Doctor App - Add Patient & Appointment Booking Test Plan

Document Version: 1.0 Test Date: 2026-06-11 Focus Areas: Add Patient Flow + Appointment Booking Flow Environment: Staging

1. TEST FLOW OVERVIEW

Flow 1: Add Patient (Standalone)

Patients Page (/cms/patients)
       ↓
Add Patient Modal
       ↓
┌──────────────────────────────────────┐
│ FederatedPatientPicker               │
│ ┌────────────┐ ┌────────────┐       │
│ │ In Clinic  │ │In Kulcare  │       │
│ │ (existing) │ │(network)  │       │
│ └────────────┘ └────────────┘       │
│ ┌────────────────────────────────┐  │
│ │ + Add a new patient (CTA)      │  │
│ └────────────────────────────────┘  │
└──────────────────────────────────────┘
       ↓
┌──────────────────────────────────────┐
│ Patient Form                         │
│ - First Name (required)             │
│ - Last Name (required)              │
│ - Country Code + Phone (required)   │
│ - Email (optional)                  │
│ - Gender (required)                 │
│ - Date of Birth (required)          │
└──────────────────────────────────────┘
       ↓
   POST /clinical/patients
       ↓
   Patient Created

Queue Page (/cms/queue) → Add Appointment Modal
       ↓
┌──────────────────────────────────────┐
│ STEP 1: Doctor & Time                │
│ ┌────────────────────────────────┐  │
│ │ Select Doctor (required)        │  │
│ │ Appointment Type:               │  │
│ │   ○ WALKIN (queue)             │  │
│ │   ○ ONCALL (scheduled)         │  │
│ │   ○ TELEMEDICINE               │  │
│ │ Select Date (required)          │  │
│ │ Select Time Slot (if ONCALL)   │  │
│ └────────────────────────────────┘  │
│              [Continue →]           │
└──────────────────────────────────────┘
       ↓
┌──────────────────────────────────────┐
│ STEP 2: Patient Information          │
│ ┌────────────────────────────────┐  │
│ │ FederatedPatientPicker         │  │
│ │ (same as Add Patient flow)    │  │
│ └────────────────────────────────┘  │
│ ┌────────────────────────────────┐  │
│ │ Patient Form Fields            │  │
│ │ (auto-filled from picker)    │  │
│ └────────────────────────────────┘  │
│              [Add Appointment]      │
└──────────────────────────────────────┘
       ↓
   POST /clinical/appointments
       ↓
   Appointment Created → Appears in Queue

2. TEST DATA REQUIREMENTS

Pre-Test Setup

Type	Data	Purpose
Patient A	Existing clinic patient (in_clinic)	Test "In this clinic" bucket
Patient B	Kulcare network patient (in_kulcare)	Test "Elsewhere on Kulcare" bucket
Patient C	New patient (not in system)	Test "Add new patient" flow
Doctor 1	Active doctor with availability	Test appointment booking
Doctor 2	Active doctor	Test doctor selection
Doctor 3	Doctor with no availability	Test "No slots" scenario

Test Phones (Use distinct numbers)

Patient A: 9999999001 (existing in clinic)
Patient B: 9999999002 (in Kulcare network)
Patient C: 9999999003 (new patient)

3. PHASE 1: ADD PATIENT FLOW

URL

https://practice-stg-new.kulcare.com/cms/patients

3.1 Federated Patient Search

Component: FederatedPatientPicker.tsx API: GET /clinical/patients/federated_search

Happy Path Tests

#	Test Case	Steps	Expected	Priority
AP-01	Search by phone (in clinic)	Enter existing patient phone → Wait 400ms	Shows "In this clinic" bucket with patient	P0
AP-02	Search by phone (in Kulcare)	Enter network patient phone → Wait 400ms	Shows "Elsewhere on Kulcare" bucket	P0
AP-03	Search by phone (no match)	Enter unknown phone → Wait 400ms	Both buckets empty, "Add new patient" shown	P1
AP-04	Search by name (2+ chars)	Enter patient name → Wait 400ms	Shows matching patients	P1
AP-05	Search by name (3+ chars for API)	Enter 2 chars → No search	Input threshold check	P2
AP-06	Auto-detect phone vs name	Enter digits → Search by phone	Auto-mode detection works	P2
AP-07	Auto-detect name vs phone	Enter letters → Search by name	Auto-mode detection works	P2

