============================================================================= Run Date: JAN 22, 2020 Designation: DG*5.3*985 Package : DG - REGISTRATION Priority: Mandatory Version : 5.3 SEQ #866 Status: Released Compliance Date: FEB 22, 2020 ============================================================================= Associated patches: (v)DG*5.3*935 <<= must be installed BEFORE `DG*5.3*985' (v)DG*5.3*941 <<= must be installed BEFORE `DG*5.3*985' (v)DG*5.3*987 <<= must be installed BEFORE `DG*5.3*985' Subject: PREFERRED NAME AND EMERGENCY CONTACT SCREEN MODIFICATIONS Category: - Routine - Enhancement (Mandatory) - Data Dictionary Description: ============ Patch DG*5.3*985 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*985 is also being released in support of the Enrollment System (ES) 5.9 release. Refer to Informational Patch Enrollment Application System EAS*1*183 for additional details regarding the ES release. NOTE: DG*5.3*985 is being released with IVM*2.0*188 in Host File DG_53_P985.KID. NOTE: The ^XINDEX issue 'Line is longer than 245 bytes' is due to a Kernel Toolkit defect, it is not due to patch DG*5.3*985. Incident INC4991239 was entered and it will be fixed in patch XT*7.3*140. Compiled list of Errors and Warnings Sep 25, 2019@13:45:22 page 1 |dd2 * * 63 Lines, 2993 Bytes, Checksum: W !,*7,"The Preferred Name cannot be deleted by the VistA user. The Patient's First Name may be entered as the Preferred Name. Please contact your facility MVI Point of Contact (POC) to request they create an MVI Toolkit Request to have this value removed." K X .2405DEL1+1 S - Line is longer than 245 bytes. Veterans Health Information System and Technology Architecture (VistA) Registration, Eligibility & Enrollment (REE) users need the ability to enter, edit, and view the Veteran's Preferred Name throughout VistA so that VA staff are able to correctly greet a Veteran during an encounter. VistA Registration patch DG*5.3*937, released in May 2017, modified VistA by adding the PREFERRED NAME field (#.2405) to the PATIENT file (#2). See the DG*5.3*937 patch description for specific information on how the Preferred Name is shared with Master Veteran Index (MVI). The DG*5.3*985 patch will allow VistA users to enter or edit the Preferred Name using VistA Registration options. The VistA REE EMERGENCY CONTACT DATA, SCREEN <3> screen does not prompt for a next of kin's phone number when the "ADDRESS SAME AS PATIENT'S?" prompt is answered "YES". Only the next of kin's work phone number prompt displays. VistA users are not able to enter the next of kin's phone number, which may be different from the patient's phone number. VistA REE does not accept/process ES deletions of the fields on the EMERGENCY CONTACT DATA, SCREEN <3> screen. Patch DG*5.3*985 will allow VistA users to enter the primary and secondary next of kin's phone numbers on the EMERGENCY CONTACT DATA, SCREEN <3> screen and will allow VistA to accept and process ES deletion of the fields on the EMERGENCY CONTACT DATA, SCREEN <3> screen received via ORU-Z05 Health Level 7 (HL7) message. Patch DG*5.3*985 will update the LONG DESCRIPTION (#.04) of the HEALTH BENEFIT PLAN (#25.11) for the plan named VETERAN - FULL MEDICAL BENEFITS TREATMENT & RX COPAY EXEMPT. This is done with the post-install routine. Listing of Updates: =================== This patch makes the following enhancements to VistA REE, which are incorporated in the menu options listed below: Load/Edit Patient Data [DG LOAD PATIENT DATA] Patient Inquiry [DG PATIENT INQUIRY] Preregister a Patient [DGPRE PRE-REGISTER OPTION] Eligibility Verification [DG ELIGIBILITY VERIFICATION] View Registration Data [DG REGISTRATION VIEW] Register a Patient [DG REGISTER PATIENT] Admit a Patient [DG ADMIT PATIENT] 1. The PATIENT DEMOGRAPHIC DATA, SCREEN <1> screen is updated as follows: a. Group [1]: The fields "SS" and "PSSN Reason" are moved below the "DOB" field. b. Group [4]: The field "Pager #" is moved up 1 line across from the "Cell Phone" field. c. Group [6]: A new editable group is added containing the "Preferred Name" field. This field corresponds to