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myInsight NX 11.0.0075.01 Acceptance Tests

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ECS-53343 Summary | Details
Closed Inventory Container Utility
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alerts - Send [ADD]
  • Closed Inventory Container [EDIT]
  • Closed Inventory Containers
  • Container Transaction [ADD]
  • Inventory Container
  • Inventory Container Management Form Set
  • Open Closed Containers Form Set
  • Print Preview
  • UpdateHistory
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-57321 Summary | Details
Sliding Fee And Calculate Rate
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 Output Ready
  • Claim/Invoice Batch [VIEW]
  • Claims Submission For Remittance NX [EDIT]
  • FinanceClaims
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-59099 Summary | Details
OrderConnect Drug Library Names
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Drug Category
  • Drug Library Form Set
  • Drug Library Maintenance [EDIT]
  • Drug Library Table
  • Medication Item No Program [ADD]
  • OrderConnect Current Medication Profile
  • OrderConnect Custom Orders
  • OrderConnect Order Confirmation
  • Program Enrollments For Use With OrderConnect
Scenario 1: OrderConnect Medication Inventory Sync
Specific Setup:
  • Agency configured for OrderConnect.
  • User has access to OrderConnect.
Steps
  1. Navigate to "Client > Public Health > Medication List > Medications Administered/Issued".
  2. Click the "Select Client" button and select the desired client.
  3. Select "OC e=Prescription" from the header "Action" dropdown listing.
  4. Click the desired "Program" cell.
  5. Within OrderConnect, click the "New RX" checkbox, and click the "GO" button.
  6. Set the "Drug Name" to the desired drug name.
  7. Selected desired item from the "Medication List" listing, and click the "Next" button.
  8. Set the below fields:
  9. "#Dose"
  10. "Unit"
  11. "Schedule"
