$TXT Created by WOLF,ED at MNTVBB.FO-ALBANY.MED.VA.GOV (KIDS) on Monday, 03/09/09 at 15:11 ============================================================================= Run Date: AUG 11, 2009 Designation: SD*5.3*538 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #454 Status: Released Compliance Date: SEP 11, 2009 ============================================================================= Associated patches: (v)SD*5.3*446 <<= must be installed BEFORE `SD*5.3*538' (v)SD*5.3*478 <<= must be installed BEFORE `SD*5.3*538' (v)SD*5.3*524 <<= must be installed BEFORE `SD*5.3*538' Subject: ELECTRONIC WAIT LIST FIXES Category: - Routine Description: ============ This patch addresses several Electronic Wait List (EWL) related issues: - Correcting functionality of Disposition of open EWL entries with matching appointments and update the related documentation. - Corrects printing issues for 30, Over 30, Over 120 Day Report [SD WAIT LIST 30>30>120 REPORT] option. - Corrects total issues for 30, Over 30, Over 120 Day Report [SD WAIT LIST 30>30>120 REPORT] option. - Correct messaging for wait list patients when cancelling appointments. ASSOCIATED NSR(S): ================== N/A ASSOCIATED REMEDY TICKETS: ========================== 1)HD0000000279957- make appointment violate requirement to allow up-arrow? 2)HD0000000238767- 30, Over 30, Over 120 Day Report problem? bdj 3)HD0000000268162- Need some assistance with report 30, Over 30, Over 120 Day Report 4)HD0000000231413- Patients on Wait List Duplicates: HD0000000244342 - Where's the person on the wait list? bdj HD0000000282184 - Waitlist Error PARTICIPATING TEST SITES: ========================= Muskogee, OK North California HCS North Texas REMEDY OVERVIEW: ================ 1) HD0000000279957 - make appointment violate requirement to allow up-arrow? Problem: ======== The main problem is that the feature that matches an EWL entry to the appointment in Appointment Management [SDAM APPT MGT] option forces the user to enter a Non Removal Reason if the user does not want to disposition (close) that matched entry. Therefore, the EWL Entry can never be closed during this process because an EWL entry with a Non Removal Reason is not displayed again. The related documentation that describes this functionality is contained in the "Important Concepts" section of the EWL User Manual and is titled: "Disposition of Matching Appointments". Both the title and the technical explanation contained in this section are incorrect. Solution: ========= When a list of available open EWL entries is displayed, an appointment already exists and it makes sense to close the related EWL entry if applicable, or to enter the DO NOT REMOVE REASON field (#18) of the SD WAIT LIST file (#409.3). a. When open EWL entries are displayed for possible closing, entries with Non Removal Reasons are included. A Do Not Remove Reason can be entered, or an existing one left in place, unless the user decides to close that entry. b. The ^ key is no longer allowed, instead the key will be used to indicate the user's intention not to close a matched entry. c. During appointment entry and during the check out process all open EWL entries will be displayed for possible closing, including those that already have the Do Not Remove Reason entered. d. The EWL User Manual will be revised to change the title "Disposition of Matching Appointments" to "Disposition of Matching EWL Entries", and correct its description. 2) HD0000000238767 - 30, Over 30, Over 120 Day Report problem? bdj Problem: ======== The 30, Over 30, Over 120 Day Report [SD WAIT LIST 30>30>120 REPORT] does not print when it is queued to a virtual device such as P-MESSAGE or the spooler. It was identified that the tasked print job does not find the temporary global created by an original driver, especially if queued jobs are in cluster. Depending on the particular configuration, this report sometimes works and sometimes does not. Solution: ========= The SDWLR31 routine that handles this report will be modified to allow printing as desired. Technical: ========== Routine SDWLR31 will pass a local array instead of relying on the existence of a temporary global created by an initial driver, which may not be recognized by the tasked job. 3) HD0000000268162 - Need some assistance with report 30, Over 30, Over 120 Day Report Problem: ======== The numbers associated with the report for different divisions appear much higher than what is actually open. The report prompts for open wait list entries only, and if the user enters 'yes', both open and closed entries are printed. A FileMan report from the SD WAIT LIST file (#409.3) generates numbers that match the related open EWL entry as expected. Solution: ========= Code to generate a summary of reported EWL entries in routine SDWLR31 was modified to calculate and to display correct numbers. 