Events.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select Desired Client.
Add Desired Parent Event.
Enter minimum required information and add at least two Child Events (do not enter date, time or staff).
Save as draft.
Validate the Parent and Child Events are all saved as draft.
Validate Staff propagated to Child Events.
Reopen the parent event.
Complete the form and save.
Validate the Parent and Child Events are all "Pending".
Sign/Submit the Parent Event.
Validate all events are saved/signed as final.

Topics

• Client

ECS-59731 Summary | Details

Treatment Plan Performance Updates

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

ABA - Area of Treatment [ADD]
ABA - Area of Treatment [EDIT]
ABA Completed Information [ADD]
ABA Goal [ADD]
ABA Goal [EDIT]
ABA: Program Implementation Template (PIT) [ADD]
Client Search
Look Up Tables Where Used [VIEW]
Look-up Table Listing (Defran Supplied&View Only)
Look-up Tables Definitions (User) Form Set
Problem Category Lookup - Not Safety Plan
Problems Identified (People/Category) - no Domain
Service Plan Intervention Teaching Procedure
ServicePlanForm
ServicePlanList
Treatment Plan Library (by Category)

Scenario 1: Treatment Plan Details Performance

Specific Setup:

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

Steps

Navigate to "Access to "Setup > User Tools > Table Definitions > Where Applied".
Verify "Treatment Plan Details" does not appear under "Applied Form Lines" for these Look Up Tables:
Problems Identified (Group Profile/Category)
Problems Identified (People/Category)
Problems Identified (People)
Verify "Treatment Plan Details" does appear under "Applied Form Lines" for these Look Up Tables:
Problems Identified (Group Prof/Cat) - no Domain
Problems Identified (People/Category) - no Domain
Problems Identified (People) - no Domain
Navigate to "Client > Case Management > Plan Development > Planning".
Add new treatment plan.
Navigate to Problem area that uses Look Up Tables from step 3.
Validate look-up table loads data.

Topics

• Client • Setup • Treatment Plans

ECS-59733 Summary | Details

Nexus – Invoice for Educational Services

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Alternative Claim Output
Billing Batches Management
Claim 2.0 [EDIT]
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Claims Maintenance NX Form Set
Client Finance Related Information Form Set
Critical Information
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: "Nexus - Invoice for Educational Services" - Validate "Program Modifier" Displays under Billing Information "Comments"

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• Finance

ECS-59777 Summary | Details

Sending Goals

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

1. Simple Service Entry [VIEW] *SUBMITTED*
2. Simple Service Entry [VIEW]
Activities Short Form wo Acts(Read Only) [VIEW] *SIGNED*
Client Goals
Client Search
Client Service Entry
Locations
Nav Rail
Note Dialog
Patient Chart
Patients Clients Tab
Place of Service
sign note
Start Note

Scenario 1: Bells.AI - Validate Notes In Bells.AI With Goals Synch To myEvolv

Specific Setup:

In Bells.AI a note type that exists that contains a "Goals" section. The client being used has no "Goals" in the myEvolv. This will be "Client1".
In Bells.AI a note type that exists that contains a "Goals". The client being used has "Goals" in the myEvolv System. This will be "Client2".

Steps

Log into Bells.AI.
Select "Client1" in the precondition.
Create a service with a note with the "Goals" area present.
Validate it is disabled.
Fill in the note.
Sign the note.
Log into myEvolv.
Navigate to "Client > Case Management > Service Management > Service Entry".
Validate the event created displays and is accurate.
Repeat the above test with "Client2". This entry will have the "Goals" enabled on the Bells.AI Note.
Fill in the note leaving the goals empty.
Save the note.
Navigate to "Client > Case Management > Service Management > Service Entry".
Validate the event created displays and is accurate.
Redo the test with "Client2".
Validate the note is saved and is created in the myEvolv system.

