$TXT Created by FLEGEL,CHRIS M at DEVFEX.ISC-ALBANY.VA.GOV (KIDS) on MONDAY, 07/12/99 at 16:15 ============================================================================= Run Date: JUL 30, 1999 Designation: SD*5.3*195 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #175 Status: Released ============================================================================= Associated patches: (v)SD*5.3*169 <<= must be installed BEFORE `SD*5.3*195' Subject: PCMM CONVERSION TOOLS Category: - Routine Description: ============ BACKGROUND ============ With the onset of Practice Profiling the need to reliably identify the Primary Care Provider (PCP, the ultimate responsible provider) and the Associate Provider (AP, the provider who sees the patient on a day to day basis) has become an important issue. The current functionality in PCMM would allow for the identification of these two providers but would require the creation of two assignments. One assignment would be to the PC Practitioner and the second to the PC Attending. This would add a large volume of work to the sites, especially when mass assignment functions are utilized. With the upcoming patch SD*5.3*177 (PCMM Phase II), PCMM will be changed so that only one assignment is necessary to identify the PCP and AP. The current preceptor functionality will be key to this single assignment process. Under the new business rules, in order to identify the PCP and AP for a patient, a preceptor link will be set up between the two positions. The position that is being precepted over is the AP and the precepting position is the PCP. Thus when an assignment is made to the AP position the PCP for that patient automatically becomes the staff member of the position that precepts over that AP position. This linkage and the various business rules to establish it are described in great detail in the training materials provided with this patch. As a result of this new functionality, PC Attending assignments are no longer needed and will not be available for selection. Assignments will either be PC or non-PC. For sites that have utilized the PC Attending assignment, SD*5.3*195 will provide tools for the identification and conversion of the assignments that were made using PC Attending. An additional report has been provided that will review current preceptor linkages for compliance with the new business rules. NEW FUNCTIONALITY =================== PC ATTENDING REVIEW This report will scan the PCMM database for all active and future assignments made with the PC Attending designation. Results will be reported to the user via Mailman. This is strictly a review report to assist the user with the PC ATTENDING CONVERSION option. PC ATTENDING CONVERSION This option will allow the user to convert the assignments from PC Attending to PC Practitioner. This is the only thing that it will convert. The user is able to run this conversion in either a CHECK or FIX mode: FIX will perform the conversion; CHECK will simply review. Results will be reported to the user via Mailman. The user is able to select the teams and positions (one/many/all) they want converted. The software has two basic checks it performs before it actually converts the assignment: 1 - Does a PC Practitioner assignment already exist for this patient? If so a second cannot be added. The user will have to either discharge the other assignment or discharge the assignment that is trying to be converted. 2 - Is the team assignment for this patient designated as primary care? When a patient is assigned to a team, PCMM asks if this is a primary care team assignment. A primary care position assignment cannot be made without the team assignment being primary care. PRECEPTOR MIGRATION REPORT The Preceptor Migration Report loops through the Team file. For every active team with entries in the Team Position file that have an entry in the Preceptor field, the report validates the position and the preceptor position against the standards for a preceptor link which will be effective with the release of Scheduling patch SD*5.3*177 (PCMM Phase II Enhancements). If the Team Position-Preceptor Team Position 'Link' meets Phase II standards, the report entry will show 'Preceptor Link OK'; otherwise, the report entry will show "Position:" or "Preceptor:" and detail the faults(s). Any entry tagged as 'Preceptor Link OK' will be migrated by the Post-Init of Scheduling patch SD*5.3*177 to the *new* Preceptor History file. The intent of the report is to allow sites to review/edit existing preceptor assignments prior to migration to the new format. Results will be reported to the user via Mailman. New Options: ============ Three new options are being distributed on the new SCMC CONVERSION TOOLS MENU: SCMC PRECEPTOR MIGRATION RPT SCMC PC ATTENDING CONVERSION SCMC PC ATTENDING ASGN RPT SCMC CONVERSION TOOLS MENU is not attached to any existing VISTA option. The tools are intended for a one-time conversion of PC Attending data and display of preceptor information. Therefore, this menu should only be given to the appropriate PCMM user. The conversion options will be deleted with a future PCMM patch when it is determined that all sites have successfully converted. 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 ============ ============ =========== ========== SCMCCV1 N/A 8025065 195 SCMCCV2 N/A 14397249 195 SCMCCV3 N/A 6497864 195 SCMCCV4 N/A 9770750 195 SCMCGU N/A 1204651 195 Installation Instructions ========================= This patch can be installed with users on the system. All of the options and routines are new. No PCMM or other processes will be effected. Installation should take less than one minute. 1. All routines contained in this patch are new. However, if any of the routines listed in the ROUTINE SUMMARY section are mapped, they should be removed from the mapped set at this time. 2. Use the INSTALL/CHECK MESSAGE option on the PackMan menu. 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 the INSTALL NAME, enter SD*5.3*195). a) Backup a Transport Global - this option will create a backup message of any routines exported with the patch. It will NOT backup any of the other changes. 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 and options). 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*195. 6. When prompted "Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES//" it is recommended that you answer "NO". The option contained in this patch will be included in user up-arrow "^" jump functionality when routine site menu tree rebuilding is performed. If you elect to answer "YES" to this prompt, completing the installation of this patch may take significantly longer than the estimate provided. 7. Add the menu option SCMC CONVERSION TOOLS MENU to the appropriate PCMM user(s) secondary menu. 8. If any routines were unmapped as a part of step 1, they should be returned to the mapped set once the installation has run to completion. Routine Information: ==================== Routine Name: - SCMCCV1 Routine Checksum: Routine Name: - SCMCCV2 Routine Checksum: Routine Name: - SCMCCV3 Routine Checksum: Routine Name: - SCMCCV4 Routine Checksum: Routine Name: - SCMCGU Routine Checksum: ============================================================================= User Information: Entered By : URBANSKI,JOSEPH Date Entered : MAY 13, 1999 Completed By: FLEGEL,CHRIS M Date Completed: JUL 14, 1999 Released By : WHELAN,ROBERT E Date Released : JUL 30, 1999 ============================================================================= Packman Mail Message: ===================== $END TXT