$TXT Created by G at CHY0034.FO-BAYPINES.DOMAIN.EXT (KIDS) on Friday, 06/02/23 at 12:31 ============================================================================= Run Date: JUN 21, 2023 Designation: SD*5.3*844 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #700 Status: Released Compliance Date: JUL 06, 2023 ============================================================================= Associated patches: (v)SD*5.3*582 <<= must be installed BEFORE `SD*5.3*844' (v)SD*5.3*790 <<= must be installed BEFORE `SD*5.3*844' (v)SD*5.3*843 <<= must be installed BEFORE `SD*5.3*844' Subject: VS GUI VERSION 1.7.42.0 Category: - Routine - Enhancement (Mandatory) Description: ============ VistA Scheduling (VS) Graphical User Interface (GUI) Release 1.7.42.0 includes several defect corrections and enhancements including an update to re-activate the Veterans Affairs (VA) loaned device logic that was de-activated in an earlier release. The VS GUI was updated send the appointment link for VA Video Connect (VVC) appointments to both the patients and the providers when the user selects "Resend Link". The new SDES CHECK ORDER LOCK Remote Procedure Call (RPC) was created and will return a flag when an appointment request is currently locked. The VS GUI was updated to call the new SDES CHECK ORDER LOCK RPC to determine if an appointment request is currently locked. When it is, the Block and Move and Drag and Drop functionality will not be enabled. A post install routine to search all requests in the SDEC APPT REQUEST (#409.85) file and for appointment requests for clinics that have Community Care Consult (669) for their Primary or Secondary Stop Code and close these requests with the disposition reason of REMOVED/NON-VA CARE. The new SDES GET RESOURCE BY CLINIC RPC was created to return the resource(s) for a specified clinic. The new SDES GET RESOURCE BY DUZ RPC was created to return the resource(s) for the NEW PERSON (#200) Internal Entry Number (IEN) passed in. The SDES PATIENT SEARCH RPC was updated to accept a partial patient name of 1 or 2 characters. The SDES GET PATIENT FLAGS and SDES PATIENT SEARCH RPCs were updated to include the APPROVED BY (#.05) field which is in the PRF ASSIGNMENT HISTORY (#26.14) file. The Assignment Status will not be returned after all because the code is set up right now to only pass back flags that have an active status. The SDRRINQ routine was updated to include "inactive" recall reminders from the RECALL REMINDERS REMOVED (#403.56) file when the DELETE DATE (#201), DELETE CLERK (#202) and DELETE REASON (#203) fields are not present. The SDES GET APPTS BY PATIENT DFN3, SDES GET APPTS BY IENS, SDES GET APPT BY APPT IEN, SDES GET APPTs BY CLIN LIST2 and the SDES GET APPTS BY CLINIEN LIST RPCs were updated to include the request fields in their returned JavaScript Object Notation (JSON) object. The SDEC APPSDGET RPC was updated to use the MAX # DAYS FOR FUTURE BOOKING (#2002) field when determining the future booking day limit for the clinic. The SDES CREATE APPT REQ RPC was updated to make the Request Date field optional. If the Request Date is not passed into the RPC, it will be defaulted to the current date. The SDES GET MISSION ACT ELIG RPC was updated by adding $G statements to the incoming parameters to prevent the RPC from erroring out. The new SDES GET HOLIDAYS RPC was created and it returns holidays from the HOLIDAY file (#40.5). The new AUTOMATED CANCELLATION cancellation reason was added to the CANCELLATION REASONS (#409.2) file. The VS GUI was updated to filter out the new AUTOMATED CANCELLATION cancellation reason so it can't be displayed to the users. The SDESCANAPPT2 and SDESCANCELAPPTS routines were updated to synchronize their input parameter lists with the actual parameters that can be passed in. The SDES CANCEL APPOINTMENT2 RPC was updated to use the existing SDEC logic. This RPC will be updated again in the future by moving the latest business rules into the SDES* name spaced routines. ************************************************************************** * GUI UPDATE NOTICE * * ---------------------------------------------------------------------- * * This patch MUST be installed before the GUI update for release * * 1.7.42.0 of VS is installed. * * * * * * The previous version of the VS GUI will not operate after this * * patch is installed. Therefore, VS GUI V1.7.42.0 and VistA patch * * SD*5.3*844 must be coordinated and installed during the same * * maintenance window. * * * * * ************************************************************************** Patch Components: ----------------- Files & Fields Associated: New/Modified/Deleted -------------------------- -------------------- CANCELLATION REASONS New Cancellation Reasons Modified (#409.2) being 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 ----------- ---- -------------------- 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 ------------- ----------------------- -------------------- N/A Remote Procedures Associated: ----------------------------- Remote Procedure Name New/Modified/Deleted --------------------- -------------------- SDES CHECK ORDER LOCK New SDES CREATE APPT REQ Modified SDES GET APPT BY APPT IEN Modified SDES GET APPTS BY CLIN LIST2 Modified SDES GET APPTS BY CLINIEN LIST Modified SDES GET APPTS BY IENS Modified SDES GET APPTS BY PATIENT DFN3 Modified SDES GET HOLIDAYS New SDES GET PATIENT FLAGS Modified SDES GET RESOURCE BY CLINIC New SDES GET RESOURCE BY DUZ New SDES PATIENT SEARCH Modified Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-4037: VS GUI: Reinstate VS GUI to Account for VA Loaned Devices. Problem: Need to reinstate the logic for VS GUI to account for VA loaned devices. Resolution: The VA loaned device logic that was de-activated back in VS GUI 1.7.31 was re-activated. 2) VSE-4432: UI: Resend appointment link only sends the appointment link to the patient not the provider for VVC appointments. Problem: When users select the "Resend Link" in VS-GUI to resend the appointment link for VVC appointments, the link is only sent to patients and not providers. Resolution: The VS GUI was updated send the appointment link for VVC appointments to both the patients and the providers when the user selects "Resend Link". 3) VSE-5025: VistA: Issues with Block and Move and Drag and Drop with locking. Problem: Need to create an RPC to check for locked order proceeding with Block & Move and Drag and Drop. In both of these cases, the issue is that the appointments are cancelled, then the new appointment is made. Since orders are not updated in cancellation there is no check on locks to the order. The logic, successfully cancels the appointment, but then when the new appointment is being added, the lock is seen and an error is returned back to the GUI. In the case of Block and Move, the original appointment is cancel, the appointment request is reopened, but the new appointment is not added and the clinic is not blocked. In the case of Drag and Drop, the appointment is cancelled the request is reopened and then the appointment is not added. Resolution: The new SDES CHECK ORDER LOCK RPC was created and will return a flag when an appointment request is currently locked. 4) VSE-5032: VS GUI: Issues with Block and Move with locking. Problem: Need to create an RPC to check for locked order proceeding with Block & Move and Drag and Drop. In both of these cases, the issue is that the appointments are cancelled, then the new appointment is made. Since orders are not updated in cancellation there is no check on locks to the order. The logic, successfully cancels the appointment, but then when the new appointment is being added, the lock is seen and an error is returned back to the GUI. In the case of Block and Move, the original appointment is cancel, the appointment request is reopened, but the new appointment is not added and the clinic is not blocked. In the case of Drag and Drop, the appointment is cancelled the request is reopened and then the appointment is not added. Resolution: The VS GUI was updated to call the new SDES CHECK ORDER LOCK RPC to determine if an appointment request is currently locked. When it is, the Block and Move and Drag and Drop functionality will not be enabled. 5) VSE-5101: VistA: Close appointment requests for stop code 669. Problem: Need a post install routine to search for appointment requests for clinics using stop code 669 (Community Care Consult) and close these requests. * This should only look at APPT Requests (409.85) * Use disposition reason "REMOVED/NON-VA CARE" * This should be a post-init routine Resolution: The SDES844P post install routine has been updated to search all requests in the SDEC APPT REQUEST (#409.85) file and for appointment requests for clinics that have Community Care Consult (669) for their Primary or Secondary Stop Code and close these requests with the disposition reason of REMOVED/NON-VA CARE. 6) VSE-5177: VistA: Create SDES GET RESOURCE BY CLINIC RPC to return 409.831 SDEC RESOURCE entry for the HOSPITAL LOCATION. Problem: Need to create a new RPC to find and return the SDEC RESOURCE (#409.831) file entry for the HOSPITAL LOCATION (#44) IEN passed in. Resolution: The new SDES GET RESOURCE BY CLINIC RPC was created to return the resource(s) for a specified clinic. 