$TXT Created by G at CHY0034.FO-BAYPINES.DOMAIN.EXT (KIDS) on Monday, 05/22/23 at 13:23 ============================================================================= Run Date: JUN 05, 2023 Designation: SD*5.3*843 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #699 Status: Released Compliance Date: JUN 16, 2023 ============================================================================= Associated patches: (v)SD*5.3*806 <<= must be installed BEFORE `SD*5.3*843' (v)SD*5.3*837 <<= must be installed BEFORE `SD*5.3*843' (v)SD*5.3*842 <<= must be installed BEFORE `SD*5.3*843' Subject: VS GUI VERSION 1.7.41.1 Category: - Routine - Enhancement (Mandatory) Description: ============ VistA Scheduling (VS) Graphical User Interface (GUI) Release 1.7.41.1 and SD*5.3*843 includes several defect corrections and enhancements including updating the SDES CREATE APPOINTMENTS Remote Procedure Call (RPC) to include a check on the current status of the corresponding appointment request or request/consult and it will now allow for the creations of a new appointment if the status of Closed, Discontinued or Complete. When trying to schedule an appointment the lock on the clinic was removed and the logic that sets or removes entries in the three associated files was revised to allow for better tracking and cleanup of the three files. The Supervisor Menu [SDSUP] menu was updated to include options to search for open requests for Veterans with a Date of Death on or before 12/31/2020 and the Date of Death was entered on or before 12/31/2021. Users should have the option to see a report of requests meeting this criteria, and the option to close open requests meeting this criteria. The SDES CREATE VET REQ SCHED APPT RPC was updated to correctly set the institution information and the linked appointment institution number. The VS GUI was updated to include a check for control characters in the Comments field. If the comments include control characters, a message will be displayed to the user noting invalid comment character entry and the user will be returned to the comments field to re-enter the comments. The RM Grid in the VS GUI was updated to remove the Date column and to re-size the remaining data for better readability. The Supervisor Menu [SDSUP] menu was updated to include the Open Veteran Requests Report [SDES OPEN VET REQUESTS RPT] option. The SDES CREATE APPOINTMENT RPC was updated to set the MISSION ACT ELIGIBLE (#2.1) field as the appointment is created. The SDES GET PATIENT FLAGS RPC was updated to returns all national and local flags for a patient, as well as the fugitive felon flag when set. The SDES PATIENT SEARCH RPC was updated to check the PRF ASSIGNMENT (#26.13) file for flags for a patient and if flags exist, it pulls the corresponding flag data from the PRF NATIONAL FLAG (#26.15) and the PRF LOCAL FLAG (#26.11) files. The SDES EDIT CLINIC AVAILABILITY RPC was updated to return an error if the required DATES field is not passed in. The Request JSON object was updated to include the EAS Tracking Number for all Request types. The SDES GET MISSION ACT ELIG RPC definition was updated to call directly into GETMISSIONELG^SDESMISSIONELG routine. Additional lock logic was added to the SDEC APPADD RPC to determine when the RPC is being called by the Computerized Patient Record System (CPRS) application. Additional validation logic was added to appointment type being passed into the SDEC APPADD RPC. The SDES CREATE APPT BLK AND MOVE RPC was updated to allow recall appointments to be block and moved. The SDES843P post install was updated to include logic to report on any appointment that was block and moved that would have errored out due to being of RECALL appointment type. ************************************************************************** * GUI UPDATE NOTICE * * ---------------------------------------------------------------------- * * This patch MUST be installed before the GUI update for release * * 1.7.41.1 of VS is installed. * * * * * * The previous version of the VS GUI will not operate after this * * patch is installed. Therefore, VS GUI V1.7.41.1 and VistA patch * * SD*5.3*843 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 ------------------ ---------- -------------------- N/A 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 ----------- ---- -------------------- SDEC DECEASED RECORD CLEANUP Run Routine New SDEC DECEASED RECORD MENU Menu New SDEC DECEASED RECORD REPORT Run Routine New SDES OPEN VET REQUESTS RPT Run Routine New SDMGR Menu Modified SDSUP Menu 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 --------------------- -------------------- SDES GET MISSION ACT ELIG Modified SDES GET PATIENT FLAGS Modified SDES PATIENT SEARCH Modified Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-4496: VistA: Modify SDES CREATE APPOINTMENTS to not allow creation of appointment from a dispositioned appointment. Problem: Need to modify SDES CREATE APPOINTMENTS to not allow creation of appointment from a dispositioned appointment request. Resolution: The SDES CREATE APPOINTMENTS RPC was updated to include a check on the current status of the corresponding appointment request or request/consult and it will now allow for the creations of a new appointment if the status of Closed, Discontinued or Complete. 