============================================================================= Run Date: OCT 24, 2024 Designation: PX*1*240 Package : PX - PCE PATIENT CARE ENCOUNTER Priority: Mandatory Version : 1 SEQ #182 Status: Released Compliance Date: NOV 24, 2024 ============================================================================= Associated patches: (v)PX*1*211 <<= must be installed BEFORE `PX*1*240' (v)PX*1*235 <<= must be installed BEFORE `PX*1*240' Subject: CAPTURING COMPACT ACT BENEFIT Category: - Enhancement (Mandatory) - Routine - Data Dictionary - Other Description: ============ This patch creates the new COMPACT ACT EPISODE OF CARE (EOC) file (#818). Additional functionality includes the following (note: complete functionality features can be reviewed in the Enhancement Tracking System Ticket(s) & Overview section): o Capture whether treatment is for acute suicidal crisis from a prompt in the Check Out Interview option and store in the COMPACT ACT EPISODE OF CARE file. o Update how Treatment for values are stored. These values are stored in the TREATMENT FOR FLAG, field (41.2) in the EOC VISIT pointer, field (41.01) in the VISIT multiple, field (41). o Add new field to the COMPACT ACT EPISODE OF CARE file to track benefit type - "I" for Inpatient and "O" for Outpatient. o Ability to capture and store the Treatment for values and the EOC end date from the Computerized Patient Reporting System (CPRS) COMPACT ACT 201 ENCOUNTER template. o Ability to set and store the Source of Crisis End in the COMPACT ACT EPISODE OF CARE file. o Ability to end an EOC if the time period of the outpatient benefit expires. o Display EOC End date from the Check Out Interview option. o Ability to edit the Source of Crisis End from the COMPACT EOC Edit menu routine. o Retract EOC if saved for the wrong patient or using the wrong codes via the PXCOMPACTEVAL Application Programming Interface (API) evaluating changes from the approved Office of Suicide Prevention (OSP) Outpatient Consolidated Data Rules. o New sub-menu added to the Supervisor ADT Menu [DG SUPERVISOR MENU] - COMPACT Act EOC Inpatient Retraction [PX COMPACT EOC IP RETRACTION] of inpatient records if saved for wrong patient or using wrong codes. o Update the PXCOMPACT routine to allow automatic end of Inpatient Benefit and start of Outpatient Benefit upon Inpatient discharge. Additional changes included in this patch unrelated to the COMPACT Act functionality include: o Added a fix for INC31685744 in PX to display the Service Connection question. These patches are being released via a Kernel Installation and Distribution System (KIDS) multi-build distribution. KIDS multi-build name: COMPACT ACT RELEASE 2 DG PX 1.0 KIDS Host File name: COMPACT_ACT_RELEASE_2.KID *NOTICE* The COMPACT Act patch installation order: 1. PX*1.0*240 2. DG*5.3*1104 Patch Components: ----------------- File Data Included: File Name (Number) Entry Name Modified -------------------------------- ------------------------ ------------ N/A Files & Fields Associated: File Name (Number) Field Name (Number) New/Mod/Del ---------------------------- ------------------------------ ----------- COMPACT ACT EPISODE OF CARE New (#818) PATIENT (#.01) ACUTE SUICIDAL CRISIS FLAG (#2) BENEFIT TYPE (#3) Multiple file (#818.01) EPISODES OF CARE (#10) EPISODE START DATE (#.01) EPISODE END DATE (#2) SOURCE OF CRISIS END (#3) CRISIS END AUTHORIZED BY (#3.1) CRISIS END OTHER COMMENT (#3.2) INPATIENT BENEFIT END DATE (#4) OUTPATIENT BENEFIT END DATE (#5) EPISODE FINAL STATUS (#6) EPISODE SOURCE (#7) LAST COMPACT ACT ADMIN ELIG (#8) REMAINING INPATIENT DAYS (#42) computed REMAINING OUTPATIENT DAYS (#43) computed Multiple file (#818.02) INPATIENT EXTENSION (#20) IP EXTN START DATE (#.01) IP EXTN BENEFIT END DATE (#4) IP EXTN REMAINING DAYS (#5) computed IP EXTN DATE TIME CREATED (#6) IP EXTN START CREATED BY (#7) IP EXTN START AUTHORIZED BY (#8) IP EXTN TYPE OF CARE (#9) IP EXTN COMMENT (#10) Multiple file (#818.03) OUTPATIENT EXTENSION (#30) OP EXTN START DATE (#.01) OP EXTN BENEFIT END DATE (#4) OP EXTN REMAINING DAYS (#5) computed OP EXTN DATE TIME CREATED (#6) OP EXTN START CREATED BY (#7) OP EXTN START AUTHORIZED BY (#8) OP EXTN TYPE OF CARE (#9) OP EXTN COMMENT (#10) Multiple file (#818.04) TREATMENT (#40) PTF (#.01) Multiple (#818.141) VISIT (#41) VISIT (#.01) TREATMENT FOR FLAG (#2) 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/Del/Mod ------------ ----------- ----------- DG SUPERVISOR MENU Menu Mod PX COMPACT ACT EOC EDIT Routine New PX COMPACT ACT EOC MAIN MENU Menu New PX COMPACT EOC IP RETRACTION Routine New PX COMPACT TE BACKGROUND JOB Routine New Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- PX COMPACT EOC New PXK VISIT DATA EVENT Modified HL7 Logical Links New/Modified/Deleted ----------------- -------------------- N/A Security Keys Associated: Security Key Name New/Deleted ----------------- ----------- PX EOC EDIT New HL7 Application Parameter Associated: Application Parameter Name New/Modified/Deleted -------------------------- ------------------------ N/A Templates Associated: Template Name Type File Name (Number) New/Modified/Deleted ------------- ---- ------------------ -------------------- N/A Remote Procedures Associated: Remote Procedure Name New/Modified/Deleted --------------------- -------------------- N/A Parameter Definitions Associated: Parameter Name New/Modified/Deleted -------------- -------------------- N/A New Service Requests (NSRs): ---------------------------- N/A Patient Safety Issues (PSIs): ----------------------------- None Enhancement Tracking System Ticket(s) & Overview: Requirement 1: COMPACT-142 Create the Algorithm to calculate Remaining Days of Episode of Care - Outpatient and Inpatient Resolution 1: Added enhancement to create algorithm to calculate Remaining Days of Episode of Care - Outpatient and Inpatient Requirement 2: COMPACT-357 Create the API Endpoint to set and edit START DATE for COMPACT ACT EPISODE OF CARE Resolution 2: Added enhancement to create API Endpoint to set and edit START DATE for COMPACT ACT EPISODE OF CARE Requirement 3: COMPACT-360 Create COMPACT ACT EPISODE OF CARE file Resolution 3: Added enhancement to create the COMPACT ACT EPISODE OF CARE file (#818) Requirement 4: COMPACT-368 Create the API Endpoints interfacing with the COMPACT ACT EPISODE OF CARE file Resolution 4: Added enhancement to create API Endpoints interfacing with the COMPACT ACT EPISODE OF CARE file Requirement 5: COMPACT-431 INPUT API Endpoint - Capture EOC end date and source Resolution 5: Added enhancement for INPUT API Endpoint to capture EOC end date and source Requirement 6: COMPACT-436 OUTPUT API Endpoint - Return a data structure will ALL fields in COMPACT Act EOC record Resolution 6: Added enhancement for OUTPUT API Endpoint to return a data structure with ALL fields in COMPACT Act EOC record Requirement 7: COMPACT-454 Update the API Endpoint to Set and Edit Start Date for COMPACT Act EOC file Resolution 7: Added enhancement to update the API Endpoint to Set and Edit Start Date for COMPACT Act EOC file Requirement 8: COMPACT-457 In Patient Care Encounter (PCE), Ability to Edit the Episode Start and End date from the new menu option Resolution 8: Added enhancement to create the ability to Edit the Episode Start and End date from the new menu option Requirement 9: COMPACT-532 Develop new COMPACT EOC Protocol to interface with PCE PXK Visit Event Protocol Resolution 9: Added enhancement to develop new COMPACT EOC Protocol to interface with PCE PXK Visit Event Protocol Requirement 10: COMPACT-606 In PCE, Modify Business Logic for Treatment Related to COMPACT Visual Prompt Resolution 10: Added enhancement in PCE to modify Business Logic for Treatment Related to COMPACT Visual Prompt Requirement 10: COMPACT-673 Updates to EOC file - two new fields Resolution 10: Added enhancement to add two new fields, Episode Source and Episode Final Status, to the EOC file Requirement 11: COMPACT-690 Develop updates to APIs to focus on patient centric current EOC, new End dates, Source of Crisis End two defined codes Resolution 11: Added enhancement to update APIs as recommended in business owner meetings Requirement 12: COMPACT-705 In PCE, Update Treatment for Acute Suicidal Crisis Visual Prompt Resolution 12: Added enhancement in PCE to update Treatment for Acute Suicidal Crisis Visual Prompt Requirement 13: COMPACT-710 In PCE, Check Out Interview ("IN"), View Start / Remaining days, and End Date Resolution 13: Added enhancement in PCE, Check Out Interview ("IN") to view Start / Remaining days and End Date Requirement 14: COMPACT-711 In PCE, Develop New Menu Option to Edit COMPACT Act EOC Data Elements Resolution 14: Added enhancement in PCE to develop new menu option to edit COMPACT Act EOC data elements Requirement 15: COMPACT-726 Develop the COMPACT EOC Protocol Entry Routine