$TXT Created by REESE,DARRYL at CHEY29.FO-BAYPINES.MED.VA.GOV (KIDS) on Wednesday, 03/31/10 at 11:38 ============================================================================= Run Date: SEP 26, 2011 Designation: SD*5.3*504 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #473 Status: Released Compliance Date: OCT 27, 2011 ============================================================================= Associated patches: (v)SD*5.3*532 <<= must be installed BEFORE `SD*5.3*504' Subject: PCMM GUI Enhancements Category: - Routine - Data Dictionary - Other - Print Template - Sort Template - Enhancement (Mandatory) Description: ============ This patch includes a new gui executable. This patch enhances PCMM (Patient Care Management Module) functionality and provides the following enhancements and major modifications: ***********************************NOTE*********************************** Patch SD*5.3*504 has a post-init routine that verifies the correct setup of OIF/OEF Teams and Roles within PCMM and will abort if the OIF/OEF Teams and Roles are not set up correctly. If the patch does abort, the PCMM Main Menu [SCMC PCMM MAIN MENU] remains OUT OF ORDER and IRM should run the Pre-Init routine PRE^SD53P504. Please review patch SD*5.3*515 for additional information on the OIF/OEF functionality and correct the set up of the teams and roles. The pre-init routine can be run as many times as needed until all issues with the Teams and Roles are resolved. Once the issues are resolved, patch SD*5.3*504 loading process can continue. ************************************************************************** 1. The Primary Care Team Position Setup screen was modified to display a "Patients" tab. The Patients tab displays a list of the patients assigned the current position selected, to include Patient Name, Social Security Number (SSN), Activation date, and total patients for the position. The user can search the patients by name and print the list of patients. 2. The Primary Care Team Position Setup screen was modified to show active/inactive team positions and display a column showing the Active/Inactive status. 3. The Primary Care Team Position Setup screen was modified to display the following items in addition to the position name: Role, Staff Name, PCP status, Preceptor status, Position status (Active or Inactive), and FTEE. 4. The Associated Clinics tab has been widened, so the entire name of the associated clinic is displayed and not cut off. 5. The Associated Clinics tab has been modified so that the clinic name remains on display after saving changes. 6. The Primary Care Team Position Setup screen was modified to conform more to standard windows interface conventions as well as look and feel. This screen was modified to have a central Save/Cancel button that's used to save all changes, regardless of which tab the user is working on. In addition several buttons have been replaced with tab screens to match existing tab screens. 7. The Primary Care Team Position Setup screen was modified to remain on the current tab when saving information. Previous versions always returned to the General tab after saving, causing the user to have to click back on the previous tab to continue entering information for that tab. 8. The Primary Care Team Position Setup screen was modified to keep the selected team position highlighted as the user navigates through tabs. 9. The History tab was modified to display the history of the highlighted entry without having to double-click on the entry to see the details. 10. The Primary Care Team Position Setup screen was modified to display a drop down list of team names of which the user can select from and change teams. This change allows the user to work on different teams without closing the team position setup screen. 11. The software was modified to allow the user to select multiple Font values for display. 12. The Primary Care Team Position Setup screen was modified to allow sorting of positions on the team by the following columns: a. Role b. Staff Name c. Primary Care Provider (PCP) d. Preceptor e. Status (Active/Inactive) f. FTEE 13. A Preceptors/Preceptees tab has been added to the Primary Care Team Position Setup screen to display the Preceptor for a position, or if the position is a Preceptor, it displays a list of Preceptees. 14. A feature has been added to the Preceptor tab of the Primary Care Team Position Setup screen that allows a user to reassign Preceptees to another Preceptor so that a particular Preceptor may be deactivated. 15. The Primary Care Team Position Setup screen was modified to allow a Preceptor position to be changed to a non-preceptor position, as long as the preceptor does not have preceptees assigned to him/her and no patients are assigned to that position. 16. The patient Team - Position Assignments screen was modified to prompt for a reason for un-assignment when un-assigning patients: (Note: automatic reasons are set by the system during automatic discharges and are not selectable by the user): a. Deceased (automatic) b. Patient Relocated c. Requested by Patient d. No Longer Needed e. Automatic Inactivation (automatic) f. PCP change 17. The software was modified so that it does not prompt "Do you want to enroll in a clinic?" throughout the software. 18. The Select Patient - Team Assignment screen was modified to allow the tagging (checkbox) that establishes Exception flags when a patient has multiple PCPs, in which the user will follow the Business Rules for allowing multiple PCPs when manually checking the box. 19. The patient Team - Position Assignments screen was modified to allow a patient to be assigned to more than one panel on the same day as long as the patient has been unassigned from all other primary care provider (PCP) panels on the same day. 20. The roll-n-scroll "Report of Patient Automated Inactivation From PC Panels" has been enhanced. This report will display patients that have been auto-inactivated. The report may be sorted by Date, Institution, Patient, Provider, Reason, Team or Team Position. Report columns will include Patient Name, SSN, Primary Care Team, Provider Team Position, Preceptor Team Position, Date Patient Unassigned, Reason Patient Unassigned. The report may be printed to a standard Windows printer. 