Selection Tests

#	Test Case	Steps	Expected	Priority
AP-08	Select in-clinic patient	Click patient in "In this clinic"	Toast: "already exists", modal closes	P0
AP-09	Select in-Kulcare patient	Click patient in "Elsewhere on Kulcare"	Form auto-fills with patient data	P0
AP-10	Import patient edits form	Import Kulcare patient → Edit name	Edited name used in submission	P1
AP-11	Create new after no match	Click "+ Add a new patient"	Form clears, ready for new entry	P1
AP-12	Create new with partial match	Has matches → Click "+ Add a new patient"	Form clears anyway	P2

Edge Cases

#	Test Case	Steps	Expected	Priority
AP-13	Phone < 4 digits	Enter 3 digits → Wait	No search triggered	P2
AP-14	Phone without country code	No countryCode prop passed	Warning: "Pass countryCode prop"	P2
AP-15	Search loading state	Enter valid phone → Show loading	"Searching Kulcare network…" spinner	P1
AP-16	Search error state	Force API error	Error message with retry hint	P1
AP-17	Empty search input	Clear search field	No buckets shown	P2

3.2 Create New Patient Form

Component: AddPatientModal.tsx API: POST /clinical/patients

Happy Path Tests

#	Test Case	Steps	Expected	Priority
CP-01	Create with all fields	Fill all fields → Submit	Patient created, modal closes	P0
CP-02	Create with required only	Fill required fields → Submit	Patient created	P0
CP-03	Create from Kulcare import	Import from Kulcare → Adjust → Submit	Patient created with identity link	P1
CP-04	View in patient list	Create → Go to list	New patient appears	P0

Validation Tests

#	Test Case	Steps	Expected	Priority
CP-05	Empty first name	Leave first name blank → Submit	Error: "First name is required"	P0
CP-06	First name < 2 chars	Enter "A" → Submit	Error: "First name must be at least 2 characters"	P0
CP-07	Empty last name	Leave last name blank → Submit	Error: "Last name is required"	P0
CP-08	Empty phone number	Leave phone blank → Submit	Error: "Phone number is required"	P0
CP-09	Phone < 10 digits	Enter 9 digits → Submit	Error: "Phone number must be at least 10 digits"	P0
CP-10	Invalid phone (letters)	Enter letters in phone → Submit	Error: "Phone number must be at least 10 digits"	P0
CP-11	Empty gender	Leave gender blank → Submit	Error: "Gender is required"	P0
CP-12	Empty DOB	Leave DOB blank → Submit	Error: "Date of birth is required"	P0
CP-13	Future DOB	Select future date → Submit	Error: "Date of birth cannot be in the future"	P0
CP-14	Invalid email format	Enter "test@invalid" → Submit	Error: "Invalid email address"	P1
CP-15	Empty country code	Clear country code → Submit	Error: "Country code is required"	P1

Edge Cases

#	Test Case	Steps	Expected	Priority
CP-16	Whitespace-only first name	Enter " " → Submit	Error: "First name is required" (trim validation)	P1
CP-17	Duplicate phone	Create with existing phone	Should allow (same person) or warn	P1
CP-18	Form reset on close	Fill form → Close modal → Reopen	Form empty	P1
CP-19	Form reset on success	Fill form → Submit → Reopen	Form empty	P1
CP-20	Submit while loading	Click Submit twice quickly	Only one patient created	P2
CP-21	Network error on submit	Submit with no network	Error toast, form preserved	P1

3.3 Patient List & Management

URL: https://practice-stg-new.kulcare.com/cms/patients API: GET /clinical/patients

Happy Path Tests

#	Test Case	Steps	Expected	Priority
PL-01	View patient list	Go to patients page	Shows all clinic patients	P0
PL-02	Search patients	Enter name/phone → Search	Shows matching patients	P1
PL-03	View patient details	Click on patient	Shows patient profile	P0
PL-04	Edit patient	Edit details → Save	Changes saved	P1
PL-05	Delete patient	Delete → Confirm	Patient removed	P1
PL-06	Pagination	Navigate pages	Shows correct patients	P2

4. PHASE 2: APPOINTMENT BOOKING FLOW

URL

https://practice-stg-new.kulcare.com/cms/queue

4.1 Step 1: Doctor & Time Selection

Component: AppointmentSetup.tsx API: GET /clinical/facilities/{id}/practitioners/{id}/slots

Happy Path Tests

#	Test Case	Steps	Expected	Priority
AB-01	Select doctor	Choose from dropdown	Doctor selected	P0
AB-02	Select WALKIN type	Select WALKIN radio	Time slot NOT required	P0
AB-03	Select ONCALL type	Select ONCALL radio	Time slot required	P0
AB-04	Select TELEMEDICINE type	Select TELEMEDICINE radio	Time slot required	P1
AB-05	Select date	Pick date from calendar	Date selected, slots load	P0
AB-06	View available slots	Select doctor + date	Shows available time slots	P0
AB-07	Select time slot	Click on available slot	Slot selected	P0
AB-08	Continue to step 2	Select doctor + (slot if ONCALL) → Continue	Advances to step 2	P0

