$TXT Created by T at DEVVVV.DOMAIN.EXT (KIDS) on Monday, 09/30/19 at 12:13 ============================================================================= Run Date: DEC 17, 2019 Designation: SD*5.3*686 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #596 Status: Released Compliance Date: JAN 21, 2020 ============================================================================= Associated patches: (v)SD*5.3*679 <<= must be installed BEFORE `SD*5.3*686' (v)SD*5.3*701 <<= must be installed BEFORE `SD*5.3*686' (v)SD*5.3*717 <<= must be installed BEFORE `SD*5.3*686' Subject: VISTA CHANGES FOR VS GUI 1.6.0 Category: - Routine - Data Dictionary - Print Template - Sort Template - Other Description: ============ ***************************************************************************** GUI UPDATE NOTICE --------------------------------------------------------------------------- The VistA Scheduling (VS) Graphical User Interface (GUI) v1.6.0 and VistA patch SD*5.3*686 provide additional enhancements to the VS GUI v2.0.0.15. SD*5.3*686 requires the installation of VS GUI version 1.6.0 to properly function. Both SD*5.3*686 and VS GUI version 1.6.0 must be coordinated and installed at the same time during the same maintenance window. ***************************************************************************** This patch contains the VistA components necessary to support the 1.6.0 release of VistA Scheduling Enhancements (VSE). The GUI changes are described in SD*5.3*690 (informational). This patch also contains modifications to routines (SDECAR1 and SDECAR2) and Remote Procedure Calls (RPCs) (SDEC ARGET, SDEC ARSET, and SDECAR1 ARGUID) as well changes to FileMan files (SDEC APPT REQUEST, #409.85) related to the future enhancement of the integration of Scheduling Manager functionality into the VS GUI. See the Service Desk Tickets section for a detailed list of issues fixed by this patch. Patch Components ================ Files & Fields Associated: File Name (#) New/Modified/ Sub-file Name (#) Field Name (Number) Deleted ------------------- --------------------------------- ------------- SDEC APPT REQUEST (#409.85) MODIFIED VAOS GUID (#5) NEW SDEC CONTACT (#409.86) MODIFIED SD AUDIT STATISTICS (#409.97) NEW SCHEDULER (#.01) NEW DATE (#1) NEW PATIENT CONTACTS (#2) NEW APPT REQUESTS (#3) NEW APPT APPOINTMENTS MADE (#4) NEW APPT CLOSED (#5) NEW MRTC OPENED (#6) NEW MRTC CLOSED (#7) NEW EWL ENTRIES (#8) NEW EWL APPOINTMENTS MADE (#9) NEW EWL CLOSED (#10) NEW PtCSch ENTRIES (#11) NEW PtCSch APPOINTMENTS MADE (#12) NEW CONSULT APPOINTMENTS MADE (#13) NEW APPOINTMENTS CANCELLED (#14) NEW TOTAL ACTIONS (#15) NEW Bulletins Associated: New/Modified/ Bulletin Name Deleted ------------- ------------- N/A Dialogs Associated: New/Modified/ Dialog Name Deleted ----------- ------------- N/A Forms Associated: New/Modified/ Form Name File Name (Number) Deleted --------- ------------------ ------------- N/A Functions Associated: New/Modified/ Function Name Deleted ------------- ------------- N/A HL Logical Link: New/Modified/ HL Logical Name Deleted --------------- ------------- N/A HL7 Application Parameters: New/Modified/ HL7 Parameter Name Deleted ------------------ ------------- N/A HLO Application Registry: HLO Registry Name Deleted ----------------- ------------- N/A Help Frames Associated: New/Modified/ Help Frame Name Deleted --------------- ------------- N/A Mail Groups Associated: New/Modified/ Mail Group Name Deleted --------------- ------------- N/A Options Associated: New/Modified/ Option Name Type Deleted ----------- ---- ------------- CLINICAL SCHEDULING PROCEDURE CALLS [SDECRPC] Broker MODIFIED COMPILE AUDIT REPORT FOR A SELECTED Routine NEW DATE [SDEC COMPILE AUDIT REPORT] COMPILE YESTERDAY'S AUDIT REPORT [SDEC AUDIT REPORT JOB] Routine NEW PRINT VISTA SCHEDULING AUDIT REPORT [SDEC PRINT AUDIT REPORT] RELEASE APPOINTMENT REQUEST LOCKS[SDEC RELEASE LOCKS] Routine NEW SUPERVISOR MENU [SDSUP] Menu MODIFIED Parameter Definitions: New/Modified/ Parameter Name Deleted -------------- ------------- N/A Parameter Template: New/Modified/ Template Name Deleted ------------- ------------- N/A Protocols Associated: New/Modified/ Protocol Name Deleted ------------- ------------- SDEC ADD APPOINTMENT MODIFIED Remote Procedures Associated: New/Modified/ Remote Procedure Name Deleted --------------------- ------------- SDEC ARGET MODIFIED SDEC ARSET MODIFIED SDEC RESCE NEW SDEC SUMMGET2 NEW SDECAR1 ARGUID NEW Security Keys Associated: New/Modified/ Security Key Name Deleted ----------------- ------------- N/A Templates, Input Associated: New/Modified/ Template Name Type File Name (Number) Deleted ------------- ---- ------------------ ------------- N/A Templates, List Associated: New/Modified/ Template Name Type Deleted ------------- ---- ------------- N/A Templates, Print Associated: New/Modified/ Template Name Type File Name (Number) Deleted ------------- ---- ------------------ ------------- SDEC AUDIT DATE PRINT Print SDEC AUDIT STATISTICS (#409.97) NEW Templates, Sort Associated: New/Modified/ Template Name Type File Name (Number) Deleted ------------- ---- ------------------ ------------- SDEC AUDIT REPORT BY DATE Sort SDEC AUDIT STATISTICS (#409.97) NEW Additional Information: N/A New Service Requests (NSRs) ---------------------------- N/A Patient Safety Issues (PSIs) ----------------------------- N/A Service Desk Ticket(s) & Overview ----------------------------------------------- 1. R18120703FY18/RTC 682003 Audit Data Error after selecting ALL in Audit Report Problem: ------- In the Audit Report, when the user chooses ALL to run the report for all schedulers, the system hangs for several minutes attempting to load data, then finally returns an RPCException error code when the connection times out. This also terminates the user's connection to VistA until they close and reopen VS GUI. Resolution: ---------- The data for the Audit Report is now compiled by a nightly job so that much less data needs to be transmitted to the client in order to use the report. Users will now be able to run the report for all schedulers without encountering the timeout. In addition, the PRINT VISTA SCHEDULING AUDIT REPORT [SDEC PRINT AUDIT REPORT] menu option will allow a VistA user to view or print the report in VistA. 2. R17856900FY18, R18564968FY18, R18648321FY18/RTC 682418 Reactivating completed consults Problem: ------- If an appointment is created for a consult, then the consult is marked as complete, then finally the appointment is canceled, the consult returns to the active status instead of remaining complete. Resolution: ---------- In this situation, the consult will now remain in the complete status. 3. R17415367FY18/RTC 682545 Incorrect lock handling in Resource Management (RM) Grid Problem: ------- When a user selects a request in the RM grid, the request is locked until another request is selected. If the user exits the program, the lock is not released. If a VistA user tries to use the previously locked request, they will be prevented from doing so. (To exacerbate this, the GUI was not handling locks correctly. The software would create a lock for a user without testing for a previous lock by another user. This issue was not visible to the GUI user. Resolution: ---------- The request that a user had locked when they log out is now unlocked correctly. In addition, if a user tries to work a request in the GUI that another user has locked, they will receive a message that the request is locked and which user holds the lock. Finally, a VistA option on the Supervisor menu has been added that will release all locks held by a user. 4. R17039175FY18/RTC 682084 Consult lookup interaction errors Problem: ------- When using clinic lookup in the VS GUI, if the user pauses typing, the input is wiped out and must be re-entered. A pop-up window appears if the user's input results in more than 50 matches and the input is erased. In addition, the user cannot refine the list of clinics returned by typing additional characters. Resolution: ---------- GUI changes made eliminating the pop-up window and responding to the user's input including narrowing the list of returned values when each additional character is entered. A new RPC was created for the GUI to support this change. The new RPC returns a more limited amount of data so that the GUI can respond more quickly to the user's input. 5. R18477670FY18/RTC 682444 and 682527 Remote facility not updated when appointments made for Interfacility Consults (IFCs). Problem: ------- When scheduling an appointment for an IFC, the remote facility is not notified. RPC code for VS GUI did not include functionality in VistA Scheduling for the generation of IFC notifications. Resolution: ---------- Modified the RPC code to call a VistA Scheduling Application Programming Interface (API) that generates IFC notifications. 6. RTC 820465 "Consult status after No Show" when executing Test Execution Record "Cancel appointment should not update status of consult if the consult is completed" Problem: ------- Under certain circumstances, a completed/cancelled/etc. consult can have an appointment scheduled against it. Resolution: ---------- Modified RPC code to block scheduling appointments for a consult unless it is pending or active. 