$TXT Created by CPRS30.DOMAIN.EXT (KIDS) on Tuesday, 01/12/16 at 10:45 ============================================================================= Run Date: MAR 08, 2016 Designation: OR*3*389 Package : OR - ORDER ENTRY/RESULTS REPORTING Priority: Mandatory Version : 3 SEQ #361 Status: Released Compliance Date: APR 08, 2016 ============================================================================= Associated patches: (v)OR*3*296 <<= must be installed BEFORE `OR*3*389' (v)OR*3*306 <<= must be installed BEFORE `OR*3*389' (v)OR*3*313 <<= must be installed BEFORE `OR*3*389' Subject: QUICK ORDER UTILITY FOR CLINIC ORDERS Category: - Routine - Data Dictionary - Enhancement (Mandatory) Description: ============ This patch contains several enhancements to the OE/RR package. Some of the included items are meant to be used as reference and/or preparation for the forthcoming release of CPRS GUI v30.B (OR*3.0*350). NEW DISPLAY GROUPS AND ORDER DIALOGS OE/RR SUPPLY ORDERABLE ITEM REPORT OUTPATIENT PHARMACY QUICK ORDER SEARCH DELETE QUICK ORDERS via ORCM QUICK ORDERS and ORCM QUICK ORDER BY USER EARLIEST APPROPRIATE DATE VALUES FOR CONSULT QUICK ORDERS CREATING CLINIC QUICK ORDERS FROM INPATIENT QUICK ORDERS ======================================================================== ==============NEW DISPLAY GROUPS AND ORDER DIALOGS====================== ======================================================================== The following new DISPLAY GROUPS and ORDER DIALOGS are being distributed with this patch. DISPLAY GROUPS CLINIC MEDICATIONS CLINIC INFUSIONS SUPPLIES/DEVICES ORDER DIALOGS CLINIC OR PAT FLUID OE PSJ OR CLINIC OE PSO SUPPLY ======================================================================== ===============OE/RR SUPPLY ORDERABLE ITEM REPORT======================= ======================================================================== In preparation for the release of CPRS v30.b, with the updates to the Supply Order dialog, the definition of a supply item is changing. Therefore, a report is included in this patch to allow you to review items on your system that will be identified as supplies and, therefore, will be available to that dialog. This report lists all orderable items that resolve to a pharmacy supply item. It will list all quick order dialogs that reference the supply orderable item, as well as all clinical reminders that reference either the supply orderable item or the supply quick order dialog. If the installation is not queued, the installer will be prompted for the recipients of this report. Otherwise, the person queueing the installation will be the only recipient. ======================================================================== ==============OUTPATIENT PHARMACY QUICK ORDER SEARCH==================== ======================================================================== CPRS v30.b will remove the option of DONE as a priority on Outpatient Medication orders. Some sites are using this priority in Quick Orders. In preparation for the release of 30.b, a report is being provided to allow sites time to develop new Quick Orders. This report lists all outpatient pharmacy quick orders that have a priority of DONE. The report output shows the quick order name, any "disable" text and if the quick order is part of an order set/menu or referenced by any Clinical Reminder Elements or Groups. ======================================================================== =DELETE QUICK ORDERS via ORCM QUICK ORDERS and ORCM QUICK ORDER BY USER= ======================================================================== Patch OR*3*245 removed the ability to delete quick orders (QO) and personal quick orders from the ORDER DIALOG file (#101.41). This was done to prevent dangling pointers in files that point to ORDER DIALOG. Reference Remedy ticket #130403 and/or the OR*3*245 patch description for additional background information. This patch, OR*3*389, restores the ability to delete quick orders. When a quick order is selected for deletion, files that point to ORDER DIALOG are checked for possible pointers. As of this patch release, the files and fields checked for pointers are: ORDER (#100) via the DIALOG (#2) and ITEM ORDERED (#7) fields DISPLAY GROUP (#100.98) via the DEFAULT DIALOG (#4) field REMINDER DIALOG (#801.41) via the FINDING ITEM (#15) and the ADDITIONAL FINDINGS (#.01) field of the ADDITIONAL FINDINGS subfile (#801.4118) If no items are found pointing to the selected QO, then deletion may proceed. If any pointers are found, the user will not be able to delete the quick order but may choose