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myEvolv NX 11.0.0125.01 Acceptance Tests

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ECS-60210 Summary | Details
Billing Enhancement for Large Duration Values
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
  • Client Search
  • Client Service Entry
  • FinanceClaims
  • FinanceInvoices
  • General Service Note (auto date) [ADD]
  • General Service Note (auto date) [DELETE]
  • Immediate Billing Run Request [ADD]
  • Submitter Information
Scenario 1: Validate Billable Service Event With a Duration Greater Than 10,000 Minutes Bills
Specific Setup:
  • Billing and expense rates for service event set up without maximum time defined.
  • Service event must have modifiable Start Date, End Date, Duration fields.
  • Service event must be marked as "Is Multi-day Event".
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select Client.
  3. Add Service Event from setup.
  4. Enter a duration of greater than 10000 minutes (167 hours).
  5. Save the event and Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  6. Create a new "Immediate Run" for the Client and service event and Start Billing Run.
  7. Validate claim(s) and invoice(s) are generated and duration is billed for event.
Topics
• Client • Finance • Service Entry
ECS-61766 Summary | Details
Enhanced Navigation Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Security Schemes
  • SecurityEvents
  • Worker Role for Setups
  • Worker Roles Form Set
Scenario 1: Validate Basic Navigation Access Security
Specific Setup:
  • Client with Service Entry with status "Pending Submission".
  • Staff 1 with "Navigation Scheme" and "Worker Role" that can be modified.
  • Staff 2 with Administration access.
Steps
  1. Log in with Staff 2 from setup.
  2. Validate all navigation headers exist.
  3. Navigate to "Client > Case Management > Service Management > Service Entry".
  4. Select desired client and verify service event can be added/modified/deleted.
  5. Navigate to "Agency Setup > Staff and Security Setup > Navigation Access > Access to Forms".
  6. Select "Navigation Access" for Staff 1.
  7. Deny access to some navigation headers and save.
  8. Navigate to "Agency Setup > Staff and Security Setup > Worker Roles > Security for Events".
  9. Deny add/edit/delete access to service event from step 4.
  10. Log out and log into Staff 1 from setup.
  11. Validate navigation headers from step 7 do not appear.
  12. Navigate to "Client > Case Management > Service Management > Service Entry".
  13. Select desired client and verify service event from step 4 cannot be added/modified/deleted.
  14. Log out and log into Staff 2.
  15. Navigate to "Agency Setup > Staff and Security Setup > Navigation Access > Access to Forms".
  16. Select "Navigation Access" for Staff 1.
  17. Allow access to some navigation headers and save.
  18. Navigate to "Agency Setup > Staff and Security Setup > Worker Roles > Security for Events".
  19. Allow add/edit/delete access to service event from step 4.
  20. Log out and log into Staff 1.
  21. Validate navigation headers from step 7 now display.
  22. Navigate to "Client > Case Management > Service Management > Service Entry".
  23. Select desired client and verify service event from step 4 can now be added/modified/deleted.
Topics
• Agency Setup
ECS-62100 Summary | Details
EHI Export Download All Files
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]
  • Client Search
  • Client Service Entry
  • EHI Export Filters Subform
  • Printing Bundle Templates Active
Scenario 1: EHI Export - Download
Steps

