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myInsight NX 11.0.0025.07 Acceptance Tests

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ECS-53343 Summary | Details
11.0.0100, 11.0.0025.07, 11.0.0050.04, 11.0.0075.01
Closed Inventory Container Utility
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Open Closed Containers Form Set
  • Closed Inventory Container [EDIT]
  • UpdateHistory
  • Alerts - Send [ADD]
  • Print Preview
  • Closed Inventory Containers
  • Inventory Container Management Form Set
  • Inventory Container
  • Container Transaction [ADD]
Scenario 1: Open Closed Container - Opening A Container To Be Used With the "Closed Inventory Container"
Specific Setup:
  • A container that is in the "Empty" status for an "Immunization" item.
  • A container that is in the "Empty" status for a "Medication" item.
  • A container that is in the "Empty" status for a "Supply" item.
Steps
  1. Navigate to "Agency > Inventory Management > Open Closed Containers > Closed Inventory Container".
  2. Click the "Select Container" button.
  3. Search for the "Empty" container in the precondition.
  4. Select the container.
  5. Check the "Is Open" check box.
  6. Click the "Save" button.
  7. Validate the form refreshes and the container displays.
  8. Select the "Select Container" button.
  9. Validate the container does not display in the look up table.
  10. Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
  11. Click the "Inventory Container" button.
  12. Search for the container that just had the status changed.
  13. Validate the "Status" is "Active".
  14. Select the container.
  15. Add an adjustment to make the value greater than zero.
  16. Search for the container and validate the remaining amount in the look up table indicates the valued entered.
Topics
• Inventory - Immunizations • Inventory - Medications • Inventory - Supplies
ECS-55884 Summary | Details
11.0.0050, 11.0.0025.01
DFT Outbound IN1 Segment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HL7 Outbound v2.0 Form Set
  • HL7 Document Types Setup Link
  • HL7 Outbound [ADD]
  • HL7 Outbound [EDIT]
Scenario 1: DFT IN1 Segment Outbound - Exporting Generated Claims - Not Self Pay
Specific Setup:
  • The system is configured to send data to third parties via HL7 formats.
  • Set the event up on the Program level to have "Allow HL7 Outbound" flag is checked.
  • A Client will exist that will be used to create a service.
  • That service has a claim generated and the values are known.
  • The "HL7 Outbound Setup" is created via the Agency Setup > Other Setups > HL7 Outbound Setup > HL7 Outbound Setup.
  • This will transmit data to a third party application.
  • The client is not a self pay client.
Steps
  1. Navigate to "State Reporting > Files Processing/Generation > HL7 Outbound v2.0 > HL7 Outbound v2.0".
  2. Click "Select HL7Outbound" button, and select the "Document Type" configured for this process.
  3. Add a new record.
  4. Check the "Check Off to Process" check box.
  5. Save.
  6. Processing will start.
  7. When this completes, the data will be sent to the third party application.
  8. Have the data reviewed to determine it is accurate.
Scenario 2: IN1 Segment Outbound - Exporting Generated Claims - Self Pay
Specific Setup:
  • The system is configured to send data to third parties via HL7 formats.
  • Set the event up on the Program level to have "Allow HL7 Outbound" flag is checked.
  • A Client will exist that will be used to create a service.
  • The client has a Self Pay Benefit Assignment only.
  • That service has a claim generated and the values are known.
  • The "HL7 Outbound Setup" is created via the Agency Setup > Other Setups > HL7 Outbound Setup > HL7 Outbound Setup.
  • This will transmit data to a third party application.
Steps
  1. Navigate to "State Reporting > Files Processing/Generation > HL7 Outbound v2.0 > HL7 Outbound v2.0".
  2. Click "Select HL7Outbound" button, and select the "Document Type" configured for this process.
  3. Add a new record.
  4. Check the "Check Off to Process" check box.
  5. Save.
  6. Processing will start.
  7. When this completes, the data will be sent to the third party application.
  8. Have the data reviewed to determine it is accurate.
Topics
• CareConnect • State Reporting
ECS-56030 Summary | Details
11.0.0050, 11.0.0025.01
HL7 Standard Codes for Religion
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Standard Codes Maintenance Form Set
  • Value Set
  • Value Sets Maintenance [EDIT]
  • Code System Maintenance [EDIT]
  • Client Personal Information [EDIT]
  • Religion Table
  • Standard Codes [EDIT]
  • Tables Maintenance - Simple Form Set
  • Look-up Tables Maintenance - Simple
  • GenericBrowse
Scenario 1: Validate RELIGION (HL7) Look Up Table
Steps

Internal testing only.

Scenario 2: HL7 Religion ADT PID-17 Segment
Steps

Internal testing only.
Topics
• Setup • Third Party Solution
ECS-56594 Summary | Details
11.0.0050, 11.0.0025.02
HL7 Outbound DFT Segment PR1-3.3 "CPT" Code Value
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HL7 Outbound v2.0 Form Set
  • HL7 Document Types Setup Link
  • HL7 Outbound [ADD]
  • HL7 Outbound [EDIT]
Scenario 1: DFT Outbound PR1-3.3 - Validate Code Value Is "CPT"
Steps

