$TXT Created by G at CHY0077.FO-BAYPINES.DOMAIN.EXT (KIDS) on Friday, 11/01/24 at 11:17 ============================================================================= Run Date: NOV 20, 2024 Designation: SD*5.3*893 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #743 Status: Released Compliance Date: DEC 04, 2024 ============================================================================= Associated patches: (v)SD*5.3*812 <<= must be installed BEFORE `SD*5.3*893' (v)SD*5.3*823 <<= must be installed BEFORE `SD*5.3*893' (v)SD*5.3*831 <<= must be installed BEFORE `SD*5.3*893' (v)SD*5.3*846 <<= must be installed BEFORE `SD*5.3*893' (v)SD*5.3*886 <<= must be installed BEFORE `SD*5.3*893' (v)SD*5.3*890 <<= must be installed BEFORE `SD*5.3*893' Subject: Updates to Scheduling RPCs Category: - Routine - Enhancement (Mandatory) - Other Description: ============ VistA Scheduling (VS) patch SD*5.3*893 includes several defect corrections and enhancements including: The SDES2 CANCEL CLINIC AVAIL RPC was updated to update the new FULL DAY CANCEL sub-file when a clinic has a full day cancel. The cancel clinic availability and get cancelled slots logic was updated to remove the "Cancelled Until xxxxxxx.xxx" information from the returned JSON object. New sub-files were added to both the SDEC APPOINTMENT file (#409.84) and the SDEC APPT REQUEST file (#409.85) to store the date/time and user who posted the comments. In addition, the software has been updated to populate these fields when comments are added or retrieve them when requested by GET RPCs. Additionally, there is also a post-init process to pre-populate these sub-files with existing comments. The software supporting the setting of the VET SELF CANCEL flag in creation of a clinic and the editing of a clinic was updated based on the latest guidance from the Business Office. In addition the SDES2 GET CLINIC INFO and SDES2 GET CLINICS BY CLIN LIST RPCs were updated to return the VET SELF CANCEL in their JSON object. The SD*5.3*893 post install routine will reset the IGNORE MEANS TEST BILLING field (#2) in the APPOINTMENT TYPE file (#409.1) for the WORLD WAR II entry to prevent encounters from becoming non-billable. The logic supporting the create appointment process was updated to pass the clinic IEN into the appointment time calculation when determining if there are any existing appointments at the same time. The logic supporting Cancel Clinic Availability was updated to cancel appointments prior to cancelling availability. Previously it performed these steps in the opposite order. 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 ------------------ ---------- -------------------- HOSPITAL LOCATION FULL DAY CANCEL New (#44) (#44.1902) Multiple DATE New (#.01) REMARKS New (#.02) SDEC APPOINTMENT NOTE AUDITING New (#409.84) (#1.1) Multiple DATE/TIME NOTE ADDED New (#.01) NOTE ADDED BY New (#1) NOTE New (#2) SDEC APPT REQUEST COMMENTS AUDIT New (#409.85) (#27) Multiple DATE/TIME NOTE ADDED New (#.01) COMMENTS ADDED BY New (#1) COMMENTS New (#2) 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 ------------- -------------------- 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 --------------------- -------------------- SDES2 EDIT APPOINTMENT New SDES2 GET APPT BY APPT IEN Modified SDES2 GET APPT REQ BY DFN Modified SDES2 GET APPT REQ BY IEN Modified SDES2 GET APPT REQ BY TYP VET Modified SDES2 GET APPTS BY APPT IENS Modified SDES2 GET APPTS BY CLINIC IEN Modified SDES2 GET APPTS BY CLINIC LIST Modified SDES2 GET APPTS BY CLN RES IEN Modified SDES2 GET APPTS BY PAT DFN2 Modified SDES2 GET APPTS BY PATIENT DFN Modified SDES2 GET CLINIC INFO New SDES2 GET CLINICS BY CLIN LIST New Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-8448: VistA: Need Full Day Cancel Reason text to be returned from VSE. Problem: As a Clinic Configuration Manager, I want to be able to see the cancellation reason for a full day cancel. Resolution: The SDES2 CANCEL CLINIC AVAIL RPC was updated to update the new FULL DAY CANCEL sub-file when a clinic has a full day cancel. 2) VSE-8449: VistA: need to remove language seen in the Add/Modify pop up modal window "Cancelled Until xxxxxxx.xxx. Problem: As a Clinic Profiler Manager, I want the "Cancelled Until xxxxxxx.xxx" message removed from the Add/Modify pop up modal window. Resolution: The cancel clinic availability and get cancelled slots logic was updated to remove the "Cancelled Until xxxxxxx.xxx" information from the returned JSON object. 3) VSE-8567: VistA: User Comment Tracking Problem: Continuation of work completed in VSE-8391. As a scheduling supervisor I should be able to track who has made additional comments and when the comment was made so that I can efficiently audit appointments and track changes. Scheduling supervisors should be able to see the additional comments made within an appointment they created, the member who has made additional comments, and the timestamp of the comments. Resolution: New sub-files were added to both the SDEC APPOINTMENT file (#409.84) and the SDEC APPT REQUEST file (#409.85) to store the date/time and user who posted the comments. In addition, the software has been updated to populate these fields when comments are added or retrieve them when requested by GET RPCs. Additionally, there is also a post-init process to pre-populate these sub-files with existing comments. 4) VSE-8574: VistA: Modify the new VET SELF CANCEL flag. Problem: As a VSP user I need the VET SELF CANCEL flag to be reset based on the criteria defined below and I need a way to edit and display the VET SELF CANCEL flag. 1. If non count the vet self cancel flag is No 2. if count, and not prohibited flag will be set to yes. 3. If prohibited and proxy user is in list of privilege users, then set to Yes. Resolution: The software supporting the setting of the VET SELF CANCEL flag in creation of a clinic and the editing of a clinic was updated based on the latest guidance from the Business Office. In addition the SDES2 GET CLINIC INFO and SDES2 GET CLINICS BY CLIN LIST RPCs were updated to return the VET SELF CANCEL in their JSON object. 