Phase 1 storyboard

What Phase 1 covers, what has been verified on this build, and what still needs work. This branch's build is bcer-9.0-20260928-7e57c74-ydb (YDB stack 0928). Every status below is for that build only: a result from an earlier build is shown beside it, never counted.

Verified0scenarios accepted

Some evidence150scenarios partly proven or tested

Needs work214scenarios with no result yet

Steps20pictured, 35 owed, 35 server-only

Of 364 Phase 1 scenarios. Workflows marked in are the program's Phase 1 scope; implied ones are needed for them to run, and undecided ones are on the rollout list but not yet confirmed (docs/product-cycle/SCOPE.md).

By workflow

Workflow	Scope	Scenarios	Some evidence	Needs work	Steps pictured / owed
W01 Patient Registration	in	169	66	103	2 / 9
W07 Reporting (limited)	in	2	0	2	0 / 2
W08 Billing and Revenue Cycle (Medicare and Medicaid)	in	4	3	1	1 / 3
W09 Credentialing (limited)	in	3	0	3	0 / 3
W04 Provider/MA Visit, Encounter and Note-Taking	implied	43	3	40	4 / 2
W05 Diagnosis and Procedure Coding	implied	9	0	9	1 / 3
W02 Scheduling	undecided	104	70	34	3 / 12
W03 Pre-Visit / Triage (MA and nurse)	undecided	26	8	18	10 / 4
W06 After-Visit Summary and Care Plan	undecided	4	0	4	3 / 2

What each status and picture state means

Accepted	the analyst and an automated test both passed it on this build, signed on as the persona.
Analyst passed	the analyst passed it on this build; no automated test has passed it yet.
Test passed	an automated test that asserts the whole outcome passed on this build; the analyst has not checked it yet.
Partly proven	a test passed part of it on this build (a first step, or access), or a written test covers only part of the outcome.
Test written, not run	an automated test exists for it, with no result recorded on this build.
Failing	a test or the analyst failed it on this build.
Blocked	a test exists and waits on a named issue.
Planned	written down for its interface; the tool that would run it does not exist yet.
Not yet tested	no automated test and no analyst result yet.
Pictured	a screenshot (or terminal transcript) of the step, captured on the build named under it.
Picture owed	no capture yet: the card says which screen to capture and how.
Server step	the RPMS server does this step; no person sees a screen, so no picture is owed.
Not pictured, by decision	listed in docs/product-cycle/shot-exceptions.tsv with the reason and who decided.

W01 Patient Registration in

A patient is registered patient-is-registered.bpmn

Picture owedbprm

Searches for the patient
bprm · 12 scenarios
Server stepno screen: the RPMS server does this

Looks the patient up by name, DOB, chart number
rpms
Adds the new patient
bprm · captured on bcer-9.0-20260930-6812fea-iris · 35 scenarios
Server stepno screen: the RPMS server does this

Files the patient and assigns the chart number
rpms
Picture owedbprm

Records Medicare, Medicaid and insurance
bprm · 5 scenarios
Server stepno screen: the RPMS server does this

Files the eligibility
rpms
Records the patient's details after registration
bprm · captured on bcer-9.0-20260930-6812fea-iris · 57 scenarios
Server stepno screen: the RPMS server does this

Files the details
rpms
Picture owedbprm

Updates the record on a return visit
bprm · 30 scenarios
Server stepno screen: the RPMS server does this

