$TXT Created by YORTY,M ROBERT at DEVVCC.FO-ALBANY.MED.VA.GOV (KIDS) on Thursday, 06/12/08 at 13:54 ============================================================================= Run Date: JUL 01, 2008 Designation: DG*5.3*779 Package : DG - REGISTRATION Priority: Mandatory Version : 5.3 SEQ #691 Status: Released Compliance Date: AUG 01, 2008 ============================================================================= Associated patches: (v)DG*5.3*491 <<= must be installed BEFORE `DG*5.3*779' Subject: NEW ENROLLEE APPOINTMENT REQUEST CALL LIST Category: - Routine - Data Dictionary - Input Template - Enhancement (Mandatory) Description: ============ New Enrollee Appointment Request Call List project shall provide a solution for electronic tracking the status of new enrollee appointment requests. The Enrollment and Scheduling applications will work in an integrated fashion to facilitate the scheduling of appointments for veterans who have requested an appointment during enrollment process. The intent is for a veteran that applies for care during enrollment can ask for an appointment and that sites need to track and insure that one is established. The New Enrollee Appointment Call List is designed to help track this process and the timeliness of providing that first appointment. During enrollment, the question regarding an appointment is only asked when the veteran initially applies for care. The understanding is all initial appointments are with a Primary Care Physician and follow-up appointments are then scheduled as needed based on the referral of the Primary Care Physician. The VAMC can designate whom ever they desire to have the menu option to manage the call list. The following features are implemented in this patch, DG*5.3*779: ---------------------------------------------------------------------- 1. Eliminating the waits and delays of creating an appointment when veteran has indicated a desire for one. 2. New Enrollee Appointment Request 'Call List' Report to accurately monitor new enrollee's appointment requests. 3. New Enrollee Appointment Request 'Tracking Report' to track the status of new enrollee's appointment requests within a date range. 4. New Enrollee Appointment Request 'Edit' option to update the status and add comment to the appointment request. Force a comment entry when a 'cancelled' status is entered. 5. Automatic Collection of Appointment Request Date and Appointment Requested response. This component addresses capturing the Appointment Request Data for those patients that move out of any of the 'Rejected' enrollment statuses. As appropriate for the received patient updates, ESR will apply its Enrollment Determination business rules and assign a new enrollment status, which is then shared back to VistA. If the patient elects to receive care from a VA facility, the patient will usually contact the facility to make an appointment. The patient is processed through Appointment Management, not Patient Enrollment. Therefore, it is requested that the Appointment Request Response and Appointment Request Date be captured in the Appointment Management Package. The following technical features are implemented in this patch, DG*5.3*779: ---------------------------------------------------------------------- 1. Four fields have been added to the Patient (#2) file. These four fields are: APPOINTMENT REQUEST STATUS (#1010.161); DATE STATUS LAST EDITED (#1010.162); APPOINTMENT REQUEST COMMENT (#1010.163); and DATE COMMENT LAST EDITED (#1010.164) 2. Two cross references have been added. The APPOINTMENT REQUEST ON 1010EZ (#1010.159) field now has a cross reference for all 'yes' entered requests. The APPOINTMENT REQUEST DATE (#1010.1511) field has a cross reference by date of the 'yes' request for an appointment. 