Client Merge and Change MR #
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Change MR#
- Dictionary Update (CWS)
- Order Code Setup
- Order Entry Console
- Orders This Episode
Scenario 1: OE NX - Compendium AOE questions - Change MR# and Client Merge
Specific Setup:
- The 'OrderEntry.history_client_order_lab' table must be selected in the 'Data Trail Configuration' form.
- An 'External Lab Vendor' must exist. (Lab Vendor A)
- "Lab Vendor A" must be configured with compendium AOE questions.
- An active 'Specimen Type' must exist. (Specimen Type A)
- A lab-type order code must exist that is associated with "Lab Vendor A" and "Specimen Type A". (Order Code A)
- Please log out of the application and log back in after completing the above configuration
- A client must have an active episode. (Client A).
- “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
- Select "Client A" and access the Order Entry Console.
- Search for and select “Order Code A” in the ‘New Order’ field.
- Populate all required fields and 'Lab Vendor', 'Communication Method', 'Specimen Collection', 'Specimen Type', and 'Specimen Site fields.
- Click [Ask on Order Entry], answer all required AOE questions and click [Save].
- Click [Add to Scratchpad] and [Sign].
- Validate the 'Order grid' contains an order for "Order Code A".
- Create three reports using the following tables:
- ‘OrderEntry.history_client_order_lab’, ‘OrderEntry.aoe_answers’, and ‘Audit.history_client_order_lab’.
- Validate that the one row exists in each ‘OrderEntry.history_client_order_lab’ and ‘Audit.history_client_order_lab’ table for the "Order Code A" created for "Client A".
- Validate that each row exists in 'OrderEntry.aoe_answers' for each AOE question associated to "Order Code A".
- Access the ‘Change MR#’ form and change the MR# for “Client A” to "Client B".
- Refresh the reports.
- Validate the rows in the ‘OrderEntry.history_client_order_lab’ and ‘OrderEntry.aoe_answers’ tables have been updated from the old PATID "Client A" to the new PATID "Client B".
- Validate the row in the ‘Audit.history_client_order_lab’ table for "Client A" has been created with 'audit_action_value' as "Delete". Now there are two rows for "Client A" one with 'audit_action_value' as "Add" and the other with "Delete".
- Validate a row is created for new PATID "Client B" for "Order Code A" in the ‘Audit.history_client_order_lab’ table.
- Access the ‘Client Merge’ form and merge "Client B" with "Client C" as the 'Target Client'.
- Refresh the reports.
- Validate the rows in the ‘OrderEntry.history_client_order_lab’ and ‘OrderEntry.aoe_answers’ tables have been updated from the old PATID "Client B" to the new PATID "Client C".
- Validate the row in the ‘Audit.history_client_order_lab’ table for "Client B" has been created with 'audit_action_value' as "Delete". Now there are two rows for "Client B" one with 'audit_action_value' as "Add" and other with "Delete".
- Validate a row is created for the new PATID "Client C" for "Order Code A" in the ‘Audit.history_client_order_lab’ table.
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Topics
• Client Merge
• Order Code Setup
• Order Entry Console
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