Files the changes
rpms

Searches for the patient
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb	S-REG-01.1 Given a patient already registered at the facility, When I search by last name and date of birth, Then the patient is listed with their health record number and I can open their registration.	PROFILE,REG rpc
Test written, not run	S-REG-01.2 Given no patient matches, When I search, Then I am offered to add a new patient.	PROFILE,REG bprm
Partly proven	S-REG-01.3 Given a patient whose chart at this facility is inactive or deleted, When I search, Then the patient is listed with that chart status, so I do not mistake them for an active patient.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-01.4 Given a deceased patient, When I search, Then the patient is listed as deceased.	PROFILE,REG lakeraven-ehr
Not yet tested	S-REG-01.5 Given a patient registered at another facility and not at this one, When I open their registration, Then I am asked for a health record number at this facility before anything else, and until one is filed in the HEALTH RECORD NO. multiple (#9000001.41) of IHS PATIENT (#9000001) the record cannot be edited here.	PROFILE,REG bprm
Not yet tested	S-REG-01.6 Given I have the patient open at the front desk, When I send them to the EHR, Then the patient context for my user is set to this patient, so the EHR on my workstation opens on them.	PROFILE,REG bprm
Planned	S-REG-01.7 Given a patient identifier that is not in PATIENT (#2), When I open it, Then I am told there is no such patient and no record opens.	PROFILE,REG bprm
Not yet tested	S-REG-04.1 Given a patient whose record is marked sensitive, When I open them and accept that I have a need to know, Then the record opens and DG SECURITY LOG (#38.1) holds my access to the patient with the date, my user and the registration option.	PROFILE,REG bprm
Not yet tested	S-REG-04.2 Given a patient whose record is marked sensitive, When I decline the warning, Then the record does not open and nothing is logged.	PROFILE,REG bprm
Not yet tested	S-REG-04.3 Given a patient whose record is my own, When I try to open it, Then I am refused and the record does not open.	PROFILE,REG bprm
Not yet tested	S-REG-04.4 Given a patient I am restricted from, or my own user has no social security number on file, When I try to open them, Then I am refused and told why, and the record does not open.	PROFILE,REG bprm
Not yet tested	S-REG-04.5 Given a patient whose record is marked for a warning only, When I open them, Then I am warned and the record opens without a log entry.	PROFILE,REG bprm
Adds the new patient
Test written, not run passed on bcer-9.0-20260930-6812fea-iris, bcer-9.0-20261109-d3adcff-ydb	S-REG-02.1 Given no existing chart, When I enter name, sex, date of birth, tribe of membership and community of residence and save, Then the patient exists in PATIENT (#2) and IHS PATIENT (#9000001) with a health record number for this facility.	PROFILE,REG bprm
Partly proven	S-REG-02.2 Given a required field is missing, When I save, Then the registration is refused and names the field.	PROFILE,REG lakeraven-ehr
Test written, not run	S-REG-02.3 Given a patient already on file with the same name, date of birth and sex, When I enter the new patient's name, date of birth and sex, Then I am shown the possible matches, with their chart numbers, before anything is filed, and I can open one of them instead of registering.	PROFILE,REG rpc
Partly proven	S-REG-02.4 Given a name that is not `LAST,FIRST MIDDLE`, or shorter than 3 or longer than 30 characters, When I save, Then the registration is refused and names the format.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-02.5 Given a date of birth in the future, or before 1871, When I save, Then the registration is refused.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-02.6 Given no social security number and no reason for having none, When I save, Then the registration is refused and asks for the reason.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-02.7 Given a social security number that is not nine digits, When I save, Then the registration is refused and names the format.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-02.8 Given a social security number already on another patient in PATIENT (#2), When I save, Then the registration is refused and nothing is filed.	PROFILE,REG lakeraven-ehr
Not yet tested	S-REG-02.9 Given a health record number already assigned to another patient at this facility, in any of its leading-zero or temporary forms, When I save, Then the registration is refused and names the number.	PROFILE,REG bprm
Not yet tested	S-REG-02.10 Given a health record number that is not 1 to 6 characters in the chart-number format, When I save, Then the registration is refused.	PROFILE,REG bprm
Not yet tested	S-REG-02.11 Given I have not said whether the patient received the notice of privacy practices, or whether they are a veteran, When I save, Then the registration is refused and names what is missing.	PROFILE,REG bprm
Not yet tested	S-REG-02.12 Given this facility's REGISTRATION PARAMETERS (#9009061) make the street address, city, state or zip code mandatory, When I save without one of them, Then the registration is refused and names the field.	PROFILE,REG bprm
Not yet tested	S-REG-02.13 Given no primary language, or no community of residence and date moved there, When I save, Then the registration is refused and names the value.	PROFILE,REG bprm
Partly proven	S-REG-02.14 Given a complete registration, When I save, Then IHS PATIENT (#9000001) holds today as the date established and me as the establishing user and the user of the last update, and the patient's registration event is raised for the packages that listen for it.	PROFILE,REG bprm
Not yet tested	S-REG-02.15 Given I hold none of the keys that allow registering a patient (AGZMGR, AGZMENU, XUPROG, XUPROGMODE), When I open registration, Then I cannot add a patient.	PROFILE,REG bprm
Not yet tested	S-REG-02.16 Given RPMS cannot be reached, When I save a registration, Then I am told the registration service is unavailable, nothing is filed, and my entries are kept so I can try again.	PROFILE,REG bprm
Partly proven	S-REG-05.1 Given a caller with no chart, When I enter name, date of birth, sex and social security number and ask for a chart number to be generated, Then the patient exists in PATIENT (#2) and IHS PATIENT (#9000001) with me as the user who entered them, and the HEALTH RECORD NO. multiple (#9000001.41) holds a temporary number for this facility.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-REG-05.2 Given a caller with no chart and a chart number I have been given, When I enter it instead of asking for one, Then the HEALTH RECORD NO. multiple (#9000001.41) holds that number for this facility.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-REG-05.3 Given a patient already on file with the same name, date of birth and sex, When I enter the caller's details, Then I am shown the possible matches and can pick one to book instead of registering again.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-REG-05.4 Given no social security number and no reason for having none, or a number already on another patient, When I save, Then it is refused and nothing is filed.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-REG-05.5 Given a chart number already assigned to another patient at this facility, When I save, Then it is refused and names the number.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-REG-05.6 Given I do not hold the scheduling registration key (SDZREGMENU), When I search and find no match, Then I am not offered to register the caller.	PROFILE,SCHED lakeraven-ehr
Not yet tested	S-REG-06.1 Given a patient with a chart at another facility and none at this one, When I add a health record number for this facility, Then the HEALTH RECORD NO. multiple (#9000001.41) of IHS PATIENT (#9000001) holds the number under this facility, and the other facility's number is unchanged.	PROFILE,REG bprm
Not yet tested	S-REG-06.2 Given a patient who already has a chart at this facility, When I try to add another, Then I am told they are already registered here and nothing is filed.	PROFILE,REG bprm
Not yet tested	S-REG-06.3 Given a number already assigned to another patient at this facility, in any of its leading-zero or temporary forms, When I save, Then it is refused and names the number.	PROFILE,REG bprm
Not yet tested	S-REG-06.4 Given I hold the view-only key (AGZVIEWONLY) or not the registration key (AGZMENU), When I open a patient from another facility, Then I cannot add a chart number here.	PROFILE,REG bprm
Partly proven	S-REG-07.1 Given a tribal member, When I record eligibility status, classification, tribe of membership, Indian blood quantum, tribe quantum and enrollment number, Then IHS PATIENT (#9000001) holds those values.	PROFILE,REG bprm
Partly proven	S-REG-07.2 Given a patient with a second tribe, When I add it with its quantum, Then the OTHER TRIBE multiple (#9000001.43) of IHS PATIENT holds that tribe and quantum.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-07.3 Given an eligibility status that needs reasons, When I add each reason, Then the patient's ELIGIBILITY MODIFIERS multiple (#9000001.03401) holds one entry per reason, each pointing at ELIGIBILITY MODIFIERS (#9000030), and no reason twice.	PROFILE,REG lakeraven-ehr
Not yet tested	S-REG-07.4 Given a classification of Indian or Alaska Native, When I save with an eligibility status of ineligible, or a tribe of NON-INDIAN, Then it is refused and says which value contradicts the other.	PROFILE,REG bprm
Not yet tested	S-REG-07.5 Given an eligibility status of ineligible, or a classification of non-Indian or other, When I save with a tribe other than NON-INDIAN, Then it is refused and asks for NON-INDIAN.	PROFILE,REG bprm
Not yet tested	S-REG-07.6 Given a blood quantum that is not a fraction or one of FULL, NONE, UNKNOWN or UNSPECIFIED, or a fraction over 1, When I save, Then it is refused and names the form.	PROFILE,REG bprm
Not yet tested	S-REG-07.7 Given a tribe of NON-INDIAN, When I save a blood quantum other than NONE or UNKNOWN, Then it is refused; and given any other tribe, a quantum of NONE or UNKNOWN is refused.	PROFILE,REG bprm
Partly proven	S-REG-07.8 Given a tribe quantum, or another tribe's quantum, greater than the Indian blood quantum, When I save, Then it is refused.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-07.9 Given another tribe that is the tribe of membership, or listed twice, When I save, Then it is refused.	PROFILE,REG lakeraven-ehr
Records Medicare, Medicaid and insurance
Partly proven	S-REG-03.1 Given a registered patient with Medicaid, When I add the Medicaid number and eligibility dates, Then the eligibility shows on the patient and is in force on today's date.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-03.2 Given eligibility that has lapsed, When I check the patient in, Then I am warned before the visit is created.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-03.3 Given an uninsured patient who has applied for Medicaid, When I record the application with its type and the date it was submitted, Then PATIENT APPLICATIONS (#9000045) holds the application for the patient with that type and date, and its overall status is PENDING.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-03.4 Given a recorded application, When I record that it was approved or denied, and on what date, Then the application's overall status is APPROVED or DENIED, and its submission holds that status on that date.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-03.5 Given an application recorded by mistake, When I mark it entered in error, Then its overall status is ENTERED IN ERROR and the application stays on file: AG does not delete application data.	PROFILE,REG lakeraven-ehr
Records the patient's details after registration
Partly proven	S-REG-08.1 Given a patient, When I record an emergency contact's name, relationship, address and phones, Then PATIENT (#2) holds the emergency contact's name, address and phones and IHS PATIENT (#9000001) holds the relationship; the same holds for the next of kin.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-08.2 Given an emergency contact on file with an address and phones, When I change the contact's name and save nothing else, Then the previous contact's address and phones are cleared, not carried over to the new person.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-08.3 Given a contact name that is not `LAST,FIRST MIDDLE,SUFFIX`, or shorter than 3 characters, When I save, Then it is refused and names the format.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-08.4 Given a relationship, address or phone for a contact but no name, When I save, Then it is refused and asks for the name.	PROFILE,REG lakeraven-ehr
Not yet tested	S-REG-09.1 Given a minor patient, When I record the father's name, the mother's maiden name, their relationship, phones, employer, email and place of birth, Then PATIENT (#2) holds the two names and IHS PATIENT (#9000001) holds the rest.	PROFILE,REG bprm
Not yet tested	S-REG-09.2 Given a patient with a guardian who is not a parent, When I record the guardian's name and relationship, and a second guardian if there is one, Then IHS PATIENT (#9000001) holds each guardian with their relationship and contact details.	PROFILE,REG bprm
Not yet tested	S-REG-09.3 Given a guardian's relationship but no name, or a name but no relationship, When I save, Then it is refused and names what is missing.	PROFILE,REG bprm
Not yet tested	S-REG-09.4 Given a parent or guardian name that is not `LAST,FIRST MIDDLE,SUFFIX`, When I save, Then it is refused and names the format.	PROFILE,REG bprm
Not yet tested	S-REG-09.5 Given a household size of 100 or more, or an income of 0 or of 10,000,000 or more, When I save, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-09.6 Given this facility requires the household income, When I save without the income or its period, Then it is refused and names the value.	PROFILE,REG bprm
Partly proven	S-REG-10.1 Given a patient, When I record their primary language, preferred language, English proficiency and other languages, Then the LANGUAGES ENTRY DATE multiple (#9000001.86) of IHS PATIENT holds a new entry dated today with those values and one line per other language, and earlier entries are kept.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-10.2 Given a primary or other language of English, When I save without an English proficiency, or with a proficiency of not at all, Then it is refused.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-10.3 Given a primary language other than English, When I save without saying whether an interpreter is needed, Then it is refused and asks for it.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-10.4 Given an other language that is the primary language, or listed twice, When I save, Then it is refused.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-10.5 Given a preferred language that is neither the primary language nor one of the other languages, When I save, Then I am warned and may still save.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-11.1 Given a patient who is homeless, When I record that with the type, Then the HOMELESS STATUS QUESTION DATE multiple (#9000001.85) of IHS PATIENT holds a new entry dated today with the status and type, and earlier answers are kept.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-11.2 Given a patient who is a migrant worker, When I record that with the type, Then the MIGRANT WORKER QUESTION DATE multiple (#9000001.84) of IHS PATIENT holds a new entry dated today with the status and type.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-11.3 Given a status of homeless or migrant worker, When I save without the type, Then it is refused and asks for the type.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-11.4 Given a status of not homeless, When I save with a type, Then the entry is filed without a type.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-12.1 Given a patient, When I record a preferred name, Then IHS PATIENT (#9000001) holds it and the patient is listed with it beside their legal name.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-12.2 Given a patient who has used other names, When I add each one, Then the OTHER NAME multiple (#2.01) of PATIENT (#2) holds each of them and a search by one of them lists the patient.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-12.3 Given an other name that is not `LAST,FIRST MIDDLE`, or shorter than 3 or longer than 30 characters, When I save, Then it is refused and names the format.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-12.4 Given an other name entered in error, When I remove it, Then the OTHER NAME multiple (#2.01) no longer holds it and the others are unchanged.	PROFILE,REG lakeraven-ehr