3. A new menu, 'New Enrollee Appointment Request Management Menu' [DGEN NEACL REQUEST MGT MENU], has been added to the 'Appointment Menu' [SDAPP]. This new menu contains the options; 'Edit', 'Call List', and 'Tracking Report' in running the new enrollee call list. 4. The protocol 'Auto-Enroll Patient' [DGEN SD ENROLL PATIENT], running off the 'Appointment Event Driver' [SDAM APPOINTMENT EVENTS] driver, has been edited. When an appointment is being made for a patient, VistA shall automatically collect/assign the Appointment Request Response and Appointment Request Date according to the following business rule: o When the Enrollment Application Date >= 8/1/2005, THEN o If the Appointment Request Date is NULL o Set the Appointment Request Response = 'YES' AND o Set the Application Request Date = Current Date o If the Appointment Request status is not 'filled', THEN o Set the Appointment Request Status = 'FILLED' o Append the Appointment Request Comment. Also, patients newly enrolled via this scheduling appointment options will have their Appointment Request, Appontment Request Date, Appointment Request Status, and Appointment Request Comment updated. 5. A report option, 'Call List (background job)' [DGEN NEACL MGT RPT1BK], should be queued by your IRM and scheduled to run daily to the printer of the Enrollment Specialist or designated person(s) responsible for the call list. This patch addresses the following New Service Request (NSR): ------------------------------------------------------------- NSR 20060706-Linking appointment request with scheduling/waitlist VistA Appointment Management/Scheduling requirement from NSR 20070619 This patch addresses the following Remedy Ticket(s): ---------------------------------------------------- There are no Remedy Tickets associated with this patch. Test Sites: ----------- Chillicothe VAMC Lexington VAMC Maryland HCS Memphis VAMC The following is a list of files included in this patch: UP SEND DATA DATE SEC. COMES SITE RSLV FILE # NAME DD CODE W/FILE DATA PTS -------------------------------------------------------------------- 2 PATIENT YES NO NO The following is a list of fields included in this patch: Field Name (Number) File Name (Number) ------------------- ------------------ APPOINTMENT REQUEST ON 1010EZ (#1010.159) PATIENT (#2) APPOINTMENT REQUEST DATE (#1010.1511) PATIENT (#2) APPOINTMENT REQUEST STATUS (#1010.161) PATIENT (#2) DATE STATUS LAST EDITED (#1010.162) PATIENT (#2) APPOINTMENT REQUEST COMMENT (#1010.163) PATIENT (#2) DATE COMMENT LAST EDITED (#1010.164) PATIENT (#2) The following is a list of templates included in this patch: Template Name Type File Name (Number) ------------- ---- ------------------ DGEN NEACL INPUT PATIENT (#2) The following is a list of options included in this patch: Option Name Type New/Modified ----------- ---- ------------ DGEN NEACL MGT RPT1 opt New DGEN NEACL MGT RPT1BK opt New DGEN NEACL MGT RPT2 opt New DGEN NEACL REQUEST MGT EDIT opt New DGEN NEACL REQUEST MGT MENU menu New SDAPP menu Modified ================INSTALLATION INSTRUCTIONS ================= 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 KIDS Install. Other VISTA users will not be affected. Appointment Management [SDAM APPT MGT] Install Time - less than 5 minutes 1. LOAD TRANSPORT GLOBAL --------------------- Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 2. START UP KIDS ------------- Start up the Kernel Installation and Distribution System Menu [XPD MAIN]: Edits and Distribution ... Utilities ... Installation ... Select Kernel Installation & Distribution System Option: INStallation --- Load a Distribution Print Transport Global Compare Transport Global to Current System Verify Checksums in Transport Global Install Package(s) Restart Install of Package(s) Unload a Distribution Backup a Transport Global Select Installation Option: 3. Select Installation Option: --------------------------- NOTE: The following are OPTIONAL - (When prompted for the INSTALL NAME, enter DG*5.3*779): a. Backup a Transport Global - This option will create a backup message of any routines exported with this patch. It will not backup any other changes such as DD's or templates. 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, DD's, 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. Select Installation Option: Install Package(s) ------------------ **This is the step to start the installation of this KIDS patch: a. Choose the Install Package(s) option to start the patch install. b. When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//' answer NO c. When prompted 'Want KIDS to INHIBIT LOGONs during the install? YES//' answer NO d. