myEvolv NX 11.0.0125 Acceptance Tests

ECS-33508 Summary | Details

SSPS Program Type Update

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

SSPS Program Type [ADD]
SSPS Program Type [DELETE]
SSPS Program Type [EDIT]

Scenario 1: Validate “SSPS Program Type” Allows a User to Add/Edit/Delete

Specific Setup:

Access to "Finance Setup > General Setup > Plan/Contract Setup Tables > SSPS Program Types".

Steps

Navigate to "Finance Setup > General Setup > Plan/Contract Setup Tables > SSPS Program Types".
Add New "SSPS Program Type".
Fill form and save.
Validate new "SSPS Program Type" displays in table.
Click "Actions > Open Form".
Edit the form and save.
Validate record changes update in "SSPS Program Type" table.
Click "Actions > Delete Record".
Validate record deletes from "SSPS Program Type" table.

Topics

• Finance Setup

ECS-48100 Summary | Details

Launch Pad

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

Launch-Pad Categories Setup
Launch-Pad Category
Launch-Pad Pages Setup
Reports > Other > Launch-Pad > Pages Listingpick
Setup > Launch-Pad Maintenance > Launch-Pad Setup > Launch-Pad Category Setup
Setup > Launch-Pad Maintenance > Launch-Pad Setup > Launch-Pad Page Setup
Web Browser

Scenario 1: Launch Pad in NX

Steps

Navigate to "Setup > Launch-Pad Maintenance > Launch-Pad Setup > Launch-Pad Category Setup".
Click "Category" button.
Click "New" button and create a new category.
Click the "Launch-Pad Page Setup" tab.
Click "Add New" button.
Select "Launch-Pad Pages Setup".
Fill in "Page Caption".
Fill In "Page Path" with desired link.
Save.
Navigate to "Reports > Other > Launch-Pad > Pages Listing".
Click on desired new "Page Caption" link.
Validate the link opens in new browser tab.

Topics

• Reports

ECS-49908 Summary | Details

"Problems/Needs" SubForm

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

Client Search
Client Service Entry
Client/Profile Problems - B2E [ADD]
Client/Profile Problems - B2E Subform
General Client Assessment [ADD]
General Client Assessment [EDIT]
Problem Category Lookup - All
Problem Library

Scenario 1: Problems Needs SubForm - Validate Populating SubForm Fields Functions

Specific Setup:

The "Problems/Needs" SubForm is part of a known service event form.
At least two "Categories" exist with "Problems Needs".
The "Problem/Need Narrative" are set up for these items.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the client to be used.
Select the event that has the SubForm.
Fill in the forms required fields.
Navigate to the Problems/Needs SubForm.
Enter the "Category" and the "Problem/Need".
Validate the field populates.
Expand the form.
Validate the data displays that was selected.
Validate the Narrative contains data.
Add a second line.
Expand the form.
Fill in the "Category" and "Problem Need" in the expanded form.
Validate the data populates.
Validate the Narrative does not contain data.
Close the expanded form.
Expand the form for the row just entered.
Validate the "Narrative" displays.
Save the form.
Validate the data is saved.
Add another row.
Validate the data displays.
Save the form.
Validate any changes made are saved.

Topics

• SubForm

ECS-52189 Summary | Details

Fast Track - Daily

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

Client
Client > Case Management > Service Management > Service Entry
Client Service Entry
Outcome/Results - Service Events
Taskbar > Fast Track > Fast Track > Fast Track - Daily
Activity Types for client services
Client Search
Fast Track
Fast Track Details NX [ADD]
Fast Track Details NX Subform
Fast Track Entry NX [ADD]
Provider Sites by Program

Scenario 1: Fast Track - Fast Track Daily Functionality

Specific Setup:

Requires a program/service that is set up for fast track entry.
Requires clients enrolled into program.

Steps

Navigate to "Taskbar > Fast Track > Fast Track > Fast Track Daily".
Click on desired program.
Click on desired event.
Enter required search criteria that will produce data.
Click "Get Clients".
Validate the system returns clients.
Check off desired client and save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select client.
Validate the fast track event is listed.

Scenario 2: Validate Fast Track Daily With Over 200 Clients

Specific Setup:

Requires a program/service set up for "Fast Track".
Scenario works with a program that has over 200 active clients.

Steps

Navigate to "Taskbar > Fast Track > Fast Track > Fast Track - Daily".
Click on desired program.
Click on desired event.
Check "Active Clients Only?".
Select desired "Facility".
Set desired time
Set desired duration.
Fill other desired fields.
Click "Get Clients".
Validate alert message appears "200 or more clients will be returned; in-line editing will not be available".
Click the "Click here to mark all" link.
Validate the * column contains a "Yes" for each client.
Click on the first client to expand the row.
Set desired progress note.
Save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Validate the event is listed.
Open the event and validate the progress is visible.
Navigate to "Reports > Clients > Services & Treatment > Service Entries".
Set parameters to search for services entered today.
Click "Preview" button.
Validate the report returns the clients/events entered in "Fast Track".

Topics

• Fast Track • Reports

ECS-53601 Summary | Details

Staff Calendar In Print Preview

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

Active events by Program or Clinic2
Chrome Print Preview
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
People Events/Tasks Listing
Print Preview
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES

Scenario 1: Validate Print Display In Staff Calendar

Specific Setup:

2 facilities will be used.
One facility will be called "Facility A".
The other will be called "Facility B".
Staff has active work schedule in Agency.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click the "View Calendar" button.
In "Front Desk Calendar".
Set the "Facilities" field is equal to "Facility A".
Click the "Week" tab.
Check the desired staff checkbox.
Click "New Appointment".
Fill out required fields.
Click "Save".
Verify the "Actions" button is listed in the calendar.
Click the "Print Calendar" button.
In "Print Preview".
Verify the "New Appointment" is listed.
Validate the "Actions" button does not exist.
Validate the "New Appointment" listed is not overlapping another appointment.
Click "Cancel".
In "Front Desk Calendar".
Click "Actions" button.
Verify the "Actions" list box is displayed.
Click "Print Calendar".
In "Print Preview".
Validate the "New Appointment is listed without overlapping.
Click "Cancel".
In "Front Desk Calendar".
Click "New Staff Appointment".
Fill out required fields.
Click "Save".
Verify the "Actions" button exists.
Click "Print Calendar".
In "Print Preview".
Verify the "Staff Appointment" exists.
Verify the "Actions" button does not exist.
Validate the "Staff Appointment" listed is not overlapping another appointment.
Click "Cancel".
In "Front Desk Calendar".
Change the "Facilities" field to "Facility B".
Check the desired staff checkbox.
Click "New Appointment".
Fill out required fields.
Click "Save".
Verify the "Actions" button is listed in the calendar.
Click the "Print Calendar" button.
In "Print Preview".
Verify the "New Appointment" is listed.
Validate the "Actions" button does not exist.
Validate the "New Appointment" listed is not overlapping another appointment.
Click "Cancel".
In "Front Desk Calendar".
Click "Actions" button.
Verify the "Actions" list box is displayed.
Click "Print Calendar".
In "Print Preview".
Validate the "New Appointment is listed without overlapping.
Click "Cancel".
In "Front Desk Calendar".
Click "New Staff Appointment".
Fill out required fields.
Click "Save".
Verify the "Actions" button exists.
Click "Print Calendar".
In "Print Preview".
Verify the "Staff Appointment" exists.
Verify the "Actions" button does not exist.
Validate the "Staff Appointment" listed is not overlapping another appointment.
Click "Cancel".
Close out of "Front Desk Calendar".

Topics

• Calendar

ECS-53908 Summary | Details

CMS 1500 One Claim Per Page

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

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

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 claim batch.
Create the "CMS-1500" output.
Validate for the "Multi Service Line" claim is on one page and the remaining service lines are on the next page.
Validate the other claims are on their own page.

Topics

• Finance

ECS-53969 Summary | Details

Claims Detail Report and Multiple Transactions

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

All Clients With Security for Reports
AR Management
Cash Receipts for Remittance
Report Parameters PickList
Report Selection Picklist
Report: Claim Details Report

Scenario 1: Validate Claims Status After Multiple Transactions On Claims Details Report

Specific Setup:

Scenario works with a paid claim.
Requires a remittance check that can be used to apply "Payment Withdrawal" and "Payment".

Steps

Navigate to "Finance > Reports > Accounts Receivable > Claim Details".
Set parameters to search for desired claim.
Validate the status of the claim says "Paid".
Validate the "Paid" amount contains the desired amount.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance Check".
Set parameters to search for desired claim.
Search.
Apply a "Payment Withdrawal".
Save.
Navigate to ""Finance > Reports > Accounts Receivable > Claim Details".
Re-run the report.
Validate the desired status contains "Payment Withdrawn".
Validate the "Paid" amount is 0.00.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
On the same claim, apply another payment.
Save.
Navigate to "Finance > Reports > Accounts Receivable > Claim Details".
Re-run the report.
Validate the desired status contains "Paid".
Validate the "Paid" amount contains the desired amount.

Topics

• Finance • Reports

ECS-54141 Summary | Details

Axis IV Diagnosis

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

AXIS IV (Psychosocial and Environmental Problems) [ADD]
AXIS IV (Psychosocial and Environmental Problems) [DELETE]
AXIS IV (Psychosocial and Environmental Problems) [EDIT]
Axis V (Global Assessment of Functioning) [ADD]
Axis V (Global Assessment of Functioning) [EDIT]
Client Search
Diagnosis - (Axis IV problems)

Scenario 1: Validate Diagnosis Information Page

Specific Setup:

User has access to "Diagnosis Information".

Steps

Navigate to "Client > Client Information > Health Information > Diagnosis Information".
Search and select desired Client.
Click "Add New".
Select "AXIS IV (Psychosocial and Environmental Problems)" from the drop down list.
Fill out required fields.
Click "Save".
Click the "Diagnosis" cell.
Validate the information is entered.
Click "Close".
Click "Actions" button.
Select "Delete Record" from the drop down list.
Click the "Delete" button.
Click "OK" in the message window.

Topics

• Client

ECS-54606 Summary | Details

Printing Receipts

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

Checks for a Clients Self Pay in Front Desk Entry [ADD]
Checks for a Clients Self Pay in Front Desk Entry [EDIT]
FrontDeskCheckIn
print_receipt
Checks for a Clients Self Pay [EDIT]
Client > Client Information > Personal Information > Self Pay Receipts
Client Search
Custom Output

Scenario 1: Print Receipt Front Desk

Specific Setup:

Client is "Scheduled" and available within front desk for "Check-In".
User has access for Front Desk.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click the "Check In" link.
Click the "$" button.
Set the "Total Amount" field and any other desired fields.
Click the "Save" button.
Click the "Print" button and select "Print Receipt".
Validate "Total Amount" displays as currency.
Click the "Print" button and validate the "Total Amount" displays as currency.
Click the "Cancel" button and click "X" to close.

Scenario 2: Self Pay Receipts

Specific Setup:

User has access to Client module.
Client contains a Self Pay Receipt on their record.

Steps

Navigate to "Client > Client Information > Personal Information > Self Pay Receipts".
Select desired client that contains a Self Pay Receipt.
Click on the desired receipt and validate there is a "Total Amount" present.
Click on the "Print" button and select "Print Receipt".
Validate the "Total Amount" displays as currency.

Topics

• Client • Front Desk

ECS-54984 Summary | Details

Staff Workgroup End Date

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

Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Staff Workgroups Enrollment Subform

Scenario 1: Workgroups - Validate Start Date Greater Than End Date

Specific Setup:

User has access to staff information with security in Agency.

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Click the "Select Name" button.
Search and select desired staff.
Click the staff cell.
Click the "Enrollment into WorkGroups" tab.
Set the "End Date" input box to a date that is before the start date.
Verify the error message exists.
Validate the error message contains "End date can not be before begin date".
Click "OK".
Set the "End Date" input box to a desired end date.
Click "Save".

Topics

• Workgroup

ECS-55048 Summary | Details

Deposit Slips

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

Cash Deposit Slip Form Set
Deposit Slip Only [ADD]
Deposit Slip with Remittance [EDIT]
Deposit Slips
GL A/R Temporary Unallocated Account
GL Cash Accounts
Payers and Self-Payers
Receiver Information by Payer
Regular Remittance Subform

Scenario 1: Validate Alert When “Total Amount” Does Not Contain Cents and “Amount” Contain Cents

Specific Setup:

User has access to Finance module and able to enter deposit slips.

Steps

Navigate to "Finance > Remittance Processing > Deposit Slip/Batch Checks > Batch".
Click the "Select Deposit Slip" button and click the "New" link.
Set the required fields and any other desired information.
Click the "Save" button.
Select the newly created batch.
Set the "Total Deposit Amount" to an amount that does not contain cents.
Set the "Amount" field to the same dollar amount with cents.
Set any other desired/required fields and save.
Validate an alert message "Total Deposit Amount: $XXX.XX does not equal the sum of the checks amounts: $XXX.XX" displays and click the "OK" button.
Set the "Amount" field to a different amount that does not contain cents and click the "Save" button.
Validate an alert message "Total Deposit Amount: $XXX.XX does not equal the sum of the checks amounts: $XXX.XX".
Click the "OK button.
Set the "Amount" field to the same as entered within the "Total Deposit Amount" and click the "Save" button.
Validate the "Total Deposit Amount" and the "Amount" are the same.

Scenario 2: Validate Alert When “Total Amount” Contain Cents and “Amount” Does Not Contain Cents

Specific Setup:

User has access to Finance module and able to enter deposit slips.

Steps

Navigate to "Finance > Remittance Processing > Deposit Slip/Batch Checks > Batch".
Click the "Select Deposit Slip" button and click the "New" link.
Set the required fields and any other desired information.
Click the "Save" button.
Select the newly created batch.
Set the "Total Deposit Amount" to an amount that contain cents.
Set the "Amount" field to the same dollar amount without cents.
Set any other desired/required fields and save.
Validate an alert message "Total Deposit Amount: $XXX.XX does not equal the sum of the checks amounts:$XXX.XX" displays and click the "OK" button.
Set the "Amount" field to a different amount not containing cents and click the "Save" button.
Validate an alert message "Total Deposit Amount: $XXX.XX does not equal the sum of the checks amounts: $XXX.XX".
Click the "OK button.
Set the "Amount" field to the same as entered within the "Total Deposit Amount" and click the "Save" button.
Validate the "Total Deposit Amount" and the "Amount" are the same.

Topics

• Finance

ECS-55335 Summary | Details

Login Screen

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

EvolvCS Client [EDIT]

Scenario 1: Validate Clearing Cache for Login Screen

Specific Setup:

User has access to system preferences in Setup.
"Setup > System > EvolvCS System Setup > System Settings/Preferences"
Set the "Login Warning Message" text area to "<p><a tabindex="-1" href="clearcache.html">Clear the Browser Cache</a></p>".
Click "Save".

Steps

In the myEvolv login page, enter the login credentials.
Validate the message is listed as "Clear Browser Cache not supported in NX".

Topics

• Login

ECS-55578 Summary | Details

Contract Information on 837P Output File

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

Action Based Run - Claim Action Types
All Clients With Security Listing by PeopleID
All People with Benefit Assignments with LOS
AR Management
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Plan - Rates Setup NX [EDIT]
Billing Plan Setup NX [EDIT]
Billing Request Action Based Run [ADD]
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
Claims Maintenance NX Form Set
ContractsRatesSetup
FinanceClaims
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Receiver Information - All
Receiver Information X12 Submissions [EDIT]
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: Contract Version Identifier - 837 output Loop 2400 CN1-06 Voided Claims

Specific Setup:

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

Steps

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

Scenario 2: Contract Version Identifier - Output Loop 2400 CN1-06

Specific Setup:

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

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" to generate a billing run for the desired client.
Once billing has completed, open batch and click "Create Output".
Click "Download Electronic File" and validate output contains desired Contract Code within loop 2400 CN1-06 segment.

Topics

• Finance • Finance Setup

ECS-55600 Summary | Details

Front Desk Calendar - Staff Time Off

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

Active events by Program or Clinic2
Front Desk Calendar
FrontDeskCalendar
FrontDeskCheckIn
People Search with New
Program by Managing Office and Agency
Staff - Service Providers by Program and Facility
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff multi-day time off [ADD]
Staff Schedule [ADD]
Staff Schedule Details B2 Subform
Staff Time Off - People [ADD]
Staff with Security [EDIT]
Weekdays
Front Desk Calendar Appointment [ADD]
Front Desk People Search
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES

Scenario 1: Advanced Appointment Search - Vacation Schedule

Specific Setup:

Staff time off is set in "Agency > Staff & Security > Staff Information > Vacation Schedule".
Staff schedule is set within "Agency > Staff & Security > Staff Information > Work Schedule" for time/date range.
Staff has access to desired program/event to be utilized within the advanced search functionality.
Staff has access to front desk.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX" and set the desired "Location".
Click the "View Calendar".
Click on the "Advanced" filter option and set the below fields:
Program
Client
Event
Duration
Staff
Set the "Date Range" to be within the staffs set vacation schedule.
Click the "Search" link.
Validate the dates during the vacation scheduled are not displayed.

Scenario 2: Front Desk Calendar - Validate Staff Time Off Displays

Specific Setup:

Staff time off is set in "Agency > Staff & Security > Staff Information > Vacation Schedule".
Staff schedule is set within "Agency > Staff & Security > Staff Information > Work Schedule" for time/date range.
Staff has access to desired program/event to be utilized within the advanced search functionality.
Staff has access to front desk.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX" and set the desired "Location".
Click the "View Calendar".
Set the calendar to the desired date.
Check off the desired staff within the "Filters".
Validate the day is blocked off with the time off for the staff.
Click the "Week" button.
Validate the day(s) are blocked off with the time off for the staff.
Click the "Month" button.
Validate the day(s) are blocked off with the time off for the staff.
Click the "X" to close.

Scenario 3: Validate Appointment Cannot Be Added Outside Staff Work Schedule

Specific Setup:

Staff time off is set in "Agency > Staff & Security > Staff Information > Vacation Schedule".
Staff schedule is set within "Agency > Staff & Security > Staff Information > Work Schedule" for time/date range.
Staff has access to front desk.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX" and set the desired "Location".
Click the "View Calendar".
Set the "Staff Filter" to desired staff.
Set the calendar to the desired date.
Validate the label contains the "Type" set within the vacation schedule.
Validate user cannot click on the blocked time period to schedule an appointment.
Click the "New Appointment" button.
Set the "Staff Responsible" to the staff set within the vacation schedule.
Set the "Program" and "Event".
Set the "Date/Time" to be within the staff's set vacation schedule.
Set the "Person" and "Duration" fields.
Click the "Save" button.
Validate an alert message of "There were data related problems encountered during save. They must be corrected before you can proceed. Date of service is not inside assigned staff's schedule" displays.
Click "OK".
Validate an alert message displays containing "Any unsaved changes will be lost, continue?".
Click "OK" and click "X" to close the window.

Topics

• Front Desk • Staff

ECS-55654 Summary | Details

Front Desk - Recurring Appointment

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

Active events by Program or Clinic2
Agency Program Services/Program-User Subform
Front Desk Calendar Appointment [ADD]
Front Desk Calendar Appointment [EDIT]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker

Scenario 1: Front Desk Recurring Appointment - Program Change

Specific Setup:

Recurring appointment is set up.
User has access to Front Desk module.
Event is setup within more than one program.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set the desired filters and click the "View Calendar" button.
Set the "Filter Staff" to the desired staff that contains the recurring appointment.
Within the scheduled recurring appointment, click on "Actions" and select "Edit Recurrence".
Set the "Program" field to a different program.
Set the desired "Event" and click "Save".
Validate an alert message containing "Updates are available, please refresh".
Click the "Refresh" button.
On the appointment, click the "Actions" button and select "Open Appointment".
Validate the "Program" contains the new program and close windows.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set the desired filters and click the "Refresh" button.
Confirm that the recurring appointment includes the recently updated program.

Topics

• Front Desk

ECS-55726 Summary | Details

Parameter SubForm on Canned Reports

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

All Clients With Security for Reports
Facility Listing for Reports
Report Parameters PickList
Report Selection Picklist
Report: Client Services Report
Save Query [ADD]
Saved Report Queries

Scenario 1: Parameter Look Up On Reports - Validate Parameter Rows Have One Method Of Data Entry On "Client Service" Report

Specific Setup:

A client that has services that will display in the date range used.

Steps

Navigate to "Reports > Clients > Services & Treatment > Client Services".
Set the "From" and "Through Date".
Set the "Report Selection" to be used.
Validate the "Parameters" SubForm displays.
Validate the left side of the parameter row contains no icons.
Validate the "Actions" button only contains "Delete".
Enter a "Parameter" in row 1.
Validate the "Actions" button only contains "Delete".
Enter the "Value" on row 1.
Validate the "Actions" button only contains "Delete".
Enter a row 2 "Parameter".
Click the row 1 "Actions" Button.
Validate the "Actions" buttons only contains "Delete".
Enter the "Value" on row 2.
Validate the "Actions" buttons only contains "Delete".
Select "Actions" then "Delete" on a row.
Delete the row.
Validate the "Actions" button on the remaining row only displays "Delete".
Add a second row.
Click the "Save Query" menu button.
Save the query.
Validate the "Actions" Buttons contain "Delete".
Refresh the form.
Validate the form refreshes.
Validate the "Actions" Button contains "Delete".
Click the "Use Queries".
Select the query saved.
Validate the "Actions" button only contains "Delete".
Click the "Cancel" button.
Validate the form data clears.
Validate the "Actions" button only contains "Delete".
Select the query saved above.
Click each of the remaining menu buttons.
Validate after clicking the "Actions" button only contains "Delete".
Click "Preview" and validate the report functions.

Topics

• Reports

ECS-55858 Summary | Details

Undelete 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
Event Delete Reason
Event Deleted [ADD]

Scenario 1: Validate Undeleting An Assessment

Specific Setup:

Requires a "Test/Assessment" event that can be locked, i.e. "E-Sign".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Add desired "Test/Assessment" event.
Fill in required fields.
Save.
Click "Actions" button and select "E-Sign" to lock the event.
Click "Actions" button and select "Delete Service".
Fill in delete reason and save.
Validate the service is deleted with a strikethrough.
Click "Actions" button and select "Un-Delete Service".
Validate the service no longer contains a strikethrough.
Open the event validate it does not contain a delete reason.

Topics

• Assessments

ECS-56027 Summary | Details

Front Desk Calendar - Staff Work Schedules

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

Active events by Program or Clinic2
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker
Service and Attendance Facilities Listing
Staff - Service Providers (by Staff_id) NES
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff Schedule [EDIT]
Staff Schedule Details B2 Subform

Scenario 1: Staff Work Schedule Location/Site

Specific Setup:

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

Steps

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

Topics

• Front Desk • Staff

ECS-56107 Summary | Details

Transfer Worker Assignment

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

Staff - All (by Staff ID)
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Staff-Worker Role Link Subform
Transfer Worker Assignments Detail Subform
Worker Assignments Transfer NX [ADD]
Worker Roles by Staff and Programs

Scenario 1: Validate Transfer Worker Assignment Tool Will Display Only the Worker Roles That the "To Worker" Has in Its Staff Profile

Specific Setup:

Two available workers:

Staff 1:
Assigned to one client with different worker role to Staff 2.
Assigned to one client with same worker role to Staff 2.
Staff 2:
Assigned to one worker role.
Has "All Worker Roles" enabled.

Two available clients:

Client 1:
Assigned to Staff 1 with different worker role to Staff 2.
Client 2:
Assigned to Staff 1 with same worker role to Staff 2.

Steps

Navigate to "Taskbar > Supervisor > Supervisor > Transfer Worker Assignments".
Select the Staff 1 in "From Worker" and Staff 2 in "To Worker".
Enter a transfer date and click "Get Clients".
Verify "Assign to Worker" sub-form displays a different result for each scenario below:
"All Worker Roles" enabled
Shows all the worker roles that Staff 1 had assigned for each Client.
"All Worker Roles" disabled
Shows only the worker role Staff 2 has assigned.
Check the "Assign?" for each Client from setup.
Click "Save".
Verify the Clients transfer to Staff 2.

Topics

• Agency • Supervisor • Taskbar

ECS-56127 Summary | Details

NX Custom Reporting - Report Owner

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

Conditional Formatting Configuration
Folders Setup
NX Report Processor
Report Designer
All Tables/Views
Custom Report Designer [ADD]
Data Source Configuration - Data Sources
Workgroup Security by Report Subform

Scenario 1: Custom Reporting - Report Owner on Copy

Specific Setup:

User access to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click the "Reports Designer" tab.
Click the "Actions" button and select "Copy Report" and click the "Save" button.
Click the "All Reports" tab.
Set the "Search reports" input box to the newly created copied report.
Validate the "Owner" cell displays.
Click "Actions" and select "Launch Report".
Click the "Run Report" button and validate the output.
Click the "Close" button.
Click the "All Reports" tab.
Set the "Search reports" input box to the report that was run.
Validate the "Owner" cell displays.
Validate the "Last Ran Date" contains the desired date.
Validate the "Last Ran By" contains the desired user.

Scenario 2: Custom Reporting - Report Owner on New Report

Specific Setup:

User access to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click "Add Report" button.
Set the desired "Report Name", "Primary Data Source" and "Workgroup".
Check the "Is Edit Allowed?" and "Is Execute Allowed?"
Click the "Save" button.
In the Report Designer screen, click "Manage Data Sources" to open popup.
Under the data source dropdown, select all desired columns.
Click the "Save Data Sources", click "OK", and click the "Close" button.
Click the "Manage Parameters" button and set the "Visible?" checkboxes for the desired items.
Click the "Close" button and click "Save".
Click the "All Reports" tab and set the "Search Reports" input box to the newly created report.
Click the "Actions" button and select "Launch Report".
Click the "Close" button.
Validate the "Owner" cell displays.
Validate the "Last Ran Date" contains the desired date.
Validate the "Last Ran By" contains the desired user.

Topics

• NX Custom Reporting

ECS-56178 Summary | Details

NX Custom Reporting - Join Relationships

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

All Tables/Views
Columns from Tables/Views
Custom Reporting
Folders Setup
Report Join Columns [EDIT]
Report Join Columns Subform
Report Join Definitions [ADD]
UpdateHistory

Scenario 1: Custom Reporting - "Join Relation Setup" - Validate "Source" Fields

Specific Setup:

Have access to Join Relation Setup, configured at "Agency > Workgroups > Custom Reporting Security > Report Setup Security".

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Click on "Join Relation Setup" tab.
Click "Add New" button.
Set desired "Relation Name".
Click on "Source 1" and select desired table.
Click on "Source 2" and select desired table.
Check desired "Join Type".
Click "Column from Source Table" and select desired field for the join.
Click "Column from Target Table" and select desired field for the join.
Click "Save".
Edit the "Join Definition" created.
Validate the "Source1" and "Source 2" fields are disabled.
Validate the other fields remain enabled.
Validate the values saved prior display.
Add a second row to the "Join Columns".
Validate the "Source1" and "Source 2" fields are disabled.
Validate the other fields remain enabled.
Save the form.
Edit the "Join Definition" created.
Validate the "Source1" and "Source 2" fields are disabled.
Validate the values saved prior display.
Delete the second row to the "Join Columns".
Validate the "Source1" and "Source 2" fields are disabled.
Validate the other fields remain enabled.
Restore the record marked for deletion.
Validate the "Source1" and "Source 2" fields are disabled.
Validate the other fields remain enabled.
Delete the row and save the form.
Edit the "Join Definition" created.
Validate the row that was deleted no longer displays.
Validate the "Source1" and "Source 2" fields are disabled.
Validate the other fields remain enabled.
Click the "History Button" then close the "History" form.
Validate the form did not change.
Click the "Close" button.
Validate the form closes.
Edit the "Join Definition" created.
Validate the "Source1" and "Source 2" fields are disabled.
Validate the other fields remain enabled.
Click the "Delete" button.
Select "Cancel".
Validate the form remains the same.
Click the "Delete" button.
Click "OK".
Validate the "Join Definition" is removed.

