myInsight NX 11.0.0075 Acceptance Tests

ECS-53677 Summary | Details

Front Desk Report

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

Active events by Program or Clinic2
Conditional Formatting Configuration
Data Source Configuration - Data Sources
Folders Setup
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
NX Report Processor
Program Listing By Agency and Worker
Report Designer
Staff - Service Providers (by Staff_id) NES
Staff - Service Providers by Program and Facility
Write-off reasons for Scheduled Events

Scenario 1: Validate Front Desk Scheduled Tasks Reports

Specific Setup:

Validate "is_cancelled_or_write_off" data source available. Select and add the column to be visible.

Steps

Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting".
Set the search bar to desired Report.
Click "Actions".
Select "Edit Report" from the drop down list.
Scroll down to the "Is Cancelled?" row.
Check the "Visible?" checkbox.
Click Save.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click the "View Calendar" button.
Click the "New Appointment" button.
Fill out required fields.
Click Save.
Close out of the Calendar.
Click the "Refresh" button.
Verify the Appointment is listed in the "Scheduled" column.
Click the "Cancel Appt" button within the Appointment link.
Select desired Reason to cancel the appointment.
Verify the Appointment is listed in the "Cancelled/No Show Appointments" column.
Click the "View Calendar" button.
Click the "Reports" tab.
Fill out required fields.
Click the "Run Report" button.
Verify the information is listed in the report.
Verify the "Is Cancelled" column exists.
Click Close.

Topics

• Front Desk • Reports

ECS-54496 Summary | Details

"Calendar Appointments" Report

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

Client - Scheduled Tasks [ADD]
Report Selection Picklist
Define Value (Yes, No) for parameters on reports
Report Parameters PickList
Reports > Clients > Services & Treatment > Calendar Appointments
Active events by Program or Clinic2
Client Related Task - New [EDIT]
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
NX Report Processor
Program Listing By Agency and Worker
Services: Reason for No Show
Staff - Service Providers (by Staff_id) NES
Write-off reasons for Scheduled Events
Service and Attendance Facilities Listing
Workgroups for manual assignment to clients
Clinic Info
Save Query [ADD]
Saved Report Queries

Scenario 1: “Calendar Appointments” – Report Selection Picklist

Specific Setup:

User has access to Reports module.

Steps

Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
Click on the "Report Selection" search.
Validate the below items are listed within the "Report Selection Picklist".
"Order by Client/Program"
"Order by Client/Program/Service/Date"
"Order by Program/Client"
"Order by Program/Service/Facility"
"Order by Program/Service/Facility/Client"
"Order by Program/Worker/Client/Date"
"Order by Worker"
"Order by Clinic"
"Order by Workgroup"
"Order by Clinic/Workgroup/Client/Date"
"Order by Clinic/Service/Facility/Client"
"Order by Clinic/Service/Facility"
"Order by Clinic/Client"
"Order by Client/Clinic/Date"
"Order by Client/Clinic"
Click "X" close.

Scenario 2: "Calendar Appointments" Report Parameters

Specific Setup:

User has access to Reports module.

Steps

Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
Validate the below parameters are present on the "Report Form".
"Sched. From Date"
"Sched. Thru Date"
"Check In From Date"
"Check In Thru Date"
Validate the below parameters are present on the "Sub Form".
"Client"
"Service"
"Program"
"Facility"
"Clinic"
"Workgroup"
"Worker"
"Reason for No Show"
"No Show", with value options of "Yes" or "No"
"Cancel/Write Off, with options of "Yes or "No"
"Suppressed from Front Desk", with options of "Yes or "No"
"Completed", with options of "Yes or "No"
Click the "X" button to close the "Report Parameter Picklist".

Scenario 3: “Calendar Appointments” – Report Output With Program, Facility and Staff

Specific Setup:

User has access to Front Desk.
User has access to Reports module.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", and click on the "View Calendar" button.
Click on "New Appointment", and schedule three services that contain a "Program", "Facility", and "Staff Responsible".
Update each of the appointments as follows:
"Check In" one of the appointments.
"No Show" one of the appointments, and note the "Reason for No Show".
"Cancel Appt" one of the appointments, and note the "Write -off reasons for Scheduled Events".
On the client that is "Checked In", click on the "Open Task Form" button.
Check off the "Suppress From Front Desk", and click the "Save" button.
Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
Select desired "Report Selection"
Do not set any "Parameters", click the "Preview" button
Validate the output, and click the "Close" button.
Set the "Sched. From Date" and the "Sched. Thru Date" during the range of your new appointments.
Set the "Parameter" to "No Show", with a "Value" as "Y", and click the "Preview" button.
Validate the output, and click the "Close" button.
Set the "Parameter" to "Cancel/Write Off", with the "Write -off reasons for Scheduled Events" that was selected earlier.
Validate the output, and click the "Close" button.
Set the "Parameter" to "Suppressed from Front Desk", with a "Value" as "Y", and click the "Preview" button.
Validate the output, and click the "Close" button.
Set the "Sched. From Date" and the "Sched. Thru Date" outside of the range of your new appointments, and click the "Preview" button.
Validate the output, and click the "Close" button.
Set the "Check In From Date" and the "Check In Thru Date" to be outside of the range of your new appointment checked In date.
Click the "Preview" button.
Validate the output, and click the "Close" button.

Scenario 4: “Calendar Appointments” Report Output With Program, Facility, and Workgroup

Specific Setup:

User has access to Front Desk.
User has access to Reports module.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", and click on the "View Calendar" button.
Click on "New Appointment", and schedule three services that contain a "Program", "Facility", and "Workgroup".
Update each of the appointments as follows:
"Check In" one of the appointments.
"No Show" one of the appointments, and note the "Reason for No Show".
"Cancel Appt" one of the appointments, and note the "Write -off reasons for Scheduled Events".
On the client that is "Checked In", click on the "Open Task Form" button.
Check off the "Suppress From Front Desk", and click the "Save" button.
Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
Select desired "Report Selection"
Do not set any "Parameters", click the "Preview" button
Validate the output, and click the "Close" button.
Set the "Sched. From Date" and the "Sched. Thru Date" during the range of your new appointments.
Set the "Parameter" to "No Show", with a "Value" as "Y", and click the "Preview" button.
Validate the output, and click the "Close" button.
Set the "Parameter" to "Cancel/Write Off", with the "Write -off reasons for Scheduled Events" that was selected earlier.
Validate the output, and click the "Close" button.
Set the "Parameter" to "Suppressed from Front Desk", with a "Value" as "Y", and click the "Preview" button.
Validate the output, and click the "Close" button.
Set the "Sched. From Date" and the "Sched. Thru Date" outside of the range of your new appointments, and click the "Preview" button.
Validate the output, and click the "Close" button.
Set the "Check In From Date" and the "Check In Thru Date" to be outside of the range of your new appointment checked In date.
Click the "Preview" button.
Validate the output, and click the "Close" button.

Scenario 5: “Calendar Appointments” Report Output With Clinic, Facility and Workgroup

Specific Setup:

User has access to Front Desk.
User has access to Reports module.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", and click on the "View Calendar" button.
Click on "New Appointment", and schedule three services that contain a "Workgroup", "Facility", and "Clinic Responsible".
Update each of the appointments as follows:
"Check In" one of the appointments.
"No Show" one of the appointments, and note the "Reason for No Show".
"Cancel Appt" one of the appointments, and note the "Write -off reasons for Scheduled Events".
On the client that is "Checked In", click on the "Open Task Form" button.
Check off the "Suppress From Front Desk", and click the "Save" button.
Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
Select desired "Report Selection"
Do not set any "Parameters", click the "Preview" button
Validate the output, and click the "Close" button.
Set the "Sched. From Date" and the "Sched. Thru Date" during the range of your new appointments.
Set the "Parameter" to "No Show", with a "Value" as "Y", and click the "Preview" button.
Validate the output, and click the "Close" button.
Set the "Parameter" to "Cancel/Write Off", with the "Write -off reasons for Scheduled Events" that was selected earlier.
Validate the output, and click the "Close" button.
Set the "Parameter" to "Suppressed from Front Desk", with a "Value" as "Y", and click the "Preview" button.
Validate the output, and click the "Close" button.
Set the "Sched. From Date" and the "Sched. Thru Date" outside of the range of your new appointments, and click the "Preview" button.
Validate the output, and click the "Close" button.
Set the "Check In From Date" and the "Check In Thru Date" to be outside of the range of your new appointment checked In date.
Click the "Preview" button.
Validate the output, and click the "Close" button.

Scenario 6: "Calendar Appointments" Reporting Functionality

Specific Setup:

User has access to Reports module.

Steps

Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments".
Set desired "Sched. From Date", "Sched. Thru Date" and "Report Selection".
Click the "Preview" button.
On desired client, click on the "Scheduled Date and Time" hyperlink.
Validate there is no "Save" button, and click the "X" to close the window.
Click the "Print Report" button,
Validate the print preview displays accurately.
Click the "Cancel" button.
Validate alert text containing "Cancelling will discard all changes. Are you sure?
Click the "OK" button.
Set desired "Sched. From Date", "Sched. Thru Date" and "Report Selection".
Click the "Excel" button.
Wait for Excel output to download.
Open the output, and validate the output file loads with headings/data.
Click the "CSV" button.
Wait for CSV output to download.
Open the output, and validate the output file loads with headings/data.
Click on the "Display SQL" button.
Validate the output displays within a new window, and click "X" close.
Set desired "Report Selection" and any other needed fields.
Click the "Save Query" button.
Set the "Description" field, and click the "Update" button.
Click the "Use Queries" button.
Validate the query just saved is present, and select the query.
Validate the pre-set report parameters from the query are set.
Click the "Preview" button, and validate the output.
Click the "Close" button.
Click the "Delete Queries" button.
Click on the "Description" of the desired query to delete.
Validate alert text containing ""Are you sure you wish to delete query name?".
Click the "OK" button.
Click the "Use Queries" button.
Validate the deleted query is not present.
Click the "Close" button

Topics

• Front Desk • Reports

ECS-55965 Summary | Details

Formset Member to Call Added to Form Designer

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

Client Search
Client Service Entry
Form Set Members
FormDesigner
Interface Design Form Set
NX FIELD [EDIT]

Scenario 1: Validate Field Formset Member To Call On Form Designer

Steps

Navigate to "Setup > User Tools > Interface Design > Form Designer".
Click "Form Family" button.
Select desired "Form Family", such as "Activities - People".
Click "P1" button on desired form.
Click on "Completed By" row.
Validate "Formset to Call" field is set to "Staff Look-up Information".
Click "Formset Member To Call" field.
Click "Search" button.
Validate the look-up table returns the formset members from "Staff Look-up Information" Formset.
Select desired formset.
Save.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Open desired event that is using the form from step 4.
Click on "Completed By" staff name link.
Validate the window opens and it defaults to the formset selected in step 10.

Topics

• Forms • Service Entry

ECS-56396 Summary | Details

Peripheral Filtering by Facility

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

Client Search
Client Service Entry
Drug Dispense Units
FormDesigner
Interface Design Form Set
Label Printer Selection [EDIT]
Label Printers
Medication - PH [ADD]
Medication - PH [EDIT]
NX Form Group [EDIT]
Peripheral type
Peripherals [ADD]
Peripherals [Edit]
Programs by Services & Enrollment
Provider Sites by Agency
Staff Lookup their own information [EDIT]

Scenario 1: Validate Filter Label Peripherals by Facility

Steps

Navigate to the "User Profile" link.
Note which Facility is being currently used.
Make sure the "Is Staff Facility Select Enabled" checkbox is off.
Close out of the User Profile.
Navigate to "Agency Setup > Other Setups > Turnstiles > Peripherals".
Click "Add New" button.
Select "Peripherals" from the "Add New" drop down list.
Fill out required fields.
Add current Facility used in the "Facility" field box.
Click Save.
Add a different Facility to a different Peripheral.
Save the changes.
Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
Click "Add New".
Select "Medication Administered" from the New Event drop down list.
Fill out required fields.
Click Save.
Open the recently created Event.
Click the Print button.
Select "Print Label" from the Print Options list.
Click the "Select Label Printer" button.
Validate the search table contains the Label Printers that contain the current Facility or no Facility selected.
Click a desired Label Printer.
Click "Update".
Verify the Label has been printed.
Click Close.
Navigate to "Setup > User Tools > Interface Design > Form Designer".
Select desired Form Family.
Select desired Form to add a Print Label.
Add a "Label" element.
Fill out required fields.
Check the "Is Label Printing Enabled?" checkbox.
Click Save.
Note which Form is being used so it will be easier to find the Service Event.
Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired Client.
If necessary, create the Service Event.
Click the Service Event.
Click the Print button.
Select "Print Label" from the Print Options list.
Click the "Select Label Printer" button.
Verify the search table contains Label Printers that contain the current Facility being used or no Facility selected.
Select desired Label Printer.
Click "Update".
Verify the Label is printed.
Click Close.
Navigate to the User Profile.
Select "Facility Information" tab.
Check the "Is Staff Facility Select Enabled" checkbox.
Click Save.
Log out.
Log back into myEvolv NX.
Verify the "Select a Facility for Session" drop down list exist.
Select desired Facility from the drop down list.
Click the "Proceed" button.
Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired Client.
Click the Service Event that has the print label in the Form.
Click Print button.
Select the "Print Label" from the Print Options list.
Click the "Select Label Printer" button.
Verify the search table contains the Label Printer that have the Facility selected in Login or no Facility.
Select desired Label Printer.
Click "Update".
Verify the Label is printed.
Click Close.

Topics

• Agency Setup

ECS-56899 Summary | Details

Pending Lab Orders Widgets Renamed to OrderConnect Lab Orders

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

Client Search
NX ADD RESULT
NX FACESHEET
NX LAB DETAILS
NX LAB ORDER DETAILS
NX LAB ORDER RESULT
NX ORDER ENTRY - REVIEW
NX ORDER ENTRY - SEARCH
NX ORDERS
NX RESULTS
NX SCRATCHPAD
NX TOP NAVIGATION
OrderConnect Lab Orders [EDIT]
OrderConnect Lab Results [EDIT]
Staff - Service Providers (by Staff_id)
OrderConnect Lab Orders [VIEW]

Scenario 1: OrderConnect and Widgets – Validate OrderConnect Returns Results to "OrderConnect Lab Results" and "OrderConnect Lab Orders" Widgets

Specific Setup:

Client setup with Diagnosis in Diagnoses Information (Priority 1).
Client enrolled in Program with OC Services (OC Lab Orders & OC Lab Results).
OC Services must be active, visible, and modifiable.
Staff setup with Access permissions for OC Lab Orders & OC Lab Results.
Lab orders have been created in OrderConnect.

Steps

Navigate to "Client > Public Health > Labs and Medication > Lab Orders".
Select the client.
Access Order Connect and add Lab Order and save the work.
Exit Order Connect
Navigate to "Client > Public Health > Labs and Medication > Lab Orders".
Refresh the form.
Verify the "OC Lab Orders" item appears.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select "OrderConnect Lab Results" and "OrderConnect Lab Orders" to be active widgets.
Refresh the widgets.
Validate the ordered item appears in "OrderConnect Lab Orders" widget.
Validate the "OrderConnect Lab Results" does not display the order.
In Order Connect, add the lab order result to the client and save the work.
Exit out of Order Connect.
Navigate to "Client > Public Health > Labs and Medication > Lab Orders".
Refresh the form.
Validate the "OC Lab Orders" item no longer displays on this form.
Navigate to "Client > Public Health > Labs and Medication > Lab Results".
Validate the "OC Lab Results" item displays. This is the result just added.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select "OrderConnect Lab Results" and "OrderConnect Lab Orders" to be active widgets.
Refresh the widgets.
Validate the lab with the result displays in the "OrderConnect Lab Results" widget.
Validate the lab with the results no longer displays in "OrderConnect Lab Orders" widget.

Scenario 2: OrderConnect Widget Names - "OrderConnect Lab Results" and "OrderConnect Lab Orders"

Specific Setup:

At least one lab results from Order Connect has no results.
At least one results from Order Connect has a result.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click on the "Widgets" button.
Validate the "OrderConnect Lab Results" and "OrderConnect Lab Orders" displays.
Validate the "Pending Lab Results" widgets do not display.
Click both "OrderConnect" Widgets and save the widget.
Validate the widgets display.
Validate the widget "OrderConnect Lab Orders" contains:
Client Name
Lab Order
Order Date
Facility
Provider
Validate the widget "OrderConnect Lab Orders" filter fields contains the same fields as the columns.
Validate this widget contains only the client that does not have the lab results.
Validate the widget "OrderConnect Lab Results" contains.
Client
Lab Order
Specimen Collection Date
Clinical Review Date
Patient Review Date
Provider
Facility
Abnormal Flag.
Validate the widget "OrderConnect Lab Results" filter fields contains the same fields as the columns.
Validate this widget only contains the client that has the lab results appears in this widget.
Click on the “client name hyperlink” in each widget.
Validate the "Client Information Screen" displays for that client.
Close the form.
On the "OrderConnect Lab Orders" Click on the "View Lab Order" icon.
Validate the "OrderConnect Lab Orders [VIEW]" displays.
Close the view.
Hover over the "View Lab Order" Icon.
Validate the tool tip "View Lab Order" displays.
On the "OrderConnect Lab Results" Click on the "View Lab Order" icon.
Validate the "OrderConnect Lab Results [VIEW]" displays.
Close the view.
Hover over the "View Lab Order" Icon.
Validate the tool tip "View Lab Order" displays.

Scenario 3: OrderConnect Lab Orders Widget - Validate Discontinued Labs With No Test Results Are Removed From the Widget

Specific Setup:

A client exists that has a pending lab order from Order Connect for lab results.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Validate the "OrderConnect Lab Orders" widget contains the lab order.
In Order Connect discontinue the order with no results.
In myEvolv Navigate to the "Taskbar > My Homeview > Homeview Launcher > Homeview".
Validate the "OrderConnect Lab Orders" widget contains the lab order.
Navigate to the " Client > Public Health > Labs and Medication > Lab Orders".
Validate that lab order displays on the "Listing" and shows the discontinued date.

Topics

• Widgets

ECS-56918 Summary | Details

Immunizations

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

Alerts - View [VIEW]
Client Personal Information [EDIT]
Client Search
Client Service Entry
Immunization Query [ADD]
ImmunizationQuery
Service Facilities Listing
CDC-defined NIP002 - Substance Refusal Reason
Immunizations - Standard Codes [ADD]
Immunizations - Standard Codes [EDIT]
Location Table (Service)
Standard Codes - All codes by Event
Standard Codes - Immunization Form Entry

Scenario 1: Immunization Query - Client Is Found In The Immunization Registry

Specific Setup:

The client has a State Registry ID and It will match a value in the 3rd party system, the State Immunization Registry.
The service form is set up so the "Immunization Query" SubForm, and "Historical" and "Forecast" SubReports will display.
Pop-up blocker must be disabled for test browser(s) and URL of test environment.
The system is configured to communicate with the State Immunization Registry.

Steps

Navigate to "Client > Client Information > Health Information > Immunization Query".
Select the client from the setup.
Add a new "Immunization Query".
Save the "Immunization Query".
Validate an "Immunization Query" result displays.
Navigate to "Client > Case Management > Service Management > Service Entry".
Select the service that has the SubForm and SubReports added to it.
Validate the query above is filled in the "Immunization Batch" field.
Validate the "Historical" and "Forecast" SubReports are accurate to the initial report that displayed.
Fill in any additional required fields.
Save the service.
Validate the service/data saved.

Scenario 2: ImmunizationCreated Message to Include StatusCode

Steps

Internal Testing Only.

Topics

• CareConnect • Immunizations

ECS-57118 Summary | Details

Immunization MSH-16

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

Client Search
Historical Immunizations Registry - Public Health [EDIT]
Vaccine Lookup
Immunization Query [ADD]
Service Facilities Listing

Scenario 1: UpdateVaccination - applicationAcknowledgementTypeCode

Steps

Internal testing only.

Scenario 2: QueryVaccination - applicationAcknowledgementTypeCode

Steps

Internal testing only.

Topics

• Third Party Solution

ECS-57237 Summary | Details

"Visit Task" Widget

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
Override Reason for Schedule Events Validation
PH MV Next Task Subform
PH PRIMARY CARE MAIN - EXIT [ADD]
PH PRIMARY CARE MAIN - VISIT [EDIT]
Program Listing By Agency and Worker
Service Events with Security -Client
Staff - Service Providers (by Staff_id) NES
Visit Tasks (Widget)
Workgroups for manual assignment to clients
Client Search
My Client Agency Setup [EDIT]
My Client Staff Security - B2 Subform
MyEvolv Agency Setup [EDIT]
MyEvolv Security Scheme Link -B2 Subform
Security Schemes

Scenario 1: Validate New Visit Tasks Widget

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click the "View Calendar" button.
Click the "New Appointment" link.
Fill out required fields.
Click Save.
Close out of Calendar, if necessary.
Click the "Check In" button.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click on the "Widgets" button.
Check "Waiting Room" and "Visit Tasks" checkbox.
Save and close.
Validate the "Waiting Room" widget contains recently created Appointment.
Click on the "Complete Task" button.
Scroll down to the "Next Task" tab.
Fill out required fields in the SubForm.
Click Save.
Refresh the Widgets.
Verify the Next Appointment created is listed in the "Visit Tasks" widget.

Scenario 2: Validate Security Visit Tasks Widget

Steps

Navigate to "Agency Setup > Other Setups > MyEvolv Setup > MyEvolv Setup".
Click the "Visit Tasks" MyEvolv Component cell.
Verify the "Is Active" checkbox is checked.
Click the "Security Scheme" button.
Select desired security scheme.
Check "Add Allowed?", "Edit Allowed?", and "Delete Allowed" checkboxes, if necessary.
Click Save.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click the "Widgets" button.
Verify the "Visit Tasks" checkbox exists.
Check the checkbox.
Click Save.
Click the "Widgets" button to close out.
Validate the "Visit Tasks" widget does not contain the "Unit" column.
Validate the "My Tasks" widget contains the "Unit" column.
Navigate to "Agency Setup > My Client Setup > My Evolv Shared Component > My Client Setup".
Click the "Visit Tasks" MyEvolv Component cell.
Verify the "Is Active" checkbox is checked.
Click the Security Scheme button.
Select desired security scheme.
Check "Add Allowed?", "Edit Allowed?", and "Delete Allowed" checkboxes, if necessary.
Click Save.
Navigate to "Client > Public Health > Client and Visit Information > myClient".
Search and select desired Client.
Click the "Widgets" button.
Verify the "Visit Tasks" checkbox exists.
Check the checkbox.
Click Save.
Click the "Widgets" button to close out.
Validate the "Visit Tasks" widget does not contain the "Unit" column.
Validate the "My Tasks" widget contains the "Unit" column.

