Skip to main content

myAM NX 11.0.0100 Acceptance Tests

  1. Last updated
  2. Save as PDF
ECS-58474 Summary | Details
Exception Doses Will Warn Users When Configured Threshold Is Exceeded
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Medication Dispensing
  • Medication Dispensing - Exception
  • Medication Dispensing - Exception Order - Change Dose
  • Service Facilities Form Set
  • Service Facilities Listing
  • Service Facility [EDIT]
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
  • Dispensation Programs by Client
  • Inventory Drug by Program
  • Medication Order Exception [Add]
  • Type of Dose For Dispensing
  • Client Search
Scenario 1: Exception Order - Change Dose Exception Orders Will Display The "Variance Threshold" Warning - Agency Settings
Specific Setup:
  • A client exists that has an active medication order. The amount of the medication being given is known. In this example it will be "55 mg".
  • Medication is mounted that matches the medication order of the client.
  • The "Medication Order Variance Threshold (mg)" is configured to be used on the Agency level.
  • The "Medication Order Variance Threshold (mg)" is a known value. In this example it will be "21 mg".

Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Click the "Dispense" button.
  3. Select a client that has the order that will be changed.
  4. Select the "Exceptions" button.
  5. Select "Change Dose" for the order to be changed.
  6. Validate the "Amount" defaults to the amount that the order is for. In this example "55 mg".
  7. Validate the "Dose Type" defaults to the schedule of the order.
  8. Click "Save".
  9. Validate the message "Must Change either the "Amount" or the "Dose Type" before saving".
  10. Change the amount to be greater than the threshold. Example "77 mg".
  11. Validate a warning message displays: "Warning the new med order includes a dose amount that differs from the previous order by more than 21mg. The last active med order was for a dose of 55 mg. (User Entered 77mg) Click Confirm to acknowledge this medication order and proceed with dispensing".
  12. Click "Cancel".
  13. Validate the order does not save.
  14. Change the amount to a value greater than the threshold that is less than the dose amount. Example 33 mg.
  15. Save the order.
  16. Validate the message displays.
  17. Click "Cancel".
  18. Validate the med order does not save.
  19. Enter an amount within the range of the threshold. Example 34mg or 76mg.
  20. Validate no message displays.
  21. Validate the order saves.
  22. Redo the test with new medication orders and select the "Confirm" button.
  23. Validate the order is saved.
Scenario 2: Exception Dosing - Validate Adding An Exception Dose "Medication Order Variance Threshold (mg)" Functions On The Dispensing Screen - Using Agency Settings
Specific Setup:
  • A client exists that has an active medication order. The amount of the medication being given is known. In this example it will be "55 mg".
  • Medication is mounted that matches the medication order of the client.
  • The "Medication Order Variance Threshold (mg)" is configured to be used on the Agency level.
  • The "Medication Order Variance Threshold (mg)" is a known value. In this example it will be "21 mg".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click the "Dispense" button.
  3. Select the client to be dispensed.
  4. Click the "Exception" button.
  5. Click the "Add Dose" button.
  6. Fill in the form.
  7. Set the "Dose" to a positive value that is above the threshold. Example 77 mg.
  8. Validate a warning message displays, "Warning the new med order includes a dose amount that differs from the previous order by more than 21mg. The last active med order was for a dose amount of 55mg. Click OK to acknowledge this medication order dosage exception."
  9. Click "Cancel".
  10. Validate the exception order does not save.
  11. Click "Save".
  12. Validate the warning message displays.
  13. Click "OK".
  14. Validate the exception dose saves.
  15. Redo the test.
  16. Set the dose amount to a value under the starting amount and above the threshold. Example 33 mg.
  17. Validate the warning displays.
  18. Save the order.
  19. Repeat the test using values within the variance threshold. Example 34mg and 76mg.
  20. Validate the warning messages for the threshold does not display.
Scenario 3: Exception Dosing - Validate Adding An Exception Dose "Medication Order Variance Threshold (mg)" Using Facility Settings
Specific Setup:
  • A client exists that has an active medication order. The amount of the medication being given is known. In this example it will be "55 mg".
  • Medication is mounted that matches the medication order of the client.
  • The "Medication Order Variance Threshold (mg)" is configured to be used on the Facility level.
  • The "Medication Order Variance Threshold (mg)" is a known value. In this example it will be "21 mg".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click the "Dispense" button.