  12. Click the "Calc" button.
  13. Click the "Submit Order" button.
  14. Set the "Prescriber:" dropdown to desired prescriber.
  15. Click the "Accept" button.
  16. Click the "Close Chart" button.
  17. Navigate to "Agency > Inventory Management > Inventory Item Setup > Medication Item No Program Setup".
  18. Click the "Add New" button, and select the "Medication Item No Program" from the event listing.
  19. Click the search within the "Medications" field.
  20. Search for the recently entered "Drug Item" entered within OrderConnect, and validate the order displays.
  21. Click the "X" to close the window, and click the "Cancel" button.
  22. Click on the "OK" button on the "Cancelling will discard all changes. Are you sure?" alert.
  23. Navigate to "Client > Public Health > Medication List > Medications Administered/Issued"
  24. Click the "Select Client" button and select the same client previously selected.
  25. Select "OC e=Prescription" from the header "Action" dropdown listing.
  26. Click the desired "Program" cell.
  27. Within OrderConnect, click the "Re-Order" icon, and click the "GO" button.
  28. Click the "Route" dropdown and select a different route, and click the "Submit Order" button.
  29. Set the "Prescriber:" dropdown to desired prescriber.
  30. Click the "Accept" button.
  31. Click the "Close Chart" button.
  32. Navigate to "Agency > Inventory Management > Inventory Item Setup > Medication Item No Program Setup".
  33. Click the "Add New" button, and select the "Medication Item No Program" from the event listing.
  34. Click the search within the "Medications" field.
  35. Search for the recently entered "Drug Item" entered within OrderConnect, and validate it only displays once.
  36. Click the "X" to close the window, and click the "Cancel" button.
  37. Click on the "OK" button on the "Cancelling will discard all changes. Are you sure?" alert.
  38. Navigate to "Setup > Medication/Substance > Drug Library > Substance/Medications".
  39. Click the "Select Category" and set the desired category of which the medication would be present.
  40. Select the desired "Description" for the medication.
  41. Edit the "Drug Name" field, and click the "Save" button.
  42. Navigate to "Client > Public Health > Medication List > Medications Administered/Issued"
  43. Click the "Select Client" button and select the desired client.
  44. Select "OC e=Prescription" from the header "Action" dropdown listing.
  45. Click the desired "Program" cell.
  46. Within OrderConnect, click the "Re-Order" icon, and click the "GO" button.
  47. Click the "Submit Order" button.
  48. Set the "Prescriber:" dropdown to desired prescriber.
  49. Click the "Accept" button.
  50. Navigate to "Agency > Inventory Management > Inventory Item Setup > Medication Item No Program Setup".
  51. Click the "Add New" button, and select the "Medication Item No Program" from the event listing.
  52. Click the search within the "Medications" field.
  53. Search for the recently entered "Drug Item" entered within OrderConnect, and validate the order displays.
  54. Click the "X" to close the window, and click the "Cancel" button.
  55. Click on the "OK" button on the "Cancelling will discard all changes. Are you sure?" alert.
Topics
• Inventory - Medications • OrderConnect
ECS-59228 Summary | Details
Site Based Workgroup Enrollment on Front Desk Check In
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Workgroups for auto assign on site enrollment
  • Active events by Program or Clinic2
  • Clinic Info
  • Critical Information
  • Direct Care Workgroup Assignment [EDIT]
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCalendar
  • FrontDeskCheckIn
  • Personal Information - All Form Set
  • Service and Attendance Facilities Listing
  • Staff - Service Providers (by Staff_id) NES
  • Workgroups for manual assignment to clients
  • Override Reason for Schedule Events Validation
  • Person Information [ADD]
  • Program Listing By Agency and Worker
  • Wizard
  • WizardMPISearch
Scenario 1: Workgroup By Site - Validate "Assign to this Workgroup On Check In" Form Functionality
Specific Setup:
  • There are at least two "Workgroup By Site" entries.
  • The script will reference these as "First Workgroup By Site" and "Second Workgroup By Site".
Steps
  1. Navigate to "Agency > Workgroups > Assigned on Site > Workgroup By Site".
  2. Select the "First Workgroup By Site".
  3. Validate the field "Assign to this Workgroup on Check In" displays.
  4. Check the field.
  5. Validate a check mark displays.
  6. Uncheck the field.
  7. Validate the check mark is removed.
  8. Hover over the field.
  9. Validate the tool tip displays "Checking this box will assign clients to this workgroup on check in from the Front Desk if client is not already assigned to this workgroup".
  10. Check the field.
  11. Save the form.
  12. Select the "Second Workgroup By Site".
  13. Check the "Assign to this Workgroup on Check In".
  14. Save the form.
  15. Validate the form saves.
  16. Uncheck the field.
  17. Save the form.
  18. Select the "First Workgroup By Site".
  19. Uncheck the field "Assign to this Workgroup on Check In".
  20. Save the form.
Scenario 2: Workgroup By Site - Validate An Existing Client With An Active Enrollment Record Will Be Assigned To the Workgroup By Site
Specific Setup:
  • The "Workgroup By Site" being used, has "Assign to this Workgroup on Check In".
  • The "Location", "Workgroups" and "Clinics" have been configured to allow this process.
  • The client being used has an enrollment record that is active.
  • The client is not enrolled "Service Facility" that is configured for generate the "Workgroup By Site".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the "Location" to the location that is configured.
  3. Select the "View Calendar".
  4. Click the "Clinic" filter.
  5. Select the "Clinic".
  6. Add an appointment.
  7. Validate the "Facility" defaults.
  8. Select the "Workgroup" that was configured in precondition.
  9. Select the "Clinic Responsible".
  10. Set the "Date and Time".
  11. Set the "Duration".
  12. Save the record.
  13. On "Front Desk NX" click "Refresh".
  14. Select the client and click "Check In".
  15. Click on the client name to open the "Personal Information - All" form.
  16. Select the "Enrollment Information" tab.
  17. Validate the "Workgroup By Site" has been added.
Scenario 3: Workgroup By Site - Validate New Client "Scheduled To A Program", Workflow Will Have Client Assigned To the Workgroup By Site
Specific Setup:
  • The "Workgroup By Site" being used, has "Assign to this Workgroup on Check In".
  • The "Location", "Workgroups" and "Clinics" have been configured to allow this process.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the "Location" to the location that is configured.
  3. Select the "View Calendar".
  4. Add an appointment.
  5. Validate the "Facility" defaults.
  6. Select the "Workgroup" that was configured in precondition.
  7. Select the "Program".
  8. Select the "Event"
  9. Fill in the "Date/Time" fields.
  10. Select the "Person" button.
  11. Add a brand new person.
  12. Set the "Duration".
  13. Save the form.
  14. Close the "Calendar" form.
  15. Validate on the "Front Desk NX" form the client displays in the "Scheduled" section.
  16. Click the client name.
  17. Navigate to the "Enrollment Information" tab.
  18. Validate there is no enrollment data.
  19. Close the form.
  20. Check the client in, click the "Check In" button.
  21. Click the client name.
  22. Navigate to the "Enrollment Information" tab.
  23. Validate there is no enrollment data.
Scenario 4: Workgroup By Site - Validate New Client "Scheduled To A Clinic, Workflow Will Have Client Assigned To the Workgroup By Site
Specific Setup:
  • The "Workgroup By Site" being used, has "Assign to this Workgroup on Check In".
