Forms - Switching from "Final" to "Draft"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Draft/Final Dialog - The following required prompt(s) do not contain information
- Modeled Form With Service Documentation
Scenario 1: Modeled 'Service Documentation' Forms - Field Validations
Specific Setup:
- A modeled table must be defined in 'Table Definition' with the following (Table A):
- Fields that are mapped in the 'Service Documentation' section that are required for Service Documentation functionality. These include: 'Progress Note For', 'Date of Service', 'Service Start Time', 'Service End Time', 'Service Duration', 'Location', 'Service Program', 'Service Charge Code', 'Service Practitioner' and 'Draft/Final' fields.
- Fields added that are not mapped for Service Documentation functionality.
- A modeled form (Form A) must be defined in 'Form Definition' that uses "Table A" and contains all Service Documentation and non-Service Documentation fields.
- A client is enrolled in an existing episode (Client A).
Steps
- Select "Client A" and access "Form A".
- Select "New Service" in the 'Progress Note For' field.
- Enter the desired date in the 'Date of Service' field.
- Enter the desired time in the 'Service Start Time' and 'Service End Time' fields.
- Select the desired value in the 'Service Charge Code' field.
- Enter the desired value in the 'Service Duration' field.
- Select the desired value in the 'Service Practitioner' field.
- Populate all other required and desired fields.
- Select "Final" in the 'Draft/Final' field.
- Validate a message is displayed stating: Selecting "Final" prevents future edits.
- Click [OK].
- Validate all fields are disabled.
- Select "Draft" in the 'Draft/Final' field.
- Validate all fields are enabled.
- Click [Submit].
- Select "Client A" and access "Form A".
- Select the draft filed in the previous steps and click [Edit].
- Validate all previously filed data is displayed.
- Close the form.
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Topics
• Forms
• Service Documentation
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