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myInsight NX 11.0.0050.04 Acceptance Tests

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ECS-53343 Summary | Details
11.0.0100, 11.0.0025.07, 11.0.0050.04, 11.0.0075.01
Closed Inventory Container Utility
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Open Closed Containers Form Set
  • Closed Inventory Container [EDIT]
  • UpdateHistory
  • Alerts - Send [ADD]
  • Print Preview
  • Closed Inventory Containers
  • Inventory Container Management Form Set
  • Inventory Container
  • Container Transaction [ADD]
Scenario 1: Open Closed Container - Opening A Container To Be Used With the "Closed Inventory Container"
Specific Setup:
  • A container that is in the "Empty" status for an "Immunization" item.
  • A container that is in the "Empty" status for a "Medication" item.
  • A container that is in the "Empty" status for a "Supply" item.
Steps
  1. Navigate to "Agency > Inventory Management > Open Closed Containers > Closed Inventory Container".
  2. Click the "Select Container" button.
  3. Search for the "Empty" container in the precondition.
  4. Select the container.
  5. Check the "Is Open" check box.
  6. Click the "Save" button.
  7. Validate the form refreshes and the container displays.
  8. Select the "Select Container" button.
  9. Validate the container does not display in the look up table.
  10. Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
  11. Click the "Inventory Container" button.
  12. Search for the container that just had the status changed.
  13. Validate the "Status" is "Active".
  14. Select the container.
  15. Add an adjustment to make the value greater than zero.
  16. Search for the container and validate the remaining amount in the look up table indicates the valued entered.
Topics
• Inventory - Immunizations • Inventory - Medications • Inventory - Supplies
ECS-57118 Summary | Details
11.0.0075, 11.0.0050.02
Immunization MSH-16
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Historical Immunizations Registry - Public Health [EDIT]
  • Vaccine Lookup
  • Immunization Query [ADD]
  • Service Facilities Listing
Scenario 1: UpdateVaccination - applicationAcknowledgementTypeCode
Steps

Internal testing only.

Scenario 2: QueryVaccination - applicationAcknowledgementTypeCode
Steps

Internal testing only.
Topics
• Third Party Solution
ECS-57321 Summary | Details
11.0.0100, 11.0.0025.07, 11.0.0050.04, 11.0.0075.01
Sliding Fee And Calculate Rate
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Yearly Income (SF) myInsight Subform
  • Income Source Table
  • Sliding Fee Eligibility [EDIT]
  • FrontDeskCheckIn
  • FinanceClaims
  • AR Management
  • Cash Receipts for Remittance
  • Claims Submission For Remittance NX [EDIT]
  • Claim/Invoice Batch [VIEW]
  • Claim Output Ready
  • Claim 2.0 [EDIT]
Scenario 1: Validate Calculate Rate Honors Sliding Fee After Partial Payment
Specific Setup:
  • Requires a client with a "Self Pay Benefit Assignment" that is flagged to "Use Automated Sliding Fee Scale".
  • Self Pay should be set up with a rate to bill the service.
  • Client should have "Sliding Fee Eligibility" set up.
  • Sliding Fee Scale should be set up for the program client is enrolled in.
Steps
  1. Navigate to "Finance > Remittance Processing > Remittance Application > AR Management".
  2. Select desired remittance.
  3. Set parameters to search for desired claim.
  4. Add a partial payment to the claim.
  5. Click "Add Action".
  6. Select "Resubmit to Other/Waterfall".
  7. Validate the "Submit To" field is the "Self Pay Benefit Assignment".
  8. Under "Amount Type" select "Calculate Rate".
  9. Validate "Calculate Rate" return the desired "Amount" based of the clients "Sliding Fee" setup.
  10. Save.
  11. Wait for billing to run.
  12. Open the second submission.
  13. Validate it was generated for the desired amount.
Topics
• Finance
ECS-57369 Summary | Details
11.0.0050.01, 11.0.0075
Lab Results From OrderConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Enrollments For Use With OrderConnect
  • OrderConnect Member Sign-On
  • OrderConnect Current Medication Profile
  • OrderConnect Current Order Profile
  • OrderConnect - Lab Result Detail -- Webpage Dialog
Scenario 1: OrderConnect - Validate Result Dates in Lab Orders
Steps
  1. Navigate to "Client > Public Health > Labs and Medication > Lab Results".
  2. Search and select desired Client.
  3. Click Actions.
  4. Select "OC e-Prescription" from the Actions drop down list.
  5. Verify the pop-up window for OrderConnect exist.
  6. Click "Continue".
  7. Select the "Orders" tab.
  8. Click the "Add Result" link.
  9. Fill out required fields.
  10. Click Save.
  11. Close out of OrderConnect.
  12. Click "Refresh" button in myEvolv NX.
  13. Verify information entered in OrderConnect is listed in the Listing.
Topics
• OrderConnect
ECS-57592 Summary | Details
11.0.0050.01, 11.0.0075
HL7 Messages for MPI Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Intake Wizard
  • Placement Events by Agency/Program - People2
  • Provider Sites by Program (Vacancy)
Scenario 1: SearchExternalMPIClient Message - HL7
Steps

