============================================================================= Run Date: NOV 05, 2015 Designation: SD*5.3*603 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #528 Status: Released Compliance Date: NOV 30, 2016 ============================================================================= Associated patches: (v)SD*5.3*107 <<= must be installed BEFORE `SD*5.3*603' (v)SD*5.3*526 <<= must be installed BEFORE `SD*5.3*603' (v)SD*5.3*539 <<= must be installed BEFORE `SD*5.3*603' (v)SD*5.3*575 <<= must be installed BEFORE `SD*5.3*603' (v)SD*5.3*581 <<= must be installed BEFORE `SD*5.3*603' Subject: PCMM WEB LEGACY CHANGES Category: - Data Dictionary - Routine - Enhancement (Mandatory) - Other - Sort Template Description: ============ This patch implements changes to VistA required to support the new Patient-Centered Management Module (PCMM) Web. There is a companion CPRS patch (OR*3.0*387) that implements changes to Remote Procedure Calls (RPC) required to display content for the Primary Care Header and Detail Window. This patch is a part of a phased, coordinated process for deploying PCMM Web. The VistA software for this patch and the companion OR*3.0*387 patch is released as two KIDS host files. They may be downloaded from a secured ftp site as directed by the PCMM Web Implementation Team. ******************************************************************* DO NOT INSTALL THIS PATCH ON A PRODUCTION SYSTEM UNTIL NOTIFIED BY THE PCMM WEB IMPLEMENTATION MANAGER. ******************************************************************* In order to fully support a team based, patient-centric approach to healthcare delivery, enhancements to PCMM have been developed to allow a team to be formed and aligned around a patient, including providers across multiple VA sites and in non-VA settings to enable care coordination and communication. The software supports automated data collection for management metrics and analysis related to access, workload, and panel management. VHA's model of team-based care is known as the Patient-Aligned Care Team (PACT). The goal is to evolve and replace existing PCMM software with functionality that identifies all team members and specialists (VA and non-VA) involved in the care of the patient, as well as their contact information and provide modalities to facilitate provider-provider communication. This new PACT Management Module is known as PCMM Web. According to the PCMM Modification Workgroup, the relationship between the patient and his/her Primary Care Provider (PCP) will help to enhance patient care and the treatment process. Patients who regularly visit the same PCP receive better healthcare and utilize fewer healthcare resources because of the PCP's ability to treat patients more efficiently and effectively. Most of the changes to VistA are to background processing that will not be visible to users. An Application Proxy user was created to support batch processing for reading and updating VistA files. TECHNICAL SUMMARY: ================== Files ----- STANDARD POSITION (#403.46) file - Several position names were changed and new positions were added. Name change TEAM PHARMACIST to PACT CLINICAL PHARMACIST DIETITIAN to REGISTERED DIETITIAN OIF OEF CLINICAL CASE MANAGER to TCM CLINICAL CASE MANAGER OIF OEF PROGRAM MANAGER to TCM PROGRAM MANAGER OIF OEF TRANSITION PATIENT ADVOCATE to TCM TRANSITION PATIENT ADVOCATE New positions ADMINISTRATIVE ASSOCIATE ANTICOAG CLINICAL PHARMACIST ADVANCE PRACTICE ASSOCIATE PROVIDER ASSOCIATE PROVIDER CLINICAL ASSOCIATE FELLOW NURSE (LVN) NURSE PRACTITIONER ASSOCIATE PROVIDER PEER SUPPORT APPRENTICE PEER SUPPORT SPECIALIST PHYSICIAN ASSISTANT ASSOCIATE PROVIDER PRIMARY CARE PROVIDER SURROGATE CARE MANAGER SURROGATE PRIMARY CARE PROVIDER SURROGATE CLINICAL ASSOCIATE ADVANCE PRACTICE NURSE ADVANCE PRACTICE NURSE (MHTC) LEAD COORDINATOR PEER SUPPORT SPECIALIST (MHTC) POSITION ASSIGNMENT HISTORY (#404.52) file A new