Topics

• NX Custom Reporting

ECS-56289 Summary | Details

Nested SubForms

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

Agency-Program-Service Link
Billing Qualifying Services List [ADD]
Billing Qualifying Services List [EDIT]
Billing Qualifying Services List Subform
Billing Qualifying Services Subform
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Payor Information [EDIT]

Scenario 1: Validate Updating Nested SubForm

Specific Setup:

Requires a form that contains a "SubForm" that also contains a "Nested SubForm".
Scenario requires access to "Finance Setup".

Steps

Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Payer".
Select desired "Payer".
Under "Qualifying Services List" click + sign to expand the row.
Set desired "List Name".
Add desired service to the "Qualifying Service" list.
Save.
Expand the row.
Edit the "List Name".
Save.
Validate it saves without prompting to add a qualifying service.
Expand the row.
Add another qualifying service.
Save.

Topics

• SubForm

ECS-56708 Summary | Details

NX Custom Reporting - Output as CSV

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

All Tables/Views
Browser
Conditional Formatting Configuration
Custom Report Designer [ADD]
Data Source Configuration - Data Sources
Dialog Box
NX Report Processor
Report Designer
Workgroup Security by Report Subform
Workgroups (All)

Scenario 1: NX Custom Reporting - Format Type "DT" Formats in "Run as CSV"

Specific Setup:

User has access to NX Custom Reporting and Microsoft Excel.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting."
Click "Report Designer."
Create a new report using a data source that includes a column in DateTime format.
Click "Manage Data Sources" and select at least one column in DateTime format.
Click "Save."
Click on "Table" in the Toolkit at the right.
Click "Is Visible" checkbox for the columns selected.
Click "Manage Formats" button for the DateTime column.
Select "DateTime".
Save the report.
Click "Actions > Launch Report" to open the report in a new browser tab.
Click "Run as CSV".
Click on the download to open in Microsoft Excel.
Validate the DateTime column data is displaying without spaces or tabs.

Topics

• NX Custom Reporting

ECS-56949 Summary | Details

Custom Reports - Group By Average Calculation

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

Conditional Formatting Configuration
Folders Setup
NX Report Processor

Scenario 1: Custom Reporting - Group By Average Calculation

Specific Setup:

Available Custom Report that uses "Avg" calculation in the "Group By" field.
Report should have some filters to narrow down the data.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Search for desired Custom Report.
Click Actions > Launch Report.
Set desired filters and "Run Report".
Validate the "Totals" amount reflects the average of the values in the table.

Topics

• NX Custom Reporting

ECS-57225 Summary | Details

Claim Details Report - Secure Clients

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

Claim Action Reasons
Claim Action Types
PDF
Report Parameters PickList
Report Selection Picklist
Report: Claim Details Report Secure

Scenario 1: Finance Reports - Validate "Claim Action" Parameters

Specific Setup:

User has access to the "Claim Action" parameter in the reports in "Finance > Reports > Secure Clients > Claim Details".

Steps

Navigate to "Finance > Reports > Secure Clients > Claim Details".
Set the "Parameter" field to "Claim Action".
Fill out required fields.
Click "Preview".
Verify the report is listed.
Click "PDF" button.
Check the "Include Page Numbers?" checkbox.
Check the "Print Landscape?" checkbox.
Click "Save as PDF" button.
Click "Close".
In the "PDF" form,
Validate the "PDF" page has been listed.
Validate the page is in "Landscape" layout.
Verify "Page 1 of X" is listed in the bottom of the page.
Click "Close".

Topics

• Finance

ECS-57339 Summary | Details

Diagnosis and Place of Service Code for Void Claims

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 Output Ready
Claim Service Lines NX Subform
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
FinanceClaims

Scenario 1: Validate Void Claim Contains Diagnosis Code and Place Of Service

Specific Setup:

Requires a claim that can be voided.
Claim should have a "Place of Service" code and client "Diagnosis".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Click "Add Action" and select "Void".
Save.
Wait for billing to run.
Open the "Void Submission".
Validate the "Service Line" SubForm contains desired claim information.
Validate the "Place of Service Code" contains the place of service from the original claim.
Validate the "Diagnosis Treated" contains the diagnosis from the original claim.
Open the "837 Output".
Validate the CLM line contains the desired "Place of Service Code".
Validate the output also contains the "Diagnosis Treated".

Topics

• Finance

ECS-57353 Summary | Details

Adjustment Action Resulting In Two Submissions

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

AR Management
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claim Service Lines NX Subform
Claims Submission For Remittance NX [EDIT]

Scenario 1: Validate Payment/Adjustment Action With Calculate Rate Generates Claim After Mid Month Program Modifier Change

Specific Setup:

Requires a client with a "Facility Placement" that has already been billed with a specific "Program Modifier".
Client should have another "Program Modifier" entered for half of the month after claim was generated.
Requires a "Billing Rate" set up to bill a different rate for a "Program Modifier".
Both rates are set up with the same "Service Line Consolidation".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for desired claim.
Add a payment to the claim.
Click "Add Action" select "Adjustment/Replacement".
Under "Amount Type" select "Calculate Rate".
Validate "Calculate Rate" returns desired results.
Save.
Wait for billing to run.
Open the resulting "Adjustment Claim".
Validate it contains desired result.
Open the original claim.
Validate it contains desired reversing "GL Transaction".

Topics

• Finance

ECS-57531 Summary | Details

NX Custom Reports and Logos

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

Agency [EDIT]
Alternate Logos Subform
Conditional Formatting Configuration
Folders Setup
NX Report Processor
PDF
Select Logo
All Clients With Security for Reports
Report Parameters PickList
Report Selection Picklist
Report: Client Services Report

Scenario 1: Custom Report - Alternate Logo

Specific Setup:

Alternate logos are set within Agency Setup module.
Custom Report available for launch.
User has access to Custom Reporting module.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
On the desired report, click on the "Actions" and select "Launch Report".
Click "Select Logo" and select the desired logo.
Validate the logo selected displays on the report.
Click the "Save As PDF" button.
Check off desired information within the Save as PDF Options window the Click the "Save as PDF" button.
Open the PDF and validate the logo is present.

Scenario 2: Canned Report - Alternate Logo

Specific Setup:

Alternate logo is set within Agency Setup module.
User has access to Reports module.
Report selection will contain data output.

Steps

Navigate to "Reports > Clients > Services & Treatment > Client Services".
Set the required fields and any other desired information.
Click the "Preview" button and review the output.
Validate it does not contain a logo.
Click the "Select Logo" and set to the desired logo.
Validate the logo selected displays.
Click the "Save As PDF" button.
Open the downloaded file and validate the logo is present.

Topics

• Agency Setup • NX Custom Reporting • Reports

ECS-57595 Summary | Details

Additional Documentation and Follow-Ups

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

Call Center Search Forms [ADD]
Call Disposition with Intake [EDIT]
CallCenterlisting
Client Search
Client Service Entry

Scenario 1: Validate Save & New Call Function

Specific Setup:

Requires a call center event that is set up with Additional Documentation and/or Follow Up events.

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Click "New Call"
Select desired call form.
Fill in required fields for the client phone number, name etc.
Click "Next".
Select desired client or new caller.
Click "Next".
Select desired event.
Fill in required fields.
Under "Additional Documentation" select desired event.
Fill in required fields for the "Additional Document".
Save the "Additional Document".
On the call center form click "Save & New Call".
Validate a new call center event opens is blank.
Repeat steps 4-9.
Under "Additional Documentation" validate there are no events listed.
Add "Additional Documentation".
Click "Save & Mark Completed".

Topics

• Call Center

ECS-57742 Summary | Details

Widget - "Open Remittance" Widget

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

AR Management
Billing Batch Management 2.0 Form Set
Billing Batches Management
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claim Action Reasons
Claim/Invoice Batch [VIEW]
FinanceClaims
Journal Entries [VIEW]
All Clients With Security for Reports
Report Parameters PickList
Report Selection Picklist
Report: Claim Remittance Report

Scenario 1: Widget “Open Remittance” – Voided Claim With Partial Payment

Specific Setup:

Claim(s) on record awaiting to be remitted.
Remittance on file that contains multiple claims.
User has access to Finance module.
User has access to "Open Remittance" widget.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Set the "Remittance Check" to the desired check and click the "Search".
Set parameters to search for desired claim.
Click "Add Action" and select "Void".
Save.
Wait for billing run to complete.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Within the "Open Remittance" widget, validate the remittance is present.
Click the dollar icon.
Click the "Search" button within the "Search Parameters".
Validate the claims within the listing do not contain the voided claim.

Scenario 2: Widget “Open Remittance” – Void Claim

Specific Setup:

Claim on record awaiting to be remitted.
Remittance on file.
User has access to Finance module.
User has access to "Open Remittance" widget.

Steps

Navigate to Taskbar > My Homeview > Homeview Launcher > Homeview".
Set desired filters within the "Open Remittance" widget.
Click the icon to launch to the AR Management screen.
Click the "Search".
Validate a "No Remit" claim displays within the output and close.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Set the "Remittance Check" to the desired check and click the "Search".
Set parameters to search for desired claim.
Click "Add Action" and select "Void".
Save.
Wait for billing run to complete.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Within the "Open Remittance" widget, validate the remittance is present.
Click the dollar icon.
Click the "Search" button within the "Search Parameters".
Validate the claims within the listing do not contain the voided claim.

Scenario 3: AR Remittance – Manual Remittance Report With Voided Claims

Specific Setup:

Claim(s) that have been manually remitted with a "Void" Status.
User has access to Finance module.

Steps

Navigate to "Finance > Reports > Accounts Receivable > Remittance".
Set the desired "From Date" and "Through Date".
Set the "Report Selection" to contain "Manual Remittance".
Set any other desired fields.
Click the "Preview" button.
Validate the report output contains a "Status" of "Voided" and an "Action" of "Void- Performed".
Close the report.

Scenario 4: Widget “Open Remittance” Voided Claim With One Claim on Remittance

Specific Setup:

One claim on record awaiting to be remitted.
Remittance on file for just one claim.
User has access to Finance module.
User has access to "Open Remittance" widget.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Set the "Open Remittance" filters to view the desired remittance.
Within the returned results, click on the icon to launch the "Cash Application" form.
Click the "Search" button.
Validate the claim displays with the "Status" of "No Remit".
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management>
Set the filters to search for the same remittance that was previously displayed within the widget.
Set the "Payment" field to the full balance due.
Click on "Add Actions" and select "Void" and "Save".
Wait for billing run to complete.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Refresh the "Open Remittance" widget and set the filters to the same as what was set previously.
Validate no results are returned.

Topics

• Finance • Reports • Widgets

ECS-58007 Summary | Details

Finance Specific Utilities moved to New Finance Utilities Area

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

EvolvUtils

Scenario 1: Validate Finance Specific Utilities Are Available In Finance Module Under Finance Utilities

Steps

Navigate to "Finance > Utilities > Finance Utilities > Finance Utilities".
Validate the following utilities are available:

Create Patient Liability Auto-Deductions Job
Create Recurrent Claims Job
Create Recurrent Claims Now
Create Scheduled Job for Authorization Alerts
Enable Job Status Monitor (SQL Server Agent Job)
Outstanding AR Claims Bundles - Execute now
Outstanding AR Claim Bundles - Create Scheduled Job
Run Mirror Billing Now
Service Details PEM Tool
Services Not Billed Reporting - Create Scheduled Job
Services Not Billed Reporting - Execute Now
Start Authorization Alert Job

Topics

• Finance • Utilities

ECS-58008 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
ActionsView
All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claim 2.0 [EDIT]
Claim Output Ready
Claim/Invoice Batch [VIEW]
Claims Maintenance NX Form Set
FinanceClaims
Action Based Run - Claim Action Types
All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Request Action Based Run [ADD]
Billing Run Request Limit People Subform
BillingProcessHistory

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.
Click on the balance button to expand the claim details.
Validate the "Resulting Claim" starts with "00000###}
Wait for billing to run.
Refresh the "AR Management" screen.
Click on the balance button to expand the claim details.
Validate the "Resulting Claim" is a new claim number i.e "######-cl-#####".
Click on the "Resulting Claim".
Open the "Billing Batch".
Validate the resulting claim is captured in an "Action Based Billing Run".

Scenario 2: Validate Bulk Calculate Rate with Recreate to New Payer Multiple Claims

Steps

Navigate to "Billing Batches Management" screen and Click "New Run".
Select "Action Based Run".
Set desired "Run Description" and select "Recreate to New Payer" as the action.
Set desired date ranges for billing run.
Limit billing run to desired test client.
Run billing and allow to complete.
Validate that the action-based batch returned the expected number of claims to the correct payer/plan.
Mark the batch sent.
Using the claim number hyperlink, view accounting information for one of the claims.
Validate that expected GL transactions were written.
Mark batch not sent and then delete the test action based billing run.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management" and clear any prior filters
Click to expand "Search Parameters".
Set "Client" to your test client.
Check "Include No Remit Claims".
Check "Action Indicated but Not Performed".
Click "Search".
Validate that your test claims for your test client are returned.
Validate that the balance of the claims is set to 0.00
Click to view actions for one of the test claims.
Click "View More" to see the full timeline for the test claim.
Validate that "Bulk Action (Not Performed): Recreate to New Payer" is present on the timeline.
Click "View Filters" and then click "Clear All" to clear all filters on "Finance > Remittance Processing > Remittance Application > AR Management" screen.

Topics

• Finance • Finance Setup • myAM

ECS-58030 Summary | Details

Authorization Units and Denied Adjustment Claims

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

AR Management
Authorization - Finance [EDIT]
Cash Receipts for Remittance
Client Search
All Clients With Security Listing by PeopleID
Authorization Details - Client/Finance Bills [EDIT]
Claims Submission For Remittance NX [EDIT]

Scenario 1: Validate Authorization Used SubReport

Specific Setup:

Scenario works with a claim that has been paid.
Claim should be linked to an "Authorization".
Service has been updated so that on rebill it consumes more units.

Steps

Navigate to "Client > Client Information > Billing Authorization > Information".
Select desired client.
Select desired "Authorization".
Scroll to "Authorization Used".
Validate the SubReport loads with the desired data.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance.
Set parameters to search for desired claim.
Click "Add Action".
Select "Adjustment/Replacement".
Select "Calculate Rate".
Validate "Calculate Rate" returns desired data with updated "Units".
Save.
Wait for billing to run.
Validate "Adjustment Claim" has been generated.
Navigate to "Client > Client Information > Billing Authorization > Information".
Click "Refresh".
Scroll to "Authorization Used".
Validate the SubReport loads with the updated "Authorization Information".

Scenario 2: Validate Denying And Resubmitting A Claim Linked To An Authorization

Specific Setup:

Requires a claim that can be denied and is linked to an "Authorization".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired check.
Set parameters to search for desired claim.
Add "Denial" status.
Click "Add Action".
Select "Resubmit.
Select "Calculate Rate".
Validate the desired service is returned.
Save.
Navigate to "Client > Client Information > Billing Authorization > Service Details".
Select desired client.
Open the desired "Authorization" row.
Under "Used" section validate an additional unit was not consumed.

Topics

• Finance • Widgets

ECS-58045 Summary | Details

Write Off Transactions

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

All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claim Action Reasons
Claim 2.0 [EDIT]
Claims Maintenance NX Form Set

Scenario 1: Delete Writeoff Action That is In A Open Month

Specific Setup:

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

Steps

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

Scenario 2: Writeoff Actions In Closed Month

Specific Setup:

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

Steps

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

Scenario 3: AR Managment - Delete Overpayment in Closed Month

Specific Setup:

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

Steps

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

Scenario 4: AR Management - Delete Overpayment in Open Month

Specific Setup:

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

Steps

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

Topics

• Finance

ECS-58120 Summary | Details

Patient Statement 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
All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
Patient Statement
Report Parameters PickList
Report Selection Picklist

Scenario 1: Validate Patient Statement Report Reflects The Balance Of Patient Charged Amount

Specific Setup:

Requires a claim that has been waterfalled to "Self Pay" submission.
Client should also have a "Self Pay" check that can be applied to the submission.

Steps

Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
Set parameters to search for desired client.
Validate the report displays the clients claims with desired "Patient Amount".
Validate the patient's "Unapplied Amount".
Navigate "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired check.
Set parameters to search for desired claim.
Apply a "Partial Payment".
Save.
Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
Rerun the report.
Validate the "Patients Balance" reflects the new amount.
Validate the "Unapplied Balance" reflects the new amount.
Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Add a "Write Off" to the self pay submission.
Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
Rerun the report.
Validate the "Patients Balance" reflects the new amount.
Validate the "Unapplied Balance" reflects the desired amount.

Topics

• Finance • Reports

ECS-58338 Summary | Details

Do Not Bill Utility

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

All Clients With Security for Reports
DoNotBillUtility
Plans/Contracts for Reports
Billing Batch Management 2.0 Form Set
Billing Batches Management
BillingProcessHistory

Scenario 1: Do Not Bill Utility – Validate Enabling “Include Payable Services” Changes “Do Not Bill” to “Do Not Pay”

Specific Setup:

Available service's available to bill.

Steps

Navigate to "Finance > Utilities > Do Not Bill Utility > Do Not Bill Utility"
Select desired parameters.
Check "Include Payable Services" checkbox.
Click "Search".
Validate "Mark as" column contains "Do Not Pay".
Uncheck "Include Payable Services" checkbox.
Click "Search".
Validate "Mark as" column contains "Do Not Bill".

Scenario 2: Validate Marking Service As “Do Not Pay” Does Not Generate Invoice

Specific Setup:

Available batch to reprocess.

Batch contains invoice for service event.

Steps

Navigate to "Finance > Utilities > Do Not Bill Utility > Do Not Bill Utility".
Filter for desired payable Service Event.
Check the "Mark as "Do Not Pay" checkbox and Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for desired Batch.
Reprocess the Batch.
Run Billing.
Validate Batch does not contain Invoice for desired Service Event.
Navigate to "Finance > Utilities > Do Not Bill Utility > Do Not Bill Utility".
Filter for same desired payable Service Event.
Uncheck the "Mark as "Do Not Pay" checkbox and Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Filter for same desired Batch.
Reprocess the Batch.
Run Billing.
Validate Batch does contain Invoice for desired Service Event.

Topics

• Finance

ECS-58700 Summary | Details

Re-Admit To Agency and Currently Accepting Placements

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
Facility Placement for a Person [VIEW]
Foster Home [EDIT]
Provider Sites by Accepting Placements Program
Resource Family Search

Scenario 1: Resource Families - Validate "Re-Admit" Defaults Last Resource Families Program/Facility Providers

Specific Setup:

A resource family exists that has the "Currently Accepting Placements" not check marked.
At least two clients that had this that program/facility as the last enrollment record before they were discharged from the agency.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select the first client to be used.
Select the Agency Ellipses and "Re-Admit To Agency"
Fill in the "Re-Admission Date" information.
Validate the "Re-Admit to Program" was the last program they were admitted to.
Validate the "Placement Type" is the last placement type that was used.
Validate the "Re-Admit to Facility" defaults to the last facility used. In this example the resource family in the precondition.
Click the "Re-Admit To Facility" look up.
Validate the look up table "Provider Sites by Accepting Placements Program" displays.
Search for the "Resource Family" that was defaulted in the "Re-Admit To Facility" field.
Validate it does not display.
Close the look up table.
Save the form.
Validate the enrollment record is created and the client is in the facility that was defaulted.
Navigate to "Resource Families > Foster/Adoptive Home > Information > General Information".
Select the "Family" being used.
Check the field "Currently Accepting Placements".
Save the form.
Repeat the above test with the second client in the precondition.
Validate the look up table contains the "Resource Family" that was check marked.

Scenario 2: Re-Admit To Facility - Look Up Table - Validate "Provider Sites by Accepting Placements Program" Functions

Specific Setup:

A client that is discharge from a Program/Facility and needs to be Re-Admitted to the agency.
The facility data that is being searched are known values in advance.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select the client to be used.
Select the Agency Ellipses and "Re-Admit To Agency"
Fill in the "Re-Admission Date" information.
Click the "Re-Admit To Facility" look up.
Validate the look up table "Provider Sites by Accepting Placements Program" displays.
Search for various "Facility Names".
Validate the results expected are the ones that display.
Repeat the searches with the "ID/License#", "Type", and "Address Fields".
Validate the results expected display.

Scenario 3: Attendance Facilities - Validate "Re-Admit" Defaults Last Attendance Facility

Specific Setup:

A client that had the Attendance Facility program/facility as the last enrollment record before he was discharged from the agency.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select the client to be used.
Select the Agency Ellipses and "Re-Admit To Agency"
Fill in the "Re-Admission Date" information.
Validate the "Re-Admit to Program" was the last program they were admitted to.
Validate the "Placement Type" is the last placement type that was used.
Validate the "Re-Admit to Facility" defaults to the last facility used. In this example the Attendance Facility in the precondition.
Click the "Re-Admit To Facility" look up.
Validate the look up table "Provider Sites by Accepting Placements Program" displays.
Validate the Attendance Facility in the precondition displays.
Save the form.
Validate the enrollment record is created and the client is in the facility that was defaulted.

Scenario 4: Sites/Residential Facilities - Validate "Re-Admit" Defaults Last Site/Residential Facility

Specific Setup:

A client that had a "Sites/Residential" facility as the last enrollment record before they were discharged from the agency.

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select the client to be used.
Select the Agency Ellipses and "Re-Admit To Agency"
Fill in the "Re-Admission Date" information.
Validate the "Re-Admit to Program" was the last program they were admitted to.
Validate the "Placement Type" is the last placement type that was used.
Validate the "Re-Admit to Facility" defaults to the last facility used. In this example the Site/Residential Facility in the precondition.
Click the "Re-Admit To Facility" look up.
Validate the look up table "Provider Sites by Accepting Placements Program" displays.
Validate the Sites/Residential Facility in the precondition displays.
Save the form.
Validate the enrollment record is created and the client is in the facility that was defaulted.

Topics

• Agency Setup • Resource Families

ECS-58853 Summary | Details

Service Details PEM Tool

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

Client Search
Critical Information
Date Range (Required) With Parms [ADD]
EvolvUtils
Program Enrollment Modifier [ADD]
Program Enrollment Modifier [EDIT]
Program Enrollment Modifier Look Up Table
Report: Service Details
ServiceDetailsPEM
Agency [EDIT]

Scenario 1: PEM Utility Tool - Validate Functionality

Specific Setup:

Requires a client that has had a program modifier changed after services have claims.
The client will display in the "Services Details PEM Tool".

Steps

Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
Click "Run" on the "Services Details PEM Tool".
Click "Get Clients" button.
Validate the form is blank.
Click the "Update Records" menu
Validate a message displays indicating "please select a client".
Click the "Select Client" menu.
Validate the clients modified display in the listing.
Select the first client.
Validate the form fills in.
Validate the "Service Date" values are between the start date and end dates of the modifier.
Validate the name is accurate to the client selected.
Validate the "Old Modifier" is equal to the modifier that was originally used at that time.
Validate the "New Modifier" is equal to modifier that is active for those dates.
Click the "Update" button.
Validate a message indicating "Service details updated" displays.
Click the "OK" button.
Click the "Select Client" menu.
Validate the client no longer displays in the listing.
Navigate to the "Client > Client Information > Personal Information > Claim Listing"
Select the client.
Validate the claims line item dates, prior to the new modifier date indicate the modifier is the older modifier.
Validate the claims line item dates, after the new modifier date display the new modifier.

Scenario 2: PEM Utility Tool - Validate Data Displays From The "Mirror Cut-Off (Years)" Forward

Specific Setup:

Requires a client that at least "3" years worth of data that is displaying on the "Utility Services PEM Tool" form.
The "Billing Mirror Cut-off (Years)" is set to a value that includes all the PEM records displaying.

Steps

Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
Click "Run" on the "Services Details PEM Tool".
Select the client.
Validate the "Service Date" first record is the number of years in the past equal to the "Billing Mirror Cut-off (Years)".
Example. This is the year 2024, The "Billing Mirror Cut-off(Years) is "3". The "Service Date" will be the year "2021".
Close the form.
Navigate to "Agency Setup > Agency > Agency > Agency Information".
Set the "Billing Mirror Cut-off (Years)" to "2".
Save the form.
Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
Click "Run" on the "Services Details PEM Tool".
Select the client.
Validate the "Service Date" first record is the number of years in the past equal to the "Billing Mirror Cut-off (Years)".
In this example it would be the year "2022".
Repeat the test changing the "Billing Mirror Cut-off (Years)" to "1".
Validate the "Service Date" is last year and the current year.
Repeat the test changing the "Billing Mirror Cut-off (Years)" to "0".
Validate the "Service Date" only displays the current year.
Update the "Update Records" button.
Validate the records clear.
Navigate to "Agency Setup > Agency > Agency > Agency Information".
Set the "Billing Mirror Cut-off (Years)" to "4".
Navigate to "Taskbar > System Maintenance > Application Maintenance > Utilities".
Click "Run" on the "Services Details PEM Tool".
Select the client.
Validate the current year no longer displays, as it was updated in prior steps.
Validate the past years display based on Cut-off year set.

Topics

• Finance • Utilities

ECS-58883 Summary | Details

Receiver Information 270-271

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

Claim Receivers Setup Form Set
NX FIELD [EDIT]
NX Form Group [EDIT]
Receiver Information - All
Receiver Information 270-271 Setup [EDIT]
Receiver Information 270-271 Setup [View]

Scenario 1: Receiver Information 270-271 - "Is Visble"

Specific Setup:

User has access to the Finance Setup module.
Claim receiver on record.

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
Click the "Claim Receiver" button and select the desired receiver.
Validate the below fields are visible.
270/271 Setup
Authorization Information
Security Information
Do not output Auth/Security Info Uppercase?
Interchange Sender ID
Application Receivers Code
Payer Name for Output
Payer ID for Output
Receiver NPI
Service Provider Number
Receiver Additional Identification Type
Receiver Additional Identification
Subscriber Date Code for 270
Subscriber Date Code for 271
Suppress Issue Date
Output 270 in 5010 format
x270 Application Sender Code
x270 Interchange Receiver Code
270 File Settings
Break File on Max Clients
Break File on new Provider
Output SSN for Active Benefits Assignments
Output Inactive Benefit Assignments
271 Hold Claims: Skip Demographics
Output Provider Address in 270
Real Time Transactions
Method
URI
Username
Password
User Cert Common Name
Server Cert Common Name

Scenario 2: Receiver Information 270-271 - Tool Tips

Specific Setup:

User has access to Finance Setup module.

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup 270/271".
Select the desired receiver.
Validate visible fields contain tools tips when hovering over the field.

Topics

• Finance Setup

ECS-59064 Summary | Details

Mirrored Billing Jobs

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Plan Setup NX [EDIT]
Billing Rate - Placement Based NX [EDIT]
Billing Run Request Limit People Subform
BillingProcessHistory
ContractsRatesSetup
Critical Information
Enrollment Transfer Type Look-up Table
Facility Transfer [ADD]
FinanceClaims
Immediate Billing Run Request [ADD]
Payers/Contracts Setup 2.0 Form Set
Placement NX Form Set
Provider Sites by Program (Vacancy)
Submitter Information
Unit Table
Claim 2.0 [EDIT]
Client Search
Payers Setup Table
Placement Disruption Rules Form Set
Placement Disruptions Rule Setup-Client [EDIT]
Placement Disruptions: Unknown Location [ADD]

Scenario 1: Billing Placement Services Using "Allow Billing Non-Overnight Stay" And Transfer Is Within The Same Facility

Specific Setup:

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

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create "Billing Run" to capture "Placement Services".
Upon completion, open "Batch".
Validate "Claim" contains expected number of "Units".
Click "Claim".
Validate "Billed Services" contains one record for "Date of Transfer".

Scenario 2: Billing Placement Services Using "Allow Billing Non-Overnight Stay" And Transfer Is To A New Facility

Specific Setup:

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

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create "Billing Run" to capture "Placement Services".
Upon completion, open "Batch".
Validate "Claim" contains expected services.

Scenario 3: Placement Billing With Non-Billable Placement Disruption Occurring At Beginning And Ending Of Day

Specific Setup:

Placement Disruption is not billable.
Rate History is checked for " Allow to bill non overnight stay".
Placement disruption begins on day 1 midday and ends on day 3 midday.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create "Billing Run" to capture "Placement Services".
Upon completion, open "Batch".
Validate "Claim" contains expected number of "Units".
Click "Claim".
Validate the "Billed Services" contain the expected number of "Units".