the PREFERRED NAME field (#.2405) of the PATIENT file (#2). If there is no value for the "Preferred Name", the text "Not Answered" is displayed. BEGIN SCREEN CAPTURE 1* PATIENT DEMOGRAPHIC DATA, SCREEN <1> TESTNAME,FIRST; MEMBER ID ###-##-#### NSC VETERAN ========================================================================== [1] Name: TESTNAME,FIRST [6] Preferred Name: PREFERRED DOB: JUN 6,1990 SS: ###-##-#### VERIFIED PSSN Reason: No PSSN Assigned Family: TESTNAME Birth Sex: FEMALE MBI: Given: TESTNAME [2] Alias: TEST ALIAS Middle: Prefix: Suffix: Degree: Self-Identified Gender Identity: individual chooses not to answer [3] Remarks: NO REMARKS ENTERED FOR THIS PATIENT [4] Cell Phone: 444-444-4444 Pager #: UNANSWERED Email Address: mytestemail@business.com [5] Language Date/Time: APR 2,2019@16:55 Preferred Language: ENGLISH to CONTINUE, 1-6 or ALL to EDIT, ^N for screen N or '^' to QUIT:3 END SCREEN CAPTURE 1* 2. The PATIENT DEMOGRAPHIC DATA, SCREEN <1> HELP screen is updated as follows: a. Added data group [6] "Preferred Name of Patient" b. Modified data group [1]: "Sex" is changed to "Birth Sex" BEGIN SCREEN CAPTURE 2* PATIENT DEMOGRAPHIC DATA, SCREEN <1> HELP ========================================================================== Enter '^' to stop the display and edit of data, '^N' to jump to screen #N (see listing below), to continue on to the next available screen or Enter the field group number(s) you wish to edit using commas and dashes As delimiters. Those groups enclosed in brackets "[]" are editable while Those enclosed in arrows "<>" are not. Enter 'ALL' to edit all editable Data elements on the screen. DATA GROUPS ON SCREEN 1 [1] Name, SSN, DOB, Birth Sex [2] Alias Name & SSN (if applicable) [3] Remarks concerning this patient [4] Cell Phone, Pager, E-Mail [5] Date & Time, Preferred Language [6] Preferred Name of Patient AVAILABLE SCREENS [^1] Patient Demographic Data [^1.1] Additional Patient Demographic Data [^2] Patient Data [^3] Contact Data [^4] Employment Data [^5] Insurance Data Press KEY TO EXIT SCREEN 1 HELP END SCREEN CAPTURE 2* 3. The Patient Inquiry Screen [DG PATIENT INQUIRY] is modified as follows: a. The PREFERRED NAME (#.2405) field is added to the screen banner next to the patient's name and enclosed in parenthesis. If no Preferred Name is defined, this field is not displayed. b. The remaining fields in the banner (Member ID, SSN, and DOB) are displayed to the right of the Preferred Name, and if the length of these fields exceed 80 characters the fields will wrap to a second line in the banner. BEGIN SCREEN CAPTURE 3* LONGLASTTESTNAME,LONGFIRSTNAME;(PREFERREDNAME LASTNAME) ########## ###-##-#### JUN 6,1953 ======================================================================= Residential Address: Permanent Mailing Address: STREET ADDRESS UNKNOWN 123 ANY MAIN ST UNK. CITY/STATE ANN ARBOR,MI 48104 UNITED STATES County: UNSPECIFIED County: WASHTENAW (161) Phone: UNSPECIFIED Bad Addr: Office: UNSPECIFIED Cell: UNSPECIFIED E-mail: UNSPECIFIED Temporary Mailing Address: Confidential Mailing Address: NO TEMPORARY MAILING ADDRESS NONE ON FILE Phone: NOT APPLICABLE Phone: NOT APPLICABLE From/To: NOT APPLICABLE From/To: NOT APPLICABLE Confidential Address Categories: NOT APPLICABLE Type to continue or '^' to exit: END SCREEN CAPTURE 3* 4. The PREFERRED NAME field (#.2405) of the PATIENT file (#2) is modified as follows: a. The field length is changed from 100 to 25 characters b. The Help Text is updated to reflect the new field length: "Enter the Preferred Name (1-25 alphabetic characters and/or spaces) for how the patient would like to be addressed at the facility. Vulgarities and offensive language are NOT appropriate responses." c. The text entered is automatically converted to uppercase. d. Leading, or trailing spaces entered in the text are removed. e. A DELETE TEST is added to the field in FileMan to prevent the field from being deleted in VistA and FileMan. If the user attempts to delete the value of this field, the following message is displayed: "The Preferred Name cannot be deleted by the VistA user. The Patient's