Block Client - report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Block Client Chart (Form) - "Blocked Clients" Report
Specific Setup:
- In form "Block Client Chart"
- Have a client [TestClientA] already added in the "Blocked Clients" section
- Have another client [TestClientB] who needs to be added to the list
- Have access to form "Block Client Chart"
Steps
- Open form "Block Client Chart"
- Click the "Blocked Clients" section
- In the "Block Clients" grid
- Validate a row is present for [TestClientA], as expected
- Click the [Add New Item] button
- In the "Select Client" field, search and select [TestClientB]
- Populate the required and desired fields in the section
- Click [Submit]
- Validate the form files successfully
- Re-open form "Block Client Chart"
- Click the "Blocked Clients" section
- In the "Block Clients" grid
- Validate a row is present for [TestClientA], as expected
- Validate a row is present for [TestClientB], as expected
- Click back to the main section of the form
- In the "Clients to Display" field, select "All" clients
- Click the [List Blocked Clients] button to generate the report
- Validate the "Block Clients" report contains
- Information submitted for [TestClientA] and [TestClientB], as expected
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Topics
• 835
• 835 Health Care Claim Payment/Advice
• 837 Institutional
• Block Client Chart
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