Scenario 4: Placement Billing With Billable Placement Disruption Occurring At Beginning And Ending Of Day

Specific Setup:

Placement Disruption is billable.
Rate History is checked for " Allow to bill non overnight stay".
Placement disruption begins on day 1 midday and ends on day 3 midday.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create "Billing Run" to capture "Placement Services".
Upon completion, open "Batch".
Validate "Claim" contains expected number of "Units".
Click "Claim".
Validate the "Billed Services" contain the expected number of "Units".

Topics

• Client • Finance • Finance Setup

ECS-59097 Summary | Details

Graphing Capability

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

Assessment with graph [ADD]
Assessment with graph [EDIT]
Client Search
Client Service Entry
Event Categories/People - User Modifiable
Event Definition User - People [EDIT]
Event Definitions - People Based Form Set
FormDesigner
Interface Design Form Set
NX Sub Report [EDIT]
Sub Reports - System Form Set
Sub-Report Designer [VIEW]

Scenario 1: Validate SubReport Graphing with Assessments

Specific Setup:

Worker Role must have access to event within "Setup > Security/Access > Worker Roles > Security for Events".
SubReport containing a graph is set on the event.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry" and select the desired client.
Click the "Add Event" button and select the desired event.
Validate the SubReport graph is present on the event.
Fill out the desired/required information and save.
Validate the "Status" on the newly created event contains" Pending Submission".
Click on the "Actions" button and select "Submit Service".
Validate alert text displays containing "Are you sure you wish to submit this event?" and click the "Yes" button.
Click "OK" on the alert text "Are you sure you wish to proceed with submitting this event(s)?".
Validate the "Status" contains "Signed/Submitted".
Click the "Actions" button and select "Unsubmit Service".
Click "OK " on the message "Are you sure you wish to proceed with un-submitting this event(s)?".
Set information on the event and "Save".
Click on the "Actions" and select "Submit Service".
Set information on the form and "Save".
Click the "Actions" button and select "Submit Service".
Click the "Yes" button on the "Are you sure you wish to submit this event?" message.
Validate the "Status" contains "Signed/Submitted".

Topics

• Forms

ECS-59101 Summary | Details

Waterfall of Claim That Was Previously Re-Submitted to Original Funder

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 Adjustment Reasons
Claim Output Ready
Claim Receivers Setup Form Set
Claim/Invoice Batch [VIEW]
Claims Submission For Remittance NX [EDIT]
FinanceClaims
Receiver Information - All
Receiver Information X12 Submissions [EDIT]

Scenario 1: Validate Resubmit Outputs CAS From Most Recent Remittance

Specific Setup:

Requires a claim that has been remitted with a "Denial" status and "Adjustment Reasons".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance Check".
Set parameters to search for desired claim.
Add a "Partial Payment".
Click "Add Adj" button.
Add desired "Adjustment Reasons".
Click "Add Action".
Select "Resubmit to Other" to waterfall to secondary payer.
Save.
Wait for billing to run.
Open the desired batch.
Create the output.
Validate "837 File" contains only the "CAS Info" from the second remittance.

Scenario 2: Validate CAS Output With Multiple Remittances

Specific Setup:

Requires a claim that can be remitted and waterfalled to a second payer.
Scenario works with 2 remittance checks.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance Check".
Set parameters to search for desired claim.
Add a "Denial".
Click "Add Adj" button.
Add desired "Adjustment Reasons".
Save.
Select a second "Remittance Check".
Add a "Partial Payment".
Click "Add Adj" button.
Add desired "Adjustment Reasons".
Click "Add Action".
Select "Resubmit to Other" to waterfall to secondary payer.
Save.
Wait for billing to run.
Open the desired batch.
Create the output.
Validate it contains "Adjustment Reasons" from the second check.

Topics

• Finance

ECS-59157 Summary | Details

Disabled Test Question Behavior

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

Client Header 2
Client Service Entry
rp59157 [ADD]
rp59157 [EDIT]
Select Client

Scenario 1: Tests Assessments - Validate Using "Tab Key" Skips Over Disabled Fields When Using A Disable Rule

Specific Setup:

A service event that has an assessment attached to it.
A client the service event can be attached to.
The assessment is configured to have two groups.
The first group will be called "Group1" and will have a conditional question to toggle the below fields to be enabled and disabled. In between each of these fields will be a "Narrative" that will not be disabled.
Single Questions
Multiple Answers
Picklists
Narratives
Date Fields
Report fields
The second group will be called "Group2" and will have the above fields set to be disabled.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the client.
Select the event.
For the "Group1" questions toggle the control question to disable all questions in this group.
Validate all the "Buffer" narratives are enabled.
Validate all the fields that have the condition set are disabled.
Validate "Group2" is disabled.
Set the cursor into a field on the form before the "Group1".
Press the "Tab" key.
Validate any disabled question is skipped over.
Validate the cursor displays in the "Narratives" that were set to remain enabled.
Validate the "Tab" key skips over "Group2".
Validate the "Shift Tab" key makes the tabbing go backwards and has the same results of the tab.
Validate any disabled fields are not editable.
Turn the "Group1" condition question to enable the fields.
Repeat the test with the "Tab" key.
Validate all the enabled fields are tabbed to.
For single questions and multiple questions press the space bar to set the values.
For date fields when the field is tabbed to the calendar will display, press enter for the current date.
For any picklist fields the first tab will be in the whitespace, the second tab will be on the search fields. Press enter to display the look up table. Select a value.
For narrative fields enter a value.
Validate the "Group2" remains disabled and is skipped when tabbed to.
Validate "Shift Tab" reverses the order.
Save the form.
Edit the saved record.
Validate the fields display the values entered.
Turn the "Group1" conditional question to disable the fields.
Validate all field values entered remain.
Validate "Tab" skips over these fields.
Validate these fields are not editable.

Topics

• Assessments

ECS-59158 Summary | Details

Program Enrollment - End Date

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 Service Entry
Critical Information
Program Enrollment [Edit]
ServicePlanForm
ServicePlanList

Scenario 1: Treatment Plan Finalized With Corresponding Program Enrollment Is End-Dated

Specific Setup:

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

Steps

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

Topics

• Client

ECS-59253 Summary | Details

Placement Services - Multiple Programs

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
Claim/Invoice Batch [VIEW]
Client Search
Critical Information
FinanceClaims
Immediate Billing Run Request [ADD]
Program Setup - No Care Day/Respite [EDIT]
Report: Service Details
Submitter Information
All Clients With Security for Reports
Date Range (Required) With Parms [ADD]
Report Parameters PickList
Report: Enrollments for a Period

Scenario 1: Outpatient Type Programs - "Services Created for Days of Placement"

Specific Setup:

The "Services Created for Days of Placement" is checked off in breadcrumb "Agency Setup > Agency > Program Setups > Outpatient & Other" for desired programs.
Rates are setup to bill for placement.
Client is enrolled in multiple outpatient programs during the same time.
User has access to Finance module.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click on "New Run" and select "Immediate Run".
Set the desired "Submitter", "Run Description", "Through Date" and any other desired fields.
Click the "Save" button.
Select the "Billing Processing History" tab.
Click the "Start Billing Now" button.
Click "OK" on the "Billing job started" message.
Once the billing run is completed, review claims.
Validate claims were created for desired programs within the same time.
Click the "X" to close.
On the batch, click the "Actions" button and select "Open Batch".
Click the "Create Output" button and close.
Click the "Actions" button and select "Mark as Sent".
Click "OK" on the "Are you sure you want to mark sent?" message.
Navigate to "Client > Client Information > Critical Information > Enrollment Information" and set to desired client.
Within the first program, click the "Actions" cell and select the "Services Generated Report" link.
Validate the desired dates are indicated as "Billed".
Click the "Close" button.
Within the second program, click the "Actions" cell and select the "Services Generated Report" link.
Validate the desired dates are indicated as "Billed".
Click the "Close" button.

Scenario 2: Enrollments for a Period Report - "Program: Are Services Created for Placement?"

Specific Setup:

The "Services Created for Days of Placement" is checked off in breadcrumb "Agency Setup > Agency > Program Setups > Outpatient & Other" for desired program(s).
Client is enrolled in program(s).
User has access to Reports module.

Steps

Navigate to "Reports > Clients > General > Enrollments for a Period".
Set the desired "From Date" and "Through Date".
Check off the "Program: Is Enrollment Required for Services?" field.
Set the "Parameter" to "Client" and set the "Value" to the desired client.
Click the "Preview" button.
Validate the output contains the desired data.
Click the "Close" button.

Topics

• Agency Setup • Client • Finance • Reports

ECS-59407 Summary | Details

Print Bundle - SubReports

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

Alerts - View [VIEW]
Client Search
Client Service Entry
Diagnosis General [ADD]
Diagnosis Search Service
NX Sub Report [EDIT]
Printing Bundle Templates Active
PrintingBundleTemplate

Scenario 1: Print Bundle with SubForms

Specific Setup:

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

Steps

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

Topics

• Reports

ECS-59411 Summary | Details

Authorizations Listing 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
Billing Rates Service Setup Details
Facility Listing for Reports
Payers Setup Table
Plans/Contracts for Reports
Report Parameters PickList
Report Selection Picklist
Report: Authorizations Listing
Type of Rates

Scenario 1: Validate Authorization Listing Report

Specific Setup:

Requires clients that are linked to "Authorizations".

Steps

Navigate to "Finance > Reports > Accounts Receivable > Authorizations Listing".
Set desired date parameters.
Select the report selection.
Click "Preview".
Validate the report displays desired data.
Close the report.
Set desired "Parameters".
Click "Preview".
Validate the report contains desired data based on the parameters.

Topics

• Finance • Reports

ECS-59528 Summary | Details

Supervisor Taskbar Functionality

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

EvolvCS Client [EDIT]
SupervisorModule
Client Search
Client Service Entry
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
All Clients With Security Listing by PeopleID

Scenario 1: Supervisor - Supervises Self

Specific Setup:

Submitted events requiring approval.
Staff has access to Supervisor module.
Setup > System > EvolvCS System Setup > System Settings/Preferences.
"Supervisor Approval - Show All Subordinates" is checked off.

Steps

Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Click the "View Filters" link and set the desired filters.
Click "Apply Filters".
On desired service event, click on the "Actions" link.
Select "Approve & Add Note".
Set the desired "Notes" area and click the "Save" button.
Validate the "Pending Action" column contains "Approve".
Click the "Save" button.

Scenario 2: Supervisor - Supervises Subordinates

Specific Setup:

The "Supervisor Approval - Show All Subordinates" is checked off within "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Two staff records.
Staff 1
Has staff 2 indicated as their supervisor within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Has access to client.
Staff 2
Is set as the supervisor of staff 1 within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Has access Supervisor module.

Steps

Staff 1

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

Staff 2

Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval" and set the desired filters.
Validate the status contains "Pending Approval".
Click the "Actions" link and select "Approve & Add Note".
Enter desired note and click the "Save" button.
Navigate to "Client > Case Management > Service Management > Service Entry" and set the desired client.
Validate the "Status" for the event is "Approved".

Scenario 3: Supervisor Module - "Approve & Add Note"

Specific Setup:

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

Steps

Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval" and set the desired filters.
Validate the event displays and contains status of "Pending Approval".
Click on the "Actions" button and select "Approve & Add Note" from the list box.
Set the desired notes.
Click the "Save" button.
Click the Look Up Table button to search for the same client.
Click the "Apply Filters" link.
Validate message displays "You have unsaved actions, all pending action swill be lost Continue?" and click the "OK" button.
Validate the client previously searched displays with the same event containing a status of "Pending Approval".
Click the "Actions" link and select "Approve & Add Note".
Enter desired note and click the "Save" button.
Validate the "Cancel Approval" button is displays.
Validate the "Pending Action" cell contains "Approve".
Click the "Save" button.
Set desired filters and validate the approved event does not display.

Topics

• Client • Supervisor

ECS-59546 Summary | Details

Front Desk - Groups

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

Front Desk Calendar Appointment [ADD]
Front Desk Calendar Appointment [EDIT]
FrontDeskCalendar
FrontDeskCheckIn
Schedules - Group Subform
Select Group
Service and Attendance Facilities Listing
Groups Form Set

Scenario 1: Front Desk Calendar - Group Schedule

Specific Setup:

Within "Groups > Group > Information > General Information", the schedule ends in mid-week or mid-month.
User has access to Groups module and Front Desk.
Desired worker is set in "Groups > Group > Information > Worker Assignments".

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set the desired "Location", check off the "Include Group Appointments?" and click "View Calendar".
Set the filter to the desired staff.
Validate the group schedule displays within the "Day", "Week", and "Month" views for the desired dates/times.

Scenario 2: Front Desk Calendar - Group Ending Mid Month/Day

Specific Setup:

Within "Groups > Group > Information > General Information", the schedule ends in mid-week or mid-month.
Group contains active enrollments.
User has access to Groups module and Front Desk.
Desired worker is set in "Groups > Group > Information > Worker Assignments".

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set the desired "Location", check off the "Include Group Appointments?" and click "View Calendar".
Set the filter to the desired staff.
Validate the group schedule displays within the "Day", "Week", and "Month" views for the desired dates/times.

Topics

• Front Desk • Groups

ECS-59555 Summary | Details

Treatment Plan - Print Generic

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

Client Search
Date/Time Range (Req) with Parms and Select [ADD]
Generic Treatment Plan Output
Print Preview
Report Parameters PickList
Report Selection Picklist
Report: Client Data Audit Log Report
ServicePlanForm
ServicePlanList

Scenario 1: Treatment Plan - Print Generic

Specific Setup:

System form "Treatment Plan Steps" found in "Setup > Treatment and Tests > Treatment Plans/Other > Treatment Plan Steps Designer" has been deleted.
Treatment plan on record for client.
User has access to Setup module.
User has credentials contain delete privileges.
User has access to Reports module.

Steps

Navigate to "Client > Case Management > Plan Development > Planning" and select desired client.
On desired treatment plan, click on "Actions" and select "Open Plan".
Click the "Print" link and select "Print Generic" from the list box.
Validate the "Generic Treatment Plan" output displays with expected values.
Close.
Navigate to "Reports > Certification Reports > MU2 Reports > Client Data Audit Log".
Set the desired/required fields.
Set the "Parameters" with a value of "Staff" and set the "Value" to desired staff that previously printed the output.
Click the "Preview" button.
Validate the "Client Data Audit Log Report" displays the expected "Date-Time" for the desired client with the "Action Taken" of print.
Click the "Close" button.

Topics

• Setup • Treatment Plans

ECS-59638 Summary | Details

ABA Sessions

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

Agency Program System Services by Program [EDIT]
Calendar
Client Related Task - New [ADD]
Client Service Entry
Save Session
Session
Staff Calendar
Agency Program Services [EDIT]
Agency Program System Services by Program Subform
Client Search

Scenario 1: ABA Sessions - Validate "Signed/Submitted" Status

Specific Setup:

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

Steps

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

Scenario 2: ABA Session "Draft" Status

Specific Setup:

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

Steps

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

Scenario 3: ABA Session Event - SDK Event

Steps

Internal testing only.

Topics

• ABA • Third Party Solution

ECS-59755 Summary | Details

Respite DOC Score Will Reflect on Program Enrollment Modifier

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 Events by Agency/Program - People
Placement Events by Agency/Program - People2
Program by Client's Service Track - Respite
Program Enrollment From Service Track [ADD]
Program Enrollment Modifier (by Agency)
Program Enrollment Modifier [EDIT]
Program Enrollment Modifier [VIEW]
Program Enrollment Modifier Look Up Table
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Unit Table
Worker Role (to a client or in a workgroup) Table

Scenario 1: Validate Respite Program Modifiers In Placement Disruptions

Specific Setup:

Client is enrolled in a Care Day program.
Agency is set up for Respite type Placement Disruptions.

Steps

Navigate to "Client > Client Information > Critical Information > Placement Disruptions".
Click "New Manual Event", select "Respite" from the drop down list.
Fill out required fields.
Fill out "Program Modifier" field.
Fill out "DOC Points" field, "Save".
Validate the "Placement Disruption" is listed.
Click "Enrollment Information" tab.
Validate "Respite Placement" is displayed.
Click on the "Program Modifier", validate the "DOC Points" are displayed,

Topics

• Client

ECS-59776 Summary | Details

Agency Re-Admission

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

Agency Discharge [EDIT]
Agency Program Placement Service by Prog Subform
Agency Re-Admission [EDIT]
Closing Reasons - Service Track Table
Critical Information
Event Definitions (Plain)
New Referral to the Agency [ADD]
Open/Closed Status - Referrals Made
Outcome/Results - Service Track Table
Person Information [ADD]
Placement Events by Agency/Program - People
Program Listing by Agency and Service Event
Provider Sites by Accepting Placements Program
Referral Made Status Subform
Referral Reason Table
Referral Search
Referral Source - Referral In
Referral to Agency [EDIT]
Referral to Program from Outside Source [Edit]
Referral to Programs from Outside - People Edit Subform
Schedules
Unit Table
Wizard
WizardMPISearch

Scenario 1: My Pending Referrals Widget - Attendance Enrollments

Specific Setup:

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

Steps

Enter a new Referral for the previously discharged client into an Attendance based program.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Utilizing the "My Pending Referrals" widget, click on the icon for desired referral for the re-admission for the previously discharged client.
Validate the "Placement Type" does not default and click the search.
Validate "Attendance Enrollment" is available within the search and select.
Enter desired "Re-Admit To Facility" and "Unit".
Validate "Schedule of Sessions" is enabled and enter desired data.
Enter any other desired/required information on the form and click the "Save" button.

Topics

• Program Referrals • Widgets

ECS-59863 Summary | Details

Event Groups Milestones Setup

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

Applicant Milestone [ADD]
Applicant Milestone [EDIT]
Event Categories/Groups - User Modifiable
Event Categories/People - User Modifiable
Event Definition User - Groups [EDIT]
Event Definition User - People [EDIT]
Event Definitions - Groups Form Set
Event Definitions - People Based Form Set
Event Definitions with Category
Event Groups (User Defined)
Event Groups Setup - User [EDIT]
Event-Group Link - User Defined Subform
Foster Home Milestone [ADD]
Foster Home Milestone [EDIT]
Foster Home Type look up table
Home Assignments Subform
Member Assignments Subform
Profile type of application
Resource Family Group Events
Resource Family Member Events
User Event Groups Form Set

Scenario 1: Resource Family Portal - Validate Events Available In Milestone Setup

Specific Setup:

Navigate to "Agency Setup > Event Setup > Groups & Case > Events Setup".
Set the "Usable for Resource Family Portal" checkbox.
Navigate to "Agency Setup > Event Setup > People > Events Setup".
Set the "Usable for Resource Family Portal" checkbox.
Navigate to "Setup > User Tools > Event Groups - User > Event Groups".
Check the "Include in Resource Family Group Events LUT" checkbox.
Check the "Include in Resource Family Member Events LUT" checkbox.

Steps

Navigate to "Agency Setup > Agency > Milestones Setup > Foster Home Applicant".
Click "Add New".
Select "Home Assignment Applicant Milestone" from the dropdown list.
Click the "Event Look-Up Table" button.
Validate the event added to "RF Event Groups" is listed in the results table.
Select the event.
Fill out other required fields.
Click "Save".
Deactivate the "Include in Resource Family Group Events LUT" option.
Navigate back to "Agency Setup > Agency > Milestones Setup > Foster Home Applicant".
Click the recently created applicant.
Click the "Home Assignment Event Look-Up Table" button.
Validate the event is no longer listed.
Select a different event.
Click "Save".
Activate the "Include in Resource Family Member Events LUT" option.
Navigate to "Agency Setup > Agency > Milestones Setup > Foster Home Applicant".
Click the applicant cell.
Click the "Member Assignment Event Look-Up Table" button.
Validate the event added to "RF Event Groups" is listed in the results table.
Select the event.
Click "Save".
Deactivate the "Include in Resource Family Member Events LUT" option.
Navigate back to "Agency Setup > Agency > Milestones Setup > Foster Home Applicant".
Click the applicant cell.
Click the "Member Assignment Event Look-Up Table" button.
Validate the event is no longer listed.
Select a different event.
Click "Save".
Activate the "Include in Resource Family Group Events LUT" option.
Navigate to "Agency Setup > Agency > Milestones Setup > Foster Home".
Click "Add New".
Select "Foster Home Milestone" from the dropdown list.
Click the "Home Assignment Event Look-Up Table" button.
Validate the event is listed.
Select the event.
Fill out other required fields.
Click "Save".
Deactivate the "Include in Resource Family Group Events LUT" option.
Navigate back to "Agency Setup > Agency > Milestones Setup > Foster Home".
Click the recently created foster home cell.
Click the "Home Assignment Event Look-Up Table" button.
Validate the event is no longer listed.
Select a different event.
Click "Save".
Activate the "Include in Resource Family Member Events LUT" option.
Navigate to "Agency Setup > Agency > Milestones Setup > Foster Home".
Click on the foster home cell.
Click on the "Member Assignment Event Look-Up Table" button.
Validate the event is listed.
Select the event.
Click "Save".
Deactivate the "Include in Resource Family Member Events LUT" option.
Navigate to "Agency Setup > Agency > Milestones Setup > Foster Home".
Click on the foster home cell.
Click on the "Member Assignment Event Look-Up Table" button.
Validate the event is no longer listed.
Select a different event.
Click "Save".

Topics

• Resource Family Portal

ECS-59989 Summary | Details

SCO Millin Encounter - "FIPS Code"

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Output Ready
Claim Receivers Setup Form Set
Excel Output
Immediate Billing Run Request [ADD]
NY County Codes for Billing
Receiver Information - All
Receiver Information Generic [EDIT]
Receiver Information UB-04 [EDIT]
Submitter Information

Scenario 1: SCO Millin Encounter Claim Output With “FIPS Code”

Specific Setup:

The "Output NY County Proxy Code" and the "Default County Code" is set on the receiver.
User has access to Finance and Finance Setup module.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" to generate a billing run for the desired client.
Once billing has completed, click on the "Actions" button and select the "SCO Millin Encounter" output.
Open file and validate the "FIPS Code" present is what is set on the receiver.

Topics

• Finance • Finance Setup

ECS-60016 Summary | Details

Routing NX and Treatment Plans

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

Client Search
ServicePlanForm
ServicePlanList

Scenario 1: Validate NX Treatment Plan Routing With Audit Snapshot

Specific Setup:

NX Routing should be enabled.
Audit Snapshot should be enabled.
Requires a treatment plan that is set up for routing.
Scenario uses "NYC Treatment Plan" route.

Steps

Navigate to "Client > Case Management > Plan Development > Planning".
Select desired client.
Open desired "Treatment Plan".
Click "Routing" button and begin the route.
Assign the route to desired staff.
Enter a note and route.
Re-open the treatment plan.
Validate message appears "You are viewing a snapshot of this form from {today's date/time}".
Validate the treatment plan is locked and contains "Initial Signature" of the submitter.
Log in as staff who the plan was submitted to.
Navigate to "Client > Case Management > Plan Development > Planning".
Select desired client.
Open desired "Treatment Plan".
Click "Routing" button and "Approve" the plan.
Log in as staff who is in the "Medical Doctors" workgroup.
Navigate to "Client > Case Management > Plan Development > Planning".
Select desired client.
Open desired "Treatment Plan".
Click "Routing" button and "Approve" the plan.
Validate the plan contains "Final Approval Date".
Validate the plan contains all three staff signatures.

Topics

• Client • Routing • Service Entry • Treatment Plans

ECS-60034 Summary | Details

Appointments Times on 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: Front Desk - Resize Calendar Window

Specific Setup:

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

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set the desired "Location" and "Date".
Click on the "View Calendar".
Set any desired filters.
Validate time slot beginning and end times.
Maximize the window.
Validate time slot beginning and end times.
Minimize the window.
Validate time slot beginning and end times.
Close the window.

Topics

• Front Desk

ECS-60038 Summary | Details

Routing NX - Routes With Validate Treatment Plan

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

Client Search
Client Service Entry
Print Preview
UpdateHistory
ServicePlanForm
ServicePlanList

Scenario 1: Validate NX Routing And Notes To Complete Widget

Specific Setup:

Requires an event that is linked to "Basic Approval Route".
Scenario assumes Routing Conversion has been completed.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Add Event".
Select desired event.
Fill in required fields.
Save.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Open the "Notes To Complete" widget.
Validate the event is listed.
Open the event and click "Routing" button to start the route.
Validate the "Current Assignee" contains desired staff.
Validate "Routing Timeline" exists with current date/time.
Set "Route For Approval" input box to desired staff.
Enter a note into the "Notes" field.
Click "Route".
Validate the event is no longer listed in the widget.

Scenario 2: NX Routing - NYC Treatment Plan Route

Specific Setup:

Scenario assumes Routing Conversion has been completed.
Requires a treatment plan that is completed and ready to be routed.
Requires a treatment plan that is linked to "NYC Treatment Plan Route".
Requires at least one staff listed in "Medical Doctors" workgroup to be set up under "Treatment Planning Workgroups".

Steps

Navigate to "Client > Case Management > Plan Development > Planning".
Select desired client.
Open desired treatment plan.
Click "Routing" button.
Validate the "Current Assignee" contains desired staff.
Validate "Routing Timeline" exists with current date/time.
Set "Supervisor" input box to desired staff.
Enter a note into the "Notes" field.
Click "Route".
Log off and log in as staff the event was routed to.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click "Widgets" button and select "My Routed Task NX" widget.
Validate the event is listed.
Open the event.
Click the "Routing" button.
Validate the "Current Assignee" contains desired staff name.
Validate "Routing Timeline" contains the current history with date/time.
Validate "Approve and Route for MD Approval" tab exists.
Fill in a note and click "Route" button to approve the event.
Validate the event is no longer listed in the widget.
Log off and log in as a staff that is in "Medical Doctors" workgroup.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click "Widgets" button and select "My Routed Task NX" widget.
Validate the event is listed.
Open the event.
Click the "Routing" button.
Validate the "Current Assignee" contains "Medical Doctors".
Validate "Routing Timeline" contains the current history with date/time.
Validate "Approved By MD" tab exists.
Fill in a note and click "Route" button to approve the event.
Navigate to "Client > Case Management > Plan Development > Planning".
Select desired client.
Open desired treatment plan.
Click "Signatures" button.
Validate "Route for Supervisor Review" signature is listed.
Validate "Approve and Route for MD Approval" signature is listed.
Validate "Approved by MD" signature is listed.

Topics

• Client • Routing • Treatment Plans • Widgets

ECS-60041 Summary | Details

"Keep a print bundle for how many days?" Option In Agency Setup

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

Client Search
Printing Bundle Templates Active
PrintingBundleTemplate
Web Browser
Agency [EDIT]
Batch Letter [ADD]
Letter Event Template
Alerts - View [VIEW]
File Display
PDF

Scenario 1: Validate Print Bundle Run Now/Async Simultaneously

Specific Setup:

Scenario works with two different staff credentials and using two different workstations.
Scenario uses "Print Bundle Template".
Multiple Client records in system.

Steps

Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
Select a "Client".
Click on "Template" button and select desired template.
Check off desired events.
Click "Submit" button.
Set desired description.
Click "Submit Async".
As the second staff, log into myEvolv on a different workstation.
Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
Select a "Client" (use different record than prior steps).
Click on "Template" button and select desired template.
Check off desired events.
Click "Submit" button.
Set desired description.
Click "Run Now".
Wait for report image to appear.
Validate the report contains desired "Client".
Switch back to first workstation.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
In the "My Print Bundle" widget click on "Actions".
Select "View PDF".
Validate the report contains the desired Client.

Scenario 2: Batch Letters - Validate "Keep a print bundle for how many days?" Controls The Number Of Days To Keep

Specific Setup:

The "Agency Setup > Agency > Agency > Agency Information" the "Keep a print bundle for how many days?" is set to "0".
Clients exist that can have letters generated.
Letters exist that can be generated.

