OSCAR 14 Master Demographics Module Functionality Requirements Test Cases
OSCAR 14
Master Demographics Module
Functionality Requirements Test Cases
Final Version
Status Completed
Created on: February 15, 2014
Last update on: March 25, 2014
Ready for General Release
Download file in XLS format:
OSCAR 14_Master_Functionality Requirements_TC.xls
Master Demographics Screen_Functionality Requirements. Table of Content. | BR# |
1.0 Test Ability to Add Family Members and Link Them Together | FR 1.0 |
1.1 Test Ability to Display Alerts Entered on Master Demographics Screen within the eChart | FR 2.0 |
1.2 Test Ability to Validate Address, City against Postal Code | FR 3.0 |
1.3 Test Ability to Link Family Doctor and Referring Doctor Fields to Doctor Database | FR 4.0 |
1.4 Test Ability to Add a Phone Number Type with Standard Rank to Indicate Preferred Number | FR 5.0, FR 5.1 |
1.5 Test Ability to Enter Coded Notes to Notify Staff About a Patient | FR 6.0 |
1.6 Test Ability to Perform Search by Patient's Name or Client Category | FR 7.0 |
1.7 Test Ability to Validate Health Card Information Function | FR 8.0 |
1.8 Test Ability to Generate Audit Log Report | FR 9.0 |
1.9 Test Ability to Access Phone and Address History Log with Effective Dates | FR 10.0 |
2.0 Test Ability to Add Custom Fields to Mater Demographics Screen | FR 11.0, FR 11.1 |
2.1 Test Ability to Add/Edit New Patient Demographic Record | FR 12.0, FR 12.2, FR 13.0 |
2.2 Test Ability to Check System for Similar Patients Based on the Entered Data | FR 12.1 |
2.3 Test Ability to Access “Add Appointment” Screen | FR 14.0 |
2.4 Test Ability to Edit Demographic Record |
Reference input | |
Oscar 14 Master Demographics Screen Use Case v.2.0 | Alek Mirkin |
Oscar 14 Master Demographics Screen BRD_v.1.5 | Rachel Aubie |
1.0 Test Ability to Add Family Members and Link Them Together
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Ability to add Family members | Verify that user is able to add Family members in Contacts section | Family member is added to the patient Demographics record | ||||
#3 | Ability to link Family members together | 1. Verify that “Next of Kin” field is available 2. User is able to link family members records | 1. “Next of Kin” field is added 2. Family members records are linked together |
1.1 Test Ability to Display Alerts Entered on Master Demographics Screen within the eChart
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Ability to display Alerts field | Verify that Alerts free text field is available on Master Demographics screen | 1. Alerts field is available on Master Demographics screen 2. Alerts field accepts free text format | ||||
#3 | Ability to Enter Alerts notes | 1. Enter Alerts notes 2. Select Save button | Alerts notes are added | ||||
#4 | Ability to Access patient eChart screen | Navigate to “Summary” tab to view patient's Encounter | Encounter view is presented in the Content area of the Landing page | ||||
#5 | Ability to Display Alerts entered on Master Demographics screen within the eChart | Verify that Alerts notes that are entered on Demographics screen display within the eChart | Alerts notes that are entered on Demographics screen display within the eChart |
1.2 Test Ability to Validate Address, City against Postal Code
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Ability to validate Address, City, Province against Postal Code | Once in “Contact Info” section, 1. Enter valid Address, City, Province 2. Enter valid six-alphanumeric character string into Postal code field | 1. Address, city, province input fields accept any information in a free text format 2. Address should be validated against postal code directory 3. If the validation is successful, the user is able to proceed without warning message display |
1.3 Test Ability to Link Family Doctor and Referring Doctor Fields to Doctor Database
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Ability to display “Family Doctor” and "Referring Doctor" fields | Verify that Family Doctor and Referring Doctor fields are available | Family Doctor and Referring Doctor fields display in Master Demographics screen | ||||
#3 | Ability to link “Family Doctor” and “Referring Doctor” fields | Verify that user is able to link “Family Doctor” and “Referring Doctor” fields to Doctor database | 1. “Family Doctor” and “Referring Doctor” fields are mapped to Doctor database 2. These fields are populated from DB |
1.4 Test Ability to Add a Phone Number Type with Standard Rank to Indicate Preferred Number
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Ability to display Phone number type from drop down menu | Activate phone number drop-down to select type of phone number | Phone number type drop down menu is available with the following options: • Mobile • Home • Work | ||||
#3 | Ability to add preferred phone number type to the patient record | Select preferred phone number type | 1. Phone number is selectable 2. Phone number type is added with standard rank to indicate preferred number | ||||
#4 | Ability to flag preferred/most used contact information | Verify that user is able to flag preferred/most used contact information | User is able to flag preferred/most used contact information. For ease of use quick identification of contact phone number is implemented |
1.5 Test Ability to Enter Coded Notes to Notify Staff About a Patient