to disable it. Any pointers found will be displayed to the user. The output will be the file number, IEN, and NAME (.01) of the item that is pointing to the quick order selected for deletion. Any items displayed from ORDER (#100) will display "N/A" for NAME as those file entries do not have a NAME field. Reference the following two examples of a successful delete and a disable when pointers are detected. Example 1: No pointers to the selected QO ----------------------------------------- ORCM QUICK ORDERS Enter/edit quick orders Select QUICK ORDER NAME: SAMPLE QO ORDER NO POINTERS NAME: SAMPLE QO ORDER NO POINTERS// @ Are you sure you want to delete this quick order? YES ...deleted. Example 2: Items pointing to selected QO ---------------------------------------- Select QUICK ORDER NAME: SAMPLE QO WITH POINTERS NAME: SAMPLE QO WITH POINTERS Replace @ Cannot delete - other file entries point to this order dialog! SAMPLE QO WITH POINTERS is pointed to by: FILE # IEN NAME ------------------------ 100 14522646 N/A 100 14522647 N/A 100.98 68 ZZTEST DISPLAY GROUP 801.41 1754 ZZTEST DLG ELEMENT Would you like to disable this quick order? YES// Enter disable message: DISABLE: Do not use this QO. Call x12345 (This quick order has been disabled) NAME: SAMPLE QO WITH POINTERS Replace^ To facilitate the location of items pointing to a given quick order, the ORDER (#100) file data dictionary is being modified by this patch. The DIALOG (#2) and ITEM ORDERED (#7) fields are each being modified by adding a new cross reference. DATA NAME GLOBAL DATA ELEMENT TITLE LOCATION TYPE ------------------------------------------------------------------------- 100,2 DIALOG 0;5 VARIABLE POINTER (Req'd) FILE ORDER PREFIX LAYGO MESSAGE 19 1 OPT n OPTION 101 2 PRO n PROTOCOL 101.41 3 DLG n DIALOG LAST EDITED: FEB 26, 2014 HELP-PROMPT: Enter the dialog that was used to create this order. DESCRIPTION: This is the dialog that created this order. NEW-----> CROSS-REFERENCE: 100^C 1)= S ^OR(100,"C",$E(X,1,30),DA)="" 2)= K ^OR(100,"C",$E(X,1,30),DA) Allows retrieval of the orders placed for a given ORDER DIALOG. 100,7 ITEM ORDERED 3;4 VARIABLE POINTER FILE ORDER PREFIX LAYGO MESSAGE 19 1 MISC n PROTOCOL 60 2 LAB n LAB TEST 101.41 3 DIALOG n ORDER DIALOG LAST EDITED: FEB 28, 2014 HELP-PROMPT: Enter the item ordered. DESCRIPTION: This is the variable pointer to the file and item ordered. NEW-----> CROSS-REFERENCE: 100^D 1)= S ^OR(100,"D",$E(X,1,30),DA)="" 2)= K ^OR(100,"D",$E(X,1,30),DA) Allows retrieval of the orders placed for a given ORDER DIALOG. These new cross-references are created during the post-install process. A tasked job is created that will immediately begin running in the background to create the new cross-references. An email is sent to the installer indicating whether the background job successfully completed or was stopped and needs to be re-started. The message subject will be: PATCH OR*3.0*389 ORDER RE-INDEX STATUS. ======================================================================== =======EARLIEST APPROPRIATE DATE VALUES FOR CONSULT QUICK ORDERS======== ======================================================================== If the installation is not queued, the installer will be prompted for the recipients of this report. Otherwise, the person queueing the installation will be the only recipient. That person should forward the message to the person(s) responsible for managing consult quick orders at the facility. The report contains Consult and Procedure quick orders with a default value stored in the Earliest Appropriate Date (EAD) field. The output for each order found will consist of three values: Internal entry number of the quick order in from ORDER DIALOG (#101.41) The NAME (.01 field) of the quick order The value found for the Earliest Appropriate Date This list of quick orders should be reviewed in preparation for the installation of OR*3*350 and GMRC*3.0*81. These patches are renaming the EAD field to CLINICALLY INDICATED DATE (CID) and also replacing the ORCDGMRC EARLIEST DATE DEFAULT parameter (which can only be set at the PACKAGE level) with a new parameter, ORCDGMRC CLIN IND DATE DEFAULT, which may be set at the DIVISION, SYSTEM, and PACKAGE levels. The new PACKAGE setting for the ORCDGMRC CLIN IND DATE DEFAULT parameter will be null, which will force a provider to actively choose a value for the EAD field when placing consult orders. Local settings may be chosen for the DIVISION and SYSTEM levels in order to have the CID field pre-populated. The list of consult quick orders can be useful if a local decision is