Update - background processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Move Selected Data - Table data validations
Specific Setup:
- Have a progress note form [FormA], which is enabled for document routing. For example, the "Inpatient Progress Note" form
- [ClientA] is admitted in two episodes [Episode1] and [Episode2]
- [ClientA] has a row filed [RowA] in [FormA] in [Episode1], as "Final", with the document routing document routed and approved.
- [ClientA] has a row filed [RowB] in [FormA] in [Episode2] as "Draft"
- [ClentB] is admitted in [Episode1]
- Have a report or query created to display data in the "DocR.document" table [ReportA]
- Have a report or query created to display data in the "DocR.document_history" table [ReportB]
- Have [FormA] added to the logged in users "Chart View"
Steps
- Run [ReportA], to display data in the "DocR.document" table
- Validate [RowA] is present for [ClientA] in [Episode1]
- Make a note of the "DocID". For example "789"
- Make a note of the value in "JOIN_TO_UNIQUE_ID" field. For example: "NOTxxxxx.001"
- Open form "Move Selected Data"
- Select [ClientA] in the "Entity Database" field
- Select [FormA] in the "Form" field
- Select [ClientA] in the "Old Entity" field
- Select [Episode1] in the "Old Episode" field
- Click [Select Row to be Moved]
- Select [RowA]
- Select [ClientA] in the "New Entity" field
- Select [Episode2] in the "New Episode" field
- Populate the "Reason for Moving Data" field
- Click [Submit]
- At the "Confirm Document" screen, click [Sign]
- Populate the "Verify Password" dialog and click [Verify]
- Validate the form files successfully
- Run [ReportA], to display data in the "DocR.document" table
- Validate [RowA] is present for [ClientA] in [Episode1], with the "DocID" noted in step 1
- Make a note of the value in "JOIN_TO_UNIQUE_ID" field. For example: "NOTxxxxx.001"
- Validate the same value exists in the "JOIN_TO_UNIQUE_ID" field but has incremented by 1 after the decimal point. For example "NOTxxxxx.002".
- Run [ReportB], to display data in the "DocR.document_history" table
- Validate [RowA] is present for [ClientA] in [Episode1]
- Locate the "doc_id" field (Note: the value in "doc_id" contains several values separated by pipe (|) symbols)
- Validate the field value contains the same value "JOIN_TO_UNIQUE_ID" value noted in step 3. For this example "NOTxxxxx.002".
- Select [ClientA]
- Right-click on the clients name to open the clients "Chart"
- On the left side panel, choose [FormA]
- Click the "Episode 1" tab in the main window
- Validate [RowA] is not present
- Click the "Episode 2" tab in the main window
- Validate [RowA] is displayed, as expected
- Open form "Move Selected Data"
- Select [ClientA] in the "Entity Database" field
- Select [FormA] in the "Form" field
- Select [ClientA] in the "Old Entity" field
- Select [Episode2] in the "Old Episode" field
- Click [Select Row to be Moved]
- Select [RowB]
- Select [ClientB] in the "New Entity" field
- Select [Episode1] in the "New Episode" field
- Populate the "Reason for Moving Data" field
- Validate the form files successfully
- Select [ClientA]
- Right-click on the clients name to open the clients "Chart"
- On the left side panel, choose [FormA]
- Click the "Episode 2" tab in the main window
- Validate [RowB] is not present
- Select [ClientB]
- Right-click on the clients name to open the clients "Chart"
- On the left side panel, choose [FormA]
- Click the "Episode 1" tab in the main window
- Validate [RowB] is present, as expected
|
Topics
• Move Selected Data
• NX
|