OSCAR 15

Master Demographics Module

OMD Requirements Test Cases

Final Version

Status Completed

Created on: March 27, 2014

Last update on: April 26, 2015

Ready for General Release

Patient Demographic Screen_OMD Requirements. Table of content	EMR Req. #
1.0 Test Ability to Display All Mandatory OMD Patient Identification Fields	2.2.1.1.1 Patient Identification
1.1 Test Ability to Display All Mandatory OMD Patient Contact Information Fields	2.2.1.1.2 Patient Contact Information
1.2 Test Ability to Display All Mandatory OMD Patient Alternative Contact Fields	2.2.1.1.3 Patient Alternative Contact
1.3 Test Ability to Include Mandatory SDM and Emergency Contacts Purpose/Role Values	2.2.1.1.3 Patient Alternative Contact
1.4 Test Ability to Assign Alternative Contact Multiple Purpose/Role	2.2.1.1.3 Patient Alternative Contact
1.5 Test Ability to Review Previous Enrollment Status - future	2.1.1 Demographic Requirements
1.6 Test Ability to View Appointment History for Any Given Patient	2.1.10 Scheduling Requirements (req.”r”)
1.7 Test Ability to Include Patient's DrugRef Interaction Preferences

Reference input
EMR Specification, Appendix A – EMR Baseline Requirements v4.0	OntarioMD
OMD-based testing checklist https://oscaremr.atlassian.net/wiki/display/QA/OMD-based+testing+checklist	Sarah Allen
OSCAR 15 Master Demographic test Apr. 26, 2015	Daniel Sin

1.0 Test Ability to Display All Mandatory OMD Patient Identification Fields

Step ID	Description	Precondition	Action	Expected Results	Actual Results	Pass/Fail	Notes
#1	Ability to Access Master Demographics screen	1. Landing page is presented with the Dashboard view 2. 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 include all mandatory OMD patient identification fields in Master Demographic record		Verify that all mandatory OMD patient identification fields are included and presented in Master Demographic record	All mandatory OMD data fields are available on Master Demographic screen: - Name Prefix/Title - Last Name - First name - Gender - Date of Birth - Health Card Number - Health Card Version Code - Health Card Expiry Date - Health Card Province - Chart Number - Preferred Spoken Language - Person Status (active, inactive, etc.) - Person Status date - Enrollment Status - Enrollment Date - Enrollment Termination Date - Primary Physician (assigned to a patient record)

1.1 Test Ability to Display All Mandatory OMD Patient Contact Information Fields

Step ID	Description	Precondition	Action	Expected Results	Actual Results	Pass/Fail	Notes
#1	Ability to Access Master Demographics screen	1. Landing page is presented with the Dashboard view 2. 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 include all mandatory patient Contact information fields in Master Demographic record		Verify that all mandatory OMD patient Contact Information fields are available in Master Demographic record	All OMD mandatory patient Contact data fields are available: - Street Address - City/ Municipality - Province/State - Postal code/ Zip Code (e.g.A9A 9A9) - Telephone Type (e.g. business, mobile, residence) - Telephone Number - Phone Extension - E-Mail Address

1.2 Test Ability to Display All Mandatory OMD Patient Alternative Contact Fields

Step ID	Description	Precondition	Action	Expected Results	Actual Results	Pass/Fail	Notes
#1	Ability to Access Master Demographics screen	1. Landing page is presented with the Dashboard view 2. 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 include all OMD mandatory Patient Alternative Contact fields in Master Demographic screen		Verify that all mandatory OMD Patient Alternative Contact fields are available in Master Demographic screen	All mandatory OMD Alternative Contact fields are available in Master Demographic screen: - First name - Last name - Contact Purpose/ Role - Residence Phone - Cell Phone - Work Phone - Work Phone Extension - E-Mail Address - Contact Note

1.3 Test Ability to Include Mandatory SDM and Emergency Contacts Purpose/Role Values

Step ID	Description	Precondition	Action	Expected Results
#1	Ability to Access Master Demographics screen	1. Landing page is presented with the Dashboard view 2. 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 include one or more of Contact Purpose/Role suggested values		Verify that one or more of the suggested values are included in Alternative Contact Purpose/Role field. Contacts information is shown on the right.	Patient alternative contact can have one or more of the suggested following values: - Emergency Contact - Next of Kin - Administrative staff - Care Giver - Power of Attorney - Insurance - Guarantor - Substitute Decision Maker (SDM)
#3	Ability to include mandatory Substitute Decision Maker and Emergency contact Purpose/Role values		Verify that minimum mandatory contact Purpose/Role values are included in Patient Alternative Contact section	The mandatory Contact Purpose/Role are included in Patient Alternative Contact section: - Substitute Decision Maker (SDM) - Emergency contact

1.4 Test Ability to Assign Alternative Contact Multiple Purpose/Role

Step ID

Description

Precondition

Action

Expected Results

Actual Results

Pass/Fail

Notes

#1

Ability to Access Master Demographics screen

1. Landing page is presented with the Dashboard view
2. 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 allow alternative patient contact to have multiple Purpose/ Role

Alternative contact is added to Patient Demographic record

1. Click on "manage" tab under contacts

2. Select contact to be both an Emergency Contact and Next of Kin (enter into notes)
3. Verify that patient alternative contact can have multiple Purpose/Role

Multiple Purpose/Role are assigned to patient alternative contact

1.5 Test Ability to Review Previous Enrollment Status - Future

Step ID	Description	Precondition	Action	Expected Results	Actual Results	Pass/Fail	Notes
#1	Ability to Access Master Demographics screen	1. Landing page is presented with the Dashboard view 2. 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 Historical enrollment status of patient		Verify that use is able to view the list of previous enrollment status of patient (Enrollment status of a rostered patient)	User is able to view list of previous enrollment status of patient

1.6 Test Ability to View Appointment History for Any Given Patient

Step ID	Description	Precondition	Action	Expected Results	Actual Results	Pass/Fail	Notes
#1	Ability to Access Master Demographics screen	1. Landing page is presented with the Dashboard view 2. 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 view Appointment History for any given patients		1. Verify that user is able to view Appointment History for any given patient via the appointment drop down selection. 2. Appointment History must include both past and future appointments	1. Appointment History is accessible 2. Appointment History includes both past and future appointments for any given patients

1.7 Test Ability to Include Patient's DrugRef Interaction Preferences

Step ID	Description	Precondition	Action	Expected Results	Actual Results	Pass/Fail	Notes
#1	Ability to Access Master Demographics screen	1. Landing page is presented with the Dashboard view 2. 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 view/modify Patient's Drugref Interaction Preferences		Verify that Rx Interaction Warning patient Level section is included in Master Demographic record under the Rx selection under the patient's name.	Drugref interaction preference section (Rx Interaction waring level) is available in Master Demographic screen

OSCAR EMR

OSCAR 15 Master Demographics Module OMD Requirements Test Cases