$TXT Created by G at CHY0017D.FO-BAYPINES.DOMAIN.EXT (KIDS) on Friday, 01/20/23 at 11:42 ============================================================================= Run Date: FEB 14, 2023 Designation: SD*5.3*835 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #688 Status: Released Compliance Date: FEB 28, 2023 ============================================================================= Associated patches: (v)SD*5.3*828 <<= must be installed BEFORE `SD*5.3*835' (v)SD*5.3*831 <<= must be installed BEFORE `SD*5.3*835' (v)SD*5.3*833 <<= must be installed BEFORE `SD*5.3*835' Subject: VS GUI VERSION 1.7.37.0 Category: - Routine - Enhancement (Mandatory) - Data Dictionary Description: ============ VistA Scheduling (VS) Graphical User Interface (GUI) Release 1.7.37.0 and SD*5.3*835 includes several defect corrections and enhancements including creating the new SDES CONTACT ADD/UPDATE and SDES CONTACT DISPLAY Remote Procedure Calls (RPC) were created to support the contact attempts logic in the SDES* namespaced RPCs and these two RPCs were added to the SDESRPC option. The SDEC RETURN MENTAL HEALTHJSON RPC was created to return if the stop code IEN is a Mental Health Specialty. The SDEC GET REQ BY TYPE VET JSON RPC was created to return only appointment requests of sub-type "VETERAN". This RPC was added to the SDECRPC option. The VS GUI was updated to utilize the new DEC GET REQ BY TYPE VET JSON RPC which returns a list of Veteran requests which will then be displayed to the user. The SDES EDIT CLINIC AVAILABILITY RPC was updated to include the appropriate checks which will prevent the changing of the clinic start and end times if already scheduled appointments will fall outside of the new clinic start and end times. The SDES GET APPTREQ BY INST RPC was created and returns all open Appointment Requests from the SDEC APPT REQUEST (#409.85) file for all the Clinics under a given Institution. The logic supporting the SDES GET APPT REQ BY TYPE VET RPC was updated to return an updated JSON object with data that is consistent with the other existing Request Management (RM) grid RPCs. The logic supporting the calculation of the MISSION Act eligibility in routine SDESMISSIONELG was updated to match the revised business rules. ************************************************************************** * GUI UPDATE NOTICE * * ---------------------------------------------------------------------- * * This patch MUST be installed before the GUI update for release * * 1.7.37.0 of VS is installed. * * * * * * The previous version of the VS GUI will not operate after this * * patch is installed. Therefore, VS GUI V1.7.37.0 and VistA patch * * SD*5.3*835 must be coordinated and installed during the same * * maintenance window. * * * * * ************************************************************************** Patch Components: ----------------- Files & Fields Associated: New/Modified/Deleted -------------------------- -------------------- SDES ERROR CODES New errors being Modified (#409.93) deployed File Name (Number) Field Name New/Modified/Deleted ------------------ ---------- -------------------- SDEC CONTACT SDEC REQUEST POINTER Modified (#409.86) (#2.3) Forms Associated: ----------------- Form Name File Number New/Modified/Deleted --------- ----------- -------------------- N/A Mail Groups Associated: ----------------------- Mail Group Name New/Modified/Deleted --------------- -------------------- N/A Options Associated: ------------------- Option Name Type New/Modified/Deleted ----------- ---- -------------------- SDECRPC Broker Modified SDESRPC Broker Modified Protocols Associated: --------------------- Protocol Name New/Modified/Deleted ------------- -------------------- N/A Security Keys Associated: ------------------------- Security Key Name ----------------- N/A Templates Associated: --------------------- Template Name Type File Name (Number) New/Modified/Deleted ------------- ----------------------- -------------------- Remote Procedures Associated: ----------------------------- Remote Procedure Name New/Modified/Deleted --------------------- -------------------- SDEC GET REQ BY TYPE VET JSON New SDEC RETURN MENTAL HEALTH JSON New SDES CONTACT ADD/UPDATE New SDES CONTACT DISPLAY New SDES GET APPTREQ BY INST New Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-4155: VistA: Rewrite Contact Attempts RPC's in the SDES menu option. Problem: Need to rewrite Contact Attempt RPCs in the SDES menu option. SDEC CONTACT DISPLAY SDEC CONTACT DISPLAY SINGLE SDEC CONTACT MULTI-DISPLAY SDEC CONTACT SEQUENCE SDEC CONTACT SEQUENCE SINGLE SDEC CONTACT NEW SDEC CONTACT UPDATE SDEC CONTACT STOP CODE Resolution: The new SDES CONTACT ADD/UPDATE and SDES CONTACT DISPLAY RPCs were created to address this request and these 2 RPCs were added to the SDECRPC menu option. 2) VSE-4313: VistA: Create RPC for Service/Specialty Mental Health Stop Codes. Problem: The original exception was happening for Service/Specialty when attempting to disposition with "Failure to Respond". The remaining issue is to have the ability to handle Mental Health Service/Specialties like we do with Clinics. Need to create a new RPC for Service/Specialty Mental Health Stop Codes. This RPC is for use by VS GUI only-it will go in the SDECRPC option only. The same logic for ISS should be handled by EAS. Resolution: The SDEC RETURN MENTAL HEALTHJSON RPC was created to return if stop code IEN is a Mental Health Specialty. 