$TXT Created by at DEVVVV.DOMAIN.EXT (KIDS) on Monday? ============================================================================= Run Date: NOV 06, 2019 Designation: SD*5.3*723 Package : SD - SCHEDULING Priority: EMERGENCY Version : 5.3 SEQ #593 Status: Released Compliance Date: NOV 20, 2019 ============================================================================= Associated patches: (v)SD*5.3*722 <<= must be installed BEFORE `SD*5.3*723' Subject: FIX FOR APPTS WITH NO RESOURCE Category: - Routine - Print Template - Sort Template - Other Description: ============ ************************************************************************** * POTENTIAL ERRORS UPON INSTALL * *------------------------------------------------------------------------* * Please note that when installing SD*5.3*722 the site may receive * * APPTSTS+8^SDEC50 errors until SD*5.3*723, Fix for Appointments with No * * Resource is installed. These errors are a result of missing clinic * * resources. The site should no longer receive this error after * * installation of SD*5.3*723. Please ensure SD*5.3*723 is immediately * * installed after SD*5.3*722. * * * * If there is a delay in installing SD*5.3*723, it is possible that * * erroneous encounters will be opened. * ************************************************************************** This patch addresses a problem where the code that populated the Pending Appointments list could encounter a SUBSCRIPT error in a certain inconsistent data scenario and cause the VistA Scheduling Graphical User Interface (VS GUI) to crash. This inconsistent data is introduced when appointments are created in roll-and-scroll VistA Scheduling (not in VS GUI) for a clinic that does not have an entry in the ALOC cross-reference in the SDEC RESOURCE file (#409.831). This usually means that there is no matching resource for the clinic. In this case, the record in the SDEC APPOINTMENT file (#409.84) is created without a link to the SDEC RESOURCE (#409.831) file. To assist with identifying and correcting existing records with this inconsistent data, new FileMan print and sort templates are included as well as options that allow authorized users to inquire and edit appointments and resources and a utility that can be run interactively or automatically to link appointments to resources. User instructions for the templates and options, the appointment linking utility and to correct inconsistent data are listed below. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- N/A 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 ----------- ---- -------------------- Automatically Fix Appointments with No Resource [SDEC NO RES APPT AUTO FIX] Routine NEW Manually Fix Appointments with No Resource [SDEC NO RES APPT FIX] Routine NEW Appointments with missing resources [SDEC NULL RESOURCE] Routine NEW Clinics without matching resource list [SDEC MISSING RESOURCE] Routine NEW Edit resource of an appointment [SDEC APPOINTMENT EDIT] Edit NEW Appointment Inquiry [SDEC APPOINTMENT INQUIRY] Inquiry NEW Encounter Inquiry [SDEC ENCOUNTER INQUIRY] Inquiry NEW Create a resource [SDEC RESOURCE CREATE] Edit NEW Edit Resource [SDEC RESOURCE EDIT] Edit NEW Resource Inquiry [SDEC RESOURCE INQUIRY] Inquiry NEW Supervisor Menu [SDSUP] Menu MODIFIED Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- N/A Security Keys Associated: Security Key Name ----------------- N/A Templates Associated: New/Modified/ Template Name Type File Name (Number) Deleted ------------- ---- ------------------ -------------- SDEC MISSING RESOURCE Print HOSPITAL LOCATION (#44) NEW SDEC MISSING RESOURCE Sort HOSPITAL LOCATION (#44) NEW SDEC NULL RESOURCE Print SDEC APPOINTMENT (#409.84) NEW SDEC NULL RESOURCE Sort SDEC APPOINTMENT (#409.84) NEW Additional Information: N/A New Service Requests (NSRs): ---------------------------- N/A Patient Safety Issues (PSIs): ----------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- 1. RTC 997191 - SUBSCRIPT Error for Appointments with no Resource Pointer Problem: ------- It is possible, when making an appointment via roll-and-scroll VistA Scheduling, to create an entry in the SDEC APPOINTMENT file (#409.84) that lacks a pointer to the SDEC RESOURCE file (#409.831). (This cannot occur when creating the appointment using VS GUI.) This scenario exists when there is no link between the clinic and the resource in the resource file's ALOC cross- reference. Once one of these appointments exists, VS GUI will return a SUBSCRIPT error when loading appointments for the Pending Appointments list after selecting a patient, causing the GUI to crash. Resolution: ---------- The GUI will no longer crash in this instance, and "*CORRUPT DATA" will display in place of the name of the resource/clinic in the second column of the Pending Appointments list. If the appointment is corrected