Not yet tested	S-REG-13.1 Given a patient, When I record a legal sex with its effective date and the document that is the source, Then the LEGAL SEX multiple (#9000001.9201) of IHS PATIENT holds that entry with the date it was entered, and an earlier entry with another effective date is kept.	PROFILE,REG bprm
Not yet tested	S-REG-13.2 Given two legal sex entries with the same effective date, When I save, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-13.3 Given a patient, When I record one or more gender identities and sexual orientations, Then the GENDER IDENTITY (#9000001.9401) and SEXUAL ORIENTATION (#9000001.9301) multiples of IHS PATIENT each hold today's entry with every choice, and an entry from an earlier date is kept.	PROFILE,REG bprm
Not yet tested	S-REG-13.4 Given a gender identity, sexual orientation or pronoun of other, When I save without saying what, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-13.5 Given a patient, When I record their pronouns, Then IHS PATIENT (#9000001) holds the pronouns and, for other, the text.	PROFILE,REG bprm
Not yet tested	S-REG-14.1 Given a veteran, When I record the branch, entry and separation dates, service-connected status, Vietnam service and claim number, Then PATIENT (#2) holds those values and IHS PATIENT (#9000001) holds today as the date the veteran information was edited.	PROFILE,REG bprm
Not yet tested	S-REG-14.2 Given a veteran with a valid VA card, When I record the date a copy was obtained, Then IHS PATIENT (#9000001) holds the card as valid with that date; and given no valid card, it holds whether they were told how to obtain one and no copy date.	PROFILE,REG bprm
Not yet tested	S-REG-14.3 Given a service entry date after the separation date, or either date in the future or before 1871, When I save, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-14.4 Given a claim number that is not 7 or 8 digits, When I save, Then it is refused and names the format.	PROFILE,REG bprm
Not yet tested	S-REG-15.1 Given a patient, When I record that they received the notice of privacy practices on a date and signed the acknowledgement, Then NOTICE OF PRIVACY PRACTICES (#9000038) holds the patient with those answers, me and today's date.	PROFILE,REG bprm
Not yet tested	S-REG-15.2 Given a patient who received the notice but did not sign, When I save without a reason, Then it is refused and asks for the reason; and given they did not receive it, no acknowledgement or reason is kept.	PROFILE,REG bprm
Not yet tested	S-REG-15.3 Given a patient, When I record the date benefits were assigned, Then the ASSIGN BENEFITS OBTAINED DATE multiple (#9000001.71) of IHS PATIENT (#9000001) holds a new entry for that date, and a second entry for the same date is not added.	PROFILE,REG bprm
Not yet tested	S-REG-15.4 Given a patient, When I record the date they signed the release of information, Then the RELEASE OF INFORMATION multiple (#9000001.03601) of IHS PATIENT (#9000001) holds an entry for that date.	PROFILE,REG bprm
Not yet tested	S-REG-15.5 Given an assignment or release date in the future, When I save, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-15.6 Given this facility's REGISTRATION PARAMETERS (#9009061) make the release of information or the assignment of benefits mandatory, When I save without one, Then it is refused and names it.	PROFILE,REG bprm
Not yet tested	S-REG-15.7 Given a patient, When I record whether they were granted access to their personal health record on a date, and the date they were given the handout, Then the PHR ACCESS DATE (#9000001.8801) and PHR HANDOUT DATE (#9000001.8901) multiples of IHS PATIENT hold those entries, and a second entry for the same date is refused.	PROFILE,REG bprm
Partly proven passed on bcer-9.0-20260930-6812fea-iris	S-REG-16.1 Given an adult patient, When I record their consent or refusal with the effective date and an expiration date, Then the sharing consent multiple of IHS PATIENT (#9000001) holds a new entry with those dates and this facility, and earlier entries are kept unchanged.	PROFILE,REG bprm
Not yet tested	S-REG-16.2 Given an effective date in the future, more than five years ago, or before the patient's date of birth, When I save, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-16.3 Given an expiration date on or before the effective date, When I save, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-16.4 Given a patient under 18, When I open their registration, Then no sharing consent can be recorded for them and none is counted as missing.	PROFILE,REG bprm
Not yet tested	S-REG-17.1 Given a patient with a living will, When I record the directive with its type and date of entry, Then ADVANCE DIRECTIVE (#9000040) holds the patient and its DATE OF ENTRY multiple (#9000040.11) holds the directive with that type and date.	PROFILE,REG bprm
Not yet tested	S-REG-17.2 Given a patient with no directive, When I record that with the reason, Then the DATE OF ENTRY multiple (#9000040.11) of ADVANCE DIRECTIVE holds the answer with the reason.	PROFILE,REG bprm
Not yet tested	S-REG-17.3 Given a directive of the same type already on file for that date, When I save, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-17.4 Given a directive with no type, or no directive with no reason, or no date of entry, When I save, Then it is refused and names the value.	PROFILE,REG bprm
Not yet tested	S-REG-17.5 Given a directive entered in error, When I remove it, Then the DATE OF ENTRY multiple (#9000040.11) of ADVANCE DIRECTIVE no longer holds it.	PROFILE,REG bprm
Not yet tested	S-REG-18.1 Given a patient, When I record a legal document with its type, document number, the date it was added to the file and its effective and end dates, Then PATIENT'S LEGAL DOCS (#9000034) holds it for the patient with me and today as the entry.	PROFILE,REG bprm
Not yet tested	S-REG-18.2 Given no document type or no date added to file, When I save, Then it is refused and names the value.	PROFILE,REG bprm
Not yet tested	S-REG-18.3 Given an end date before the effective date, When I save, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-18.4 Given a document on file, When I correct its dates, or remove it, Then PATIENT'S LEGAL DOCS (#9000034) holds the corrected dates, or no longer holds it.	PROFILE,REG bprm
Not yet tested	S-REG-19.1 Given a patient, When I write notes and save, Then the notes word-processing field of IHS PATIENT (#9000001) holds the text, however long.	PROFILE,REG bprm
Not yet tested	S-REG-19.2 Given notes on file, When I clear them and save, Then IHS PATIENT (#9000001) holds no notes for the patient.	PROFILE,REG bprm
Test written, not run passed on bcer-9.0-20260930-6812fea-iris	S-REG-31.1 Given a patient just registered with the minimum, When I open their registration, Then each required item still missing is listed as an error, and each question not yet asked as a warning, against the section it belongs to.	PROFILE,REG bprm
Test written, not run passed on bcer-9.0-20260930-6812fea-iris	S-REG-31.2 Given those errors, When I record each missing item, Then no error is listed against the patient's registration, and each item I recorded is on file in RPMS.	PROFILE,REG bprm
Test written, not run passed on bcer-9.0-20260930-6812fea-iris	S-REG-31.3 Given those warnings, When I answer each question, Then no warning is listed against the patient's registration, no section carries a mark, and each answer is on file in RPMS dated today.	PROFILE,REG bprm
Updates the record on a return visit
Partly proven	S-REG-20.1 Given a registered patient, When I change their date of birth, sex, marital status, religion, place of birth, employer or employment status, Then PATIENT (#2) and IHS PATIENT (#9000001) hold the new values.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-20.2 Given a registered patient, When I record one or more races and ethnicities with how each was collected, Then the RACE INFORMATION multiple (#2.02) and the ethnicity multiple of PATIENT (#2) hold one entry per race and ethnicity, each pointing at RACE (#10) or ETHNICITY (#10.2), with its collection method.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-20.3 Given no race or no ethnicity, When I save, Then it is refused and names which.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-20.4 Given the same race or ethnicity listed twice, or unknown or declined together with another, When I save, Then it is refused.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-20.5 Given an employer but no employment status, When I save, Then it is refused and asks for the status.	PROFILE,REG lakeraven-ehr
Not yet tested	S-REG-20.6 Given a registered patient, When I record their industries and occupations, Then the INDUSTRY-OCCUPATION multiple (#9000001.5201) of IHS PATIENT holds today's entry with one line per pair, no industry twice, and each with both an industry and an occupation.	PROFILE,REG bprm
Partly proven	S-REG-20.7 Given a social security number already on another patient, When I change the patient's number to it, Then it is refused and nothing is filed.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-20.8 Given I do not hold the key that shows social security numbers (AGZVIEWSSN), When I open the patient, Then the number is not shown to me.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-20.9 Given I hold only the view-only key (AGZVIEWONLY), When I open a patient, Then I can see the registration and change nothing.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-20.10 Given a patient whose name was misspelled at registration, When I correct the spelling without a change of legal name, Then PATIENT (#2) holds the corrected name and PATIENT NAME CHANGES (#9000033) is unchanged.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-21.1 Given a patient with an address on file, When I change the street address, city, state, zip code or home phone, with the date they moved, Then PATIENT (#2) holds the new address and the PREVIOUS MAIL ADDRESSES multiple (#9000001.83) of IHS PATIENT (#9000001) holds the old one, ended on the date they moved.	PROFILE,REG lakeraven-ehr
Not yet tested	S-REG-21.2 Given a street address typed with abbreviations, or a post office box or rural route in any of its common forms, When I save, Then I am shown the postal standard form and PATIENT (#2) holds the address in that form.	PROFILE,REG bprm
Not yet tested	S-REG-21.3 Given this facility's REGISTRATION PARAMETERS (#9009061) make the street address, city, state or zip code mandatory, When I save without one, Then it is refused and names the field.	PROFILE,REG bprm
Partly proven	S-REG-21.4 Given a zip code that is not 1 to 10 letters and digits, or a phone shorter than 4 digits, When I save, Then it is refused and names the format.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-21.5 Given a patient, When I change their cell phone, work phone, other phone, email, reminder preference or pharmacy residence, Then PATIENT (#2) holds the phones and IHS PATIENT (#9000001) holds the rest, and the PREVIOUS EMAIL ADDRESSES multiple (#9000001.82) holds the email that was replaced.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-21.6 Given an email address that is not in email form, When I save, Then it is refused.	PROFILE,REG lakeraven-ehr
Partly proven	S-REG-21.7 Given a date lived from that is in the future, before 1871 or before the patient's date of birth, When I save, Then it is refused.	PROFILE,REG lakeraven-ehr
Not yet tested	S-REG-22.1 Given a patient who has moved to another community, When I record the community and the date moved, Then the PREVIOUS COMMUNITY multiple (#9000001.51) of IHS PATIENT (#9000001) holds the community under that date, and IHS PATIENT (#9000001) holds it as the current community when the date is on or after the current one.	PROFILE,REG bprm
Not yet tested	S-REG-22.2 Given a community that was inactive on the date moved, When I save, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-22.3 Given a date moved in the future, before 1871, or before the patient's date of birth, or no community or date, When I save, Then it is refused and names the value.	PROFILE,REG bprm
Not yet tested	S-REG-22.4 Given a patient whose home is hard to find, When I write directions and save, Then the location-of-home word-processing field of IHS PATIENT (#9000001) holds them; and when I clear them, it holds none.	PROFILE,REG bprm
Not yet tested	S-REG-22.5 Given a patient, When I record that they can use the internet and from where, Then the INTERNET ACCESS QUESTION DATE multiple (#9000001.81) of IHS PATIENT holds today's answer with each place, and earlier answers are kept.	PROFILE,REG bprm
Not yet tested	S-REG-22.6 Given an answer that they can use the internet, When I save without saying from where, Then it is refused.	PROFILE,REG bprm
Not yet tested	S-REG-22.7 Given a previous address on file, When I correct its lines or the dates it was lived at, Then the PREVIOUS MAIL ADDRESSES multiple (#9000001.83) holds the corrected entry.	PROFILE,REG bprm
Not yet tested	S-REG-22.8 Given a date lived to before the date lived from, or either date in the future or before 1871, When I save a previous address, Then it is refused.	PROFILE,REG bprm
Partly proven	S-REG-23.1 Given a patient with no privacy notice on file, an address older than the facility allows, or coverage that has lapsed, When I open their registration, Then each error and warning is listed against the section it belongs to, with errors counted apart from warnings.	PROFILE,REG lakeraven-ehr
Test written, not run passed on bcer-9.0-20260930-6812fea-iris	S-REG-23.2 Given an error listed for a missing item, When I record the item, Then the error is no longer listed.	PROFILE,REG bprm
Not yet tested	S-REG-23.3 Given a patient under 18, When I open their registration, Then a missing sharing consent is not listed against them.	PROFILE,REG bprm
Not yet tested	S-REG-24.1 Given a patient with a privacy notice, assignment of benefits, release of information, advance directive, legal document, sharing consent, personal health record access, name change and restricted health information on file, When I open their documents, Then each is listed with its date, drawn from NOTICE OF PRIVACY PRACTICES (#9000038), the ASSIGN BENEFITS OBTAINED DATE (#9000001.71) and RELEASE OF INFORMATION (#9000001.03601) multiples, ADVANCE DIRECTIVE (#9000040), PATIENT'S LEGAL DOCS (#9000034), PATIENT NAME CHANGES (#9000033) and RESTRICTED HEALTH INFORMATION (#9000039).	PROFILE,REG bprm
Not yet tested	S-REG-24.2 Given a patient, When I print their face sheet, index card or wrist band, Then the printout carries the registration as filed in PATIENT (#2) and IHS PATIENT (#9000001) on that day, and nothing is stored.	PROFILE,REG bprm