7. RTC 855288 Comments entered while cancelling appointment in VS GUI not sent to Computerized Patient Record System (CPRS). Problem: ------- Comments entered while cancelling appointments scheduled from consult requests in VS GUI are not being sent to CPRS for display. Resolution: ---------- RPC code (SDEC APPDEL) modified to send cancel consult comments to CPRS. 8. RTC 860055 Comments entered while making an appointment in VS GUI not sent to CPRS Problem: ------- Comments entered while making appointments scheduled from consult requests in VS GUI are not being sent to CPRS for display. Resolution: ---------- RPC code (SDEC APPADD) modified to send consult comments to CPRS. 9. RTC 873867 Walk-in appointments should not be entered at the same time as a scheduled appointment Problem: ------- Walk-in appointments that are entered at the same time as a scheduled appointment appear on the VS GUI calendar but are not recorded in the PATIENT File (#2) nor in the HOSPITAL LOCATION File (#44). Resolution: ---------- RPC code modified to return rejection message to the user. Walk-in appointment not recorded. 10. INC2611037/RTC 896446 Missing patient pointer in REQUEST/CONSULTATION File (#123) causes SDECRMG RMG RPC to error out Problem: ------- An entry in the REQUEST/CONSULTATION File (#123) with a null patient pointer (field #.02) is not handled by VS GUI RPC. Resolution: ---------- RPC code modified to skip consult records with missing patient pointers. 11. INC3241214/RTC 882100 Consult mistakenly associated with closed Return To Clinic (RTC) order by SDEC APPADD RPC Problem: ------- The APPADD RPC checks the SDEC APPT REQUEST File (#409.85) when making an appointment, even when the appointment is being made from a consult request. If there is an appointment request for a closed RTC that has the same Internal Entry Number (IEN) as the consult (despite being in a different file), the RPC prevents the consult from being scheduled. Resolution: ---------- Modify APPADD RPC to only check the SDEC APPT REQUEST File (#409.85) if the appointment being scheduled is an APPT request. 12. R17265609FY18, R18547398FY18/RTC 883367 - All Multiple Return To Clinic(MRTC) appointments were automatically flagged as overbooks even when they were added to open slots. Because of this they counted against the daily overbook limit preventing legitimate overbooks from being scheduled. Problem: ------- All MRTC appointments were automatically flagged as overbooks even when they were added to open slots. Because of this, they counted against the daily overbook limit preventing legitimate overbooks from being scheduled. Resolution: ---------- GUI code modified to correct the reported defect. 13. RTC 951577 Expanded Entry Incorrect for Double Cancelled Appointments Problem: ------- If an appointment was cancelled, rebooked for the same patient, time, and clinic, and then cancelled again, the comments and appointment length from the first cancelled appointment would display instead of those from the second cancelled appointment. Resolution: ---------- Changed FIND^SDAM2 so that the information for the second cancelled appointment is correctly displayed. 14. RTC 957902 Appointment Status after Checked-In Appointment Cancelled from VistA Problem: ------- After an appointment is checked in, the check-in must be undone before a user can cancel the appointment in VS GUI. However, an appointment can be cancelled directly from the checked-in status in roll and scroll VistA. When a user cancels a checked-in appointment using roll and scroll, then a new appointment is created for the same patient, same time, and same clinic, then the new appointment will display as checked-in on the Pending Appointments list and calendar in VS GUI. (The correct status is reflected in Expand Entry.) Resolution: ---------- The previous check-in data is now cleared when the appointment record is reused so that the status no longer displays as checked in. Test Sites: ---------- Minneapolis Tomah 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 GUI User Guide VSE_VA_GUI_UG.PDF Binary VistA Scheduling Enhancements Technical Manual VSE_TM.PDF Binary Patch Installation: Pre/Post Installation Overview ------------------------------ This patch has a post-install routine, SD686PST, which will build the data for the new AD cross-reference in the SDEC CONTACT file (#409.86). It will also send a MailMan message to the installer with information on any consults found without a recorded patient. There is no need at this time to address these consults. The message is sent to maintain awareness. Post-installation, there are 2 tasks: 1) Schedule the audit statistics compiler to run early each morning in TaskMan 2) Compile enough previous audit statistics for reporting users. These tasks will be detailed in the Post-Installation Instructions section. Installation Instructions ------------------------- Install Time - less than 5 minutes. 