Client Search Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Client Charge Input
- Client Ledger
- Scheduling Calendar
- Update Client Data
Scenario 1: Validate "Client" search field functionality and results
Specific Setup:
- The 'Disable Soundex in Smart Search' registry setting must be set to "Y".
- Must have the 'Client and Staff' widget on the HomeView.
Steps
- In the 'Search Clients' field on the HomeView, enter a single letter without clicking the [Search] button.
- Validate the 'Results' list contains clients whose last name starts with that letter.
- In the 'Search Clients' field on the HomeView, enter a single letter and click [Search].
- Validate the 'Select Client' dialog is displayed and the 'Results' list contains clients whose last name starts with that letter.
- Repeat steps 1 and 2 entering two or more letters.
- Validate the 'Results' list contains clients whose last name begins with those two letters.
- In the 'Search Clients' field on the HomeView, enter a last name followed by a comma (Ex. LASTNAME,).
- Validate the 'Results' list contains clients with the last name entered.
- In the 'Search Clients' field, enter a single number without clicking [Search].
- Validate the 'Results' list contains clients whose PATID contain that number.
- In the 'Search Clients' field, enter a single number and click [Search].
- Validate the 'Select Client' dialog is displayed and the 'Results' list contains clients whose PATID contain that number.
- Repeat steps 5 and 6 entering two or more numbers.
- Validate the 'Results' list contains clients containing PATIDs with those numbers.
- Access any client based form and in the 'Select Client' field, enter a single letter without clicking [Search].
- Validate the 'Results' list contains clients whose last name starts with that letter.
- Access any client based form and in the 'Select Client' field, enter a single letter and click [Search].
- Validate the 'Select Client' dialog is displayed and the 'Results' list contains clients whose last name starts with that letter.
- Repeat steps 8 and 9 entering two or more letters.
- Validate the 'Results' list contains clients whose last name begins with those two letters.
- Access any client based form and in the 'Select Client' field, enter a last name followed by a comma (Ex. LASTNAME,).
- Validate the 'Results' list contains clients with the last name entered.
- Access any client based form and in the 'Select Client' field, enter a single number without clicking [Search].
- Validate the 'Results' list contains clients whose PATID contain that number.
- Access any client based form and in the 'Select Client' field, enter a single number and click [Search].
- Validate the 'Select Client' dialog is displayed and the 'Results' list contains clients whose PATID contain that number.
- Repeat steps 9 and 10 entering two or more numbers.
- Validate the 'Results' list contains clients containing PATIDs with those numbers.
|
Topics
• Client Search
|