Internal Testing Only.
Topics
• CareConnect
ECS-56642 Summary | Details
11.0.0050, 11.0.0025.02
FIS - Void Payments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FIS Billing Solutions - Payment Entry
  • FIS Billing Solutions - Payment Review
  • FIS Billing Solutions - Receipt
  • Cash Received - Credit Card [EDIT]
  • Credit Card Payments Form Set
  • Credit Card Devices - All
  • Cash Received - Credit Card [ADD]
  • All Client Guarantors - Self Pay
  • All Clients By Guarantor - Self Pay
  • Credit Card Brand
Scenario 1: FIS - Validate Void Transactions
Steps
  1. Navigate to "Finance > Remittance Processing > Credit Card Payments > Payments".
  2. Click the "Add New" button.
  3. Select "Cash Received - Credit Card" from the "Add New" drop down list.
  4. Fill out required fields.
  5. Click Save.
  6. After clicking save, it will re-direct you to the "FIS Billing Solutions" page.
  7. Fill out required fields.
  8. Click "Process Payment".
  9. Verify the payment has been processed and click "Finish".
  10. Close out of the webpage.
  11. Click the "Refresh" button.
  12. Verify the FIS payment is listed.
  13. Click on the payment.
  14. Click the "Void Payment" checkbox.
  15. Click "Save".
  16. Verify the payment void action has been saved.
Topics
• Finance
ECS-56778 Summary | Details
11.0.0050, 11.0.0025.02
Staff ID Number in HL7 messages
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Immunizations - Public Health [ADD]
  • Program Listing by Agency and Service Event
  • Service Facilities Listing
  • Vaccines In Inventory
  • Staff Distinct Listing by Agency (Staff ID)
  • Vaccine Funding Source
  • VFC Eligibility
  • Inventory Container By Vaccine
Scenario 1: HL7 Outbound - Validate Sending Staff ID Numbers
Steps

Internal Testing Only.
Topics
• Third Party Solution
ECS-56847 Summary | Details
11.0.0050, 11.0.0025.02
Formatting The "HIV Diagnosis Date", Segment "ZHI-3"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Header
  • Select Client
  • PH MV Sexual History [EDIT]
  • PH MV HIV Risk Assessment [EDIT]
  • Client Personal Information [EDIT]
  • GenericBrowse
Scenario 1: HL7 Outbound - Sending HIV Information In ClientEventUpdate Message
Steps

Internal Testing Only.
Topics
• CareConnect
ECS-56856 Summary | Details
11.0.0050, 11.0.0000.06, 11.0.0025.02
Insurance Payload Messages Integrate OrderConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Self Pay [ADD]
  • Relationship - Family Table
  • Self Pay [Edit]
Scenario 1: OrderConnect - Validate Payor Information Messages
Steps

Internal Testing Only.
Topics
• OrderConnect
ECS-57321 Summary | Details
11.0.0100, 11.0.0025.07, 11.0.0050.04, 11.0.0075.01
Sliding Fee And Calculate Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Yearly Income (SF) myInsight Subform
  • Income Source Table
  • Sliding Fee Eligibility [EDIT]
  • FrontDeskCheckIn
  • FinanceClaims
  • AR Management
  • Cash Receipts for Remittance
  • Claims Submission For Remittance NX [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim 2.0 [EDIT]
Scenario 1: Validate Calculate Rate Honors Sliding Fee After Partial Payment
Specific Setup:
  • Requires a client with a "Self Pay Benefit Assignment" that is flagged to "Use Automated Sliding Fee Scale".
  • Self Pay should be set up with a rate to bill the service.
  • Client should have "Sliding Fee Eligibility" set up.
  • Sliding Fee Scale should be set up for the program client is enrolled in.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Add a partial payment to the claim.
  5. Click "Add Action".
  6. Select "Resubmit to Other/Waterfall".
  7. Validate the "Submit To" field is the "Self Pay Benefit Assignment".
  8. Under "Amount Type" select "Calculate Rate".
  9. Validate "Calculate Rate" return the desired "Amount" based of the clients "Sliding Fee" setup.
  10. Save.
  11. Wait for billing to run.
  12. Open the second submission.
  13. Validate it was generated for the desired amount.
Topics
• Finance
ECS-58180 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05
Immunization History Records PID-3 ID Values
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Historical Immunizations Registry - Public Health [EDIT]
  • Standard Codes - disease with Presumed Immunity
  • Historical Immunizations Registry - Public Health [ADD]
  • Program by Client's Service Track and Service
  • Provider Sites by Program
  • Standard Codes - Immunization Form Entry
  • Vaccine Lookup
Scenario 1: UpdateVaccination - PID 3 - Validate ID Is Agency ID Of Client
Specific Setup:
  • The system was configured by Netsmart to the newest method of sending SDK file types.
  • The Agency ID was configured by Netsmart to be the PID 3 Identifier.
Steps
  1. Navigate to "Client > Client Information > Health Information > Immunizations - Public Health".
  2. Select the event "Historical Immunizations Registry - Public Health".
  3. Fill the form in with a vaccine used.
  4. Do not fill in the "Disease With Presumed Immunity" or the "Disease with Serological Evidence of Immunity".
  5. Set the "Patient Registry Status" to "Active".
  6. Set the "Immunization Registry Status" to "Ready for Submission".
  7. Set the "History" to "New Immunization record".
  8. Save the form.
  9. The message will be transmitted.
  10. Have the third party validate the HL7 file, id in segment PID 3.1 is the "Agency Id" of the client.
Topics
• CareConnect • Immunizations
ECS-59266 Summary | Details
11.0.0100, 11.0.0025.07, 11.0.0050.04, 11.0.0075.01
CareConnect HL7 PID 5.7
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Personal Information [EDIT]
  • Name Type (HL7)
  • Agency [EDIT]
  • Historical Immunizations Registry - Public Health [EDIT]
Scenario 1: Validate ImmunizationUpdate useCode Field and PID-5.7 CareConnect HL7 Payload Messages
Specific Setup:

Internal testing only

Steps

Internal testing only
Topics
• Client