Resolution 15: Added enhancement to develop the COMPACT EOC Protocol Entry Routine Requirement 16: COMPACT-828 In PCE, develop new Security Key for editing EOC file Resolution 16: Developed new security key for editing EOC file Requirement 17: COMPACT-861 Update the COMPACT EOC Protocol Entry Routine Resolution 17: Added enhancement to update the COMPACT EOC Protocol Entry Routine Requirement 18: COMPACT-872 In PCE, Ability to Edit Crisis End data elements from the new menu option Resolution 18: Added enhancement in PCE for ability to Edit Crisis End data elements from the new menu option Requirement 19: COMPACT-972 Update SETENDDT API to allow for the end date to be any date equal to or after the episode start date Resolution 19: Added enhancement to update SETENDDT API to allow for the end date to be any date equal to or after the episode start date Requirement 20: COMPACT-1125 Develop the ability to auto-adjudicate the Treatment For values - Outpatient Data Rules start Resolution 20: Added enhancement to auto-adjudicate the Treatment For values for Outpatient Data Rules start Requirement 21: COMPACT-1146 Create SETVSTFLG and SETPTFFLG API Resolution 21: Added enhancement that created SETVSTFLG and SETPTFFLG API Requirement 22: COMPACT-1193 Develop and set TREATMENT Related to values for Outpatient care - FOLLOW UP Data Rules Resolution 22: Added enhancement that developed and set TREATMENT Related to values for Outpatient care for FOLLOW UP Data Rules Requirement 23: COMPACT-1196 Develop the ability to END the Episode for Outpatient care for END scenarios Resolution 23: Added enhancement for the ability to END the Episode for Outpatient care for END scenarios Requirement 24: COMPACT-1198 Develop the ability to retract EOC records entered on wrong patient or using wrong codes - OUTPATIENT Resolution 24: Added enhancement for the ability to retract EOC records entered on wrong patient or using wrong codes for Outpatient Requirement 25: COMPACT-1214 Update SETENDDT to allow NULL for Source of Crisis End and Benefit Type 'I' or 'O' Resolution 25: Added enhancement for SETENDDT to allow NULL for Source of Crisis End and Benefit Type 'I' or 'O' Requirement 26: COMPACT-1238 Create new field in EOC file for Benefit Type (I or O) Resolution 26: Added enhancement for new field in EOC file for Benefit Type (I or O) Requirement 27: COMPACT-1241 Store Benefit Type (I or O) in EOC file Resolution 27: Added enhancement to store Benefit Type (I or O) in EOC file Requirement 28: COMPACT-1248 Create CHGTYPSTAT API to change from IP to OP or OP to IP Resolution 28: Added enhancement for CHGTYPSTAT API to change from IP to OP or OP to IP Requirement 29: COMPACT-1272 Update DISPLAY^PXCOMPACT to validate the benefit end date does not impact display of Inpatient Benefit End Date in the Patient Treatment File (PTF) 501 Screen Resolution 29: Added enhancement to update DISPLAY^PXCOMPACT to validate the benefit end date does not impact display of Inpatient Benefit End Date in PTF 501 Screen Requirement 30: COMPACT-1287 Update SETVSTFLG API to store Treatment For Yes/No values in EOC file Resolution 30: Added enhancement to update SETVSTFLG API to store Treatment For Yes/No values in EOC file Requirement 31: COMPACT-1341 In PCE, update position of Treatment For prompt and Storage of Y/N values Resolution 31: Added enhancement in PCE to update position of Treatment For prompt and Storage of Y/N values Requirement 32: COMPACT-1396 In PCE, create the PX COMPACT EOC sub-menu, COMPACT EOC Inpatient Retraction to retract records entered on wrong patient or using wrong codes for INPATIENT Resolution 32: Added enhancement in PCE that created the PX COMPACT EOC sub-menu COMPACT EOC Inpatient Retraction to retract records entered on wrong patient or using wrong codes for INPATIENT Requirement 33: COMPACT-1431 In PCE, develop the PX Routine to Retract EOC records before or after Inpatient Discharge from the new PX COMPACT EOC sub-menu Resolution 33: Added enhancement in PCE that developed the PX Routine to Retract EOC records before or after Inpatient Discharge from the new PX COMPACT EOC sub-menu Requirement 34: COMPACT-1482 Change the date when non-acute button in COMPACT 201 Template is used - OUTPATIENT Resolution 34: Added enhancement to change the date when non-acute button in COMPACT 201 Template is used - OUTPATIENT Requirement 35: COMPACT-1486 Error Message Handling for Management