Validation Tests

#	Test Case	Steps	Expected	Priority
AB-09	Continue without doctor	Click Continue without doctor	Error: "Doctor selection is required"	P0
AB-10	Continue without slot (ONCALL)	ONCALL selected, no slot → Continue	Error: "Time slot is required"	P0
AB-11	Continue without slot (WALKIN)	WALKIN selected, no slot → Continue	Proceeds to step 2	P0
AB-12	Continue without slot (TELEMEDICINE)	TELEMEDICINE selected, no slot → Continue	Error: "Time slot is required"	P1

Edge Cases

#	Test Case	Steps	Expected	Priority
AB-13	No slots available	Select date with no availability	"No slots available" message	P1
AB-14	Select past date	Try to select past date	Past dates disabled in calendar	P1
AB-15	Change doctor clears slot	Select slot → Change doctor	Slot cleared	P1
AB-16	Change date clears slot	Select slot → Change date	Slot cleared	P1
AB-17	Booked slot shown	Select booked slot	Slot should show as unavailable	P1
AB-18	Loading slots	Select doctor + date	Loading spinner	P1
AB-19	Slot time in correct timezone	Select slot	Time shown in clinic timezone	P1
AB-20	Doctors list loading	Page load	Loading spinner in dropdown	P2

4.2 Step 2: Patient Information

Component: PatientInformation.tsx Flow: Same as Add Patient Flow (Federated Search + Form)

Happy Path Tests

#	Test Case	Steps	Expected	Priority
PS-01	Search existing patient	Enter phone → Select from in_clinic	Form auto-fills	P0
PS-02	Import Kulcare patient	Enter phone → Select from in_kulcare	Form auto-fills	P0
PS-03	Create new patient	Fill form → Submit	New patient + appointment created	P0
PS-04	Edit auto-filled patient	Auto-fill → Edit name → Submit	Updated name used	P1

Validation Tests

#	Test Case	Steps	Expected	Priority
PS-05	Submit without patient	Click Submit without patient	Error: "First name is required"	P0
PS-06	Submit with incomplete patient	Leave phone blank → Submit	Error: "Phone number is required"	P0
PS-07	Submit with invalid phone	Enter 9 digits → Submit	Error: "Phone number must be 10 digits"	P0

Edge Cases

#	Test Case	Steps	Expected	Priority
PS-08	Go back to step 1	Click Back	Returns to step 1, data preserved	P2
PS-09	Form reset on close	Fill form → Close → Reopen	Form resets	P1
PS-10	Couple session toggle	Enable couple session	Spouse details form appears	P2

4.3 Appointment Submission

API: POST /clinical/appointments

Happy Path Tests

#	Test Case	Steps	Expected	Priority
AS-01	Book WALKIN appointment	WALKIN + patient → Submit	Appointment created in queue	P0
AS-02	Book ONCALL appointment	ONCALL + slot + patient → Submit	Appointment created	P0
AS-03	Book TELEMEDICINE appointment	TELEMEDICINE + slot + patient → Submit	Appointment created	P1
AS-04	View in queue	After booking	Patient appears in queue	P0
AS-05	View appointment details	Click on appointment	Shows full details	P0

Edge Cases

#	Test Case	Steps	Expected	Priority
AS-06	Double-click prevention	Double-click Submit	Only one appointment created	P1
AS-07	Network error on submit	Submit with no network	Error toast, form preserved	P1
AS-08	Slot no longer available	Select slot → Wait long → Submit	Error: "Slot no longer available"	P1
AS-09	Booking for different doctor	Select Doctor B → Book	Appointment for Doctor B	P1
AS-10	Submit with couple session	Enable couple + fill spouse → Submit	Both appointments created	P2

4.4 Queue Management

URL: https://practice-stg-new.kulcare.com/cms/queue API: GET /clinical/facilities/{id}/queue

Happy Path Tests

#	Test Case	Steps	Expected	Priority
QM-01	View today's queue	Go to queue page	Shows today's appointments	P0
QM-02	Filter by status (Waiting)	Filter: Waiting	Shows waiting only	P1
QM-03	Filter by status (In Progress)	Filter: In Progress	Shows in-progress only	P1
QM-04	Filter by status (Completed)	Filter: Completed	Shows completed only	P1
QM-05	Filter by doctor	Select doctor filter	Shows that doctor's patients	P1
QM-06	Search in queue	Enter patient name	Shows matching	P1
QM-07	Navigate date (prev)	Click previous day	Shows that day's queue	P1
QM-08	Navigate date (next)	Click next day	Shows that day's queue	P1
QM-09	Navigate date (today)	Click Today	Shows today's queue	P1
QM-10	Queue statistics	View queue header	Shows total, waiting, in-progress counts	P1

