============================================================================= Run Date: SEP 28, 1999 Designation: SD*5.3*177 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #180 Status: Released ============================================================================= Subject: Associate Provider Category: - Routine Description: ============ This patch makes changes to PCMM software, addressing some reported NOIS issues and adding new functionality. The changes and additions are defined below. If necessary, please refer to the PIMS User Manual - Scheduling Module, the Practice Profiling Software Requirements Specifications, or the online help for further information. Several new enhancements have been made to the PCMM GUI software to comply with the Practice Profiling effort. The new functionality addresses the need to show a relationship between the Associate Provider (AP), the provider that sees the patient on a day to day basis, and the Primary Care Provider (PCP), the person ultimately responsible for the care of that patient. This relationship will be established through the preceptor functionality available in PCMM. New training materials have been developed and will be distributed in the following schedule: * Website - On or before 15 October, 1999, the PCMM Training Guide will be available for download from the VistA University Web Page. * Mailing to each site - On or before 1 December, 1999 the following will be mailed to PCMM Coordinators and through normal distribution to each site: 1. New PCMM CD-ROM 2. PCMM Reports Pamphlet 3. PCMM Overview Pamphlet 4. Keyboard Shortcuts (laminated sheet) To support the new preceptor link the following changes have been made: ============== Client Changes ============== PC Attending assignments can no longer be made. With preceptor linkage there is no longer a need to utilize PC Attending assignment designations when assigning patients to positions. The PCP will be established through the link. All GUI screens that allowed PC Attending assignments have been adjusted to remove that ability: Multiple Patient Assignment Multiple Patient Reassignment Position Information screen Preceptor Assignment On the Primary Care Team Position Setup screen under the current Staff Button a Preceptor Button has been added. The Preceptor Button launches the user into the Preceptor assignment screen. The Preceptor assignment screen functions exactly like the staff assignment screen, except preceptor positions are selected/filed instead of staff. The Preceptor assignment screen will include the name of the preceptor once assigned, the effective date of the assignment, status, and status reason. Preceptor history information will be retained and displayed. When the Assign button is clicked the Preceptor Lookup screen will display. The Preceptor Lookup screen will list all currently valid preceptor positions for the team. Once a preceptor is assigned it will be displayed on the General tab in the preceptor field. Assignment of a preceptor position locks the precepted position and the preceptor position into a 'Preceptor Link': for preceptor positions, the Staff Assignment form will not close if there is not a current staff assignment; for precepted positions, the Preceptor Assignment form will not close if there are current or future patient assignments and there is not a current preceptor assignment. When a position becomes part of a preceptor link, the 'Can Act As Primary Care' and 'Can Act as Preceptor' checkboxes on the settings tab will not be allowed to change. Positions with 'Can Act as Preceptor' checked will have the preceptor button disabled. Messages On the Messages tab, a Preceptor checkbox has been added for each message type. Checking the box will result in the current preceptor receiving the