21. The Remote Procedure Call (RPC) 'SCMC PCMM CHECK FTEE' has been edited to ensure the FTEE value passed in is a numeric format between .01 and 1, maximum of two decimal digits. If the passed FTEE value does not match this pattern, the RPC will return the value '99.1' to the PCMM GUI. 22. The issue with OIF/OEF (TRANSITION ASSISTANCE and CASE MANAGEMENT of OPERATION IRAQI FREEDOM and OPERATION ENDURING FREEDOM) entry in the TEAM PURPOSE file(#403.47), which is a pointer field TEAM PURPOSE(#.03) in the TEAM file (#404.51). The purpose of OIF/OEF destination in the Team Purpose file (#403.47) is to specify for OIF AND OEF transition assistance. There should be only one OIF/OEF destination per site. This patch will screen the PCMM GUI application, not allowing more than one OIF/OEF team. An option is included with this patch to display all Teams using the OIF/OEF destination in the TEAM file (#404.51). The option SCMC PCMM TEAM PURPOSE LIST is a stand alone print option that displays all TEAMS that have OIF OEF entered as a TEAM PURPOSE. The list can be used for future reference when setting up or troubleshooting OIF/OEF issues. The information in PCMM related to the OIF/ OEF Team shall be transmitted to Austin in the same manner as Primary Care Team information is transmitted. This information will be monitored and tracked by the VSSC. 23. A screen has been added to allow users to only select OIF OEF roles for positions assigned to the OIF OEF team. 24. Rejected entries in the PCMM HL7 TRANSMISSION LOG associated with past incorrect role assignments to OIF OEF positions are processed and the corrected data are re-transmitted to the Austin Information and Technology Center (AITC). A summary email message is sent to the PCMM HL7 MESSAGES mail group. 25. Staff assigned to a position must be inactivated before the position can be inactivated. 26. Status reason is automatically selected when adding staff or preceptor. 27. Position history record is automatically deleted if user selects Cancel in the position activation date window when creating a new position. 28. Users can no longer add a new position to an inactive team. 29. Users can no longer modify a role with assigned staff if the person class of the assigned staff conflicts with new role. Users also cannot change a primary care role to a non primary care role if 'provides primary care' setting is selected. 30. The last assignment date on the Staff tab can be deleted using a right mouse click. 31. It is no longer possible to assign a NP or PA as a preceptor for a resident or intern. 32. The Pre-Init routine sets the 'ENABLE AUTOLINK FUNCTIONALITY(#803)' field in the SCHEDULING PARAMETER(#404.91) file to 'NO' if the field is set to 'YES'. This action will gray out the AUTOLINK FUNCTIONALITY tag in the PCMM GUI, which isn't operational at this time. This patch addresses the following Remedy Ticket(s): ---------------------------------------------------- 178054 63384 63451 64392 311256 (Lebanon) 311946 (Houston) 315284 (Sioux Falls) 316803 (Charleston) 319620 (N. Chicago) 320190 (Detroit) 328289 (Montrose) 338871 (Fayetteville, NC) 342467 (Amarillo) 342471 (Kansas City) 342475 (Tampa) 342479 (White City) 342608 (Northampton) 351948 360200 445191 Overview of Remedy Ticket 178054: --------------------------------- Problem: PCMM GUI users are not being prompted to enroll patient in clinic as described in the user manual. Resolution: The functionality to enroll a patient in a clinic has been removed and references in the user manual have been updated. Overview of Remedy Ticket 63384: -------------------------------- Problem: The Patient Lookup process does not highlight patient's name in the top part of the box after entering a patient's name in the search box. Resolution: By default, the first entry on the list is highlighted. Pressing the return key selects the highlighted entry. Overview of Remedy Ticket 63451: ------------------------------- Problem: Duplicate of 63384 and user found tab design on Team Position Setup window to be inefficient. Resolution: Duplicate of 63384 and the Team Position Setup window has undergone significant improvement. Overview of Remedy Ticket 64392: -------------------------------- Problem: When entering Primary Care FTEE data for a team, if the "Close" button is clicked instead of the "Save" button, the window closes without prompting to save data. Resolution: If FTEE data values changes a confirmation dialog is invoked to determine if changes should be saved in the event the user attempts to close the windows without saving changes. Overview of Remedy Tickets 311256,311946,315284,316803,319620,320190 328289,338871,342467,342471,342475,342479,342608,351948,360200,445191 --------------------------------------------------------------------- Problem: ADT A08 HL7 messages segments are sent to the AITC with missing PID and EVN segments. The AITC cannot process these messages and returns an application reject to the site with error codes 001M, 104M and 113M. This type of application reject occurs if a patient is assigned/unassigned to a position on the OIF OEF team that does not have an OIF OEF role. Even if the site corrects the configuration error, the site cannot use the PCMM Transmission Error Processing option to process error