$TXT Created by G at CHY0016.FO-BAYPINES.DOMAIN.EXT (KIDS) on Thursday, 05/12/22 at 11:58 ============================================================================= Run Date: JUN 24, 2022 Designation: SD*5.3*816 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #669 Status: Released Compliance Date: JUL 11, 2022 ============================================================================= Associated patches: (v)SD*5.3*815 <<= must be installed BEFORE `SD*5.3*816' Subject: VS GUI VERSION 1.7.25.0 Category: - Routine - Enhancement (Mandatory) Description: ============ VistA Scheduling (VS) Graphical User Interface (GUI) Release 1.7.25.0 and SD*5.3*816 includes several defect corrections and enhancements including adding locking logic to processes that update Consult records and to return notification that an order is locked by another user and that no updates can be made until the existing uses releases the order. The VS GUI was updated to allow clerk to indicate when demographics are verified. All error messages returned to the VS GUI were moved from a routine based structure to a file-based structure. The Appointment calendar in the VS GUI was streamlined based on 508 guidelines to increase the efficiency of users interfacing with assistive technologies. The VS GUI was updated to be more user friendly by staggering the launching of various screens which will increase the overall speed of the application. Existing SDES name spaced RPCs that are not to be used were identified and will be deleted by the patch. The new RPCs SDES GET APPT CHECK-IN STEP 2 and SDES GET APPT CHECK-IN STEPS 2 were created and utilize ISO 8601 dates. These RPCs will replace SDES GET APPT CHECK-IN STEP and SDES GET APPT CHECK-IN STEPS respectively. The SDES GET CLIN AVAILABILITY RPCs was updated to return a properly formatted JSON Object. The SDESPATRPC routine was updated to account for the 365-day requirement for federal insurance. The VS GUI was updated to turn virtualization off for the lists with drag n drop attached. ************************************************************************** * GUI UPDATE NOTICE * * ---------------------------------------------------------------------- * * This patch MUST be installed before the GUI update for release * * 1.7.25.0 of VS is installed. * * * * * * * * * * The previous version of the VS GUI will not operate after this * * patch is installed. Therefore, VS GUI v1.7.25.0 and VistA patch * * SD*5.3*816 must be coordinated and installed during the same * * maintenance window. * * * * * ************************************************************************** Patch Components: ----------------- Files & Fields Associated: -------------------------- File Name (Number) Field Name New/Modified/Deleted ------------------ ---------- -------------------- SDES ERROR CODES (#409.93) New ERROR CODE/NUMBER (#.01) New ERROR CATEGORY (#.02) New ERROR TEXT (#1) New 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 ----------- ---- -------------------- SDESRPC 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 --------------------- -------------------- SDES CANCEL APPT Deleted SDES CANCEL APPT #2 Deleted SDES CANCEL APPT #44 Deleted SDES CREATE APPT #2 Deleted SDES CREATE APPT #409.84 Deleted SDES CREATE APPT #44 Deleted SDES EDIT APPT #2 Deleted SDES EDIT APPT #409.84 Deleted SDES EDIT APPT #44 Deleted SDES GET APPT #44 Deleted SDES GET APPT CHECK-IN STEP 2 New SDES GET APPT CHECK-IN STEPS 2 New SDES GET CLIN AVAILABILITY Modified Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-2352: VistA: Update SDEC APPADD to check for lock on Orders file. Problem: CTM team has reported that possibly VSE code is not checking for a lock on the ORDER entry when creating an appointment. Need to verify that when making an appointment from an RTC order, we are checking for a lock on that entry in the ORDER file (#100) and if that entry is being edited do not create the appointment from the RTC order. Resolution: Routines SDEC07 and SDEC07C were updated with locks and lock validation logic. 2) VSE-2790: .NET: Update GUI to allow clerk to indicate demographics are verified. Problem: Based on improved understanding of pre-checkin needs, we need to update VS GUI to allow clerks to indicate that they have verified a patient's demographics. Currently, the clerk can edit certain demographics. This addition would mirror the veteran experience and allow a clerk to indicate that the existing demographics information is accurate (verified). We also need to present an option for the clerk to view/update demographics at the check-in window if demographics are marked as "needs update". Include waiting indicator after demographics web service has been called (in checkin window). Resolution: Changed appointment gateway logic to show error to user if -1 or 0 is returned at the start of SDEC EDIT PAT PRE-REGISTRATION, instead of just -1. 