Allscripts Enterprise EHR 11.2 CMT User Guide Test Cases www.allscripts.com Copyright 2010 Allscripts-Misys
Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. This document is the confidential property of Allscripts-Misys Healthcare Solutions, Inc. It is furnished under an agreement with Allscripts-Misys Healthcare Solutions, Inc. and may only be used in accordance with the terms of that agreement. The use of this document is restricted to customers of Allscripts-Misys Healthcare Solutions, Inc. and their employees. The user of this document agrees to protect the Allscripts-Misys Healthcare Solutions, Inc. proprietary rights as expressed herein. The user further agrees not to permit access to this document by any person for any purpose other than as an aid in the use of the associated system. In no case will this document be examined for the purpose of copying any portion of the system described herein or to design another system to accomplish similar results. This document or portions of it may not be copied without written permission from Allscripts-Misys Healthcare Solutions, Inc. The information in this document is subject to change without notice. The names and associated patient data used in this documentation are fictional and do not represent any real person living or otherwise. Any similarities to actual people are coincidental. CPT copyright 2009 American Medical Association. All rights reserved. Fee schedules, relative value units, conversion factors and/or related components are not assigned by the AMA, are not part of CPT, and the AMA is not recommending their use. The AMA does not directly or indirectly practice medicine or dispense medical services. The AMA assumes no liability for data contained or not contained herein. CPT is a registered trademark of the American Medical Association. International Statistical Classification of Diseases and Related Health Problems (ICD) is copyright 2009 World Health Organization (WHO). Microsoft Excel and Microsoft Word are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Allscripts Enterprise EHR 11.2 2 CMT User Guide.doc
Table of Contents Chapter 1. Test List...5 1.1. Validate that activities done on the selected server depending on the date entered in Start Date field are....5 1.2. Validate that only new legacy images which are undated and original Medicomp images that were delivered with Allscripts EEHR V11 are from the selected database when Show Legacy Graphics is checked...7 1.3. Validate that the Cancellation of Move forms when Go back search button is clicked...9 1.4. Validate that the desktop view is copied from source to target server when Go button is clicked....11 1.5. Plan: Test : Validate that the desktop view is deleted from target database server when checkbox next to view is selected in right column and Go is clicked...12 1.6. Validate that the display of Message Clinical Desktops were not updated since Overwrite was not checked when Check here to overwrite any clinical desktops that have identical names checkbox is not checked....14 1.7. Validate that the images are and updated on the source server and not updated on the target server, when Check for updated images...16 1.8. Validate that the Inactive details and symptom forms are in selected database with Form, Form UID, Detail Form, Symptom, Original name from XML,WK ID and Comments are when Check detail forms & symptom forms is checked...18 1.9. Validate that the Inactive graphics or hotspots are in selected database with Form, Form UID, Graphic and Hotspot and comments are when Check Graphics & hotspots is checked...20 1.10. Validate that the list of all note input templates and associated note forms are when Go button is clicked...22 1.11. Validate that the missing Note Input Templates that contains forms that are missing detail or symptom forms in the selected database are with Template ID, Template, Form UID, Form, Missing Detail Form, Missing Symptom, WK ID...23 1.12. Validate that the new note input templates along with note forms are from the selected database when Show Note Templates and Show Note forms used in Templates are checked...25 1.13. Validate that the new note input templates are from the selected database when Show Note Templates is checked...27 1.14. Validate the note forms are where are modified on both source server and target server having same originating IDs but different Form IDs, when Check for updated note forms that have a locally edited version on the target...29 1.15. Validate that the note forms are where version of note form on the source server is updated and version of note form is not updated on the target server, when Check for updated note forms that have an unchanged version on the target...31 1.16. Validate that the note forms are which exist on the source server and also which does not have corresponding form on the target server, when Check for New note forms that have no previous version on the target...33 1.17. Validate that the note forms with subforms are copied when Move Forms button is clicked...35 1.18. Validate that the only new entries are copied to the target server and existing entries are not modified or updated when Go button is clicked...37 1.19. Validate that the only new images are from the selected database when Show Graphics is checked...38 1.20. Validate that the only new note forms are from the selected database when Show Note forms is checked...40 1.21. Validate that the only new symptom forms are from the selected database when Show Symptom forms is checked...42 1.22. Validate that the only note forms are but not symptom forms which are changed after a specified date when date is entered in Show only items modified after field...44 1.23. Validate that the subforms that currently exist only in Source server are with a radio button when next button is clicked...46 Allscripts Enterprise EHR 11.2 3 CMT User Guide.doc
1.24. Validate that the symptom forms are where version of note form on the source server is updated and version of symptom form is not updated on the target server, when Check for updated symptom forms that have an unchanged version on the target...48 1.25. Validate that the symptom forms are where are modified on both source server and target server having same originating IDs but different Form IDs, when Check for updated Symptom forms that have a locally edited version on the target...50 1.26. Validate that the symptom forms are which exist on the source server and also which does not have corresponding form on the target server, when Check for New symptom forms that have no previous version on the target....52 1.27. Validate that the target desktop view is overwritten by the versions from source database when Check here to overwrite any clinical desktops that have identical names checkbox is checked...54 1.28. Validate that wild card search is allowed in Search for all items with names like checkbox...56 1.29. Plan: Test : Validate the copying of OID and RID...57 1.30. Validate the new note input templates along with