7) VSE-5178: VistA: Create SDES GET RESOURCE BY DUZ to return 409.831 SDEC RESOURCE entry for the NEW PERSON. Problem: Need to create a new RPC to find and return the SDEC RESOURCE (#409.831) file entry for the NEW PERSON (#200) IEN passed in. Resolution: The new SDES GET RESOURCE BY DUZ RPC was created to return the resource(s) for the NEW PERSON (#200) IEN passed in. 8) VSE-5238: VistA: Modify SDES PATIENT SEARCH RPC to accept patient name with 1 or 2 characters. Problem: Need to modify SDES PATIENT SEARCH RPC to accept patient name with 1 or 2 characters. Resolution: The SDES PATIENT SEARCH RPC was updated to accept a partial patient name of 1 or 2 characters. 9) VSE-5243: VistA: Modify SDES GET PATIENT FLAGS and SDES PATIENT SEARCH to Return Additional Fields. Problem: Need to modify SDES GET PATIENT FLAGS and SDES PATIENT SEARCH RPCs to return the below fields within the Assignment Narrative of patient flags. The info is in the PRF ASSIGNMENT (#26.13) file. Assignment Status Approved by Resolution: The SDES GET PATIENT FLAGS and SDES PATIENT SEARCH RPCs were updated to include the APPROVED BY (#.05) field which is in the PRF ASSIGNMENT HISTORY (#26.14) file. The Assignment Status will not be returned after all because the code is set up right now to only pass back flags that have an active status. 10) VSE-5252: VistA: Recalls (PtCSch) are not showing up in VISTA once they've been dispositioned. Problem: Recalls (PtCSch) that are dispositioned in VSE are NOT going into "inactive" recall status in VISTA. They appear to simply vanish. When doing a FileMan search, they found the recalls, but there it still didn't show WHO dispositioned it (and why). Resolution: The SDRRINQ routine was updated to include "inactive" recall reminders from the RECALL REMINDERS REMOVED (#403.56) file when the DELETE DATE (#201), DELETE CLERK (#202) and DELETE REASON (#203) fields are not present. 11) VSE-5255: VistA: Return additional clinic data for SDES GET APPTS* RPCs. Problem: Requesting that the following RPCs be updated to return additional clinic data from the SDEC APPOINTMENT (#409.84) file. RPCs needing to be updated: SDES GET APPTS BY PATIENT DFN3 SDES GET APPTS BY IENS SDES GET APPT BY APPT IEN SDES GET APPTs BY CLIN LIST2 SDES GET APPTS BY CLINIEN LIST Summary of Changes: 1. Return the #44,62 DISPLAY CLIN APPT TO PATIENTS? field in the Appointment.Clinic object 2. Return the AMIS number (#40.7,1) of the #44,8 STOP CODE NUMBER field in the Appointment.Clinic object 3. Return the name (#40.7,.01) of the #44,8 STOP CODE NUMBER field in the Appointment.Clinic object 4. Return the AMIS number (#40.7,1) of the #44,2503 CREDIT STOP CODE NUMBER field in the Appointment.Clinic object 5. Return the name (#40.7,.01) of the #44,2503 CREDIT STOP CODE NUMBER field in the Appointment.Clinic object Resolution: The listed RPCs were updated to include the request fields in their returned JSON object. 12) VSE-5280: VistA: Changes to SDEC APPSDGET and SDEC APPADD. Problem: Need to change the SDEC APPSDGET code to use the field in file 44 to determine vs the 390 day limit. Appointment was encountered that was set for more than 390 days out in VS GUI. If any action was taken on the appointment in the pending appointment grid it would crash VS GUI. Appointment could be expanded entry or canceled from the Calendar grid of the scheduled clinic. Resolution: The SDEC APPSDGET RPC was updated to use the MAX # DAYS FOR FUTURE BOOKING (#2002) field when determining the future booking day limit for the clinic. 13) VSE-5283: VistA: Modify SDES CREATE APPT REQ. Problem: Need to modify SDES CREATE APPT REQ RPC to not require the Request Date. If the Request Date is not provided, use the current date of the clinic institution or the request institution. Resolution: The SDES CREATE APPT REQ RPC was updated to make the Request Date field optional. If the Request Date is not passed into the RPC, it will be defaulted to the current date. 14) VSE-5287: VistA: Ensure input variables are protected when calling into SDES GET MISSION ACT ELIG. Problem: Need to ensure input variables are protected when calling into SDES GET MISSION ACT ELIG using $G. Resolution: The SDES GET MISSION ACT ELIG RPC was updated by adding $G statements to the incoming parameters to prevent the RPC from erroring out. 15) VSE-5329: VistA: Create a new RPC to retrieve the entries in the holiday file. Problem: Need to create a new RPC to retrieve the entries in the holiday file. Resolution: The new SDES GET HOLIDAYS RPC was created and it returns holidays from the HOLIDAY file (#40.5). 