  3. Select the client to be dispensed.
  4. Click the "Exception" button.
  5. Click the "Add Dose" button.
  6. Fill in the form.
  7. Set the "Dose" to a positive value that is above the threshold. Example 77 mg.
  8. Validate a warning message displays, "Warning the new med order includes a dose amount that differs from the previous order by more than 21mg. The last active med order was for a dose amount of 55mg. Click OK to acknowledge this medication order dosage exception."
  9. Click "Cancel".
  10. Validate the exception order does not save.
  11. Click "Save".
  12. Validate the warning message displays.
  13. Click "OK".
  14. Validate the exception dose saves.
  15. Redo the test.
  16. Set the dose amount to a value under the starting amount and above the threshold. Example 33 mg.
  17. Validate the warning displays.
  18. Save the order.
  19. Repeat the test using values within the variance threshold. Example 34mg and 76mg.
  20. Validate the warning messages for the threshold does not display.
Scenario 4: Exception Order - Change Dose Exception Orders Will Display The "Medication Order Variance Threshold (mg)" Warning - Facilty Settings
Specific Setup:
  • A client exists that has an active medication order. The amount of the medication being given is known. In this example it will be "55 mg".
  • Medication is mounted that matches the medication order of the client.
  • The "Medication Order Variance Threshold (mg)" is configured to be used based on the Facility Setting.
  • The "Medication Order Variance Threshold (mg)" is a known value. In this example it will be "21 mg".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Click the "Dispense" button.
  3. Select a client that has the order that will be changed.
  4. Select the "Exceptions" button.
  5. Select "Change Dose" for the order to be changed.
  6. Validate the "Amount" defaults to the amount that the order is for. In this example "55 mg".
  7. Validate the "Dose Type" defaults to the schedule of the order.
  8. Click "Save".
  9. Validate the message "Must Change either the "Amount" or the "Dose Type" before saving".
  10. Change the amount to be greater than the threshold. Example "77 mg".
  11. Validate a warning message displays: "Warning the new med order includes a dose amount that differs from the previous order by more than 21mg. The last active med order was for a dose of 55 mg. (User Entered 77mg) Click Confirm to acknowledge this medication order and proceed with dispensing".
  12. Click "Cancel".
  13. Validate the order does not save.
  14. Change the amount to a value greater than the threshold that is less than the dose amount. Example 33 mg.
  15. Save the order.
  16. Validate the message displays.
  17. Click "Cancel".
  18. Validate the med order does not save.
  19. Enter an amount within the range of the threshold. Example 34mg or 76mg.
  20. Validate no message displays.
  21. Validate the order saves.
  22. Redo the test with new medication orders and select the "Confirm" button.
  23. Validate the order is saved.
Scenario 5: Medication Order - "Add Exception Dose" Event - Validate The "Medication Order Variance Threshold (mg)" Functions - Facility Settings
Specific Setup:
  • A client exists that has an active medication order. The amount of the medication being given is known. In this example it will be "55 mg".
  • The "Medication Order Variance Threshold (mg)" is configured to be used based on the Facility Setting.
  • The "Medication Order Variance Threshold (mg)" is a known value. In this example it will be "21 mg".
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Select "Client" from preconditions.
  3. Click "Add New", "Add Event", and "Add Exception Dose".
  4. Fill the form in.
  5. Set the dose amount to a value outside the threshold variance. Example 33 mg.
  6. Save the order.
  7. Validate a warning message displays indicating: "Warning the new med order includes a dose amount that differs from the previous order by more than 21mg. The last active med order was for a dose amount of 55mg. Click OK to acknowledge this medication order dosage exception".
  8. Click "Cancel".
  9. Validate the order did not save, The form will remain open.
  10. Save the order.
  11. Validate the warning message displays.
  12. Click "OK".
  13. Validate the order saved.
  14. Repeat the test with a mg amount greater than the original medication order amount and above the threshold. Example 77mg.
  15. Save the order.
  16. Validate the warning displays.
  17. Click "OK".
  18. Validate the order was saved.
  19. Redo the process with dose amounts under the threshold. Example 34mg and 76 mg.
  20. Validate no warning messages display.
  21. Validate the orders saved.
Scenario 6: Medication Order - "Add Exception Dose" Event - Validate The "Medication Order Variance Threshold (mg)" Functions - Agency Settings
Specific Setup:
  • A client exists that has an active medication order. The amount of the medication being given is known. In this example it will be "55 mg".
  • The "Medication Order Variance Threshold (mg)" is configured to be used based on the Agency Setting.