2) VSE-4961: VistA: Remove the lock on Clinics when trying to schedule appointments. Problem: There is an existing problem when attempting to schedule appointments. The cause is due to locking at the CLINIC level. When you have a high volume clinic and multiple users are trying to schedule appts, there are failures to lock the clinic in some cases. The second problem is due to the lock failing. If the lock fails and the RPC cannot create an appointment in all three files, it tries to delete the ones that it DID file, including the 44 record. That record was not getting deleted properly. Resolution: The lock on the clinic was removed and the logic that sets or removes entries in the three associated files was revised to allow for better tracking and cleanup of the three files. 3) VSE-5100: VistA: Close open requests for deceased veterans. Problem: The business would like the ability to search for open requests for Veterans with a Date of Death on or before 12/31/2020 and the Date of Death was entered on or before 12/31/2021. Users should have the option to see a report of requests meeting this criteria, and the option to close open requests meeting this criteria. Resolution: The Supervisor Menu [SDSUP] menu was updated to include the following items: Deceased Patients w/ Open Records [SDEC DECEASED RECORD MENU] Which includes these two options: Open records for deceased patients report [SDEC DECEASED RECORD REPORT] Clean up open records for deceased patients [SDEC DECEASED RECORD CLEANUP] 4) VSE-5109: VistA: Modify SDES CREATE VET SCHED APPT to set the request institution to the clinic institution. Problem: The SDES CREATE VET REQ SCHED APPT RPC is not setting the institution and the linked appointment institution name and linked appointment institution number Resolution: The supporting routines were reviewed, and two existing defects were identified and corrected. The linked appointment institution name issue will be addressed in a future patch. 5) VSE-5138: VS GUI: Do Not Allow Control Characters in Comments Field. Problem: The VS GUI needs to not allow users to submit control characters through the comments field on Appointment Request. The characters seem to be stripped from the trace log, but it seems the request is lost. Also, special characters in the Contact Attempts comments field are causing GUI to hang. We need to validate the comments field with a regular expression and prevent them from saving if any special characters are present. Resolution: The VS GUI was updated to include a check for control characters in the Comments field. If the comments include control characters, a message will be displayed to the user noting invalid comment character entry and the user will be returned to the comments field to re-enter the comments. 6) VSE-5157: VS GUI: Remove Date Column from RM Grid. Problem: In VS GUI, there is a "Date" column on the RM Grid that does not display any information, and if you click on the column, it crashes the GUI. The "Date" column needs to be removed from RM grid. It does not provide information, and it is not a column within user preferences. Resolution: The RM Grid in the VS GUI was updated to remove the Date column and to re-size the remaining data for better readability. 7) VSE-5160: I-0001568 VistA Option for Open Veteran Requests. Problem: The Business requests one option in the Scheduling Manager's Menu to return all open VETERAN requests and all relevant information for scheduling: * Patient Name * Last four SSN * Service/Specialty * PID * Request Entry Date * Institution * Patient Contact using the sub-field for Action (Called, Message Left, Letter) * Wait Time (this would be a calculation based on the date entered/v today's date) * Patient Comments Resolution: The Supervisor Menu [SDSUP] menu was updated to include the following item: Open Veteran Requests Report [SDES OPEN VET REQUESTS RPT] 8) VSE-5163: VistA: Modify SDES CREATE APPOINTMENTS to set the Mission Act Eligible flag. Problem: Need to modify SDES CREATE APPOINTMENT to set the Mission Act Eligible flag in file 409.84. Resolution: The SDES CREATE APPOINTMENT RPC was updated to set the MISSION ACT ELIGIBLE (#2.1) field as the appointment is created. 