Change MR#
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: "Change MR#" process - validate client and updated document data (appended and not appended)
Specific Setup:
- Have a client [ClientA] whose client ID # will need to be changed via the form "Change MR#" or the "Change MPI MR#" form [FormA]
- For [ClientA] have:
- A document created [Doc1], for example "Document Routing" document
- A "Treatment Plan" record on file [TPrec1] filed via the "Treatment Plan" form
- A "Progress Note" record on file [PMrec1] filed with a progress note form. For example, form "Ambulatory Progress Notes"
- A "Modeled Form" record [MFrec1] filed with any user modeled form
Steps
- Open [FormA]
- Enter the current ID of [ClientA] in the "Client ID" field
- Click [Assign MR#]
- Validate the "New Client ID#" field is populated with a new client ID#
- Click [Submit]
- Validate the form submits successfully and in a timely manner
- In the "My Clients" widget, enter the old client ID# for [ClientA] in the "Search Clients" field
- Validate "No matches found" is displayed
- In the "My Clients" widget, enter the new client ID# for [ClientA] in the "Search Clients" field
- Validate the client is found
- Validate the name of the client is as expected
- Open form "Clinical Document Viewer"
- In the "Select Client" field, enter the old client ID# for [ClientA]
- Validate "No matches found" is displayed
- In the "Select Client" field, enter the new client ID# assigned to [ClientA]
- Validate [ClientA] is found, select the client
- Click [Process]
- Validate the document [Doc1], is present in the list of documents
- Click [View]
- Validate data is displayed as expected in the document
- Open the "Treatment Plan" form
- In the "Select Client" field, enter the old client ID# for [ClientA]
- Validate "No matches found" is displayed
- In the "Select Client" field, enter the new client ID# assigned to [ClientA]
- Validate [ClientA] is found, select the client to open the form
- Validate the treatment plan row filed in the set up [TPrec1] for [ClientA], is present for selection in the pre-display
- Select the row
- Validate the data displayed in the treatment plan, is as expected
- Open the "Progress Note" form
- In the "Select Client" field, enter the old client ID# for [ClientA]
- Validate "No matches found" is displayed
- In the "Select Client" field, enter the new client ID# assigned to [ClientA]
- Validate [ClientA] is found, select the client
- Validate the progress note row filed in the set up [PNrec1] for [ClientA], is present for selection in the pre-display
- Select the row
- Validate the data displayed in the progress note, is as expected
- Open the "Modeled" form
- In the "Select Client" field, enter the old client ID# for [ClientA]
- Validate "No matches found" is displayed
- In the "Select Client" field, enter the new client ID# assigned to [ClientA]
- Validate [ClientA] is found, select the client to open the form
- Validate the modeled form row filed in the set up [MFrec1] for [ClientA], is present for selection in the pre-display
- Select the row
- Validate the data displayed in the modeled form, is as expected
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Topics
• Change MR#
• NX
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