$TXT Created by OWEN,STEVEN W at DEVFEX.FO-ALBANY.MED.VA.GOV (KIDS) on Thursday, 10/05/06 at 10:58 ============================================================================= Run Date: DEC 11, 2006 Designation: SD*5.3*297 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #399 Status: Released Compliance Date: JAN 11, 2007 ============================================================================= Associated patches: (v)SD*5.3*272 <<= must be installed BEFORE `SD*5.3*297' Subject: PCMM UNASSIGN INACTIVE PATIENTS AND PRIMARY CARE PROVIDERS Category: - Routine - Enhancement (Mandatory) - Print Template - Sort Template - Data Dictionary Description: ============ Associated REMEDY: 63072,63079,63091,63093,63094,63095,63096,63098,63099,63102,63103, 63105,63109,63111,63118,63144,63149,63153,63174,63179,63180, 63187,63189,63191,63197,63202,63218,63227,63232,63233,63267,63273, 63316,63347,63350,63364,63368,63375,63378,63379,63383,63397,63418, 63436,63437,63444,63460,63465,63466,63484,63485,63491,63499,63501, 63510,63511,63512,63515,63525,63539,63557,63565,63581,63596,63617, 63630,63637,63669,63722,63728,63729,63753,63761,63770,63775,63779, 63795,63799,63801,63835,63850,63857,63894,63961,63971,64028,64048, 64114,64133,64136,64674,64715,64734,94339,94992,101213,101547, 103534,105325,108657,110254,128143,129387,134487,135417,138229, 142333,143170,144625,152161 Associated E3Rs: Test Sites: Portland, OR Milwaukee, WI El Paso, TX Puget Sound, WA 1. This patch will enforce business rules in PCMM and inactivate patient and provider PCMM assignments if they are no longer active based on the business rules. PCMM patients are given scheduled inactivation dates if their Primary Care team assignment is 11 months old and they have not been seen in those last 11 months by a provider assigned to the Primary Care Provider (PCP) or Associate Primary Care Provider (AP) positions assigned to the patient on their Primary Care Team. (This timeframe may change if there have been changes to the provider assignment to the position during this period). After 30 days, these patients will be inactivated from their team and position assignment if they still have not been seen. Similarly, PCMM patients that have been assigned a Primary Care Team position for 12 months or longer and have not been seen within the last 23 months by a provider assigned to the PCP or AP positions assigned to the patient on that team, will also be given scheduled inactivation dates. (This timeframe may change if there have been changes to the provider assignment to the position during this period). After 30 days, these patients will also be inactivated from their team and position assignment if they still have not been seen. PCMM patients that have been identified for inactivation may have one 60 day extension on an individual basis. Providers that have a designated Person Class indication that is not consistent with their PCMM Team position role will be scheduled for inactivation 6 months after installation of SD*5.3*297. Reports based on the automatic inactivation of patients and providers according to the above rules will be available via the VistA text-based interface. 