$TXT Created by at DEVVOO.DOMAIN.EXT (KIDS) on Tuesday, 05/21/19 at 14:10 ============================================================================= Run Date: OCT 29, 2019 Designation: DG*5.3*982 Package : DG - REGISTRATION Priority: Mandatory Version : 5.3 SEQ #863 Status: Released Compliance Date: FEB 12, 2020 ============================================================================= Associated patches: (v)DG*5.3*824 <<= must be installed BEFORE `DG*5.3*982' (v)DG*5.3*893 <<= must be installed BEFORE `DG*5.3*982' (v)DG*5.3*978 <<= must be installed BEFORE `DG*5.3*982' Subject: PRIMARY CARE APPOINTMENTS - NEAR LIST PROCESSING Category: - Routine - Enhancement (Mandatory) - Input Template Description: ============ Patch DG*5.3*982 is being released to support the enhancements for the Enterprise Health Benefits Determination (EHBD) program that focuses on updates for the Enrollment System Modernization (ESM) Phase 2 project. Patch DG*5.3*982 is also being released in support of the Enrollment System (ES) 5.7 release. Refer to Informational Patch EAS*1*180 (Enrollment Application System) for additional details regarding the ES release. ========================================================================== IMPORTANT NOTE: ========================================================================== Deployment of patch DG*5.3*982 will be conducted using a phased approach. Facilities not involved in the New Enrollee Appointment Request Scheduling Standardization Initiative (NEAR-SSI) pilot should not install the DG*5.3*982 patch until the second wave of deployment in January 2020. Once the patch is installed, automatic removal from the NEAR is limited to primary care encounters and appointments scheduled in a primary care stop code. Training will be offered prior to the January 2020 nationwide deployment. For those sites not participating in the pilot project, additional DG namespace patches may be released in the intervening period between phase 1 and phase 2 of the pilot project. Instructions will be provided as to if those patches are approved to install out of sequence. Installation by a facility not involved with the NEAR-SSI pilot prior to January 2020 poses a risk to the accuracy and quality of the NEAR list data. Once the patch is installed, specialty care appointments will now remain on the NEAR list, and users will not have received training and education to manually disposition select specialty care appointments. This will result in inaccurate reporting and mismanagement of the NEAR list. This risk can be mitigated by a site that inadvertently installs the patch prior to January 2020 by following the instructions below: Patch DG*5.3*982 Primary Care Appointments, NEAR List Processing, modifies the Call List option and New Enrollee Appointment Request Tracking Report to indicate the New Enrollee Appointment Request (NEAR) request as "filled" when a primary care appointment is scheduled, or an encounter is completed in a clinic with a primary care stop code. Once the appointment is scheduled, or the encounter completed, the entry is automatically removed from the list and NEAR report. Scheduled appointments and completed encounters in stop codes other than the designated primary stop codes will no longer auto disposition as "filled" and be removed from the NEAR list. Staff will be required to manually disposition the NEAR in the VistA NEAR Management Menu using the Management Edit option change the status to "cancelled" in order to remove it from the list and NEAR reports. NEAR list entries manually dispositioned due to an appointment scheduled in a stop code other than primary care are dispositioned as "cancelled". Staff will enter one of the following notations in the appointment request comments free text field: - Specialty Care Appointment: SC Appt Requested - Mental Health Appointment: MH Appt Requested - Community Care Appointment: CC Appt Requested * BEGIN SCREEN CAPTURE * Select PATIENT NAME: NEWAPPT,PATIENT 5-5-50 00000232 NO NSC VETERAN Enrollment Priority: GROUP 5 Category: ENROLLED End Date: APPOINTMENT REQUEST ON 1010EZ:YES// (no editing) APPOINTMENT REQUEST DATE:JUN 27, 2019// (no editing) STATUS: IN PROCESS/VETERAN