4) HD0000000231413 - Patients on Wait List Problem: ======== At the end of the cancellation process using the CA Cancel Appointment action under the Appointment Management [SDAM APPT MGT] option, a message displays if the patient has open entries on the Wait List in the related clinic. Occasionally that message displays incorrectly if there are only closed EWL entries for the processed patient. The existing code is searching for all EWL entries instead of only looking for open ones. The Message text: 'There are Patients on the Wait List waiting for an Appointment in the ' CLINICNAME is incorrectly worded because "Patients"should be singular and the same patient might have one or more EWL entries for a clinic in which a scheduled appointment was canceled. Solution: ========= Code in routine SDAMC was corrected to verify that at least one open EWL created for the clinic where a scheduled appointment was canceled exists for the processed patient, and only then will the related message be displayed. The message wording was corrected to: 'There are Wait List entries waiting for an Appointment for this patient in' CLINICNAME. DOCUMENTATION RETRIEVAL: ======================== The manual that have changed with this patch are as follows: Electronic Wait List (EWL) for Scheduling and Primary Care Management Module (PCMM) - User Manual The updated manual will be posted to the VistA Documentation Library (VDL)immediately after the release of the patch. Sites may retrieve the updated documentation directly using FTP from the ANONYMOUS.SOFTWARE directory at the following OI Field Offices: Albany: ftp.fo-albany.med.va.gov Hines: ftp.fo-hines.med.va.gov Salt Lake City: ftp.fo-slc.med.va.gov The following documentation will be available: File Name Description --------- ----------- sd_53_p538_um.pdf Electronic Wait List (EWL) for Scheduling and Primary Care Management Module (PCMM) - User Manual * Note: Use Binary mode when transferring the .PDF file. The .PDF files can be read on a PC using the Adobe Acrobat Reader program. INSTALLATION INSTRUCTIONS: ========================== Users can be on the system during the installation of this patch. Installation should take less than 5 minutes. Because some heavily-used Scheduling options will be out of order during the install, it is recommended that installation be done in off-peak hours. 1. LOAD TRANSPORT GLOBAL --------------------- Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 2. START UP KIDS [XPD MAIN] Edits and Distribution ... Utilities ... Installation ... Select Kernel Installation & Distribution System Option: INStallation --- 1 Load a Distribution 2 Verify Checksums in Transport Global 3 Print Transport Global 4 Compare Transport Global to Current System 5 Backup a Transport Global 6 Install Package(s) Restart Install of Package(s) Unload a Distribution 3. From this menu, you may elect to use the following options (when prompted for INSTALL NAME, enter SD*5.3*538): 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 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 ensure the integrity of the routines that are in the transport global. d. Print Transport Global - This option will allow you to view the components of the KIDS build. 4. Use the Install Package(s) option and select the package SD*5.3*538. a. When prompted "Want KIDS to INHIBIT LOGONS during the install? NO//" respond NO. b. When prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//" respond YES. 1) When prompted "Enter options you wish to mark as "Out of Order":" enter the following option: Appointment Management [SDAM APPT MGT] Make Appointment [SDM] 30,Over 30,Over 120 Day Report [SD WAIT LIST 30>30>120 REPORT] 2) When prompted "Enter protocols you wish to mark as "Out of Order":" enter 'YES'. Enter the following protocols to be disabled: Appointment Event Driver [SDAM APPOINTMENT EVENTS] Cancel Appointment [SDAM APPT CANCEL] Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 5 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDAMC Before: B12821748 After: B14033006 **20,28,32,46,263,414,444,478,538** Routine Name: SDCO1 Before: B29753601 After: B29919726 **27,132,149,193,250,296,446,538** Routine Name: SDWLEVAL Before: B62921958 After: B67364673 **327,471,446,538** Routine Name: SDWLPL Before: B36034628 After: B39152733 **327,394,417,446,538** Routine Name: SDWLR31 Before: B17924948 After: B18724335 **524,538** Routine list of preceding patches: 446, 478, 524 ============================================================================= User Information: Entered By : WOLF,ED Date Entered : JUN 19, 2008 Completed By: SESSLER,APRIL Date Completed: JUL 15, 2009 Released By : HEUER,CINDY Date Released : AUG 11, 2009 ============================================================================= Packman Mail Message: ===================== $END TXT