Treatment Plan - 'Practitioner' validations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Registry Settings (PM)
- Treatment Plan
Scenario 1: Treatment Plan - Staff member "Look-up" field results validation
Specific Setup:
- In form "Treatment Plan", have a client [TestClient] with an existing treatment plan created. Note the current "Plan Date" set on the plan. [TestDate].
- Have or create a staff member [StaffA] in form "Practitioner Enrollment" that has a "Start Date" submitted that set to a date later than [TestDate].
- Have or create a staff member [StaffB] in form "Practitioner Enrollment", that has a "Start Date" submitted that is set to a date prior to [TestDate].
- Have registry setting "'Practitioner Not Enrolled Warning" set to "W".
- Have access to form "Registry Settings".
Steps
- Select [TestClient] and open the "Treatment Plan" form.
- In the pre-display, select the existing row for edit.
- Click [Launch Plan].
- Click [Add New Problem].
- Populate any required fields.
- Navigate to either the "Staff Assigning" field or "Staff Responsible" search field.
- Enter [StaffA] and click search.
- Validate the practitioner is found and the entry is accepted.
- Clear the search field.
- Enter [StaffB] and click search.
- Validate a "Warning" dialog is displayed stating "Warning! Clinician [TestClient] is Not Active for Treatment Plan Date".
- Click [OK].
- Validate the entry for [StaffB] remains in the "Staff Responsible" field as expected, since this was only a warning message.
- Click [Add New Goal].
- Repeat step 1d.
- Validate results are as expected.
- Click [Add New Objective].
- Repeat step 1d.
- Validate results are as expected.
- Click [Add New Intervention].
- Repeat step 1d.
- Validate results are as expected.
- Submit the form.
- Validate submission is successful.
- Open form "Registry Settings".
- Search for setting "'Practitioner Not Enrolled Warning".
- Set to registry setting value to "E".
- Submit the form.
- Select [TestClient] and reopen the "Treatment Plan" form.
- In the pre-display, select the existing row for edit again.
- Click [Launch Plan].
- Click [Add New Problem] to add another problem.
- Populate any required fields.
- Navigate to either the "Staff Assigning" field or "Staff Responsible" search field.
- Enter [StaffA] and click search.
- Validate the practitioner is found and the entry is accepted.
- Clear the search field.
- Enter [StaffB] and click search.
- Validate this time an "Error" dialog is displayed stating, "Warning! Clinician [TestClient] is Not Active for Treatment Plan Date".
- Click [OK].
- Validate the entry for [StaffB] has been cleared from the field and replaced with the previous valid entry of [StaffA], as expected since this was an "Error" message.
- Click [Add New Goal] to add another goal.
- Repeat step 3d.
- Validate results are as expected.
- Click [Add New Objective] to add another objective.
- Repeat step 3d.
- Validate results are as expected.
- Click [Add New Intervention] to add another intervention.
- Repeat step 3d.
- Validate results are as expected.
- Submit the form.
- Validate submission is successful.
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Topics
• Practitioner
• Registry Settings
• Treatment Plan
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