Topics

• Widgets

ECS-57246 Summary | Details

Public Health Forms

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

Active events by Program or Clinic
Active events by Program or Clinic2
Client Search
Event Definitions with Category
Front Desk Calendar Appointment [ADD]
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
PH Hansen's Disease - Exit [ADD]
PH Hansens Disease - Screening [ADD]
PH Hansens Disease - Screening [EDIT]
PH MH HIV Testing Negative Test Result [Add]
PH MV After Visit Summary Sub Form Subform
PH MV Alert and Restrictions B2E Subform
PH MV Cage Alcohol Abuse [ADD]
PH MV Cage Substance Abuse [ADD]
PH MV Centor Score [ADD]
PH MV Child-Pugh Score for Cirrhosis Mortality [ADD]
PH MV C-SSRS Screener [ADD]
PH MV DAST [ADD]
PH MV HIV Case Information [ADD]
PH MV HIV Partner Services Information [ADD]
PH MV HIV Testing Details [ADD]
PH MV HIV Testing Negative Test Result [ADD]
PH MV HIV Testing Positive Test Result [ADD]
PH MV Next Task Subform
PH MV PC Audit [ADD]
PH MV PHQ Risk Assessment [ADD]
PH MV PHQ-2 [ADD]
PH MV Return to Care Sub Form Subform
PH MV S2BI [ADD]
PH MV S2BI and CRAFFT [ADD]
PH MV SBIRT [ADD]
Program by Client's Service Track and Service
Program Listing By Agency and Worker
Provider Sites by Program
Return to Care Form [VIEW]
Service Events with Security -Client
Visit Note [EDIT]
Workgroups for manual assignment to clients
Client Personal Information [EDIT]
Country of Origin
FormDesigner
Interface Design Form Set
PH Address with Country Subform
PH Case Management Form Set
PH Client and Visit Information Form Set
PH Hansen's Disease Form Set
PH Hepatitis Form Set
PH HIV Form Set
PH Immunization Form Set
PH Labs and Medication Form Set
PH Primary Care Form Set
PH Reproductive Health Form Set
PH Tuberculosis Form Set
PH Well child Form Set
Inventory Container by Drug
Method Drug/Substances taken
People Medications - Active Medications
PH Hansens Disease - Exit [ADD]
PH Hepatitis Main - Exit [ADD]
PH HIV Exit [ADD]
PH Immunizations Exit [ADD]
PH MV Medication Administration [ADD]
PH MV Medication Administration Subform
PH PRIMARY CARE MAIN - EXIT [ADD]
PH RH Exit [ADD]
PH Tuberculosis Main - Exit [ADD]
PH Tuberculosis Main - Visit [EDIT]
PH WC Child Health - Exit [ADD]
Vaccine Administrative Site
Interpretation Details Subform
Interpretation Set [EDIT]
Sub Reports - System Form Set
Sub-Report Designer [VIEW]
Agency Program Services [EDIT]
Agency Program System Services by Program [EDIT]
Agency Service Group Template look-up
Event Categories - System Modifiable
Event Categories/People - User Modifiable
Event Definition User - People [EDIT]
Event Definition User - System Modify [EDIT]
Event Definitions - People Based Form Set
Group Profile Type - By System Event
System Events Modifiable Form Set

Scenario 1: Hansen's Public Health Workflow

Specific Setup:

User must have access to Public Health.
Scheduled task must have "Suppress from Front Desk" checked off in order to display within the "Visit Tasks Widget".

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", click on "View Calendar".
Click on "New Appointment", and set the desired "Workgroup", "Program", "Event", "Person, and click the "Save" button.
Return to the Check in screen and click on the "Refresh" button.
Check In the newly created appointment.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Within the "Waiting Room" widget, click on the "Complete Task" icon for the desired client.
Validate the "Program Providing Service" field is listed as the top of the Hansen's Disease - Screening Event".
Complete the Task and click the "Save" button. Note, the event will remain open.
Complete the "PHQ-2" within the Risk Assessments Form Group.
Verify the information below for the "Hansen's Screening" event.
"Program Documentation Group" is present
Label within the "Program Documentation Group" is "myInsight QA 6 - Hansen's Program Documentation".
"Visit Note Group" is present.
Check off the "Visit Note" box.
Check off the "Return to Care Form".
Schedule the next task of "Hansen's Disease - Visit".
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Within the "Visit Tasks" widget, open the task to complete.
Set the event to "Hansen's Exit" event.
Enter any additional desired information, and click the "Save" button.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Within the "Visit Tasks" widget, click on the "Complete Task As" button for the event.
Enter any additional information to complete the task, and click the "Save" button.
For new events not within "Hansen's":
Navigate to "Client > Public Health > HIV > Program Documentation", and select the desired client.
Click on the "Add New" button and ensure that data can be entered for the below. Note that the "Program Providing Service" will not default.
SBIRT
HIV Testing Positive Test Result
HIV Case Information
HIV Partner Services Information
HIV Testing Details
HIV Testing Negative Test Results
Navigate to "Client > Public Health > Primary Care > Program Documentation", and select the desired client.
Click on the "Add New" button and ensure that data can be entered for the below. Note that the "Program Providing Service" will not default.
AUDIT
C-SSRS Screener
CAGE Alcohol Abuse Screening Tool
CAGE-AID Substance Abuse Screening Tool
Centor Score (Modified/McIsaac) for Strep Pharyngitis
Child-Pugh Score for Cirrhosis Mortality
DAST
Navigate to "Client > Public Health > Reproductive Health > Program Documentation", and select the desired client.
Click on the "Add New" button and ensure that data can be entered for the below. Note that the "Program Providing Service" will not default.
S2BI and CRAFFT
S2BI
Reviewing the "Visit Note".
Navigate to "Client > Public Health > Client and Visit Information > Visit Note".
Launch a "Visit Note" that was previously completed.
Validate the "Lab/Radiology Orders" sub report is present.
Validate the "Radiology Results" sub report is present.
Click on the "Patient Return to Care Form" form group.
Select the "Date" within the sub report.
Validate the "Return to Care Form [VIEW] launches, and contains "Medications", "Instructions" and "Refills Remaining".

Scenario 2: PH Address with Country

Specific Setup:

User has access to Setup module.
In "Setup > User Tools > Interface Design > Form Designer", form family "Personal Information":
"Client Personal Information" form must be designated as the default form.
Add "Sub Form" for the "County Address".
Enter desired "Caption".
"Sub Form Family" must contain "ADDRESS_INFO_PEOPLE - Address Info for people".
"Sub Form" must contain "PH_ADDRESS_COUNTRY - PH Address with Country".
Check off the "Is Visible" and "Is Modifiable" fields.

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
On the new SubForm, enter "USA" within the "Country" Field.
Set the desired "Street Address", "City", "State", and "Zip Code".
Click the "Save" button.
Navigate to "Client > Client Information > Personal Information > Demographics".
On the new SubForm, enter any other country within the "Country" Field except for "USA".
Set the "City" field.
Validate the "State" field is disabled.
Click the "Save" button.

Scenario 3: Hansen's Disease - Navigation

Specific Setup:

User access to client.
User access to Client module.

Steps

Navigate to "Client > Public Health > Hansen's Disease > Hansen's Disease".
Click on "Select Client" and choose desired client.
Validate the items indicated below are present.
Program Documentation
Assessment and Plan
Education and Counseling
Additional Documentation
Additional Education
Navigate to "Client > Public Health > Well Child > Well Child".
Validate the below Form Set Members are present.
Program Documentation
Additional Documentation
Additional Education
Navigate to "Client > Public Health > Tuberculosis > Tuberculosis".
Validate the below Form Set Members are present.
Program Documentation
Additional Documentation
Additional Education
Navigate to "Client > Public Health > Primary Care > Primary Care".
Validate the below Form Set Members are present.
Program Documentation
Additional Documentation
Additional Education
Navigate to "Client > Public Health > Reproductive Health > Reproductive Health".
Validate the below Form Set Members are present.
Program Documentation
Additional Documentation
Additional Education
Navigate to "Client > Public Health > Hepatitis > Hepatitis".
Validate the below Form Set Members are present.
Program Documentation
Additional Documentation
Additional Education
Navigate to "Client > Public Health > HIV > HIV".
Validate the below Form Set Members are present.
Program Documentation
Additional Documentation
Additional Education
Navigate to "Client > Public Health > Immunization > Immunization".
Validate the below Form Set Members are present.
Additional Documentation
Additional Education
Navigate to "Client > Public Health > Case Management > Case Management".
Validate the below Form Set Members are present.
Group Notes
Additional Documentation
Additional Education
Navigate to "Client > Public Health > Client and Visit Information > myClient".
Validate the below Form Set Members are present.
Substance Use Assessments
Additional Documentation
Additional Education
Navigate to "Client > Public Health > Labs and Medication > Medication History".
Validate within the "Completed Events", the below fields are present.
Entered With
Type
Drug
Product Strength
Start Date
Date Discontinued
Staff Prescribed By
RX#
Pharmacy
Pharmacy Address
Pharmacy Phone
Pharmacy Fax
Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
Validate the below fields are listed.
Type
Date
Staff
Medication
Route of Administration
Administrative Site
Dose/Quantity – (In Inventory Units)
Units
Remaining Refills
Status
Navigate to "Client > Public Health > Labs and Medication > Lab Orders".
Validate the following fields are listed.
Test Date
Type
Order Type
Test Type
Discontinued Date
Physician/Staff
Ordered By – Other
Entered With
Status
Navigate to "Client > Public Health > Labs and Medication > Lab Results".
Validate the below fields are listed.
Test Date
Type
Order Type
Test Type
Discontinued Date
Physician/Staff
Ordered By – Other
Entered With
Status
Navigate to "Client > Public Health > Immunization > Immunizations".
Validate the below fields are listed.
Event
Completed By
Vaccination Date
Vaccine
Disease with Presumed Immunity
Disease with Serological Evidence of Immunity
Status

Scenario 4: Public Health Visit Forms Updates

Specific Setup:

User has access to client.
User has access to Public Health.

Steps

Navigate to "Client > Public Health > Tuberculosis > Visits"
Open an existing "Tuberculosis Dot Visit"
Validate the "Program Providing Service" field is located at the top and next to the "Link to Client" field, and that it does not default.
Validate the "Notes from Front Desk" sub report is present.
Validate the "Sensory Screenings" and the "Program Documentation" groups are present.
Verify the "Program Documentation" group contains a label of "myInsight QA 5 Hep & TB Documentation".
Click on the "Medication Issue/Administer" group.
Begin a new line entering "Manual Medication Count - Public Health" within the "Type" field.
Enter desired information within the "Prescription" and "Medication" field.
Validate the "Medication Container Number" and the "Lot Number" fields are disabled.
Begin a new line entering "Medication Issue" within the "Type" field.
Validate the "Administrative Site" field is disabled.
Pick desired "Prescription" and validate the "Medication" field is populated.
Enter "Medication Container Number", and validate the "Lot Number", "Dose/Quantity (in inventory units)", and the "Units" fields are disabled.
Begin a new line entering "Medication Administered" within the "Type" field.
Set the desired "Prescription" and "Medication" fields.
Click on the "Actions" button and select "Expand Form".
Change the "Route of Administration" to "Intradermal".
Validate the "Administrative Site" is enabled and click the search.
Validate the "Vaccine Administrative Site" look up table displays, and choose desired information.
Set the desired "Medication Container Number" and click on "Save".
Navigate to each of the below locations for desired client and validate.
"Client > Public Health > Well Child > Visits".
"Client > Public Health > Tuberculosis > Visits".
"Client > Public Health > Primary Care > Visits".
"Client > Public Health > Immunization > Visits".
"Client > Public Health > Reproductive Health > Visits".
"Client > Public Health > Hepatitis > Hepatitis".
"Client > Public Health > HIV > Visits".
"Client > Public Health > Hansen's Disease > Visits".
Click on the desired Exit form.
Validate the "Program Providing Service" field is at the top and next the "Link to Client" field, and that it does not default.
Validate the "Medication History" sub report is present.
Validate the "Medications Prescribed Today" is present.
Validate the "Program Documentation" sub report is present, with the exception of "Immunizations".
Validate the "Lab" sub report is present.
Validate the "Most Recent Radiology Result" is present.
Validate the "Most Recent Radiology Order" is present.
Validate the "Medication List" sub report is present.
Validate the "Medications Prescribed Today" is present.
Validate the "Medication Issue/Administer" sub report is present.
Validate the "Most Recent Previous Medication Issued/Administered" is present
Validate the "Medications Issued/Administered Today" is present.
Validate the "Visit Note" sub form is present.

Scenario 5: Public Health Sub Reports and Interpretation Sets

Specific Setup:

User has access to Setup module.

Steps

Navigate to "Setup > User Tools > Sub Reports - System > System Sub Reports"
Click on "Select Sub Reports".
Set the "Data Source Name" to "ph_test_header_view".
Validate "PH MV Visit Note for Visit Form Top 1" is present.
Set the "Data Source Name" to "ph_address_country_view".
Validate "PH MV Address with Country’" is present.
Set the "Data Source Name" to "ph_event_group_event_expanded_view".
Validate "PH MV Hansens Additional Documentation Hx" is present.
Validate "PH MV myInsight Immunizations Screenigns for Face Sheets" is present.
Validate "PH MV WC Nutrition & Wellness Tests/Assessments’" is present.
Set the "Report Name" to "PH MV Hansen's Reason for Visit"
Validate the "Form to Launch" is set to "PH MV Hansens Reason for visit FaceSheet".
Click the "Select Sub Reports" button and set the "Report Name to "PH MV Smoking"
Select "PH MV Smoking Status".
Validate the below "Column Name" are present.
Smoking_status_tobacco_desc
years_smoked
packs_per_day
date_last_quit_attempt
cessasion_intervention_done
Click the "Select Sub Reports" button and set the "Report Name to "PH MV WC Reason for Visit".
Validate the "SQL Code" text area contains data
Click the "Select Sub Reports" button and set the "Report Name to "PH MV WC Reason for Visit History".
Validate the "SQL Code" text area contains data
Navigate to "Setup > Treatment and Tests > Test Setup > Interpretation"
Click on the "Filter", and set the "Description" to Contain "PH S2".
Click the "Apply" button.
Click on the "PH S2BI Alcohol" description.
Validate the below Sub Form records indicated below are present, and click "X" to close.
Alcohol: Low Risk
Alcohol: Moderate Risk
Alcohol: No Reported Use
Alcohol: High Risk
Alcohol: Not Assessed
Click on the "PH S2BI Illegal Drugs" description.
Validate the Sub Form records indicated below are present, and click "X to close.
Drugs: High Risk
Drugs: Low Risk
Drugs: No Reported Use
Drugs: Moderate Risk
Drugs: Not Assessed
Click on the "PH S2BI Inhalants" description.
Validate the Sub Form records indicated below are present, and click "X to close.
Inhalants: No Reported Use
Inhalants: Not Assessed
Inhalants: Low Risk
Inhalants: Moderate Risk
Inhalants: High Risk
Click on the "PH S2BI Marijuana" description.
Validate the Sub Form records indicated below are present, and click "X to close
Marijuana: High Risk
Marijuana: No Reported Use
Marijuana: Not Assessed
Marijuana: Moderate Risk
Marijuana: Low Risk
Click on the "PH S2BI Prescription Drugs" description.
Validate the Sub Form records indicated below are present, and click "X to close.
Prescription Drugs: Not Assessed
Prescription Drugs: High Risk
Prescription Drugs: No Reported Use
Prescription Drugs: Low Risk
Prescription Drugs: Moderate Risk
Click on the "PH S2BI Synthetic Drugs" description.
Validate the Sub Form records indicated below are present, and click "X to close.
Synthetic Drug: High Risk
Synthetic Drugs: No Reported Use
Synthetic Drugs: Moderate Risk
Synthetic Drugs: Low Risk
Synthetic Drugs: Not Assessed
Click on the "PH S2BI Tobacco" description.
Validate the Sub Form records indicated below are present, and click "X to close.
Tobacco: Low Risk
Tobacco: High Risk
Tobacco: Not Assessed
Tobacco: No Reported Use
Tobacco: Moderate Risk
Click on the "Filter", and set the "Description" to Contains "PH PUGH"
Click the "Apply" button.
Click "Actions" and select "Open Form"
Validate the "Descriptions" indicated below are present.
Child Class C: Life Expectancy 1-3 years
Child Class A: Life Expectancy 15-20 years
Child Class B: Indication for transplant eval
Click "X" to close.
Click on the "Filter", and set the "Description" to Contains "PH CRAFFT "
Click the "Apply" button.
Click "Actions" and select "Open Form"
Validate the "Descriptions" indicated below are present.
CRAFFT: High Risk
CRAFFT: Low Risk
CRAFFT: Medium Risk
Click the "X" to close.
Click on the "Filter", and set the "Description" to Contains "PH CAGE"
Click the "Apply" button.
Click on the "PH CAGE" description.
Validate the "Descriptions" indicated below are present.
Within Normal Limits
Clinically Significant
Click the "X" to close.
Click on the "PH CAGE AID description.
Validate the "Descriptions" indicated below are present.
Within Normal Limits
Clinically Significant
Click the "X" to close.
Click on the "Filter", and set the "Description" to Contains "PH Centor"
Click the "Apply" button.
Click on the "PH Centor Strep Pharyngitis Criteria McIsaac Mod" description.
Validate the "Descriptions" indicated below are present.
5-10% No further testing or antibiotics
28-35% Consider rapid strep testing &/or culture
11-17% Optional rapid strep testing &/or culture
51-53% Consider rapid strep &/or culture maybe ABX
1-2.5% No further testing or antibiotics
Click "X" to close.
Click on the "Filter", and set the "Description" to Contains "PH AUDIT"
Click the "Apply" button.
Click on the "PH AUDIT" description.
Validate the "Descriptions" indicated below are present.
Hazardous or Harmful Range (8-14)
Alcohol Dependent Range (15+)
Low risk (0-7)
Click "X" to close.
Click on the "Filter", and set the "Description" to Contains "PH CSSRS"
Click the "Apply" button.
Click on the "PH CSSRS SCRN REC" description.
Validate the "Descriptions" indicated below are present.
Moderate Risk: Behavioral Health Referral
No Risk
Low Risk: Behavioral Health Referral
High Risk: Behav Health Consult, Safety Precaution
Click "X" to close.
Click on the "Filter", and set the "Description" to Contains "PH M-CHAT"
Click the "Apply" button.
Click on the "PH M-CHAT-R" description.
Validate the "Descriptions" indicated below are present.
LOW-RISK
MEDIUM-RISK: Administer the Follow-Up
HIGH-RISK: Refer diagnostic evaluation
Click "X" to close.
Click on the "Filter", and set the "Description" to Contains "PH MV PHQ"
Click the "Apply" button.
Click on the "PH MV PHQ2" description.
Validate the "Descriptions" indicated below are present.
Negative PHQ-2
Positive. Complete PHQ-9 for Further Evaluation
Click "X" to close
Click on the "PH MV PHQ9" description.
Validate the "Descriptions" indicated below are present.
Depression Severity: Severe
Depression Severity: Moderately Severe
Depression Severity: Mild
Depression Severity: None-minimal
Depression Severity: Moderate
Click "X" to close

Scenario 6: Agency Service Group Template - Public Health

Specific Setup:

Within "Setup > Event Setup > People > Events Setup", set the "Event Category" to "Public Health Encounters".
Set the "Agency Service Group Template" to "PH MV Sub Event Service Group Template", for the below events.
Hansen’s Assessment/Plan
Hansens Disease - Exit
Hansens Disease - Screening
Hansens Disease - Visit
Within "Setup > Event Setup > System-Modifiable > Events Setup", set the "Event Category" to "Public Health Tests/Assessments for People – System".
Set the "Agency Service Group Template" to "PH MV Sub Event Service Group Template", for the below events.
Centor Score (Modified/McIsaac) for Strep Pharyngitis
CAGE-AID Substance Abuse Screening Tool
CAGE Alcohol Abuse Screening Tool
AUDIT
Child-Pugh Score for Cirrhosis Mortality
DAST
Child Health Risk Assessment Full
C-SSRS Screener
C-SSRS Screener - Child
Preparticipation Physical Evaluation (PPE)
HIV Testing Details
HIV Testing Negative Test Result
HIV Testing Positive Test Result
HIV Case Information
HIV Essential Support Services
HIV Partner Services Information
PHQ-2
PHQ-2 to PHQ-9
S2BI
S2BI and CRAFFT
SBIRT
STD Testing

Steps

Navigate to "Setup > Event Setup > People > Events Setup".
Set the "Event Category" to Public Health Encounters".
Validate the "PH MV Sub Event Service Group Template" can be selected within the "Agency Service Group Template" field.
If necessary, select "PH MV Sub Event Service Group Template", and click "Save"
Navigate to ""Setup > Event Setup > System-Modifiable > Events Setup".
Set the "Event Category" to "Public Health Tests/Assessments for People – System".
Validate the "PH MV Sub Event Service Group Template" can be selected within the "Agency Service Group Template" field.
If necessary, select "PH MV Sub Event Service Group Template", and click "Save".

Topics

• Client • Event Setup • Forms • Setup

ECS-57314 Summary | Details

Front Desk Check In Buttons

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

Active events by Program or Clinic2
Calendar Appointment
Front Desk People Search
FrontDeskCalendar
FrontDeskCheckIn
Program Listing By Agency and Worker
Staff - Service Providers (by Staff_id) NES
Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX

Scenario 1: Front Desk - "Walk In" Button

Specific Setup:

Check off the "Suppress Walk In Button?" located within "Agency Setup > Agency > Agency > Agency Information".
User access to Agency Setup module.

Steps

Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Validate the "Walk In" button is not present.
Click on "View Calendar", and set the desired information to create a new appointment.
Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX" and set the filters for the newly created appointment.
Validate appointment displays within the "Scheduled" column.

Scenario 2: Front Desk - "Clinic Walk In" Button

Specific Setup:

Check off the "Suppress Clinic Walk In Button?" located within "Agency Setup > Agency > Agency > Agency Information".
User access to Agency Setup module.

Steps

Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Validate the "Walk In" button is not visible.
Click on "View Calendar", and set the desired information to create a new appointment.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set the filters for the newly created appointment.
Validate the newly created appointment displays within the "Scheduled" column.

Scenario 3: Validate Tool Tips: "Suppress Walk In?" button and "Suppress Clinic Walk In?" button

Specific Setup:

Staff has access to Agency Setup.