  • The "Medication Order Variance Threshold (mg)" is a known value. In this example it will be "21 mg".
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Select "Client" from preconditions.
  3. Click "Add New", "Add Event", and "Add Exception Dose".
  4. Fill the form in.
  5. Set the dose amount to a value outside the threshold variance. Example 33 mg.
  6. Save the order.
  7. Validate a warning message displays indicating: "Warning the new med order includes a dose amount that differs from the previous order by more than 21mg. The last active med order was for a dose amount of 55mg. Click OK to acknowledge this medication order dosage exception".
  8. Click "Cancel".
  9. Validate the order did not save, The form will remain open.
  10. Save the order.
  11. Validate the warning message displays.
  12. Click "OK".
  13. Validate the order saved.
  14. Repeat the test with a mg amount greater than the original medication order amount and above the threshold. Example 77mg.
  15. Save the order.
  16. Validate the warning displays.
  17. Click "OK".
  18. Validate the order was saved.
  19. Redo the process with dose amounts under the threshold. Example 34mg and 76 mg.
  20. Validate no warning messages display.
  21. Validate the orders saved.
Topics
• Dispensing • Medication Orders
ECS-58669 Summary | Details
Dispensing Custom Labels
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Alert
  • Bulk Prepour
  • Confirm Dose(s) to Dispense
  • Dispensation Programs by Client
  • Dispense
  • Dispense Labels (Custom)
  • Exception
  • FrontDeskCheckIn
  • Inventory Drug by Program
  • Medication Dispensing
  • Medication Order Exception [Add]
  • Prepour
  • Prepour Unassigned
  • Return
  • Return Dose
  • Service Facilities Form Set
  • Service Facilities Listing
  • Service Facility [EDIT]
  • Type of Dose For Dispensing
  • Interface Design Form Set
  • NX Label [EDIT]
Scenario 1: Dispense Labels - Agency - Validate the Agency Level Set Ups for "Take Home" Dispensing Labels Functions -Agency Name Validation
Specific Setup:
  • A Client that will have multiple "Take Homes" to be given out.
  • The dispensing screens will have the proper inventory mounted and label printer to be used selected.
  • The custom label being used is configured and contains the field "Dispense Agency Name".
  • The "Override Agency Dispense Settings" is not enabled for the facility.
Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  2. Enable the "Use Custom Dispense Labels" Check box.
  3. Select the "Dispense Label Custom" based off the printer being used.
  4. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  5. Select the "Dispense" menu button.
  6. Select the correct printer to be used.
  7. Select the client that will be dispensed.
  8. Dispense the client a "Take Home" dose.
  9. Validate the label printer prints out the custom label.
  10. Validate the "Agency Name" displays on the label.
  11. Validate the rest of the label is accurate and looks like the label in the "custom forms" area.
  12. Dispense a second "Take Home" label.
  13. Ensure everything prints accurately and fits on the label paper.
  14. Other Areas to test:
  15. Dispense client's split doses.
  16. Reprint the labels.
  17. Dispense client's "Pre-Pour" doses.
  18. Dispense client's "Exception" take home doses.
  19. Dispense client's "Bulk Pre-Pour" doses.
Scenario 2: Dispense Labels - Validate The Custom Label Templates Has "Dispense Agency Name" For Displaying The Agency Name
Specific Setup:
  • Access to Form Designer.
  • Custom Labels are enabled.
  • A Custom Label is configured and formatted to allow the new field to be added.
  • A Client exists that can be dispensed a label.
Steps
  1. Navigate to "Setup > User Tools > Interface Design > Form Designer".
  2. Select the "Form Family" of "Dispense Labels".
  3. Select the Custom Label to be modified.
  4. Select the "Template" drop down box.
  5. Validate the "Dispense Agency Name" displays.
  6. Select the "Dispense Agency Name" and place it on the label.
  7. Save the label.
  8. Validate the label saves.
Topics
• Dispensing
ECS-58694 Summary | Details
Front Desk Dispensing Queue
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clients with active dispensation orders
  • Dispensation Facilities
  • MedicationDispenseQueue
  • Service Facilities Form Set
  • Service Facilities Listing
  • Service Facility [EDIT]
Scenario 1: Validate Client Search in Front Desk Dispensing Queue
Specific Setup:
  • Two Clients will be used.
  • Two Facilities are needed.
  • They will be called "Facility1" and "Facility2" in this test.
  • Two clients are needed each in a separate facility.
  • These will be referred to as "Client1" and "Client2".
