$TXT Created by G at CHY0034.FO-BAYPINES.DOMAIN.EXT (KIDS) on Tuesday, 11/21/23 at 15:49 ============================================================================= Run Date: DEC 12, 2023 Designation: SD*5.3*861 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #715 Status: Released Compliance Date: DEC 27, 2023 ============================================================================= Associated patches: (v)SD*5.3*842 <<= must be installed BEFORE `SD*5.3*861' (v)SD*5.3*843 <<= must be installed BEFORE `SD*5.3*861' (v)SD*5.3*851 <<= must be installed BEFORE `SD*5.3*861' (v)SD*5.3*853 <<= must be installed BEFORE `SD*5.3*861' (v)SD*5.3*870 <<= must be installed BEFORE `SD*5.3*861' Subject: VS GUI VERSION 1.7.49.1 Category: - Routine - Enhancement (Mandatory) - Data Dictionary Description: ============ VistA Scheduling (VS) Graphical User Interface (GUI) Release 1.7.49.1 and patch SD*5.3*861 includes several defect corrections and enhancements including: The new RPC - SDES GET APPTREQ BY INST2 was created to retrieve appointment requests for Consults(#123) and Recall Reminders(#403.5) and Appointment Requests(#409.85). Not more than 100 records for each type. The SDES2 GET HELP LINKS RPC was created and will return data from the SDEC SETTINGS file (#409.98), HELP LINK TEXT subfield (#409.981). The VS GUI was updated to enable the check-out option on the screens where it is displayed. The Validate Appointment Type logic was updated to check for either an IEN or a Recall reminders appointment type name. The new GETSTOREDPATIENT routine was created to support the patient search return functionality for the SDES2 GET LAST SELECTED PAT RPC. The new SDES2 EDIT PAT PRE-REG updates patient pre-registration and associated files when a Vetlink Kiosk pre-register event occurs. Logic was added to the resend VVC link module in the VS GUI to log all calls to the VSE Trace Log. Adjusted VS GUI logic to not allow user to create walk-in appointment in the same midnight time slot in different clinics for a given patient. The SDES2 GET APPTS BY CLIN LIST2 was created utilizing the SDES2* coding standards and utilizing a call to the latest SUMMARY2 logic. The logic supporting the following RPCs were updated to return both the Stop Codes and the IENs for the Stop Codes in the Appointment Requests: SDES GET APPT REQ BY IEN SDES GET APPT REQ BY PAT ALL SDES GET APPT REQ BY PAT OPEN SDES GET APPT REQ BY PATIENT SDES GET APPT REQ BY TYPE VET SDES GET APPT REQ LIST BY DFN SDES GET APPT REQS BY IENS2 SDES GET APPTREQ BY INST The SDES2 GET PATIENT EP RPC was create based off of the existing logic of the older SDEC EP PT INFO and supports the new SDES2 coding standards. The SDES REACTIVATE CLINIC RPC was updated to include an additional check for the existence of a pre-existing clinic with the user specified clinic name preceded by ZZ. The SDES SEARCH CLINIC ATTRIBUTES RPC was updated to include the C cross reference, based on the ABBREVIATION (#1) field, for clinic searches. The VS GUI was updated to use dashes as opposed to underscores for Time zones. Example: HAWAII_ALEUTIAN will now be HAWAII-ALEUTIAN. The SDES2VALUTIL routine was updated to force any alpha-numeric string passed into a string. The new SDES2 RESTORE CLIN AVAIL RPC was created and will allow the restoration of clinic availability. If the day was a full day cancel, will restore full day. If time periods (partial) day cancellation were cancelled, then the RPC will restore a partial day for the time period start time sent in. The new SDES2 GET EXPANDED ENTRY RPC returns the expanded entry fields associated with the appointment/patient. The VS GUI was updated to remove the max-width set on the appointment day slots. The day will now expand to accommodate any number of appointments added. The SDES2 GET PATIENT MED LIST RPC was updated to have the same SDCONTEXT array as all the other SDES2 RPCs. The DFN of the patient for Med List retrieval was added to the PARAMS input array. 