$TXT Created by at CHY0017D.FO-BAYPINES.DOMAIN.EXT (KIDS) on Thursday, 12/16/21 at 17:04 ============================================================================= Run Date: DEC 28, 2021 Designation: SD*5.3*801 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #655 Status: Released Compliance Date: JAN 12, 2022 ============================================================================= Associated patches: (v)SD*5.3*800 <<= must be installed BEFORE `SD*5.3*801' (v)SD*5.3*679 <<= must be installed BEFORE `SD*5.3*801' Subject: VS GUI VERSION 1.7.16.2 Category: - Routine - Other Description: ============ VistA Scheduling (VS) Graphical User Interface (GUI) Release 1.7.16.2 and SD*5.3*801 includes several defect corrections and enhancements. This release introduces "Block and Move" functionality, adds "Preferred Gender" field to Patient Information section of the VS GUI, updates VistA (roll and scroll) to reopen the appointment request when an appointment is cancelled. Additionally, the release updates the GUI to log VA Video Connect (VVC) errors, updates patient information Remote Procedure Call (RPC) to return preferred gender, adds SDES User Profile RPC, includes a change to store Security Token Storage (STS) token so the user does not need to log in every time a web service is called, adds in SDES RPCs to prepare for future integrations, and remediates 508 findings in the Add Clinic Group form. The release also corrects two defects. The first defect is where the Request Management (RM) Grid does not refresh after adding appointment request comments. The second defect was logic that removed the VVS Appointment ID. ************************************************************************** * GUI UPDATE NOTICE * *----------------------------------------------------------------------- * * This patch MUST be installed before the GUI update for release * * 1.7.16.2 of VS is installed. * * * * * * * * * * The previous version of the VS GUI will not operate after this * * patch is installed. Therefore, VS GUI v1.7.16.2 and VistA patch * * SD*5.3*801 must be coordinated and installed during the same * * maintenance window. * * * * * ************************************************************************** Patch Components: ----------------- Files & Fields Associated: -------------------------- File Name (Number) Field Name New/Modified/Deleted ------------------ ---------- -------------------- Forms Associated: Form Name File Number New/Modified/Deleted --------- ----------- -------------------- N/A Mail Groups Associated: ----------------------- Mail Group Name New/Modified/Deleted --------------- -------------------- N/A Options Associated: ------------------- Option Name Type New/Modified/Deleted ----------- ---- -------------------- SDECRPC Broker (Client/Server) Modified Protocols Associated: --------------------- Protocol Name New/Modified/Deleted ------------- -------------------- N/A Security Keys Associated: ------------------------- Security Key Name ----------------- N/A Templates Associated: --------------------- Template Name Type File Name (Number) New/Modified/Deleted ------------- ----------------------- -------------------- Remote Procedures Associated: ----------------------------- Remote Procedure Name New/Modified/Deleted --------------------- -------------------- SDEC GETREGA Modified SDES CANCEL APPT New SDES GET USRPROFILE New Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: ----------- 1) VSE-197: Add Clinic Group - Remediate 508 findings in Add Clinic Group Form Problem: Address the Add Clinic Group window to be 508-compliant, so that a user can easily use assistive technology to manage appointments in VS GUI. Resolution: Address all 508 findings in the Add Clinic Group form in VS GUI. The recommendations below were prepared by the Enterprise Program Management Office (EPMO), Software Testing and 508 Division on July 23, 2019: 1. Make sure that information, structure, and relationships conveyed through presentation can be understood (programmatically determined). 2. Make sure that color is not used as the only visual means of conveying, indicating an action, prompting a response, or distinguishing a visual element. 3. Make sure that the color contrast ratio for text or images of text is at least 4.5:1. 4. Make sure that functionality of content is operable through a keyboard interface. 5. Make sure that focusable components in the content receive focus in an order that preserves meaning and operability. 6. Make sure that no change of context is initiated solely by a component receiving focus. Make sure one of the following is true: 7. A change of context is not initiated simply by an input receiving focus. 