note forms, symptom forms, images, and legacy images are from selected database when all the checkboxes are checked...61 1.31. Validate the presence of Is this what you want to do checkbox...63 1.32. Verify that the list includes Note Input Template name, the specialties with which it is associated, and ID number for the template...64 1.33. Verify the display of Clinical Desktop views in Source and Target data base servers in left and right columns respectively...65 1.34. Verify the presence of Check for missing Note form Components in Content Category drop down...66 1.35. Verify the presence of Display New Note Catalog in Content Category drop down...67 1.36. Verify the presence of Display Recent Activity in Content Category drop down...68 1.37. Verify the presence of Move Clinical Desktops in Content Category drop down...69 1.38. Verify the presence of Move Note Forms in Content Category drop down...70 1.39. Verify the presence of Move Note Templates in Content Category drop down...71 1.40. Verify the presence of Move OID & RID in Content Category drop down...72 1.41. Verify the presence of Search for all items with names like option when Move Note Forms is selected in Content Category drop down...73 1.42. Verify the presence of Update existing note forms that are referenced within templates Checkbox and by default it is checked...74 Allscripts Enterprise EHR 11.2 4 CMT User Guide.doc
Chapter 1. Test List 1.1. Validate that activities done on the selected server depending on the date entered in Start Date field are. : Verify the presence of Display Recent Activity in Content Category drop down. Display Recent Activity Content Category should be in Content Category drop down. Allscripts Enterprise EHR 11.2 5 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Display Recent Activity Content Category from the Drop down The Display Recent Activity Content Category is in the Content category field. 3 Enter any valid date in Start date field in the format mm/dd/yyyy. Entered date should be in start date field. 4 Select Source server radio button. Source server radio button is selected. 5 Click on Go button. Activities done in source server after the entered date should be. 6 Select target server radio button. Target server radio button is selected. 7 Click on Go button. Activities done in target server after the entered date should be. Allscripts Enterprise EHR 11.2 6 CMT User Guide.doc
1.2. Validate that only new legacy images which are undated and original Medicomp images that were delivered with Allscripts EEHR V11 are from the selected database when Show Legacy Graphics is checked. : Validate that that only new legacy images which are undated, original Medicomp images that were delivered with Allscripts EEHR V11 are from the selected database when Show Legacy Graphics is checked. Only new legacy images which are undated and original Medicomp images that were delivered with Allscripts EEHR V11 are from the selected database when Show Legacy Graphics is checked. Allscripts Enterprise EHR 11.2 7 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Display New Note Catalog Content Category from the Drop down The Display New Note Catalog Content Category is in the Content category field. 3 Select Source from Display New Note catalog from which server? Radio list. Source radio button should be selected. 4 Select Show Legacy Graphics? check box. Show Legacy Graphics? check box should be selected. 5 Click on Go button. Only legacy images which are undated, original Medicomp images that were delivered with Allscripts EEHR V11 are from Source server should be. 6 Select target from Display New Note catalog from which server? radio list. Target radio button should be selected. 7 Repeat the steps 3, 4 and 5. Only legacy images which are undated, original Medicomp images that were delivered with Allscripts EEHR V11 are from Target server should be. Allscripts Enterprise EHR 11.2 8 CMT User Guide.doc
1.3. Validate that the Cancellation of Move forms when Go back search button is clicked : Validate that the Cancellation of Move forms when Go back search button is clicked. Create a note form with sub forms in Note Admin in EEHR Source sever. Transfer of forms is cancelled when Go back search button is clicked. Allscripts Enterprise EHR 11.2 9 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the Drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" check box. "Search for all items with names like:" check box should be present. 4 Enter text with wild card % in "Search for all items with names like: " Checkbox Entered criteria should be. 5 Select "Check for New note forms that have no previous version on the target" check box Check for New note forms that have no previous version on the target checkbox should be selected. 6 Click on Go button. Note form created as per condition should be in search results. 7 Select the note form in search results. Selected note form should be selected. 8 Validate that the subforms that currently exist only in Source server are with a radio button when next button is clicked. Subforms that currently exist only in Source server are with a radio button when next button is clicked. 9 Click on Go back search button. Transfer of Note forms /subforms should not happen. Allscripts Enterprise EHR 11.2 10 CMT User Guide.doc
1.4. Validate that the desktop view is copied from source to target server when Go button is clicked. : Validate that the desktop view is copied from source to target server when Go button is clicked. Desktop view is copied from source to target server when Go button is clicked. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Clinical Desktops Content Category from the drop down The Move Clinical Desktops Content Category is in the Content category field. 3 Verify the display of Clinical Desktop views in Source and Target data base servers in left and right columns respectively. Clinical Desktop views in Source and Target data base servers in left and right columns are respectively. 4 Select the desired Desktop View from Source Server in left column. Desktop view is selected in left column. 5 Validate that the desktop view is copied from source to target server when Go button is clicked. Desktop View selected in 4 should be copied to target server in right column. Allscripts Enterprise EHR 11.2 11 CMT User Guide.doc
1.5. Plan: Test : Validate that the desktop view is deleted from target database server when checkbox next to view is selected in right column and Go is clicked : Validate that the desktop view is deleted from target database server when checkbox next to view is selected in right column and Go is clicked. Desktop view is deleted from target database server when checkbox next to view is selected in right column and Go is clicked. Allscripts Enterprise EHR 11.2 12 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Clinical Desktops Content Category from the drop down. The Move Clinical Desktops Content Category is in the Content category field. 3 Verify the display of Clinical Desktop views in Source and Target data base servers in left and right columns respectively. Clinical Desktop views in Source and Target data base servers in left and right columns are respectively. 4 Select the desired Desktop View from target server in right column. Desktop view is selected in right column. 5 Validate that the desktop view is deleted from target database server when checkbox next to view is selected in right column and Go is clicked. Desktop View selected in 4 should be deleted from target server in right column. Allscripts Enterprise EHR 11.2 13 CMT User Guide.doc