Steps

Navigate to "Taskbar > Document Management > Document Management > Batch Letters".
Generate the batch of letters.
Navigate to " Taskbar > My Homeview > Homeview Launcher > Homeview".
Select the "My Batch Letters Jobs".
The Job should display and be processed.
Wait one hour.
Refresh the form.
Validate the "My Batch Letters Jobs" widget contains no data.
Navigate to "Agency Setup > Agency > Agency > Agency Information".
Set the "Keep a print bundle for how many days?" is set to "2" days.
Navigate to "Taskbar > Document Management > Document Management > Batch Letters".
Generate the letters.
Wait for an hour to pass.
Validate the Job displays in widget.
Log into the system tomorrow and validate the job displays.
Validate the job is removed after "2" days.

Scenario 3: Print Bundle - Validate Submitting Large Bundles Using "Keep a print bundle for how many days?" Option

Specific Setup:

In Agency Setup, enter a desired number in the "Keep a print bundle for how many days?" input box.

Steps

Navigate to "Agency Setup > Agency > Agency > Agency Information".
Click the "Agency Specific Settings" tab.
Set the desired number in the "Keep a print bundle for how many days" input box.
Click "Save".
Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
Click "Select Client".
Search and select desired client.
Click "Select Template".
Select desired template.
Check desired event checkboxes.
Click "Submit".
Fill out required fields.
Click "Run Now".
Wait until bundle is ready to print.
Validate the print bundle has been loaded in a different tab.
Verify the print bundle exists in PDF form.
Close out of the PDF.
Click the "Alerts" button in the top right.
Validate the print bundle confirmation message link is listed in the listbox.
Click the message link.
Click the "Here" link.
Verify the PDF exists.
Close out of both the PDF and alert message.

Topics

• Agency • Agency Setup • Client • Print Bundle • Reports

ECS-60045 Summary | Details

Custom Reporting - Date/Time Format

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

Conditional Formatting Configuration
NX Report Processor
PDF
Report Designer

Scenario 1: Custom Reporting - Date Parameters - PDF

Specific Setup:

Available report that contains a "Date" format within the parameters setup.
User has access to "NX Custom Reporting".

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Navigate to "Report Designer" tab and select the desired report.
Click the "Actions" button and select "Launch Report".
Set the desired dates on the report and click "Run Report".
Once output is obtained, click the "Print Report" button.
Validate the date range parameter is present on the output.
Click "Cancel".
Click the "Save as PDF".
Set the desired Save as PDF Options and click the "Save as PDF".
Open the saved document and validate the date range is present.

Topics

• NX Custom Reporting

ECS-60075 Summary | Details

"Hide Unanswered" Field Caption Renamed to "Hide Answers When NA"

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

All Look-up Tables Listing (filtered)
Client Service Entry
Not Applicable Reasons
NX Test [EDIT]
Print Preview
rp-60075 [ADD]
rp-60075 [EDIT]

Scenario 1: Test Designer - Validate "Hide Answers When NA" Check Box Label Identification

Specific Setup:

Access "Setup > Treatment and Tests > Test Setup > Test Design - Profiles".
For the purpose of this test, the "Test Design - People" is used.
At least one preexisting "Test" with the "Toolbox" items of "Single Answer", "Multiple Answer", "Date", "Narrative", "Numeric", "Picklist".

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Create a new test.
Add the following "Toolbox" items to the form.
Single Answer
Multiple Answer
Date
Narrative
Numeric
Picklist
For each "Toolbox" item:
Validate the field "Hide Answers When NA" displays.
Validate the field name "Hide Unanswered" does not display.
Mouse over the "Hide Answers When NA" field.
Validate the "Tooltip" displays "When N/A is checked, all other answer options are hidden on the test. Only N/A will be displayed."
Toggle the check mark on the check box for the "Hide Answers When NA" field.
Check several of the "Hide Answers When NA" fields. Note which "Toolbox" items were checked and not checked.
Save the form.
Validate the checked items remained checked and the non checked items remained not checked.
Delete the "Toolbox" lines.
Validate they delete.
Select a preexisting test containing the "Toolbox" items in the precondition.
Validate the field "Hide Answers When NA" displays.
Validate the field name "Hide Unanswered" does not display.

Scenario 2: Test Designer - Validate "Hide Answers When NA" Check Box Will Hide Unanswered Selection

Specific Setup:

Two service events attached to the program to be used.
The first sevice event, "ServiceEvent1" has the "Hide Answers When NA" not checked.
The second sevice event, "ServiceEvent2" has the "Hide Answers When NA" checked.
A client in that program that can be assigned the above services.
The test form is set so the the "Is Only Checked Printed" is not checked.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the client,
Add the "ServiceEvent1" to the client.
Select the "NA" answer and add a reason.
Fill in any other required fields.
Save the form.
Edit the form.
Validate the question with the "NA" contains the other answers grayed out.
Click the "Print" button.
Validate the print versions display all the questions.
Exit the printer
Exit the form.
Redo the above test using "ServiceEvent2".
Validate when editing the form only the "NA" answer displays. The other answers for that question are not on the form.
The printing of the form will display all the answers, see precondition.

Topics

• Forms

ECS-60078 Summary | Details

837 AR Output

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

Benefit Assignment [ADD]
Billing Batch Claims Review
Billing Batches Management
Billing Rate - A/M [ADD]
Billing Rate Details - A/M Subform
Billing Rate Header - A/M [ADD]
Claim 2.0 [EDIT]
Claim Output Ready
Client Search
ContractsRatesSetup
Drug Dose Form
Drug Library Table
FinanceClaims
Immediate Billing Run Request [ADD]
Medication Administered (not eMAR) [ADD]
Notepad++
Payers of Agency
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
People Medication History not for eMAR
Plans/Contracts by Payer and Receiver
Plans/Contracts by Staff
Procedure Codes for Billing
Program by Client's Service Track and Service
Provider Sites by Program
Rate Group Category
Rate-Plan Link - Sub Subform
Relationship - Family Table
Submitter Information
Type of Rates

Scenario 1: Validate 837 Claim Output For Administered Medications

Specific Setup:

AM Rate exists for the service.
Client has active Benefit Assignment.
A medication order must be completed in Medications.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" button.
Select "Immediate Run" from the drop down list.
Fill out required fields.
Click "Save".
Click "Actions".
Select desired claim output from the drop down list.
Validate information has been listed in the claim output.
Click "Download Electronic File" button.
Validate the information is listed in the electronic file.
Close out of both the electronic file and claim output.

Topics

• Finance • Finance Setup

ECS-60079 Summary | Details

myEvolv Anywhere Events

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

Client List
Client List
Client Related Task - New [ADD]
Client Service Entry
Dashboard

Scenario 1: myEvolv Anywhere - Submitted Events

Specific Setup:

User has access to the myEvolv Anywhere application.
MyEvolv Anywhere enabled myEvolv environment.

Steps

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click the "Schedule Task" button and select the desired task.
Set the desired information and click the "Save" button.
Click the "Refresh" button and validate the "Status" contains "Scheduled".

myEvolv Anywhere

Sync data.
Select the same client utilized within MyEvolv.
Tap on the blue arrow for the desired event.
Set the "Progress Note" and "Submit".
Sign the text area and tap "Submit".

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Set to the same client and click "Refresh".
Validate the "Status" contains "Signed/Submitted".
Open the event and validate the "E-Sign Locked Date".

Topics

• myEvolv Anywhere

ECS-60094 Summary | Details

Resource Family Portal Tasks and Members Pages

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

Client Related Task - New [ADD]
File Explorer
Foster/Adoptive Home Information Form Set
Generic Requirements [ADD]
GENERIC REQUIREMENTS [VIEW] *SIGNED*
Individuals Condition at time of Service
Individuals Condition at time of Service [ADD]
Profile Scheduled Tasks [ADD]
Resource Family Member Information Form Set
Resource Family Members
Resource Family Search
RFP Mobile - Home
RFP Mobile - Login Screen
RFP Mobile - Tasks
RFP Mobile - Tasks Information
RFP Mobile - Tasks Listing View - Home
RFP Mobile - Tasks Listing View - User

Scenario 1: Resource Family Portal - Validate Sorting Tasks

Specific Setup:

A Resource Family is needed with:
Multiple members.
Tasks scheduled for the home and members.
Tasks completed for the home and members.
Placements.
User has access to Resource Family Portal.

Steps

Navigate to "Resource Families > Foster/Adoptive Home > Information > Requirements".
Click the "Select Family" button.
Search and select desired family.
Click "Add New".
Select "Add Task".
Select desired task from the drop down list.
Fill out required fields.
Click "Save".
Select "Member Information" tab.
Click the "+" button to expand the member information.
Select the "Requirements" tab.
Click "Add New".
Select "Add Task".
Select desired task from the drop down list.
Fill out required fields.
Click "Save".
Access Resource Family Portal.
Click the "Tasks" tab.
Click the "Requirements (Member)" cell.
Verify the "Search" bar exists.
Verify the "Sort" button exists in the top right.
Set the "Search" bar to a task listed.
Verify the filtered results are listed.
Set the "Search" bar to a task that is not listed.
Verify no results are listed.
Clear the "Search" bar.
Validate all tasks listed.
Select recently scheduled task from the "To Do" column.
Fill out required fields.
Click the "Submit to Case Worker" button.
Validate the task is now listed in the "Submitted" column.
Click the "Back" button.
Validate the progress bar updated in the "Requirements (Member)" cell.
Click the "Requirements (Home)" cell.
Verify the "Search" bar exists.
Verify the "Sort" button exists in the top right.
Set the "Search" bar to a task listed.
Verify the filtered results are listed.
Set the "Search" bar to a task that is not listed.
Verify no results are listed.
Clear the "Search" bar.
Validate all tasks listed.
Select recently scheduled task from the "To Do" column.
Fill out required fields.
Click the "Submit to Case Worker" button.
Validate the task is now listed in the "Done" column.
Click the "Back" button.
Validate the progress bar updated in the "Requirements (Home)" cell.

Topics

• Resource Family Portal

ECS-60097 Summary | Details

Workflow Scheduler Setup, Rule Type Foster Home

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

Agency/Programs Table
Qualifiers Subform
Resource Family Search
Scheduler Worker Assignment Types
Schedules [ADD]
Tasks to be Scheduled
Trigger Dates
Triggering Events
WorkFlow Header/Grouping
Workflow Qualifiers
Workflow Rules Manager
Workflow Tasks [ADD]
Workflow Triggers [ADD]

Scenario 1: NX Workflow Scheduler - Create and Edit New Foster Home Grouping/Header and Rule

Steps

Navigate to "Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup".
Select the "Foster Home" Rule Type.
Click "Create New Rule".
Select desired "Header/Grouping".
Set desired "Description".
Select Qualifier "Home/Applicant Type".
Select desired value.
Click "Create New Trigger".
Select desired trigger.
Set desired "Task to be Scheduled and a "Schedule".
Save.
Re-open the workflow rule.
Validate "Qualifier" field contains desired qualifier.

Topics

• Resource Families • Workflows

ECS-60098 Summary | Details

Uploaded Image Resizing

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

Client Search
Client Service Entry
Select File for Upload

Scenario 1: Validate Large Uploaded Images are Resized

Specific Setup:

Available assortment of image files larger than 1024×576 to upload.
Available service event with image upload.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select Desired Client.
Add Desired Image Upload Event.
Upload Desired Image from setup.
Click the Image File Link.
Click Open.
Validate Image is resized to 1024×576.
Save the event.
Open the event.
Click the Image File Link.
Click Open.
Validate Image is resized to 1024×576.

Topics

• Service Entry

ECS-60099 Summary | Details

Resource Family Portal Login Page

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

EvolvCS Client [EDIT]
RFP Mobile - Home
RFP Mobile - Login Screen
RFP Mobile - Tasks
RFPDefault

Scenario 1: Resource Family Portal - Validate Timeout Landing Page

Specific Setup:

User has access to Resource Family Portal page.

Steps

Access "Resource Family Portal".
Wait until homepage refreshes due to timeout inactivity.
Validate the homepage refreshes to the login screen.
Validate user can login.
Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Set the "Inactivity Timeout (hh:mm)" field to 2 minutes.
Click "Save".
Navigate back to "Resource Family Portal".
Verify the timeout message exists.
Wait until homepage refreshes due to timeout inactivity.
Verify the login page exists.
Validate the message contains "You've been signed out of your account to help protect your information. Any action(such as filling out a form) that wasn’t saved has been lost. Please sign back in to resume your activity".
Navigate back to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Set the "Inactivity Timeout (hh:mm)" field back to the original timing.
Click "Save".
Log back into "Resource Family Portal"
Verify the timeout message no longer exists.
Wait until homepage refreshes due to timeout inactivity.
Verify the login page exists.
Validate the message contains "You've been signed out of your account to help protect your information. Any action (such as filling out a form) that wasn’t saved has been lost. Please sign back in to resume your activity".
Navigate back to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Set the "Inactivity Timeout (hh:mm)" field back to the original timing.
Click "Save".
Log back into "Resource Family Portal"
Verify the timeout message no longer exists.

Topics

• Resource Family Portal

ECS-60100 Summary | Details

Look-Up Tables in Resource Family Portal

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

Client Related Task - New [ADD]
Foster Home Milestone [EDIT]
Home Assignments Subform
Member Assignments Subform
Provider Sites by Program
Requirement With Expiration [ADD]
Resource Family Group Events
Resource Family Member Events
Resource Family Member Information Form Set
Resource Family Members
Resource Family Search
RFP Mobile - Home
RFP Mobile - Login Screen
RFP Mobile - Tasks
RFP Mobile - Tasks Listing View - User
Staff - Service Providers (by Staff_id)

Scenario 1: Resource Family Portal - Validate Navigating Look-Up Table

Specific Setup:

User has access to "Resource Family Portal".
User needs a mobile device available.
Events are added in the "Milestones Setup" in Agency Setup.

Steps

Navigate to "Resource Families > Foster/Adoptive Home > Information > Member Information".
Search and select desired family.
Expand the member row.
Click the "Requirements" tab.
Click "Add New".
Select "Add Task" from the dropdown list.
Select desired task, that is included in the milestones, from the dropdown list.
Fill out required fields.
Click "Save".
Access "Resource Family Portal".
Click the "Tasks" tab.
Click the "Requirements (Member)" cell.
Select recently scheduled Task from the "To Do" column.
Validate the look-up tables are filtered to the selected field.
Fill out other required fields.
Click "Save".

Topics

• Resource Family Portal

ECS-60109 Summary | Details

Rate Renewal

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 Rate - Service Based NX [EDIT]
Billing Rate Details - Services NX Subform
BillingProcessHistory
Claim 2.0 [EDIT]
Claim Submission Subform 2.0 Subform
ContractsRatesSetup
FinanceClaims
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set

Scenario 1: Rate "Renew" Action "Effective Date"

Specific Setup:

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

Steps

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

Topics

• Finance Setup

ECS-60126 Summary | Details

Period Break Rules for Consolidated Services and Calculate Rate

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

ActionsView
All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance
Claim Service Lines NX Subform
Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set

Scenario 1: Validate Calculate Rate Honors Break By Staff

Specific Setup:

Scenario works a client that has billed 2 services that were provided by different staff (staff A and B) on same day.
Client also has a third service that was provided by staff A on same day, but not yet billed.
Rate is set up to consolidate by day.
Rate is set up to "Break by Staff".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set search parameters to search for desired claim.
On the first claim provided by Staff A select "Add Action" and select "Resubmit".
Select "Calculate Rate".
Validate the "Submission" contains desired event and it includes the second service not yet billed.
On the second claim provided by Staff B select "Add Action" and select "Resubmit".
Select "Calculate Rate".
Validate the "Submission" contains desired event and it does not include the second service not yet billed.

Scenario 2: Validate Calculate Rate Honors Break By Place Of Service

Specific Setup:

Scenario works a client that has billed 2 services that were provided two different place of services.
Client also has a third service that was provided in a place of service as one of the claims already billed.
Rate is set up to consolidate by day.
Rate is set up to "Break by Place of Service".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set search parameters to search for desired claim.
On the first claim provided in "Place of Service A" select "Add Action" and select "Resubmit".
Select "Calculate Rate".
Validate the "Submission" contains desired event and it includes the second service not yet billed.
On the second claim provided in "Place of Service B" select "Add Action" and select "Resubmit".
Select "Calculate Rate".
Validate the "Submission" contains desired event and it does not include the second service not yet billed.

Topics

• Finance

ECS-60149 Summary | Details

myEvolv Anywhere Look Up Tables

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

Client Related Task - New [ADD]
Client Search
Client Service Entry
Dashboard
FormDesigner
Interface Design Form Set
NX Event Log Field [EDIT]
Schedule
Log In Screen
NX FIELD [EDIT]
NX Event Based Sub Form [EDIT]

Scenario 1: myEvolv Anywhere Supported Look Up Tables

Specific Setup:

Three test type of supported Look Up Tables.
Static condition.
Dynamic condition.
Both static and dynamic with an "AND" clause.
myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere.
Client available within myEvolv Anywhere.

Steps

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click the "Schedule Task" button and select the desired event.
Enter desired/required information and save.
Validate the event status contains "Scheduled".

myEvolv Anywhere

Tap the "View Schedule" button.
Tap on the desired scheduled event.
Navigate to the portion of the event that contains field(s)s with the desired look up tables.
Search and select the desired information.
Tap the "Submit" button.
Sign and submit the event.

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the same client.
Validate the event status contains "Signed/Submitted".
Open the event.
Validate the data entered within MyEvolv Anywhere look up table entries are present within the fields.
Validate the event is signed.

Scenario 2: myEvolv Anywhere Look Up Tables That Rely on Another Look Up Table Value

Specific Setup:

myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere.
Client available within myEvolv Anywhere.
Look up table which relies on another Look up table's value to filter.

Steps

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click the "Schedule Task" button and select the desired event.
Enter desired/required information and save.

myEvolv Anywhere

Tap the "View Schedule" button.
Tap on the desired scheduled event.
Navigate to the portion of the event that contains field(s)s with the desired look up tables.
Click the magnifying glass to search.
Validate the values set are present and select the desired information.
Tap the "Submit" button.
Sign and submit the event.
Draw signature and submit.

Scenario 3: myEvolv Anywhere - Non Supported Look Up Tables

Specific Setup:

Look Up Table containing one of the below conditions.

A condition containing any of the following illegal strings:
"SELECT", "OR", "IN", "BETWEEN", "IS NULL", "IS NOT NULL", "LIKE", "NOT", "!=", "<", ">", "<>", "<=", ">="
A condition containing subqueries or parts surrounded by parentheses.
A dynamic condition with a @PARAM number other than 1. (Ex: @PARAM1 is supported; all other @PARAM numbers are not)

myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere.
Client available within myEvolv Anywhere.

Steps

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click the "Schedule Task" button and select the desired event.
Enter desired/required information and save.

myEvolv Anywhere

Tap the "View Schedule" button.
Tap on the desired scheduled event.
Navigate to the portion of the event that contains field(s) with the desired (non- supported) look up table.
Search and validate data displays.
Select the desired information.
Tap the "Submit" button.
Sign and submit the event.
Draw signature and submit.

Topics

• myEvolv Anywhere

ECS-60151 Summary | Details

MyEvolv Anywhere Program Providing Service

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

Client List
Client Related Task - New [ADD]
Client Search
Client Service Entry
Dashboard
Home Screen

Scenario 1: myEvolv Anywhere - Program Providing Service

Specific Setup:

myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere.
Client available within myEvolv Anywhere.

Steps

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click the "Schedule Task" button and select the desired task.
Set the desired information and click the "Save" button.
Click the "Refresh" button and validate the "Status" contains "Scheduled".

myEvolv Anywhere

Sync data.
Tap on the "Clients" button.
Select the desired client.
Tap on the blue arrow for the desired event.
Tap on the "Program Providing Service" magnifying glass to search.
Validate each record within the search output displays a single time, and select desired program.
Tap to select the desired "Program Providing Service".
Tap "Select" and "Submit".
Draw signature and tap the "Submit" button.

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Set to the same client and click the "Refresh" button.
Validate the "Status" contains "Signed/Submitted".

Topics

• myEvolv Anywhere

ECS-60152 Summary | Details

myEvolv Anywhere "Domain"

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

Client List
Client Related Task - New [ADD]
Client Search
Client Service Entry
Dashboard

Scenario 1: myEvolv Anywhere - Domain Look Up Table

Specific Setup:

Test/Assessment is configured with a "Domain".
User has access to the myEvolv Anywhere application.
MyEvolv Anywhere enabled myEvolv environment.

Steps

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click the "Schedule Task" button and select the desired task.
Set the desired information and click the "Save" button.
Click the "Refresh" button and validate the "Status" contains "Scheduled".

myEvolv Anywhere

Sync data.
Tap on the "Clients" button.
Select the desired client.
Tap on the blue arrow for the desired event.
Tap "Add" and set the desired "Domain".
Tap the "Save" and "Submit" button.
Sign the text area and tap "Submit".
Navigate back to the same event and validate the desired "Domain" displays.

Topics

• myEvolv Anywhere

ECS-60156 Summary | Details

Multiple Qualifying Services That Have the “Use Distinct Events” Set

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

All People with Benefit Assignments with LOS
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Plan Setup NX [EDIT]
Billing Qualifying Services Link to Rate Subform
Billing Rate - Placement Based NX [EDIT]
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
Client Service Entry
ContractsRatesSetup
FinanceClaims
Immediate Billing Run Request [ADD]
Payers/Contracts Setup 2.0 Form Set
Placement NX Form Set
Submitter Information

Scenario 1: Validate "Use Distinct" with Multiple "Qualifying Service Lists"

Specific Setup:

Requires a rate that is set up to require "Qualifying Services".
The "Qualifying Service" list contains three different services.
One of the "Qualifying Service List" contains a "Min Number" of 2, "Max Number" of 3 and has the "Use Distinct Events" checked off.
Rate that bills "Facility Placement" services.
"Qualifying Service Required" and "Qualifying Service same program as billed" is checked off.
Enter 2 service events for the item within the "Qualifying Service List" that contains the "Min Number and "Max Number.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" to generate a billing run for the desired client.
Once billing has completed, validate claims generated for the "Qualifying Event".
Open desired claim and validate the "Qualifying Services Used".

Scenario 2: Validate "Use Distinct" with "Multiple Qualifying Service Lists" and Multiple Service Entries

Specific Setup:

Requires a rate that is set up to require "Qualifying Services".
The "Qualifying Service" list contains three different services.
One of the "Qualifying Service List" contains a "Min Number" of 2, "Max Number" of 3 and has the "Use Distinct Events" checked off.
Rate that bills "Facility Placement" services.
"Qualifying Service Required" and "Qualifying Service same program as billed" is checked off.
Enter events within service entry that are listed within the "Qualifying Service List" as below:
2 service events for the event containing the "Min Number" and "Max Number".
1 service event for one of the qualifying service.
1 service event for the other qualifying service.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run" to generate a billing run for the desired client.
Once billing has completed, validate claims generated for the "Qualifying Event".
Open desired claim and validate the "Qualifying Services Used".

Topics

• Finance • Finance Setup

ECS-60170 Summary | Details

Held Claims

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

All People with Benefit Assignments with LOS
AR Management
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim Submission for Held Claims 2.0 [EDIT]
Claim Submissions Held
FinanceClaims
Held Claims 2.0 Form Set
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: Action Based Billing Runs – Resolved Held Claims

Specific Setup:

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

Steps

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

Topics

• Finance

ECS-60195 Summary | Details

New Place of Service Claim Code Available

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

Claim Output
Claim Output Form Set

Scenario 1: Validate Place of Service Claim Code 87

Steps

Navigate to "Finance Setup > General Setup > Claim Output > Place of Service Codes".
Click "Claim Output" button.
Select "ASC X12N 837 INSTITUTIONAL CLAIMS VER. 5 RELEASE 1".
Validate claim output code "87 - Freestanding Non-Residential Opioid Treatment Program" exists.
Click "Claim Output" button.
Select "UB-04 WITHOUT FORMATTING".
Validate claim output code "87 - Freestanding Non-Residential Opioid Treatment Program" exists.
Click "Claim Output" button.
Select "UB-04 WITHOUT FORMATTING - ONE LINE PER CLAIM".
Validate claim output code "87 - Freestanding Non-Residential Opioid Treatment Program" exists.

Topics

• Finance Setup

ECS-60232 Summary | Details

Alerts from Non-Event Based Forms

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

AlertListing
Alerts
Alerts - Recipients B2 Subform
Alerts - Send [ADD]
Alerts - View [VIEW]
Billing Batch Claims Review
Billing Plan Output [EDIT]
Claim 2.0 [EDIT]
Claim 2.0 [VIEW]
Claims Maintenance NX Form Set
Client Finance Related Information Form Set
Client Personal Information [EDIT]
Client Personal Information [VIEW]
Client Search
Staff (All)

Scenario 1: Validate Alerts Page

Specific Setup:

User has access to Alerts.

Steps

Navigate to "Client > Client Information > Personal Information > Demographics"
Search and select desired client.
Click the "Send Alert" button.
Fill out required fields.
Click the "Send" button.
Navigate to "Taskbar > Alerts > Alerts > Alerts".
Click the "Message" link.
Validate the page contains selected client's personal information.
Click "Close".
Click the "Delete" button.
Click "OK" in the message window.
Close out the "Alerts" page.
Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
Click the "Select a Claim" button.
Search and select desired claim.
Click the "Send Alert" button.
Fill out required fields.
Click the "Send" button.
Click the "View Alerts" button.
Click the "Message" link.
Validate the page contains claim information.
Click the "Original Billing Batch" link.
Validate the page contains the original billing batch information.
Click "Close".
Click "Plan" link.
Validate the page contains billing plan information.
Click the "Plan/Contract Rates" tab.
Validate the page contains plan/contract rates information.
Click "Close".
Click the "Client" link.
Validate the page contains finance related client information.
Click "Close".
Close out of the "Claim" page.
Click the "Delete" button in the "Alert" page.
Click "OK" in the message window.
Close out the "Alerts" listbox.

Topics

• Alerts

ECS-60237 Summary | Details

Notes Care Plan

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

Area of Treatment Treatment Plan [EDIT]
bells.ai
Client Search
Client Service Entry
General Service Note (auto date) [DELETE]
General Service Note (auto date) [VIEW] *SIGNED*
Goals Treatment Plan Depend on Category [ADD]
Goals Treatment Plan Depend on Category [EDIT]
Methods Treatment Plan [ADD]
Methods Treatment Plan [EDIT]
NX FIELD [EDIT]
Objectives Treatment Plan [ADD]
Objectives Treatment Plan [EDIT]
Problem Category Lookup - Not Safety Plan
Problems Identified (People/Category) - no Domain
ServicePlanForm
ServicePlanList
SupervisorModule
Treatment Plan Library (by Category)

Scenario 1: Bells.ai – Validate SearchCarePlan Return Plans When a Problem Is Not on the Goal Level

Specific Setup:

Access to Bells.ai
Access to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval".
Client linked in both Bells.ai and myEvolv systems.
Client does not have treatment plan started.
Treatment plan Problems, Goals, Objectives, and Methods should be set to not required.

Steps

Navigate to "Client > Case Management > Plan Development > Planning".
Select desired Client.
Start a new Treatment Plan.
Do not enter any Problems, Goals, Objectives or Methods.
Save and Submit the Treatment Plan.
Navigate to "Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval" and approve the Treatment Plan.
Navigate to Bells.ai
Select the same Client used in myEvolv.
Sync Bells.ai client to myEvolv client.
Start a new Note.
Validate the Treatment Plan appears under the "Goals" section.
Sign and Submit the Note.
Navigate to "Client > Case Management > Service Management > Service Entry".
Validate the Service appears in myEvolv.
Open the event.
Validate any selected "Goals" from Bells.ai displays in Treatment Plan table. (In this case none will appear)
Repeat for Treatment Plan with Problem selected.
Validate any selected "Goals" from Bells.ai displays in Treatment Plan table.
Repeat for Treatment Plan with Problem and Goal selected.
Validate any selected "Goals" from Bells.ai displays in Treatment Plan table.
Repeat for Treatment Plan with Problem, Goals, and Objectives selected.
Validate any selected "Goals" from Bells.ai displays in Treatment Plan table.
Repeat for Treatment Plan with Problem, Problems, Goals, Objectives and Methods selected.
Validate any selected "Goals" from Bells.ai displays in Treatment Plan table.

