Client Search - results
Scenario 1: Validate client search results using "Alternate" lookups
Specific Setup:
- Have the "My Clients Widget" on the home view
- Have a client [ClientA], that has their "Date of Birth", "Social Security Number" populated in their client record along with an "Alias" name. For this test, [ClientA] is "Mary Jones" and she has an alias of "Jane Doe"
- Have the "Client Lookup/Header Configuration Manager" form, have "Alias" configured as an "Alternate" search
- Have any form [FormA], that includes a client search field within the form [FormA]. For example "Progress Notes Group and Individual"
- Have access to any client based form [FormB], for example "Update Client Data"
Steps
- Open [FormA], the form that includes a search client field
- In the "Select Client" search field, search for [ClientA] using their "Date of Birth"
- Validate [ClientA] is found in the search results
- In the search field, search for [ClientA] using their "Social Security Number"
- Validate [ClientA] is found in the search results
- In the search field, search for [ClientA] using their name
- Validate [ClientA] is found in the search results
- In the search field, enter the first name of their "Alias" name. For this example, "Jane" is entered
- Validate [ClientA] is found in the search results
- Validate the format of the results are displayed as: "Clients Name, (PatID#) [Alias: Alias Name]", as expected. (For this example, MARY JONES (0000003) [Alias: Jane Doe] is displayed)
- Navigate to the "Search Clients" field of the "My Clients" widget
- In the search field, search for [ClientA] using their "Date of Birth"
- Validate [ClientA] is found in the search results
- In the search field, search for [ClientA] using their "Social Security Number"
- Validate [ClientA] is found in the search results
- In the search field, search for [ClientA] using their name
- Validate [ClientA] is found in the search results
- In the search field, enter the first name of their "Alias" name. For this test, "Jane" is entered based on the setup steps
- Validate [ClientA] is found in the search results
- Validate the format of the results are displayed as: "Clients Name, (PatID#) [Alias: Alias Name]"
- For this test, MARY JONES (0000003) [Alias: Jane Doe] would be displayed
- Click the "Advanced" button next to the "Search Clients" search field
- In the "Last Name" field, enter any letter
- In the "Sex" field, select a value
- In the "Alias" field, enter the "Alias" for [ClientA]
- Open [FormB], the client based form
- In the "Select Client" search field, search for [ClientA] using their "Date of Birth"
- Validate [ClientA] is found in the search results
- In the search field, search for [ClientA] using their "Social Security Number"
- Validate [ClientA] is found in the search results
- In the search field, search for [ClientA] using their name
- Validate [ClientA] is found in the search results
- In the search field, enter the first name of their "Alias" name. For this test, "Jane" is entered based on the setup
- Validate [ClientA] is found in the search results
- Validate the format of the results are displayed as: "Clients Name, (PatID#) [Alias: Alias Name]"
- For this test, MARY JONES (0000003) [Alias: Jane Doe] would be displayed
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Topics
• Client Search
• NX
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