mail notification in addition the current staff assigned to the position. The preceptor checkboxes will be disabled for positions with 'Can Act as Preceptor' checked. Patient Team Position Assignment Screen The information display columns have been changed to the following order: PC, Team Member, Position, Preceptor (PCP name), Standard Role. The "AT" column has been removed. The PC column will use an "*" to identify PCP positions and an "x" to identify AP positions. Staff Assignment Menu Button Due to the new, defined relationship between the position assignment file and the preceptor assignment file, the Team/Staff menu option to launch a user directly to the Staff Assignment form has been modified. Direct access to team positions that are part of a preceptor link will not be allowed; staff assignments to linked positions must be mediated through the Position Definition form by either clicking the 'Staff' button or using the 'Assign Staff' sub-menu. Team Patient Listings report As a result of the changes to the PCMM VISTA reports the Patient Status radio check box will no longer be needed. It has been removed from the report form when this report is selected. ============== Server Changes ============== Outputs and Display Revisions: ============================== To accommodate the printing and display of assignment information related to the Associate Provider functionality distributed by this patch, the following changes and additions are provided: 1. Non-PCMM Display Options The options 'Patient Inquiry' [DG PATIENT INQUIRY], 'Patient Profile MAS' [SDPATIENT] and the 'team information' action of the 'Appointment Management' [SDAM APPT MGT] option are to be changed to provide a uniform, complete display of patient assignments. Displayed information will include Primary Care Provider, Associate Provider, and team assignments; as well as, non-Primary Care assignments that are active at the time of the display. In the 'Appointment Management' [SDAM APPT MGT] option, a line is added below the patient name in the header to reflect Primary Care Provider, Associate Provider and team. [NOTE: This will result in changes to the 'SDAM APPT MGT' List Template.] Changes are also being made to the PCE and CPRS packages to display the new Primary Care Provider and Associate Provider relationships. For further information on these changes please refer to patch PX*1.0*78 of PCE and patch OR*3*65 of CPRS for details. 2. Non-PCMM Report Options The 'Appointment List' [SDLIST] option is modified to optionally display Primary Care provider, associate provider and team information. The 'ACRP Ad Hoc Report' [SCRPW AD HOC REPORT] option is modified to include Associate Provider, non-PC providers and non-PC teams (current and historical) as selectable data elements for ad hoc reports. 3. Existing PCMM Reports 'Detailed Patient Enrollments' [SC PCMM DETAIL LIST PTS] - Logic is changed to screen clinics for selection against clinics assigned to selected teams. Option menu text and output heading is changed to "Detailed Patient Assignments". Columns are added for Primary Care Provider and Associate Provider. Output is revised to 132 column format. 'Individual Team Profile' [SC PCMM IND TEAM PROFILE] - Redundant team description lines are removed. Total patients assigned to team is added to description. Physician name, PC/AP, and # assigned columns are added to the report. The report output title is changed to match option menu text. Output is revised to 132 column format. 'Patient w/Team Assignments' [SC PCMM PT LIST W/TEAM ASSIGN] - Option menu text and output title are changed to "Patient Listing for Team Assignments". Columns for Preceptor, PC/non-PC status, provider role are added. Output is revised to 132 column format. 