OSCAR 15

Master Demographics Module

Functionality Requirements Test Cases

Final Version

Status Completed

Created on: February 15, 2014

Last update on: April 26, 2015

Ready for General Release

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 - future	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
OSCAR 15 Master Demographic test Apr. 26, 2015	Daniel Sin

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. Click on the Details tab to see Master Demographics.	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. Click on the Details tab to see Master Demographics.	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. Click on the Details tab to see Master Demographics.	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 “Contacts” section on right, 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. Click on the Details tab to see Master Demographics.	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. Click on the Details tab to see Master Demographics.	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 various Phone number		See all three fields available • Mobile • Home • Work	Phone number fields are available

#3	Ability to flag preferred/most used contact information		Verify that user is able to check box for preferred contact number	User is able to click check box for preferred 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. Click on the Details tab to see Master Demographics.	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. Click on the Details tab to see Master Demographics.	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 the "+" button 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 - DOB - Gender	Entered patient information is populated in “Add New patient” form
#3	Ability to create new patient record		Select “Save” button	1. New Master demographic record is successfully added to the system 2. After new patient is added, MD screen opens for the newly added patient in full Edit mode for continued data entry

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. Click on the Details tab to see Master Demographics.	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 - future

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. Click on the Details tab to see Master Demographics.	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. Click on the Details tab to see Master Demographics.	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	Click on "+" box 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		Fill out the minimum mandatory fields for adding a new patient to the system: - Last Name - First Name - DOB - Gender	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		Simply exist the screen without save.	1. If record is not saved and the information inputted is lost 2. 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	Click on the "+" box 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 add		1. Fill out the minimum mandatory fields for adding a new patient to the system: - Last Name - First Name - DOB - Gender 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		Leave screen without save	If record is not saved 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. Click on the Details tab to see Master Demographics.	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 “Schedule” screen		Activate “Schedule” button on the top menu bar	“Schedule” button launches “Appointment” screen 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. Click on the Details tab to see Master Demographics.	Once user is fount and selected, Demographic record module is opened within Landing page under tab details
#2	Ability to edit patient's record		Simply click on the field to modify.	View/Edit mode is by default. Any data change will activate the "save " button on top.
#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. Leave the screen without save	1. If record is not saved the inputted data is lost

OSCAR EMR

OSCAR 15 Master Demographics Module Functionality Requirements Test Cases