$TXT Created by G at CHY0077.FO-BAYPINES.DOMAIN.EXT (KIDS) on Tuesday, 12/03/24 at 12:59 ============================================================================= Run Date: DEC 20, 2024 Designation: SD*5.3*895 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #744 Status: Released Compliance Date: JAN 07, 2025 ============================================================================= Associated patches: (v)SD*5.3*534 <<= must be installed BEFORE `SD*5.3*895' (v)SD*5.3*777 <<= must be installed BEFORE `SD*5.3*895' (v)SD*5.3*815 <<= must be installed BEFORE `SD*5.3*895' (v)SD*5.3*861 <<= must be installed BEFORE `SD*5.3*895' (v)SD*5.3*887 <<= must be installed BEFORE `SD*5.3*895' (v)SD*5.3*889 <<= must be installed BEFORE `SD*5.3*895' (v)SD*5.3*893 <<= must be installed BEFORE `SD*5.3*895' Subject: VS GUI VERSION 1.7.62.0 Category: - Routine - Enhancement (Mandatory) - Other - Data Dictionary Description: ============ VistA Scheduling (VS) Graphical User Interface (GUI) Release 1.7.62.0 and patch SD*5.3*895 includes several defect corrections and enhancements including: The following PXCE Options were updated to display the patient's Compact Eligibility when the Check Out Interview or Expand Appointment action is selected: The following RPCs were updated to allow assigning a secondary (sub) specialty and tertiary (sub-sub) specialty to a clinic: SDES GET CLINIC INFO3 SDES SEARCH CLINIC ATTRIBUTES SDES2 CREATE CLINIC SDES2 EDIT CLINIC SDES2 GET CLINIC INFO SDES2 SEARCH CLINIC ATTRIBUTES The SDEC SUBSPECIALTY (#409.94) file was created to store the Subspecialty data. The HOSPITAL LOCATION (#44) file was edited to including SECONDARY SUBSPECIALTY (#301) and TERTIARY SUBSPECIALTY (#302) multiple fields to hold the subspecialties for a particular clinic. The older SDEC* RPCs supporting the INACTIVE DATE (#4) and INACTIVATED BY USER (#5) fields in the SDEC PREFERENCES AND SPECIAL NEEDS file (#409.845) were updated to no longer update these fields. The corresponding fields in the file have been marked as deprecated as well. The logic that calls SDEC PREFSET RPC was updated to send a @ to delete the preference when a user selects to remove a preference. The logic supporting the SDES2 QUERY APPT REQ RPC was updated to return 201 for each appointment type. The SDES2BLDAPPT44 routine was updated to only return the required fields for the JSON appointment object. The following RPCs were updated to show the room number for the patient's appointment: SDES2 PRINT APPT LETTER SDES2 PRINT APPT LETTERS The logic supporting the SDES2 BLOCK AND MOVE RPC was updated to compare the Length of Appointment and the Display Increments Per Hour fields when determining if an appointment can be block and moved from a variable length clinic. The SECID validation logic in the SDCONTEXT routine was updated to return the correct SECID thereby bypassing any potential issues that it previously had using the ASECID cross reference for validation. The SD*5.3*896 Post-Install will correct the spelling of CANCELLED on days with full day cancellations (#44.005) in the HOSPITAL LOCATION (#44) file. The software that displays the auding of the comments has been updated to only display the latest comment that was added. The Recall Reminders functional was updated to audit comments that are added to the RECALL REMINDERS (#403.5) and the RECALL REMINDERS REMOVED (#403.56) files. ************************************************************************** * GUI UPDATE NOTICE * * ---------------------------------------------------------------------- * * This patch MUST be installed before the GUI update for release * * 1.7.62.0 of VS is installed. * * * * * * The previous version of the VS GUI will not operate after this * * patch is installed. Therefore, VS GUI V1.7.62.0 and VistA patch * * SD*5.3*895 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 ------------------ ---------- -------------------- HOSPITAL LOCATION SECONDARY SUBSPECIALTY New (#44) (#301) TERTIARY SUBSPECIALTY New (#302) RECALL