Treatment Plan - Large amount edits to a row of problem data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Treatment Plan - Field Data Validations
Specific Setup:
- Have a treatment plan with a 'disabled ' field, set up as the last field in the Problem, Goals, Objective or Interventions sections. For example, a disabled "Scrolling Free Text" field
- Have another field set up right before the disabled last field in each section, that requires a selection or input type entry. For example, a "Site Specific" dictionary or integer field.
- Registry Setting "Enable Service Entry Restrictions by Client Treatment Plan "is set to "S".
- Registry Setting "Activate Program/Service Code Filter" = "Y".
Steps
- Open the "Treatment Plan" form:
- Search and select a client in the 'Select Client' field.
- Enter a plan name in the "Plan Name" field.
- Enter the current date in the 'Plan Date' field.
- Select any value from the 'Plan Type' field.
- Select "Draft" from the 'Treatment Plan Status' field.
- Click [Launch Plan].
- Click [Add New Problem].
- Enter any value in the 'Problem Code' field.
- Enter any value in the 'Problem' field.
- Enter the current date in the 'Date of Onset' field.
- Select "Active" from the 'Status (Problem List)' field.
- Populate any other desired fields, except for the last two fields in the section.
- Navigate to the next to last field, which should be the one located right before the disabled field, as outline in the setup section.
- Select or input a value in the next to last field in the section.
- Click the 'Tab' key.
- Click [Back to Plan Page].
- Validate all data enter on the main section is populated as expected.
- Click [Launch Plan].
- Select the "Problem" added in step 1g.
- Validate all the fields are populated in the section as expected, including the value populated in next to last field of the section.
- Click [Add New Goal].
- Populate all the required and desired fields in the section, except for the last two fields in the section.
- Repeat steps 1m -1q.
- Validate the results are as expected.
- Click [Add New Objective].
- Populate all the required and desired fields in the section, except for the last two fields in the section.
- Repeat steps 1m-1q.
- Validate the results are as expected.
- Click [Add New Intervention].
- Populate all the required and desired fields in the section, except for the last two fields in the section.
- Repeat steps 1m-1q.
- Validate the results are as expected.
- Click [Back to Plan Page].
- Click [Submit].
- Open the "Treatment Plan" form:
- Search and select the same client used in the prior step, in the 'Select Client' field.
- Select the treatment plan just filed.
- Validate all data enter on the main section is populated as expected.
- Click to the view data field in "Problems", "Goals", "Objectives" and "Interventions" sections.
- Validate all data filed is present, as expected.
- Open the "Treatment Plan" form:
- Create another treatment plan for the client.
- Fill out the Problem and Intervention sections.
- In the Intervention, add some "Assigned Services".
- Delete the services that were just entered.
- Validate all the service rows were deleted.
- Click "Back to Plan Page".
- At this point, you can either finalize the form or you can Click "Close Form".
Scenario 2: Problem List - Add / Edit / Void a problem
Specific Setup:
- A client is enrolled in an existing episode (Client A).
- Must have an "Active" and "Void" dictionary value defined for the 'Status (16214)' dictionary. The 'Active Status' extended dictionary data element defined for these values.
Steps
- Select "Client A" and access the 'Problem List' form.
- Click [View/Enter Problems].
- Select the desired problem in the 'Problem' field.
- Select "Active" in the 'Status' field.
- Populate all other desired fields.
- Click [Save], [Yes], and [Submit].
- Select "Client A" and access the 'Problem List' form.
- Click [View/Enter Problems].
- Validate the problem filed in the previous steps is displayed.
- Select "Void" in the 'Status' field.
- Click [Save], [Yes], and [Submit].
- Select "Client A" and access the 'Problem List' form.
- Click [View/Enter Problems].
- Validate the problem is no longer displayed since it has been voided.
- Close the form.
Scenario 3: Treatment Plan - Verify 'Problem List'
Specific Setup:
- A client must be enrolled in an existing episode and have one or more problems that have been entered in the 'Problem List' form. (Client A)
- "Client A" has a "Draft" of the 'Treatment Plan' filed (Plan A).
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Select "Plan A" and click [Edit].
- Right-click on the 'Plan Type' field.
- Validate a 'Plan Type' dialog stating: "Update Dictionary?"
- Click [Yes].
- Click [New Row].
- Enter any value in the 'Dictionary Code' field.
- Enter any value in the 'Dictionary Value' field.
- Select "Yes" in the 'Active' field.
- Click [Save].
- Validate a 'Save successful' dialog stating: "Exiting grid." and click [OK].
- Validate the new value is present in the 'Plan Type' field.
- Click on any problem in the 'Problem List' grid.
- Navigate to the 'DSM/ICD Code' column.
- Click [View].
- Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code".
- Validate the ICD10 Description item is equal to "ICD10 description".
- Click [System Notes] - View button.
- Validate the 'Action' column is equal to "Action related to the problem".
- Validate the 'Date' column is equal to "Action date".
- Validate the 'Status' column is equal to "Status of problem".
- Validate the 'User' column is equal to "User logged in at time of action".
- Validate the 'From' column is equal to "From or option from which the action was created".
- Close the form.
- Select "Client A" and access the 'Treatment Plan' form.
- Create a new Treatment Plan for the 'Client A'.
- Click the "New Row" button for the 'Problems' field.
- Click the 'Problem' field and enter the desired problem and press the 'Enter' key.
- Validate the 'Problem search results' appears and works as expected.
- Select the desired value in the 'Status' field.
- Select all three problems to 'Include in this plan?'.
- Select "Draft" from the 'Treatment Plan Status' field.
- Click [Launch Plan].
- Select a problem to delete.
- Click [Delete Selected Item].
- Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
- Complete the plan by adding the desired goals, objectives, and interventions.
- Click [Return To Plan].
- Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
- Select "Final" from the 'Treatment Plan Status' field.
- Click [Submit].
|
Topics
• NX
• Problem List
• Treatment Plan
|