field was added: TEAMLET POSITION (#.12) field - indicates whether or not a position is a teamlet member. The descriptions for the following field descriptions were modified to reflect that PCMM Web will maintain FTEE history data. FTEE HISTORY multiple (#1) FTEE HISTORY (#.01) field VALUE (#.02) field USER (#.03) field The trigger (FTEXR) on the FTEE EQUIVALENT (#.09) field will be deleted by the post-install routine. (This trigger performed updates to FTEE HISTORY, now maintained by PCMM Web.) PATIENT TEAM ASSIGNMENT (#404.42) file - New code values were added to two fields. ASSIGNMENT TYPE (#.08) field '98' for PENDING PRIMARY CARE STATUS (#.15) field 'DU' for DOD UNASSIGN 'IU' for INACTIVE UNASSIGN 'DD' for REASSIGN-DOD REMOVED 'PR' for PAT RELOCATION 'RP' for REQ BY PAT 'NN' for NOT NEEDED 'PC' for PROV CHANGE 'PI' for MVI MOVE/MERGE 'FT' for INTRA FAC TRANS 'MU' for MISSING/UNK 'MD' for M-PACT DENIAL/WDRAW 'DC' for DISCHARGE FROM CARE 'ER' for ERROR PATIENT TEAM POSITION ASSIGNMENT (#404.43) file - New code values were added to one field. STATUS (#.12) field 'DU' for DOD UNASSIGN 'IU' for INACTIVE UNASSIGN 'DD' for REASSIGN-DOD REMOVED 'PR' for PAT RELOCATION 'RP' for REQ BY PAT 'NN' for NOT NEEDED 'PC' for PROV CHANGE 'PI' for MVI MOVE/MERGE 'FT' for INTRA FAC TRANS 'MU' for MISSING/UNK 'MD' for M-PACT DENIAL/WDRAW 'DC' for DISCHARGE FROM CARE 'ER' for ERROR A new cross reference ("C") was added to TEAM POSITION (#.02) field OUTPATIENT PROFILE (#404.41) file - Two new fields were added: CPRS HEADER TEXT (#.06) field - This field is populated by PCMM Web with primary care information to be displayed in the CPRS PCMM Header. CPRS PC WINDOW CACHE (#.07) field - This field stores the last data set displayed in the CPRS Primary Care Details Window. This cached data will be displayed if there is no connection to PCMM Web. OUTPATIENT ENCOUNTER (#409.68) file - A new Index, ACOD, was created to sort records by the PATIENT (#.02) field and CHECK OUT PROCESS COMPLETION (#.07) field. PCMM PATIENT EVENTS (#404.54) file - This is a new file used to track patient events of interest to PCMM Web. PATIENT (#.01) field EVENT DATE/TIME (#.02) field EVENT CODE (#.03) field EVENT DATA (#.04) field TEAM PURPOSE (#403.47) File - Two records were added: PRIMARY CARE - NVCC PRIMARY CARE - HBPC Routines -------- The routine SCMCTSK was modified to update several files when a patient date of death is entered or removed in the PATIENT (#2) file. - User enters or removes a date of death for a patient in VistA - A cross reference on the PATIENT (#2) file DATE OF DEATH (#.351) field executes FC^DGFCPROT - This routine submits the DG FIELD MONITOR protocol to TaskMan - The DG FIELD MONITOR protocol executes the protocols in its Items list - The SCMC PCMM INACTIVATE ON DATE OF DEATH protocol executes DEATH^SCMCTSK - This entry point updates the following File PCMM PATIENT EVENTS (#404.54) file - record is created or updated The routine SCMCTSK2 was modified to ensure the PCMM NIGHTLY TASK [SCMC PCMM NIGHTLY TASK] menu option job never runs on VistA. (A QUIT statement was added immediately after the entry point - NIGHT.) Three new routines; SCMCWS1, SCMCWS1A, SCMCWSUT; were developed to implement a new Application Program Interface (API) that calls a PCMM Web web service to retrieve PACT and other team information that is displayed in the CPRS PC Details Window. This API uses the HealtheVet Web Service Client (HWSC) to implement the web service. The default set up is performed by the post-install routine. This API is called by the CPRS RPC: ORWPT1 PCDETAIL. A new ICR, 6027 - SCMC PCMM/R GET PRIMARY CARE DETAILS, was created and activated to support this functionality. These routines are also used by the new RPC, SCMC PCDETAIL. It is used to batch load CPRS PC Window Cache during PCMMR deployment. ************************************************************************* NOTE: Sites will encounter an XINDEX Error