$TXT Created by WHELAN,ROBERT at MNTDEM.ISC-ALBANY.VA.GOV (KIDS) on WEDNESDAY, 02/19/97 at 15:51 ============================================================================= Run Date: MAY 20, 1997 Designation: SD*5.3*51 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #105 Status: Released ============================================================================= Associated patches: (v)SD*5.3*41 <<= must be installed BEFORE `SD*5.3*51' (v)SD*5.3*107 <<= must be installed BEFORE `SD*5.3*51' Subject: PCMM GUI (Client) Fixes Category: - Informational - Routine Description: ============ This patch to the Primary Care Management Module (PCMM) consists of a routine patch to the Scheduling Package (SD*5.3*51), and a replacement Windows executable for the graphical user interface (GUI). The client workstation (GUI) portion of the patch is not being distributed through the National Patch Module. The client workstation portion of this patch is contained in the file, SD_53_51.exe which may be obtained from the appropriate Customer Service distribution directory. Remember to download this file as BINARY. The server (MUMPS) portion of this patch is distributed via the National Patch Module. Sites may install either the client or the server portions independently and the software will function at least as well as it did before; however, some of the corrected problems require modifications to both the client and the server software. The following problems with the PCMM GUI are corrected by this patch. If there is an associated NOIS, it is shown in parentheses at the end of each item: 1. Patient assignment using right mouse click not displaying patient name properly. This was just a display update problem. Data was being saved and retrieved correctly. The Get Patient option on the popup menu returns a new team list for the patient selected, but fails to update the header information on the form to reflect this new patient. (KAN-0896-41854) 2. When entering a new position, position name can't be edited until after clicking on the OK button. Form headers, the name field display , and the stored value were all corrected by one small change, as is the problem being reported. (MAD-0896-40284 and E3R #8634) 3. Site set up a position, filled in the first three tabs, saved and were prompted to select an activation date. They canceled out, then clicked on the History tab. When they clicked Add, they got an Elist index out of bounds error. (MAD-0796-41679) 4. When assigning multiple patients by stop code, clinic enrollment, or appointments, then selecting either the stop code or the clinic, user is prompted for a date range for the selections. After selecting beginning and ending dates, only the Cancel button is active. OK can not be clicked. Simply tabbing off the dates shown also fails to enable the OK button. This has been corrected. (ISA-0996-10705) 5. If user double-clicks on the 'hands' button to logon to DHCP, GPF results in Broker DLL. This seemed to be only a problem under Windows NT. (DUB-1196-31065) 6. Out of Resources errors when starting PCMM. Included code to check for available resources at startup and before opening other forms. (ALB-1296-50628) 7. If a comma is entered in the 'maximum # of patients' box, as in '1,000', an Econvert exception occurs when attempting to assign a patient to the team/position. Fixed by adding code to TextExit procedure for the edit box to remove embedded commas before validate/save. Also added code to prevent this exception and return the correct result if existing data contains a comma. (DUB-1296-31472) 8. If there is no eligibility code for a patient, SSN does not display on patient lookup. Corrected on server by patch SD*5.3*86, which returns SSN if eligibility code null. Corrected further in GUI by using this SSN on the Team Assignment screen if no eligibility code is available. (DUB-1296-31487) 9. Problem updating patient-team assignment. Discharge date could not be changed once entered. 10. Problem editing team name in team setup. Problem occurs when changing team name, then clicking SAVE without tabbing off name field. Name's TextExit event handler executes first, leaving SAVE button in a depressed state, but requiring another click. CLOSE button has same problem. 11. On the Position Set Up screen, help for Messages and History tabs is switched. 12. Fixed storing of preferences and restoring defaults (colors and fonts), as well as Primary Care defaults for the workstation. All are now saved and retrieved to/from PCMM.INI. Also added code to capture user's institution at signon and use as the default institution for new teams being created. This involved a change to GETUSER^SCUTBK3 on the server. 13. Changed 'before contimuing' to 'before continuing' in message shown when checking maximum assignments allowed for a team. 14. Inactivated STAFF button if team has no positions shown. Fixed by setting 'Enabled' state of button based on the contents of the position list. 15. On Patient Lookup, Staff Lookup, and Team Selection lists, clicking OK with no items in list returns exception and allows program abort. This was a runtime bug in the FMLookup component. Changed logic to match that in next release of FMLookup (1.0T2). 