First Name may be entered as the Preferred Name. Please contact your facility MVI Point of Contact (POC)to request they create an MVI Toolkit Request to have this value removed." BEGIN SCREEN CAPTURE 4* PATIENT DEMOGRAPHIC DATA, SCREEN <1> TESTPATIENT,FIRSTNAME J; ########## ###-##-####P NON-VETERAN (OTHER) ========================================================================= [1] Name: TESTPATIENT,FIRSTNAME J [6] Preferred Name: TWENTY FIVE DOB: OCT 10,1956 SS: ###-##-####P PSSN Reason: PSSN Unknown/Follow-up Req Family: Birth Sex: MALE MBI: Given: [2] Alias: < No alias entries on... Middle: Prefix: Suffix: Degree: Self-Identified Gender Identity: MALE [3] Remarks: NO REMARKS ENTERED FOR THIS PATIENT [4] Cell Phone: UNANSWERED Pager #: UNANSWERED Email Address: UNANSWERED [5] Language Date/Time: UNANSWERED Preferred Language: UNANSWERED to CONTINUE, 1-6 or ALL to EDIT, ^N for screen N or '^' to QUIT: 6 PREFERRED NAME: TWENTY FIVE CHARACTER PHD Replace @ The Preferred Name cannot be deleted by the VistA user. The Patient's First Name may be entered as the Preferred Name. Please contact your facility MVI Point of Contact (POC) to request they create an MVI Toolkit Request to have this value removed. PREFERRED NAME: TWENTY FIVE CHARACTER PHD Replace END SCREEN CAPTURE 4* 5. When entering or editing the Preferred Name field the following conditions apply: a. The value entered can be no longer than 25 alphabetical characters or spaces and must contain at least 1 alphabetical character. b. The value of the Preferred Name, if defined, is presented as the default value. c. The user may enter a caret "^" to return to the PATIENT DEMOGRAPHIC DATA, SCREEN <1> screen. d. The field is not required but cannot be deleted once a value is entered. e. The text entered is converted to uppercase. f. Leading or trailing spaces are removed from the text. Note: External applications and packages that make use of the Patient Inquiry API and Integration Control Registrations (ICRs) #2041, #10037, #6752, and #740 will see the PREFERRED NAME field (#.2405) of the PATIENT file (#2) displayed in the Patient Inquiry screen banner as described in the Listing of Updates #4 above. The applications include: Womens Health (WV) Barcode Medication Administration (BCMA) VistA Imaging - Clinical Display Order Entry Results Reporting Outpatient Pharmacy Manager (PSO MANAGER) Computerized Patient Record System (CPRS) Clinical Information Resource Network (CIRN) Automated Medical Information Exchange (AMIE) Regional Office Patient Inquiry (DVBA REG OFF PATIENT INQ) The following VistA REE options also display Patient Inquiry API output Load/Edit Patient [DG LOAD PATIENT DATA] Register A Patient [DG REGISTER PATIENT] 6. VistA users will be prompted for the primary next of kin (NOK) and the secondary next of kin's (NOK-2) phone numbers on the EMERGENCY CONTACT DATA, SCREEN <3> screen when "..ADDRESS SAME AS PATIENT'S?" prompt is answered "YES". BEGIN SCREEN CAPTURE 5* EMERGENCY CONTACT DATA, SCREEN <3> TESTLASTNAME,FIRSTNAME; ###-##-#### NSC VETERAN ========================================================================== [1] NOK: UNANSWERED [2] NOK-2: UNANSWERED Relation: UNANSWERED Relation: UNANSWERED Phone: UNANSWERED Phone: UNANSWERED Work Phone: UNANSWERED Work Phone: UNANSWERED [3] E-Cont.: UNANSWERED [4] E2-Cont.: UNANSWERED Relation: UNANSWERED Relation: UNANSWERED Phone: UNANSWERED Phone: UNANSWERED Work Phone: UNANSWERED Work Phone: UNANSWERED [5] Designee: UNANSWERED Relation: UNANSWERED Phone: UNANSWERED Work Phone: UNANSWERED to CONTINUE, 1-5 or ALL to EDIT, ^N for screen N or '^' to QUIT: 1 K-NAME OF PRIMARY NOK: TESTLASTNAME,MOTHER K-RELATIONSHIP TO PATIENT: MOTHER K-ADDRESS SAME AS PATIENT'S?: NO// YES YES K-PHONE NUMBER: ###-###-#### K-WORK PHONE NUMBER: ###-###-#### END SCREEN CAPTURE 5* 7. VistA accepts and processes ES deletion of the fields on the EMERGENCY CONTACT DATA, SCREEN <3> screen received via ORU-Z05 HL7 message. 