Mail Group in the PCE Parameter file Resolution 35: Added enhancement to implement error message handling and transmission to Management Mail Group in PCE Parameter file Requirement 36: COMPACT-1487 Fix Volume of and Duplicate Calls to Veteran Enrollment Services (VES) Webservices Resolution 36: Added enhancement to fix volume of duplicate calls to VES Webservices Requirement 37: COMPACT-1502 Update $$ADMIN^PXCOMPACT and point to ELIG^DGCOMPACTELIG Resolution 37: Updated $$ADMIN^PXCOMPACT and pointed to ELIG^DGCOMPACTELIG Requirement 38: COMPACT-1548 Update the NEWEOC API to capture Admin Eligibility Single Resolution 38: Updated the NEWEOC API to capture Admin Eligibility Single Defect Tracking System Ticket(s) & Overview: -------------------------------------------- INC31685744/COMPACT-1611 Service Connection Question not Displaying Problem: -------- In production, when entering through Patient Care Encounter fields for each encounter item, the service connection question would trigger. That has stopped happening now. Resolution: ----------- COMPACT-1611 Service Connection prompt displays when working with a Service Connected Veteran as expected. Modified Routine: PXBAPI21 Test Sites: ----------- Minneapolis VA Medical Center VA Nebraska Western Iowa Health Care System St. Cloud VA Medical Center Test Sites - SNOW Change Order #: --------------------------------- Minneapolis VA Medical Center: Change Order #: CHG0527321 VA Nebraska Western Iowa Health Care System: Change Order #: CHG0527294 St. Cloud VA Medical Center: Change Order #: CHG0527325 Software and Documentation Retrieval Instructions: -------------------------------------------------- The software for this patch is being released using a host file. The host file is available at the following location: /srv/vista/patches/SOFTWARE/COMPACT_ACT_RELEASE_2.KID 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. File Description File Name FTP Mode ------------------------------------------------------------------------ Patient Care Encounter Version 1 PX_TM.PDF BINARY Technical Manual Patient Care Encounter Version 1 PX_UM.PDF BINARY User Manual COMPACT OHI Release 2 Release Notes DG_5.3_1104_RN.PDF BINARY Patch Installation: ------------------- Pre/Post Installation Overview: It is not necessary to disable any options. Pre-Installation Instructions: This patch may be installed with users on the system although it is preferred that it be installed during non-peak hours to minimize potential disruption to users. This patch should take less than 5 minutes to install. Installation Instructions: Note: Installing the COMPACT ACT RELEASE 2 DG PX 1.0 multi-build will install both PX*1.0*240 and DG*5.3*1104. 1. Use the Load a Distribution option contained on the Kernel Installation and Distribution System Menu to load the Host file. When prompted to "Enter a Host File:" enter /srv/vista/patches/SOFTWARE/COMPACT_ACT_RELEASE_2.KID 2. From the Kernel Installation and Distribution System Menu, select the Installation Menu. From this menu, A. Select the Verify Checksums in Transport Global option to confirm the integrity of the routines that are in the transport global. When prompted for the INSTALL NAME enter the patch or build name COMPACT ACT RELEASE 2 DG PX 1.0 B. Select the Backup a Transport Global option to create a backup message. You must use this option and specify what to backup; the entire Build or just Routines. The backup message can be used to restore the routines and components of the build to the pre-patch condition. i. At the Installation option menu, select Backup a Transport Global ii. At the Select INSTALL NAME prompt, enter your build COMPACT ACT RELEASE 2 DG PX 1.0 iii. When prompted for the following, enter "R" for Routines or "B" for Build. Select one of the following: B Build R Routines Enter response: Build iv. When prompted "Do you wish to secure your build? NO//", press and take the default response of "NO". v. When prompted to Enter a Host File, select a name for the backup host file that is different from the build name for the patch. (ex. COMPACT_ACT_RELEASE_2_BACKUP.KID) The backup host file can be used to restore your system to its pre-patch condition. C. You may also elect to use the following options: i. Print Transport Global - This option will allow you to view the components of the KIDS build. ii. 