5) VSE-8614: VistA: WWII Appointment Type is showing as non-billable. Problem: Need to change the IGNORE MEANS TEST BILLING field in the APPOINTMENT TYPE file (#409.1) to null for the World War II appointment type, to prevent encounters from becoming non-billable. Resolution: The SD*5.3*893 post install routine will reset the IGNORE MEANS TEST BILLING field (#2) in the APPOINTMENT TYPE file (#409.1) for the WORLD WAR II entry to prevent encounters from becoming non-billable. 6) VSE-8723: VistA: Fix an issue with user erroneously receiving "Patient has an appointment at this time in another time zone" Problem: The logic that is determining if a patient has an appointment in a different time zone is erroneously erroring out due to the clinic not being sent into the date conversion. Resolution: The logic supporting the create appointment process was updated to pass the clinic IEN into the appointment time calculation when determining if there are any existing appointments at the same time. 7) VSE-8799: VistA: Update SDES2 CANCEL CLIN AVAILABILITY to cancel appointments before cancel availability. Problem: Clinic Configuration Management (CCM) team has identified an issue with cancel clinic availability. Mumps team researched with CCM and found that the issues was that the availability was cancelled and then the appointments were cancelled. When the appointments were cancelled their availability was decremented. Most notably when the appointments time slots fell in the same grid area as the word CANCELLED. Resolution: The logic supporting Cancel Clinic Availability was updated to cancel appointments prior to cancelling availability. Previously it performed these steps in the opposite order. Test Sites: ----------- Fargo ND (FAR) Salt Lake City UT (SLC) Software and Documentation Retrieval Instructions: ---------------------------------------------------- Software is distributed by PackMan message and MSI software. 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 -------------------------------------------------------------------------- PIMS Technical Manual SD_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: ------------------- Pre/Post Installation Overview: ------------------------------- Routine SDES893P will run at the end of patch installation process and will do the following: 1. Update WORLD WAR II record in APPOINTMENT TYPE (#409.1) file. 2. Populate new comments auditing multiples in the SDEC APPT REQUEST file (#409.85) and the SDEC APPOINTMENT file (#409.84). 3. Populate the VETERAN SELF-CANCEL? field (#63) in the HOSPITAL LOCATION file (#44). 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*893. 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*893. 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 SDES893P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES893P 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*893b. 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*893b backup installs without any issues. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 6 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDC Before: B32891720 After: B34869849 **15,32,79,132,167,478,487,523, 545,627,684,724,758,780,864, 893** Routine Name: SDEC07 Before:B178283632 After:B175560931 **627,642,651,658,665,669,671, 672,701,686,740,694,785,788, 790,799,801,805,816,819,842, 843,847,851,869,875,877,893** Routine Name: SDEC26 Before: B13550247 After: B15252191 **627,658,722,831,893** Routine Name: SDECAR2 Before:B215819259 After:B200205462 **627,642,658,671,686,694,745, 799,805,820,823,893** Routine Name: SDECAR3 Before: B29305952 After: B31895583 **658,893** Routine Name: SDES2APPTUTIL Before:B138856837 After:B139216003 **866,871,875,877,878,880,881, 890,893** Routine Name: SDES2BLDAPPTOBJ Before: B45152149 After: B54604484 **871,877,880,893** Routine Name: SDES2CANCLNAVAIL Before: B70532151 After: B73267434 **869,873,875,880,886,893** Routine Name: SDES2CLININFO Before: n/a After:B170337944 **893** Routine Name: SDES2CREATEAPPT Before:B147481337 After:B152468330 **866,869,873,875,877,880,881, 886,893** Routine Name: SDES2CREATECLIN Before: B67723672 After: B67723672 **853,860,871,885,893** Routine Name: SDES2CRTAPREQ Before:B210288903 After:B216636883 **869,871,875,877,893** Routine Name: SDES2EDITAPPT Before: n/a After: B6601770 **893** Routine Name: SDES2EDITAPREQ Before:B183103249 After:B188478596 **869,871,873,875,890,893** Routine Name: SDES2EDITCLIN Before:B147461523 After:B143885486 **853,857,864,866,871,885,890,893** Routine Name: SDES2GETAPPTREQ Before:B163669706 After:B169928671 **873,877,878,880,890,893** Routine Name: SDES2GETCANSLOTS Before: B32089374 After: B34250923 **866,880,893** Routine Name: SDES2RSTCAVAIL Before: B53326418 After: B54911182 **861,864,875,893** Routine Name: SDES2VAL44A Before: B8926105 After: B17745190 **853,857,869,878,893** Routine Name: SDES2VALCRTCLIN1 Before: B46332578 After: B45028155 **853,857,860,871,885,890,893** Routine Name: SDES893P Before: n/a After: B23501490 **893** Routine Name: SDESEDITAPPT Before: B4538215 After: B5355543 **846,893** Routine Name: SDUNC Before: B25544291 After: B26769037 **79,303,380,452,780,806,814, 812,893** Routine list of preceding patches: 812, 823, 831, 846, 886, 890 ============================================================================= User Information: Entered By : Date Entered : SEP 19, 2024 Completed By: Date Completed: NOV 20, 2024 Released By : Date Released : NOV 20, 2024 ============================================================================= Packman Mail Message: ===================== $END TXT