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 CREATE RECALL REQ 2 Modified SDES GET APPTREQ BY INST2 New SDES2 EDIT PAT PRE-REG New SDES2 GET EXPANDED ENTRY New SDES2 GET HELP LINKS New SDES2 GET LAST SELECTED PAT New SDES2 GET PATIENT EP New SDES2 GET PATIENT MED LIST Modified SDES2 REACTIVATE CLINIC New SDES2 RESTORE CLIN AVAIL New Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-5530: VistA: Create a new version of SDES GET APPTREQ BY INST to retrieve appointment requests for Consults and Recall Reminders. Problem: Need to create a new version of SDES GET APPTREQ BY INST to retrieve appointment requests for Consults and Recall Reminders as well as from the 409.85 file. Resolution: The new RPC - SDES GET APPTREQ BY INST2 was created to retrieve appointment requests for Consults(#123) and Recall Reminders(#403.5) and Appointment Requests(#409.85). Not more than 100 records for each type. 2) VSE-5546: VistA - Create a new RPC in the SDES2 namespace to return the national and local help links. Problem: As an ISS user, I want to see national and local links, so that I can easily access resources external to the application. Resolution: The SDES2 GET HELP LINKS RPC was created and will return data from the SDEC SETTINGS file (#409.98), HELP LINK TEXT subfield (#409.981). 3) VSE-6066: VSE GUI - Change Check Out to Not be Greyed Out. Problem: As a user in VSE GUI, I want the check-out option to always display as enabled so I have the option to attempt checkout and let the backend to validate the request. Resolution: The VS GUI was updated to enable the check-out option on the screen where it is displayed. 4) VSE-6127: VistA - Possible defect in SDES CREATE RECALL REQ 2. Problem: Need to look at the appointment type validation and correct the behavior. If an IEN is passed in, it will produce the error of 'Missing Recall reminders appointment type', even though it is not missing. Resolution: The Validate Appointment Type logic was updated to check for either an IEN or a Recall reminders appointment type name. 5) VSE-6141: VistA: Add the patient search return to SDES2 GET LAST SELECTED PAT. Problem: As a scheduling user, I want the patient search return to be added to SDES2 GET LAST SELECTED PAT. Resolution: The new GETSTOREDPATIENT routine was created to support the patient search return functionality for the SDES2 GET LAST SELECTED PAT RPC. 6) VSE-6143: VistA - Create a new RPC in the SDES2 namespace to record demographics verified date in the PRE-REGISTRATION AUDIT (#41.41) file. Problem: As an ISS developer I want an RPC in the SDES2 namespace to record the demographics verified date in file 41.41. Resolution: The new SDES2 EDIT PAT PRE-REG updates patient pre-registration and associated files when a Vetlink Kiosk pre-register event occurs. 7) VSE-6144: VSE GUI - Add Logging Code to VVC for trace logs. Problem: As a user, I want the call or response for resending a VVC link to show in trace logs so I can capture the call/response in the trace log. Acceptance Criteria: * All/any calls to VVS are logged in the VSE trace log * All/any responses from VVS are logged in the VSE trace log Resolution: Logic was added to the resend VVC link module in the VS GUI to log all calls to the VSE Trace Log. 8) VSE-6156: GUI: Multiple Midnight Walk-in Appt Problem: There is an issue when the same patient, same time slot{*}(only Midnight){*} different clinic, GUI is allowing to schedule a 2nd appointment without any conflict message. Resolution: Adjusted VS GUI logic to not allow user to create walk-in appointment in the same midnight time slot in different clinics for a given patient. 9) VSE-6176: VistA - Modify appointment request object to return the clinic stop code. Problem: As an Acheron developer I want the stop codes and IENs returned in the appointment object and for appointment requests created with a clinic IEN (instead of the stop codes) so that the user schedules in the correct clinic. Acheron has confirmed the appointment object is good as it is but the need the appointment requests as well. Resolution: The logic supporting the following RPCs were updated to return both the Stop Codes and the IENs for the Stop Codes in the Appointment Requests: SDES GET APPT REQ BY IEN SDES GET APPT REQ BY PAT ALL SDES GET APPT REQ BY PAT OPEN SDES GET APPT REQ BY PATIENT SDES GET APPT REQ BY TYPE VET SDES GET APPT REQ LIST BY DFN SDES GET APPT REQS BY IENS2 SDES GET APPTREQ BY INST 