3) VSE-4622: VistA: RPC to return "VETERAN" type APPT requests. Problem: Need to create a RPC to return only appointment requests of sub-type "VETERAN". This is to populate a list of requests for a facility. Resolution: The SDEC GET REQ BY TYPE VET JSON RPC was created to return only appointment requests of sub-type "VETERAN". This RPC was added to the SDECRPC option. 4) VSE-4623: VS GUI: Add list view for veteran requests. Problem: Query tool is not an ideal solution for finding requests entered through VAOS (requests of sub-type "VETERAN"). We need a way to view only VETERAN requests. M team is creating RPC to return a list of Veteran requests. On GUI side, need ability to view list and the user should be able to print the list. List should include at least these fields: Patient SSN or last 4 Create Date CID/Preferred Date of Appt Req Service/Specialty Patient Comments Institution Resolution: The VS GUI was updated to utilize the new SDEC GET REQ BY TYPE VETERAN RPC which returns a list of Veteran requests which will then be displayed to the user. 5) VSE-4691: VistA: Modify SDES EDIT CLINIC AVAILABILITY to not allow start and end times to be changed if existing appointments will be affected. Problem: Modify SDES EDIT CLINIC AVAILABILITY to not allow the changing of the clinic start and end times if already scheduled appointments will fall outside of the new clinic start and end times. Steps to reproduce: 1. Create a new clinic that starts at 8:00AM 2. Create availability at from 8:00-10:00AM (2 slots in each availability) 3. Book an appointment at 9:00AM 4. Use SDES EDIT CLINIC to change the start hour of the clinic to 9:00AM 5. Fetch the clinic availability with SDES GET CLINIC AVAILABILITY In the scenario described by the steps above when the clinic start hour is changed each of the clinic availability times is shifted by an hour accordingly (the slot that started at 8AM is changed to start at 9AM, etc.). The defect is that the availability slots are not recalculated. The appointment was booked at 9AM before the clinic start hour was changed. After changing the clinic start hour, the 9AM slot still shows a slot count of 2 and the 10AM slot still shows a slot count of 1, even though the appointment is still recorded as being at 9AM. Resolution: The supporting logic in routines SDESCLINICSET and SDESVALUTIL was updated to include the appropriate checks which will prevent the changing of the clinic start and end times if already scheduled appointments will fall outside of the new clinic start and end times. 6) VSE-4695: VistA: Create a new RPC to fetch open appointment requests. Problem: Acheron team is requesting to have a new RPC to fetch open appointment requests for a given medical center division. If the RPC is called for 442GB, it would return: 1. Open requests for clinics which are assigned to a medical center division that has the 442GB institution listed. 2. Open veteran requests that have 442GB set as the station number (veteran requests from VAOS have no clinic pointer, but do have a station number set). There are probably some paging/result limiting considerations that should be discussed and documented. Presumably there could be more pending requests than the RPC broker could handle in a single response, or perhaps just large enough that it would be undesirable to try and return them all for latency considerations. Resolution: The SDES GET APPTREQ BY INST RPC was created and returns all open Appointment Requests from the SDEC APPT REQUEST (#409.85) file for all the Clinics under a given Institution. 7) VSE-4699: Modify SDES GET APPT REQ BY TYPE VET. Problem: Need to modify SDES GET APPT REQ BY TYPE VET return set to be consistent with what the RM grid RPCs are currently returning to remove mapping issues on GUI side. Resolution: The logic supporting the SDES GET APPT REQ BY TYPE VET RPC was updated to return an updated JSON object with data that is consistent with the other existing RM grid RPCs. 8) VSE-4737: VistA: Revise MISSION Act Eligibility Logic for Availability. Problem: When calculating MISSION Act eligibility, revise so Patient is wait time eligible if: 1. Selected date for new appointment is outside of the WTS where WTS is file entry date +19 (to equal 20 days) for PRIMARY CARE or file entry date +27 (to equal 28 days) for specialty care, AND 2. There is no availability in the selected clinic for the appointment within the WTS where WTS is file entry date +19 (to equal 20 days) for PRIMARY CARE or file entry date +27 (to equal 28 days) for specialty care, AND 3. PID is within WTS where WTS is file entry date +20 for PRIMARY CARE or file entry date +28 days for specialty care Resolution: The logic supporting the calculation of the MISSION Act eligibility in routine SDESMISSIONELG was updated to match the business rules listed above. Test Sites: ----------- Alexandria, LA (ALX) Martinsburg, WV (MWV) Software and Documentation Retrieval Instructions: ---------------------------------------------------- Software is distributed by PackMan message and MSI software. NOTE: There are two installation files. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_37_0_P.MSI is the production VS GUI installation file. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_37_0_T.MSI is the preproduction VS GUI file. Other Software Files: This release also includes documentation and other software files. They can be obtained at: https://download.vista.domain.ext/index.html/SOFTWARE/ Documentation Title File Name FTP Mode -------------------------------------------------------------------------- VS GUI R1.7.37.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_37_0_P.MSI Binary VS GUI R1.7.37.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_37_0_T.MSI Binary VS GUI R1.7.37.0 VDD VS_GUI_1_7_37_0 VDD Binary VS GUI R1.7.37.0 DIBR VS_GUI_1_7_37_0 DIBR Binary VS GUI R1.7.37.0 Release Notes VS_GUI_1_7_37_0 RN Binary VS GUI R1.7.37.0 Technical Manual VS_GUI_1_7_37_0 TM Binary VS GUI R1.7.37.0 User Guide Addendum VS_GUI_1_7_37_0_UG_ADD Binary PIMS Technical Manual PIMS_TM Binary Documentation describing the new functionality is included in this release. Documentation can be found on the VA Software Documentation Library at: https://www.domain.ext/vdl/ Patch Installation: ------------------- GUI Installation Instructions: ------------------------- Sites that employ the VistA Consolidated Server (VACS) installation process will be alerted to the new GUI via an action item from Office of Information and Technology (OIT) Information Technology Operations and Services (ITOPS). Follow the detailed instructions in the Action Item email for VistA Consolidated Server (VACS) installation. The Information Operations (IO) HBMC Field Operations (FO) Application Division will lead and coordinate deployment activities with EUO, Client Technology, Citrix Back Office, and Area Managers, and other OIT and business partners as required. The released software package is available at: https://download.vista.domain.ext/index.html/SOFTWARE Release Manager Point of Contact: Name: Stevens Jack Phone: 772-646-2303 Email: jack.stevens1@domain.ext Pre/Post Installation Overview: ------------------------------- Routine SDES835P will update SDEC SETTINGS (#409.98) file. Routine will run at the end of patch installation process. The post install will also create the new REQPTR x-ref in SDEC CONTACT (#409.86) file. Pre-Installation Instructions: ------------------------------ N/A Setup/Configuration 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 10 minutes to install. 1. Choose the PackMan message containing this patch. 2. Choose the INSTALL/CHECK MESSAGE PackMan option. 3. From the KIDS Menu, select the Installation Menu. From this menu, you may elect to use the following options. When prompted for the INSTALL NAME, enter SD*5.3*835. a. Backup a Transport Global - This option will create a backup message of any components exported with this patch. You are prompted to select "R" for Routines or "B" for Build. For this patch, backing up the "B"uild is suggested. Select one of the following: B Build R Routines Enter response: Build 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 when prompted for the INSTALL NAME, enter SD*5.3*835. 5. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//' respond NO. 6. When prompted "Want KIDS to INHIBIT LOGONs during the install? NO//" respond NO. 7. If prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//" respond NO. 8. If prompted "Delay Install (Minutes): (0 - 60): 0//" respond 0. Post-Installation Instructions: ------------------------------- Post install routine SDES835P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES835P routine using the Delete Routines [XTRDEL] if they wish. Back-Out Plan/Roll Back Plan: ----------------------------- Install the backup message created during the installation of SD*5.3*835. The VS GUI NATIONAL and VS GUI LOCAL entries in the SDEC SETTINGS (#409.98) file needs to be reverted to 1.7.36. If 1.7.37.0 VS GUI was installed, it will need to be reverted to VS GUI 1.7.36.0. See Deployment, Installation, Back Out and Rollback Guide (DIBR) https://download.vista.domain.ext/index.html/SOFTWARE/VS_GUI_1_7_37_0_ DIBR.PDF. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 4 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDECAR4 Before:B145299300 After:B155979383 **784,785,788,805,813,826,833,835** Routine Name: SDES835P Before: n/a After: B3480549 **835** Routine Name: SDESCANCELAPPTS Before: B81285999 After: B88599122 **818,820,828,835** Routine Name: SDESCLINICSET Before:B212673293 After:B212546710 **799,805,820,824,825,831,835** Routine Name: SDESCONSULTUPD Before: n/a After: B5147773 **835** Routine Name: SDESCONTACTS Before: n/a After:B151603455 **835** Routine Name: SDESCREATEAPPREQ Before:B167875599 After:B167369738 **823,826,833,835** Routine Name: SDESGETAREQINST Before: n/a After: B5171037 **835** Routine Name: SDESGETMHCODE Before: n/a After: B2994668 **835** Routine Name: SDESMISSIONELG Before: B43961305 After: B45561330 **814,815,818,820,826,835** Routine Name: SDESNOSHOW Before: B62188321 After: B62382945 **831,835** Routine Name: SDESRECALLREQ Before: n/a After: B11196273 **835** Routine Name: SDESVALUTIL Before: B1333437 After: B2512620 **826,835** Routine list of preceding patches: 828, 831, 833 ============================================================================= User Information: Entered By : Date Entered : JAN 03, 2023 Completed By: Date Completed: FEB 14, 2023 Released By : Date Released : FEB 14, 2023 ============================================================================= Packman Mail Message: ===================== $END TXT