$TXT Created by G at CHY0017D.FO-BAYPINES.DOMAIN.EXT (KIDS) on Tuesday, 08/22/23 at 10:04 ============================================================================= Run Date: SEP 14, 2023 Designation: SD*5.3*853 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #707 Status: Released Compliance Date: SEP 27, 2023 ============================================================================= Associated patches: (v)SD*5.3*824 <<= must be installed BEFORE `SD*5.3*853' (v)SD*5.3*836 <<= must be installed BEFORE `SD*5.3*853' (v)SD*5.3*851 <<= must be installed BEFORE `SD*5.3*853' Subject: VS GUI VERSION 1.7.46.0 Category: - Routine - Enhancement (Mandatory) - Data Dictionary Description: ============ VistA Scheduling patch SD*5.3*853 includes several defect corrections and enhancements including: The new SDES2 CREATE CLINIC Remote Procedure Call (RPC) was created and will accept two arrays as input: SDCONTEXT and SDCLINIC. The new SDES2 EDIT CLINIC RPC was created and will accept two arrays as input: SDCONTEXT and SDCLINIC. The new SDES BLOCK AND MOVE RPC was created to accept the Clinic IEN and to utilize only code in the SDES namespace. The new SDES2 GET PATIENT MED LIST RPC was created to return the medication list for the selected patient. The new SDES2 GET REQUESTS BY INST was created to return all open appointment requests (up to 200 per request type). If the station number is passed in, only records for that station/institution will be returned. The SDEC CREATE WALKIN APPT JSON RPC was updated to address issues with appointments occurring between 12a-1am. The new SDES2 GET HOLIDAYS RPC was created and returns the Holidays from the HOLIDAY file (#40.5). Start date and end date may be passed, but are optional. The SDES GET PATIENT REGISTRATION2 RPC was updated to utilize the GETELIGIBILITY^SDESPATSEARCH utility to return the PRIMARY ELIGIBILITY CODE (#.361) and the PATIENT ELIGIBILITIES multiple (#361) from the PATIENT file (#2). The new SDES GET PATREG BY DFNICN RPC was created to look up each of the patient Data File Number (DFNs) and Integration Control Number (ICNs) specified and return their registration data ** (as if SDES GET PATIENT REGISTRATION2 was called). At least one DFN or one ICN is required, and a combination of DFNs and ICNs may be given. The SDES CHECKOUT RPC was updated to track additional errors internally, which allows it to correctly track the IEN of the record it needs to either lock or unlock. The SDES GET PATIENT REGISTRATION2 RPC was updated to return the DATE OF DEATH field (#.351) from the PATIENT file (#2). The VistA Scheduling (VS) Graphical User Interface (GUI) was updated so that when the appointment begin time is adjusted, the corresponding appointment end time is adjusted by the same amount. 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 ------------- ----------------------- -------------------- N/A Remote Procedures Associated: ----------------------------- Remote Procedure Name New/Modified/Deleted --------------------- -------------------- SDES BLOCK AND MOVE New SDES GET PATIENT REGISTRATION2 Modified SDES GET PATREG BY DFNICN New SDES2 CREATE CLINIC New SDES2 EDIT CLINIC New SDES2 GET HOLIDAYS New SDES2 GET PATIENT MED LIST New SDES2 GET REQUESTS BY INST New Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-5522: VistA: Create a new version of the SDES CREATE CLINIC RPC that adheres to SDES standards. Problem: Create a new SDES CREATE CLINIC RPC that accepts an array to build a new Clinic. Acheron has requested that we add a "context/metadata" array as the first input parameter. This "context/metadata" array may change over time. A separate data validation utility routine will be written where the array can be modified in one place as additional meta data is defined. Resolution: The new SDES2 CREATE CLINIC RPC was created and will accept two arrays as input: SDCONTEXT and SDCLINIC. 2) VSE-5523: VistA: Create a new version of SDES EDIT CLINIC RPC that adheres to SDES standards. Problem: Create a new SDES EDIT CLINIC RPC that accepts an array to build a new Clinic. Acheron has requested that we add a "context/metadata" array as the first input parameter. This "context/metadata" array may change over time. A separate data validation utility routine will be written where the array can be modified in one place as additional meta data is defined. Resolution: The new SDES2 EDIT CLINIC RPC was created and will accept two arrays as input: SDCONTEXT and SDCLINIC. 3) VSE-5564: VistA: Rewrite SDES CREATE APPT BLK AND MOVE to accept a clinic IEN. Problem: Need to rewrite SDES CREATE APPT BLK AND MOVE to call SDES code instead of SDEC code. SDES CREATE APPT BLK AND MOVE currently accepts a 409.831 resource IEN for the target clinic. We would like it to instead accept a clinic IEN. It would be fine with us if a clinic IEN parameter is added that is mutually exclusive with the resource IEN parameter. Resolution: The new SDES BLOCK AND MOVE RPC was created to accept the Clinic IEN and to utilize only code in the SDES namespace. 