2. This patch also includes a modification to provide screening of staff who have been selected as Primary Care Providers (PCPs) or Associate Primary Care Providers (AP's) to assure that only physicians, nurse practitioners, physician assistants, and residents/interns (physicians) are designated as PCPs and AP's in PCMM. This includes a limitation so that only physicians, nurse practitioners, or physician assistants may be designated as PCPs. 3. A post installation routine will review existing PCMM 608M errors (Invalid Area of Specialization) and mark them for retransmission to the Austin Automation Center (AAC). These records will be corrected for erroneously sending inactive providers' information on the Provider Workload transmission prior to this patch. Pre Installation A pre installation routine will run to clean up Standard Position data. Post Installation The Team Position Associated Clinic field has been changed to a multiple. The post-init routine will populate this multiple with the current entry. File Changes. The following new fields have been added to the files, as shown below: PATIENT TEAM POSITION ASSIGNMENT (#404.43) EXTEND AUTOMATIC INACTIVATION (#.13) EXTENSION COMMENT (#.14) DATE FLAGGED FOR INACTIVATION (#.15) EXTENDED BY (#.16) SCHEDULED INACTIVATION DATE (#.159) DATE DISINACTIVATED (#.17) STANDARD POSITION (#403.46) (This file comes with data) ALLOWED TO BE PRIMARY CARE (#.03) PERSON CLASS (#2) multiple PCMM PARAMETER (#404.44) SHORT INTERVAL EXPIRATION DATE (#18) PC STAFF AUTO INACTIVATE DATE (#19) TEAM AUTO INACTIVATE (#20) POSITION ASSIGNMENT HISTORY (#404.52) DATE FLAGGED FOR INACTIVATION (#.091) INACTIVATED AUTOMATICALLY (#.11) TEAM POSITION (#404.57) AUTOMATIC INACTIVATION MESSAGE (#2.09) PRECEPTOR INACTIVATION MESSAGE (#2.1) ASSOCIATED CLINICS (#5) (multiple) STAFF/POS INCONSISTENT REASON (#402) Print Templates Exported with Build SCMC DIRECT PC FTEE FILE #404.52 SCMC PENDING UNASSIGN FILE #404.43 SCMC EXTENDED FILE #404.43 SC PROVIDER FLAGGED FILE #404.52 SCMC INACTIVATED FILE #404.43 SC BULLETIN FILE #404.43 SCMC DIRECT PC FTEE 1 CLN FILE #404.52 SC INACTIVATED FILE 404.52 SCMC PENDING UNASSIGN PAT FILE #404.43 SCMC INCONSISTENT FILE #404.57 Sort Templates Exported with Build SCMC DIRECT PC FTEE FILE #404.52 SCMC INCONSISTENT FILE #404.57 SCMC PENDING UNASSIGN FILE #404.43 SCMC FLAGGED FILE #404.43 SCMC EXTENDED FILE #404.43 SCMC INACTIVATION SORT FILE #404.43 SCMC INACTIVATED FILE #404.43 SC PROVIDER FLAGGED FILE #404.52 SCMC EXTENDED BY CLINIC FILE #404.43 SCMC EXTENDED BY TEAM FILE #404.43 SCMC INACTIVATION BY CLINIC FILE #404.43 SCMC INACTIVATION BY TEAM FILE #404.43 SCMC FLAGGED BY TEAM FILE #404.43 SCMC FLAGGED BY CLINIC FILE #404.43 SCMC PROVIDER INACTIVATED FILE #404.52 SCMC EXTENDED BULLETIN FILE #404.43 SC PROVIDER FLAGGED BULLE FILE #404.52 SCMC FLAGGED BULLETIN FILE #404.43 SC INACTIVATED FILE #404.52 Bulletin Exported with Build SCMC PROVIDER INACTIVATION Mail Group Exported with Build PCMM PATIENT/PROVIDER INACTIVATION Protocol Exported with Build SC PC PATIENT ASSIGN/UNASSIGN New and Modified Options Exported with Build SCMC INCONSISTENT POSITION Staff/Position Inconsistency Report SCMC ROOT MENU Primary Care Main Menu SCMC PCMM INACTIVE REPORT Patients Flagged for Inactivation from PC Panels SCMC RETRANSMIT Retransmit one Patient or Provider SCMC INACTIVATED REPORT Patients Automated Inactivations from PC Panels SCMC FLAGGED Patients Scheduled for Inactivation from PC Panels SCMC EXTENDED REPORT Patients with Extended Primary Care Inactivation SCMC PRACTITIONER FLAGGED Staff Sched for Inactivation SCMC INACTIVATED 30 Patients Inactivated from PCP Panels in past month SCMC PC STAFF AUTO INACTIVATE Staff Inactivated Report SCMC PCMM MAIN MENU PCMM Main Menu SCMC PCMM PT RPTS MENU Patient PC Reports Menu SCMC PCMM PROVIDER RPTS MENU PROVIDER/POSITION REPORTS AND OPTIONS SCMC PCMM TEAM REPORTS MENU TEAM REPORTS AND OPTIONS SCMC PCMM REPORTS MENU PATIENT REPORTS AND OPTIONS SCMC PCMM EWL MENU EWL Wait List (Sch/PCMM) Menu SCMC HL7 MENU PCMM HL7 AND MAINTENANCE MENU Remote Procedures Exported with Build SCMC PCMM CHECK FTEE SC EXTEND BUILD LIST SC EXTEND FILE LIST SCMC FILE INACTIVATION END SC FILE ASSOCIATE CLINICS