Topic 2, Case Study Lamna Healthcare Clinic
Background
Lamna Healthcare is a local medical clinic comprised of doctors, nurses, and office staff. The company is implementing Dynamics 365 for Sales.
Current environment
Environments
* The company has the following environments: Sandbox, QA, and Production.
* All environments use one custom app in the Unified Interface.
* There is one solution in the Sandbox environment containing modifications to the Patient and Invoice forms.
* A security group has been created for each environment.
You configure the system as follows:
* Duplicate detection is not set for the Patient entity.
* The currency field for Service Fee is set to two decimal places.
* Mailboxes are set to synchronize with Microsoft Exchange in the Production instance.
Testing and customization
* All changes are first created in the Sandbox environment and then imported into the QA environment for testing.
* Testers only have access to the QA environment where testing occurs.
* Doctors and nurses enter patient, billing, diagnostic, and other information directly.
Security roles
There are two custom security roles; one for doctors and nurses, and another for the support staff.
Data import
* You import records for all current patients and past patients for the last five years.
* A static worksheet of the patient records was exported after data import for validation. All records have been updated since that time.
Requirements
Functional
* Ensure changes can be quickly made to customizations in the Production environment.
* Provide all staff members access to a list of patients with the flue.
* Provide doctors the ability to add medications related to a patient without navigating away from the patient's record. Medications must be stored against a custom entity named Medication.
* Provide doctors, nurses, and office staff default navigation schemes based on their roles.
User interface
* Populate the custom field Follow-up Date with a date seven days from the visit date if a custom Follow-up checkbox is selected. Display the Visit Date field on the Visit form. Do not display the Follow-up Date field.
* Display values in the Service Fee field as whole dollars.
* The Status field on the Patient form contains historical data that must be retained.
Issues
You observe the following issues:
* For some imported patient records, the doctor's name in the Current Doctor field is not spelled correctly.
* A nurse uses the search on the All Patients view and cannot find a patient who left the clinic last year.
* During testing, a nurse discovers a redundant field on the patient record.
* An office staff member tests emails, but the email is not sent.
* The modification to the Patient form needs to be tested immediately, but the Invoice form modification needs to be tested the following week.
* A new user account for a doctor has been created in Office 365. The user account for the doctor must be available only in the QA environment.
* A change in process has caused a Status field to be unnecessary to display on the Patient form.