4) VSE-5566: VistA: Create a new SDES2 RPC to get the medication list. Problem: Need to create a new RPC in the SDES2 namespace to get the veteran's list of medications. Resolution: The new SDES2 GET PATIENT MED LIST RPC was created to return the medication list for the selected patient. 5) VSE-5576: VistA: Create RPC to return all open appt requests, consults, and recall reminders for a given institution. Problem: Need to create a new RPC to return all open consult procedures, consult requests, and recall reminders under the given institution. This RPC would be similar to SDES GET APPT REQ LIST BY DFN and return the same data, except that the query is by institution instead of patient. INST STATION NUM parameter is optional, and when missing the RPC returns the top open requests across all institutions, but if given it filters to just those belonging to that institution. Resolution: The new SDES2 GET REQUESTS BY INST was created to return all open appointment requests (up to 200 per request type). If the station number is passed in, only records for that station/institution will be returned. 6) VSE-5701: VSE Error when scheduling walk in appts between 12a-1am. Problem: Need to update the software to address the following two scenarios: User tries to create a walk-in appointment between 12am-1am in the clinic with a defined availability and receives an error "Create Walk-In Execution Error. Invalid appointment Start Date and Time." Walk-in appointments can only be made same day. Therefore when testing this story, you can only test 12:00 am - 1:00 am today. You will not be able to test 12:00 am - 1:00 am tomorrow. Resolution: The SDEC CREATE WALKIN APPT JSON RPC was updated to address issues with appointments occurring between 12a-1am. 7) VSE-5742: VistA: Create a new SDES2 GET HOLIDAYS to allow for an optional end date. Problem: Need to create a new SDES2* RPC to include an optional end date. If the end date is included only holidays between the current date and the end date would be returned. Should consider adding an optional start date as well. Resolution: The new SDES2 GET HOLIDAYS RPC was created and returns the Holidays from the HOLIDAY file (#40.5). Start date and end date may be passed, but are optional. 8) VSE-5792: VistA: Modify SDES GET PATIENT REGISTRATION2 to return eligibility codes. Problem: EAS frequently needs to retrieve the eligibility codes for a given patient DFN. Need to modify SDES GET PATIENT REGISTRATION2 to return the PRIMARY ELIGIBILITY CODE (#.361) and the PATIENT ELIGIBILITIES multiple (#361) from the PATIENT file (#2). Resolution: The SDES GET PATIENT REGISTRATION2 RPC was updated to utilize the GETELIGIBILITY^SDESPATSEARCH utility to return the PRIMARY ELIGIBILITY CODE (#.361) and the PATIENT ELIGIBILITIES multiple (#361) from the PATIENT file (#2). 9) VSE-5819: VistA: Create a new RPC to return patient registration data for the ids passed in. Problem: Need to create a new SDES RPC to look up each of the patient DFNs and ICNs specified and return their registration data ** (as if SDES GET PATIENT REGISTRATION2 was called). At least one DFN or one ICN is required, and a combination of DFNs and ICNs may be given. Resolution: The new SDES GET PATREG BY DFNICN RPC was created to look up each of the patient DFNs and ICNs specified and return their registration data ** (as if SDES GET PATIENT REGISTRATION2 was called). At least one DFN or one ICN is required, and a combination of DFNs and ICNs may be given. 10) VSE-5873: VistA: Modify the SDES CHECKOUT RPC to lock/unlock record in SDE file. Problem: The SDES CHECKOUT RPC has an issue where it tries to lock the record in the SCE file. However, the date time it is trying to unlock is not there. Resolution: The SDES CHECKOUT RPC was updated to track additional errors internally which allows it to correctly track the IEN of the record it needs to either lock or unlock. 11) VSE-5889: VistA: Modify SDES GET PATIENT REGISTRATION2 to return the Date of Death. Problem: Need to modify SDES GET PATIENT REGISTRATION2 to return the Date of Death. Resolution: The SDES GET PATIENT REGISTRATION2 RPC was updated to return the DATE OF DEATH field (#.351) from the PATIENT file (#2). 12) VSE-6028: VS GUI: Modify the end time of midnight appointments. Problem: Need to modify the end time of midnight appointments the same as the begin time. Example: The scheduler schedules a midnight appointment in VS GUI for a clinic with 20 minute appointment length. If VS GUI changes the begin time to 12:01 then the end time must also be adjusted by adding 1 minute. So the begin time is 12:01 and the end time will be 12:21. Resolution: The VS GUI was updated so that when the appointment begin time is adjusted, the corresponding appointment end time is adjusted by the same amount. Test Sites: ----------- North Texas (NTX) San Diego (SDC) 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_46_0_P.MSI is the production VS GUI installation file. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_46_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 R1.7.46.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_46_0_P.MSI Binary VS GUI R1.7.46.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_46_0_T.MSI Binary VS GUI R1.7.46.0 VDD VS_GUI_1_7_46_0 VDD Binary VS GUI R1.7.46.0 DIBR VS_GUI_1_7_46_0 DIBR Binary VS GUI R1.7.46.0 Release Notes VS_GUI_1_7_46_0 RN Binary VS GUI R1.7.46.0 Technical Manual VS_GUI_1_7_46_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 SDES853P 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. 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*853. 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*853. 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 SDES853P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES853P routine using the Delete Routines [XTRDEL] if they wish. Back-Out Plan/Roll Back Plan: ----------------------------- 1. Load the Backup MailMan Message a. Go into MailMan and find the backup message created in step 3a of the installation process and read that message. b. At the "Type to continue or '^' to exit:" prompt enter ^ to get to the command prompt. c. At the command prompt enter X for eXtract and press enter. d. At the "Select PackMan function:" prompt enter 6 for INSTALL/CHECK MESSAGE and press enter. e. At the "OK to Continue with Load? NO//" prompt, type YES and press enter. f. At the "Want to Continue with Load? YES//" prompt, press enter. g. Exit MailMan. 2. Go Into the Kernel Installation & Distribution System (KIDS) and load and install the backup like you would a regular patch. a. Enter D ^XUP at the command prompt. b. At the "Select OPTION NAME:" prompt, enter Kernel Installation & Distribution System" and press enter. c. From the main KIDS menu, select the Installation ... option. d. From the Installation ... option, select 6 Install Package(s). e. At the "Select INSTALL NAME:" prompt enter SD*5.3*853b. f. If prompted for "Want KIDS to INHIBIT LOGONs during the install? NO//" take the default by pressing enter. g. If prompted for "Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//" take the default by pressing enter. h. At the DEVICE: prompt, enter the output device of your choice. i. Verify that the SD*5.3*853b backup installs without any issues. The VS GUI NATIONAL and VS GUI LOCAL entries in the SDEC SETTINGS (#409.98) file needs to be reverted to 1.7.45. If 1.7.46.0 VS GUI was installed, it will need to be reverted to VS GUI 1.7.45.0. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 9 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDES2CLINUT Before: n/a After:B133398915 **853** Routine Name: SDES2CREATECLIN Before: n/a After: B65300775 **853** Routine Name: SDES2EDITCLIN Before: n/a After:B118566462 **853** Routine Name: SDES2GETHOLIDAYS Before: n/a After: B5662691 **853** Routine Name: SDES2GETMEDLIST Before: n/a After: B16525725 **853** Routine Name: SDES2GREQSINST Before: n/a After: B21867023 **853** Routine Name: SDES2JSON Before: n/a After: B4975268 **853** Routine Name: SDES2UTIL Before: n/a After:B102836187 **853** Routine Name: SDES2VAL2 Before: n/a After: B1908879 **853** Routine Name: SDES2VAL200 Before: n/a After: B4366379 **853** Routine Name: SDES2VAL44 Before: n/a After:B180079487 **853** Routine Name: SDES2VAL44A Before: n/a After: B8128660 **853** Routine Name: SDES2VALCONTEXT Before: n/a After: B2393637 **853** Routine Name: SDES2VALCRTCLIN1 Before: n/a After: B44435746 **853** Routine Name: SDES2VALISODTTM Before: n/a After: B4545555 **853** Routine Name: SDES2VALUTIL Before: n/a After: B40215417 **853** Routine Name: SDES853P Before: n/a After: B2543506 **853** Routine Name: SDESBLOCKANDMOVE Before: n/a After: B51880301 **853** Routine Name: SDESCHECKOUT Before:B189532605 After:B198668956 **826,827,836,853** Routine Name: SDESCREATEAPPT Before: B88260579 After: B88327228 **814,823,826,827,828,842,843, 846,847,851,853** Routine Name: SDESGETREGA1 Before: B88145554 After: B92089463 **823,824,853** Routine Name: SDESGETREGA2 Before: n/a After: B10081425 **853** Routine Name: SDESNOSHOW Before: B66497801 After: B72555941 **831,835,847,853** Routine Name: SDESRECALLREQ Before: B8467854 After: B8486079 **835,847,853** Routine list of preceding patches: 824, 836, 851 ============================================================================= User Information: Entered By : Date Entered : JUN 06, 2023 Completed By: Date Completed: SEP 14, 2023 Released By : Date Released : SEP 14, 2023 ============================================================================= Packman Mail Message: ===================== $END TXT