SC GET ASSOCIATE CLINICS SC CHECK FOR ENROLLMENT SC POSITION RESIDENT ROLE SCMC POSITION PC CHECK SCMC ROLE 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 ============ ============ =========== ========== SCAPMC25 5524623 5728601 41,177,297 SCAPMC3 2770454 2770454 41,177,297 SCMCBK1 10066709 10238784 41,51,210,297 SCMCCV5 4069844 4078170 204,297 SCMCDDA 1145492 1144500 204,297 SCMCHLP 6730391 8266566 272,297 SCMCHLR2 5690282 5763991 210,272,297 SCMCHLR9 7031886 7476167 210,284,297 SCMCPR1 2025212 1909153 41,45,264,297 SCMCQK 6148118 7170926 148,177,297 SCMCQK1 16388505 16894124 148,177,231,264 436,297 SCMCQK2 N/A 13428443 297 SCMCTSK 7759745 9560471 264,278,272,297 SCMCTSK1 N/A 16234857 297 SCMCTSK2 N/A 19051563 297 SCMCTSK3 N/A 18050413 297 SCMCTSK4 N/A 26817183 297 SCMCTSK5 N/A 25338281 297 SCMCTSK6 N/A 16858169 297 SCMCTSK7 N/A 20360728 297 SCMCTSK8 N/A 37381219 297 SCMCTSK9 N/A 15209500 297 SCMCWAIT 4971402 5175654 264,297 SCRPO 9013648 9459323 177,297 SCRPO6 12525471 12754321 177,297 SCRPPAT 10278931 11397902 41,52,177,297 SCRPPAT2 8912869 9270001 41,48,174,181 177,231,433,297 SCRPPAT3 8025045 9309546 41,52,148,174,181 177,297 SCRPU2 5281970 5394426 41,174,297 SCUTBK1 1173754 1194120 4,297 SCUTBK10 2134517 2175257 41,264,297 SCUTBK11 5863202 6086685 41,54,86,148,177 205,209,255,297 SD53P297 N/A N/A 297 SDPPTEM 8547137 8547137 41,177,297 Installation Instructions: ========================== 1. This patch may be installed during normal duty hours. Installation will take less than 5 minutes. Users may remain on the system. 2. Use the 'INSTALL/CHECK MESSAGE' option on the PackMan menu. 3. From the Kernel Installation and Distribution System (KIDS) menu, select the Installation menu. 4. From this menu, you may elect to use the following options: Verify Checksums in Transport Global Print Transport Global Compare Transport Global to Current System Backup a Transport Global Install Package(s) (When prompted for INSTALL NAME enter SD*5.3*297) 5. On the KIDS menu, under the 'Installation' menu, use the following option: Select Installation Option: Install Package(s) Select INSTALL NAME: SD*5.3*297 ========== 6. Add a coordinator for the new MailGroup PCMM PATIENT/PROVIDER INACTIVE 7. Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES// NO 8. Want KIDS to INHIBIT LOGONs during the install? YES// NO 9. Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES// YES 10. Enter options you wish to mark as 'Out Of Order' Disable the following options during installation SCMC PCMM HL7 TRANSMIT PCMM HL7 Transmission SCMC PATIENT ASSIGN/UNASSIGN Team/Position Assignment/Re-Assignment SCMC PCMM GUI WORKSTATION PCMM GUI WORKSTATION 11. Enter protocols you wish to mark as 'Out Of Order': Press Return Delay Install (Minutes): (0-60): 0// 12. A post-initialization routine will be queued that will flag current inactive PCMM patients for future unassignment. 13. Option SCMC PCMM NIGHTLY TASK must be scheduled to run each day. It requires that the NULL device be used. Edit Option Schedule Option Name: SCMC PCMM NIGHTLY TASK Menu Text: PCMM NIGHTLY TASK TASK ID: 62041 __________________________________________________________________________ QUEUED TO RUN AT WHAT TIME: FEB 9,2004@23:30 DEVICE FOR QUEUED JOB OUTPUT: NULL;P-OTHER;132;64 QUEUED TO RUN ON VOLUME SET: RESCHEDULING FREQUENCY: 1D TASK PARAMETERS: SPECIAL QUEUEING: Startup Persistent 14. The following software file is exported as part of this patch: File Name Contents Retrieval Format --------- -------- ---------------- SD_53_P297.ZIP File(s) indented below BINARY - PCMM.EXE PCMM Executable SD_53_P297_UM.PDF Updated User Manual BINARY SD_53_P297_RN.PDF Release Notes BINARY The file listed