How should you complete each configuration?

Topic 2, Case Study 2 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.

HOTSPOT

You need to configure the capacity for doctors to add medications.

How should you complete each configuration? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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