'Practitioner Demographics' [SC PCMM PRACT DEMO] - Preceptor is displayed if one is assigned. Person Class, position and standard role fields are included. Counts of patients for which the provider is a preceptor and total of assigned/precepted patients are added. 'Practitioner's Patients' [SC PCMM PRACT PATIENTS] - Preceptor name (if applicable) is added to the descriptive heading of the display. Summary output is reformatted. 'Summary of Teams' [SC PCMM SUM LIST OF TEAMS] - Columns are added to the report for role and to provide counts of Primary Care and non-Primary Care patients for which the provider is the preceptor. Option menu text and output title changed to "Summary Listing of Teams". Output is revised to 132 column format. 'Team's Members' [SC PCMM LIST TEAM'S MEMBERS] - Preceptor is displayed if one is assigned. Person Class is added. Option menu text and output title is changed to "Team Members Listing" 'Team's Patients' [SC PCMM LIST TEAM'S PATIENTS] - Columns are added for PCP/AP status and PC/non-PC status. Option menu text and output title are changed to "Team Patients Listing". No-showed appointments are screened from appearing in the 'last appointment' column. Output is revised to 132 column format. New PCMM Reports: ================= PCMM Inconsistency Report Lists the inconsistencies that may exist according to the new Primary Care Business Rules, established in Phase II of PCMM. Historical Patient Assignment Detail Lists all provider, position and team assignments that exist for a patient during a specified date range. Historical Provider Position Assignment Listing Lists all provider position assignments that exist during a specified date range. Historical Patient Position Assignment Listing Lists all patient position assignments that exist during a specified date range. Historical Team Assignment Summary Counts of team and team position assignments within a specified date range. NOIS ISSUES: ============ 1. [NOIS: WWW-0199-51323, BHS-0799-12305, ALN-0799-11975, MAR-0899-20201, MAC-0399-61568, ALN-0499-10505, MAC-1298-61502, NOP-1198-12590, ALB-0499-50762, BRX-0299-10347, PHO-0499-60392] "-1 Staff Entry". On the client, staff assignment changes will be validated against file 200 before a save action is allowed to continue; this will prevent the filing of "-1" pointers in the Practitioner field (.03) of the Team Position History file (404.52). On the staff assignment form, to avoid date conflicts, activation date will default to today's date and inactivations will default to yesterday's date (if the assignment was not activated today). The server API that determines current practitioner has been altered to return the latest assignment when there is a date conflict. This will result in fewer 'No Current Staff Member' displays on the Team Position Setup form. 2. BRX-1298-12322 NULLSUBSCR WHEN MULTIPLY ASSIGNING PATIENT 3. PUG-0799-52997 UNDEFINED - TPDIS+45~SCMCMU2:1 4. ALB-0799-52697 PCMM GUI NOT SAVING PROVIDE PRIMARY CARE 5. TOP-0198-40107 NUMEROUS PROBLEMS WITH PCMM. An allocation problem has been corrected by changing a local array to a global array. 6. [NTH-0998-71441, NTH-0398-70670, NTH-1297-70652, LEX-0598-40066] The Team Information display has been reworked. Please see the Outputs and Display Revisions section above. 7. DUR-1198-30945 PC TEAM POSITION SETUP, SETTINGS. Unnecessary prompts to save information have been removed. Associated Patches: =================== The following VISTA packages anticipate a future release of a patch to use the preceptor information: 1. CPRS ===> OR*3*65 2. PCE ===> PX*1.0*78 File Changes: ============= 403.43 SCHEDULING EVENT. Add entry. An entry is added to support preceptor assignment activity. 403.44 SCHEDULING REASON. Add entries. Entries are added to support preceptor assignment activity. 