Steps

Navigate to "Agency Setup > Agency > Agency > Agency Information".
Hover over "Suppress Walk In Button?".
Validate the tool tip of "Hides (Walk In) button when checked", displays.
Hover over "Suppress Clinic Walk In button?".
Validate the tool tip of "Hides (Clinic Walk In) button when checked", displays.

Scenario 4: Front Desk - "Walk In" and "Clinic Walk In" Buttons

Specific Setup:

Within "Agency Setup > Agency > Agency > Agency Information", check off the below fields:

"Suppress Walk In Button?"

"Suppress Clinic Walk In Button?"

User access to Agency Setup module.

Steps

Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Validate the "Walk In" and the "Clinic Walk In" buttons are not present.
Click on "View Calendar" and create a new appointment.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Set the filters for the newly created appointment.
Validate the new appointment displays within the "Scheduled" column.

Topics

• Agency Setup • Front Desk

ECS-57369 Summary | Details

Lab Results From OrderConnect

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

Client Search
OrderConnect - Lab Result Detail -- Webpage Dialog
OrderConnect Current Medication Profile
OrderConnect Current Order Profile
OrderConnect Member Sign-On
Program Enrollments For Use With OrderConnect

Scenario 1: OrderConnect - Validate Result Dates in Lab Orders

Steps

Navigate to "Client > Public Health > Labs and Medication > Lab Results".
Search and select desired Client.
Click Actions.
Select "OC e-Prescription" from the Actions drop down list.
Verify the pop-up window for OrderConnect exist.
Click "Continue".
Select the "Orders" tab.
Click the "Add Result" link.
Fill out required fields.
Click Save.
Close out of OrderConnect.
Click "Refresh" button in myEvolv NX.
Verify information entered in OrderConnect is listed in the Listing.

Topics

• OrderConnect

ECS-57425 Summary | Details

"National Drug Code Barcode" Field

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

Client > Client Information > Health Information > Immunizations - Public Health
Client > Client Information > Health Information > Medications
Immunizations - Public Health [ADD]
Immunizations - Public Health[ADD]
Inventory Container By Vaccine
Program Listing by Agency and Service Event
Select Client
Service Facilities Listing
Vaccine Funding Source
Vaccines In Inventory
VFC Eligibility
Client Search
Facility Enrollment Client
Inventory Container by Drug
Look Up Tables Where Used [VIEW]
Look-Up Table Definition Details Subform
Look-up Tables Definitions Form Set
Med Administration - Public Health [ADD]
Medications In Inventory
Program by Client's Service Track and Service
All Funding Sources
FormDesigner
Inventory Container [EDIT]
Inventory Container Subform
Inventory Item
Inventory Lot
Inventory Lot Maintenance [EDIT]
Inventory Lot Management Form Set
Inventory Lot New Entry [ADD]
NX FIELD [EDIT]
stcodes_all_codes_ndc

Scenario 1: NDC Barcode - Validate "Inventory Container By Vaccine" Lookup Table Functions

Specific Setup:

The "National Drug Code Barcode" Fields have been configured to display.
At least two containers were received with "Immunization" inventory.
The first container will have the "National Drug Code" and the "National Drug Code Barcode" fields filled in with different values. In this example it will be referenced as "Container1". The "National Drug Code" will be "ndcdrugcode" and the "National Drug Code Barcode" will be "ndcbarcode1".
The second container will exist with no value entered for the "National Drug Code Barcode" field. The "National Drug Code" field will have a value. In this example this will be "Container2". The "National Drug Code" will be "ndcdrugcode".

Steps

Navigate to "Client > Client Information > Health Information > Immunizations - Public Health".
Select a client and add a new immunization event.
Fill in the required fields.
Select the "Vaccine Funding Source".
Check mark the "Show All Vaccine Containers" check box.
Select the "Vaccine Container Number".
Validate the "Inventory Container By Vaccine" displays.
Validate the "National Drug code" search box displays.
Validate there is no column for this field.
Enter the barcode value. In this example it will be "ndcbarcode1".
Click Search.
Validate the only container to display is the one with the bar code value entered. In this example "Container1".
Reset the search.
Set the value to the NDC Value used. In this example it will be "ndcdrugcode".
Click Search.
Validate only the container that has this value displays. In this example "Container2".
Redo the search that has a common set of values for both NDC values. In this example "NDC%".
Click Search.
Validate both containers display. In this example "Container1" and "Container2".
Exit from the form.

Scenario 2: NDC Barcode - Validate "Inventory Container By Drug" Look Up Table, "National Drug Code" Search Field Functions

Specific Setup:

The system is configured to display the "National Drug Code Barcode" field.
Two containers were added using Medication Inventory
Both containers will have the same lot number, different container numbers, different responsibility centers, different units.
"Container1" will have both the "National Drug Code" and "National Drug Code Barcode" fields filled in. In this example the "NDC" will be "MEDNdc" and the barcode will be "MedBarcode".
"Container2" will have the "National Drug Code" filled in and the "National Drug Code Barcode" blank.
A client will exist that will be able to be given medication inventory.

Steps

Navigate to "Client > Client Information > Health Information > Med Administration - Public Health".
Search and select the desired Client.
Click "Add New".
Select "Med Admin PH - Oral" from the "Add Event" drop down list.
Fill out the required fields.
Verify the "National Drug Code" column is visible in the "Medication Container Number" LUT.
Validate the container that has both NDC and NDC Barcode fields filled in display the NDC Barcode value. In this example "Container 1" will display with the "National Drug Code Barcode" value.
Validate the container that has just the NDC value filled in and the NDC Barcode value is blank, displays only the NDC Value. In this example "Container 2" will display with the "National Drug Code" value.
Set the "National Drug Code" search field to a "National Drug Code" value.
Validate the only records that displays are the ones that have only the "National Drug Code" value populated. This would be "Container2".
Validate the container with the "National Drug Code Barcode" does not display. In this example this would be "Container1".
Set the "National Drug Code" field to a "National Drug Code Barcode" value.
Validate the only records that displays are the ones that have only the "National Drug Code Barcode" value populated. In this example "Container1".
Validate the container with both values filled in does not display. In this example "Container 2" will not display.
Set the "National Drug Code" search field to a pattern that both values have in common. In this example "Med%".
Validate the values with the pattern entered display. In this example both containers display.

Scenario 3: NDC Barcode Field - Inventory Lot New Entry - Validate Barcode Field

Specific Setup:

The system has been configured to show the NDC Barcode Field on the "Inventory Container Subform" and "Inventory Lot New Entry" form.

Steps

Navigate to "Agency > Inventory Management > Lot Management > Inventory Management".
Add a new inventory lot.
Validate the field "National Drug Code Barcode" displays on the "Inventory Lot New Entry" form.
Validate the field max size is "15" characters. Enter numbers and letters.
Note the value entered for the "National Drug Code Bar Code" field.
Fill the form in and save the record.
Select the record just created on the "Inventory Lot" look up table.
Validate the information displays on the "Inventory Lot Maintenance" form.
Expand the SubForm under the "Containers" heading.
Validate the "National Drug Code Barcode" field displays and has the value noted above.

Scenario 4: NDC Barcode - Validate Scanning A "2D" Barcode Will Populate The Field Using Scanner

Steps

Navigate to Agency > Inventory Management > Lot Management > Inventory Management
Enter a new lot
Fill in all the required fields except the National Drug Code Barcode Field.
Set the cursor on the National Drug Code Barcode is to be entered
Scan the barcode value.
Validate the barcode scanned displays in the field.
Save the form.
Validate the form saves.
Select the Lot.
Expand the "Containers" SubForm.
Validate the barcode value displays in the "National Drug Code Barcode" field.

Topics

• Inventory - Immunizations • Inventory - Lot Management • Inventory - Medications • Inventory - Supplies

ECS-57426 Summary | Details

Confidential Contact in Label Templates

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

Client > Client Information > Personal Information > Demographics
Client Search
Setup > User Tools > Interface Design > Form Designer

Scenario 1: Label Templates for "Confidential Contact Information"

Specific Setup:

Label containing the below items must be present on demographics form.
"FullAddress"
"EmailAddress"
"StreetAddress"
"StreetAddress2"
"CityAddress"
"StateAddress"
"ZipCode"
"DayPhone"
"EveningPhone"
User must have access to client.

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Click "Select Client" and choose desired client.
Ensure there is a label present on the form displays the client information.
Take note of the information on the label.
Within the "Confidential Contact Information"
Check off "Use Confidential Address", and set the "Address", "Address 2", "City", "State", and "Zip Code" fields.
Check off "User Confidential Phone Number" and set the "Phone Number" field.
Check off "Use Confidential Email" and set the "Email Address" field.
Click the "Save" button.
Review the label and validate the new values that were set within the "Confidential Contact Information" display.

Topics

• Confidentiality

ECS-57433 Summary | Details

RXA-16 Segment, Expiration Dates

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

Client Search
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
Immunization Observation Public Health Subform
Immunizations - Public Health [ADD]
Inventory Container By Vaccine
Program Listing by Agency and Service Event
Service Facilities Listing
Vaccine Funding Source
Vaccine VIS
Vaccines In Inventory
VFC Eligibility

Scenario 1: RXA-16 HL7 Segment - Validate The Values Expiration Date Is Blank In The "Historical Immunizations Registry- Public Health"

Steps

Internal Testing Only.

Scenario 2: Immunization RXA-16, UpdateVaccination- Validate Segment "RXA-16" Container Expiration Date

Steps

Internal Testing Only.

Topics

• CareConnect • Immunizations

ECS-57463 Summary | Details

Pending Lab Results Widgets Renamed to OrderConnect Lab Results

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

OrderConnect Lab Orders [VIEW]
OrderConnect Lab Results [EDIT]

Scenario 1: OrderConnect Widget Names - "OrderConnect Lab Results" and "OrderConnect Lab Orders"

Specific Setup:

At least one lab results from Order Connect has no results.
At least one results from Order Connect has a result.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click on the "Widgets" button.
Validate the "OrderConnect Lab Results" and "OrderConnect Lab Orders" displays.
Validate the "Pending Lab Results" widgets do not display.
Click both "OrderConnect" Widgets and save the widget.
Validate the widgets display.
Validate the widget "OrderConnect Lab Orders" contains:
Client Name
Lab Order
Order Date
Facility
Provider
Validate the widget "OrderConnect Lab Orders" filter fields contains the same fields as the columns.
Validate this widget contains only the client that does not have the lab results.
Validate the widget "OrderConnect Lab Results" contains.
Client
Lab Order
Specimen Collection Date
Clinical Review Date
Patient Review Date
Provider
Facility
Abnormal Flag.
Validate the widget "OrderConnect Lab Results" filter fields contains the same fields as the columns.
Validate this widget only contains the client that has the lab results appears in this widget.
Click on the “client name hyperlink” in each widget.
Validate the "Client Information Screen" displays for that client.
Close the form.
On the "OrderConnect Lab Orders" Click on the "View Lab Order" icon.
Validate the "OrderConnect Lab Orders [VIEW]" displays.
Close the view.
Hover over the "View Lab Order" Icon.
Validate the tool tip "View Lab Order" displays.
On the "OrderConnect Lab Results" Click on the "View Lab Order" icon.
Validate the "OrderConnect Lab Results [VIEW]" displays.
Close the view.
Hover over the "View Lab Order" Icon.
Validate the tool tip "View Lab Order" displays.

Topics

• Widgets

ECS-57562 Summary | Details

"NDC Barcode" Label Template

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

Inventory Lot Maintenance [EDIT]
Client Search
Inventory Container by Drug
Inventory Container Subform
Inventory Lot
Inventory Lot Management Form Set
Label Printer Selection [EDIT]
Label Printers
Medication - PH [ADD]
Medication - PH [EDIT]
NX Label [EDIT]
People Medications - Active Medications
Program by Person and Enrollment

Scenario 1: NDC BAR Code Label For Public Health - Validate the "Label" In Form Designer Contains the Field "NDCBarcode"

Steps

Navigate to "Setup > User Tools > Interface Design > Form Designer".
Select any form family and any form.
Select the "Label Toolbox".
Drag it to the form.
Select the "Label Field" added.
Select the "Templates"
Validate the "NDC Barcode" displays in the drop-down list.
Click on the above and validate the "NDCBarcode" wording displays.
Save the form.
Remove the "Label Line".
Save the form.

Scenario 2: NDC BAR Code Label For Public Health - Validate the Label Work Flow With the "NDC Barcode"

Specific Setup:

The form to be used has the field for the "NDC Barcode" on it. In this example the form will be the "Medication- PH" form. This is accessed via"Client > Public Health > Labs and Medication > Medication Administered/Issued".
The form also contains other label information such as "Date", "Name", "Medication".
The Inventory Lot and Container to be used has the "National Drug Code" and the "National Drug Code Barcode" fields filled in. The two values will start out being different.
A bar code scanner to read the codes.
A Dymo label printer.
A third party application such as "Word".

Steps

Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
Add a new record.
Fill the form in and select the "Container" and "Lot" in the precondition.
Save the form.
Edit the form.
Validate the label information displays.
Validate the "Barcode" field displays.
Validate the barcode value is the one that is in the "National Drug Code Barcode" field, on the Inventory Management Form.
Validate the barcode value has no leading or ending check digits. It will be the exact number in the field.
Print the label.
Validate the barcode portion of the label prints on a second label.
Validate the label displays the exact information on the barcode as image on the form.
Using the scanner read the barcode into "Word".
Validate the value appears and matches the barcode.
Navigate to "Agency > Inventory Management > Lot Management > Inventory Management".
Clear both barcode fields for the Lot and Container just used.
Save the form.
Edit the Medication Administration record just created.
Validate the label information displays with the client information and no barcode displays.
Navigate to "Agency > Inventory Management > Lot Management > Inventory Management".
Set both barcode fields for the Lot and Container used to the same value.
Save the form.
Edit the Medication Administration record just created.
Validate barcode displays with the value entered.
Validate printing and reading the barcode functions.
Navigate to "Agency > Inventory Management > Lot Management > Inventory Management".
Set both barcode fields for the Lot and Container used to the same "12" digit value.
Save the form.
Edit the Medication Administration record just created.
Validate barcode displays with the value entered.
Validate printing and reading the barcode functions.

Topics

• Forms

ECS-57592 Summary | Details

HL7 Messages for MPI Search

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

Client Intake Wizard
Client Search
Outside Organizations - distinct
Placement Events by Agency/Program - People2
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)

Scenario 1: SearchExternalMPIClient Message - HL7

Steps

Internal testing only.

Scenario 2: GetExternalMPIClient - HL7

Steps

Internal testing only.

Topics

• Third Party Solution

ECS-57718 Summary | Details

HL7 Demographic Messages

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

Client Search
Gender Table
Initial Enrollment for New Person [ADD]
Managing Offices By Agency Operated
New Client Personal Information [EDIT]
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
Ethnicity Table
Marital History Sub Form Subform
Marital Status Table
Race Subform
Race Table
Religion Table

Scenario 1: MPI Search Includes HL7 Configurations

Steps

Internal Testing Only.

Scenario 2: Validate MPI Search Demographic Codes

Steps

Internal Testing Only

Topics

• Client • Setup • Third Party Solution

ECS-57719 Summary | Details

MPI Intake Wizard

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

Client Search
Ethnicity Table
Gender Table
Initial Enrollment for New Person [ADD]
Managing Offices By Agency Operated
Marital History Sub Form Subform
Marital Status Table
New Client Personal Information [EDIT]
Outside Organizations - distinct
Person Information [ADD]
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Race Subform
Race Table
Referral Reason Table
Religion Table
Wizard
WizardMPISearch
Placement Events by Agency/Program - People2
Staff - Service Providers (Caseloads - Zip Zones)
Worker Role (to a client or in a workgroup) Table

Scenario 1: Validate MPI Search Demographic Codes

Steps

Internal Testing Only

Scenario 2: Validate Adding Client With Existing MPI

Steps

Navigate to "Client > Client Information > Personal Information > Demographics".
Click "Select Client" button.
Click "New".
Select "Intake - New" from the New drop down list.
In the New Client Wizard:
Set the "Last Name", "First Name" input boxes to desired Client name.
Set the Gender input box to desired gender code.
Click "Proceed".
Select desired Client name cell that does NOT have a date of birth.
Click "Proceed".
Verify the Client name has an existing MPI with a date of birth.
Click "Proceed".
Fill out remaining required fields.
Click "Finish".
Validate the Client name appears with the date of birth.
Click "Select Client" button.
Click "New".
Select "Intake - New" from the New drop down list.
Set the "Last Name", "First Name" input boxes to different desired Client name.
Set the Gender input box to desired gender code.
Click "Proceed".
Check the "New Client" checkbox.
Click "Proceed".
Verify the Client name has an existing MPI with a date of birth.
Click "Proceed".
Fill out remaining required fields.
Click "Finish".
Validate the different Client name appears with the date of birth.

Topics

• Client

ECS-57752 Summary | Details

RXA-5 Segment

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

Client Search
Historical Immunizations Registry - Public Health [ADD]
Historical Immunizations Registry - Public Health [EDIT]
Program by Client's Service Track and Service
Provider Sites by Program
Serological Evidence of Immunity
Standard Codes - disease with Presumed Immunity
Standard Codes - Immunization Form Entry
Vaccine Lookup

Scenario 1: RXA, OBX HL7 Segment - Validate The Values Entered In The "Historical Immunizations Registry- Public Health" Form Allow Proper Segment Values

Steps

Navigate to "Client > Client Information > Health Information > Immunizations - Public Health".
Add a new record for "Historical Immunizations Registry - Public Health".
Click on the "Disease with Presumed Immunity" and select a value.
Validate the "Vaccine" field automatically populates to "998 no vaccine administered".
Validate the "Vaccine" field is disabled.
Validate the "Disease with Serological Evidence of Immunity" field is disabled.
Select the "Disease with Presumed Immunity"
On the look up table that displays select "Clear".
Validate the three fields above become enabled.
Validate the three fields above are cleared of any data.
Select a value for the "Disease with Serological Evidence of Immunity"
Validate the "Vaccine" field automatically populates to "998 no vaccine administered".
Validate the "Vaccine" field is disabled.
Validate the ""Disease with Presumed Immunity" is disabled.
Select the ""Disease with Serological Evidence of Immunity"
On the look up table that displays select "Clear".
Validate the three fields above become enabled.
Validate the three fields above are cleared of any data.
Select the "Vaccine" field
Select a "CVX Code" of "998".
Validate the "Disease with Serological Evidence of Immunity" and "Disease with Presumed Immunity" are enabled.
Select the "Disease with Presumed Immunity" and choose a value.
Validate the "Vaccine" and the "Disease with Serological Evidence of Immunity" are disabled.
Clear the value in the "Disease with Presumed Immunity".
Valdiate the three fields above are cleared and enabled.
Select the "Vaccine" field
Select a "CVX Code" of "998".
Validate the "Disease with Serological Evidence of Immunity" and "Disease with Presumed Immunity" are enabled.
Select the "Disease with Serological Evidence of Immunity" and choose a value.
Validate the "Vaccine" and the "Disease with Presumed Immunity" are disabled.
Clear the value.
Validate the three fields are enabled and blank.
Fill in the "Vaccine" field using "998"
Enter a value in one of the 2 look up tables.
Fill in any of the other required fields.
Save the record.
Validate the messages are sent to the registry.
Validate with the registry the value for the field is accurate.
Repeat the above steps while editing an existing record.
Validate the results are the same.

Topics

• CareConnect • Immunizations

ECS-57853 Summary | Details

Social Security Number Length

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

Client Search
Immunization Query [ADD]
Service Facilities Listing

Scenario 1: Send Social Security Number via CareFabric

Steps

Internal testing only.

Topics

• Third Party Solution

ECS-57865 Summary | Details

Medication Refills

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

Agency [EDIT]
Client Search
Drug Dispense Units
Drug Library Table
Facility Enrollment Client
Medication Complete Form [ADD]
Medication Complete Form [EDIT]
Method Drug/Substances taken

Scenario 1: "Refills Remaining" Calculations With "Auto-Decrement" in Medication Administration

Specific Setup:

Staff login with Medication Dispensing credentials.
Client enrolled with medications available to add.
Staff access to "Agency Setup > Agency > Agency > Agency Information".
Validate the checkbox for "Auto-decrement Refills Remaining" is set within "Agency Setup > Agency > Agency > Agency Information".

Steps

Navigate to "Client > Client Information > Health Information > Medications".
Select desired client.
Click "Add New" to add a "Medications" event.
Set the "Facility" field.
Enter desired "Drug Name", "Start Date", "Take/sig".
Set the "Quantity" field to "10", and set the desired "Dispense Units".
Set the "Refills" input box to "10"
Click "Save".
Open the medication even that was just entered.
Validate the "Quantity" is "10".
Validate the "Refills Remaining" is disabled.
Validate the "Quantity Remaining" is 10.
Set the "Refills" to 10
Set the "Refills Given to 15.
Click on "Save"
Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
Set the "Refills Given" to "-15", and click the "Save" button.
Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
Set the "Refills" to "10".
Set the "Refills Given" to "1".
Click "Save".
Click/Open the medication event that was just entered.
Validate the "Refills is "10".
Validate the "Refills Remaining" is disabled, and set to "9".
Set the "Refills" to "0"
Click "Save".
Validate the alert fires, Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
Click the "Cancel" button.
Validate the alert fires "Cancelling will discard all changes. Are you sure?", and click "OK".

Topics

• Medications

ECS-57898 Summary | Details

MPI IDs Are Supported By CareConnect

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 Personal Information [VIEW]
Client Search
Initial Enrollment for New Person [ADD]
New Client Personal Information [EDIT]
Person Information [ADD]
Placement Events by Agency/Program - People2
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Referral Reason Table
Wizard
WizardMPISearch

Scenario 1: MPI - Adding A Client Via Selecting An Existing MPI Client

Specific Setup:

MPI is configured for the system by Netsmart.
The "MPI ID" field is configured to be visible on the "Demographics" form by Netsmart.
The client name being entered will display search results on the MPI Search form.

Steps

Navigate to the "Client > Client Information > Personal Information > Demographics".
Intake a new client.
In the wizard, fill in the "Search" parameters for the client.
Click the "Proceed" button.
Click the "Create new record with information entered" option.
Click the "Proceed" button.
Validate the "MPI Search Results" tab displays.
Select a client found in the "MPI search results" form.
Note the "MPI Number".
Finish out the intake process.
Validate the demographics form displays the value in the "MPI ID" number field.

Topics

• CareConnect • Client

ECS-58106 Summary | Details

CareConnect Inbox

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

BedBoardSSO
CareConnectInboxSSO
Client Search
ConsentsPOVSSO
EvolvCS Client [EDIT]
Netsmart Technologies (NIAM-DEV) - Extra Verification
Staff Information Form Set
Staff Listing - Agency Employees (By People ID)
Staff with Security [EDIT]
Telehealth - Provider Portal

Scenario 1: Validate NIAM Users Can Connect to CareConnect Inbox

Specific Setup:

NIAM user available.
Admin user available.

