$TXT Created by CPRS32.DOMAIN.EXT (KIDS) on Tuesday, 11/03/15 at 12:22 ============================================================================= Run Date: APR 21, 2016 Designation: TIU*1*291 Package : TIU - TEXT INTEGRATION UTILITIES Priority: Mandatory Version : 1 SEQ #269 Status: Released Compliance Date: MAY 22, 2016 ============================================================================= Subject: CWAD AUTO-DEMOTION Category: - Routine - Other - Enhancement (Mandatory) Description: ============ This patch introduces the new CWAD (Crisis, Warnings, Adverse Reactions, and Directives) notes auto-demotion functionality. Patch Components: ================= Files & Fields Associated: Forms Associated: Mail Groups Associated: Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- CWAD/Postings Auto-Demotion Setup run routine New [TIU CWAD AUTO-DEMOTION] Text Integration Utilities menu Modified (MIS Manager) [TIU MAIN MENU MGR] The CWAD/Postings Auto-Demotion Setup [TIU CWAD AUTO-DEMOTION] option is added as a new menu item of the Text Integration Utilities (MIS Manager) [TIU MAIN MENU MGR] menu option. Protocols Associated: Security Keys Associated: Templates Associated: Additional Information: Parameters Associated: The following Parameter Definition will be added in support of the CWAD auto-demotion functionality: Name Description ---------------------------------------------------------------------- TIU CWAD EXCLUDED TITLES THIS PARAMETER IS USED TO EXCLUDE CWAD NOTE TITLES, WHICH ARE MAPPED TO THE SELECTED VHA ENTERPRISE STANDARD TITLES, FROM THE AUTO- DEMOTION FUNCTIONALITY. The following TIU CWAD EXCLUDED TITLES parameter instances will be installed: Parameter Instance Value ----------------------------------------------------------------------- PKG: TEXT INTEGRATION UTILITIES 1 ADVANCE DIRECTIVE PKG: TEXT INTEGRATION UTILITIES 2 ADVANCE DIRECTIVE DISCUSSION PKG: TEXT INTEGRATION UTILITIES 3 RESCINDED ADVANCE DIRECTIVE NEW SERVICE REQUESTS (NSR): =========================== NSR #20080307 CWAD Post Auto-Demotion Rules Request PATIENT SAFETY ISSUES (PSIs): ============================= ASSOCIATED REMEDY TICKETS: ========================== PARTICIPATING TEST SITES: ========================= NEW SERVICE REQUEST OVERVIEW: ============================= NSR #20080307 CWAD Post Auto-Demotion Rules Request CWAD is a section of CPRS used for posting progress notes, which are more important than standard level notes. These progress notes are made more easily available throughout CPRS. The postings dialog box can become cluttered with CWAD notes, resulting in the inability to easily distinguish important notes from less important notes. The requested enhancement is to demote previously designated notes from the CWAD postings to a regular note status when a newer CWAD note, of the same title, is written which supersedes the existing CWAD note(s). This is accomplished by converting an existing Class III application to Class I. A new parameter definition (TIU CWAD EXCLUDED TITLES) and three default parameter entries are included in this release as well as one new option (CWAD/Postings Auto- Demotion Setup [TIU CWAD AUTO-DEMOTION]). Two new routines will drive this new functionality. The TIU CWAD EXCLUDED TITLES parameter is used to prevent specific CWAD titles from being selected for auto-demotion. What is entered is the VHA Enterprise Standard Title from TIU VHA ENTERPRISE STANDARD TITLE (#8926.1) file. Any CWAD related title in the TIU DOCUMENT DEFINITION (#8925.1) file which is mapped to an excluded VHA Enterprise Standard Title will not be selectable as an auto-demotion CWAD title. At the guidance of the National Center for Ethics in Health Care, we are defaulting three VHA Enterprise Standard Titles to be excluded from the CWAD Auto-Demotion functionality. These are ADVANCE DIRECTIVE, ADVANCE DIRECTIVE DISCUSSION, and RESCINDED ADVANCE DIRECTIVE. These default parameter title entries should not be removed, modified, or overridden without prior guidance. Documentation Retrieval Instructions: ===================================== Updated documentation describing the new functionality introduced by this patch is available. The preferred method is to retrieve files from download.vista.domain.ext. This transmits the files from the first available server. Sites may also elect to retrieve files directly from a specific server. Sites may retrieve the software and/or documentation directly using Secure File Transfer Protocol (SFTP) from the ANONYMOUS.SOFTWARE directory at the following OI Field Offices: Albany: domain.ext Hines: domain.ext Salt Lake City: domain.ext Documentation can also be found on the VA Software Documentation Library at: http://www4.domain.ext/vdl/ Title File Name