1 is returned for successful calls. 3) VSE-2859: VistA: SDES GET CLIN AVAILABILITY Can this be converted to a real JSON object structure. Problem: The response data from this RPC is an array of '^' delimited strings. Can this be converted to a real JSON object structure. Resolution: The SDESCLINICAVAIL routine was updated to return the data as a JSON object. 4) VSE-2899: .NET: Update GUI to notify user that order is locked on appointment schedule. Problem: If APPADD returns notification that order is locked, display notification to user that appointment cannot be scheduled because order is locked by another user. Resolution: 5) VSE-2900: VistA: Convert SDESJSON routine to store errors in file. Problem: Convert error codes from SDESJSON into file. Create/modify existing API to retrieve error information from new file. Resolution: The new SDES ERROR CODES (#409.93) file was created to store all current and future error codes. The existing codes were removed from the SDESJSON routine and it was updated to map the error number to the corresponding file entry. 6) VSE-2910: VistA: Define and remove all SDES RPCs that should not be used. Problem: Define all SDES RPCs that should not be used and remove them from both the SDESRPC option in the OPTION (#19) file and the REMOTE PROCEDURE (#8994) file. Resolution: Identified SDES RPCs that should not be used. Some have been removed and some will need to be phased out after implementation of new RPCs. 7) VSE-2913: VistA: Create new RPCs to replace existing RPCs to use ISO 8601. Problem: Create new RPCs to replace existing RPCs to use ISO 8601 date/time format. Resolution: Two RPCs were identified as both needing to be used and needing the date format changed to ISO 8601 (SDES GET APPT CHECK-IN STEP and SDES GET APPT CHECK-IN STEPS). These RPCs will be replaced with SDES GET APPT CHECK-IN STEP 2 and SDES GET APPT CHECK-IN STEPS 2 respectively. 8) VSE-2948: .NET: Appointment Calendar - Timeslot modifications. Problem: As a 508 user I would like to see and interact with the appointment calendar with minimal timeslots visible to schedule appointments. Acceptance Criteria: 1. Remove all Unavailable timeslots before clinic start time. Timeslots should begin at clinic appointment start time. 2. Remove all timeslots 8.5 hours after clinic appointment start time. 3. Remove weekend days where clinics do not have appoint slots available. 4. Add OB for overbook slots for visual reference. 5. Remove Unavailable references. Resolution: The Calendar grid in the VS GUI was updated to remove unneeded info and to add additional info for overbooks as noted in the Acceptance Criteria. 9) VSE-2952: .Net: Call LaunchCheckInDialogEvent after the "This request will be closed." dialog. Problem: Currently, the app is launching the Check-In and the "Would you like to schedule a Video Visit for this appointment?" screens at the same time in the Add Appointment screen's OkButton_Click method. Calling the CheckInDialogEvent later in that method still results in the app hanging up on the "This Request will be closed" screen. Resolution: Added a check if command was walk in so the CheckIn screen is not launched on Add Appt - only on Create Walk-In Appt. 10) VSE-2957: VistA: Update insurance SDES RPC to account for 365-day requirement. Problem: Update SDES insurance RPC to account for 365-day requirement for federal insurance: 1. Commercial insurance needs to be verified every 180 days. 2. "Federal" policies, i.e. Medicaid, Medicare, TRICARE, Express Scripts TRICARE, TRICARE-FOR-LIFE, CHAMPVA, and Optum CHAMPVA, or any variation of the previous names needs to be verified every 365 days. 3. No insurance needs to be verified every 90 days. 4. Any combination of commercial insurance federal policies need to be verified every 180 days. 5. If already collected another appointment, remove from the worklist for the next clinic. (lists are live, so at 8 am two MSAs at different areas would show Veteran Smith. Smith has appt at 9 with MSA one and 11 with MSA two. At 8 am they both see his name. At 9 am appointment MSA collects his insurance; after refresh MSA one's list is cleared AND MSA two's list no longer has Smith)- Example: Every morning the MSA will pull up the "Insurance Buffer file" which is accessed by clicking on ICB West (for VISN 15) in the Gold Star icon on the desktop. This is the list of patients for the day whose insurance needs