  • "Client1" will be enrolled in "Facility1".
  • "Client2" will be enrolled in "Facility2".
  • Both Clients must be enrolled in a Dispense Program.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
  2. Select "Facility1".
  3. Validate "Client1" displays.
  4. Validate "Client2" does not display.
  5. Select "Facility2".
  6. Validate "Client2" displays.
  7. Validate "Client1 does not display.
  8. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  9. Select "Facility1".
  10. Click the "Override Agency Dispense Settings".
  11. Save the form.
  12. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
  13. Select "Facility1".
  14. Validate both clients display.
  15. Select "Facility2".
  16. Validate "Client2" displays.
  17. Validate "Client1 does not display.
Topics
• Dispensing
ECS-59297 Summary | Details
Billing Units by Dose Measurement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Time Chart Details Subform
  • Time Chart Header [ADD]
  • Time Chart Header [EDIT]
  • Time Charts
  • Unit Time Chart Form Set
  • All People with Benefit Assignments with LOS
  • Billing Batch Management 2.0 Form Set
  • Billing Batches Management
  • Billing Run Request Limit People Subform
  • BillingProcessHistory
  • Client Search
  • FinanceClaims
  • Immediate Billing Run Request [ADD]
  • Submitter Information
Scenario 1: Dose Measurement Time Chart
Steps
  1. Navigate to "Finance Setup > General Setup > Unit Time Charts > Time Chart".
  2. Click "Select Time Chart".
  3. Click "New".
  4. Validate new field "Use Measurement Logic" checkbox field exists.
  5. Click "Use Measurement Logic".
  6. Validate "Measurement Amount" field is enabled.
  7. Set desired "Measurement Amount".
  8. Set desired "Unit".
  9. Save.
Scenario 2: Validate myAM Billing By Dose Measurement
Specific Setup:
  • Requires a client with medication that has been dispensed.
  • Requires a myAM Rate that is setup to bill the medication.
Steps
  1. Navigate to "Finance Setup > General Setup > Unit Time Charts > Time Chart".
  2. Create a new "Time chart".
  3. Check "Use Measurement Logic".
  4. Set desired "Unit and Measurement Amount".
  5. Save.
  6. Navigate to "Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)".
  7. Select desired "Payer" and edit desired "Rate".
  8. Set the time chart on the rate to new "Dose Measurement Time chart"
  9. Save.
  10. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  11. Click "New Run" and select "Immediate Run.
  12. Fill in required fields to generate desired claim.
  13. Save and wait for billing to run.
  14. Open the claim batch.
  15. Validate the claim contains desired "Unit" based off the "Dose Amount" of the dispensed medication.
Topics
• Finance • Finance Setup
ECS-60168 Summary | Details
Reports With No "Report Selection" Parameter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dispensing Activity by Client
  • Report Parameters PickList
  • Staff - All (by Staff ID)
  • Staff Facility Access by Workgroup
  • Worker Roles by Programs and Staff
  • Workgroups for auto assign on site enrollment
  • Help Remarks
  • Save Query [ADD]
  • Saved Report Queries
  • Scheduled Reports [ADD]
  • All People Table
  • Weekly Dosing Sheet
  • Total Dispensed
  • Client Search
  • Date Range w/ Parms w/ Selection w/ Custom Params6 [ADD]
  • Patient Statement
  • Report Output Configuration [EDIT]
  • Report Output Configuration Form Set
  • Report Output Configuration NEW [ADD]
  • Report Selection Output
  • Report Selection Picklist
  • Report Selection Picklist By Report Output Config
Scenario 1: Validate Report Location Defaults to Workgroup By Site
Specific Setup:
  • There are at least 2 locations.
  • The user is assigned to the first location and not the second location.
  • Data exists in both locations to be displayed on the report.