1.6. Validate that the display of Message Clinical Desktops were not updated since Overwrite was not checked when Check here to overwrite any clinical desktops that have identical names checkbox is not checked. : Validate that the display of Message Clinical Desktops were not updated since Overwrite was not checked when Check here to overwrite any clinical desktops that have identical names checkbox is not checked. 1. Login to EEHR (Source Database server) as twadmin. 2. Click on WorkDef Admin VTB and Workspace Definitions HTB. 3. Select the any Desktop View and Click on Add/Edit Desktop View. 4. Modify the view and save. "Clinical Desktops were not updated since Overwrite was not checked" Message is when Check here to overwrite any clinical desktops that have identical names checkbox is not checked. Allscripts Enterprise EHR 11.2 14 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Clinical Desktops Content Category from the Drop down The Move Clinical Desktops Content Category is in the Content category field. 3 Verify the display of Clinical Desktop views in Source and Target data base servers in left and right columns respectively. Clinical Desktop views in Source and Target data base servers in left and right columns are respectively. 4 Select the Desktop View as per the precondition from Source Server in left column. Desktop view is selected in left column. 5 Click on Go button. Desktop View selected in 4 should be copied in target server in right column. 6 Login to EEHR (target Database server) as a provider. User should be logged in EEHR. 7 Click on Chart VTB and Clinical Desktop HTB. Select Patient Dialog should be. 8 Search and select any patient. Patient should be selected and in banner. 9 Select the desktop view selected n 4. Modifications done on desktop view in Source sever should not be reflected in target server. Allscripts Enterprise EHR 11.2 15 CMT User Guide.doc
1.7. Validate that the images are and updated on the source server and not updated on the target server when Check for updated images : Validate that the images are which is updated on the source server and not updated on the target server when Check for updated images. 1. Create a Symptom form in Note Admin in EEHR Source sever. 2. Transfer the Symptom form from Source server to target server. 3. Modify the Symptom form created in in EEHR Source server. Images are which is updated on the source server and not updated on the target server, when Check for updated images. Allscripts Enterprise EHR 11.2 16 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the Drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" Checkbox. "Search for all items with names like:" Checkbox should be present. 4 Enter text with wild card % in "Search for all items with names like:" checkbox Entered criteria should be. 5 Select "Check for updated Symptom forms that have an unchanged version on the target" checkbox Check for updated Symptom forms that have an unchanged version on the target checkbox should be selected. 6 Click on Go button. Symptom form created as per Precondition 3 should be in search results. Allscripts Enterprise EHR 11.2 17 CMT User Guide.doc
1.8. Validate that the Inactive details and symptom forms are in selected database with Form, Form UID, Detail Form, Symptom, Original name from XML,WK ID and Comments are when Check detail forms & symptom forms is checked : Validate that the Inactive and missing details and symptom forms are in selected database with Form, Form UID, Detail Form, Symptom, Original name from XML, WK ID and Comments are when Check detail forms & symptom forms is checked. Inactive and missing details and symptom forms are in selected database with Form, Form UID, Detail Form, Symptom, Original name from XML, WK ID and Comments should be when Check detail forms & symptom forms is checked. Allscripts Enterprise EHR 11.2 18 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Check for missing Note form Components Content Category from the drop down Check for missing Note form Components Content Category is in the Content category field. 3 Validate that the Inactive and missing details and symptom forms are in selected database with Form, Form UID, Detail Form, Symptom, Original name from XML, WK ID and Comments are when Check detail forms & symptom forms is checked. Inactive and missing details and symptom forms are in selected database with Form, Form UID, Detail Form, Symptom, Original name from XML,WK ID and Comments should be when Check detail forms & symptom forms is checked. Allscripts Enterprise EHR 11.2 19 CMT User Guide.doc
1.9. Validate that the Inactive graphics or hotspots are in selected database with Form, Form UID, Graphic and Hotspot and comments are when Check Graphics & hotspots is checked : Validate that the Inactive and missing graphics or hotspots are in selected database with Form, Form UID, Graphic and Hotspot and comments are when Check Graphics & hotspots is checked. Inactive and missing graphics or hotspots are in selected database with Form, Form UID, Graphic and Hotspot and comments are when Check Graphics & hotspots is checked. Allscripts Enterprise EHR 11.2 20 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Check for missing Note form Components Content Category from the drop down Check for missing Note form Components Content Category is in the Content category field. 3 Validate that the Inactive and missing graphics or hotspots are in selected database with Form, Form UID, Graphic and Hotspot and comments are when Check Graphics & hotspots is checked. Inactive and missing graphics or hotspots are in selected database with Form, Form UID, Graphic and Hotspot and comments should be when Check Graphics & hotspots is checked. Allscripts Enterprise EHR 11.2 21 CMT User Guide.doc
1.10. Validate that the list of all note input templates and associated note forms are when Go button is clicked : Validate that the list of all note input templates and associated note forms are when Go button is clicked. List of all note input templates and associated note forms are when Go button is clicked. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Templates Content Category from the drop down The Move Note Templates Content Category is in the Content category field. 3 Validate that the list of all note input templates and associated note forms are when Go button is clicked. List of all note input templates and associated note forms are when Go button is clicked. Allscripts Enterprise EHR 11.2 22 CMT User Guide.doc