Appointment Actions

#	Test Case	Steps	Expected	Priority
QM-11	Start encounter	Click "Start" on appointment	Encounter started	P0
QM-12	Complete appointment	Mark as completed	Status updated	P0
QM-13	Mark as no-show	Mark as no-show	Status updated	P1
QM-14	Cancel appointment	Cancel → Confirm	Appointment cancelled	P0
QM-15	View appointment details	Click on appointment	Shows full details	P0

Edge Cases

#	Test Case	Steps	Expected	Priority
QM-16	Empty queue	No appointments today	Empty state message	P2
QM-17	Refresh queue	Click refresh	Queue updated	P2
QM-18	Cancel past appointment	Try to cancel past	Error or warning	P2

5. INTEGRATION TEST CASES

Cross-Flow Integration

#	Test Case	Steps	Expected	Priority
INT-01	Add Patient → Book Appointment	Add patient → Book appointment	Patient exists, booking succeeds	P0
INT-02	Search → Import → Book	Search Kulcare → Import → Book	Patient imported, booking succeeds	P0
INT-03	Patient created → Appears in search	Create patient → Search	Patient found in in_clinic	P0
INT-04	Booking updates queue	Book appointment	Queue updates in real-time	P1
INT-05	Status change reflects in list	Complete appointment	Status updated in list	P0

6. TEST EXECUTION CHECKLIST

Pre-Flight Checklist

Test accounts: 2 doctors, 2 staff
Test data: Patient A (in clinic), Patient B (in Kulcare), Patient C (new)
Test data: Doctor 1 (with availability), Doctor 2, Doctor 3 (no availability)
Staging environment accessible
API tools ready (Postman/curl)

Phase 1: Add Patient Flow

AP-01 to AP-07: Federated Search (Happy Path)
AP-08 to AP-12: Selection Tests
AP-13 to AP-17: Edge Cases
CP-01 to CP-04: Create Patient (Happy Path)
CP-05 to CP-15: Validation Tests
CP-16 to CP-21: Edge Cases
PL-01 to PL-06: Patient List

Phase 2: Appointment Booking Flow

Integration Tests

INT-01 to INT-05: Cross-Flow Integration

7. API REFERENCE

Federated Patient Search

GET /clinical/patients/federated_search
Params:
  - phone: string (min 4 digits)
  - country_code: string (required with phone)
  - name: string (min 3 chars)
Response:
{
  in_clinic: PatientApi[],
  in_kulcare: InKulcareIdentityPatient[],
  no_match: []
}

Create Patient

POST /clinical/patients
Body:
{
  first_name: string,
  last_name: string,
  phone_number: string,
  phone_country_code: string,
  email?: string,
  gender: "male" | "female" | "other" | "unknown",
  birth_date: string (YYYY-MM-DD)
}

Create Appointment

POST /clinical/appointments
Body (existing patient):
{
  patient_id: string,
  facility_id: string,
  practitioner_id?: string,
  start_time: ISO8601,
  end_time?: ISO8601,
  appointment_type: "walk_in" | "fixed" | "telemedicine",
  note?: string,
  payment_option?: "BEFORE" | "AFTER" | "NO"
}

Body (new patient):
{
  facility_id: string,
  patient_params: {
    first_name: string,
    last_name: string,
    phone_number: string,
    country_code: string,
    email?: string,
    gender: string,
    dob?: string
  },
  practitioner_id?: string,
  start_time: ISO8601,
  end_time?: ISO8601,
  appointment_type: "walk_in" | "fixed" | "telemedicine",
  note?: string,
  payment_option?: "BEFORE" | "AFTER" | "NO"
}

Get Time Slots

GET /clinical/facilities/{facility_id}/practitioners/{practitioner_id}/slots
Params:
  - date: YYYY-MM-DD
  - appointment_type: "fixed" | "telemedicine"
Response:
{
  slots: [{ start_at: ISO8601, end_at: ISO8601, status: "available" | "booked" }],
  timezone: "Asia/Kolkata"
}