after the installation of this patch. SCMCWS1 uses HWSC. It calls a Cache Class to parse the eXtensible Markup Language (XML) document returned by the web service call. A SAC Exemption (134) was approved on 02/04/2015. ************************************************************************* A new routine, SCMCDDR, was developed to implement the RPC, SCMC LISTER. It returns VistA data to PCMM Web using the VA FileMan DBS API: Lister (LIST^DIC). A new routine, SCMCDDR0, was developed to implement the RPC, SCMC FINDER. It returns VistA data to PCMM Web using the VA FileMan DBS API: Find (FIND^DIC). A new routine, SCMCDDR2, was developed to implement the RPC, SCMC GETS ENTRY DATA. It returns VistA data to PCMM Web using the VA FileMan DBS API: Data Retriever (GETS^DIQ). A new routine, SCMCDDR3, was developed to implement the RPC, SCMC FILER. It updates VistA data from PCMM Web using a VA FileMan DBS APIs: Filer (FILE^DIE) and Updater (UPDATE^DIE). A new routine, SCMCENCT, was developed to implement the RPC, SCMC GET PATIENT ENCOUNTERS. It returns patient encounter data to PCMM Web. The data is used to determine if and when a patient had a completed encounter with a teamlet member. A new routine, SCMCNPER, was developed to implement the RPC, SCMC GET NEW PERSON. It returns provider information to PCMM Web. A new routine, SCMCPAT, was developed to implement two RPCs. SCMC PATIENT DIEDON returns a patient's date of death to PCMM Web. SCMC PATIENT INFO returns patient demographic information to PCMM Web. A new routine, SCMCFTEE, was developed to implement five RPCs; SCMC FTEE CREATE, SCMC FTEE READ, SCMC FTEE READALL, SCMC FTEE UPDATE, SCMC FTEE DELETE. They allow PCMM Web to maintain FTEE HISTORY multiple (#1) in the POSITION ASSIGNMENT HISTORY (#404.52) file. The routine SCMCMHTC was modified to fix a date comparison issue. The routine SCAPMC23 was modified to correct an endless loop when reading unexpected data. The routine SCMCDD1 was modified to create or update OUTPATIENT PROFILE (#404.41) file records for all assignment types. The routine was also modified to add "fail-safes" to quit processing if PATIENT TEAM ASSIGNMENT (#404.42) file or PATIENT TEAM POSITION ASSIGNMENT (#404.43) file records are not found when sending mail messages. Two routines, SCMCTSK5 and SCMCTSK6, were modified to change auto-inactivation related time periods and other text in report and mail boiler plate text. All auto-inactivation processing will be performed by PCMM Web. The routine SDCOU was modified to create ACOD index records for Credit Stop Code OUTPATIENT ENCOUNTER (#409.68) file records. The original code did not properly handle new style indexes. The Set and Kill logic was modified to do so. The pre-install routine, SD53I603, was developed to perform the following actions: - Delete the global for the STANDARD POSITION (#403.46) file and create the initial file header. The post-install routine, SD53P603, was developed to perform the following actions: - Add or update HWSC server and web service file entries - Add the application proxy user - Convert values in the PATIENT TEAM POSITION ASSIGNMENT (#404.43) file STATUS (#.12) field from NA to IU - Build the new ACOD index for the OUTPATIENT ENCOUNTER (#409.68) file - Build the new C cross reference for PATIENT TEAM POSITION ASSIGNMENT (#404.43) file - Un-schedule the legacy PCMM NIGHTLY TASK [SCMC PCMM NIGHTLY TASK] menu option from TaskMan - Place PCMM legacy menu options out-of-order - Change users' secondary menu option from SCMC PCMM GUI WORKSTATION to SCMC PCMMR WEB USER MENU - Create missing ACOD index records in the OUTPATIENT ENCOUNTER (#409.68) file - Delete the trigger cross reference (FTEXR) on the POSITION ASSIGNMENT HISTORY (404.52) file FTEE EQUIVALENT (#.09) field - Create two records in the TEAM PURPOSE (#403.47) file - PRIMARY CARE - NVCC - PRIMARY CARE - HBPC A new routine, SCMCOPT, was developed to place a number of PCMM legacy