Steps
  1. Navigate to "Reports > myAM Reports > Dispensing > Current Inventory Detail".
  2. Enter the date.
  3. Click "Preview".
  4. Validate the report displays.
  5. Validate the "Selection Criteria" is equal to "All".
  6. Validate the "Location" that only displays is "Workgroup by Site" the user belongs to.
  7. Close the report.
  8. Navigate to "Agency > Workgroups > Assigned on Site > Workgroup By Site".
  9. Add the user to the second "Workgroup by Site".
  10. Navigate to the report being used.
  11. Refresh the report form.
  12. Enter the date.
  13. Preview the report.
  14. Validate the "Location" for the first location displays.
  15. Validate the "Location" for the second location displays.
  16. Close the report.
  17. Click the "Parameter" setting and select "Location".
  18. Validate the values that display are the locations of the "Workgroup by Site" the user belongs to.
  19. Select one of the locations.
  20. Click Preview.
  21. Validate the "Selection Criteria Location" is equal to the one selected in the parameter.
  22. Validate the report displays only that location.
  23. Navigate to "Agency > Workgroups > Assigned on Site > Workgroup By Site".
  24. Remove the user from the second location.
  25. Navigate to the report being used.
  26. Clear the parameter of the report.
  27. Enter the date.
  28. Run the report again.
  29. Validate only the location of the "Workgroup by Site" assigned displays.
  30. Close the report.
  31. Repeat the test for the following reports:
  32. Inventory Adjustments
  33. Inventory Received
  34. Dosing Sheet
  35. Total Dispensed
  36. Validate the results for displaying the locations are identical.
Scenario 2: Current Inventory Detail Report - Validate Container Displays
Specific Setup:
  • At least one lot has been received and the information on the lot is known.
Steps
  1. Navigate to "Reports > myAM Reports > Dispensing > Current Inventory Detail".
  2. Set the "As of Date" to the value the new lot was received.
  3. Click "Preview".
  4. Validate the precondition "Lot Number" and the "Containers" in that lot displays on the report.
  5. Validate the "Received By" field displays user that entered the lot.
  6. Redo the test entering the "As of Date" prior to when the lot was received.
  7. Validate the container and lots do not display.
Scenario 3: Inventory Adjustment Report - Validate Data Displays
Specific Setup:
  • A container exists that has manual increase and decrease adjustments done to it.
  • The container adjustments are known.
  • The adjustment dates are known.
  • The user has access to the location that contains the adjustments.
Steps
  1. Navigate to "Reports > myAM Reports > Dispensing > Inventory Adjustments".
  2. Set the values for the "From" and "Through" dates that match the dates.
  3. Click "Preview".
  4. Validate the report displays the date and time the report ran.
  5. Validate the report displays the agency name in the header.
  6. Validate the report displays the report name "Inventory Adjustments".
  7. Validate the date range the report ran for displays.
  8. Validate there are columns for "Lot Number", "Container Number", "Amount (Mgs)", "Action", "Adjustment Time", and "Adjustment Reason" and the data is accurate to what was created for that container.
  9. Validate the "Location", "Adjustment By", "Medication Type", "Inventory Type", and "Adjustment Date" display and the data is accurate.
  10. Validate there are totals for "Location", "Adjustment By", "Medication Type", "Inventory Type", and "Adjustment Date" display and the totals are accurate.
  11. Validate the grand totals for each section break is accurate.
  12. Run the test again with a "From and Through" dates prior to the date of the adjustments.
  13. Validate the adjustments do not display.
  14. Run the test again with a "From and Through" after the date of the adjustments.
  15. Validate the adjustments do not display.
  16. Run the test again with a "From and Through" dates inclusive of the date of the adjustments.
  17. Validate the data will display.
  18. Validate the menu buttons function.
Scenario 4: Inventory Received Report - Validate Data Displays
Specific Setup:
  • Lots and Containers have been received on a known date into the location being used.
  • The container information is known.
  • This report will show the same information as the "Logi" report it is replacing.
  • No containers have been transferred to any other sites.
Steps
  1. Navigate to "Reports > myAM Reports > Dispensing > Inventory Received".
  2. Set the "From" and "Through" Dates equal to the date the lot was received.
  3. Click "Preview".
  4. Validate the lots and containers display that were received on that date.
  5. Validate the heading contains the correct agency name.
  6. Validate the heading contains the name of the report, "Inventory Received".
  7. Validate the "From" and "Through" dates are what was entered.
  8. Validate the date and time on the report is the date and time the report was run.
  9. Validate the grouping information box that exists under the ""Lot Number" are for "Location", "Received", "Medication Type", "Inventory Type", "Expiration Date", and "Responsibility".
  10. Validate there are columns for "Lot Number", "Container Number", "Received By", "Transferred By", "Transferred To", "Transferred From", "Volume (Mgs)", "Unit Count".
