$TXT Created by G at CHY0016.FO-BAYPINES.DOMAIN.EXT (KIDS) on Friday, 01/10/25 at 15:12 ============================================================================= Run Date: FEB 03, 2025 Designation: SD*5.3*898 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #746 Status: Released Compliance Date: FEB 17, 2025 ============================================================================= Associated patches: (v)SD*5.3*897 <<= must be installed BEFORE `SD*5.3*898' Subject: Updates to Scheduling RPCs Category: - Routine - Enhancement (Mandatory) - Other Description: ============ VistA Scheduling (VS) patch SD*5.3*898 includes several defect corrections and enhancements including: The following RPCs were updated to include the provider name and title in the clinic object: SDES2 GET CLINIC AVAIL BY SVC SDES2 GET CLINIC INFO SDES2 GET CLINICS BY CLIN LIST SDES2 SEARCH CLIN ATTRIBUTES The logic supporting the cancellation of timeslots was updated so that the entire day's slot can be cancelled, even if they have been previously cancelled and subsequently restored. The SDES2 REACTIVATE CLINIC RPC was updated to allow re-activating a clinic provided is it beyond the 24 hour inactivate window. The SDES2 GET CLINICS BY CLIN LIST RPC has been updated to process all Clinic IENs passed in. For valid IENS, it will return the clinic data, for invalid IENs, it will pass back an error message noting the invalid IENs. The following RPCs were created to allow the Clinic Profile Managers to add, edit and delete clinic letters for the clinics assigned to them. SDES2 CREATE LETTER SDES2 DELETE LETTER SDES2 EDIT LETTER The SDES2 CREATE APPOINTMENT RPC was updated to reset the status of the Parent Appointment to open when a child appointment is cancelled. The new SDES2 SEARCH LETTER will search for and return Letter Names and IENs from the LETTER (#407.5) file for records that match the search criteria. The search criteria can be either of the following: SEARCH("LETTER TYPE")="" REQ ('A', 'C', 'N', 'P' are valid) SEARCH("SEARCH STRING")="" OPT (3 to 35 characters) The validation for the SDES2 BLOCK AND MOVE RPC was updated to allow the blocking and moving of an appointment even when that appointment is in a slot with more than one appointment availability. The following RPCs were updated to print the temporary address that is active on a patient record: SDES2 PRINT APPT LETTER SDES2 PRINT APPT LETTERS 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 ------------- -------------------- 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 CREATE LETTER New SDES2 DELETE LETTER New SDES2 EDIT LETTER New SDES2 GET CLINIC AVAIL BY SVC Modified SDES2 GET CLINIC INFO Modified SDES2 GET CLINICS BY CLIN LIST Modified SDES2 SEARCH CLINIC ATTRIBUTES Modified SDES2 SEARCH LETTER New Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-7857: VistA: Return both provider name and title in the clinic object Problem: As a clinic Profile Manager, when I search for a clinic, I want both the provider name and title returned in the clinic object so that I have that information when I read or edit the clinic. Resolution: The following RPCs were updated to include the provider name and title in the clinic object: SDES2 GET CLINIC AVAIL BY SVC SDES2 GET CLINIC INFO SDES2 GET CLINICS BY CLIN LIST SDES2 SEARCH CLIN ATTRIBUTES 2) VSE-8858: VistA: User is unable to Cancel entire day of timeslots for the second time if entire day of timeslots for that day was cancelled previously. Problem: User is unable to Cancel entire day of timeslots for the second time if entire day of timeslots for that day was cancelled previously. Resolution: The logic supporting the cancellation of timeslots was updated so that the entire day's slot can be cancelled, even if they have been previously cancelled and subsequently restored. 3) VSE-8958: VistA: Modify SDES2 REACTIVATE CLINIC to allow todays date. Problem: As a Clinical profile manager I want to Reactivate a clinic on the date they are on for the same day as long as it is beyond the 24 hour inactivate window. Resolution: The SDES2 REACTIVATE CLINIC RPC was updated to allow re-activating a clinic provided is it beyond the 24 hour inactivate window. 