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Avatar NX Report Viewer Update 2022.01.00.01 Acceptance Tests

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AV-78841 Summary | Details
Report Definition Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Crystal Report Viewer
  • Scheduling Calendar
  • Scheduling Calendar - Reports
  • Avatar NX Report Viewer
  • Treatment/Discharge Summary
  • Master Client Inquiry
Scenario 1: Client ledger - Crystal Report ledger type with sub report
Specific Setup:
  • Client with existing Financial Eligibility with multiple guarantors where the guarantor order is set to distribute liability first to the guarantor with the highest code number.
  • Client with existing services.
Steps
  1. Open the 'Client Ledger' form.
  2. Enter a client name or ID in the 'Client ID' field.
  3. Select "Episode" from the 'Claim/Episode/All Episodes' field.
  4. Select the episode in the 'Episode Number' field.
  5. Select "Crystal" in the 'Ledger Type' field.
  6. Set the 'From Date' and 'To Date' fields to a valid date range for that episode.
  7. Click the "Process" button.
  8. Verify a Crystal report generated and displays the services for the date range previously selected.
  9. Click on the "Guarantor Name" link to generate a sub report displaying the guarantor and subscriber data.
  10. Verify the sub-report generated displays the ID, Name, address information for the guarantor.
Scenario 2: 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 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].
Scenario 4: Report Definition - Sub Reports (Master Client Inquiry)
Specific Setup:
  • Client must be admitted to an active episode (Client A).
Steps
  1. Select "Client A" from the 'My Clients' list and access the 'Master Client Inquiry' form.
  2. Validate that Client A's name appears in the 'Select Patient' field.
  3. Select any value from the 'Select Episode Number' field.
  4. Click [Process].
  5. Select the 'Diagnosis History' link in the sub report.
  6. Validate that the 'Diagnosis History Data' displays as expected.
  7. Select the 'Main Report' tab.
  8. Click [Close Report].
  9. Click [Discard].
Topics
• NX • Report Viewer