8. If an input receiving focus initiates a change of context, a user must be advised of this behavior. 9. Make sure that error messages are described to the user in text. 10. Make sure that labels and instructions are provided when content requires user input. 11. Make sure that error messages provide appropriate suggestions for the correction of an input error. 12. Make sure that content is properly encoded and can convey correct information to assistive technology. 13. Make sure that the name, role, state, or value of user interface elements in the product can be understood (programmatically determined). 14. Make sure at least one mode of operation that enables users to make use of limited vision is provided. 15. Make sure documentation in electronic format, including Web-based self-service support, conform to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0. 2) VSE-1206: VistA: Rewrite SDEC APPDEL in SDES Problem: Need to rewrite SDEC APPDEL in SDES namespace. This story is for cancelling an appointment in 409.84 only. The same work for HOSPITAL LOCATION and PATIENT files will be covered in separate stories. Also note that business logic should be handled at the Enterprise Appointment Services (EAS) layer-omit business logic and Document all business rules for future implementation in EAS layer. Resolution: RPC SDES CANCEL APPT was created to support this request including routine SDESCANCELAPPT and updating routine SDESJSON to include appropriate error messages. 3) VSE-1787: .NET: Update VS GUI to log VVC errors. Problem: Update the VS GUI to log VVC web service errors so that the root cause is easier to identify. Resolution: Updated the VS GUI to log VVC web service errors so that the root cause is easier to identify. 4) VSE-1813: VistA: Create SDES User Profile RPC Problem: Need to create a new RPC to return VPID (or Internal Entry Number (IEN) and Station ID), user name, scheduling options and keys for VSE GUI user in JSON format. Resolution: RPC SDES GET USRPROFILE was created to support this request including routine SDESGETUD and updating routine SDESJSON to include appropriate error messages. 5) VSE-1883: Entered Comments on the edit request are not showing up on the request in the RM Grid until the user refreshes the GUI. Problem: Entered comments on the edit request are not showing up on the request in the RM Grid until the user refreshes the GUI. Solution: The RM Grid now automatically refreshes so that comments display after they are entered. 6) VSE-1886: VistA: Update VistA to reopen appointment request when Canceling Problem: Update VistA so that the appointment request is reopened when an appointment is canceled through roll-and-scroll VistA. This update should include a check to ensure the user has the correct scheduling key. Resolution: The VistA roll-and-scroll option Cancel Appointment [SD CANCEL APPOINTMENT] was updated to re-open the appointment request when the corresponding appointment is canceled. 7) VSE-1893: VistA: Updates to Block and Move Problem: The VS GUI needs to be updated to support the following actions for an existing appointment. * Users can move an appt from a single appt slot to an appointment slot in another clinic at the same time and all business rules that apply to APPADD apply to the new appointment. * If destination clinic has anything scheduled within original duration, user cannot block and move. * If destination is an overbook (but nothing is scheduled during that timeframe), user need to have the SDOB security key. * If appointment is an overbook, check to ensure there are no other appointments at that time before allowing block and move (same time, overlapping, within the appointment). * If appointment is in defined appointment slot, the appointment slot must be a single appointment slot. Cannot block and move on a multi-slot. * If either the originating clinic or the destination clinic is restricted clinic, the user must be a privileged user in that clinic. * The appointment cannot be moved to another clinic if the start time of the appointment is outside of clinic hours of the destination clinic (i.e. before the destination clinic appointment slots begin). * The destination clinic must have an increment of the time slot of the appointment we are moving (if moving 30-minute appointment, new clinic must be 30-min or an increment of 30). * If moving from a clinic with 30-minute slots to a clinic with 60 minute slots, software needs to ensure original clinic can be blocked for 60 minutes. If this can't be done, user should be notified. * Users should not use the new Block & Move functionality until they have completed the Block & Move training. Resolution: The RPC that supports the Block and Move logic was updated to support these additional requirements. In addition, the RPC was renamed from SDES MAKE APPT BLOCK AND MOVE to SDES CREATE APPT BLK AND MOVE to comply with new naming conventions. 