$TXT Created by G at CHY0016.FO-BAYPINES.DOMAIN.EXT (KIDS) on Friday, 02/17/23 at 17:57 ============================================================================= Run Date: MAR 14, 2023 Designation: SD*5.3*837 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #690 Status: Released Compliance Date: MAR 27, 2023 ============================================================================= Associated patches: (v)SD*5.3*827 <<= must be installed BEFORE `SD*5.3*837' (v)SD*5.3*835 <<= must be installed BEFORE `SD*5.3*837' (v)SD*5.3*836 <<= must be installed BEFORE `SD*5.3*837' Subject: VS GUI VERSION 1.7.39.0 Category: - Routine - Enhancement (Mandatory) Description: ============ VistA Scheduling (VS) Graphical User Interface (GUI) Release 1.7.39.0 and SD*5.3*837 includes several defect corrections and enhancements including updates to the SDEC APPSLOTS RPC to only set the AVAILABILITY DATE when the date has been set via an established business process. The routines containing the business logic for the SDEC ARCLOSE RPC were updated so that the Parent request is closed and the Order is updated to "Discontinued"/"Completed". The logic for the SDES CANCEL APPOINTMENT RPC was updated to include key business logic from the SDECCAP CAN RPC. The VS GUI was updated to display a message to the user stating the record is locked when ARClose is called and returns a -1. Three cancellation related fields were added to the SDES GET APPTS BY IEN2 RPC. Several SDES* RPCs were updated to include the WALKIN (#.13) field in their returned JSON object. The SDESCREATEAPPREQ routine was updated to remove the outdated code. The SDES01C routine was re-written to optimize efficiency and maintainability and to adhere to the latest VST standards. The SDEC SETTINGS file (#409.98) has been updated to remove the Scheduling Manager (SM) from the HELP LINK TEXT (#1) multiple. The new SDES PROVIDER CLINIC SEARCH will return the clinics that a provider is associated with. The new SDES GET CANCMTS RPC returns list of cancellation comments (hash tag, type and text) from the SDEC CANCELLATION COMMENT file (#409.88). The SDESCREATEAPPREQ routine was updated to add an entry to the MULT APPTS MADE (#409.852) multiple when a child request is created and to update the MRTC CALC PREF DATES (#409.851) multiple with the Patient Preferred Date passed in. The SDES CREATE APPOINTMENT to correctly identify which MRTC MULT APPT MADE sub-file IEN to update and update record with the appointment IEN. ************************************************************************** * GUI UPDATE NOTICE * * ---------------------------------------------------------------------- * * This patch MUST be installed before the GUI update for release * * 1.7.39.0 of VS is installed. * * * * * * The previous version of the VS GUI will not operate after this * * patch is installed. Therefore, VS GUI V1.7.39.0 and VistA patch * * SD*5.3*837 must be coordinated and installed during the same * * maintenance window. * * * * * ************************************************************************** Patch Components: ----------------- Files & Fields Associated: New/Modified/Deleted -------------------------- -------------------- SDES ERROR CODES New errors being Modified (#409.93) deployed 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 ----------- ---- -------------------- SDESRPC Broker 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 ARCLOSE Modified SDES GET ALL CANCEL COMMENTS New SDES GET APPTS BY CLIN IEN 3 Modified SDES GET APPTS BY CLIN LIST2 Modified SDES GET APPTS BY CLINIEN LIST Modified SDES GET APPTS BY IEN 2 Modified SDES GET APPTS BY PATIENT DFN3 Modified SDES GET CLINICS BY PROVIDER New Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-2644: VistA - SDEC APPSLOTS creates availability where none has been defined. Problem: The SDEC APPSLOTS RPC is adding the AVAILABILITY DATE even though the user did not create the date is the SDEC APPSLOTS RPC. Resolution: The SDEC APPSLOTS RPC was updated to only set the AVAILABILITY DATE when the date has been set via an established business process. 2) VSE-4589: VistA - Any time VS GUI sends HL7 to update order, first check for lock on the order. Problem: There is a long-standing issue with ORDER file (#100) getting stuck in PENDING or PARTIAL RESULTS status, although the corresponding request(s) have been dispositioned (can be as Removed/Scheduled - Assigned or any of the other disposition reasons). We partially addressed this in a prior patch by checking for an OR/CPRS lock, but it seems that there is some other lock in use. Resolution: The routines containing the business logic for the SDEC ARCLOSE RPC were updated so that the Parent request is closed and the Order is updated to "Discontinued"/"Completed". 