Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Quick Actions Page
Update Client Data
Vitals Entry
Scenario 1: Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
A client must be admitted to an active episode (Client A).
'Update Client Data', 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form.
Steps
Select "Client A" and launch the 'Client Dashboard'.
Validate there is no grey box behind the client's name.
Navigate to the 'Quick Actions' widget.
Click [Update Client Data - Add].
Click outside of the 'Update Client Data' dialog.
Validate the dialog is fixed and centered in the screen.
Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key.
Validate the space is automatically removed after the comma.
Click the 'State' field and validate the states are listed alphabetically.
Populate the required and desired fields.
Click [Save].
Click [Emergency Contact - Add].
Click outside of the 'Emergency Contact' dialog.
Validate the dialog is fixed and centered in the screen.
Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
Validate the space is automatically removed after the comma.
Fill out any required any desired fields.
Click [Save].
Click [Smoking Assessment - Add].
Click outside of the 'Smoking Assessment' dialog.
Validate the dialog is fixed and centered in the screen.
Populate the required fields.
Click [Save].
Click [Problems List - Add].
Click outside of the 'Problems List' dialog.
Validate the dialog is fixed and centered in the screen.
Enter "Anxiety" in the 'Problem' field.
Enter any value in the 'Status' field.
Click [Save].
Click [Alerts - Add].
Select "Warning (Custom)" in the 'Type of Alert' field.
Select "All Episodes" in the 'Episode(s)' field.
Enter any value with a special character in the 'Custom Message' field.
Validate an error message and click [OK].
Enter any value in the 'Custom Message' field.
Select "No" in the 'Disabled' field.
Select "Active for Date Range" in the 'Active or Active for Date Range' field.
Validate the 'Start Date' and 'End Date' field populate with the current date.
Click [End Date Y].
Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
Validate the 'End Date' field contains the current date.
Enter any future value in the 'End Date' field.
Select any form in the 'Applicable Forms' field (Form A).
Validate the 'Applicable Forms' are listed alphabetically.
Click [Save].
Close the 'Client Dashboard'.
Access 'Form A'.
Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
Click [OK].
Close the form.
Scenario 2: Validate the 'Emergency Contact' quick action
Specific Setup:
A client must be enrolled in an existing episode (Client A).
'Emergency Contact' Quick Action must be assigned to the user in the 'NX View Definition' form.
Steps
Select "Client A" and access the 'Client Dashboard'.
Navigate to the 'Emergency Contact' quick action.
Click [Emergency Contact - Add].
Select "Episode #1" in the 'Episode' field.
Enter the desired value in the 'Emergency Contact Name' field.
Select the desired value in the 'Emergency Contact Relationship' field.
Enter any value in the 'Emergency Contact Phone Number' field.
Click [Save].
Validate the 'Emergency Contact' quick action contains "Emergency Contact last updated: the current date and time".
Click [Emergency Contact - Add].
Select "Episode #1" in the 'Episode' field.
Enter the desired value in the 'Emergency Contact Name' field.
Select the desired value in the 'Emergency Contact Relationship' field.
Enter any value in the 'Emergency Contact Phone Number' field.
Click [Save].
Validate the 'Emergency Contact' quick action contains "Emergency Contact last updated: the current date and time".
Click [Emergency Contact - Add].
Select "Episode #1" in the 'Episode' field.
Enter the desired value in the 'Emergency Contact Name' field.
Select the desired value in the 'Emergency Contact Relationship' field.
Enter any value in the 'Emergency Contact Phone Number' field.
Click [Save].
Validate the 'Emergency Contact' quick action contains "Emergency Contact last updated: the current date and time".
Click [Close].
Access the 'Emergency Contact' form.
Validate the 'Select Record' field contains the entries from the previous steps.
Click [Cancel].
Scenario 3: Validate the 'Quick Vitals' quick action
Specific Setup:
A client must be enrolled in an existing episode (Client A)
'Quick Vitals' Quick Action must be assigned to the user in the 'NX View Definition' form.
Steps
Select "Client A" and access the 'Client Dashboard'.
Navigate to the 'Quick Vitals' quick action.
Click [Quick Vitals - Add].
Populate the desired fields and click [Save].
Click [Quick Vitals - Add].
Populate the desired fields and click [Save].
Click [Quick Vitals - Add].
Populate the desired fields and click [Save].
Click [Close].
Access the 'Vitals Entry' form.
Select the 'Vitals Report' field.
Click [Start Date Y].
Click [Start Date T].
Enter any value in the 'Start Time' field.
Enter any value in the 'End Time' field.
Select "All" in the 'Vital Sign(s) for Report' field.
Click [View Report].
Validate the report contains the entries filed in the previous steps.