8. The following PATIENT file (#2) fields on EMERGENCY CONTACT DATA, SCREEN <3> screen are audited: K-RELATIONSHIP TO PATIENT(#.212) K2-NAME OF SECONDARY NOK(#.2191) K2-RELATIONSHIP TO PATIENT(#.2192) K2-PHONE NUMBER(#.2199) E-NAME(#.331) E-PHONE NUMBER(#.339) E-RELATIONSHIP TO PATIENT(#.332) E2-NAME OF SECONDARY CONTACT(#.3311) E2-RELATIONSHIP TO PATIENT(#.3312) E2-PHONE NUMBER(#.3319) D-NAME OF DESIGNEE(#.341) D-RELATIONSHIP TO PATIENT(#.342) D-PHONE NUMBER(#.349) Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- PATIENT (#2) PREFERRED NAME (#.2405) Modified K2-NAME OF SECONDARY NOK(#.2191) Modified E-NAME(#.331) Modified E2-NAME OF SECONDARY CONTACT Modified (#.3311) D-NAME OF DESIGNEE(#.341) Modified K-RELATIONSHIP TO PATIENT(#.212) Modified K2-RELATIONSHIP TO PATIENT Modified (#.2192) E-RELATIONSHIP TO PATIENT(#.332) Modified E2-RELATIONSHIP TO PATIENT Modified (#.3312) E2-PHONE NUMBER (#.3319), Modified D-RELATIONSHIP TO PATIENT(#.342) Modified D-PHONE NUMBER (#.349) Modified K2-PHONE NUMBER(#.2199) Modified E-PHONE NUMBER (#.339) Modified 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 ------------- ---- ------------------ -------------------- N/A Remote Procedures Associated: Remote Procedure Name New/Modified/Deleted --------------------- -------------------- N/A Parameter Definitions Associated: Parameter Name New/Modified/Deleted -------------- -------------------- N/A Additional Information: ----------------------- Blood Bank Team Coordination: N/A New Service Requests (NSRs): 20141113 Add Preferred Name Field in Demographics Patient Safety Issues (PSIs): N/A Defect Tracking System Ticket(s) & Overview: Problem: -------- N/A Resolution: ----------- N/A Test Sites: ----------- Central Alabama Veterans Health Care System (Tuskegee, Montgomery), Tuskegee, AL West Palm Beach VA Medical Center, West Palm Beach, FL El Paso VA Health Care System, El Paso, TX Software and Documentation Retrieval Instructions: -------------------------------------------------- Documentation describing the new functionality and/or a Host File containing a build may be 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*985 Release Notes DG_5_3_985_RN.PDF (binary) User Manual - Registration Menu PIMS_REG_UM.PDF (binary) PIMS Technical Manual PIMSTM.PDF (binary) Host File Name Contents FTP Mode --------------------------------------------------------------------- DG_53_P985.KID DG*5.3*985 (ASCII) IVM*2.0*188 Patch Installation: ------------------- Pre/Post Installation Overview: A post install routine is included in the build. This routine updates the LONG DESCRIPTION (#.04) field of the VETERAN - FULL MEDICAL BENEFITS TREATMENT & RX COPAY EXEMPT plan in the HEALTH BENEFIT PLAN (#25.11) file. The post-installation routine DG53985P will be automatically deleted upon installation of this patch. Pre-Installation Instructions: ------------------------------ 1. This patch should NOT be installed while the IVM BACKGROUND JOB [IVM BACKGROUND JOB] is running. The IVM BACKGROUND JOB [IVM BACKGROUND JOB] should be unscheduled. Use the Schedule/Unschedule Options [XUTM SCHEDULE] option on the Taskman Management [XUTM MGR] menu. Note the currently scheduled date/time. 2. The HL7 incoming/outgoing filers should be stopped. Stop All Messaging Background Processes by using the [HL STOP ALL] option on the Filer and Link Management Options [HL MENU FILER LINK MGT] menu on the HL7 Main Menu [HL MAIN MENU]. 3. The following options should be disabled during installation: Register a Patient [DG REGISTER PATIENT] Load/Edit Patient Data [DG LOAD PATIENT DATA] View Registration Data [DG REGISTRATION VIEW] Patient Inquiry [DG PATIENT INQUIRY] Eligibility Verification [DG ELIGIBILITY VERIFICATION] Admit a Patient [DG ADMIT PATIENT] This patch may be installed with users on the system; however, it needs to be installed during non-peak hours since it checks all patients. The install time will be dependent on the number of entries in the PATIENT file (#2). Installation Instructions: ------------------------- 1. Load the Host File a. Download DG_53_P985.KID into your local directory. b. From the Kernel Installation and Distribution System (KIDS) Menu, select the Installation menu. c. Use Load a Distribution option. You may need to prepend a directory name. When prompted for "Enter a Host File: ", respond with DG_53_P985.KID Example: /srv/vista/dev/user/hfs/patches/DG_53_P985.