User File Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- User Definition
- User File Import
Scenario 1: Verify 'User File Import'
Specific Setup:
- Have a system with prompt "Include Supplemental Information within User Definition" to "Yes" in form "System security defaults"
- In form "User Definition" have an existing user [UserA] who is assigned to a user role [RoleA] and has "Date of Hire" and "Date of Birth" prompts populated on the "Supplemental" section of the form.
- Have a "User File Import" file created [UserFileA] that includes:
- [UserA] set with a different user role [RoleB] to be updated in the "User Role" field
- A new user [UserB], with the "User Role" field populated with any valid user role. For this test [RoleA] is used
Steps
- Open the 'User File Import' form.
- Click [Select User Import File]
- Navigate to the location of [UserFileA] and select the file
- Click [Open].
- Validate the scan results display messages, "Warning: Row 1 contains an existing User ID which will be edited on import (UserA)" and "Warnings but no errors detected in import file. Import may proceed"
- Click [Process User Import File]
- Validate there are no errors
- Click [OK].
- Validate the import completes successfully
- Open form "User Definition"
- Select [UserA] in the "Select User" field
- Validate the user is not assigned to user role [RoleB], as expected
- Click "Supplemental" section of the form
- Validate "Date of Hire" and "Date of Birth" prompts are populated, as expected
- Select [UserB] in the "Select User" field
- Validate the user is assigned to user role [RoleA], as expected
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Topics
• File Import
• NX
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Service Documentation - modeled form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Modeled Form With Service Documentation
- Modeled 'Service Documentation' Forms - Field Validations (w/Service Doc prompts removed from form)
Scenario 1: Modeled 'Service Documentation' Forms - Field Validations
Specific Setup:
- Have a Modeled [TableA] which is includes:
- Fields added that will be mapped in the "Service Documentation" section of "Table Definition" that required for service documentation functionality. These include: "Data Row for", "Date of Service", "Service Start Time", "Service End Time", "Service Duration", "Location" "Service Program", "Service Charge". "Service Practitioner" and "Draft/Final" fields
- Any other desired added that are "not" mapped for service documentation functionality
- [FormA] contains both the fields that are mapped for "Service Documentation" and also those are not
Steps
- Select [ClientA]
- Open [FormA]
- Set the "Documentation For" field to "New Service
- Set the "Draft/Final" field to "Final"
- Validate a message is displayed indicating there are required fields on the form that are not populated and the fields are listed
- Click [OK]
- Validate the "Draft/Final" field is set back to "Draft"
- Select a program in the "Service Program" field
- Select a service code in the "Service Charge Code" field
- Select a location in the "Service Location" field
- Select a practitioner in the "Service Practitioner" field
- Set the "Service Start Time" to the current time
- Set the "Service End Time" to a time prior to the current time
- Set the "Service Duration(Minutes) field to "30""
- Set the "Draft/Final" field to "Final"
- Validate a message is displayed indicating the required field "Date of Service" is not populated
- Click [OK]
- Validate the "Draft/Final" field is set back to "Draft"
- Populate the "Date of Service" field
- Set the "Draft/Final" field to "Final"
- Validate an error is displayed indicating that the service end time must be after the service start time
- Click [OK]
- Validate the "Draft/Final" field is set back to "Draft"
- Set the "Service Start Time" to one hour earlier than the current time
- Set the "Service End Time" to the current time
- Set the "Draft/Final" field to final
- Validate an error is displayed indicating that time between the service start date and end date is "60" minutes but the "Service Duration(Minutes) field to set to "30"
- Click [OK]
- Validate the "Draft/Final" field is set back to "Draft"
- Set the "Service Duration(Minutes)" field to "60"
- Set the "Draft/Final" field to "Final"
- At the "Confirm" dialog, click [OK]
- Click [Submit]
- Validate the form files successfully
- Return to [FormA] and select [ClientA]
- Edit the row just submitted
- Validate all fields are populated, as expected
Scenario 2: Modeled 'Service Documentation' Forms - Field Validations (w/Service Doc prompts removed from form)
Specific Setup:
- Have a Modeled [TableA] which is includes:
- Fields added that will be mapped in the "Service Documentation" section of "Table Definition" that required for service documentation functionality. These include: "Data Row for", "Date of Service", "Service Start Time", "Service End Time", "Service Duration", "Location" "Service Program", "Service Charge". "Service Practitioner" and "Draft/Final" fields
- Any other desired fields that are "not" mapped for service documentation functionality. For this test a "Date", "Scrolling Text", "Picture" and "Dictionary" fields are used.