1.11. Validate that the missing Note Input Templates that contains forms that are missing detail or symptom forms in the selected database are with Template ID, Template, Form UID, Form, Missing Detail Form, Missing Symptom, WK ID : Validate that the Inactive and missing details and symptom forms are in selected database with Form, Form UID, Detail Form, Symptom, Original name from XML,WK ID and Comments are when Check detail forms & symptom forms is checked. Inactive and missing details and symptom forms are in selected database with Form, Form UID, Detail Form, Symptom, Original name from XML, WK ID and Comments should be when Check detail forms & symptom forms is checked. Allscripts Enterprise EHR 11.2 23 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Check for missing Note form Components Content Category from the drop down Check for missing Note form Components Content Category is in the Content category field. 3 Validate that the missing Note Input Templates that contains forms that are missing detail or symptom forms in the selected database are with Template ID, Template, Form UID, Form, Missing Detail Form, Missing Symptom, WK ID and Comments when Check Note Input Templates is checked. Missing Note Input Templates that contains forms that are missing detail or symptom forms in the selected database should be with Template ID, Template, Form UID, Form, Missing Detail Form, Missing Symptom, WK ID and Comments when Check Note Input Templates is checked. Allscripts Enterprise EHR 11.2 24 CMT User Guide.doc
1.12. Validate that the new note input templates along with note forms are from the selected database when Show Note Templates and Show Note forms used in Templates are checked : Validate that the new note input templates along with note forms are from the selected database when Show Note Templates and Show Note forms used in Templates are checked. new note input templates along with note forms are from the selected database when Show Note Templates and Show Note forms used in Templates are checked. Allscripts Enterprise EHR 11.2 25 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Display New Note Catalog Content Category from the drop down The Display New Note Catalog Content Category is in the Content category field. 3 Select Source from Display New Note catalog from which server? radio list. Source radio button should be selected. 4 Select Show Note Templates? checkbox. Show Note Templates? checkbox should be selected. 5 Select Show Note forms used in Templates? checkbox. Show Note forms used in Templates? checkbox should be selected. 6 Click on Go button. New Note Templates along with Note forms from Source server should be. 7 Select target from Display New Note catalog from which server? radio list. Target radio button should be selected. 8 Repeat steps 4, 5, and 6. New Note Templates along with Note forms from Target server should be. Allscripts Enterprise EHR 11.2 26 CMT User Guide.doc
1.13. Validate that the new note input templates are from the selected database when Show Note Templates is checked. : Validate that the new note input templates are from the selected database when Show Note Templates is checked. new note input templates are from the selected database when Show Note Templates is checked. Allscripts Enterprise EHR 11.2 27 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Display New Note Catalog Content Category from the drop down The Display New Note Catalog Content Category is in the Content category field. 3 Select Source from Display New Note catalog from which server? radio list. Source radio button should be selected. 4 Select Show Note Templates? checkbox. Show Note Templates? checkbox should be selected. 5 Click on Go button. New Note Templates from Source server should be. 6 Select target from Display New Note catalog from which server? radio list. Target radio button should be selected. 7 Repeat steps 4 and 5. New Note Templates from Target server should be. Allscripts Enterprise EHR 11.2 28 CMT User Guide.doc
1.14. Validate the note forms are where are modified on both source server and target server having same originating IDs but different Form IDs, when Check for updated note forms that have a locally edited version on the target : Validate that the note forms are where are modified on both source server and target server having same originating IDs but different Form IDs, when Check for updated note forms that have a locally edited version on the target. 1. Create a note form in Note Admin in EEHR Source sever. 2. Transfer the note form from Source server to EEHR target server. 3. Modify the note form created in in EEHR target server. Note forms are where are modified on both source server and target server having same originating IDs but different Form IDs, when Check for updated note forms that have a locally edited version on the target. Allscripts Enterprise EHR 11.2 29 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" checkbox. "Search for all items with names like:" checkbox should be present. 4 Enter text with wild card % in "Search for all items with names like:" checkbox Entered criteria should be. 5 Select "Check for updated note forms that have a locally edited version on the target" checkbox Check for updated note forms that have a locally edited version on the target checkbox should be selected. 6 Click on Go button. Note form created as per Precondition 3 should be in search results. Allscripts Enterprise EHR 11.2 30 CMT User Guide.doc
1.15. Validate that the note forms are where version of note form on the source server is updated and version of note form is not updated on the target server, when Check for updated note forms that have an unchanged version on the target : Validate that the note forms are where version of note form on the source server is updated and version of note form is not updated on the target server, when Check for updated note forms that have an unchanged version on the target. 1. Create a note form in Note Admin in EEHR Source sever. 2. Transfer the note form from Source server to target server. 3. Modify the note form created in in EEHR Source server. Note forms are where version of note form on the source server is updated and version of note form is not updated on the target server, when Check for updated note forms that have an unchanged version on the target. Allscripts Enterprise EHR 11.2 31 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" checkbox. "Search for all items with names like:" checkbox should be present. 4 Enter text with wild card % in "Search for all items with names like:" checkbox Entered criteria should be. 5 Select "Check for updated note forms that have an unchanged version on the target" checkbox Check for updated note forms that have an unchanged version on the target checkbox should be selected. 6 Click on Go button. Note form created as per Precondition 3 should be in search results. Allscripts Enterprise EHR 11.2 32 CMT User Guide.doc