Internal testing only.

Scenario 2: GetExternalMPIClient - HL7
Steps

Internal testing only.
Topics
• Third Party Solution
ECS-57718 Summary | Details
11.0.0050.01, 11.0.0075
HL7 Demographic Messages
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Person Information [ADD]
  • Gender Table
  • Wizard
  • WizardMPISearch
  • New Client Personal Information [EDIT]
  • Initial Enrollment for New Person [ADD]
  • Managing Offices By Agency Operated
  • Referral Reason Table
  • Program Listing By Agency and Worker
  • Provider Sites by Program (Vacancy)
  • Ethnicity Table
  • Race Subform
  • Race Table
  • Religion Table
  • Marital History Sub Form Subform
  • Marital Status Table
  • Placement Events by Agency/Program - People2
  • Worker Role (to a client or in a workgroup) Table
Scenario 1: Validate MPI Search Demographic Codes
Steps

Internal Testing Only

Scenario 2: MPI Search Includes HL7 Configurations
Steps

Internal Testing Only.

Scenario 3: Validate MPI Search Demographic Codes
Steps

Internal Testing Only
Topics
• Client • Setup • Third Party Solution
ECS-57719 Summary | Details
11.0.0075, 11.0.0050.02
MPI Intake Wizard
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Person Information [ADD]
  • Gender Table
  • Wizard
  • WizardMPISearch
  • New Client Personal Information [EDIT]
  • Initial Enrollment for New Person [ADD]
  • Managing Offices By Agency Operated
  • Referral Reason Table
  • Program Listing By Agency and Worker
  • Provider Sites by Program (Vacancy)
  • Ethnicity Table
  • Race Subform
  • Race Table
  • Religion Table
  • Marital History Sub Form Subform
  • Marital Status Table
  • Placement Events by Agency/Program - People2
  • Worker Role (to a client or in a workgroup) Table
Scenario 1: Validate MPI Search Demographic Codes
Steps