made to change the value of the parameter. When your facility installs OR*3*350, part of that installation will capture any PACKAGE level value found for ORCDGMRC EARLIEST DATE DEFAULT and use that value to set the SYSTEM level for the new CID-related parameter ORCDGMRC CLIN IND DATE DEFAULT. For example, if your facility has ORCDGMRC EARLIEST DATE DEFAULT set to "TODAY" at the PACKAGE level, the OR*3*350 installation will set ORCDGMRC CLIN IND DATE DEFAULT to "TODAY" at the SYSTEM level. If your facility opts to change the value for the CID parameter, that value is not automatically detected by any saved quick orders. Any saved quick orders must be edited in order for them to reflect the new parameter value. Example: Change the CID parameter from TODAY to T+7D Clinically Indicated Date Default may be set for the following: 1 Division DIV [choose from INSTITUTION] 2 System SYS [TEST.DOMAIN.EXT] 3 Package PKG [ORDER ENTRY/RESULTS REPORTING] Enter selection: 2 System TEST.DOMAIN.EXT Setting Clinically Indicated Date Default for System: TEST.DOMAIN.EXT Value: TODAY// T+7D **Now, examine a saved quick order and see that the QO still retains the previously saved value.** Select Order Menu Management Option: QO Enter/edit quick orders Select QUICK ORDER NAME: TEST CID PROMPT NAME: TEST CID PROMPT Replace DISPLAY TEXT: TEST CID PROMPT// VERIFY ORDER: YES// DESCRIPTION: No existing text Edit? NO// ENTRY ACTION: Procedure: ERCP// Service: GASTROENTEROLOGY// Reason for Request: No existing text Edit? No// (No) Category: OUTPATIENT// Urgency: ROUTINE// Clinically indicated date:TODAY// <-- NOTE PREVIOUS VALUE. DELETE THIS VALUE TO HAVE QO REFLECT CURRENT. Clinically indicated date:TODAY// @ Are you sure you want to delete this value? NO// y YES **Re-examine the QO and see that the CID value is now current.** Select Order Menu Management Option: QO Enter/edit quick orders Select QUICK ORDER NAME: TEST CID PROMPT NAME: TEST CID PROMPT Replace DISPLAY TEXT: TEST CID PROMPT// VERIFY ORDER: YES// DESCRIPTION: No existing text Edit? NO// ENTRY ACTION: Procedure: ERCP// Service: GASTROENTEROLOGY// Reason for Request: No existing text Edit? No// (No) Category: OUTPATIENT// Urgency: ROUTINE// Clinically indicated date:7 DAYS FROM TODAY// <-- UPDATED VALUE NOTE: The report logic can determine if OR*3.0*350/CPRS GUI v30.B has been installed. If not, the report will build data based on the EARLIEST DATE field. If 30.B has already been installed, the report can build data off the CLINICALLY INDICATED DATE field. If the post-install routine ORY389 is left on the system, the report can be re-run any time by executing the following line from the programmer prompt: D CONSULT^ORY389 ======================================================================== ========CREATING CLINIC QUICK ORDERS FROM INPATIENT QUICK ORDERS======== ======================================================================== A new quick order conversion utility has been added to the ORDER MENU MANAGEMENT menu [ORCM MGMT]. Create Clinic Order QOs from Inpatient QOs [OR CONV INPT QO TO CLIN ORD QO] is a utility that can convert certain inpatient medication quick orders into clinic quick orders. Specifically, Unit Dose quick orders can be converted to Clinic Medication quick orders and IV Medication quick orders can be converted to Clinic Infusion quick orders. The utility offers two actions to choose from when converting a quick order: Copy or Move. Copy will create a copy of the quick order and then, if OR*3.0*350 (CPRS GUI v30.B) has been installed, will prompt you to delete the originally selected quick order. During the copy process, the user is prompted to enter a new name for the copied order and the Display Group is set to Clinic Medications. The Copy action can only work with one quick order at a time and therefore is limited to a single selection item from the list of available quick orders. If you choose to delete the original quick order, the utility will check for any pointers referencing the selected quick order. If any other items (menus, order sets, display group(s), reminder dialog items) are referencing the selected quick order, the delete action will not be permitted. If any pointers are found, the utility will display those items on the screen. If, at some point in the future, the pointers are removed (i.e. you find that the selected QO is part of an order menu and then you remove that QO from the menu) you should then be able to manually delete the QO via the QO editor [ORCM QUICK ORDERS]. Move will modify the selected quick order by changing the Display