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 of the components of this patch, such as routines, DDs, templates, etc. D. Select the Install Package(s) option and choose the patch to install. i. Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES// respond YES. ii. When Prompted "Want KIDS to INHIBIT LOGONs during the install? NO//" respond NO. iii. When Prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//" respond NO. iiii. If prompted 'Delay Install (Minutes): (0-60): 0//' respond 0. Post-Installation Instructions: After installation, confirm that the two new files, COMPACT ACT EPISODE OF CARE (#818) and COMPACT ACT TRANSACTION LOG (#33.3), have been added. Sites should work with their local IT representative to create a MailMan Group called "COMPACT ACT COORDINATORS". This group should include all COMPACT Act Coordinators at the site, plus any additional individuals with a need to receive a FileMan error message if errors are received when creating a new EOC, setting a new Episode Start Date, adding an episode pointer in the COMPACT ACT EPISODE OF CARE File, or updating the COMPACT ACT TRANSACTION LOG File. This will ensure that errors are sent to the mail group that can determine next steps. The PX EOC EDIT security key should be assigned to any users with a need to edit the COMPACT ACT EPISODE OF CARE File. The PX COMPACT ACT EOC MAIN MENU should be assigned to any PCE users with a need to edit the COMPACT ACT EPISODE OF CARE File. The DG SUPERVISOR MENU should be assigned to any Registration users with a need to edit the COMPACT ACT EPISODE OF CARE File or retract an inpatient EOC. The PX COMPACT TE BACKGROUND JOB should be scheduled using the following steps: 1. Use VistA menu option XUTM SCHEDULE. 2. Enter PX COMPACT TE BACKGROUND JOB as the option. 3. Under the QUEUED TO RUN AT WHAT TIME field, enter today's date@01:00. Example: MAY 1,2024@01:00 4. For the RESCHEDULING FREQUENCY field, enter 1D. 5. Enter through the rest of the prompts and Save them. The purpose of the PX COMPACT TE Background job is to close episodes of care without user intervention when the benefit end date has been reached. Information on this job is included in the PCE User's Manual specifically within the Frequently Asked Questions. Back-Out/Roll Back Plan: ------------------------ Back-out will be done only with the concurrence and participation of development team and appropriate VA site/region personnel. The decision to back-out or rollback software will be a joint decision between the development team, VA site/region personnel and other appropriate VA personnel. Prior to installing an updated KIDS package, the site/region should have saved a backup of the routines in a KIDS file using the Backup a Transport Global [XPD BACKUP] menu option (this is done at time of install). The file containing the backed-up routines can be loaded with the Load a Distribution option contained on the Kernel Installation and Distribution System Menu. The Install Package(s) option is then used to install the backed-up routines onto the VistA System. The back-out plan is to restore the routines from the backup created. No data was modified by this patch installation and, therefore, no rollback strategy is required. Routine Information: ==================== The second line of each of these routines now looks like: ;;1.0;PCE PATIENT CARE ENCOUNTER;**[Patch List]**;Aug 12, 1996;Build 55 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: PXBAPI1 Before: B55175372 After: B68002724 **1,9,23,56,104,111,113,122, 116,130,147,151,124,164,182, 168,211,240** Routine Name: PXBAPI21 Before: B31647028 After: B32388455 **130,147,124,184,168,235,240** Routine Name: PXCEVFI2 Before: B51977702 After: B45782435 **22,73,95,96,124,158,184,215, 211,217,235,240** Routine Name: PXCOMPACT Before: n/a After:B198710909 **240** Routine Name: PXCOMPACT1 Before: n/a After: B14460664 **240** Routine Name: PXCOMPACTBKGRND Before: n/a After: B2421175 **240** Routine Name: PXCOMPACTEOC Before: n/a After: B36377092 **240** Routine Name: PXCOMPACTEVAL Before: n/a After: B53015537 **240** Routine list of preceding patches: 235 ============================================================================= User Information: Entered By : Date Entered : SEP 07, 2023 Completed By: Date Completed: OCT 23, 2024 Released By : Date Released : OCT 24, 2024 ============================================================================= Packman Mail Message: ===================== No routines included