8) VSE-1896: Security Token Storage (STS) - VS GUI Problem: Work out STS token storage and JSON Web Token (JWT) storage, refreshing, timeouts, etc., when EAS is exposed and is called from VSE GUI. Store STS token so that users do not have to log in every time they call an EAS web service. Solution: Upon booking a Video Visit, the user selects a certificate. The certificate's serial number is now saved for this session and will be used should the user need to book another Video Visit. This behavior now occurs when the user logs in with access/verify codes. Previously, this behavior occurred if the user logged in with PIV. 9) VSE-1901: .NET GUI: Update to display preferred gender Problem: The Select Patient section of the VS GUI home screen needs to be updated to display the preferred gender. Resolution: The Select Patient section of the VS GUI home screen has been updated to display the preferred gender of the patient. 10) VSE-1902: VistA: Update patient info RPC to return preferred gender Problem: Patient Preferred Gender needs to be displayed on the Select Patient section VS Scheduling GUI. Resolution: Modification was made to RPC SDEC GETREGA to send Preferred Gender. 11) VSE-2053: VistA: Block and Move Appointment in available slot is displaying as overbook appointment in Expand Entry. Problem: When you do and Expand Entry on an appointment that has been Block & Moved, the Overbook field is always shown as OVERBOOK, even when the appointment is not an overbook. Resolution: Minor updates were made to routines SDEC07, SDESBLKANDMOVE and SDESBLKANDMOVE1 to properly evaluate and store the data in the HOSPITAL LOCATION (#44) file so that it will correctly display in the Overbook field of the Expand Entry screen. 12) VSE-2070: VistA: Update Block and Move functionality to account for PtCSch Problem: When doing a Block & Move on an appointment that was a Recall, the Appointment Request Type information from the original appointment is not being saved to the new appointment. Resolution: SDESBLKANDMOVE was updated to save the Appointment Request Type information from the original appointment to the new appointment. 13) VSE-2098: VistA: Cancelling of VVS appointment should not delete VVS Appointment ID Problem: When an appointment that has a Video visit attached is cancelled, the current logic is clearing out the VVS Appointment ID. Resolution: Removed logic that was deleting the VVS Appointment ID. Test Sites: ----------- Detroit, MI (DET) Providence, RI (PRO) Software and Documentation Retrieval Instructions: ---------------------------------------------------- Software is distributed by PackMan message and MSI software. NOTE: There are two installation files. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_16_2_P.MSI is the production VS GUI installation file. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_16_2_T.MSI is the preproduction VS GUI file. Other Software Files: This release also includes documentation and other software files. They can be obtained at: https://download.vista.domain.ext/index.html/SOFTWARE/ Documentation Title File Name FTP Mode -------------------------------------------------------------------------- VS GUI R1.7.16.2 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_16_2_P.MSI Binary VS GUI R1.7.16.2 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_16_2_T.MSI Binary VS GUI R1.7.16.2 VDD VS_GUI_1_7_16_2 VDD Binary VS GUI R1.7.16.2 DIBR VS_GUI_1_7_16_2 DIBR Binary VS GUI R1.7.16.2 Release Notes VS_GUI_1_7_16_2 RN Binary VS GUI R1.7.16.2 Technical Manual VS_GUI_1_7_16_2 TM Binary VS GUI R1.7.16.2 User Guide Addendum VS_GUI_1_7_16_2_UG_ADD Binary PIMS Technical Manual PIMS_TM Binary Documentation describing the new functionality is included in this release. Documentation can be found on the VA Software Documentation Library at: https://www.domain.ext/vdl/ Patch Installation: ------------------- GUI Installation Instructions: ------------------------- Sites using the System Center Configuration Manager (SCCM) push process for installations can find the build documents in the following locations: - CMCB Build Document (Production): https://vaww.eie.domain.ext/SysDesign/CS/DTStatus/SitePages/Build%20Documents. aspx?pid=216 - CMCB Build Document (Test): https://vaww.eie.domain.ext/SysDesign/CS/DTStatus/SitePages/Build%20Documents. aspx?pid=228 Sites that employ the VistA Consolidated Server (VACS) installation process will be alerted to the new GUI via an action item from Office of Information and Technology (OIT) Information Technology Operations and Services (ITOPS). Follow the detailed instructions in the Action Item email for VACS installation. The IO HBMC FO Application Division will lead and coordinate deployment activities with EUO, Client Technology, Citrix Back Office, and Area Managers, and other OIT and business partners as required. The released software package is available at: https://download.vista.domain.ext/index.html/SOFTWARE Implementation Manager Point of Contact: Name: Yoojin Lee Phone: 206-277-4608 Email: Yoojin.Lee@domain.ext Pre/Post Installation Overview: ------------------------------- Routine SDEC801P will update SDEC SETTINGS (#409.98) FILE. Routine will run at the end of patch installation process. Pre-Installation Instructions: ------------------------------ N/A Setup/Configuration 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. It is not recommended that this patch be queued. 1. Choose the PackMan message containing this patch. 2. Choose the INSTALL/CHECK MESSAGE PackMan option. 3. From the KIDS Menu, select the Installation Menu. From this menu, you may elect to use the following options. When prompted for the INSTALL NAME, enter SD*5.3*801. a. Backup a Transport Global - This option will create a backup message of any components exported with this patch. You are prompted to select "R" for Routines or "B" for Build. For this patch, backing up the "B"uild is suggested. Select one of the following: B Build R Routines Enter response: Build 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 when prompted for the INSTALL NAME, enter SD*5.3*801. 5. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//' respond NO. 6. When prompted "Want KIDS to INHIBIT LOGONs during the install? NO//" respond NO. 7. If prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//" respond NO. 8. If prompted "Delay Install (Minutes): (0 - 60): 0//" respond 0. Post-Installation Instructions: ------------------------------- Post install routine SDEC801P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDEC801P routine using the Delete Routines [XTRDEL] if they wish. Back-Out Plan/Roll Back Plan: ----------------------------- Install the backup message created during the installation of SD*5.3*801. The VS GUI NATIONAL and VS GUI LOCAL entries in the SDEC SETTINGS (#409.98) file needs to be reverted to 1.7.15.0 If 1.7.16.2 VS GUI was installed, it will need to be reverted to VS GUI 1.7.15.0. See Deployment, Installation, Back Out and Rollback Guide (DIBR) https://download.vista.domain.ext/index.html/SOFTWARE/VS_GUI_1_7_16_2_ DIBR.PDF. 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: SDCNP0 Before: B42360132 After: B42684732 **132,167,478,517,572,592,627, 658,801** Routine Name: SDEC07 Before:B176107133 After:B179347370 **627,642,651,658,665,669,671, 672,701,686,740,694,785,788, 790,799,801** Routine Name: SDEC08 Before:B188278472 After:B186981445 **627,651,658,665,722,740,744, 694,745,756,774,781,785,790, 792,796,797,799,801** Routine Name: SDEC09 Before: B94558695 After: B98851058 **627,642,658,679,801** Routine Name: SDEC801P Before: n/a After: B6230110 **801** Routine Name: SDECVVS Before: B40914392 After: B40914392 **781,784,785,788,790,792,800,801** Routine Name: SDECVVSJSON Before: B14869168 After: B14869168 **797,801** Routine Name: SDES Before: B31317363 After: B32834915 **788,790,792,794,797,799,800,801** Routine Name: SDESBLKANDMOVE Before:B233574443 After:B205490208 **797,799,800,801** Routine Name: SDESBLKANDMOVE1 Before: B23739419 After: B35273397 **800,801** Routine Name: SDESCANCELAPPT Before: n/a After: B5353569 **801** Routine Name: SDESCLINICUTIL Before: n/a After: B608778 **801** Routine Name: SDESGETUD Before: n/a After: B9543466 **801** Routine Name: SDESJSON Before: B56037873 After: B57827676 **788,794,797,799,800,801**Aug 13, 1993 Routine Name: SDESUTIL Before: n/a After: B941046 **801** Routine list of preceding patches: 679, 800 ============================================================================= User Information: Entered By : Date Entered : NOV 03, 2021 Completed By: Date Completed: DEC 28, 2021 Released By : Date Released : DEC 28, 2021 ============================================================================= Packman Mail Message: ===================== $END TXT