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myInsight NX 11.0.0125 Acceptance Tests

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ECS-56737 Summary | Details
Front Desk Calendar - Recurring Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Active events by Program or Clinic2
  • Front Desk Calendar Appointment [ADD]
  • Front Desk People Search
  • FrontDeskCalendar
  • FrontDeskCheckIn
  • Program Listing By Agency and Worker
  • Staff - Service Providers (by Staff_id) NES
  • Workgroups for manual assignment to clients
Scenario 1: Scheduling Recurring Appointment with Workgroup
Specific Setup:
  • Workgroups are setup.
  • Staff has access to Front Desk.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Set the desired filters and click "View Calendar".
  3. Click the "New Appointment" button.
  4. Set the "Workgroup" and any other desired/required fields.
  5. Check the "Is Recurring?" field.
  6. Set the desired "Recurrence End Date" and "Recurrence Type".
  7. Click the "Save" button.
  8. Validate an alert message " Recurring appointments are not supported for workgroups, please select a staff responsible instead." displays.
  9. Click "OK".
  10. Clear the "Workgroup" and set the "Staff Responsible".
  11. Set the desired recurring information and save.
  12. Click the "X" to close the window and click on "Refresh".
  13. Validate desired recurring appointment.
Topics
• Front Desk
ECS-59348 Summary | Details
Print Bundle - Length Of Time To Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency [EDIT]
  • Batch Letter [ADD]
  • Letter Event Template
Scenario 1: Batch Letters - Validate "Keep a print bundle for how many days?" Is Visible
Steps
  1. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  2. Validate "Keep a print bundle for how many days?" displays.
  3. Set the "Keep a print bundle for how many days?" to a value of "1".
  4. Save the form.
  5. Validate the form saves.
  6. Validate the value for "Keep a print bundle for how many days?" is "1".
  7. Set the "Keep a print bundle for how many days?" to "0".
  8. Save the form.
  9. Validate the value for "Keep a print bundle for how many days?" is "1".
  10. Set the value to a blank by deleting the "1".
  11. Save the form.
  12. Validate the warning message displays "One or more fields have incorrect formatting. Keep a print bundle for how many days? Please correct".
  13. Click the "OK" button.
  14. Delete all the values on the input field via selecting the field and "backspacing", a pound sign will display.
  15. Click "Save".
  16. Validate the value is saved.
Scenario 2: Batch Letters - Validate "Keep a print bundle for how many days?" Controls The Number Of Days To Keep
Specific Setup:
  • The "Agency Setup > Agency > Agency > Agency Information" the "Keep a print bundle for how many days?" is set to "0".
  • Clients exist that can have letters generated.
  • Letters exist that can be generated.
Steps
  1. Navigate to "Taskbar > Document Management > Document Management > Batch Letters".
  2. Generate the batch of letters.
  3. Navigate to " Taskbar > My Homeview > Homeview Launcher > Homeview".
  4. Select the "My Batch Letters Jobs".
  5. The Job should display and be processed.
  6. Wait one hour.
  7. Refresh the form.
  8. Validate the "My Batch Letters Jobs" widget contains no data.
  9. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  10. Set the "Keep a print bundle for how many days?" is set to "2" days.
  11. Navigate to "Taskbar > Document Management > Document Management > Batch Letters".
  12. Generate the letters.
  13. Wait for an hour to pass.
  14. Validate the Job displays in widget.
  15. Log into the system tomorrow and validate the job displays.
  16. Validate the job is removed after "2" days.
Topics
• Agency • Agency Setup
ECS-60048 Summary | Details
Facility in PV1-3.4,1 ADT Messages
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareConnect Development Tool Home
  • Client Personal Information [EDIT]
  • Client Search
  • Critical Information
  • Facility Placement for a Person [VIEW]
  • Generic Facility View [VIEW]
Scenario 1: ClientEventPreregister - Validate PV1-3.4.1 Contains Facility Guid Value
Steps

Internal Testing Only.

Scenario 2: ClientEventUpdate - Validate PV1-3.4.1 Contains Facility Guid Value
Steps

Internal Testing Only.

Scenario 3: ClientEventDischarge - Validate PV1-3.4.1 Contains Facility Guid Value
Steps

Internal Testing Only.
Topics
• CareConnect
ECS-60412 Summary | Details
Resend Option in “FIS Logs”
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Client Guarantors - Self Pay
  • All Clients With Security Listing by PeopleID
  • Check for report
  • Client Related Task Walk Ins [ADD]
  • Credit Card Brand
  • Credit Card Device - By Facility
  • Event Definitions with Security by Program
  • Facilities Listing by Program
  • Facility Listing for Reports
  • FIS Billing Solutions - Payment Entry
  • FIS Billing Solutions - Payment Review
  • FIS Billing Solutions - Receipt
  • FIS Log [EDIT]
  • FIS Payment Details [ADD]
  • FormPrint
  • FrontDeskCheckIn
  • Program by Person and Agency (Active)
  • Service and Attendance Facilities Listing
  • Service Facilities Listing
  • Service Facility [EDIT]
  • Staff - All (by Staff ID)
  • Staff - Service Providers (by Staff_id)
Scenario 1: FIS Log - Validate "Schedule Appointment" FIS Payments Display In Log
Steps

Internal Testing Only.

Scenario 2: FIS Log - Validate "Resending Data" Outbound
Steps

Internal Testing Only.
Topics
• Finance
ECS-60607 Summary | Details
Printing Bundle Template
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Client Service Entry
  • Select File for Upload
  • Alerts - View [VIEW]
  • Printing Bundle Templates Active
  • PrintingBundleTemplate
Scenario 1: Validate Large Uploaded Images are Resized
Specific Setup:
  • Available assortment of image files larger than 1024×576 to upload.
  • Available service event with image upload.
Steps
  1. Navigate to "Client > Case Management > Service Management > Service Entry".
  2. Select Desired Client.
  3. Add Desired Image Upload Event.
  4. Upload Desired Image from setup.
  5. Click the Image File Link.
  6. Click Open.
  7. Validate Image is resized to 1024×576.
  8. Save the event.
  9. Open the event.
  10. Click the Image File Link.
  11. Click Open.
  12. Validate Image is resized to 1024×576.
Scenario 2: Validate Print Bundle Alert Contains PDF Hyperlink
Specific Setup:

Available Letter to select in Print Bundles Template.

Steps
  1. Navigate to "Client > Reports > At a Glance > Printing Bundle Template".
  2. Select Desired Client.
  3. Click "Select Template".
  4. Select a Letter Template.
  5. Select Desired Event checkbox.
  6. Click Submit.
  7. Enter a Description and click "Run Now".
  8. Validate Alert appears for "Completed Print Bundle".
  9. Click the "Alert".
  10. Validate PDF link exists.
  11. Click the PDF link.
  12. Validate PDF opens and contains Desired Event from step 5.
Topics
• Client • Service Entry
ECS-60958 Summary | Details
HL7 Messages Filtered by Agency
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Address by ZIP code Subform
  • CareConnect Monitor - Files
  • Client Personal Information [EDIT]
  • Client Search
  • HL7 Outbound ID Third Party
  • Standard Codes - Accept Acknowledgement
  • Standard Codes - HL7 Identifier Types
Scenario 1: Validate HL7 Filtered by Agency
Steps

Internal testing only.
Topics
• Agency

myInsight_NX_11.0.0125_Details.csv