1.16. Validate that the note forms are which exist on the source server and also which does not have corresponding form on the target server, when Check for New note forms that have no previous version on the target : Validate that the note forms are which exist on the source server and also which does not have corresponding form on the target server, when Check for New note forms that have no previous version on the target Create a note form in Note Admin in EEHR Source sever. Note forms are which exist on the source server and also which does not have corresponding form on the target server, when Check for New note forms that have no previous version on the target Allscripts Enterprise EHR 11.2 33 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" checkbox. "Search for all items with names like:" checkbox should be present. 4 Enter text with wild card % in "Search for all items with names like:" checkbox Entered criteria should be. 5 Select "Check for New note forms that have no previous version on the target" checkbox Check for New note forms that have no previous version on the target checkbox should be selected. 6 Click on Go button. Note form created as per condition should be in search results. Allscripts Enterprise EHR 11.2 34 CMT User Guide.doc
1.17. Validate that the note forms with subforms are copied when Move Forms button is clicked : Validate that the note forms with subforms are copied when Move Forms button is clicked Create a note form with subforms in Note Admin in EEHR Source sever. Note forms with subforms are copied when Move Forms button is clicked. Allscripts Enterprise EHR 11.2 35 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" checkbox. "Search for all items with names like:" checkbox should be present. 4 Enter text with wild card % in "Search for all items with names like:" checkbox Entered criteria should be. 5 Select "Check for New note forms that have no previous version on the target" checkbox Check for New note forms that have no previous version on the target checkbox should be selected. 6 Click on Go button. Note form created as per condition should be in search results. 7 Select the note form in search results. Selected note form should be selected. 8 Validate that the subforms that currently exist only in Source server are with a radio button when next button is clicked. Subforms that currently exist only in Source server are with a radio button when next button is clicked. 9 Validate that the note forms with subforms are copied when Move Forms button is clicked. Note forms with subforms should be copied when Move Forms button is clicked. Allscripts Enterprise EHR 11.2 36 CMT User Guide.doc
1.18. Validate that the only new entries are copied to the target server and existing entries are not modified or updated when Go button is clicked : Validate that the only new entries are copied to the target server and existing entries are not modified or updated when Go button is clicked. Create an OID and RID in EEHR Source Server. Only new entries are copied to the target server and existing entries are not modified or updated when Go button is clicked. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move OID & RID Content Category from the drop down The Move OID & RID Content Category is in the Content category field. 3 Select the Is this what you want to do check box. Is this what you want to do check box should be selected. 4 Validate that the only new entries (as per precondition) are copied to the target server and existing entries are not modified or updated when the Go button is clicked. Only new entries (as per precondition) are copied to the target server and existing entries are not modified or updated when the Go button is clicked. Allscripts Enterprise EHR 11.2 37 CMT User Guide.doc
1.19. Validate that the only new images are from the selected database when Show Graphics is checked : Validate that the only new images are from the selected database when Show Graphics is checked. only new images are from the selected database when Show Graphics is checked. Allscripts Enterprise EHR 11.2 38 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Display New Note Catalog Content Category from the drop down The Display New Note Catalog Content Category is in the Content category field. 3 Select Source from Display New Note catalog from which server? radio list. Source radio button should be selected. 4 Select Show Graphics? Checkbox. Show Graphics? checkbox should be selected. 5 Click on Go button. New images from Source server should be. 6 Select target from Display New Note catalog from which server? radio list. Target radio button should be selected. 7 Repeat steps 3, 4, and 5. New images from Target server should be. Allscripts Enterprise EHR 11.2 39 CMT User Guide.doc
1.20. Validate that the only new note forms are from the selected database when Show Note forms is checked. : Validate that the only new note forms are from the selected database when Show Note forms is checked. only new note forms are from the selected database when Show Note forms is checked. Allscripts Enterprise EHR 11.2 40 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Display New Note Catalog Content Category from the drop down The Display New Note Catalog Content Category is in the Content category field. 3 Select Source from Display New Note catalog from which server? radio list. Source radio button should be selected. 4 Select Show Note forms? checkbox. Show Note forms? checkbox should be selected. 5 Click on Go button. Note forms from Source server should be. 6 Select target from Display New Note catalog from which server? radio list. Target radio button should be selected. 7 Repeat steps 3, 4, and 5. Note forms from Target server should be. Allscripts Enterprise EHR 11.2 41 CMT User Guide.doc
1.21. Validate that the only new symptom forms are from the selected database when Show Symptom forms is checked : Validate that the only new symptom forms are from the selected database when Show Symptom forms is checked. only new symptom forms are from the selected database when Show Note forms is checked. Allscripts Enterprise EHR 11.2 42 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Display New Note Catalog Content Category from the drop down The Display New Note Catalog Content Category is in the Content category field. 3 Select Source from Display New Note catalog from which server? radio list. Source radio button should be selected. 4 Select Show Symptom Forms? checkbox. Show Symptom Forms? checkbox should be selected. 5 Click on Go button. Symptom Forms from Source server should be. 6 Select target from Display New Note catalog from which server? radio list. Target radio button should be selected. 7 Repeat steps 3, 4, and 5. Symptom Forms from Target server should be. Allscripts Enterprise EHR 11.2 43 CMT User Guide.doc