A patient's record is maintained patient-record-is-maintained.bpmn

Picture owedbprm

Changes or retires the chart number
bprm · 5 scenarios
Picture owedbprm

Changes the legal name on proof
bprm · 4 scenarios
Picture owedbprm

Records the patient's death
bprm · 5 scenarios
Picture owedbprm

Runs the registration reports
bprm · 4 scenarios
Picture owedbprm

Assigns or works a record flag
bprm · 7 scenarios
Picture owedbprm

Tracks the request to restrict health information
bprm · 5 scenarios
Server stepno screen: the RPMS server does this

Files the chart number and its disposition
rpms
Server stepno screen: the RPMS server does this

Files the new name and keeps the old
rpms
Server stepno screen: the RPMS server does this

Files the death and closes the registration to edits
rpms
Server stepno screen: the RPMS server does this

Lists the day's activity, temporary charts and coverage
rpms
Server stepno screen: the RPMS server does this

Files the flag assignment and its history
rpms
Server stepno screen: the RPMS server does this

Files the request's status, official and date
rpms

Changes or retires the chart number
Not yet tested	S-REG-25.1 Given a patient with a chart at this facility, When I change the number, Then the HEALTH RECORD NO. multiple (#9000001.41) of IHS PATIENT (#9000001) holds the new number under this facility.	PROFILE,REGSUP bprm
Not yet tested	S-REG-25.2 Given a number already assigned to another patient at this facility, or not 1 to 6 characters in the chart-number format, When I save, Then it is refused and names the number.	PROFILE,REGSUP bprm
Not yet tested	S-REG-25.3 Given a chart registered in error, sent to archives or inactive, When I set that disposition with the date, Then the HEALTH RECORD NO. multiple (#9000001.41) holds the disposition, a status of inactivated and that date, the patient is listed with that status, and their registration can no longer be edited at this facility.	PROFILE,REGSUP bprm
Not yet tested	S-REG-25.4 Given an inactivated chart, When I set the disposition to reactivated or new chart, Then the HEALTH RECORD NO. multiple (#9000001.41) holds the disposition with no status and no inactivation date, and the registration can be edited again.	PROFILE,REGSUP bprm
Not yet tested	S-REG-25.5 Given I do not hold the registration manager key (AGZMGR), When I open a patient, Then I cannot change their chart number or disposition.	PROFILE,REGSUP bprm
Changes the legal name on proof
Not yet tested	S-REG-26.1 Given a patient with proof of a new name, When I record the new name, the proof provided and the document number, Then PATIENT (#2) holds the new name, PATIENT NAME CHANGES (#9000033) holds the change with the date, proof and document, and the OTHER NAME multiple (#2.01) holds the former name.	PROFILE,REGSUP bprm
Not yet tested	S-REG-26.2 Given no proof provided, or a name that is not `LAST,FIRST MIDDLE` or outside 3 to 30 characters, When I save, Then it is refused and names the value.	PROFILE,REGSUP bprm
Not yet tested	S-REG-26.3 Given a name change on file, When I correct its proof or document number, Then PATIENT NAME CHANGES (#9000033) holds the correction and the patient's name is unchanged.	PROFILE,REGSUP bprm
Not yet tested	S-REG-26.4 Given I do not hold the registration manager key (AGZMGR), When I open a patient, Then I cannot change their legal name.	PROFILE,REGSUP bprm
Records the patient's death
Not yet tested	S-REG-27.1 Given a living patient, When I record the date and time of death, the state, the certificate number and the preliminary cause, Then PATIENT (#2) holds the date of death and me as the user who entered it, IHS PATIENT (#9000001) holds the state, certificate number and the date edited, and the patient is listed as deceased.	PROFILE,REGSUP bprm
Not yet tested	S-REG-27.2 Given a date of death before the patient's date of birth, or in the future, When I save, Then it is refused.	PROFILE,REGSUP bprm
Not yet tested	S-REG-27.3 Given a death on file, When any user opens the patient, Then the registration can be seen and nothing in it changed.	PROFILE,REGSUP bprm
Not yet tested	S-REG-27.4 Given a death entered in error, When I clear it, Then PATIENT (#2) holds no date of death and the registration can be edited again.	PROFILE,REGSUP bprm
Not yet tested	S-REG-27.5 Given I do not hold the registration manager key (AGZMGR), When I open a patient, Then I cannot record or clear a death.	PROFILE,REGSUP bprm
Runs the registration reports
Not yet tested	S-REG-30.1 Given patients added and edited over a date range, When I run the daily activity report for those dates, Then it lists the patients by the date of their last registration update in IHS PATIENT (#9000001), or the counts of new, edited and removed, as I chose.	PROFILE,REGSUP bprm
Not yet tested	S-REG-30.2 Given patients registered quickly with a generated chart number, When I run the temporary charts report, Then it lists each patient whose number in the HEALTH RECORD NO. multiple (#9000001.41) at this facility is temporary.	PROFILE,REGSUP bprm
Not yet tested	S-REG-30.3 Given patients with coverage on file, When I run the insurance coverage or enrollment report for a resource, age range and eligibility status, Then it lists the patients whose coverage matches.	PROFILE,REGSUP bprm
Not yet tested	S-REG-30.4 Given I hold none of the keys that allow the reports (AGZMGR, AGZMENU, AGZVIEWONLY), When I open registration, Then I cannot run them.	PROFILE,REGSUP bprm
Assigns or works a record flag
Not yet tested	S-REG-28.1 Given a patient and a flag from PRF NATIONAL FLAG (#26.15) or PRF LOCAL FLAG (#26.11), When I assign it with the owner site, the narrative, who approved it and the review date, Then PRF ASSIGNMENT (#26.13) holds an active assignment for the patient with those values and the narrative, PRF ASSIGNMENT HISTORY (#26.14) holds a new-assignment action entered by me and approved by that person, and the patient is listed as flagged.	him_technician bprm
Not yet tested	S-REG-28.2 Given a flag already assigned to the patient, When I assign the same flag again, Then it is refused.	him_technician bprm
Not yet tested	S-REG-28.3 Given a flag with a review frequency, When I save with a review date before today, after today plus the frequency, or none, Then it is refused and names the date.	him_technician bprm
Not yet tested	S-REG-28.4 Given no owner site, narrative, approver or flag, When I save, Then it is refused and names the value.	him_technician bprm
Not yet tested	S-REG-28.5 Given an active assignment, When I continue or reactivate it with a reason, an approver and a new review date, Then PRF ASSIGNMENT (#26.13) holds the new review date and an active status, and PRF ASSIGNMENT HISTORY (#26.14) holds that action with the reason.	him_technician bprm
Not yet tested	S-REG-28.6 Given an active assignment, When I inactivate it, or mark it entered in error, with a reason and an approver, Then PRF ASSIGNMENT (#26.13) holds an inactive status and PRF ASSIGNMENT HISTORY (#26.14) holds that action with the reason, and the patient is no longer listed as flagged for it.	him_technician bprm
Not yet tested	S-REG-28.7 Given I do not hold the flag assignment key (DGPF ASSIGNMENT), When I open a patient, Then I cannot assign a new flag.	him_technician bprm
Tracks the request to restrict health information
Not yet tested	S-REG-29.1 Given a patient who asks for a restriction, When I record it as pending with the date and the reason, Then RESTRICTED HEALTH INFORMATION (#9000039) holds the patient with that status, reason and date, entered by me today, and the patient is listed as restricted.	him_technician bprm
Not yet tested	S-REG-29.2 Given a pending request, When I record it as approved with the date and the approving official, Then RESTRICTED HEALTH INFORMATION (#9000039) holds the approval with that official and date, by me today.	him_technician bprm
Not yet tested	S-REG-29.3 Given a request, When I record it as not approved, or revoked, with the date and the official, Then RESTRICTED HEALTH INFORMATION (#9000039) holds that status with the official and date.	him_technician bprm
Not yet tested	S-REG-29.4 Given a status that needs a date or an official, When I save without them, or with an official's name outside 3 to 20 characters, or with no reason, Then it is refused and names the value.	him_technician bprm
Not yet tested	S-REG-29.5 Given a request entered in error, When I mark it so, Then RESTRICTED HEALTH INFORMATION (#9000039) holds that status with me and today, and the patient is no longer listed as restricted.	him_technician bprm

W07 Reporting (limited) in

A site manager runs the clinic's reports report-is-run.bpmn

Picture owedterminal

Runs visit counts by clinic and provider
terminal · 1 scenario
Server stepno screen: the RPMS server does this

Counts the visits in the period
rpms
Picture owedterminal

Runs the incomplete visits report
terminal · 1 scenario
Server stepno screen: the RPMS server does this

Lists visits missing a signed note or POV
rpms

Runs visit counts by clinic and provider
Not yet tested	S-RPT-01.1 Given visits filed over a week, When I run the visit report for that week, Then the counts per clinic and provider match the visits in VISIT (#9000010).	site_manager terminal
Runs the incomplete visits report
Not yet tested	S-RPT-02.1 Given a visit with an unsigned note, When I run the incomplete visits report, Then that visit is on it with the provider's name.	site_manager terminal

W08 Billing and Revenue Cycle (Medicare and Medicaid) in

A visit is coded and billed visit-is-billed.bpmn

Codes the visit: E&M and purpose of visit
vuecentric
Server stepno screen: the RPMS server does this

Holds the visit for billing
rpms
Picture owedterminal

Reviews the claim in Third Party Billing
terminal · 1 scenario
Picture owedterminal

Approves the claim
terminal · 2 scenarios
Picture owedterminal

Exports the claim
terminal · 1 scenario

Reviews the claim in Third Party Billing
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb	S-BIL-01.1 Given a coded visit for a patient with Medicaid eligibility on the visit date, When claims are generated, Then a claim for Medicaid exists for that visit with its CPT and ICD codes.	PROFILE,BILL terminal
Approves the claim
Partly proven passed on bcer-9.0-20261109-d3adcff-ydb	S-BIL-02.1 Given a claim with no errors, When I approve it, Then a bill exists with a bill number and the claim is closed.	PROFILE,BILL terminal
Not yet tested	S-BIL-02.2 Given a claim with an error (a missing provider NPI), When I try to approve it, Then approval is refused and the error is named.	PROFILE,BILL terminal
Exports the claim
Partly proven passed on bcer-9.0-20261109-d3adcff-ydb	S-BIL-03.1 Given approved Medicaid bills, When I export them, Then an 837P file is written with one claim per bill.	PROFILE,BILL terminal

W09 Credentialing (limited) in

A provider is credentialed provider-is-credentialed.bpmn

Picture owedterminal

Records licences, DEA and expiry
terminal · 1 scenario
Server stepno screen: the RPMS server does this

Files the credentials
rpms
Picture owedterminal

Creates the user: person class, NPI, keys
terminal · 1 scenario
Server stepno screen: the RPMS server does this

Files the user
rpms
Picture owedterminal

Sets their electronic signature
terminal · 1 scenario

Records licences, DEA and expiry
Not yet tested	S-CRD-02.1 Given a licence expiring in 30 days, When I run the expiring credentials report, Then that provider and licence are on it.	credentialing_coordinator terminal
Creates the user: person class, NPI, keys
Not yet tested	S-CRD-01.1 Given a new provider, When I create the user with a person class and the PROVIDER key, Then they can sign on to VueCentric, and appear as a selectable provider on a visit.	credentialing_coordinator terminal
Sets their electronic signature
Not yet tested	S-CRD-04.1 Given a new provider user, When I set my electronic signature code, Then signing a note with it succeeds and the note shows my signature block.	PROFILE,MD vuecentric

W04 Provider/MA Visit, Encounter and Note-Taking implied

A provider sees the patient clinician-sees-the-patient.bpmn

Picture oweddialog/Encounter
capture: header: click Current Encounter (`__PARTS__=header`)

Selects or creates the visit
vuecentric · 2 scenarios
Picture owedtab/Triage
capture: tab

Reviews the care team's charting
vuecentric · 1 scenario
Reviews problems, sets the purpose of visit
vuecentric · 3 scenarios
Reconciles medications
vuecentric · 1 scenario
Enters orders
vuecentric · 2 scenarios
Writes and signs the note
vuecentric · 2 scenarios
Server stepno screen: the RPMS server does this

Files the note; the visit is ready for coding
rpms

Selects or creates the visit
Planned	S-VIS-01.1 Given a checked-in appointment, When I open the encounter dialog, Then today's visit for that clinic is offered and selecting it puts it in context.	PROFILE,MD vuecentric
Not yet tested	S-VIS-01.2 Given a walk-in with no appointment, When I create a visit for my clinic and now, Then a new visit exists and is in context.	PROFILE,MD vuecentric
Reviews the care team's charting
Planned	S-VIS-08.1 Given a chief complaint, vitals, education, exams, health factors and reproductive factors filed on today's visit by others, When I open the visit, Then each shows with who entered it, and nothing from another visit.	PROFILE,MD vuecentric
Reviews problems, sets the purpose of visit
Not yet tested	S-VIS-02.1 Given a patient with active problems, When I select a problem as a POV, Then a V POV entry exists on the visit with the problem's code.	PROFILE,MD vuecentric
Planned	S-VIS-02.2 Given a new diagnosis, When I add it as a problem and a POV, Then it is on the problem list and on the visit.	PROFILE,MD vuecentric
Planned	S-VIS-02.3 Given a new diagnosis, When I add it as a problem and do not use it as a POV, Then it is on the problem list (PROBLEM, #9000011) and no V POV (#9000010.07) is filed for it on the visit.	PROFILE,MD vuecentric
Reconciles medications
Not yet tested	S-VIS-06.1 Given clinic and outside medications on the Medications tab, When I mark each continued, changed or stopped, Then the list shows the result and the reconciliation is recorded on the visit.	PROFILE,MD vuecentric
Enters orders
Planned	S-VIS-03.1 Given a visit in context, When I pick a quick order and sign it, Then the order is active on the Orders tab.	PROFILE,MD vuecentric
Planned	S-VIS-03.2 Given a visit in context, When I enter an outpatient medication with dose, route, schedule, days supply, quantity and refills, accept it, and sign it later together with the note, Then ORDER (#100) holds it unsigned until then, and signing the note and the orders together releases it.	PROFILE,MD vuecentric
Writes and signs the note
Planned	S-VIS-04.1 Given a visit in context, When I pick a note title, fill the template and sign with my electronic signature, Then the note is signed (TIU DOCUMENT) and linked to the visit.	PROFILE,MD vuecentric
Planned	S-VIS-04.2 Given a wrong electronic signature code, When I sign, Then the note stays unsigned and I am told why.	PROFILE,MD vuecentric

Not yet placed on a journey step

These scenarios count, but their story names no step of a drawn journey yet.