REMINDERS COMMENT AUDIT New (#403.5) (#2.7) DATE/TIME COMMENT ADDED New (#.01) COMMENT ADDED BY New (#1) COMMENT New (#2) RECALL REMINDERS REMOVEDV COMMENT AUDIT New (#403.56) (#2.7) DATE/TIME COMMENT ADDED New (#.01) COMMENT ADDED BY New (#1) COMMENT New (#2) SDEC PREFERENCES AND PREFERENCES Modified SPECIAL NEEDS (#409.845) (#409.8451) *INACTIVE DATE Modified (#4) *INACTIVATED BY USER Modified (#5) SDEC SUBSPECIALTY SUBSPECIALTY ID New (#409.94) (#.01) SUBSPECIALTY NAME New (#1) SUBSPECIALTY TIER New (#2) PARENT RECORD New (#3) 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 --------------------- -------------------- SDEC PREFGET Modified SDEC PREFSET Modified SDES GET CLINIC INFO3 Modified SDES SEARCH CLINIC ATTRIBUTES Modified SDES2 CREATE CLINIC Modified SDES2 EDIT CLINIC Modified SDES2 GET CLINIC INFO Modified SDES2 GET RECALL BY IEN Modified SDES2 GET RECALLS BY DFN Modified SDES2 PRINT APPT LETTER New SDES2 PRINT APPT LETTERS New SDES2 QUERY APPT REQUESTS Modified SDES2 SEARCH CLINIC ATTRIBUTES Modified Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-6586: VistA: Modify SDAMEP1, SDAMEP2, and SDM4 routines to include a call to PXCOMPACT. Problem: As a Mumps developer I would like to modify SDAMEP1, SDAMEP2, and SDM4 routines to include a call to PXCOMPACT so that I can return the administrative eligibility for the COMPACT ACT. Resolution: The following PXCE Options were updated to display the patient's Compact Eligibility when the Check Out Interview or Expand Appointment action is selected: 2) VSE-8451: VistA: Create a sub specialty and a sub sub specialty. Problem: As a Clinic Profile Manager, I want the ability to assign a secondary (sub) specialty and tertiary (sub-sub) specialty to a clinic. Resolution: The following RPCs were updated to allow assigning a secondary (sub) specialty and tertiary (sub-sub) specialty to a clinic: SDES GET CLINIC INFO3 SDES SEARCH CLINIC ATTRIBUTES SDES2 CREATE CLINIC SDES2 EDIT CLINIC SDES2 GET CLINIC INFO SDES2 SEARCH CLINIC ATTRIBUTES The SDEC SUBSPECIALTY (#409.94) file was created to store the Subspecialty data. The HOSPITAL LOCATION (#44) file was edited to including SECONDARY SUBSPECIALTY (#301) and TERTIARY SUBSPECIALTY (#302) multiple fields to hold the subspecialties for a particular clinic. 3) VSE-8649: VistA: Fix an issue so that GUI and ISS work the same with special needs and preferences. Problem: As a scheduler I need both GUI and ISS to work the same with special needs and preferences. Resolution: The older SDEC* RPCs supporting the INACTIVE DATE (#4) and INACTIVATED BY USER (#5) fields in the SDEC PREFERENCES AND SPECIAL NEEDS file (#409.845) were updated to no longer update these fields. The corresponding fields in the file have been marked as deprecated as well. 4) VSE-8650: Fix an issue so that GUI and ISS work the same with special needs and preferences. Problem: As a scheduler I need both GUI and ISS to work the same with special needs and preferences. Resolution: The logic that calls SDEC PREFSET RPC was updated to send a @ to delete the preference when a user selects to remove a preference. 5) VSE-8672: VistA: Modify SDES2 QUERY APPT REQ to increase the total number of records searched to 201. Problem: As an ISS user, I want the total count of all records that satisfy a query to be returned. ISS assumes that if 200 is returned, there is enough to show a user the 'query returns more than 200 message. Currently the RPC will count up to 200 for each type of request per patient per clinic, If a given clinic has 500 APPT requests the total record count will be reported as 200 (since it counts 200 APPTs for the clinic). Resolution: The logic supporting the SDES2 QUERY APPT REQ RPC was updated to return 201 for each appointment type. 6) VSE-8674: VistA: Modify SDES2BLDAPPT44 to prevent ISS from failing when pulling up the patient appointments. Problem: As an ISS user, I want SDES2BLDAPPT44 modified to prevent ISS from failing when pulling up the patient appointments. Currently the appointments are missing data and erroring out in VS GUI. Resolution: The SDES2BLDAPPT44 routine was updated to only return the required fields for the JSON appointment object. 