10) VSE-6181: VistA Discovery: Modify SDBUILD to create availability for the max number of days for future booking. Problem: As a clinic configuration user I want to be able to create availability for the number of days for future booking when setting availability with SDBUILD. Currently, availability is set for 5 weeks forward. This causes issues for applications like TMP. Business stakeholders have stated that this must be fixed, and technical manager's proposed fix is as follows: When availability is defined, rather than defining for 5 weeks, define for max # days for future booking OR 390 days, if prior is not defined. Resolution: The SDBUILD option was updated to allow the future booking window to be based on the following: 1. When availability is defined, the future booking window will be based on the MAX # DAYS FOR FUTURE BOOKING (#2002) field. 2. When availability is not defined, the future booking window will be limited to 390 days. 11) VSE-6201: VistA - Rewrite SDEC EP PT INFO in the SDES2 namespace. Problem: Need to rewrite the SDEC EP PT INFO in the SDES2 namespace so that I can modernize the code to meet future development needs. The following fields need to be returned by the RPC: POS (Period of Service) information? Status Combat veteran Prisoner of War Last Admit / Lodger Date SW Asia Conditions Pager Number Resolution: The SDES2 GET PATIENT EP RPC was create based off of the existing logic of the older SDEC EP PT INFO and supports the new SDES2 coding standards. 12) VSE-6205: VistA: Rewrite SDES REACTIVATE CLINIC in SDES2 namespace to return an error if a duplicate clinic will be created. Problem: As a Clinic Configuration Manager, I want to ensure that I am not able to create a duplicate clinic by reactivating a clinic if it will create duplicate clinics. Resolution: The SDES REACTIVATE CLINIC RPC was updated to include an additional check for the existence of a pre-existing clinic with the user specified clinic name preceded by ZZ. 13) VSE-6206: VistA: Modify SDES SEARCH CLINIC ATTRIBUTES to search for a clinic by abbreviation. Problem: As a Clinic Configuration Manager, I want to be able to search for clinics by abbreviation or name. Resolution: The SDES SEARCH CLINIC ATTRIBUTES RPC was updated to include the C cross reference, based on the ABBREVIATION (#1) field, for clinic searches. 14) VSE-6253: VS GUI: Time zone is not populating in the dropdown for VVC appointment creation. Problem: The Time zone is in place listed as HAWAII-ALEUTIAN when initially scheduling an appointment. When dialog loads for creating the VVC appointment the time zone field is blank. The dropdown can be changed to HAWAII_ALEUTIAN but the appointment still errors out and the VVC need to be created manually. The difference between - and _ could be indicative of the issue. Resolution: The VS GUI was updated to use dashes as opposed to underscores for Time zones. Example: HAWAII_ALEUTIAN will now be HAWAII-ALEUTIAN. 15) VSE-6276: VistA: Fix error in SDES2VALUTIL Problem: Fix error in SDES2VALUTIL: VALFILEIEN+22^SDES2VALUTIL when an alpha-numeric string is passed in. Resolution: The SDES2VALUTIL routine was updated to force any alpha-numeric string is passed into a string. 16) VSE-6279: VistA: Create a new RPC in the SDES2 namespace to restore clinic availability. Problem: As a clinic configuration manager, I would like to restore the clinic availability so that the clinic schedule is restored to its previous state before changes were made. Resolution: The new SDES2 RESTORE CLIN AVAIL RPC was created and will allow the restoration of clinic availability. If the day was a full day cancel, will restore full day. If time periods (partial) day cancellation were cancelled, then the RPC will restore a partial day for the time period start time sent in. 17) VSE-6294: VistA: Create a new RPC in the SDES2 namespace to return Expanded Entry Fields. Problem: As a VistA developer I would like to create a new RPC in the SDES2 namespace so that I can have one RPC to return a combined set of information for the Checked-Out section of Expanded Entry. Resolution: The new SDES2 GET EXPANDED ENTRY RPC returns the expanded entry fields associated with the appointment/patient. 