Scheduling Calendar - Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Scheduling Calendar - Reports
Scenario 1: Scheduling Calendar: Print Reports (Print Quick Schedule, Print Appointment Reminder, Print Schedule)
Specific Setup:
- Practitioner must be defined with prior and/or future appointments (Practitioner A).
- A client must be enrolled in an active episode with at least one scheduled appointment (Client A).
Steps
- Access the 'Scheduling Calendar' form.
- Click [Reports].
- Select "Practitioner" in the 'View Point' field.
- In the 'Practitioner' selection field, select all of the desired practitioners.
- In the 'Site' selection field, select all of the desired sites.
- Enter the desired date in the 'Appointment Start Date' field.
- Enter the desired date in the 'Appointment End Date' field.
- Click [Print Schedule].
- Validate the report displays appointments scheduled for the date range, practitioners and sites, as expected.
- Close the report.
- Select "Client" in the 'View Point' field.
- Select "Client A" in the 'Client ID' field.
- Enter the desired date in the 'Appointment Start Date' field.
- Enter the desired date in the 'Appointment End Date' field.
- Validate the report displays appointments scheduled for the date range for "Client A".
- Close the report.
- Click [Practitioner Quick Schedule].
- Validate the report displays appointments for all practitioners.
- Close the report.
- Select "Client A" in the 'Client ID' field.
- Click [Print Appointment Reminder].
- Validate the report displays appointments for "Client A".
- Close the report and the form.
- Click [Dismiss].
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Topics
• NX
• Scheduling Calendar
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