============================================================================= Run Date: JUL 27, 2023 Designation: WEBP*1*30 Package : WEBP - PATIENT CENTERED MANAGEMENT Priority: Mandatory Version : 1 SEQ #30 Status: Released Compliance Date: AUG 27, 2023 ============================================================================= Subject: PCMM WEB DEFECT REMEDIATION AND ENHANCEMENTS 1.0 Category: - Informational Description: ============ The purpose of the patch is to remediate some issues with the PCMM web application while also adding some enhancements. There are a total of 22 items addressed in the patch, 5 defects, and 17 enhancements. Enhancements are as follows: 1. PCMMW-37 - Qualifying Primary Care Encounters: PCP or AP. 2. PCMMW-38 - Qualifying Primary Care Encounters: NPAP or PAAP. 3. PCMMW-60 - Create a new Scribe TEAM Role to PCMM. 4. PCMMW-62 - Create a new Telehealth Clinical Technician TEAM Role to PCMM. 5. PCMMW-63 - Create a new Whole Health Coach TEAM Role to PCMM. 6. PCMMW-72 - Make Expected FTE entry required when creating a Primary Care care type Dietician role. 7. PCMMW-73 - Make Actual FTE entry required when creating a Primary Care care type Dietician Team Role (position). 8. PCMMW-78 - Backfill Primary Care care type Dietician Expected FTE value (Data Conversion). 9. PCMMW-79 - Backfill Primary Care care type Dietician Actual FTE value. 10. PCMMW-116 - Silence MPACT CREATED Informational Alert. 11. PCMMW-118 - Silence MPACT APPROVED BY ALL Alert. 12. PCMMW-121 - Silence MPACT Withdrawn/Completed Relocation Alert. 13. PCMMW-123 - Silence MPACT Approved by All Relocation Alert. 14. PCMMW-130 - Allow users with cleanup role to access and modify in User Management users without AD record. 15. PCMMW-131 - Add a new Whole Health Coach STAFF Role to PCMM. 16. PCMMW-132 - Add a new Telehealth Clinical Technician STAFF Role to PCMM. 17. PCMMW-133 - Add a new Scribe STAFF Role to PCMM. Defects are as follows: 1. INC26226856 - Station 659-PCMM: error message when assigning veteran to a PACT team. Patients cannot be assigned more than once simultaneously to a team. 2. INC22546170 - Please assign to PLM.HEALTH.HealthCareAdmin for PCMM National Issue - No notification of Modeled Capacity Calculation updating. 3. INC22602669 - 436-Give to PLM.HEALTH.HealthCareAdmin (PCMM) - Rooms Value Incorrect. 4. INC25020516 - PCMM IOW Sta. 636A8 - override option not working correctly. 5. INC25534744 - PCMM BIR Sta. 523 - Provider/PACT name showing up differently in PCMM than VistA. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- N/A Forms Associated: Form Name File # New/Modified/Deleted --------- ------ -------------------- N/A Mail Groups Associated: Mail Group Name New/Modified/Deleted --------------- -------------------- N/A Option Name Type New/Modified/Deleted ----------- ---- -------------------- N/A 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 ------------- ---- ------------------ -------------------- N/A Additional Information: N/A New Service Requests (NSRs): ---------------------------- N/A Patient Safety Issues (PSIs): ----------------------------- N/A Enhancement Tracking System Ticket(s) in JIRA & Overview: --------------------------------------------------------- 1. PCMMW-37 - Qualifying Primary Care Encounters: PCP or AP. Problem ------- As a PCMM User, I want Primary Care care type encounters that include the patient's Primary Care Provider (PCP) or explicitly assigned Associate Provider (AP) or assigned surrogate PCP to be identified as the only qualifying encounters so that I can ensure patients are not going an extended period of time without a PCP visit. Resolution ---------- Created a script to update the qualifying flag in the database for encounters. 2. PCMMW-38 - Qualifying Primary Care Encounters: NPAP or PAAP. Problem ------- As a PCMM User, I want Primary Care care type encounters to allow for preceptors NP or PA to an NPAP or PAAP (respectively) to be identified as qualifying encounters so that I can ensure patients are not going an extended period of time without a PCP visit. Resolution ---------- Created a script to update the qualifying flag in the database for encounters. 3. PCMMW-60 - Create a new Scribe TEAM Role to PCMM. Problem ------- Given a new PCMM Team Role of "Scribe" then PCMM will allow this Team Role to be added to a Primary Care care type Team. Resolution ---------- Created script to create the role in PCMM's database. 4. PCMMW-62 - Create a new Telehealth Clinical Technician TEAM Role to PCMM. Problem ------- Given a new PCMM Team Role of "Telehealth Clinical Technician" then PCMM will allow this Team Role to be added to a Primary Care care type Team. Resolution ---------- Created script to create the role in PCMM's database. 