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Enter coded notes to notify staff about a patient | 1. Enter coded notes (possibly using short form for privacy and/or length of note reasons) into “Notes” field to notify staff about a patient 2. Select “Save” button | 1. Notes field acts as a text box field for adding free-form text 2. Coded Notes are saved |
1.6 Test Ability to Perform Search by Patient's Name or Client Category
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Ability to search a patient by patient name or client category | Oscar search page prompts user to enter patient's information (ie patient name or client category) | 1. Enter patient's Last Name or Client Category into Patient Search field 2. Select “Search” button 3. Verify that Search function can perform search by various parameters (patient name or client category) | 1. Search box is accepting free-text format 2. Search function allows search by patient name or client category 3. Search button is available and clickable 4. If patient is not registered within the OSCAR database, the record should not be found 5. Batch search results is available |
1.7 Test Ability to Validate Health Card Information Function
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to create a New Demographic record to prevent record duplication | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view | Click on dropdown list next to the Search box to go to "New Patient" view | Demographic record screen opens within Landing page | |||
#2 | Ability to complete “Add New Patient” form with minimum mandatory fields for adding a new patient to the system | Fill out the minimum mandatory fields for adding a new patient to the system: - Last Name - First Name - Health Card Number - Address | Entered patient information is populated in “Add New patient” form | ||||
#3 | Ability to create new patient record | Valid OHIP card number is required for validation purpose | Select “Save” button and verify that entered Health Card information is valid | 1. Health Card validation communicates with ministry system instantly and confirm that all HIN information is valid and up-to-date with their records 2. New Master demographic record is successfully added to the system 3. After new patient is added, MD screen opens for the newly added patient in full Edit mode for continued data entry | |||
#4 | Ability to validate Health Card information | 1. In Step 2 enter invalid HIN 2. Select “Save” button | 1. Health Card validation communicates with ministry system instantly and confirm that HIN information is invalid 2. Patient Record is NOT added to the system and warning message displays |
1.8 Test Ability to Generate Audit Log Report
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Ability to access Security Log Report page | Once on Admin page, select System Reports → “Security Log report” | Log Admin Report screen is presented | ||||
#3 | Ability to generate Audit Log report | 1. Select provider name form the drop down menu 2. Select Start/ End date 3. Click on “Run Report” button | 1. Audit Log report is generated 2. Audit log is accessible through the Admin page based on permission levels | ||||
#4 | Ability to display Audit log report information | Verify that Audit log lists users that have accessed a patient’s demographic page or eChart information | Audit log lists users that have accessed a patient’s demographic page or eChart information |
1.9 Test Ability to Access Phone and Address History Log with Effective Dates
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Ability to access Phone and Address History Log modal | Patient phone number and/or address have been modified | Select Phone and Address History Log hyperlink | 1. Phone and Address History log is accessible 2. Phone and Address History log with effective dates modal pops up | |||
#3 | Ability to Display Phone and Address History Log with effective dates | Verify that 1. Phone and Address History Log lists previously saved phone numbers and addresses 2. Date when the phone and/or address was changed is displayed | Phone and Address History Log lists the previously saved phone and addresses in system with date displayed of when the phone and/or address was changed |
2.0 Test Ability to Add Custom Fields to Mater Demographics Screen
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Ability to add custom fields to Master Demographics screen | Verify that Administrative system rights allows to custom fields to be added to screen | Custom fields are added to screen (ie Section for “clinic specific” fields can be customized) | ||||
#3 | Ability to customize header for custom field section | Verify that header for custom field section is customizable | Header for custom field section is customizable |
2.1 Test Ability to Add a New Patient Demographic
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to create a New Demographic record t | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view | Activate drop down list next to the Search box to access "New Patient" view within Landing page | 1. Demographic record screen opens within Landing page under tab Details 2. “Add New Patient” form opens requiring the minimum mandatory fields for adding a new patient to system | |||
