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Avatar NX Report Viewer Update 2022.01.00 Acceptance Tests

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AV-74656 Summary | Details
Avatar NX Report Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Scheduling Calendar - Reports
  • Avatar NX Report Viewer
  • Crystal Report Viewer
  • Treatment/Discharge Summary
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
  • Dynamic Form - Previous Compile Found
  • Quick Cash Posting
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: 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 3: Report Viewer Validation - Reports launch without prompting for parameters
Steps
  1. Acess the 'Quick Cash Posting'
  2. Set the 'Client' field to "Client A".
  3. Select any value from the 'Episode' field.
  4. Select any program from the 'Program of Service' field.
  5. Click [View Ledger].
  6. Validate that the Crystal Report launches as expected and displays the data for Client A.
  7. Click [Close Report] and [Discard].
  8. Access the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form.
  9. Set the 'From Date' field to any value.
  10. Set the 'Through Date' field to any value.
  11. Select any value from the 'Roll-Up Definitions' field.
  12. Click [Compile Worklist].
  13. Validate that a confirm message is displayed stating "Compile Complete" and click [Ok].
  14. Click [Run Report].
  15. Validate that the Crystal Report launches and displays the data as expected.
  16. Click [Close Report].
Topics
• NX • Report Viewer