Internal Testing Only

Scenario 2: Validate Adding Client With Existing MPI
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Click "Select Client" button.
  3. Click "New".
  4. Select "Intake - New" from the New drop down list.
  5. In the New Client Wizard:
  6. Set the "Last Name", "First Name" input boxes to desired Client name.
  7. Set the Gender input box to desired gender code.
  8. Click "Proceed".
  9. Select desired Client name cell that does NOT have a date of birth.
  10. Click "Proceed".
  11. Verify the Client name has an existing MPI with a date of birth.
  12. Click "Proceed".
  13. Fill out remaining required fields.
  14. Click "Finish".
  15. Validate the Client name appears with the date of birth.
  16. Click "Select Client" button.
  17. Click "New".
  18. Select "Intake - New" from the New drop down list.
  19. Set the "Last Name", "First Name" input boxes to different desired Client name.
  20. Set the Gender input box to desired gender code.
  21. Click "Proceed".
  22. Check the "New Client" checkbox.
  23. Click "Proceed".
  24. Verify the Client name has an existing MPI with a date of birth.
  25. Click "Proceed".
  26. Fill out remaining required fields.
  27. Click "Finish".
  28. Validate the different Client name appears with the date of birth.
Topics
• Client
ECS-57752 Summary | Details
11.0.0050.01, 11.0.0075
RXA-5 Segment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Historical Immunizations Registry - Public Health [EDIT]
  • Historical Immunizations Registry - Public Health [ADD]
  • Standard Codes - disease with Presumed Immunity
  • Program by Client's Service Track and Service
  • Provider Sites by Program
  • Standard Codes - Immunization Form Entry
  • Serological Evidence of Immunity
Scenario 1: RXA-5 HL7 Segment - Validate The Values Entered In The "Historical Immunizations Registry- Public Health" Form Allow Proper Segment Values
Steps
  1. Navigate to "Client > Client Information > Health Information > Immunizations - Public Health".
  2. Add a new record for "Historical Immunizations Registry - Public Health".
  3. Click on the "Disease with Presumed Immunity" and select a value.
  4. Validate the "Vaccine" field automatically populates to "998 no vaccine administered".
  5. Validate the "Vaccine" field is disabled.
  6. Validate the "Disease with Serological Evidence of Immunity" field is disabled.
  7. Select the "Disease with Presumed Immunity"
  8. On the look up table that displays select "Clear".
  9. Validate the three fields above become enabled.
  10. Validate the three fields above are cleared of any data.
  11. Select a value for the "Disease with Serological Evidence of Immunity"
  12. Validate the "Vaccine" field automatically populates to "998 no vaccine administered".
  13. Validate the "Vaccine" field is disabled.
  14. Validate the ""Disease with Presumed Immunity" is disabled.
  15. Select the ""Disease with Serological Evidence of Immunity"
  16. On the look up table that displays select "Clear".
  17. Validate the three fields above become enabled.
  18. Validate the three fields above are cleared of any data.
  19. Select the "Vaccine" field
  20. Select a "CVX Code" of "998".
  21. Validate the "Disease with Serological Evidence of Immunity" and "Disease with Presumed Immunity" are enabled.
  22. Select the "Disease with Presumed Immunity" and choose a value.
  23. Validate the "Vaccine" and the "Disease with Serological Evidence of Immunity" are disabled.
  24. Clear the value in the "Disease with Presumed Immunity".
  25. Valdiate the three fields above are cleared and enabled.
  26. Select the "Vaccine" field
  27. Select a "CVX Code" of "998".
  28. Validate the "Disease with Serological Evidence of Immunity" and "Disease with Presumed Immunity" are enabled.
  29. Select the "Disease with Serological Evidence of Immunity" and choose a value.
  30. Validate the "Vaccine" and the "Disease with Presumed Immunity" are disabled.
  31. Clear the value.
  32. Validate the three fields are enabled and blank.
  33. Fill in the "Vaccine" field using "998"
  34. Enter a value in one of the 2 look up tables.
  35. Fill in any of the other required fields.
  36. Save the record.
  37. Validate the messages are sent to the registry.
  38. Validate with the registry the value for the field is accurate.
  39. Repeat the above steps while editing an existing record.
  40. Validate the results are the same.
Topics
• CareConnect • Immunizations
ECS-57853 Summary | Details
11.0.0050.01, 11.0.0075
Social Security Number Length
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Immunization Query [ADD]
  • Service Facilities Listing
Scenario 1: Send Social Security Number via CareFabric
Steps

