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QA Testing Checklist

Internal·15 min read·Updated March 2026
INTERNAL USE — This checklist is for TTM team members and onboarding partners testing platform features.

Use this checklist to systematically verify every CareIncite feature during QA testing. Mark each test as Pass or Fail, add notes for any failures, and use the Copy Results button to share your test run with the team.

0 of 26 tests passed0%
Account & Setup
ci-001Create new account
Steps:
  1. Navigate to careincite.com
  2. Click Sign Up
  3. Enter name, email, practice name, role
  4. Submit
Expected: Account created and user lands in onboarding flow
ci-002Select Solo tier
Steps:
  1. In onboarding, select Solo tier
  2. Confirm tier is saved
Expected: Dashboard shows 1-location, single-provider view. Multi-location features are not visible.
ci-003Select Growth tier
Steps:
  1. Select Growth tier
  2. Confirm tier is saved
Expected: Multi-provider and multi-location comparison features are visible
ci-004Select Scale tier
Steps:
  1. Select Scale tier
  2. Confirm tier is saved
Expected: Advanced analytics, billing alerts, and Notenetic sync options are visible
ci-005Add a practice location
Steps:
  1. Go to Settings > Locations > Add Location
  2. Enter location name and address
  3. Save
Expected: Location appears in dashboard location list and is available to assign providers to
ci-006Add a provider
Steps:
  1. Go to Providers > Add Provider
  2. Enter provider name, role, and weekly target
  3. Assign to a location
  4. Save
Expected: Provider appears in the provider list for that location; their dashboard slot initializes at $0
ci-007Invite a team member
Steps:
  1. Go to Settings > Users > Invite
  2. Enter email and assign role (Admin or Provider)
  3. Send invitation
Expected: Invitation email sent; user appears in pending state in the user list
Billing Dashboard
ci-008View weekly billing dashboard
Steps:
  1. Log in as Practice Owner
  2. Go to Dashboard
  3. Confirm weekly billing view loads
Expected: Dashboard shows current week billing vs. target with status indicator (on track / behind / ahead)
ci-009Switch to monthly view
Steps:
  1. On the dashboard, toggle to Monthly view
Expected: Dashboard recalculates to show month-to-date billing vs. monthly target
ci-010Switch to annual view
Steps:
  1. On the dashboard, toggle to Annual view
Expected: Dashboard shows year-to-date billing vs. annual target with trend line
ci-011Filter dashboard by location
Steps:
  1. Apply location filter to one specific location
Expected: Dashboard shows only that location's billing data
ci-012Set a revenue target
Steps:
  1. Go to Settings > Targets
  2. Enter a weekly revenue target
  3. Save
Expected: Dashboard target line updates to reflect the new target amount
Provider Performance
ci-013View individual provider billing
Steps:
  1. Go to Providers
  2. Click on a provider name
Expected: Provider detail view shows their billing history, current week total, and target vs. actual
ci-014Update provider billing target
Steps:
  1. Go to a provider's detail view
  2. Click Edit Target
  3. Change the weekly billing target
  4. Save
Expected: Provider target updates immediately; dashboard reflects new target on next load
ci-015Provider self-view (provider login)
Steps:
  1. Log in as a Provider user
  2. Go to Dashboard
Expected: Provider sees only their own billing data — no other provider data, no practice totals
ci-016Compare providers within a location
Steps:
  1. As Practice Owner, go to Providers
  2. Filter to one location
  3. Verify all providers at that location are shown side by side
Expected: Provider comparison view shows all providers at the location ranked by billing performance vs. target
Notenetic Integration
ci-017Connect Notenetic account
Steps:
  1. Go to Settings > Integrations > Notenetic
  2. Enter Notenetic credentials
  3. Authorize the connection
Expected: Connection is authorized; initial sync begins and status shows Syncing...
ci-018Verify data sync completes
Steps:
  1. Wait for initial sync to complete
  2. Go to Dashboard
  3. Confirm billing data is populating from Notenetic
Expected: Dashboard shows real billing data pulled from Notenetic; sync status shows Last synced: [timestamp]
ci-019Manually trigger a sync
Steps:
  1. Go to Settings > Integrations > Notenetic
  2. Click Sync Now
Expected: Sync triggers immediately; status updates to Syncing then Last synced: [current time]
ci-020Verify sync failure handling
Steps:
  1. Enter incorrect Notenetic credentials
  2. Attempt to connect
Expected: Error message displays clearly; no partial data is shown; user is prompted to re-enter credentials
Billing Alerts
ci-021Set a billing alert threshold
Steps:
  1. Go to Alerts > Create Alert
  2. Set threshold type: Below Target
  3. Set threshold value (e.g. 20% below target)
  4. Save
Expected: Alert is saved and active; appears in alert list with correct parameters
ci-022Trigger an alert (test mode)
Steps:
  1. Manually set a provider's billing below the alert threshold
  2. Check the alerts panel
Expected: Alert fires and appears in the alerts panel with the provider name and gap amount
ci-023Dismiss an alert
Steps:
  1. Go to the alerts panel
  2. Click Dismiss on an active alert
Expected: Alert is removed from the active list and moved to alert history
Role-Based Access Control
ci-024Admin cannot see other practice data
Steps:
  1. Log in as an Admin user
  2. Confirm dashboard shows only their assigned practice
Expected: No data from other practices is visible
ci-025Provider sees only own data
Steps:
  1. Log in as a Provider
  2. Attempt to navigate to another provider's profile
Expected: Access is denied; provider is redirected to their own dashboard
ci-026Practice Owner sees all locations
Steps:
  1. Log in as Practice Owner
  2. Go to Dashboard
  3. Confirm all locations are visible
Expected: All practice locations and all provider data is accessible
Test Summary
Total
26
Passed
0
Failed
0
Not Run
26
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