  • The "Location", "Workgroups" and "Clinics" have been configured to allow this process.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the "Location" to the location that is configured.
  3. Select the "View Calendar".
  4. Select the "Clinic" tab.
  5. Select the clinic that is configured.
  6. Add an appointment.
  7. Validate the "Facility" defaults.
  8. Select the "Workgroup" that was configured in precondition.
  9. Select the "Clinic Responsible", not the one configured with the "Workgroup By Site".
  10. Select the "Event"
  11. Fill in the "Date/Time" fields.
  12. Select the "Person" button.
  13. Add a new client.
  14. Set the "Duration".
  15. Save the form.
  16. Close the "Calendar" form.
  17. Validate on the "Front Desk NX" form the client displays in the ""Scheduled" section.
  18. Refresh the form.
  19. Select the client name and validate the client is not enrolled.
  20. Check the client in.
  21. Click the client name.
  22. Navigate to the "Enrollment Information" tab.
  23. Validate there the enrollment data displays.
  24. Validate the "Workgroup By Site" does not display.
  25. Select the "Calendar View".
  26. Select the "Clinic" tab.
  27. Select the clinic.
  28. Add an appointment.
  29. Validate the "Facility" defaults.
  30. Select the "Workgroup" that was configured in precondition.
  31. Select the "Clinic Responsible",
  32. Select the "Event"
  33. Fill in the "Date/Time" fields.
  34. Select the "Person" button.
  35. Select the client added above.
  36. Set the "Duration".
  37. Save the form.
  38. Close the "Calendar" form.
  39. Validate on the "Front Desk NX" form the client displays in the ""Scheduled" section.
  40. Check the client in.
  41. Click the client name.
  42. Navigate to the "Enrollment Information" tab.
  43. Validate the enrollment data displays.
  44. Validate the "Workgroup By Site" displays.
Scenario 5: Waiting Room Widget - Validate "Waiting Room Widget" Will Display Clients When Logged Into That Facility
Specific Setup:
  • The staff that is logged into the system is part of the "Workgroup By Site" that the client is attached to.
  • The "Location", and date of the appointment is known and the staff being used in the "Workgroup By Site" have access to it.
  • Staff member is also part of the "Enrollment Group".
  • Three staff log ins are needed. The first will have access to the facility and access to a second facility. The third will have access to the facility of the appointment.
Steps
  1. Log into the system using the same facility as to where the appointment is located.
  2. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  3. Validate the "Waiting Room" widget contains the appointment.
  4. Exit the system.
  5. Log in with the staff member to a different facility.
  6. Validate the client appointment does not show in the "Waiting Room" widget.
  7. Log out of the system.
  8. Select the third Staff log in that is configured.
  9. Select the facility location of where the appointment is.
  10. Validate the client and appointment display in the "Waiting Room" widget.
Topics
• Workgroup
ECS-59245 Summary | Details
Front Desk Check In
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
  • Client Related Task Walk Ins [ADD]
  • Credit Card Brand
  • Credit Card Device - By Facility
  • Event Definitions with Security by Program
  • Facilities Listing by Program
  • FIS Billing Solutions - Payment Entry
  • FIS Billing Solutions - Payment Review
  • FIS Billing Solutions - Receipt
  • FIS Payment Details [ADD]
  • FrontDeskCheckIn
  • Program by Person and Agency (Active)
  • Service and Attendance Facilities Listing
  • Service Facilities Listing
  • Service Facility [EDIT]
  • Staff - Service Providers (by Staff_id)
  • Active events by Program or Clinic2
  • CardConnect Payment Details [ADD]
  • Credit Card Manual Entry
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCalendar
  • Program Listing By Agency and Worker
  • Staff - Service Providers (by Staff_id) NES
Scenario 1: FIS Submitting Payments - Front Desk
Specific Setup:

FIS Credit Card Integration has been enabled on the system, and configured with FIS.

Steps
  1. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  2. Click the "Select a Facility" button.
  3. Select desired Facility.
  4. Navigate to the "Credit Card Device Setup" tab.
  5. Set the "Payment Settle Code" to "TENN1-HEALT-NETSM-00".
  6. Set the "Merchant ID" to "TENN1-HEALT-NETSM-W".
  7. Click "Save".
  8. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  9. Set the Location to desired Facility.