5. PCMMW-63 - Create a new Whole Health Coach TEAM Role to PCMM. Problem ------- Given a new PCMM Team Role of "Whole Health Coach" then PCMM will allow this Team Role to be added to a Primary Care and Primary Care-HBPC care type Teams. Resolution ---------- Created script to create the role in PCMM's database. 6. PCMMW-72 - Make Expected FTE entry required when creating a Primary Care care type Dietician role. Problem ------- Given an active Primary Care care type Team Role of Dietician then Expected FTE should be required upon Dietician Team Role creation. Resolution ---------- Created a script to update the required flag in the database. 7. PCMMW-73 - Make Actual FTE entry required when creating a Primary Care care type Dietician Team Role (position). Problem ------- Given an active Primary Care care type Team Role of Dietician then Actual FTE should be required upon Dietician Team Role creation. Resolution ---------- Created a script to update the required flag in the database. 8. PCMMW-78 - Backfill Primary Care care type Dietician Expected FTE value (Data Conversion). Problem ------- As a PCMM User, I want the active Primary Care care type Dietician Team Role (position) created prior to requiring an Expected FTE value to be populated with Expected FTE equal 1.0 so that there will not be validation errors prior to the PCMM Coordinator reviewing the Expected FTE value. Resolution ---------- Configured the database appropriately to comply with current state of system. 9. PCMMW-79 - Backfill Primary Care care type Dietician Actual FTE value. Problem ------- As a PCMM User, I want the active Primary Care care type Dietician Team Role (position) created prior to requiring an Actual FTE value to be populated with Actual FTE equal 0.01 hat there will not be validation errors prior to the PCMM Coordinator reviewing the Actual FTE value. Resolution ---------- Configured the database appropriately to comply with current state of system. 10. PCMMW-116 - Silence MPACT CREATED Informational Alert. Problem ------- As a PCMM Coordinator, I want the "MPACT CREATED." informational alert to be silenced so that I have fewer alerts in the alert review lists. Resolution ---------- Created script for database change to silence specified alert. 11. PCMMW-118 - Silence MPACT APPROVED BY ALL Alert. Problem ------- As a PCMM Coordinator, I want the "MPACT APPROVED BY ALL." *informational *alert to be silenced so that I have fewer alerts in the alert review lists. Resolution ---------- Created script for database change to silence specified alert. 12. PCMMW-121 - Silence MPACT Withdrawn/Completed Relocation Alert. Problem ------- As a Traveling Veteran Coordinator (TVC), I want the "MPACT WITHDRAWN/COMPLETED RELOCATION ." informational alert to be silenced so that I have fewer alerts in the alert review lists. Resolution ---------- Created script for database change to silence specified alert. 13. PCMMW-123 - Silence MPACT Approved by All Relocation Alert. Problem ------- As a Traveling Veteran Coordinator (TVC), I want the "MPACT APPROVED BY ALL." informational alert to be silenced so that I have fewer alerts in the alert review lists. Resolution ---------- Created script for database change to silence specified alert. 14. PCMMW-130 - Allow users with cleanup role to access and modify in User Management users without AD record. Problem ------- As a user with the cleanup role, I want to be able to search and modify in UserManagement users with absent AD record. Resolution ---------- Added functionality to UserManagement to allow users with cleanup role to query, view, and modify users with no AD account, and see all users in the user list. 15. PCMMW-131 - Add a new Whole Health Coach STAFF Role to PCMM Problem ------- Given a new PCMM Staff Role of "Whole Health Coach" then PCMM will allow a provider to be assigned to this role without restricting based on VA Code or Taxonomy Code. Resolution ---------- Created script to create the role in PCMM's database. 16. PCMMW-132 - Add a new Telehealth Clinical Technician STAFF Role to PCMM. Problem ------- Given a new PCMM Staff Role of "Telehealth Clinical Technician " then PCMM will allow a provider to be assigned to this role without restricting based on VA Code or Taxonomy Code for a Primary Care care type Team. Resolution ---------- Created script to create the role in PCMM's database. 