1. Use the INSTALL/CHECK MESSAGE option on the PackMan menu. 2. From the Kernel Installation & Distribution System menu, select the Installation menu. Use the Install Package(s) option and select the package SD*5.3*686. 3. From this menu, you may select to use the following options (when prompted for INSTALL NAME, enter SD*5.3*686): 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 components of this patch (routines, DD's, templates, etc.). d. 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. 4. When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//, answer No. 5. When prompted "Want KIDS to INHIBIT LOGONs during the install? NO//" respond NO. 6. When prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//", respond NO Post-Installation Instructions ------------------------------ 1. SCHEDULE THE AUDIT REPORT JOB ----------------------------- Access the TASKMAN MANAGEMENT option [XUTM MGR]then select Schedule/Unschedule options. Schedule the SDEC AUDIT REPORT JOB option to run at some point in the early morning each day (such as 1:00 am) with a rescheduling frequency of one day (1D). 2. COMPILE DATA FOR THE AUDIT REPORT --------------------------------- Access the SDEC COMPILE AUDIT REPORT option. Enter the date range you wish to review. NOTE: In order for this report to have data, the SDEC AUDIT REPORT JOB Option must have been run. You can run the option as many times as needed to compile the report statistics. Compiling will be skipped if it has already been done for a given day. It is recommended that you compile only a single day the first time you use the option to gauge the amount of time required at your facility. Compiling audit statistics can be done at any time after installation that is convenient, but users will only be able to get data on the audit report that has been compiled. Back-Out Plan: ------------- Prior to installing the updated KIDS package, the site/region should have saved a backup of the routines in a mail message using the Backup a Transport Global [XPD BACKUP] menu option. The message containing the backed up routines can be loaded with the "Xtract PackMan" function at the Message Action prompt. The PackMan function, INSTALL/CHECK MESSAGE, is then used to install the backed-up routines onto the VistA system. Then unschedule the audit report job from the first post-install task. Optionally, remove the AD cross-reference and its data from the SDEC CONTACT File (#409.86). There is no functionality using this cross-reference after the routine changes are backed out. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 53 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SD686PST Before: n/a After: B21201631 **686** Routine Name: SDAM2 Before: B30803018 After: B31042321 **250,296,327,478,446,627,686** Routine Name: SDCNSLT Before: B41631358 After: B45406127 **478,496,630,627,686** Routine Name: SDEC Before:B133133924 After:B133133924 **627,643,642,651,658,665,672, 679,686** Routine Name: SDEC01C Before: n/a After: B69927064 **686** Routine Name: SDEC07 Before:B200567128 After:B201524444 **627,642,651,658,665,669,671, 672,701,686** Routine Name: SDEC07A Before: B84573487 After: B87285683 **627,642,651,679,686** Routine Name: SDEC07C Before: n/a After: B2886008 **686** Routine Name: SDEC51 Before:B173509385 After:B175129662 **627,642,651,658,686** Routine Name: SDEC57 Before:B115815412 After:B100290193 **627,642,658,665,701,686** Routine Name: SDECAR1 Before:B154809357 After:B167351251 **627,642,658,686** Routine Name: SDECAR2 Before:B191968590 After:B199967808 **627,642,658,671,686** Routine Name: SDECAUD Before: n/a After:B101121122 **686** Routine Name: SDECCON Before: B15794027 After: B17988891 **669,686** Routine Name: SDECLK Before: B9204662 After: B22769738 **627,686** Routine list of preceding patches: 679, 701 ============================================================================= User Information: Entered By : Date Entered : FEB 20, 2018 Completed By: Date Completed: DEC 17, 2019 Released By : Date Released : DEC 17, 2019 ============================================================================= Packman Mail Message: ===================== $END TXT