Partly proven passed on bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb	S-SGN-03.1 Given a patient with active problems, medications and an allergy, When I select the patient, Then the Cover Sheet shows each of them, and today's vitals once they are taken.	PROFILE,MD rpc
Partly proven	S-CHT-01.1 Given a patient in PATIENT (#2) with a health record number at this facility, When I search by last name, by health record number, by date of birth, or by the last four digits of the social security number (alone, or after the first letter of the last name), Then each search lists the patient with name, date of birth, sex and health record number, and never the full social security number.	PROFILE,MD lakeraven-ehr
Partly proven	S-CHT-01.2 Given I have opened other patients' charts before, When I am on the empty search with nothing typed, Then my recent patients are listed, the most recent first, and opening one opens their chart; another user on the same workstation does not see my list.	PROFILE,MD lakeraven-ehr
Not yet tested	S-CHT-01.3 Given a patient with an allergy in PATIENT ALLERGIES (#120.8) and an active flag in PRF ASSIGNMENT (#26.13), When I open their chart, Then a banner shows the name together with the date of birth and the health record number, the allergy and the flag, and the patient's own navigation appears beside it.	PROFILE,MD vuecentric
Not yet tested	S-CHT-01.4 Given a patient whose record is marked sensitive in DG SECURITY LOG (#38.1), When I choose them from the search or my recent patients, Then I see the sensitive-record warning before any of the chart is shown, and the rules of S-REG-04 apply: accepting opens the chart and logs my access in DG SECURITY LOG (#38.1), declining opens nothing and logs nothing.	PROFILE,MD vuecentric
Not yet tested	S-CHT-01.5 Given a patient's chart is open, When I close the chart, or switch patient and pick another, Then the first patient's banner and navigation are gone, and either the empty search is shown or the new patient's chart opens with their own banner.	PROFILE,MD vuecentric
Not yet tested	S-CHT-01.6 Given a patient's chart is open, When a request names another patient, or a patient identifier that is not in PATIENT (#2), Then the screen shows the patient the request names, with nothing of the first patient on it, or says there is no such patient and opens no chart.	PROFILE,MD vuecentric
Not yet tested	S-CHT-01.7 Given a patient's chart is open, When I move to any screen of the chart, Then the patient bar stays in view with the patient's picture (their photo where RPMS holds one, otherwise their initials), name, age and sex, and with no patient open the same place holds the search.	PROFILE,MD vuecentric
Not yet tested	S-CHT-01.8 Given the patient is with me and their chart is open, When I open the verifying details from the patient bar, Then I see what confirms who is in front of me (full date of birth, health record number, address and phone, and the last four digits of the social security number only if I hold AGZVIEWSSN), they close again when I leave the bar or after a short time, and opening them is recorded in the audit trail under my name.	PROFILE,MD vuecentric
Not yet tested	S-CHT-01.9 Given a patient's chart is open, When I search for another patient from the patient bar, Then I can find them as in S-CHT-01.1 without first closing the chart, and opening them switches the chart as in S-CHT-01.5.	PROFILE,MD vuecentric
Planned	S-VIS-05.1 Given a visit in context, When I record an immunization with lot and site, Then it is filed on the visit and on the patient's immunization history.	PROFILE,MA vuecentric
Planned	S-VIS-07.1 Given a visit in context, When I pick a quick-note title, complete its template and sign with my electronic signature, Then TIU DOCUMENT (#8925) holds the note signed and linked to the visit.	PROFILE,MA vuecentric
Planned	S-VIS-07.2 Given a quick note I have written, When I cancel the signature, Then the note is saved unsigned on the visit and stays on my list of unsigned notes.	PROFILE,MA vuecentric
Not yet tested	S-WCC-01.1 Given a child with heights and weights on file, When I open the growth charts, Then each measurement from V MEASUREMENT (#9000010.01) is plotted at the child's age against the curves for the child's sex, and the table view lists the same values.	PROFILE,MD vuecentric
Not yet tested	S-WCC-01.2 Given a child with no measurement of one kind (head circumference), When I open that chart, Then the chart is empty and says so, rather than showing another child's data.	PROFILE,MD vuecentric
Not yet tested	S-WCC-01.3 Given a patient older than 21, When I open the Well Child tab, Then no growth chart is drawn and I am told the patient must be 21 or younger.	PROFILE,MD vuecentric
Not yet tested	S-WCC-02.1 Given a child at a well-child visit, When I open the well-child reminders, Then the exams, screenings and education due at the child's age are listed, and those already done are not listed as due.	PROFILE,MD vuecentric
Not yet tested	S-WCC-03.1 Given a child at a well-child visit, When I open the education list, Then the topics due for the child's age are listed, and topics already documented are marked done.	PROFILE,RN vuecentric
Not yet tested	S-WCC-03.2 Given I document a topic as given, with the parent's level of understanding, When I save, Then it is filed on the visit in V PATIENT ED (#9000010.16).	PROFILE,RN vuecentric
Planned	S-WH-01.1 Given a patient, When I record gravida, full-term, premature, ectopic and multiple births, living children and the last menstrual period, and save, Then they are on file for the patient in REPRODUCTIVE FACTORS with today's date.	PROFILE,RN vuecentric
Not yet tested	S-WH-01.2 Given a value that cannot be true (more full-term births than gravida), When I save, Then it is refused and names the value.	PROFILE,RN vuecentric
Not yet tested	S-WH-01.3 Given a patient who is breastfeeding, When I record her lactation status, Then it is on file for the patient with today's date.	PROFILE,RN vuecentric
Not yet tested	S-WH-02.1 Given a patient, When I record a contraception method with its start date, Then it is listed as current.	PROFILE,RN vuecentric
Not yet tested	S-WH-02.2 Given a current method, When I record its end date, Then it is no longer listed as current and its history is kept.	PROFILE,RN vuecentric
Not yet tested	S-PRG-01.1 Given a pregnant patient, When I add a problem to the pregnancy issues list, Then it is listed for the current pregnancy and is on the patient's integrated problem list (PROBLEM #9000011).	PROFILE,MD vuecentric
Not yet tested	S-PRG-01.2 Given the pregnancy's definitive estimated date of delivery, When I record it, Then it is on file for the pregnancy and shown on the list.	PROFILE,MD vuecentric
Not yet tested	S-PRG-01.3 Given a pregnancy problem addressed today, When I set it as a purpose of visit, Then it is filed as a POV (V POV #9000010.07) on today's visit.	PROFILE,MD vuecentric
Not yet tested	S-PRG-01.4 Given a problem added in error, When I delete it from the pregnancy list, Then I am asked whether to remove it from the problem list too, and the chosen record is removed.	PROFILE,MD vuecentric
Not yet tested	S-PRG-01.5 Given a male patient, When I open the Pregnancy tab, Then no pregnancy list is offered, and I am told the patient must be female.	PROFILE,MD vuecentric
Not yet tested	S-PRG-01.6 Given the prenatal pick list (on the Women's Health tab), When I pick a problem from it for a pregnant patient, Then it is added to the current pregnancy's list.	PROFILE,MD vuecentric
Not yet tested	S-PRG-02.1 Given a child 5 years old or younger at a visit, When I record the feeding choice and save, Then it is filed on the visit.	PROFILE,RN vuecentric
Not yet tested	S-PRG-02.2 Given a patient older than 5, When I open infant feeding, Then no entry can be made.	PROFILE,RN vuecentric

W05 Diagnosis and Procedure Coding implied

A visit is coded and billed visit-is-billed.bpmn

Codes the visit: E&M and purpose of visit
vuecentric · 3 scenarios
Server stepno screen: the RPMS server does this

Holds the visit for billing
rpms · 1 scenario
Picture owedterminal

Reviews the claim in Third Party Billing
terminal
Picture owedterminal

Approves the claim
terminal
Picture owedterminal

Exports the claim
terminal

Codes the visit: E&M and purpose of visit
Not yet tested	S-COD-01.1 Given a signed note, When I choose the E&M level on the visit, Then a V CPT entry with the E&M code exists on the visit.	PROFILE,MD vuecentric
Not yet tested	S-COD-04.1 Given today's visit, When I choose new or established patient and the level of service, and save, Then the matching E&M code is filed on the visit in V CPT (#9000010.18).	PROFILE,MD vuecentric
Not yet tested	S-COD-04.2 Given a visit dated after a code was retired (99201, retired January 2021), When I open the E&M tool, Then the retired code is not offered.	PROFILE,MD vuecentric
Holds the visit for billing
Not yet tested	S-COD-02.1 Given a signed, coded visit, When I change a POV's ICD-10 code, Then the visit shows the corrected code and who changed it.	coder vuecentric

Not yet placed on a journey step

These scenarios count, but their story names no step of a drawn journey yet.

Not yet tested	S-COD-03.1 Given the stack's build, When I look up a code added in this fiscal year's update, Then it is found and active.	coder vuecentric
Not yet tested	S-SRV-01.1 Given today's visit and the clinic's superbill, When I pick services and save, Then each is filed on the visit in V CPT (#9000010.18).	PROFILE,MD vuecentric
Not yet tested	S-SRV-02.1 Given a visit, When I add a CPT code with a modifier, a quantity and an associated diagnosis, and save, Then the V CPT entry on the visit holds the code, modifier, quantity and diagnosis.	coder vuecentric
Not yet tested	S-SRV-02.2 Given a procedure added in error, When I delete it, Then it is no longer on the visit.	coder vuecentric
Planned	S-SRV-03.1 Given today's visit, When I record the activity, the encounter time and the travel time, and save, Then they are on file for the visit.	PROFILE,RN vuecentric

W02 Scheduling undecided

An appointment is booked and the patient checks in appointment-is-booked.bpmn

Picture owedbprm

Puts the patient on the clinic's wait list
bprm · 9 scenarios
Server stepno screen: the RPMS server does this

Files the entry on the clinic's wait list
rpms
Picture owedbprm

Finds an open slot and books the patient
bprm · 28 scenarios
Server stepno screen: the RPMS server does this

Files the appointment on the clinic and the patient
rpms
Picture owedbprm

Prints the appointment letter
bprm · 5 scenarios
Picture owedbprm

Checks the patient in
bprm · 14 scenarios
Picture owedbprm

Marks the appointment a no-show
bprm · 5 scenarios
Server stepno screen: the RPMS server does this

Files the no-show and frees the slot
rpms
Picture owedbprm

Cancels or reschedules the appointment, with a reason
bprm · 15 scenarios
Server stepno screen: the RPMS server does this

Files the cancellation and frees the slot
rpms
Server stepno screen: the RPMS server does this