Topics

• Service Entry

ECS-59778 Summary | Details

Look Up Table Search Values

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Related Task Subform
Client Search
Client Service Entry
Locations
Nav Rail
Note Dialog
Patient Chart
Patients Clients Tab
Place of Service
Select EHR Lookup Choice
Services
Staff - Service Providers (by Staff_id)
Start Note
Medication - PH [ADD]
People Medications - Active Medications

Scenario 1: Bells.AI - Validate myEvolv Look Up Tables Based On Searches With "Event_Agency_Id" Function

Specific Setup:

In myEvolv there is a known service entry form that has a look up table search based off the "Event_Agency_Id".
The Bells.AI system has the note type configured to accept these fields. The service is configured in Bells.AI to show these fields.

Steps

Log into Bells.AI.
Select the Client to be used.
Create a note with the service that is configured.
Validate the Look Up Table drop down displays a listing.
Log into myEvolv.
Navigate to the "Client > Case Management > Service Management > Service Entry".
Select the same client.
Create the same event in the appropriate program.
Validate the look up table being used, displays the same data found in Bells.AI.

Scenario 2: Bells.AI - Validate myEvolv Look Up Tables Based On Searches With "Depends On Other" Function

Specific Setup:

In myEvolv there is a known service entry form that has a look up table search based off the "Depends_On_Other".
The Bells.AI system has the note type configured to accept these fields. The service is configured in Bells.AI to show these fields.
The client is accessible in myEvolv for comparison of data.

Steps

Log into Bells.AI.
Select the Client to be used.
Create a note with the service that is configured.
Validate the precondition look up table drop down displays a listing.
Log into myEvolv.
Navigate to the "Client > Case Management > Service Management > Service Entry".
Select the same client.
Create the same event in the appropriate program.
Validate the look up table being used, displays the same data found in Bells.AI.

Topics

• Event Setup • Service Entry

ECS-59784 Summary | Details

837 “Output Modifiers in Order”

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

837 File
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Rate - Service Based NX [EDIT]
Billing Rate Details - Services NX [EDIT]
Billing Rate Details - Services NX Subform
BillingProcessHistory
Claim Output Ready
Claim Receivers Setup Form Set
ContractsRatesSetup
FinanceClaims
Modifiers to Coincide with Procedure Codes
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Receiver Information - All
Receiver Information State Specific [EDIT]
Receiver Information X12 Submissions [EDIT]

Scenario 1: Validate “Output Modifiers in Order” Arranges Claim Modifiers in Alpha Then Numeric Order

Specific Setup:

Test client must have 2 different services entered on the same day and separate claims must be created for each service.
On the Receiver linked to billing plan used on the client benefit assignment, the “Submit Duplicate Override” checkbox must be checked.
On every rate used in your setups, assure to check the “Exempt from Duplicate Service Modifier 76 Rule” on the Rate History.

Steps

Part 1: 59 placed before numeric modifier

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup State Specific".
Uncheck the "Output Modifiers in Order" option.
Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
Select Desired Payer.
Set the first rate Modifiers to GN, HK, 93.
Set the second rate Modifiers to HA, 93.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Start a new billing run or Filter for your desired batch.
Reprocess the batch and start the Billing Run.
Output and download the 837 file.
Validate Modifiers are ordered based off of entry, in this case GN, HK, 93, 59.
Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup State Specific".
Check the "Output Modifiers in Order" option.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for your desired batch.
Output and download the 837 file.
Validate Modifiers are ordered alpha then numerically, in this case GN, HK, 59, 93.

Part 2: 59 placed after numeric modifier

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup State Specific".
Uncheck the "Output Modifiers in Order" option.
Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
Select Desired Payer.
Set the first rate Modifiers to GN, HK, 25.
Set the second rate Modifiers to HA, 25.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for your desired batch.
Reprocess the batch and start the Billing Run.
Output and download the 837 file.
Validate Modifiers are ordered based off of entry, in this case GN, HK, 25, 59.
Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup State Specific".
Check the "Output Modifiers in Order" option.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for your desired batch.
Output and download the 837 file.
Validate Modifiers are ordered alpha then numerically, in this case GN, HK, 25, 59.