17. PCMMW-133 - Add a new Scribe STAFF Role to PCMM Problem ------- Given a new PCMM Staff Role of "Scribe" then PCMM will allow a provider to be assigned to this role without restricting based on VA Code or Taxonomy Code. Resolution ---------- Created script to create the role in PCMM's database. Defect Tracking System Ticket(s) & Overview: -------------------------------------------- 1. INC26226856 - Station 659-PCMM: error message when assigning veteran to a PACT team. Patients can not be assigned more than once simultaneously to a Team. Problem ------- The PCMM error dialog : Patients can not be assigned more than once simultaneously to a team Ensure that patient is ever assigned to a team more than once for the same time range The patient __________ is assigned to the team "KERN PC 4" more than once for the same time range. Resolution ---------- Added code to check if previous assignment exists, and if it does, it backdates the new assignment's start date to the last assignment end date so that they don't overlap. 2. INC22546170 - Please assign to PLM.HEALTH.HealthCareAdmin for PCMM National Issue - No notification of Modeled Capacity Calculation updating. Problem ------- No notification of Modeled Capacity Calculation updating after updating staffing. If there is a change to staffing FTE that results in the Modeled Capacity updating, there should be a notification to the user. Resolution ---------- Modified functionality to allow for notification to user if modeled capacity is changed with staff FTE changes. 3. INC22602669 - 436-Give to PLM.HEALTH.HealthCareAdmin (PCMM) - Rooms Value Incorrect. Problem ------- When viewing the rooms list, inactive teams are not appearing on the rooms they are linked to. The rooms list should show all teams linked to a room whether the team is active or inactive. Resolution ---------- Modified view of the Rooms List page to show inactive teams as well as active ones. 4. INC25020516 - PCMM IOW Sta. 636A8 - override option not working correctly Problem ------- When the override option is checked, the available capacity box says it is not checked. shows this way on all my overrides. Resolution ---------- Variable not passing through views correctly. Modified and fixed for override dialog. 5. INC25534744 - PCMM BIR Sta. 523 - Provider/PACT name showing up differently in PCMM than VistA. Problem ------- Provider/PACT name appearing differently in PCMM (observed in VAHC Health Connect - CRM). Provider name on PCMM window in Patient Record appears as PROVIDER, BOBBY G but cannot be added as Additional Signer. Users are to manually search for provider and was able to find PROVIDER, BOBBY G III. Resolution ---------- Modified PCMM basic functionality in order to pass FULL names from VistA to keep the suffix of a veteran. Test Sites: ----------- Memphis VA Medical Center VA Roseburg Healthcare System Software and Documentation Retrieval Instructions: -------------------------------------------------- PCMM Web patch, WEBP*1*30, is a centrally managed web-based application and will be implemented and deployed to a central web server. Sites do not need to download any file for the patch installation. 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/. Documentation can also be obtained at https://download.vista.domain.ext/index.html/SOFTWARE. Documentation Title File Name --------------------------------------------------------------------- Deployment, Installation Back-Out, WEBP_1.0_30_DIBRG.DOCX and Rollback Guide WEBP_1.0_30_DIBRG.PDF PCMM Web User Guide PCMM_WEB_UG.DOCX PCMM_WEB_UG.PDF Other Software Files: --------------------- This release also includes other software files. Other software files can be obtained by accessing the URL: https://download.vista.domain.ext/index.html/SOFTWARE File Name Description --------------------------------------------------------- PCMMR_EAR-1.30.03.EAR Installation file PCMMR_UNATTENDED_EAR-1.30.03.EAR Installation file cissUserManagement-1.30.02.EAR Installation file Patch Installation: =================== PCMM Web patch, WEBP*1*30, is a centrally managed web-based application and will be implemented and deployed to a central web server. No installation is required by sites. Pre/Post Installation overview: ------------------------------- See WEBP_1.0_30_DIBRG.PDF for additional information. Pre-Installation Instructions: ------------------------------ Installation Instructions: ------------------------- ****************************************************************** ** PLEASE NOTE: THERE IS NO LOCAL INSTALLATION FOR THIS PATCH. ** ****************************************************************** This informational patch, WEBP*1.0*30, is for PCMM Web. Installation is done on a centralized server. Please refer to the WEBP_1.0_30_DIBRG.PDF for more details. Post-Installation Instructions: ----------------------------- N/A Routine Information: ==================== No routines included. ============================================================================= User Information: Entered By : Date Entered : JAN 24, 2023 Completed By: Date Completed: JUL 27, 2023 Released By : Date Released : JUL 27, 2023 ============================================================================= Packman Mail Message: ===================== No routines included