Marks the appointment checked in and creates the visit
rpms

Puts the patient on the clinic's wait list
Partly proven passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-10.1 Given a patient who needs an appointment and a clinic with a wait list, When I add them with the date added, a reason, a priority, a provider, a recall date and comments, Then WAITING LIST (#9009017.1) for that clinic holds the patient (#9009017.11) with those values and me as the user who added them, and the reason is one typed for adding in WAITING LIST REASON (#9009017.4).	PROFILE,SCHED rpc
Partly proven	S-SCH-10.2 Given no patient, clinic, date added, reason or recall date, When I save, Then it is refused and nothing is filed.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-10.3 Given a clinic whose wait list is marked inactive in WAITING LIST (#9009017.1), When I add a patient, Then that clinic cannot be chosen.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-10.4 Given an open entry, When I change its reason, priority, provider, recall date or comments, Then the entry holds the new values and is still open.	PROFILE,SCHED lakeraven-ehr
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-10.5 Given an open entry, When I remove it with the date removed and a resolution typed for removal in WAITING LIST REASON (#9009017.4), Then the entry holds that date, resolution and me as the user who removed it, and it is closed.	PROFILE,SCHED rpc
Partly proven	S-SCH-10.6 Given a removal without a date removed or a resolution, When I save, Then it is refused and the entry stays open.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-10.7 Given an open entry, When I book the patient from the wait list into a slot of that clinic, Then the appointment is filed as in S-SCH-01.1 and the entry is closed today with the resolution that an appointment was made and a comment naming the clinic and time.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-10.8 Given a closed entry, When I open the wait list, Then I can read and edit it but neither remove it nor book from it again.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-10.9 Given entries across my clinics, open and closed, When I list one clinic's wait list for a recall-date range, open only, Then exactly the open entries of that clinic with a recall date in the range are listed, in recall-date then priority order.	PROFILE,SCHED lakeraven-ehr
Finds an open slot and books the patient
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb	S-SCH-01.1 Given a clinic with open slots on a date, When I pick a slot and a registered patient, Then the appointment shows on the clinic's schedule and in the patient's appointments.	PROFILE,SCHED bprm
Partly proven	S-SCH-01.2 Given a slot that is full, When I try to book it, Then I am told it is full, or asked to overbook if I hold the key for it.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-01.3 Given a slot chosen but no patient, date, time or appointment length, When I save, Then it is refused and names the missing value, and nothing is filed.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-01.4 Given a note on the appointment shorter than 2 or longer than 150 characters, or one containing a semicolon or a colon, When I save, Then it is refused and no appointment is filed.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-01.5 Given the patient already has an active appointment (not cancelled, not a no-show) at that date and time in PATIENT (#2.98), When I book, Then it is refused and the existing appointment is unchanged.	PROFILE,SCHED lakeraven-ehr
Not yet tested	S-SCH-01.6 Given a patient with a date of death in PATIENT (#2), When I book, Then it is refused.	PROFILE,SCHED bprm
Partly proven	S-SCH-01.7 Given a clinic whose inactivate date in HOSPITAL LOCATION (#44) is on or before the chosen date and whose reactivate date is absent or later, When I book, Then it is refused and nothing is filed.	PROFILE,SCHED lakeraven-ehr
Not yet tested	S-SCH-01.8 Given a date further ahead than the clinic's maximum days for future booking in HOSPITAL LOCATION (#44), When I book, Then it is refused.	PROFILE,SCHED bprm
Partly proven	S-SCH-01.9 Given a time with no access block for the clinic's resource in BSDX ACCESS BLOCK (#9002018.3), or one whose access type in BSDX ACCESS TYPE (#9002018.35) prevents access, When I book without the master overbook right on that resource in BSDX RESOURCE USER (#9002018.15) and without SDZSUP, Then it is refused; with either, I am asked to confirm and the appointment is filed as an overbook.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-01.10 Given a slot whose active appointments already equal the block's slot count, the overbook right on that resource for me in BSDX RESOURCE USER (#9002018.15), and fewer overbooks today on the clinic than its OVERBOOKS/DAY MAXIMUM (#44, field 1918), When I confirm the overbook, Then the appointment is on the clinic in HOSPITAL LOCATION (#44.003) and on the patient in PATIENT (#2.98), marked as an overbook in OVERBOOK (#44.003, field 9). (BPRM sets it itself after `MAKE^BSDAPI`, in `BSD_SetPatientAppointmentV4M`. Neither MAKE^BSDAPI nor BSDX ADD NEW APPOINTMENT sets it, so a booking through the BSDX RPC is not marked.)	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-01.11 Given a full slot and the clinic's overbooks for that day already at its maximum, and I hold neither the master overbook right on the resource nor SDZSUP, When I try to book, Then it is refused and no appointment is filed.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-01.12 Given I hold neither SDZSUP nor SDZMENU, When I open scheduling, Then I cannot see a clinic's schedule or book, cancel, check in, check out or run a scheduling report.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-01.13 Given a clinic whose resource gives my user no right to modify appointments in BSDX RESOURCE USER (#9002018.15), or a clinic marked as prohibiting access in HOSPITAL LOCATION (#44), and I do not hold SDZSUP, When I open its schedule, Then I can see it but cannot book, cancel, check in or out, or mark a no-show on it.	PROFILE,SCHED lakeraven-ehr
Not yet tested	S-SCH-01.14 Given a clinic that is not in HOSPITAL LOCATION (#44), When I book, Then it is refused and names the clinic, and nothing is filed.	PROFILE,SCHED bprm
Partly proven passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-04.1 Given a clinic whose resource in BSDX RESOURCE (#9002018.1) has access blocks in BSDX ACCESS BLOCK (#9002018.3) over a week, When I search for slots of the clinic's appointment length between two dates, Then every slot returned starts inside one of those blocks on a day in the range, no earlier than the clinic's display start hour in HOSPITAL LOCATION (#44), ends within the block, and the block has fewer active appointments (scheduled, checked in or checked out) over that time than its slot count.	PROFILE,SCHED rpc
Partly proven	S-SCH-04.2 Given an access block whose access type in BSDX ACCESS TYPE (#9002018.35) prevents access, When I search, Then no slot inside it is returned.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-04.3 Given a date in HOLIDAY (#40.5) and a clinic that does not schedule on holidays in HOSPITAL LOCATION (#44), When I search across it, Then no slot on that date is returned; a clinic that schedules on holidays returns its slots as usual.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-04.4 Given dates beyond the clinic's maximum days for future booking, or inside its inactive period, in HOSPITAL LOCATION (#44), When I search, Then no slot on those dates is returned.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-04.5 Given I restrict the search to mornings or to afternoons, When I search, Then only slots starting before noon, or from noon, are returned.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-04.6 Given I restrict the search to one access type, When I search, Then only slots in blocks of that type are returned.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-04.7 Given a slot found by the search, When I pick it and name a registered patient, Then the appointment is filed as in S-SCH-01.1 at that time with the slot's length.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-05.1 Given clinics whose resources name my user in BSDX RESOURCE USER (#9002018.15) at this facility, When I open the schedule, Then exactly those clinics are offered to me; holding SDZSUP, every clinic resource of the facility in BSDX RESOURCE (#9002018.1) is.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-05.2 Given a clinic's access blocks for the week in BSDX ACCESS BLOCK (#9002018.3) and a date in HOLIDAY (#40.5), When I view a day, Then each block shows with its access type and slot count, and the holiday shows as blocked for the whole day unless the clinic schedules on holidays in HOSPITAL LOCATION (#44).	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-05.3 Given appointments of every status on a day, When I view the day, Then each shows with its status (scheduled, checked in, checked out, cancelled by clinic, cancelled by patient or no-show), and overbooks are marked.	PROFILE,SCHED lakeraven-ehr
Not yet tested	S-SCH-05.4 Given another user books, cancels or checks in an appointment on a clinic I am viewing, When they save, Then my view shows the change without my reloading it.	PROFILE,SCHED bprm
Partly proven	S-SCH-05.5 Given today's appointments across several of my clinics, When I list them filtered to checked in, Then exactly those checked in and neither checked out nor cancelled are listed; and I can list today's, future, past or all appointments, sorted by appointment time, patient, check-in, check-out or no-show/cancel time.	PROFILE,SCHED lakeraven-ehr
Partly proven passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-05.6 Given a patient with appointments in several clinics, When I open that patient's appointments, Then every one is listed with its clinic and division, status, type (scheduled or walk-in), who made it and when, and its check-in, check-out and cancellation details, and I can act on those in my clinics.	PROFILE,SCHED rpc
Partly proven	S-SCH-05.7 Given a patient with past, today's and future appointments, When I list that patient's appointments for today, for the past or for the future, Then only those are listed, and a list with none says so.	PROFILE,SCHED lakeraven-ehr
Prints the appointment letter
Not yet tested	S-SCH-11.1 Given a clinic whose pre-appointment letter in HOSPITAL LOCATION (#44) names a template in LETTER (#407.5), and patients with scheduled appointments in a date range, When I print the clinic's pre-appointment letters for that range, Then one letter per patient is produced with their name, address and health record number, the template's opening and closing text, and each of their appointments in the range with clinic and time; cancelled, no-show and checked-in appointments and deceased patients are left out.	PROFILE,SCHED bprm
Not yet tested	S-SCH-11.2 Given a template that greets the parents and a patient under 18, When I print, Then that patient's letter is addressed to their parents.	PROFILE,SCHED bprm
Not yet tested	S-SCH-11.3 Given appointments in the range cancelled by the clinic, cancelled by the patient, and marked no-show in PATIENT (#2.98), When I print letters of one of those three kinds, Then only the patients with appointments of that kind get a letter, on the clinic's template of that kind.	PROFILE,SCHED bprm
Not yet tested	S-SCH-11.4 Given a clinic with no template of the chosen kind in HOSPITAL LOCATION (#44) and none chosen by hand, or no appointments of that kind in the range, When I print, Then no letter is produced and I am told which of the two it was.	PROFILE,SCHED bprm
Not yet tested	S-SCH-11.5 Given one appointment that is scheduled, cancelled or a no-show, When I print its letter from the appointment, Then only that patient's letter of the matching kind is produced.	PROFILE,SCHED bprm
Checks the patient in
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-03.1 Given a patient with an appointment today, When I check them in, Then the appointment shows checked in with the time, and a visit is created for the clinic and date.	PROFILE,REG rpc
Not yet tested	S-SCH-03.2 Given a patient with an appointment today and a clinic with a default provider, When I check them in naming the provider, Then HOSPITAL LOCATION (#44.003) holds the check-in time, me as the user who checked in and when it was entered, and VISIT (#9000010) holds a visit for the patient at the clinic on that date with that provider.	PROFILE,REG bprm
Partly proven	S-SCH-03.3 Given a check-in date that differs from the appointment's date, or lies in the future, When I save, Then it is refused and nothing is filed.	PROFILE,REG lakeraven-ehr
Partly proven	S-SCH-03.4 Given a clinic that requires a visit provider in CLINIC SETUP PARAMETERS (#9009017.2), When I check in without naming one, Then it is refused.	PROFILE,REG lakeraven-ehr
Partly proven	S-SCH-03.5 Given a clinic set up to use several clinic stop codes in CLINIC SETUP PARAMETERS (#9009017.2), When I check in without choosing a stop from CLINIC STOP (#40.7), Then it is refused; a clinic with one stop files its own.	PROFILE,REG lakeraven-ehr
Not yet tested	S-SCH-03.6 Given a patient whose health record number at this facility is a temporary one, When I check them in, Then it is refused.	PROFILE,REG bprm
Partly proven	S-SCH-03.7 Given an appointment already checked in, checked out, cancelled or marked no-show, When I check it in, Then it is refused.	PROFILE,REG lakeraven-ehr
Not yet tested	S-SCH-03.8 Given a check-in with a routing slip asked for on a named printer, When I save, Then the routing slip for that patient and appointment prints to that device after the check-in is filed.	PROFILE,REG bprm
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-03.9 Given a checked-in appointment, When I undo the check-in, Then HOSPITAL LOCATION (#44.003) no longer holds a check-in time or user and the appointment is scheduled again.	PROFILE,REG rpc
Planned	S-SCH-03.10 Given two clinics of one division, each set to create a visit at check-in (CLINIC SETUP PARAMETERS #9009017.2, CREATE VISIT AT CHECK-IN?), and a patient with an appointment today at each, When I check the patient in at each clinic, Then each check-in leaves a VISIT (#9000010) whose HOSPITAL LOCATION is the clinic it was checked in at, so visits at the same division's clinics are told apart. (At the demo site: DEMO PRIMARY CARE and DEMO IHS CLINIC. It needs a BSDX resource per clinic and DEMO PRIMARY CARE creating a visit at check-in, rpms-ops#870.)	PROFILE,REG rpc
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-06.1 Given a registered patient at the window with no appointment and a clinic I may modify appointments on, When I book a walk-in at the current time naming the provider and clinic stop, Then the appointment is on the clinic in HOSPITAL LOCATION (#44.003) and on the patient in PATIENT (#2.98) typed as a walk-in, checked in at that time by me, and VISIT (#9000010) holds the visit.	PROFILE,REG rpc
Partly proven	S-SCH-06.2 Given the current slot is full or blocked, When I book the walk-in, Then the overbook rules of S-SCH-01 apply.	PROFILE,REG lakeraven-ehr
Partly proven	S-SCH-06.3 Given a required check-in value missing (the provider when the clinic requires one, the stop when it uses several, the check-in time), When I save, Then it is refused and neither an appointment nor a visit is filed.	PROFILE,REG lakeraven-ehr
Not yet tested	S-SCH-06.4 Given the patient has an open entry on this clinic's wait list, When I book the walk-in and ask to take them off it, Then their entry in WAITING LIST (#9009017.11) is closed today with the resolution that an appointment was made.	PROFILE,REG bprm
Marks the appointment a no-show
Partly proven passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-08.1 Given a scheduled appointment whose time has passed with no check-in, When I mark it a no-show with remarks, Then PATIENT (#2.98) holds the status no-show, me as who marked it, when, the clinic and the remarks, and the appointment no longer counts against the slot.	PROFILE,SCHED rpc
Partly proven	S-SCH-08.2 Given an appointment whose time has not yet passed, or one already checked in, cancelled or a no-show, When I mark it a no-show, Then it is refused.	PROFILE,SCHED lakeraven-ehr
Not yet tested	S-SCH-08.3 Given remarks shorter than 3 or longer than 160 characters, When I save, Then it is refused.	PROFILE,SCHED bprm
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-08.4 Given a no-show appointment, When I undo the no-show, Then PATIENT (#2.98) no longer holds the no-show status and the appointment is on the clinic again in HOSPITAL LOCATION (#44.003) with its length and note.	PROFILE,SCHED rpc
Not yet tested	S-SCH-08.5 Given a no-show appointment whose slot has since been filled, When I undo the no-show, Then it is refused.	PROFILE,SCHED bprm
Cancels or reschedules the appointment, with a reason
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-02.1 Given a booked appointment, When I cancel it with a reason, Then the slot is open again and the appointment is marked cancelled by patient or clinic, with the reason.	PROFILE,SCHED rpc
Partly proven	S-SCH-02.2 Given a booked appointment, When I cancel it without saying whether the patient or the clinic cancelled, or without a reason, Then it is refused and the appointment stays booked.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-02.3 Given cancellation remarks shorter than 3 or longer than 160 characters, When I save, Then it is refused.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-02.4 Given reasons in CANCELLATION REASONS (#409.2) typed for the clinic, for the patient or for both, When I cancel on the clinic's behalf, Then only a reason typed clinic or both can be filed, and likewise patient or both when the patient cancelled.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-02.5 Given an appointment the patient has already been checked in for, When I cancel it, Then it is refused; the check-in has to be undone first.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-02.6 Given an appointment already cancelled or marked no-show, When I cancel it, Then it is refused.	PROFILE,SCHED lakeraven-ehr
Not yet tested	S-SCH-02.7 Given a booked appointment, When I cancel it on the clinic's behalf with a reason and remarks, Then PATIENT (#2.98) holds the status cancelled by clinic, who cancelled it, when, the reason and the remarks, and the entry on the clinic in HOSPITAL LOCATION (#44.003) is gone so the slot counts as free.	PROFILE,SCHED bprm
Partly proven	S-SCH-02.8 Given a booked appointment and an open slot in the same or another of my clinics, When I move it there with a cancellation type and reason, Then the original is cancelled in PATIENT (#2.98) with that type and reason and a remark that it was rescheduled to the new time, and a new appointment is filed at the new time in HOSPITAL LOCATION (#44.003) and PATIENT (#2.98) carrying the original's note.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-02.9 Given an appointment that is checked in, cancelled or a no-show, When I try to move it, Then it is refused.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-02.10 Given the new slot is full or blocked, When I move an appointment there, Then the overbook rules of S-SCH-01 apply, and when they refuse the original stays booked.	PROFILE,SCHED lakeraven-ehr
Not yet tested	S-SCH-02.11 Given an appointment cancelled by the patient or by the clinic, When I undo the cancellation with an appointment length, Then PATIENT (#2.98) no longer holds a cancellation status, reason or canceller, and the appointment is on the clinic again in HOSPITAL LOCATION (#44.003) with that length.	PROFILE,SCHED bprm
Not yet tested	S-SCH-02.12 Given a cancelled appointment whose slot has since been filled, When I undo the cancellation, Then it is refused.	PROFILE,SCHED bprm
Not yet tested	S-SCH-02.13 Given an appointment that is not cancelled, When I undo a cancellation, Then it is refused.	PROFILE,SCHED bprm
Not yet tested	S-SCH-02.14 Given an appointment that is on neither the clinic in HOSPITAL LOCATION (#44.003) nor the patient in PATIENT (#2.98), When I cancel it, Then it is refused and nothing is filed.	PROFILE,SCHED bprm
Not yet tested	S-SCH-02.15 Given another user holds the lock on the patient's appointments in PATIENT (#2.98), When I cancel one, Then it is refused, I am told another user is working with this patient, and the appointment stays booked.	PROFILE,SCHED bprm