menu options and a protocol out-of-order. The items to be placed out-of-order are listed below in the Options Associated and Protocols Associated sections. This routine also contains an entry point to change the value in the SECONDARY MENU OPTIONS (#.01) field in the SECONDARY MENU OPTIONS (#203) multiple in the NEW PERSON (#200) file for users that have the option SCMC PCMM GUI WORKSTATION to SCMC PCMMR WEB USER MENU. Both entry points are called by the post-installation routine, SD53P603. A new routine, SCMCFPOS, was developed to fix the TEAM POSITION (#404.57) file at sites that have deviated from the gold STANDARD POSITION (#403.46) file that is released with this patch. Patch Components ================ Files & Fields Associated: File Name (#) Field Name (#) New/Modified/Deleted ------------- -------------------------- -------------------- PATIENT TEAM ASSIGNMENT file (#404.42) STATUS field (#.15) Modified - new codes ASSIGNMENT TYPE field (#.08) Modified - new code PATIENT TEAM POSITION ASSIGNMENT file (#404.43) TEAM POSITION (#.02) New C cross reference STATUS (#.12) Modified - new codes POSITION ASSIGNMENT HISTORY file (#404.52) TEAMLET POSITION field (#.12) New FTEE HISTORY multiple (#1) Modified FTEE HISTORY field (#.01) Modified VALUE field (#.02) Modified USER field (#.03) Modified OUTPATIENT PROFILE file (#404.41) CPRS HEADER TEXT field (#.06) New CPRS PC WINDOW CACHE field (#.07) New OUTPATIENT ENCOUNTERS file (#409.68) PATIENT field (#.02) Added ACOD index for .02 and .07 PCMM PATIENT EVENTS (#404.54) New PATIENT field (#.01) New EVENT DATE/TIME field (#.02) New EVENT CODE field (#.03) New EVENT DATA field (#.04) New STANDARD POSITION file (#403.46) no DD change, updated and added positions Forms Associated: Form Name File # New/Modified/Deleted --------- ------ -------------------- N/A Mail Groups Associated: Mail Group Name New/Modified/Deleted --------------- -------------------- N/A Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- SCMC PCMMR APP PROXY MENU broker new SCMC PCMMR WEB USER MENU broker new SC PCMM MARK OPT OUT OF ORDER routine new SCMC PCMM NIGHTLY TASK routine out-of-order SCMC PATIENT ASSIGN/UNASSIGN routine out-of-order SCMC CLEAN GHOST ENTRIES routine out-of-order SCMC CLEAN INSTITUTION routine out-of-order SCMC CONVERSION TOOLS MENU menu out-of-order SCMC EXTEND A PATIENT routine out-of-order SCMC FLAGGED routine out-of-order SCMC MU MASS TEAM UNASSIGNMENT routine out-of-order SCMC PC ATTENDING CONVERSION routine out-of-order SCMC PCMM BASELINE SEEDING routine out-of-order SCMC PCMM EDIT PRACTIT #404.52 routine out-of-order SCMC PRECEPTOR CONVERSION routine out-of-order SCMC PRECEPTOR MIGRATION RPT routine out-of-order SCMC RETRANSMIT routine out-of-order SCMC PCMM GUI WORKSTATION broker out-of-order SCMC PC ATTENDING ASGN RPT routine out-of-order Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- SC PC PATIENT ASSIGN/UNASSIGN disabled Security Keys Associated: Security Key Name ----------------- N/A Remote Procedures Associated: RPC Name New/Modified/Deleted ------------- -------------------- SCMC LISTER New SCMC FINDER New SCMC GETS ENTRY DATA New SCMC FILER New SC DELETE ENTRY Modified-set APP PROXY ALLOWED to Y SCMC GET PATIENT ENCOUNTERS New SCMC GET NEW PERSON New SC PAT ASGN MAILMAN Modified-set APP PROXY ALLOWED to Y SC PATIENT LOOKUP Modified-set APP PROXY ALLOWED to Y SCMC PATIENT DIEDON New SCMC PATIENT INFO New SCMC FTEE CREATE New SCMC FTEE READ New SCMC FTEE READALL New SCMC FTEE UPDATE New SCMC FTEE DELETE New SCMC PCDETAIL New Templates Associated: Template Name Type File Name (#) New/Modified/Deleted ------------- ---- ------------------ -------------------- SCMC INACTIVATED SORT #404.43 modified Additional Information: ----------------------- N/A New Service Requests (NSRs): ----------------------------- 20070415 - Rehost/Reengineer PCMM Patient Safety Issues (PSIs): ------------------------------ N/A Remedy