above may be obtained via FTP. The preferred method is to FTP the files from: download.vista.med.va.gov This transmits the files from the first available FTP server. Sites may also elect to retrieve software directly from a specific server as follows: CIO FIELD OFFICE FTP ADDRESS DIRECTORY ---------------- ------------------------- -------------------- Albany ftp.fo-albany.med.va.gov [anonymous.software] Hines ftp.fo-hines.med.va.gov [anonymous.software] Salt Lake City ftp.fo-slc.med.va.gov [anonymous.software] PCMM.EXE will replace the existing PCMM.EXE which is usually found in the Program File/VISTA/PCMM directory of the client workstation. Workstations without an existing PCMM GUI application installed should first download and run SD_53_P204.EXE to install the previous version of PCMM. Then the PCMM.EXE should be replaced with the new version. Routine Information: ==================== The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SCAPMC25 Before: B21749107 After: B22389432 **41,177,297** Routine Name: SCAPMC3 Before: n/a After: B10524382 **41,177,297** Routine Name: SCMCBK1 Before: B71079112 After: B72880659 **41,51,210,297** Routine Name: SCMCCV5 Before: B13082921 After: B13099731 **204,297** Routine Name: SCMCDDA Before: B2918971 After: B2917179 **204,297** Routine Name: SCMCHLP Before: B22705337 After: B27060859 **272,297** Routine Name: SCMCHLR2 Before: B21748718 After: B22203753 **210,272,297** Routine Name: SCMCHLR9 Before: B30678085 After: B32131385 **210,284,297** Routine Name: SCMCPR1 Before: B5800140 After: B5606708 **41,45,264,297** Routine Name: SCMCQK Before: B13287149 After: B16433135 **148,177,297** Routine Name: SCMCQK1 Before: B89435180 After: B91901955 **148,177,231,264,436,297** Routine Name: SCMCQK2 Before: n/a After: B56192341 **297** Routine Name: SCMCTSK Before: B26701850 After: B36414078 **264,278,272,297** Routine Name: SCMCTSK1 Before: n/a After: B77403484 **297** Routine Name: SCMCTSK2 Before: n/a After: B89984359 **297** Routine Name: SCMCTSK3 Before: n/a After: B78524925 **297** Routine Name: SCMCTSK4 Before: n/a After: B48354390 **297** Routine Name: SCMCTSK5 Before: n/a After: B83482396 **297** Routine Name: SCMCTSK6 Before: n/a After: B62522590 **297** Routine Name: SCMCTSK7 Before: n/a After: B31968404 **297** Routine Name: SCMCTSK8 Before: n/a After: B66850488 **297** Routine Name: SCMCTSK9 Before: n/a After: B28705844 **297** Routine Name: SCMCWAIT Before: B12216597 After: B13044802 **264,297** Routine Name: SCRPO Before: B53537149 After: B56300672 **177,297** Routine Name: SCRPO6 Before: B52931297 After: B54277580 **177,297** Routine Name: SCRPPAT Before: B49944496 After: B62259749 **41,52,177,297** Routine Name: SCRPPAT2 Before: B28106328 After: B29043068 **41,48,174,181,177,231,433,297** Routine Name: SCRPPAT3 Before: B27851309 After: B30801721 **41,52,148,174,181,177,297** Routine Name: SCRPU2 Before: B21971558 After: B22624198 **41,174,297** Routine Name: SCUTBK1 Before: B6329555 After: B6471871 **4,297** Routine Name: SCUTBK10 Before: B13713071 After: B14108218 **41,264,297** Routine Name: SCUTBK11 Before: B27718164 After: B28671391 **41,54,86,148,177,205,209,255,297** Routine Name: SD53P297 Before: n/a After: B12438133 **297** Routine Name: SDPPTEM Before: B45693063 After: B45405058 **41,177,297** ============================================================================= User Information: Entered By : SHER,JOEL Date Entered : APR 21, 2003 Completed By: TAPPER,BRIAN Date Completed: DEC 08, 2006 Released By : BENBOW,PHYLLIS O Date Released : DEC 11, 2006 ============================================================================= Packman Mail Message: ===================== $END TXT