16. In multiple patient assignments, after a failed assignment, if New Assignments box has 0 entries and the '<' button is clicked, program returns an Elist exception - index out of bounds. Cancellation at the date range screen or returning an empty list as a result of the date range screen also leaves '>' and '>>' buttons enabled, and if clicked, an Elist exception occurs. Fixed by enabling/disabling all buttons at appropriate times, based on the contents of the source list for the button. 17. In both team and position assignments, if no active items appear in the list for the selected patient, and the edit option is clicked on either the main or popup menus, Elist exception results. Added code to both screens to enable/disable EDIT option based on contents of the lists. 18. If RPCBroker.CreateContext call returns false, the error message provided is misleading. Either the user is not registered to use SC PCMM GUI WORKSTATION, or this menu option has been placed out of order. Message corrected to reflect these two possibilities. 19. The default date range passed for retrieving a position's information when 'Show All Positions' is checked was corrected to prevent Y2K problems in the near future. The same problem was corrected for retrieving a team's information when 'Show All Team Assignments' is checked. 20. On the team assignment screen, right click produces a popup menu whose choices are Save and Cancel. These menu choices are ALWAYS enabled, but should match the state of the respective buttons shown on the screen. Added code to synchronize this. 21. On patient lookup list box, added ', and SSN' to caption. 22. In Patient Lookup, if user enters fewer than 3 characters for lookup, or if no matches are returned, the message box that results comes up BEHIND the lookup screen and can not be read or closed (Win95). Same problem with Staff Lookup. 23. On Position Set Up screen, if no positions are in list, and Remove Position menu option is clicked, a Broker Error results, ending in shutdown. Disabled the option if no positions in list. Same problem and solution for Delete History option. 24. Multiple patient assignments to a position by appointment date was not correctly returning a list of those patients available. This occurred because of a date range checking problem, and has been corrected. (MIN-1096-40845, SDC-0996-61657) 25. It was possible to assign the same patient to the same team multiple times on the same date. This has been corrected. (BED-0996-10381, DAY-1296-40672) 26. Problems editing a patient's position assignment and its primary care role (Practitioner, Attending, Other) have been corrected. There were occasional problems with the correct radio buttons not always being selectable, and with assignments set to 'Other' not always being modifiable once set. 27. Prior to this patch, if an inactivation date had been added for a team, and the team had currently active patients, it was impossible to delete the inactivation date. A correction in this patch allows deletion under these circumstances. 28. On the Primary Care Team Profile history screen, if 'Open' is selected from the menu while a history entry is active (selected and editable), and the user cancels from the team selection list screen, an EInvalidOperation exception occurs when trying to redisplay the team setup window. This has been corrected. The following GUI enhancements are also included in this patch: 1. Added menu item to Options menu, allowing setting the following items to 'primary care' as a workstation preference, saved in PCMM.INI. If the menu item is checked, the following are set to Primary Care as the default. Otherwise, they are not. The default is to have the menu item checked and primary care as the default. - Default purpose of team set to 'Primary Care' - Default response to 'Primary Care Team?' is 'Yes' - Position definition 'Can provide Primary Care' defaults to 'Yes'. - On multiple assignments screen, default for 'Make this a Primary Care Assignment?' is 'Yes', and 'PC Role' is 'PC Practitioner'. If a non-primary care team or position is selected for assignment of the patient, these controls are now set to non-primary care options and also disabled. 2. Included a button on the Position Set Up screen to add a new position. Currently user must right-mouse click or select from the 'Edit' menu to add a new position. 3. Included a button on the Staff Assignment Add/Edit screen to assign or inactivate a staff member from a position - currently user must right-mouse click or select from the 'Edit' menu to assign or inactivate a staff member. 4. Added a new security 'SC PCMM SETUP'. Allocation of this key to a user allows all PCMM team and position setup functionality, multiple patient assignments, and report template creation and use within the GUI. Users without this key will be limited to single patient assignments to a team or position. It is highly recommended that security keys be allocated on the server prior to installation of the GUI software on a workstation. Otherwise, users who currently use the PCMM setup options will be unable to do so until the new key is allocated. Therefore, the installation sequence should be as follows: (1) Install server patch SD*5.3*51; (2) Allocate the new 'SC PCMM SETUP' security key; and (3) Install the GUI software. Users of the previous version of the GUI software will be unaffected by the key change. 