Topics

• Service Entry • Treatment Plans

ECS-60238 Summary | Details

Bells.AI - ListAppointment Message With Group Schedules

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

Agency [EDIT]
Group Management [EDIT]
Groups Form Set
Schedules - Group Subform
Select Group

Scenario 1: Bells.AI - ListAppointment Message Validate Blank Group Event Functions

Steps

Internal Testing Only.

Topics

• CareConnect • Event Setup • Groups

ECS-60243 Summary | Details

Reportable Assessment

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

Test/Assessment Reportable Type Link Subform

Scenario 1: Reportable Assessment - Validate "Single Question Alcohol Screening" Is Added

Specific Setup:

User has access to "Treatment and Tests".

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Click "New Test".
Fill in the "Test Header Code" and the "Test Header Name".
Click the search icon on the "Reportable Assessment Type Id".
Search for the code "SQAS" with the description of "Single Question Alcohol Screening".
Select the code.
Validate the data displays on the form.
Save the form.
Select the "Test" from the "Test List".
Expand the Test Header.
Validate the "Reportable Test Type" contains the "SQAS - Single Question Alcohol Screening".
Add a second "Reportable Test Type”.
Save the test.
Edit the test.
Validate the modifications made display.
Delete the second entry added.
Save the test.
Edit the test.
Validate the modifications display.
Delete the test.
Validate the test is no longer on the "Test List".

Topics

• Assessments

ECS-60249 Summary | Details

Routing NX Activation

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

Agency Program Services [EDIT]
Agency Program Services/Program-User [EDIT]
Agency Program Services/Program-User Subform
Client Search
Client Service Entry
Routing Workflow Scheme

Scenario 1: Validate Routing NX Basic Approval Workflow

Specific Setup:

Requires an event that is linked to "Basic Approval Route".
Scenario assumes Routing Conversion has been completed.

Steps

Navigate to "Agency Setup > Services Setup > By Program > Individual Services".
Select desired "Program".
Open the row for the desired event.
Click "Routing Workflow Scheme".
Validate desired routes are listed.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Add Event".
Select desired event.
Fill in required fields.
Save.
Re-open the event.
Validate "Routing" button is visible.
Click "Routing" button.
Validate new "Routing Window" is visible.
Route the event to the desired staff.
Login as staff event is "Routed To"
Reopen the event and "Approve" the route.

Topics

• Routing • Setup

ECS-60252 Summary | Details

Warning Message Will Show Form Family Name

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

Bells Summary
Chart
Chart Sync Issues Tab
Client Search
Client Service Entry
General Service Note (auto date) [VIEW] *SIGNED*
Nav Rail
Note Dialog
Patients
Session Information
sign note

Scenario 1: Bells.ai - Warning Message Will Display The Form Name

Specific Setup:

The Bells.AI note is configured to use a form that is not configured for the myEvolv event.

Steps

Bells.AI
Select the patient.
Click "Start Note".
Fill in the "Session Information".
Select the note type that is not configured with a form in myEvolv.
Fill in the required fields and sign it.
myEvolv
Navigate to "Client > Case Management > Service Management > Service Entry".
Select the client used.
Validate the service exists for the desired form.
Bells.AI
Navigate to "Chart" on the icons.
Validate the client displays and there is a column for "Sync" issues.
Validate the "Sync Issues" indicate "this note synced successfully, but you may need to follow up in your EHR. Received unexpected patient form for this service. Expected: Desired form".

Topics

• Service Entry

ECS-60267 Summary | Details

Calculate Rate Performance

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

ActionsView
AR Management
Cash Receipts for Remittance

Scenario 1: Validate Calculate Rate Performance

Specific Setup:

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

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired check.
Set search parameters to search for desired claims.
Click "Add Action" and select "Resubmit to Other/Waterfall".
Select "Calculate Rate".
Validate the claim submission is returned.
Repeat for the remaining the claims.
Save.
Validate the "Resubmit" saved and each claim has a new submission to the secondary payer.

Topics

• Finance

ECS-60290 Summary | Details

RFP Form Set Members Link to Event Group

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

Client Related Task - New [ADD]
Foster Home Milestone [EDIT]
Foster/Adoptive Home Information Form Set
Home Assignments Subform
Member Assignments Subform
Profile Scheduled Tasks [ADD]
Resource Family Group Events
Resource Family Member Events
Resource Family Member Information Form Set
Resource Family Members
Resource Family Search
RFP Mobile - Home
RFP Mobile - Login Screen
RFP Mobile - Tasks
RFP Mobile - Tasks Listing View - Home
RFP Mobile - Tasks Listing View - User

Scenario 1: Resource Family Portal - Validate Formset Member Events

Specific Setup:

User has access to Resource Family Portal.

Steps

Navigate to "Agency Setup > Agency > Milestone Setup > Foster Home".
Click the "Milestone Setup" cell.
Add an event for both "Home Assignments" and "Member Assignments" tables.
Click "Save".
Navigate to "Resource Families > Foster/Adoptive Home > Information > Requirements".
Search and select desired family.
Click "Add New".
Select "Add Task" from the drop down list.
Select recently added event from the drop down list.
Fill out required fields.
Click "Save".
Click the "Member Information" tab.
Expand desired member cell.
Select "Requirements" tab.
Click "Add New".
Select "Add Task" from the drop down list.
Select recently added event from the drop down list.
Fill out required fields.
Click "Save".
Access "Resource Family Portal".
Click the "Tasks" tab.
Validate the "Requirements" tabs contain number of tasks listed in the Milestone formset member.
Click the "Requirements (Family)" cell.
Validate the recently scheduled task is listed in the "To Do" column.
Click the "Back" button.
Click the "Requirements (Member)" cell.
Validate the recently scheduled task is listed in the "To Do" column.
Navigate back to "Agency Setup > Agency > Milestones Setup > Foster Home" in myEvolv.
Click the "Milestone Setup" cell.
Remove the recently added events in both the "Home Assignments" and "Member Assignments" cell.
Click "Save".
Navigate back to "Resource Family Portal".
Click the "Tasks" tab.
Click the "Requirements (Family)" cell.
Validate the event remains in the "To Do" column.
Click the "Requirements (Member)" cell.
Validate the event remains in the "To Do" column.

Topics

• Resource Family Portal

ECS-60301 Summary | Details

Test Questions with Disable Rules and Effective Dates

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

Agency Program Services/Program-User Subform
Client Search
Client Service Entry
Event Category Tests People
Event Definition User - People [EDIT]
FormDesigner
Interface Design Form Set
NX Test [EDIT]
NX Test Setup Answers (RD) Subform
Test Events for People Form Set

Scenario 1: Tests With a Test Question With Both a Date Range and Disable Rule - Current Date

Specific Setup:

In "Agency Setup > Services Setup > By Program > Individual Services" ensure the below fields are checked.
"Can Submit?"
"Electronically Signed"
"Is Active"
In "Setup > Treatment and Tests > Test Events for People > Test Events" select "Test Events for People".
Select desired event.
Set the "Allow Completing in the Future" checkbox.
In "Setup > User Tools > Interface Design > Form Designer"
Set the "Form Family" to "Tests and Assessments (People)".
Set the desired form from the "Form List" which contains at least 3 questions.
Question 1: This will be used in the disable condition.
Ensure it has a Question Code "QUESTCODE" set
Ensure this question has an Answer with an Output Code "OUTCODE"
Set the "Effective From" on both the question and answer to be at least one day after the current.
Set the "Effective To" on the answer.
Question 2: This will contain the disable rule.
Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
Question 3: This will contain a disable rule.
Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
Ensure the "Effective To" field is not set.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the desired client.
Click "Add Event" and select the desired event.
Set the "Actual Date" to today's date.
Fill out all desired information and click the "Save" button.
Click on the newly created event.
Click on the "Submit" button.
Click the "OK" button on alert message "Are you sure you wish to proceed with submitting this event(s)?".
Validate the status contains "Signed/Submitted".

Scenario 2: Test With a Test Question With Both a Date Range and Disable Rule - Past Event

Specific Setup:

In "Agency Setup > Services Setup > By Program > Individual Services" ensure the below fields are checked.
"Can Submit?"
"Electronically Signed"
"Is Active"
In "Setup > Treatment and Tests > Test Events for People > Test Events" select "Test Events for People".
Select desired event.
Set the "Allow Completing in the Future" checkbox.
In "Setup > User Tools > Interface Design > Form Designer"
Set the "Form Family" to "Tests and Assessments (People)".
Set the desired form from the "Form List" which contains at least 3 questions.
Question 1: This will be used in the disable condition.
Ensure it has a Question Code "QUESTCODE" set
Ensure this question has an Answer with an Output Code "OUTCODE"
Set the "Effective From" on both the question and answer to be at least one day after the current.
Set the "Effective To" on the answer.
Question 2: This will contain the disable rule.
Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
Question 3: This will contain a disable rule.
Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
Ensure the "Effective To" field is not set.
Event on client record containing a date within the past and within "Pending Submission" status.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the desired client.
Click "Actions" on the event that is "Pending Submission".
Select "Submit Service".
Click "Yes" on the alert message "Are you sure you wish to submit this event".
Click the "OK" button.
Validate the event contains a status of "Signed/Submitted".

Scenario 3: Tests With a Test Question With Both a Date Range and Disable Rule - Future Date

Specific Setup:

In "Agency Setup > Services Setup > By Program > Individual Services" ensure the below fields are checked.
"Can Submit?"
"Electronically Signed"
"Is Active"
In "Setup > Treatment and Tests > Test Events for People > Test Events" select "Test Events for People".
Select desired event.
Set the "Allow Completing in the Future" checkbox.
In "Setup > User Tools > Interface Design > Form Designer"
Set the "Form Family" to "Tests and Assessments (People)".
Set the desired form from the "Form List" which contains at least 3 questions.
Question 1: This will be used in the disable condition.
Ensure it has a Question Code "QUESTCODE" set
Ensure this question has an Answer with an Output Code "OUTCODE"
Set the "Effective From" on both the question and answer to be at least one day after the current.
Set the "Effective To" on the answer.
Question 2: This will contain the disable rule.
Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
Question 3: This will contain a disable rule.
Set the "Disable Rule" to getTestAnswerValue("TESTCODE", "QUESTCODE", "OUTCODE")===true
Replace the QUESTCODE in the statement above with the appropriate "Question Code" defined within the "Test Header".
Ensure the "Effective To" field is not set.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the desired client.
Click "Add Event" and select the desired event.
Set the "Actual Date" to a future date.
Fill out all desired information and click the "Save" button.
Click on the newly created event.
Click on the "Submit" button.
Click the "OK" button on alert message "Are you sure you wish to proceed with submitting this event(s)?".
Validate the status contains "Signed/Submitted".

Topics

• Forms

ECS-60312 Summary | Details

Claim Receiver "Alternative Claim Output Format"

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

Alternative Claim Output
Claim Receivers Setup Form Set
Receiver Information - All
Receiver Information Generic [EDIT]

Scenario 1: Claim Receiver "Alternative Claim Output Format" Field

Specific Setup:

User has access to the Finance Setup module.

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info".
Select desired receiver.
Click on the magnifying glass icon within the "Alternative Claim Output Format" field.
Validate the below are not present within the listing.
ASC X12N 837 Institutional Claims Ver. 5 Release 1
ASC X12N 837 Professional Claims Ver. 5 Release 1
Click the "X" to close.

Topics

• Finance Setup

ECS-60320 Summary | Details

Password Reset

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

Staff Information Form Set
Staff Listing - Agency Employees (By People ID)

Scenario 1: Password Reset - Staff

Specific Setup:

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

Steps

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

Topics

• Agency • Staff

ECS-60357 Summary | Details

Foster Home Milestones

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

Foster Home [EDIT]
Foster Home Milestone [ADD]
Foster Home Milestone [EDIT]
Foster Home Type look up table
GenericBrowse
Home Assignments Subform
Look-up Tables Maintenance - Extended
Member Assignments Subform
Resource Family Group Events
Resource Family Member Events
Resource Family Search
Tables Maintenance - Extended Form Set

Scenario 1: Resource Family Portal - Validate Type of Home LUT Options

Specific Setup:

User has access to Resource Families.

Steps

Navigate to "Setup > System > Table Maintenance - Extended > Tables".
Click the "Select Table" button.
Search and select desired table. (Facility Type was used for this test).
Edit or add a new row.
Check the "Foster Home" checkbox.
Click "Save".
Navigate to "Agency Setup > Agency > Milestone Setup > Foster Home".
Click "Add New".
Select "Foster Home Milestone" from the drop down list.
Fill out required fields.
Validate the recently updated table description is listed in the "Type of Home" look-up table.
Select the description.
Click "Save".
Navigate to "Resource Families > Foster/Adoptive Home > Information > General Information".
Click the "Select Family" button.
Search and select desired resource family.
Click the "Type" look-up table button.
Verify the recently added table description exists.
Select the description.
Click "Save".

Topics

• Resource Family Portal

ECS-60383 Summary | Details

Patient Statement Reports With Front Desk NX

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
Front Desk - Client Information [EDIT]
Front Desk-Person Information
FrontDeskCheckIn
Location Table (Service)
Patient Statement
Patient Statement Report - Simplified
Program by Person and Agency (Active)
Staff - Service Providers (by Staff_id)
Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Patient Statement Look-Up
Report Output Configuration [EDIT]
Report Output Configuration Form Set
Report Selection Output

Scenario 1: "Patient Statement Report by Client - Simplified" Functions In Front Desk NX

Specific Setup:

The "Front Desk Patient Statement Report" is set to "Patient Statement Report by Client - Simplified".
The "Patient Statements" and "Check In W/Form" are configured to display in the "Agency Information" form.
A client exists that has an appointment scheduled.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select the "Patient Statement" on the appointment for the client.
Validate the report selected displays.
Close the report.
Select the "Check In W/ Form".
Click the "Self Pay Statement".
Validate the report selected displays.
Close the report and form.
Validate the client is in the "Checked In" column.
Click the "Check-In-Form" button.
Click the "Self Pay Statement".
Validate it displays.
Close the report.

Scenario 2: Front Desk NX - Validate Custom Report Footer Reports Function For Patient Statement Reports

Specific Setup:

Reports are configured in "Setup > System > Report Output > Report Output" with a custom footer. The reports are active.
Access to the "Front Desk Patient Statement Report" at "Agency Setup > Agency > Agency > Agency Information" on the "Agency-Specific Settings".
A client that has data to view to allow seeing report and footer.
The "Patient Statements" and "Check In W/Form" are configured to display in the "Agency Information" form.

Steps

Navigate to "Agency Setup > Agency > Agency > Agency".
Set the "Front Desk Patient Statement Report" to the first custom footer report in the precondition.
Save the form.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Select the "Patient Statement" on the appointment for the client.
Validate the report selected above displays and has the custom footer.
Close the report.
Select the "Check In W/ Form".
Click the "Self Pay Statement".
Validate the report selected above displays and has the custom footer.
Select "Check-In-Form"
Click the "Self Pay Statement".
Validate the report displays and has the custom footer.
Close the report and form.
Click "Undo Check-In".
Redo the test with the second custom footer report in the precondition.

Topics

• Finance • Front Desk • Reports

ECS-60385 Summary | Details

Amend Group Services

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

Client Search
Client Service Entry
Get Date Time [EDIT]
Select Group
Agency [EDIT]
Program by Person and Enrollment

Scenario 1: Validate Amended An Event Via Service Entry

Specific Setup:

Requires an event that is set up to be locked, such as "Can Submit".
Requires a staff that has "Amend" rights to the event.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Add Event" and select desired event.
Fill in required fields.
Save.
Submit the event for approval.
Click "Actions" button and select "Amend Service".
Select desired reason.
Add any additional reasons.
Validate the event opens up in "Edit" mode.
Validate it contains "Amendment" reason.
Close the window.
Validate the previous event contains a strikethrough with a status of "Amended".
Validate the new event is listed.

Scenario 2: Validate Group Event Can Be Amended

Specific Setup:

Requires a group event that can be locked.
Scenario works with a group event that is set up as "Can Submit".
Staff should have "Amend Rights" to the event.

Steps

Navigate to "Groups > Service Management > Service Management > Service Entry".
Select desired "Group".
Enter desired "Group Event".
Submit the event for approval.
Click "Actions" button.
Validate "Amend Service" button is listed.
Select "Amend Service".
Enter "Amend Reason".
Save.
Validate the "Amended Event" opens.
Validate it contains "Amendment" SubForm with the "Amend Reason".
Close the event.
Validate the previous event contains a "Strikethrough" and the status is "Amended".
Validate the new event is in "Modifiable" status.

Scenario 3: Validate Supervisor Can Amend Event When Limit Amend Is Checked

Specific Setup:

Staff's navigation has access to desired form.
Staff has supervisor on record.
Worker Roll has access to all for desired event.
The field "Electronically Signed?" is checked on the desired event within "Agency Setup > Services Setup > By Program > Individual Services".

Steps

Login utilizing Staff A, of which is supervised by Staff B.
Navigate to "Client > Public Health > Primary Care > Visits".
Select desired client.
Click the "Add New" button, and select "Primary Care Visit", from the listing.
Set the remainder of the desired field and click the "Save" button.
Click the "E-Sign" button.
Click "OK" on the alert message containing "Are you sure you want to electronically sign this event? The contents will no longer be editable once it is signed."
On the newly created event, validate the "Status" contains "Signed".
Login utilizing Staff B.
Navigate to "Client > Public Health > Primary Care > Visits".
Select the same desired client.
On the event that contains the "Status" of "Signed, click the "Actions" button.
Select "Amend Service".
Validate the "Additional Comments" message box containing "If you would like to save additional reason comments for the amendment, please enter below".
If desired, set the "Additional Reason Comment" and click on "Save Additional Reason Comment" or click the "Amend No Comment.
Click the "Refresh" button, and validate the "Status" text contains "Amended".
Validate a new event is created containing the original data prior to the amend process.

Topics

• Agency Setup • Client • Event Setup • Groups • Service Entry

ECS-60401 Summary | Details

Patient Statement - "Ability to Pay"

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

Client Search
Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
Patient Statement
Report Selection Picklist
Self Pay [Edit]
Self Pay Family Responsibility Subform
All Clients With Security Listing by PeopleID
AR Management
All Clients With Security for Reports
Report Parameters PickList
Report: Claim Details Report

Scenario 1: Patient Statement Report by Ability to Pay " Exclude Statements w/ Patient Liability Amount"

Specific Setup:

Within the clients benefit assignment, click on the client name within the "Send Claims To" field.
In the Patient Responsibility Sub form:
Set the "Type" field to "Ability to Pay".
Set the "Liability Amount" to desired amount.
Set the "Effective Date", and "End Date to desired dates.
Set the desired "Plan/Contract".
Claims on file for "Plan/Contract" set within the "Patient Responsibility" sub form on the clients benefit assignment.

Steps

Navigate to "Client > Reports > Finance Reports > Patient Statement".
Click on the "Select Client" button and select the desired client.
Set the "From Date" and "Through Date" fields.
Click the search option within the "Report Selection" field and select "Patient Statement Report by Ability to Pay".
Set the "Exclude Statements w/ Patient Liability Amount" field to an amount that is over the ability to pay amount.
Click the "Preview" button and validate no output is returned.
Close the report.
Set the "Exclude Statements w/ Patient Liability Amount" field to an amount that is under the ability to pay amount.
Click the "Preview" button and validate desired output is returned.
Close the report.

Scenario 2: Patient Statement Report Ability to Pay " Include Claims from Prior Periods with Balances"

Specific Setup:

Within the clients benefit assignment, click on the client name within the "Send Claims To" field.
In the Patient Responsibility Sub form:
Set the "Type" field to "Ability to Pay".
Set the "Liability Amount" to desired amount.
Set the "Effective Date", and "End Date to desired dates.
Set the desired "Plan/Contract".
Claims on file for "Plan/Contract" set within the "Patient Responsibility" sub form on the clients benefit assignment.

Steps

Navigate to "Client > Reports > Finance Reports > Patient Statement".
Click on the "Select Client" button and select the desired client.
Set the "From Date" and "Through Date" fields.
Click the search option within the "Report Selection" field and select "Patient Statement Report by Ability to Pay".
Check off the "Include Claims from Prior Periods with Balances".
Click the "Preview" button.
Validate output returned contains data prior to the "From Date" that was set.
Close the report.

Scenario 3: Patient Statement Report Ability to Pay - Zero Balance

Specific Setup:

Within the clients benefit assignment, click on the client name within the "Send Claims To" field.
In the Patient Responsibility Sub form:
Set the "Type" field to "Ability to Pay".
Set the "Liability Amount" to $0.00
Set the "Effective Date", and "End Date to desired dates.
Set the desired "Plan/Contract".
Claims on file for "Plan/Contract" set within the "Patient Responsibility" sub form on the clients benefit assignment.

Steps

Navigate to "Client > Reports > Finance Reports > Patient Statement".
Click on the "Select Client" button and select the desired client.
Set the "From Date" and "Through Date" fields.
Click the search option within the "Report Selection" field and select "Patient Statement Report by Ability to Pay".
Set the "Exclude Statements w/ Patient Liability Amount less than (Ability to Pay Report Only)" to 0.01.
Click the "Preview" button.
Validate the report output contains no data.
Close the report.
Clear the the "Exclude Statements w/ Patient Liability Amount less than (Ability to Pay Report Only)".
Click the "Preview" button.
Validate the output contains "PAYMENT DUE: $0.00" and "Ability to Pay: $0.00".
Close the report.

Scenario 4: Patient Statement Report by Ability to Pay - Adjustment

Specific Setup:

Within the clients benefit assignment, click on the client name within the "Send Claims To" field.
In the Patient Responsibility Sub form:
Set the "Type" field to "Ability to Pay".
Set the "Liability Amount" to desired amount.
Set the "Effective Date", and "End Date to desired dates.
Set the desired "Plan/Contract".
Claims on file for "Plan/Contract" set within the "Patient Responsibility" sub form on the clients benefit assignment.
Adjustment performed on client.

Steps

Navigate to "Client > Reports > Finance Reports > Patient Statement".
Click on the "Select Client" button and select the desired client.
Set the "From Date" and "Through Date" fields.
Click the search option within the "Report Selection" field and select "Patient Statement Report by Ability to Pay".
Click the "Preview" button.
Validate the adjustment amount is within the "Total Adj" column.
Validate the adjustment amount is within the "Total" row.
Close the report.

Scenario 5: Patient Statement Report - Ability to Pay - All Claims

Specific Setup:

Within the clients benefit assignment, click on the client name within the "Send Claims To" field.
In the Patient Responsibility Sub form:
Set the "Type" field to "Ability to Pay".
Set the "Liability Amount" to desired amount.
Set the "Effective Date", and "End Date to desired dates.
Set the desired "Plan/Contract".
Claims on file for "Plan/Contract" set within the "Patient Responsibility" sub form on the clients benefit assignment.

Steps

Navigate to "Client > Reports > Finance Reports > Patient Statement".
Enter desired "From Date" and "Through Date".
Set the "Report Selection" field to "Patient Statement Report by Ability to Pay".
Set any other desired fields, and click the "Preview" button.
Validate desired claims are produced within the output.
Close report.

Topics

• Finance • Reports

ECS-60403 Summary | Details

Resource Family Portal

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

Alerts - Recipients RFP Staff Subform
Alerts - Send To Resource Family Portal Staff [ADD]
General requirements (Single Day) [ADD]
General requirements (Single Day) [VIEW]
Resource Family Portal
Staff (RFP)

Scenario 1: Resource Family Portal - Parent Portal

Specific Setup:

Applicant that is a member of the Resource Family, should have portal access through "Resource Families > Applicants > Information > Member Information".
User has access to Family Parent portal.
Event that can be submitted.

Steps

Login into the Family portal.
Click on the client name.
Click the "Add New" button and select "Add Event".
Select desired event and set the desired/required fields including the "Completed Date".
Click the "Save" button.
Validate the newly created event displays within the "Completed Events".
Click "X" to close.

Topics

• Resource Family Portal

ECS-60417 Summary | Details

Group Services Report

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

Report Selection Picklist
Report: Group Services

Scenario 1: Validate Group Services Report Operations

Specific Setup:

Group services on record for desired "From Date" and "Through Date".
User has access to Reports module.

Steps

Navigate to "Reports > Groups > General > Services".
Set desired "From Date" and "Through Date".
Set desired "Report Selection".
Click "Preview" and validate the output.
Click the "Print" button, validate output and print to desired "Destination".

Topics

• Groups • Reports

ECS-60433 Summary | Details

Improved Performance of Remittance Imports

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

Finance File Import
FinanceImportListing
Report: Claim Remittance Report

Scenario 1: Importing Payment - Multiple Service(s) Claim Level

Specific Setup:

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

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click on "Upload File".
Select "Upload 835".
Click "Choose File".
Select desired 835 file.
Set "Deposit Date".
Click "Upload" button.
Wait for file to upload.
Validate "Upload Message".
Close the "Import" window.
Click "Actions" button.
Select "Remittance Report".
Validate the report displays desired claims with desired statuses.

Scenario 2: Importing Payment - Service Level

Specific Setup:

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

Steps

Navigate to "Finance > Imports/Exports > Imports > Remittance Imports".
Click on "Upload File".
Select "Upload 835".
Click "Choose File".
Select desired 835 file.
Set "Deposit Date".
Click "Upload" button.
Wait for file to upload.
Validate "Upload Message".
Close the "Import" window.
Click "Actions" button.
Select "Remittance Report".
Validate the report displays desired claims with desired statuses.

Topics

• Finance

ECS-60434 Summary | Details

Resource Family Home Placements

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

Client Related Task - New [ADD]
Client Search
Client Service Entry
RFP Mobile - Home
RFP Mobile - Login Screen
RFP Mobile - My Family
RFP Mobile - My Family - Fostering Family
RFP Mobile - My Family - Placement Tasks
Staff - Service Providers (by Staff_id)

Scenario 1: Resource Family Portal - Validate Due Tasks Showing In Placements and Fostering Family

Specific Setup:

User has access to the Resource Family Portal.
Resource Family has Placements.
Placement must be an individual client enrolled in another program separate from the one tied to the Resource Family.
Staff must have access to service events in event security.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired client that is linked to a resource family.
Click the "Schedule Task" button.
Select desire task from the drop down list.
Select a staff that is not linked to a resource family in the "Staff Responsible" field.
Fill out required fields.
Click "Save".
Access "Resource Family Portal".
Click the "My Family" tab.
Validate the "Number of Task" cell remains the same number in the "Fostering Family" row.
Select currently used client from the "Placements" row.
Validate the recently scheduled task is not listed in the "To Do" column.
Click the "Back" button.
Navigate back to "myEvolv".
Click the "Schedule Task" button.
Select same task from the drop down list.
Set the "Staff Responsible" field to staff member linked to resource family.
Fill out required fields.
Click "Save".
Navigate back to "Resource Family Portal".
Validate the "Number of Tasks" cell has increased by one in the "Fostering Family" row.
Select previously used client in the "Fostering Family" row.
Validate the recently scheduled task is listed.

Topics

• Resource Family Portal

ECS-60438 Summary | Details

myEvolv Anywhere - SubForms

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

Appointment Completion
Assaultive Risk Assessment [VIEW] *SIGNED*
Client Related Task - New [ADD]
Client Search
Client Service Entry
Home Screen
Schedule - Month

Scenario 1: Completion of a Scheduled Task Containing a SubForm in myEvolv Anywhere

Specific Setup:

Event configured with a "SubForm".
User has access to the myEvolv Anywhere application.
MyEvolv Anywhere enabled myEvolv environment.

Steps

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired client.
Click the "Schedule Task" button.
Select desired task from the drop down list.
Fill out required fields.
Click "Save".
Validate the recently created task is listed containing a status of "Scheduled".

myEvolv Anywhere

Sync Data.
Tap the "View Schedule" button.
Tap on the "Arrow" button on the appointment cell.
Validate the information listed is the same information entered in "myEvolv".
Open the desired SubForm.
Fill out required fields.
Tap the "Save" button.
Tap the "Submit" button.
Draw the signature.
Tap "Submit".

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the same client and click "Refresh".
Validate the status contains "Signed/Submitted".
Open the event and validate the information entered within myEvolv Anywhere is present.
Validate the E Sign Staff Name is the same staff utilized within myEvolv Anywhere.
Click the "X" to close.