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 DG*5.3*985. 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? YES//', answer YES. a. When prompted 'Enter options you wish to mark as 'Out Of Order':', select the following option: Option Name Menu Text ----------- --------- Register a Patient [DG REGISTER PATIENT] Load/Edit Patient Data [DG LOAD PATIENT DATA] View Registration Data [DG REGISTRATION VIEW] Patient Inquiry [DG PATIENT INQUIRY] Eligibility Verification [DG ELIGIBILITY VERIFICATION] Admit a Patient [DG ADMIT PATIENT] b. When prompted 'Enter protocols you wish to mark as 'Out Of Order':', press the Enter key. c. If prompted 'Delay Install (Minutes): (0 - 60): 0//', respond 0. Note: Patch DG*5.3*985 will modify the PREFERRED NAME field (#.2405) in the PATIENT file (#2) from a FREE TEXT of 100 characters to 25 characters. There is an Environment Check routine DG53985E which will run prior to the installation of the patch to check if there are any patients that have a Preferred Name that is greater than 25 characters. If there are no Preferred Names identified that are greater than 25 characters, the Kernel Installation Distribution System will proceed with the installation. If there are one or more Preferred Names identified to be greater than 25 characters, the Environment Check will generate the patient's DFN and FULL ICN, the installation will abort, and the build will be removed. Please use the Install File Print [XPD PRINT INSTALL FILE] option to print the Install File of the patch DG*5.3*985 and notify your Registration ADPAC or user with the list of patient DFN and FULL ICN that need to have their Preferred Name shortened or abbreviated to 25 characters. The patient must be contacted to change the Preferred Name to one that conforms with the 25 character limit. The Preferred Name(s) have to be corrected using the ENTER OR EDIT FILE ENTRIES option in FileMan. The Host File will have to be loaded again and the installation restarted. The Environment Check routine is automatically deleted. Post-Installation Instructions: ------------------------------- The HL7 incoming filers should be restarted. Use the Restart/Start All Links and Filers [HL TASK RESTART] option on the Filer and Link Management Options [HL MENU FILER LINK MGT] menu on the HL7 Main Menu [HL MAIN MENU]. The IVM BACKGROUND JOB [IVM BACKGROUND JOB] should be rescheduled. Use the Schedule/Unschedule Options [XUTM SCHEDULE] option on the Taskman Management [XUTM MGR] menu. 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 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]**; 13-AUG-93;Build 15 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: DG53985E Before: n/a After: B4025789 **985** Routine Name: DG53985P Before: n/a After: B28724368 **985** Routine Name: DGR111 Before: B9243867 After: B9453949 **871,987,985** Routine Name: DGRP1 Before: B36820867 After: B40365565 **109,161,506,244,546,570,629, 638,649,700,653,688,750,851, 907,925,941,985** Routine Name: DGRPD1 Before: B7682498 After: B12156585 **703,730,688,863,935,985** Routine Name: DGRPE Before: B78319537 After: B78954100 **32,114,139,169,175,247,190, 343,397,342,454,415,489,506, 244,547,522,528,555,508,451, 626,638,624,677,672,702,689, 735,688,797,842,865,871,887, 941,985** Routine Name: DGRPH Before: B27215074 After: B27974831 **114,343,397,415,489,545,638, 624,689,842,941,985** Routine Name: DGRPV Before: B19689062 After: B19825029 **109,114,247,190,327,365,343, 397,415,489,546,545,451,624, 677,672,689,716,688,797,842, 871,887,941,985** Routine list of preceding patches: 935, 941, 987 ============================================================================= User Information: Entered By : Date Entered : JUL 17, 2019 Completed By: Date Completed: JAN 14, 2020 Released By : Date Released : JAN 22, 2020 ============================================================================= Packman Mail Message: ===================== No routines included