Internal testing only.
Topics
• Reports
ECS-62232 Summary | Details
Improved CCD Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Personal Information > Demographics
  • Client Search
  • Query CQN
Scenario 1: Validate "CCD" Information Displays In "CQN"
Specific Setup:
  • CQN-enabled myEvolv environment.
  • User has access to client.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry" and select the desired client.
  2. Select "CQN" from the "Actions" menu.
  3. Set the desired "Provider Name".
  4. Click on the "Search" button.
  5. Select a provider(s) from the "Care Quality Organizations" table.
  6. Click on the "Find Available CCDs" button.
  7. Validate the table is populated.
  8. Click the "Preview CCD" (magnifying glass) button to preview the CCD.
  9. Repeat the test with multiple providers selected.
  10. Validate the table populates.
Topics
• CCD • CQN/HIE
ECS-62380 Summary | Details
CCD Style Sheet
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CCD Inbox
  • HL7 Export (CLIENT) [DELETE]
  • Upload HL7 File
  • CCD Purpose for Clinical Summary with SDK
  • CCD_Download_form
  • Client Search
  • Clinical Document
  • Clinical Summary [ADD]
  • Clinical Summary [EDIT]
  • All People Table
  • HL7 Document Types
  • HL7 Export (CLIENT) [ADD]
  • hl7 Log Export (All) [ADD]
  • Query HIE
  • Query CQN
Scenario 1: CCD - CCD Inbox Upload
Specific Setup:
  • CCD file available for upload.
  • User has access to CCD Inbox.
Steps
  1. Navigate to "Taskbar > System Maintenance > CCD Inbox > CCD Inbox".
  2. Click "CCD Upload".
  3. Click "Choose File" and select the desired file.
  4. Click the "Upload" button.
  5. Validate the file contains desired data.
  6. Click the "X" to close and click the "Refresh" button.
  7. Validate the "Date Entered" contains the desired date.
  8. Validate the "Document Type" contains "CCD".
  9. Validate the "Provider From" contains "Manual Upload".
  10. Validate the "Name on Import File" contains the desired name.
Scenario 2: CCD - Validate "Clinical Summary" Generation With The Form "Referrals>Clinical Summary"
Specific Setup:
  • CCD is configured.
  • A client to be used that needs a "Clinical Summary".
Steps
  1. Navigate to "Client > Referrals > Clinical Summary > Clinical Summary".
  2. Select the client.
  3. Add a new "Clinical Summary".
  4. Fill in the form.
  5. Set the "CCD Purpose" to any value.
  6. Check the "Create All CCD Segments".
  7. Click Save.
  8. Edit the record created.
  9. Validate the "Include CCD Section" contains a two buttons under "CCD".
  10. Click the "View CCD" button, the right one.
  11. Validate the summary displays.
  12. Close the form.
  13. Select the "Download CCD" button, the left one.
  14. Validate the file is downloaded.
Scenario 3: CCD - Inbox Exporting - Validate Functionality
Specific Setup:

CCD is configured.