Steps

Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security"
Search for NIAM user.
Open Agency Security and Enter username in "Integrated Applications Username" section (make sure username matches 'Login Name')
Logout and login as NIAM user.
Navigate to "Taskbar > Care Exchange > Care Exchange > CareConnect Inbox"
Verify CC Inbox loads inbox dashboard.
Navigate to "Taskbar > BedBoard > BedBoard > BedBoard".
Verify BedBoard loads.
Navigate to "Taskbar > Telehealth > Telehealth > Telehealth".
Verify Telehealth loads.
Navigate to "Client > Client Information > Personal Information > Manage Consent".
Verify ConsentPOV loads.
Verify NIAM user is able to SSO after they timeout from Evolv.
Logout and back into Admin user.
Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security"
Search for NIAM user.
Remove "Integrated Applications Username" username.
Logout and login as NIAM user.
Try to access locations below and verify error message displays as "No ‘Integrated Application Username’ is entered on staff setup, which is required in order to continue".
Taskbar > Care Exchange > Care Exchange > CareConnect Inbox
Taskbar > BedBoard > BedBoard > BedBoard
Client > Client Information > Personal Information > Manage Consent

Topics

• BedBoard • Care Exchange • CareConnect Inbox • Taskbar • Telehealth

ECS-58180 Summary | Details

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:

Client Search
Historical Immunizations Registry - Public Health [ADD]
Historical Immunizations Registry - Public Health [EDIT]
Program by Client's Service Track and Service
Provider Sites by Program
Standard Codes - disease with Presumed Immunity
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

Navigate to "Client > Client Information > Health Information > Immunizations - Public Health".
Select the event "Historical Immunizations Registry - Public Health".
Fill the form in with a vaccine used.
Do not fill in the "Disease With Presumed Immunity" or the "Disease with Serological Evidence of Immunity".
Set the "Patient Registry Status" to "Active".
Set the "Immunization Registry Status" to "Ready for Submission".
Set the "History" to "New Immunization record".
Save the form.
The message will be transmitted.
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-58347 Summary | Details

Current Inventory Detail Report

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

All Funding Sources
Current Inventory Detail Report - Print Preview
Report Parameters PickList
Reports > myInsight Reports > Inventory > Current Inventory Detail Report

Scenario 1: Current Inventory Detail Report - Validating Parameter Selection

Specific Setup:

Enter an inventory item at "Agency > Inventory Management > Inventory Item Setup > Immunization Item Setup".
Immunization Item with size field set to value > 1000.
Setup a "Lot" at Agency > Inventory Management > Lot Management > Inventory Management.

Steps

Navigate to "Reports > myInsight Reports > Inventory > Current Inventory Detail Report".
Enter various parameters for the fields.
Click the "Preview" button to run the report
Validate the data is accurate for the parameter entered.

Topics

• General Reports

ECS-58513 Summary | Details

Medication Issued Orders

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

Agency [EDIT]
Client Search
Drug Dispense Units
Drug Library Table
Facility Enrollment Client
Medication Complete Form [ADD]
Medication Complete Form [EDIT]
Method Drug/Substances taken
Inventory Container by Drug
Medication - PH [ADD]
OrderConnect Medication Form [EDIT]
People Medications - Active Medications
PH Labs and Medication Form Set
Programs by Services & Enrollment
Provider Sites by Program

Scenario 1: "Refills Remaining" Calculations With "Auto-Decrement" in Medication Administration

Specific Setup:

Staff login with Medication Dispensing credentials.
Client enrolled with medications available to add.
Staff access to "Agency Setup > Agency > Agency > Agency Information".
Validate the checkbox for "Auto-decrement Refills Remaining" is set within "Agency Setup > Agency > Agency > Agency Information".

Steps

Navigate to "Client > Client Information > Health Information > Medications".
Select desired client.
Click "Add New" to add a "Medications" event.
Set the "Facility" field.
Enter desired "Drug Name", "Start Date", "Take/sig".
Set the "Quantity" field to "10", and set the desired "Dispense Units".
Set the "Refills" input box to "10"
Click "Save".
Open the medication even that was just entered.
Validate the "Quantity" is "10".
Validate the "Refills Remaining" is disabled.
Validate the "Quantity Remaining" is 10.
Set the "Refills" to 10
Set the "Refills Given to 15.
Click on "Save"
Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
Set the "Refills Given" to "-15", and click the "Save" button.
Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
Set the "Refills" to "10".
Set the "Refills Given" to "1".
Click "Save".
Click/Open the medication event that was just entered.
Validate the "Refills is "10".
Validate the "Refills Remaining" is disabled, and set to "9".
Set the "Refills" to "0"
Click "Save".
Validate the alert fires, Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
Click the "Cancel" button.
Validate the alert fires "Cancelling will discard all changes. Are you sure?", and click "OK".

Scenario 2: Validate Medication Administration Is Preventing Multiple Dispenses for Orders With 0 Refills

Specific Setup:

The "Auto-decrement Refills Remaining" setting in Agency Settings must be set to True.
You will need an OrderConnect medication record with one refill created for a client, and that client should be enrolled and ready to enter medication administration records.

Steps

Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
Add a "Medication Issued" record.
Confirm that the Dose/Quantity field is read-only.
Choose the medication created from setup.
Fill remaining form and Save the record.
Navigate to "Client > Public Health > Labs and Medication > Medication History".
Open the OrderConnect medication record created in the setup.
Confirm that the "Refills Remaining" field has 1 remaining.
Navigate back to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
Create another "Medication Issued" record repeating steps 2-5.
Navigate to "Client > Public Health > Labs and Medication > Medication History".
Open the OrderConnect medication record created in the setup.
Confirm that the Refills Remaining field has been decremented by one.
Navigate back to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
Create another "Medication Issued" record repeating steps 2-5.
Try to save the record, and confirm that saving is disallowed, with the message "Medication cannot be administered as there are not enough refills remaining." returned.

Topics

• Agency Setup • Client • Medications

ECS-58683 Summary | Details

Program Providing Service

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

Client Search
Client Service Entry
PH Immunizations Screening [ADD]
PH Immunizations Screening [EDIT]
PH MV HRSN [ADD]
PH MV HRSN [EDIT]

Scenario 1: Validate Program Providing Service Field

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired Client.
Click "Add Event".
Select an Event from the New Events drop down list.
Fill out required fields.
Click Save.
Click into the Service Event.
Scroll down to the "Program Providing Service" field.
Validate the field auto-populates to the Program that the Event is linked to.
If available, click "Add Record" button.
Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to.
Click the "Update" button.
Click Save.
Click into the Service Event.
Click into the SubForm link.
Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to.
Click Close.
If available, click the "Add Record" button.
Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to.
Click the "Update" button.
Click Save.
Click into the Service Event.
Click the recently created SubForm link.
Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to.
Close out of both the forms.

Topics

• Forms

ECS-58716 Summary | Details

Vaccine Container Date Expiration

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

Client Search
Immunizations - Public Health [ADD]
Immunizations - Public Health [EDIT]
Inventory Container By Vaccine
Program Listing by Agency and Service Event
Service Facilities Listing
Staff Distinct Listing by Agency (Staff ID)
Vaccine Funding Source
Vaccines In Inventory
VFC Eligibility

Scenario 1: Validate Date Expiration for Vaccine Container Is Honored

Specific Setup:

Available vaccine container with "Date Expiration".

Steps

Navigate to "Client > Public Health > Immunization > Immunizations".
Select a Client.
Click Add New -> Add Event -> Immunization.
Fill out required form elements.
Set Administered Date.
Validate that Vaccine Container Number LUT does not show any vaccines where the expiration date is earlier than the Administered Date.
Validate if Administered Date is changed, Vaccine Container Number value is cleared.
Validate if Administered Date is emptied, Vaccine Container Number is disabled.
Check "Show All Vaccine Containers".
Validate that Vaccine Container Number LUT does not show any vaccines where the expiration date is earlier than the Administered Date.

Topics

• Immunizations

ECS-58950 Summary | Details

"Reportable Assessment Type ID" Default Values

Scenario 1: Reportable Assessment Type LInk - Validate PH MV PHQA, PH MV WC PSC-17 Is LInked To "‘ADPSC – Adolescent Depression Screening (7381-0)’"

Steps

Internal Testing Only.

Topics

• Assessments

ECS-58951 Summary | Details

Reportable Assessment Type ID

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

Client Search
PH MV PHQ Risk Assessment [ADD]
PH MV PHQ Risk Assessment [EDIT]
Program by Person and Enrollment

Scenario 1: Validate Reportable Assessment Type

Steps

Navigate to "Setup > Event Setup > System-Modifiable > Events Setup".
Select "Event Category = Public Health Tests/Assessments For People-System".
Filter for "PHQ9 – Risk Assessment".
Verify the Data Entry Forms are linked to the "PH MV PHQ Risk Assessment".
Navigate to "Client > Public Health > Client and Visit Information > Risk Assessments".
Select Client.
Create a new "PHQ9 Risk Assessment".

Topics

• Assessments

ECS-58969 Summary | Details

"OrderConnect Lab Results" and "OrderConnect Lab Orders"

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

Client Search
NX ADD RESULT
NX FACESHEET
NX LAB DETAILS
NX LAB ORDER DETAILS
NX LAB ORDER RESULT
NX ORDER ENTRY - REVIEW
NX ORDER ENTRY - SEARCH
NX ORDERS
NX RESULTS
NX SCRATCHPAD
NX TOP NAVIGATION
OrderConnect Lab Orders [EDIT]
OrderConnect Lab Results [EDIT]
Staff - Service Providers (by Staff_id)
OrderConnect Lab Orders [VIEW]

Scenario 1: OrderConnect and Widgets – Validate OrderConnect Returns Results to "OrderConnect Lab Results" and "OrderConnect Lab Orders" Widgets

Specific Setup:

Client setup with Diagnosis in Diagnoses Information (Priority 1).
Client enrolled in Program with OC Services (OC Lab Orders & OC Lab Results).
OC Services must be active, visible, and modifiable.
Staff setup with Access permissions for OC Lab Orders & OC Lab Results.
Lab orders have been created in OrderConnect.

Steps

Navigate to "Client > Public Health > Labs and Medication > Lab Orders".
Select the client.
Access Order Connect and add Lab Order and save the work.
Exit Order Connect
Navigate to "Client > Public Health > Labs and Medication > Lab Orders".
Refresh the form.
Verify the "OC Lab Orders" item appears.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select "OrderConnect Lab Results" and "OrderConnect Lab Orders" to be active widgets.
Refresh the widgets.
Validate the ordered item appears in "OrderConnect Lab Orders" widget.
Validate the "OrderConnect Lab Results" does not display the order.
In Order Connect, add the lab order result to the client and save the work.
Exit out of Order Connect.
Navigate to "Client > Public Health > Labs and Medication > Lab Orders".
Refresh the form.
Validate the "OC Lab Orders" item no longer displays on this form.
Navigate to "Client > Public Health > Labs and Medication > Lab Results".
Validate the "OC Lab Results" item displays. This is the result just added.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Select "OrderConnect Lab Results" and "OrderConnect Lab Orders" to be active widgets.
Refresh the widgets.
Validate the lab with the result displays in the "OrderConnect Lab Results" widget.
Validate the lab with the results no longer displays in "OrderConnect Lab Orders" widget.

Scenario 2: OrderConnect Widget Names - "OrderConnect Lab Results" and "OrderConnect Lab Orders"

Specific Setup:

At least one lab results from Order Connect has no results.
At least one results from Order Connect has a result.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click on the "Widgets" button.
Validate the "OrderConnect Lab Results" and "OrderConnect Lab Orders" displays.
Validate the "Pending Lab Results" widgets do not display.
Click both "OrderConnect" Widgets and save the widget.
Validate the widgets display.
Validate the widget "OrderConnect Lab Orders" contains:
Client Name
Lab Order
Order Date
Facility
Provider
Validate the widget "OrderConnect Lab Orders" filter fields contains the same fields as the columns.
Validate this widget contains only the client that does not have the lab results.
Validate the widget "OrderConnect Lab Results" contains.
Client
Lab Order
Specimen Collection Date
Clinical Review Date
Patient Review Date
Provider
Facility
Abnormal Flag.
Validate the widget "OrderConnect Lab Results" filter fields contains the same fields as the columns.
Validate this widget only contains the client that has the lab results appears in this widget.
Click on the “client name hyperlink” in each widget.
Validate the "Client Information Screen" displays for that client.
Close the form.
On the "OrderConnect Lab Orders" Click on the "View Lab Order" icon.
Validate the "OrderConnect Lab Orders [VIEW]" displays.
Close the view.
Hover over the "View Lab Order" Icon.
Validate the tool tip "View Lab Order" displays.
On the "OrderConnect Lab Results" Click on the "View Lab Order" icon.
Validate the "OrderConnect Lab Results [VIEW]" displays.
Close the view.
Hover over the "View Lab Order" Icon.
Validate the tool tip "View Lab Order" displays.

Topics

• Widgets

ECS-58979 Summary | Details

Deposit Slip Look-up Table

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
Cash Deposit Slip Form Set
Checks for a Clients Self Pay in Front Desk Entry [ADD]
Checks for a Clients Self Pay in Front Desk Entry [EDIT]
Client Related Task Walk Ins [ADD]
Deposit Slip Only [ADD]
Deposit Slips
Deposit Slips not posted to Bank
Event Definitions with Security by Program
Facilities Listing by Program
FrontDeskCheckIn
GL A/R Temporary Unallocated Account
GL Cash Accounts
Program by Person and Agency (Active)
Staff - Service Providers (by Staff_id)

Scenario 1: Validate Adding Deposit Slip Via Checks For A Client Self Pay

Specific Setup:

Requires a scheduled event.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
On the scheduled event click the "$" button.
Click the "Deposit Slip" look-up table.
Click "New" button.
Fill in required fields for the "Deposit Slip".
Save.
Refresh the look-up table.
Validate the "Deposit Slip" is listed and not duplicated.

Topics

• Finance • Front Desk

ECS-58983 Summary | Details

On Demand Billing Process

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

3. Simple Service Entry with E/M Picks [ADD]
All People Agency
AR Management
Checks for a Clients Self Pay in Front Desk Entry [ADD]
Checks for a Clients Self Pay in Front Desk Entry [EDIT]
Client Related Task - New [ADD]
Client Search
Client Service Entry
Drug Dispense Units
E/M CPT Code
E/M Patient Status
Facility Enrollment Client
FinanceClaims
FrontDeskCheckIn
Immunizations - Public Health [ADD]
Inventory Container by Drug
Inventory Container By Vaccine
Med Administration - Public Health [ADD]
Medications In Inventory
Program by Client's Service Track and Service
Service and Attendance Facilities Listing
Vaccine Funding Source
Vaccines In Inventory
VFC Eligibility

Scenario 1: Validate On Demand Billing Generates Self Pay Claim

Specific Setup:

Requires an event that is set up for "On Demand Billing".
Requires a client with this event scheduled.
Client should also have a "Self Pay Benefit" Assignment.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Check in the desired "Scheduled Event".
Complete the "Scheduled Event".
Click on "Run On-Demand Billing".
Wait for "On-Demand Billing" to run.
Once completed click on "Review Claims".
Validate the system generated desired claims with desired units.

Topics

• Finance • Front Desk

ECS-59004 Summary | Details

Billing Processing Performance Improvement

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

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

Scenario 1: Validate Resubmit With Bulk Calculate Rate Includes Additional Units

Specific Setup:

Requires claims that can be remitted.
Scenario works with at least 5 claims.
Services for each of the billed claims have been edited so that they rebill with more units.

Steps

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

Scenario 2: Validate 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.

Topics

• Finance

ECS-59010 Summary | Details

On Demand Billing Re-Processing

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

Active events by Program or Clinic2
FinanceClaims
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 On Demand Billing Does Not Duplicate Units

Specific Setup:

Requires a client with a "Self Pay Benefit Assignment".
Client should have a scheduled task.
Scheduled Event should be set up for "On-Demand Billing".

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Check in the desired "Scheduled Event".
Complete the "Scheduled Event".
Click on "Run On-Demand Billing".
Wait for "On-Demand Billing" to run.
Once completed click on "Review Claims".
Validate the system generated desired claims with desired units.
Close the window.
Click on the "Event" link.
Edit the duration on the event.
Save.
Click on "Re-Process Claims".
Once completed click on "Review Claims".
Validate the new claims have updated with the desired "Units".

Topics

• Finance • Front Desk

ECS-59054 Summary | Details

My Task Widget

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

Active events by Program or Clinic
Client Search
Client Service Entry

Scenario 1: My Task Widget Refreshes After Saving An Event That Contains After Save Code

Specific Setup:

Requires access to "My Task Widget".
Requires an event with "After Save Code" to that will keep the event open after save.

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Select desired client.
Click on "Scheduled Task" and select desired event.
Set desired date/time, and duration.
Save.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview."
Click the "Widgets" button.
Check off "My Tasks".
Validate the "My Tasks" widget loads.
Validate the scheduled task is listed.
Click on "Complete Task" button.
Fill in required fields and save.
Validate the form stays open after save.
Close the form.
Validate the "My Task Widget" refreshed and the event is no longer listed.

Topics

• Widgets

ECS-59058 Summary | Details

Dispense In Decimal Quantity

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
Inventory Container by Drug
Medication - PH [ADD]
Medication - PH [EDIT]
Medication Dosage History Subform
OrderConnect Current Medication Profile
OrderConnect Custom Orders
OrderConnect Medication Form [EDIT]
OrderConnect Medication Form [VIEW]
OrderConnect Member Sign-On
OrderConnect Order Confirmation
OrderConnect Rx Libraries
People Medications - Active Medications
PH Primary Care Main - Visit [ADD]
Program Enrollments For Use With OrderConnect
Provider Sites by Program

Scenario 1: Validate Dispense With Decimals in OrderConnect

Specific Setup:

Client needs to be enrolled in an "Immunizations" program.

Steps

Navigate to "Client > Case Management > Health Information > Medications".
Search and select desired Client.
Click the "Actions" button in the top right.
Select "OC e-Prescription" from the drop down list.
Select desired Program.
In OrderConnect, Click the "Continue" button.
In OrderConnect:
Check the "New RX" checkbox.
Click the "GO" button.
Fill out required fields to search and select desired Medication.
Click the "Next" button.
Fill out required fields.
Set the "Dispense Quantity" field to a decimal number.
Click the "Submit Order" button.
If necessary, click the "OK" button in the message box.
Confirm the information is accurate in the "Order Confirmation" page.
Click the "Accept" button.
Validate the recently added Medication is listed in the "Current Medication Profile" page.
Click the "Close Chart" button.
In myEvolv:
Click the "Refresh" button.
Click the Medication cell.
Validate the information entered in OrderConnect is listed.
Validate the "Quantity" field contains decimal number entered in OrderConnect.
Click Close.
Navigate to "Client > Case Management > Service Management > Service Entry".
Click "Add Event".
Select "Medication Issued" from the drop down list.
Fill out required fields.
Validate the "Dose/Quantity - (In Inventory Units)" field contains decimal entered in OrderConnect.
Click Save.
Validate the Service Entry cell is listed.
Click into the Service Entry cell.
Update the Service Entry cell.
Click Save.
Click back into the Service Entry cell.
Validate the "Dose/Quantity - (In Inventory Units)" field contains decimal entered in OrderConnect.
Click Close.
Click "Schedule Task".
Select an Event that contains medication sub reports from the drop down list.
Fill out required fields.
Click Save.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click on the scheduled Event.
Click on the "Medication History" tab.
Click on the Medication link.
Validate the decimal number entered in OrderConnect is listed.

Topics

• OrderConnect

ECS-59069 Summary | Details

Staff Information in SubReports

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

B2H Service Summary - Individual (WSP) [ADD]
B2H Service Summary - Individual (WSP) [DELETE]
Client Search
Client Service Entry
Face Sheet [VIEW]
Location Table (Service)

Scenario 1: Validate Staff Information in SubReports

Steps

Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired Client.
Click "Add New".
Select desired Event that contain "Sub Reports Needed for Printing" sub report from the drop down list.
Validate the Sub report contains current login User information.
Click Close.
Logout of current User.
Login using a different User.
Navigate to "Client > Case Management > Service Management > Service Entry".
Search and select desired Client.
Click "Add New".
Select desired Event that contain "Sub Reports Needed for Printing" sub report from the drop down list.
Validate the Sub report contains current login User information.
Click Close.

Topics

• SubReports

ECS-59108 Summary | Details

Event Group for Visit Tasks Widget

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
Event Definitions (Plain)
Event Definitions with Category
Event Groups (System Only)
Event Groups Setup - System [EDIT]
Event-Group Link - System Subform
PH MV Activities2Do Subform
PH MV Next Task Subform
PH Primary Care Main - Screening [ADD]
Provider Sites by Program
Service Events with Security -Client
System Event Groups Form Set
Workgroups (All2)
Workgroups for manual assignment to clients

Scenario 1: Validate Client Health Reminders With System Event Groups

Specific Setup:

Need to schedule a Task.

Steps

Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Click the "Widgets" button.
Check the "Visit Tasks" checkbox.
Click Save.
Click the "Widgets" button, to collapse the widgets selection.
If necessary, click the "Refresh" button.
Validate the recently scheduled Task is listed in the "Visit Tasks" widget.
Click the "Complete Task" button.
Click the "Client Health Reminders" tab.
Fill out required fields.
Click the "Next Task" tab.
Fill out required fields.
Click Save.
Validate the Client Health Reminder task is listed in the "Visit Tasks" widget.
Navigate to "Setup > User Tools > Event Groups - System > System Event Groups".
Click the "Select Event Group" button.
Set the Event Group search bar to "Do Not Show in Visit Tasks Widget".
Click the Search button.
Click the search result cell.
Add the Client Health Reminder in the Event Group sub form.
Click Save.
Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
Refresh the "Visit Tasks" widget.
Validate the Client Health Reminder is not listed in the widget.

Topics

• Widgets

ECS-59202 Summary | Details

Event Sub Form Program/Facility

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

Client Search
General Client Assessment [ADD]
NX Event Based Sub Form [EDIT]
Other Activities [ADD]
Program by Client's Service Track and Service
Provider Sites by Program

Scenario 1: Validate Event Sub Form Populate Program/Facility From Parent Form

Specific Setup:

Event Sub Form setup for an Assessment event.
Validate "Use event specific forms?" checked.

Steps

Navigate to "Client > Case Management > Service Management > Assessments".
Add or open desired Assessment event.
Populate Program and Facility on the parent form.
Add Record on the ESF that requires Program/Facility.
Confirm Program and Facility get carried down to the child form automatically.