Internal testing only.
Topics
• Third Party Solution
ECS-57865 Summary | Details
11.0.0050.01, 11.0.0075
Medication Refills
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Medication Complete Form [ADD]
  • Facility Enrollment Client
  • Drug Library Table
  • Method Drug/Substances taken
  • Drug Dispense Units
  • Medication Complete Form [EDIT]
Scenario 1: "Refills Remaining" Calculations With "Auto-Decrement" in Medication Administration
Specific Setup:
  • Staff login with Medication Dispensing credentials.
  • Client enrolled with medications available to add.
  • Staff access to "Agency Setup > Agency > Agency > Agency Information".
  • Validate the checkbox for "Auto-decrement Refills Remaining" is set within "Agency Setup > Agency > Agency > Agency Information".
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Select desired client.
  3. Click "Add New" to add a "Medications" event.
  4. Set the "Facility" field.
  5. Enter desired "Drug Name", "Start Date", "Take/sig".
  6. Set the "Quantity" field to "10", and set the desired "Dispense Units".
  7. Set the "Refills" input box to "10"
  8. Click "Save".
  9. Open the medication even that was just entered.
  10. Validate the "Quantity" is "10".
  11. Validate the "Refills Remaining" is disabled.
  12. Validate the "Quantity Remaining" is 10.
  13. Set the "Refills" to 10
  14. Set the "Refills Given to 15.
  15. Click on "Save"
  16. Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
  17. Set the "Refills Given" to "-15", and click the "Save" button.
  18. Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
  19. Set the "Refills" to "10".
  20. Set the "Refills Given" to "1".
  21. Click "Save".
  22. Click/Open the medication event that was just entered.
  23. Validate the "Refills is "10".
  24. Validate the "Refills Remaining" is disabled, and set to "9".
  25. Set the "Refills" to "0"
  26. Click "Save".
  27. Validate the alert fires, Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
  28. Click the "Cancel" button.
  29. Validate the alert fires "Cancelling will discard all changes. Are you sure?", and click "OK".
Scenario 2: "Refills Remaining" Without "Auto-Decrement" in Medication Administration
Specific Setup:
  • Staff login with Medication Dispensing credentials.
  • Client enrolled with medications available to add.
  • Access to "Agency Setup > Agency > Agency > Agency Information".
Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  2. Uncheck the checkbox for "Auto-decrement Refills Remaining" in the "Agency-Specific Settings" and click "Save".
  3. Navigate to "Client > Client Information > Health Information > Medications".
  4. Select the desired client.
  5. Click "Add New" to add a "Medications" event.
  6. Validate the "Refills Remaining" field is enabled.
  7. Save the "Medications" event.
  8. Validate the "Refills Remaining" entry was saved.
Scenario 3: "Refills Remaining" Calculations With "Auto-Decrement" in Medication Administration
Specific Setup:
  • Staff login with Medication Dispensing credentials.
  • Client enrolled with medications available to add.
  • Staff access to "Agency Setup > Agency > Agency > Agency Information".
  • Validate the checkbox for "Auto-decrement Refills Remaining" is set within "Agency Setup > Agency > Agency > Agency Information".
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Select desired client.
  3. Click "Add New" to add a "Medications" event.
  4. Set the "Facility" field.
  5. Enter desired "Drug Name", "Start Date", "Take/sig".
  6. Set the "Quantity" field to "10", and set the desired "Dispense Units".
  7. Set the "Refills" input box to "10"
  8. Click "Save".
  9. Open the medication even that was just entered.
  10. Validate the "Quantity" is "10".
  11. Validate the "Refills Remaining" is disabled.
  12. Validate the "Quantity Remaining" is 10.
  13. Set the "Refills" to 10
  14. Set the "Refills Given to 15.
  15. Click on "Save"
  16. Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
  17. Set the "Refills Given" to "-15", and click the "Save" button.
  18. Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
  19. Set the "Refills" to "10".
  20. Set the "Refills Given" to "1".
  21. Click "Save".
  22. Click/Open the medication event that was just entered.
  23. Validate the "Refills is "10".
  24. Validate the "Refills Remaining" is disabled, and set to "9".
  25. Set the "Refills" to "0"
  26. Click "Save".
  27. Validate the alert fires, Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
  28. Click the "Cancel" button.
  29. Validate the alert fires "Cancelling will discard all changes. Are you sure?", and click "OK".