Steps
  1. Navigate to "Taskbar > System Maintenance > CCD Inbox > CCD Inbox".
  2. Click the "Export" button.
  3. Select a Person
  4. For the "HL7 Type" look up table, select "CCD - Continuity of Care Document".
  5. Save the form.
  6. Verify the record is added to the CCD Inbox list.
  7. Select the "View CCD" from the "Actions" button.
  8. Validate the "CCD" opens a new page and is viewable.
  9. Navigate to " Client > Client Information > Health Information > CCD/HL7 Import/Export".
  10. Repeat the above test.
Scenario 4: CCD - Viewing "HIE" From Actions Button On CCD/HL7 Import/Export
Specific Setup:
  • CCD is configured.
  • A client has CCD's to download.
Steps
  1. Navigate to "Client > Client Information > Health Information > CCD/HL7 Import/Export".
  2. Select the client.
  3. Click the "Actions" button and select "HIE".
  4. Click the "Find Available CCD's" button.
  5. Select the "CCD's Available to Download".
  6. Click "Download Selected CCD" button.
  7. View the CCD downloaded.
  8. Validate the CCD displays.
Scenario 5: CCD - Viewing "CQN" From Actions Button On CCD/HL7 Import/Export
Specific Setup:
  • CCD is configured.
  • A client has CCD's to download.
Steps
  1. Navigate to "Client > Client Information > Health Information > CCD/HL7 Import/Export".
  2. Select the client.
  3. Click the "Actions" button and select "CQN".
  4. Click the "Find Available CCD's" button
  5. Select the "CCD's Available to Download".
  6. Click "Download Selected CCD" button
  7. View the CCD downloaded.
  8. Validate the CCD displays.
Topics
• CCD
ECS-62400 Summary | Details
CMS 1500 and UB-04
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
  • Alternative Claim Output
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Claim Output
  • Claim Output Ready
  • Claim Receivers Setup Form Set
  • Claim/Invoice Batch [VIEW]
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Receiver Information - All
  • Receiver Information Generic [EDIT]
  • Submitter Information
  • AR Management
  • Billing Plan Setup NX [EDIT]
  • Billing Request Action Based Run [ADD]
  • Cash Receipts for Remittance
  • Claim 2.0 [EDIT]
  • Claim Remittance Transactions Subform
  • Claims Submission For Remittance NX [EDIT]
  • ContractsRatesSetup
Scenario 1: Validate CMS-1500 One Claim Per Page With Multi Service Line Claim
Specific Setup:
  • Requires at least one "Multi Service Line" claim with at least 7 service lines.
  • Requires at least one "Single Service Line" claim.
  • Scenario also works with another "Multi Service Line" claim with 2 service lines.
  • All of the claims are for the same client.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and select "Immediate Run".
  3. Fill in required fields to generate desired claims.
  4. Save.
  5. Wait for billing to run.
  6. Open the claim batch.
  7. Create the "CMS-1500" output.
  8. Validate for the "Multi Service Line" claim is on one page and the remaining service lines are on the next page.
  9. Validate the other claims are on their own page.
Scenario 2: Validate Recreate To New Payer Honors ICN Group
Specific Setup:
  • Requires a client with a billed service.
  • Client has a "Benefit Assignment" change were another "Benefit Assignment" is now sequence 1 payer that can bill the service.
  • Both "Plan/Contracts" for the client are under the same "Payer".
  • Both "Plan/Contracts" have the same "ICN Group" set.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired "Remittance Check".
  3. Set parameters to search for desired claim.
  4. Add "Denial" to desired claim and add a "Reference Number".
  5. Save.
  6. Add a "Recreate to New Payer" Action.
  7. Select "Calculate Rate".
  8. Save.
  9. Wait for billing to run.
  10. Open the "Resulting New Claim".
  11. Generate the "CMS-1500" output.
  12. Validate it contains desired "Reference number".
  13. Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
  14. Select desired "Receiver".
  15. Select "UB-04" as the claim output.
  16. Save.
  17. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  18. Open the desired billing run.
  19. Generate the "UB-04" output.
  20. Validate it contains desired "Reference Number".
Topics
• Finance • Finance Setup
ECS-62466 Summary | Details
DSR Service Entry Screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • dsr_ServiceEntry
  • Treatment Plan 2 Event Link DSR NX Subform
Scenario 1: Validate DSR Service Entry In NX
Specific Setup:
  • Requires a treatment plan that is set up to provide "DSR Services".
  • DSR Services should contain "DSR Treatment Plan Link" SubForm.
  • Requires various clients that have a completed and approved "Treatment Plan w/DSR Services".
Steps
  1. Navigate to "Taskbar > DSR Service Entry > DSR > DSR Service Entry".
  2. Select desired "Program" and "Facility".
  3. Click "Apply Filters".
  4. Validate all of the clients and service events are listed.
  5. Validate "Save" and "Cancel" button are disabled.
  6. Check desired event checkbox.
  7. Validate Dates are auto-populated with the same date from the filter.
  8. Validate Start Time is auto-populated with the current time.
  9. Fill in all required fields.
  10. Check the desired action in the "Treatment Plan Link SubForm" and fill in required fields.
  11. Check a second event and fill in all required fields.
  12. Validate "Save" button is enabled.
  13. Click "Save" button.
  14. Validate the event saves and the "Event Link" is visible to view the saved event.
  15. Click on the "Event Link".
  16. Validate it contains desired information.
  17. Close the event.
  18. Validate the #/# for Days/Weeks/Months text has gone up to account for the event just entered.
  19. Click on "View History".
  20. Validate the history information contains the date event was entered and the action information from the "Treatment Plan Link SubForm".
Topics
• Client • DSR • Setup

myEvolv_NX_11.0.0125.01_Details.csv