$TXT Created by at SCM.FO-BIRM.DOMAIN.EXT (KIDS) on Friday, 10/12/18 at 15:04 ============================================================================= Run Date: DEC 06, 2018 Designation: SD*5.3*705 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #579 Status: Released Compliance Date: JAN 05, 2019 ============================================================================= Associated patches: (v)SD*5.3*27 <<= must be installed BEFORE `SD*5.3*705' (v)SD*5.3*132 <<= must be installed BEFORE `SD*5.3*705' (v)SD*5.3*545 <<= must be installed BEFORE `SD*5.3*705' (v)SD*5.3*680 <<= must be installed BEFORE `SD*5.3*705' Subject: SCHEDULING PACKAGE ENHANCEMENTS OF CLASS III TO CLASS I Category: - Routine - Enhancement (Mandatory) - Data Dictionary - Other Description: ============ This patch will include code changes for several routines for two NSR's that were approved by the Software Modification Waiver Committee associated with Scheduling Package in VistA. The following will be addressed in this patch: 1) Add A Blank Line Between Appointments in Print Scheduling Letters [SDPRLETTERS]. This is an optional feature which can be enabled if the site wants to use it. 2) Modifications were made to VistA Scheduling Option Display Appointments [SDDISPPEND] to allow a site the ability to included additional header text which could include Station Name, Station Address, Station Phone Numbers, etc. Changes were also made to display the Primary Care provider, Associate Provider and team, as well as the physical location for an appointment. Clinic appointments were screened for administrative clinics, and finally, output of Social Security Number (SSN) was truncated to four digits instead of outputting the entire SSN. Note that the following features are optional and can be enabled if the site wants to use them: Add additional header information to the Patient Scheduling Letter Exclude clinic appointments for administrative clinics. 3) Modifications made to menu option SCHEDULING PARAMETERS [SD PARM PARAMETERS] to enter/edit new fields Additional Header Text, Exclude Administrative Clinics and Enable Blank Line fields. TECHNICAL SUMMARY: ================== Routines -------- The routine SDLT was modified to add a blank line between appointments in Print Scheduling Letters. The routine SDDPA was modified to Print Address Header, to Display PC Provider, Associate and Team, to Truncate SSN to Display Only Last Four Digits, to Display Important Station Phone Numbers, to Display Physical Location for An Appointment and to Screens Out Call Appointments (Stop Code 674). Routines SDPARM, SPARM1 and SDPARM2 were modified to add fields Additional Header Text, Exclude Administrative Clinics and Enable Blank Line fields to menu option SCHEDULING PARAMETERS [SD PARM PARAMETERS]. Patch Components: ================= Files & Fields Associated: -------------------------- New/ Modified/ File Name (Number) Field Name (Number) Deleted ------------------ ------------------- --------- SCHEDULING PARAMETER (#404.91) ENABLE BLANK LINE? (#1.1) New EXCLUDE ADMIN CLINICS?(#1.2) New SCHEDULING PARAMETER (#404.91) Multiple (Sub-File) ADDITIONAL HEADER TEXT (#1.3) New SCHEDULING PARAMETER (#404.91) #404.9102 INSTITUTION(#.01) New SCHEDULING PARAMETER (#404.91) Multiple (Sub-File) #404.9102 HEADER TEXT(#1) New SCHEDULING PARAMETER (#404.91) Multiple (Sub-File) #404.91021 HEADER TEXT(#.01) New PRINT STARTING AT FIRST LINE?