to be verified. If a patient has an 8:00 am appointment with Primary Care and a 1:00 pm appointment with Occupational Therapy and the insurance needs to be verified, the patient will show up on the list pulled up by the MSA in Primary Care and will show up on the list pulled up by the MSA in Occupational Therapy. When the MSA in Primary Care verifies the insurance at 8:00 am, the patient will also fall off the list for the MSA in Occupational Therapy. Resolution: Logic was added to check if the Insurance is Federal and if it is then set the last verified date window to 365 days; otherwise, keep the default window of 180 days. 11) VSE-2992: .NET: Front-end: Cannot Sort Clinics Using the 'Sort' Feature. Problem: When trying to sort clinics, VSE shuts down as soon as you select a clinic to drag and drop in the correct order. Resolution: The VS GUI was updated to turn virtualization off for the lists with drag n drop attached, which is ok from a performance perspective because these lists should be relatively short which mitigates the performance concerns. 12) VSE-2996: VistA: Add ORDER lock checks on SDES CREATE APPOINTMENTS. Problem: CTM team has reported that it is possible VSE code is not checking for a lock on an order entry when attempting to update the orders file. Need to verify that when making an appointment from an order (or performing any other action that would update the order), we are checking for a lock on that entry in REQUEST/CONSULTATION (#123) file. Resolution: Locking logic was added the create appointment functionality and logic as added to verify that the corresponding entry in the REQUEST/CONSULTATION (#123) file when any action that updates this entry. Test Sites: ----------- MONTANA HCS TOMAH, WI 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_25_0_P.MSI is the production VS GUI installation file. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_25_0_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 R1.7.25.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_25_0_P.MSI Binary VS GUI R1.7.25.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_25_0_T.MSI Binary VS GUI R1.7.25.0 VDD VS_GUI_1_7_25_0 VDD Binary VS GUI R1.7.25.0 DIBR VS_GUI_1_7_25_0 DIBR Binary VS GUI R1.7.25.0 Release Notes VS_GUI_1_7_25_0 RN Binary VS GUI R1.7.25.0 Technical Manual VS_GUI_1_7_25_0 TM Binary VS GUI R1.7.25.0 User Guide Addendum VS_GUI_1_7_25_0_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 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 Release Manager Point of Contact: Name: Stevens Jack Phone: 772-646-2303 Email: jack.stevens1@domain.ext Pre/Post Installation Overview: ------------------------------- Routine SDEC816P 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*816. 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*816. 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 SDEC816P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDEC816P 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*816. The VS GUI NATIONAL and VS GUI LOCAL entries in the SDEC SETTINGS (#409.98) file needs to be reverted to 1.7.24. If 1.7.25.0 VS GUI was installed, it will need to be reverted to VS GUI 1.7.24.0. See Deployment, Installation, Back Out and Rollback Guide (DIBR) https://download.vista.domain.ext/index.html/SOFTWARE/VS_GUI_1_7_25_0_ DIBR.PDF. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 3 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDEC07 Before:B180328576 After:B178991579 **627,642,651,658,665,669,671, 672,701,686,740,694,785,788, 790,799,801,805,816** Routine Name: SDEC07C Before: B16505556 After: B20121471 **686,694,816** Routine Name: SDEC816P Before: n/a After: B2328836 **816** Routine Name: SDES2 Before: n/a After: B654070 **816** Routine Name: SDESCHECKINSTEP Before: n/a After: B19049692 **816** Routine Name: SDESCLINICAVAIL Before: B23785900 After: B23828228 **800,805,809,816** Routine Name: SDESCRTAPPTWRAP Before: B47766702 After: B60014266 **814,816** Routine Name: SDESJSON Before:B107561776 After: B4459077 **788,794,797,799,800,801,803, 805,807,809,813,814,815,816** Routine Name: SDESPATRPC Before: B15821148 After: B25661355 **792,804,805,807,809,814,816** Routine Name: SDESUTIL Before: B25286641 After: B25382350 **801,804,805,814,816** Routine list of preceding patches: 815 ============================================================================= User Information: Entered By : Date Entered : APR 27, 2022 Completed By: Date Completed: JUN 24, 2022 Released By : Date Released : JUN 24, 2022 ============================================================================= Packman Mail Message: ===================== $END TXT