404.41 OUTPATIENT PROFILE Partial DD: subDD: 404.41 fld: 202 fld: 205 404.44 PCMM PARAMETER. New. 404.45 PCMM SERVER PATCH. New. 404.46 PCMM CLIENT PATCH. New. 404.48 PCMM HL7 EVENT. New. 404.49 PCMM HL7 ID. New. 404.52 POSITION ASSIGNMENT HISTORY. Modified. #.01 A trigger is added to populate .07 and .08 fields. #.07 USER ENTERING: New. Pointer (200). DESCRIPTION: The person responsible for the entry. #.08 DATE/TIME ENTERED: New. Date/Time. DESCRIPTION: The time the entry was created. 404.53 PRECEPTOR ASSIGNMENT HISTORY. New. 404.57 TEAM POSITION. Modified. #.1 *PRECEPTOR POSITION: Changed. Starred for deletion. #2.05 PRECEPTOR DEATH MESSAGE: New. Yes/No. DESCRIPTION: A yes entry triggers a mail message on a death entry for the preceptor of this position. #2.06 PRECEPTOR INPATIENT MESSAGE: New. Yes/No. DESCRIPTION: A yes entry triggers a mail message on inpatient activity for the preceptor of this position. #2.07 PRECEPTOR TEAM MESSAGE: New. Yes/No. DESCRIPTION: A yes entry triggers a mail message on team activity for the preceptor of this position. #2.08 PRECEPTOR CONSULT MESSAGE: New. Yes/No. DESCRIPTION: A yes entry triggers a mail message on consult activity for the preceptor of this position. #202 FUTURE # OF PC PATIENTS: New. Computed. DESCRIPTION: The number of current AND future PC assignments to this team position. #203 FUTURE # OF PATIENTS: New. Computed. DESCRIPTION: The number of current AND future assignments to this team position. #305 CURRENT PRECEPTOR POSITION: New. Computed. DESCRIPTION: Returns current preceptor position. Replaces .1 field. #306 CURRENT PRECEPTOR: New. Computed. DESCRIPTION: Returns staff assigned to preceptor position. #307 ACTIVE PRECEPTS: New. Computed. DESCRIPTION: Returns if preceptor position has current or future precepted positions assigned. #400 ALLOW PRECEPTED CHANGE: New. Computed. DESCRIPTION: Determines if a patient assignment has been made after the date a position became precepted. A 'NO' return flags the GUI to always require an active preceptor assignment and disables the 'can provide primary care' and 'can act as preceptor' controls. #401 ALLOW PRECEPTOR CHANGE: New. Computed. DESCRIPTION: Determines if a preceptor assignment has been made after the date a position became preceptor. A 'NO' return flags the GUI to always require an active staff assignment and disables the 'can provide primary care' and 'can act as preceptor' controls. 409.92 ACRP REPORT TEMPLATE PARAMETER. Modified. Routine Checksums ================= 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 ============ ============ =========== ========== SCAPMC 6857758 7956411 41,177 SCAPMC21 5281594 5142284 41,148,177 SCAPMC24 3741743 3977217 41,148,177 SCAPMC25 4477025 5524623 41,177 SCAPMC3 2653336 2770454 41,177 SCAPMC33 N/A 3527086 177 SCAPMC34 N/A 3511312 177 SCAPMC8 4379039 5350655 41,177 SCAPMC8A N/A 2365501 177 SCAPMC8C N/A 4362775 177 SCAPMC8P N/A 4281646 177 SCAPMCA N/A 1947176 177 SCAPMCA1 N/A 6363899 177 SCAPMCU1 6781359 8220234 41,45,48,177 SCAPMCU2 7201711 8613214 41,177 SCAPMCU3 3394109 4970759 41,45,177 SCAPMCU5 N/A 3360719 177 SCMCBK 7408285 6802845 41,51,148,157 177 SCMCBK5 2325438 2432956 148,177 SCMCBK6 1555967 1832960 148,177 SCMCBK7 3399449 3338017 148,177 SCMCBK8 4278210 4560566 148,177 SCMCCV3 6497864 6492408 195,177 SCMCDD 12778341 12827432 41,51,177 SCMCGU 1204651 1372019 195,177 SCMCHL N/A 3499315 177 SCMCHLB N/A 2682646 177 SCMCHLB1 N/A 3642671 177 SCMCHLB2 N/A 2546291 177 SCMCHLE N/A 1655433 177 SCMCHLG N/A 2380461 177 SCMCHLM N/A 2193938 177 SCMCHLR N/A 4489109 177 SCMCHLS N/A 1380175 177 SCMCHLX N/A 1291785 177 SCMCHLX1 N/A 2276272 177 SCMCHLZ N/A 2120667 177 SCMCLK N/A 6643624 177 SCMCMM 1318327 1545875 41,177 SCMCMU2 13709944 13709948 148,177 SCMCQK 6083157 6148118 148,177 SCMCQK1 12166811 12130808 148,177 SCMCTMM 