Topics

• Client

ECS-59211 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

Scenario 1: Inventory Drug By Program Honors Expiration Date

Specific Setup:

System has inventory for a medication.
Client has a medication order.

Steps

Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
Select a Client.
Click "Add New -> Add Event -> Medication Issued".
Fill out required form elements.
Navigate to "Agency > Inventory Management > Lot Management > Inventory Management".
Click "Select Lot" and select the associated inventory.
Expand the Containers SubForm.
Set an expiration date to be in the future.
Return to Medication/Issued form, reselect medication, validate medication container is present.
Return to Inventory Management, set an expiration date to be earlier than the form date.
Return to Medication/Issued form, reselect medication, validate medication container is no longer available to select.
Return to "Inventory Management", set the expiration date on the SubForm to be blank.
Return to Medication/Issued form, reselect medication, validate medication container is present.

Topics

• Inventory - Lot Management

ECS-58104 Summary | Details

"Inventory Site Transfer" Performance Improvement

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

Inventory Container Transfer [ADD]
Inventory Container Transfer [NEW]
Inventory Container Transfer Subform
Inventory Site Transfer [ADD]
Inventory Site Transfer [VIEW]
Service Facilities Listing
Transferable Inventory Item

Scenario 1: Inventory Site Transfer - "Inventory Item" Field

Specific Setup:

At least 2 facility sites exist that use inventory. They will be referred to as "Site1" and "Site 2".
An Inventory Type exists with containers.
A different Inventory Type then the one above.
The user knows the medication item and the container to transfer.

Steps

Navigate to "Agency > Inventory Management > Inventory Item Transfer > Inventory Site Transfer".
Click the "Add New" button and select "Inventory Site Transfer".
Set the desired "From Site" as "Site 1", and "To Site" as "Site 2".
Validate the SubForm does not display any records when selecting the sites.
Validate "Inventory Item" field contains a "star" in the label.
Set the "Inventory Item" field to the value in the precondition.
Validate the SubForm refreshes and displays the containers that match the medication type selected for the "From" facility.
Add a check mark to the desired "Inventory Container" to transfer.
Click the "Save" button.
Validate the screen refreshes to the listing.
Select the item and validate the fields are the same as the saved values. In this example the "From Site" will be "Site 1", the "To Site" will be "Site 2".
Exit off this form.
Do another Site Transfer with the same parameters from the start.
Validate the transferred container does not display in the original "From Site", "Site 1".
Set the "From Site" to "Site 2". Do not modify the other values.
Validate the "Container" SubForm refreshes.
Validate the container transferred displays.
Change the "From Site" back to "Site 1".
Validate the "Containers" SubForm refreshes.
Validate the containers in "Site 1" display.
Modify the "Inventory Item" to a different value.
Validate the "Containers" SubForm refreshes.
Validate the "Inventory Item" that was previous does not display on the "Containers" SubForm.
Validate the containers that display belong to that "Site" and "Inventory Type". If no containers exist for that site, the SubForm will be blank.