Part 3: 59 placed before alphabetic modifier

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup State Specific".
Uncheck the "Output Modifiers in Order" option.
Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
Select Desired Payer.
Set the first rate Modifiers to GP, HA.
Set the second rate Modifiers to GN, HK.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for your desired batch.
Reprocess the batch and start the Billing Run.
Output and download the 837 file.
Validate Modifiers are ordered based off of entry, in this case GP, HA, 59.
Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup State Specific".
Check the "Output Modifiers in Order" option.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for your desired batch.
Output and download the 837 file.
Validate Modifiers are ordered alpha then numerically, in this case GP, HA, 59.

Topics

• Finance • Finance Setup

ECS-59809 Summary | Details

Bells.AI Routing

Scenario 1: Validate Route Actions Exist After Enabling Routing NX

Steps

Internal Testing Only.

Topics

• Routing • Setup

ECS-59829 Summary | Details

Sheppard Pratt Patient Statement

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

Scenario 1: Sheppard Pratt Patient Statement - Excel

Specific Setup:

User access to Finance module.

Steps

Navigate to "Finance > Reports > Accounts Receivable > Sheppard Pratt Patient Statement".
Enter the desired "From Date" and "Through Date".
Set the "Report Selection" field.
Set the "Service Facility Set" field.
Set any other additional parameters as needed.
Click on the "Excel" button.
Validate the output and click the "Close" button.

Topics

• Finance

ECS-59837 Summary | Details

KY State Reporting - 837 File

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
Benefit Assignment [EDIT]
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim Receivers Setup Form Set
Client Search
Immediate Billing Run Request [ADD]
Notepad++
Receiver Information - All
Receiver Information X12 Submissions [EDIT]
Submitter Information

Scenario 1: Wellspring KY Receiver

Specific Setup:

Within " Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12" select the desired receiver, check off the "Segment Terminator with CRLF" field.
Billing batch on record containing claims for desired receiver.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click the "New Run" button.
Select "Immediate Run" from the list box.
Set the desired "Submitter", "Run Description" "From Date", "Through Date", and any other fields.
Set the "Run for Receivers", to the desired receiver that contains the "Segment Terminator with CRLF" field set.
Click the "Save" button.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History".
Click the "Start Billing Now" button.
Click "OK" on the "Billing job started" message.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click the "Actions" button on the completed billing batch.
Select "ASC X12N 837 Professional Claims Ver. 5 Release 1".
Click the "Download Electronic File" link and open the file.
Validate the file does not contain any "Carriage Return + Line Feed".
Click "X" to close the claim output ready window.

Topics

• Finance • Finance Setup

ECS-59859 Summary | Details

Bells.AI Notes Will Display "Approver Selection"

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

2. Simple Service Entry [VIEW] *SIGNED*
Bells Individual therapy
Chart
Client Search
Client Service Entry
Nav Menu
Patients
Session Information
sign note
General Service Note (auto date) [VIEW] *SIGNED*

Scenario 1: Bells.AI - Validating "Approver Selection" in Bells.AI Functions When Configured With Routing - With Supervisor

Specific Setup:

The event in myEvolv is configured with "Routing". The routing only has one approver.
The note in Bells.AI is configured for the myEvolv Event.
Two staff members exist. "Staff1" will be the non supervisor. "Staff2" will be the supervisor for "Staff1".
The staff that will approve the submission, "Staff2", will be accessible to validate the submission.

Steps

Log into Bells.AI using the "Staff1" login.
Select the "Clients" icon.
Find and select the Client to be used.
Click the "Start Note" button.
Fill in the "Session Information" selecting the event that is configured.
Select the "Note Type".
Fill in the necessary fields to complete the note.
Sign the note.
Validate on the "Sign Note" pop up the "Assign to Approver" displays.
Click that option.
Validate the drop down contains the "Staff2" name.
Select Staff2.
Finish the process.
Log into the myEvolv System with Staff2.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "My Routed Tasks NX" Widget.
Validate the Widget contains the Client/Event created above.