CONTACTED// (last edited: OCT 23, 2019@14:47:33) STATUS: IN PROCESS/VETERAN CONTACTED// ? Enter status of appointment request. Choose from: C CANCELLED E EWL F FILLED I IN PROCESS/VETERAN CONTACTED STATUS: IN PROCESS/VETERAN CONTACTED// C CANCELLED COMMENT: // (last edited: OCT 23, 2019@14:47:36) COMMENT: // SC Appt Requested * END SCREEN CAPTURE * National Release for the following 36 sites involved in NEAR-SSI pilot is October 29, 2019 with 4 days compliance: V01/405 - White River Junction, VT HCS V01/518 - Bedford, MA HCS V01/523 - Boston, MA HCS V01/608 - Manchester, NH HCS V01/631 - Central Western Massachusetts HCS V01/650 - Providence, RI HCS V01/689 - Connecticut HCS V02/528A5 - Canandaigua, NY HCS V02/528A8 - Albany, NY HCS V02/632 - Northport, NY HCS V04/503 - Altoona, PA HCS V04/529 - Butler, PA HCS V04/562 - Erie, PA HCS V04/595 - Lebanon, PA HCS V04/693 - Wilkes-Barre, PA HCS V06/565 - Fayetteville, NC HCS V06/637 - Asheville, NC HCS V06/652 - Richmond, VA HCS V06/659 - Salisbury, NC HCS V07/534 - Charleston, SC HCS V08/546 - Miami, FL HCS V08/548 - West Palm Beach, FL HCS V08/673 - Tampa, FL HCS V08/675 - Orlando, FL HCS V10/506 - Ann Arbor, MI HCS V10/539 - Cincinnati, OH HCS V10/553 - Detroit, MI HCS V12/556 - North Chicago, IL HCS V15/589 - Kansas City, MO HCS V15/657A4 - Poplar Bluff, MO HCS V16/564 - Fayetteville, AR HCS V17/740 - Texas Valley Coastal Bend HCS V19/436 - Montana HCS V19/623 - Muskogee, OK HCS V19/666 - Sheridan, WY HCS V21/459 - Honolulu, HI HCS The remaining sites should install this patch starting January 13, 2020 with a regular compliance of 30 days (02/12/2020). This patch will modify the New Enrollee Appointment Request (NEAR) list so that Veterans will only be removed from the NEAR list if a Primary Care Appointment type is scheduled for the Veteran. All other scheduled appointment types will not impact the NEAR list. This will help ensure that a Primary Care Appointment is scheduled for the Veteran in a timely manner. Additionally, the NEAR List Tracking report will better reflect the current scheduling status for the Veterans on the report. ========================================================================== Currently, in Veterans Health Information System and Technology Architecture (VistA) Registration, Eligibility & Enrollment (REE), the Call List option [DGEN NEACL MGT RPT1] displays newly enrolled Veterans who applied for VA Healthcare and indicated they want an appointment with a VA health care provider. VistA users can use the New Enrollee Appointment Request (NEAR) Call List (generated by the Call List option [DGEN NEACL MGT RPT1]) to view newly enrolled Veterans waiting to have appointments scheduled. This list is sometimes referred to as the local NEAR list, or local NEAR Call List. A patient remains on the local NEAR Call List until any appointment is scheduled for the patient. With patch DG*5.3*982, the Call List option [DGEN NEACL MGT RPT1] is modified to include a Veteran on the local NEAR Call List until they have been scheduled for a Primary Care Appointment. The Tracking Report option [DGEN NEACL MGT RPT2] is modified so that only Primary Care Appointments will populate the SCHEDULED APPT DATE column of the Tracking Report. An appointment or encounter is considered a Primary Care Appointment only when the clinic is configured with primary and secondary position stop codes as one of the combinations listed below. This portion of the clinic configuration is in the HOSPITAL LOCATION file (#44) STOP CODE NUMBER field (#8) and the CREDIT STOP CODE field (#2503). Primary Primary Position Secondary Secondary Position Position STOP CODE NUMBER Position CREDIT STOP CODE STOP CODE Name (#40.7,.01) CREDIT Name (#40.7,.01) NUMBER STOP CODE (#44,8) (#44,2503) ========================================================================== 322 COMP WOMEN'S HLTH 117 NURSING (2ND ONLY) 322 COMP WOMEN'S HLTH 160 CLINICAL PHARMACY 322 COMP WOMEN'S HLTH 185 NURSE PRACTIONER 322 COMP WOMEN'S HLTH 186 PHYSICIAN ASSISTANT 322 COMP WOMEN'S HLTH 187 CLINICAL NURSE SPECIALIST 322 COMP WOMEN'S HLTH 188 FELLOW/RESIDENT 322 COMP WOMEN'S HLTH Null 323 PRIMARY CARE/MEDICINE 117 NURSING (2ND ONLY) 