(#.02) New Forms Associated: N/A Mail Groups Associated: N/A Options Associated: N/A Protocols Associated: --------------------- SD PARM EDIT HEADER TEXT SD PARM PARAMETERS MENU Security Keys Associated: N/A Templates Associated: N/A Remote Procedures Associated: N/A Parameter Definitions Associated: N/A Additional Information: ======================= New Service Requests (NSRs): ----------------------------- NSR #20180314 - Add Blank Line Between Appointments in Letters NSR #20180315 - Modifications to Patient Scheduling Letters Patient Safety Issues (PSIs): N/A Defect Tracking System Ticket(s) & Overview: N/A Test Sites: ----------- Fargo VA Health Care System VA Black Hills Health Care System (Fort Meade) Software and Documentation Retrieval Instructions: ================================================== Software released as a host file and/or documentation describing the new functionality introduced by this patch are available. The preferred method is to retrieve the files from download.vista.domain.ext. This transmits the files from the first available server. Sites may also elect to retrieve the files directly from a specific server. Sites may retrieve the software and/or documentation directly using Secure File Transfer Protocol (SFTP) from the ANONYMOUS.SOFTWARE directory at the following OI Field Offices: Albany: domain.ext Hines: domain.ext Salt Lake City: domain.ext Documentation can also be found on the VA Software Documentation Library at:http://www4.domain.ext/vdl/ Title File Name FTP Mode -------------------------------------------------------------------------- User Manual - Supervisor Menu supv.docx binary User Manual - Supervisor Menu supv.pdf binary Deployment/Installation/Roll Back/Back-out Guide sd_5_3_705_ig.docx binary Deployment/Installation/Roll Back/Back-out Guide sd_5_3_705_ig.pdf binary Patch Installation: =================== Pre/Post Installation Overview: ------------------------------- This patch may be installed with users on the system although it is recommended that it be installed during non-peak hours to minimize potential disruption to users. This patch should take less than 5 minutes to install. The following menu options should be disabled: Display Appointments [SDDISPPEND] Print Scheduling Letters [SDPRLETTERS] SCHEDULING PARAMETERS [SD PARM PARAMETERS] The following PROTOCOL options should be disabled: SD PARM PARAMETERS MENU INSTALLATION INSTRUCTIONS: -------------------------- 1. Choose the PackMan message containing this patch. 2. Choose the INSTALL/CHECK MESSAGE PackMan option. 3. From the Kernel Installation and Distribution System Menu, select the Installation Menu. From this menu, you may elect to use the following options. When prompted for the INSTALL NAME enter the patch name (SD*5.3*705): a. Verify Checksums in Transport Global - This option will allow you to ensure the integrity of the routines that are in the transport global. b. Print Transport Global - This option will allow you to view the components of the KIDS build. c. 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 of the components of this patch, such as routines, DDs, templates, etc. d. Backup a Transport Global - This option will create a backup backup any other changes such as DDs or templates. 4. From the Installation Menu, select the Install Package(s) option and choose the patch to install. 5. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO// NO 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO// NO 7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES// YES a. When prompted 'Enter options you wish to mark as 'Out Of Order':', select the following option: Option Name Menu Text ----------- --------- SDDISPPEND Display Appointments SDPRLETTERS Print Scheduling Letters SD PARM PARAMETERS SCHEDULING PARAMETERS Protocols ---------------------- SD PARM PARAMETERS MENU Post-Installation Instructions: ------------------------------- After the installation of the patch the following features may be enabled using the SCHEDULING PARAMETERS [SD PARM PARAMETERS] option: 1) Add A Blank Line Between Appointments in Print Scheduling Letters [SDPRLETTERS]. 