Submitting a form with a "DSM-5" diagnosis code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Progress Notes (Group and Individual)
Scenario 1: Submit a Modeled form enabled for "Document Routing"- Registry Setting "DSM Classification To Use" set to "2"
Specific Setup:
- Have a modeled form [FormA] that includes a "Diagnosis" search field on the form
- [FormA] is enabled for document routing
- Have "Registry Setting", "DSM Classification To Use" set to "2"
- [UserA] is staff member and has the "My To do's" widget on their home view
- Log in as UserA
Steps
- Open [FormA]
- In the "Diagnosis" search field, search for a diagnosis code that is also associated "DSM-5" code. For example "Alcohol Abuse (F10.10)"
- Populate all other desired fields on the form.
- Select "Final" in the 'Draft/Final' field.
- Verify the document preview displays the data as expected.
- Click [Accept and Route].
- Enter the user's password in the 'Password' field.
- Click [OK].
- Select the practitioner associated to the logged in user as the approver
- Click [Submit].
- Validate the form submits successfully
- Navigate to the 'My To Do's' widget.
- Click [Approve Document] for the document routed in the previous steps.
- Validate the document preview displays the data as expected.
- Click [Accept].
- Enter the user's password in the 'Password' field.
- Click [OK].
- Validate the "To Do" accepted successfully and is removed from the 'My To Do's' widget.
- Repeat steps 1 and 2 but in step 1a, select a diagnosis code that does not have an associated "DSM-5" code. For example, "Smoke Hypersensitivity (J30.89)
- Validate results are as expected
Scenario 2: Submit a Progress Note form enabled for "Document Routing"- Registry Setting "DSM Classification To Use" set to "2"
Specific Setup:
- Have any progress note enabled for document routing. For example the "Progress Notes (Group & Individual)" form
- Using "Site Specific Section Modeling" add a "Diagnosis" search field to the form
- Have "Registry Setting", "DSM Classification To Use" set to "2"
- [UserA] is staff member and has the "My To do's" widget on their home view
- Log in as [UserA]
Steps
- Access the progress note form
- In the "Diagnosis" search field, search for a diagnosis code that is also associated "DSM-5" code. For example "Alcohol Abuse (F10.10)"
- Populate all other desired fields on the form.
- Select "Final" in the 'Draft/Final' field.
- Verify the document preview displays the data as expected.
- Click [Accept and Route].
- Enter the user's password in the 'Password' field.
- Click [OK].
- Select the practitioner associated to the logged in user as the approver
- Click [Submit].
- Validate the form submits successfully
- Navigate to the 'My To Do's' widget.
- Click [Approve Document] for the document routed in the previous steps.
- Validate the document preview displays the data as expected.
- Click [Accept].
- Enter the user's password in the 'Password' field.
- Click [OK].
- Validate the "To Do" accepted successfully and is removed from the 'My To Do's' widget.
- Repeat steps 1 and 2 but in step 1a, select a diagnosis code that does not have an associated "DSM-5" code. For example, "Smoke Hypersensitivity (J30.89)
- Validate results are as expected
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Topics
• Modeling • NX • Progress Notes
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