Form submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Ambulatory Progress Notes
- Client Ledger
Scenario 1: Ambulatory Progress Note - New Service
Specific Setup:
- A client is enrolled in an outpatient episode (Client A).
Steps
- Select "Client A" and access the 'Ambulatory Progress Notes' form.
- Select "New Service" in the 'Progress Note For' field.
- Populate all required and desired fields.
- Click "Final" multiple times in the 'Draft/Final' field.
- Click [Submit] multiple times.
- Access the 'Client Ledger' form.
- Enter "Client A" in the 'Client ID' field.
- Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
- Select "Simple" in the 'Ledger Type' field.
- Select "Yes" in the 'Include Zero Charges' field.
- Click [Process].
- Validate the 'Client Ledger Report' contains one generated service from the new service note.
- Close the report and the form.
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Topics
• Forms
• myAvatar/myAvatar NX
• NX
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