Scenario 2: Bells.AI - Validating "Approver Selection" in Bells.AI Functions When Configured With Routing - Staff Supervises Themselves

Specific Setup:

The event in myEvolv is configured with "Routing". The routing only has one approver.
The note in Bells.AI is configured for the myEvolv Event.
One staff member exists with no supervisor. The staff is configured as supervising themselves. This person will be called "Staff1" for this test.

Steps

Log into Bells.AI using the "Staff1" login.
Select the "Clients" icon.
Find and select the Client to be used.
Click the "Start Note" button.
Fill in the "Session Information" selecting the event that is configured.
Select the "Note Type".
Fill in the necessary fields to complete the note.
Sign the note.
Validate on the "Sign Note" pop up the "Assign to Approver" displays.
Click that option.
Validate the drop down contains the "Staff1" name.
Select Staff1.
Finish the process.
Log into the myEvolv System with Staff2.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "My Routed Tasks NX" Widget.
Validate the Widget contains the Client/Event created above.

Scenario 3: Bells.AI - Validating "Approver Selection" in Bells.AI Functions When Configured With Routing - With Multiple Approval Selections

Specific Setup:

The event in myEvolv is configured with "Routing". The routing is configured to allow multiple staff to sign.
The note in Bells.AI is configured for the myEvolv Event.
Two staff members exist. "Staff1". This staff has no supervisor.
The routing configured allows different staff to sign for the approval.

Steps

Log into Bells.AI using the "Staff1" login.
Select the "Clients" icon.
Find and select the Client to be used.
Click the "Start Note" button.
Fill in the "Session Information" selecting the event that is configured.
Select the "Note Type".
Fill in the necessary fields to complete the note.
Sign the note.
Validate on the "Sign Note" pop up the "Assign to Approver" displays.
Click that option.
Validate the drop down contains multiple staff names.
Select one of them. This will be "Staff2" in this example.
Finish the process.
Log into the myEvolv System with Staff2.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "My Routed Tasks NX" Widget.
Validate the Widget contains the Client/Event created above.

Topics

• Routing

ECS-59912 Summary | Details

Improved Performance of Action Based Billing Runs

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

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 Action Reasons
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceClaims
Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set
Notepad
All People with Benefit Assignments with LOS
Billing Run Request Limit People Subform

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Denied" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the next "Submission # 2".
Validate the claim generated with the expected number of units.

Scenario 2: Validate Resubmit To Other/Waterfall Using Bulk Calculate Rate

Specific Setup:

Scenario works with claims that can remitted and "Waterfalled" to "Secondary Payer".
Claims have been "Partially Paid" and contain "Adjustment Amounts".
No other action based runs for "Resubmit", "Recreate" or "Adjustment" action can be queued.
No other action based runs for "Resubmit to Other/Waterfall" can be queued.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameters to search for desired claims.
Click "Partially Paid" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit to Other/Waterfall".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit to Other/Waterfall".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the correct "Submission # 2".
Validate the claim generated to the correct "Payer and Amounts".
Open one of the claims.
View the "Account Info".
Validate contains desired "Journal Entries" and posted to desired "Month".

Scenario 3: Validate Bulk Resubmit Action With Calculate Rate With 100 Claims

Specific Setup:

Requires at least 100 denied claims that can be resubmitted.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Denied" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the next "Submission # 2".

Topics

• Finance

ECS-59943 Summary | Details

Calculate Rate-Billing Runs

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 Action Reasons
Claim Output Ready
Claim/Invoice Batch [VIEW]
FinanceClaims
All People with Benefit Assignments with LOS
Billing Run Request Limit People Subform

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

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Denied" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the next "Submission # 2".
Validate the claim generated with the expected number of units.

Scenario 2: Validate Bulk Resubmit Action With Calculate Rate With 100 Claims

Specific Setup:

Requires at least 100 denied claims that can be resubmitted.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameter's to search for desired claims.
Click "Denied" link to group the claims together.
Click "Bulk Actions" button.
Select "Resubmit".
Check the desired claims to be included in the "Action Based Run".
At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select and "Action Based Run".
Set desired description.
Click on "Action Type" and select "Resubmit".
Set desired date range.
Scroll to "Run for Receiver".
Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate".
Check the "Receiver" checkbox.
Click "Save".
Wait for billing to run.
Validate the billing run returns desired claims.
Click on the "Claim" link.
Validate the claims generated with the next "Submission # 2".

