Avatar NX - Report Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Client Ledger
- Crystal Report Viewer
Scenario 1: Client Ledger
Specific Setup:
- A client must be enrolled in an existing episode and have services filed (Client A).
Steps
- Access the 'Client Ledger' form.
- Enter "Client A" in the 'Client ID' field.
- Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
- Select "Crystal" in the 'Ledger Type' field.
- Select and value in the 'Include Zero Charges' field.
- Populate any desired fields.
- Click [Process].
- Validate the Crystal report loads in a timely manner.
- Validate the Crystal report displays in a new window and contains the current date and time.
- Close the report and the form.
Scenario 2: Zip Code Table Maintenance - Print All State
Steps
- Access the 'ZIP Code Table Maintenance' form.
- Select the 'Print ZIP Code Table' field.
- Select "All" in the 'Individual or All States' field.
- Click [Print Zip Code Table].
- Switch to the 'ZIP Code Table Maintenance' report.
- Validate the Crystal report opens in a new window and contains the current date and time.
- Validate "RADplus_ZIP_Table.rpt" displays as the window title.
- Click [Print Report].
- Validate the report opens as a PDF in a new browser tab.
- Click [Print].
- Validate the PDF report has access to your local printers and that the user can save as a PDF as well.
- Click [Cancel].
- Close the PDF report tab.
- Switch back to the Crystal Report window.
- Click [Close Report].
- Switch to the 'ZIP Code table Maintenance' form.
- Close the form.
Scenario 3: Zip Code Table Maintenance - Launch reports with multiple logged in users
Specific Setup:
- There must be two users defined (User A & User B).
Steps
- Login as "User A" and access the 'ZIP Code Table Maintenance' form.
- Open a second tab for Avatar NX.
- Login as "User B" and access the 'ZIP Code Table Maintenance' form.
- Select 'Print ZIP Code Table'
- Select "Individual" in the 'Individual or All States' field.
- Select any state from the 'Specific State' field.
- Click [Print Zip Code Table].
- Validate the Crystal report opens in a new window with the correct state data.
- Switch to "User A".
- Select 'Print ZIP Code Table'
- Select "Individual" in the 'Individual or All States' field.
- Select a different state from the 'Specific State' field.
- Click [Print Zip Code Table].
- Validate the Crystal report opens in a new window with the correct state data.
- Click [Print Report].
- Validate the report opens as a PDF in a new browser tab with the correct state data.
- Switch to "User B" report.
- Click [Print Report].
- Validate the report opens as a PDF in a new browser tab with the correct state data.
- Close the PDF report tab.
- Switch back to the Crystal Report window.
- Click [Close Report].
- Switch to the 'ZIP Code table Maintenance' form.
- Close the form.
- Close out of windows for "User A".