323 PRIMARY CARE/MEDICINE 160 CLINICAL PHARMACY 323 PRIMARY CARE/MEDICINE 185 NURSE PRACTIONER 323 PRIMARY CARE/MEDICINE 186 PHYSICIAN ASSISTANT 323 PRIMARY CARE/MEDICINE 187 CLINICAL NURSE SPECIALIST 323 PRIMARY CARE/MEDICINE 188 FELLOW/RESIDENT 323 PRIMARY CARE/MEDICINE Null 348 PRIMARY CARE SHARED APPT 117 NURSING (2ND ONLY) 348 PRIMARY CARE SHARED APPT 160 CLINICAL PHARMACY 348 PRIMARY CARE SHARED APPT 185 NURSE PRACTIONER 348 PRIMARY CARE SHARED APPT 186 PHYSICIAN ASSISTANT 348 PRIMARY CARE SHARED APPT 187 CLINICAL NURSE SPECIALIST 348 PRIMARY CARE SHARED APPT 188 FELLOW/RESIDENT 348 PRIMARY CARE SHARED APPT Null 350 GERIPACT 117 NURSING (2ND ONLY) 350 GERIPACT 160 CLINICAL PHARMACY 350 GERIPACT 185 NURSE PRACTIONER 350 GERIPACT 186 PHYSICIAN ASSISTANT 350 GERIPACT 187 CLINICAL NURSE SPECIALIST 350 GERIPACT 188 FELLOW/RESIDENT 350 GERIPACT Null 160 CLINICAL PHARMACY 322 COMP WOMEN'S HLTH 160 CLINICAL PHARMACY 323 PRIMARY CARE/MEDICINE 210 SPINAL CORD INJURY (SCI) 322 COMP WOMEN'S HLTH 210 SPINAL CORD INJURY (SCI) 323 PRIMARY CARE/MEDICINE 310 INFECTIOUS DISEASE 322 COMP WOMEN'S HLTH 310 INFECTIOUS DISEASE 323 PRIMARY CARE/MEDICINE 313 RENAL/NEPHROL(EXCEPT DIALYSIS) 322 COMP WOMEN'S HLTH 313 RENAL/NEPHROL(EXCEPT DIALYSIS) 323 PRIMARY CARE/MEDICINE The Management Edit [DGEN NEACL REQUEST MGT EDIT] option displays the informational message "The Veteran has been removed from the NEAR Call List." when the user sets the Appointment Request Status to FILLED: * BEGIN SCREEN CAPTURE * Select PATIENT NAME: PRIMARYAPPT,SECOND MD 2-29-92 666329876 NO SC VETERAN Enrollment Priority: GROUP 5 Category: ENROLLED End Date: APPOINTMENT REQUEST ON 1010EZ:YES// (no editing) APPOINTMENT REQUEST DATE:APR 10, 2019// (no editing) STATUS: F FILLED The Veteran has been removed from the NEAR Call List. COMMENT: * END SCREEN CAPTURE * Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) 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 ----------- ---- -------------------- 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 ------------- ---- ------------------ -------------------- DGEN NEACL INPUT PATIENT (#2) Modified Remote Procedures Associated: Remote Procedure Name New/Modified/Deleted --------------------- -------------------- N/A Parameter Definitions Associated: Parameter Name New/Modified/Deleted -------------- -------------------- N/A Additional Information: ----------------------- N/A Blood Bank Team Coordination: ----------------------------- N/A New Service Requests (NSRs): N/A Patient Safety Issues (PSIs): N/A Defect Tracking System Ticket(s) & Overview: N/A Test Sites: ----------- Durham VA Medical Center, Durham, NC West Palm VA Medical Center, West Palm Beach, FL Software and Documentation Retrieval Instructions: -------------------------------------------------- This software is being released as a patch (PackMan) message. Documentation describing the new functionality is included in this release. The preferred method is to retrieve the files from download.vista.domain.ext. This transmits the files from the first available server. Sites may also elect to retrieve the files directly from a specific server. Sites may retrieve the software and/or documentation directly using Secure File Transfer Protocol (SFTP) from the ANONYMOUS.SOFTWARE directory at the following OI Field Offices: Hines: domain.ext Salt Lake City: domain.ext Documentation can also be found on the VA Software Documentation Library at: https://www.domain.ext/vdl/ Documentation Title File Name FTP Mode --------------------------------------------------------------------- DG*5.3*982 Release Notes DG_5_3_982_RN.PDF (binary) DG*5.3*982 Deployment, Installation, Back-out, and Rollback Guide DG_5_3_982_DIBRG.PDF (binary) User Manual - Appointment Menu APPT.PDF (binary) PIMS Technical Manual PIMSTM.PDF (binary) Host File Name FTP Mode --------------------------------------------------------------------- N/A Patch Installation: ------------------- Pre/Post Installation Overview: ------------------------------- Pre-Installation Instructions: ------------------------------ 1. Ensure that the Call List (background job) [DGEN NEACL MGT RPT1BK] is not scheduled to run during installation. If the decision is made to unschedule this option, make note of the frequency and time, as it will need to be rescheduled after the patch install. 