  10. Click the "Walk In" link.
  11. Fill out the required fields.
  12. Click "Save".
  13. Click the Refresh link.
  14. Click the Credit Card link.
  15. Fill out required fields.
  16. Click "Update".
  17. Verify the new Window opens.
Scenario 2: Validate Scheduled Tasks in "Front Desk NX" Load Credit Card Payment
Specific Setup:

"CardConnect" or "FIS" setup in system.

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click "View Calendar".
  3. Schedule two desired events for desired staff and client.
  4. Refresh "Front Desk NX".
  5. Validate both events appear.
  6. Validate both events display credit card icon.
  7. Pay using a credit card for one of the scheduled events.
  8. Refresh "Front Desk NX".
  9. Validate both events appear.
  10. Validate both events display credit card icon.
  11. Validate event paid for displays credit card void icon.
Topics
• Front Desk
ECS-59266 Summary | Details
CareConnect HL7 PID 5.7
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Client Personal Information [EDIT]
  • Client Search
  • Historical Immunizations Registry - Public Health [EDIT]
  • Name Type (HL7)
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
ECS-59306 Summary | Details
OrderConnect Lab Orders and Lab Results Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Personal Information [EDIT]
  • Client Search
  • My Client Information Form Set
  • OrderConnect Lab Order Widget
  • OrderConnect Lab Orders [DELETE]
  • OrderConnect Lab Orders [VIEW]
  • OrderConnect Lab Results [DELETE]
  • OrderConnect Lab Results [EDIT]
  • OrderConnect Lab Results Widget
Scenario 1: OrderConnect - Validate OC Lab Order Widget
Specific Setup:

Client needs to have a lab order created through OrderConnect.

Staff must have access to view OrderConnect lab orders in the widgets.

Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Click the "Widgets" button.
  3. Check the "OrderConnect Lab Orders" checkbox.
  4. Click "Save".
  5. Click the "Widgets" button, to collapse the checkbox selections.
  6. In the "OrderConnect Lab Orders" Widget,
  7. Validate the "Client", "Lab Order", "Order Date", "Order ID", "Facility", "Provider" columns are listed in the widget.
  8. Validate the "Client" column contains the Clients that have lab orders created in OrderConnect.
  9. Validate the "Lab Order" column contains the name of the lab order selected in OrderConnect.
  10. Validate the "Order ID" column contains the order identification of the lab order generated in OrderConnect.
  11. Validate the "Facility" column contains the facility filtered by the location selected in login or by the primary managing office.
  12. Validate the "Provider" column contains the Staff assigned, that have a NPI number, to the lab order created in OrderConnect.
  13. Click the "View Lab Order" button on the left.
  14. In the "Lab Order" form,
  15. Validate the information entered in OrderConnect is listed in the form as view only.
  16. Click "Close".
Scenario 2: OrderConnect - Validate OC Lab Result Widget
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Click the "Widgets" button.
  3. Check the "OrderConnect Lab Results" checkbox.
  4. Click "Save".
  5. Click the "Widgets" button, to collapse the checkbox selections.
  6. In the "OrderConnect Lab Results" widget:
  7. Validate the "Client", "Lab Order", "Order ID", "Specimen Collection", "Result Received", "Clinical Review", "Patient Review", "Provider", "Facility", "Abnormal Flag" columns are listed in the widget.
  8. Validate the "Client" column contains the Clients that have lab orders created in OrderConnect.
  9. Validate the "Lab Order" column contains the name of the lab order selected in OrderConnect.
  10. Validate the "Order ID" column contains the order identification of the lab order generated in OrderConnect.
  11. Validate the "Result Received" column contains same date the lab order was entered in OrderConnect.
  12. Validate the "Clinical Review" column contains the date entered in OrderConnect.
  13. Validate the "Patient Review" column contains the date entered in OrderConnect.
  14. Validate the "Provider" column contains the Staff assigned to the lab result created in OrderConnect.
  15. Validate the "Facility" column contains the facility filtered by the location selected in login or by the primary managing office.