FTP Mode ----- --------- -------- Clinical Coordinator and User Manual tiuum.pdf binary Technical Manual tiutm.pdf binary Patch Installation: =================== Pre/Post Installation Overview: ------------------------------- There are no Pre/Post install routines included with this patch. Site Clinical Application Coordinators and/or site designated personnel may configure CWAD notes for Auto-Demotion. Pre-Installation Instructions: ------------------------------ This patch may be installed with users on the system although it is recommended that it be installed during non-peak hours to minimize potential disruption to users. This patch should take less than 5 minutes to install. There are no options to disable during this installation. Installation Instructions: -------------------------- 1. Choose the PackMan message containing this patch. 2. Choose the INSTALL/CHECK MESSAGE PackMan option 3. From the Kernel Installation and Distribution System Menu, select the Installation Menu. From this menu, you may elect to use the following options. When prompted for the INSTALL NAME enter the patch TIU*1.0*291. a. Backup a Transport Global - May be skipped on initial installation as all routines are new. 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 this patch is installed. It compares all components of this patch (routines, DDs, 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. From the Installation Menu, select the Install Package(s) option and choose the patch to install. 5. When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES//' answer Yes. You may answer No if your system rebuilds menu trees nightly using TaskMan. If you rebuild the menu trees during the installation, it could affect users on the system and the installation times will increase. 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//' answer No. 7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//' answer No. 8. If prompted 'Delay Install (Minutes): (0 - 60): 0//' respond 0. Post-Installation Instructions: ------------------------------- After a successful installation, site Clinical Application Coordinators and/or site designated personnel may configure CWAD notes for Auto-Demotion utilizing the CWAD/Postings Auto-Demotion Setup [TIU CWAD AUTO-DEMOTION] option located on the Text Integration Utilities (MIS Manager) [TIU MAIN MENU MGR] menu option. Prior to the actual CWAD/Postings Auto-Demotion Setup the site will need to determine the progress note title(s) to utilize as the "demoted" progress note title(s). If the site does not wish to CREATE a new progress note title(s) for demoting a CWAD/Postings title(s), then select any existing non-CWAD title(s) (the title is not linked to a CWAD document class). If the site does wish to CREATE a new progress note title(s), the site will follow local policy for progress note creation. The Demoted Progress Note Title must be under a non-CWAD document class but may be linked to the VHA Enterprise Standard Title which matches the CWAD title being demoted. IE: DEMOTED CRISIS NOTE is mapped to the VHA Enterprise Standard Title of CRISIS NOTE. Below is an example of the CWAD/Postings Auto-Demotion Setup: --- MIS Managers Menu --- 1 Individual Patient Document 2 Multiple Patient Documents 3 Print Document Menu ... 4 Search for Selected Documents 5 Statistical Reports ... 6 Unsigned/Uncosigned Report 7 Missing Text Report 9 Signed/unsigned PN report and update 10 UNKNOWN Addenda Cleanup 11 Missing Expected Cosigner Report 12 Mark Document as 'Signed by Surrogate' 13 Mismatched ID Notes 14 TIU 215 ANALYSIS ... 15 Transcription Billing Verification Report 16 CWAD/Postings Auto-Demotion Setup Select Text Integration Utilities (MIS Manager) Option: 16 CWAD/Postings Auto-Demotion Setup Select a CWAD/Postings TITLE for auto-demotion: CRISIS NOTE Std Title: CRISIS NOTE Select a NON-Posting TITLE as the demotion target: DEMOTED CRISIS NOTE Done. Post-Signature code has been set (or reset) as follows... TITLE: CRISIS NOTE POST-SIGNATURE ACTION: D SILENT^TIUCWD(1632,11) Routine Information: ==================== The second line of each of these routines now looks like: ;;1.0;TEXT INTEGRATION UTILITIES;**[Patch List]**;Jun 20, 1997;Build 5 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: TIUCWD Before: n/a After: B2873731 **291** Routine Name: TIUCWDUT Before: n/a After: B10012924 **291** ============================================================================= User Information: Hold Date : MAR 30, 2016 Entered By : Date Entered : JAN 14, 2015 Completed By: Date Completed: MAR 25, 2016 Released By : Date Released : APR 21, 2016 ============================================================================= Packman Mail Message: ===================== $END TXT