- Have one of the fields set to be required, for the test the "Dictionary" field is set to be required.
- [FormA] contains [TableA] but "only" contains the fields that are "not" mapped for service documentation on the form
Steps
- Select [ClientA]
- Open [FormA]
- Populate just the "Date" field
- Set the "Draft/Final" field to "Final"
- Validate a message indicating "Dictionary" field is required and is not populated
- Click [OK]
- Validate the "Draft/Final" field is set back to "Draft"
- Populate the "Scrolling Text" field
- Populate the "Client Picture" field
- Set the "Draft/Final" field to "Final"
- Validate a message indicating "Dictionary" field is required and is not populated
- Click [OK]
- Validate the "Draft/Final" field is set back to "Draft"
- Populate the "Dictionary" field
- Set the "Draft/Final" field to "Final"
- Validate there are no messages
- Click [Submit]
- Validate the form files successfully
- Return to [FormA] and select [ClientA]
- Edit the row just submitted
- Validate all fields are populated, as expected
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Topics
• 835
• 835 Health Care Claim Payment/Advice
• 837 Institutional
• 837 Professional
• About...
• Accounts Receivable Management
• Accu-Chek
• NX
• Service Documentation
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Client Header- client "Age" value
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- App Dashboard
- Discharge
- Update Client Data
Scenario 1: "Client Header" validation
Specific Setup:
- Have a testing client [ClientA] with two episodes.
- Episode "1" is an open episode
- Episode "2" is a discharged episode
- Have Registry Setting "Add Date of Death and Reason for Death to Discharge" Set this to "Yes"
- In PM "Dictionary Update", select the "Client" database and search for dictionary "970"(Type of Discharge)
- Edit dictionary code "3 (Death)" and click to the extended attribute section
- In the "Extended Dictionary Element" field, select "Discharge Due to Death?" and ensure its set to "Yes"
- In form "Client Lookup/Header Configuration" go to the "Client Header" section:
- Have fields "Location", "Attending Practitioner", "Admitting Practitioner" included as part of the Client Header.
Steps
- Select [ClientA]
- Open the " Discharge" form and select the discharged Episode "2"
- Ensure "Date of Death" and "Reason for Death" are present, initially not required and disabled.
- Change "Type of Discharge" to "Death"
- Validate "Date of Death" and "Reason for Death" enable.
- Enter a "Date of Death"
- Enter a "Reason for Death"
- Submit the form
- Select [ClientA]
- Select episode "1" in the "Episodes" drop down list on the home view
- Right-click on the client to open "Chart"
- Validate the calculated "Age" value displayed in the client header, is a factor of the clients "Date of Death" entered in step1 minus the client "Date of Birth"
- Validate fields "Location", "Program", "Attending Practitioner" are populated as expected in client header, since this is an episodic form
- Close the "Chart"
- Select episode "2" in the "Episodes" drop down list on the home view
- Right-click on the client to open "Chart"
- Validate the calculated "Age" value displayed in the client header, is a factor of the clients "Date of Death" entered in step1 minus the client "Date of Birth"
- Validate fields "Location", "Program", "Attending Practitioner" are populated as expected in client header, since this is an episodic form
- Close the "Chart"
- For [ClientA] open the non-episodic form
- Validate the calculated "Age" value displayed in the header, is a factor of the clients "Date of Death" entered in step1 minus the client "Date of Birth".
- Validate fields "Location", "Program", "Attending Practitioner" are 'not' populated as expected in client header, since this is an episodic form
- For [ClientA] open the "episodic" form for open episode, episode "1"
- Validate the calculated "Age" value displayed in the header, is a factor of the clients "Date of Death" entered in step1 minus the client "Date of Birth"
- Validate fields "Location", "Program", "Attending Practitioner" are populated as expected in client header, since this is an episodic form
- For [ClientA] open the "episodic" form for discharged episode, episode "2"
- Validate the calculated "Age" value displayed in the header, is a factor of the clients "Date of Death" entered in step1 minus the client "Date of Birth"
- Validate fields "Location", "Program", "Attending Practitioner", are populated as expected in client header, since this is an episodic form
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Topics
• Client Banner
• Discharge
• NX
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