  16. Validate the "Abnormal Flag" column contains the lab result flagged as abnormal.
  17. Click the "View Lab Result" button on the left.
  18. In the "Lab Result" form.
  19. Validate the information entered in OrderConnect is listed in the form as view only.
  20. Click "Close".
Topics
• OrderConnect
ECS-59321 Summary | Details
Filtering Facility on OrderConnect Lab Orders and Lab Results Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • General Service Note (auto date) [ADD]
  • OrderConnect Lab Order Widget
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff Lookup their own information [EDIT]
  • Staff with Security [EDIT]
  • Staff-Site Link Subform
  • OrderConnect Lab Results Widget
  • Provider Sites by Program
Scenario 1: OrderConnect - Validate Facility in Lab Orders Widgets
Specific Setup:
  • Be sure the staff that is being used has the "Is Staff Facility Select Enabled" checkbox checked.
  • Service Entry will need to be created on the same date as the lab order in the same login facility.
  • Be sure to create another Service Entry in a different facility with the same date as the lab order.
  • Need lab orders on different days.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Click the "Widgets" button.
  3. Check the "OrderConnect Lab Orders" checkbox.
  4. Click "Save".
  5. If necessary, click the "OK" dialog button.
  6. Click the "Widgets" button to close out the checkbox selection.
  7. In the "OrderConnect Lab Orders" widget:
  8. Validate the "Facility" column only contains the facility that has been currently selected in login.
  9. Logout of myEvolv.
  10. Login using desired credentials.
  11. Select a different Facility from the previous one.
  12. Click the "Proceed" button.
  13. In the "OrderConnect Lab Orders" widget:
  14. Validate the "Facility" column contains the facility that has been currently selected in login.
  15. Click the User Profile link.
  16. Uncheck the "Is Staff Facility Select Enabled" checkbox.
  17. Click "Save".
  18. Click "Close".
  19. Click "Refresh" button in the "OrderConnect Lab Orders" widget.
  20. Validate the "Facility" column contains the facility that is currently the Primary Managing Office.
  21. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  22. Search and select current User.
  23. Click the "Worker Profile" tab.
  24. Uncheck the "Primary Managing Office" checkbox of the current facility.
  25. Check the "Primary Managing Office" checkbox to a different facility.
  26. Click "Save".
  27. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  28. Click the "Refresh" button.
  29. Validate the "Facility" column contains the different facility marked as primary managing office.
  30. Navigate back to ""Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  31. Click the Staff profile row.
  32. Click the "Worker Profile" tab.
  33. Uncheck the "Primary Managing Office" checkbox of the currently used facility.
  34. Select a different outside of the two previously used and check the "Primary Managing Office" checkbox.
  35. Click "Save".
  36. Navigate back to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  37. Click the "Refresh" button.
  38. Validate the "Facility" column does not contain any Facility listed.
  39. Click the "Widgets" button.
  40. Uncheck the "OrderConnect Lab Orders" checkbox.
  41. Click "Save".
  42. If necessary, click the "OK" dialog button.
Scenario 2: OrderConnect - Validate Facility in Lab Results Widgets
Specific Setup:
  • Need some lab results with no matching lab order, some with a matching lab order.
  • Be sure the staff that is being used has the "Is Staff Facility Select Enabled" checkbox checked.
  • Service Entry will need to be created on the same date as the lab order in the same login facility.
  • Be sure to create another Service Entry in a different facility with the same date as the lab order.
Steps
  1. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  2. Click the "Widgets" button.
  3. Check the "OrderConnect Lab Results" checkbox.
  4. Click "Save".
  5. If necessary, click the "OK" dialog button.
  6. Click the "Widgets" button to close out the checkbox selection.
  7. In the "OrderConnect Lab Results" widget:
  8. Validate the "Facility" column only contains the facility that has been currently selected in login.
  9. Logout of myEvolv.
  10. Login using desired credentials.
  11. Select a different Facility from the previous one.
  12. Click the "Proceed" button.
  13. In the "OrderConnect Lab Results" widget:
  14. Validate the "Facility" column contains the facility that has been currently selected in login.
  15. Click the User Profile link.
  16. Uncheck the "Is Staff Facility Select Enabled" checkbox.
  17. Click "Save".
  18. Click "Close".
  19. Click "Refresh" button in the "OrderConnect Lab Orders" widget.
  20. Validate the "Facility" column contains the facility that is currently the Primary Managing Office.
  21. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  22. Search and select current User.
  23. Click the "Worker Profile" tab.
  24. Uncheck the "Primary Managing Office" checkbox of the current facility.
  25. Check the "Primary Managing Office" checkbox to a different facility.
  26. Click "Save".
  27. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  28. Click the "Refresh" button.