Topics
• Medications
ECS-57898 Summary | Details
11.0.0075, 11.0.0050.02
MPI IDs Are Supported By CareConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Client Personal Information [VIEW]
  • Person Information [ADD]
  • Wizard
  • WizardMPISearch
  • New Client Personal Information [EDIT]
  • Initial Enrollment for New Person [ADD]
  • Referral Reason Table
  • Program Listing By Agency and Worker
  • Placement Events by Agency/Program - People2
  • Provider Sites by Program (Vacancy)
  • Client Personal Information [EDIT]
Scenario 1: MPI - Adding A Client Via Selecting An Existing MPI Client
Specific Setup:
  • MPI is configured for the system by Netsmart.
  • The "MPI ID" field is configured to be visible on the "Demographics" form by Netsmart.
  • The client name being entered will display search results on the MPI Search form.
Steps
  1. Navigate to the "Client > Client Information > Personal Information > Demographics".
  2. Intake a new client.
  3. In the wizard, fill in the "Search" parameters for the client.
  4. Click the "Proceed" button.
  5. Click the "Create new record with information entered" option.
  6. Click the "Proceed" button.
  7. Validate the "MPI Search Results" tab displays.
  8. Select a client found in the "MPI search results" form.
  9. Note the "MPI Number".
  10. Finish out the intake process.
  11. Validate the demographics form displays the value in the "MPI ID" number field.
Topics
• CareConnect • Client
ECS-58104 Summary | Details
11.0.0075, 11.0.0050.02
"Inventory Site Transfer" Performance Improvement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Inventory Site Transfer [ADD]
  • Service Facilities Listing
  • Transferable Inventory Item
  • Inventory Container Transfer Subform
  • Inventory Container Transfer [NEW]
  • Inventory Site Transfer [VIEW]
  • Inventory Container Transfer [ADD]
Scenario 1: Inventory Site Transfer - "Inventory Item" Field
Specific Setup:
  • At least 2 facility sites exist that use inventory. They will be referred to as "Site1" and "Site 2".
  • An Inventory Type exists with containers.
  • A different Inventory Type then the one above.
  • The user knows the medication item and the container to transfer.
Steps
  1. Navigate to "Agency > Inventory Management > Inventory Item Transfer > Inventory Site Transfer".
  2. Click the "Add New" button and select "Inventory Site Transfer".
  3. Set the desired "From Site" as "Site 1", and "To Site" as "Site 2".
  4. Validate the SubForm does not display any records when selecting the sites.
  5. Validate "Inventory Item" field contains a "star" in the label.
  6. Set the "Inventory Item" field to the value in the precondition.
  7. Validate the SubForm refreshes and displays the containers that match the medication type selected for the "From" facility.
  8. Add a check mark to the desired "Inventory Container" to transfer.
  9. Click the "Save" button.
  10. Validate the screen refreshes to the listing.
  11. Select the item and validate the fields are the same as the saved values. In this example the "From Site" will be "Site 1", the "To Site" will be "Site 2".
  12. Exit off this form.
  13. Do another Site Transfer with the same parameters from the start.
  14. Validate the transferred container does not display in the original "From Site", "Site 1".
  15. Set the "From Site" to "Site 2". Do not modify the other values.
  16. Validate the "Container" SubForm refreshes.
  17. Validate the container transferred displays.
  18. Change the "From Site" back to "Site 1".
  19. Validate the "Containers" SubForm refreshes.
  20. Validate the containers in "Site 1" display.
  21. Modify the "Inventory Item" to a different value.
  22. Validate the "Containers" SubForm refreshes.
  23. Validate the "Inventory Item" that was previous does not display on the "Containers" SubForm.
  24. Validate the containers that display belong to that "Site" and "Inventory Type". If no containers exist for that site, the SubForm will be blank.
Topics
• Inventory - Medications
ECS-58180 Summary | Details
11.0.0075, 11.0.0050.02, 11.0.0025.05
Immunization History Records PID-3 ID Values
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Historical Immunizations Registry - Public Health [EDIT]
  • Standard Codes - disease with Presumed Immunity
  • Historical Immunizations Registry - Public Health [ADD]
  • Program by Client's Service Track and Service
  • Provider Sites by Program
  • Standard Codes - Immunization Form Entry
  • Vaccine Lookup
Scenario 1: UpdateVaccination - PID 3 - Validate ID Is Agency ID Of Client
Specific Setup:
  • The system was configured by Netsmart to the newest method of sending SDK file types.
  • The Agency ID was configured by Netsmart to be the PID 3 Identifier.
Steps
  1. Navigate to "Client > Client Information > Health Information > Immunizations - Public Health".
  2. Select the event "Historical Immunizations Registry - Public Health".
  3. Fill the form in with a vaccine used.
  4. Do not fill in the "Disease With Presumed Immunity" or the "Disease with Seriological Evidence of Immunity".
  5. Set the "Patient Registry Status" to "Active".
  6. Set the "Immunization Registry Status" to "Ready for Submission".
  7. Set the "History" to "New Immunization record".
  8. Save the form.
  9. The message will be transmitted.
  10. Have the third party validate the HL7 file, id in segment PID 3.1 is the "Agency Id" of the client.
Topics
• CareConnect • Immunizations
ECS-58347 Summary | Details
11.0.0075, 11.0.0050.03
Current Inventory Detail Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Reports > myInsight Reports > Inventory > Current Inventory Detail Report
  • Current Inventory Detail Report - Print Preview
  • Report Parameters PickList
  • All Funding Sources
  • Medication Item [ADD]
  • Drug Library Table
  • Inventory Lot Management Form Set
  • Inventory Lot
  • Inventory Lot New Entry [ADD]
  • Inventory Item
  • Current Inventory Detail [ADD]
  • NX Report Processor
Scenario 1: Current Inventory Detail Report - Validating Parameter Selection
Specific Setup:
  • Enter an inventory item at "Agency > Inventory Management > Inventory Item Setup > Immunization Item Setup".
  • Immunization Item with size field set to value > 1000.
  • Setup a "Lot" at Agency > Inventory Management > Lot Management > Inventory Management.
Steps
  1. Navigate to "Reports > myInsight Reports > Inventory > Current Inventory Detail Report".
  2. Enter various parameters for the fields.
  3. Click the "Preview" button to run the report
  4. Validate the data is accurate for the parameter entered.
Topics
• General Reports
ECS-58513 Summary | Details
11.0.0075, 11.0.0050.02
Medication Issued Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Medication Complete Form [ADD]
  • Facility Enrollment Client
  • Drug Library Table
  • Method Drug/Substances taken
  • Drug Dispense Units
  • Medication Complete Form [EDIT]
  • OrderConnect Medication Form [EDIT]
  • PH Labs and Medication Form Set
  • Medication - PH [ADD]
  • Programs by Services & Enrollment
  • Provider Sites by Program
  • People Medications - Active Medications
  • Inventory Container by Drug
Scenario 1: "Refills Remaining" Calculations With "Auto-Decrement" in Medication Administration
Specific Setup:
  • Staff login with Medication Dispensing credentials.
  • Client enrolled with medications available to add.
  • Staff access to "Agency Setup > Agency > Agency > Agency Information".
  • Validate the checkbox for "Auto-decrement Refills Remaining" is set within "Agency Setup > Agency > Agency > Agency Information".
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Select desired client.
  3. Click "Add New" to add a "Medications" event.
  4. Set the "Facility" field.
  5. Enter desired "Drug Name", "Start Date", "Take/sig".
  6. Set the "Quantity" field to "10", and set the desired "Dispense Units".
  7. Set the "Refills" input box to "10"
  8. Click "Save".
  9. Open the medication even that was just entered.
  10. Validate the "Quantity" is "10".
  11. Validate the "Refills Remaining" is disabled.
  12. Validate the "Quantity Remaining" is 10.
  13. Set the "Refills" to 10
  14. Set the "Refills Given to 15.
  15. Click on "Save"
  16. Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
  17. Set the "Refills Given" to "-15", and click the "Save" button.
  18. Validate alert fires, "Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
  19. Set the "Refills" to "10".
  20. Set the "Refills Given" to "1".
  21. Click "Save".
  22. Click/Open the medication event that was just entered.
  23. Validate the "Refills is "10".
  24. Validate the "Refills Remaining" is disabled, and set to "9".
  25. Set the "Refills" to "0"
  26. Click "Save".
  27. Validate the alert fires, Number of Refills should be greater than Refills Given. Number of Refills minus Number of Refills Given cannot be a negative number", and click the "OK" button.
  28. Click the "Cancel" button.
  29. Validate the alert fires "Cancelling will discard all changes. Are you sure?", and click "OK".
Scenario 2: Validate Medication Administration Is Preventing Multiple Dispenses for Orders With 0 Refills
Specific Setup:
  • The "Auto-decrement Refills Remaining" setting in Agency Settings must be set to True.
