Client Search - Search on subscriber policy # or Medicaid #
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission
- Financial Eligibility
Scenario 1: Financial Eligibility - Add/Edit/Delete financial eligibility record
Specific Setup:
- Guarantor/Payors:
- An existing guarantor is identified. Note the guarantor’s code/name.
- Admission:
- A new client is created, or an existing client is identified who does not have 'Fast Financial Eligibility', 'Family Financial Eligibility', 'Financial Eligibility', or 'Cross Episode Financial Eligibility' records created (Client A).
Steps
- Select "Client A" and open the 'Financial Eligibility' form.
- Validate the 'Admission Date', 'Episode Number', 'Program', and 'Social Security Number' fields are populated, disabled, and readable.
- Select the 'Guarantor Selection' tab.
- Validate the 'Guarantor Information' grid is required.
- Validate the 'Guarantor #' field is required.
- Select any value from the 'Guarantor #' field.
- Validate the 'Guarantor Plan' field is required.
- Select any value from the 'Guarantor Plan' field.
- Validate the 'Customize Guarantor Plan' field is required.
- Select any value from the 'Customize Guarantor Plan' field.
- Validate the 'Eligibility Verified' field is required.
- Select any value from the 'Eligibility Verified' field.
- Validate the 'Coverage Effective Date' field is required.
- Set the 'Coverage Effective Date' field to any value.
- Validate the 'Client's Relationship To Subscriber' field is required.
- Select "Self" from the 'Client's Relationship To Subscriber' field.
- Validate the 'Subscriber's Name', the 'Subscriber's Address - Street Line 1', the 'Subscriber Address - Zip', the 'Subscriber Address - City', the 'Subscriber Address - State', the 'Subscriber's Social Security #', and the 'Subscriber Sex' fields are required and populate with "Client A".
- Tab down until the 'Subscriber Address - County' field is in focus.
- Press the 'space' key.
- Validate the search field is in focus.
- Enter any value and validate the expected search results display.
- Click the 'Subscriber Address - County' field so it is in focus again.
- Press any letter and validate the expected result displays.
- Validate the 'Subscriber Assignment Of Benefits' field is required.
- Select any value from 'Subscriber Assignment Of Benefits' field.
- Validate the 'Subscriber Release of Info' field is required.
- Select any value from the 'Subscriber Release of Info' field.
- Validate the 'Subscriber's Covered Days' field is required.
- Validate the 'Maximum Covered Dollars' field is required.
- Select the 'Financial Eligibility' tab.
- Select the Guarantor previously defined in the 'Guarantor #1' field.
- Click [Submit].
- Select "Client A" and open the 'Financial Eligibility' form.
- Edit the financial eligibility record that was entered.
- Validate the data entered is retrieved and displayed.
- Click [Add New Item].
- Validate that a new blank row is added.
- Click [Delete Selected Item].
- Validate the "Are you Sure?" dialogue.
- Click [Yes].
- Validate that the blank row is deleted successfully.
- Exit the form.
Scenario 2: Financial Eligibility - Client Search Change Subscriber Policy#
Specific Setup:
- Admit a test client.
- Using the "Financial Eligibility" form:
- Populate all required fields.
- Populate "Subscriber Policy#. Note the data.
- Populate "Subscriber Medicaid#". Note the data.
Steps
- Using the "Financial Eligibility" form:
- Change the "Subscriber Policy#" and "Subscriber Medicaid# values. Note the values.
- File the form.
- From the Home View, enter the value that was entered into "Subscriber Policy#" from Step 1.
- Validate it returns the correct result from the search on that value.
- From the Home View, enter the value that was entered into "Subscriber Medicaid#" from Step 1.
- Validate it returns the correct result from the search on that value.
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Topics
• Admission
• Financial Eligibility
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