$TXT Created by CURTIS,RICHARD L at MNTVBB.FO-ALBANY.MED.VA.GOV (KIDS) on Friday, 04/13/12 at 13:41 ============================================================================= Run Date: MAY 08, 2012 Designation: SD*5.3*566 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #485 Status: Released Compliance Date: JUN 08, 2012 ============================================================================= Associated patches: (v)SD*5.3*536 <<= must be installed BEFORE `SD*5.3*566' (v)SD*5.3*561 <<= must be installed BEFORE `SD*5.3*566' Subject: MAKE CLINIC FIELD REQUIRED AND CORRECT RECALL PATIENT INQUIRY OPTION Category: - Routine - Data Dictionary Description: ============ This patch will address the following issues: 1. The CLINIC field(#4.5) in the RECALL REMINDERS file(#403.5) should be a "required" field. 2. Fix the problem with the Recall Patient Inquiry [SDRR PATIENT INQUIRY] option that prints the incorrect data, in the Inactive Recall Reminders section, for a user who entered the recall reminder. 3. Correct the Patient lookup for options Add/Edit Clinic Recall Patient [SDRR CARD ADD] and Recall Patient Inquiry [SDRR PATIENT INQUIRY], which both allow a user to add a new patient to the PATIENT file(#2), if the selected patient is not found. 4. The Recall Patient Inquiry option [SDRR PATIENT INQUIRY], indicates all recall reminders for a patient have been sent, regardless of what the recall date is. ASSOCIATED NSR: =============== N/A ASSOCIATED REMEDY TICKETS: ========================== 1) HD0000000375545 - Change CLINIC field(#4.5) to be a "required" field. Duplicate(s): HD0000000457299 - Entering Recall allows user to bypass clinic 2) HD0000000398329 - Recall Patient Inquiry is displaying "User Who Entered Recall" field incorrectly 3) HD0000000424636 - Recall allows a patient to be entered into Patient file 4) HD0000000425631 - Recall Patient Inquiry quirk Duplicate(s): HD0000000438129 - SDRR Patient Inquiry report issue HD0000000443547 - Patient Inquiry issue HD0000000456726 - The Date Reminder field populating for veteran and shouldn't be yet HD0000000467347 - Recall date problem HD0000000474368 - Problem with Recall Patient Inquiry HD0000000486447 - Recall Reminders menu data not matching Recall Reminders file HD0000000510362 - Recall Reminder Letters Printing too soon PARTICIPATING TEST SITES: ========================= New York Harbor HCS Wilkes-Barre, PA Tampa, FL REMEDY OVERVIEW: ================ 1. HD0000000375545 - Change CLINIC field(#4.5) to be a "required" field. PROBLEM: -------- Currently, when using option 'Add/Edit Clinic Recall Patient' [SDRR CARD ADD] or the RR-Recall Reminder Action protocol in Appointment Management to add a recall reminder entry for a patient, the CLINIC field(#4.5) is optional. When a clinic is not entered by the user, this causes the Recall Reminder cards/letters to not print. RESOLUTION: ----------- The CLINIC field(#4.5) in the RECALL REMINDERS file(#403.5) will be changed to a "required" field. Additionally, post-init routine SD53P566 will provide a report via Mailman to the person installing the patch, identifying all Recall Reminder entries that do not currently have a clinic identified in CLINIC field(#4.5). Subject of Mailman is: RECALL REMINDERS MISSING REQUIRED CLINIC. This report should be shared with the facility Recall Reminder Coordinator or other appropriate person. Furthermore, when a new recall reminder is being entered, the software creates the new record entry in the RECALL REMINDERS file (#403.5) via Input Template [SDRR RECALL CARD ADD]. Thus, the new record is immediately created. So, if the user times out while at the Clinic prompt, a new record entry will be created even though the required CLINIC field(#4.5) and other remaining fields have not been entered. Therefore, routines SDRR1 and SDRRCLR2 will be modified to check for a timeout during creation of a new recall reminder record. If a timeout occurs, the new record entry just created will be deleted via FileMan API DIK and a message will be displayed letting the user know that the recall reminder was incomplete and therefore not filed. 2. HD0000000398329 - Recall Patient Inquiry is displaying "User Who Entered Recall" field incorrectly PROBLEM: -------- When the Recall Patient Inquiry [SDRR PATIENT INQUIRY] is run, Inactive Recall Reminders incorrectly prints the user who deleted the recall entry as the user who entered the recall. This only occurs with Inactive Recall Reminders. Active Recall Reminders print the correct user in the User Who Entered Recall field(#7). RESOLUTION: ----------- Routines SDRRINQ and SDRRINQ1 will be modified so that the user is correctly pulled from the User Who Entered Recall field(#7) in the RECALL REMINDERS REMOVED file(#403.56). 