$TXT Created by MNTVBB.DOMAIN.EXT (KIDS) on Friday, 03/28/14 at 15:36 ============================================================================= Run Date: JUL 10, 2014 Designation: SD*5.3*595 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #506 Status: Released Compliance Date: AUG 10, 2014 ============================================================================= Associated patches: (v)SD*5.3*591 <<= must be installed BEFORE `SD*5.3*595' Subject: FIX STATUS DISPLAY IN APPOINTMENT MGMT AND LIST BY APPOINTMENT Category: - PATCH FOR A PATCH - Routine Description: ============ This patch will fix a functionality issue that was introduced with patch SD*5.3*591, whereby the incorrect status for an appointment is being displayed in Appointment Management [SDAM APPT MGT] when an appointment has only been partially Checked Out. The original request pointed to incorrect displayed status of an appointment if it was purged. Additionally the List by Appointment [PXCE SDAM LIST] protocol was evaluated to provide a consistent appointment status display when this protocol is executed in the PCE ENCOUNTER ENTRY options in Patient Care Encounter (PCE). ASSOCIATED NSR(S): ================== N/A ASSOCIATED REMEDY TICKET(S): ============================ HD0000000618919 - Appt Mgmt does not show that a vet has been checked out Duplicates: HD0000000705899 - PCE/APPT MGT STATUS - NOT CORRECT FOR SOME CASES HD0000000708893 - Appointment Management does not change to Action Required at Checkout HD0000000711586 - Cannot Cancel an Appointment HD0000000711816 - No action taken but action required HD0000000712237 - Users unable to Cancel or No-show appointments HD0000000717662 - Appt Status is no action taken - clerk should be able to cancel appt PARTICIPATING TEST SITES: ========================= Central Plains HCS Coatesville, PA Huntington, WV Upstate New York HCS REMEDY TICKET OVERVIEW: ======================= HD0000000618919 - Appt Mgmt does not show that a vet has been checked out Problem: -------- When retrieving the status for an appointment, if the appointment has only been partially Checked Out, the status in Appointment Management [SDAM APPT MGT] will be incorrectly displayed as 'No Action Taken', unless the appointment was first Checked In (which is no longer required). If the appointment has been Checked In, the partially Checked Out appointment will correctly display the status as 'Act Req/Checked Out'; however, a partially Checked Out appointment should display a status of 'Act Req/Checked Out', regardless of whether it has been Checked In. Once the appointment is fully Checked Out, it does display the correct status of 'Checked Out'. This issue only occurs with partially Checked Out appointments. During testing it was discovered that some appointments had 'NT' status in the Appointment multiple entries while being already CHECKED OUT as indicated in the Outpatient Encounter file and it affected the status display when listing by appointment in PXCE ENCOUNTER ENTRY options in PCE. Resolution: ----------- Routine SDAM1 has been modified to determine how the appointment status is calculated and displayed. The new logic evaluates the related entry in the Outpatient Encounter file, if it exists, to provide correct status as displayed in Scheduling and PCE in VistA. The displayed results are consistent and reflect the true status of appointments. INSTALLATION INSTRUCTIONS: ========================== Users are allowed on the system during patch installation. Installation should take less than 2 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 --- 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*595): 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*595. 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] PCE Coordinator Menu [PX PCE COORDINATOR MENU] 2) When prompted "Enter protocols you wish to mark as "Out of Order":" enter the following: List by Appointment [PXCE SDAM LIST] Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 13 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDAM1 Before: B31062484 After: B37380633 **149,155,193,189,445,478,466, 567,591,595** ============================================================================= User Information: Entered By : Date Entered : APR 16, 2012 Completed By: Date Completed: JUN 30, 2014 Released By : Date Released : JUL 10, 2014 ============================================================================= Packman Mail Message: ===================== $END TXT