1.22. Validate that the only note forms are but not symptom forms which are changed after a specified date when date is entered in Show only items modified after field : Validate that the only note forms are but not symptom forms which are changed after a specified date when date is entered in "Show only items modified after:" field Note forms are but not symptom forms which are changed after a specified date when date is entered in "Show only items modified after:" field Allscripts Enterprise EHR 11.2 44 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like: " checkbox. "Search for all items with names like:" checkbox should be present. 4 Enter text with wild card % in "Search for all items with names like:" checkbox Entered criteria should be. 5 Select "Check for New note forms that have no previous version on the target" checkbox Check for New note forms that have no previous version on the target checkbox should be selected. 6 Enter any valid date in Show only items modified after: field in the format mm/dd/yyyy Entered date should be in "Show only items modified after:" field. 7 Click on Go button. Only Note forms without symptom forms based on entered criteria in 4, 5, and 6 should be in search results. Allscripts Enterprise EHR 11.2 45 CMT User Guide.doc
1.23. Validate that the subforms that currently exist only in Source server are with a radio button when next button is clicked : Validate that the subforms that currently exist only in Source server are with a radio button when next button is clicked. Create a note form with subforms in Note Admin in EEHR Source sever. Subforms that currently exist only in Source server are with a radio button when next button is clicked. Allscripts Enterprise EHR 11.2 46 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" checkbox. "Search for all items with names like:" checkbox should be present. 4 Enter text with wild card % in "Search for all items with names like:" checkbox Entered criteria should be. 5 Select "Check for New note forms that have no previous version on the target" checkbox Check for New note forms that have no previous version on the target checkbox should be selected. 6 Click on Go button. Note form created as per condition should be in search results. 7 Select the note form in search results. Selected note form should be selected. 8 Validate that the subforms that currently exist only in Source server are with a radio button when next button is clicked. Subforms that currently exist only in Source server are with a radio button when next button is clicked. Allscripts Enterprise EHR 11.2 47 CMT User Guide.doc
1.24. Validate that the symptom forms are where version of note form on the source server is updated and version of symptom form is not updated on the target server, when Check for updated symptom forms that have an unchanged version on the target : Validate that the symptom forms are where version of note form on the source server is updated and version of symptom form is not updated on the target server, when Check for updated symptom forms that have an unchanged version on the target. 1. Create a Symptom form in Note Admin in EEHR Source sever. 2. Transfer the Symptom form from Source server to target server. 3. Modify the Symptom form created in in EEHR Source server. Symptom forms are where version of note form on the source server is updated and version of symptom form is not updated on the target server, when Check for updated symptom forms that have an unchanged version on the target. Allscripts Enterprise EHR 11.2 48 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" checkbox. "Search for all items with names like:" checkbox should be present. 4 Enter text with wild card % in "Search for all items with names like:" checkbox Entered criteria should be. 5 Select "Check for updated Symptom forms that have an unchanged version on the target" checkbox Check for updated Symptom forms that have an unchanged version on the target checkbox should be selected. 6 Click on Go button. Symptom form created as per Precondition 3 should be in search results. Allscripts Enterprise EHR 11.2 49 CMT User Guide.doc
1.25. Validate that the symptom forms are where are modified on both source server and target server having same originating IDs but different Form IDs, when Check for updated Symptom forms that have a locally edited version on the target : Validate that the symptom forms are where are modified on both source server and target server having same originating IDs but different Form IDs, when Check for updated Symptom forms that have a locally edited version on the target. 1. Create a Symptom form in Note Admin in EEHR Source sever. 2. Transfer the Symptom form from Source server to EEHR target server. 3. Modify the Symptom form created in in EEHR target server. Symptom forms are where are modified on both source server and target server having same originating IDs but different Form IDs, when Check for updated Symptom forms that have a locally edited version on the target. Allscripts Enterprise EHR 11.2 50 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" checkbox. "Search for all items with names like:" checkbox should be present. 4 Enter text with wild card % in "Search for all items with names like:" checkbox Entered criteria should be. 5 Select "Check for updated Symptom forms that have a locally edited version on the target" checkbox Check for updated Symptom forms that have a locally edited version on the target checkbox should be selected. 6 Click on Go button. Symptom form created as per Precondition 3 should be in search results. Allscripts Enterprise EHR 11.2 51 CMT User Guide.doc
1.26. Validate that the symptom forms are which exist on the source server and also which does not have corresponding form on the target server, when Check for New symptom forms that have no previous version on the target. : Validate that the symptom forms are which exist on the source server and also which does not have corresponding form on the target server, when Check for New symptom forms that have no previous version on the target. Create a Symptom form in Note Admin in EEHR Source sever. Symptom forms are which exist on the source server and also which does not have corresponding form on the target server, when Check for New symptom forms that have no previous version on the target. Allscripts Enterprise EHR 11.2 52 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" checkbox. "Search for all items with names like:" checkbox should be present. 4 Enter text with wild card % in "Search for all items with names like:" checkbox Entered criteria should be. 5 Select "Check for New Symptom forms that have no previous version on the target" checkbox Check for New Symptom forms that have no previous version on the target checkbox should be selected. 6 Click on Go button. Symptom form created as per condition should be in search results. Allscripts Enterprise EHR 11.2 53 CMT User Guide.doc