5. All visible references to 'DHCP' have been changed to 'VistA'. The exception to this is the default RPCBroker server 'DHCPSERVER', which has kept its original name to prevent potential configuration problems. The software is being distributed as follows: (1) The GUI software is distributed in one file, which may be obtained using FTP from the appropriate Customer Service directory: SD_53_51.EXE - This is a MS Windows(TM) software installation program for the client software and documentation. PCMM Documentation included in this patch: PCMMIG.PDF 51,925 05-31-96 3:40p Installation Guide PCMMIMP.PDF 352,568 05-30-96 9:44a Implementation Guide PCMMRN.PDF 115,543 05-29-96 10:45a Release Notes PCMMUG.PDF 414,172 05-24-96 10:59a User's guide NOTE: Documentation and online help have NOT been updated in this patch. These are the original versions of the documentation included in the original PCMM release in SD*5.3*41. They require the freeware Adobe Acrobat Reader for viewing and/or printing. During client installation, you will be given the opportunity to install or not install these files, as you see fit. (2) The server software consists of the enclosed PackMan message. ROUTINE SUMMARY: ================ The following is a list of the routine(s) included in this patch. The second line of each of these routine(s) will look like: ;;5.3;Scheduling;**[patch list]**;AUG 13, 1993 CHECK^XTSUMBLD results Routine name Before Patch After Patch Patch List ============ ============ =========== ========== SCMCBK 6524045 6542624 41,51 SCMCBK1 10209017 10237483 41,51 SCMCDD 12646275 12778341 41,51 SCUTBK3 1951821 2029958 41,51 INSTALLATION INSTRUCTIONS: ========================== Patches SD*5.3*41 and SD*5.3*107 must be installed prior to installing the software in this patch. CLIENT The client installation will completely replace your previous installation of PCMM. You will be prompted to indicate whether you would like to create backup copies of all files replaced as an option during the installation. 1. Get SD_53_51.EXE file. This will be obtained from the appropriate anonymous software directory. Make sure to set transfer as BINARY. Depending on the FTP software, this file might be placed in the c:\WINDOWS, c:\, or some other directory. Careful attention to the FTP client's setup should show where downloaded files will be placed. If you cannot find it, use Window's File Manager's Search functionality. It is also possible, in rare cases, that the FTP process may modify the filename in some way. If this occurs, once found, rename the file to the correct 'SD_53_51.EXE'. 2. Copy the file SD_53_51.EXE file into an empty (temporary or scratch) directory. 3. Run the SD_53_51.EXE (double click on it). This starts the PCMM installation. Example: Run c:\xxx\SD_53_51.EXE from Program Manager. Take all the default prompts unless it causes a conflict. When the installation is complete, a README.TXT file will be displayed. When finished, you can safely delete the SD_53_51.EXE file. SERVER This patch can be loaded with users on the system. Installation will take less than 2 minutes. 1. Use the INSTALL/CHECK MESSAGE option on the PackMan menu. If you receive the prompt 'Shall I preserve what is on disk in a separate back-up message ?', answer NO. Respond YES at the prompt 'Want to Continue with Load? YES//'. 2. Review your mapped set. If any of the routines listed in the ROUTINE SUMMARY section are mapped, they should be removed from the mapped set at this time. 3. From the Kernel Installation and Distribution System Menu, select the Installation menu. 4. From this menu, you may elect to use the following options (when prompted for INSTALL NAME, enter SD*5.3*51): a. Backup a Transport Global - this option will create a backup message of any routines exported with the patch. It will NOT backup any other changes such as DDs or templates. b. Compare Transport Global to Current System - this option will allow you to view all changes that will be made when the patch is installed. It compares all components of the 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. 5. Use the Install Package(s) option and select the package SD*5.3*51. 6. When prompted 'Want to DISABLE Scheduled Options and Options? YES//', respond YES. When prompted to select the options you would like to place out of order, enter the following: SC PCMM GUI WORKSTATION PCMM GUI Workstation 7. MSM sites: Please ensure you answer YES when asked if you want to move the routines to other systems and indicate the appropriate CPUs. Alternately, you can wait until the installation is complete and move the routines listed in the ROUTINE SUMMARY section to all systems. 8. If routines were unmapped as part of step 2, they should be returned to the mapped set once the installation has run to completion. Routine Information: ==================== Routine Name: - SCMCBK Routine Checksum: Routine Name: - SCMCBK1 Routine Checksum: Routine Name: - SCMCDD Routine Checksum: Routine Name: - SCUTBK3 Routine Checksum: ============================================================================= User Information: Entered By : WHELAN,ROBERT E Date Entered : SEP 06, 1996 Completed By: PODOLEC,JEFFREY Date Completed: MAY 19, 1997 Released By : ROWE,LINDA Date Released : MAY 20, 1997 ============================================================================= Packman Mail Message: ===================== $END TXT