Group to Clinic Medications or Clinic Infusions. The Move action allows for selecting either a single item or a range of items (e.g. 1,3,4-9) to be converted in succession. Patch Components: ================================================================= Files & Fields Associated: ================================================================= File Field New/Modified/Deleted ------------------------------------------------------------------ ORDER (#100) DIALOG (#2) Modified ORDER (#100) ITEM ORDERED (#7) Modified Forms Associated: ================= N/A Mail Groups Associated: ======================= N/A Options Associated: =================== ORCM MGMT Modified OR CONV INPT QO TO CLIN ORD QO New OR CONVERT UD TO CM Delete Protocols Associated: ===================== N/A Security Keys Associated: ========================= N/A Templates Associated: ===================== N/A Additional Information: ======================= N/A New Service Requests (NSRs): ============================ N/A Patient Safety Issues (PSIs): ============================= N/A Remedy Ticket(s) & Overview: ============================ N/A Test Sites: =========== Cleveland, OH Heartland - East Heartland - West Loma Linda, CA Palo Alto, CA San Diego, CA Pre/Post Installation Overview: =============================== The patch does not contain any pre-install activity. Post-install creates two tasked jobs. The first will create the new cross-references in the ORDER file (#100). The second will compile a list of all consult quick orders and the stored value for the Earliest Appropriate Date field. When complete, each job sends a mail message to the installer and/or selected recipients. Pre-Installation Instructions: ------------------------------ This patch may be installed with users on the system although it is STRONGLY recommended that it be installed during non-peak hours to minimize system load and any potential disruption to users. This patch should take less than 5 minutes to install. The search for consult quick orders is a tasked job and could take 30 minutes or more to complete. The tasked job to create new cross-references in the ORDER file could take 60 minutes or longer to complete, depending on system load. 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 OR*3.0*389 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 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. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of install? NO//' Answer 'NO' 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//' Answer 'NO' This patch does not require logons to be inhibited. 7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//' Answer 'NO' This patch does not require any items to be disabled. Post-Installation Instructions: ------------------------------- If the patch installer receives the mail message with the subject of CONSULT/PROCEDURE QOs EARLIEST APPROPRIATE DATE DEFAULT VALUE, please forward that message to the person(s) managing consult QOs at your facility. If the mail message PATCH OR*3.0*389 ORDER RE-INDEX STATUS indicates that the tasked job was interrupted, please follow the instructions in the message to restart the task (run RESTART^ORY389 from a programmer prompt) The routine ORY389E is automatically deleted from the system. The routine ORY389 is not automatically deleted from the system. However, it may be manually deleted from the system but only after both tasked jobs have been confirmed as being complete and the site does not wish to retain the ability to regenerate the consult quick order report via CONSULT^ORY389. 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 17 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: ORCMEDT0 Before: B17670670 After: B20168167 **46,60,190,215,243,296,389** Routine Name: ORCMEDT4 Before: B65485434 After: B93356095 **8,46,95,245,313,389** Routine Name: ORCMEDT9 Before: n/a After: B48472878 **389** Routine Name: ORQQPXRM Before: B16643774 After: B30470800 **10,85,116,173,187,190,215, 243,306,389** Routine Name: ORY389 Before: n/a After:B181884503 **389** Routine Name: ORY389A Before: n/a After: B9015623 **389** Routine Name: ORY389E Before: n/a After: B15752385 **389** Routine list of preceding patches: 296, 306, 313 ============================================================================= User Information: Entered By : Date Entered : FEB 06, 2014 Completed By: Date Completed: MAR 07, 2016 Released By : Date Released : MAR 08, 2016 ============================================================================= Packman Mail Message: ===================== $END TXT