NIAM user - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Scheduling Calendar
- Individual Progress Note
Scenario 1: NIAM user - Submitting a note from the undocked Scheduling Calendar
Specific Setup:
- Have a system with “Netsmarts "(NIAM) Netsmart’s Identity and Access Management" functionality” configured.
- Have a user that has been assigned an external login ID and password to login using the '(ODIC) Identity Provider' solution, in the 'User Definition' form (User A).
- "User A" is configured in the 'User Definition' form with prompt 'User External Login' set to "Yes" and field 'External Login ID' populated with external login ID assigned by the '(ODIC) Identity Provider'. This will be used as "Netsmart ID" during login.
- "User A" must be logged in and have the 'My To Do's' widget configured to a view.
- A client must have an active episode (Client A).
- Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
Steps
- Access the undocked 'Scheduling Calendar' form.
- Validate the 'Scheduling Calendar' opens in a new window.
- Right click on an open time slot and select 'Add Appointment'.
- Select "Client A" in the 'Client' field.
- Populate all required and desired fields.
- Click [Submit].
- Right click on the appointment for "Client A" and select 'Progress Notes (Group and Individual)'.
- Validate the 'Progress Notes (Group and Individual)' form opens and populates with the appointment information.
- Select any value in the 'Note Type' field.
- Populate all required and desired fields.
- Select "Final" in the 'Draft/Final' field.
- Click [Submit Note].
- Validate a 'Confirm Document' dialog displays and click [Sign and Route].
- Enter User A's (the current logged in user's) password in the 'Password' field.
- Click [Verify] and [Send me the code].
- Enter the one-time verification code in the 'Verification Code' field.
- Click [Verify].
- Validate a 'Route Document to' displays.
- Enter "User A" in the 'Search here - Supervisor' field.
- Click [Add] and [Submit].
- Validate the 'Progress Notes (Group and Individual)' form closes.
- Navigate to the 'My ToDo's' widget.
- Select the newly created To Do for "Client A".
- Click [Review].
- Validate that the 'To Do Information' field displays the data as expected.
- Click [Accept] and [Sign].
- Enter User A's (the current logged in user's) password in the 'Password' field.
- Click [Verify] and [Send me the code].
- Enter the one-time verification code in the 'Verification Code' field.
- Click [Verify].
- Validate the To Do is no longer present.
- Click [Close Todos].