  29. Validate the "Facility" column contains the different facility marked as primary managing office.
  30. Navigate back to ""Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  31. Click the Staff profile row.
  32. Click the "Worker Profile" tab.
  33. Uncheck the "Primary Managing Office" checkbox of the currently used facility.
  34. Select a different outside of the two previously used and check the "Primary Managing Office" checkbox.
  35. Click "Save".
  36. Navigate back to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  37. Click the "Refresh" button.
  38. Validate the "Facility" column does not contain any Facility listed.
  39. Click the "Widgets" button.
  40. Uncheck the "OrderConnect Lab Results" checkbox.
  41. Click "Save".
  42. If necessary, click the "OK" dialog button.
Topics
• OrderConnect
ECS-59427 Summary | Details
Amend Functionality Can Be Limited to Staff
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Program Services/Program-User [EDIT]
  • Client Search
  • Event Amend Reason
  • PH Primary Care Main - Visit [ADD]
  • PH PRIMARY CARE MAIN - VISIT [EDIT]
  • Program by Person and Enrollment
  • Security Schemes
  • SecurityEvents
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff with Security [EDIT]
  • Staff-Site Link Subform
  • Staff-Worker Role Link Subform
  • Worker Role for Setups
  • Worker Roles Form Set
  • PH Primary Care Form Set
  • Staff Programs Subform
Scenario 1: Amend Events - Staff Member that E-Signed the Event
Specific Setup:
  • Staff's navigation has access to desired form.
  • 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
  1. Login utilizing the desired staff.
  2. Navigate to "Client > Public Health > Primary Care > Visits".
  3. Select desired client.
  4. Click the "Add New" button, and select "Primary Care Visit", from the listing.
  5. Set the remainder of the desired field and click the "Save" button.
  6. Click the "E-Sign" button.
  7. 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."
  8. On the newly created event, validate the "Status" contains "Signed".
  9. On the newly created signed event, click the "Actions" button, and select "Amend Service".
  10. Validate the "Additional Comments" message box containing "If you would like to save additional reason comments for the amendment, please enter below".
  11. If desired, set the "Additional Reason Comment" and click on "Save Additional Reason Comment" or click the "Amend No Comment.
  12. Click the "Refresh" button, and validate the "Status" text contains "Amended".
  13. Validate a new event is created containing the original data prior to the amend process.
Scenario 2: Amend Events - Intake Worker
Specific Setup:
  • Staff's navigation has access to desired form.
  • Worker Roll does not have "Amend" access for desired event.
  • The field "Electronically Signed?" is checked on the desired event within "Agency Setup > Services Setup > By Program > Individual Services".
Steps
  1. Login utilizing the desired intake worker.
  2. Navigate to "Client > Public Health > Primary Care > Visits".
  3. Select desired client.
  4. Click the "Add New" button, and select "Primary Care Visit", from the listing.
  5. Set the remainder of the desired field and click the "Save" button.
  6. Click the "E-Sign" button.
  7. 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."
  8. On the newly created event, validate the "Status" contains "Signed".
  9. On the newly created signed event, click the "Actions" button.
  10. Validate "Amend Service" is not present.
Scenario 3: Amend Event - Staff Supervisor
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
  1. Login utilizing Staff A, of which is supervised by Staff B.
  2. Navigate to "Client > Public Health > Primary Care > Visits".
  3. Select desired client.
  4. Click the "Add New" button, and select "Primary Care Visit", from the listing.
  5. Set the remainder of the desired field and click the "Save" button.
  6. Click the "E-Sign" button.
  7. 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."
  8. On the newly created event, validate the "Status" contains "Signed".
  9. Login utilizing Staff B.
  10. Navigate to "Client > Public Health > Primary Care > Visits".
  11. Select the same desired client.
  12. On the event that contains the "Status" of "Signed, click the "Actions" button.
  13. Select "Amend Service".
  14. Validate the "Additional Comments" message box containing "If you would like to save additional reason comments for the amendment, please enter below".
  15. If desired, set the "Additional Reason Comment" and click on "Save Additional Reason Comment" or click the "Amend No Comment.
  16. Click the "Refresh" button, and validate the "Status" text contains "Amended".
  17. Validate a new event is created containing the original data prior to the amend process.
Topics
• Event Setup
ECS-59447 Summary | Details
The Sub Reports "Use Is Deleted" Functionality has been Refactored
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Event Amend Reason
  • General Service Note (auto date) [ADD]
  • PH Primary Care Main - Visit [ADD]
  • PH PRIMARY CARE MAIN - VISIT [EDIT]
  • Sub Reports - System Form Set
  • Sub-Report Designer [VIEW]
Scenario 1: Validate "Use Is Deleted" Option in System Sub Reports
Specific Setup:

User has access to "Setup > User Tools > Sub Reports - System > System Sub Reports".