#2 | Ability to complete “Add New Patient” form with minimum mandatory fields for adding a new patient to the system | Valid OHIP card number is required for validation purpose | Fill out the minimum mandatory fields for adding a new patient to the system: - Last Name - First Name - Health Card Number - Address | Entered patient information is populated in “Add New patient” form | |||
#4 | Ability to add a New patient record | Select “Submit” button | 1. Submitting “Add new patient” form checks system for similar patients based on entered data. System adds patient if no similar patient is already in system 2. New Master demographic record is created 3. After new patient added, Master Demographic screen opens for the newly added patient in full edit mode for continued data entry | ||||
#5 | Ability to Edit submitted Master Demographics record | “Add new patient” form is submitted and information is saved (i.e. the new patient is officially in the system) | Enter additional data in Master Demographic record | Additional data can be added in edit mode of Master Demographic screen immediately after new patient is added (all sections open in edit mode to continue adding all other demo information) | |||
#6 | Ability to save Master Demographics page changes | Select “Save” button at the top or bottom of the screen | 1. Save button appears at top and bottom of screen at all times 2. Save button becomes active when edit mode activated for any/multiple sections 3. All changes are saved 4. View mode is returned | ||||
#7 | Ability to cancel Master Demographics record any time before it is saved | Select “Cancel” button at the top or bottom of the screen | 1. Save and Cancel button appears at top and bottom of screen at all times 2. Cancel button becomes active when edit mode is activated for any/multiple sections 3. If record is cancelled and the information inputted is lost 4. View mode is returned |
2.2 Test Ability to Check System for Similar Patients Based on the Entered Data
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to create a New Demographic record to prevent record duplication | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view | Activate drop down list next to the Search box to access "New Patient" view within Landing page | 1. Demographic record screen opens within Landing page under tab Details 2. “Add New Patient” form opens requiring the minimum mandatory fields for adding a new patient to system | |||
#2 | Ability to display Warning message | Valid OHIP card number is required for validation purpose | 1. Fill out the minimum mandatory fields for adding a new patient to the system: - Last Name - First Name - Health Card Number - Address 2. Enter existent or similar patient data when completing the minimum mandatory fields to create a new patient record | 1. Entered patient information is populated in “Add New patient” form 2. Submitting “Add new patient” form checks system for similar patients based on entered data. If patient is registered within the OSCAR database or a similar patient (based on entered data) exists a warning about similar patient should appear to confirm or cancel “Add new” record form | |||
#3 | Ability to add a New patient record | Select confirmation button to “Add new” | 1. New Master demographic record is created 2. After new patient is added, Master Demographic screen opens for the newly added patient in full edit mode for continued data entry | ||||
#4 | Ability to terminate adding new patient record if the record is duplicated | Select termination button to “Add new” | If record is cancelled and the information inputted is lost |
2.3 Test Ability to Access “Add Appointment” Screen
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field | Once patient’s record is highlighted/ selected, Master Demographic record view is visible in the Content area of the landing page by default | |||
#2 | Ability to access “Add Appointment” screen | Activate “Book Appointment” button | “Book Appointment” button launches “Add Appointment” screen/modal ready for data entry to add a new appointment for currently selected/view patient |
2.4 Test Ability to Edit Demographic Record
Step ID | Description | Precondition | Action | Expected Results | Actual Results | Pass/Fail | Notes |
#1 | Ability to Access Master Demographic screen | 1. User is logged in with Receptionist credentials 2. Landing page is presented with the Dashboard view 3. Patient Master Demographic record is created and saved | Select patient name/appointment in the left-side menu or Search for the patient in the database by entering patient's last, first names into “Search Patients” input field at the main top navigation bar of landing page | Once user is fount and selected, Demographic record module is opened within Landing page under tab details | |||
#2 | Ability to edit patient's record | Activate “Edit” button for each individual section for edit purposes | 1. Edit buttons are located at the header of each section 2. Individual section opens in edit mode | ||||
#3 | Ability to save modified record | 1. Modify/ Add entry data in the individual section 2. Select “Save” button | 1. Save button becomes active when edit mode activated for any/multiple sections. 2. If more than one section is edited, all changes could be saved with the Save button | ||||
#4 | Ability to cancel patient record modification | 1. Modify/ Add entry data in the individual section 2. Select “Cancel” button | 1. Cancel button becomes active when edit mode activated for any/multiple sections 2. If record is cancelled the inputted data is lost |