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Avatar NX Report Viewer Update 2021.09.00 Acceptance Tests

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Avatar NX Report Viewer -Improved Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar - Reports
  • Avatar NX Report Viewer
  • Print Treatment Plan
  • Crystal Report Viewer
  • Treatment/Discharge Summary
Scenario 1: Scheduling Calendar: Print Reports (Print Quick Schedule, Print Appointment Reminder, Print Schedule)
Specific Setup:
  • Practitioner must be defined with prior and/or future appointments (Practitioner A).
  • A client must be enrolled in an active episode with at least one scheduled appointment (Client A).
Steps
  1. Access the form 'Scheduling Calendar'.
  2. Click [Reports].
  3. Select "Practitioner" in the 'View Point' field.
  4. In the 'Practitioner' selection field, select all of the desired practitioners.
  5. In the 'Site' selection field, select all of the desired sites.
  6. Set the 'Appointment Start Date' field with the current date.
  7. Set the 'Appointment End Date' field with a date equal to the current date +15 days.
  8. Click [Print Schedule].
  9. Verify the "Avatar Appointment Scheduling Practitioner Schedule" report is displayed in a timely manner, as expected.
  10. Validate the report displays appointments scheduled for the date range, practitioners and sites, as expected.
  11. Validate the Avatar NX Report Viewer version displays the newest version released (ex. "Avatar NX Report Viewer 2021.04.01").
Scenario 2: Print a 'Draft' and a 'Final' Treatment plan using the 'Print Treatment Plan' form.
Specific Setup:
  • User must have access to the form 'Print Treatment Plan' in the 'Select Forms for User Access' of the 'Forms and Tables' section of 'User Definition'.
  • A client must exist in an active episode with a Treatment Plan filed in draft and final status (Client A).
Steps
  1. Select 'Client A' and access the 'Print Treatment Plan' form.
  2. Select any value from the 'Select Episode' field.
  3. Select any value from the 'Select Treatment Plan' field.
  4. Select any draft value from the 'Select Client Plan' field.
  5. Click [Print Treatment Plan].
  6. Validate that the report opens in a new window and displays the data as expected.
  7. Click [Close Report].
  8. Select any value from the 'Select Episode' field.
  9. Select any value from the 'Select Treatment Plan' field.
  10. Select any final value from the 'Select Client Plan' field.
  11. Click [Print Treatment Plan].
  12. Validate that the report opens in a new window and displays the data as expected.
  13. Click [Close Report].
Scenario 3: Avatar NX: Crystal Reports with multiple ODBC connections for cache databases
Specific Setup:
  • A crystal report with multiple ODBC connections (ex. PM, CWS) must exist in the system (ex. 'Treatment/Discharge Summary' form contains, 'Treatment Discharge Summary' report and the 'Referral Letter' report).
  • A report definition report must exist in the system with multiple ODBC Connections (ex. CWS, PM)
  • A client must have data filed in the 'Treatment/Discharge Summary' form in the 'Treatment/Discharge Summary' and 'Referral' sections (Client A).
Steps
  1. Select "Client A" from the 'My Clients' widget and access any form that has a report with multiple ODBC connections (PM, CWS) - (ex. 'Treatment/Discharge Summary').
  2. Select any episode from the 'Select Episode' field.
  3. Select any record from the 'Select Record' field.
  4. Click [Edit].
  5. Validate that a 'Treatment/Discharge Summary' displays stating "This summary is marked as Final. Changes are not allowed. Do you want to continue?".
  6. Click [Yes].
  7. Select the 'Referral' tab.
  8. Validate that a 'Treatment/Discharge Summary' displays stating "This summary is marked as Final. Changes are not allowed".
  9. Click [OK].
  10. Click [Print Referral Letter].
  11. Validate the Crystal Report displays the data for Client A as expected.
  12. Click [Close Report].
  13. Select the 'Treatment/Discharge Summary' tab.
  14. Click [Submit].
  15. Validate that a 'Treatment/Discharge Summary' message is displayed stating "The selected summary was previously marked as Final. Changes are not allowed. Would you like to view the Treatment/Discharge Summary report?".
  16. Click [Yes]
  17. Validate the Crystal Report displays the data for Client A as expected.
  18. Click [Close Report].
Topics
• NX • Report Viewer