Support for Waiting Room functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Update Client Data
- Walk-in Clinic Registration/Waiting Room
- Walk-in Clinic/Waiting Room
- Admission
- Diagnosis
- Financial Eligibility
Scenario 1: Waiting Room - Place Client in Context
Specific Setup:
- Please note: this is for Avatar NX systems only. Avatar Appointment Scheduling 2023 Update 34, RADplus 2024 Update 17 and Avatar NX Release 2024.01.00 are required for full functionality.
- The 'Enable Clinic Scheduling' registry setting must be set to "Y".
- The 'Walk-in Clinic Registration/Waiting Room' widget must be accessible on the user's myDay view.
- A site is defined with time slots for clinic hours in 'Site Registration' (Site A), (Time Slot A).
- Two clients are enrolled in existing episodes (Client A & Client B).
Steps
- Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
- Select "Site A" in the 'Waiting Room/Site' field.
- Select "Client A" in the 'Add Client' field.
- Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
- Populate any other desired fields.
- Click [Add To Waitlist].
- Validate a message is displayed stating: Saved.
- Click [OK].
- Validate "Client A" is displayed in the Waiting Room.
- Click on the name for "Client A".
- Validate "Client A" is now in context and selected in the 'My Clients' list.
- Access the 'Update Client Data' form.
- Validate the form is displayed for "Client A".
- Close the form and clear the client.
- Select "Client B" in the 'Add Client' field.
- Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
- Populate any other desired fields.
- Click [Add To Waitlist].
- Validate a message is displayed stating: Saved.
- Click [OK].
- Validate "Client B" is now displayed in the Waiting Room.
- Navigate to the Staff View 'Walk-in Clinic/Waiting Room' widget.
- Validate "Client A" and "Client B" are displayed.
- Click on the name for "Client B".
- Validate "Client B" is now in context and selected in the 'My Clients' list.
- Access the 'Update Client Data' form.
- Validate the form is displayed for "Client B".
- Close the form and clear the client.
Scenario 2: Waiting Room - Validate Client Information Flyover
Specific Setup:
- Please note: this is for Avatar NX systems only. Avatar Appointment Scheduling 2023 Update 34, RADplus 2024 Update 17, Avatar NX Release 2024.01.00, and Avatar NX Release 2024.02.00 are required for full functionality.
- The 'Enable Clinic Scheduling' registry setting must be set to "Y".
- The 'Walk-in Clinic Registration/Waiting Room' widget must be accessible on the user's myDay view.
- A site is defined with time slots for clinic hours in 'Site Registration' (Site A), (Time Slot A).
- A client is enrolled in an existing episode and has the following on file (Client A):
- Date Of Birth
- Primary Diagnosis
- Primary Guarantor
Steps
- Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
- Select "Site A" in the 'Waiting Room Site' field.
- Select the desired value in the 'Time Slot' field.
- Select "Client A" in the 'Add Client' field.
- Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
- Click [Add to Waitlist] and [OK].
- Validate the client is added to the Waitlist.
- Hover over "Client A".
- Validate a client information flyover is displayed with the following:
- Name
- Date Of Birth
- Age
- Primary Diagnosis
- Primary Guarantor
- Click on "Client A".
- Validate the client information flyover is now locked into place.
- Click [X] to close the flyover.
- Select "Add to Calendar" in the 'Action' field for "Client A".
- Click [Yes].
- Validate the 'Scheduling Calendar - Appointment Details' form is displayed.
- Populate all required and desired fields for the appointment.
- Click [Submit].
- Validate the 'Walk-in Clinic Registration/Waiting Room' widget is displayed.
- Hover over "Client A".
- Validate a client information flyover is displayed with the following:
- Name
- Date Of Birth
- Age
- Primary Diagnosis
- Primary Guarantor
- Appointment Details
- Click on "Client A".
- Validate the client information flyover is now locked into place.
- Click [X] to close the flyover.
- Navigate to the Staff 'Walk-in Clinic/Waiting Room' widget.
- Validate "Client A" is displayed in the Waitlist.
- Hover over "Client A".
- Validate a client information flyover is displayed with the following:
- Name
- Date Of Birth
- Age
- Primary Diagnosis
- Primary Guarantor
- Appointment Details
- Click on "Client A".
- Validate the client information flyover is now locked into place.
- Click [X] to close the flyover.
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Topics
• NX
• Waiting Room
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