The "Process" button
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Master Library Report
- Report Of Total Charges
- Ambulatory Progress Notes
- Client Ledger
- App Dashboard
- Failed Login Report (PM)
Scenario 1: Master Library Report
Specific Setup:
- A treatment plan library must be defined in the 'Treatment Plan Library Definition' form.
Steps
- Access the 'Master Library Report' form.
- Select "All" in the 'Individual or All Library' field.
- Select "Both" in the 'Active, Inactive or Both' field.
- Click [Process].
- Validate the 'Master Library Report' displays as expected.
- Click [Close].
- Select "Individual" in the 'Individual or All Library' field.
- Select the existing library in the 'Library' field.
- Validate the "Process" button is enabled.
- Click [Process].
- Validate the 'Master Library Report' displays as expected.
- Click [Close] and close the form.
Scenario 2: Report of Total Charges
Steps
- Access the 'Report Of Total Charges' form.
- Enter the desired date in the 'Month/Year To Run Report For' field.
- Select "Summary" in the 'Summary Or Detail' field.
- Select "Yes" in the 'Sort Y/N' field.
- Select the desired value in the 'Sort Item' field.
- Click [Process].
- Validate the 'Report Of Total Charges' displays as expected.
- Click [Close].
- Select "Detail" in the 'Summary Or Detail' field.
- Select "No" in the 'Sort Y/N' field.
- Validate the "Process" button is enabled.
- Click [Process].
- Validate the 'Report Of Total Charges' displays as expected.
- Click [Close] and close the form.
Scenario 3: Failed Login Report - Login with an Invalid Password
Specific Setup:
- User must have had at least one failed login attempt.
Steps
- Access the 'Failed Login Report' form.
- Validate the 'Login Start Date' and 'Login End Date' fields contain the current date.
- Click [Process].
- Validate the 'Failed Login Report' displays as expected.
- Click [Close].
- Enter any new dates in the 'Login Start Date' and 'Login End Date' fields.
- Validate the "Process" button is enabled.
- Click [Process].
- Validate the 'Failed Login Report' displays as expected.
- Click [Close] and close the form.
Scenario 4: Validate services in the 'Client Ledger' form
Specific Setup:
- A service code is defined as 20 characters in length (Service Code A).
- A service code is defined as 10 characters in length (Service Code B).
- A service code is defined as 5 characters in length (Service Code C).
- A client is enrolled in an existing episode (Client A).
- PDF viewer is set up for 'Client Ledger'.
Steps
- Access the 'Client Charge Input' form.
- Enter the desired date in the 'Date Of Service' field.
- Enter "Client A" in the 'Client ID' field.
- Select the existing episode in the 'Episode Number' field.
- Enter "Service Code A" in the 'Service Code' field.
- Enter the desired practitioner in the 'Practitioner Field'.
- Click [Submit] and [Yes] to remain in the form.
- Enter "Service Code B" in the 'Service Code' field.
- Click [Submit] and [Yes] to remain in the form.
- Enter "Service Code C" in the 'Service Code' field.
- Click [Submit] and [No].
- 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.
- Select "Yes" in the 'Sort By Episode' field.
- Click [Process].
- Validate the 'Client Ledger Report' contains the 3 services created in the previous steps.
- Click [Close].
- Select "Crystal" in the 'Ledger Type' field.
- Validate the "Process" button is enabled.
- Click [Process].
- Validate a crystal report for the 'Client Ledger' is displayed and contains the 3 services created in the previous steps.
- Click [Close Report].
- Close the form.
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Topics
• Forms
• myAvatar/myAvatar NX
• NX
• RADplus Utilities
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