Topics

• Finance

ECS-59945 Summary | Details

CCD Inbox

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

CCD Inbox
Client > Case Management > Service Management > Service Entry
Client > Client Information > Personal Information > Demographics
Clinical Document
Clinical Reconciliation [EDIT]
HL7 Export (CLIENT) [DELETE]
hl7 Log Export (All) [ADD]
Netsmart Technologies, Inc. [CCD Preview]
Query CQN
Select Client
Taskbar > System Maintenance > CCD Inbox > CCD Inbox
Client > Client Information > Health Information > CCD/HL7 Import/Export
Client Search
HL7 Export (CLIENT) [ADD]

Scenario 1: CQN CCD - Validating Process Functions Up To Reconciliation Using "CCD Inbox" Form

Specific Setup:

CQN-enabled myEvolv environment.
Client record available to search.

Steps

Navigate to "Client > Client Information > Personal Information > Demographics" and select the Client.
Select "CQN" from the "Actions" menu.
Enter a Provider Name.
Click on the "Search" button.
Select a provider from the "Care Quality Organizations" table.
Click on the "Find Available CCDs" button.
Click the "Preview CCD" (magnifying glass) button to preview the CCD.
Download the "CCD".
Navigate to "Taskbar > System Maintenance > CCD Inbox > CCD Inbox"
Validate the "CCD Inbox" table contains the downloaded "CCD".
Set the "Actions" to "View CCD".
Validate the "Clinical Document" displays.
Close the document.
Set the "Actions" to "Download CCD".
Validate the CCD downloads.
Set the "Actions" to "Reconcile CCD".
Validate the "Clinical Reconciliation" form displays.
Close the form.
Click the "Export" menu button.
Validate the "HL7 Log Export" form displays.
Close the form.
Set the "Actions" to "Delete".
Validate the "Hl7 Export (CLIENT) [DELETE]" Form displays.
Delete the record.
Validate the record is removed from the listing.

Scenario 2: CQN CCD - Validating Process Functions Up To Reconciliation Using "CCD/HL7 Import/Export" Form

Specific Setup:

The system is configured to use "CQN".
At least one client to search for with a "CCD" result.

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Select the Client.
Select "CQN" from the "Actions" menu.
Search for a "CQN Provider".
Select a Provider.
Click the "Find Available CCDs" button.
Redo the steps with different "Provider" searches.
Set "Favorite" "CQN Providers".
Validate the favorites stay.
Click on "Find Available CCD's".
Validate the list is populated based ff the "CQN Providers" Selected.
Validate the "Preview CCD" opens a preview form.
Download the CCD's
Navigate to "Client > Client Information > Health Information > CCD/HL7 Import/Export".
Select the client.
Validate the listing displays the CCD's downloaded.
Set the "Actions" to "View CCD".
Validate the "Clinical Document" displays.
Close the document.
Set the "Actions" to "Download CCD".
Validate the CCD downloads.
Set the "Actions" to "Reconcile CCD".
Validate the "Clinical Reconciliation" form displays.
Close the form.
Click the "Export" menu button.
Validate the "HL7 Export" form displays.
Close the form.
Set the "Actions" to "Delete".
Validate the "HL7 Export (CLIENT) [DELETE]" form displays.
Delete the record.
Validate the record is removed from the listing.