3) VSE-4689: VS GUI - GUI passing stale parameter to SDEC CLINSET. Problem: User gets an error saying they need to select a clinic. If you look in the trace log, you can see that the parameter to indicate only Recall clinics should be used has been sent to the CLINSET RPC, although this is an APPT request. Resolution: The issue was attributed to the Appointment request type not being set correctly after a Recall request is made. Setting the request type to APPT fixed the issue. 4) VSE-4734: VistA: Rewrite SDECCAP CAN in the SDES menu option. Problem: Need to rewrite SDECCAP CAN RPC in the SDES namespace and add it to the SDESRPC menu option. Resolution: After researching this issue, the logic for the SDES CANCEL APPOINTMENT RPC was updated to address this request. No new RPC was needed. 5) VSE-4765: VS GUI: Support and Implementation for AR Close Responses Containing Locked Notification/Errors. Problem: When SDEC ARCLOSE is being called a locked error was being thrown but ignored by GUI. Need GUI to take action on AR Close responses that contain locked notifications/errors. Resolution: When ARClose is called and the request is locked the RPC will now return a -1. The VS GUI was updated to handle the -1 and display a message to the user stating the record is locked. 6) VSE-4782: VistA: Add 3 missing cancellation related fields to SDES GET APPTS BY IEN2. Problem: Need to the following cancellation related fields added to the appointment object. 1. CancelDateTime 2. CancelledByUser 3. CancellationReason Resolution: The three cancellation related fields were added to the SDES GET APPTS BY IEN2 RPC. 7) VSE-4815: VistA: Modify SDES GET APPT* to return WALKIN flag. Problem: Need to add WALKIN (#.13) field to the appointment object. This will affect all the SDES APPT(S) RPCs. Resolution: The following RPCs were updated to include the WALKIN (#.13) field in their returned JSON object. SDES GET APPTS BY CLIN IEN 3 SDES GET APPTS BY CLIN LIST2 SDES GET APPTS BY CLINIEN LIST SDES GET APPTS BY IEN 2 SDES GET APPTS BY PATIENT DFN3 8) VSE-4816: VistA: Contact Attempts do not work with Recalls. Problem: If the RECALL DATE (PER PATIENT) (#5.5) field in the RECALL REMINDERS (#403.5) file is not set, the Contact Attempts logic does not work. Resolution: Changed the logic to look at field RECALL DATE (#5) field which is a required field. 9) VSE-4818: VistA: Modify SDES CREATE APPT REQ. Problem: The latest updates to the REQUEST COMMENTS logic in the SDES CREATE APPT REQ RPC failed to remove some outdated code. Please remove this outdated code to comply with latest programming standards. Resolution: The SDESCREATEAPPREQ routine was updated to remove the outdated code. 10) VSE-4833: VistA: Rewrite routine SDES01C to standards. Problem: Need to rewrite the routines supporting the SDES SEARCH CLINIC RPC to comply with latest VSE standards. Resolution: The SDES01C routine was re-written to optimize efficiency and maintainability and to adhere to the latest VST standards. 11) VSE-4860: VistA: Modify SDES GET APPT REQ* and SDES GET RECALLS* RPCs. Problem: Instead of entries in the PATIENT CONTACT (#44) multiple in the SDEC APPT REQUEST(#409.85) file, we would like to see entries from SDEC CONTACT (#409.86) file in the Request object. This will enable EAS to provide contact counts for ISS to display in the RM grid, and to make the determination of whether minimum scheduling effort has been met for a given APPT or Recall request. Resolution: The SDES GET APPT REQ* and SDES GET RECALLS* RPCs were updated to include contact info from the SDEC CONTACT (#409.86) file in the Request object. 12) VSE-4869: VistA: Remove Scheduling Manager from the Links in SDEC settings. Problem: Need to remove Scheduling Manager (SM) from the HELP LINK TEXT multiple (#1) in the SDEC SETTINGS file (#409.98). Resolution: The SDEC SETTINGS file (#409.98) has been updated to remove the Scheduling Manager (SM) from the HELP LINK TEXT (#1) multiple. 13) VSE-4903: VistA: Create a new RPC to return all clinics for which the new person name is a PROVIDER. Problem: Need to create a new RPC in the SDES namespace and add to the SDESRPC menu option. The input will be a new person name. The return will be all clinics where the new person name is a PROVIDER. Resolution: The new SDES PROVIDER CLINIC SEARCH will return the clinics that a provider is associated with. 14) VSE-4937: VistA: Create a new SDES GET CANCMTS to return both national and local comments. Problem: Need to create a new SDES GET CANCMTS to return both national and local comments. Resolution: The new SDES GET CANCMTS RPC returns list of cancellation comments (hash tag, type and text) from the SDEC CANCELLATION COMMENT file (#409.88). 