9675406 9780103 41,45,87,100,130 177 SCMCTPU4 6696171 6605851 148,177 SCMCU1 819873 812453 41,177 SCMCUT N/A 3869854 177 SCRPBK1 4907035 4999190 41,177 SCRPEC 4888747 4951439 41,140,174,177 SCRPEC2 6683293 7757888 41,140,174,177 SCRPEC3 4007435 5091953 41,48,52,177 SCRPITP 4144858 4771270 41,52,177 SCRPITP2 5337807 6519044 41,177 SCRPMPSP 10947655 11004913 148,157,169,177 SCRPO N/A 9013648 177 SCRPO1 N/A 15269249 177 SCRPO2 N/A 14407873 177 SCRPO3 N/A 14691019 177 SCRPO4 N/A 7296135 177 SCRPO5 N/A 7236817 177 SCRPO6 N/A 12525471 177 SCRPO7 N/A 11997428 177 SCRPPAT 6947612 10278931 41,52,177 SCRPPAT2 8172506 8798204 41,48,174,181 177 SCRPPAT3 7317322 8025045 41,52,148,174 181,177 SCRPRAC 3717903 2883175 41,52,177 SCRPRAC2 3626396 5994526 41,177 SCRPSLT 4875040 5540131 41,52,177 SCRPSLT2 4889295 7870988 41,174,177 SCRPTA 6873963 6144666 41,48,52,114,174 181,177 [B SCRPTA2 6451681 7729402 41,88,140,148 174,181,177 SCRPTM 6336968 7188793 41,48,52,181,177 SCRPTM2 5183085 6472376 41,140,177 SCRPTP 5920383 6478803 41,48,174,177 SCRPTP2 7016274 7531793 41,53,52,174,177 SCRPTP3 6390783 6767820 41,48,98,177 SCRPU3 5800911 5974611 41,45,52,140,181 177 SCRPU4 1228733 189028 41,177 SCRPV1 N/A 6104082 177 SCRPV1A N/A 8820855 177 SCRPV1B N/A 7490878 177 SCRPV1B1 N/A 12907171 177 SCRPW25 27373533 28714128 144,177 SCUTBK11 6362605 7036633 41,54,86,148,177 SCUTBK3 2029958 3151906 41,51,177 SD53P177 N/A 4464040 177 SDAL 7212199 7641091 37,46,106,171 177 SDAL0 14046778 14119646 28,37,106,149 171,177 SDAM 3465080 3995198 149,177 SDPPALL 6524499 5759518 6,41,177 SDPPTEM 6500287 8547137 41,177 SDUTL3 1449734 1664797 30,39,41,148,177 ======================= Installation Activities ======================= These changes are not being distributed through the national patch module. A set of files will be available from the appropriate CIO field office 'ANONYMOUS.SOFTWARE' directory. Sites are encouraged to utilize FTP to obtain these files. The following addresses will contain the files: Hines 152.129.1.110 Albany 152.127.1.5 Salt Lake City 152.131.2.1 These files include a host file (.KID) for the PCMM server code, an executable file (.EXE) for the PCMM client code and the various (.PDF) files for the corresponding documentation. SD_53_177.KID;1 - This file contains the KIDS build for the server. SD_53_177.EXE - This file contains the InstallShield build for the client. SD_53_177SCHUM.PDF - PIMS Scheduling User Manual Changed Pages SD_53_177SCHTM.PDF - PIMS Technical Manual Changed Pages SD_53_177RP.PDF - Replacement Page List SD_53_177IGRN.PDF - PCMM Install Guide/Release Notes The .PDF files can be read on a PC using the Adobe Acrobat Reader browser program. The .PDF and .EXE files are binary files, while the .KID file is ASCII, so you must make sure when using the file transfer protocol, to enter the appropriate command for binary or ASCII file transfer. An installation document is being provided to instruct the IRM personnel on the steps to install PCMM. This includes both the client and server sides of the application. It is imperative that this document is reviewed before an attempt is made to install this software. The total size of SD_53_177.EXE is 1683 KB. This file will load the following files onto each workstation: 1. PCMM.EXE 1369 KB 2. PCMM.HLP 115 KB 3. RESIZER.DLL 559 KB 4. RESIZABLECONTROL.DLL 130 KB Routine Information: ==================== Routine Name: - SCMCCV3 Routine Checksum: Routine Name: - SCMCU1 Routine Checksum: Routine Name: - SCRPEC Routine Checksum: Routine Name: - SCRPEC2 Routine Checksum: Routine Name: - SCRPEC3 Routine Checksum: Routine Name: - SCRPITP Routine Checksum: Routine Name: - SCRPITP2 Routine Checksum: Routine Name: - SCRPPAT Routine Checksum: Routine Name: - SCRPPAT2 Routine Checksum: Routine Name: - SCRPPAT3 Routine