Topics

• CQN/HIE

ECS-60043 Summary | Details

Cost Center and Program Unit Hierarchy On Claims Linked To Foster Home

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

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]
Cost Center Definitions
FinanceClaims
FinanceInvoices
Foster Home [EDIT]
Group Programs Subform
Immediate Billing Run Request [ADD]
Invoice [EDIT]
Program Unit for Facilities
Service Facilities Form Set
Service Facilities Listing
Service Facility [EDIT]
Submitter Information

Scenario 1: Validate Cost Center And Program Unit On Facility Placement Claims Linked To Foster Care Facility

Specific Setup:

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

Steps

Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select "Facility (Managing Office)" for the "Foster Home" associated with claim.
Scroll to "Programs/Services Operated".
Set the "Override Cost Center and Program Unit" on the program row associated with the claim.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" and select "Immediate Run".
Fill in required fields to generate desired claim.
Save.
Wait for billing to run.
Click on the claim link to open the claim.
Validate "Cost Center Code and Program Unit" on "Accounting Info" contains the "Cost Center Override and Program Unit" from the "Facility Program Link".
Close claim.
Navigate to "Resource Families > Foster/Adoptive Home > Information > General Information".
Select "Foster Home" associated with claim.
Scroll to Programs Operated".
Set the "Cost Center Override and Program Unit" on the Program row associated with the claim.
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Reprocess the batch.
Click on the claim link to open the claim.
Validate "Cost Center Code and Program Unit" on "Accounting Info" contains the "Cost Center Override and Program" from the "Foster Home".
Close claim.
Click on "Client" name link the "Billing Batch Claims Review" window.
Click on "Enrollment Information".
Click "Actions" on the program associated with the claim.
Select "Correct/Close Program Enrollment".
Set "Cost Center and Program Unit Override".
Save and Close.
Reprocess batch.
Click on the claim link to open the claim.
Validate "Cost Center Code and Program Unit" on "Accounting Info" contains "Cost Center and Program Unit" set on "Program Enrollment".
Close the claim.

Topics

• Finance

ECS-60056 Summary | Details

History on Amended Events

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Activity Long Form with Other Acts (DSM 5) [ADD]
Activity Long Form with Other Acts (DSM 5) [DELETE]
Activity Long Form with Other Acts (DSM 5) [EDIT]
Activity Long Form with Other Acts (DSM 5) [VIEW] *DELETED*
Agency Program Services/Program-User [EDIT]
Agency Program Services/Program-User Subform
Client Search
Client Service Entry
Event Amend Reason
SecurityEvents
Worker Role for Setups
Worker Roles Form Set
Activity Long Form with Other Acts (DSM 5) [DELETE] *SIGNED*
Event Delete Reason
Event Deleted [ADD]

Scenario 1: Amendment SubReport Data - Multiple Amendments

Specific Setup:

The "Electronically Signed?" must be set for the desired service event within "Agency Setup > Services Setup > By Program > Individual Services".
Worker Roll for the service event must be configured for "Delete and "Amend".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Add event and enter desired information.
Click the "Save" button.
Click the "Actions" button and select "Submit Service" from the dropdown listing.
Click the "Yes" button on the "Are you sure you wish to submit this event?" message.
Click the "OK" button on the "Are you sure you wish to proceed with submitting this event(s)?" message.
Validate the status contains "Signed/Submitted'.
Click the "Actions" button and select "Amend Service" from the dropdown listing.
Select the desired "Description".
Set desired information within the "If you would like to save additional reason comments for the amendment, please enter below" field.
Click the "Save Additional Reason Comment" button and click the "X" to close.
Validate the "Status" text contains "Amended".
Validate a new event is created and contains a status of "Pending Submission".
Click on the amended event.
Validate the "Amendment" SubReport contains the desired information within the "Amendment Date", "Amendment Reason Code", and the "Amendment Reason" fields.
Click the "X" to close the window.
Click the event that contains the "Status" of "Pending Submission".
Select the "Amendment" from the form line group listing.
Validate the "Other Reason" text is the information just entered.
Validate the "Amended Date", "Amendment Reason Code", and "Amendment Reason" contains the desired information.
Click the "X" to close.
On the event that contains "Pending Submission", click the "Actions" button and select "Submit Service".
Set information within the "Other Reason" field.
Click the "Save" button.
Click the "Yes" button on the message "Are you sure you wish to proceed with submitting this event(s)?".
Click the "X" button to close.
Validate the "Status" text contains "Signed/Submitted".
Click the "Actions" button and select "Amend Service" from the dropdown listing.
Set the desired event amend reason.
Set desired information within the "If you would like to save additional reason comments for the amendment, please enter below" field.
Click the "Save Additional Reason Comment".
Click the "X" to close.
Click the "Refresh" button.
Validate there are three events listed with the status below:
"Pending Submission"
"Amended"
"Amended"
On the event that contains "Pending Submission", click on the "Actions" field and select "Delete Service".
Click the "Delete" button.
Validate the alert message "Do you really want to delete?" displays and click the "OK" button.
Click the "Refresh" button.
Validate two amended events display.