2. The following options should be disabled during installation: Management Edit [DGEN NEACL REQUEST MGT EDIT] Call List (background job) [DGEN NEACL MGT RPT1BK] Call List [DGEN NEACL MGT RPT1] Tracking Report [DGEN NEACL MGT RPT2] 3. If installed during the normal workday, it is recommended that the following selection(s) in the OPTION (#19) file, and all of their descendants be disabled to prevent possible conflicts while running the installation. Other VISTA users will not be affected. Appointment Management [SDAM APPT MGT] 4. 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 5 minutes to install. Installation Instructions: -------------------------- 1. If the release is provided using PackMan, choose the PackMan message containing this build. Then select the INSTALL/CHECK MESSAGE PackMan option to load the build. If this release is provided using a Host file, use the Load a Distribution option contained on the Kernel Installation and Distribution System Menu to load the Host file. 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 (ex. DG*5.3*982). NOTE: Using will not bring up a Multi-Package build even if it was loaded immediately before this step. It will only bring up the last patch in the build. B. Select the Backup a Transport Global option to create a backup message of any routines exported with this patch. It will not backup any other changes such as DDs or templates. 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. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//', answer NO. ii. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//', answer NO. iii. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//', answer YES. a. When prompted 'Enter options you wish to mark as 'Out Of Order':', select the following option(s): Option Name Menu Text ----------- --------- Management Edit [DGEN NEACL REQUEST MGT EDIT] Tracking Report [DGEN NEACL MGT RPT2] Call List [DGEN NEACL MGT RPT1] Call List (background job) [DGEN NEACL MGT RPT1BK] Appointment Management [SDAM APPT MGT] Appointment Status Update [SDAM APPT UPDATE] Appointment Check-in/Check-out [SDAM APPT CHECK IN/OUT] Cancel Appointment [SD CANCEL APPOINTMENT] Press the Enter key when you are done selecting options. b. When prompted 'Enter protocols you wish to mark as 'Out Of Order':', enter the following protocols: Appointment Event Driver [SDAM APPOINTMENT EVENTS] c. When prompted 'Delay Install (Minutes): (0 - 60): 0//', answer 0. Post-Installation Instructions: ------------------------------- Reschedule the Call List (background job) [DGEN NEACL MGT RPT1BK] if it was unscheduled. Back-Out/Roll Back Plan: ------------------------ In the event a site determines that this patch should be backed out, the site should submit a YOUR IT Services ticket with the Enterprise Service Desk (ESD) for assistance with the procedure. Any issues would need to be evaluated to determine if: a back-out of the software is appropriate; a new patch is needed; or if data requires correction or restoration. During installation, if the option to back up routines was run as directed, "Backup a Transport Global", then routines will have the ability to be restored from the "backup" MailMan message that was generated. However, the KIDS installation process does not perform a backup of other VistA software components, such as DD, cross-reference, and template changes. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Registration;**[Patch List]**;Aug 13,1993;Build 5 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: DGENA2 Before: B47383662 After: B68415941 **121,122,147,232,327,469,491, 779,788,824,982** Routine Name: DGENACL2 Before: B20337882 After: B31147989 **788,893,982** ============================================================================= User Information: Entered By : Date Entered : APR 10, 2019 Completed By: Date Completed: OCT 29, 2019 Released By : Date Released : OCT 29, 2019 ============================================================================= Packman Mail Message: ===================== $END TXT