Topics

• myEvolv Anywhere

ECS-60440 Summary | Details

myEvolv Anywhere Timeout

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

Agency [EDIT]
Dashboard
Home
Log In Screen

Scenario 1: myEvolv Anywhere "Forced Logout After X Minutes"

Specific Setup:

myEvolv Anywhere enabled myEvolv environment
Access to Agency Information
Access to the myEvolv Anywhere app

Steps

MyEvolv

Navigate to "Agency Setup > Agency > Agency > Agency Information".
Enter desired number within the "Force Logout After X Minutes" field.
Click "Save".

MyEvolv Anywhere

Login and sync data.
Without touching the screen, wait for the allotted time set within the "Force Logout After X Minutes".
Validate user is automatically logged out.
Login and do not sync data.
Without touching the screen, wait for the allotted time set within the "Force Logout After X Minutes".
Validate user is automatically logged out.

Topics

• myEvolv Anywhere

ECS-60445 Summary | Details

myEvolv Anywhere - Multiple Tests

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

Client Related Task - New [ADD]
Client Search
Client Service Entry
Dashboard
FormDesigner
Interface Design Form Set
NX Event Log Field [EDIT]
Schedule

Scenario 1: myEvolv Anywhere Supported Look Up Tables

Specific Setup:

Three test type of supported Look Up Tables.
Static condition.
Dynamic condition.
Both static and dynamic with an "AND" clause.
myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere.
Client available within myEvolv Anywhere.

Steps

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click the "Schedule Task" button and select the desired event.
Enter desired/required information and save.
Validate the event status contains "Scheduled".

myEvolv Anywhere

Tap the "View Schedule" button.
Tap on the desired scheduled event.
Navigate to the portion of the event that contains field(s)s with the desired look up tables.
Search and select the desired information.
Tap the "Submit" button.
Sign and submit the event.

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the same client.
Validate the event status contains "Signed/Submitted".
Open the event.
Validate the data entered within MyEvolv Anywhere look up table entries are present within the fields.
Validate the event is signed.

Topics

• myEvolv Anywhere

ECS-60454 Summary | Details

OrderConnect - Chartmeds Med Admin

Scenario 1: OrderConnect Performance Enhancements for EMAR Administration Messages

Steps

Internal Testing Only.

Topics

• OrderConnect

ECS-60480 Summary | Details

Calculate Rate and Rate Details

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

AR Management
Cash Receipts for Remittance
Claim Service Lines NX Subform
Claims Submission For Remittance NX [EDIT]
ActionsView

Scenario 1: Validate Denial/Resubmit With Calculate Rate Pulls In Program Modifier Change Mid Month

Specific Setup:

Requires a client has been billed for "Facility Placement" services with a rate that is based off of a "Program Modifier".
Client should also have a "Program Modifier" change after the services were billed.
Benefit Assignment should also have a second rate that can bill the second "Program Modifier".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for desired claim.
Add "Denial" status.
Click "Add Action".
Select "Resubmit".
Select "Calculate Rate".
Validate "Calculate Rate" returns desired "Submissions" which is one row for first half of the month for one "Program Modifier".
Validate second row contains second half of the month with second "Program Modifier".
Save.
Wait for billing to run.
Open the resulting submission and validate it contains the desired data.

Scenario 2: Validate Resubmit With Calculate Rate Returns Rates When Rate Group Category Is Set

Specific Setup:

Requires a client with a "Facility Placement" that has already been billed with a specific "Program Modifier".
Client should have another "Program Modifier" entered for half of the month after claim was generated.
Requires a "Billing Rate" set up to bill a different rate for a "Program Modifier".
Both rates are set up with the same "Rate Group Category".

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired "Remittance".
Set parameters to search for desired claim.
Add a denial status to the claim
Click "Add Action" select "Resubmit".
Under "Amount Type" select "Calculate Rate".
Validate "Calculate Rate" returns desired results.
Save.
Wait for billing to run.
Validate the resulting submission contains desired result.

Scenario 3: Validate Resubmit Honors Break By Amount

Specific Setup:

Requires a client with two of the same service provided on the same day.
Services are billed with two different rate variables and different amounts.
Rate setup is set to consolidate, but break with by amount.
Services can be rebilled.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired remittance check.
Set parameters to search for desired claim.
Add "Denial" action and click "Add Action"
Select "Resubmit" and "Calculate Rate".
Validate only the desired service is return.

Topics

• Finance

ECS-60485 Summary | Details

Reportable Assessment

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

Test/Assessment Reportable Type Link Subform

Scenario 1: Reportable Assessment - Validate "Social Determinants Of Health" Is Added

Specific Setup:

User has access to the Setup module.

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Click "New Test".
Fill in the "Test Header Code" and the "Test Header Name".
Click the search icon on the "Reportable Assessment Type Id".
Search for the code "SDOH" with the description of "Social Determinants Of Health".
Select the code.
Validate the data displays on the form.
Save the form.
Select the "Test" from the "Test List".
Expand the Test Header.
Validate the "Reportable Test Type" contains the "SDOH -Social Determinants Of Health".
Add a second "Reportable Test Type".
Save the test.
Edit the test.
Validate the modifications made display.
Delete the second entry added.
Save the test.
Edit the test.
Validate the modifications display.
Delete the test.
Validate the test is no longer on the "Test List".

Topics

• Assessments

ECS-60486 Summary | Details

Reportable Assessment Types

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

Client Service Entry
NX Test [EDIT]
Test/Assessment Reportable Type Link Subform

Scenario 1: Test Designer - Validate "Reportable Assessment Types" Are Modifiable

Specific Setup:

Access "Setup > Treatment and Tests > Test Setup > Test Design - Profiles".
For the purpose of this test, the "Test Design - People" is used.
The test used will start with no values in the "Reportable Assessment Types" table.
An event is set up that will use the assessment.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Add the event to be used.
Save the event.
Navigate to the test that is set up. In this example "Setup > Treatment and Tests > Test Setup > Test Design - People".
Select the test.
Click on the header line to expand the section.
Validate the "Reportable Assessment Type ID" is enabled.
Select the look up table and select a "Reportable Assessment".
Save the form.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select the event added.
Modify a value in the event.
Save the event.
Validate the event modifications are saved.
Repeat the test adding multiple "Reportable Assessments".
Repeat the test deleting the added "Reportable Assessments".
Modify the service event for each test.
Validate the service event saves.
Delete the service event.
Validate the service event is deleted.

Scenario 2: Test Designer - Validate Functionality of Test Designer

Specific Setup:

Access "Setup > Treatment and Tests > Test Setup > Test Design - Profiles".
For the purpose of this test, the "Test Design - People" is used.
The test used will start with no values in the "Reportable Assessment Types" table.
The assessment being used for testing has been used in the system, a check mark will display next the "Test List" name.

Steps

Navigate to "Setup > Treatment and Tests > Test Setup > Test Design - People".
Select a test that is in use. The "Test List" item will have a check mark next to the name.
Add a "Reportable Assessment Type" to the SubForm.
Save the form.
Copy the form.
Select the Copy and add a "Reportable Assessment Type" to it
Save the form.
Validate the value entered on the "Reportable Assessment Type" displays.
Modify the form by adding a second "Reportable Assessment Type" to it.
Save the form.
Validate the changes display.
Delete one of the entries on the form.
Validate the "recall" icon displays.
Select the "recall" action.
Validate the record displays with no recall icon.
Delete the form
Validate test assessment is deleted.

Topics

• Forms

ECS-60499 Summary | Details

CardConnect Receipt Update

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

Active events by Program or Clinic2
All Client Guarantors - Self Pay
All Clients By Guarantor - Self Pay
All Clients With Security Listing by PeopleID
CardConnect Payment Details [ADD]
Cash Received - Credit Card [ADD]
Cash Received - Credit Card [EDIT]
Checks for a Clients Self Pay [EDIT]
Client Search
Credit Card Brand
Credit Card Device - By Facility
Credit Card Devices - All
Credit Card Manual Entry
Credit Card Payments Form Set
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES

Scenario 1: Validate CardConnect Prints Staff Name/Agency on Receipt

Specific Setup:

At least on available Client with an active "Self Pay Benefit Assignment".
The facility should have at last one active credit card device configured.
Back office is enabled and configured.
CardConnect is configured for use.
NTST setup system for CardConnect Integration.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Schedule an appointment for desired client from setup.
Apply filters on Front Desk so the desired client appears in "Scheduled" column.
Click the "Credit Card" icon on the appointment card.
Complete information on CardConnect Payment Details.
Select "Manual Entry".
Enter "Device".
Set the "Guarantor".
Enter any amount in "Total Amount" field.
Click "Update".
Complete the "Credit Card Manual Entry" form and click "Submit".
Validate message that a payment was successfully submitted.
Navigate to "Client > Client Information > Billing/Payment Information > Self Pay Receipts Entry".
Select desired client.
Open the receipt just created.
Validate "Entered By" field is empty.
Navigating to "Finance > Remittance Processing > Credit Card Payments > Payments".
Select your device for your test facility.
Click "Add New - Cash Received/Credit Card".
Populate the desired client in "Client Payor", "Payor", and "Client Linked to Check" and Enter "Amount".
Click "Save".
Complete the "Credit Card Manual Entry" form and click "Submit".
Validate message that a payment was successfully submitted.
Navigate to "Client > Client Information > Billing/Payment Information > Self Pay Receipts Entry".
Select desired client.
Refresh the form and "Open" the receipt just created.
Validate no values display in the "Entered By" field.

Topics

• Agency • Client • Finance

ECS-60527 Summary | Details

Amending Services From Service Entry or Listings

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

Client Search
Client Service Entry
Get Date Time [EDIT]
Select Group
Event Amend Reason

Scenario 1: Validate Amended An Event Via Service Entry

Specific Setup:

Requires an event that is set up to be locked, such as "Can Submit".
Requires a staff that has "Amend" rights to the event.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Add Event" and select desired event.
Fill in required fields.
Save.
Submit the event for approval.
Click "Actions" button and select "Amend Service".
Select desired reason.
Add any additional reasons.
Validate the event opens up in "Edit" mode.
Validate it contains "Amendment" reason.
Close the window.
Validate the previous event contains a strikethrough with a status of "Amended".
Validate the new event is listed.

Scenario 2: Validate Group Event Can Be Amended

Specific Setup:

Requires a group event that can be locked.
Scenario works with a group event that is set up as "Can Submit".
Staff should have "Amend Rights" to the event.

Steps

Navigate to "Groups > Service Management > Service Management > Service Entry".
Select desired "Group".
Enter desired "Group Event".
Submit the event for approval.
Click "Actions" button.
Validate "Amend Service" button is listed.
Select "Amend Service".
Enter "Amend Reason".
Save.
Validate the "Amended Event" opens.
Validate it contains "Amendment" SubForm with the "Amend Reason".
Close the event.
Validate the previous event contains a "Strikethrough" and the status is "Amended".
Validate the new event is in "Modifiable" status.

Scenario 3: Validate Amending An Event Via Listing Page

Specific Setup:

Requires an event that is set up to be locked, such as "Can Submit".
Requires a staff that has "Amend" rights to the event.
Requires an event that can be access via a "Listing" page.

Steps

Navigate to desired listing such as "Client > Case Management > Service Management > Assessments".
Select desired client.
Click "Add New" and select desired event.
Fill in required fields.
Save.
Submit the event for approval.
Click "Actions" button and select "Amend Service".
Select desired reason.
Add any additional reasons.
Validate the event opens up in "Edit" mode.
Validate it contains "Amendment" reason.
Close the window.
Validate the previous event contains a strikethrough with a status of "Amended".
Validate the new event is listed.

Topics

• Client • Groups

ECS-60531 Summary | Details

Services Setup by Program

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

Agency Program Services [EDIT]
Agency Program Services/Program-User [ADD]
Agency Program Services/Program-User Subform
Agency Program Services-Group Planning Subform
Agency Program Services-Planning Subform
Agency Program System Services by Program [ADD]
Agency Program System Services by Program Subform
Agency-Prog Setup For Family Case Treatment Plan [EDIT]
Agency-Program Setup for Treatment Planning [EDIT]
Event Definitions - System - Services
Event Definitions -Services-User Only/People Only
Event Definitions-Planning-Group
Event Definitions-Planning-People
Services Setup by Program Form Set

Scenario 1: Validate Treatment Plan Events Are Not Available Under Individual Services By Program

Steps

Navigate to "Agency Setup > Services Setup > By Program > Individual Services".
Open desired "Program" row.
Under "User Defined Services" click '+ Sign" to expand the row.
Click "Service Event" lut.
Search for category" Treatment/Service Plans for People".
Validate it is not listed.

Topics

• Agency Setup

ECS-60572 Summary | Details

Billing Execution Interval

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

EvolvCS Client [EDIT]

Scenario 1: "Billing Execution Interval" Value

Specific Setup:

User has access to Setup module.

Steps

Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Select "Billing Preferences" from the form line listing.
Set the "Billing Execution Interval" input box to 60.
Click the "Save" button.
Set the "Billing Execution Interval" input box to 61.
Navigate off the field, and validate "Invalid entry. The value must be between 1 and 60." displays.
Click the "OK" button.
Set the "Billing Execution Interval" input box to desired minutes.
Click the "Save" button.

Topics

• Setup

ECS-60584 Summary | Details

Bells.AI - Routing In myEvolv Transition And Condition

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

Agency Program Services [EDIT]
Agency Program Services/Program-User [EDIT]
Agency Program Services/Program-User Subform
Bells Summary
Chart
Client Search
Client Service Entry
Note Dialog
Patients
Route Scheme [EDIT]
Route Scheme Link Subform
RouteAdmin
Routing Admin Form Set
Routing Workflow Scheme
Session Information
sign note

Scenario 1: BELLS.AI - Validate Routing Transition "New" To "Open" Functions

Specific Setup:

A routing scheme is set up and assigned to the myEvolv event.
In myEvolv, the routing is configured and has a Transition from "New" to "Open" with the "Is Staff In Workgroup" condition.
A client that exists in both systems and is configured with the routing for the event in the program to be used.
A "Note" is configured in Bells.AI to the event to be used in myEvolv.

Steps

Log into Bells.AI.
Click the "Clients" icon.
Select the client to be used.
Click on the "Start Note".
Fill in the "Session Information".
Select the appropriate "Service" and "Note Type" to be used.
Save and Sign the note.
Log into myEvolv.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select the client.
Validate the service event is created from the note that was entered.

Topics

• Routing

ECS-60624 Summary | Details

Demographics Enhancement

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

Client Personal Information [EDIT]
Client Search
Name History Subform
Preferred Pronouns
Active events by Program or Clinic
Client Related Clinic Walk Ins [ADD]
Clinic Info
FrontDeskCheckIn
People Search with New
Service Facilities Listing
Workgroups for manual assignment to clients
Write-off reasons for Scheduled Events

Scenario 1: Validate Preferred Name, Preferred Pronouns and Name History Fields Are Present in Demographics Form

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Validate Preferred Name, Preferred Pronouns and Name History Table are present.
Set a Preferred Name.
Set Preferred Pronouns.
Set a Previous Name using a past date.
Click Save.
Validate successful save and that all fields retained data.

Scenario 2: Validate Preferred Name Inputbox Allows a Maximum of 50 Characters

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Enter a Preferred Name longer than 50 characters.
Validate Preferred Name inputbox does not allow more than 50 characters.
Click Save.
Validate successfully save.
Validate Preferred Name appears in Client Info Header.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Schedule a Client Walk In for desired client.
Validate Preferred Name appears in Scheduled Event Information Card.

Topics

• Client

ECS-60625 Summary | Details

Client Demographics

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

Client Personal Information [EDIT]
Client Search
Gender Identity
Gender Table
Preferred Pronouns
Active events by Program or Clinic
Client Related Clinic Walk Ins [ADD]
Clinic Info
FrontDeskCheckIn
People Search with New
Personal Information - All Form Set
Service Facilities Listing
Workgroups for manual assignment to clients
Write-off reasons for Scheduled Events

Scenario 1: Validate Client Header Displays Gender, Gender Identity, Preferred Name and Pronouns

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Select a desired Client.
Add Gender Identity, Preferred Name and Preferred Pronoun.
Save and validate Gender or Gender Identity, Preferred Name and Pronouns display in Client Header.
If Gender and Gender Identity are entered for a Client, only Gender Identity will display.
If only Gender is entered, only Gender will display.
Validate highlighting each item displays a tooltip with further information.

Scenario 2: Validate Front Desk Check In Information Card Displays Client's Preferred Name and Pronouns

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Select desired Client.
Add a Preferred Name and Preferred Pronoun.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Schedule a walk in for the desired Client.
Validate the Preferred Name and Preferred Pronoun displays in the event information card.

Topics

• Client • Front Desk

ECS-60626 Summary | Details

Enhanced Client Search with Demographic Details

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

Client Personal Information [EDIT]
Client Search
Gender Identity
Gender Table
Name History Subform

Scenario 1: Client Search – Validate New Search Fields "Preferred Name", "Previous Name (End Date)", "Gender" and "Gender Identity"

Specific Setup:

Available Client with no values entered in "Preferred Name", "Previous Name (End Date)" and "Gender Identity".

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Click Select Client.
Validate "Preferred Name", "Previous Name (End Date)", "Gender" and "Gender Identity" rows exist.
Search for desired Client.
Validate "Preferred Name", "Previous Name (End Date)" and "Gender Identity" contain null values.
Select the Client.
Add/modify "Preferred Name", "Previous Name (End Date)", "Gender" and "Gender Identity".
Save and Search for Client again.
Validate "Preferred Name", "Previous Name (End Date)", "Gender" and "Gender Identity" updated to show new values.
Search for Client using "Preferred Name".
Validate Client is found.
Search for Client using "Previous Name (End Date)".
Validate Client is found.
Select Client and add more Previous Names.
Search for Client and validate all Previous Names display and that the "Previous Name (End Date)" cell expands to accommodate the values.

Topics

• Client • People Search

ECS-60627 Summary | Details

Demographics Enhancement

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

Report Fields Subform
View Columns (by View)

Scenario 1: Validate SubReports Include the New Report Fields “full_name_preferred”, “preferred_name”, “preferred_pronoun” and “gender_identity”

Specific Setup:

Form has been configured with a SubReport which uses an Affirming Demographics view.

Steps

Navigate to "Client > Reports > At a Glance > Face Sheet-Extended".
Select Desired Client.
Validate Full Name Preferred, Preferred Name, Preferred Pronoun and Gender Identity display for client.

Topics

• Setup

ECS-60629 Summary | Details

Billing Processing Improvements

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]
ActionsView
AR Management
Cash Receipts for Remittance
Billing Batch Management 2.0 Form Set
Billing Run Request Limit Facilities by Staff Loc Subform
Claim 2.0 [EDIT]
Claim Submission 2.0 [EDIT]
Claims Maintenance NX Form Set
FinanceClaims
Immediate Billing Run Request [ADD]
Submitter Information

Scenario 1: Validate Flag Create Mirror Services, Create Mirror Services Billed 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 Services Billed" is unchecked.
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 Services Billed".
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.

Scenario 2: Validate Calculate Rate Performance

Specific Setup:

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

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired check.
Set search parameters to search for desired claims.
Click "Add Action" and select "Resubmit to Other/Waterfall".
Select "Calculate Rate".
Validate the claim submission is returned.
Repeat for the remaining the claims.
Save.
Validate the "Resubmit" saved and each claim has a new submission to the secondary payer.

Scenario 3: Validate Billing Authorization Claims With Large Service Bundle

Specific Setup:

Requires services that can be billed.
Scenario works with services that require "Authorization".
Client's billing authorization service details is linked to a "Service Bundle" that contains a large amount of rate/services.

Steps

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.
Validate the billing batch generated with the desired claims.

Topics

• Finance

ECS-60696 Summary | Details

Test and Assessment Event “Copy Test”

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

Client Search
Meal Preferences [ADD]
People Assessments Cross Forms Based
Provider Sites by Program

Scenario 1: Copy Test - "Title" Column

Specific Setup:

Test and Assessment form must contain the Field type for Title "Column".
Check off the below items on the Test and Assessment form.
Is Visible
Is Visible on Subform
Is Listed

Steps

Navigate to "Client > Case Management > Plan Development > Assessments".
Select desired client.
Click "Add New" and select the desired test event.
Set "Title" field and any other desired/required fields and save.
Validate the "Title" column is present for the newly created event.
Click the newly created event and click the "Copy Test" button.
Validate the "Title" label and "Title" column exists within the search display.
Validate the newly created event is present within the search display.
Set the "Title" field to % plus the first letter of the title and search.
Validate desired output and close the window.
Add the same test event without setting the "Title" field and save.
Add a different test event with a different "Title" field description and save.
Validate all events are displayed with the corresponding "Title" within the column.

Scenario 2: Title Column Search Functionality

Specific Setup:

Assessment exists without "Title" on client record.
Multiple Test and Assessment forms are setup.
Test and Assessment form must contain the Field type for Title "Column".
Check off the below items on the Test and Assessment form.
Is Visible
Is Visible on Subform
Is Listed

Steps

Navigate to "Client > Case Management > Plan Development > Assessments".
Select desired client.
Click "Add New" and select the desired test event.
Set the "Title" field and any other desired/required fields and save.
Click on the existing event not containing the title.
Click on the "Copy Test" button.
Set the "Event" field to % and click "Search".
Validate the search displays:
Newly created event entered with the desired "Title".
Previous event without the "Title" set.
Clear the "Event" field.
Set the "Title" input box to % and click on the "Search".
Validate the event that contains the "Title" displays within the results.
Click the "X" to close.
Click the "Add New" button and select a different event.
Set the "Title" field and any other desired/required fields and save.
Validate the "Title" column displays data entered for the new event and the previously entered event.

Topics

• Assessments • Forms

ECS-60736 Summary | Details

Finance Form Changes

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

AR Management
Billing Batches Management
Billing Rate - Placement Based NX [EDIT]
Claim 2.0 [EDIT]
Claim Receivers Setup Form Set
ContractsRatesSetup
FinanceInvoices
FormDesigner
Interface Design Form Set
Invoice [EDIT]
Invoice Payroll [EDIT]
NX Label [EDIT]
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Receiver Information - All
Receiver Information - Only RevConnect [EDIT]
Receiver Information UB-04 [VIEW]
Receiver Information X12 Submissions [EDIT]
Staff (All)

Scenario 1: Finance Setup Form Changes

Specific Setup:

Batch with Claims and Invoices.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Select a "Batch".
Select a "Claim".
Validate form changes.
Select an "Invoice".
Validate form changes.
Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
Select a "Claim Receiver".
Validate form changes.
Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup UB-04".
Validate form changes.

Topics

• Finance Setup • Forms

ECS-60745 Summary | Details

Universal Font For Custom Check Printing

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

Check Layout Subform
Check Library [EDIT]
Check Printout PDF
ChecksCreationLog
Create Checks [ADD]
GL Accounts Payable Accounts
GL Cash Account [EDIT]
GL Cash Accounts

Scenario 1: Validate Checks Print With Font From Check Template

Specific Setup:

Requires invoices that can print checks.

Steps

Navigate to "Finance Setup > General Setup > Miscellaneous Setup Tables > Check Library".
Select desired check template.
On desired row set the font field i.e."IDAutomationSMICR Demo".
Save.
Navigate to "Finance Setup > General Setup > GL Setup Tables > Cash Account Setup".
Select desired account.
Set the "Check Output" to desired "Check Template".
Save.
Navigate to "Finance > Claim/Invoice Processing > Create Checks (A/P) > Processing".
Generate desired checks.
Click "Actions" and select "Print Check".
Validate the output contains the desired font.

Topics

• Finance • Finance Setup

ECS-60751 Summary | Details

CARC and RARC Codes Can Be Used for Filtering In AR Management

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

All Clients With Security Listing by PeopleID
AR Management
Cash Receipts for Remittance

Scenario 1: Validate Filtering CARC and RARC Codes In AR Management

Specific Setup:

Requires claims that a "CARC" and "RARC" codes.
At least one claim that has 2 service lines with "CARC and RARC" codes.

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Click "Search Parameters".
Set "Client" field to desired client.
Set "CARC" field to desired code.
Click "Search".
Validate it returns desired claim.
Click "View Filter".
Set "CARC" field to code that is on the second service line.
Click "Search".
Validate it returns desired claim.
Click "View Filter".
Clear the "CARC" code field.
Set "RARC" field to desired code.
Click "Search".
Validate it returns desired claim.
Click "View Filter".
Set 'RARC" field to the code that is on the second service line.
Click "Search".
Validate it returns desired claim.

Topics

• Finance

ECS-60755 Summary | Details

CareFabric Receiver Revision Version

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

Taskbar > System Maintenance > CareFabric > SDK Health Check

Scenario 1: CareFabric Receiver Revision Version

Steps

Internal Testing Only

Topics

• Taskbar

ECS-60762 Summary | Details

myEvolv Anywhere - "Notes to Complete" Widget

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

2. Simple Service Entry [EDIT]
Client Search
Client Service Entry
Dashboard
Draft Client Event
Calendar

Scenario 1: myEvolv Anywhere Draft Client Event

Specific Setup:

myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere.
Client to access with the myEvolv Anywhere.

Steps

myEvolv Anywhere

Tap on drop down menu.
Select "Draft Client Event" from the menu.
Set the "Client", "Actual Start Time", "Program", "Service", "Facility", "Duration", "Location", and "Notes".
Tap on "Submit".

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the same client as in myEvolv Anywhere.
Verify myEvolv "Actual Date" is the same as the myEvolv Anywhere "Actual Start Time".
Verify myEvolv "Duration" is the same as the myEvolv Anywhere "Duration".
Verify myEvolv "Program" is the same as the myEvolv Anywhere "Program".
Verify myEvolv "Service" is the same as the myEvolv Anywhere "Service".
Verify myEvolv "Staff" is the same as the myEvolv Anywhere User.
Verify that "Status" is "Pending Submission".
Click on the event.
Verify that "Location" matches the "Location" in myEvolv Anywhere.
Verify that "Facility Providing Service" matches the "Facility" in myEvolv Anywhere.
Click "X" to close.

Scenario 2: myEvolv Anywhere "Notes to Complete" Widget

Specific Setup:

myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere.
Client available within myEvolv Anywhere.
The "Allow Overlap?" is checked off within "Agency Setup > Services Setup > By Program > Individual Services" for the desired program/event.
User has access to the "Notes to Complete" widget.

Steps

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click the "Add Event" button and select the desired event.
Enter desired/required information and save.
Validate the event status contains "Pending Submission".

myEvolv Anywhere

Tap the "Client" button and select the desired client.
Tap on the "Events" button and select "Draft".
Set the "Actual Start Time", "Program", "Service", "Facility", "Duration", "Location", and "Notes".
Tap on "Submit".

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry" and select the same client.
Validate a new event displays within "Draft" status.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Validate the "Notes to Complete" widget contains:
Previous event within "Pending Submission" status.
Newly created event within "Draft" status.

Topics

• myEvolv Anywhere

ECS-60784 Summary | Details

Fast Track by Client

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

Activity Event [DELETE]
All Clients With Security Listing by PeopleID
Client Search
Client Service Entry
Fast Track By Client NX [ADD]
Fast Track Service Entry Events XB Subform
Location Table (Service)
Program by Person and Agency (Active)
Provider Sites by Program
Simple Service Entry with Rating 2 [DELETE]
Simple Service Entry with Rating 2 [EDIT]

Scenario 1: Fast Track By Client - Validate Saving The Form Functionality

Specific Setup:

Client enrolled in Program with services set up for Fast Track.
At least two events exist. "Event1" will have progress notes. "Event2" will not have progress notes.

Steps

Navigate to "Taskbar > Fast Track > Fast Track > Fast Track by Client".
Enter filters and click "Get Services".
Check the two events in the precondition. In this example "Event1" and "Event2".
Fill in the duration on the two events.
Fill in the progress note information on the "Event1".
For "Event2" do not enter a progress note.
Validate when the check boxes are selected the "Service Header" fields are disabled.
Click on the "Save" button.
Validate the form refreshes.
Validate the "Service Header" retains the values entered.
Validate the "Services" are no longer check marked.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select the client.
Validate the services from the "Fast Track by Client" display and are accurate.