  11. Validate the lots and containers that display have accurate information in the above columns mentioned.
  12. Validate the totals add up to the correct amounts.
  13. Set the "From" and "Through" dates to value before that inventory was received.
  14. Validate the report does not display that inventory received.
  15. Set the "From" and "Through" dates to value after that inventory was received.
  16. Validate the report does not display that inventory received.
  17. Close the report.
  18. Set the "From" and "Through" dates to the values needed to display data.
  19. Select the parameter for medication.
  20. Select the medication.
  21. Run the report.
  22. Validate only that medication displays.
  23. Close the report.
  24. On the "Reports > myAM Reports > Dispensing > Inventory Received" validate the menu buttons function.
Scenario 5: Dosing Sheet - Medication Order Information Displays Accurately
Specific Setup:
  • A client that has a medication order that has "Clinic Visits" and "Take Home" doses with known schedules and amounts.
Steps
  1. Navigate to "Reports > myAM Reports > Dispensing > Dosing Sheet".
  2. Set the "From Date" and "Through Date" to a value up to "7" days to display the needed information in the setup/permissions.
  3. Click "Preview".
  4. Validate the client names are accurate.
  5. Validate the date of birth is accurate.
  6. Validate the medication "Effective Date", "Expiration Date", "Schedule Type", and "Last TH" are accurate.
  7. Validate the "Status" of the dose displays for each day of the week.
  8. Validate the "Schedule Type" displays for each day of the week.
  9. Validate the "Drug Type" is accurate for each day of the week.
  10. Validate the amount is accurate for each day of the week.
  11. Validate the split order clients display the schedule for each part of the split dose in the day of the week. Example a "3" split order might be "Take Home/Take Home/Take Home".
  12. Validate the split order clients display the dose amount for each part of the split dose in the day of the week. Example a "3" split order might be "4.00mg/8.00mg/12.00mg".
Scenario 6: Total Dispensed - Validate the "Medication" Parameter Filters The Medication
Specific Setup:
  • User must be assigned to at least 1 workgroup for a facility in your test system.
  • Must have medication items for 2 different medications in myAM.
  • Must have at least 1 active, non-empty container in the system for the 2 medications at the facility above.
  • Must have dispensed medication from both of the medications at the facility listed above as of today.
Steps
  1. Navigate to “Reports > myAM Reports > Dispensing > Total Dispensed”.
  2. Set the “From Date” to the first weekday of the week.
  3. Set the “Through Date” to the last day of the week.
  4. Click the “Preview” button.
  5. Validate the report displays both Medications from the setup.
  6. Close the report.
  7. In the “Parameters” SubForm, add a parameter for only one of the two medications from the setup.
  8. Click the “Preview” button.
  9. Validate the report displays the medication selected in the parameter.
  10. Validate the report does not display the medication not selected in the parameter.
Scenario 7: Report Output - Validate "Patient Statement Report by Client" Supports Customizable Output Footer
Specific Setup:
  • This is for Finance 2.0 on NX.
  • A date range and client is known that has claims that span at least 2 pages.
  • Other clients will exist after the above client.
Steps
  1. Navigate to "Setup > System > Report Output > Report Output".
  2. Click the "Report Output" menu button.
  3. Select "New".
  4. Click the "Report Selection" look up.
  5. Validate the look up table "Report Selection PickList by Report Output Config" displays.
  6. Validate the "Patient Statement Report by Client" and "Patient Statement Report by Self-Pay Liability" display.
  7. Select the "Patient Statement Report by Client" report.
  8. Enter a value in the "Description" field. Example "Footertest1".
  9. Click the "Is Active" check box.
  10. In the "Report Selection Output" enter the footer information.
  11. Navigate to "Client > Reports > Finance Reports > Patient Statement".
  12. Run the report.
  13. Validate the footer displays on the last page of the client report.
  14. Redo the test with the footer not active.
  15. Validate the footer does not display.
  16. Navigate to "Setup > System > Report Output > Report Output".
  17. Check the "Active" check box.
  18. Add multiple rows of data to the footer. To create a new row use the "Enter Key".
  19. Save the data.
  20. Navigate to "Finance > Reports > Accounts Receivable > Patient Statements".
  21. Set the date ranges to the values needed as per the precondition.
  22. Set the report to "Patient Statement Report by Client" report.
  23. Print the report.
  24. Validate the footer displays on the last page of each client.
  25. Navigate to "Setup > System > Report Output > Report Output".
  26. Attempt to add a second description using the same report.
  27. Validate a duplicate message is generated and the second entry is not allowed.
  28. Validate the "Refresh" button functions with new non saved values.
  29. Delete the record.
  30. Validate the record is deleted.
Topics
• Inventory • myAM • Reports

myAM_NX_11.0.0100_Details.csv