8. BUG REPORTING TEMPLATE

### Bug #[N]: [Short Description]

| Field | Value |
|-------|-------|
| **Severity** | 🟡 High / 🟠 Medium / 🟢 Low |
| **Test Case** | [TC-ID] |
| **Area** | Add Patient / Appointment Booking |
| **Component** | [Component name] |
| **API** | [API endpoint] |
| **Status** | Open |

**Description**:
[Detailed description of the bug]

**Steps to Reproduce**:
1. [Step 1]
2. [Step 2]
3. [Step 3]

**Expected Behavior**:
[What should happen]

**Actual Behavior**:
[What actually happens]

**Evidence**:
[Screenshots / API responses / Console logs]

Document Status: Ready for Testing Total Test Cases: 100+ Estimated Time: 3-4 hours

Doctor App - Add Patient & Appointment Booking Test Plan

1. TEST FLOW OVERVIEWCopy Anchor Link

Flow 1: Add Patient (Standalone)Copy Anchor Link

Flow 2: Appointment Booking (2-Step Modal)Copy Anchor Link

2. TEST DATA REQUIREMENTSCopy Anchor Link

Pre-Test SetupCopy Anchor Link

Test Phones (Use distinct numbers)Copy Anchor Link

3. PHASE 1: ADD PATIENT FLOWCopy Anchor Link

URLCopy Anchor Link

3.1 Federated Patient SearchCopy Anchor Link

Happy Path TestsCopy Anchor Link

Selection TestsCopy Anchor Link

Edge CasesCopy Anchor Link

3.2 Create New Patient FormCopy Anchor Link

Happy Path TestsCopy Anchor Link

Validation TestsCopy Anchor Link

Edge CasesCopy Anchor Link

3.3 Patient List & ManagementCopy Anchor Link

Happy Path TestsCopy Anchor Link

4. PHASE 2: APPOINTMENT BOOKING FLOWCopy Anchor Link

URLCopy Anchor Link

4.1 Step 1: Doctor & Time SelectionCopy Anchor Link

Happy Path TestsCopy Anchor Link

Validation TestsCopy Anchor Link

Edge CasesCopy Anchor Link

4.2 Step 2: Patient InformationCopy Anchor Link

Happy Path TestsCopy Anchor Link

Validation TestsCopy Anchor Link

Edge CasesCopy Anchor Link

4.3 Appointment SubmissionCopy Anchor Link

Happy Path TestsCopy Anchor Link

Edge CasesCopy Anchor Link

4.4 Queue ManagementCopy Anchor Link

Happy Path TestsCopy Anchor Link

Appointment ActionsCopy Anchor Link

Edge CasesCopy Anchor Link

5. INTEGRATION TEST CASESCopy Anchor Link

Cross-Flow IntegrationCopy Anchor Link

6. TEST EXECUTION CHECKLISTCopy Anchor Link

Pre-Flight ChecklistCopy Anchor Link

Phase 1: Add Patient FlowCopy Anchor Link

Phase 2: Appointment Booking FlowCopy Anchor Link

Integration TestsCopy Anchor Link

7. API REFERENCECopy Anchor Link

Federated Patient SearchCopy Anchor Link

Create PatientCopy Anchor Link

Create AppointmentCopy Anchor Link

Get Time SlotsCopy Anchor Link

8. BUG REPORTING TEMPLATECopy Anchor Link

On this page

1. TEST FLOW OVERVIEW

Flow 1: Add Patient (Standalone)

Flow 2: Appointment Booking (2-Step Modal)

2. TEST DATA REQUIREMENTS

Pre-Test Setup

Test Phones (Use distinct numbers)

3. PHASE 1: ADD PATIENT FLOW

URL

3.1 Federated Patient Search

Happy Path Tests

Selection Tests

Edge Cases

3.2 Create New Patient Form

Happy Path Tests

Validation Tests

Edge Cases

3.3 Patient List & Management

Happy Path Tests

4. PHASE 2: APPOINTMENT BOOKING FLOW

URL

4.1 Step 1: Doctor & Time Selection

Happy Path Tests

Validation Tests

Edge Cases

4.2 Step 2: Patient Information

Happy Path Tests

Validation Tests

Edge Cases

4.3 Appointment Submission

Happy Path Tests

Edge Cases

4.4 Queue Management

Happy Path Tests

Appointment Actions

Edge Cases

5. INTEGRATION TEST CASES

Cross-Flow Integration

6. TEST EXECUTION CHECKLIST

Pre-Flight Checklist

Phase 1: Add Patient Flow

Phase 2: Appointment Booking Flow

Integration Tests

7. API REFERENCE

Federated Patient Search

Create Patient

Create Appointment

Get Time Slots

8. BUG REPORTING TEMPLATE