Topics

• Fast Track

ECS-60822 Summary | Details

SubReport - Time Zone

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

Client Related Task - New [ADD]
Client Search
Client Service Entry
EvolvCS Client [EDIT]

Scenario 1: SubReports With "Time difference from server time (hours)" set to "0"

Specific Setup:

System Setting "Prompt Schedule Next Event" under "Setup > System > EvolvCS System Setup > System Settings/Preferences" is checked.
Test event that can be scheduled exists in test system.
Test event containing a SubReport of "Scheduled Task for People - Incompleted All".
"Time difference from server time (hours)" is set to "0" and configured by Netsmart.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry" and select desired client.
Click "Add Event" and select the desired event.
Set the desired/required fields and click the "Save" button.
Click "OK" on the "Would you like to schedule the next event?".
Set the "Scheduled Date/Time" and any other desired/required fields.
Click the "Save" button.
Validate the first event status contains "Pending Submission".
Validate the scheduled event status contains "Scheduled".
Click on the event that is "Pending Submission".
Validate the "Scheduled Date" is visible on the SubReport and contains the accurate time.
E-sign and Route the event.
Open the event and validate the "E Sign Locked Date" and "Scheduled Date".

Scenario 2: SubReports When "Time difference from server time (hours)" Is Set

Specific Setup:

System Setting "Prompt Schedule Next Event" under "Setup > System > EvolvCS System Setup > System Settings/Preferences" is checked.
Test event that can be scheduled exists in test system.
Test event containing a SubReport of "Scheduled Task for People - Incompleted All".
"Time difference from server time (hours)" is set to "3" and configured by Netsmart.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry" and select desired client.
Click "Add Event" and select the desired event.
Set the desired/required fields and click the "Save" button.
Click "OK" on the "Would you like to schedule the next event?".
Set the "Scheduled Date/Time" and any other desired/required fields.
Click the "Save" button.
Validate the first event status contains "Pending Submission".
Validate the scheduled event status contains "Scheduled".
Click on the event that is "Pending Submission".
Validate the "Scheduled Date" is visible on the SubReport and contains the accurate time.
E-sign and Route the event.
Open the event and validate the "E Sign Locked Date" and "Scheduled Date".

Topics

• Setup

ECS-60826 Summary | Details

Billing Process Step 12 Optimized

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
Immediate Billing Run Request [ADD]
Submitter Information
Agency [EDIT]
FinanceClaims
ActionsView
AR Management
Cash Receipts for Remittance

Scenario 1: Validate Finance Processing History

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Immediate Run".
Fill in required fields to generate a billing run.
Click "Billing Processing History".
Click "Start Billing Now".
Click "Refresh".
Validate "Billing Processing Log" row exists with today's date and start time.
Click "Actions" button.
Select "View Detailed Status".
Validate it contains "Processing History"
Wait 10 seconds.
Validate screen automatically updates with processing history.

Scenario 2: Validate Flag Prevent Billed Services From Billing Again

Specific Setup:

Scenario works with a client that has two "Primary, Sequence 1 Benefit Assignments".
Both "Benefit Assignments" are set up to bill the same service.

Steps

Navigate to "Agency Setup > Agency > Agency > Agency Information".
Check the flag "Prevent Billed Services From Billing Again".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "New Run".
Select "Immediate Run".
Select desired "Submitter".
Fill in remaining required fields to bill desired service.
Wait for billing to run.
Validate desired claim is generated.
Click "New Run".
Select "Immediate Run".
Select desired "Submitter" from clients "2nd Benefit Assignment".
Fill in remaining required fields to bill desired service.
Wait for billing to run.
Validate 0 claims are generated.
Navigate to "Agency Setup > Agency > Agency > Agency Information".
Uncheck the flag "Prevent Billed Services From Billing Again".
Save.
Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Click "Actions" button on the 0 claim run and select "Reprocess".
Wait for billing to run.
Validate desired claim is generated.

Scenario 3: Validate Calculate Rate Performance

Specific Setup:

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

Steps

Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
Select desired check.
Set search parameters to search for desired claims.
Click "Add Action" and select "Resubmit to Other/Waterfall".
Select "Calculate Rate".
Validate the claim submission is returned.
Repeat for the remaining the claims.
Save.
Validate the "Resubmit" saved and each claim has a new submission to the secondary payer.

Topics

• Finance

ECS-60844 Summary | Details

Bells.AI Partial Notes

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

Client Goals
Client Search
Client Service Entry
Event Categories/People - User Modifiable
Event Definition User - People [EDIT]
Event Definitions - People Based Form Set
Nav Rail
Note Dialog
Patient Chart
Patients Clients Tab
sign note
Start Note

Scenario 1: Bells.AI - Validate Partially Completed "Notes" In Bells.AI Sync To myEvolv

Specific Setup:

The client needs to exist both in Bells.AI and in myEvolv.
The Bells.AI "Note" needs to be configured to show goals, and narratives.
At least one event that is configured for "Single Note" and a second event configured for "Multiple Notes" in myEvolv.
Both events have the "Treatment Plan Link" check marked.
The myEvolv event needs to be active in the program to be used.
The client needs to have a myEvolv treatment plan with goals and objectives created. The plan needs to be approved.

Steps

In Bells.AI, select the patient.
Click "Start Note".
Fill in the "Session Information".
For the event select the event that is configured to the myEvolv "Single Note".
Select the note type.
Click the "Goals".
Click the "Goal" only check box.
Validate all other check boxes are not selected.
Fill the "Narrative".
Save and sign the note.
In myEvolv, navigate to "Client > Case Management > Service Management > Service Entry".
Select the client used.
Validate the service exists.
Edit the service event.
Validate the "Narrative" and "Goal" display.
Redo the test with the "Multiple Notes" event.
Validate the data displays and is accurate for the "Narrative" and "Goals".

Topics

• Service Entry • Treatment Plans

ECS-60907 Summary | Details

CCD -Manual Upload

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

CCD Inbox
Upload HL7 File

Scenario 1: CCD Inbox Upload

Specific Setup:

CCD file available for upload.
User has access to CCD Inbox.

Steps

Navigate to "Taskbar > System Maintenance > CCD Inbox > CCD Inbox".
Click "CCD Upload".
Click "Choose File" and select the desired file.
Click the "Upload" button.
Validate the file contains desired data.
Click the "X" to close and click the "Refresh" button.
Validate the "Date Entered" contains the desired date.
Validate the "Document Type" contains "CCD".
Validate the "Provider From" contains "Manual Upload".
Validate the "Name on Import File" contains the desired name.

Topics

• CCD

ECS-60909 Summary | Details

Deleting Form Groups in Form Designer

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

Interface Design Form Set
NX Event Based Sub Form [EDIT]
NX Event Log Field [EDIT]
NX Form Group [EDIT]

Scenario 1: Form Group - Deletion

Specific Setup:

Forms with "Form Group" within form designer.
One that is dependent on current fields.
One that is not dependent on current fields
User has access to Setup module.

Steps

Navigate to "Setup > User Tools > Interface Design > Form Designer".
Set the desired "Form Family".
Click on a desired form within the "Form List" that are dependent on current fields.
Click "Actions" and select "Delete" on the desired "Form Group".
Validate the elements under the deleted form group have a red font with a strike through.
Click the "Save" button.
Validate an alert message of "This form line cannot be deleted as it is referenced by another field on this form Field Name:".
Click the "OK button.
Click the "Actions" link, select "Restore" and click "Save".
Navigate to "Setup > User Tools > Interface Design > Form Designer".
Set the desired "Form Family".
Click on a desired form within the "Form List" that are not dependent on current fields.
Click "Actions" and select "Delete" on the desired "Form Group".
Validate the elements under the deleted form group have a red font with a strike through.
Click the "Save" button.
Validate the contents are deleted.

Topics

• Forms • Setup

ECS-60912 Summary | Details

Title For Treatment Plans In Print Bundle

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

Client Search
Print Preview
Printing Bundle Templates Active
PrintingBundleTemplate
ServicePlanForm
ServicePlanList

Scenario 1: Print Bundle - Validate Display of Title In Treatment Plans

Specific Setup:

A treatment plan must be created for the client.

Steps

Navigate to "Client > Case Management > Plan Developement > Planning".
Click "Select Client" button.
Search and select desired client.
Click "Actions" on the previously created treatment plan.
Select "Open Plan" from the drop down list.
Click "Print".
Select "Print" from the drop down list.
In "Print Preview",
Validate the "Form Header" of the treatment plan is equal to the form name of the treatment plan.
Close out of both the "Print Preview" and "Treatment Plan".
Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
Click "Select Template".
Search and select desired template that contains treatment plans.
Check the previously created treatment plan checkbox.
Click "Submit".
Click "Run Now".
Verify the "PDF" opens in another window.
Validate the "Form Header" of the treatment plan is equal to the form name of the treatment plan.
Click "Close".

Topics

• Print Bundle

ECS-60951 Summary | Details

My Treatment Plans Widget

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

Agency-Program Setup for Treatment Planning [EDIT]
Area of Treatment Treatment Plan [EDIT]
Service Plan Status
ServicePlanForm
ServicePlanList

Scenario 1: Validate Treatment Plan Widget Displays Single Active Record

Specific Setup:

Scenario works with a client with a completed treatment that has not yet been reviewed.
Program Plan Setup should have an active "Treatment Plan Review".
Program Plan Setup should also have another "Treatment Plan Review" that has been marked not active.

Steps

Navigate to "Client > Case Management > Plan Development > Planning".
Select desired Client.
Click "Actions" button and select desired "Treatment Plan Review".
Fill in desired "Start Date".
Save.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview"
Under the "My Treatment Plan" Widget, validate the Client and Treatment Plan are listed once.

Topics

• Agency Setup • Treatment Plans • Widgets

ECS-60960 Summary | Details

"GetAnywhereForm" Calls By Form and Family Codes

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

Client Search
Form Family [EDIT]
Interface Design (Developer Mode) Form Set
PH Master Visit Vitals [ADD]
PH Master Visit Vitals Subform

Scenario 1: Bells.AI - Validated The "GetAnywhereFrom" Message Will Function When Searching By "Form Family" and "Form Code".

Steps

Internal Testing Only.

Topics

• Forms

ECS-60961 Summary | Details

Bells.AI - "GetAnywhereForm" Message Parameter

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

Client Search
NX FIELD [EDIT]
PH Master Visit Vitals [ADD]
PH Master Visit Vitals Subform

Scenario 1: Bells.AI - Validated Visibility Subform Enabled Fields Return Proper Responses For "GetAnywhereFrom" Message

Steps

Internal Testing Only.

Topics

• SubForm

ECS-60962 Summary | Details

Bells.AI - "SearchValueSets" And "GetDataValueLookup"

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

NX Event Based Sub Form [EDIT]
NX Event Log Field [EDIT]

Scenario 1: Bells.AI - Validate "SearchValueSets" Returns myEvolv Data Look Up Values

Steps

Internal Testing Only.

Topics

• Event Setup

ECS-60963 Summary | Details

The "GetValueSet" Returns myEvolv SubForms

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

Event Categories/People - User Modifiable
Event Definition User - People [EDIT]
Event Definitions - People Based Form Set
Form Families
Forms
Forms by Event Category
NX Event Based Sub Form [EDIT]
NX Form Group [EDIT]

Scenario 1: Bells.AI - Validate "requestedValueSetCode" Returns myEvolv SubForms

Steps

Internal Testing Only.

Topics

• SubForm

ECS-60964 Summary | Details

Bells.AI - "GetValueSet" Calls for Supporting myEvolv Event Parameters

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

Event Categories/People - User Modifiable
Event Definition User - People [EDIT]
Event Definitions - People Based Form Set
Notepad++

Scenario 1: Bells.AI - Validate "GetValueSet " Returns the Events With Fields Checked

Steps

Internal Testing Only.

Topics

• SubForm

ECS-60965 Summary | Details

Bells.AI - myEvolv SubForms

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

2. Simple Service Entry [VIEW] *SUBMITTED*
Client Search
Client Service Entry
EducationMaterials
Locations
Nav Rail
Note Dialog
Patient Chart
Patients Clients Tab
Place of Service
Select EHR Lookup Choice
sign note
Start Note

Scenario 1: Bells.AI - Validate Bells.AI Update myEvolv SubForms

Specific Setup:

In Bells.AI a note type that exists is configured to use SubForms for the event in myEvolv.
The client exists in both Bells.AI and myEvolv.

Steps

Log into Bells.AI.
Select "Client".
Create a service with a note with the "SubForm" area present.
Select the "SubForm" and fill in the selections.
Fill in any other required fields on the note.
Sign the note.
Log into myEvolv.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select the client.
Find the event that was created.
Validate the event created displays and is accurate.
Validate the SubForm that was entered in Bells.AI updated the myEvolv SubForm and is accurate.

Topics

• Forms

ECS-61000 Summary | Details

DFT P03 Outbound

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

HL7 Outbound

Scenario 1: HL7 Outbound Legacy

Specific Setup:

Claims are ready for HL7 generation.

Steps

Navigate to HL7 Outbound.
Generate file.
Validate "Date Entered", "Processing Started", "Processing Finished", "Control Number".
Validate "Batch Contents" displays.

Topics

• Finance

ECS-61005 Summary | Details

Custom Sheppard Pratt Patient Statement report

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

Date w/ Parm and Selection w/ Service Facility Set [ADD]
Patient Statement
Report Selection Picklist
Service Facility Set
Client Search
CSV Output

Scenario 1: Sheppard Pratt Patient Statement - Preview

Specific Setup:

User has access to Finance module.
Clients contain claims with balances.

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 any other additional parameters as needed.
Click on the "Preview" button.
Validate report output and click the "Close" button.

Scenario 2: Sheppard Pratt Custom Patient Statement - Date of Birth

Specific Setup:

User has access to Finance module.
Balances for clients to produce statements.

Steps

Navigate to "Finance > Reports > Accounts Receivable > PATIENT_STATEMENT_WAY_STATION".
Enter the desired "From Date" and "Through Date".
Set the "Report Selection" field.
Set any other additional parameters as needed.
Click on the "CSV" button.
Validate the file contains a column containing "dob".
Click "X" to close the file.
Click on the "Excel" button.
Validate the file contains a column containing "dob".
Click "X" to close the file.

Topics

• Finance • Reports

ECS-61006 Summary | Details

Claim Remittance Advice Remarks Code System Table Updated

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

GenericBrowse

Scenario 1: Validate “4G – DENY: MEDICAID SANCTIONED/TERMED/EXCLUDED PROVIDER” Is Added to System Table

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• Setup

ECS-61014 Summary | Details

4010 Zero Fill/Cost Avoidance Fields on Receiver Form

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

Claim Adjustment Group Codes
Claim Adjustment Reasons
Claim Receivers Setup Form Set
Receiver Information - All
Receiver Information X12 Submissions [EDIT]

Scenario 1: Validate 4010 Zero Fill / Cost Avoidance Fields Are Removed After Upgrade

Steps

Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver Setup X12".
Select desired receiver.
Click on "EDI Cost Avoidance Settings".
Validate the following fields are no longer visible:
Default Claim Adjustment Group
Default Claim Adjustment Reason
Output Allowed Amount Qualifier
Output Paid Amount Qualifier
Output Claim Adjudication Date

Topics

• Finance Setup

ECS-61018 Summary | Details

Manual Self Pay Claims

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

All Clients With Security Listing by PeopleID
Claim - Manual Self-Pay [ADD]
Claim - Manual Self-Pay 2.0 [EDIT]
Claim 2.0 [EDIT]
Claim Service Lines NX Subform
Claim Submission 2.0 [EDIT]
Claim/Invoice Batch [VIEW]
Claims - Manual - Self Pay
Claims Maintenance NX Form Set
FinanceClaims
GL A/R Temporary Unallocated Account
GL Cash Accounts
GL Chart Of Accounts
Manual Claims - Self Pay 2.0 Form Set
Payers by Receiver
Program by Person And Agency
Rate Details
Receiver Information - All
Self-Pay Clients With Security

Scenario 1: Validate Creating Manual Self Pay Claim

Specific Setup:

Client has an active Self Pay Benefit Assignment.

Steps

Navigate to "Finance > Claim Maintenance > Manual - Self Pay > Claim".
Click "Select Claim" and "New".
Select desired client.
Fill in remaining required fields such to generate desired claim.
Save.
Click on "Submission" tab.
Validate the submission contains desired "Payer" from "Self Pay Benefit Assignment".
Click on the "Claims" tab.
Edit the claim such as different rate details.
Save.
Click on "Submission" tab.
Click "Refresh" button.
Validate the "Submission" contains desired "Payer" from "Self Pay Benefit Assignment".
Validate the submission contains updated information.

Topics

• Finance

ECS-61042 Summary | Details

Claim Receiver Setup Enhancement

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

Claim Receivers Setup Form Set
Receiver Information - Agency RevConnect Settings [VIEW]
Receiver Setup by Loop [VIEW]

Scenario 1: Validate FormSet Members "Receiver x12 Setup by Loops" and "Agency RevConnect Settings"

Specific Setup:

"Receiver x12 Setup by Loops" and "Agency RevConnect Settings" setup by NTST.

Steps

Click "Finance Setup > Agency Setup > Claim Receivers Setup > ...".
Validate "Receiver x12 Setup by Loops" and "Agency RevConnect Settings" FormSet Members exist in the "Claim Receivers Setup" column.
Navigate to "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver x12 Setup by Loops".
Select desired "Claim Receiver".
Validate the following Form Groups display:
Current Receiver Outputs
myEvolv 837 Companion Document
General Setups
ISA/GS/ST/BHT
1000A - Submitter Info / 1000B - Receiver Info
2000A - Billing Provider Hierarchical Level
2010AA - Billing Provider
2000B - Subscriber Information
2010BA - Subscriber Name
2010BB Payer Name
2300 - Claim Information
2310B - Rendering Provider (837P ONLY)
2310A - Attending Physician (837I ONLY)
2310C/2310E - Service Facility Location 837P/837I
2310D - Supervising Provider Name Loop (837P ONLY)
2310F - Referring Provider Loop (837I ONLY)
2320 - Other Subscriber Information
2330B - Other Payer Name
2400 - Service Line Information
2420A - Rendering Provider Name (837P ONLY)
2420C - Service Facility Location (837P ONLY)
2420E - Ordering Provider (837P ONLY)
2430 - Line Adjudication Information (837P ONLY)
Click the "Agency RevConnect Settings".
Validate the "RevConnect Integration" Form Group area loads.

Topics

• Finance Setup • Setup

ECS-61050 Summary | Details

Attendance Billing

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

All People with Benefit Assignments with LOS
Attendance Tracking
Billing Batch Management 2.0 Form Set
Billing Batches Management
Billing Run Request Limit People Subform
BillingProcessHistory
Claim 2.0 [EDIT]
FinanceClaims
Immediate Billing Run Request [ADD]
Payers Setup Table
Payor Information [EDIT]
Submitter Information
Billing Batch Claims Review
Billing Batches Management - Response Required
Line of Service

Scenario 1: 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 2: 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.

Scenario 3: Validate Generating Attendance Claim

Specific Setup:

Requires clients that can be marked for attendance
Clients should have a benefit assignment that can bill the attendance.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Attendance Check In/Out".
Select desired "Facility".
Marked desired clients "Present".
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 billing run.
Validate it contains desired "Attendance" claims.

Topics

• Agency Setup • Finance • Finance Setup • State Reporting • Treatment Plans

ECS-61069 Summary | Details

E-Sign for Parent and Child Events

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

Client Search
Client Service Entry
Client Service Management Form Set
Event Definitions - Service - by Category/Program
OTPS [EDIT]

Scenario 1: Validate When Locking Parent Event All Child Events Are Locked

Specific Setup:

Requires an event with an "Event Based SubForm".
"Event Based Subform" should be flagged as an "Event Specific SubForm".
An available event within the first "Event Based SubForm" should also have "Event Based SubForm".
All three events should be flagged to be locked such as "E-Sign".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Add Event" and select desired event.
Fill in required fields.
Click "Add Record" on the "Event Specific SubForm".
Select desired event.
Fill in required fields.
Fill in the desired "Event Based SubForm".
Save.
Save the parent event.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Open the "Notes to Complete" Widget.
Validate all three events are listed.
Open the parent event and "E-Sign" it.
Validate the Widget refreshes and all three events are no longer visible.
Navigate to "Navigate to "Client > Case Management > Service Management > Service Entry".
Validate desired events are locked.

Topics

• Client • Routing • Service Entry

ECS-61073 Summary | Details

"Medicare not Primary Insurance Reason" System Table

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

GenericBrowse

Scenario 1: System Look-Up Table - Medicare not Primary Insurance Reason

Specific Setup:

Internal Testing Only

Steps

Internal Testing Only

Topics

• Setup

ECS-61080 Summary | Details

Progress Note SubForm Duration

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

Client Search
Client Service Entry
Event Categories/People - User Modifiable
Event Definition User - People [EDIT]
Event Definitions - People Based Form Set
Report Selection Picklist
Report: Client Services Report
Report: Service Entries Report
Services and Treatment Reports Form Set

Scenario 1: Duration HHH:MM on SubForm

Specific Setup:

The below fields must be checked off within the event setup.

"Is Service Event"
"Has Multiple Notes"
"Is Multi-day Event"

Steps

Navigate to "Client > Case Management > Service Management > Service Entry" and select desired client.
Click on "Add Event" and select the desired event.
Set the "Duration" using a time duration format of HHH:MM.
Set multiple notes within the SubForm using a time duration format of HHH:MM within the "Staff Duration" field.
Save the form and refresh.
Validate the "Duration" entered contains the time duration set on the new event.
Open the event.
Confirm the "Staff Duration" and "Note" entries exist.
Close the form.

Scenario 2: Duration on Client Service and Service Entries

Specific Setup:

Event on client record with a duration value of HHH:MM.

Steps

Navigate to "Client > Reports > Services & Treatment > Client Services" and select desired client.
Set the desired "Report Selection".
Click the "Preview" button.
Validate the "Duration" value is within HH:MM format.
Click the "Close" button.
Click on the "Services and Treatment" tab.
Set the desired "Form Date" and "Through Date".
Set the desired "Report Selection".
Click the "Preview" button.
Validate the "Duration" value is within HH:MM format.
Click the "Close" button.

Topics

• Assessments • Client

ECS-61094 Summary | Details

Recurring Appointments

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

Active events by Program or Clinic2
Client Search
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff Schedule [EDIT]
Staff Schedule Details B2 Subform

Scenario 1: Front Desk Recurring Tasks – Modifying End Date on Task Between Start/End Date

Specific Setup:

Staff work schedule is set within "Agency > Staff & Security > Staff Information > Work Schedule".
Staff Listing:
This option filters the calendar to show a specific staff member. To be included in the Staff List on the Front Desk calendar, a staff member must have a facility designated as a primary managing office, have a job title that is flagged as "Listed in Calendar Staff List", and not be end-dated.
User has access to Front Desk module.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click on "View Calendar".
Click on "New Appointment".
Set the "Staff Responsible", "Program", "Event", "Date/Time", "Person", and "Duration" fields.
Navigate to the "Recurrence Info".
Check off "Is Recurring?".
Set the "Recurrence End Date".
Set the desired "Recurrence Type".
Click the "Save" button.
Set the "Staff" Filters to the same as previously set.
Set the calendar to the same date(s) where the recurring appointment is set and validate the appointment(s) display.
Set the calendar to a date that is in-between the recurrence date range.
Click on the "Actions" and select "Edit Recurrence".
Set the "Recurrence End Date" to a different date.
Click the "Save" button.
Validate the recurring appointments for all dates are present on the calendar.

Topics

• Front Desk

ECS-61108 Summary | Details

Diagnoses Report

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

As Of Date With Parms [ADD]
Report: Diagnoses Information

Scenario 1: Diagnoses Information Report

Specific Setup:

Clients containing diagnosis data.
User has access to Reports module.

Steps

Navigate to "Reports > Clients > Health/Medical > Diagnoses Information".
Set the "As Of Date" to the current date.
Click the "Preview" button.
Validate the report produces data within an acceptable time.
Click the "PDF" button.
Once file loads, validate data on report and close the file.
Click the "Print" button.
Once the file loads, validate data on report and click the "Cancel" button.

Topics

• Reports

ECS-61122 Summary | Details

Mapping Form for ProviderConnect Enterprise

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

All Clients Without Security 2
CALOMS (CA State) [EDIT]
Client Search
Client Service Entry
ProviderConnect Enterprise Mapping - record subform
ProviderConnect Enterprise Mapping Records
ProviderConnect Enterprise Mapping Tables
ProviderConnect Enterprise Setup Form Set
Benefit Assignment [EDIT]
Diagnosis General [EDIT]
Diagnosis Search Service
ProviderConnect Enterprise
ProviderConnect Enterprise Full Data [EDIT]
CSI Assessment - CA [EDIT]
ProviderConnect Enterprise Mapping - Client [EDIT]
Pregnancy History [EDIT]
Security Schemes
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)

Scenario 1: ProviderConnect Enterprise Mapping - Cal-OMS Admission

Specific Setup:

Client has a record in myEvolv and ProviderConnect Enterprise.
System is configured with ProviderConnect Enterprise.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select Client.
Validate "Cal-OMS Admission" record is present.
Navigate to "Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup".
Select "Client".
Click "Form Picker".
Select "Cal-OMS (CA State)".
Validate "Table Name" contains "state_reporting".
Click "Local Record".
Select event.
Populate "External Episode ID" and "External Record ID", save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Modify "Cal-OMS Admission" record, save.
Validate updates are reflected in ProviderConnect Enterprise.

Scenario 2: ProviderConnect Enterprise Mapping - Financial Eligibility

Specific Setup:

Client has a record in myEvolv and ProviderConnect Enterprise.
System is configured with ProviderConnect Enterprise.

Steps

Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
Select "Client".
Validate active "Benefit Assignments" record.
Navigate to "Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup".
Select "Client".
Click "Form Picker".
Select "Funding Source".
Validate "Table Name" is populated with "benefits_assignments".
Click "Local Record".
Select "Benefit Assignment" record.
Set "External Episode ID" and "External Record ID" values, save.
Navigate to "Client > Client Information > Personal Information > Benefit Assignments".
Modify the "Benefit Assignment", save.
Validate record has updated in ProviderConnect Enterprise.

Scenario 3: ProviderConnect Enterprise Mapping - Diagnosis

Specific Setup:

Client has a record in myEvolv and ProviderConnect Enterprise.
System is configured with ProviderConnect Enterprise.

Steps

Navigate to "Client > Client Information > Health Information > Diagnoses Information".
Select "Client".
Confirm Primary Diagnosis is present.
Navigate to "Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup".
Click on "Find Client".
Search on and select "Client".
Click "Form Picker".
Select "Diagnoses".
Click "Local Record", select desired diagnosis.
Set "External Episode ID" and "External Record ID", save.
Navigate to "Client > Client Information > Health Information > Diagnoses Information".
Change "Diagnosis Information" record, save.
Validate updated information is reflected in ProviderConnect Enterprise system.

Scenario 4: ProviderConnect Enterprise Mapping - CalOMS Annual Update

Specific Setup:

Client has a record in myEvolv and ProviderConnect Enterprise.
System is configured with ProviderConnect Enterprise.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select Client.
Validate "Cal-OMS Annual Update" record is present.
Navigate to "Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup".
Select "Client".
Click "Form Picker".
Select "Cal-OMS (CA State)".
Validate "Table Name" contains "state_reporting".
Click "Local Record".
Select event.
Populate "External Episode ID" and "External Record ID", save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Modify "Cal-OMS Annual Update" record, save.
Validate updates are reflected in ProviderConnect Enterprise.

Scenario 5: ProviderConnect Enterprise Mapping - Cal-OMS Discharge

Specific Setup:

Client has a record in myEvolv and ProviderConnect Enterprise.
System is configured with ProviderConnect Enterprise.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select Client.
Validate "Cal-OMS Discharge" record is present.
Navigate to "Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup".
Select "Client".
Click "Form Picker".
Select "Cal-OMS (CA State)".
Validate "Table Name" contains "state_reporting".
Click "Local Record".
Select event.
Populate "External Episode ID" and "External Record ID", save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Modify "Cal-OMS Discharge" record, save.
Validate updates are reflected in ProviderConnect Enterprise.