using the included utility, then the real clinic will appear instead of "*CORRUPT DATA". ========================================================================== The following are the user instructions for correcting clinics without a resource and appointments with a null resource: 1. Run Clinics without matching resource list [SDEC MISSING RESOURCE] option located on the Supervisor Menu [SDSUP] menu. 2. Fix resources for active clinic locations that are starred (***)in the DIFF? column according to addendum in User Guide provided by the Office of Veterans Access to Care (OVAC). For each active clinic listed, check to see if any resource for the clinic has the same name as the clinic. If yes, skip to the next clinic. Otherwise, determine if a clinic type resource exists (not marked N/A) on the list. a. If a clinic resource is listed for a starred location, follow the instructions below and edit the name using the Edit Resource [SDEC RESOURCE EDIT] option: Prompt Response ---------------------- ----------------------------- i. Select SDEC RESOURCE: Name of the resource identified above ii. RESOURCE Name of the clinic iii. RESOURCE TYPE CLINIC iv. HOSPITAL LOCATION Name of the clinic b. If no clinic resource is listed follow the instructions below and create a resource using the Create a Resource [SDEC RESOURCE CREATE] option: Prompt Response ---------------------- ----------------------------- i. Select SDEC RESOURCE: Name of the clinic ii. Are you adding '' as a new SDEC RESOURCE? Y iii. RESOURCE TYPE: H. iv. DATE/TIME ENTERED: NOW v. ENTERED BY USER: vi. HOSPITAL LOCATION: c. Repeat running report until all clinics have a matching resource. 3. Run report showing appointments with null resources. On the SDSUP menu, select the Appointments with missing resources option [SDEC NULL RESOURCE]. 4. Run one of the database fix options listed below. In either case, when prompted, enter a start date at least 365 days in the past (T-365). Please refer to the Addendum in the VSE User Guide on specific date entry guidelines. The fix options restore resource pointers for appointments that it can identify for the patient that have the same status, scheduler and date the appointment was made. The Manually Fix Appointments with No Resource [SDEC NO RES APPT FIX] option pauses for each appointment for which it finds a likely match, giving the user an opportunity to confirm each repair action, while the automatic process applies these changes without user interaction. a. Manually Fix Appointments with No Resource [SDEC NO RES APPT FIX] this option lists appointments with null resources, determines if there is a likely match by looking into the patient file and prompts the user to fix the appointment or bypass it. This option is not recommended by OVAC. b. Automatically Fix Appointments with No Resource [SDEC NO RES APPT AUTO FIX] - this option lists appointments with null resources, determines if there is a likely match by looking into the PATIENT (#2) file automatically fixes the appointment. No user interaction is required. Please refer to the addendum in the VSE User Guide for detailed instructions on correcting the data using the Automatically Fix Appointments with No Resource option. 5. After running one of the database fix options, repeat step #3. For each entry on the new report (if any), you will need to determine whether the appointment needs to be fixed. A past, cancelled appointment, for example, might be skipped. Active future appointments need to be fixed. The process to fix the appointments manually is as follows: a. Look at the patient's appointments in VistA for the same date and time and identify the clinic for the appointment. b. On the scheduling Supervisor menu [SDSUP], select the Edit resource for an appointment [SDEC APPOINTMENT EDIT] option. Prompt Response ---------------------- ----------------------------- i. Select SDEC APPOINTMENT ` Note: The ` character is on the same key as the ~ character in the upper left on the keyboard. ii. RESOURCE: Note: If a resource is shown following the prompt, you've probably entered the wrong appointment IEN. If a resource with the same name as the clinic does not exist, one needs to be created (see #2 above). Known Defects and Anomalies: An existing anomaly in the SDEC APPOINTMENT File (409.84) was brought to light when patches SD*5.3*722 and SD*5.3*723 were installed. The Pending Appointments List in the VSE GUI is now populated using data from the VSE SDEC Appointment File instead of data from the Patient File. Impact: When the SDCANCEL option is used to cancel clinic availability for all or part of a day, data in the appointment is updated in the HOSPITAL LOCATION File (#44) and in the PATIENT File (#2), but not in the SDEC APPOINTMENT File (#409.84). Therefore, when a set of appointments for a clinic has been cancelled