UAT Guide: Preparing for a Smooth CDIS Integration Test

1. The "Golden Rule" of Dates

CDIS is very strict about timelines. If the dates don't align, the system will reject the referral immediately.

The Match: Ensure the Submission Date and the Consent Date are identical (today’s date).
The Rule: Consent cannot be backdated to before the baby’s birth, and it cannot be set in the future.
Best Practice: Always select "Today" for consent date when possible during your testing.

The integration "matches" people based on their email addresses. If CDIS doesn't recognize an email, it won't let the referral through.

The Screener:
- Ensure the Appointment Provider (Screener) listed in Caredove is registered in CDIS with the exact same email address.
- In CDIS, ensure the Provider (Screener) also has the Hearing Screener (HSC) provider-type assigned in CDIS
- In CDIS, ensure the Provider (Org) Affiliations is affiliated with the appropriate PSL agency through that same HSC provider-type.

The Requester: The person logged into Caredove must also have a matching account in CDIS.
The "Single Org" Rule: Verify that your test users are affiliated with only one organization in CDIS.

To avoid privacy issues and validation errors while testing, use these specific data "aliases":

Consenter Name: Do not edit consenter's name on Caredove after the referral has been submitted.
Health Card Number: Always use 0000 000 000. This bypasses the standard validation algorithm while remaining a valid "test" number. Please note: the HCN is data that is used for matching in CDIS/ISCIS so if multiple referrals are entered using this HCN these referrals may appear in the Except queue in CDIS/ISCIS.
Email Addresses: Use your own work email for the "Client Email" field. This allows you to see the confirmation emails without sending them to a non-existent or random address.

The CDIS "Exception Queue" often triggers because of punctuation. When filling out the form or adding notes, avoid these characters:

Do Not Use: Hyphens (-), Colons (:), Single Quotes ('), or Periods (.).
Example: Instead of "Baby's Weight: 3.5kg", use "Baby Weight 3500g".

If you need to change something on a test referral, the timing matters:

Before Closing: You can edit a referral as much as you like while it is "Open" or "Booked."
After Closing: Once you have marked a referral as Completed or Failed (Outcome reached), CDIS "locks" that record. Any edits made after this point will likely fail to sync. If edits are required after a referral has been Closed, these updates must be made manually in CDIS.

Line 2 is Key: Ensure the "Apartment, Suite, etc." (Line 2) field of your Service Listing is filled out. CDIS uses this specific field to identify the screening location. If this is blank, the integration will return a "Missing Screening Site" error.

Seeing a 400 Error? This is a "data" error. Click the error text, look for the field name it mentions, edit the referral to fix that piece of info, and hit "Resend."
Seeing a 500 Error? This is usually a temporary connection "hiccup." Wait 10 seconds and click Resolve > Resend Original Message.
Duplicate Error? If you are testing with the same "Family" multiple times, the system might think it’s a duplicate. Add a "New Family Member" (a new baby profile) for each fresh test case to keep the data clean.