16) VSE-5340: VistA: Create Cancelled by clinic appointment reason that does not reopen the appointment request. Problem: Need to create cancelled by clinic appointment reason that does not reopen the appointment request. This is for an automated system only, and data dictionary entry should reflect that. The cancel reason name is "AUTOMATED CANCELLATION". Resolution: The new AUTOMATED CANCELLATION cancellation reason was added to the CANCELLATION REASONS (#409.2) file. 17) VSE-5374: VS GUI: Do not display new system only cancellation reason. Problem: There is a new cancellation reason that is for automated systems to use only. The new AUTOMATED CANCELLATION cancellation reason should not be visible to the users in the VS GUI. Resolution: The VS GUI was updated to filter out the new AUTOMATED CANCELLATION cancellation reason so it can't be displayed to the users. 18) VSE-5483: VistA: Correct error REQSET^SDESCONSULTUPD. Problem: Sites are reporting input parameter issues for REQSET^SDESCONSULTUPD. Resolution: The SDESCANAPPT2 and SDESCANCELAPPTS routines were updated to synchronize their input parameter lists with the actual parameters that can be passed in. 19) VSE-5608: VistA: Modify SDES CANCEL APPOINTMENT2 RPC to temporarily use the SDEC logic. Problem: Need to modify SDES CANCEL APPOINTMENT2 RPC to temporarily use the SDEC logic. Resolution: The SDES CANCEL APPOINTMENT2 RPC was updated to use the existing SDEC logic. This RPC will be updated again in the future by moving the latest business rules into the SDES* name spaced routines. Test Sites: ----------- Fort Harrison, MT (FHM) St. Cloud, MN (STC) 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_42_0_P.MSI is the production VS GUI installation file. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_42_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 R1.7.42.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_42_0_P.MSI Binary VS GUI R1.7.42.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_42_0_T.MSI Binary VS GUI R1.7.42.0 VDD VS_GUI_1_7_42_0 VDD Binary VS GUI R1.7.42.0 DIBR VS_GUI_1_7_42_0 DIBR Binary VS GUI R1.7.42.0 Release Notes VS_GUI_1_7_42_0 RN Binary VS GUI R1.7.42.0 Technical Manual VS_GUI_1_7_42_0 TM 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 SDES844P will update SDEC SETTINGS (#409.98) file. Routine will run at the end of patch installation process. In additions the SDES844P post install routine has been updated to search all requests in the SDEC APPT REQUEST (#409.85) file and for appointment requests for clinics that have Community Care Consult (669) for their Primary or Secondary Stop Code and close these requests with the disposition reason of REMOVED/NON-VA CARE. 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*844. 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*844. 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 SDES844P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES844P 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 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*844b. 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*844b 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 1.7.41. If 1.7.42.0 VS GUI was installed, it will need to be reverted to VS GUI 1.7.41.1. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 12 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDEC55A Before:B113154623 After:B125505781 **627,671,701,722,734,694,790,844** Routine Name: SDES844P Before: n/a After: B30664436 **844** Routine Name: SDESCANAPPT2 Before:B104389782 After: B90192387 **838,842,844** Routine Name: SDESCANCELAPPTS Before: B92986466 After: B92907855 **818,820,828,835,837,842,844** Routine Name: SDESCHECKLOCK Before: n/a After: B2900029 **844** Routine Name: SDESCLINICDATA Before: B7557689 After: B9569458 **788,823,825,828,831,844** Routine Name: SDESCREATEAPPREQ Before:B183950057 After:B188140342 **823,826,833,835,837,843,844** Routine Name: SDESGETRESOURCE Before: n/a After: B14253948 **844** Routine Name: SDESHOLIDAY Before: n/a After: B978450 **844** Routine Name: SDESMISSIONELG Before:B144846376 After:B146838735 **814,815,818,820,826,835,842,844** Routine Name: SDESPATFLAGS Before: B12698504 After: B13251410 **818,831,843,844** Routine Name: SDESPATSEARCH Before: B62496913 After: B65038410 **833,838,842,843,844** Routine Name: SDRRINQ Before: B78118992 After: B78649769 **536,566,582,844** Routine list of preceding patches: 582, 790, 843 ============================================================================= User Information: Entered By : Date Entered : MAR 14, 2023 Completed By: Date Completed: JUN 21, 2023 Released By : Date Released : JUN 21, 2023 ============================================================================= Packman Mail Message: ===================== $END TXT