Scenario 6: ProviderConnect Enterprise Mapping - CSI Assessment

Specific Setup:

Client has a record in myEvolv and ProviderConnect Enterprise.
System is configured with ProviderConnect Enterprise.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select "Client".
Validate "Client" has a "CSI Assessment - CA" record.
Navigate to "Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup".
Select "Client".
Click "Form Picker".
Select "CSI Assesssent (contacts)".
Validate "Table Name" contains "contacts".
Click "Local Record".
Select "CSI Assessment- CA".
Populate "External Episode ID" and "External Record ID", save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Modify the "CSI Assessment - CA" record, save.
Validate results are updated in ProviderConnect Enterprise.

Scenario 7: ProviderConnect Enterprise Mapping - Women's Health

Specific Setup:

Client has a record in myEvolv and ProviderConnect Enterprise.
System is configured with ProviderConnect Enterprise.

Steps

Navigate to "Client > Client Information > Health Information > Pregnancy History".
Select "Client".
Validate record present.
Navigate to "Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup > ProviderConnect Enterprise Setup".
Select "Client".
Click "Form Picker".
Select "Pregnancy Information".
Click "Local Record".
Select record.
Set "External Episode ID" and "External Record ID", save.
Navigate to "Client > Client Information > Health Information > Pregnancy History".
Update pregnancy record, save.
Validate record has updated in ProviderConnect Enterprise.

Scenario 8: ProviderConnect Enterprise Mapping - Security

Steps

Navigate to "Agency Setup > Staff and Security Setup > Navigation Access > Access to Forms".
Select "Navigation Scheme".
Grant access to "ProviderConnect Enterprise Setup", save.
Log in as staff with "Navigation Scheme".
Validate "ProviderConnect Enterprise Setup" is present.

Topics

• ProviderConnect Enterprise

ECS-61124 Summary | Details

MCG+ SDK Message "EvvClientUpdated"

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

Benefit Assignment [ADD]
Billing Plan Setup NX [EDIT]
Client Search
ContractsRatesSetup
Payers of Agency
Payers Setup Table
Payers/Contracts Setup 2.0 Form Set
Plans/Contracts by Staff

Scenario 1: MCG+ EvvClientUpdated

Steps

Internal testing only.

Topics

• Client • Third Party Solution

ECS-61129 Summary | Details

Adelphoi Custom Invoice Output

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
Claim Output
Claim Output Ready
Claim Receivers Setup Form Set
Client Search
Critical Information
Facility Placement for a Person [VIEW]
Generic Facility View [VIEW]
Immediate Billing Run Request [ADD]
Receiver Information Generic [EDIT]
Submitter Information

Scenario 1: Adelphoi Invoice Output 2024 Date and Certificate Logic

Specific Setup:

The "Alternative Claim Output Format" is set for the "Adelphoi Custom Invoice".
Service for billing to be produced within the billing run for output.
User has access to Finance Setup and Finance modules.

Steps

Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
Create a new billing run.
Once completed, open the batch and create output.
Validate the "Service Month" matches the "From Date/To Date" field.
Validate the "Certificate Number" matches the "License Number" for the managing office.
Click the "Print" button.
Verify the "Page Number" and "Receiver Name" are present.
Close .

Topics

• Finance • Finance Setup

ECS-61132 Summary | Details

ChartMeds Inbound HL7

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]
Medication Complete Form [EDIT]

Scenario 1: HL7 RDE^O11 Creates New Medication in Drug Library

Steps

Internal Testing Only.

Topics

• Third Party Solution

ECS-61137 Summary | Details

Adding Progress Note to Locked Event

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

Client Search
Client Service Entry
Client Service Management Form Set
General Client Assessment [ADD]
Notes [ADD]
Notes [EDIT]
Notes [VIEW]
Staff - Service Providers (by Staff_id)

Scenario 1: Validate Add/Edit/Delete Access Off A Progress Note On A Locked Event

Specific Setup:

Requires an event that is set up with "Progress Note".
Requires an event that can be locked, scenario works with an event that is set up as "Can Submit".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Add Event" and select desired event.
Fill in required fields.
Under "Progress Note" enter a desired note.
Save.
Click "Actions" button and select "Submit".
Click "Actions" button and select "Notes".
Click "Actions" button on the progress note row and validate "Delete" button does not exist.
Open the progress note.
Validate it is in "View" mode and cannot be edited.
Validate "Delete" button does not exist.
Close the progress note.
Click "Add New" and select "Notes".
Enter desired staff and new progress note.
Save.
Validate the listing contains the second note.

Topics

• Service Entry

ECS-61151 Summary | Details

Custom Northwood GL Extract

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

Agency [EDIT]
Claims Maintenance NX Form Set
Excel Output
Finance Transactions Log [EDIT]
GL Extract Type

Scenario 1: Validate GL Extract When Configured in Agency Setup

Specific Setup:

System has been configured to use GL Extract Type "Northwood GP (V2)".
Claim has been resubmitted several times and then written off.
Month has been posted.

Steps

Navigate to "Finance > Close Month > Close Month > Monthly Postings".
Select "Monthly Posting".
Click on "Download GL Extract (Alt)" link.
Locate "Claim".
Verify the "Action Date" and "Action Code" columns display for GL Transaction JE# records.

Topics

• Finance

ECS-61169 Summary | Details

Supervising Provider in Group Activities

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

Activities - Group Activities [ADD]
Activities - Group Activities [EDIT]
Activities Short Form wo Acts(Read Only) [EDIT]
Client Search
Client Service Entry
Get Date Time [EDIT]
Provider Sites by Program
Select Group
Staff - Service Providers by Program and Facility

Scenario 1: Ensure Supervising Provider in Groups Activity Displays in Client Service Entry

Specific Setup:

Group Activity form has been configured with "Supervising Provider".
Client Service Event form has been configured with "Supervising Provider".
Client is enrolled in the Group.

Steps

Navigate to "Groups > Service Management > Service Management > Activities".
Select "Group".
Create new activity and select "Supervising Provider".
Fill out all other required fields, check "Client" as present, save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select "Client" and open service event from Group Activity.
Validate "Supervising Provider" displays the Staff added in the Group Activity.
Return to "Groups > Service Management > Service Management > Activities".
Update Group activity with a different "Supervising Provider", save.
Return to "Client > Case Management > Service Management > Service Entry".
Reopen the service event.
Validate the "Supervising Provider" has updated with the new information.
Return to "Groups > Service Management > Service Management > Activities".
Update Group activity by clearing out "Supervising Provider", save.
Return to "Client > Case Management > Service Management > Service Entry".
Reopen the service event.
Validate the "Supervising Provider" has updated with "Supervising Provider" cleared out. .

Topics

• Groups

ECS-61185 Summary | Details

Call Center: Save & New Call

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

CallCenterlisting
Diversion Control [EDIT]
DOB Search [ADD]
Facilities for Restrictions Subform
Restrictions UA [EDIT]
Call Center Search Forms [ADD]
Call Disposition with Intake [EDIT]
Client Search
Client Service Entry

Scenario 1: Validate “Save & New Call” After Completed Call Removes Original Values on Call Form

Specific Setup:

At least two Call Center Events already entered, not yet e-signed; one completed and one not completed.

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Use Filters to show "Calls" from preconditions.
Click on a "Non-Completed Call Event".
Click "Save & New Call".
Verify new Call Event Form opens as blank (only Date/Staff populated).
Cancel new call.
Click on a "Completed Call Event".
Click "Save & New Call".
Verify new Call Event Form opens as blank (only Date/Staff populated).
Cancel new call.
Click on a "Completed Call Event".
Do not change any values, and click "Save & Close".
Verify Form closes and is back to Call Center.

Scenario 2: Validate Save & New Call Function

Specific Setup:

Requires a call center event that is set up with Additional Documentation and/or Follow Up events.

Steps

Navigate to "Taskbar > Call Center > Call Center > Call Center".
Click "New Call"
Select desired call form.
Fill in required fields for the client phone number, name etc.
Click "Next".
Select desired client or new caller.
Click "Next".
Select desired event.
Fill in required fields.
Under "Additional Documentation" select desired event.
Fill in required fields for the "Additional Document".
Save the "Additional Document".
On the call center form click "Save & New Call".
Validate a new call center event opens is blank.
Repeat steps 4-9.
Under "Additional Documentation" validate there are no events listed.
Add "Additional Documentation".
Click "Save & Mark Completed".

Topics

• Call Center

ECS-61202 Summary | Details

Bells.AI - Patient Signatures

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

2. Simple Service Entry [VIEW]
Activities Short Form wo Acts(Read Only) [VIEW] *SIGNED*
Capture Signature Draw Tab
Client Search
Client Service Entry
Clinician view unlock
Locations
Nav Rail
Note Dialog
Patient Chart
Patient View
Patients Clients Tab
Place of Service
sign note
Start Note
Who is signing

Scenario 1: Bells.AI - Validate Patient Signatures in Bells.AI Display in myEvolv

Specific Setup:

In Bells.AI a note type that exists that contains the ability to capture a signature.

Steps

Log into Bells.AI.
Select the client.
Create a note with the "Patient Signature" present.
Capture the signature.
Validate the signature displays on the Bells.AI note.
Complete 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.
Validate the "Patient Signature" matches the signature obtained in Bells.AI

Topics

• Service Entry

ECS-61250 Summary | Details

Multi Agency Staff With Security Workgroups

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

Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Staff Workgroups Enrollment Subform
Workgroup Table

Scenario 1: Multi Agency Workgroups - Validate The Staff Profiles Display The Workgroups In That Agency

Specific Setup:

At least two agencies exist in the system. In this test they will be referenced as "Agency1" and "Agency2".
A user id that has access to both agencies.
Workgroups are known in each agency.
Each agency has at least one unique workgroup name.

Steps

Log into the first agency, "Agency1".
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select the staff name to be used.
Select the agency, "Agency1" from the agency listing.
Select the "Enrollment into WorkGroups" SubForm.
Select the search icon for the "workgroup name" look up table.
Validate the workgroups that display belong to "Agency1".
Log out of the system.
Log into the first agency, "Agency2".
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
Select the staff name to be used.
Select the agency, "Agency2" from the agency listing.
Select the "Enrollment into WorkGroups" SubForm.
Select the search icon for the "workgroup name" look up table.
Validate the workgroups that display belong to "Agency2".

Topics

• Agency • Staff • Workgroup

ECS-61262 Summary | Details

Resource Family Portal Routing

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

Client (Resource Family Portal)
Foster/Adoptive Home Information Form Set
HRC/OH Documentation Reqs - Reapproval [VIEW] *APPROVED*
HRC/OH Documentation Reqs - Reapproval [VIEW] *SIGNED*
Profile Scheduled Tasks [ADD]
Resource Family Portal -- Tasks
Resource Family Search
Rquirement Supervisor Route
Worker Assignments Foster Home [EDIT]

Scenario 1: Resource Family Portal Supervisor Route

Specific Setup:

Requires an "Resource Family" event that is linked to "Resource Family Portal Supervisor Route".
Resource family should have a "Primary Worker" set.

Steps

Navigate to "Resource Families > Foster/Adoptive Home > Information > Requirements".
Select desired "Resource Family".
Schedule desired event.
In "Resource Family Portal" complete the scheduled event and "Submit To Case Worker".
In "Evolv NX" open the event and click on the "Routing Actions" button.
Validate the event has been routed to the "Primary Worker".
Route the event to "Supervisor".
Log in as the supervisor.
Navigate to "Resource Families > Foster/Adoptive Home > Information > Requirements".
Select desired "Resource Family".
Open the event.
Click on "Routing Actions" and "Approve" the route.

Topics

• Resource Families • Resource Family Portal • Routing

ECS-61275 Summary | Details

Authorization Alerts Job

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

BillingProcessHistory
EvolvUtils

Scenario 1: Create Scheduled Job for Authorization Alerts Optimization

Specific Setup:

Access to "Finance > Utilities > Finance Utilities > Finance Utilities".

Steps

Navigate to "Finance > Utilities > Finance Utilities > Finance Utilities".
Run "Create Scheduled Job for Authorization Alerts".
Validate quick successful run.

Topics

• Finance

ECS-61337 Summary | Details

Claim Listing Lookup Table

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

Claim - Manual Adjustment [ADD]
Claim - SSPS Roster Type D [ADD]
Claim Listing - Submitted
Claims - Manual Adjustments
Claims - SSPS Roster Type D
Claims Maintenance NX Form Set
Manual Adjustment Claim 2.0 Form Set

Scenario 1: Validate Claim Status On Claim LUT

Specific Setup:

Requires various claims with different statuses.

Steps

Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
Click "Select Claim" button.
Search for the desired claim.
Validate it contains desired status.
Repeat for claims with a different status.
Repeat test for Manual Adjustment claims.
Repeat test for SSPS Roster Type D claims.

Topics

• Finance

ECS-61339 Summary | Details

Front Desk Calendar

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

Active events by Program or Clinic2
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker
Service and Attendance Facilities Listing
Staff - Service Providers (by Staff_id) NES
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff Schedule [EDIT]
Staff Schedule Details B2 Subform
People Search with New
Program by Managing Office and Agency
Staff - Service Providers by Program and Facility

Scenario 1: Staff Work Schedule Location/Site

Specific Setup:

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

Steps

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

Scenario 2: Validate "Unavailable on Schedule"

Specific Setup:

Agency > Staff & Security > Staff Information > Work Schedule is set for a location.
Staff has access to Front Desk.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set the desired "Location".
Click the "View Calendar".
Set the filter to the desired staff and date.
Validate the appropriate block of time contains "Unavailable on Schedule".

Scenario 3: Validate Appointment Is Visible When Staff Is at Multiple Locations

Specific Setup:

Work schedule availability is set for staff on one day and multiple locations.
Location 1
Location 2
Staff has "Allow Front Desk Scheduling Across Locations" set.
User has access to Staff and Security.
User has access to Front Desk module.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set the "Location" to the first location.
Click the "View Calendar".
Set the filter to the desired staff and day that contains the multiple locations.
Validate the desired "Start Time" and "End Time" are available.
Set the "Location" to the second location.
Set the filter to the desired staff and day that contains the multiple locations.
Validate the desired "Start Time" and "End Time" are available.
Set the "Location" to the first location.
Set the filter to the desired staff and day that contains the multiple locations.
Click the "New Appointment" button.
Set the desired/required fields and save.
Close the window.
Set the "Location" to the first location.
Set the "Date" to the date used for the new appointment.
Click on "Apply Filters" and validate the newly created appointment is within the "Scheduled" column.
Set the "Location" to the second location and click on the "Apply Filters" button.
Validate the newly created appointment is not present for this location.

Scenario 4: Advanced Filter - Staff Within Multiple Locations

Specific Setup:

Work schedule availability is set for staff on one day and multiple locations.
Staff has "Allow Front Desk Scheduling Across Locations" set.
User has access to Front Desk module.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set the desired filters.
Click the "View Calendar" button.
Set the "Facilities" to one of the desired locations.
Click on "Advanced" within the filters section.
Set the "Staff" field and "Date Range" fields, which contain the staff/date with multiple locations set.
Set any other desired/required fields and click on the "Search" button.
Validate the "Available Time".
Close the window.

Topics

• Agency • Front Desk • Staff

ECS-61348 Summary | Details

Finance Report - "A/R Account Balances"

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 - Manual [EDIT]
Claim Maintenance - Manual 2.0 Form Set
Claims - Manual
Report Parameters PickList
Report Selection Picklist
Report: Account Receivable Balances

Scenario 1: Manual Claims Report "A/R Account Balances"

Specific Setup:

Manual claim that was converted into Finance NX with zero balance.
User has access to Finance module.

Steps

Navigate to "Finance > Reports > GL Transactions > A/R Account Balances".
Set the "As Of Month" and "As Of Year" fields.
Set the "Report Selection" to "Aging Details by Client - Age From Service Date".
Set the "Parameters" to "Client" with the desired client within the "Value" field.
Click the "Preview" button.
Validate the output does not contain the converted claim with a zero balance.

Topics

• Finance • Reports

ECS-61508 Summary | Details

myEvolv Anywhere - Event Log Based SubForms

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

Client Related Task - New [ADD]
Client Service Entry
Home Screen
Interface Design Form Set
NX Event Based Sub Form [EDIT]
Schedule - Month

Scenario 1: myEvolv Anywhere Event Log Based SubForms

Specific Setup:

Form configured with an "Event SubForm".
User has access to the myEvolv Anywhere application.
MyEvolv Anywhere enabled myEvolv environment.

Steps

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired client.
Click the "Schedule Task" button.
Select desired task from the drop down list.
Fill out required fields.
Click "Save".
Validate the recently created task is listed containing a status of "Scheduled".

myEvolv Anywhere

Sync Data.
Tap the "View Schedule" button.
Tap on the "Arrow" button on the appointment cell.
Scroll to the portion on the form that contains the SubForm and enter data.
Tap the "Save" button.
Tap the "Submit" button.
Draw the signature.
Tap "Submit".

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select the same client and click "Refresh".
Validate the status contains "Signed/Submitted".
Open the event and validate that the data entered within the SubForm from myEvolv Anywhere is present.
Validate the E Sign Staff Name is the same staff utilized within myEvolv Anywhere.
Click the "X" to close.

Topics

• myEvolv Anywhere

ECS-61544 Summary | Details

Front Desk Calendar - Staff Work Schedule

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

Active events by Program or Clinic2
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff Schedule Details B2 Subform
Staff Schedule [EDIT]

Scenario 1: Validate Scheduling an Appointment After Block Time, Does Not Change the Blocked Time Off

Specific Setup:

Staff work schedule is set within "Agency > Staff & Security > Staff Information > Work Schedule".
Schedule containing a full day with a blocked time in-between start/end times.
User has access to Front Desk module.
Staff Listing: This option filters the calendar to show a specific staff member. To be included in the Staff List on the Front Desk calendar, a staff member must have a facility designated as a primary managing office, have a job title that is flagged as "Listed in Calendar Staff List", and not be end-dated.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click on the "View Calendar" button.
Set the desired staff within the filters.
Click on the desired date within the calendar.
Validate "Unavailable on Schedule" displays for desired time.
Click on "New Appointment".
Set the "Facility" to the facility that contains the blocked time.
Set the "Staff Responsible" that contains the blocked time.
Set the "Date/Time" to be either before/after the blocked time.
Set any other desired/required fields and click "Save".
Validate the "Unavailable on Schedule" displays for the desired time.

Scenario 2: Front Desk Schedule – Staff With Multiple Blocks and Locations

Specific Setup:

Staff work schedule is set within "Agency > Staff & Security > Staff Information > Work Schedule".
Schedule containing a full day with a blocked time in-between start/end times.
Schedule for the same day split time between two different locations.
Schedule containing information within the "Description".
User has access to Front Desk module.
Staff Listing: This option filters the calendar to show a specific staff member.
To be included in the Staff List on the Front Desk calendar, a staff member must have a facility designated as a primary managing office, have a job title that is flagged as "Listed in Calendar Staff List", and not be end-dated.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set desired "Location".
Click on the "View Calendar" button.
Set the desired staff within the filters.
Click on the desired date within the calendar.
Validate "Unavailable on Schedule" displays for desired dates/ time(s).
Validate the available time slots for desired date/time(s).
Validate desired "Description" displays within set time slots.
Click on "Facilities" drop down and select the other location.
Validate "Unavailable on Schedule" displays for desired dates/ time(s).
Validate the available time slots for desired date/time(s).
Validate desired "Description" displays within set time slots.

Topics

• Front Desk

ECS-61553 Summary | Details

myEvolv Anywhere - Forms Setup Lookup Tables

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

All Look-up Tables Listing (filtered)
Client Related Task - New [ADD]
Client Search
Client Service Entry
FormDesigner
Home Screen
Interface Design Form Set
NX Event Log Field [EDIT]
Schedule - Month
Scynchronization Screen

Scenario 1: myEvolv Anywhere - "All People By Agency" Look Up Table

Specific Setup:

All People By Agency Look Up Table must be set on event.
myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere.
Client within myEvolv Anywhere.

Steps

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry" and select desired client.
Click on "Schedule Task" and select the desired event.
Set the desired/required fields and save.

myEvolv Anywhere

Sync the application.
Tap the "View Schedule" button.
Tap on the "Arrow" button on the desired appointment cell.
Tap the magnifying glass to search the "Location".
Select the desired location.
Tap the "Submit" button.
Draw signature and tap the "Submit" button.
Tap the "View Schedule" button.
Tap on the "Arrow" button on the same appointment cell.
Validate alert message containing "Client Entry is already completed, This item has a status of Completed".
Tap the "Ok" button.

Topics

• myEvolv Anywhere

ECS-61571 Summary | Details

myEvolv Anywhere Look Up Tables

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

Client Related Task - New [ADD]
Client Search
Client Service Entry
Schedule - Month

Scenario 1: myEvolv Anywhere - Filter Look Up Tables

Specific Setup:

Event containing a Look Up Table.
myEvolv Anywhere enabled environment.
Access to the myEvolv Anywhere.
Client available within myEvolv Anywhere.

Steps

MyEvolv

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click the "Schedule Task" button and select the desired event.
Enter desired/required information and save.

myEvolv Anywhere

Tap the "View Schedule" button.
Tap on the desired scheduled event.
Navigate to the portion of the event that contains field(s) with the desired Look Up Table and tap "Add".
Tap the magnifying glass to search within this field.
Tap the down arrow and select desired type to be filtered.
Set any additional fields.
Set the search criteria and tap "Filter".
Validate the returned data.
Select the desired item.
Set any other additional/required fields and tap "Done".
Tap "Save".
Validate the selection displays and tap "Submit".
Draw signature and tap "Submit".

Topics

• myEvolv Anywhere

ECS-61573 Summary | Details

myEvolv Anywhere - Alerts

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

Alerts - View [VIEW]
Appointment Information
Client Related Task - New [ADD]
Client Service Entry

Scenario 1: myEvolv Anywhere Draft Alerts

Specific Setup:

myEvolv Anywhere enabled myEvolv environment.
Access to the myEvolv Anywhere.
Client within myEvolv Anywhere.

Steps

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry" and select desired client.
Click on "Schedule Task" and select the desired event.
Set the desired/required fields and save.

myEvolv Anywhere

Sync the application.
Validate the recently scheduled task is present.

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry" and select the same client.
Click on "Schedule Task" and select the desired event.
On this second task, set the desired/required fields and save.
Validate the "Status" contains "Scheduled".
Click the "Actions" button and select "Complete Task" and save.
Validate the "Status" contains "Pending Submission".

myEvolv Anywhere

Tap the "View Schedule" button.
Tap on the "Arrow" button on the appointment cell that contains the first scheduled event.
Tap the "Submit" button.
Draw signature and tap the "Submit" button.

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry" and select the same client.
Click the "Refresh" button.
On the event with the "Pending Submission", click on "Actions" and select "Submit Service".
Click "Yes" on the "Are you sure you wish to submit this event?" message.

myEvolv Anywhere

Tap the "View Schedule" button.
Tap on the "Arrow" button on the appointment cell that contains the first scheduled event.
Tap the "Submit" button.
Draw signature and tap the "Submit" button.

myEvolv

Navigate to "Client > Case Management > Service Management > Service Entry" for the same client.
Click the "Refresh" button.
Validate the below:
First event is within "Signed/Submitted" status.
Second event is within "Pending Approval" status.
Third event is within "Draft" Status.
Click the "View Alerts" bell icon.
Validate the alert "A validation error occurred while saving. However, the service was successfully saved as a draft. Please review the information below. Then please correct the validation errors in myEvolv and attempt to save again" displays.
Close the "Alert" window.

Topics

• myEvolv Anywhere

ECS-61606 Summary | Details

Basic Approval Route With Options

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

Client Search
Client Service Entry

Scenario 1: Validate Route Back For Revision On Basic Approval With Options Route

Specific Setup:

NX Routing should be enabled.
Requires an event that is linked to "Basic Approval w/Options".

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click "Add Event" and select desired event.
Fill in required fields and click "Save".
Open the event and click the "Routing" button.
Click "Submit to Supervisor".
Submitted it to the desired "Supervisor".
Enter a note and click "Route"
Log in as desired "Supervisor".
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview
Open the "My Routed Tasks NX" widget.
Validate the desired event is listed.
Open the event.
Click the "Routing" button.
Click "Route Back for Revision".
Set desired note.
Click "Route".
Validate the widget refreshes and the event is no longer listed.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Open the desired event.
Click "Routing" button.
Validate the "Current Assignee" is set to the staff who submitted the event.

Topics

• Client • Incidents • Routing • Service Entry • Treatment Plans

ECS-61635 Summary | Details

Bells.AI - Goal Comments

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 Goal Comments Sync to myEvolv

Specific Setup:

In Bells.AI a note type that exists that contains a "Goals" section.
A client that exists in myEvolv that has a Treatment Plan with Goals Attached.
The client exists in Bells.AI

Steps

Log into Bells.AI.
Select "Client" in the precondition.
Create a service with a note with the "Goals" area present.
Select the Goals and click "Finish".
Validate a "bubble" icon exists next to the goal.
Click on the icon.
Enter a note in the "Comment" section that is displaying.
Fill in any other required fields.
Sign the note.
Log into myEvolv.
Navigate to "Client > Case Management > Service Management > Service Entry".
Validate the event created displays and is accurate.
Validate the "Comment" displays on the form.

Topics

• Service Entry • Treatment Plans

ECS-61641 Summary | Details

Create Mirror Services Billed

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]
All Clients With Security for Reports
Client Search
Critical Information
Program Enrollment Modifier [ADD]
Program Enrollment Modifier Look Up Table
Report Parameters PickList
Report Selection Picklist
Report: Actual Care Days
Report: Invoice Retros

Scenario 1: Validate Flag Create Mirror Services, Create Mirror Services Billed 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 Services Billed" is unchecked.
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 Services Billed".
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.

Scenario 2: Validate Create Mirror Billing Invoice Flag

Specific Setup:

Requires a client that has been billed "Facility Placement" and "Invoice" created for the "Facility Placement".
Client can also have a "Program Modifier" change that can bill a different rate.
Plan/Contract used for billing should be flagged for "Care Day Reporting".

Steps

Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Select desired client.
Add a new "Program Modifier".
Navigate to "Setup > System > EvolvCS System Setup > System Settings/Preferences".
Validate is "Create Mirror Services Billed and Create Mirror Claims and Invoices" is checked.
Wait for mirror billing to process
Navigate to "Finance > Reports > Accounts Payable > Past Invoice Verification".
Set parameters for desired client.
Click "Preview"
Validate the report contains the recent data from the ":Program Modifier" change.
Navigate to "Client > Reports > Finance Reports > Actual Care Days".
Select desired client.
Set desired data parameters.
Click "Preview".
Validate the report returns desired data.

Topics

• Finance • Reports

ECS-61648 Summary | Details

TeleHealth Appointment Messages

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

Client Related Task - New [ADD]
Client Related Task - New [EDIT]
Client Search
Client Service Entry
Client Related Task - New [DELETE]

Scenario 1: Validate Message Transmissions - TeleHealthAppointmentCreated/Updated

Steps

Internal testing only.

Scenario 2: Validate Message Transmissions - TeleHealthAppointmentDeleted

Steps

Internal testing only.

Topics

• Telehealth

ECS-61698 Summary | Details

Daily Tickler Alert Job

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-61797 Summary | Details

MyEvolv Anywhere - Look Up Table Validation

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

FormDesigner
Interface Design Form Set
NX Event Log Field [EDIT]

Scenario 1: myEvolv Anywhere – Warning for Look Up Table

Specific Setup:

User has access to Setup module for form design.
Form is marked as mobile compatable and visible.

Steps

Navigate to "Setup > User Tools > Interface Design > Form Designer" and select the desired "Form Family".
Click on the desired form from the "Form List".
Expand the desired item that currently contains a value within the "Look-Up Table Used".
Update the "Depends on Other" with the desired value and click the "Save" button.
Validate an alert message containing "The following form(s) are marked as Mobile Compatible and contain look-up table field(s) that have a Depends on Expression that cannot be evaluated in myEvolv Anywhere. This may result in more values being visible in myEvolv Anywhere than what would be visible in myEvolv NX. Selections will be evaluated upon submission to myEvolv NX, and events containing an invalid selection will be saved in Draft status." displays.
Click the "Ok" button.
Either continue with your desired modifications or cancel/clear your changes.
Save

Topics

• Forms • myEvolv Anywhere • Setup