Ticket(s) & Overviews: ----------------------------- N/A Test Sites: ----------- Memphis VAMC - Memphis, TN Iron Mountain VAMC - Iron Mountain MI VA West Los Angeles HCS - Los Angeles, CA Portland VAMC - Portland, OR Documentation Retrieval Instructions: ===================================== Updated documentation describing the new functionality introduced by this patch is available. The preferred method is to FTP the files from ftp://download.vista.domain.ext/. This transmits the files from the first available FTP server. Sites may also elect to retrieve software directly from a specific server as follows: Albany ftp.domain.ext Hines ftp.domain.ext Salt Lake City ftp.domain.ext The documentation will be in the form of Adobe Acrobat files. Documentation can also be found on the VA Software Documentation Library at: http://www.domain.ext/vdl/ File Description File Name FTP Mode -------------------------------------------------------------------------- Installation Guide SD_53_603_IG.PDF binary Release Notes SD_53_603_RN.PDF binary User Guide SD_53_603_UM.PDF binary Technical Manual SD_53_603_TM.PDF binary Software Retrieval Instructions: ================================ The VistA software for this patch is released as a KIDS host file. It may be downloaded from a secured ftp site as directed by the PCMM Web Implementation Team. The software distribution includes: File Name Contents Retrieval Format --------- -------- ---------------- SD_53_603.KID KIDS Build ascii Patch Installation: =================== This patch is a part of a phased, coordinated process for deploying PCMM Web. ******************************************************************* DO NOT INSTALL THIS PATCH ON A PRODUCTION SYSTEM UNTIL NOTIFIED BY THE PCMM WEB IMPLEMENTATION MANAGER. ******************************************************************* Please refer to the PCMM Web-VistA Installation Guide for complete details. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;AUG 13, 1993;Build 79 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SCAPMC23 Before: B18108399 After: B18453123 **41,148,603** Routine Name: SCMCDD1 Before: B22709019 After: B25172674 **41,89,107,603** Routine Name: SCMCDDR Before: n/a After: B34341424 **603** Routine Name: SCMCDDR0 Before: n/a After: B16319343 **603** Routine Name: SCMCDDR2 Before: n/a After: B24257447 **603** Routine Name: SCMCDDR3 Before: n/a After: B6820328 **603** Routine Name: SCMCENCT Before: n/a After: B28013021 **603** Routine Name: SCMCFPOS Before: n/a After: B95974585 **603** Routine Name: SCMCFTEE Before: n/a After: B17041744 **603** Routine Name: SCMCMHTC Before: B9636096 After: B10680608 **575,603** Routine Name: SCMCNPER Before: n/a After: B40344757 **603** Routine Name: SCMCOPT Before: n/a After: B44626560 **603** Routine Name: SCMCPAT Before: n/a After: B7157117 **603** Routine Name: SCMCTSK Before: B36651125 After: B38253964 **264,278,272,297,581,603** Routine Name: SCMCTSK2 Before:B103317459 After:B105827282 **297,498,527,499,532,504,603** Routine Name: SCMCTSK5 Before: B58969240 After: B59325306 **297,532,539,603** Routine Name: SCMCTSK6 Before: B61520556 After: B61603528 **297,532,581,603** Routine Name: SCMCWS1 Before: n/a After:B162034987 **603** Routine Name: SCMCWS1A Before: n/a After: B97769299 **603** Routine Name: SCMCWSUT Before: n/a After: B5582990 **603** Routine Name: SD53I603 Before: n/a After: B142505 **603** Routine Name: SD53P603 Before: n/a After:B249302623 **603** Routine Name: SDCOU Before: B4920937 After: B4357231 **603** Routine list of preceding patches: 107, 148, 504, 539, 575, 581 ============================================================================= User Information: Entered By : Date Entered : OCT 22, 2012 Completed By: Date Completed: NOV 05, 2015 Released By : Date Released : NOV 05, 2015 ============================================================================= Packman Mail Message: ===================== No routines included