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//' answer YES e. When prompted 'Enter options you wish to mark as 'Out Of Order':' Enter the following options: Appointment Management [SDAM APPT MGT] f. When prompted 'Enter protocols you wish to mark as 'Out Of Order':' Enter the following protocols: Appointment Event Driver [SDAM APPOINTMENT EVENTS] ============= POST-INSTALLATION INSTRUCTIONS ================= Schedule/queue the 'Call List (background job)' [DGEN NEACL MGT RPT1BK] to run daily to the printer of the Enrollment Specialist or designated person(s) responsible for the call list. Edit Option Schedule Option Name: DGEN NEACL MGT RPT1BK Menu Text: Call List (background job) TASK ID: 11464 __________________________________________________________________________ QUEUED TO RUN AT WHAT TIME: APR 1,2008@05:00 DEVICE FOR QUEUED JOB OUTPUT: LEB$PRT 10/6/UP;P-REMOTE TCP 1 QUEUED TO RUN ON VOLUME SET: RESCHEDULING FREQUENCY: 1D TASK PARAMETERS: SPECIAL QUEUEING: __________________________________________________________________________ ----------------------- ROUTINE MODIFICATIONS ---------------------------- DGENACL - new routine. DGENACL1 - new routine. DGENA2.INT.1 |"BEFORE"|DGENA2.INT.1 ************************************************************************** DGENA2.INT.1 +2 ;;5.3;Registration;**121,122,147,232,327,469,491,779**;Aug 13,1993; Build 4 ................... |"BEFORE"|DGENA2.INT.1 +2 ;;5.3;Registration;**121,122,147,232,327,469,491**;Aug 13,1993 --------------------------------------- DGENA2.INT.1 +108 ;appointment made, check if enrollment appointment request needs reset. +109 I $G(SDAMEVT)=1 D REQUST(SDAMEVT,SDATA) ................... |"BEFORE"|DGENA2.INT.1 --------------------------------------- DGENA2.INT.1 +116 I $$FINDCUR^DGENA(DFN) D REQUST(SDAMEVT,SDATA) Q ................... |"BEFORE"|DGENA2.INT.1 +114 Q:$$FINDCUR^DGENA(DFN) --------------------------------------- DGENA2.INT.1 +133 . . D REQUST(SDAMEVT,SDATA) ................... |"BEFORE"|DGENA2.INT.1 --------------------------------------- DGENA2.INT.1 +138 ; +139 REQUST(SDAMEVT,SDATA) ; +140 ;Automatic collection of Appointment Request Date and Appointment +141 ;Request Response +142 ;- Set when Enrollment Application Date >= 8/1/20905 AND +143 ;- Appointment Request Date in null. +144 ; +145 ; Input -- SDATA and SDAMEVT defined by scheduling event driver +146 ; Output -- none +147 ; +148 N DGENRIEN,DGENR,DPTERR,DGCOM +149 ;apointment made or checked out? +150 Q:(($G(SDAMEVT)'=1)&($G(SDAMEVT)'=5)) +151 ; +152 S DFN=$P($G(SDATA),"^",2) +153 ;get enrollment ien +154 S DGENRIEN=$$FINDCUR^DGENA(DFN) +155 I DGENRIEN,$$GET^DGENA(DGENRIEN,.DGENR) ;set-up enrollment array +156 I $G(DGENR("APP"))>3050731 D +157 . ;and, no appointment request date. Set request="yes", request date +158 . I '$$GET1^DIQ(2,DFN,1010.1511,"I") D +159 . . ;set fields +160 . . N FDATA +161 . . S FDATA(2,DFN_",",1010.159)=1 +162 . . S FDATA(2,DFN_",",1010.1511)=DT +163 . . D FILE^DIE("","FDATA","DPTERR") +164 . ;if appointment made (or checkout), appt. request="yes", request status'="filled" +165 . ;- set request status='filled' w comment +166 . I ($$GET1^DIQ(2,DFN,1010.159,"I")),($$GET1^DIQ(2,DFN,10 10.161,"I")'="F") D +167 . . ;set fields +168 . . N FDATA +169 . . S FDATA(2,DFN_",",1010.161)="F" +170 . . S DGCOM=$$GET1^DIQ(2,DFN,1010.163) +171 . . S DGCOM=DGCOM_$S(DGCOM'="":"<>",1:"")_"AutoComm:"_$S($$GET1^DIQ (2,DFN,1010.161,"I")="":"null",1:$S($$GET1^DIQ(2,DFN,1010.161,"I")="I":"I N PROGRESS",1:$$GET1^DIQ(2,DFN,1010.161)))_"|FILLED by Scheduling" +172 . . S FDATA(2,DFN_",",1010.163)=DGCOM +173 . . D FILE^DIE("","FDATA","DPTERR") +174 Q ................... |"BEFORE"|DGENA2.INT.1 ************************************************************************** Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Registration;**[Patch List]**;Aug 13,1993;Build 11 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: DGENA2 Before: B15510967 After: B30778847 **121,122,147,232,327,469,491,779** Routine Name: DGENACL Before: n/a After: B29975193 **779** Routine Name: DGENACL1 Before: n/a After: B36626109 **779** Routine list of preceding patches: 491 ============================================================================= User Information: Entered By : YORTY,M ROBERT Date Entered : FEB 14, 2008 Completed By: BARBER,HAROLDINE Date Completed: JUL 01, 2008 Released By : FITCH,DONNA Date Released : JUL 01, 2008 ============================================================================= Packman Mail Message: ===================== $END TXT