4) VSE-9000: VistA: Modify SDES2 GET CLINICS BY CLIN LIST to process all clinics IENs in the CLINIC array. Problem: Update the SDES2 GET CLINICS BY CLIN LIST RPC to process all clinic IENs in the CLINIC array, even when the IEN is invalid. RPC should return data for valid IENs and error info for invalid IENs. Resolution: The SDES2 GET CLINICS BY CLIN LIST RPC has been updated to process all Clinic IENs passed in. For valid IENS, it will return the clinic data, for invalid IENs, it will pass back an error message noting the invalid IENs. 5) VSE-9045: VistA: Create an SDES2 RPC that is a rewrite of the Enter/Edit Letters OPTION in VistA Roll and Scroll. Problem: As a Clinic Profile Manager, I need the ability to add and edit letters for the clinic so that I can attach new and updated letters to the clinics I work with. Resolution: The following RPCs were created to allow the Clinic Profile Managers to add, edit and delete clinic letters for the clinics assigned to them. SDES2 CREATE LETTER SDES2 DELETE LETTER SDES2 EDIT LETTER 6) VSE-9067: VistA: The end user is receiving an error when trying to schedule in ISS- {"Appointment": {"IEN":""}. Problem: The end user is receiving an error when trying to schedule in ISS- \{"Appointment":{"IEN":""}, "Error": ["Appointment Request Current Status is Closed."]}. This is due to the parent request on MRTCs is not always being opened on cancel appointment. Resolution: The SDES2 CREATE APPOINTMENT RPC was updated to reset the status of the Parent Appointment to open when a child appointment is cancelled. 7) VSE-9071: JS - VistA: Create an SDES2 SEARCH LETTER RPC to return back the IEN and names of letters. Problem: Need to create the SDES2 SEARCH LETTER RPC to return back the IEN and names of letters. Resolution: The new SDES2 SEARCH LETTER will search for and return Letter Names and IENs from the LETTER (#407.5) file for records that match the search criteria. The search criteria can be either of the following: SEARCH("LETTER TYPE")="" REQ ('A', 'C', 'N', 'P' are valid) SEARCH("SEARCH STRING")="" OPT (3 to 35 characters) 8) VSE-9076: VistA: Block and Move error validation. Problem: The current Block and Move (B&M) validation prevents moving an appointment if the slot containing the appointment had more that one appointment availability. Resolution: The validation for the SDES2 BLOCK AND MOVE RPC was updated to allow the blocking and moving of an appointment even when that appointment is in a slot with more than one appointment availability. 9) VSE-9077: VistA: The SDES2 print appointment letters does not print a temporary address that is active on a patient record. Problem: The SDES2 print appointment letters does not print a temporary address that is active on a patient record. Resolution: The following RPCs were updated to print the temporary address that is active on a patient record: SDES2 PRINT APPT LETTER SDES2 PRINT APPT LETTERS Test Sites: ----------- Orlando, FL (ORL) Salt Lake City, UT (SLC) Software and Documentation Retrieval Instructions: ---------------------------------------------------- Software is distributed by PackMan message. 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: ------------------------------- N/A 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*898. 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*898. 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 SDES897P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES897P 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 <Enter> 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*898b. 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*898b 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 5 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDES2APTLETTER Before:B124607234 After:B124618249 **895,898** Routine Name: SDES2BLOCKANDMOV Before: B84202114 After: B84200869 **875,880,889,895,897,898** Routine Name: SDES2CANCLNAVAIL Before: B73267434 After: B72235486 **869,873,875,880,886,893,898** Routine Name: SDES2CLININFO Before:B187623850 After:B187997077 **893,895,898** Routine Name: SDES2CLNSEARCH Before: B84554985 After: B89094734 **870,871,875,887,895,898** Routine Name: SDES2CREATEAPPT Before:B153224938 After:B150485659 **866,869,873,875,877,880,881, 886,893,895,898** Routine Name: SDES2ENTERLETTER Before: n/a After: B46127453 **898** Routine Name: SDES2GETCLINAVL Before: B46583876 After: B49401134 **880,887,898** Routine Name: SDES2REACTTCLIN Before: B29688814 After: B29673069 **861,864,877,898** Routine list of preceding patches: 897 ============================================================================= User Information: Entered By : Date Entered : NOV 25, 2024 Completed By: Date Completed: FEB 03, 2025 Released By : Date Released : FEB 03, 2025 ============================================================================= Packman Mail Message: ===================== $END TXT