  • You will need an OrderConnect medication record with one refill created for a client, and that client should be enrolled and ready to enter medication administration records.
Steps
  1. Navigate to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
  2. Add a "Medication Issued" record.
  3. Confirm that the Dose/Quantity field is read-only.
  4. Choose the medication created from setup.
  5. Fill remaining form and Save the record.
  6. Navigate to "Client > Public Health > Labs and Medication > Medication History".
  7. Open the OrderConnect medication record created in the setup.
  8. Confirm that the "Refills Remaining" field has 1 remaining.
  9. Navigate back to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
  10. Create another "Medication Issued" record repeating steps 2-5.
  11. Navigate to "Client > Public Health > Labs and Medication > Medication History".
  12. Open the OrderConnect medication record created in the setup.
  13. Confirm that the Refills Remaining field has been decremented by one.
  14. Navigate back to "Client > Public Health > Labs and Medication > Medication Administered/Issued".
  15. Create another "Medication Issued" record repeating steps 2-5.
  16. Try to save the record, and confirm that saving is disallowed, with the message "Medication cannot be administered as there are not enough refills remaining." returned.
Topics
• Agency Setup • Client
ECS-58683 Summary | Details
11.0.0075, 11.0.0050.03
Program Providing Service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • PH Immunizations Screening [ADD]
  • PH Immunizations Screening [EDIT]
  • PH MV HRSN [ADD]
  • PH MV HRSN [EDIT]
Scenario 1: Validate Program Providing Service Field
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Search and select desired Client.
  3. Click "Add Event".
  4. Select an Event from the New Events drop down list.
  5. Fill out required fields.
  6. Click Save.
  7. Click into the Service Event.
  8. Scroll down to the "Program Providing Service" field.
  9. Validate the field auto-populates to the Program that the Event is linked to.
  10. If available, click "Add Record" button.
  11. Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to.
  12. Click the "Update" button.
  13. Click Save.
  14. Click into the Service Event.
  15. Click into the SubForm link.
  16. Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to.
  17. Click Close.
  18. If available, click the "Add Record" button.
  19. Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to.
  20. Click the "Update" button.
  21. Click Save.
  22. Click into the Service Event.
  23. Click the recently created SubForm link.
  24. Validate the "Program Providing Service" field auto-populates to the Program that the Event is linked to.
  25. Close out of both the forms.
Topics
• Forms
ECS-58716 Summary | Details
11.0.0075, 11.0.0050.03
Vaccine Container Date Expiration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Immunizations - Public Health [ADD]
  • Program Listing by Agency and Service Event
  • Service Facilities Listing
  • Vaccines In Inventory
  • Staff Distinct Listing by Agency (Staff ID)
  • Vaccine Funding Source
  • VFC Eligibility
  • Inventory Container By Vaccine
  • Immunizations - Public Health [EDIT]
Scenario 1: Validate Date Expiration for Vaccine Container Is Honored
Specific Setup:

Available vaccine container with "Date Expiration".

Steps
  1. Navigate to "Client > Public Health > Immunization > Immunizations".
  2. Select a Client.
  3. Click Add New -> Add Event -> Immunization.
  4. Fill out required form elements.
  5. Set Administered Date.
  6. Validate that Vaccine Container Number LUT does not show any vaccines where the expiration date is earlier than the Administered Date.
  7. Validate if Administered Date is changed, Vaccine Container Number value is cleared.
  8. Validate if Administered Date is emptied, Vaccine Container Number is disabled.
  9. Check "Show All Vaccine Containers".
  10. Validate that Vaccine Container Number LUT does not show any vaccines where the expiration date is earlier than the Administered Date.
Topics
• Immunizations
ECS-59266 Summary | Details
11.0.0100, 11.0.0025.07, 11.0.0050.04, 11.0.0075.01
CareConnect HL7 PID 5.7
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Personal Information [EDIT]
  • Name Type (HL7)
  • Agency [EDIT]
  • Historical Immunizations Registry - Public Health [EDIT]
Scenario 1: Validate ImmunizationUpdate useCode Field and PID-5.7 CareConnect HL7 Payload Messages
Specific Setup:

Internal testing only

Steps

Internal testing only
Topics
• Client