3. HD0000000424636 - Recall allows a patient to be entered into Patient file PROBLEM: -------- When using menu options Add/Edit Clinic Recall Patient [SDRR CARD ADD] and Recall Patient Inquiry [SDRR PATIENT INQUIRY], if the selected patient is not found in the PATIENT file(#2), the user is allowed to add the patient to the PATIENT file(#2). This should never be allowed through Recall Reminder options. Resolution: ----------- Routines SDRRCLR2 and SDRRINQ were both making calls to routine DPTLK to do a patient lookup. Both routines have been modified to use Fileman API DIC to do the patient lookup, so that the user will not be allowed to add the patient to the PATIENT file(#2) if the selected patient is not found. 4. HD0000000425631 - Recall Patient Inquiry quirk PROBLEM: -------- When using the option Recall Patient Inquiry [SDRR PATIENT INQUIRY], it will indicate that all recall reminders have been sent for the selected patient regardless of how far into the future the recall date in the RECALL REMINDERS file(#403.5) is. A FileMan inquiry into the RECALL REMINDERS file(#403.5) for the selected patient shows the Date Reminder Sent field(#6) is null for those reminders with future dates that should not have printed yet, i.e., they are beyond the Auto Print Days field(#3) set in the RECALL REMINDERS PARAMETERS file(#403.53). So, the problem is just a display issue with the Recall Patient Inquiry [SDRR PATIENT INQUIRY] option. RESOLUTION: ----------- Routines SDRRINQ and SDRRINQ1 will be modified so that all variables are properly killed and reset. Once fixed, the Recall Patient Inquiry [SDRR PATIENT INQUIRY] option will properly display either the Date Reminder Sent or NOTSENT, whichever applies. INSTALLATION INSTRUCTIONS: ========================== Users can be on the system during the installation of this patch. Installation should take less than 5 minutes. 1. LOAD TRANSPORT GLOBAL --------------------- Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 2. START UP KIDS ------------- Start up the Kernel Installation and Distribution System Menu [XPD MAIN] Edits and Distribution ... Utilities ... Installation ... Select Kernel Installation & Distribution System Option: INStallation --- 1 Load a Distribution 2 Verify Checksums in Transport Global 3 Print Transport Global 4 Compare Transport Global to Current System 5 Backup a Transport Global 6 Install Package(s) Restart Install of Package(s) Unload a Distribution 3. From this menu, you may elect to use the following options (when prompted for INSTALL NAME, enter SD*5.3*566): a. Backup a Transport Global - This option will create a backup message of any routines exported with this patch. It will NOT backup any other changes such as DDs or templates. b. Compare Transport Global to Current System - This option will allow you to view all changes that will be made when the patch is installed. It compares all components of the patch (routines, DDs, templates, etc.). c. Verify Checksums in Transport Global - This option will ensure the integrity of the routines that are in the transport global. d. Print Transport Global - This option will allow you to view the components of the KIDS build. 4. Use the Install Package(s) option and select the package SD*5.3*566. a. When prompted "Want KIDS to INHIBIT LOGONS during the install? NO//", respond NO. b. When prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//", respond YES. 1) When prompted "Enter options you wish to mark as "Out of Order":" enter the following option: Appointment Management [SDAM APPT MGT] Manager Menu for Recall Reminder [SDRR MANAGER MENU] Add/Edit Clinic Recall Patient [SDRR CARD ADD] Recall Patient Inquiry [SDRR PATIENT INQUIRY] 2) When prompted "Enter protocols you wish to mark as "Out of Order":" just press . NOTE: Post-init routine SD53P566 will be deleted after installation of this patch. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;SCHEDULING;**[Patch List]**;Aug 13, 1993;Build 5 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SD53P566 Before: n/a After: B8115754 **566** Routine Name: SDRR1 Before: B14295319 After: B16208086 **536,561,566** Routine Name: SDRRCLR2 Before: B10839141 After: B13219705 **536,561,566** Routine Name: SDRRINQ Before: B72514446 After: B77175038 **536,566** Routine Name: SDRRINQ1 Before: B55827759 After: B58933113 **536,566** Routine list of preceding patches: 561 ============================================================================= User Information: Entered By : CURTIS,RICHARD Date Entered : DEC 31, 2009 Completed By: CRICHLOW,SHERRY Date Completed: MAY 03, 2012 Released By : BENBOW,PHYLLIS O Date Released : MAY 08, 2012 ============================================================================= Packman Mail Message: ===================== $END TXT