9) VSE-5170: VistA: Update SDES GET PATIENT FLAGS to return only flags in active status. Problem: The SDES GET PATIENT FLAGS RPC currently returns all national and local flags for a patient, as well as the fugitive felon flag (if set). This needs to be updated to return all national and local flags {*} with a status of 'ACTIVE'{*}, as well as the fugitive felon flag. Resolution: The SDES GET PATIENT FLAGS RPC was updated to returns all national and local flags for a patient, as well as the fugitive felon flag when set. 10) VSE-5180: VistA: Modify SDES PATIENT SEARCH RPC to return Local, National, and Sensitive Patient flags. Problem: Need to modify SDES PATIENT SEARCH RPC to return Local, National, and Sensitive Patient flags. Resolution: The SDES PATIENT SEARCH RPC was updated to check the PRF ASSIGNMENT (#26.13) file for flags for a patient and if flags exist, it pulls the corresponding flag data from the PRF NATIONAL FLAG (#26.15) and the PRF LOCAL FLAG (#26.11) files. 11) VSE-5189: VistA: Modify SDES EDIT CLINIC AVAILABILITY to return an error if the user does not enter a date. Problem: Need to modify SDES EDIT CLINIC AVAILABILITY RPC to return an error if the user does not enter a date. Resolution: The SDES EDIT CLINIC AVAILABILITY RPC was updated to return an error if the required DATES field is not passed in. 12) VSE-5281: VistA: Add EAS Tracking Number to the appointment request object for consults. Problem: Need to update the RPC to always set the EAS Tracking Number element in the returned JSON object regardless of request type. Resolution: The Request JSON object was updated to include the EAS Tracking Number for all Recall Requests. 13) VSE-5282: VistA: Modify SDES GET MISSION ACT ELIG RPC to point to SDESMISSIONELG. Problem: To follow VSE coding standards, the SDES GET MISSION ACT ELIG RPC needs to call directly into the SDESMISSIONELG routine with contains the supporting logic. Resolution: The SDES GET MISSION ACT ELIG RPC definition was updated to call directly into GETMISSIONELG^SDESMISSIONELG routine. 14) VSE-5249 : RTC order in CPRS has been discontinued by Provider and the RTC remains in VSE. Problem: When the provider discontinues an order in CPRS, the request in VS GUI remains in the RM Grid and the AEU has to disposition the request. Resolution: Modified the lock logic to determine what application is calling the SDEC APPADD RPC. If the calling application is the CPRS application, then do not check the locks as CPRS is locking the order prior to calling the scheduling code. 15) VSE-5339 VistA: VetText & TMP: Check the Validation of the Appointment Request. Problem: VetText and TMP are sending the wrong value into input parameter 15 for SDEC APPADD. Resolution: Added validation logic to the SDAPTYP (15th) input parameter. Current logic checks to see if is null but does not validate beyond that. Add logic to check if the input parameter is a valid type and IEN. 16) VSE-5411 VS GUI: GUI: Update demographics indicator to use new TAS-P cw endpoint. Problem: Need to update demographics indicator to use new TAS-P cw endpoint. Resolution: The demographicServiceEndpoint indicator was updated in four routines to utilize the latest TAS-P cw endpoint. 17) VSE-5451 VistA: Block & Move of Recall Appointment returns invalid appointment type. Problem: Block & Move of Recall Appointment returns invalid appointment type due to invalid Appointment Request IEN. Change both the cancellation code and the block and move to allow the cancelation code to return back the new request IEN and for the block and move to 'see' that this is a recall appointment being blocked and moved and if it is, use this new returned value to create the new appointment. Resolution: The SDES CREATE APPT BLK AND MOVE RPC was updated to allow recall appointments to be block and moved. 18) VSE-5455: VistA: Create a post install routine to report on Block & Move appointments or RECALL type. Problem: Need to create a post install routine to report on any appointment that was block and moved that would have errored out due to being of RECALL appointment type. Resolution: The SDES843P post install was updated to include logic to report on any appointment that was block and moved that would have errored out due to being of RECALL appointment type. Test Sites: ----------- Bay Pines, FL (BAY) Salt Lake City, UT (SLC) 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_41_1_P.MSI is the production VS GUI installation file. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_41_1_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 R1.7.41.1 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_41_1_P.MSI Binary VS GUI R1.7.41.1 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_41_1_T.MSI Binary VS GUI R1.7.41.1 VDD VS_GUI_1_7_41_1 VDD Binary VS GUI R1.7.41.1 DIBR VS_GUI_1_7_41_1 DIBR Binary VS GUI R1.7.41.1 Release Notes VS_GUI_1_7_41_1 RN Binary VS GUI R1.7.41.1 Technical Manual VS_GUI_1_7_41_1 TM Binary VS GUI R1.7.41.1 User Guide Addendum VS_GUI_1_7_41_1_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 SDES843P will update SDEC SETTINGS (#409.98) file. Routine will run at the end of patch installation process. Pre-Installation Instructions: ------------------------------ N/A Setup/Configuration Instructions: --------------------------------- This patch may be installed with users on the system, although it is highly 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. 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*843. 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*843. 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 SDES843P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES843P routine using the Delete Routines [XTRDEL] if they wish. Back-Out Plan/Roll Back Plan: ----------------------------- 1. Load the Backup MailMan Message a. Go into MailMan and find the backup message you created in step 3a of the installation process and read that message. b. At the "Type to continue or '^' to exit:" prompt enter ^ to get to the command prompt. c. At the command prompt enter X for eXtract and press enter. d. At the "Select PackMan function:" prompt enter 6 for INSTALL/CHECK MESSAGE and press enter. e. At the "OK to Continue with Load? NO//" prompt, type YES and press enter. f. At the "Want to Continue with Load? YES//" prompt, press enter. g. Exit MailMan. 2. Go Into the Kernel Installation & Distribution System (KIDS) and load and install the backup like you would a regular patch. a. Enter D ^XUP at the command prompt. b. At the "Select OPTION NAME:" prompt, enter Kernel Installation & Distribution System" and press enter. c. From the main KIDS menu, select the Installation ... option. d. From the Installation ... option, select 6 Install Package(s). e. At the "Select INSTALL NAME:" prompt enter SD*5.3*843b. f. If prompted for "Want KIDS to INHIBIT LOGONs during the install? NO//" take the default by pressing enter. g. If prompted for "Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//" take the default by pressing enter. h. At the DEVICE: prompt, enter the output device of your choice. i. Verify that the SD*5.3*843b backup installs without any issues. The VS GUI NATIONAL and VS GUI LOCAL entries in the SDEC SETTINGS (#409.98) file needs to be reverted to 1.7.40. If 1.7.41.1 VS GUI was installed, it will need to be reverted to VS GUI 1.7.40.0. See Deployment, Installation, Back Out and Rollback Guide (DIBR) https://download.vista.domain.ext/index.html/SOFTWARE/VS_GUI_1_7_40_1_ DIBR.PDF. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 9 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDB1 Before: B29497018 After: B29992778 **20,183,221,567,627,726,775, 806,843** Routine Name: SDEC07 Before:B180389369 After:B180209897 **627,642,651,658,665,669,671, 672,701,686,740,694,785,788, 790,799,801,805,816,819,842, 843** Routine Name: SDECAR Before:B118217593 After:B119559989 **627,642,671,745,792,797,805, 815,833,837,843** Routine Name: SDECDTHCLNUP2 Before: n/a After: B31079382 **843** Routine Name: SDES843P Before: n/a After: B26817199 **843** Routine Name: SDESBLKANDMOVE Before:B161127299 After:B160908903 **797,799,800,801,803,804,805, 807,819,820,843** Routine Name: SDESCLNSETAVAIL Before:B106746808 After:B107862185 **800,803,805,809,818,820,833, 842,843** Routine Name: SDESCREATEAPPREQ Before:B184052349 After:B183950057 **823,826,833,835,837,843** Routine Name: SDESCREATEAPPT Before: B74150092 After: B82464554 **814,823,826,827,828,842,843** Routine Name: SDESCRTAPPTWRAP Before: B68430725 After: B66013368 **814,816,823,826,827,828,843** Routine Name: SDESGETREQWRAPPR Before: B89638024 After: B96080713 **815,818,820,823,825,831,838, 842,843** Routine Name: SDESOPENVETREQS Before: n/a After: B21477220 **843** Routine Name: SDESPATFLAGS Before: B8713230 After: B12698504 **818,831,843** Routine Name: SDESPATSEARCH Before: B39457347 After: B62496913 **833,838,842,843** Routine Name: SDESREQAPPCREATE Before: B72332691 After: B72804643 **823,826,843** Routine list of preceding patches: 806, 837, 842 ============================================================================= User Information: Entered By : Date Entered : FEB 28, 2023 Completed By: Date Completed: JUN 05, 2023 Released By : Date Released : JUN 05, 2023 ============================================================================= Packman Mail Message: ===================== $END TXT