Topics

• Inventory - Medications

ECS-53677 Summary \| Details Front Desk Report Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Active events by Program or Clinic2 Conditional Formatting Configuration Data Source Configuration - Data Sources Folders Setup Front Desk Calendar Appointment [ADD] Front Desk People Search FrontDeskCalendar FrontDeskCheckIn NX Report Processor Program Listing By Agency and Worker Report Designer Staff - Service Providers (by Staff_id) NES Staff - Service Providers by Program and Facility Write-off reasons for Scheduled Events Scenario 1: Validate Front Desk Scheduled Tasks Reports Specific Setup: Validate "is_cancelled_or_write_off" data source available. Select and add the column to be visible. Steps Navigate to "Reports > NX Custom Reporting > NX Custom Reporting > Custom Reporting". Set the search bar to desired Report. Click "Actions". Select "Edit Report" from the drop down list. Scroll down to the "Is Cancelled?" row. Check the "Visible?" checkbox. Click Save. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Click the "View Calendar" button. Click the "New Appointment" button. Fill out required fields. Click Save. Close out of the Calendar. Click the "Refresh" button. Verify the Appointment is listed in the "Scheduled" column. Click the "Cancel Appt" button within the Appointment link. Select desired Reason to cancel the appointment. Verify the Appointment is listed in the "Cancelled/No Show Appointments" column. Click the "View Calendar" button. Click the "Reports" tab. Fill out required fields. Click the "Run Report" button. Verify the information is listed in the report. Verify the "Is Cancelled" column exists. Click Close.	Topics • Front Desk • Reports
ECS-54496 Summary \| Details "Calendar Appointments" Report Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client - Scheduled Tasks [ADD] Report Selection Picklist Define Value (Yes, No) for parameters on reports Report Parameters PickList Reports > Clients > Services & Treatment > Calendar Appointments Active events by Program or Clinic2 Client Related Task - New [EDIT] Front Desk Calendar Appointment [ADD] Front Desk People Search FrontDeskCalendar FrontDeskCheckIn NX Report Processor Program Listing By Agency and Worker Services: Reason for No Show Staff - Service Providers (by Staff_id) NES Write-off reasons for Scheduled Events Service and Attendance Facilities Listing Workgroups for manual assignment to clients Clinic Info Save Query [ADD] Saved Report Queries Scenario 1: “Calendar Appointments” – Report Selection Picklist Specific Setup: User has access to Reports module. Steps Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments". Click on the "Report Selection" search. Validate the below items are listed within the "Report Selection Picklist". "Order by Client/Program" "Order by Client/Program/Service/Date" "Order by Program/Client" "Order by Program/Service/Facility" "Order by Program/Service/Facility/Client" "Order by Program/Worker/Client/Date" "Order by Worker" "Order by Clinic" "Order by Workgroup" "Order by Clinic/Workgroup/Client/Date" "Order by Clinic/Service/Facility/Client" "Order by Clinic/Service/Facility" "Order by Clinic/Client" "Order by Client/Clinic/Date" "Order by Client/Clinic" Click "X" close. Scenario 2: "Calendar Appointments" Report Parameters Specific Setup: User has access to Reports module. Steps Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments". Validate the below parameters are present on the "Report Form". "Sched. From Date" "Sched. Thru Date" "Check In From Date" "Check In Thru Date" Validate the below parameters are present on the "Sub Form". "Client" "Service" "Program" "Facility" "Clinic" "Workgroup" "Worker" "Reason for No Show" "No Show", with value options of "Yes" or "No" "Cancel/Write Off, with options of "Yes or "No" "Suppressed from Front Desk", with options of "Yes or "No" "Completed", with options of "Yes or "No" Click the "X" button to close the "Report Parameter Picklist". Scenario 3: “Calendar Appointments” – Report Output With Program, Facility and Staff Specific Setup: User has access to Front Desk. User has access to Reports module. Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", and click on the "View Calendar" button. Click on "New Appointment", and schedule three services that contain a "Program", "Facility", and "Staff Responsible". Update each of the appointments as follows: "Check In" one of the appointments. "No Show" one of the appointments, and note the "Reason for No Show". "Cancel Appt" one of the appointments, and note the "Write -off reasons for Scheduled Events". On the client that is "Checked In", click on the "Open Task Form" button. Check off the "Suppress From Front Desk", and click the "Save" button. Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments". Select desired "Report Selection" Do not set any "Parameters", click the "Preview" button Validate the output, and click the "Close" button. Set the "Sched. From Date" and the "Sched. Thru Date" during the range of your new appointments. Set the "Parameter" to "No Show", with a "Value" as "Y", and click the "Preview" button. Validate the output, and click the "Close" button. Set the "Parameter" to "Cancel/Write Off", with the "Write -off reasons for Scheduled Events" that was selected earlier. Validate the output, and click the "Close" button. Set the "Parameter" to "Suppressed from Front Desk", with a "Value" as "Y", and click the "Preview" button. Validate the output, and click the "Close" button. Set the "Sched. From Date" and the "Sched. Thru Date" outside of the range of your new appointments, and click the "Preview" button. Validate the output, and click the "Close" button. Set the "Check In From Date" and the "Check In Thru Date" to be outside of the range of your new appointment checked In date. Click the "Preview" button. Validate the output, and click the "Close" button. Scenario 4: “Calendar Appointments” Report Output With Program, Facility, and Workgroup Specific Setup: User has access to Front Desk. User has access to Reports module. Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", and click on the "View Calendar" button. Click on "New Appointment", and schedule three services that contain a "Program", "Facility", and "Workgroup". Update each of the appointments as follows: "Check In" one of the appointments. "No Show" one of the appointments, and note the "Reason for No Show". "Cancel Appt" one of the appointments, and note the "Write -off reasons for Scheduled Events". On the client that is "Checked In", click on the "Open Task Form" button. Check off the "Suppress From Front Desk", and click the "Save" button. Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments". Select desired "Report Selection" Do not set any "Parameters", click the "Preview" button Validate the output, and click the "Close" button. Set the "Sched. From Date" and the "Sched. Thru Date" during the range of your new appointments. Set the "Parameter" to "No Show", with a "Value" as "Y", and click the "Preview" button. Validate the output, and click the "Close" button. Set the "Parameter" to "Cancel/Write Off", with the "Write -off reasons for Scheduled Events" that was selected earlier. Validate the output, and click the "Close" button. Set the "Parameter" to "Suppressed from Front Desk", with a "Value" as "Y", and click the "Preview" button. Validate the output, and click the "Close" button. Set the "Sched. From Date" and the "Sched. Thru Date" outside of the range of your new appointments, and click the "Preview" button. Validate the output, and click the "Close" button. Set the "Check In From Date" and the "Check In Thru Date" to be outside of the range of your new appointment checked In date. Click the "Preview" button. Validate the output, and click the "Close" button. Scenario 5: “Calendar Appointments” Report Output With Clinic, Facility and Workgroup Specific Setup: User has access to Front Desk. User has access to Reports module. Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", and click on the "View Calendar" button. Click on "New Appointment", and schedule three services that contain a "Workgroup", "Facility", and "Clinic Responsible". Update each of the appointments as follows: "Check In" one of the appointments. "No Show" one of the appointments, and note the "Reason for No Show". "Cancel Appt" one of the appointments, and note the "Write -off reasons for Scheduled Events". On the client that is "Checked In", click on the "Open Task Form" button. Check off the "Suppress From Front Desk", and click the "Save" button. Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments". Select desired "Report Selection" Do not set any "Parameters", click the "Preview" button Validate the output, and click the "Close" button. Set the "Sched. From Date" and the "Sched. Thru Date" during the range of your new appointments. Set the "Parameter" to "No Show", with a "Value" as "Y", and click the "Preview" button. Validate the output, and click the "Close" button. Set the "Parameter" to "Cancel/Write Off", with the "Write -off reasons for Scheduled Events" that was selected earlier. Validate the output, and click the "Close" button. Set the "Parameter" to "Suppressed from Front Desk", with a "Value" as "Y", and click the "Preview" button. Validate the output, and click the "Close" button. Set the "Sched. From Date" and the "Sched. Thru Date" outside of the range of your new appointments, and click the "Preview" button. Validate the output, and click the "Close" button. Set the "Check In From Date" and the "Check In Thru Date" to be outside of the range of your new appointment checked In date. Click the "Preview" button. Validate the output, and click the "Close" button. Scenario 6: "Calendar Appointments" Reporting Functionality Specific Setup: User has access to Reports module. Steps Navigate to "Reports > Clients > Services & Treatment > Calendar Appointments". Set desired "Sched. From Date", "Sched. Thru Date" and "Report Selection". Click the "Preview" button. On desired client, click on the "Scheduled Date and Time" hyperlink. Validate there is no "Save" button, and click the "X" to close the window. Click the "Print Report" button, Validate the print preview displays accurately. Click the "Cancel" button. Validate alert text containing "Cancelling will discard all changes. Are you sure? Click the "OK" button. Set desired "Sched. From Date", "Sched. Thru Date" and "Report Selection". Click the "Excel" button. Wait for Excel output to download. Open the output, and validate the output file loads with headings/data. Click the "CSV" button. Wait for CSV output to download. Open the output, and validate the output file loads with headings/data. Click on the "Display SQL" button. Validate the output displays within a new window, and click "X" close. Set desired "Report Selection" and any other needed fields. Click the "Save Query" button. Set the "Description" field, and click the "Update" button. Click the "Use Queries" button. Validate the query just saved is present, and select the query. Validate the pre-set report parameters from the query are set. Click the "Preview" button, and validate the output. Click the "Close" button. Click the "Delete Queries" button. Click on the "Description" of the desired query to delete. Validate alert text containing ""Are you sure you wish to delete query name?". Click the "OK" button. Click the "Use Queries" button. Validate the deleted query is not present. Click the "Close" button	Topics • Front Desk • Reports
ECS-55965 Summary \| Details Formset Member to Call Added to Form Designer Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Client Service Entry Form Set Members FormDesigner Interface Design Form Set NX FIELD [EDIT] Scenario 1: Validate Field Formset Member To Call On Form Designer Steps Navigate to "Setup > User Tools > Interface Design > Form Designer". Click "Form Family" button. Select desired "Form Family", such as "Activities - People". Click "P1" button on desired form. Click on "Completed By" row. Validate "Formset to Call" field is set to "Staff Look-up Information". Click "Formset Member To Call" field. Click "Search" button. Validate the look-up table returns the formset members from "Staff Look-up Information" Formset. Select desired formset. Save. Navigate to "Client > Case Management > Service Management > Service Entry". Select desired client. Open desired event that is using the form from step 4. Click on "Completed By" staff name link. Validate the window opens and it defaults to the formset selected in step 10.	Topics • Forms • Service Entry
ECS-56396 Summary \| Details Peripheral Filtering by Facility Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Client Service Entry Drug Dispense Units FormDesigner Interface Design Form Set Label Printer Selection [EDIT] Label Printers Medication - PH [ADD] Medication - PH [EDIT] NX Form Group [EDIT] Peripheral type Peripherals [ADD] Peripherals [Edit] Programs by Services & Enrollment Provider Sites by Agency Staff Lookup their own information [EDIT] Scenario 1: Validate Filter Label Peripherals by Facility Steps Navigate to the "User Profile" link. Note which Facility is being currently used. Make sure the "Is Staff Facility Select Enabled" checkbox is off. Close out of the User Profile. Navigate to "Agency Setup > Other Setups > Turnstiles > Peripherals". Click "Add New" button. Select "Peripherals" from the "Add New" drop down list. Fill out required fields. Add current Facility used in the "Facility" field box. Click Save. Add a different Facility to a different Peripheral. Save the changes. Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued". Click "Add New". Select "Medication Administered" from the New Event drop down list. Fill out required fields. Click Save. Open the recently created Event. Click the Print button. Select "Print Label" from the Print Options list. Click the "Select Label Printer" button. Validate the search table contains the Label Printers that contain the current Facility or no Facility selected. Click a desired Label Printer. Click "Update". Verify the Label has been printed. Click Close. Navigate to "Setup > User Tools > Interface Design > Form Designer". Select desired Form Family. Select desired Form to add a Print Label. Add a "Label" element. Fill out required fields. Check the "Is Label Printing Enabled?" checkbox. Click Save. Note which Form is being used so it will be easier to find the Service Event. Navigate to "Client > Case Management > Service Management > Service Entry". Search and select desired Client. If necessary, create the Service Event. Click the Service Event. Click the Print button. Select "Print Label" from the Print Options list. Click the "Select Label Printer" button. Verify the search table contains Label Printers that contain the current Facility being used or no Facility selected. Select desired Label Printer. Click "Update". Verify the Label is printed. Click Close. Navigate to the User Profile. Select "Facility Information" tab. Check the "Is Staff Facility Select Enabled" checkbox. Click Save. Log out. Log back into myEvolv NX. Verify the "Select a Facility for Session" drop down list exist. Select desired Facility from the drop down list. Click the "Proceed" button. Navigate to "Client > Case Management > Service Management > Service Entry". Search and select desired Client. Click the Service Event that has the print label in the Form. Click Print button. Select the "Print Label" from the Print Options list. Click the "Select Label Printer" button. Verify the search table contains the Label Printer that have the Facility selected in Login or no Facility. Select desired Label Printer. Click "Update". Verify the Label is printed. Click Close.	Topics • Agency Setup
ECS-56899 Summary \| Details Pending Lab Orders Widgets Renamed to OrderConnect Lab Orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search NX ADD RESULT NX FACESHEET NX LAB DETAILS NX LAB ORDER DETAILS NX LAB ORDER RESULT NX ORDER ENTRY - REVIEW NX ORDER ENTRY - SEARCH NX ORDERS NX RESULTS NX SCRATCHPAD NX TOP NAVIGATION OrderConnect Lab Orders [EDIT] OrderConnect Lab Results [EDIT] Staff - Service Providers (by Staff_id) OrderConnect Lab Orders [VIEW] Scenario 1: OrderConnect and Widgets – Validate OrderConnect Returns Results to "OrderConnect Lab Results" and "OrderConnect Lab Orders" Widgets Specific Setup: Client setup with Diagnosis in Diagnoses Information (Priority 1). Client enrolled in Program with OC Services (OC Lab Orders & OC Lab Results). OC Services must be active, visible, and modifiable. Staff setup with Access permissions for OC Lab Orders & OC Lab Results. Lab orders have been created in OrderConnect. Steps Navigate to "Client > Public Health > Labs and Medication > Lab Orders". Select the client. Access Order Connect and add Lab Order and save the work. Exit Order Connect Navigate to "Client > Public Health > Labs and Medication > Lab Orders". Refresh the form. Verify the "OC Lab Orders" item appears. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Select "OrderConnect Lab Results" and "OrderConnect Lab Orders" to be active widgets. Refresh the widgets. Validate the ordered item appears in "OrderConnect Lab Orders" widget. Validate the "OrderConnect Lab Results" does not display the order. In Order Connect, add the lab order result to the client and save the work. Exit out of Order Connect. Navigate to "Client > Public Health > Labs and Medication > Lab Orders". Refresh the form. Validate the "OC Lab Orders" item no longer displays on this form. Navigate to "Client > Public Health > Labs and Medication > Lab Results". Validate the "OC Lab Results" item displays. This is the result just added. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Select "OrderConnect Lab Results" and "OrderConnect Lab Orders" to be active widgets. Refresh the widgets. Validate the lab with the result displays in the "OrderConnect Lab Results" widget. Validate the lab with the results no longer displays in "OrderConnect Lab Orders" widget. Scenario 2: OrderConnect Widget Names - "OrderConnect Lab Results" and "OrderConnect Lab Orders" Specific Setup: At least one lab results from Order Connect has no results. At least one results from Order Connect has a result. Steps Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Click on the "Widgets" button. Validate the "OrderConnect Lab Results" and "OrderConnect Lab Orders" displays. Validate the "Pending Lab Results" widgets do not display. Click both "OrderConnect" Widgets and save the widget. Validate the widgets display. Validate the widget "OrderConnect Lab Orders" contains: Client Name Lab Order Order Date Facility Provider Validate the widget "OrderConnect Lab Orders" filter fields contains the same fields as the columns. Validate this widget contains only the client that does not have the lab results. Validate the widget "OrderConnect Lab Results" contains. Client Lab Order Specimen Collection Date Clinical Review Date Patient Review Date Provider Facility Abnormal Flag. Validate the widget "OrderConnect Lab Results" filter fields contains the same fields as the columns. Validate this widget only contains the client that has the lab results appears in this widget. Click on the “client name hyperlink” in each widget. Validate the "Client Information Screen" displays for that client. Close the form. On the "OrderConnect Lab Orders" Click on the "View Lab Order" icon. Validate the "OrderConnect Lab Orders [VIEW]" displays. Close the view. Hover over the "View Lab Order" Icon. Validate the tool tip "View Lab Order" displays. On the "OrderConnect Lab Results" Click on the "View Lab Order" icon. Validate the "OrderConnect Lab Results [VIEW]" displays. Close the view. Hover over the "View Lab Order" Icon. Validate the tool tip "View Lab Order" displays. Scenario 3: OrderConnect Lab Orders Widget - Validate Discontinued Labs With No Test Results Are Removed From the Widget Specific Setup: A client exists that has a pending lab order from Order Connect for lab results. Steps Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Validate the "OrderConnect Lab Orders" widget contains the lab order. In Order Connect discontinue the order with no results. In myEvolv Navigate to the "Taskbar > My Homeview > Homeview Launcher > Homeview". Validate the "OrderConnect Lab Orders" widget contains the lab order. Navigate to the " Client > Public Health > Labs and Medication > Lab Orders". Validate that lab order displays on the "Listing" and shows the discontinued date.	Topics • Widgets
ECS-56918 Summary \| Details Immunizations Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Alerts - View [VIEW] Client Personal Information [EDIT] Client Search Client Service Entry Immunization Query [ADD] ImmunizationQuery Service Facilities Listing CDC-defined NIP002 - Substance Refusal Reason Immunizations - Standard Codes [ADD] Immunizations - Standard Codes [EDIT] Location Table (Service) Standard Codes - All codes by Event Standard Codes - Immunization Form Entry Scenario 1: Immunization Query - Client Is Found In The Immunization Registry Specific Setup: The client has a State Registry ID and It will match a value in the 3rd party system, the State Immunization Registry. The service form is set up so the "Immunization Query" SubForm, and "Historical" and "Forecast" SubReports will display. Pop-up blocker must be disabled for test browser(s) and URL of test environment. The system is configured to communicate with the State Immunization Registry. Steps Navigate to "Client > Client Information > Health Information > Immunization Query". Select the client from the setup. Add a new "Immunization Query". Save the "Immunization Query". Validate an "Immunization Query" result displays. Navigate to "Client > Case Management > Service Management > Service Entry". Select the service that has the SubForm and SubReports added to it. Validate the query above is filled in the "Immunization Batch" field. Validate the "Historical" and "Forecast" SubReports are accurate to the initial report that displayed. Fill in any additional required fields. Save the service. Validate the service/data saved. Scenario 2: ImmunizationCreated Message to Include StatusCode Steps Internal Testing Only.	Topics • CareConnect • Immunizations
ECS-57118 Summary \| Details Immunization MSH-16 Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Historical Immunizations Registry - Public Health [EDIT] Vaccine Lookup Immunization Query [ADD] Service Facilities Listing Scenario 1: UpdateVaccination - applicationAcknowledgementTypeCode Steps Internal testing only. Scenario 2: QueryVaccination - applicationAcknowledgementTypeCode Steps Internal testing only.	Topics • Third Party Solution
ECS-57237 Summary \| Details "Visit Task" Widget 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 Override Reason for Schedule Events Validation PH MV Next Task Subform PH PRIMARY CARE MAIN - EXIT [ADD] PH PRIMARY CARE MAIN - VISIT [EDIT] Program Listing By Agency and Worker Service Events with Security -Client Staff - Service Providers (by Staff_id) NES Visit Tasks (Widget) Workgroups for manual assignment to clients Client Search My Client Agency Setup [EDIT] My Client Staff Security - B2 Subform MyEvolv Agency Setup [EDIT] MyEvolv Security Scheme Link -B2 Subform Security Schemes Scenario 1: Validate New Visit Tasks Widget Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Click the "View Calendar" button. Click the "New Appointment" link. Fill out required fields. Click Save. Close out of Calendar, if necessary. Click the "Check In" button. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Click on the "Widgets" button. Check "Waiting Room" and "Visit Tasks" checkbox. Save and close. Validate the "Waiting Room" widget contains recently created Appointment. Click on the "Complete Task" button. Scroll down to the "Next Task" tab. Fill out required fields in the SubForm. Click Save. Refresh the Widgets. Verify the Next Appointment created is listed in the "Visit Tasks" widget. Scenario 2: Validate Security Visit Tasks Widget Steps Navigate to "Agency Setup > Other Setups > MyEvolv Setup > MyEvolv Setup". Click the "Visit Tasks" MyEvolv Component cell. Verify the "Is Active" checkbox is checked. Click the "Security Scheme" button. Select desired security scheme. Check "Add Allowed?", "Edit Allowed?", and "Delete Allowed" checkboxes, if necessary. Click Save. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Click the "Widgets" button. Verify the "Visit Tasks" checkbox exists. Check the checkbox. Click Save. Click the "Widgets" button to close out. Validate the "Visit Tasks" widget does not contain the "Unit" column. Validate the "My Tasks" widget contains the "Unit" column. Navigate to "Agency Setup > My Client Setup > My Evolv Shared Component > My Client Setup". Click the "Visit Tasks" MyEvolv Component cell. Verify the "Is Active" checkbox is checked. Click the Security Scheme button. Select desired security scheme. Check "Add Allowed?", "Edit Allowed?", and "Delete Allowed" checkboxes, if necessary. Click Save. Navigate to "Client > Public Health > Client and Visit Information > myClient". Search and select desired Client. Click the "Widgets" button. Verify the "Visit Tasks" checkbox exists. Check the checkbox. Click Save. Click the "Widgets" button to close out. Validate the "Visit Tasks" widget does not contain the "Unit" column. Validate the "My Tasks" widget contains the "Unit" column.	Topics • Widgets
ECS-57246 Summary \| Details Public Health Forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Active events by Program or Clinic Active events by Program or Clinic2 Client Search Event Definitions with Category Front Desk Calendar Appointment [ADD] Front Desk People Search FrontDeskCalendar FrontDeskCheckIn PH Hansen's Disease - Exit [ADD] PH Hansens Disease - Screening [ADD] PH Hansens Disease - Screening [EDIT] PH MH HIV Testing Negative Test Result [Add] PH MV After Visit Summary Sub Form Subform PH MV Alert and Restrictions B2E Subform PH MV Cage Alcohol Abuse [ADD] PH MV Cage Substance Abuse [ADD] PH MV Centor Score [ADD] PH MV Child-Pugh Score for Cirrhosis Mortality [ADD] PH MV C-SSRS Screener [ADD] PH MV DAST [ADD] PH MV HIV Case Information [ADD] PH MV HIV Partner Services Information [ADD] PH MV HIV Testing Details [ADD] PH MV HIV Testing Negative Test Result [ADD] PH MV HIV Testing Positive Test Result [ADD] PH MV Next Task Subform PH MV PC Audit [ADD] PH MV PHQ Risk Assessment [ADD] PH MV PHQ-2 [ADD] PH MV Return to Care Sub Form Subform PH MV S2BI [ADD] PH MV S2BI and CRAFFT [ADD] PH MV SBIRT [ADD] Program by Client's Service Track and Service Program Listing By Agency and Worker Provider Sites by Program Return to Care Form [VIEW] Service Events with Security -Client Visit Note [EDIT] Workgroups for manual assignment to clients Client Personal Information [EDIT] Country of Origin FormDesigner Interface Design Form Set PH Address with Country Subform PH Case Management Form Set PH Client and Visit Information Form Set PH Hansen's Disease Form Set PH Hepatitis Form Set PH HIV Form Set PH Immunization Form Set PH Labs and Medication Form Set PH Primary Care Form Set PH Reproductive Health Form Set PH Tuberculosis Form Set PH Well child Form Set Inventory Container by Drug Method Drug/Substances taken People Medications - Active Medications PH Hansens Disease - Exit [ADD] PH Hepatitis Main - Exit [ADD] PH HIV Exit [ADD] PH Immunizations Exit [ADD] PH MV Medication Administration [ADD] PH MV Medication Administration Subform PH PRIMARY CARE MAIN - EXIT [ADD] PH RH Exit [ADD] PH Tuberculosis Main - Exit [ADD] PH Tuberculosis Main - Visit [EDIT] PH WC Child Health - Exit [ADD] Vaccine Administrative Site Interpretation Details Subform Interpretation Set [EDIT] Sub Reports - System Form Set Sub-Report Designer [VIEW] Agency Program Services [EDIT] Agency Program System Services by Program [EDIT] Agency Service Group Template look-up Event Categories - System Modifiable Event Categories/People - User Modifiable Event Definition User - People [EDIT] Event Definition User - System Modify [EDIT] Event Definitions - People Based Form Set Group Profile Type - By System Event System Events Modifiable Form Set Scenario 1: Hansen's Public Health Workflow Specific Setup: User must have access to Public Health. Scheduled task must have "Suppress from Front Desk" checked off in order to display within the "Visit Tasks Widget". Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", click on "View Calendar". Click on "New Appointment", and set the desired "Workgroup", "Program", "Event", "Person, and click the "Save" button. Return to the Check in screen and click on the "Refresh" button. Check In the newly created appointment. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Within the "Waiting Room" widget, click on the "Complete Task" icon for the desired client. Validate the "Program Providing Service" field is listed as the top of the Hansen's Disease - Screening Event". Complete the Task and click the "Save" button. Note, the event will remain open. Complete the "PHQ-2" within the Risk Assessments Form Group. Verify the information below for the "Hansen's Screening" event. "Program Documentation Group" is present Label within the "Program Documentation Group" is "myInsight QA 6 - Hansen's Program Documentation". "Visit Note Group" is present. Check off the "Visit Note" box. Check off the "Return to Care Form". Schedule the next task of "Hansen's Disease - Visit". Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Within the "Visit Tasks" widget, open the task to complete. Set the event to "Hansen's Exit" event. Enter any additional desired information, and click the "Save" button. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Within the "Visit Tasks" widget, click on the "Complete Task As" button for the event. Enter any additional information to complete the task, and click the "Save" button. For new events not within "Hansen's": Navigate to "Client > Public Health > HIV > Program Documentation", and select the desired client. Click on the "Add New" button and ensure that data can be entered for the below. Note that the "Program Providing Service" will not default. SBIRT HIV Testing Positive Test Result HIV Case Information HIV Partner Services Information HIV Testing Details HIV Testing Negative Test Results Navigate to "Client > Public Health > Primary Care > Program Documentation", and select the desired client. Click on the "Add New" button and ensure that data can be entered for the below. Note that the "Program Providing Service" will not default. AUDIT C-SSRS Screener CAGE Alcohol Abuse Screening Tool CAGE-AID Substance Abuse Screening Tool Centor Score (Modified/McIsaac) for Strep Pharyngitis Child-Pugh Score for Cirrhosis Mortality DAST Navigate to "Client > Public Health > Reproductive Health > Program Documentation", and select the desired client. Click on the "Add New" button and ensure that data can be entered for the below. Note that the "Program Providing Service" will not default. S2BI and CRAFFT S2BI Reviewing the "Visit Note". Navigate to "Client > Public Health > Client and Visit Information > Visit Note". Launch a "Visit Note" that was previously completed. Validate the "Lab/Radiology Orders" sub report is present. Validate the "Radiology Results" sub report is present. Click on the "Patient Return to Care Form" form group. Select the "Date" within the sub report. Validate the "Return to Care Form [VIEW] launches, and contains "Medications", "Instructions" and "Refills Remaining". Scenario 2: PH Address with Country Specific Setup: User has access to Setup module. In "Setup > User Tools > Interface Design > Form Designer", form family "Personal Information": "Client Personal Information" form must be designated as the default form. Add "Sub Form" for the "County Address". Enter desired "Caption". "Sub Form Family" must contain "ADDRESS_INFO_PEOPLE - Address Info for people". "Sub Form" must contain "PH_ADDRESS_COUNTRY - PH Address with Country". Check off the "Is Visible" and "Is Modifiable" fields. Steps Navigate to "Client > Client Information > Personal Information > Demographics". On the new SubForm, enter "USA" within the "Country" Field. Set the desired "Street Address", "City", "State", and "Zip Code". Click the "Save" button. Navigate to "Client > Client Information > Personal Information > Demographics". On the new SubForm, enter any other country within the "Country" Field except for "USA". Set the "City" field. Validate the "State" field is disabled. Click the "Save" button. Scenario 3: Hansen's Disease - Navigation Specific Setup: User access to client. User access to Client module. Steps Navigate to "Client > Public Health > Hansen's Disease > Hansen's Disease". Click on "Select Client" and choose desired client. Validate the items indicated below are present. Program Documentation Assessment and Plan Education and Counseling Additional Documentation Additional Education Navigate to "Client > Public Health > Well Child > Well Child". Validate the below Form Set Members are present. Program Documentation Additional Documentation Additional Education Navigate to "Client > Public Health > Tuberculosis > Tuberculosis". Validate the below Form Set Members are present. Program Documentation Additional Documentation Additional Education Navigate to "Client > Public Health > Primary Care > Primary Care". Validate the below Form Set Members are present. Program Documentation Additional Documentation Additional Education Navigate to "Client > Public Health > Reproductive Health > Reproductive Health". Validate the below Form Set Members are present. Program Documentation Additional Documentation Additional Education Navigate to "Client > Public Health > Hepatitis > Hepatitis". Validate the below Form Set Members are present. Program Documentation Additional Documentation Additional Education Navigate to "Client > Public Health > HIV > HIV". Validate the below Form Set Members are present. Program Documentation Additional Documentation Additional Education Navigate to "Client > Public Health > Immunization > Immunization". Validate the below Form Set Members are present. Additional Documentation Additional Education Navigate to "Client > Public Health > Case Management > Case Management". Validate the below Form Set Members are present. Group Notes Additional Documentation Additional Education Navigate to "Client > Public Health > Client and Visit Information > myClient". Validate the below Form Set Members are present. Substance Use Assessments Additional Documentation Additional Education Navigate to "Client > Public Health > Labs and Medication > Medication History". Validate within the "Completed Events", the below fields are present. Entered With Type Drug Product Strength Start Date Date Discontinued Staff Prescribed By RX# Pharmacy Pharmacy Address Pharmacy Phone Pharmacy Fax Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued". Validate the below fields are listed. Type Date Staff Medication Route of Administration Administrative Site Dose/Quantity – (In Inventory Units) Units Remaining Refills Status Navigate to "Client > Public Health > Labs and Medication > Lab Orders". Validate the following fields are listed. Test Date Type Order Type Test Type Discontinued Date Physician/Staff Ordered By – Other Entered With Status Navigate to "Client > Public Health > Labs and Medication > Lab Results". Validate the below fields are listed. Test Date Type Order Type Test Type Discontinued Date Physician/Staff Ordered By – Other Entered With Status Navigate to "Client > Public Health > Immunization > Immunizations". Validate the below fields are listed. Event Completed By Vaccination Date Vaccine Disease with Presumed Immunity Disease with Serological Evidence of Immunity Status Scenario 4: Public Health Visit Forms Updates Specific Setup: User has access to client. User has access to Public Health. Steps Navigate to "Client > Public Health > Tuberculosis > Visits" Open an existing "Tuberculosis Dot Visit" Validate the "Program Providing Service" field is located at the top and next to the "Link to Client" field, and that it does not default. Validate the "Notes from Front Desk" sub report is present. Validate the "Sensory Screenings" and the "Program Documentation" groups are present. Verify the "Program Documentation" group contains a label of "myInsight QA 5 Hep & TB Documentation". Click on the "Medication Issue/Administer" group. Begin a new line entering "Manual Medication Count - Public Health" within the "Type" field. Enter desired information within the "Prescription" and "Medication" field. Validate the "Medication Container Number" and the "Lot Number" fields are disabled. Begin a new line entering "Medication Issue" within the "Type" field. Validate the "Administrative Site" field is disabled. Pick desired "Prescription" and validate the "Medication" field is populated. Enter "Medication Container Number", and validate the "Lot Number", "Dose/Quantity (in inventory units)", and the "Units" fields are disabled. Begin a new line entering "Medication Administered" within the "Type" field. Set the desired "Prescription" and "Medication" fields. Click on the "Actions" button and select "Expand Form". Change the "Route of Administration" to "Intradermal". Validate the "Administrative Site" is enabled and click the search. Validate the "Vaccine Administrative Site" look up table displays, and choose desired information. Set the desired "Medication Container Number" and click on "Save". Navigate to each of the below locations for desired client and validate. "Client > Public Health > Well Child > Visits". "Client > Public Health > Tuberculosis > Visits". "Client > Public Health > Primary Care > Visits". "Client > Public Health > Immunization > Visits". "Client > Public Health > Reproductive Health > Visits". "Client > Public Health > Hepatitis > Hepatitis". "Client > Public Health > HIV > Visits". "Client > Public Health > Hansen's Disease > Visits". Click on the desired Exit form. Validate the "Program Providing Service" field is at the top and next the "Link to Client" field, and that it does not default. Validate the "Medication History" sub report is present. Validate the "Medications Prescribed Today" is present. Validate the "Program Documentation" sub report is present, with the exception of "Immunizations". Validate the "Lab" sub report is present. Validate the "Most Recent Radiology Result" is present. Validate the "Most Recent Radiology Order" is present. Validate the "Medication List" sub report is present. Validate the "Medications Prescribed Today" is present. Validate the "Medication Issue/Administer" sub report is present. Validate the "Most Recent Previous Medication Issued/Administered" is present Validate the "Medications Issued/Administered Today" is present. Validate the "Visit Note" sub form is present. Scenario 5: Public Health Sub Reports and Interpretation Sets Specific Setup: User has access to Setup module. Steps Navigate to "Setup > User Tools > Sub Reports - System > System Sub Reports" Click on "Select Sub Reports". Set the "Data Source Name" to "ph_test_header_view". Validate "PH MV Visit Note for Visit Form Top 1" is present. Set the "Data Source Name" to "ph_address_country_view". Validate "PH MV Address with Country’" is present. Set the "Data Source Name" to "ph_event_group_event_expanded_view". Validate "PH MV Hansens Additional Documentation Hx" is present. Validate "PH MV myInsight Immunizations Screenigns for Face Sheets" is present. Validate "PH MV WC Nutrition & Wellness Tests/Assessments’" is present. Set the "Report Name" to "PH MV Hansen's Reason for Visit" Validate the "Form to Launch" is set to "PH MV Hansens Reason for visit FaceSheet". Click the "Select Sub Reports" button and set the "Report Name to "PH MV Smoking" Select "PH MV Smoking Status". Validate the below "Column Name" are present. Smoking_status_tobacco_desc years_smoked packs_per_day date_last_quit_attempt cessasion_intervention_done Click the "Select Sub Reports" button and set the "Report Name to "PH MV WC Reason for Visit". Validate the "SQL Code" text area contains data Click the "Select Sub Reports" button and set the "Report Name to "PH MV WC Reason for Visit History". Validate the "SQL Code" text area contains data Navigate to "Setup > Treatment and Tests > Test Setup > Interpretation" Click on the "Filter", and set the "Description" to Contain "PH S2". Click the "Apply" button. Click on the "PH S2BI Alcohol" description. Validate the below Sub Form records indicated below are present, and click "X" to close. Alcohol: Low Risk Alcohol: Moderate Risk Alcohol: No Reported Use Alcohol: High Risk Alcohol: Not Assessed Click on the "PH S2BI Illegal Drugs" description. Validate the Sub Form records indicated below are present, and click "X to close. Drugs: High Risk Drugs: Low Risk Drugs: No Reported Use Drugs: Moderate Risk Drugs: Not Assessed Click on the "PH S2BI Inhalants" description. Validate the Sub Form records indicated below are present, and click "X to close. Inhalants: No Reported Use Inhalants: Not Assessed Inhalants: Low Risk Inhalants: Moderate Risk Inhalants: High Risk Click on the "PH S2BI Marijuana" description. Validate the Sub Form records indicated below are present, and click "X to close Marijuana: High Risk Marijuana: No Reported Use Marijuana: Not Assessed Marijuana: Moderate Risk Marijuana: Low Risk Click on the "PH S2BI Prescription Drugs" description. Validate the Sub Form records indicated below are present, and click "X to close. Prescription Drugs: Not Assessed Prescription Drugs: High Risk Prescription Drugs: No Reported Use Prescription Drugs: Low Risk Prescription Drugs: Moderate Risk Click on the "PH S2BI Synthetic Drugs" description. Validate the Sub Form records indicated below are present, and click "X to close. Synthetic Drug: High Risk Synthetic Drugs: No Reported Use Synthetic Drugs: Moderate Risk Synthetic Drugs: Low Risk Synthetic Drugs: Not Assessed Click on the "PH S2BI Tobacco" description. Validate the Sub Form records indicated below are present, and click "X to close. Tobacco: Low Risk Tobacco: High Risk Tobacco: Not Assessed Tobacco: No Reported Use Tobacco: Moderate Risk Click on the "Filter", and set the "Description" to Contains "PH PUGH" Click the "Apply" button. Click "Actions" and select "Open Form" Validate the "Descriptions" indicated below are present. Child Class C: Life Expectancy 1-3 years Child Class A: Life Expectancy 15-20 years Child Class B: Indication for transplant eval Click "X" to close. Click on the "Filter", and set the "Description" to Contains "PH CRAFFT " Click the "Apply" button. Click "Actions" and select "Open Form" Validate the "Descriptions" indicated below are present. CRAFFT: High Risk CRAFFT: Low Risk CRAFFT: Medium Risk Click the "X" to close. Click on the "Filter", and set the "Description" to Contains "PH CAGE" Click the "Apply" button. Click on the "PH CAGE" description. Validate the "Descriptions" indicated below are present. Within Normal Limits Clinically Significant Click the "X" to close. Click on the "PH CAGE AID description. Validate the "Descriptions" indicated below are present. Within Normal Limits Clinically Significant Click the "X" to close. Click on the "Filter", and set the "Description" to Contains "PH Centor" Click the "Apply" button. Click on the "PH Centor Strep Pharyngitis Criteria McIsaac Mod" description. Validate the "Descriptions" indicated below are present. 5-10% No further testing or antibiotics 28-35% Consider rapid strep testing &/or culture 11-17% Optional rapid strep testing &/or culture 51-53% Consider rapid strep &/or culture maybe ABX 1-2.5% No further testing or antibiotics Click "X" to close. Click on the "Filter", and set the "Description" to Contains "PH AUDIT" Click the "Apply" button. Click on the "PH AUDIT" description. Validate the "Descriptions" indicated below are present. Hazardous or Harmful Range (8-14) Alcohol Dependent Range (15+) Low risk (0-7) Click "X" to close. Click on the "Filter", and set the "Description" to Contains "PH CSSRS" Click the "Apply" button. Click on the "PH CSSRS SCRN REC" description. Validate the "Descriptions" indicated below are present. Moderate Risk: Behavioral Health Referral No Risk Low Risk: Behavioral Health Referral High Risk: Behav Health Consult, Safety Precaution Click "X" to close. Click on the "Filter", and set the "Description" to Contains "PH M-CHAT" Click the "Apply" button. Click on the "PH M-CHAT-R" description. Validate the "Descriptions" indicated below are present. LOW-RISK MEDIUM-RISK: Administer the Follow-Up HIGH-RISK: Refer diagnostic evaluation Click "X" to close. Click on the "Filter", and set the "Description" to Contains "PH MV PHQ" Click the "Apply" button. Click on the "PH MV PHQ2" description. Validate the "Descriptions" indicated below are present. Negative PHQ-2 Positive. Complete PHQ-9 for Further Evaluation Click "X" to close Click on the "PH MV PHQ9" description. Validate the "Descriptions" indicated below are present. Depression Severity: Severe Depression Severity: Moderately Severe Depression Severity: Mild Depression Severity: None-minimal Depression Severity: Moderate Click "X" to close Scenario 6: Agency Service Group Template - Public Health Specific Setup: Within "Setup > Event Setup > People > Events Setup", set the "Event Category" to "Public Health Encounters". Set the "Agency Service Group Template" to "PH MV Sub Event Service Group Template", for the below events. Hansen’s Assessment/Plan Hansens Disease - Exit Hansens Disease - Screening Hansens Disease - Visit Within "Setup > Event Setup > System-Modifiable > Events Setup", set the "Event Category" to "Public Health Tests/Assessments for People – System". Set the "Agency Service Group Template" to "PH MV Sub Event Service Group Template", for the below events. Centor Score (Modified/McIsaac) for Strep Pharyngitis CAGE-AID Substance Abuse Screening Tool CAGE Alcohol Abuse Screening Tool AUDIT Child-Pugh Score for Cirrhosis Mortality DAST Child Health Risk Assessment Full C-SSRS Screener C-SSRS Screener - Child Preparticipation Physical Evaluation (PPE) HIV Testing Details HIV Testing Negative Test Result HIV Testing Positive Test Result HIV Case Information HIV Essential Support Services HIV Partner Services Information PHQ-2 PHQ-2 to PHQ-9 S2BI S2BI and CRAFFT SBIRT STD Testing Steps Navigate to "Setup > Event Setup > People > Events Setup". Set the "Event Category" to Public Health Encounters". Validate the "PH MV Sub Event Service Group Template" can be selected within the "Agency Service Group Template" field. If necessary, select "PH MV Sub Event Service Group Template", and click "Save" Navigate to ""Setup > Event Setup > System-Modifiable > Events Setup". Set the "Event Category" to "Public Health Tests/Assessments for People – System". Validate the "PH MV Sub Event Service Group Template" can be selected within the "Agency Service Group Template" field. If necessary, select "PH MV Sub Event Service Group Template", and click "Save".	Topics • Client • Event Setup • Forms • Setup
ECS-57314 Summary \| Details Front Desk Check In Buttons Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Active events by Program or Clinic2 Calendar Appointment Front Desk People Search FrontDeskCalendar FrontDeskCheckIn Program Listing By Agency and Worker Staff - Service Providers (by Staff_id) NES Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX Scenario 1: Front Desk - "Walk In" Button Specific Setup: Check off the "Suppress Walk In Button?" located within "Agency Setup > Agency > Agency > Agency Information". User access to Agency Setup module. Steps Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Validate the "Walk In" button is not present. Click on "View Calendar", and set the desired information to create a new appointment. Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX" and set the filters for the newly created appointment. Validate appointment displays within the "Scheduled" column. Scenario 2: Front Desk - "Clinic Walk In" Button Specific Setup: Check off the "Suppress Clinic Walk In Button?" located within "Agency Setup > Agency > Agency > Agency Information". User access to Agency Setup module. Steps Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Validate the "Walk In" button is not visible. Click on "View Calendar", and set the desired information to create a new appointment. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Set the filters for the newly created appointment. Validate the newly created appointment displays within the "Scheduled" column. Scenario 3: Validate Tool Tips: "Suppress Walk In?" button and "Suppress Clinic Walk In?" button Specific Setup: Staff has access to Agency Setup. Steps Navigate to "Agency Setup > Agency > Agency > Agency Information". Hover over "Suppress Walk In Button?". Validate the tool tip of "Hides (Walk In) button when checked", displays. Hover over "Suppress Clinic Walk In button?". Validate the tool tip of "Hides (Clinic Walk In) button when checked", displays. Scenario 4: Front Desk - "Walk In" and "Clinic Walk In" Buttons Specific Setup: Within "Agency Setup > Agency > Agency > Agency Information", check off the below fields: "Suppress Walk In Button?" "Suppress Clinic Walk In Button?" User access to Agency Setup module. Steps Navigate to " Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Validate the "Walk In" and the "Clinic Walk In" buttons are not present. Click on "View Calendar" and create a new appointment. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Set the filters for the newly created appointment. Validate the new appointment displays within the "Scheduled" column.	Topics • Agency Setup • Front Desk
ECS-57369 Summary \| Details Lab Results From OrderConnect Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search OrderConnect - Lab Result Detail -- Webpage Dialog OrderConnect Current Medication Profile OrderConnect Current Order Profile OrderConnect Member Sign-On Program Enrollments For Use With OrderConnect Scenario 1: OrderConnect - Validate Result Dates in Lab Orders Steps Navigate to "Client > Public Health > Labs and Medication > Lab Results". Search and select desired Client. Click Actions. Select "OC e-Prescription" from the Actions drop down list. Verify the pop-up window for OrderConnect exist. Click "Continue". Select the "Orders" tab. Click the "Add Result" link. Fill out required fields. Click Save. Close out of OrderConnect. Click "Refresh" button in myEvolv NX. Verify information entered in OrderConnect is listed in the Listing.	Topics • OrderConnect
ECS-57425 Summary \| Details "National Drug Code Barcode" Field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client > Client Information > Health Information > Immunizations - Public Health Client > Client Information > Health Information > Medications Immunizations - Public Health [ADD] Immunizations - Public Health[ADD] Inventory Container By Vaccine Program Listing by Agency and Service Event Select Client Service Facilities Listing Vaccine Funding Source Vaccines In Inventory VFC Eligibility Client Search Facility Enrollment Client Inventory Container by Drug Look Up Tables Where Used [VIEW] Look-Up Table Definition Details Subform Look-up Tables Definitions Form Set Med Administration - Public Health [ADD] Medications In Inventory Program by Client's Service Track and Service All Funding Sources FormDesigner Inventory Container [EDIT] Inventory Container Subform Inventory Item Inventory Lot Inventory Lot Maintenance [EDIT] Inventory Lot Management Form Set Inventory Lot New Entry [ADD] NX FIELD [EDIT] stcodes_all_codes_ndc Scenario 1: NDC Barcode - Validate "Inventory Container By Vaccine" Lookup Table Functions Specific Setup: The "National Drug Code Barcode" Fields have been configured to display. At least two containers were received with "Immunization" inventory. The first container will have the "National Drug Code" and the "National Drug Code Barcode" fields filled in with different values. In this example it will be referenced as "Container1". The "National Drug Code" will be "ndcdrugcode" and the "National Drug Code Barcode" will be "ndcbarcode1". The second container will exist with no value entered for the "National Drug Code Barcode" field. The "National Drug Code" field will have a value. In this example this will be "Container2". The "National Drug Code" will be "ndcdrugcode". Steps Navigate to "Client > Client Information > Health Information > Immunizations - Public Health". Select a client and add a new immunization event. Fill in the required fields. Select the "Vaccine Funding Source". Check mark the "Show All Vaccine Containers" check box. Select the "Vaccine Container Number". Validate the "Inventory Container By Vaccine" displays. Validate the "National Drug code" search box displays. Validate there is no column for this field. Enter the barcode value. In this example it will be "ndcbarcode1". Click Search. Validate the only container to display is the one with the bar code value entered. In this example "Container1". Reset the search. Set the value to the NDC Value used. In this example it will be "ndcdrugcode". Click Search. Validate only the container that has this value displays. In this example "Container2". Redo the search that has a common set of values for both NDC values. In this example "NDC%". Click Search. Validate both containers display. In this example "Container1" and "Container2". Exit from the form. Scenario 2: NDC Barcode - Validate "Inventory Container By Drug" Look Up Table, "National Drug Code" Search Field Functions Specific Setup: The system is configured to display the "National Drug Code Barcode" field. Two containers were added using Medication Inventory Both containers will have the same lot number, different container numbers, different responsibility centers, different units. "Container1" will have both the "National Drug Code" and "National Drug Code Barcode" fields filled in. In this example the "NDC" will be "MEDNdc" and the barcode will be "MedBarcode". "Container2" will have the "National Drug Code" filled in and the "National Drug Code Barcode" blank. A client will exist that will be able to be given medication inventory. Steps Navigate to "Client > Client Information > Health Information > Med Administration - Public Health". Search and select the desired Client. Click "Add New". Select "Med Admin PH - Oral" from the "Add Event" drop down list. Fill out the required fields. Verify the "National Drug Code" column is visible in the "Medication Container Number" LUT. Validate the container that has both NDC and NDC Barcode fields filled in display the NDC Barcode value. In this example "Container 1" will display with the "National Drug Code Barcode" value. Validate the container that has just the NDC value filled in and the NDC Barcode value is blank, displays only the NDC Value. In this example "Container 2" will display with the "National Drug Code" value. Set the "National Drug Code" search field to a "National Drug Code" value. Validate the only records that displays are the ones that have only the "National Drug Code" value populated. This would be "Container2". Validate the container with the "National Drug Code Barcode" does not display. In this example this would be "Container1". Set the "National Drug Code" field to a "National Drug Code Barcode" value. Validate the only records that displays are the ones that have only the "National Drug Code Barcode" value populated. In this example "Container1". Validate the container with both values filled in does not display. In this example "Container 2" will not display. Set the "National Drug Code" search field to a pattern that both values have in common. In this example "Med%". Validate the values with the pattern entered display. In this example both containers display. Scenario 3: NDC Barcode Field - Inventory Lot New Entry - Validate Barcode Field Specific Setup: The system has been configured to show the NDC Barcode Field on the "Inventory Container Subform" and "Inventory Lot New Entry" form. Steps Navigate to "Agency > Inventory Management > Lot Management > Inventory Management". Add a new inventory lot. Validate the field "National Drug Code Barcode" displays on the "Inventory Lot New Entry" form. Validate the field max size is "15" characters. Enter numbers and letters. Note the value entered for the "National Drug Code Bar Code" field. Fill the form in and save the record. Select the record just created on the "Inventory Lot" look up table. Validate the information displays on the "Inventory Lot Maintenance" form. Expand the SubForm under the "Containers" heading. Validate the "National Drug Code Barcode" field displays and has the value noted above. Scenario 4: NDC Barcode - Validate Scanning A "2D" Barcode Will Populate The Field Using Scanner Steps Navigate to Agency > Inventory Management > Lot Management > Inventory Management Enter a new lot Fill in all the required fields except the National Drug Code Barcode Field. Set the cursor on the National Drug Code Barcode is to be entered Scan the barcode value. Validate the barcode scanned displays in the field. Save the form. Validate the form saves. Select the Lot. Expand the "Containers" SubForm. Validate the barcode value displays in the "National Drug Code Barcode" field.	Topics • Inventory - Immunizations • Inventory - Lot Management • Inventory - Medications • Inventory - Supplies
ECS-57426 Summary \| Details Confidential Contact in Label Templates Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client > Client Information > Personal Information > Demographics Client Search Setup > User Tools > Interface Design > Form Designer Scenario 1: Label Templates for "Confidential Contact Information" Specific Setup: Label containing the below items must be present on demographics form. "FullAddress" "EmailAddress" "StreetAddress" "StreetAddress2" "CityAddress" "StateAddress" "ZipCode" "DayPhone" "EveningPhone" User must have access to client. Steps Navigate to "Client > Client Information > Personal Information > Demographics". Click "Select Client" and choose desired client. Ensure there is a label present on the form displays the client information. Take note of the information on the label. Within the "Confidential Contact Information" Check off "Use Confidential Address", and set the "Address", "Address 2", "City", "State", and "Zip Code" fields. Check off "User Confidential Phone Number" and set the "Phone Number" field. Check off "Use Confidential Email" and set the "Email Address" field. Click the "Save" button. Review the label and validate the new values that were set within the "Confidential Contact Information" display.	Topics • Confidentiality
ECS-57433 Summary \| Details RXA-16 Segment, Expiration Dates Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search 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 Immunization Observation Public Health Subform Immunizations - Public Health [ADD] Inventory Container By Vaccine Program Listing by Agency and Service Event Service Facilities Listing Vaccine Funding Source Vaccine VIS Vaccines In Inventory VFC Eligibility Scenario 1: RXA-16 HL7 Segment - Validate The Values Expiration Date Is Blank In The "Historical Immunizations Registry- Public Health" Steps Internal Testing Only. Scenario 2: Immunization RXA-16, UpdateVaccination- Validate Segment "RXA-16" Container Expiration Date Steps Internal Testing Only.	Topics • CareConnect • Immunizations
ECS-57463 Summary \| Details Pending Lab Results Widgets Renamed to OrderConnect Lab Results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: OrderConnect Lab Orders [VIEW] OrderConnect Lab Results [EDIT] Scenario 1: OrderConnect Widget Names - "OrderConnect Lab Results" and "OrderConnect Lab Orders" Specific Setup: At least one lab results from Order Connect has no results. At least one results from Order Connect has a result. Steps Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Click on the "Widgets" button. Validate the "OrderConnect Lab Results" and "OrderConnect Lab Orders" displays. Validate the "Pending Lab Results" widgets do not display. Click both "OrderConnect" Widgets and save the widget. Validate the widgets display. Validate the widget "OrderConnect Lab Orders" contains: Client Name Lab Order Order Date Facility Provider Validate the widget "OrderConnect Lab Orders" filter fields contains the same fields as the columns. Validate this widget contains only the client that does not have the lab results. Validate the widget "OrderConnect Lab Results" contains. Client Lab Order Specimen Collection Date Clinical Review Date Patient Review Date Provider Facility Abnormal Flag. Validate the widget "OrderConnect Lab Results" filter fields contains the same fields as the columns. Validate this widget only contains the client that has the lab results appears in this widget. Click on the “client name hyperlink” in each widget. Validate the "Client Information Screen" displays for that client. Close the form. On the "OrderConnect Lab Orders" Click on the "View Lab Order" icon. Validate the "OrderConnect Lab Orders [VIEW]" displays. Close the view. Hover over the "View Lab Order" Icon. Validate the tool tip "View Lab Order" displays. On the "OrderConnect Lab Results" Click on the "View Lab Order" icon. Validate the "OrderConnect Lab Results [VIEW]" displays. Close the view. Hover over the "View Lab Order" Icon. Validate the tool tip "View Lab Order" displays.	Topics • Widgets
ECS-57562 Summary \| Details "NDC Barcode" Label Template Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Inventory Lot Maintenance [EDIT] Client Search Inventory Container by Drug Inventory Container Subform Inventory Lot Inventory Lot Management Form Set Label Printer Selection [EDIT] Label Printers Medication - PH [ADD] Medication - PH [EDIT] NX Label [EDIT] People Medications - Active Medications Program by Person and Enrollment Scenario 1: NDC BAR Code Label For Public Health - Validate the "Label" In Form Designer Contains the Field "NDCBarcode" Steps Navigate to "Setup > User Tools > Interface Design > Form Designer". Select any form family and any form. Select the "Label Toolbox". Drag it to the form. Select the "Label Field" added. Select the "Templates" Validate the "NDC Barcode" displays in the drop-down list. Click on the above and validate the "NDCBarcode" wording displays. Save the form. Remove the "Label Line". Save the form. Scenario 2: NDC BAR Code Label For Public Health - Validate the Label Work Flow With the "NDC Barcode" Specific Setup: The form to be used has the field for the "NDC Barcode" on it. In this example the form will be the "Medication- PH" form. This is accessed via"Client > Public Health > Labs and Medication > Medication Administered/Issued". The form also contains other label information such as "Date", "Name", "Medication". The Inventory Lot and Container to be used has the "National Drug Code" and the "National Drug Code Barcode" fields filled in. The two values will start out being different. A bar code scanner to read the codes. A Dymo label printer. A third party application such as "Word". Steps Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued". Add a new record. Fill the form in and select the "Container" and "Lot" in the precondition. Save the form. Edit the form. Validate the label information displays. Validate the "Barcode" field displays. Validate the barcode value is the one that is in the "National Drug Code Barcode" field, on the Inventory Management Form. Validate the barcode value has no leading or ending check digits. It will be the exact number in the field. Print the label. Validate the barcode portion of the label prints on a second label. Validate the label displays the exact information on the barcode as image on the form. Using the scanner read the barcode into "Word". Validate the value appears and matches the barcode. Navigate to "Agency > Inventory Management > Lot Management > Inventory Management". Clear both barcode fields for the Lot and Container just used. Save the form. Edit the Medication Administration record just created. Validate the label information displays with the client information and no barcode displays. Navigate to "Agency > Inventory Management > Lot Management > Inventory Management". Set both barcode fields for the Lot and Container used to the same value. Save the form. Edit the Medication Administration record just created. Validate barcode displays with the value entered. Validate printing and reading the barcode functions. Navigate to "Agency > Inventory Management > Lot Management > Inventory Management". Set both barcode fields for the Lot and Container used to the same "12" digit value. Save the form. Edit the Medication Administration record just created. Validate barcode displays with the value entered. Validate printing and reading the barcode functions.	Topics • Forms
ECS-57592 Summary \| Details HL7 Messages for MPI Search Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Intake Wizard Client Search Outside Organizations - distinct Placement Events by Agency/Program - People2 Provider Sites by Program (Vacancy) Staff - Service Providers (Caseloads - Zip Zones) Scenario 1: SearchExternalMPIClient Message - HL7 Steps Internal testing only. Scenario 2: GetExternalMPIClient - HL7 Steps Internal testing only.	Topics • Third Party Solution
ECS-57718 Summary \| Details HL7 Demographic Messages Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Gender Table Initial Enrollment for New Person [ADD] Managing Offices By Agency Operated New Client Personal Information [EDIT] 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 Ethnicity Table Marital History Sub Form Subform Marital Status Table Race Subform Race Table Religion Table Scenario 1: MPI Search Includes HL7 Configurations Steps Internal Testing Only. Scenario 2: Validate MPI Search Demographic Codes Steps Internal Testing Only	Topics • Client • Setup • Third Party Solution
ECS-57719 Summary \| Details MPI Intake Wizard Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Ethnicity Table Gender Table Initial Enrollment for New Person [ADD] Managing Offices By Agency Operated Marital History Sub Form Subform Marital Status Table New Client Personal Information [EDIT] Outside Organizations - distinct Person Information [ADD] Program Listing By Agency and Worker Provider Sites by Program (Vacancy) Race Subform Race Table Referral Reason Table Religion Table Wizard WizardMPISearch Placement Events by Agency/Program - People2 Staff - Service Providers (Caseloads - Zip Zones) Worker Role (to a client or in a workgroup) Table Scenario 1: Validate MPI Search Demographic Codes Steps Internal Testing Only Scenario 2: Validate Adding Client With Existing MPI Steps Navigate to "Client > Client Information > Personal Information > Demographics". Click "Select Client" button. Click "New". Select "Intake - New" from the New drop down list. In the New Client Wizard: Set the "Last Name", "First Name" input boxes to desired Client name. Set the Gender input box to desired gender code. Click "Proceed". Select desired Client name cell that does NOT have a date of birth. Click "Proceed". Verify the Client name has an existing MPI with a date of birth. Click "Proceed". Fill out remaining required fields. Click "Finish". Validate the Client name appears with the date of birth. Click "Select Client" button. Click "New". Select "Intake - New" from the New drop down list. Set the "Last Name", "First Name" input boxes to different desired Client name. Set the Gender input box to desired gender code. Click "Proceed". Check the "New Client" checkbox. Click "Proceed". Verify the Client name has an existing MPI with a date of birth. Click "Proceed". Fill out remaining required fields. Click "Finish". Validate the different Client name appears with the date of birth.	Topics • Client