Scenario 2: Amendment SubReport Data - Single Amendment

Specific Setup:

The "Electronically Signed?" must be set for the desired service event within "Agency Setup > Services Setup > By Program > Individual Services".
Worker Role for the service event must be configured for "Delete and "Amend".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Add event and enter desired information.
Click the "Save" button.
Click the "Actions" button and select "Submit Service" from the dropdown listing.
Click the "Yes" button on the "Are you sure you wish to submit this event?" message.
Click the "OK" button on the "Are you sure you wish to proceed with submitting this event(s)?" message.
Validate the status contains "Signed/Submitted'.
Click the "Actions" button and select "Amend Service" from the dropdown listing.
Select the desired "Description".
Set desired information within the "If you would like to save additional reason comments for the amendment, please enter below" field.
Click the "Save Additional Reason Comment" button and click the "X" to close.
Validate the "Status" text contains "Amended".
Validate a new event is created and contains a status of "Pending Submission".
Click the "Actions" button on the newly created event and select "Submit Service".
Click the "Yes" button on the "Are you sure you wish to submit this event?" message.
Click the "OK" button on the "Are you sure you wish to proceed with submitting this event(s)?" message.
Validate the "Status" contains "Signed/Submitted".
Click the "Actions" button on the signed event and select "Delete Service".
Click the "Delete" button.
Click the "OK" button on the message containing "Do you really want to delete?".
Click on the "Delete Reason" search and select the desired event delete reason.
Click the "Save" button.
Validate the "Status" contains "Deleted".
Validate the "Status" for the amended event contains "Amended".
Click on the amended event.
Validate the "Amendment" SubReport contains the desired information within the "Amendment Date", "Amendment Reason Code", and the "Amendment Reason" fields.
Click "X" to close the window.

Topics

• Agency Setup

ECS-60161 Summary | Details

Drug Library And Medication Order Additions

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Drug Category
Drug Library Form Set
Drug Library Maintenance [EDIT]
Drug Library Table
Medication Item No Program [ADD]
OrderConnect Current Medication Profile
OrderConnect Custom Orders
OrderConnect Order Confirmation
Program Enrollments For Use With OrderConnect
Medication Item [ADD]

Scenario 1: OrderConnect - Validate A Drug Library Record Is Created In myEvolv - Using Micromedex Values

Specific Setup:

The drug to be used exists in OrderConnect but not in myEvolv.
The drug being used is a "Code 0" drug classification. These match on Micromedex Numbers.
A client to be used.
OrderConnect is configured.

Steps

Navigate to "Client > Public Health > Medications > Medication History".
Select the client.
Select "OC e-Prescription".
In OrderConnect, add a new order using the medication not in myEvolv and accept it.
In myEvolv click "Refresh".
Validate the "Medication History" displays the "Drug Name".
Navigate to "Agency > Inventory Management > Inventory Item Setup > Medication Item No Program Setup".
Add a new medication.
Click the "Medication" look up table on the "MEDICATION ITEM NO PROGRAM" form.
On the "Drug Library" look up table set the "Drug Name" to the drug name on the medication order.
Validate the drug name displays.
Close the look up table and the form.