7) VSE-8704: VistA: Create SDES2 PRINT APPT LETTER and SDES2 PRINT APPT LETTERS to send parts of the letter. Problem: In ISS the patient appointment letter does not show the location for the patient's appointment. It does not give a room number. Resolution: The following RPCs were updated to show the room number for the patient's appointment: SDES2 PRINT APPT LETTER SDES2 PRINT APPT LETTERS 8) VSE-8726: Vista: SDES2 BLOCK AND MOVE erroneously returns back the error: "Cannot block and move from slots that originated with more than 1 available appointment slot". Problem: When a clinic has a display increment less than the appointment length, the RPC erroneously returns back the error: "Cannot block and move from slots that originated with more than 1 available appointment slot." Duration of appointment should match between two VL clinics when B&M. Ignore the Length of Appointment configuration. Resolution: The logic supporting the SDES2 BLOCK AND MOVE RPC was updated to compare the Length of Appointment and the Display Increments Per Hour fields when determining if an appointment can be block and moved from a variable length clinic. 9) VSE-8732: VistA: User information being sent in the SDCONTEXT array is finding issues with the ASECID cross reference. Problem: The current validation of the user information being sent in the SDCONTEXT array is finding issues with the ASECID cross reference. Resolution: The SECID validation logic in the SDCONTEXT routine was updated to return the correct SECID thereby bypassing any potential issues that it previously had using the ASECID cross reference for validation. 10) VSE-8802: VistA: DATA CLEAN UP - "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. A post install needs to be created to find and fix all full day cancels in clinics. Resolution: The SD*5.3*896 Post-Install will correct the spelling of CANCELLED on days with full day cancellations (#44.005) in the HOSPITAL LOCATION (#44) file. 11) VSE-8885: VistA: Modify SDEC EDITAPPT, SDES2 EDIT APPOINTMENT, SDEC ARSET, SDES2 EDIT APPT REQ (User comment tracking - Coding change). Problem: As an ISS UI user, I need the ability to have the audit of the comments have only the new comment without the old comment when editing an appointment request or an appointment. Resolution: The software that displays the auding of the comments has been updated to only display the latest comment that was added. 12) VSE-8933: VistA: Update PtCSch create and edit to audit comments. Problem: Update PtCSch create and edit to audit comments. Resolution: The Recall Reminders functional was updated to audit comments that are added to the RECALL REMINDERS (#403.5) and the RECALL REMINDERS REMOVED (#403.56) files. Test Sites: ----------- East Orange, NJ (NJH) St. Cloud, MN (STC) 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_62_0_P.MSI is the production VS GUI installation file. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_62_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 R1.7.62.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_62_0_P.MSI Binary VS GUI R1.7.62.0 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_62_0_T.MSI Binary VS GUI R1.7.62.0 VDD VS_GUI_1_7_62_0 VDD Binary VS GUI R1.7.62.0 DIBR VS_GUI_1_7_62_0 DIBR Binary VS GUI R1.7.62.0 Release Notes VS_GUI_1_7_62_0 RN Binary VS GUI R1.7.62.0 Technical Manual VS_GUI_1_7_62_0 TM Binary VS GUI R1.7.62.0 User Guide Addendum VS_GUI_1_7_62_0_UG_ADD Binary 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: ------------------- 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) Software Product Management (SPM) Services. 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 SDES895P will update SDEC SETTINGS (#409.98) file. SDES895P will also correct the spelling of CANCELLED on days with full day cancellations (#44.005) in the HOSPITAL LOCATION file (#44) and will populate new comment auditing multiples in the RECALL REMINDERS (#403.5) file and the RECALL REMINDERS REMOVED (#403.56) 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*895. 