1.27. Validate that the target desktop view is overwritten by the versions from source database when Check here to overwrite any clinical desktops that have identical names checkbox is checked. : Validate that the target desktop view is overwritten by the versions from source database when Check here to overwrite any clinical desktops that have identical names checkbox is checked. 1. Login to EEHR (Source Database server) as twadmin. 2. Click on WorkDef Admin VTB and Workspace Definitions HTB. 3. Select the any Desktop View and Click on Add/Edit Desktop View. 4. Modify the view and save. Target desktop view is overwritten by the versions from source database when Check here to overwrite any clinical desktops that have identical names checkbox is checked. Allscripts Enterprise EHR 11.2 54 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Clinical Desktops Content Category from the drop down The Move Clinical Desktops Content Category is in the Content category field. 3 Verify the display of Clinical Desktop views in Source and Target data base servers in left and right columns respectively. Clinical Desktop views in Source and Target data base servers in left and right columns are respectively. 4 Select the Desktop View as per the precondition from Source Server in left column. Desktop view is selected in left column. 5 Select "Check here to Overwrite any Clinical Desktops that have identical names" checkbox "Check here to Overwrite any Clinical Desktops that have identical names" should be selected. 6 Click on Go button. Desktop View selected in 4 should be overwritten in target server in right column. 7 Login to EEHR (target Database server) as a provider. User should be logged in EEHR. 8 Click on Chart VTB and Clinical Desktop HTB. Select Patient Dialog should be. 9 Search and select any patient. Patient should be selected and in banner. 0 Select the desktop view selected n 4. Modified desktop view should be. Allscripts Enterprise EHR 11.2 55 CMT User Guide.doc
1.28. Validate that wild card search is allowed in Search for all items with names like checkbox : Validate that wild card search is allowed in Search for all items with names like checkbox. Wild card search is allowed in Search for all items with names like checkbox. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button.. 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Enter text with wild card ( Ex: aus%, %Cystoscopy%, or %) in "Search for all items with names like:" checkbox Entered criteria should be. 4 Click on Go button. Search results based on entered criteria should be. Allscripts Enterprise EHR 11.2 56 CMT User Guide.doc
1.29. Plan: Test : Validate the copying of OID and RID : Validate the copying of following OID and RID. Additional Information Answer Class Answer Body Site Charge Code Financial Auth Status Insurance Label Type OID - Additional Information Questions OID - Orderable Item Order Defaults Ins PatLoc Site Order Defaults Insurance Order Defaults Req Perf Location Order Defaults Req Perf Site Order Modifier Order Performing Facility Identifiers Order Reason Order Result - V11 Picklists Referral Type Requested Performing Location Result Flow graphs Result Reference Ranges Results Where Performed Identifiers Results Where Performed RID - Results Security Codes Sites Specialty Specimen Source Unit Codes Where Performed Identifiers Following OID and RID should be copied Additional Information Allscripts Enterprise EHR 11.2 57 CMT User Guide.doc
Answer Class Answer Body Site Charge Code Financial Auth Status Insurance Label Type OID - Additional Information Questions OID - Orderable Item Order Defaults Ins PatLoc Site Order Defaults Insurance Order Defaults Req Perf Location Order Defaults Req Perf Site Order Modifier Order Performing Facility Identifiers Order Reason Order Result - V11 Picklists Referral Type Requested Performing Location Result Flow graphs Result Reference Ranges Results Where Performed Identifiers Results Where Performed RID - Results Security Codes Sites Specialty Specimen Source Unit Codes Where Performed Identifiers Allscripts Enterprise EHR 11.2 58 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move OID & RID Content Category from the drop down The Move OID & RID Content Category is in the Content category field. 3 Select Is this what you want to do check box. Is this what you want to do Check box should be selected. 4 Validate the copying of following OID when Go button is clicked. Additional Information Answer Class Answer Body Site Charge Code Financial Auth Status Insurance Label Type OID - Additional Information Questions OID - Orderable Item Order Defaults Ins PatLoc Site Order Defaults Insurance Order Defaults Req Perf Location Order Defaults Req Perf Site Order Modifier Order Performing Facility Identifiers Order Reason Order Result - V11 Picklists Referral Type Requested Performing Location Result Flow graphs Result Reference Ranges Results Where Performed Identifiers Results Where Performed RID - Results Security Codes Sites Specialty Specimen Source Unit Codes Where Performed Identifiers Following OID should be copied when Go button is clicked. Additional Information Answer Class Answer Body Site Charge Code Financial Auth Status Insurance Label Type OID - Additional Information Questions OID - Orderable Item Order Defaults Ins PatLoc Site Order Defaults Insurance Order Defaults Req Perf Location Order Defaults Req Perf Site Order Modifier Order Performing Facility Identifiers Order Reason Order Result - V11 Picklists Referral Type Requested Performing Location Result Flow graphs Result Reference Ranges Results Where Performed Identifiers Results Where Performed RID - Results Security Codes Sites Specialty Allscripts Enterprise EHR 11.2 59 CMT User Guide.doc
Specimen Source Unit Codes Where Performed Identifiers Allscripts Enterprise EHR 11.2 60 CMT User Guide.doc
1.30. Validate the new note input templates along with note forms, symptom forms, images, and legacy images are from selected database when all the checkboxes are checked : Validate the new note input templates along with note forms, symptom forms, images and legacy images are from selected database when all the checkboxes are checked. new note input templates along with note forms, symptom forms, images, and legacy images are from selected database when all the checkboxes are checked. Allscripts Enterprise EHR 11.2 61 CMT User Guide.doc
s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button. 2 Select the Display New Note Catalog Content Category from the drop down The Display New Note Catalog Content Category is in the Content category field. 3 Select Source from Display New Note catalog from which server? radio list. Source radio button should be selected. 4 Select all the available checkboxes. Checkboxes should be selected. 5 Click on Go button. New note input templates along with note forms, symptom forms, images and legacy images from Source server should be. 6 Select target from Display New Note catalog from which server? radio list. Target radio button should be selected. 7 Repeat steps 3, 4, and 5. New note input templates along with note forms, symptom forms, images and legacy images from Target server should be. Allscripts Enterprise EHR 11.2 62 CMT User Guide.doc