The patient leaves with a visit summary visit-summary-is-given.bpmn

Records education and instructions
vuecentric
Server stepno screen: the RPMS server does this

Files patient education and instructions
rpms
Sets care-plan goals
vuecentric
Prints the after-visit summary
vuecentric
Server stepno screen: the RPMS server does this

Builds the summary from the visit
rpms
Picture owedprint

Reads the summary and care plan
print
Picture owedbprm

Checks the patient out
bprm · 6 scenarios
Server stepno screen: the RPMS server does this

Files the check-out time on the appointment
rpms

Checks the patient out
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-07.1 Given a checked-in appointment, When I check the patient out with the time, Then HOSPITAL LOCATION (#44.003) holds the check-out time, me as the user who checked out and when it was entered.	PROFILE,REG rpc
Partly proven	S-SCH-07.2 Given an appointment that is not checked in, When I check it out, Then it is refused.	PROFILE,REG lakeraven-ehr
Partly proven	S-SCH-07.3 Given a check-out date before the appointment's date or in the future, or a check-out time earlier than the check-in time on the same day, When I save, Then it is refused and nothing is filed.	PROFILE,REG lakeraven-ehr
Partly proven	S-SCH-07.4 Given a check-out time more than five minutes ahead of the server's clock, When I save, Then it is refused; a time a few minutes ahead is filed as the server's current time.	PROFILE,REG lakeraven-ehr
Not yet tested	S-SCH-07.5 Given a patient who needs a follow-up and no slot to give them, When I check them out and add them to the clinic's wait list with a reason, priority and recall date, Then WAITING LIST (#9009017.1) for the clinic holds the patient (#9009017.11) with those values, today as the date added, me as the user who added them and the clinic's default provider.	PROFILE,REG bprm
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-07.6 Given a checked-out appointment, When I undo the check-out, Then HOSPITAL LOCATION (#44.003) no longer holds a check-out time or user and the appointment is checked in again.	PROFILE,REG rpc

The scheduler keeps the schedule current schedule-is-maintained.bpmn

Picture owedbprm

Corrects an appointment's note, remarks or length
bprm · 4 scenarios
Picture owedbprm

Writes or corrects a letter template
bprm · 4 scenarios
Picture owedbprm

Runs the scheduling reports
bprm · 8 scenarios
Picture owedbprm

Sets the clinic's hours by weekday over a range of dates
bprm · 6 scenarios
Server stepno screen: the RPMS server does this

Files the change on the appointment
rpms
Server stepno screen: the RPMS server does this

Files the letter template
rpms
Server stepno screen: the RPMS server does this

Lists cancellations, no-shows, workload and the wait list
rpms
Server stepno screen: the RPMS server does this

Files the clinic's access blocks
rpms

Corrects an appointment's note, remarks or length
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-09.1 Given a booked appointment, When I change its note, Then HOSPITAL LOCATION (#44.003) holds the new note on that appointment and nothing else about it changes.	PROFILE,SCHED rpc
Partly proven	S-SCH-09.2 Given a note shorter than 2 or longer than 150 characters, or containing a semicolon or a colon, When I save, Then it is refused.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-09.3 Given a cancelled or no-show appointment, When I change its remarks to between 3 and 160 characters, Then PATIENT (#2.98) holds the new remarks.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-09.4 Given a booked appointment on a clinic that allows variable appointment lengths in HOSPITAL LOCATION (#44), When I change its length, Then HOSPITAL LOCATION (#44.003) holds the new length and the start time is unchanged.	PROFILE,SCHED lakeraven-ehr
Writes or corrects a letter template
Not yet tested	S-SCH-12.1 Given I hold SDZSUP, When I add a letter with a name of 3 to 30 characters, one of the four kinds (pre-appointment, clinic cancellation, appointment cancellation, no-show), an opening and a closing text, and whether it greets the parents, Then LETTER (#407.5) holds it with those values.	PROFILE,SCHED bprm
Not yet tested	S-SCH-12.2 Given a name missing or outside 3 to 30 characters, or no kind, When I save, Then it is refused and nothing is filed.	PROFILE,SCHED bprm
Not yet tested	S-SCH-12.3 Given an existing letter, When I change its name, texts or the parents greeting, Then LETTER (#407.5) holds the new values and its kind is unchanged.	PROFILE,SCHED bprm
Not yet tested	S-SCH-12.4 Given I do not hold SDZSUP, When I open scheduling, Then I cannot add or change a letter template.	PROFILE,SCHED bprm
Runs the scheduling reports
Not yet tested	S-SCH-13.1 Given appointments cancelled by the clinic and by the patient in my clinics over a range, When I run the cancelled appointment report for one of the two, Then it lists exactly the appointments in PATIENT (#2.98) cancelled that way in those clinics and dates, with the reason.	PROFILE,SCHED bprm
Not yet tested	S-SCH-13.2 Given no-shows in my clinics over a range, When I run the no-show report, as totals only or in full, Then it lists them, or counts them, by clinic.	PROFILE,SCHED bprm
Not yet tested	S-SCH-13.3 Given a clinic's appointments on a date, When I run the clinic schedule report for that date, one date per page or not, Then it lists the day's appointments in time order with each patient and status.	PROFILE,SCHED bprm
Not yet tested	S-SCH-13.4 Given a clinic's checked-in visits over a range, When I run the clinic workload report as a summary by month or a detail by day, with or without the previous year beside it, Then it counts the visits per clinic for each period.	PROFILE,SCHED bprm
Partly proven	S-SCH-13.5 Given appointments past their time in my clinics with no check-in, check-out, cancellation or no-show recorded, When I run the appointments-requiring-action report over the range, Then exactly those are listed.	PROFILE,SCHED lakeraven-ehr
Not yet tested	S-SCH-13.6 Given wait-list entries in my clinics, When I run the wait list report over a range of recall, added or removed dates, with or without removed entries, grouped by date, priority, provider, reason or resolution, for one priority or all, in full or as a summary, Then it lists or counts exactly the entries in WAITING LIST (#9009017.1) that match.	PROFILE,SCHED bprm
Not yet tested	S-SCH-13.7 Given a patient with future appointments, When I print their future appointments, or their routing slip, wrist band, medication profile or a wellness handout from an appointment, Then the printout is for that patient only.	PROFILE,SCHED bprm
Partly proven	S-SCH-13.8 Given I hold neither SDZSUP nor SDZMENU, When I open reports, Then none of the scheduling reports is offered to me.	PROFILE,SCHED lakeraven-ehr
Sets the clinic's hours by weekday over a range of dates
Test written, not run passed on bcer-9.0-20261109-d3adcff-ydb	S-SCH-14.1 Given a clinic whose resource is in BSDX RESOURCE (#9002018.1), When I set its hours for chosen weekdays (a start time, an end time, the appointments each slot takes and an access type) from a first date through a last date, Then BSDX ACCESS BLOCK (#9002018.3) holds one block for each chosen day in that range with those values, and no day outside it changes.	PROFILE,SCHED rpc
Not yet tested	S-SCH-14.2 Given hours set for a clinic, When a scheduler searches its open times or books it, Then the times offered are those blocks, the same in every interface that reads BSDX ACCESS BLOCK.	PROFILE,SCHED bprm
Partly proven	S-SCH-14.3 Given an end time not after the start time, fewer than one appointment per slot, no access type or an inactive one, or a last date before the first, When I save, Then it is refused, names the value, and nothing is filed.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-14.4 Given a day in the range that already has blocks, When I set hours over it again, Then its old blocks are replaced by the new ones, not added to.	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-14.5 Given an active appointment (not cancelled, not a no-show) on a day whose blocks I would replace, at a time the new hours no longer cover, When I save, Then it is refused and names that appointment's date and time, and the blocks and the appointment are unchanged. (BSDX CANCEL AV BY DATE does not check: `AVDELDT^BSDX13` deletes every block in the range, and its appointment check `APTINBLK` is commented out as not called in the current version.)	PROFILE,SCHED lakeraven-ehr
Partly proven	S-SCH-14.6 Given I hold neither SDZSUP nor SDZMENU, When I open scheduling, Then I cannot set a clinic's hours.	PROFILE,SCHED lakeraven-ehr