rejects and retransmit the data to the AITC. Resolution: This patch adds a GUI screen to prevent users from selecting incorrect roles for OIF OEF positions. The patch also adds a pre-install check for OIF OEF configuration errors. If any errors are detected the patch installation will abort. Please refer to the patch description to address OIF/OEF functionality and the correct set up of the teams and roles within PCMM. Any past rejected entries in the PCMM HL7 TRANSMISSION LOG associated with this type of error are processed during the post install. The correct data are re-sent to the AITC during the normal PCMM transmission. Components Included in the Patch: The following is a list of files included in this patch: UP SEND DATA USER DATE SEC. COMES SITE RSLV OVER FILE # NAME DD CODE W/FILE DATA PTS RIDE -------------------------------------------------------------------------- 404.42 PATIENT TEAM ASSIGNMENT YES NO NO NO Partial DD: subDD: 404.42 fld: .15 fld: .16 The following is a list of fields included in this patch: Field Name (Number) File Name (Number) ------------------- ------------------ STATUS .15 PATIENT TEAM ASSIGNMENT (404.42) MULTIPLE PCP .16 PATIENT TEAM ASSIGNMENT (404.42) The following is a list of remote procedures included in this patch: REMOTE PROCEDURE ---------------- SCMC AUTO INACTIVATION RPT SCMC PCMM CHECK FTEE SCMC PRECEPTOR MOVE - LIST SCMC PRECEPTOR MOVE - MOVE The following is a list of options included in this patch: OPTIONS ------- [SCMC PCMM GUI WORKSTATION] PCMM GUI WORKSTATION [SCMC PCMM TEAM PURPOSE LIST] Team Purpose List The following is a list of templates included in this patch: TEMPLATES TYPE FILE NAME (number) ------------------------------------------------------------ SCMCTP PRINT TEAM (#404.51) SCMCTP SORT TEAM (#404.51) Test Sites: ----------- Milwaukee, WI Richmond, VA Tucson, AZ ***********************************NOTE*********************************** There is one known anomaly with the installation of this patch. This anomaly only occurs if you are running PCMM on a 64 Bit server. If the site is using a 64 bit server, PCMM labels will not be displayed on the tabs in the GUI. If this occurs IRM should install PCMM on a 32 bit server, or if using a thin client it should be pointed to a 32 bit server. ************************************************************************** ================INSTALLATION INSTRUCTIONS ================= If installed during the normal workday, it is recommended that the following entry in the OPTION file (#19) be disabled to prevent possible conflicts while running the KIDS Install. Other VISTA users will not be affected. [SCMC PCMM MAIN MENU] PCMM Main Menu Install Time - less than 5 minutes 1. LOAD TRANSPORT GLOBAL --------------------- Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 2. START UP KIDS ------------- Start up the Kernel Installation and Distribution System Menu [XPD MAIN]: Edits and Distribution ... Utilities ... Installation ... Select Kernel Installation & Distribution System Option: INStallation --- Load a Distribution Print Transport Global Compare Transport Global to Current System Verify Checksums in Transport Global Install Package(s) Restart Install of Package(s) Unload a Distribution Backup a Transport Global Select Installation Option: 3. Select Installation Option: --------------------------- NOTE: The following are OPTIONAL - (When prompted for the INSTALL NAME, enter SD*5.3*504): 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 DD's or templates. b. Compare Transport Global to Current System - This option will allow you to view all changes that will be made when this patch is installed. It compares all components of this patch (routines, DD's, 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. 4. Select Installation Option: Install Package(s) ------------------ **This is the step to start the installation of this KIDS patch: a. Choose the Install Package(s) option to start the patch install. b. When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//' answer NO (unless otherwise indicated) c. When prompted 'Want KIDS to INHIBIT LOGONs during the install? YES//' answer NO (unless otherwise indicated) d. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//' answer YES (unless otherwise indicated) [SCMC PCMM MAIN MENU] PCMM Main Menu The following software file is exported as part of this patch: File Name Contents Retrieval Format --------- -------- ---------------- SD_53_P504.ZIP File(s) indented below BINARY - PCMM.EXE PCMM Executable 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. The updated PCMM User Manual can be found at the following location: File Directory ------------------------------------------------- pcmm504.doc anonymous.pub Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;AUG 13, 1993;Build 21 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SCAPU1 Before: B5694042 After: B5697016 **41,504** Routine Name: SCMCDDA Before: B2917179 After: B3262760 **204,297,504** Routine Name: SCMCPREC Before: n/a After: B4146089 **504** Routine Name: SCMCTPUR Before: n/a After: B445864 **504** Routine Name: SCMCTSK1 Before: B79165926 After: B83874650 **297,498,527,499,532,504** Routine Name: SCMCTSK2 Before: B97672367 After:B103317459 **297,498,527,499,532,504** Routine Name: SCMCTSKG Before: n/a After: B95917161 **504** Routine Name: SD53P504 Before: n/a After: B59534765 **504** ============================================================================= User Information: Entered By : OWEN,STEVEN W Date Entered : JAN 31, 2007 Completed By: SIRCO,LUCIA Date Completed: SEP 26, 2011 Released By : LANDRIE,LARRY Date Released : SEP 26, 2011 ============================================================================= Packman Mail Message: ===================== $END TXT