using SDCANCEL option, the Pending Appointments List will show an incorrect appointment status of "Future Appointment" or "No Action Taken," even though the appointment has been cancelled and the clinic is closed. Workaround: When a patient calls to schedule a new appointment, if the appointment in the Pending Appointments list displays "Future Appointment" or "No Action Taken," the scheduler must also check the Calendar View to ensure the appointment is still valid. If the Calendar shows the day is blocked off, the appointment will still be visible on the schedule for the blocked off day. Cancelling the appointment from the Calendar will correctly cancel the appointment in VSE. Follow these steps in this order so that appointments will not be improperly displayed: 1. Manually cancel each individual appointment using VS GUI or VistA as Cancelled by Clinic. 2. Use the Cancel Clinic Availability option [SDCANCEL] to cancel the day, marking the day as unavailable to schedule. NOTE: Do Not Use Cancel Clinic Availability [SDCANCEL] first. This will automatically mark the appointments as cancelled in the HOSPITAL LOCATION File (#44) but not in the SDEC APPOINTMENT File (#409.84). ========================================================================== Test Sites: ---------- North Texas Fayetteville, NC Software and Documentation Retrieval Instructions: ---------------------------------------------------- Software being released as a host file and/or documentation describing the new functionality introduced by this patch are available. The preferred method is to retrieve files from download.vista.domain.ext. This transmits the files from the first available server. Sites may also elect to retrieve 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: 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 -------------------------------------------------------------------------- VistA Scheduling Enhancements User Guide VSE_UG.PDF Binary Patch Installation: Pre/Post Installation Overview: ------------------------------- Pre-Installation Instructions: 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. Patch SD*5.3*723 should be installed immediately after Patch SD*5.3*722. If there is a delay in installing SD*5.3*723, it is possible that erroneous encounters will be opened. No pre- or post-installation steps are required. 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 number (ex. SD*5.3*723): 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 this patch is installed. It compares all components of this patch routines, DDs, 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. From the Installation Menu, select the Install Package(s) option and choose the patch to install. 5. When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES//', respond YES. 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//', respond NO. 7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//', respond NO. 8. If prompted 'Delay Install (Minutes): (0 - 60): 0//' respond 0. Back-Out Plan: -------------------- In order to back out this patch: 1. restore the transport global that was saved in Step 3.a. of the installation. 2. Delete the sort and print templates that were included in the patch. a. SDEC MISSING RESOURCE (Print) b. SDEC MISSING RESOURCE (Sort) c. SDEC NULL RESOURCE (Print) d. SDEC NULL RESOURCE (Sort) 3. Delete the new options from SDSUP. a. [SDEC NO RES APPT AUTO FIX] b. [SDEC NO RES APPT FIX] c. [SDEC NULL RESOURCE] d. [SDEC MISSING RESOURCE] e. [SDEC APPOINTMENT EDIT] f. [SDEC APPOINTMENT INQUIRY] g. [SDEC ENCOUNTER INQUIRY] h. [SDEC RESOURCE CREATE] i. [SDEC RESOURCE EDIT] j. [SDEC RESOURCE INQUIRY] 4. Delete the new options. a. [SDEC NO RES APPT AUTO FIX] b. [SDEC NO RES APPT FIX] c. [SDEC NULL RESOURCE] d. [SDEC MISSING RESOURCE] e. [SDEC APPOINTMENT EDIT] f. [SDEC APPOINTMENT INQUIRY] g. [SDEC ENCOUNTER INQUIRY] h. [SDEC RESOURCE CREATE] i. [SDEC RESOURCE EDIT] j. [SDEC RESOURCE INQUIRY] Checksum Note: Please be aware that there was a HOTFIX released for the routine SDEC50 that was applied to some sites and not others. It was not a patch and was added manually. This will cause some before checksums for this patch. 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: SDEC50 Before:B161237359 After:B165813690 **627,658,665,672,722,723** Routine Name: SDECDATA Before: n/a After: B33222031 **723** Routine Name: SDVSIT2 Before: B3594172 After: B4100533 **27,44,132,723** Routine list of preceding patches: 132, 722 ============================================================================= User Information: Entered By : Date Entered : JAN 10, 2019 Completed By: Date Completed: NOV 06, 2019 Released By : Date Released : NOV 06, 2019 ============================================================================= Packman Mail Message: ===================== $END TXT