Scenario 2: OrderConnect - Validate Matches of the Micromedex Number Generates The Medication Order - Using Micromedex Matches

Specific Setup:

The Micromedex Number exists both in OrderConnect and myEvolv.
The Micromedex Number only occurs one time in myEvolv.
A client to be used.
OrderConnect is configured.
The drug that OrderConnect is using is a code "0" drug. This is a drug that matches on Micromedex numbers.

Steps

Navigate to "Client > Public Health > Medications > Medication History".
Select the client.
Select "OC e-Prescription"
In OrderConnect, add a new order using the medication not in myEvolv and accept it.
In myEvolv click "Refresh".
Validate the "Medication History" displays the "Drug Name" entered in myEvolv.

Scenario 3: OrderConnect - Validate "Code 1" Drug Libraries, For Micromedex Values, Match On Drug Description And Generates A New Drug Entry In myEvolv

Specific Setup:

OrderConnect is using a drug classified as a "Code 1" drug to create a Medication Order. This will match based off description values.
The myEvolv System will not have this description in the "Drug Library".
A client to be used.
OrderConnect is configured.

Steps

Navigate to "Client > Public Health > Medications > Medication History".
Select the client.
Select "OC e-Prescription"
In OrderConnect, add a new order using the "Code 1" drug type and accept it.
In myEvolv click "Refresh".
Validate the "Medication History" displays the order with the same "Drug Name" used in OrderConnect.
Navigate to "Setup > Medication/Substance > Drug Library > Substance/Medications".
Select the category the drug is configured in that is a direct match.
Validate the drug is added to the "Drug Library".
Redo the test.
Validate the medication order is created.
Validate only one entry for that drug name exists in the drug library.

Topics

• Inventory - Medications

ECS-60223 Summary | Details

Reports With No "Report Selection" Parameter

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Dispensing Activity by Client
Help Remarks
Report Parameters PickList
Save Query [ADD]
Saved Report Queries
Scheduled Reports [ADD]
Total Dispensed
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: Total Dispensed - Validate the "Medication" Parameter Filters The Medication

Specific Setup:

User must be assigned to at least 1 workgroup for a facility in your test system.
Must have medication items for 2 different medications in myAM.
Must have at least 1 active, non-empty container in the system for the 2 medications at the facility above.
Must have dispensed medication from both of the medications at the facility listed above as of today.

Steps

Navigate to “Reports > myAM Reports > Dispensing > Total Dispensed”.
Set the “From Date” to the first weekday of the week.
Set the “Through Date” to the last day of the week.
Click the “Preview” button.
Validate the report displays both Medications from the setup.
Close the report.
In the “Parameters” SubForm, add a parameter for only one of the two medications from the setup.
Click the “Preview” button.
Validate the report displays the medication selected in the parameter.
Validate the report does not display the medication not selected in the parameter.

Scenario 2: 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

Navigate to "Setup > System > Report Output > Report Output".
Click the "Report Output" menu button.
Select "New".
Click the "Report Selection" look up.
Validate the look up table "Report Selection PickList by Report Output Config" displays.
Validate the "Patient Statement Report by Client" and "Patient Statement Report by Self-Pay Liability" display.
Select the "Patient Statement Report by Client" report.
Enter a value in the "Description" field. Example "Footertest1".
Click the "Is Active" check box.
In the "Report Selection Output" enter the footer information.
Navigate to "Client > Reports > Finance Reports > Patient Statement".
Run the report.
Validate the footer displays on the last page of the client report.
Redo the test with the footer not active.
Validate the footer does not display.
Navigate to "Setup > System > Report Output > Report Output".
Check the "Active" check box.
Add multiple rows of data to the footer. To create a new row use the "Enter Key".
Save the data.
Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
Set the date ranges to the values needed as per the precondition.
Set the report to "Patient Statement Report by Client" report.
Print the report.
Validate the footer displays on the last page of each client.
Navigate to "Setup > System > Report Output > Report Output".
Attempt to add a second description using the same report.
Validate a duplicate message is generated and the second entry is not allowed.
Validate the "Refresh" button functions with new non saved values.
Delete the record.
Validate the record is deleted.

Topics

• myAM • Reports