Steps
  1. Navigate to "Setup > User Tools > Sub Reports - System > System Sub Reports".
  2. Search and select desired system sub reports.
  3. Validate the "Use Is Deleted" checkbox is "on".
  4. Click "Select Sub Reports" button.
  5. Search and select the "Exception" system sub reports.
  6. Validate the "Use Is Deleted" checkbox is "off".
Topics
• SubReports
ECS-59449 Summary | Details
Custom Reporting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Tables/Views
  • Conditional Formatting Configuration
  • Custom Report Designer [ADD]
  • Data Source Configuration - Data Sources
  • Report Designer
  • Workgroup Security by Report Subform
Scenario 1: Reportable Assessment Type Views Stored Procedure
Specific Setup:

User must have access to NX Custom Reporting module.

Steps
  1. Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
  2. On the "Report Designer" tab, select "Add Report".
  3. Set the "Report Name" field.
  4. Set the "Primary Data Source" Type of "View".
  5. Set any other desired fields, and click the "Save" button.
  6. On the newly created report, click on the "Manage Data Sources" button.
  7. Validate the "generic_remarks" is present, and check it off if desired.
  8. Click the "Save Data Sources" button.
  9. Click the "OK" button on the alert text containing "Data Sources Saved."
  10. Click the "Close" button.
Topics
• Reports
ECS-59461 Summary | Details
Decrementing Medication Prescription Refills
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Event List for Form
  • Inventory Container by Drug
  • OrderConnect Medication Form [EDIT]
  • People Medications - Active Medications
  • PH MV Medication Administration Subform
  • PH PRIMARY CARE MAIN - EXIT [ADD]
  • PH Primary Care Main - Exit [EDIT]
  • Program by Person and Enrollment
  • PH Primary Care Main - Visit [VIEW] *APPROVED*
Scenario 1: Medication Refill - Validate Decrimenting Workflow If Same Prescription Is Used Multiple TImes
Specific Setup:
  • A client exists that has a prescription.
  • The prescription has a known amount of refills.
  • Containers exist in the system that contain that Medication.
  • The refill count on the prescription is greater than the number of entries to be entered.
  • At the start of the process, the refill count of the prescription is known.
Steps
  1. Navigate to "Client > Public Health > Primary Care > Visits".
  2. Select the client to be used.
  3. Select the event that contains the "PH MV Medication Administration" SubForm.
  4. Add a line item for the prescription to be used.
  5. Select the container and fill in any other required fields.
  6. Create a second line item that is identical to the first.
  7. Create a third line item that is identical to the first.
  8. Enter any other required data on the form.
  9. Save the form.
  10. Validate the "PH MV Medication Issued Administered Today" SubReport displays the entries.
  11. Validate the "Remaining Refills" displays the unique value when that dispense took place.
  12. Validate the "Refills" decremented correctly from the starting refill amount.
Scenario 2: Medication Refill - Validate Decrimenting Workflow If Same Prescription Is Used Multiple TImes - Zero Refill Test
Specific Setup:
  • A client exists that has a prescription.
  • The prescription has "1" refill.
  • Containers exist in the system that contain that Medication.
Steps
  1. Navigate to "Client > Public Health > Primary Care > Visits".
  2. Select the client.
  3. Select the event that contains the "PH MV Medication Administration" SubForm.
  4. Add a line item for the prescription to be used.
  5. Select the container and fill in any other required fields.
  6. Create a second line item that is identical to the first.
  7. Create a third line item that is identical to the first.
  8. Enter any other required data on the form.
  9. Save the form.
  10. Validate a warning message displays indicating there is not enough refills to save.
  11. Delete one of the entries created.
  12. Save the form.
  13. Validate the form saves.
  14. Validate the "PH MV Medication Issued Administered Today" SubReport displays the entries.
  15. Validate the two rows display for the date that was entered.
  16. Validate the "Remaining Refills" display a "0" value for the first row.
  17. Validate the "Remaining Refills" display a "1" value for the second row.
  18. Click on the "Medication Container Number" in the SubForm.
  19. Validate the remaining amount displays the correct value based off the "dose/quantity" amounts being dispensed.
Topics
• Medications
ECS-59583 Summary | Details
FIS Credit Card Payments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Client Guarantors - Self Pay
  • All Clients With Security Listing by PeopleID
  • Cash Received - Credit Card [ADD]
  • Credit Card Brand
  • Credit Card Devices - All
  • Credit Card Devices - Link by Facility Subform
  • Credit Card Payments Form Set
  • Service Facilities Form Set
  • Service Facilities Listing
  • Service Facility [EDIT]
  • TN Department of Health - Payment Entry
Scenario 1: Validate Enabling "Is Public Health Enabled?" Disables "Payor" Field for Credit Card Payments
Specific Setup:
  • System setup for FIS payments.