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*895. 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 SDES895P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES895P 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*895b. 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*895b 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 1.7.61. If 1.7.62.0 VS GUI was installed, it will need to be reverted to VS GUI 1.7.61.4. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 11 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDAMEP1 Before: B26683496 After: B29239389 **20,241,534,895** Routine Name: SDAMEP2 Before: B31250596 After: B34144739 **258,325,441,777,895** Routine Name: SDEC07 Before:B175560931 After:B174822148 **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, 895** Routine Name: SDEC26 Before: B15252191 After: B19622740 **627,658,722,831,893,895** Routine Name: SDEC49 Before: B75180610 After: B54131967 **627,658,694,895** Routine Name: SDEC52A Before: B60043758 After: B74306800 **627,658,694,745,774,799,815,895** Routine Name: SDECAR2 Before:B200205462 After:B211273527 **627,642,658,671,686,694,745, 799,805,820,823,893,895** Routine Name: SDES2APTLETTER Before: n/a After:B124607234 **895** Routine Name: SDES2BLDAPPT44 Before: B40046123 After: B40712829 **871,877,880,887,895** Routine Name: SDES2BLOCKANDMOV Before:B127688209 After: B72494587 **875,880,889,895** Routine Name: SDES2CLININFO Before:B170337944 After:B187623850 **893,895** Routine Name: SDES2CLINUT Before:B144584096 After:B161045233 **853,857,866,885,895** Routine Name: SDES2CLNSEARCH Before: B72786951 After: B84554985 **870,871,875,887,895** Routine Name: SDES2CREATEAPPT Before:B152468330 After:B153224938 **866,869,873,875,877,880,881, 886,893,895** Routine Name: SDES2CREATECLIN Before: B67723672 After: B70688883 **853,860,871,885,893,895** Routine Name: SDES2CRTAPREQ Before:B216636883 After:B217239571 **869,871,875,877,893,895** Routine Name: SDES2DISPRECALL Before: B13404674 After: B17425158 **866,895** Routine Name: SDES2EDITAPPT Before: B6601770 After: B8754996 **893,895** Routine Name: SDES2EDITAPREQ Before:B188478596 After:B196969386 **869,871,873,875,890,893,895** Routine Name: SDES2EDITCLIN Before:B143885486 After:B150980384 **853,857,864,866,871,885,890, 893,895** Routine Name: SDES2GETRECALL Before: B43973544 After: B54239956 **871,873,877,895** Routine Name: SDES2GETREQS Before: B56072513 After: B56681504 **873,890,895** Routine Name: SDES2QRYAPREQS Before:B173205795 After:B173202826 **869,873,875,877,895** Routine Name: SDES2RECLLREQ Before: B76443866 After: B88319782 **866,881,890,895** Routine Name: SDES2VAL44A Before: B17745190 After: B32866755 **853,857,869,878,893,895** Routine Name: SDES2VALCONTEXT Before: B4342248 After: B4162162 **853,860,895** Routine Name: SDES2VALCRTCLIN1 Before: B45028155 After: B45828812 **853,857,860,871,885,890,893,895** Routine Name: SDES895P Before: n/a After: B41902594 **895** Routine Name: SDESAPPTLETTERS Before:B124590289 After:B126472217 **824,895** Routine Name: SDESCLNSEARCH Before: B36426657 After: B45053991 **824,851,861,895** Routine Name: SDESRTVCLN3 Before:B138407253 After:B154341309 **866,871,887,895** Routine Name: SDM4 Before: B43938157 After: B44667058 **263,273,327,394,417,496,585, 665,895** Routine Name: SDRRISRU Before: B21748366 After: B23561059 **536,627,648,799,818,866,895** Routine list of preceding patches: 534, 777, 815, 861, 887, 889, 893 ============================================================================= User Information: Entered By : Date Entered : OCT 07, 2024 Completed By: Date Completed: DEC 20, 2024 Released By : Date Released : DEC 20, 2024 ============================================================================= Packman Mail Message: ===================== $END TXT