2) For VistA Scheduling Option Display Appointments [SDDISPPEND] allow a site the ability to included additional header text which could include Station Name, Station Address, Station Phone Numbers, etc. 3) For VistA Scheduling Option Display Appointments [SDDISPPEND] allow a site the ability to exclude clinic appointments for administrative clinics. After the functionality has been enabled, if for some reason a site determines it no longer wants the functionality enabled, it can be disabled using the same option. This can be done as follows: For Enable Blank Line and Exclude Admin Clinics Select OPTION NAME: SCHEDULING ParAMETERS SD PARM PARAMETERS Scheduling Parameters Scheduling Parameters ...HMMM, THIS MAY TAKE A FEW MOMENTS......... Scheduling Parameters Aug 31, 2018@10:03:47 Page: 1 of 6 *** Site Demographics *** Site: ALBANY Scheduling Version: 5.3 *** Editable Site Parameters *** Appt. Search Threshold: 30 Appt. Update Mail Group: DGPM UR ADMISSION >>> Dispositioning <<< NPCDB Mail Group: DGPM UR ADMISSION Default for View Check Out: YES Late Activity Mail Group: DGPM UR ADMISSION API Messages Mail Group: DGPM UR ADMISSION Allow '^' out of Class.: YES API Messages to Process: ERRORS ONLY Enable Blank Line?: NO Exclude Admin Clinics: NO + Enter ?? for more actions CL Clinic Print Manager EP Edit Parameters ET Edit Header Text DV Div Print Manager EV Edit Div Params Select Action: Next Screen// EP Edit Parameters APPT SEARCH THRESHOLD: 30// APPT. UPDATE MAIL GROUP: DGPM UR ADMISSION// NPCDB MAIL GROUP: DGPM UR ADMISSION// VIEW CHECK OUT INFO DEFAULT: YES// LATE ACTIVITY MAIL GROUP: DGPM UR ADMISSION// API ERRORS MAIL GROUP: DGPM UR ADMISSION// API NOTIFICATIONS TO PROCESS: ERRORS ONLY// ALLOW UP-ARROW OUT OF CLASSIFICATION: YES// ENABLE BLANK LINE?: NO// YES YES EXCLUDE ADMIN CLINICS?: NO// YES YES ...SORRY, THIS MAY TAKE A FEW MOMENTS......... For Additional Header Text fields ...SORRY, THIS MAY TAKE A FEW MOMENTS......... Scheduling Parameters Aug 31, 2018@10:04:34 Page: 1 of 6 *** Site Demographics *** Site: ALBANY Scheduling Version: 5.3 *** Editable Site Parameters *** Appt. Search Threshold: 30 Appt. Update Mail Group: DGPM UR ADMISSION >>> Dispositioning <<< NPCDB Mail Group: DGPM UR ADMISSION Default for View Check Out: YES Late Activity Mail Group: DGPM UR ADMISSION API Messages Mail Group: DGPM UR ADMISSION Allow '^' out of Class.: YES API Messages to Process: ERRORS ONLY Enable Blank Line?: YES Exclude Admin Clinics: YES + Enter ?? for more actions CL Clinic Print Manager EP Edit Parameters ET Edit Header Text DV Div Print Manager EV Edit Div Params Select Action: Next Screen// ET Edit Header Text Select INSTITUTION: Select INSTITUTION: TROY NY OCS 474 Are you adding 'TROY' as a new ADDITIONAL HEADER TEXT? No// Y (Yes) Select HEADER TEXT: Select HEADER TEXT: 765 DALE STREET COLUMBUS OHIO 75432 Are you adding '765 DALE STREET COLUMBUS OHIO 75432' as a new HEADER TEXT (the 1ST for this ADDITIONAL HEADER TEXT)? No// Y (Yes) PRINT STARTING AT FIRST LINE?: Y YES Select HEADER TEXT: Select INSTITUTION: Back-Out Plan: ------------- Backout/Rollback Strategy: ========================== See the Deployment/Installation/Roll Back/Back-out Guide for backout/rollback procedures and strategy. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 11 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDDPA Before: B24783116 After: B45995999 **140,334,545,705** Routine Name: SDLT Before: B29114101 After: B31344433 **185,213,281,330,398,523,441, 555,622,641,680,705** Routine Name: SDPARM Before: B12429112 After: B24363657 **27,132,705** Routine Name: SDPARM1 Before: B2578758 After: B6141988 **27,705** Routine Name: SDPARM2 Before: B993830 After: B2250043 **27,132,705** Routine list of preceding patches: 132, 545, 680 ============================================================================= User Information: Entered By : Date Entered : JUL 17, 2018 Completed By: Date Completed: DEC 05, 2018 Released By : Date Released : DEC 06, 2018 ============================================================================= Packman Mail Message: ===================== $END TXT