Checksum: Routine Name: - SCRPSLT Routine Checksum: Routine Name: - SCRPSLT2 Routine Checksum: Routine Name: - SCRPTA Routine Checksum: Routine Name: - SCRPTA2 Routine Checksum: Routine Name: - SCRPTM Routine Checksum: Routine Name: - SCRPTM2 Routine Checksum: Routine Name: - SCRPTP Routine Checksum: Routine Name: - SCRPTP2 Routine Checksum: Routine Name: - SCRPTP3 Routine Checksum: Routine Name: - SCRPU3 Routine Checksum: Routine Name: - SCRPU4 Routine Checksum: Routine Name: - SCRPW25 Routine Checksum: Routine Name: - SDAL Routine Checksum: Routine Name: - SDAL0 Routine Checksum: Routine Name: - SDAM Routine Checksum: Routine Name: - SDPPALL Routine Checksum: Routine Name: - SDPPTEM Routine Checksum: Routine Name: - SD53P177 Routine Checksum: Routine Name: - SCAPMC23 Routine Checksum: Routine Name: - SCAPMC24 Routine Checksum: Routine Name: - SCAPMCA Routine Checksum: Routine Name: - SCAPMCA1 Routine Checksum: Routine Name: - SCAPMCU2 Routine Checksum: Routine Name: - SCAPMCU3 Routine Checksum: Routine Name: - SDUTL3 Routine Checksum: Routine Name: - SCAPMC Routine Checksum: Routine Name: - SCAPMC21 Routine Checksum: Routine Name: - SCAPMC25 Routine Checksum: Routine Name: - SCAPMC3 Routine Checksum: Routine Name: - SCAPMC33 Routine Checksum: Routine Name: - SCAPMC34 Routine Checksum: Routine Name: - SCAPMC8 Routine Checksum: Routine Name: - SCAPMC8A Routine Checksum: Routine Name: - SCAPMC8C Routine Checksum: Routine Name: - SCAPMC8P Routine Checksum: Routine Name: - SCAPMCU1 Routine Checksum: Routine Name: - SCAPMCU5 Routine Checksum: Routine Name: - SCMCBK Routine Checksum: Routine Name: - SCMCBK5 Routine Checksum: Routine Name: - SCMCBK6 Routine Checksum: Routine Name: - SCMCBK7 Routine Checksum: Routine Name: - SCMCBK8 Routine Checksum: Routine Name: - SCMCDD Routine Checksum: Routine Name: - SCMCGU Routine Checksum: Routine Name: - SCMCHL Routine Checksum: Routine Name: - SCMCHLB Routine Checksum: Routine Name: - SCMCHLB1 Routine Checksum: Routine Name: - SCMCHLB2 Routine Checksum: Routine Name: - SCMCHLE Routine Checksum: Routine Name: - SCMCHLG Routine Checksum: Routine Name: - SCMCHLM Routine Checksum: Routine Name: - SCMCHLR Routine Checksum: Routine Name: - SCMCHLS Routine Checksum: Routine Name: - SCMCHLX Routine Checksum: Routine Name: - SCMCHLX1 Routine Checksum: Routine Name: - SCMCHLZ Routine Checksum: Routine Name: - SCMCLK Routine Checksum: Routine Name: - SCMCMM Routine Checksum: Routine Name: - SCMCMU2 Routine Checksum: Routine Name: - SCMCQK Routine Checksum: Routine Name: - SCMCQK1 Routine Checksum: Routine Name: - SCMCTMM Routine Checksum: Routine Name: - SCMCUT Routine Checksum: Routine Name: - SCRPBK1 Routine Checksum: Routine Name: - SCRPMPSP Routine Checksum: Routine Name: - SCRPO Routine Checksum: Routine Name: - SCRPO1 Routine Checksum: Routine Name: - SCRPO2 Routine Checksum: Routine Name: - SCRPO3 Routine Checksum: Routine Name: - SCRPO4 Routine Checksum: Routine Name: - SCRPO5 Routine Checksum: Routine Name: - SCRPO6 Routine Checksum: Routine Name: - SCRPO7 Routine Checksum: Routine Name: - SCRPRAC Routine Checksum: Routine Name: - SCRPRAC2 Routine Checksum: Routine Name: - SCRPV1 Routine Checksum: Routine Name: - SCRPV1A Routine Checksum: Routine Name: - SCRPV1B Routine Checksum: Routine Name: - SCRPV1B1 Routine Checksum: Routine Name: - SCUTBK11 Routine Checksum: Routine Name: - SCUTBK3 Routine Checksum: ============================================================================= User Information: Entered By : URBANSKI,JOSEPH Date Entered : FEB 02, 1999 Completed By: FLEGEL,CHRIS M Date Completed: SEP 28, 1999 Released By : WHELAN,ROBERT E Date Released : SEP 28, 1999 ============================================================================= Packman Mail Message: ===================== No routines included