15) VSE-4949: VistA: Modify SDES CREATE APPT REQ RPC and SDES CREATE APPOINTMENT to correct saving child MRTC requests. Problem: When SDES CREATE APPT REQ RPC is run to create a child request, the child request IEN should be populated in the MULT APPTS MADE (#409.852) multiple. Need to modify the routine to populate this information. Resolution: The SDESCREATEAPPREQ routine was updated to add an entry to the MULT APPTS MADE (#409.852) multiple when a child request is created and to update the MRTC CALC PREF DATES (#409.851) multiple with the Patient Preferred Date passed in. The SDES CREATE APPOINTMENT was updated to correctly identify which MRTC MULT APPT MADE sub-file IEN to update and update record with the appointment IEN. Test Sites: ----------- Pittsburgh (PTH) North Texas (NTX) 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_39_0_P.MSI is the production VS GUI installation file. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_39_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 R1.7.39.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_39_0_P.MSI Binary VS GUI R1.7.39.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_39_0_T.MSI Binary VS GUI R1.7.39.0 VDD VS_GUI_1_7_39_0 VDD Binary VS GUI R1.7.39.0 DIBR VS_GUI_1_7_39_0 DIBR Binary VS GUI R1.7.39.0 Release Notes VS_GUI_1_7_39_0 RN Binary VS GUI R1.7.39.0 Technical Manual VS_GUI_1_7_39_0 TM 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 VistA Consolidated Server (VACS) installation. The Information Operations (IO) HBMC Field Operations (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 SDES837P will update SDEC SETTINGS (#409.98) file. Routine will run at the end of patch installation process. The post install will also create the new REQPTR x-ref in SDEC CONTACT (#409.86) file. 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 10 minutes to install. 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*837. 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*837. 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 SDES837P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES837P 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*837. The VS GUI NATIONAL and VS GUI LOCAL entries in the SDEC SETTINGS (#409.98) file needs to be reverted to 1.7.38. If 1.7.39.0 VS GUI was installed, it will need to be reverted to VS GUI 1.7.38.0. See Deployment, Installation, Back Out and Rollback Guide (DIBR) https://download.vista.domain.ext/index.html/SOFTWARE/VS_GUI_1_7_39_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 4 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDEC07C Before: B20177277 After: B23370245 **686,694,816,820,837** Routine Name: SDEC57 Before:B115901587 After:B117770893 **627,642,658,665,701,686,694,837** Routine Name: SDECAR Before:B110136573 After:B118217593 **627,642,671,745,792,797,805, 815,833,837** Routine Name: SDES01C Before: B18866318 After: B23276788 **790,807,836,837** Routine Name: SDES837P Before: n/a After: B4976860 **837** Routine Name: SDESAPPTDATA Before: B52979601 After: B66791433 **788,814,815,820,823,827,837** Routine Name: SDESCANCELAPPTS Before: B88599122 After: B90556134 **818,820,828,835,837** Routine Name: SDESCOMPPEN Before: B42390389 After: B76696322 **836,837** Routine Name: SDESCONTACTS Before:B151603455 After:B160605728 **835,837** Routine Name: SDESCREATEAPPREQ Before:B167369738 After:B184052349 **823,826,833,835,837** Routine Name: SDESEDITAPPTREQ Before:B191445747 After:B193199363 **823,826,837** Routine Name: SDESGETALLCANCOM Before: n/a After: B2078394 **837** Routine Name: SDESGETAPPTREQ Before:B224997352 After:B230074206 **815,818,819,823,824,825,828, 831,833,837** Routine Name: SDESGETCONSULTS Before: B50742003 After: B50989258 **815,820,824,837** Routine Name: SDESGETRECALL Before: B25035561 After: B24702932 **803,805,809,813,815,820,824,837** Routine Name: SDESPROVCLINSRCH Before: n/a After: B3773996 **837** Routine list of preceding patches: 827, 835, 836 ============================================================================= User Information: Entered By : Date Entered : JAN 31, 2023 Completed By: Date Completed: MAR 14, 2023 Released By : Date Released : MAR 14, 2023 ============================================================================= Packman Mail Message: ===================== $END TXT