ECS-57752 Summary \| Details RXA-5 Segment Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Historical Immunizations Registry - Public Health [ADD] Historical Immunizations Registry - Public Health [EDIT] Program by Client's Service Track and Service Provider Sites by Program Serological Evidence of Immunity Standard Codes - disease with Presumed Immunity Standard Codes - Immunization Form Entry Vaccine Lookup Scenario 1: RXA, OBX HL7 Segment - Validate The Values Entered In The "Historical Immunizations Registry- Public Health" Form Allow Proper Segment Values Steps Navigate to "Client > Client Information > Health Information > Immunizations - Public Health". Add a new record for "Historical Immunizations Registry - Public Health". Click on the "Disease with Presumed Immunity" and select a value. Validate the "Vaccine" field automatically populates to "998 no vaccine administered". Validate the "Vaccine" field is disabled. Validate the "Disease with Serological Evidence of Immunity" field is disabled. Select the "Disease with Presumed Immunity" On the look up table that displays select "Clear". Validate the three fields above become enabled. Validate the three fields above are cleared of any data. Select a value for the "Disease with Serological Evidence of Immunity" Validate the "Vaccine" field automatically populates to "998 no vaccine administered". Validate the "Vaccine" field is disabled. Validate the ""Disease with Presumed Immunity" is disabled. Select the ""Disease with Serological Evidence of Immunity" On the look up table that displays select "Clear". Validate the three fields above become enabled. Validate the three fields above are cleared of any data. Select the "Vaccine" field Select a "CVX Code" of "998". Validate the "Disease with Serological Evidence of Immunity" and "Disease with Presumed Immunity" are enabled. Select the "Disease with Presumed Immunity" and choose a value. Validate the "Vaccine" and the "Disease with Serological Evidence of Immunity" are disabled. Clear the value in the "Disease with Presumed Immunity". Valdiate the three fields above are cleared and enabled. Select the "Vaccine" field Select a "CVX Code" of "998". Validate the "Disease with Serological Evidence of Immunity" and "Disease with Presumed Immunity" are enabled. Select the "Disease with Serological Evidence of Immunity" and choose a value. Validate the "Vaccine" and the "Disease with Presumed Immunity" are disabled. Clear the value. Validate the three fields are enabled and blank. Fill in the "Vaccine" field using "998" Enter a value in one of the 2 look up tables. Fill in any of the other required fields. Save the record. Validate the messages are sent to the registry. Validate with the registry the value for the field is accurate. Repeat the above steps while editing an existing record. Validate the results are the same.	Topics • CareConnect • Immunizations
ECS-57853 Summary \| Details Social Security Number Length Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Immunization Query [ADD] Service Facilities Listing Scenario 1: Send Social Security Number via CareFabric Steps Internal testing only.	Topics • Third Party Solution
ECS-57865 Summary \| Details Medication Refills Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Agency [EDIT] Client Search Drug Dispense Units Drug Library Table Facility Enrollment Client Medication Complete Form [ADD] Medication Complete Form [EDIT] Method Drug/Substances taken Scenario 1: "Refills Remaining" Calculations With "Auto-Decrement" in Medication Administration Specific Setup: Staff login with Medication Dispensing credentials. Client enrolled with medications available to add. Staff access to "Agency Setup > Agency > Agency > Agency Information". Validate the checkbox for "Auto-decrement Refills Remaining" is set within "Agency Setup > Agency > Agency > Agency Information". Steps Navigate to "Client > Client Information > Health Information > Medications". Select desired client. Click "Add New" to add a "Medications" event. Set the "Facility" field. Enter desired "Drug Name", "Start Date", "Take/sig". Set the "Quantity" field to "10", and set the desired "Dispense Units". Set the "Refills" input box to "10" Click "Save". Open the medication even that was just entered. Validate the "Quantity" is "10". Validate the "Refills Remaining" is disabled. Validate the "Quantity Remaining" is 10. Set the "Refills" to 10 Set the "Refills Given to 15. Click on "Save" Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button. Set the "Refills Given" to "-15", and click the "Save" button. Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button. Set the "Refills" to "10". Set the "Refills Given" to "1". Click "Save". Click/Open the medication event that was just entered. Validate the "Refills is "10". Validate the "Refills Remaining" is disabled, and set to "9". Set the "Refills" to "0" Click "Save". Validate the alert fires, Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button. Click the "Cancel" button. Validate the alert fires "Cancelling will discard all changes. Are you sure?", and click "OK".	Topics • Medications
ECS-57898 Summary \| Details MPI IDs Are Supported By CareConnect 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 Personal Information [VIEW] Client Search Initial Enrollment for New Person [ADD] New Client Personal Information [EDIT] Person Information [ADD] Placement Events by Agency/Program - People2 Program Listing By Agency and Worker Provider Sites by Program (Vacancy) Referral Reason Table Wizard WizardMPISearch Scenario 1: MPI - Adding A Client Via Selecting An Existing MPI Client Specific Setup: MPI is configured for the system by Netsmart. The "MPI ID" field is configured to be visible on the "Demographics" form by Netsmart. The client name being entered will display search results on the MPI Search form. Steps Navigate to the "Client > Client Information > Personal Information > Demographics". Intake a new client. In the wizard, fill in the "Search" parameters for the client. Click the "Proceed" button. Click the "Create new record with information entered" option. Click the "Proceed" button. Validate the "MPI Search Results" tab displays. Select a client found in the "MPI search results" form. Note the "MPI Number". Finish out the intake process. Validate the demographics form displays the value in the "MPI ID" number field.	Topics • CareConnect • Client
ECS-58106 Summary \| Details CareConnect Inbox Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: BedBoardSSO CareConnectInboxSSO Client Search ConsentsPOVSSO EvolvCS Client [EDIT] Netsmart Technologies (NIAM-DEV) - Extra Verification Staff Information Form Set Staff Listing - Agency Employees (By People ID) Staff with Security [EDIT] Telehealth - Provider Portal Scenario 1: Validate NIAM Users Can Connect to CareConnect Inbox Specific Setup: NIAM user available. Admin user available. Steps Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security" Search for NIAM user. Open Agency Security and Enter username in "Integrated Applications Username" section (make sure username matches 'Login Name') Logout and login as NIAM user. Navigate to "Taskbar > Care Exchange > Care Exchange > CareConnect Inbox" Verify CC Inbox loads inbox dashboard. Navigate to "Taskbar > BedBoard > BedBoard > BedBoard". Verify BedBoard loads. Navigate to "Taskbar > Telehealth > Telehealth > Telehealth". Verify Telehealth loads. Navigate to "Client > Client Information > Personal Information > Manage Consent". Verify ConsentPOV loads. Verify NIAM user is able to SSO after they timeout from Evolv. Logout and back into Admin user. Navigate to "Agency > Staff & Security > Staff Information > Staff Profiles with Security" Search for NIAM user. Remove "Integrated Applications Username" username. Logout and login as NIAM user. Try to access locations below and verify error message displays as "No ‘Integrated Application Username’ is entered on staff setup, which is required in order to continue". Taskbar > Care Exchange > Care Exchange > CareConnect Inbox Taskbar > BedBoard > BedBoard > BedBoard Client > Client Information > Personal Information > Manage Consent	Topics • BedBoard • Care Exchange • CareConnect Inbox • Taskbar • Telehealth
ECS-58180 Summary \| Details 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: Client Search Historical Immunizations Registry - Public Health [ADD] Historical Immunizations Registry - Public Health [EDIT] Program by Client's Service Track and Service Provider Sites by Program Standard Codes - disease with Presumed Immunity 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 Navigate to "Client > Client Information > Health Information > Immunizations - Public Health". Select the event "Historical Immunizations Registry - Public Health". Fill the form in with a vaccine used. Do not fill in the "Disease With Presumed Immunity" or the "Disease with Serological Evidence of Immunity". Set the "Patient Registry Status" to "Active". Set the "Immunization Registry Status" to "Ready for Submission". Set the "History" to "New Immunization record". Save the form. The message will be transmitted. 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-58347 Summary \| Details Current Inventory Detail Report Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: All Funding Sources Current Inventory Detail Report - Print Preview Report Parameters PickList Reports > myInsight Reports > Inventory > Current Inventory Detail Report Scenario 1: Current Inventory Detail Report - Validating Parameter Selection Specific Setup: Enter an inventory item at "Agency > Inventory Management > Inventory Item Setup > Immunization Item Setup". Immunization Item with size field set to value > 1000. Setup a "Lot" at Agency > Inventory Management > Lot Management > Inventory Management. Steps Navigate to "Reports > myInsight Reports > Inventory > Current Inventory Detail Report". Enter various parameters for the fields. Click the "Preview" button to run the report Validate the data is accurate for the parameter entered.	Topics • General Reports
ECS-58513 Summary \| Details Medication Issued Orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Agency [EDIT] Client Search Drug Dispense Units Drug Library Table Facility Enrollment Client Medication Complete Form [ADD] Medication Complete Form [EDIT] Method Drug/Substances taken Inventory Container by Drug Medication - PH [ADD] OrderConnect Medication Form [EDIT] People Medications - Active Medications PH Labs and Medication Form Set Programs by Services & Enrollment Provider Sites by Program Scenario 1: "Refills Remaining" Calculations With "Auto-Decrement" in Medication Administration Specific Setup: Staff login with Medication Dispensing credentials. Client enrolled with medications available to add. Staff access to "Agency Setup > Agency > Agency > Agency Information". Validate the checkbox for "Auto-decrement Refills Remaining" is set within "Agency Setup > Agency > Agency > Agency Information". Steps Navigate to "Client > Client Information > Health Information > Medications". Select desired client. Click "Add New" to add a "Medications" event. Set the "Facility" field. Enter desired "Drug Name", "Start Date", "Take/sig". Set the "Quantity" field to "10", and set the desired "Dispense Units". Set the "Refills" input box to "10" Click "Save". Open the medication even that was just entered. Validate the "Quantity" is "10". Validate the "Refills Remaining" is disabled. Validate the "Quantity Remaining" is 10. Set the "Refills" to 10 Set the "Refills Given to 15. Click on "Save" Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button. Set the "Refills Given" to "-15", and click the "Save" button. Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button. Set the "Refills" to "10". Set the "Refills Given" to "1". Click "Save". Click/Open the medication event that was just entered. Validate the "Refills is "10". Validate the "Refills Remaining" is disabled, and set to "9". Set the "Refills" to "0" Click "Save". Validate the alert fires, Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button. Click the "Cancel" button. Validate the alert fires "Cancelling will discard all changes. Are you sure?", and click "OK". Scenario 2: Validate Medication Administration Is Preventing Multiple Dispenses for Orders With 0 Refills Specific Setup: The "Auto-decrement Refills Remaining" setting in Agency Settings must be set to True. You will need an OrderConnect medication record with one refill created for a client, and that client should be enrolled and ready to enter medication administration records. Steps Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued". Add a "Medication Issued" record. Confirm that the Dose/Quantity field is read-only. Choose the medication created from setup. Fill remaining form and Save the record. Navigate to "Client > Public Health > Labs and Medication > Medication History". Open the OrderConnect medication record created in the setup. Confirm that the "Refills Remaining" field has 1 remaining. Navigate back to "Client > Public Health > Labs and Medication > Medication Administered/Issued". Create another "Medication Issued" record repeating steps 2-5. Navigate to "Client > Public Health > Labs and Medication > Medication History". Open the OrderConnect medication record created in the setup. Confirm that the Refills Remaining field has been decremented by one. Navigate back to "Client > Public Health > Labs and Medication > Medication Administered/Issued". Create another "Medication Issued" record repeating steps 2-5. Try to save the record, and confirm that saving is disallowed, with the message "Medication cannot be administered as there are not enough refills remaining." returned.	Topics • Agency Setup • Client • Medications
ECS-58683 Summary \| Details Program Providing Service Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Client Service Entry PH Immunizations Screening [ADD] PH Immunizations Screening [EDIT] PH MV HRSN [ADD] PH MV HRSN [EDIT] Scenario 1: Validate Program Providing Service Field Steps Navigate to "Client > Case Management > Service Management > Service Entry". Search and select desired Client. Click "Add Event". Select an Event from the New Events drop down list. Fill out required fields. Click Save. Click into the Service Event. Scroll down to the "Program Providing Service" field. Validate the field auto-populates to the Program that the Event is linked to. If available, click "Add Record" button. Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to. Click the "Update" button. Click Save. Click into the Service Event. Click into the SubForm link. Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to. Click Close. If available, click the "Add Record" button. Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to. Click the "Update" button. Click Save. Click into the Service Event. Click the recently created SubForm link. Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to. Close out of both the forms.	Topics • Forms
ECS-58716 Summary \| Details Vaccine Container Date Expiration Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Immunizations - Public Health [ADD] Immunizations - Public Health [EDIT] Inventory Container By Vaccine Program Listing by Agency and Service Event Service Facilities Listing Staff Distinct Listing by Agency (Staff ID) Vaccine Funding Source Vaccines In Inventory VFC Eligibility Scenario 1: Validate Date Expiration for Vaccine Container Is Honored Specific Setup: Available vaccine container with "Date Expiration". Steps Navigate to "Client > Public Health > Immunization > Immunizations". Select a Client. Click Add New -> Add Event -> Immunization. Fill out required form elements. Set Administered Date. Validate that Vaccine Container Number LUT does not show any vaccines where the expiration date is earlier than the Administered Date. Validate if Administered Date is changed, Vaccine Container Number value is cleared. Validate if Administered Date is emptied, Vaccine Container Number is disabled. Check "Show All Vaccine Containers". Validate that Vaccine Container Number LUT does not show any vaccines where the expiration date is earlier than the Administered Date.	Topics • Immunizations
ECS-58950 Summary \| Details "Reportable Assessment Type ID" Default Values Scenario 1: Reportable Assessment Type LInk - Validate PH MV PHQA, PH MV WC PSC-17 Is LInked To "‘ADPSC – Adolescent Depression Screening (7381-0)’" Steps Internal Testing Only.	Topics • Assessments
ECS-58951 Summary \| Details Reportable Assessment Type ID Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search PH MV PHQ Risk Assessment [ADD] PH MV PHQ Risk Assessment [EDIT] Program by Person and Enrollment Scenario 1: Validate Reportable Assessment Type Steps Navigate to "Setup > Event Setup > System-Modifiable > Events Setup". Select "Event Category = Public Health Tests/Assessments For People-System". Filter for "PHQ9 – Risk Assessment". Verify the Data Entry Forms are linked to the "PH MV PHQ Risk Assessment". Navigate to "Client > Public Health > Client and Visit Information > Risk Assessments". Select Client. Create a new "PHQ9 Risk Assessment".	Topics • Assessments
ECS-58969 Summary \| Details "OrderConnect Lab Results" and "OrderConnect Lab Orders" Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search NX ADD RESULT NX FACESHEET NX LAB DETAILS NX LAB ORDER DETAILS NX LAB ORDER RESULT NX ORDER ENTRY - REVIEW NX ORDER ENTRY - SEARCH NX ORDERS NX RESULTS NX SCRATCHPAD NX TOP NAVIGATION OrderConnect Lab Orders [EDIT] OrderConnect Lab Results [EDIT] Staff - Service Providers (by Staff_id) OrderConnect Lab Orders [VIEW] Scenario 1: OrderConnect and Widgets – Validate OrderConnect Returns Results to "OrderConnect Lab Results" and "OrderConnect Lab Orders" Widgets Specific Setup: Client setup with Diagnosis in Diagnoses Information (Priority 1). Client enrolled in Program with OC Services (OC Lab Orders & OC Lab Results). OC Services must be active, visible, and modifiable. Staff setup with Access permissions for OC Lab Orders & OC Lab Results. Lab orders have been created in OrderConnect. Steps Navigate to "Client > Public Health > Labs and Medication > Lab Orders". Select the client. Access Order Connect and add Lab Order and save the work. Exit Order Connect Navigate to "Client > Public Health > Labs and Medication > Lab Orders". Refresh the form. Verify the "OC Lab Orders" item appears. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Select "OrderConnect Lab Results" and "OrderConnect Lab Orders" to be active widgets. Refresh the widgets. Validate the ordered item appears in "OrderConnect Lab Orders" widget. Validate the "OrderConnect Lab Results" does not display the order. In Order Connect, add the lab order result to the client and save the work. Exit out of Order Connect. Navigate to "Client > Public Health > Labs and Medication > Lab Orders". Refresh the form. Validate the "OC Lab Orders" item no longer displays on this form. Navigate to "Client > Public Health > Labs and Medication > Lab Results". Validate the "OC Lab Results" item displays. This is the result just added. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Select "OrderConnect Lab Results" and "OrderConnect Lab Orders" to be active widgets. Refresh the widgets. Validate the lab with the result displays in the "OrderConnect Lab Results" widget. Validate the lab with the results no longer displays in "OrderConnect Lab Orders" widget. Scenario 2: OrderConnect Widget Names - "OrderConnect Lab Results" and "OrderConnect Lab Orders" Specific Setup: At least one lab results from Order Connect has no results. At least one results from Order Connect has a result. Steps Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Click on the "Widgets" button. Validate the "OrderConnect Lab Results" and "OrderConnect Lab Orders" displays. Validate the "Pending Lab Results" widgets do not display. Click both "OrderConnect" Widgets and save the widget. Validate the widgets display. Validate the widget "OrderConnect Lab Orders" contains: Client Name Lab Order Order Date Facility Provider Validate the widget "OrderConnect Lab Orders" filter fields contains the same fields as the columns. Validate this widget contains only the client that does not have the lab results. Validate the widget "OrderConnect Lab Results" contains. Client Lab Order Specimen Collection Date Clinical Review Date Patient Review Date Provider Facility Abnormal Flag. Validate the widget "OrderConnect Lab Results" filter fields contains the same fields as the columns. Validate this widget only contains the client that has the lab results appears in this widget. Click on the “client name hyperlink” in each widget. Validate the "Client Information Screen" displays for that client. Close the form. On the "OrderConnect Lab Orders" Click on the "View Lab Order" icon. Validate the "OrderConnect Lab Orders [VIEW]" displays. Close the view. Hover over the "View Lab Order" Icon. Validate the tool tip "View Lab Order" displays. On the "OrderConnect Lab Results" Click on the "View Lab Order" icon. Validate the "OrderConnect Lab Results [VIEW]" displays. Close the view. Hover over the "View Lab Order" Icon. Validate the tool tip "View Lab Order" displays.	Topics • Widgets
ECS-58979 Summary \| Details Deposit Slip Look-up Table 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 Cash Deposit Slip Form Set Checks for a Clients Self Pay in Front Desk Entry [ADD] Checks for a Clients Self Pay in Front Desk Entry [EDIT] Client Related Task Walk Ins [ADD] Deposit Slip Only [ADD] Deposit Slips Deposit Slips not posted to Bank Event Definitions with Security by Program Facilities Listing by Program FrontDeskCheckIn GL A/R Temporary Unallocated Account GL Cash Accounts Program by Person and Agency (Active) Staff - Service Providers (by Staff_id) Scenario 1: Validate Adding Deposit Slip Via Checks For A Client Self Pay Specific Setup: Requires a scheduled event. Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". On the scheduled event click the "$" button. Click the "Deposit Slip" look-up table. Click "New" button. Fill in required fields for the "Deposit Slip". Save. Refresh the look-up table. Validate the "Deposit Slip" is listed and not duplicated.	Topics • Finance • Front Desk
ECS-58983 Summary \| Details On Demand Billing Process Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: 3. Simple Service Entry with E/M Picks [ADD] All People Agency AR Management Checks for a Clients Self Pay in Front Desk Entry [ADD] Checks for a Clients Self Pay in Front Desk Entry [EDIT] Client Related Task - New [ADD] Client Search Client Service Entry Drug Dispense Units E/M CPT Code E/M Patient Status Facility Enrollment Client FinanceClaims FrontDeskCheckIn Immunizations - Public Health [ADD] Inventory Container by Drug Inventory Container By Vaccine Med Administration - Public Health [ADD] Medications In Inventory Program by Client's Service Track and Service Service and Attendance Facilities Listing Vaccine Funding Source Vaccines In Inventory VFC Eligibility Scenario 1: Validate On Demand Billing Generates Self Pay Claim Specific Setup: Requires an event that is set up for "On Demand Billing". Requires a client with this event scheduled. Client should also have a "Self Pay Benefit" Assignment. Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Check in the desired "Scheduled Event". Complete the "Scheduled Event". Click on "Run On-Demand Billing". Wait for "On-Demand Billing" to run. Once completed click on "Review Claims". Validate the system generated desired claims with desired units.	Topics • Finance • Front Desk
ECS-59004 Summary \| Details Billing Processing Performance Improvement Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Action Based Run - Claim Action Types ActionsView All Clients With Security Listing by PeopleID AR Management Billing Batch Management 2.0 Form Set Billing Batches Management Billing Request Action Based Run [ADD] BillingProcessHistory Cash Receipts for Remittance Claim 2.0 [EDIT] Claim Output Ready Claim/Invoice Batch [VIEW] FinanceClaims All People with Benefit Assignments with LOS Billing Run Request Limit People Subform Immediate Billing Run Request [ADD] Submitter Information Scenario 1: Validate Resubmit With Bulk Calculate Rate Includes Additional Units Specific Setup: Requires claims that can be remitted. Scenario works with at least 5 claims. Services for each of the billed claims have been edited so that they rebill with more units. Steps Navigate to "Finance > Remittance Processing > Remittance Application > AR Management". Select desired remittance check. Set parameter's to search for desired claims. Click "Denied" link to group the claims together. Click "Bulk Actions" button. Select "Resubmit". Check the desired claims to be included in the "Action Based Run". At the bottom of the screen click "Remaining Balance" and select "Calculate Rate - Billing". Save. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management". Click "New Run" and select and "Action Based Run". Set desired description. Click on "Action Type" and select "Resubmit". Set desired date range. Scroll to "Run for Receiver". Validate desired "Receiver" is listed with the amount of claims that were checked with "Bulk Resubmit and Calculate Rate". Check the "Receiver" checkbox. Click "Save". Wait for billing to run. Validate the billing run returns desired claims. Click on the "Claim" link. Validate the claims generated with the next "Submission # 2". Validate the claim generated with the expected number of units. Scenario 2: Validate 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.	Topics • Finance
ECS-59010 Summary \| Details On Demand Billing Re-Processing Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Active events by Program or Clinic2 FinanceClaims 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 On Demand Billing Does Not Duplicate Units Specific Setup: Requires a client with a "Self Pay Benefit Assignment". Client should have a scheduled task. Scheduled Event should be set up for "On-Demand Billing". Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Check in the desired "Scheduled Event". Complete the "Scheduled Event". Click on "Run On-Demand Billing". Wait for "On-Demand Billing" to run. Once completed click on "Review Claims". Validate the system generated desired claims with desired units. Close the window. Click on the "Event" link. Edit the duration on the event. Save. Click on "Re-Process Claims". Once completed click on "Review Claims". Validate the new claims have updated with the desired "Units".	Topics • Finance • Front Desk
ECS-59054 Summary \| Details My Task Widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Active events by Program or Clinic Client Search Client Service Entry Scenario 1: My Task Widget Refreshes After Saving An Event That Contains After Save Code Specific Setup: Requires access to "My Task Widget". Requires an event with "After Save Code" to that will keep the event open after save. Steps Navigate to "Client > Case Management > Service Management > Service Entry". Select desired client. Click on "Scheduled Task" and select desired event. Set desired date/time, and duration. Save. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview." Click the "Widgets" button. Check off "My Tasks". Validate the "My Tasks" widget loads. Validate the scheduled task is listed. Click on "Complete Task" button. Fill in required fields and save. Validate the form stays open after save. Close the form. Validate the "My Task Widget" refreshed and the event is no longer listed.	Topics • Widgets
ECS-59058 Summary \| Details Dispense In Decimal Quantity 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 Inventory Container by Drug Medication - PH [ADD] Medication - PH [EDIT] Medication Dosage History Subform OrderConnect Current Medication Profile OrderConnect Custom Orders OrderConnect Medication Form [EDIT] OrderConnect Medication Form [VIEW] OrderConnect Member Sign-On OrderConnect Order Confirmation OrderConnect Rx Libraries People Medications - Active Medications PH Primary Care Main - Visit [ADD] Program Enrollments For Use With OrderConnect Provider Sites by Program Scenario 1: Validate Dispense With Decimals in OrderConnect Specific Setup: Client needs to be enrolled in an "Immunizations" program. Steps Navigate to "Client > Case Management > Health Information > Medications". Search and select desired Client. Click the "Actions" button in the top right. Select "OC e-Prescription" from the drop down list. Select desired Program. In OrderConnect, Click the "Continue" button. In OrderConnect: Check the "New RX" checkbox. Click the "GO" button. Fill out required fields to search and select desired Medication. Click the "Next" button. Fill out required fields. Set the "Dispense Quantity" field to a decimal number. Click the "Submit Order" button. If necessary, click the "OK" button in the message box. Confirm the information is accurate in the "Order Confirmation" page. Click the "Accept" button. Validate the recently added Medication is listed in the "Current Medication Profile" page. Click the "Close Chart" button. In myEvolv: Click the "Refresh" button. Click the Medication cell. Validate the information entered in OrderConnect is listed. Validate the "Quantity" field contains decimal number entered in OrderConnect. Click Close. Navigate to "Client > Case Management > Service Management > Service Entry". Click "Add Event". Select "Medication Issued" from the drop down list. Fill out required fields. Validate the "Dose/Quantity - (In Inventory Units)" field contains decimal entered in OrderConnect. Click Save. Validate the Service Entry cell is listed. Click into the Service Entry cell. Update the Service Entry cell. Click Save. Click back into the Service Entry cell. Validate the "Dose/Quantity - (In Inventory Units)" field contains decimal entered in OrderConnect. Click Close. Click "Schedule Task". Select an Event that contains medication sub reports from the drop down list. Fill out required fields. Click Save. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Click on the scheduled Event. Click on the "Medication History" tab. Click on the Medication link. Validate the decimal number entered in OrderConnect is listed.	Topics • OrderConnect
ECS-59069 Summary \| Details Staff Information in SubReports Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: B2H Service Summary - Individual (WSP) [ADD] B2H Service Summary - Individual (WSP) [DELETE] Client Search Client Service Entry Face Sheet [VIEW] Location Table (Service) Scenario 1: Validate Staff Information in SubReports Steps Navigate to "Client > Case Management > Service Management > Service Entry". Search and select desired Client. Click "Add New". Select desired Event that contain "Sub Reports Needed for Printing" sub report from the drop down list. Validate the Sub report contains current login User information. Click Close. Logout of current User. Login using a different User. Navigate to "Client > Case Management > Service Management > Service Entry". Search and select desired Client. Click "Add New". Select desired Event that contain "Sub Reports Needed for Printing" sub report from the drop down list. Validate the Sub report contains current login User information. Click Close.	Topics • SubReports
ECS-59108 Summary \| Details Event Group for Visit Tasks Widget 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 Event Definitions (Plain) Event Definitions with Category Event Groups (System Only) Event Groups Setup - System [EDIT] Event-Group Link - System Subform PH MV Activities2Do Subform PH MV Next Task Subform PH Primary Care Main - Screening [ADD] Provider Sites by Program Service Events with Security -Client System Event Groups Form Set Workgroups (All2) Workgroups for manual assignment to clients Scenario 1: Validate Client Health Reminders With System Event Groups Specific Setup: Need to schedule a Task. Steps Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Click the "Widgets" button. Check the "Visit Tasks" checkbox. Click Save. Click the "Widgets" button, to collapse the widgets selection. If necessary, click the "Refresh" button. Validate the recently scheduled Task is listed in the "Visit Tasks" widget. Click the "Complete Task" button. Click the "Client Health Reminders" tab. Fill out required fields. Click the "Next Task" tab. Fill out required fields. Click Save. Validate the Client Health Reminder task is listed in the "Visit Tasks" widget. Navigate to "Setup > User Tools > Event Groups - System > System Event Groups". Click the "Select Event Group" button. Set the Event Group search bar to "Do Not Show in Visit Tasks Widget". Click the Search button. Click the search result cell. Add the Client Health Reminder in the Event Group sub form. Click Save. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview". Refresh the "Visit Tasks" widget. Validate the Client Health Reminder is not listed in the widget.	Topics • Widgets