1.31. Validate the presence of Is this what you want to do checkbox : Validate the presence of Is this what you want to do checkbox Is this what you want to do checkbox should be. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move OID & RID Content Category from the drop down The Move OID & RID Content Category is in the Content category field. 3 Validate the presence of Is this what you want to do Check box. Is this what you want to do Check box should be Allscripts Enterprise EHR 11.2 63 CMT User Guide.doc
1.32. Verify that the list includes Note Input Template name, the specialties with which it is associated, and ID number for the template : Verify that the list includes Note Input Template name, the specialties with which it is associated, and ID number for the template. List includes Note Input Template name, the specialties with which it is associated, and ID number for the template. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Templates Content Category from the drop down The Move Note Templates Content Category is in the Content category field. Allscripts Enterprise EHR 11.2 64 CMT User Guide.doc
1.33. Verify the display of Clinical Desktop views in Source and Target data base servers in left and right columns respectively : Verify the display of Clinical Desktop views in Source and Target data base servers in left and right columns respectively. Clinical Desktop views in Source and Target data base servers in left and right columns are respectively. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Clinical Desktops Content Category from the drop down. The Move Clinical Desktops Content Category is in the Content category field. 3 Verify the display of Clinical Desktop views in Source and Target data base servers in left and right columns respectively. Clinical Desktop views in Source and Target data base servers in left and right columns are respectively. Allscripts Enterprise EHR 11.2 65 CMT User Guide.doc
1.34. Verify the presence of Check for missing Note form Components in Content Category drop down : Verify the presence of Check for missing Note form Components in Content Category drop down. Check for missing Note form Components Content Category should be in Content Category drop down. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button. 2 Select the Check for missing Note form Components Content Category from the drop down. Check for missing Note form Components Content Category is in the Content category field. Allscripts Enterprise EHR 11.2 66 CMT User Guide.doc
1.35. Verify the presence of Display New Note Catalog in Content Category drop down : Verify the presence of Display New Note Catalog in Content Category drop down. Display New Note Catalog Content Category should be in Content Category drop down. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button. 2 Select the Display New Note Catalog Content Category from the drop down the Display New Note Catalog Content Category is in the Content category field Allscripts Enterprise EHR 11.2 67 CMT User Guide.doc
1.36. Verify the presence of Display Recent Activity in Content Category drop down : Verify the presence of Display Recent Activity in Content Category drop down. Display Recent Activity Content Category should be in Content Category drop down. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button. 2 Select the Display Recent Activity Content Category from the drop down The Display Recent Activity Content Category is in the Content category field Allscripts Enterprise EHR 11.2 68 CMT User Guide.doc
1.37. Verify the presence of Move Clinical Desktops in Content Category drop down : Verify the presence of Move Clinical Desktops in Content Category drop down. Move Clinical Desktops Content Category should be in Content Category drop down. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button. 2 Select the Move Clinical Desktops Content Category from the drop down The Move Clinical Desktops Content Category is in the Content category field Allscripts Enterprise EHR 11.2 69 CMT User Guide.doc
1.38. Verify the presence of Move Note Forms in Content Category drop down : Verify the presence of Move Note Forms in Content Category drop down. Move Note Forms Content Category should be in Content Category drop down. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button. 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field Allscripts Enterprise EHR 11.2 70 CMT User Guide.doc
1.39. Verify the presence of Move Note Templates in Content Category drop down : Verify the presence of Move Note Templates in Content Category drop down. Move Note Templates Content Category should be in Content Category drop down. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button. 2 Select the Move Note Templates Content Category from the drop down The Move Note Templates Content Category is in the Content category field. Allscripts Enterprise EHR 11.2 71 CMT User Guide.doc
1.40. Verify the presence of Move OID & RID in Content Category drop down : Verify the presence of Move OID & RID in Content Category drop down. Move OID & RID Content Category should be in Content Category drop down. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button. 2 Select the Move OID & RID Content Category from the drop down The Move OID & RID Content Category is in the Content category field Allscripts Enterprise EHR 11.2 72 CMT User Guide.doc
1.41. Verify the presence of Search for all items with names like option when Move Note Forms is selected in Content Category drop down : Verify the presence of Move Note Forms in Content Category drop down. Move Note Forms Content Category should be in Content Category drop down. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Forms Content Category from the drop down The Move Note Forms Content Category is in the Content category field. 3 Verify the presence of "Search for all items with names like:" checkbox "Search for all items with names like:" checkbox should be present. Allscripts Enterprise EHR 11.2 73 CMT User Guide.doc
1.42. Verify the presence of Update existing note forms that are referenced within templates Checkbox and by default it is checked : Verify the presence of Update existing note forms that are referenced within templates Checkbox and by default it is checked. Update existing note forms that are referenced within templates Checkbox should be checked by default. s: Server, Source DB name, Source DB User and Enter the Target DB Server, Target DB name, Click on the Login button 2 Select the Move Note Templates Content Category from the drop down The Move Note Templates Content Category is in the Content category field. 3 Verify the presence of Update existing note forms that are referenced within templates Checkbox and by default it is checked. Update existing note forms that are referenced within templates Checkbox should be checked by default. Allscripts Enterprise EHR 11.2 74 CMT User Guide.doc
Allscripts Enterprise EHR 11.2 75 CMT User Guide.doc