  • "Payor" setup for desired client.
  • "Is Public Health Enabled?" enabled in system.
  • Desired Facility has at least one Credit Card Device created with "Is Used for Back Office?" checked.
Steps
  1. Navigate to "Finance > Remittance Processing > Credit Card Payments > Payments".
  2. Select desired Device.
  3. Click "Add New" and select "Cash Received / Credit Card".
  4. Validate the following:
  5. The new "Client Payor" field is present.
  6. The "Payor" field is disabled until you select a client in the "Client Payor" field.
  7. The "Payor" field filters based on the "Client Payor" you selected.
  8. The third field is now labeled "Client Linked to Check".
  9. "Client Linked to Check" has the following tooltip: "Selecting the client here will save the payment specific to this client and will only be available for this client's claims for adjudication. Leaving this field empty will allow you to apply payments to any claims submitted to the Payor for any client associated to that Payor."
  10. Enter required information and save a payment record.
  11. Validate payment record saved.
Topics
• Finance
ECS-59738 Summary | Details
Inventory Container By Drug
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Inventory Container [EDIT]
  • Inventory Container by Drug
  • Inventory Container Subform
  • Inventory Lot
  • Inventory Lot Maintenance [EDIT]
  • Inventory Lot Management Form Set
  • Medication - PH [ADD]
  • Medication - PH [EDIT]
  • People Medications - Active Medications
  • Program by Person and Enrollment
  • Event List for Form
  • PH MV Medication Administration Subform
  • PH Primary Care Main - Visit [ADD]
  • PH PRIMARY CARE MAIN - VISIT [EDIT]
Scenario 1: Inventory Drug By Program Honors Expiration Date
Specific Setup:
  • System has inventory for a medication.
  • Client has a medication order.
Steps
  1. Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
  2. Select a Client.
  3. Click "Add New > Add Event > Medication Issued".
  4. Fill out required form elements.
  5. Navigate to "Agency > Inventory Management > Lot Management > Inventory Management".
  6. Click "Select Lot" and select the associated inventory.
  7. Expand the Containers SubForm.
  8. Set an expiration date to be in the future.
  9. Return to Medication/Issued form, re-select medication, validate medication container is present.
  10. Return to Inventory Management, set an expiration date to be earlier than the form date.
  11. Return to Medication/Issued form, re-select medication, validate medication container is no longer available to select.
  12. Return to "Inventory Management", set the expiration date on the SubForm to be blank.
  13. Return to Medication/Issued form, re-select medication, validate medication container is present.
Scenario 2: Validate Inventory Container By Drug LUT Via Issue/Administer New Medication SubForm
Specific Setup:
  • System has inventory for a medication.
  • Client has a medication order.
Steps
  1. Navigate to "Client > Public Health > Primary Care - NR > Visits".
  2. Select desired client.
  3. Click "Add New" and select "Add Event".
  4. Select "Primary Care Visit".
  5. Navigate to "Medication Issue/Administer" group.
  6. Under the SubForm "Issue/Administer New Medication" fill in required fields.
  7. Fill out required form elements.
  8. Navigate to "Agency > Inventory Management > Lot Management > Inventory Management".
  9. Click "Select Lot" and select the associated inventory.
  10. Expand the "Containers" SubForm.
  11. Set an expiration date to be in the future.
  12. Return to "Primary Care Visit" event, re-select medication, validate medication container is present.
  13. Return to Inventory Management, set an expiration date to be earlier than today's date.
  14. Return to "Primary Care Visit" event, re-select medication, validate medication container is no longer available to select.
  15. Return to "Inventory Management", set the expiration date on the SubForm to be blank.
  16. Return to "Primary Care Visit" event, re-select medication, validate medication container is present.
Topics
• Inventory - Lot Management

myInsight_NX_11.0.0075.01_Details.csv