18) VSE-6299: VS GUI: When there are lots of appointments on the calendar grid they overlap. Problem: In VSE GUI when there are multiple appointments on the calendar grid, the appointments are overlapping. Resolution: The VS GUI was updated to remove the max-width set on the appointment day slots. The day will now expand to accommodate any number of appointments added. 19) VSE-6328: VistA: Modify SDES2 GET PATIENT MED LIST Problem: As an Acheron developer I would like: To receive SDCONTEXT("USER SECID") instead of SDCONTEXT ("USER NAME") so that the SDCONTEXT array is the same in all SDES2 RPCs. To receive the patient DFN that is to be passed to the OR API in PARAMS("DFN"), instead of the SDCONTEXT("PATIENT DFN"), which is not required and only used for connection information. Resolution: The SDES2 GET PATIENT MED LIST RPC was updated to have the same SDCONTEXT array as all the other SDES2 RPCs. The DFN of the patient for Med List retrieval was added to the PARAMS input array. Test Sites: ----------- Honolulu, HI (HON) Martinsburg, WV (MWV) 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_49_1_P.MSI is the production VS GUI installation file. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_49_1_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 R1.7.49.1 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_49_1_P.MSI Binary VS GUI R1.7.49.1 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_49_1_T.MSI Binary VS GUI R1.7.49.1 VDD VS_GUI_1_7_49_1 VDD Binary VS GUI R1.7.49.1 DIBR VS_GUI_1_7_49_1 DIBR Binary VS GUI R1.7.49.1 Release Notes VS_GUI_1_7_49_1 RN Binary VS GUI R1.7.49.1 Technical Manual VS_GUI_1_7_49_1 TM Binary VS GUI R1.7.49.1 User Guide Addendum VS_GUI_1_7_49_1_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 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 Email: jack.stevens1@domain.ext Pre/Post Installation Overview: ------------------------------- Routine SDES861P 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*861. 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*861. 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 SDES861P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES861P 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*861b. 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*861b 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 1.7.48. If 1.7.49.1 VS GUI was installed, it will need to be reverted to VS GUI 1.7.48.1. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 17 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDB1 Before: B29992778 After: B33548883 **20,183,221,567,627,726,775, 806,843,861** Routine Name: SDES2EDITPREREG Before: n/a After: B7109990 **861** Routine Name: SDES2EPT Before: n/a After: B18652257 **861** Routine Name: SDES2GETEXPENTRY Before: n/a After: B36416962 **861** Routine Name: SDES2GETLINKS Before: n/a After: B4830193 **861** Routine Name: SDES2GETMEDLIST Before: B16525725 After: B16404282 **853,861** Routine Name: SDES2GETSTORDPAT Before: n/a After: B1802809 **861** Routine Name: SDES2REACTTCLIN Before: n/a After: B30411176 **861** Routine Name: SDES2RSTCAVAIL Before: n/a After: B53331439 **861** Routine Name: SDES2UTIL1 Before: B2844049 After: B2844049 **870,861** Routine Name: SDES2VALUTIL Before: B40215417 After: B28961790 **853,861** Routine Name: SDES861P Before: n/a After: B2543851 **861** Routine Name: SDESCLNSEARCH Before: B36405435 After: B36426657 **824,851,861** Routine Name: SDESGETAPPTREQ Before:B216293125 After:B194981108 **815,818,819,823,824,825,828, 831,833,837,838,839,845,847, 851,861** Routine Name: SDESGETAPPTREQ2 Before: B12028061 After: B12030835 **839,847,861** Routine Name: SDESGETAREQINST2 Before: n/a After: B13847354 **861** Routine Name: SDESUPDRECREQ2 Before: B62404913 After: B62869831 **823,842,861** Routine list of preceding patches: 842, 843, 851, 853, 870 ============================================================================= User Information: Entered By : Date Entered : AUG 24, 2023 Completed By: Date Completed: DEC 12, 2023 Released By : Date Released : DEC 12, 2023 ============================================================================= Packman Mail Message: ===================== $END TXT