W03 Pre-Visit / Triage (MA and nurse) undecided

A clinician signs on and finds a patient clinician-signs-on-and-finds-patient.bpmn

Enters access and verify codes
vuecentric · 3 scenarios
Server stepno screen: the RPMS server does this

Authenticates and sets the division
rpms
Server stepno screen: the RPMS server does this

Sends the template and object registry
rpms
Lands on Notifications
vuecentric · 4 scenarios
Picks the patient in Patient > Select...
vuecentric · 2 scenarios
Server stepno screen: the RPMS server does this

Returns the patient header
rpms
Reads the Cover Sheet
vuecentric

Enters access and verify codes
Partly proven passed on bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb	S-SGN-01.1 Given valid access and verify codes, When I sign on, Then the EHR opens on Notifications and shows my name and my division.	PROFILE,MA rpc
Planned	S-SGN-01.2 Given a wrong verify code, When I sign on, Then sign-on is refused with a message and no part of the chart opens.	PROFILE,MA vuecentric
Planned	S-SGN-01.3 Given a verify code that has expired, When I sign on, Then I am made to choose a new one before the chart opens.	PROFILE,MA vuecentric
Lands on Notifications
Partly proven	S-SGN-02.1 Given a notification addressed to me, When I sign on, Then it is listed on the Notifications tab with its patient, and opening it puts that patient in context.	PROFILE,RN lakeraven-ehr
Partly proven	S-SGN-02.2 Given a notification addressed to me that RPMS lists as one I can delete, When I remove it, Then it is no longer listed, and my count of notifications is one fewer.	PROFILE,RN lakeraven-ehr
Partly proven	S-SGN-02.3 Given a notification addressed to me that RPMS lists as one I cannot delete, When I look at it, Then it offers no way to remove it, and it stays listed until the work it asks for is done.	PROFILE,RN lakeraven-ehr
Partly proven	S-SGN-02.4 Given a notification addressed to me, When I forward it to a colleague I find by name, with a comment, Then it is listed in my colleague's notifications with its patient, my comment shows with it, and my own copy stays listed.	PROFILE,RN lakeraven-ehr
Picks the patient in Patient > Select...
Partly proven passed on bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb	S-TRI-01.1 Given a patient checked in to my clinic, When I open Patient Select and choose the clinic, Then the patient is listed with the appointment time and opening them shows the Cover Sheet.	PROFILE,MA rpc
Planned	S-TRI-01.2 Given a patient with no appointment today, When I choose them from the list of all patients, Then opening them shows the Cover Sheet, with no visit in context until I select or create one.	PROFILE,MA vuecentric

A patient is roomed patient-is-roomed.bpmn

Picture oweddialog/Encounter
capture: header: click Current Encounter (`__PARTS__=header`)

Selects today's visit
vuecentric · 3 scenarios
Server stepno screen: the RPMS server does this

Opens the PCC visit
rpms
Takes vitals
vuecentric · 3 scenarios
Server stepno screen: the RPMS server does this

Files the measurements
rpms
Reviews allergies
vuecentric · 2 scenarios
Adds outside medications
vuecentric · 1 scenario
Records the reason for the visit and screenings
vuecentric · 1 scenario
Records health factors
vuecentric · 1 scenario
Picture owedtab/Immunizations

Places a skin test
vuecentric · 1 scenario
Picture owedtab/Women's Health
capture: tab

Records reproductive factors
vuecentric
Picture oweddialog/Lab Point of Care Data Entry

Enters a point-of-care lab result
vuecentric · 1 scenario
Writes a quick note
vuecentric
Server stepno screen: the RPMS server does this

Files the reviews and screenings on the visit
rpms

Selects today's visit
Planned	S-TRI-06.1 Given a patient checked in today, When I open the encounter dialog, Then today's visit for my clinic is offered first, and selecting it shows it in the chart header.	PROFILE,MA vuecentric
Planned	S-TRI-06.2 Given no visit selected, When I try to enter vitals, Then I am asked to select a visit first.	PROFILE,MA vuecentric
Planned	S-TRI-06.3 Given a walk-in with no visit today, When I create a visit for my clinic and now, with the provider who will see the patient as primary, Then VISIT (#9000010) holds it with that provider primary in V PROVIDER (#9000010.06), and it is in context.	PROFILE,MA vuecentric
Takes vitals
Planned	S-TRI-02.1 Given the patient's visit is selected, When I enter the measurements and save, Then they are filed on the visit (V MEASUREMENT) and show on the Vitals tab and the Cover Sheet.	PROFILE,MA vuecentric
Planned	S-TRI-02.2 Given a value out of range (a BP of 400), When I save, Then I am asked to confirm or correct it.	PROFILE,MA vuecentric
Planned	S-TRI-02.3 Given the patient's visit is selected, When I add a screening measurement (a PHQ-2 score) in vitals entry and save, Then it is filed on the visit in V MEASUREMENT (#9000010.01) and shows with the other vitals.	PROFILE,MA vuecentric
Reviews allergies
Partly proven passed on bcer-9.0-20261109-d3adcff-ydb, bcer-9.0-20261109-d3adcff-ydb	S-TRI-04.1 Given a patient with an allergy on file, When I review it with the patient and mark it reviewed, Then the review is recorded on the visit.	PROFILE,MA rpc
Planned	S-TRI-04.2 Given a patient who reports a new allergy, When I add it, Then it shows on the Cover Sheet's allergies.	PROFILE,MA vuecentric
Adds outside medications
Planned	S-TRI-05.1 Given a medication the patient takes from outside the clinic, When I add it as an outside medication, Then it shows on the Medications tab for the provider to reconcile.	PROFILE,MA vuecentric
Records the reason for the visit and screenings
Partly proven passed on bcer-9.0-20261109-d3adcff-ydb	S-TRI-03.1 Given a selected visit, When I record the chief complaint and a screening result on the Wellness tab, Then both are filed on the visit and the screening's reminder is satisfied.	PROFILE,RN rpc
Records health factors
Planned	S-TRI-09.1 Given a selected visit, When I add a health factor from its category, Then V HEALTH FACTORS (#9000010.23) holds it on the visit with me as the user who entered it.	PROFILE,RN vuecentric
Places a skin test
Planned	S-TRI-10.1 Given a selected visit, When I record a PPD placed with its site, volume, date applied and myself as administering it, Then V SKIN TEST (#9000010.12) holds it on the visit with its result pending, and the placement's CPT is filed in V CPT (#9000010.18).	PROFILE,RN vuecentric
Enters a point-of-care lab result
Planned	S-TRI-12.1 Given a selected visit and the provider who orders the test, When I enter a point-of-care result with a sign or symptom and save, Then ORDER (#100) holds the test ordered by that provider, and V LAB (#9000010.09) holds the result once on the visit, flagged against its reference range.	PROFILE,RN vuecentric

Not yet placed on a journey step

These scenarios count, but their story names no step of a drawn journey yet.

Planned	S-TRI-07.1 Given today's visit is selected, When I pick a chief complaint and save, Then it is filed on the visit in V NARRATIVE TEXT (#9000010.34) with the type CHIEF COMPLAINT, and shows on the Triage Summary.	PROFILE,MA vuecentric
Planned	S-TRI-07.2 Given a chief complaint entered in error, When I delete it, Then it is no longer filed on the visit.	PROFILE,MA vuecentric
Planned	S-TRI-08.1 Given vitals and a chief complaint filed on today's visit, When I open the triage summary, Then it shows today's vitals and the chief complaint, with who entered it.	PROFILE,RN vuecentric
Not yet tested	S-TRI-08.2 Given a visit with nothing recorded yet, When I open the triage summary, Then it shows that nothing is recorded, not another visit's data.	PROFILE,RN vuecentric

W06 After-Visit Summary and Care Plan undecided

The patient leaves with a visit summary visit-summary-is-given.bpmn

Records education and instructions
vuecentric · 1 scenario
Server stepno screen: the RPMS server does this

Files patient education and instructions
rpms
Sets care-plan goals
vuecentric · 1 scenario
Prints the after-visit summary
vuecentric · 1 scenario
Server stepno screen: the RPMS server does this

Builds the summary from the visit
rpms
Picture owedprint

Reads the summary and care plan
print · 1 scenario
Picture owedbprm

Checks the patient out
bprm
Server stepno screen: the RPMS server does this

Files the check-out time on the appointment
rpms

Records education and instructions
Planned	S-AVS-02.1 Given a visit in context, When I record an education topic with the patient's understanding, Then a V PATIENT ED entry is on the visit and on the summary.	PROFILE,RN vuecentric
Sets care-plan goals
Planned	S-AVS-04.1 Given a visit in context, When I add a goal with its type, reason, start date and follow-up date, Then PATIENT GOALS (#9000093) holds it active for the patient.	PROFILE,MD vuecentric
Prints the after-visit summary
Not yet tested	S-AVS-01.1 Given a signed visit, When I print the after-visit summary, Then it lists the visit's POVs, current medications, today's orders and the next appointment.	PROFILE,MD vuecentric
Reads the summary and care plan
Not yet tested	S-AVS-03.1 Given a visit with a care plan recorded, When I am handed the summary, Then the care plan's goals and follow-up are on it in plain language.	patient -