Chart Review - Treatment Plan
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- App Dashboard
- Dynamic Form - Treatment Plan
- Problem List
- Treatment Plan
Scenario 1: Treatment Plan - Validate adding problems via the "Problems" list grid
Specific Setup:
- [ClientA] is enrolled in an active episode.
Steps
- Open the Treatment Plan form.
- Select [ClientA].
- Populate any required fields on the main form.
- In the "Problems" grid select or add a problem [Problem1] with a status of "Active".
- Add or select a second problem [Problem2] with a different status, for example "Monitoring".
- Click [Launch Plan].
- Validate the treatment plan tree loads without a warning.
- Validate both problems are listed in the grid, as expected.
- Select [Problem1] and validate the "Status(Problem List) field equals "Active".
- Populate any other required fields in the "Problem" section.
- Select [Problem2] and validate the "Status(Problem List) field equals "Monitoring".
- Populate any other required fields in the "Problem" section.
- Click [Back to Plan Page].
- Submit the treatment plan.
- Return to the form and select the treatment plan just submitted.
- Click [Launch Plan].
- Validate all three problems are displayed.
- Click each problem and validate fields in the problem section are populated as expected.
- Click [Back to Plan Page].
- In the "Problems" grid, click "New Row".
- Enter the same problem entered for [Problem1].
- Validate a message displays blocking entry that states "Problem already exists", as expected.
- Select the new row just attempted and click [Delete] to remove it.
- Validate the row is deleted from the "Problems" grid.
- In the "Problems" grid, click "New Row" again.
- Enter a problem code other than the ones in [Problem1] or [Problem2].
- Validate the entry is accepted.
- Select a status of "Active" for the problem.
- Click [Launch Plan].
- Validate the treatment plan tree loads without a warning.
- Validate all three problems are listed in grid.
- Select the problem just added.
- Populate any other required fields in the "Problem" section.
- Click [Back to Plan Page].
- Submit the treatment plan.
- Return to the form and select the treatment plan just submitted.
- Click [Launch Plan].
- Validate all three problems are displayed and populated, as expected.
- Close the form.
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Topics
• Chart View
• NX
• Treatment Plan
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