$TXT Created by ESCALERA,Diego at CHEY19.FO-BAYPINES.DOMAIN.EXT (KIDS) on Friday, 06/07/13 at 20:52 ============================================================================= Run Date: SEP 09, 2013 Designation: OR*3*320 Package : OR - ORDER ENTRY/RESULTS REPORTING Priority: Mandatory Version : 3 SEQ #323 Status: Released Compliance Date: OCT 10, 2013 ============================================================================= Associated patches: (v)OR*3*215 <<= must be installed BEFORE `OR*3*320' (v)OR*3*253 <<= must be installed BEFORE `OR*3*320' Subject: PATIENT NAMES DROPPING OFF LIST Category: - Routine Description: ============ This patch corrects one issue within the ORDER ENTRY/RESULTS REPORTING package: When selecting patients by clinic in the Computerized Patient Record System (CPRS) the user can specify a date range to list appointments for selection. When there are more than 200 appointments within the selected date range, some of the appointments are not displayed for selection. ASSOCIATED NSR(s): ================== N/A ASSOCIATED REMEDY: ================== HD0000000107869 - Patient names dropping off list PSPO #1693 Duplicates: HD0000000123291 - Patient missing from list HD0000000141740 - Missing patient from list HD0000000150290 - Number of patients in changes for same day HD0000000156577 - Patient Selection List T to T+60 not displaying all appts HD0000000157389 - Patients missing from list HD0000000191014 - Patient Selection List by Clinic & Date Drops Appointments HD0000000284707 - Patients not showing on patient selection screen HD0000000340962 - PATIENTS SELECTION DISPLAY NOT ACCURATE HD0000000358111 - Patient's don't apper on the patient selection screen if the users selects more than 90 days to display. HD0000000388134 - Optomitry CPRS Report Dropping Names. HD0000000487856 - All appointments not showing CPRS when using date range view HD0000000528649 - Patient missing from clinc list: HD0000000625847 - Appointment issue INC000000816214 - OERR - Patient Selection PARTICIPATING TEST SITES: ======================== Birmingham VAMC, AL VA N. California HCS, CA Salisbury VAMC, NC VA Northern Arizona HCS, AZ West Palm Beach VAMC, FL Louisville VAMC, KY VA Gulf Coast HCS, MS VA Maryland HCS, (Baltimore) MD VA Hudson Valley, (Castle Point) NY Pittsburg VAMC, (Pittsburg) PA REMEDY OVERVIEW: ================ HD0000000107869 - Patient names dropping off list Patient Safety Issue: PSPO #1693 Problem: -------- When selecting patients by clinic in CPRS the user can specify a date range to list appointments for selection. Before patch OR*3*187, when the number of appointments for the date range exceeded 200 the message "Too many appointments found. Please narrow search range" would display to the user. Patch OR*3*187 modified the selection of patients by clinic appointment to use the new scheduling API's. Unfortunately this change inadvertently overwrote the user message. When the number of appointments within the date range exceeded 200, the list was sorted by internal entry number (IEN) when it truncated. Since the IEN is never displayed to the user, the truncation behavior made no sense. The appointments dropped were from any part of the date range due to the IEN sort order. The user received no indication that the maximum displayable number had been reached and generally unaware that not all appointments within the date range were being displayed. Appointments were also being dropped when the user has defined a patient selection default list with a combination of sources with one or more clinics in the source list. A combination list uses the default start and stop date range defined in the patient selection default in Lists/Teams. The default combination patient selection list can only display 200 appointments from each clinic. As with selecting patients by clinic, when the number of appointments within the default date range exceeded 200 for the clinic in the combination list, the user received no indication that the maximum displayable number had been reached for that clinic and generally unaware that not all appointments within the date range were being displayed. Resolution: ----------- Routine ORQPTQ2 has been modified to use SDAPI^SDAMA301 which can truncate by appointment date. When the number of clinic appointments within the date range exceeds 200, the earliest appointments in the date range will display for selection and a new message will display at the top of the patient selection list. Example of new message: *** UNABLE TO SHOW ALL APPOINTMENTS *** Showing the first 200 appointments from Mar 01, 2012 to Mar 16, 2012 Modify the appointment list date range to start on Mar 17, 2012 to see additional appointments. (end of message) The appointment list date range for clinics is designed to query for full dates, so when the search results exceed 200 appointments the display will end with the last appointment of the last day before the maximum displayable count is reached. Because of this, the number of appointments ("200" in the example) will change to the exact number of displayed appointments. In addition, when the user has defined a combination of sources with one or more clinics in their patient selection defaults, routine ORQPTQ6 has been modified to display the following message when the number of clinic appointments within the date range exceeds 200: *** UNABLE TO SHOW ALL APPOINTMENTS *** Showing only the first 200 appointments from [Clinic Name] Showing only the first 200 appointments from [2nd Clinic Name] Reduce The Date Range By Changing The Stop Date Of The Patient Selection Defaults To T-##. (end of message) In the user defined patient selection default list with a combination of sources, when the search results exceed 200 appointments and the message above displays, the list will display exactly 200 appointments for that clinic. The ad-hoc query in the patient selection window is not designed to handle multiple clinics, therefore the warning message asks the user to modify the patient selection defaults. The T-## at the end of the second message: ## is the T minus one day of appointment number 200's date from the first clinic reaching 200 appointments in the search results. Entering this value as the default stop date will create a shorter default list with no clinics reaching the 200 count maximum. INSTALLATION INSTRUCTIONS ========================= This patch can be loaded with users in the system but it is recommended that it be installed when user activity is low. Installation time will be less than 2 minutes. 1. Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 2. 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 the INSTALL NAME, enter OR*3.0*320): 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 DD's or templates. b. Compare Transport Global to Current System - This option will allow you to view all changes that will be made when this patch is installed. It compares all components of this patch (routines, DD's, templates, etc.). c. Verify Checksums in Transport Global - This option will allow you to ensure the integrity of the routines that are in the transport global. 4. Use the Install Package(s) option and select the package OR*3.0*320. a. When prompted "Want KIDS to INHIBIT LOGONs during the install? NO//", answer NO. b. When prompted "Want to DISABLE Scheduled Options and Menu Options and Protocols? NO//", answer NO. Routine Information: ==================== The second line of each of these routines now looks like: ;;3.0;ORDER ENTRY/RESULTS REPORTING;**[Patch List]**;Dec 17, 1997;Build 16 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: ORQPTQ11 Before: B56815266 After: B56702520 **82,85,109,132,173,253,320** Routine Name: ORQPTQ2 Before: B41840769 After: B65971331 **9,10,85,187,190,195,215,320** Routine Name: ORQPTQ5 Before: B61498504 After: B76840931 **82,85,187,190,320** Routine Name: ORQPTQ6 Before: B43002726 After: B45127106 **82,85,187,320** Routine list of preceding patches: 215, 253 ============================================================================= User Information: Entered By : ESCALERA,DIEGO Date Entered : SEP 14, 2009 Completed By: HULET,LEE ANN Date Completed: AUG 12, 2013 Released By : PERSCHON,ANDREA Date Released : SEP 09, 2013 ============================================================================= Packman Mail Message: ===================== $END TXT